MCP servers
Both servers use MCP over streamable HTTP. Each tool says whether it only reads (readOnlyHint) or acts (destructiveHint), so your assistant asks you before anything that acts.
Public server
https://tools.goforma.com/mcp · no account, no sign-in.
| Tool | What it does |
|---|---|
calculate_take_home_pay |
Take-home pay as a limited company director or a sole trader |
compare_sole_trader_vs_limited |
Side-by-side comparison for the same profit |
calculate_sole_trader_tax |
Income Tax and National Insurance for a sole trader |
calculate_corporation_tax |
Corporation Tax for a company year |
calculate_vat |
Adds or removes VAT |
calculate_capital_gains_tax |
Capital Gains Tax on a disposal |
calculate_mileage_claim |
Approved mileage allowance for business journeys |
calculate_home_office_allowance |
Working-from-home allowance |
get_pricing |
Current GoForma packages and prices |
get_instant_quote |
The same quote as the wizard on goforma.com |
request_consultation |
Asks GoForma to contact the person. Only after they have asked and given their own details |
The calculators use the same rules as goforma.com, so the figures follow the current tax year without the assistant guessing.
Client server
https://mcp.goforma.com/mcp · for GoForma clients.
Signing in
The server is an OAuth 2.0 authorisation server with PKCE and dynamic client registration. Assistants discover everything from:
https://mcp.goforma.com/.well-known/oauth-protected-resource/mcp
The person signs in on GoForma's own page with their dashboard email and password (and their second factor, if they use one), then chooses what to allow. The assistant never sees the password. Every answer covers only that person's own company.
Permissions
| Scope | Allows |
|---|---|
read |
Reading your account: deadlines, filings, post, onboarding, accountant, VAT return status |
act |
Sending requests that a person at GoForma then handles, such as booking a call or asking for an update. Your assistant confirms each one with you first |
finance:read |
Reading figures and transactions from your FreeAgent account. Leave it out to connect without sharing your books |
Tools
The server only offers the tools your permissions allow. Your assistant always sees the current list when it connects, so treat this table as a guide.
| Tool | Scope | What it does |
|---|---|---|
get_account_summary |
read | One view of deadlines, filings in progress, recent post and anything waiting on you |
get_upcoming_tasks |
read | Upcoming deadlines, soonest first |
get_filing_status |
read | Where each return, set of accounts and confirmation statement has got to |
get_company_profile |
read | Company details, statutory dates, VAT and PAYE status, your package |
get_onboarding_status, get_onboarding_links |
read | What is left to set up, with links |
get_verification_status |
read | Whether identity checks are complete |
get_mail, get_forwarding_options |
read | Post received at your virtual office, and forwarding costs |
get_my_accountant |
read | Who your accountant is |
get_booking_options, find_call_times |
read | Call types you can book and free times |
get_vat_return |
read | Your current VAT return and what it still needs |
get_registration_status |
read | A company registration in progress |
list_my_referrals |
read | People you have referred |
check_company_name |
read | Whether a name is already registered at Companies House |
submit_request, chase_task |
act | Sends a request or asks for an update |
book_call |
act | Books a call with your accountant at a time you choose |
answer_vat_questions, submit_vat_return |
act | Answers the VAT questions and sends the return to GoForma to review. GoForma files it, not the assistant |
save_business_type, save_correspondence_address, confirm_company_details |
act | Completes onboarding steps |
start_company_registration |
act | Starts a company registration draft for GoForma to check |
get_my_referral_link, refer_a_friend |
act | Your referral link, or introduces a friend who has agreed to be contacted |
get_financial_snapshot, get_invoices, analyse_transactions |
finance:read | Cash, money owed, tax to set aside, invoices and transaction analysis from FreeAgent |
ask_about_transaction |
finance:read + act | Asks your accountant about one transaction |
Discovery
- Server cards:
https://www.goforma.com/.well-known/mcp/server-cards.json - API catalogue:
https://www.goforma.com/.well-known/api-catalog - Website summary for agents:
https://www.goforma.com/llms.txt