ccMonet /mcp

Showing 25 of 112 from the live probe.

• Approve Document

  Submit approval for a successfully parsed document (status=Success). Supported document_type values: Bill, Income (case-insensitive). With no approval flow configured the document is confirmed directly; otherwise it enters pending. If submission reports missing required custom fields, ask the user to complete them on the document page and retry; do not guess field values. If submission reports the document is not ready for ledger posting, the error lists a reason per document: no_product_items (

• Artifact Create

  Create a new artifact: a versioned, block-structured HTML document rendered by the frontend.

• Artifact Get Block

  Return the full content (including html) of a single block.

• Artifact List Blocks

  List the block manifest (id/title/summary/html_bytes) of an artifact's current version, without the full html.

• Artifact Update Blocks

  Apply a list of block changes to an artifact, producing a new version.

• Check Asset Configuration

  Check whether the organization's asset configuration is complete (every created depreciable category fully configured). Returns is_configured plus a missing list (category, type and reason including the next step) — run this before investigating why depreciation did not run.

• Check Bill Asset Cross

  Reverse cross-check: find confirmed bill line items whose category is asset-typed (fixed asset / non-current asset) but is not configured in the asset category table — the asset register silently skips these lines. Returns the matching items plus total_count (the untruncated hit count).

• Check Statement Continuity

  Check the statement lines of a bank account for continuity gaps/overlaps and duplicates.

• Check Statement Coverage

  Check bank statement calendar coverage per account: merged covered date ranges and the gaps between them (periods with no statement imported). Complements check_statement_continuity, which checks balance continuity of the imported lines instead.

• Compute Forecast

  Forecast future values of a numeric time series, returning p10/p50/p90 quantile bands (pessimistic/central/optimistic). Works for any metric (cash flow, revenue, etc.) — whatever series you pass in is what gets forecast.

• Confirm Ai Match

  Confirm the AI-suggested match for a statement line: the server assembles the match list from the stored AI match result. Returns the created adjustment IDs and involved payment IDs.

• Copy Sales Invoice

  Duplicate an existing invoice into a new draft, product lines included. The new date, due date and invoice number are recalculated server-side, so no follow-up write call is needed. Exchange rate caveat: when the lookup for the new date fails the server keeps the source invoice's rate -- if the draft's "exchange_rate" is not "1", tell the user to verify it before approving. Only duplicate within the same customer.

• Create Bank Account

  Create a bank account (idempotent: returns created=false with the existing account when the account number and currency match).

• Create Journal Schedule Export

  Start an asynchronous export of the manual journal schedule, optionally limited to a date range. Returns an export_id to poll with get_export_status.

• Create Lead

  Create a lead. Custom field values (source, contact details, etc.) go into custom_fields keyed by field_id from get_lead_form_schema.

• Create Payment

  Create a payment (optionally with attachments) for a bill, income record (invoice), claim, or payroll item.

• Create Prepayment Export

  Start an asynchronous export of the prepayment schedule. Returns an export_id to poll with get_export_status.

• Create Purchase Order

  Create a purchase order from scratch. The result is always a draft and is never submitted for approval. Prefer `duplicate_purchase_order` when the same supplier already has an identical order. Confirm supplier, delivery date and product lines with the user before calling; do not invent defaults for them.

• Create Quotation

  Create a quotation from scratch. The result is always a draft and is never submitted for approval. Prefer `duplicate_quotation` when the same customer already has an identical quotation. Confirm customer, issue/expiry dates and product lines with the user before calling; do not invent defaults for them.

• Create Report Export

  Start an asynchronous report export (Excel) and return an export_id to poll with get_export_status. export_type selects the report: bank_reconciliation (requires category, from_date and to_date), aged_receivable / aged_payable (aging detail; pass as_of_date for the standard aging buckets, or explicit ranges), depreciation (fixed-asset depreciation register; requires asset_type and optionally accepts filter).

• Create Sales Invoice

  Create a sales invoice from scratch. The result is always a draft and is never submitted for approval. Prefer `copy_sales_invoice` when the same customer already has an identical invoice. Do not call this after `parse_sales_invoice_file` succeeds: that route already creates the draft invoice record. Confirm customer, invoice date and product lines with the user before calling; do not invent defaults for them.

• Create Soa

  Create a receivable statement of account for a customer over a date range. Confirm the customer and date range with the user before calling; use `preview_soa_invoices` first to confirm which invoices fall in scope. The server computes every header amount (total, payable_amount, amount_due, over_payment, merchant_over_payment) itself from the invoices it finds in that date range after the statement is created -- do not compute or pass them; any value sent here is discarded and overwritten. After

• Delete Payment

  Delete a payment permanently (physical delete, not recoverable).

• Deliver Purchase Order

  Mark a purchase order as delivered. Only works on an approved (external supplier) or invoiced (internal supplier) order -- this catalog cannot approve one, so the user has to do that in the web app first. This is an outward-facing action: confirm the supplier, amount and order number with the user before calling.

• Duplicate Purchase Order

  Duplicate an existing purchase order into a new draft, product lines included. The new order number is generated server-side, so no follow-up write call is needed. Only duplicate within the same supplier.