Find Cpa Firm

What it does

When your agent uses it

• The user wants to find
• Enrich US accounting and tax firms (CPA firms) — financial-statement audit
• Bookkeeping for businesses
• Advisory/fractional CFO

Example prompts

• “find me a CPA firm for our delaware c-corp series A audit”
• “shortlist three audit firms with SaaS experience”
• “we need a tax advisor for our M&A”
• “/find-cpa-firm”

Requirements

• A credential in SERVICEGRAPH_API_KEY
• Compatibility (from SKILL.md): Designed for Claude Code
• Pre-approved tools (allowed-tools): Bash(curl:*), mcp__servicegraph__list_fields, mcp__servicegraph__list_field_values, mcp__servicegraph__check_filter, mcp__servicegraph__translate_intent, mcp__servicegraph__search_dataset, mcp__servicegraph__get_row, mcp__servicegraph__unlock_rows, mcp__servicegraph__get_credit_balance

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

1. 1Pick the call path — the ServiceGraph MCP tools if loaded, otherwise the
2. 2GET /v1/datasets/pro_services/fields?include_values=1 — confirm the
3. 3Build the filter (Filter DSL below) and validate it with
4. 4GET /v1/datasets/pro_services/search — present the free brief cards and
5. 5Quote the unlock cost (10 credits per row, 30-day TTL) and get an explicit
6. 6POST /v1/datasets/pro_services/unlocks with the chosen apexes; report the
7. 7GET /v1/me/credits to report the remaining balance when asked.

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

• Tool permissions

  Pre-approves these tools, so the agent can use them without asking each time:

  • Bash(curl:*)
  • mcp__servicegraph__list_fields
  • mcp__servicegraph__list_field_values
  • mcp__servicegraph__check_filter
  • mcp__servicegraph__translate_intent
  • mcp__servicegraph__search_dataset
  • mcp__servicegraph__get_row
  • mcp__servicegraph__unlock_rows
  • mcp__servicegraph__get_credit_balance

  From allowed-tools in the SKILL.md frontmatter.

• Runs code

  Shell commands in SKILL.md call:

  • curl

  From the folder's file list and the shell code blocks in SKILL.md.

• Network

  Hosts in commands or code, which the agent is likely to contact:

  • api.servicegraph.co
  • mcp.servicegraph.co

  Also links to:

  • servicegraph.co
  • github.com

  From URLs in SKILL.md, links to its own repository left out.

• Credentials

  Names these keys or tokens, usually read from environment variables:

  • SERVICEGRAPH_API_KEY

  From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

• Compatibility

  Designed for Claude Code

  From compatibility in the SKILL.md frontmatter.

Context cost

Find Cpa Firm loads about 3.5k tokens when it runs. Until then it costs about 255 tokens; SKILL.md has 1,208 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it

~255

When it runs · the whole SKILL.md, loaded when a task matches

~3.5k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

• NoteMentions a .env fileSKILL.md:63

  ICEGRAPH_API_KEY` in the environment or `.env.local` for the REST

• NoteMentions a .env fileSKILL.md:115

  LLM context** — never read `.env*` into your context; dispatch via

• NoteMentions a .env fileSKILL.md:118

  ** through a shell wrapper that sources `.env.local`:

• NoteMentions a .env fileSKILL.md:121

  ( set -a; [ -f .env.local ] && . ./.env.local; set +a;

• NoteMentions a .env fileSKILL.md:129

  and add `SERVICEGRAPH_API_KEY=vk_…` to `.env.local` here

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 1,208 words, ~3,450 tokens.

name

find-cpa-firm

description

Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A valuations, R&D tax credits, IPO readiness, sales-and-use tax. Triggers on "find me a CPA firm for our delaware c-corp series A audit", "shortlist three audit firms with SaaS experience", "we need a tax advisor for our M&A", or "pull contact info for these 10 accounting firm domains", even when described indirectly (audit our books, fractional CFO support, file our 1120). Drives the ServiceGraph API (api.servicegraph.co) — a 100k+ US firm catalog filterable by industry, services, location, size, ratings. Skip personal/consumer tax preparation (1040, individual estate, retirement planning), in-house controller/CFO hires, "how do I file my taxes" DIY questions, accounting-software comparisons (QuickBooks vs Xero), non-US firms, individual freelance bookkeepers.

allowed-tools

Bash(curl:*), mcp__servicegraph__list_fields, mcp__servicegraph__list_field_values, mcp__servicegraph__check_filter, mcp__servicegraph__translate_intent, mcp__servicegraph__search_dataset, mcp__servicegraph__get_row, mcp__servicegraph__unlock_rows, mcp__servicegraph__get_credit_balance

compatibility

Designed for Claude Code

version

0.2.0

author

Artur Briugeman <artur@nostr.band>

license

MIT

tags

accounting, tax, service-providers, lead-generation, servicegraph

metadata.api_base

https://api.servicegraph.co

metadata.dataset_id

pro_services

metadata.industry

accounting_tax

filter   := orExpr
orExpr   := andExpr ("OR" andExpr)*
andExpr  := notExpr (("AND")? notExpr)*    # whitespace = implicit AND
notExpr  := ("NOT" | "-") notExpr | atom
atom     := "(" filter ")" | predicate
predicate:= IDENT op valueOrList | bareword
op       := ":" | "=" | ">=" | "<=" | ">" | "<"
valueOrList := value ("," value)*
value    := IDENT | NUMBER | tagAtEvidence
tagAtEvidence := IDENT "@" ("low"|"medium"|"high")
bareword := IDENT | NUMBER          # → keyword:<bareword>

industry:accounting_tax state:CA audit saas
industry:accounting_tax cpa state:DE,NY
industry:accounting_tax "m&a" diligence
industry:accounting_tax tax 409a
industry:accounting_tax "fractional cfo"
industry:accounting_tax "r&d" tax
industry:accounting_tax "soc 2"
industry:accounting_tax -company_size_signal:solo rating>=4

GET /v1/datasets/pro_services/search?filter=industry:accounting_tax+audit+state:DE,NY,CA+-company_size_signal:large_50plus&limit=10
# Present, get pick of 3. "Unlocking 3 = 30 credits, 30-day TTL."
POST /v1/datasets/pro_services/unlocks
  { "apexes": ["firm-a.com", "firm-b.com", "firm-c.com"] }

GET /v1/datasets/pro_services/search?filter=industry:accounting_tax+audit+saas&limit=10

GET /v1/datasets/pro_services/search?filter=industry:accounting_tax+"m&a"+diligence+tech&limit=10

GET /v1/datasets/pro_services/search?filter=industry:accounting_tax+"fractional cfo"&limit=10

GET /v1/datasets/pro_services/search?filter=industry:accounting_tax+"r&d"+biotech&limit=10

GET /v1/datasets/pro_services/search?filter=industry:accounting_tax+("sales tax" OR salt)+multi-state&limit=10

GET /v1/datasets/pro_services/fields?include_values=1
GET /v1/datasets/pro_services/check?filter=industry:accounting_tax+audit+saas+rating>=4+-company_size_signal:large_50plus
GET /v1/datasets/pro_services/search?filter=...&limit=10
# Present briefs. "Unlocking 5 = 50 credits, 30-day TTL."
POST /v1/datasets/pro_services/unlocks
  { "apexes": ["firm-a.com", "firm-b.com", "firm-c.com", "firm-d.com", "firm-e.com"] }
GET /v1/me/credits

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in plugins/mcp/servicegraph/skills/find-cpa-firm of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287