MCP tools

Tools run as the signed-in member, in the team chosen when the client connected, with that member's role. Each tool does the same as the matching REST API endpoint and returns the same data, as both text and structured content.

Tools that read data need the read scope and are marked read-only. Tools that create or change data need the write scope. Data follows the API conventions: IDs are strings, amounts are decimal strings, and absent values are null. List tools return { "data": [...], "nextCursor": ... }; pass nextCursor back as cursor for the next page.

TeamCopy Anchor Link

get_teamCopy Anchor Link

Returns the team (workspace) the connection acts in.

TeamCopy Anchor Link

ContactsCopy Anchor Link

Contacts are the people and organizations the team pays (payees) or bills (clients).

list_contactsCopy Anchor Link

Lists contacts by name, or by relevance when search is set.

get_contactCopy Anchor Link

Returns one contact.

create_contactCopy Anchor Link

Creates a contact. If the team already has a contact with the same tax ID and country, email, or legal name, that contact is returned instead.

update_contactCopy Anchor Link

Changes the fields sent. null clears an optional field; bankAccount and billing replace the whole object.

ContactCopy Anchor Link

CategoriesCopy Anchor Link

Accounting categories classify transactions, contacts and invoices. Only team owners and admins can create them.

list_categoriesCopy Anchor Link

Lists the team's categories, grouped by type and sorted by name. A team has at most 100 categories, so nextCursor is always null.

create_categoryCopy Anchor Link

Creates a custom category and returns it. Fails with CATEGORY_MANAGEMENT_FORBIDDEN for members and CATEGORY_LIMIT_REACHED when the team already has 100 categories.

CategoryCopy Anchor Link

Bank accountsCopy Anchor Link

list_bank_accountsCopy Anchor Link

Lists the team's bank accounts with their account number, currency and last reported balance. All accounts come back in one page, so nextCursor is always null.

Bank accountCopy Anchor Link

Each item in data:

TransactionsCopy Anchor Link

list_transactionsCopy Anchor Link

Lists the team's booked bank transactions, newest first. Archived transactions are left out unless archived is true. A page can hold fewer items than limit before the last one, so keep following nextCursor until it is null.

get_transactionCopy Anchor Link

Returns one transaction with its category, contact, project, note and bookkeeping status.

update_transactionCopy Anchor Link

Sets the category, contact, project, note or archive flag of a transaction and keeps the fields not sent; null clears one. A category on one side of a linked transfer applies to both sides, debits cannot take income categories, and transfer categories cannot be combined with a project. Setting or clearing projectId needs the owner or admin role.

TransactionCopy Anchor Link

InvoicesCopy Anchor Link

Outgoing invoices the team bills its clients. Agents can read every invoice and create, change and delete drafts. Issuing, voiding and sending invoices stays in Osorik. Amounts are decimal strings in the invoice currency, such as 1250.00.

list_invoicesCopy Anchor Link

Lists invoices without their lines, newest first or by relevance when search is set.

Returns { data, nextCursor }, where data is a list of invoices and nextCursor is null on the last page.

get_invoiceCopy Anchor Link

Returns one invoice with its lines and, once it is issued, a PDF download URL.

Returns an invoice with lines.

create_invoice_draftCopy Anchor Link

Creates an unnumbered invoice draft for a client, filling left-out fields from the client's billing defaults and the team's invoice settings.

quantity and unitPrice are decimal strings with up to 6 decimals. Left-out fields default as in the invoice editor:

• currency: the client's currency, then the bank account's currency, then the team currency.
• dueDate: issueDate plus the client's payment terms, then the settings' payment terms (30 days unless changed).
• categoryId: the settings' category. It must be an active income category.
• bankAccountId: the settings' account, then the first account with payment instructions.
• note: the settings' note.

Returns the new invoice with lines.

update_invoice_draftCopy Anchor Link

Changes the fields sent on a draft and keeps the rest; lines replaces every line.

null clears discountPercentage or note. Invoices that are no longer drafts fail with INVOICE_IMMUTABLE. Returns the updated invoice with lines.

delete_invoice_draftCopy Anchor Link

Permanently deletes a draft that was never numbered, with its lines.

Returns { id, deleted: true }. Issued, voided and numbered invoices fail with INVOICE_IMMUTABLE.

get_invoice_settingsCopy Anchor Link

Returns the team's invoice number prefix and the defaults new drafts use.

InvoiceCopy Anchor Link

Invoice with linesCopy Anchor Link

Every invoice field, plus:

Invoice settingsCopy Anchor Link

ExpensesCopy Anchor Link

list_expensesCopy Anchor Link

Lists the team's expenses, the bills and receipts it uploaded, newest first. Archived expenses are left out unless archived is true. A page can hold fewer items than limit before the last one, so keep following nextCursor until it is null.

get_expenseCopy Anchor Link

Returns one expense with its extracted details and a short-lived documentUrl to download the uploaded document.

update_expenseCopy Anchor Link

Changes the fields sent and keeps the rest; null clears an optional field. Details can change only while the expense is unmatched (otherwise EXPENSE_NOT_EDITABLE); archived can change in any status.

ExpenseCopy Anchor Link

ProjectsCopy Anchor Link

Projects group client or internal work for time tracking and cash flow. Every member can read them; only team owners and admins can create or change them.

list_projectsCopy Anchor Link

Lists the team's projects, most recently updated first, or by relevance when search is set.

get_projectCopy Anchor Link

Returns one project with its assigned team members. Members' hourly rates are shown only to owners and admins.

create_projectCopy Anchor Link

Creates a project in the planned state, assigns you to it at billableRate and returns it with its members. clientId must be a contact marked as a client.

update_projectCopy Anchor Link

Changes the fields sent and keeps the rest; null clears description, clientId, startDate or targetEndDate. completed and cancelled close the project. A closed project must be reopened before its other fields change, which can happen in the same call. The client and currency cannot change once time is tracked (PROJECT_TIME_IDENTITY_LOCKED).

ProjectCopy Anchor Link

list_projects returns these fields; get_project, create_project and update_project add members.

Project memberCopy Anchor Link

TimeCopy Anchor Link

Time is tracked against reusable tasks on projects. Members log time only on projects they are assigned to, and see and change only their own entries; owners and admins see everyone's entries and billable rates.

list_time_tasksCopy Anchor Link

Lists a project's tasks, up to 200, on a single page (nextCursor is always null). Archived tasks are left out unless includeArchived is true.

create_time_taskCopy Anchor Link

Adds a task to an open project. Task names are unique within a project, ignoring case and spacing, and a project holds at most 200 tasks.

list_time_entriesCopy Anchor Link

Lists entries that start between from and to, which can be at most 62 days apart. Returns up to 1000 entries; truncated is true when more matched, so narrow the range or add filters. Members always get only their own entries.

create_time_entryCopy Anchor Link

Records completed time for you on an active task of a project you are assigned to. Billable minutes follow the project's rounding, and billable time takes your project rate, which must be set.

update_time_entryCopy Anchor Link

Changes the fields sent on a completed entry and recalculates its minutes and rate. Owners and admins can move an entry to another assigned member with memberId. Stop a running timer before editing it.

delete_time_entryCopy Anchor Link

Permanently deletes a time entry and returns { id, deleted: true }.

get_timerCopy Anchor Link

Returns your running timer as { entry }, with entry: null when none is running. Each member has at most one timer.

start_timerCopy Anchor Link

Starts a timer for you now and returns the running entry. Fails with TIME_TIMER_RUNNING when one is already running.

stop_timerCopy Anchor Link

Stops your running timer now and returns the completed entry. Fails with TIME_TIMER_NOT_FOUND when no timer is running.

Time taskCopy Anchor Link

Time entryCopy Anchor Link

ErrorsCopy Anchor Link

When a tool fails, the result has isError: true and a text message in the form CODE: message, such as INSUFFICIENT_SCOPE: This requires the "write" scope. or PROJECT_MANAGEMENT_FORBIDDEN: Only owners and admins can manage projects. See the error codes.