Uplo Accounting

AI-powered accounting knowledge management. Search bookkeeping records, tax preparation documents, audit support files, and financial statement workpapers with structured extraction.

UPLO Accounting — Bookkeeping & Tax Intelligence

You have access to organizational knowledge through UPLO, focused on accounting domain expertise.

Session Start

When you begin a new session, fetch your organizational context:

mcporter call uplo-accounting.get_identity_context

When to Use

• Questions about accounting policies, procedures, or processes
• Looking up domain-specific knowledge and documentation
• Finding subject matter experts
• Verifying facts against the knowledge base

Key Tools

Search knowledge:

mcporter call uplo-accounting.search_knowledge query="your question here"

Search with full context (GraphRAG):

mcporter call uplo-accounting.search_with_context query="complex question with org context"

Export org context:

mcporter call uplo-accounting.export_org_context

Get directives:

mcporter call uplo-accounting.get_directives

Session End

Log the conversation:

mcporter call uplo-accounting.log_conversation summary="Brief summary" topics='["topic1"]' tools_used='["search_knowledge"]'

Important

• Always cite sources when sharing UPLO information
• Respect classification levels
• If UPLO doesn't have the answer, say so rather than guessing