All 84 tools include rich descriptions, inputSchema (camelCase), and annotations (title, readOnlyHint, destructiveHint, idempotentHint, openWorldHint: false). Organization scope is derived from the API key — no organization_id parameter on most tools.
| Tool | Description |
|---|---|
create_account | Add a new account to the chart of accounts for the API-key organization. Requires code, name, and account_type (asset... |
list_accounts | Read-only. List all accounts in the chart of accounts for the API-key organization. No org id needed - scope is der... |
get_account | Read-only. Fetch a single account by id from the chart of accounts. Returns code, name, type, balance metadata, and p... |
update_account | Modify an existing chart-of-accounts entry in place. Idempotent for the same payload. Use to rename or deactivate (hi... |
delete_account | Soft-delete an account from the chart of accounts (recoverable for a retention window). The account MUST have zero ba... |
get_account_balance | Read-only. Return the current ledger balance for a single account as of now. Org scope is derived from the API key. R... |
get_account_transactions | Read-only. List journal transactions posted against a specific account, optionally filtered by date range. Returns tr... |
list_transactions | Read-only. List journal entry transactions for the API-key organization. Returns draft (pending) and posted entries w... |
create_transaction | Create a double-entry journal transaction from debit and credit line entries. Total debits must equal total credits. ... |
get_transaction | Read-only. Fetch a journal transaction by id including all debit/credit entries and status (pending|posted|reversed... |
update_transaction | Modify a DRAFT (pending) journal transaction before posting. Cannot update posted entries. Idempotent for the same pa... |
delete_transaction | Soft-delete a DRAFT (pending) journal transaction (recoverable for a retention window). Cannot delete posted entries ... |
post_transaction | Finalize a DRAFT (pending) transaction by posting it to the immutable general ledger. After posting, the entry affect... |
reverse_transaction | Post a reversing double-entry journal entry against a finalized (posted) transaction. Not idempotent - calling twic... |
list_invoices | Read-only. List accounts-receivable invoices for the API-key organization. Returns invoice numbers, statuses (draft|... |
create_invoice | Create a new accounts-receivable invoice in DRAFT status with line items for a customer contact. Not idempotent - r... |
get_invoice | Read-only. Fetch a single invoice by id including line items, status, amounts paid/due, and customer contact. Org sco... |
update_invoice | Modify a DRAFT invoice's line items, notes, or status in place. Idempotent for the same payload. Cannot edit sent/pai... |
delete_invoice | Soft-delete a DRAFT invoice (recoverable for a retention window). Cannot delete sent or paid invoices. Returns deleti... |
send_invoice | Email a finalized invoice to its customer contact. Triggers an external send (not idempotent - calling again re-sen... |
generate_invoice_pdf | Render a PDF document for an invoice and return a download URL or binary reference. Requires a valid invoice id. Not ... |
record_invoice_payment | Record a customer payment against an invoice, updating amount_paid and status (partial|paid). Idempotent for the sam... |
get_invoice_history | Read-only. Return the status-change audit trail for an invoice (draft->sent->paid, etc.). Org scope is derived from t... |
list_bills | Read-only. List accounts-payable bills from vendors for the API-key organization. Returns bill numbers, statuses, and... |
create_bill | Create a new accounts-payable bill in DRAFT status from a vendor contact with line items. Not idempotent - repeated... |
get_bill | Read-only. Fetch a single vendor bill by id including line items, status, and amounts. Org scope is derived from the ... |
update_bill | Modify a DRAFT bill's line items, notes, or status in place. Idempotent for the same payload. Returns the updated bill. |
delete_bill | Soft-delete a DRAFT bill (recoverable for a retention window). Cannot delete received or paid bills. Returns deletion... |
receive_bill | Transition a DRAFT bill to RECEIVED status, acknowledging vendor delivery. Idempotent if already received. Returns th... |
get_bill_history | Read-only. Return the status-change audit trail for a vendor bill. Org scope is derived from the API key. |
list_contacts | Read-only. List customer and vendor contacts for the API-key organization. Returns names, types, and email addresses.... |
get_contact | Read-only. Fetch a single customer or vendor contact by id. Returns name, type, email, phone, and address. |
create_contact | Add a new customer, vendor, or both-type contact to the organization. Not idempotent - repeated calls create duplic... |
list_transfers | Read-only. List inter-account transfer records for the API-key organization. Returns source/destination accounts, amo... |
get_transfer | Read-only. Fetch a single inter-account transfer by id including from/to accounts and status (pending|completed|rev... |
create_transfer | Record a pending transfer of funds between two accounts in the same organization. Not idempotent - repeated calls c... |
update_transfer | Modify a pending transfer's description before completion. Idempotent for the same payload. Cannot update completed t... |
delete_transfer | Soft-delete a pending transfer (recoverable for a retention window). Cannot delete completed transfers. Returns delet... |
create_master_account | Provision a new master (root) organization with a default chart of accounts. Not idempotent - repeated calls create... |
create_sub_organization | Create a child organization under a parent for multi-entity accounting. Not idempotent - repeated calls create dupl... |
get_user_organizations | Read-only. List all organizations accessible to the authenticated API key, including master and sub-orgs. Returns org... |
get_organization | Read-only. Fetch details of the current API-key organization including name, currency, and settings. No org id parame... |
update_organization | Modify organization settings such as name and billing email in place. Idempotent for the same payload. Returns the up... |
get_organization_billing | Read-only. Return billing configuration and credit usage for the API-key organization. Org scope is derived from the ... |
get_billing_organization | Read-only. Return the billing parent (master) organization that owns credit purchases for this org. Useful for multi-... |
get_consolidated_reporting_orgs | Read-only. List sub-organizations included in consolidated financial reporting for a master org. Returns org ids and ... |
check_data_sharing | Read-only. Determine whether two organizations can share accounting data (same master hierarchy). Returns a boolean s... |
get_trial_balance | Read-only. Generate a trial balance report showing all account debit/credit totals as of a date. Verifies books balan... |
get_balance_sheet | Read-only. Generate a balance sheet (assets, liabilities, equity) as of a date. Supports multi-entity consolidation o... |
get_income_statement | Read-only. Generate a profit & loss / income statement for a date range. Returns revenue, expenses, and net income gr... |
health_check | Read-only. Ping the accounting API to verify it is reachable and healthy. Safe to call freely; returns status and upt... |
system_info | Read-only. Return server version, protocol info, and environment metadata. Safe to call freely. |
get_entity_events | Read-only. Fetch the audit/event log for a specific entity (invoice, bill, transaction, etc.). Returns chronological ... |
list_currencies | Read-only. List all currencies configured for the organization including ISO codes and symbols. |
get_currency | Read-only. Fetch a single currency by id including code, name, symbol, and decimal places. |
create_currency | Add a custom currency to the organization. Not idempotent - repeated calls create duplicates. Returns the currency ... |
update_currency | Modify currency name or symbol in place. Idempotent for the same payload. Returns the updated currency. |
list_exchange_rates | Read-only. List all configured exchange rates between currency pairs with effective dates. |
get_exchange_rate | Read-only. Fetch a single exchange rate by id including from/to currencies and rate value. |
create_exchange_rate | Set a new exchange rate between two currencies effective on a given date. Not idempotent - repeated calls create du... |
update_exchange_rate | Modify an existing exchange rate value in place. Idempotent for the same payload. Returns the updated rate. |
list_reconciliations | Read-only. List bank reconciliation sessions for the organization including status and statement dates. |
create_reconciliation | Start a new bank reconciliation session for an account against a statement period. Not idempotent - repeated calls ... |
get_reconciliation | Read-only. Fetch a reconciliation session by id including matched/unmatched transactions and balances. |
update_reconciliation | Modify an in-progress reconciliation's statement ending balance or matched items. Idempotent for the same payload. |
complete_reconciliation | Finalize and lock a bank reconciliation session. Hard to undo - marks the period as reconciled. Requires all items ... |
delete_reconciliation | Soft-delete an in-progress reconciliation (recoverable for a retention window). Cannot delete completed reconciliatio... |
list_recurring_schedules | Read-only. List recurring journal-entry schedules with frequency, next run date, and status. |
create_recurring_schedule | Create a recurring journal-entry template that auto-posts on a schedule (daily|weekly|monthly|quarterly|yearly). ... |
get_recurring_schedule | Read-only. Fetch a recurring schedule by id including frequency, entries template, and pause status. |
update_recurring_schedule | Modify a recurring schedule's description or end date in place. Idempotent for the same payload. |
pause_recurring_schedule | Pause an active recurring schedule so it stops auto-posting. Idempotent if already paused. Returns updated schedule s... |
resume_recurring_schedule | Resume a paused recurring schedule so auto-posting continues. Idempotent if already active. Returns updated schedule ... |
delete_recurring_schedule | Soft-delete a recurring schedule (recoverable for a retention window). Stops all future auto-posting. Returns deletio... |
list_api_keys | Read-only. List API keys for the organization (names and ids only - secrets are never returned). |
create_api_key | Generate a new API key for the organization. Not idempotent - repeated calls create duplicates. Returns the key id ... |
get_api_key | Read-only. Fetch API key metadata by id (name, enabled status, expiry). Secret value is never returned. |
update_api_key | Rename or enable/disable an API key in place. Idempotent for the same payload. Returns updated key metadata. |
rotate_api_key | Invalidate the current API key secret and generate a new one. DESTRUCTIVE - existing integrations break until updat... |
get_credit_balance | Read-only. Return the current API credit balance for the organization. 1 credit = $0.01. |
purchase_credits | SPENDS MONEY: initiate a Stripe checkout to buy API credits for the billing master organization. Not idempotent. Retu... |
get_credit_packages | Read-only. List available credit packages with prices for purchase. Safe to call before purchase_credits. |
start_x402_credit_purchase | SPENDS MONEY: begin an x402 USDC-on-Base credit top-up. Returns HTTP 402 with a PAYMENT-REQUIRED header the client wa... |
complete_x402_credit_purchase | SPENDS MONEY: complete an x402 USDC credit top-up by submitting the wallet-signed PAYMENT-SIGNATURE. Not idempotent. ... |