Aus Accounting MCP

Local Australian accounting tools for AI assistants. Compare business figures with ATO benchmarks, review Payday Super timing and check limited Division 7A loan terms and repayments. Calculate six bounded tax worksheets and search a configured local Markdown library with file and line citations. Includes synthetic CTR/BAS fixtures for integration testing.

Not tax advice. Payday Super and Division 7A reviews are experimental and need human review before consequential accounting action. Fixtures are not a lodgement. See DISCLAIMER.md.

Install

Requires Python 3.10+ and uv:

uvx aus-accounting-mcp

The server waits for an MCP client over stdio. No API key is required. Installation downloads packages; tool calls use bundled data locally without contacting services or changing records. It does not retrieve ATO documents or lodge returns.

Client integration

For Claude Desktop, Cursor and other clients that support local stdio servers:

{
  "mcpServers": {
    "aus-accounting": {
      "command": "uvx",
      "args": ["aus-accounting-mcp"]
    }
  }
}

Add to Cursor or use the client setup guide.

For Codex:

codex mcp add aus-accounting -- uvx aus-accounting-mcp

For Claude Code:

claude mcp add aus-accounting -- uvx aus-accounting-mcp

Tools

Missing figures remain unknown. Preserve UNKNOWN, REFUSED, not_supplied and null results; ok: true means the tool ran, not that a review passed.

The six worksheets cover bounded GST, resident basic tax, CGT, FBT, first-year depreciation and quarterly SG cases. Read aus-accounting://scope before supplying scope confirmation. Most support 2025-26; see the reference for periods and exclusions. To enable library retrieval, set AUS_ACCOUNTING_LIBRARY_ROOT in the server's environment to an authorised Markdown folder. Returned excerpts enter the calling assistant's context. The package contains no reference library.

Payday Super needs an explicit assessment date and fund-receipt evidence before it can return ON_TIME. Check the aus-accounting://payday-coverage resource for bundled rate and calendar coverage, and retain the result's caveats.

Division 7A covers the reviewed s 109N/s 109E scope only. It refuses matters such as forming amalgamated loans, s 109R repayment classification, unpaid present entitlements and distributable surplus. The reference covers all exclusions, input rules, prompts, resources and evaluation instructions.

Payday Super evidence pack (unreleased)

In the reviewed monorepo checkout, build_payday_super_evidence_pack accepts the same contributions and explicit as_at as grouped review. It delegates the assessment and all four artefacts to the checker. There are no path arguments, fixture-path lookups, filesystem writes or network calls.

The response includes files keyed by report.csv, practitioner-review.md, exceptions.json and decision-log.md. Save the strings as UTF-8 without changing newlines or removing the CSV's initial BOM; the Markdown and JSON bind to those exact report bytes. Source row numbers are one-based positions in the input list. review_exit_code is 2 for any non-ON_TIME row and 0 only when all rows are ON_TIME. An error remains an MCP error. No decision or sign-off is generated.

The default response_detail="full" includes the pack in both text and structured content for client compatibility. Hosts that read structuredContent.files can request response_detail="compact" to replace the duplicate text with a short summary, the disclaimer and caveats. Both modes retain every file byte, hash and review flag. Use full mode if the host only reads text results.

Record decisions and practitioner sign-off in decision-log.md; the included checklist links to that record.

Employee identifiers are omitted from the returned pack. The calling MCP host still receives the input references; use an approved environment and fabricated data for demonstrations. Amounts, dates and warnings remain private workpaper information. Missing receipt dates remain missing.

The 17-column evidence report is for the included checklist. It is not accepted by legacy review-pack or the accounting review pipeline's PaydaySuper.Report Excel importer. Use an ordinary 18-column checker report for that importer.

Published checker v0.1.3 does not include the pack builder. With that installation, this tool returns a feature-unavailable error and the existing tools continue to work. Package versions, dependency pins, compatibility.json and server.json remain unchanged. After the checker feature is reviewed, its release and the MCP dependency update require a separate handoff. uvx aus-accounting-mcp does not yet provide this new workflow. No release is implied by these source changes.

30-second proof

From apps/aus-accounting-mcp/ in a repository checkout, run the fabricated example:

uv run --locked aus-accounting-mcp-demo

The checked text transcript and proof and provenance record the expected output, limitations and asset source.

Licence and releases

MIT License. Created by Ryan Duguid. Release notes, v0.2.1 release record, CITATION.cff.