🤖 Agentic Accounting MCP Server


> Autonomous Accounting System via Model Context Protocol
> Expose powerful accounting tools to Claude and other AI assistants through MCP

Integrate advanced tax calculations, compliance checking, fraud detection, and financial reporting directly into Claude Desktop or any MCP-compatible client. Built on the Model Context Protocol, this server provides 10+ specialized accounting tools for autonomous financial operations.

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✨ Features

- 🧮 Tax Calculations - Multiple methods (FIFO, LIFO, HIFO, Specific ID, Average Cost)
- 📋 Compliance Checking - Multi-jurisdiction regulatory validation
- 🔍 Fraud Detection - Vector-based anomaly detection with confidence scoring
- 💰 Tax-Loss Harvesting - Automated opportunity scanning for portfolio optimization
- 📊 Report Generation - P&L, Schedule-D, Form 8949, audit trails
- 📥 Transaction Ingestion - Support for Coinbase, Binance, Kraken, Etherscan, CSV
- 📈 Position Tracking - Real-time asset position management
- 🛡️ Merkle Proofs - Cryptographic verification for audit trails
- 🧠 Learning System - Agent performance optimization with feedback loops
- 📉 Performance Metrics - Comprehensive agent analytics and monitoring

---

🚀 Installation

$3

``bash
npm install -g @neural-trader/agentic-accounting-mcp
`

$3

`bash
npm install @neural-trader/agentic-accounting-mcp
`

$3

Add to your Claude Desktop configuration (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

`json
{
"mcpServers": {
"agentic-accounting": {
"command": "npx",
"args": [
"-y",
"@neural-trader/agentic-accounting-mcp"
]
}
}
}
`

> 💡 Tip: Restart Claude Desktop after updating the configuration to activate the MCP server.

---

⚡ Quick Start

$3

1. Install the server (see Installation above)
2. Restart Claude Desktop
3. Use accounting tools in conversation:

`
Claude, can you calculate the tax liability for this Bitcoin sale using FIFO method?
`

Claude will automatically use the accounting_calculate_tax tool to process your request.

$3

`typescript
import { Server } from '@modelcontextprotocol/sdk/server/index.js';
import { StdioServerTransport } from '@modelcontextprotocol/sdk/server/stdio.js';

// Server starts automatically when imported
// Tools are available via MCP protocol
`

---

📖 Detailed Tutorial

$3

Calculate capital gains and tax liability using various accounting methods:

In Claude:
`
I sold 0.5 BTC at $60,000. I originally bought:
- 0.3 BTC at $30,000 on Jan 1
- 0.4 BTC at $40,000 on Feb 1

Calculate my tax using FIFO method.
`

Behind the scenes, Claude uses:
`json
{
"tool": "accounting_calculate_tax",
"arguments": {
"transaction": {
"asset": "BTC",
"quantity": 0.5,
"price": 60000,
"date": "2024-03-01"
},
"method": "FIFO"
}
}
`

Response:
`json
{
"method": "FIFO",
"gainLoss": 12000,
"costBasis": 18000,
"proceeds": 30000,
"taxLiability": 2880
}
`

$3

Validate transactions against regulatory requirements:

In Claude:
`
Check if this $15,000 crypto-to-crypto swap complies with US regulations.
`

Tool call:
`json
{
"tool": "accounting_check_compliance",
"arguments": {
"transaction": {
"type": "swap",
"amount": 15000,
"fromAsset": "ETH",
"toAsset": "BTC"
},
"jurisdiction": "US"
}
}
`

> ⚠️ Warning: Always consult with a licensed tax professional for production tax reporting. This tool provides automated analysis but is not a substitute for professional advice.

$3

Analyze transactions for suspicious patterns:

In Claude:
`
Analyze this transaction for fraud:
- $50,000 transfer to new wallet
- Sent at 3 AM
- First transaction from this address
`

Tool call:
`json
{
"tool": "accounting_detect_fraud",
"arguments": {
"transaction": {
"amount": 50000,
"timestamp": "2024-03-01T03:00:00Z",
"toAddress": "0xnew...",
"isFirstTransaction": true
}
}
}
`

Response:
`json
{
"fraudScore": 0.72,
"confidence": 0.85,
"anomalies": [
"Unusual transaction time",
"First-time recipient",
"Large amount"
],
"riskLevel": "MEDIUM"
}
`

$3

Identify opportunities to reduce tax liability:

In Claude:
`
Scan my portfolio for tax-loss harvesting opportunities:
- 10 ETH bought at $3000 (now $2500)
- 1 BTC bought at $50000 (now $60000)
- 100 SOL bought at $150 (now $100)
`

Tool call:
`json
{
"tool": "accounting_harvest_losses",
"arguments": {
"positions": [...],
"currentPrices": {
"ETH": 2500,
"BTC": 60000,
"SOL": 100
}
}
}
`

$3

Generate professional financial reports:

In Claude:
`
Generate a Schedule-D report for tax year 2024 with all my crypto transactions.
`

Tool call:
`json
{
"tool": "accounting_generate_report",
"arguments": {
"reportType": "schedule-d",
"transactions": [...],
"year": 2024
}
}
`

> 📝 Note: Reports are generated in JSON format by default. Use the CLI tool for PDF/CSV export.

---

🔧 Available MCP Tools

$3

Calculate tax liability using specified accounting method.

Parameters:
- transaction (object) - Transaction details
- method (string) - FIFO | LIFO | HIFO | SPECIFIC_ID | AVERAGE_COST

$3

Validate transaction compliance with regulatory rules.

Parameters:
- transaction (object) - Transaction to validate
- jurisdiction (string, optional) - US | EU | UK | etc.

$3

Analyze transaction for fraud using vector-based detection.

Parameters:
- transaction (object) - Transaction to analyze

$3

Scan portfolio for tax-loss harvesting opportunities.

Parameters:
- positions (array) - Array of open positions
- currentPrices (object) - Current market prices

$3

Generate financial or tax report.

Parameters:
- reportType (string) - pnl | schedule-d | form-8949 | audit
- transactions (array) - Transactions to include
- year (number, optional) - Tax year

$3

Ingest transactions from external sources.

Parameters:
- source (string) - coinbase | binance | kraken | etherscan | csv
- data (array) - Raw transaction data

$3

Get current position for an asset.

Parameters:
- asset (string) - Asset symbol (e.g., "BTC", "ETH")
- wallet (string, optional) - Wallet identifier

$3

Verify Merkle proof for transaction audit trail.

Parameters:
- transaction (object) - Transaction to verify
- proof (object) - Merkle proof
- rootHash (string) - Expected root hash

$3

Process feedback to improve agent performance.

Parameters:
- agentId (string) - Agent identifier
- rating (number) - Rating from 0 to 1
- comments (string, optional) - Feedback text

$3

Get performance metrics for an agent.

Parameters:
- agentId (string) - Agent identifier
- startDate (string, optional) - ISO format date
- endDate (string, optional) - ISO format date

---

⚙️ Configuration

$3

Edit claude_desktop_config.json:

`json
{
"mcpServers": {
"agentic-accounting": {
"command": "npx",
"args": [
"-y",
"@neural-trader/agentic-accounting-mcp"
],
"env": {
"NODE_ENV": "production"
}
}
}
}
`

$3

`bash


Optional: Set log level

export LOG_LEVEL=debug

Optional: Database connection

export DB_PATH=/path/to/accounting.db
`

$3

For advanced users, you can run the server directly:

`bash
node node_modules/@neural-trader/agentic-accounting-mcp/dist/server.js
`

---

💡 Integration Examples

$3

`
Claude, I need to calculate my 2024 crypto taxes:

1. Import transactions from my Coinbase account
2. Calculate gains using HIFO method
3. Check compliance with US regulations
4. Generate Form 8949
5. Identify any tax-loss harvesting opportunities

Please walk me through each step.
`

Claude will orchestrate multiple tools to complete this workflow automatically.

$3

`
Claude, monitor this transaction in real-time:
- Amount: $100,000
- Destination: 0xabc123...
- Time: 2024-11-16T14:30:00Z

Check for fraud indicators and verify the transaction proof.
`

$3

`
Claude, analyze my portfolio:
- Show current positions for all assets
- Calculate unrealized P&L
- Find tax-loss harvesting opportunities
- Generate a comprehensive report
`

---

🔗 Related Packages

Part of the Neural Trader Agentic Accounting ecosystem:

- @neural-trader/agentic-accounting-cli - Command-line interface
- @neural-trader/agentic-accounting-core - Core business logic
- @neural-trader/agentic-accounting-agents - Autonomous agents
- @neural-trader/agentic-accounting-types - TypeScript definitions
- @neural-trader/agentic-accounting-engine - Orchestration engine

---

🐛 Troubleshooting

$3

`bash


Check if server is accessible

npx @neural-trader/agentic-accounting-mcp

Expected output: "Agentic Accounting MCP Server running on stdio"

`

$3

1. Verify configuration file location
2. Restart Claude Desktop completely
3. Check for syntax errors in claude_desktop_config.json
4. View logs: ~/Library/Logs/Claude/mcp*.log

$3

`bash


Ensure executable permissions


chmod +x node_modules/.bin/agentic-accounting-mcp
`

> 💡 Tip: Enable debug logging with export LOG_LEVEL=debug` for detailed troubleshooting information.

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📚 Additional Resources

- Model Context Protocol Documentation
- Claude Desktop Setup Guide
- Neural Trader Documentation
- API Reference

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🤝 Contributing

Contributions are welcome! Please see CONTRIBUTING.md for guidelines.

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📄 License

Licensed under MIT OR Apache-2.0. See LICENSE for details.

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🌟 Credits

Created by ruv.io
Website: neural-trader.ruv.io

Part of the Neural Trader autonomous trading and accounting platform.

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Keywords: model-context-protocol, claude-desktop, ai-tools, mcp-server, accounting-automation, tax-calculation, compliance-checking, fraud-detection, cryptocurrency-accounting, autonomous-agents