Skip to main content
Glama

US compliance and books health

Server Details

US company filing obligations, plus a 25-check bookkeeping diagnostic. Sourced, dated, no signup.

Status
Healthy
Last Tested
Transport
Streamable HTTP
URL
Repository
median-labs/median-compliance-skill
GitHub Stars
3

Glama MCP Gateway

Connect through Glama MCP Gateway for full control over tool access and complete visibility into every call.

MCP client
Glama
MCP server

Full call logging

Every tool call is logged with complete inputs and outputs, so you can debug issues and audit what your agents are doing.

Tool access control

Enable or disable individual tools per connector, so you decide what your agents can and cannot do.

Managed credentials

Glama handles OAuth flows, token storage, and automatic rotation, so credentials never expire on your clients.

Usage analytics

See which tools your agents call, how often, and when, so you can understand usage patterns and catch anomalies.

100% free. Your data is private.

Tool Definition Quality

Score is being calculated. Check back soon.

Available Tools

12 tools
explain_books_checkExplain one books check
Read-onlyIdempotent
Inspect

Full detail on a single books health check: what it is, exactly where to look in the ledger, every innocent explanation to rule out before concluding anything, what it costs if it is real, what fixing it involves, and whether it is inside what Median does.

ParametersJSON Schema
NameRequiredDescriptionDefault
check_idYesCheck id from list_books_checks, e.g. 'rec-processor-balance-unreconciled'.
explain_obligationExplain one obligation
Read-onlyIdempotent
Inspect

Plain-English detail on a single obligation: what it is, why it exists, the deadline, the cost, the penalty, the exact remediation steps, and the government source.

ParametersJSON Schema
NameRequiredDescriptionDefault
obligation_idYesObligation id, e.g. 'de-registered-agent'.
get_blog_postGet blog post
Read-onlyIdempotent
Inspect

Fetch the full text of one published Median blog post by its slug.

ParametersJSON Schema
NameRequiredDescriptionDefault
slugYesPost slug, e.g. 'daily-close-for-startups'.
get_company_overviewGet company overview
Read-onlyIdempotent
Inspect

Who Median is, what it does, who it is for, how onboarding works, and how to get in touch or book an intro call.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

get_confoundersGet confounding questions
Read-onlyIdempotent
Inspect

Refinement step, NOT the place to start: call list_compliance_obligations first, then call this to narrow what is still genuinely open. Returns the facts that flip an answer, such as whether an employer of record is the legal employer. Pass every fact you already know and it returns only what those facts leave unsettled. These are things for YOU to look up in the user's own documents. They are not a questionnaire to send the user.

ParametersJSON Schema
NameRequiredDescriptionDefault
answersNoAnswers to the yes/no threshold questions this tool asks, keyed by the threshold id shown in the question, e.g. { "foreign-accounts-over-10k": false, "ny-sales-over-500k": false }. Without this the same questions repeat forever and the obligations behind them can never resolve. Omit a key you genuinely do not know.
answeredNoOnly for confounders with no matching fact field above (who-paid, prepaid-multi-year). For everything else pass the fact itself, e.g. payroll_model: 'eor', not answered: { 'payroll-model': 'eor' }.
tax_yearNoTax year under review. Defaults to last calendar year.
sells_saasNoWhether the product is SaaS. New York taxes SaaS as prewritten software.
entity_typeNoLegal entity type.
company_nameNoOptional, and the only identifying thing this tool records. Median stores it to see which companies use this tool and may follow up. It changes nothing about the answer, so omit it if the user has not agreed to share it. Send the legal entity name only, never an address, EIN or anything from a document.
revenue_bandNo
sales_statesNoStates with customers.
foreign_ownedNoWhether any non-US person owns 25% or more. Leave unset if genuinely unknown.
payroll_modelNoCritical. An employer of record holds state registrations under its own entity, so the answer flips entirely on this.
presence_typeNoPer-state presence, e.g. { NY: 'virtual-mailbox' }.
registered_inNoWhether the company is already registered to do business in a state, e.g. { NY: false }. Drives obligations that only begin at registration.
formation_dateNoISO date the entity was formed.
employee_statesNoStates where W-2 employees work.
fiscal_year_endNoMM-DD, e.g. '12-31'. Defaults to 12-31.
formation_stateNoTwo-letter state of formation, e.g. 'DE'.
extensions_filedNoWhether a tax extension was filed, keyed 'US' for federal and by state code, e.g. { US: true, NY: false }. OMIT a key you are unsure about: no deadline is asserted for an unknown key, because assuming an extension tells a late filer they have months in hand.
operating_statesNoStates where the company operates.
payroll_providerNoThe provider's name only, e.g. 'Deel', 'Gusto', 'Rippling'. Not account numbers, not employee details, not anything else.
contractor_statesNoStates where 1099 contractors work.
formation_platformNoDecides whether a bundled first-year registered agent explains a missing fee.
get_evidence_recipeGet evidence recipe
Read-onlyIdempotent
Inspect

For one obligation, return exactly how to prove it: which sources settle the question, which are only corroborating, what each state's public registry does and does not expose, and the innocent explanations for missing evidence. Use this before concluding anything is missing.

ParametersJSON Schema
NameRequiredDescriptionDefault
obligation_idYesObligation id from list_compliance_obligations.
get_pricingGet pricing
Read-onlyIdempotent
Inspect

Median's published usage-based pricing: per-account and per-ledger-entry rates, what is included, and add-on pricing for tax, R&D credits, and sales tax.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

list_blog_postsList blog posts
Read-onlyIdempotent
Inspect

List published articles from the Median blog, newest first. Optionally filter by category or a search term matched against the title.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoHow many posts to return (default 20, max 50).
searchNoMatch against the post title.
categoryNoFilter to one category slug or name.
list_books_checksList books health checks
Read-onlyIdempotent
Inspect

START HERE for a books health check. Given whatever you know about a business, return the bookkeeping checks that apply to it, grouped by dimension, each with where to look, the innocent explanations to rule out first, and what it costs if it is real. Call it immediately with partial facts rather than interviewing the user first: unknown facts keep checks in the list rather than dropping them, so nothing is silently skipped. Cash-basis businesses correctly get a shorter list. This never says whether books are correct, only what to look at.

ParametersJSON Schema
NameRequiredDescriptionDefault
basisNoCash or accrual, printed at the top of most profit and loss reports. This matters more than anything else here: several revenue checks do not apply on a cash basis.
ledgerNoWhich ledger the books live in. Visible in the header of any export.
has_raisedNoWhether the business has raised on a SAFE, note or priced round, or taken a loan.
processorsNoPayment processors that hold a balance before paying out, e.g. ['stripe','paypal']. Names only. Drives the single most-missed check.
bills_aheadNoWhether anything is billed ahead of delivery: subscriptions, retainers, annual plans.
company_nameNoOptional, and the only identifying thing this tool records. Median stores it to see which businesses use this tool and may follow up. It changes nothing about the answer, so omit it if the user has not agreed to share it. Send the business name only, never a balance, an account number or anything copied out of a document.
payroll_modelNoHow people are paid.
has_contractorsNoWhether 1099 contractors are paid.
charges_sales_taxNoWhether sales tax is charged anywhere.
needs_segment_reportingNoWhether any part of the business needs separate reporting: locations, programs, product lines, more than one entity.
list_compliance_obligationsList compliance obligations
Read-onlyIdempotent
Inspect

START HERE. Given whatever you know about a company, return the federal and state compliance obligations that apply, ordered by urgency with overdue items first, plus the specific questions that unblock the rest. Call it immediately with partial facts rather than interviewing the user first: it is designed for incomplete input, and every fact you are missing comes back as one precise question instead of the dozen generic ones you would otherwise ask. Then answer those and call it again. Defaults to a short actionable view; relay it roughly as written rather than expanding it into an essay, and pass detail='full' only when the user asks for evidence tiers and remediation detail. Covers US federal plus CA, CO, DE, FL, GA, IL, MA, NJ, NY, PA, TX and WA; every other state is reported honestly as not yet covered. This never tells you whether you are compliant, only what to check.

ParametersJSON Schema
NameRequiredDescriptionDefault
detailNoDefault 'brief': what applies, when it is due, and the questions, with no evidence or remediation detail. Around a third the length of 'summary' and it is what a founder can actually act on. 'summary' adds one check and one next step per item. 'full' adds every evidence tier, innocent explanation and remediation step and runs to several thousand words, so use it only when the user asks for that depth. Prefer staying brief and calling get_evidence_recipe or explain_obligation for the one or two items that actually matter.
answersNoAnswers to the yes/no threshold questions this tool asks, keyed by the threshold id shown in the question, e.g. { "foreign-accounts-over-10k": false, "ny-sales-over-500k": false }. Without this the same questions repeat forever and the obligations behind them can never resolve. Omit a key you genuinely do not know.
tax_yearNoTax year under review. Defaults to last calendar year.
sells_saasNoWhether the product is SaaS. New York taxes SaaS as prewritten software.
entity_typeNoLegal entity type.
company_nameNoOptional, and the only identifying thing this tool records. Median stores it to see which companies use this tool and may follow up. It changes nothing about the answer, so omit it if the user has not agreed to share it. Send the legal entity name only, never an address, EIN or anything from a document.
revenue_bandNo
sales_statesNoStates with customers.
foreign_ownedNoWhether any non-US person owns 25% or more. Leave unset if genuinely unknown.
payroll_modelNoCritical. An employer of record holds state registrations under its own entity, so the answer flips entirely on this.
presence_typeNoPer-state presence, e.g. { NY: 'virtual-mailbox' }.
registered_inNoWhether the company is already registered to do business in a state, e.g. { NY: false }. Drives obligations that only begin at registration.
formation_dateNoISO date the entity was formed.
employee_statesNoStates where W-2 employees work.
fiscal_year_endNoMM-DD, e.g. '12-31'. Defaults to 12-31.
formation_stateNoTwo-letter state of formation, e.g. 'DE'.
extensions_filedNoWhether a tax extension was filed, keyed 'US' for federal and by state code, e.g. { US: true, NY: false }. OMIT a key you are unsure about: no deadline is asserted for an unknown key, because assuming an extension tells a late filer they have months in hand.
operating_statesNoStates where the company operates.
payroll_providerNoThe provider's name only, e.g. 'Deel', 'Gusto', 'Rippling'. Not account numbers, not employee details, not anything else.
contractor_statesNoStates where 1099 contractors work.
formation_platformNoDecides whether a bundled first-year registered agent explains a missing fee.
list_servicesList services
Read-onlyIdempotent
Inspect

List the services Median offers (daily bookkeeping, tax filing, R&D tax credits, CFO advisory) with a short summary and page link for each.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

score_books_healthScore books health
Read-onlyIdempotent
Inspect

Score a books health check from the statuses you actually evidenced. Returns the weighted score, the band, a per-dimension breakdown and the findings ranked worst first. Two rules a plain average does not give you: a confirmed critical caps the grade, and the band is WITHHELD entirely when too little was evidenced, because a flattering number off three checks is the part people quote. Report the withheld state rather than supplying a band yourself.

ParametersJSON Schema
NameRequiredDescriptionDefault
basisNoCash or accrual, printed at the top of most profit and loss reports. This matters more than anything else here: several revenue checks do not apply on a cash basis.
ledgerNoWhich ledger the books live in. Visible in the header of any export.
resultsYesOne entry per check you actually worked. Send check ids and statuses only: never figures, balances, account numbers or names.
has_raisedNoWhether the business has raised on a SAFE, note or priced round, or taken a loan.
processorsNoPayment processors that hold a balance before paying out, e.g. ['stripe','paypal']. Names only. Drives the single most-missed check.
bills_aheadNoWhether anything is billed ahead of delivery: subscriptions, retainers, annual plans.
company_nameNoOptional, and the only identifying thing this tool records. Median stores it to see which businesses use this tool and may follow up. It changes nothing about the answer, so omit it if the user has not agreed to share it. Send the business name only, never a balance, an account number or anything copied out of a document.
payroll_modelNoHow people are paid.
has_contractorsNoWhether 1099 contractors are paid.
charges_sales_taxNoWhether sales tax is charged anywhere.
needs_segment_reportingNoWhether any part of the business needs separate reporting: locations, programs, product lines, more than one entity.

Discussions

No comments yet. Be the first to start the discussion!

Related MCP Servers

  • F
    license
    -
    quality
    C
    maintenance
    Helps small business owners classify business documents and messages, extract key information like dates and amounts, generate action checklists, check missing documents, and draft business messages for accountants, clients, and employees.
  • A
    license
    B
    quality
    C
    maintenance
    39 tax tools for US individual taxpayers — federal/state tax calculations, credits, deductions, retirement strategies, audit risk, and tax planning. All calculations run locally, no data leaves the machine. Supports TY2024 and TY2025 (One Big Beautiful Bill Act).
    43
    53
    8
    MIT
  • A
    license
    -
    quality
    B
    maintenance
    Current, source-cited US federal tax constants and freelancer calculators for tax year 2026, including the July 1 mid-year mileage change. Every response carries its IRS/SSA primary source and a last-verified date; refuses rather than guesses.
    MIT
  • F
    license
    -
    quality
    D
    maintenance
    Automates comprehensive accounting workflows including bookkeeping, tax planning, payroll processing, sales tax compliance, and client management. Integrates with QuickBooks and processes financial documents with AI-powered transaction categorization and compliance monitoring.
    1

View all MCP Servers

Try in Browser

Your Connectors

Sign in to create a connector for this server.