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Accounting Practice MCP Server

🏢 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.

🚀 Features

📊 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

💰 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

💼 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

🏛️ 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

📞 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

🔄 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

🛠️ 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

🎯 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"

📋 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

🏗️ Architecture

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

🎨 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 → 15-30 minutes

  • Quarterly Tax Planning: 2-3 hours → 30-45 minutes

  • Payroll Processing: 2-4 hours → 20-30 minutes

  • Sales Tax Compliance: Manual monthly review → Real-time monitoring

  • Client Communication: 50% reduction in administrative time

🔧 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.

🧪 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

📊 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

🔒 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

🤝 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

📄 License

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

🆘 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

🚀 Roadmap

Phase 1 (Current)

  • ✅ Core MCP server implementation

  • ✅ Basic bookkeeping automation

  • ✅ Tax calculation tools

  • ✅ Payroll processing

  • ✅ Sales tax compliance

Phase 2 (Next)

  • 🔄 Advanced AI categorization

  • 🔄 Real-time QuickBooks sync

  • 🔄 Mobile app integration

  • 🔄 Advanced reporting dashboards

Phase 3 (Future)

  • 📋 Machine learning optimization

  • 📋 Predictive analytics

  • 📋 Advanced audit support

  • 📋 Multi-language support


Transform your accounting practice with AI-powered automation. Get started today! 🚀

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