Tools

The server exposes 95 tools over 20 resource families. Each one dispatches in-process to the /v1 endpoint that already implements the operation, so filters, validation, settlement rules and workspace isolation are exactly the REST API's — the tool is the endpoint. The exceptions, finance_schemas_get (the published contract) and finance_workspaces_list (the workspaces the person can reach), answer locally. Every other tool takes workspace_id.

How to read these pages

Every tool carries four facts:

finance_payables_send_to_bank · destructive · permission payables.dispatch · POST /v1/payables/{id}/send-to-bank

Field	Meaning
read / write / destructive	The annotation the MCP client reads. A destructive one runs only after the server asks the person to confirm — a client that cannot ask gets confirmation_required. See Confirming destructive tools.
permission	The permission the token's person must hold in the organization — the same the action requires in the dashboard.
METHOD /path	The /v1 endpoint the tool dispatches to, to cross-reference with the API reference. The token needs the scope that endpoint requires.

Common arguments

These appear across many tools and always mean the same thing.

Argument	Type	Description
limit	integer	Page size. Default 25, max 100 (10000 on the *_ids tools).
cursor	string	The previous page's meta.next_cursor. null there means the last page.
filters	object	The filters the listing accepts: a scalar is equality, an array is in, an object picks operators ({ "gte": …, "lt": … }).
sort_by	enum	Sort column, among the ones the listing accepts.
sort_order	asc | desc	Direction. Default asc.
fields	string[]	Columns to return. Omit for the whole record; id always comes back.
idempotency_key	string	Replay guard, sent as X-Idempotency-Key. Required on the money-moving actions.
custom_metadata	object	Free-form JSON owned by you, echoed on every read.

The catalogue

Family	Tools	read	write	destructive
payables — Payables	9	4	2	3
receivables — Receivables	9	4	2	3
financial_transactions — Transactions	7	4	2	1
transfers — Transfers	2	1	0	1
reconciliations — Reconciliations	3	1	0	2
receipts — Receipts	2	2	0	0
financial_accounts — Financial accounts and balances	10	4	3	3
banks — Banks	1	1	0	0
cash_flow — Cash flow	1	1	0	0
companies — Companies	5	2	2	1
people — People	6	3	2	1
categories — Categories	5	2	2	1
classification_centers — Classification centers	5	2	2	1
custom_classifiers — Custom classifiers	8	2	4	2
taxes — Taxes	5	2	2	1
automatic_rules — Automatic rules	6	2	3	1
attachments — Attachments	7	3	2	2
fiscal_documents — Received fiscal documents	2	2	0	0
schemas — Field catalogue	1	1	0	0
workspaces — Workspaces	1	1	0	0

A tool you cannot run is not listed by tools/list at all. If one from this page is missing, see Authentication.