AccountsOS

Showing 25 of 84 from the live probe.

• Get Transactions

  Get transactions for the company with optional filters

• Get Balance

  Get current account balance

• Get Deadlines

  Get upcoming tax and filing deadlines

• Get Vat Summary

  Get VAT summary for a quarter

• Categorize Transaction

  Suggest a category for a transaction

• Search Documents

  Search uploaded documents (receipts, invoices). Can also list documents by status without a query — status ["pending", "error"] is the Incoming queue.

• Read Wiki

  Read a page from Finn's knowledge base — compiled UK (and US) tax and accounting guidance: rules, cross-references, edge cases, plain-English advice for company directors. Call with page="index" first to list all available pages.

• Search Wiki

  Search Finn's knowledge base by keyword. Returns matching page names and excerpts. Use when unsure which page covers a topic.

• Read Company Wiki

  Read a page from this company's private memory wiki — Finn's long-term per-company notes (preferences, decisions, people, recurring Q&A). Call with slug="index" first to list available pages.

• Search Company Wiki

  Search this company's private memory wiki by keyword. Returns matching page slugs, titles and excerpts.

• Get Tax Facts

  Look up current UK tax rates, thresholds and allowances (income_tax, national_insurance, corporation_tax, dividends, capital_allowances, vat, pensions, mileage, self_assessment, home_office, mtd). Returns the figure plus its source.

• Search Tax Facts

  Search UK tax knowledge by keyword when unsure which category/item to look up. Returns matching tax facts across all categories.

• Upload Document

  Upload a document (receipt, invoice, bank statement) for processing. The document will be analyzed by AI to extract data.

• Create Transaction

  Create a new transaction manually

• Update Transaction

  Update a transaction (category, notes, reconciliation status)

• Create Deadline

  Create a new tax or filing deadline

• List Categories

  List available transaction categories for categorization

• Get Dla Balance

  Get the Director's Loan Account (DLA) balance and recent transactions. Shows if director owes company or vice versa, with section 455 tax warnings.

• Get Invoices

  Get invoices the user has raised, with summary stats on outstanding and overdue amounts. Use when user asks about invoices, outstanding payments, or money owed to them.

• Get Contacts

  List contacts (clients, suppliers, leads). Use when user asks about customers, suppliers, or contacts.

• Create Contact

  Create a new contact (client, supplier, lead).

• Get Bills

  Get supplier bills/invoices owed by the company. Shows what you owe to suppliers.

• Create Bill

  Record a supplier bill/invoice that the company owes.

• Pay Bill

  Record a payment against a bill.

• Get Estimates

  Get estimates/quotes sent to clients.