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Glama
dougdaley

Accounting Ledger MCP Server

by dougdaley

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault

No arguments

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
echoA
Echoes the input message back to the user.

Args:
    message (str): The message to echo.
create_ledgerB
Sets up the ledger by:
- Creating the SQLAlchemy engine from configuration.
- Running migrations to create tables.
- Creating a default reporting entity, currency, chart of accounts, and taxes if not present.
record_cash_saleA
Records a cash sale transaction.

Args:
    narration: Description of the sale
    amount: Sale amount (excluding tax)
    quantity: Quantity of items sold
    tax_code: Tax code to apply (default: GSTOUT)
    entity_name: Entity name to use
record_cash_purchaseB
Records a cash purchase (expense) transaction.

Args:
    narration: Description of the purchase
    amount: Purchase amount (excluding tax)
    quantity: Quantity of items purchased
    tax_code: Tax code to apply (default: GSTIN)
    entity_name: Entity name to use
record_client_invoiceA
Records a client invoice (credit sale) transaction.

Args:
    narration: Description of the invoice
    amount: Invoice amount (excluding tax)
    quantity: Quantity of items invoiced
    tax_code: Tax code to apply (default: GSTOUT)
    entity_name: Entity name to use
record_supplier_billA
Records a supplier bill (credit purchase) transaction.

Args:
    narration: Description of the bill
    amount: Bill amount (excluding tax)
    quantity: Quantity of items billed
    tax_code: Tax code to apply (default: GSTIN)  
    entity_name: Entity name to use
generate_profit_loss_reportA
Generates a Profit & Loss (Income Statement) report in JSON format.

Args:
    entity_name: Entity name to generate report for
    start_date: Start date for the report (YYYY-MM-DD format, optional)
    end_date: End date for the report (YYYY-MM-DD format, optional)

Returns:
    JSON string containing the P&L report

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

TDQS

A3.7/5.0

Scored across 7 tools

Disambiguation5/5

Each tool has a clearly distinct purpose: setup, reporting, and four specific transaction types. The echo tool is unrelated but not confusing, as it serves a generic utility function.

Naming Consistency4/5

Most tools follow a consistent verb_noun pattern with snake_case (create_ledger, generate_profit_loss_report, record_*). The exception is 'echo', which is a simple verb, but this is a minor deviation.

Tool Count5/5

Seven tools is well-scoped for an accounting ledger server: one setup tool, four transaction recording tools, one reporting tool, and one utility. Each tool earns its place.

Completeness3/5

The server covers setup, transaction recording, and reporting, but lacks fundamental operations like listing or retrieving transactions, editing, or deleting records. This creates a gap where agents cannot inspect or manage recorded data directly.

Maintenance

ActivityInactive
ResponsivenessNo issues