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Accounting Practice MCP Server

๐Ÿข Accounting Practice MCP Server

A comprehensive Model Context Protocol (MCP) server designed specifically for accounting practices. This custom MCP server automates bookkeeping, tax planning, payroll processing, sales tax compliance, and client management workflows.

๐Ÿš€ Features

๐Ÿ“Š Bookkeeping Automation

  • Automated Bank Statement Processing: Import and categorize transactions with 90%+ accuracy

  • Smart Transaction Categorization: AI-powered expense categorization with learning capabilities

  • Duplicate Detection: Identify and flag potential duplicate transactions

  • Bank Reconciliation: Automated reconciliation with exception reporting

  • QuickBooks Integration: Bidirectional sync with QuickBooks Online/Desktop

๐Ÿ’ฐ Tax Planning & Preparation

  • Tax Liability Calculations: Real-time tax projections using multiple methods

  • Deduction Optimization: AI-powered analysis of business expenses for maximum tax benefits

  • Quarterly Estimates: Automated calculation of estimated tax payments

  • Multi-Entity Tax Strategy: Comprehensive tax planning across multiple business entities

  • Compliance Monitoring: Track tax deadlines and filing requirements

๐Ÿ’ผ Payroll Processing

  • Automated Payroll Calculations: Federal, state, and local tax calculations

  • Compliance Validation: Minimum wage, overtime, and tax limit checks

  • Tax Deposit Scheduling: Automated calculation of required deposits and deadlines

  • Year-End Processing: W-2 generation and annual tax form preparation

  • Multi-State Support: Handle employees across different states

๐Ÿ›๏ธ Sales Tax Compliance

  • Nexus Monitoring: Real-time tracking of sales tax obligations across all states

  • Economic Nexus Alerts: Automated alerts when approaching registration thresholds

  • Multi-Jurisdiction Calculations: Accurate sales tax calculations by state and locality

  • Filing Management: Track deadlines and prepare returns for all jurisdictions

  • Audit Support: Comprehensive documentation and audit trail maintenance

๐Ÿ“ž Client Management

  • Client Profiles: Comprehensive client information and preferences management

  • Deadline Tracking: Automated monitoring of all client tax and compliance deadlines

  • Document Management: Organized storage and retrieval of client documents

  • Automated Communications: Personalized client reminders and updates

  • Performance Dashboards: Real-time client financial performance monitoring

๐Ÿ”„ Integrations

  • QuickBooks Sync: Full bidirectional synchronization with QuickBooks

  • Excel Processing: Automated processing of various Excel templates

  • PDF Extraction: OCR-powered data extraction from invoices, receipts, and statements

  • Document Automation: Intelligent document classification and processing

๐Ÿ› ๏ธ Installation & Setup

Prerequisites

  • Python 3.11 or higher

  • MCP-compatible AI client (Claude Desktop, etc.)

1. Clone and Setup

# Clone the repository git clone <your-repo-url> cd accounting-practice-mcp # Create virtual environment python -m venv venv source venv/bin/activate # On Windows: venv\Scripts\activate # Install dependencies pip install -r requirements.txt

2. Configure MCP Client

Add to your MCP client configuration (e.g., Claude Desktop):

{ "mcpServers": { "accounting-practice": { "command": "python", "args": ["path/to/accounting-practice-mcp/server/main.py"], "cwd": "path/to/accounting-practice-mcp" } } }

3. Initialize Databases

The server will automatically create SQLite databases on first run:

  • server/data/client_profiles/clients.db - Client information and deadlines

  • server/data/client_profiles/bookkeeping.db - Transaction and reconciliation data

  • server/data/client_profiles/tax_data.db - Tax calculations and strategies

  • server/data/client_profiles/payroll.db - Payroll and employee data

  • server/data/client_profiles/sales_tax.db - Sales tax and nexus tracking

  • server/data/client_profiles/integrations.db - Integration sync history

๐ŸŽฏ Quick Start Guide

1. Create Your First Client

# Using the MCP tools through your AI client "Create a new client profile for ABC Company, a manufacturing business in Texas"

2. Process Bank Statements

# Upload a bank statement and let the AI categorize transactions "Process the bank statement file for ABC Company from January 2024"

3. Run Tax Planning

# Get comprehensive tax analysis and recommendations "Run quarterly tax planning analysis for ABC Company"

4. Calculate Payroll

# Process payroll for employees "Calculate payroll for ABC Company for the period 1/1/2024 to 1/15/2024"

5. Monitor Sales Tax Nexus

# Check multi-state sales tax obligations "Analyze sales tax nexus status for ABC Company across all states"

๐Ÿ“‹ Available MCP Tools

Client Management

  • get_client_info - Retrieve comprehensive client information

  • update_client_profile - Update client profile and preferences

  • get_client_deadlines - Get upcoming tax and compliance deadlines

Bookkeeping

  • process_bank_statement - Import and categorize bank transactions

  • reconcile_accounts - Perform automated bank reconciliation

Tax Planning

  • calculate_tax_liability - Calculate estimated tax liability

  • optimize_deductions - Analyze and optimize business deductions

Payroll

  • calculate_payroll - Process payroll calculations with compliance checks

Sales Tax

  • sales_tax_calculation - Calculate sales tax by jurisdiction

  • nexus_analysis - Analyze nexus obligations across states

Integrations

  • quickbooks_sync - Synchronize data with QuickBooks

  • excel_processor - Process Excel templates and files

  • pdf_extractor - Extract data from PDF documents

๐Ÿ—๏ธ Architecture

accounting-practice-mcp/ โ”œโ”€โ”€ server/ โ”‚ โ”œโ”€โ”€ main.py # MCP server entry point โ”‚ โ”œโ”€โ”€ tools/ โ”‚ โ”‚ โ”œโ”€โ”€ client_mgmt/ # Client management tools โ”‚ โ”‚ โ”œโ”€โ”€ bookkeeping/ # Bookkeeping automation โ”‚ โ”‚ โ”œโ”€โ”€ tax/ # Tax planning & calculations โ”‚ โ”‚ โ”œโ”€โ”€ payroll/ # Payroll processing โ”‚ โ”‚ โ”œโ”€โ”€ sales_tax/ # Sales tax compliance โ”‚ โ”‚ โ””โ”€โ”€ integrations/ # External integrations โ”‚ โ”œโ”€โ”€ data/ โ”‚ โ”‚ โ”œโ”€โ”€ client_profiles/ # Client databases โ”‚ โ”‚ โ”œโ”€โ”€ tax_tables/ # Tax rates and tables โ”‚ โ”‚ โ””โ”€โ”€ compliance/ # Compliance rules and deadlines โ”‚ โ””โ”€โ”€ utils/ โ”‚ โ”œโ”€โ”€ calculations.py # Financial calculations โ”‚ โ”œโ”€โ”€ validators.py # Data validation โ”‚ โ””โ”€โ”€ formatters.py # Report formatting โ”œโ”€โ”€ requirements.txt # Python dependencies โ”œโ”€โ”€ USE_CASES_AND_WORKFLOWS.md # Detailed use cases โ””โ”€โ”€ README.md # This file

๐ŸŽจ Use Cases

See USE_CASES_AND_WORKFLOWS.md for comprehensive examples of how this MCP server transforms accounting practice operations.

Key Scenarios:

  • Monthly Bank Statement Processing: 4-6 hours โ†’ 15-30 minutes

  • Quarterly Tax Planning: 2-3 hours โ†’ 30-45 minutes

  • Payroll Processing: 2-4 hours โ†’ 20-30 minutes

  • Sales Tax Compliance: Manual monthly review โ†’ Real-time monitoring

  • Client Communication: 50% reduction in administrative time

๐Ÿ”ง Customization

Adding New Tax Rules

Edit server/data/tax_tables/ files to add new tax rates, brackets, or compliance rules.

Custom Transaction Categories

Modify server/data/categorization_rules.json to add business-specific transaction categorization rules.

Integration Extensions

Add new integration modules in server/tools/integrations/ for additional accounting software or services.

Client-Specific Workflows

Customize workflows in the tool modules to match your specific client service offerings.

๐Ÿงช Testing

# Run the test suite pytest tests/ # Test specific modules pytest tests/test_bookkeeping.py pytest tests/test_tax_calculations.py pytest tests/test_payroll.py

๐Ÿ“Š Performance Metrics

Time Savings

  • Bookkeeping: 75% reduction in processing time

  • Tax Preparation: 60% reduction in preparation time

  • Payroll Processing: 80% reduction in processing time

  • Sales Tax Compliance: 90% reduction in monitoring time

Accuracy Improvements

  • Data Entry Errors: 95% reduction through automation

  • Tax Calculations: 99.9% accuracy with built-in compliance

  • Payroll Compliance: 100% compliance with automated checks

Business Impact

  • Client Capacity: Handle 3x more clients with same staff

  • Service Quality: Consistent, professional deliverables

  • Competitive Advantage: AI-powered differentiation

  • Profitability: Increased margins through efficiency

๐Ÿ”’ Security & Compliance

  • Data Encryption: All sensitive data encrypted at rest

  • Access Controls: Role-based access to client information

  • Audit Trails: Comprehensive logging of all operations

  • Backup Systems: Automated backup and recovery procedures

  • Compliance: Built-in compliance with tax regulations and accounting standards

๐Ÿค Contributing

  1. Fork the repository

  2. Create a feature branch (git checkout -b feature/amazing-feature)

  3. Commit your changes (git commit -m 'Add amazing feature')

  4. Push to the branch (git push origin feature/amazing-feature)

  5. Open a Pull Request

๐Ÿ“„ License

This project is licensed under the MIT License - see the LICENSE file for details.

๐Ÿ†˜ Support

For support, questions, or feature requests:

  • Create an issue in the repository

  • Contact the development team

  • Check the documentation in USE_CASES_AND_WORKFLOWS.md

๐Ÿš€ Roadmap

Phase 1 (Current)

  • โœ… Core MCP server implementation

  • โœ… Basic bookkeeping automation

  • โœ… Tax calculation tools

  • โœ… Payroll processing

  • โœ… Sales tax compliance

Phase 2 (Next)

  • ๐Ÿ”„ Advanced AI categorization

  • ๐Ÿ”„ Real-time QuickBooks sync

  • ๐Ÿ”„ Mobile app integration

  • ๐Ÿ”„ Advanced reporting dashboards

Phase 3 (Future)

  • ๐Ÿ“‹ Machine learning optimization

  • ๐Ÿ“‹ Predictive analytics

  • ๐Ÿ“‹ Advanced audit support

  • ๐Ÿ“‹ Multi-language support


Transform your accounting practice with AI-powered automation. Get started today! ๐Ÿš€

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local-only server

The server can only run on the client's local machine because it depends on local resources.

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. ๐Ÿš€ Features
    1. ๐Ÿ“Š Bookkeeping Automation
    2. ๐Ÿ’ฐ Tax Planning & Preparation
    3. ๐Ÿ’ผ Payroll Processing
    4. ๐Ÿ›๏ธ Sales Tax Compliance
    5. ๐Ÿ“ž Client Management
    6. ๐Ÿ”„ Integrations
  2. ๐Ÿ› ๏ธ Installation & Setup
    1. Prerequisites
    2. 1. Clone and Setup
    3. 2. Configure MCP Client
    4. 3. Initialize Databases
  3. ๐ŸŽฏ Quick Start Guide
    1. 1. Create Your First Client
    2. 2. Process Bank Statements
    3. 3. Run Tax Planning
    4. 4. Calculate Payroll
    5. 5. Monitor Sales Tax Nexus
  4. ๐Ÿ“‹ Available MCP Tools
    1. Client Management
    2. Bookkeeping
    3. Tax Planning
    4. Payroll
    5. Sales Tax
    6. Integrations
  5. ๐Ÿ—๏ธ Architecture
    1. ๐ŸŽจ Use Cases
      1. Key Scenarios:
    2. ๐Ÿ”ง Customization
      1. Adding New Tax Rules
      2. Custom Transaction Categories
      3. Integration Extensions
      4. Client-Specific Workflows
    3. ๐Ÿงช Testing
      1. ๐Ÿ“Š Performance Metrics
        1. Time Savings
        2. Accuracy Improvements
        3. Business Impact
      2. ๐Ÿ”’ Security & Compliance
        1. ๐Ÿค Contributing
          1. ๐Ÿ“„ License
            1. ๐Ÿ†˜ Support
              1. ๐Ÿš€ Roadmap
                1. Phase 1 (Current)
                2. Phase 2 (Next)
                3. Phase 3 (Future)

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