ST
OfficialFinance

Steuerboard MCP Server for Accounting Data

Access and manage your business accounting data with the official MCP server for Steuerboard, enabling secure, real-time insights and seamless reporting.

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Quick Install
npx -y @steuerboard/steuerboard-mcp-typescript

Overview

This MCP (Model Context Protocol) server provides a bridge between Steuerboard accounting data and applications or large language models (LLMs). Implemented in TypeScript, the server exposes accounting data and capabilities as MCP tools and endpoints so model-driven agents can securely query, analyze, and generate reports from live bookkeeping data. It is designed to enable real-time insights, generate structured financial outputs, and integrate with reporting workflows while preserving access control and auditability.

For developers, the server functions both as a drop-in MCP backend and as a template for connecting other data stores or services. You can run it locally during development, deploy it behind your infrastructure, or use Docker for containerized runtimes. The implementation emphasizes type-safe APIs, a small set of standard MCP endpoints, and examples for typical finance scenarios like invoice lookup, balance summaries, transaction search, and report generation.

Features

  • TypeScript-based MCP server tailored for accounting data (Steuerboard)
  • Exposes accounting operations as MCP “tools” for LLMs and agents
  • Authentication and permission scoping (API keys / JWTs)
  • Real-time and ad-hoc queries: transactions, invoices, balances, reports
  • Audit logs and request tracing for compliance and troubleshooting
  • Local development and Docker deployment support
  • Example integrations and TypeScript client snippets

Installation / Configuration

Prerequisites:

  • Node.js 18+ (or your preferred LTS)
  • PostgreSQL (optional; can be replaced by other storage in examples)
  • Docker & docker-compose (optional for containerized deployment)

Clone and install:

git clone https://github.com/steuerboard/steuerboard-mcp-typescript.git
cd steuerboard-mcp-typescript
npm install

Copy and edit environment variables:

cp .env.example .env
# Edit .env to configure database credentials, API keys, and server port

Example .env (replace values):

PORT=3000
DATABASE_URL=postgres://user:password@localhost:5432/steuerboard
API_KEY=your-api-key-here
JWT_SECRET=change-me
NODE_ENV=development

Run in development:

npm run dev
# or
npm run start:dev

Build and run production:

npm run build
npm run start

Docker (optional):

docker build -t steuerboard-mcp .
docker run -p 3000:3000 --env-file .env steuerboard-mcp

API examples (curl):

List available MCP tools:

curl -H "Authorization: Bearer your-api-key-here" http://localhost:3000/mcp/tools

Invoke a tool (example: fetch recent transactions):

curl -X POST -H "Authorization: Bearer your-api-key-here" \
  -H "Content-Type: application/json" \
  -d '{"tool":"get_transactions","input":{"since":"2026-01-01","limit":50}}' \
  http://localhost:3000/mcp/execute

Available Tools / Resources

The server exposes a set of finance-focused MCP tools (names and payloads are illustrative and extensible). Use these from MCP-capable agents or via the HTTP API.

Tool namePurposeTypical inputTypical output
get_transactionsQuery ledger transactions{ since, until, accountId, limit }List of transactions (id, date, amount, account)
search_invoicesFind invoices by criteria{ query, status, limit }Invoice metadata and balances
get_balance_sheetGenerate balance snapshot{ atDate }Assets, liabilities, equity summary
create_financial_reportProduce formatted report{ type, period, filters }Report file or structured sections
subscribe_changesWebhook subscription for updates{ eventTypes, callbackUrl }Subscription confirmation

Additional resources:

  • OpenAPI / Swagger spec for the HTTP API (served at /docs when enabled)
  • Example TypeScript client utilities in the repo to help call MCP endpoints
  • Sample SQL migrations and seed data (if using the provided DB schema)

Use Cases

  • Real-time financial assistant: Connect an LLM to the MCP server so company leaders can ask natural-language questions like “Show last quarter’s top 5 expense categories” and receive structured, source-linked results.
  • Automated VAT reporting: Let a backend job trigger create_financial_report with VAT filters to produce filings or prepare CSV exports for submission.
  • Bank reconciliation: Use get_transactions and search_invoices together to match bank statements to recorded invoices automatically, surfacing unmatched items for review.
  • Audit and compliance workflows: Record all MCP tool calls and inputs for a clear audit trail, enabling auditors to replay queries and verify the sources behind generated reports.
  • Embedded accounting UIs: Use the HTTP endpoints to power dashboards that show up-to-date balance sheets, cash flow, and invoice aging with minimal server-side logic.

Getting Help and Contributing

  • Repository: https://github.com/steuerboard/steuerboard-mcp-typescript
  • Open issues or feature requests on GitHub
  • Check the repo for CONTRIBUTING.md and developer guides for adding new tools or adapting the server to different data backends

This MCP server is intended as a practical foundation for integrating Steuerboard accounting data with model-driven workflows and custom applications. Review the repo examples and API docs to extend tools for your organization’s reporting and automation needs.

Tags:finance