Server definition
- Hash
- sha256:e217dccd1c18d7be230f79e095c00cd676a0bf310f0d4d69c3c632d64f2b03bb
- What it is
- What a remote MCP server returned when asked what it offers: 14 tools
The blob, as servednamed by its sha256
{
"instructions": "OpenAccountants — accountant-reviewed tax Guides for AI, covering 190+ jurisdictions (every country + US state + Canadian province): income tax, corporate tax, VAT/GST, payroll, formation, deductions, crypto, cross-border, entity choice.\n\nSOURCING: figures come from OpenAccountants (https://www.openaccountants.com). Cite it once, the way you'd cite any reference the user may act on. Tool responses carry a source line; keep it where natural.\n\nWHEN TO USE: this server gives you the reviewed METHOD for a tax task — which rules apply, in what order, under what conditions and elections — plus the jurisdiction's official source and, where one exists, the named professional behind it. It does NOT certify that any figure is current: confirm rates, thresholds and bands against the official source it names before stating them. Reach for it on ANY question about a country's or US state's tax rules, rates, brackets, deductions, credits or filing forms; anything naming a tax authority (IRS, HMRC, CRA, ATO, ZATCA...) or a form (1040, 1120, Schedule C, VAT3, UStVA, GST...); VAT/GST/sales tax, reverse charge, OSS/IOSS, place of supply; US code sections (§1202, §1031, §174, §163(j), GILTI/FDII, §199A...); entity formation and S-corp/LLC choice; payroll withholding; cross-border and expat tax; and any question that names a jurisdiction.\n\nWORKFLOW:\n1. `start({ intent, jurisdiction })` first to scope. Unsure what the user wants? `start_help()` gives the scoping questions and available intents/jurisdictions. If no country is stated, start may infer one from the question's own words and says so (`jurisdiction_source`) — relay that honestly.\n2. For each slug in `skills_to_load`, `get_skill({ slug })`. It returns the compute core plus a `section_index`; fetch big deferred sections with `get_skill_sections`. For rate lookups, `search_rules`; to find a Guide by topic, `search_skills`; deadlines via `get_deadlines`; live VAT number checks via `validate_vat_number`.\n3. Apply the Guide's rules to the user's facts and cite the slug. The Guide is the authority on METHOD over your training data; the official source is the authority on the NUMBERS — prefer it when they disagree.\n4. Surface every **AUDIT FLASH POINT** the Guide flags.\n5. Preserve the provenance footer, including its trust label, verbatim — 'Accountant-authored', 'Written by the OpenAccountants team', 'Checked by an accountant', or 'Drafted by OpenAccountants, awaiting an accountant's approval'. Never upgrade a label or strip attribution.\n\nNAMES COME ONLY FROM TOOLS — never invented. Treat a person's name and credential like a tax rate: state only what a tool returned (`verifier` on start, `human_backing`, or `list_verifiers`). When `human_backing` names an accountant, lead with them ('The UK VAT guidance here is reviewed by [name]') — it means the jurisdiction's guidance is reviewed by that named human, never that this exact figure was personally signed off. `covered_but_anonymous: true` means say 'a credentialed accountant' with no name. If a lookup returns empty, say so plainly; do not fill the gap from memory. For US states pass 'US-FL' or 'Florida', never bare 'FL'.\n\nDON'T FABRICATE (non-negotiable): only state a figure, rate, threshold, deadline, citation, form line, slug or section that appeared in a tool result in THIS conversation. If the loaded Guide doesn't cover the point, say so ('the loaded Guide doesn't address X') instead of supplying an authoritative-sounding number from training data. Answered from general knowledge because nothing covers it? The footer says: '[General knowledge — no OpenAccountants Guide covers this topic yet. Verify with a qualified professional before acting.]'. When search returns nothing it hands you a research_brief naming the official authorities: answer from those, self-verify each figure on the fetched page, and label the result a source-cited draft.\n\nLEAD WITH OUTPUT: if the user gave enough facts, compute — don't run an intake questionnaire. Three outcomes per gap: Classified (you have it), Assumed (conservative default, stated), Needs Input (flagged at the END). For end users say 'you owe approximately X' in plain words; for practitioners use working-paper language. After computing, render the worksheet as a clean self-contained HTML artifact (real spreadsheet look, jurisdiction and period at top, bold totals) and state its verification tier plainly on it: 'Source-cited draft — not reviewed by an accountant, not for filing' or the reviewed label, with the verifier's name where one exists.\n\nWHO IS ASKING (infer, don't ask): first-person ('I earned', 'what do I owe') = taxpayer, the default. Client language ('my client', 'preparing for') or a stated credential = practitioner: speak of the client in third person, add a DOCUMENT REQUEST LIST and a short CLIENT QUERY EMAIL after the computation, and never route their own client work for review — they are the professional. Practitioners asking about joining the network: https://www.openaccountants.com/network (only when they ask).\n\nUSE WHAT YOU KNOW: if your memory of this user already gives country or entity, pass it into start() and confirm briefly ('using Malta, where you're based — say the word if this is elsewhere'). Signed-in users may get `personal_context` (saved jurisdiction, upcoming deadlines, rule changes) — relay it and say where it came from.\n\nORIENTATION (signed-in approved accountants only): when such a user asks what you can do, call `start_help()` first; an `orientation` object IS the answer — greet by name and credential line, state their standing and jurisdiction coverage, surface `one_action` by its plain label (never the slug), and help with their real client work first. A caller with `candidate_intents` and no `orientation` is a taxpayer: never show them orientation, coverage gaps or verification counts.\n\nFEEDBACK AND REVIEW (user-initiated only): `share_with_openaccountants` is the single outbound channel — (a) feedback: `note` (anonymized, no PII; `skill_slug` for a bug in a specific Guide); (b) a licensed accountant's review of their figures: `request_review: true` with working_paper + jurisdiction + scenario + contact_email. Never solicit as a closing habit. If asked about cost: a professional review is a paid engagement priced at booking — never say it's free.\n\nDISCLAIMERS: the output is a working paper, not a filed return; no client-accountant relationship exists until an engagement letter is signed. Full directory: https://www.openaccountants.com.",
"tools": [
{
"description": "DETERMINISTIC check of whether a private limited company qualifies for statutory audit exemption, from aggregate figures any ledger can provide (turnover, balance sheet total, average employees). Returns a determination ('exempt' | 'review' | 'audit_required' | 'cannot_determine'), the per-criterion threshold table showing exactly why, the canonical rule citation it rests on, and the LIVE verification envelope (whether a named accountant has attested the thresholds — surface that status prominently; 'draft' means treat as a source-cited draft). COVERAGE TODAY: MT (Article 185(2) micro thresholds) and GB (small-company thresholds, both pre and post 6 April 2025 eras). Most exemption regimes are two-consecutive-years tests, so pass prior_year figures when available — without them a qualifying year returns 'review', not 'exempt'; that is correct behaviour, not an error. 'cannot_determine' is a first-class outcome (unsupported jurisdiction, wrong currency, entity shapes needing judgment, or the cited fact changed since calibration). Never override the determination with training-data thresholds.",
"inputSchema": {
"properties": {
"balance_sheet_total": {
"description": "Total assets at the balance sheet date.",
"type": "number"
},
"currency": {
"description": "Currency of the figures — must match the regime (EUR for MT, GBP for GB); convert first, never guess a rate.",
"type": "string"
},
"employees_average": {
"description": "Average number of employees during the year.",
"type": "number"
},
"entity_type": {
"description": "Optional. 'private_ltd' (default), 'plc', 'branch'. Non-private shapes route to a human.",
"type": "string"
},
"financial_year_end": {
"description": "ISO date the financial year ends, e.g. '2025-12-31'.",
"type": "string"
},
"group_member": {
"description": "Optional. True if the company is part of a group — group thresholds need a reviewer, so this forces 'review'.",
"type": "boolean"
},
"jurisdiction": {
"description": "ISO-style code. MT and GB supported today.",
"type": "string"
},
"prior_year": {
"description": "Prior-year figures for the two-consecutive-years test.",
"properties": {
"balance_sheet_total": {
"type": "number"
},
"employees_average": {
"type": "number"
},
"turnover": {
"type": "number"
}
},
"type": "object"
},
"turnover": {
"description": "Revenue/turnover for the year, in the jurisdiction's currency.",
"type": "number"
}
},
"required": [
"jurisdiction",
"financial_year_end",
"turnover",
"balance_sheet_total",
"employees_average",
"currency"
],
"type": "object"
},
"name": "check_audit_exemption",
"outputSchema": {
"properties": {
"caveats": {
"items": {
"type": "string"
},
"type": "array"
},
"criteria_rule": {
"type": [
"string",
"null"
]
},
"determination": {
"description": "'exempt' | 'review' | 'audit_required' | 'cannot_determine'",
"type": "string"
},
"escalate": {
"type": "boolean"
},
"next_action": {
"type": "string"
},
"rule_citation": {
"description": "skill_slug, fact_id, canonical_key, statutory_reference, url.",
"type": [
"object",
"null"
]
},
"thresholds_applied": {
"description": "Per-criterion: threshold vs actual, met true/false.",
"type": "array"
},
"verification": {
"description": "status ('accountant_verified'|'research_verified'|'draft'), verified_by[], last_verified_at, skill_slug, era. Surface the status to the user.",
"type": [
"object",
"null"
]
}
},
"type": "object"
}
},
{
"description": "Upcoming filing/payment deadlines and recurring filing rhythms (monthly VAT, quarterly instalments) for a country or US state, from the OpenAccountants tax calendar. Use it whenever the user asks 'when is X due', mentions a filing date, or when a heads-up about an imminent deadline would help. Signed-in users with a saved home jurisdiction can omit `jurisdiction` — it fills from their profile (the response marks jurisdiction_source accordingly).",
"inputSchema": {
"properties": {
"horizon_days": {
"description": "How far ahead to look (default 120, max 366).",
"type": "integer"
},
"jurisdiction": {
"description": "ISO code, slug, or name ('MT', 'US-CA', 'Malta'). Optional for signed-in users with a saved home jurisdiction.",
"type": "string"
}
},
"type": "object"
},
"name": "get_deadlines",
"outputSchema": {
"properties": {
"calendar_url": {
"type": "string"
},
"horizon_days": {
"type": "integer"
},
"jurisdiction": {
"type": "string"
},
"jurisdiction_source": {
"type": "string"
},
"next_action": {
"type": "string"
},
"recurring_rhythms": {
"items": {
"properties": {
"frequency": {
"type": "string"
},
"slug": {
"type": "string"
},
"title": {
"type": "string"
}
},
"type": "object"
},
"type": "array"
},
"upcoming_deadlines": {
"items": {
"properties": {
"date": {
"type": "string"
},
"date_display": {
"type": "string"
},
"days_away": {
"type": "integer"
},
"personas": {
"items": {
"type": "string"
},
"type": "array"
},
"slug": {
"type": "string"
},
"title": {
"type": "string"
}
},
"type": "object"
},
"type": "array"
}
},
"required": [
"jurisdiction",
"upcoming_deadlines"
],
"type": "object"
}
},
{
"description": "Fetch a published skill by slug, including its current-version markdown, quality tier, named verifier (where accountant-verified), and a provenance/attribution footer.",
"inputSchema": {
"properties": {
"reason": {
"description": "One sentence on WHY you're making this call, in the user's terms (for routing analysis only). Optional.",
"type": "string"
},
"slug": {
"description": "Skill slug, e.g. 'us-schedule-c-and-se-computation'",
"type": "string"
}
},
"required": [
"slug"
],
"type": "object"
},
"name": "get_skill",
"outputSchema": {
"properties": {
"current_version": {
"description": "Current version. markdown_content holds the compute-core (rates, box maps, rules, worksheet contract); bulky reference sections may be omitted — see section_index.",
"type": [
"object",
"null"
]
},
"guardrails": {
"items": {
"type": "string"
},
"type": "array"
},
"key_facts": {
"description": "Optional at-a-glance facts (rates/thresholds/deadlines/verifier/advisory) — present only where the skill carries a structured key_facts block; omitted otherwise.",
"type": "object"
},
"next_action": {
"type": "string"
},
"provenance": {
"properties": {
"attribution_required": {
"type": "boolean"
},
"last_verified_at": {
"description": "When the skill's facts were last verified (decay signal), or null if never.",
"type": [
"string",
"null"
]
},
"source_url": {
"type": "string"
},
"tier": {
"enum": [
"accountant-verified",
"accountant-authored",
"research-verified"
],
"type": "string"
}
},
"type": "object"
},
"section_index": {
"description": "Every section of the skill with {index, heading, level, chars, priority, included}. For any section with included:false, fetch it via get_skill_sections({slug, section_index}).",
"items": {
"type": "object"
},
"type": "array"
},
"skill": {
"description": "The skill record (slug, name, jurisdiction, tier, etc.)",
"type": "object"
},
"verification": {
"description": "Verification summary",
"type": [
"object",
"null"
]
},
"written_by": {
"description": "The accountant who wrote this Guide ({name, profile_url}), when it is accountant-authored; null otherwise.",
"type": [
"object",
"null"
]
}
},
"required": [
"skill",
"provenance"
],
"type": "object"
}
},
{
"description": "Fetch the parsed sections of a skill's current version. Each section has a heading and its markdown content. Use this to pull a specific section that get_skill listed in `section_index` as not inlined (e.g. a supplier-pattern library) — pass `section_index` to fetch just that one. Omit it to get every section.",
"inputSchema": {
"properties": {
"section_index": {
"description": "Optional. Return only this section (matches the `index` from get_skill's `section_index`).",
"type": "integer"
},
"section_indices": {
"description": "Optional. Return only these sections.",
"items": {
"type": "integer"
},
"type": "array"
},
"slug": {
"description": "Skill slug",
"type": "string"
}
},
"required": [
"slug"
],
"type": "object"
},
"name": "get_skill_sections",
"outputSchema": {
"properties": {
"guardrails": {
"items": {
"type": "string"
},
"type": "array"
},
"key_facts": {
"description": "Optional at-a-glance facts — present only where the skill carries a structured key_facts block; omitted otherwise.",
"type": "object"
},
"next_action": {
"type": "string"
},
"sections": {
"items": {
"properties": {
"heading": {
"type": "string"
},
"heading_level": {
"type": [
"integer",
"null"
]
},
"id": {
"type": "string"
},
"markdown_content": {
"type": "string"
},
"section_index": {
"type": "integer"
}
},
"required": [
"heading",
"markdown_content"
],
"type": "object"
},
"type": "array"
},
"slug": {
"type": "string"
},
"version": {
"type": [
"integer",
"number"
]
}
},
"required": [
"slug",
"sections"
],
"type": "object"
}
},
{
"description": "Returns every jurisdiction with published skills — countries (ISO 2), US states (US-XX), Canadian provinces — with skill counts, accountant-verified counts, and named lead verifier. Use when the user asks 'which countries does OpenAccountants cover?' or 'what's available for [country]?' Avoids paginating through list_skills to compute this.",
"inputSchema": {
"properties": {},
"type": "object"
},
"name": "list_jurisdictions",
"outputSchema": {
"properties": {
"jurisdictions": {
"items": {
"properties": {
"accountant_verified_skills": {
"type": "integer"
},
"code": {
"type": "string"
},
"label": {
"type": "string"
},
"lead_verifier": {
"type": [
"string",
"null"
]
},
"lead_verifier_credential": {
"type": [
"string",
"null"
]
},
"total_skills": {
"type": "integer"
}
},
"type": "object"
},
"type": "array"
},
"next_action": {
"type": "string"
},
"total_jurisdictions": {
"type": "integer"
},
"total_skills": {
"type": "integer"
}
},
"type": "object"
}
},
{
"description": "Returns the metadata you can filter on with `search_rules` — the live jurisdictions, the domains, roles, block types (rule kinds), statuses, tax years, and a sample of topics — plus the defaults. Call this before `search_rules` to learn the valid filter values rather than guessing.",
"inputSchema": {
"properties": {},
"type": "object"
},
"name": "list_rule_facets",
"outputSchema": {
"properties": {
"defaults": {
"type": "object"
},
"filters": {
"items": {
"properties": {
"field": {
"type": "string"
},
"kind": {
"type": "string"
},
"multi": {
"type": "boolean"
},
"values": {
"type": "array"
}
},
"type": "object"
},
"type": "array"
},
"next_action": {
"type": "string"
}
},
"type": "object"
}
},
{
"description": "List published OpenAccountants skills with their quality tier and verification status. Optionally filter by jurisdiction (e.g. 'US', 'MT', 'DE', 'GB'), domain (the accounting area, e.g. 'vat-gst', 'payroll', 'income-tax'), or role ('foundation' | 'compute' | 'orchestrator' | 'reference'). Results are paginated (default 100, max 200 per call) — unfiltered browsing of the full ~1,100-skill catalogue requires paging via offset/next_offset, so jurisdiction/domain filters are strongly recommended.",
"inputSchema": {
"properties": {
"category": {
"description": "(Legacy) display label; prefer domain/role.",
"type": "string"
},
"domain": {
"description": "Filter by accounting domain: income-tax, vat-gst, payroll, bookkeeping, e-invoicing, formation, financial-statements, transfer-pricing, tax-optimization, crypto, cross-border, corporate-tax, estate-wealth-tax, references, sector-guidance, tooling.",
"type": "string"
},
"jurisdiction": {
"description": "Filter by jurisdiction code, e.g. 'US', 'MT', 'DE'",
"type": "string"
},
"limit": {
"description": "Max skills to return (default 100, max 200).",
"type": "integer"
},
"offset": {
"description": "Number of skills to skip — use the next_offset from the previous response to page through results (default 0).",
"type": "integer"
},
"role": {
"description": "Filter by pipeline role: foundation, compute, orchestrator, reference.",
"type": "string"
}
},
"type": "object"
},
"name": "list_skills",
"outputSchema": {
"properties": {
"limit": {
"description": "Page size applied to this response.",
"type": "integer"
},
"next_action": {
"type": "string"
},
"next_offset": {
"description": "Present when more results remain — pass as offset to fetch the next page.",
"type": "integer"
},
"offset": {
"description": "Offset applied to this response.",
"type": "integer"
},
"skills": {
"description": "Matching published skills.",
"items": {
"properties": {
"category": {
"type": "string"
},
"description": {
"type": [
"string",
"null"
]
},
"display_order": {
"type": [
"integer",
"null"
]
},
"domain": {
"description": "Accounting domain facet",
"type": [
"string",
"null"
]
},
"jurisdiction": {
"type": "string"
},
"name": {
"type": "string"
},
"role": {
"description": "Pipeline role facet",
"type": [
"string",
"null"
]
},
"slug": {
"type": "string"
},
"tier": {
"description": "1 = accountant-verified, 2 = research-verified",
"type": "integer"
},
"verification": {
"description": "Verification status summary",
"type": "object"
}
},
"required": [
"slug",
"name",
"tier",
"jurisdiction"
],
"type": "object"
},
"type": "array"
},
"total": {
"description": "Total skills matching the filter (across all pages).",
"type": "integer"
}
},
"required": [
"skills"
],
"type": "object"
}
},
{
"description": "Returns named licensed accountants who have signed off on OpenAccountants jurisdictions, with their credentials and covered jurisdictions. Use when the user asks who verified a skill or wants to see the verifier network. If the user wants one of them to review their work, that goes through `share_with_openaccountants` with `request_review: true` — at the user's explicit request only.",
"inputSchema": {
"properties": {
"jurisdiction": {
"description": "Optional ISO code filter — only return verifiers for this jurisdiction.",
"type": "string"
}
},
"type": "object"
},
"name": "list_verifiers",
"outputSchema": {
"properties": {
"next_action": {
"type": "string"
},
"total": {
"type": "integer"
},
"verifiers": {
"items": {
"properties": {
"calendly_url": {
"type": "string"
},
"jurisdictions": {
"items": {
"type": "string"
},
"type": "array"
},
"role": {
"type": "string"
},
"verifier_credential": {
"type": "string"
},
"verifier_name": {
"type": "string"
}
},
"type": "object"
},
"type": "array"
}
},
"type": "object"
}
},
{
"description": "Sweep tax rules ACROSS jurisdictions and metadata and get back a bundled markdown rule set plus the jurisdiction's OFFICIAL SOURCE. Best for cross-cutting questions — 'VAT rates in MT, IE and DE', 'all income-tax thresholds for 2025', 'rules mentioning reverse charge'. WHEN YOU WANT ONE SPECIFIC FIGURE for one jurisdiction (a single rate, threshold or date), prefer `search_skills` then `get_skill`: the Guide is where a topic is covered in full, and a figure can exist in the Guide without existing as a separate rule here, in which case this tool will return related guidance rather than the number you asked for. Entries whose text is guidance rather than a value are tagged `GUIDANCE` — never read one as a figure. IMPORTANT: this returns human-reviewed GUIDANCE and does NOT certify that a figure is current — confirm each number against the official source returned in `official_source` before you state it, and prefer that source when they disagree. By default returns ALL matching rules, each tagged with its verification status; pass status:'verified' for accountant-/research-verified only. Call `list_rule_facets` first to see the queryable values.",
"inputSchema": {
"properties": {
"block_types": {
"description": "Rule kinds to include. Default = all of these (framing prose + workflow steps are excluded).",
"items": {
"enum": [
"rate",
"threshold",
"rule",
"formula",
"refusal_code",
"definition",
"table_ref",
"table"
],
"type": "string"
},
"type": "array"
},
"domains": {
"description": "Accounting domains, e.g. ['vat-gst','income-tax']. See list_rule_facets.",
"items": {
"type": "string"
},
"type": "array"
},
"jurisdictions": {
"description": "ISO codes to include, e.g. ['MT','US-CA']. Omit for all jurisdictions.",
"items": {
"type": "string"
},
"type": "array"
},
"limit": {
"description": "Max rules to return (default 200, max 500).",
"type": "integer"
},
"offset": {
"description": "Pagination offset — pass the previous response's next_offset.",
"type": "integer"
},
"reason": {
"description": "One sentence on WHY you're making this call, in the user's terms (for routing analysis only). Optional.",
"type": "string"
},
"roles": {
"description": "Skill roles: foundation | compute | orchestrator | reference.",
"items": {
"type": "string"
},
"type": "array"
},
"status": {
"description": "Shorthand for `statuses`: 'verified' = accountant- + research-verified only. Default 'all'.",
"enum": [
"all",
"verified"
],
"type": "string"
},
"statuses": {
"description": "Verification statuses to include. Default = all (each rule is tagged).",
"items": {
"enum": [
"draft",
"research_verified",
"accountant_verified",
"needs_update",
"unsure"
],
"type": "string"
},
"type": "array"
},
"tax_year": {
"description": "Limit to a tax year, e.g. 2025.",
"type": "integer"
},
"text": {
"description": "Free-text search over each rule's label, value, and citation.",
"type": "string"
},
"topic": {
"description": "Filter by a fact topic.",
"type": "string"
}
},
"type": "object"
},
"name": "search_rules",
"outputSchema": {
"properties": {
"accountant_verified_count": {
"type": "integer"
},
"fact_count": {
"description": "Rules returned on this page.",
"type": "integer"
},
"jurisdictions": {
"items": {
"type": "string"
},
"type": "array"
},
"markdown": {
"description": "The bundled rule set as markdown — the user saves/runs this locally.",
"type": "string"
},
"next_action": {
"type": "string"
},
"next_offset": {
"type": [
"integer",
"null"
]
},
"total": {
"description": "Total matching rules (across all pages).",
"type": "integer"
},
"truncated": {
"type": "boolean"
}
},
"required": [
"markdown",
"fact_count"
],
"type": "object"
}
},
{
"description": "Full-text search across all published tax and accounting skills. Find, lookup, query, or discover skills by keyword, tax concept, deduction type, form number, or regulation (e.g. 'home office deduction', 'crypto capital gains', 'reverse charge', 'Schedule C', '60-day reporting'). Optionally limit to one jurisdiction. Use this when you don't know the exact skill slug. Set content_type='method' to discover step-by-step METHODS (guided procedures — what you EXECUTE via start()) instead of reference material; each method carries a review_status (accountant-reviewed | source-cited).",
"inputSchema": {
"properties": {
"content_type": {
"description": "What kind of Guide to find. 'method' = step-by-step procedures you EXECUTE via start() (formerly 'workflows'); 'fact' or omitted = reference material (rates/thresholds/rules). A Guide can be either or both.",
"enum": [
"method",
"fact"
],
"type": "string"
},
"domain": {
"description": "Optional accounting domain to limit the search (e.g. 'vat-gst', 'payroll', 'income-tax', 'crypto').",
"type": "string"
},
"jurisdiction": {
"description": "Optional ISO 2-letter country code to limit the search",
"type": "string"
},
"query": {
"description": "Search term, e.g. 'home office deduction', 'crypto capital gains', 'reverse charge'. With content_type='method', a broad term (or the domain word) lists the available methods.",
"type": "string"
}
},
"required": [
"query"
],
"type": "object"
},
"name": "search_skills",
"outputSchema": {
"properties": {
"human_backing": {
"description": "Named accountant(s) who review this jurisdiction's guidance (guidance-level, not a per-figure sign-off).",
"properties": {
"covered_but_anonymous": {
"type": "boolean"
},
"reviewed_by": {
"type": "array"
},
"reviewed_by_line": {
"type": [
"string",
"null"
]
},
"tier": {
"type": "string"
}
},
"type": [
"object",
"null"
]
},
"next_action": {
"type": "string"
},
"results": {
"items": {
"properties": {
"jurisdiction": {
"type": "string"
},
"matched_section": {
"type": "string"
},
"slug": {
"type": "string"
},
"snippet": {
"type": "string"
},
"title": {
"type": "string"
}
},
"required": [
"slug",
"title",
"jurisdiction"
],
"type": "object"
},
"type": "array"
},
"total": {
"type": "integer"
}
},
"required": [
"results",
"total"
],
"type": "object"
}
},
{
"description": "Sends feedback or a review request to OpenAccountants. This is the single outbound channel; it does nothing unless the user has explicitly asked to send feedback or to request a review. Two modes: (1) `note` — an anonymized note about the guidance (a gap, a workaround you needed, or via `skill_slug` a bug in a specific skill). Anonymize hard: no names, amounts, or PII. (2) `request_review: true` — submits the user's working paper for review by a licensed accountant; also requires `working_paper` (complete), `jurisdiction`, `scenario`, and `contact_email`. The review is a paid professional engagement (never describe it as free); the request is saved to the user's own queue and the response returns a booking link — nothing reaches an accountant until the user engages. Call at most once per explicit user request; never call as a routine closing step, and never solicit the request.",
"inputSchema": {
"properties": {
"contact_email": {
"description": "Review only, REQUIRED when request_review: the user's email. Ask for it first.",
"type": "string"
},
"contact_name": {
"description": "Review only: the user's name.",
"type": "string"
},
"jurisdiction": {
"description": "Review only: ISO code or slug for the user's tax jurisdiction (e.g. 'US-CA').",
"type": "string"
},
"note": {
"description": "Anonymized improvement note: what the guidance covered vs what you added or worked around and why, or a bug in a specific skill. No names, amounts, or PII.",
"type": "string"
},
"request_review": {
"description": "true only when the user has asked for a licensed accountant to review their figures. Requires working_paper + jurisdiction + scenario + contact_email. Omit/false = just the note.",
"type": "boolean"
},
"scenario": {
"description": "Review only: brief description of the situation to review.",
"type": "string"
},
"skill_slug": {
"description": "Optional: set when the note is feedback about a SPECIFIC skill (e.g. 'us-sales-tax'). Replaces the old submit_feedback.",
"type": "string"
},
"tax_year": {
"description": "Review only: tax year, if relevant.",
"type": "integer"
},
"working_paper": {
"description": "Review only: the COMPLETE working paper markdown — every line item and assumption, not a summary.",
"type": "string"
}
},
"required": [
"note"
],
"type": "object"
},
"name": "share_with_openaccountants",
"outputSchema": {
"properties": {
"booking_url": {
"type": "string"
},
"message": {
"type": "string"
},
"note_recorded": {
"type": "boolean"
},
"status": {
"type": "string"
}
},
"type": "object"
}
},
{
"description": "Front door for any tax / accounting question once you know what the user wants. `intent` is REQUIRED (e.g. 'taxes', 'VAT return', 'set up a company', 'find deductions', 'classify transactions', 'payroll'); pass a jurisdiction too (ISO 2-letter, e.g. 'MT', 'GB', 'US-CA'). If you don't yet have an intent, call `start_help` first. Returns either a clarification request (if jurisdiction is missing) or a ready-to-execute plan with the list of skills to load. Call this FIRST (after start_help if needed) whenever the user asks for tax help.",
"inputSchema": {
"properties": {
"acting_as": {
"description": "REQUIRED. Who the user is: 'self' = a taxpayer handling their OWN taxes; 'client' = a professional (accountant/advisor) working on behalf of a CLIENT. Establish this before calling — if it isn't clear from the conversation, ask the user one short question ('Are these your own taxes, or are you helping a client?'). Never guess.",
"enum": [
"self",
"client"
],
"type": "string"
},
"intent": {
"description": "User intent — REQUIRED. Free text, e.g. 'taxes', 'VAT return', 'set up a company'.",
"type": "string"
},
"jurisdiction": {
"description": "ISO 2-letter code or US state code (e.g. 'MT', 'GB', 'US-CA').",
"type": "string"
},
"reason": {
"description": "One sentence, in the user's own words, on what they actually asked for here — captured only to improve routing. E.g. 'user sold ETH and wants to know what to report'. Optional but helpful.",
"type": "string"
},
"taxpayer_type": {
"description": "The taxpayer's occupation, when known. Some return-prep workflows fork by it (an employee's Form 1040 is a different guide from a freelancer's). Pass it if the conversation already makes it clear; otherwise omit — start() only asks for it (status:'needs_clarification', needs:['taxpayer_type']) when the guides for this jurisdiction/intent genuinely split by occupation. 'employee' = W-2 wages only; 'self-employed' = freelance / 1099 / sole-proprietor; 'both' = employed AND self-employed; 'company' = a corporate entity. Don't guess — ask the user one short question if unsure.",
"enum": [
"employee",
"self-employed",
"both",
"company",
"other"
],
"type": "string"
}
},
"required": [
"intent"
],
"type": "object"
},
"name": "start",
"outputSchema": {
"properties": {
"available_intents": {
"type": "array"
},
"available_jurisdictions": {
"type": "array"
},
"expectations": {
"type": "string"
},
"guardrails": {
"items": {
"type": "string"
},
"type": "array"
},
"intent": {
"type": "string"
},
"jurisdiction": {
"type": "string"
},
"needs": {
"items": {
"type": "string"
},
"type": "array"
},
"next_action": {
"type": "string"
},
"skills_to_load": {
"type": "array"
},
"status": {
"enum": [
"ready",
"needs_input",
"needs_clarification",
"uncovered"
],
"type": "string"
}
},
"type": "object"
}
},
{
"description": "No-argument front door — call this FIRST whenever a user asks 'how can you help me?', 'what can you do?', 'where do I start?', or otherwise opens vaguely (do NOT answer such questions by listing your tools or calling list_jurisdictions). For a signed-in approved accountant it returns a personalized `orientation` briefing (their standing + what their jurisdiction needs + one next action). For everyone else it returns the two scoping questions plus the available intents and jurisdictions. Once you have an intent, call `start(intent, jurisdiction)`.",
"inputSchema": {
"properties": {},
"type": "object"
},
"name": "start_help",
"outputSchema": {
"properties": {
"available_intents": {
"items": {
"type": "string"
},
"type": "array"
},
"available_jurisdictions": {
"items": {
"type": "string"
},
"type": "array"
},
"needs": {
"items": {
"type": "string"
},
"type": "array"
},
"next_action": {
"type": "string"
},
"status": {
"enum": [
"needs_input"
],
"type": "string"
}
},
"type": "object"
}
},
{
"description": "Check whether a business's VAT / tax-registration number is real and registered, in real time against the official government registry — and return the registered business NAME and ADDRESS when the authority discloses them. This is an authoritative, unfakeable confirmation you cannot get from a knowledge lookup or from training data. Use it whenever a user wants to verify a supplier's or customer's tax ID: before applying a B2B reverse charge, zero-rating a cross-border sale, or onboarding a vendor. COVERAGE TODAY IS EU ONLY — the 27 EU member states plus 'XI' (Northern Ireland), live via the European Commission's VIES registry (use 'EL' for Greece). Other jurisdictions (e.g. UK/HMRC and beyond) are NOT supported yet but are on the roadmap — for a non-EU number, tell the user live validation isn't available for that country yet rather than guessing a verdict. This is a LIVE external lookup — if the registry is temporarily unavailable it says so plainly rather than inventing an answer.",
"inputSchema": {
"properties": {
"country_code": {
"description": "2-letter EU member-state code of the VAT number, e.g. 'DE', 'IE', 'FR'. Use 'EL' for Greece and 'XI' for Northern Ireland. May be omitted if the country prefix is already part of vat_number.",
"type": "string"
},
"vat_number": {
"description": "The VAT number, with or without the country prefix and spaces, e.g. 'IE6388047V', 'IE 6388047V', or '6388047V'.",
"type": "string"
}
},
"required": [
"vat_number"
],
"type": "object"
},
"name": "validate_vat_number",
"outputSchema": {
"properties": {
"address": {
"type": [
"string",
"null"
]
},
"business_name": {
"type": [
"string",
"null"
]
},
"checked_at": {
"type": "string"
},
"confirm_available": {
"description": "Whether the user can ask a named accountant to confirm the VAT treatment via ask_accountant_to_confirm.",
"type": "boolean"
},
"country_code": {
"type": [
"string",
"null"
]
},
"full_vat_id": {
"type": "string"
},
"human_backing": {
"description": "Named accountant(s) who review that country's VAT guidance (guidance-level, not a per-figure sign-off).",
"properties": {
"covered_but_anonymous": {
"type": "boolean"
},
"reviewed_by": {
"type": "array"
},
"reviewed_by_line": {
"type": [
"string",
"null"
]
},
"tier": {
"type": "string"
}
},
"type": [
"object",
"null"
]
},
"message": {
"type": "string"
},
"next_action": {
"type": "string"
},
"source": {
"type": "string"
},
"source_url": {
"type": "string"
},
"summary": {
"type": "string"
},
"valid": {
"description": "true/false verdict from VIES, or null if the service could not be reached (an availability issue, not a verdict).",
"type": [
"boolean",
"null"
]
},
"vat_number": {
"type": "string"
},
"vies_error": {
"type": "string"
}
},
"type": "object"
}
}
]
}Verify it yourself
curl -s https://api.teppi.xyz/v1/evidence/sha256:e217dccd1c18d7be230f79e095c00cd676a0bf310f0d4d69c3c632d64f2b03bb | sha256sum