Now via ACCOS RPA

Connect Claude, Cursor, or any AI agent to ACCOS through ACCOS RPA

Open the ACCOS RPA app on your Windows machine, flip the MCP switch, and paste the ready-made config into the AI agent you already use. Your agent can then see Express data, documents you've read, and your Task Tracker items.

See the setup steps ↓Go to ACCOS RPA

Config the app generates for you (stdio)

{
  "mcpServers": {
    "accos-rpa": {
      "command": "C:\\Program Files\\ACCOS RPA\\ACCOS_RPA.exe",
      "args": ["mcp"]
    }
  }
}

Copy this straight from the MCP page in the app — no need to type it by hand. Paste it into your AI agent's config file, then restart it.

Windows onlyApp must stay openBasic plan or higher

What is MCP via ACCOS RPA?

ACCOS RPA is a Windows app you install on your machine. Switch on MCP inside it, and it opens a channel for any MCP-compatible AI agent — Claude Desktop, Claude Code, Cursor, Cline, Gemini CLI, VS Code, or Codex — to talk to ACCOS directly through your own computer. No separate package to install, no environment variables to set by hand. The app has to stay open while you use it, and every time an agent wants to post something to Express, the system opens a review screen for a human to confirm first.

What you need

Windows only — ACCOS RPA is a Windows desktop app
Install and sign in to ACCOS RPA, and keep it open the whole time your AI agent needs it
Your ACCOS account needs a Basic plan or higher, or a partner plan (Starter or above)
Task Tracker tools need the Tasks module switched on separately (see below)

Tools available

Express data (bind a company first)

list_companies · bind_company

See the companies set up in the app and pick which one the agent works against.

build_financial_statements · build_dashboard · build_executive_report

Summarize financial statements, dashboards, and executive reports from real Express data.

audit_vouchers · reconcile_vat · read_recent_txns

Audit posted vouchers, reconcile input/output VAT, and read recent transactions.

prepare_import · request_post

Prepare an import file and open the review screen in Express — a human always confirms before anything posts.

Excel/CSV conversion

accos_conversion_*

Convert a client's Excel/CSV file into standard tax formats, with a preview before export. Separate from Express — no company binding needed.

RPA scripts

accos_rpa_list_scripts · read_script · validate_script · analyze_script

Let an agent read and check the RPA scripts you use (it cannot run a script through MCP).

ACCOS web tools (new)

estimate_cost · get_balance

Estimate the tokens a read will cost, and check your account balance.

inspect_file · read_document

Inspect a file before reading it, and pull data from documents already uploaded to ACCOS.

verify_tax_id · lookup_master

Verify a tax ID against the Department of Business Development, and search your master data (customers, products, chart of accounts).

list_my_templates

List the custom templates configured on your account.

Task Tracker (needs the Tasks module)

list_tasks · my_tasks · get_task

List all tasks, your assigned tasks, and the detail of any single task.

get_task_attachment

Pull a task's attached file.

set_task_status

Move a task between statuses on your behalf — closing or cancelling a task still has to happen in the ACCOS UI.

add_task_comment

Comment on a task, attach files, and @mention teammates.

What you can do with it

An accounting check-in inside Claude Desktop

Ask Claude "is this month's VAT reconciled yet?" and let the agent pull the report from Express through ACCOS RPA and summarize it.

Workflows in Cursor / Claude Code / VS Code / Codex

Have your agent verify a tax ID, read a document you've already uploaded, or look up master data while it builds out an integration.

A daily check on Task Tracker

Ask your agent to summarize what's on your plate, update a status, or leave a comment for the team — requires the Tasks module to be switched on.

Quick start

Install and sign in to ACCOS RPA

Download and install the ACCOS RPA app (Windows), then sign in with your ACCOS account. Requires a Basic plan or higher, or a partner plan (Starter or above).

Switch on MCP in the app

Go to Settings → MCP. The first time, read the one-time disclosure about what gets shared with your AI provider, then accept it and flip the switch.

Pick your AI client and copy the config

Choose Codex, Claude Desktop/Cursor/Cline/Gemini CLI, or VS Code — the app shows a ready-to-paste config. Copy it into that client's config file.

Restart your AI client

Restart the AI client and you'll see ACCOS tools right away — keep ACCOS RPA open the whole time you use it. Close it, and the tools stop working immediately.

Advanced

HTTP connector (for Cursor, Claude Code, VS Code)

Besides stdio, the app can expose a local-only endpoint (127.0.0.1) as an alternative. It only accepts calls from the same machine and requires a secret token the app generates. Turn it on/off and rotate the token any time from the MCP page in the app.

Example config (fill in the real token from the app)

{
  "mcpServers": {
    "accos-rpa": {
      "url": "http://127.0.0.1:28765/mcp",
      "headers": { "Authorization": "Bearer <token-from-app>" }
    }
  }
}

See the full ACCOS RPA setup guide →

Built so you stay in control

Whatever your agent sees is sent to the AI provider you've connected — ACCOS is not on that path and never sees it.
ACCOS only sees usage counts (how many times it was opened, how many commands were run) — never company names, document numbers, or amounts.
Every posting to Express always waits for a human to confirm in the ACCOS RPA window — an AI can never post on its own, and there is no per-document undo once it's posted.
Switch off MCP any time from the settings page in the app — every connected AI agent is cut off immediately.

MCP draws on the same tokens as normal document reading

Basic plan or higher

No separate MCP fee — you pay tokens only for what the agent actually reads or processes.

Included in partner plans

Partner plans (Starter and up) can use MCP right away, at no extra cost.

Task Tracker is separate

Task Tracker tools need the Tasks module — already included in partner plans (Starter and up), or purchasable as an add-on on Basic/Pro.

See all plans →

Frequently asked questions

Is there a free tier for MCP?▾

No. MCP via ACCOS RPA needs a Basic plan or higher, or a partner plan (Starter or above). Free promotional tokens apply to in-app document reading only, not to MCP.

What is MCP?▾

Model Context Protocol is an open standard from Anthropic that lets AI agents discover and call external tools. ACCOS exposes these tools through the ACCOS RPA app installed on your machine.

Which clients does it work with?▾

Claude Desktop, Claude Code, Cursor, Cline, Gemini CLI, VS Code (GitHub Copilot Agent), and Codex — the app gives you a ready-made config for each one.

Does it require Windows?▾

Yes. ACCOS RPA is a Windows-only app — macOS and Linux aren't supported yet.

Does the app need to stay open?▾

Yes. Your AI agent talks to ACCOS through the app running on your machine. Close it, and the MCP tools stop working immediately.

Does the AI post to Express automatically?▾

No. Every time something is about to post, the system opens a review screen in the ACCOS RPA app for a human to confirm first. There is no per-document undo once something is posted.

Can I still use my existing API key?▾

Yes — API keys still work for the external API (/api/v1/external/*) and n8n, from the same settings page. Connecting an AI agent via MCP is now set up inside the ACCOS RPA app instead, and no longer needs an ACCOS_API_KEY/SECRET environment variable.

Can I use the Task Tracker tools right away?▾

You need the Tasks module switched on first — it's already included in partner plans (Starter and up). On Basic/Pro, you can add it from the Marketplace in the app.

Connect your AI agent today

See the ACCOS RPA setup guide Talk to us about Enterprise

Windows only · Basic plan or higher · the app must stay open while in use

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