You're viewing a demo portfolio

Join the waitlist
PRSM

start

Active

Tool of OpenAccountants

declared in 1.4.0

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."
    }
  }
}

What this tool wraps· 0 endpoints

min confidence0.700.50

No endpoints wrapped at confidence ≥ 0.50.

Parent server

OpenAccountants

https://github.com/openaccountants/openaccountants

2/7 registries
View full server →