MTD Chase — chase clients for MTD records

설치

쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.

검사 4/4 통과 · 내가 묻는 내용은 제작자 서버(mtd-chase.smallwright.com)를 거쳐요 · ✓ 명령 확인 2026년 11월 13일

claude mcp add --transport http --scope user mtd-chase https://mtd-chase.smallwright.com/mcp

{
  "mcpServers": {
    "mtd-chase": {
      "url": "https://mtd-chase.smallwright.com/mcp"
    }
  }
}

{
  "servers": {
    "mtd-chase": {
      "type": "http",
      "url": "https://mtd-chase.smallwright.com/mcp"
    }
  }
}

어떤 앱에서 쓸 수 있나요

이 서버의 연결 방식과 각 앱의 공식 문서를 바탕으로 했어요. 2026년 11월 10일 확인.

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할 수 있는 일

도구 이름과 설명은 서버가 2026년 11월 11일에 알려 준 그대로예요. 우리가 아니라 제작자가 쓴 글이고, 일반 텍스트로만 보여 드려요.

• get_mtd_deadlines

  Returns the four MTD for Income Tax quarterly update periods for a tax year (standard and calendar period ends), each deadline, the final declaration date, and days until the next deadline. Works without signing in. Use this when: someone asks when the next quarterly update is du

• get_started

  Returns the practice's setup and current position: plan and active Clients vs limit, Clients, open Chases per Quarter, settings still unset, and the next few things the practitioner can say. Use this when: the practitioner asks where they're up to or what to do next.

• update_practice

  Changes what Clients see and how MTD Chase behaves for this practice: name shown to Clients, reply-to email, sign-off, phone shown on the Client's page, how many days before the HMRC deadline Clients are asked to send by (0–30, default 10; applies to Chases started afterwards), h

• export_practice_data

  Exports everything the practice holds in MTD Chase (Clients, Chases with history, Nudges sent, Records list, requests) as one JSON file; returns a download link for the signed-in practitioner. Use this when: they want a copy of their data or are leaving.

• request_feature

  Files a request with MTD Chase when the user asks for something none of the other tools can do, or adds a vote to a matching open request; returns its ID, status and any workaround with existing tools. No date is promised. Use this when: the practitioner wants a capability MTD Ch

• list_my_requests

  Lists the practice's feature requests with status (open, planned, live, declined), how many times each was asked for, the workaround meanwhile, and for declined ones the reason. Use this when: asked what happened to something they asked for. Not for: asking for something new (req

• whats_new

  Lists changes that went live recently in MTD Chase, and which of this practice's requests are now live, with the date each went live and what to say to try it. Use this when: the practitioner asks what's new, or whether something they asked for is live yet.

• add_clients

  Adds Clients (people the practice does MTD quarterly updates for) from a pasted list; matches existing Clients by email, else exact name. confirm:false (default) shows what would be added, skipped as duplicates, or rejected, and the plan-limit effect; confirm:true saves. Max 500.

• update_client

  Changes one Client's name, email, mobile, period type (standard/calendar), tags or reference. Returns before → after. Use this when: a Client's details change. Not for: stopping chasing someone (archive_client) or pausing nudges (pause_nudges).

• archive_client

  Archives a Client who has left: their open Chases become skipped and their links stop working; they stop counting towards the plan limit. confirm:false (default) shows what would change. unarchive:true brings them back. Use this when: a Client leaves the practice or comes back.

• list_clients

  Lists Clients with contact details, period type, tags and the status of their Chase for the current Quarter. Use this when: looking up who the practice has, finding a Client's details, or seeing a tagged group (e.g. landlords) with this Quarter's status.

• start_chase

  Starts chasing Clients for their records for a Quarter: each gets a personal link (no login, works on a phone) and a first email; then Nudges go out on the practice's plan until they send their records. confirm:false (default) shows who would be chased, who has no email, the chec

• get_chase_links

  Returns each Client's personal records link for a Quarter and a ready-to-paste message for a messaging app or text. Use this when: the practitioner wants to send a link themselves (no email on file, or they prefer a messaging app or text).

• mark_chase

  Sets one Client's Chase for a Quarter to ready, partial, nothing_to_report, skipped or back to waiting, with an optional note; Nudges stop for ready/nothing_to_report/skipped and resume for waiting/partial. The change is recorded in the Client's history. Use this when: records ar

• list_records

  Lists the files (name, size, received) a Client sent through their link for a Quarter — or for every Client in a Quarter — with download links valid 24 hours for the signed-in practitioner, and the Client's note marked as written by the Client. Use this when: asked what a Client

• set_nudge_plan

  Sets when Nudges (reminder emails) go out for every Chase, including ones already running, counted from the date Clients are asked to send by (the ask-by date): days before it, on the day, and days after it, sent at 09:00 UK time on weekdays. A value left out keeps its current se

• send_nudges_now

  Sends a Nudge email now to Clients who haven't finished sending records for a Quarter (waiting or partial), at most one per Client per day. confirm:false (default) lists who would get one and who is excluded (no email, nudged today, paused); confirm:true sends. Use this when: cha

• pause_nudges

  Stops all Nudges to one Client until a date (YYYY-MM-DD) or until resumed; resume:true restarts them. The result warns if the pause runs past a deadline. Use this when: a Client is ill, away or has asked for no reminders for now. Not for: a Client who has left (archive_client) or

• whos_outstanding

  Returns the Clients who haven't finished sending records for a Quarter (waiting or partial), with days to/after the date they were asked to send by, last Nudge, whether they opened their link, and counts per status. Use this when: asked who's still outstanding, who's sent what, o

• get_client_history

  Returns a Client's Chases across Quarters — when they finished and how many days early or late against the date they were asked to send by (and whether before or after the HMRC deadline) — with a one-line summary. Without a client, returns every active Client ranked by how late t

기본 점검i

누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 16일 점검

• ✓ 통과

  제작자와 저장소 일치

  레지스트리 이름이 도메인 smallwright.com 기준으로 확인되었어요(레지스트리가 도메인 소유를 확인해요)

• ✓ 통과

  계속 관리되고 있음

  코드 마지막 변경: 그저께

• – 해당 없음

  라이선스 있음

  해당 없음: smallwright.com 소유자가 직접 운영하는 클라우드 서버라 저장소 코드를 실행하지 않아요

• ✓ 통과

  엔드포인트 응답

  542ms 만에 응답(HTTP 200)

• – 해당 없음

  OAuth로 로그인

  로그인 필요 없음

• ✓ 통과

  도구 설명에 숨겨진 지시 없음

  도구 설명 20개를 읽었고, AI에게 보내는 숨겨진 지시는 없었어요

우리가 확인하는 것 → · JSON

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회계, 재무 및 세금 카테고리의 다른 서버와 비교i

• 이 카테고리의 다른 서버 3275개 중 0%보다 스타가 많아요
• 이 카테고리의 다른 서버 3275개 중 91%보다 최근에 레지스트리에 공개됐어요
• 기본 점검 결과가 이 카테고리의 다른 서버 3275개 중 100%와 같거나 더 좋아요

레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.

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