Guides

Route a user to a warranted accountant

Two paths to a credentialed human — recommend one from the public directory, or open a routed review with request_accountant_review.

When a number needs to be relied upon, route the user to a warranted accountant — a named, licensed professional who reviews the work and signs with professional liability. There are two ways to do it.

Path A — Recommend from the public directory

GET /api/accountants is an anonymous JSON directory of verified partner accountants, filterable by jurisdiction. It's the right fit when your agent or app just needs to suggest a local accountant.

curl "https://www.openaccountants.com/api/accountants?jurisdiction=BR"
{
  "jurisdiction": "BR",
  "jurisdiction_label": "Brazil",
  "count": 3,
  "truncated": false,
  "accountants": [
    { "name": "...", "credential": "...", "firm_website": "...", "profile_url": "..." }
  ],
  "next_action": "...",
  "attribution": "Verified on OpenAccountants"
}

The directory lists verified partners only and exposes no direct contact — just a firm website and a gated "request an intro" link. Every referral flows through OpenAccountants. Results are capped at 50 per call.

Path B — Open a routed review over MCP

When the user is ready to have their actual working paper reviewed, use the request_accountant_review MCP tool. It routes to a named, licensed accountant in the user's jurisdiction who reviews and signs with professional liability.

  • It's taxpayer-only — if your caller is themselves an accountant, they are the reviewer, not the requester.
  • list_verifiers shows the named network for a jurisdiction (for display; you don't need to call it before requesting a review).

See the MCP tool reference for the full parameter list (jurisdiction, scenario, contact_email, optional working_paper, and more).

What this is — and isn't

Today the accountant relationship is a review-and-consultation handoff: a credentialed human reviews and signs. Automated submission-to-authority (e-filing) and filing-status webhooks are on the roadmap, not yet shipped.

This guide is block three of the three composable building blocks on /for-platforms — accountant-as-a-service, usable on its own or alongside the data and intelligence.