PolyAccounts

The accounting layer for your agents

The books your agents can run.

Give AI agents company-scoped accounting access. Create entries, update records, post invoices and record payments in the same system your team uses.

Read the integration guideTool schemas
Get startedResources

Available now

Connect through MCP or the hosted HTTPS API. A company administrator creates a revocable credential in Settings. No source checkout or database connection is required.

Full accounting access within one company, with the application’s payment, approval, and period controls. Every write has a durable receipt and retry protection.

From understanding to action

  1. 01accounting_context

    Understand the books

    Confirm the company, home currency, date coverage, and accounting conventions before analyzing.

  2. 02create_record

    Create and update the books

    Discover record fields, add a balanced entry, and edit using the latest record revision. Keep the same key when retrying an action.

  3. 03run_operation

    Run the accounting workflow

    Post invoices or record payments. Check the result and trace it back to the ledger.

MCP · HTTPS

Connect a workspace

Download the connector and create a connection in workspace Settings. Save its token in a private local file, then replace the two paths in this configuration.

Read the integration guide

A repeatable review

Use review_books to inspect a period. Agents can carry out authorized corrections, then verify the resulting balances and ledger evidence.

review_books
mcp-config.json
{
  "mcpServers": {
    "polyaccounts": {
      "command": "node",
      "args": [
        "/absolute/path/to/polyaccounts-mcp.mjs"
      ],
      "env": {
        "POLYACCOUNTS_API_URL": "https://polyaccounts.com/api/agents/",
        "POLYACCOUNTS_TOKEN_FILE": "/absolute/path/to/polyaccounts-agent-token"
      }
    }
  }
}
Download connector

A focused accounting toolkit

accounting_context
Company, currency, conventions, and coverage
get_company_setup · setup_company
Configure company details and a starter chart, then add custom accounts and opening balances
preview_import · stage_import · categorize_import · post_import
Review, categorize and post imports with duplicate checks and retained source evidence
profit_loss · balance_sheet
Exact financial statements with date, period, comparison and account-tag options
ledger_entries
Paginated entries and source references
describe_records
Discover fields and read accounting records
create_record · update_record · delete_record
Create, edit, and soft-delete records
run_operation
mkt.agents.workflows
Tool schemasMachine-readable overview

THE ACCOUNTING COMMAND LINE

Your books, one command away.

Give developers and AI agents direct access to the general ledger, financial reports and accounting workflows. Query the same books your team sees in PolyAccounts.

CLI documentation
polyaccountsCLI 1.1.3

Install once

npm install --global https://polyaccounts.com/downloads/polyaccounts-cli-1.1.3.tgz

Connect your company

polyaccounts auth login --profile books --token-file /private/path/company-token
polyaccounts gl --profile books --all
polyaccounts reports balance-sheet --profile books --as-of 2026-09-30

Read with precision

Export ledger evidence and financial reports as structured JSON. Keep exact decimal amounts and follow every page.

Act with control

Use company-scoped credentials, explicit write commands, current revisions and durable operation receipts.

Build repeatable workflows

Connect scripts and terminal agents to imports, ledger evidence, journals, invoices and close snapshots.

Command and tool schemasInstructions for AI agents

Node.js 20.19 or later. Accounting changes use the same permissions and period controls as the app.