{"name":"Archie","description":"AI accounting assistant specialising in GAAP, IFRS and tax compliance. A delegated task can only read: it can look up and analyse a firm's data but cannot change anything.","url":"https://mcp.dev.arch.ie","version":"3.0","provider":{"organization":"Archie AI","url":"https://heyarchie.com"},"capabilities":{"streaming":true,"pushNotifications":false,"stateTransitionHistory":true},"authentication":{"schemes":["bearer"]},"skills":[{"id":"accruals_suggest","name":"accruals_suggest","description":"Advisory — LLM-driven; verify against authoritative sources before relying. Suggest month-end accruals for a client by scanning the trial balance, variance against prior periods, and recurring patterns. Read-only — produces structured suggestions for review; the user records it with qbo_create_journal_entry (QBO) or stages it with xero_stage_journal (Xero, posted once approved).","tags":["BOP"]},{"id":"advise_acquisition","name":"advise_acquisition","description":"M&A advice — acquisition, merger, asset/share purchase, due diligence framing.","tags":["MAV"]},{"id":"advise_indirect_tax","name":"advise_indirect_tax","description":"GST, VAT, sales tax, HST, QST, use-tax advice by jurisdiction.","tags":["TAX"]},{"id":"advise_international_tax","name":"advise_international_tax","description":"Cross-border tax advice — transfer pricing, treaties, withholding, PE, CFC, structure.","tags":["TAX"]},{"id":"advise_payroll","name":"advise_payroll","description":"Payroll compliance advice — STP/RTI/SGC, contractor classification, payroll tax.","tags":["PAY"]},{"id":"advise_succession","name":"advise_succession","description":"Succession planning — family business transition, buy-sell, ownership transfer, governance.","tags":["WLT"]},{"id":"advise_tax","name":"advise_tax","description":"Get tax advice (income, corporate, CGT, FBT, stamp duty) by jurisdiction.","tags":["TAX"]},{"id":"advise_wealth","name":"advise_wealth","description":"Wealth management advice — investment structures, retirement, asset protection.","tags":["WLT"]},{"id":"analyse_document","name":"analyse_document","description":"Analyse an uploaded document — summarise, extract figures, classify, risk-assess.","tags":["analysis"]},{"id":"analyse_financials","name":"analyse_financials","description":"Analyse client financials — variance, trend, ratio, cashflow, profitability, or working capital.","tags":["ASR"]},{"id":"analyse_investment_portfolio","name":"analyse_investment_portfolio","description":"Analyse an investment portfolio — opening/closing reconciliation, FX and fair-value movements, capital gains/losses, and journal generation. Used by Family Investment Company (FIC) analysis (UK), trust accounts, personal SIPP/ISA reviews, and other wealth workstreams across UK, AU, US, CA jurisdictions. Currency-agnostic; the workstream step supplies jurisdiction-specific parameters such as the annual exempt amount.","tags":["WLT"]},{"id":"ask_archie","name":"ask_archie","description":"General accounting question — fallback for anything that doesn't fit a specific skill.","tags":["general"]},{"id":"audit_workpaper_review","name":"audit_workpaper_review","description":"Advisory — LLM-driven; verify against authoritative sources before relying. Review an audit workpaper — completeness, methodology, evidence sufficiency, and standards compliance. Pairs with prepare_audit_workpaper; supports self-check, senior review, partner review, and concurring-partner review tiers.","tags":["ASR"]},{"id":"classify_transaction","name":"classify_transaction","description":"Classify a financial transaction to chart-of-accounts code.","tags":["transactions"]},{"id":"compliance_deadline_calendar","name":"compliance_deadline_calendar","description":"Produce a structured calendar of upcoming filing/compliance deadlines for a client over a window. Covers tax returns, BAS/VAT/GST, payroll/STP/RTI, annual returns, audit requirements, super/pension, and board meetings. Read-only — the user or a workstream cycle acts on each entry separately.","tags":["CMP"]},{"id":"derive_period","name":"derive_period","description":"(Utility) Derive canonical period bounds + matching prior-period bounds from a kind discriminator + anchor date. Pure compute — same input always produces identical output. Supports BAS-AU monthly/quarterly/annual today; additional jurisdictions are new ``kind`` values.","tags":["utility"]},{"id":"detect_tb_duplicates","name":"detect_tb_duplicates","description":"(Utility) Surface trial-balance rows that share an ``account_number`` (``code``) with another non-zero-balance row. Zero-balance rows are excluded from the duplicate check — a stale inactive account sharing a code with a real one does NOT poison the real one. Output is the conflict subset with ``conflict_codes`` + ``conflict_count`` added per row.","tags":["utility"]},{"id":"enrich_tb_rows","name":"enrich_tb_rows","description":"(Utility) Enrich a trial balance with auto-renumber + classification. Operates on alpha's canonical TB-row dict shape (``{code, name, section, debit, credit}``) and CoA-row dict shape (``{account_id, code, name, type, balance}``). Adds ``classification`` ∈ ``ok|auto_renumbered|dropped|needs_manual_review``, assigns Maginot-style numbers (1xxx Assets / 2xxx Liabilities / ...) to rows missing a code, flags duplicate-code collisions for manual review, drops zero-balance rows. Pure compute — same input always produces identical output. Does NOT re-implement the balance check; that remains inline at the 5 existing sites.","tags":["utility"]},{"id":"get_client_financials","name":"get_client_financials","description":"Get client financial data (raw, summary, variance, cashflow, or profitability view).","tags":["data"]},{"id":"get_meeting_record","name":"get_meeting_record","description":"(Utility) Fetch meeting record including transcript and short-lived recording URL.","tags":["utility"]},{"id":"get_payroll_data","name":"get_payroll_data","description":"Get payroll data — summary, by employee, by period, tax/super obligations.","tags":["data"]},{"id":"investigate_anomaly","name":"investigate_anomaly","description":"Forensic investigation — Benford's Law, ACFE classification, chain-of-custody output.","tags":["ASR"]},{"id":"list_clients","name":"list_clients","description":"(Utility) List accessible clients.","tags":["utility"]},{"id":"list_connections","name":"list_connections","description":"List the caller's connected accounting systems (Xero today) and their data-sync health — answers 'what am I connected to', 'is my Xero connected', 'did the sync finish'. Returns each connection's tenant name, type, status, last sync time, and per-entity sync_state (written/failed per entity). No parameters.","tags":["integrations"]},{"id":"list_meetings","name":"list_meetings","description":"(Utility) List accessible meetings in the workspace.","tags":["utility"]},{"id":"meeting_followup","name":"meeting_followup","description":"Extract action items, decisions, and a follow-up email draft from a meeting transcript or uploaded recording. Read-only — the user reviews and sends the draft. Pairs with meeting.prep.","tags":["XCT"]},{"id":"meeting_prep","name":"meeting_prep","description":"Produce a pre-meeting briefing for a client meeting — recent topics, open action items, talking points, suggested questions. Read-only; pairs with meeting.followup for the post-meeting half.","tags":["XCT"]},{"id":"reconcile_accounts","name":"reconcile_accounts","description":"Reconcile bank, AR, AP, intercompany, or other accounts.","tags":["transactions"]},{"id":"research_standards","name":"research_standards","description":"Research accounting standards or compare two standards on a topic.","tags":["ASR"]},{"id":"review_compliance","name":"review_compliance","description":"Review a document for regulatory compliance gaps.","tags":["CMP"]},{"id":"review_estate_structure","name":"review_estate_structure","description":"Review wills, trusts, beneficiaries, control, and tax exposure of an estate plan.","tags":["WLT"]},{"id":"search_knowledge","name":"search_knowledge","description":"(Utility) Search the knowledge base directly.","tags":["utility"]},{"id":"tax_quarterly_estimate","name":"tax_quarterly_estimate","description":"Advisory — LLM-driven; verify against authoritative sources before relying. Calculate a US federal quarterly estimated tax payment under one of the three IRC §6654/§6655 safe harbor rules (prior-year, annualised, or current-year). Read-only — outputs a worksheet with cumulative-required tracking and underpayment risk flag.","tags":["TAX"]},{"id":"test_controls","name":"test_controls","description":"Test internal controls — design or operating effectiveness, sample selection, exceptions.","tags":["ASR"]},{"id":"topic_get","name":"topic_get","description":"Get a Topic by UUID (aggregate counts; optional canvas descriptor with sections/tabs/email_draft).","tags":["topics"]},{"id":"topic_list","name":"topic_list","description":"List Topics in the caller's workspace (filter by status/type/search, paginated).","tags":["topics"]},{"id":"topic_messages","name":"topic_messages","description":"Read a Topic conversation's messages (user + assistant turns, chronological, paginated) — the pick-it-up-anywhere reader: poll a running topic_ask for its answer, or read turns that happened on the web. Never creates a conversation.","tags":["topics"]},{"id":"trace_assets","name":"trace_assets","description":"Forensic asset tracing — funds flow, related-party mapping, ownership trails.","tags":["ASR"]},{"id":"workstream_describe","name":"workstream_describe","description":"Describe a workstream by id, slug, or permakey. Returns the full definition: metadata, execution_mode, declared inputs, and step count. The adapter resolves the literal across both inline and containerized execution modes.","tags":["workstreams"]},{"id":"workstream_list","name":"workstream_list","description":"List workstreams visible to the caller. Filter by scope (plan / user / team / firm / gallery) and lifecycle status. Returns summary rows including execution_mode so callers can distinguish inline (Temporal-native, declarative) from container (Fly.io, agentic) workstreams.","tags":["workstreams"]},{"id":"workstream_spec","name":"workstream_spec","description":"Read a stored WorkStream spec — the decisions the design interview settled, each with its proposal, reason, citation, and status. Wraps GET /api/v1/wss/authoring/workstreams/{id}/spec. Read-only; omit `version` for the latest.","tags":["authoring"]},{"id":"workstream_status","name":"workstream_status","description":"Get the current status of a workstream run — overall lifecycle state plus current/next step pointers and progress percentage. For live progress streaming, use the events_url returned by workstream_run instead.","tags":["workstreams"]}],"defaultInputModes":["text/plain"],"defaultOutputModes":["text/plain"]}