Metadata-Version: 2.5
Name: aus-accounting-mcp
Version: 0.2.0
Summary: MCP facade for ATO benchmarks, Payday Super and limited Division 7A loan review. uvx from PyPI; not advice.
Project-URL: Homepage, https://duguid.com.au/tools/australian-tax-ai-agents/
Project-URL: Repository, https://github.com/ryanduguid/australian-accounting.git
Author-email: Ryan Duguid <ryan@duguid.com.au>
License-Expression: MIT
License-File: LICENSE
Keywords: accounting,accounting-ai,ato,ato-benchmarks,australian-tax,division-7a,mcp-server,model-context-protocol,payday-super,tax
Classifier: Development Status :: 4 - Beta
Classifier: Environment :: Console
Classifier: Intended Audience :: Financial and Insurance Industry
Classifier: Natural Language :: English
Classifier: Operating System :: OS Independent
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.10
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Classifier: Programming Language :: Python :: 3.13
Classifier: Topic :: Office/Business :: Financial :: Accounting
Requires-Python: >=3.10
Requires-Dist: ato-benchmark-compare==0.1.6
Requires-Dist: australian-tax-calculators==0.1.2
Requires-Dist: div7a-loan-review==0.1.1
Requires-Dist: mcp<3,>=2.1.1
Requires-Dist: payday-super-checker==0.1.3
Provides-Extra: dev
Requires-Dist: build>=1.2; extra == 'dev'
Requires-Dist: mypy>=1.14; extra == 'dev'
Requires-Dist: pillow==12.3.0; extra == 'dev'
Requires-Dist: pytest-cov>=4.0.0; extra == 'dev'
Requires-Dist: pytest>=8.0.0; extra == 'dev'
Requires-Dist: ruff>=0.11; extra == 'dev'
Requires-Dist: tomli>=2.0.1; (python_version < '3.11') and extra == 'dev'
Requires-Dist: twine==7.0.0; extra == 'dev'
Description-Content-Type: text/markdown

# 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](https://github.com/ryanduguid/australian-accounting/blob/main/apps/aus-accounting-mcp/DISCLAIMER.md).

## Install

Requires Python 3.10+ and [uv](https://docs.astral.sh/uv/):

```bash
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:

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

[Add to Cursor](https://cursor.com/en/install-mcp?name=aus-accounting&config=eyJjb21tYW5kIjoidXZ4IiwiYXJncyI6WyJhdXMtYWNjb3VudGluZy1tY3AiXX0=)
or use the [client setup guide](https://github.com/ryanduguid/australian-accounting/blob/main/apps/aus-accounting-mcp/docs/REFERENCE.md#client-setup).

For Codex:

```bash
codex mcp add aus-accounting -- uvx aus-accounting-mcp
```

For Claude Code:

```bash
claude mcp add aus-accounting -- uvx aus-accounting-mcp
```

## Tools

| Tool | Use |
|---|---|
| `list_ato_benchmark_industries` | Find a business type in the bundled ATO dataset. |
| `get_ato_benchmarks` | Compare supplied P&L figures with ATO benchmark ranges. |
| `calc_payday_super_deadline` | Review timing for one super contribution. |
| `review_payday_super_contributions` | Review related contributions together for one employer. |
| `calculate_tax_worksheet` | Calculate one of six worksheets with established scope and period. |
| `search_accounting_library` | Search a configured local Markdown library. |
| `read_accounting_library` | Read cited lines from that library. |
| `get_div7a_benchmark_rate` | Get a reviewed Division 7A benchmark rate, or `UNKNOWN`. |
| `review_div7a_loan` | Review s 109N terms and s 109E minimum yearly repayments for one supplied amalgamated loan. |
| `refuse_div7a` | Explain unsupported Division 7A matters. Call without arguments. |
| `generate_synthetic_sbr_fixture` | Generate fabricated CTR/BAS test data. |

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](https://github.com/ryanduguid/australian-accounting/blob/main/apps/aus-accounting-mcp/docs/REFERENCE.md)
covers all exclusions, input rules, prompts, resources and evaluation instructions.

## 30-second proof

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

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

![Static terminal proof of synthetic BAS output and Division 7A loan review](https://raw.githubusercontent.com/ryanduguid/australian-accounting/main/apps/aus-accounting-mcp/docs/quick-proof.webp)

The [checked text transcript](https://github.com/ryanduguid/australian-accounting/blob/main/apps/aus-accounting-mcp/docs/quick-proof.txt)
and [proof and provenance](https://github.com/ryanduguid/australian-accounting/blob/main/apps/aus-accounting-mcp/docs/REFERENCE.md#demonstration-and-provenance)
record the expected output, limitations and asset source.

## Licence and releases

MIT License. Created by Ryan Duguid.
[Release notes](https://github.com/ryanduguid/australian-accounting/blob/main/apps/aus-accounting-mcp/RELEASE_NOTES.md),
[v0.2.0 release record](https://github.com/ryanduguid/australian-accounting/releases/tag/aus-accounting-mcp/v0.2.0),
[CITATION.cff](https://github.com/ryanduguid/australian-accounting/blob/main/apps/aus-accounting-mcp/CITATION.cff).

<!-- mcp-name: io.github.ryanduguid/aus-accounting -->
