start
ActiveTool of OpenAccountants
Front door for any tax / accounting question once you know what the user wants. `intent` is REQUIRED (e.g. 'taxes', 'VAT return', 'set up a company', 'find deductions', 'classify transactions', 'payroll'); pass a jurisdiction too (ISO 2-letter, e.g. 'MT', 'GB', 'US-CA'). If you don't yet have an intent, call `start_help` first. Returns either a clarification request (if jurisdiction is missing) or a ready-to-execute plan with the list of skills to load. Call this FIRST (after start_help if needed) whenever the user asks for tax help.
Parameters schema
{
"type": "object",
"required": [
"intent",
"acting_as"
],
"properties": {
"intent": {
"type": "string",
"description": "User intent — REQUIRED. Free text, e.g. 'taxes', 'VAT return', 'set up a company'."
},
"reason": {
"type": "string",
"description": "One sentence, in the user's own words, on what they actually asked for here — captured only to improve routing. E.g. 'user sold ETH and wants to know what to report'. Optional but helpful."
},
"acting_as": {
"enum": [
"self",
"client"
],
"type": "string",
"description": "REQUIRED. Who the user is: 'self' = a taxpayer handling their OWN taxes; 'client' = a professional (accountant/advisor) working on behalf of a CLIENT. Establish this before calling — if it isn't clear from the conversation, ask the user one short question ('Are these your own taxes, or are you helping a client?'). Never guess."
},
"jurisdiction": {
"type": "string",
"description": "ISO 2-letter code or US state code (e.g. 'MT', 'GB', 'US-CA')."
},
"taxpayer_type": {
"enum": [
"employee",
"self-employed",
"both",
"company",
"other"
],
"type": "string",
"description": "The taxpayer's occupation, when known. Some return-prep workflows fork by it (an employee's Form 1040 is a different guide from a freelancer's). Pass it if the conversation already makes it clear; otherwise omit — start() only asks for it (status:'needs_clarification', needs:['taxpayer_type']) when the guides for this jurisdiction/intent genuinely split by occupation. 'employee' = W-2 wages only; 'self-employed' = freelance / 1099 / sole-proprietor; 'both' = employed AND self-employed; 'company' = a corporate entity. Don't guess — ask the user one short question if unsure."
}
}
}No endpoints wrapped at confidence ≥ 0.70.
Parent server
OpenAccountants
https://github.com/openaccountants/openaccountants
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