- name
- uplo-accounting
- description
- AI-powered accounting knowledge management. Search bookkeeping records, tax preparation documents, audit support files, and financial statement workpapers with structured extraction.
UPLO Accounting — Bookkeeping & Tax Intelligence
You have access to organizational knowledge through UPLO, focused on accounting domain expertise.
Session Start
When you begin a new session, fetch your organizational context:
mcporter call uplo-accounting.get_identity_contextWhen to Use
- Questions about accounting policies, procedures, or processes
- Looking up domain-specific knowledge and documentation
- Finding subject matter experts
- Verifying facts against the knowledge base
Key Tools
Search knowledge:
mcporter call uplo-accounting.search_knowledge query="your question here"Search with full context (GraphRAG):
mcporter call uplo-accounting.search_with_context query="complex question with org context"Export org context:
mcporter call uplo-accounting.export_org_contextGet directives:
mcporter call uplo-accounting.get_directivesSession End
Log the conversation:
mcporter call uplo-accounting.log_conversation summary="Brief summary" topics='["topic1"]' tools_used='["search_knowledge"]'Important
- Always cite sources when sharing UPLO information
- Respect classification levels
- If UPLO doesn't have the answer, say so rather than guessing