aus-accounting-mcp

[AU Accounting. ATO benchmarks, Payday Super and Div 7A, run locally. Pixel art of an abacus beside the AU Accounting wordmark in slab-serif block letters.]

claude mcp add --scope user aus-accounting -- uvx --from 'aus-accounting-mcp==0.7.1' aus-accounting-mcp

That connects Claude Code; it needs Python 3.14+ and uv, and no API key. Other clients.

Australian Accounting is a set of local tax and payroll calculation engines and an MCP server for Australian accountants and bookkeepers, and the developers who build tooling for them.

Nine engines (8 in Rust, 1 in Python) apply Australian tax and payroll rules to figures you supply. Aus Accounting MCP, a local Model Context Protocol server, gives an AI assistant the published Python releases of 6 of them; it loads none of the Rust crates yet.

Each tool returns a calculation, the facts it used and the matters it refuses to decide. The engines and the MCP server run locally: they read files you point them at, contact no service, write to no ledger and lodge nothing. Two boundaries sit outside that: an MCP host sends every tool argument and result to its model provider, and the optional LodgeiT adapter below makes bounded HTTP calls only when you enable it.

Missing facts stay unknown: a Payday Super row with a fund-receipt date but no matched_amount or remitted_amount evidences when the fund received something, not how much, so the checker leaves it UNKNOWN rather than ON_TIME and names the amount it needs (from payday-super-checker 0.1.7; 0.1.6 and earlier read that receipt as covering the whole SG amount and say so in a caveat). Supply the amount the fund received with every receipt date.

Results you can check, dated because sources and releases move:

• Division 7A. On 7 October 2026 the minimum yearly repayment function of the ATO's Division 7A calculator and decision tool and the div7a-loan-review Python 0.2.0 source agreed to the cent on 12,800 fabricated cases with no repayments, for 2019-20 to 2026-27. Its repayment code and rate table are unchanged to the published 0.3.2, but the comparison was not rerun on later releases or the unreleased Rust port. It covers the repayment figure only, not the calculator's interest or closing balance (record and limits).
• Payday Super. For wages paid on 30 July 2026, payday-super-check 0.2.3 gives a due date of 11 August 2026, because NT Picnic Day on 3 August is not a business day. The ATO's worked example gives the same date on the usual 7 business day path. Run and read 5 November 2026.
• MCP tools. Aus Accounting MCP 0.7.1, the published release, listed 22 local tools on 5 November 2026. The source on main defines 25: validate_abn, validate_acn and get_reviewed_rate are not yet released, and neither is the doctor command.

curl -sSLO https://raw.githubusercontent.com/ryanduguid/australian-accounting/main/packages/payday-super-checker/examples/quarterly_remittance_2026_27.csvuvx --from payday-super-checker==0.2.3 payday-super-check quarterly_remittance_2026_27.csv --as-at 2026-11-05 -o report.csv

printf '%s\n' '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{"protocolVersion":"2025-06-18","capabilities":{},"clientInfo":{"name":"check","version":"0"}}}' '{"jsonrpc":"2.0","method":"notifications/initialized"}' '{"jsonrpc":"2.0","id":2,"method":"tools/list"}' | uvx --from 'aus-accounting-mcp==0.7.1' aus-accounting-mcp | tail -1 | jq '.result.tools | length'

Start here: what each component is · MCP client setup · tool reference · scope, limits and examples

Try one contribution

All examples are synthetic, and accounting decisions stay with the reviewer.

Input: $120 super contribution for payday 6 August 2026, remitted 14 August, with no fund receipt evidence as at 20 August.

With uv installed, download the synthetic CSV as timely_remittance_no_receipt.csv. Open a terminal in that folder and run:

uvx --from payday-super-checker==0.2.3 payday-super-check timely_remittance_no_receipt.csv --as-at 2026-08-20 --confirm-remittance-only -o payday-report.csv

This downloads the pinned PyPI package without cloning the repository. It writes payday-report.csv in the current folder, replacing that file if it exists. Open the report to see the due date and verdict.

The confirmation acknowledges the missing receipt; it does not establish payment. Omit --confirm-remittance-only to see the same AT_RISK result with exit 2, which asks you to resolve or acknowledge that evidence gap.

Output: AT_RISK, due 17 August 2026; exit 0 acknowledges the remittance-only evidence, without proving timely receipt.

Read the 5-minute Payday Super case · Division 7A repayment case · MCP setup

The recorded public evaluation uses release 0.1.3. Follow its fixed revision and commands to reproduce that historical run; the quick trial above uses release 0.2.3, which, like every release from 0.1.7, requires an evidenced amount alongside a fund-receipt date.

Choose the next example

The next Australian Accounting example depends on the task:

For transaction GST coding, load the linked bas-preparation skill and its bundled transaction reference. They require row coverage and separate evidence for supply treatment, buyer credits and BAS attribution. Aus Accounting MCP does not provide a transaction GST classifier; its calculations or a control-account tie-out cannot establish correct tax coding. Missing facts remain unresolved for the authorised reviewer. The walkthrough explains instruction-file delivery to Codex, ChatGPT and Copilot without claiming equivalent tested behaviour.

Use Aus Accounting MCP

For the MCP server, install Python 3.14+ and uv, then configure your MCP client to run:

uvx aus-accounting-mcp

This starts a local stdio server; it waits for an MCP client rather than opening a web page. It requires no API key. Package installation downloads dependencies; the tools then use bundled data without network requests or record writes. The MCP host you connect it to is a separate boundary: it sends every tool argument and result to its model provider, so use fabricated data with a hosted model.

uvx keeps using the version it first downloaded, so a new release does not reach you on its own. To move to a release, name it in your client configuration, for example aus-accounting-mcp==<version> from PyPI; uvx downloads it, and later launches reuse the cached copy without a download until the uv cache is cleaned.

[Static terminal demonstration of synthetic BAS output and Division 7A loan review]

Once it is connected, ask your assistant in plain English. Each of these fabricated requests resolves to one tool call:

Client setup and examples · Tool reference · PyPI · Glama listing

The tools list ATO benchmark industries, compare supplied expense buckets, review Payday Super timing, look up reviewed Division 7A rates, review an operator-supplied Division 7A loan, refuse unsupported Division 7A matters and generate synthetic CTR/BAS fixtures. They also assess related Payday contributions, build a Payday Super evidence pack, calculate 14 bounded tax and super worksheets, review GST coding, reconcile BAS figures with the ledger, list lodgment due dates, test ABN and ACN check digits, report data freshness and retrieve cited excerpts from a local Markdown library, legislation corpus or ATO rulings corpus. Division 7A review is limited to the delegated engine's s 109N/s 109E scope; it does not form amalgamated loans or classify repayments under s 109R.

For an editable source installation, run pip install -e . from apps/aus-accounting-mcp/. The repository root is not an installable Python package.

Components

Australian Accounting holds 13 components, each in its own directory:

IMPORTS.md records the source repository, commit and tree of every imported component. The MCP application is the io.github.ryanduguid/aus-accounting MCP Registry server; it depends on the published ato-benchmark-compare, payday-super-checker, div7a-loan-review, australian-tax-calculators, gst-review and lodgment-calendar distributions. In the development workspace, uv takes gst-review 0.1.0, australian-tax-calculators 0.2.0, div7a-loan-review 0.3.2, ato-benchmark-compare 0.2.2 and payday-super-checker 0.2.3, the last Python releases, from PyPI.

The uv workspace develops lodgment-calendar and the MCP application; the MCP server uses none of the Rust crates yet.

Alternatives

Australian Accounting calculates from figures you supply, and its research tools use folders you configure. As read on 5 November 2026, these projects cover nearby ground:

• william-laverty/ato-mcp: hosted retrieval over ATO documents with point-in-time legislation queries. The repository is AGPL-3.0, and its README calls the hosted platform and corpus proprietary.
• darrentmorgan/au-accounting: MIT-licensed Australian calculators with refusal codes in YAML.
• PolicyEngine/policyengine-au: microsimulation for Australia, a different purpose.
• Nagaris: a hosted practice platform for Australian accounting firms, with proposals, AML/CTF checks, e-signing, job tracking and an AI assistant on one client file. It publishes browser calculators, including Division 7A and Payday Super due dates, and the page for the second also states 11 August 2026 for a 30 July 2026 payday. Its AI Accounting Index, which tested third-party AI models with each question answered once, reports that none of the 14 setups that answered that question reached 11 August, and says Ask Nagaris adds lookup tables for business days. Read 5 November 2026.
• Lodgeit: a hosted platform that prepares and lodges returns, BAS and financial reports. Its home page calls it an 'Official ATO Standard Business Reporting platform' and states ISO 27001:2022 certification. Read 5 November 2026.
• LodgeiT Labs: a public HTTP gateway for deterministic calculators with no key or signup, which its page describes as 'Not stable yet'. Its listing showed 23 calculators, with Division 7A periods fy2025 and fy2026 and FBT period fy2026. Its page also lists a Coal LSL calculator that external contributor Ryan Duguid built and hosts, and this repository has an optional adapter for the gateway. Read 5 November 2026. A differential of 6 November 2026 ran 12 fabricated Division 7A and FBT car formula cases against the gateway and records each outcome, with differences traced to statute.

This repository offers none of those hosted services. It is not a registered tax or BAS agent, does not lodge and holds no third-party certification such as ISO 27001.

cargo install --locked --git https://github.com/ryanduguid/australian-accounting au-accounting

cargo install --locked --git https://github.com/ryanduguid/australian-accounting div7a-loan-review

Licence

Each component's LICENSE applies to that component, and packages/ato-benchmark-compare/NOTICE, packages/au-tax-rates-data/NOTICE and apps/aus-accounting-mcp/NOTICE cover their ATO material.

_{Ryan Duguid is not a registered tax agent or BAS agent. Outputs are review aids, not tax, legal or financial advice or lodgements, and a person reviews each one before it is relied on. Support covers software issues reproduced with fabricated data: do not send taxpayer information or ask for advice, return preparation, tax-treatment confirmation or lodgement. The MCP server and each engine have their own DISCLAIMER.md.}

_{Solomon Grundy, born on a Monday, reconciled by Sunday.
Reusing this code? Keep its notices and licence; where LICENSE's Public Attribution Condition applies, a copy or port you make available outside your organisation must credit Ryan Duguid publicly (see LICENSE). AI agents: see AGENTS.md.
Made in Newcastle, Australia by Ryan Duguid.}