OpenAccountants
Server Details
Open-source AI accounting skills verified by licensed accountants (tax, VAT, payroll).
- Status
- Healthy
- Last Tested
- Transport
- Streamable HTTP
- URL
- Repository
- openaccountants/openaccountants
- GitHub Stars
- 249
- Server Listing
- OpenAccountants
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Tool access control
Enable or disable individual tools per connector, so you decide what your agents can and cannot do.
Managed credentials
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Usage analytics
See which tools your agents call, how often, and when, so you can understand usage patterns and catch anomalies.
Tool Definition Quality
Average 4.5/5 across 22 of 22 tools scored.
Each tool has a clearly distinct purpose, from listing and searching to cross-border planning and verification. No two tools overlap in functionality; even similar-sounding ones like compare_jurisdictions and plan_cross_border are explicitly differentiated.
All tool names use thorough snake_case with a consistent verb_noun pattern (e.g., get_rates, list_skills, validate_vat_number). There are no deviations or mixed conventions.
22 tools is slightly high but well-scoped for a comprehensive tax and accounting server. Each tool addresses a specific need, and the count supports the server's breadth without feeling bloated.
The tool surface covers the full lifecycle: discovery, retrieval, computation, cross-border planning, verification, and professional review. There are no obvious gaps for the domain of tax/accounting assistance.
Available Tools
14 toolscheck_audit_exemptionCheck statutory audit exemption (deterministic, cited, verified)Read-onlyIdempotentInspect
DETERMINISTIC check of whether a private limited company qualifies for statutory audit exemption, from aggregate figures any ledger can provide (turnover, balance sheet total, average employees). Returns a determination ('exempt' | 'review' | 'audit_required' | 'cannot_determine'), the per-criterion threshold table showing exactly why, the canonical rule citation it rests on, and the LIVE verification envelope (whether a named accountant has attested the thresholds — surface that status prominently; 'draft' means treat as a source-cited draft). COVERAGE TODAY: MT (Article 185(2) micro thresholds) and GB (small-company thresholds, both pre and post 6 April 2025 eras). Most exemption regimes are two-consecutive-years tests, so pass prior_year figures when available — without them a qualifying year returns 'review', not 'exempt'; that is correct behaviour, not an error. 'cannot_determine' is a first-class outcome (unsupported jurisdiction, wrong currency, entity shapes needing judgment, or the cited fact changed since calibration). Never override the determination with training-data thresholds.
| Name | Required | Description | Default |
|---|---|---|---|
| currency | Yes | Currency of the figures — must match the regime (EUR for MT, GBP for GB); convert first, never guess a rate. | |
| turnover | Yes | Revenue/turnover for the year, in the jurisdiction's currency. | |
| prior_year | No | Prior-year figures for the two-consecutive-years test. | |
| entity_type | No | Optional. 'private_ltd' (default), 'plc', 'branch'. Non-private shapes route to a human. | |
| group_member | No | Optional. True if the company is part of a group — group thresholds need a reviewer, so this forces 'review'. | |
| jurisdiction | Yes | ISO-style code. MT and GB supported today. | |
| employees_average | Yes | Average number of employees during the year. | |
| financial_year_end | Yes | ISO date the financial year ends, e.g. '2025-12-31'. | |
| balance_sheet_total | Yes | Total assets at the balance sheet date. |
Output Schema
| Name | Required | Description |
|---|---|---|
| caveats | No | |
| escalate | No | |
| next_action | No | |
| verification | No | status ('accountant_verified'|'research_verified'|'draft'), verified_by[], last_verified_at, skill_slug, era. Surface the status to the user. |
| criteria_rule | No | |
| determination | No | 'exempt' | 'review' | 'audit_required' | 'cannot_determine' |
| rule_citation | No | skill_slug, fact_id, canonical_key, statutory_reference, url. |
| thresholds_applied | No | Per-criterion: threshold vs actual, met true/false. |
get_deadlinesUpcoming tax deadlines for a jurisdictionARead-onlyIdempotentInspect
Upcoming filing/payment deadlines and recurring filing rhythms (monthly VAT, quarterly instalments) for a country or US state, from the OpenAccountants tax calendar. Use it whenever the user asks 'when is X due', mentions a filing date, or when a heads-up about an imminent deadline would help. Signed-in users with a saved home jurisdiction can omit jurisdiction — it fills from their profile (the response marks jurisdiction_source accordingly).
| Name | Required | Description | Default |
|---|---|---|---|
| horizon_days | No | How far ahead to look (default 120, max 366). | |
| jurisdiction | No | ISO code, slug, or name ('MT', 'US-CA', 'Malta'). Optional for signed-in users with a saved home jurisdiction. |
Output Schema
| Name | Required | Description |
|---|---|---|
| next_action | No | |
| calendar_url | No | |
| horizon_days | No | |
| jurisdiction | Yes | |
| recurring_rhythms | No | |
| upcoming_deadlines | Yes | |
| jurisdiction_source | No |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already provide readOnlyHint=true, idempotentHint=true, and destructiveHint=false, indicating a safe read operation. The description adds behavioral context such as jurisdiction auto-fill for signed-in users and the response marking jurisdiction_source, which provides useful transparency beyond the annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is composed of three sentences with no extraneous information. The first sentence states the core purpose, the second provides usage cues, and the third explains conditional behavior. It is front-loaded and concise.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the presence of annotations and an output schema, the description covers the essential aspects: what the tool returns (deadlines and rhythms), when to use it, and special behavior for configuration. No major gaps are apparent.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema covers both parameters (horizon_days and jurisdiction) with clear descriptions (defaults, max, examples). The description adds additional semantic meaning: jurisdiction is optional for signed-in users with a saved home jurisdiction, and the response indicates how jurisdiction was determined. This supplements the schema meaningfully.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states that the tool retrieves upcoming filing/payment deadlines and recurring filing rhythms from the OpenAccountants tax calendar, specifying the scope as a country or US state. This defines a specific verb-resource combination that is distinct from sibling tools like get_rates or compare_jurisdictions.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explicitly advises when to use the tool: when a user asks 'when is X due', mentions a filing date, or needs a heads-up about an imminent deadline. It also notes that signed-in users with a saved home jurisdiction can omit the jurisdiction parameter. However, it does not explicitly state when not to use it or mention alternative tools for other types of queries.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_skillGet a tax skillARead-onlyIdempotentInspect
Fetch a published skill by slug, including its current-version markdown, quality tier, named verifier (where accountant-verified), and a provenance/attribution footer.
| Name | Required | Description | Default |
|---|---|---|---|
| slug | Yes | Skill slug, e.g. 'us-schedule-c-and-se-computation' | |
| reason | No | One sentence on WHY you're making this call, in the user's terms (for routing analysis only). Optional. |
Output Schema
| Name | Required | Description |
|---|---|---|
| skill | Yes | The skill record (slug, name, jurisdiction, tier, etc.) |
| key_facts | No | Optional at-a-glance facts (rates/thresholds/deadlines/verifier/advisory) — present only where the skill carries a structured key_facts block; omitted otherwise. |
| guardrails | No | |
| provenance | Yes | |
| next_action | No | |
| verification | No | Verification summary |
| section_index | No | Every section of the skill with {index, heading, level, chars, priority, included}. For any section with included:false, fetch it via get_skill_sections({slug, section_index}). |
| current_version | No | Current version. markdown_content holds the compute-core (rates, box maps, rules, worksheet contract); bulky reference sections may be omitted — see section_index. |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint, idempotentHint, openWorldHint, and destructiveHint false. The description adds behavioral context beyond annotations by specifying the exact fields returned (markdown, quality tier, verifier, footer). No contradictions.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single sentence that communicates purpose and output effectively. It is front-loaded with the primary action. However, it could be slightly more structured (e.g., breaking out the list of included fields) to improve scanability.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool has an output schema (not shown but present), the description does not need to detail return values. It covers the input (slug) and the output content. It could mention error conditions or required authentication, but annotations already indicate read-only access.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so the schema already describes both parameters (slug and reason). The description mentions 'slug' in the first sentence but adds no semantic detail beyond the schema (e.g., example format). The 'reason' parameter is not elaborated in the description.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the verb 'Fetch' and the resource 'published skill by slug', and lists the included fields (markdown, quality tier, named verifier, provenance footer). It distinguishes from siblings like search_skills which likely return lists, and get_skill_sections which may return different content.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies use when you need a specific skill by slug, but does not explicitly state when to use this tool vs alternatives like search_skills or get_skill_sections. No 'when not to use' or comparison is provided.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_skill_sectionsGet a skill's sectionsARead-onlyIdempotentInspect
Fetch the parsed sections of a skill's current version. Each section has a heading and its markdown content. Use this to pull a specific section that get_skill listed in section_index as not inlined (e.g. a supplier-pattern library) — pass section_index to fetch just that one. Omit it to get every section.
| Name | Required | Description | Default |
|---|---|---|---|
| slug | Yes | Skill slug | |
| section_index | No | Optional. Return only this section (matches the `index` from get_skill's `section_index`). | |
| section_indices | No | Optional. Return only these sections. |
Output Schema
| Name | Required | Description |
|---|---|---|
| slug | Yes | |
| version | No | |
| sections | Yes | |
| key_facts | No | Optional at-a-glance facts — present only where the skill carries a structured key_facts block; omitted otherwise. |
| guardrails | No | |
| next_action | No |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true, destructiveHint=false, idempotentHint=true, and openWorldHint=true, providing strong behavioral transparency. The description adds that output includes heading and markdown content, which is consistent but not a significant addition beyond annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Three sentences, front-loaded with purpose, followed by structure and usage. Every sentence is necessary and concise, with no wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Covers purpose, usage, and the most important parameter. Minor omission: does not explicitly mention section_indices parameter, but schema handles it. Output schema exists, so return values are documented. Overall sufficient for correct tool selection.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Input schema has 100% description coverage, so baseline is 3. Description adds useful context for section_index (linking to get_skill's section_index) but does not mention section_indices. Overall, it adds marginal value beyond the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states it fetches parsed sections of a skill's current version, with each section containing heading and markdown content. It distinguishes from sibling tool get_skill by specifying it retrieves the actual content, not just indices.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicit guidance on when to use section_index (for a specific non-inlined section from get_skill's section_index) and when to omit it (to get all sections). Clearly differentiates use cases.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
list_jurisdictionsList all jurisdictions coveredARead-onlyIdempotentInspect
Returns every jurisdiction with published skills — countries (ISO 2), US states (US-XX), Canadian provinces — with skill counts, accountant-verified counts, and named lead verifier. Use when the user asks 'which countries does OpenAccountants cover?' or 'what's available for [country]?' Avoids paginating through list_skills to compute this.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Output Schema
| Name | Required | Description |
|---|---|---|
| next_action | No | |
| total_skills | No | |
| jurisdictions | No | |
| total_jurisdictions | No |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Description adds valuable context about returned data fields and pre-computed nature, complementing annotations (readOnlyHint, idempotentHint, openWorldHint). Could mention if any latency or caching, but overall sufficient.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two concise sentences plus a usage sentence. Front-loaded with key information, no redundant words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With no parameters and an output schema, the description fully covers what the tool does, what it returns, and when to use it. Complete for its complexity.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
No parameters in schema, baseline 4. Description implicitly explains that no input is needed since it returns all jurisdictions. No further param detail required.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Clear verb 'Returns' with specific resource 'jurisdictions' and detailed output fields (skill counts, verified counts, lead verifier). Explicitly distinguishes from sibling tool 'list_skills' by noting it avoids pagination.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Provides explicit when-to-use examples ('which countries does OpenAccountants cover?', 'what's available for [country]?') and tells what to avoid ('Avoids paginating through list_skills').
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
list_rule_facetsList queryable rule facets (no args)ARead-onlyIdempotentInspect
Returns the metadata you can filter on with search_rules — the live jurisdictions, the domains, roles, block types (rule kinds), statuses, tax years, and a sample of topics — plus the defaults. Call this before search_rules to learn the valid filter values rather than guessing.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Output Schema
| Name | Required | Description |
|---|---|---|
| filters | No | |
| defaults | No | |
| next_action | No |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already provide readOnlyHint, idempotentHint, destructiveHint. Description adds value by detailing what facets are returned (live jurisdictions, domains, etc.) and mentioning defaults, providing context beyond annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences, front-loaded with purpose, no wasted words. Efficient and clear.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (no params, has output schema), description is complete. It explains what is returned and why to use it, and output schema covers return values.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
No parameters (0 params), so baseline is 4. Description does not need to add parameter info, and schema coverage is 100%.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Description clearly states it returns metadata for filtering on search_rules, listing specific facets (jurisdictions, domains, roles, etc.). It distinguishes itself from sibling tools by explicitly tying to search_rules.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly says 'Call this before search_rules to learn the valid filter values rather than guessing.' This provides clear when-to-use guidance, though no explicit when-not or alternatives are given, but the context is sufficient.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
list_skillsList tax & accounting skillsARead-onlyIdempotentInspect
List published OpenAccountants skills with their quality tier and verification status. Optionally filter by jurisdiction (e.g. 'US', 'MT', 'DE', 'GB'), domain (the accounting area, e.g. 'vat-gst', 'payroll', 'income-tax'), or role ('foundation' | 'compute' | 'orchestrator' | 'reference'). Results are paginated (default 100, max 200 per call) — unfiltered browsing of the full ~1,100-skill catalogue requires paging via offset/next_offset, so jurisdiction/domain filters are strongly recommended.
| Name | Required | Description | Default |
|---|---|---|---|
| role | No | Filter by pipeline role: foundation, compute, orchestrator, reference. | |
| limit | No | Max skills to return (default 100, max 200). | |
| domain | No | Filter by accounting domain: income-tax, vat-gst, payroll, bookkeeping, e-invoicing, formation, financial-statements, transfer-pricing, tax-optimization, crypto, cross-border, corporate-tax, estate-wealth-tax, references, sector-guidance, tooling. | |
| offset | No | Number of skills to skip — use the next_offset from the previous response to page through results (default 0). | |
| category | No | (Legacy) display label; prefer domain/role. | |
| jurisdiction | No | Filter by jurisdiction code, e.g. 'US', 'MT', 'DE' |
Output Schema
| Name | Required | Description |
|---|---|---|
| limit | No | Page size applied to this response. |
| total | No | Total skills matching the filter (across all pages). |
| offset | No | Offset applied to this response. |
| skills | Yes | Matching published skills. |
| next_action | No | |
| next_offset | No | Present when more results remain — pass as offset to fetch the next page. |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already signal safety, and the description adds pagination details, total catalogue size, and filter suggestions, providing useful behavioral context beyond the annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences, front-loaded with main purpose, no fluff. Every sentence adds essential information.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Covers purpose, filters, pagination, and recommendations sufficiently for an agent to use the tool correctly. Output schema exists, so return value details are not needed.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, but description adds value by noting 'legacy' for category and emphasizing filter recommendations, aiding parameter understanding.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool lists published skills with quality tier and verification status, and distinguishes by mentioning optional filters. It contrasts well with sibling tools like search_skills and get_skill.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Provides guidance on pagination and strongly recommends jurisdiction/domain filters for efficient browsing. Does not explicitly compare to alternatives but gives context for when to use filters.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
list_verifiersList named accountant verifiersARead-onlyIdempotentInspect
Returns named licensed accountants who have signed off on OpenAccountants jurisdictions. Use ONLY when the user explicitly asks to see the verifier network or 'who verified this skill'. Do NOT use this to check whether a jurisdiction is covered before calling request_accountant_review — just call request_accountant_review directly, it routes to the right person regardless.
| Name | Required | Description | Default |
|---|---|---|---|
| jurisdiction | No | Optional ISO code filter — only return verifiers for this jurisdiction. |
Output Schema
| Name | Required | Description |
|---|---|---|
| total | No | |
| verifiers | No | |
| next_action | No |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true, openWorldHint=true, idempotentHint=true, and destructiveHint=false, indicating safe, read-only behavior. The description adds context by specifying that it returns 'named licensed accountants', but does not introduce any additional behavioral traits beyond what annotations cover.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is concise, consisting of two sentences that front-load the purpose and provide clear usage guidelines. No superfluous information is present.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (one optional parameter, robust annotations, and an output schema), the description is complete. It covers the tool's purpose, usage context, and restrictions without needing additional elaboration.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, with the single parameter 'jurisdiction' already described in the schema as 'Optional ISO code filter — only return verifiers for this jurisdiction.' The tool description does not add extra meaning beyond the schema's description, so baseline score of 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the verb 'Returns', the resource 'named licensed accountants', and the context 'who have signed off on OpenAccountants jurisdictions'. It distinguishes itself from sibling tools by providing specific usage instructions, such as not using it to check jurisdiction coverage.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides explicit when-to-use conditions ('when the user explicitly asks to see the verifier network or 'who verified this skill'') and when-not-to-use ('Do NOT use this to check whether a jurisdiction is covered before calling request_accountant_review'). It also gives an alternative action: 'just call request_accountant_review directly'.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
search_rulesSearch rules across jurisdictionsARead-onlyIdempotentInspect
Query individual tax RULES/FACTS (rates, thresholds, rules, definitions, tables) ACROSS jurisdictions and metadata, and get back a bundled markdown rule set the user can save and run locally. Unlike get_skill (one whole skill), this assembles a cross-cutting SET — e.g. 'VAT rates in MT, IE and DE', 'all income-tax thresholds for 2025', or 'rules mentioning reverse charge'. By default returns ALL matching rules, each tagged with its verification status; pass status:'verified' for accountant-/research-verified only. Call list_rule_facets first to see the queryable values.
| Name | Required | Description | Default |
|---|---|---|---|
| text | No | Free-text search over each rule's label, value, and citation. | |
| limit | No | Max rules to return (default 200, max 500). | |
| roles | No | Skill roles: foundation | compute | orchestrator | reference. | |
| topic | No | Filter by a fact topic. | |
| offset | No | Pagination offset — pass the previous response's next_offset. | |
| reason | No | One sentence on WHY you're making this call, in the user's terms (for routing analysis only). Optional. | |
| status | No | Shorthand for `statuses`: 'verified' = accountant- + research-verified only. Default 'all'. | |
| domains | No | Accounting domains, e.g. ['vat-gst','income-tax']. See list_rule_facets. | |
| statuses | No | Verification statuses to include. Default = all (each rule is tagged). | |
| tax_year | No | Limit to a tax year, e.g. 2025. | |
| block_types | No | Rule kinds to include. Default = all of these (framing prose + workflow steps are excluded). | |
| jurisdictions | No | ISO codes to include, e.g. ['MT','US-CA']. Omit for all jurisdictions. |
Output Schema
| Name | Required | Description |
|---|---|---|
| total | No | Total matching rules (across all pages). |
| markdown | Yes | The bundled rule set as markdown — the user saves/runs this locally. |
| truncated | No | |
| fact_count | Yes | Rules returned on this page. |
| next_action | No | |
| next_offset | No | |
| jurisdictions | No | |
| accountant_verified_count | No |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint, openWorldHint, idempotentHint, and destructiveHint false. The description adds that the tool returns ALL matching rules by default, each tagged with verification status, and mentions the default limit. This enriches understanding without contradiction.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is concise, well-structured, and front-loaded with the core purpose. Two paragraphs cover purpose, differentiation, examples, and usage guidance without extraneous information.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With 12 parameters, 0 required, high schema coverage, and an existing output schema, the description adequately explains the tool's behavior, filtering capabilities, and default outputs. It is complete for an agent to understand and invoke correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% and each parameter has a description. The description adds context on parameter interactions, such as the relationship between status and statuses, and references list_rule_facets for querying valid domains, providing additional value beyond the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states that the tool queries tax rules/facts across jurisdictions and returns a bundled markdown set. It distinguishes from sibling get_skill by emphasizing cross-cutting assembly and provides specific examples like 'VAT rates in MT, IE and DE'.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly contrasts with get_skill (one whole skill) and advises calling list_rule_facets first. Gives examples of appropriate use cases and explains status filtering options, guiding the agent on when and how to use the tool.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
search_skillsSearch skills by keywordARead-onlyIdempotentInspect
Full-text search across all published tax and accounting skills. Find, lookup, query, or discover skills by keyword, tax concept, deduction type, form number, or regulation (e.g. 'home office deduction', 'crypto capital gains', 'reverse charge', 'Schedule C', '60-day reporting'). Optionally limit to one jurisdiction. Use this when you don't know the exact skill slug. Set content_type='method' to discover step-by-step METHODS (guided procedures — what you EXECUTE via start()) instead of reference material; each method carries a review_status (accountant-reviewed | source-cited).
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | Search term, e.g. 'home office deduction', 'crypto capital gains', 'reverse charge'. With content_type='method', a broad term (or the domain word) lists the available methods. | |
| domain | No | Optional accounting domain to limit the search (e.g. 'vat-gst', 'payroll', 'income-tax', 'crypto'). | |
| content_type | No | What kind of Guide to find. 'method' = step-by-step procedures you EXECUTE via start() (formerly 'workflows'); 'fact' or omitted = reference material (rates/thresholds/rules). A Guide can be either or both. | |
| jurisdiction | No | Optional ISO 2-letter country code to limit the search |
Output Schema
| Name | Required | Description |
|---|---|---|
| total | Yes | |
| results | Yes | |
| next_action | No | |
| human_backing | No | Named accountant(s) who review this jurisdiction's guidance (guidance-level, not a per-figure sign-off). |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint, openWorldHint, idempotentHint, and destructiveHint=false. Description adds value by explaining that search is across 'published' skills, that content_type='method' returns step-by-step procedures with review_status, and that jurisdiction filtering is optional.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Single well-organized paragraph with front-loaded main action. Every sentence contributes value, though it is somewhat lengthy but appropriate given the guidance provided.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Output schema exists, so return values need not be described. Description covers all relevant aspects: search scope, content type differentiation, jurisdiction limiting, and use cases. Sibling tools like get_skill and list_skills are implicitly distinguished via guidance. Complete given complexity.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%. Description adds meaning beyond schema: provides example query values, explains the effect of content_type='method' vs 'fact', and mentions review_status for methods. This is above baseline 3.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states it performs full-text search across published tax and accounting skills, and explicitly says 'Use this when you don't know the exact skill slug' to distinguish from get_skill. This is specific and differentiates from siblings.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Provides explicit when-to-use guidance ('when you don't know the exact skill slug'), how to use content_type to find methods vs facts, and includes examples. It implicitly tells when not to use (if you know slug, use get_skill).
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
startStart a tax workflowARead-onlyIdempotentInspect
Front door for any tax / accounting question once you know what the user wants. intent is REQUIRED (e.g. 'taxes', 'VAT return', 'set up a company', 'find deductions', 'classify transactions', 'payroll'); pass a jurisdiction too (ISO 2-letter, e.g. 'MT', 'GB', 'US-CA'). If you don't yet have an intent, call start_help first. Returns either a clarification request (if jurisdiction is missing) or a ready-to-execute plan with the list of skills to load. Call this FIRST (after start_help if needed) whenever the user asks for tax help.
| Name | Required | Description | Default |
|---|---|---|---|
| intent | Yes | User intent — REQUIRED. Free text, e.g. 'taxes', 'VAT return', 'set up a company'. | |
| reason | No | One sentence, in the user's own words, on what they actually asked for here — captured only to improve routing. E.g. 'user sold ETH and wants to know what to report'. Optional but helpful. | |
| acting_as | Yes | REQUIRED. Who the user is: 'self' = a taxpayer handling their OWN taxes; 'client' = a professional (accountant/advisor) working on behalf of a CLIENT. Establish this before calling — if it isn't clear from the conversation, ask the user one short question ('Are these your own taxes, or are you helping a client?'). Never guess. | |
| jurisdiction | No | ISO 2-letter code or US state code (e.g. 'MT', 'GB', 'US-CA'). | |
| taxpayer_type | No | The taxpayer's occupation, when known. Some return-prep workflows fork by it (an employee's Form 1040 is a different guide from a freelancer's). Pass it if the conversation already makes it clear; otherwise omit — start() only asks for it (status:'needs_clarification', needs:['taxpayer_type']) when the guides for this jurisdiction/intent genuinely split by occupation. 'employee' = W-2 wages only; 'self-employed' = freelance / 1099 / sole-proprietor; 'both' = employed AND self-employed; 'company' = a corporate entity. Don't guess — ask the user one short question if unsure. |
Output Schema
| Name | Required | Description |
|---|---|---|
| needs | No | |
| intent | No | |
| status | No | |
| guardrails | No | |
| next_action | No | |
| expectations | No | |
| jurisdiction | No | |
| skills_to_load | No | |
| available_intents | No | |
| available_jurisdictions | No |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations (readOnlyHint, openWorldHint, idempotentHint, destructiveHint=false) are all consistent with the description. Description adds behavioral details: returns clarification if jurisdiction missing, otherwise a plan with skills to load, and explains how taxpayer_type is handled.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Three paragraphs are well-structured: first defines purpose and required fields, second details return behavior, third provides usage order. Every sentence adds value without redundancy.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given 5 parameters with 2 required and an output schema, the description fully explains tool behavior, parameter semantics, usage order, and alternative tool. It covers all necessary context for correct invocation.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema covers all 5 parameters (100% coverage). Description adds crucial context: intent is REQUIRED, acting_as must be predefined, jurisdiction triggers clarification if missing, taxpayer_type has detailed enum meanings and guidance to not guess.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly identifies the tool as the initial entry point for tax workflows once intent is known, distinguishes it from start_help (for unknown intents), and explains its return values (clarification or plan).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly states when to use (after start_help if intent is known) and when not to (use start_help if intent unknown), provides prerequisites (acting_as must be established), and warns against guessing taxpayer_type.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
start_helpGet tax-workflow scoping guidance (no args)ARead-onlyIdempotentInspect
No-argument front door — call this FIRST whenever a user asks 'how can you help me?', 'what can you do?', 'where do I start?', or otherwise opens vaguely (do NOT answer such questions by listing your tools or calling list_jurisdictions). For a signed-in approved accountant it returns a personalized orientation briefing (their standing + what their jurisdiction needs + one next action). For everyone else it returns the two scoping questions plus the available intents and jurisdictions. Once you have an intent, call start(intent, jurisdiction).
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Output Schema
| Name | Required | Description |
|---|---|---|
| needs | No | |
| status | No | |
| next_action | No | |
| available_intents | No | |
| available_jurisdictions | No |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint, openWorldHint, idempotentHint as true, and destructiveHint as false. The description adds valuable context beyond annotations by detailing conditional behavior: for signed-in approved accountants it returns a personalized orientation; for others it returns scoping questions. No contradictions.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is two sentences, with the key instruction front-loaded. It is efficient and every sentence adds value, though the first sentence is somewhat long. Could be slightly more terse, but overall well-structured.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool has no parameters and an output schema exists, the description sufficiently covers what the tool returns for two user categories. It provides actionable next step. It lacks details on error handling or non-signed-in user behavior, but is complete enough for a simple scoping tool.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The tool has no parameters, and the description explicitly states 'No-argument front door'. Schema coverage is 100% (trivial). The description adds no further parameter info needed. Baseline 4 for zero parameters.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states it is a no-argument front door for scoping guidance, with explicit verb ('get scoping guidance') and resource. It distinguishes from sibling tool list_jurisdictions by stating 'do NOT answer such questions by listing your tools or calling list_jurisdictions'.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides explicit when-to-use instructions: 'call this FIRST whenever a user asks how can you help me?' It also tells when not to use alternatives and gives next action: 'Once you have an intent, call start(intent, jurisdiction).'
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
validate_vat_numberValidate a business VAT / tax-ID number (live registry lookup)ARead-onlyIdempotentInspect
Check whether a business's VAT / tax-registration number is real and registered, in real time against the official government registry — and return the registered business NAME and ADDRESS when the authority discloses them. This is an authoritative, unfakeable confirmation you cannot get from a knowledge lookup or from training data. Use it whenever a user wants to verify a supplier's or customer's tax ID: before applying a B2B reverse charge, zero-rating a cross-border sale, or onboarding a vendor. COVERAGE TODAY IS EU ONLY — the 27 EU member states plus 'XI' (Northern Ireland), live via the European Commission's VIES registry (use 'EL' for Greece). Other jurisdictions (e.g. UK/HMRC and beyond) are NOT supported yet but are on the roadmap — for a non-EU number, tell the user live validation isn't available for that country yet rather than guessing a verdict. This is a LIVE external lookup — if the registry is temporarily unavailable it says so plainly rather than inventing an answer.
| Name | Required | Description | Default |
|---|---|---|---|
| vat_number | Yes | The VAT number, with or without the country prefix and spaces, e.g. 'IE6388047V', 'IE 6388047V', or '6388047V'. | |
| country_code | No | 2-letter EU member-state code of the VAT number, e.g. 'DE', 'IE', 'FR'. Use 'EL' for Greece and 'XI' for Northern Ireland. May be omitted if the country prefix is already part of vat_number. |
Output Schema
| Name | Required | Description |
|---|---|---|
| valid | No | true/false verdict from VIES, or null if the service could not be reached (an availability issue, not a verdict). |
| source | No | |
| address | No | |
| message | No | |
| summary | No | |
| checked_at | No | |
| source_url | No | |
| vat_number | No | |
| vies_error | No | |
| full_vat_id | No | |
| next_action | No | |
| country_code | No | |
| business_name | No | |
| human_backing | No | Named accountant(s) who review that country's VAT guidance (guidance-level, not a per-figure sign-off). |
| confirm_available | No | Whether the user can ask a named accountant to confirm the VAT treatment via ask_accountant_to_confirm. |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Discloses live external dependency, unfakeability, and that it admits registry unavailability rather than inventing answers. Annotations already indicate read-only and idempotent, and description adds critical behavioral context beyond them.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Description is relatively long but every sentence serves a purpose: purpose, use cases, limitations, behavior. Could be slightly tighter but well-structured and front-loaded with key info.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's complexity—live external lookup, EU-only coverage, specific business use cases—the description fully addresses what agents need to know. Output schema handles return values, so description is complete.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so baseline is 3. Description adds practical examples, explains optional country_code usage, and clarifies handling of prefixes, enhancing usability beyond schema alone.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool checks VAT numbers live against government registries and returns registered business name and address. It distinguishes from siblings by being the only tool for this specific authoritative verification.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly tells when to use (before applying B2B reverse charge, zero rating, onboarding vendor) and when not to (non-EU numbers, tells user to inform rather than guess). Provides clear coverage scope.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
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{
"$schema": "https://glama.ai/mcp/schemas/connector.json",
"maintainers": [{ "email": "your-email@example.com" }]
}The email address must match the email associated with your Glama account. Once published, Glama will automatically detect and verify the file within a few minutes.
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