Evenbead docs
Contents

MCP tools

194 tools at https://api.evenbead.com/mcp. Each one runs a single API operation through the same pipeline as REST. Setup: MCP setup.

list_accounts

List accounts. The chart of accounts (code, name, type, subtype, control, active; include_balances for each balance) and the default income/expense accounts for new documents.

create_account

Create account. Add an account (code, name, type, optional subtype, parent_code, AR/AP control) to the chart (admin scope).

update_account

Rename or (de)activate account. Rename an account or deactivate/reactivate it (admin scope). Never deletes; control, bank, tax, item, default and parent accounts are protected (account_protected). dry_run previews.

set_default_accounts

Set default accounts. Set the default income and expense accounts new document lines start on (admin scope).

list_starter_charts

Starter charts. The starter charts of accounts (general, services, retail, empty) with every account.

apply_starter_chart

Apply starter chart. Apply a starter chart to a company whose chart is still empty (admin scope); dry_run previews.

list_periods

List periods. Accounting periods with their lock status.

set_period_status

Lock or unlock period. Open, soft-lock or hard-lock one period (admin scope; reopening a hard lock needs a person and a reason).

create_bank_account

Register bank account. Register a bank or card account linked to its ledger account (admin scope).

update_bank_account

Edit bank account. Correct a bank or card account's name, institution or last digits (admin scope).

get_trial_balance

Trial balance. Trial balance as of a date (YYYY-MM-DD); integer cents.

search_transactions

Search transactions. Posted journal entries filtered by date range, account code, memo text and amount (cents).

propose_journal_entry

Propose journal entry. Propose a balanced entry. Within your policy it posts; otherwise it is queued for approval. dry_run: true returns the exact entry, policy verdict, affected balances and validation errors without writing.

list_proposals

List proposals. The approval queue (filter by status).

approve_proposal

Approve proposal. Approve and post a pending proposal (approve scope; never your own).

reject_proposal

Reject proposal. Reject a pending proposal with a reason (approve scope; never your own).

reverse_journal_entry

Reverse journal entry. Correct a posted entry by posting its exact reversal (posted entries are never edited).

verify_audit_chain

Verify audit chain. Verify the company's hash-chained audit log.

whoami

Who am I. Your principal (agent or user), scopes and company.

list_classes

List classes. Classes (reporting dimension) that journal lines can be tagged with.

get_profit_and_loss

Profit and loss. P&L for a date range by account (optionally one class); integer cents.

get_balance_sheet

Balance sheet. Balance sheet as of a date with current-year earnings rolled up; integer cents.

get_general_ledger

General ledger. Every line in a date range by account with running balances.

export_tax_trial_balance

Tax trial balance. Year-to-date trial balance in the generic tax CSV layout (JSON here, with control totals). Audited.

list_bank_accounts

List bank accounts. Bank and card accounts with balances, line counts by state and reconciliation status.

import_bank_statement

Import bank statement. Import OFX/QFX or CSV text into a bank account; lines dedupe on FITID or content hash. dry_run previews.

list_bank_lines

List bank lines. Bank lines by account/state/date; unmatched lines include the matching rule's suggestion.

categorize_bank_line

Categorize bank line. Categorize an unmatched bank line into an account. Within your policy it posts; otherwise it queues for approval. dry_run previews.

match_bank_line

Match bank line. Link an unmatched bank line to an existing posted entry of the same amount.

unmatch_bank_line

Unmatch bank line. Undo a match (approve scope; refused once reconciled).

exclude_bank_line

Exclude bank line. Exclude an unmatched bank line with a reason (e.g. a duplicate the bank sent).

restore_bank_line

Restore bank line. Return an excluded bank line to unmatched.

auto_match_bank_lines

Auto-match bank lines. Match unmatched lines to existing entries (same amount, date window) and pair transfers between own accounts.

list_bank_rules

List bank rules. Categorization rules in evaluation order.

create_bank_rule

Create bank rule. Create a rule: payee contains and/or amount range → account (admin scope).

deactivate_bank_rule

Deactivate bank rule. Deactivate a rule (admin scope).

start_reconciliation

Start reconciliation. Start reconciling a bank statement (date + ending balance); auto_clear pre-clears lines the bank showed.

list_reconciliations

List reconciliations. Reconciliations, newest first.

get_reconciliation

Get reconciliation. A reconciliation with cleared and uncleared ledger lines and the difference.

update_reconciliation

Update reconciliation. Clear/unclear ledger lines or fix the statement figures while in progress.

finish_reconciliation

Finish reconciliation. Finish at zero difference (approve scope). Finished reconciliations are immutable.

cancel_reconciliation

Cancel reconciliation. Discard an in-progress reconciliation with a reason.

get_reconciliation_report

Reconciliation report. Cleared deposits/payments, uncleared items and the book-vs-statement tie-out.

undo_reconciliation

Undo reconciliation. Undo the latest finished reconciliation of an account, with a reason (approve scope; refused when a period on/after the statement is locked).

list_users

List users. People in this company.

list_agents

List agents. Registered agents with scopes and posting thresholds.

set_fiscal_year_start

Set fiscal year start. Set the fiscal year start month (admin; refused while a period is hard-locked).

create_fiscal_year_periods

Create fiscal-year periods. Create the missing monthly periods of a fiscal year (named by the year it ends).

set_fiscal_year_status

Lock fiscal year. Lock or reopen every period of a fiscal year (admin).

create_contact

Create customer or vendor. Add a customer or vendor (kind, name, optional email and payment terms in days).

list_contacts

List customers and vendors. Customers and vendors with open and overdue balances.

get_contact

Get customer or vendor. A customer or vendor with their documents and payments.

update_contact

Update customer or vendor. Rename, change email or terms, or deactivate (admin).

create_item

Create item. Add a product or service with default income/expense account and price (admin).

  • Writes (pass idempotency_key, or dry_run where offered)
  • Operation: POST /v1/items

list_items

List items. Products and services.

create_invoice

Create invoice. Create and post an invoice (Dr AR, Cr income per line). Within your policy it posts; otherwise (or for a customer with no prior documents) it queues for approval. dry_run previews number, entry and verdict.

create_credit_memo

Create credit memo. Post a customer credit memo; apply it to invoices with apply_credit.

record_bill

Record bill. Record and post a vendor bill (Dr expense per line, Cr AP). Same governance as create_invoice; dry_run previews.

  • Writes (pass idempotency_key, or dry_run where offered)
  • Operation: POST /v1/bills

create_vendor_credit

Create vendor credit. Post a vendor credit; apply it to bills with apply_credit.

list_documents

List documents. Invoices, credit memos, bills and vendor credits with open balance and status (filter by kind, side, status incl. overdue/unpaid, customer/vendor, dates).

get_document

Get document. A document with lines and applied payments/credits.

void_document

Void document. Void a document by posting the exact reversal (approve scope). Invoices/bills need their payments/credits voided first. dry_run previews.

apply_credit

Apply credit. Apply a credit memo / vendor credit to open invoices / bills of the same customer / vendor.

receive_payment

Receive payment. Record a customer payment applied to invoices; give bank_line_id to turn an unmatched deposit line into the payment (it is categorized). Same governance as propose; dry_run previews.

pay_bills

Pay bills. Pay vendor bills from a bank/card account, optionally from an unmatched bank or card line (bank_line_id).

list_payments

List payments. Payments received and made.

get_payment

Get payment. A payment with its applications.

void_payment

Void payment. Void a payment (approve scope): reversal posted, documents reopen, its bank line returns to unmatched.

get_ar_aging

AR aging. Receivables by days past due as of a date, with the AR control-account tie-out.

get_ap_aging

AP aging. Payables by days past due as of a date, with the AP control-account tie-out.

list_audit_events

Audit events. Audit events, filtered by actor type/id, model or action prefix; newest first with order=desc.

list_audit_actors

Audit actors. Every person, agent (per declared model) and system process that acted on these books.

create_session

Open web session. Open a browser session with a person's key (agents are refused).

list_sessions

List sessions. Your active web sessions.

revoke_session

Revoke session. Sign a web session out.

create_qbwc_connection

Create Desktop migration connection. Create a read-only Web Connector migration connection (people only). Returns the password and the single-use .qwc download token once.

list_qbwc_connections

List Desktop migration connections. Web Connector migration connections with status, phase and percent complete.

get_qbwc_connection

Desktop migration progress. One connection with progress per extraction step, its bundle and its import attempts.

download_qbwc_file

Download .qwc file. Redeem the single-use download token for the .qwc file (people only).

get_qbwc_tieout

Extraction tie-out. The extraction's tie-out: trial balance per month-end to the cent, coverage, per-document checks, AR/AP aging.

revoke_qbwc_connection

Revoke Desktop migration connection. Revoke a connection with a reason; Web Connector is refused from then on. Final.

unlock_qbwc_connection

Unlock Desktop migration connection. Unlock a connection after a brute-force lockout.

import_qbwc_bundle

Import Desktop migration. Import the finished extraction into these empty books (people only); the ledger's own tie-out decides imported or failed.

list_migrations

List migrations. Migration imports with their tie-out results and cutover.

cutover_migration

Cut over. Cut over after an imported migration whose tie-out passed (people only); revokes its connection.

create_sales_receipt

Create sales receipt. Record a sale paid on the spot (Dr deposit account, Cr income, plus sales tax). Same governance as create_invoice; dry_run previews.

apply_payment

Apply payment. Apply a payment's unapplied amount (credit on account, deposit, prepayment) to open invoices or bills of the same customer or vendor.

create_refund

Refund customer. Refund a customer from the unapplied part of a payment (payment_id) or a credit memo (credit_id). Same governance as create_invoice; dry_run previews.

  • Writes (pass idempotency_key, or dry_run where offered)
  • Operation: POST /v1/refunds

record_vendor_refund

Record vendor refund. Record money a vendor paid back from the unapplied part of a payment made (payment_id) or a vendor credit (credit_id). Same governance as record_bill; dry_run previews.

render_document_pdf

Render document PDF. Render an invoice, credit memo or sales receipt as a PDF; returns {filename, sha256, bytes, pdf_base64}. Nothing is sent.

create_estimate

Create estimate. Create an estimate for a customer (never posts). dry_run previews number and totals.

list_estimates

List estimates. Estimates with status (open, accepted, declined, converted, void) and expiry.

get_estimate

Get estimate. One estimate with its lines.

set_estimate_status

Set estimate status. Mark an estimate accepted, declined or open again, or void it with a reason.

convert_estimate

Convert estimate. Turn an open or accepted estimate into an invoice through the invoice governance (proposal above policy); the estimate is marked converted.

render_estimate_pdf

Render estimate PDF. Render an estimate as a PDF; returns {filename, sha256, bytes, pdf_base64}. Nothing is sent.

create_tax_agency

Create tax agency. Add a sales-tax agency.

list_tax_agencies

List tax agencies. Sales-tax agencies.

create_combined_tax_rate

Create combined tax rate. Combine 2-10 single-agency rates (state + county + city) into one rate for documents; each jurisdiction's tax posts to its own agency's payable account.

create_tax_rate

Create tax rate. Add a sales-tax rate (percent, up to 4 decimals) for an agency, collected into a liability account. Never edited; add a new rate instead.

list_tax_rates

List tax rates. Sales-tax rates with their agency and payable account.

set_tax_rate_status

Set tax rate status. Deactivate or reactivate a tax rate, with a reason.

get_sales_tax_report

Sales-tax liability. Sales-tax liability for a period by rate, jurisdiction, agency and month or quarter (group_by), with the payable balances and the ledger tie-out per agency.

create_recurring_template

Create recurring template. Schedule a recurring invoice or bill (weekly, monthly, quarterly, yearly). Nothing posts until it is run.

list_recurring_templates

List recurring templates. Recurring templates with their next occurrence.

get_recurring_template

Get recurring template. A recurring template with every occurrence generated so far.

update_recurring_template

Pause or resume template. Pause or resume a recurring template, or change its end date.

run_recurring_template

Run recurring template. Generate the template's due occurrences through a date, each through the invoice/bill governance, once per date. dry_run previews.

run_due_recurring

Run due recurring templates. Run every active template through a date (default today): call it daily from a scheduler agent. Idempotent per occurrence.

grant_firm_access

Grant firm access. Grant an accounting firm access to this company (the company's own people): scopes cap every firm member and agent here; billing flag recorded only.

list_firm_access

List firm access. Firms with access to this company, live and revoked.

revoke_firm_access

Revoke firm access. Revoke a firm's access with a reason; effective on its next request. Final.

update_firm_access

Update firm billing flag. Change the record-only billing flag (firm or client) of a live grant.

get_firm

Firm and me. The caller's firm and who the caller is (firm credentials).

create_firm_member

Add firm member. Add a firm member (firm admin); they appear in every client that granted the firm access.

list_firm_members

List firm members. Firm members and roles.

remove_firm_member

Remove firm member. Remove a member (firm admin); their keys and sessions end. Final.

create_firm_key

Mint firm key. Mint a firm key for a member or firm agent (firm admin); the secret is returned once.

list_firm_keys

List firm keys. Firm keys by prefix (never secrets).

revoke_firm_key

Revoke firm key. Revoke a firm key and its sessions.

create_firm_agent

Register firm agent. Register a firm agent (firm admin); it acts only in clients it is assigned to.

list_firm_agents

List firm agents. Firm agents with client assignments and per-client thresholds.

assign_firm_agent

Assign firm agent. Assign a firm agent to a client with that client's posting threshold (upsert).

unassign_firm_agent

Unassign firm agent. Stop a firm agent acting in one client.

revoke_firm_agent

Revoke firm agent. Revoke a firm agent everywhere, with its keys. Final.

list_firm_clients

Firm console. Every client with status at a glance: unreconciled accounts, proposal queue, period locks, overdue AR, last activity, migration.

create_firm_client

Create client company. Create a client company with its owner, a firm-billed grant to this firm and a single-use owner invitation (returned once) to hand to the owner; the firm never gets a company key.

create_owner_invite

Reissue owner invitation. Issue a new owner invitation for a client the firm created (replaces an unclaimed one).

rotate_firm_key

Rotate firm key. Rotate a firm key (firm admin, or your own key): new secret once, the old key works for the overlap window.

list_api_keys

List API keys. API keys with expiry, last use, rate budget and status (admins: all; others: your own). Never secrets.

get_api_key

API key. One API key's lifecycle (admins: any; others: your own).

rotate_api_key

Rotate API key. Rotate a key (admins: any; agents and people: the key they call with). Returns the new secret once; the old key works for overlap_seconds (default 86400, max 604800).

claim_owner_invite

Claim company ownership. The owner claims a firm-created company with the invitation as Bearer token; returns the owner key once.

lock_client_periods

Lock periods across clients. Bulk: lock the period containing a date in each selected client, each separately audited; per-client results. dry_run previews.

set_firm_kill_switch

Firm kill switch. Suspend or resume every firm agent's writes in every client.

create_firm_session

Open firm session. Open a firm web session with a member's firm key (token shown once).

list_firm_sessions

List firm sessions. Your active firm sessions.

revoke_firm_session

Revoke firm session. Sign a firm session out.

verify_firm_audit

Verify firm audit chain. Verify the firm's own audit hash chain.

list_firm_audit_events

Firm audit events. The firm's audit events, newest first.

close_period_check

Close checklist. The month-end close checklist for the period containing a date: reconciliations, proposal queue, unapplied payments, AR/AP aging tie-out, sales-tax review, lock; each item pass/fail with its evidence.

review_sales_tax

Review sales tax for close. Sign off the period's sales-tax liability as reviewed (people only; agents are refused).

close_period

Close period. Lock the period only if every checklist item passes (else close_incomplete with the failing items). People only. dry_run previews.

list_client_proposals

Approval queue across clients. Firm credentials: pending proposals in every client, filtered by client, agent, amount and age.

decide_client_proposals

Batch approve or reject. Firm members: approve or reject many proposals across clients; each decided and audited in its own company; per-item results. dry_run previews.

list_client_close_status

Close status across clients. Firm credentials: the close checklist of a period in every client.

create_qbo_connection

Start QuickBooks Online migration. Start a QuickBooks Online migration for an export date (people only). Returns Intuit's consent URL once.

list_qbo_connections

List QuickBooks Online migrations. QuickBooks Online migration connections with status, estimate and last run.

get_qbo_connection

QuickBooks Online migration. One connection with its bundle and import attempts.

authorize_qbo_connection

Finish Intuit consent. Finish Intuit's consent with the code, state and realm id from the callback (people only).

estimate_qbo_extraction

Estimate QuickBooks Online reads. Count records and estimate the extraction's metered calls against this month's budget.

extract_qbo_company

Extract QuickBooks Online company. Read the company (lists, transactions, reports), build the bundle, run the tie-out and the disclosure report.

get_qbo_tieout

QuickBooks Online tie-out. The extraction's tie-out: trial balance per month-end to the cent, coverage, per-document checks, aging.

get_qbo_disclosure

What QuickBooks Online cannot export. Per company: what was not exported or migrated (audit log, reconciliation state, bank rules, attachments, ...) and how it is handled.

import_qbo_bundle

Import QuickBooks Online migration. Import the extraction into these empty books (people only); the ledger's own tie-out decides imported or failed.

revoke_qbo_connection

Revoke QuickBooks Online connection. Revoke the connection's tokens at Intuit and wipe them here. Final.

get_qbo_usage

QuickBooks Online read budget. This month's metered QuickBooks Online reads against the deployment's budget.

get_item

Get item. One product or service with its prices, accounts and taxable flag.

update_item

Edit item. Edit a product or service (name, kind, description, prices, income/purchase accounts, taxable) or deactivate/reactivate it (admin scope). dry_run previews.

record_expense

Record expense. Record money already spent without a bill (Dr expense lines, Cr the bank, cash or card account); payee optional; receipt metadata optional. Same governance as record_bill; dry_run previews.

write_check

Record check. Record a check written from a bank or cash account (number = check number, default next). Same governance as record_bill; dry_run previews.

  • Writes (pass idempotency_key, or dry_run where offered)
  • Operation: POST /v1/checks

transfer_money

Transfer between accounts. Move money between two bank, cash or card accounts (to savings, paying the card). Same governance as any entry; dry_run previews.

add_document_attachment

Attach receipt metadata. Record a receipt's metadata (file name, type, size, SHA-256, note) on a posted document; the file itself is not stored. Append-only.

get_account_register

Account register. An account's lines in a date range with running balance, source document/payment/entry, the other side and reconciled flag.

search_books

Search the books. Search transactions (number, amount, memo, reference, payee), customers and vendors, products and services, accounts.

get_dashboard

Dashboard. P&L this month and year to date, cash at the last 12 month-ends, AR/AP with overdue, bank accounts with unreconciled lines.

get_sales_by_customer

Sales by customer. Income by customer for a date range (accrual), tied to the P&L.

get_sales_by_item

Sales by item. Quantity and amount by product or service for a date range.

get_expenses_by_vendor

Expenses by vendor. Expenses by vendor for a date range (accrual), tied to the P&L.

get_ar_detail

Receivables detail. Open invoices, credits and customer payments by customer as of a date, with the AR tie-out.

get_ap_detail

Payables detail. Open bills, vendor credits and prepayments by vendor as of a date, with the AP tie-out.

get_transaction_list

Transaction list. Every posted entry in a date range: source, contact, accounts, amount.

get_1099_summary

1099 summary. Payments to 1099 vendors for a calendar year against the filing threshold, tax ID on file (last 4 only), and vendors to review.

email_document

Email invoice, credit memo or receipt. Email a document to the customer as a PDF (default: the customer's email on file; optional cc, message). Over your threshold, to another address, or a first email to that customer, it waits for approval. dry_run previews recipients, subject and verdict.

email_estimate

Email estimate. Email an estimate to the customer as a PDF; same governance as email_document.

list_emails

List emails. This company's emails (documents, reminders, security notices) with delivery status; filter by status (pending_approval, queued, sent, failed...).

get_email

Get email. One email with its delivery status, attempts and last error.

approve_email

Approve email. Approve an agent's email waiting for approval (approve scope; never your own).

reject_email

Reject email. Reject an agent's email waiting for approval, with a reason (approve scope; never your own).

cancel_email

Cancel email. Cancel an email not sent yet (its requester, or an admin).

retry_email

Retry email. Queue a failed email again (admin scope).

get_email_settings

Email settings. Reply-To, sender name, security-notice address, payment reminders (off by default) and whether email is available.

update_email_settings

Update email settings. Set Reply-To, sender name, the security-notice address, and turn payment reminders on with reminder days relative to the due date (admin scope).

list_email_suppressions

Email suppressions. Addresses not emailed (unsubscribed from reminders or bounced).

list_bank_feeds

List bank feeds. Bank feeds (Plaid connections): status, accounts and which bank account each feeds, last sync, plan usage.

get_bank_feed

Bank feed. One bank feed with its accounts, health (reconnect needed, consent expiry) and last sync.

sync_bank_feed

Sync bank feed. Pull new posted transactions from the bank now; they arrive as unmatched bank lines for auto-match, rules and categorization.

connect_bank_feed

Connect bank feed. Finish connecting a bank with Plaid Link's public_token (people only); lists the bank's accounts for linking.

update_bank_feed_settings

Bank feed settings. Import pending transactions too, or posted only (people only).

reconnected_bank_feed

Refresh reconnected bank. After the person reconnected in Plaid Link: refresh health and accounts (people only).

disconnect_bank_feed

Disconnect bank feed. Remove the bank connection at Plaid and wipe its token here (people only). Final.