MTD Chase — chase clients for MTD records

它能帮你做什么

我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。

• 连接方式: 在云端运行
• 传输方式: Streamable HTTP
• 分类: 会计、财务与税务

安装

选择你使用的 AI 应用，然后复制设置。

你需要

• 在云端运行无需安装任何东西，通过互联网连接

你用的是哪个应用？

https://mtd-chase.smallwright.com/mcp

claude mcp add --transport http 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"
    }
  }
}

https://mtd-chase.smallwright.com/mcp

你的选择通过 Cookie 保存在这台设备上，无需账户。

这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同，请以 README 为准。

它能做什么

工具名称和描述与服务器在 2026年11月6日 报告的完全一致。这些内容由作者撰写，不是我们写的；我们以纯文本形式显示。

• 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

基础检查i

我们检查的是任何人都能看到的信息；我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月6日

• ! 注意

  作者与仓库一致

  注册中心没有列出源代码仓库，因此无法将发布者（smallwright.com）与代码对应起来

• … 尚未检查

  仍在维护

  我们还没有从 GitHub 读取这个仓库

• … 尚未检查

  有许可证

  我们还没有从 GitHub 读取这个仓库

• ✓ 通过

  端点有响应

  在 237 毫秒内响应（HTTP 200）

• – 不适用

  使用 OAuth 登录

  无需登录

• ✓ 通过

  工具描述中没有隐藏指令

  已读取 20 个工具描述，未发现针对 AI 的隐藏指令

与“会计、财务与税务”中的其他服务器比较i

• 星标数多于此分类中其他 1720 个服务器的 0%
• 发布到注册中心的时间比此分类中其他 1720 个服务器的 94% 更新
• 基础检查结果等于或优于此分类中其他 1720 个服务器的 43%

与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时，星标数才计入。

替代选择

同一分类中其他作者的服务器，按星标数排序。

如何看卡片：★ GitHub 星标i三大支柱：评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i

作者的 README

仓库中没有找到 README