- On
/mcp(read-only URL): only read tools are available. - On
/full: read + write tools are available.
Chart of accounts
The business ledger. Includes all supported account types, including bank accounts.- List / get accounts
- List allowed account types
- Create / update / delete accounts (full)
- Create account from a plain-language description via Adam (full)
Banks
Bank account management.- List / get banks
- Create / delete bank accounts (full)
Bank transactions
Transactions from bank statements.- List / get bank transactions
- Record or import transactions (full)
- Update / delete bank transactions (full)
Contacts
Customers and vendors.- List / get / search contacts
- Create / update / delete contacts (full)
- Create contact from a description via Adam (full)
Invoices (accounts receivable)
Money customers owe you. May be unpaid, partly paid, or fully paid.- List / get invoices
- Create / update / delete invoices (full)
- Record invoice payments (full)
- Create invoice from a description via Adam (full)
Bills (accounts payable)
Regular payables. May be unpaid, partly paid, or fully paid.- List / get bills
- Create / update / delete bills (full)
- Record bill payments (full)
- Create bill from a description via Adam (full)
Expenses
Fully paid business expenses.- List / get expenses
- Create / update / delete expenses (full)
- Create expense from a description via Adam (full)
Income
Fully received income.- List / get income
- Create / update / delete income (full)
- Create income from a description via Adam (full)
Journals
Advanced / non-routine accounting (loans, investments, adjustments, etc.).- List / get journal entries
- Create / update / delete journals (full)
- Create journal from a description via Adam (full)
Inventory
Stock items, sales, and restocks.- List / get inventory items
- Create / update / delete inventory (full)
- Sell stock / restock (full)
Fixed assets
- List / get assets
- Create / update / delete assets (full)
Quotes
- List / get quotes
- Create / update / delete quotes (full)
- Convert quote → invoice / income / prepaid income (full)
Purchase orders
- List / get purchase orders
- Create / update / delete purchase orders (full)
- Convert purchase order → restock (full)
Branches, departments, projects
Organization dimensions used across transactions and reporting.- List / get (where available)
- Create / update / delete (full)
Reports
Available on both endpoints (read-only tools):- Balance sheet
- Income statement (P&L)
- Cash flow statement
- Trial balance
- General ledger
- Account ledger
- Contact statement