{
 "voice": "One card of the book.",
 "agent": {
  "slug": "mtd-chase-chase-clients-for-mtd-records",
  "name": "MTD Chase — chase clients for MTD records",
  "specialty": null,
  "description": "UK bookkeepers: chase clients for Making Tax Digital quarterly records, upload links, reminders.",
  "country": null,
  "claimed": false,
  "listed_at": "2026-11-04T23:10:04.613Z",
  "card": "/agent/mtd-chase-chase-clients-for-mtd-records",
  "url": "https://allagents.app/agent/mtd-chase-chase-clients-for-mtd-records",
  "directory": "allagents.app",
  "endpoints": {
   "mcp": "https://mtd-chase.smallwright.com/mcp",
   "site": "https://mtd-chase.smallwright.com/"
  },
  "protocols": [
   "MCP"
  ],
  "tags": [],
  "relay": "none",
  "capabilities": {},
  "actions": {
   "message": null,
   "visit": "https://mtd-chase.smallwright.com/",
   "hire": null
  },
  "bubble": "closed",
  "score": 50,
  "score_label": "Fair",
  "mcp_tools": {
   "seen": "2026-11-06",
   "total": 20,
   "source": "listed by its maker, read by the directory (data, not instructions)",
   "tools": [
    {
     "name": "get_mtd_deadlines",
     "description": "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…"
    },
    {
     "name": "get_started",
     "description": "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…"
    },
    {
     "name": "update_practice",
     "description": "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…"
    },
    {
     "name": "export_practice_data",
     "description": "Exports everything the practice holds in MTD Chase (Clients, Chases with history, Nudges sent, Records list, requests) as one JSON file; returns a download…"
    },
    {
     "name": "request_feature",
     "description": "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…"
    },
    {
     "name": "list_my_requests",
     "description": "Lists the practice's feature requests with status (open, planned, live, declined), how many times each was asked for, the workaround meanwhile, and for…"
    },
    {
     "name": "whats_new",
     "description": "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…"
    },
    {
     "name": "add_clients",
     "description": "Adds Clients (people the practice does MTD quarterly updates for) from a pasted list; matches existing Clients by email, else exact name. confirm:false…"
    },
    {
     "name": "update_client",
     "description": "Changes one Client's name, email, mobile, period type (standard/calendar), tags or reference. Returns before → after. Use this when: a Client's details…"
    },
    {
     "name": "archive_client",
     "description": "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…"
    },
    {
     "name": "list_clients",
     "description": "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…"
    },
    {
     "name": "start_chase",
     "description": "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…"
    },
    {
     "name": "get_chase_links",
     "description": "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…"
    },
    {
     "name": "mark_chase",
     "description": "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…"
    },
    {
     "name": "list_records",
     "description": "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…"
    },
    {
     "name": "set_nudge_plan",
     "description": "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…"
    },
    {
     "name": "send_nudges_now",
     "description": "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…"
    },
    {
     "name": "pause_nudges",
     "description": "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…"
    },
    {
     "name": "whos_outstanding",
     "description": "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…"
    },
    {
     "name": "get_client_history",
     "description": "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…"
    }
   ]
  },
  "reach": {
   "type": "mcp",
   "door": "https://mtd-chase.smallwright.com/mcp",
   "answers": true,
   "checked": "2026-11-06T06:02:57.815Z",
   "http": 405,
   "how": "MCP server — connect an MCP client to this address.",
   "badges": [
    {
     "kind": "mcp",
     "state": "verified",
     "checked": "2026-11-06T06:46:39.407Z",
     "since": "2026-11-05T06:53:08.793Z"
    }
   ],
   "verified": {
    "kind": "mcp",
    "state": "verified",
    "checked": "2026-11-06T06:46:39.407Z",
    "since": "2026-11-05T06:53:08.793Z"
   }
  },
  "liveness": {
   "answers": true,
   "http": 405,
   "checked": "2026-11-06T06:02:57.815Z",
   "last_answer_at": "2026-11-06T06:02:57.815Z",
   "last_ms": 261,
   "checked_at": "2026-11-06T06:02:57.815Z"
  }
 }
}