What is Accounting MCP?

Accounting MCP is a governance layer between your firm's AI clients and the provider services they use. Your team connects Claude and other MCP clients to one workspace URL, while Accounting MCP controls which provider tools each person can see and use.

How the gateway works

  1. A workspace sets the boundary. Members, provider credentials, access grants, API keys, and activity belong to one workspace and stay separate from every other workspace.
  2. Connectors define available capabilities. A workspace owner enables the provider connectors the team needs.
  3. Accounts hold provider credentials. Owners add one or more provider accounts to a connector. Secrets are encrypted at rest and are never displayed again after they are saved.
  4. Grants decide who gets each tier. Owners grant read access, with independent write and destructive opt-ins, directly to a member or workspace group. Overlapping grants combine; active owners always have all tiers.
  5. One MCP endpoint serves each client. The client authenticates to https://accounting-mcp.com/mcp, the user chooses a workspace, and the available tools are filtered from live workspace access.
  6. Activity stays visible without capturing content. The activity log records metadata such as the connector, tool, access tier, status, duration, and time. It never stores tool arguments, tool responses, provider payloads, or credentials.

Credentials stay on the server

AI clients do not receive provider API keys or choose a stored provider connection. Accounting MCP resolves the right account on the server and injects it only when dispatching the permitted tool.

If a connector has several active accounts, an owner can bind a member or group grant to a specific account. This keeps routing predictable without exposing account identifiers or secrets to the client.

Access changes are immediate

Connector access is evaluated on every tool listing and call. Disabling a connector, revoking a grant, removing someone from a group, disconnecting an account, or deactivating a member changes what that person can use without waiting for an existing OAuth token to expire.

What is available today

Accounting MCP includes five FreeAgent read tools for bank accounts, bank transactions, invoices, bills, and profit and loss. ElevenLabs provides outbound Conversational AI calls and transcript downloads. Accounting MCP Diagnostics is built in so clients can check the gateway connection without a provider account. The MCP server reference lists every public tool currently registered.

Next steps