Aus Accounting MCP

Ryan Duguid is not a registered tax agent or BAS agent. Project support is limited to software issues reproduced with fabricated data. Do not send taxpayer information or request advice, return preparation, tax-treatment confirmation, or lodgement.

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 7 bounded tax worksheets, search a configured local Markdown library with file and line citations, and search a configured legislation corpus for provisions, rates and thresholds cited to their Act, section and compilation. 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

For a local file handoff that retains separate engine outputs, see the group review example.

Requires Python 3.10+ and uv:

uvx aus-accounting-mcp

The server waits for an MCP client over stdio. No API key, account or sign-in is required. Installation downloads packages; tool calls then read bundled data and the folders you explicitly configure, locally, without contacting services or changing records. It does not fetch documents from the ATO or the Federal Register, and it does not lodge.

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

For Gemini CLI:

gemini mcp add -s user aus-accounting uvx aus-accounting-mcp

For VS Code:

code --add-mcp "{\"name\":\"aus-accounting\",\"command\":\"uvx\",\"args\":[\"aus-accounting-mcp\"]}"

Windsurf reads the standard config from ~/.codeium/windsurf/mcp_config.json, and any other host that launches a local stdio server runs it the same way. ChatGPT connectors and the Claude.ai web app accept a remote URL rather than a local command, so they cannot run this server.

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 7 worksheets cover bounded GST, resident basic tax, CGT, FBT, first-year depreciation, quarterly SG and Schedule 1 PAYG withholding cases. Read aus-accounting://scope before supplying scope confirmation. Most support 2025-26; see the reference for periods and exclusions.

With the development worksheet engine, aus-accounting://scope also includes engine-owned period dates, required inputs and units, methods, Library example references and fabricated example.facts that run the worksheet tool as a demonstration. The example's scope_confirmed: true is fabricated with the rest of it: for real facts, pass true only after a person has confirmed the scope conditions, because the engine treats that flag as the operator's confirmation. With the published pinned engine, the resource retains its existing scope, source and source-check date fields. The richer catalogue remains unreleased; published dependency pins have not changed. 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.

Legislation corpus

Set AUS_ACCOUNTING_CORPUS_ROOT to a legislation corpus you have built or obtained and authorise the assistant to read. The four corpus tools then cite every provision to its Act, section, compilation number, compilation date and register page, and carry the corpus licence and attribution with the text.

The package ships no corpus and downloads nothing, so the corpus stays yours: no account, no hosted index and no record of what you searched for. au-tax-legislation-corpus builds one from the Federal Register of Legislation in the expected layout.

A row is a point-in-time copy from one build, not a live lookup, and version_is_current records what was true when the corpus was built. Check the compilation date and the register page before relying on a provision, and treat a rate row as the text of one provision rather than a calculation or a confirmed current figure. Retrieval does not extend what the reviewed engines calculate. The reference covers the layout, fields, bounds and a worked example.

Payday Super needs an explicit assessment date and fund-receipt evidence, both the date and the amount received (received with matched_amount), before it should be read as ON_TIME. The pinned checker 0.1.7 leaves a timely receipt date without an amount UNKNOWN. A late receipt without an amount stays LATE, without reducing the shortfall. MCP 0.2.4 pins checker 0.1.6, which assumes full receipt in that case and says so in a caveat. 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

In v0.2.5, build_payday_super_evidence_pack accepts the same contributions and explicit as_at as grouped review. It delegates the assessment and all 4 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.

This documentation describes v0.2.7, which pins payday-super-checker==0.1.7 and div7a-loan-review==0.1.4 and includes the pack builder. Run uvx aus-accounting-mcp==0.2.7 for this version. Check the release and compatibility references below before treating a source version as published. An installation with checker v0.1.3 returns a feature-unavailable error for this tool; the existing tools continue to work. See the website guide for examples and scope.

30-second demonstration

From apps/aus-accounting-mcp/ in a repository checkout, run the fabricated example. It shows the tools running on synthetic data; it is not evidence that a review passed:

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, v0.2.7 release record, CITATION.cff.