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Last probed Nov 3, 2026 · mcp.re-cap.com
81tools discovered
For AI agents — MCPBundles Directory API
For MCP client apps (human connect):
MCP connect URL: https://mcp.re-cap.com/mcp
Skill page: https://www.mcpbundles.com/skills/re-cap-mcp-57070ff091
Explore capabilities (81)
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Other capabilities3
Import the prepared bank transactions
write
commit_bank_transaction_import
Requires a connected re:cap account. Write the approved import into company's bank account and start the processing that follows. This changes financial data: call preview_bank_transaction_import first, show the user its counts and warnings, and only call this once they have confirmed them — pass that preview's previewToken. It accepts no rows, files, balances or overwrite settings of its own; everything it writes comes from what the user approved. An edited import, an expired approval, or a ban
Description may be truncated on the public preview.
Import the prepared bank transactions — Requires a connected re:cap account. Write the approved import into company's bank account and start the processing that follows. This changes financial data: call preview_bank_transaction_import first, show the user its counts and warnings, and only call this once they have confirmed them — pass that preview's previewToken. It accepts no rows, files, balances or overwrite settings of its own; everything it writes comes from what the user approved. An edited import, an expired approval, or a ban
Continue the capital readiness assessment — Record answers and read the existing capital readiness assessment. Send the slug alone for a read without questions or writes. Send every answer already available together. The chat agent decides how to ask what is still missing: ask nextQuestion in chat, or, when nativeForm.available is true, set form: true to open one native form for the next missing answers, prefilled with editable proposedAnswers. The form saves only fields the user submits and completes with the updated assessment and the r
Create a tag category — Requires a connected re:cap account. Create one transaction tag category for a company, after the user has confirmed it. Two shapes: origin 'custom' adds a subcategory under an existing parent category and inherits that parent's kind and re:cap tag type, so parentTagTypeDefinitionId is required; origin 'project' adds a flat, parentless informative tag (a product line, team, or cost centre) and must NOT carry a parent. Resolve the parent with list_bank_transaction_tag_definitions and pass a defin
Tag bank transactions — Requires a connected re:cap account. Create transaction tags for company bank transactions, replacing any previously active tags of the same category. This overwrites financial data: call preview_bank_transaction_tags first, show the user the diff it returns, and only call this once they confirm. Pass that preview's expectedActiveTags as expectedActiveTags so a concurrent re-tag is rejected instead of silently overwritten. Only send an amount when splitting one transaction across multiple catego
Create a forecast scenario
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— Requires a connected re:cap account. Create a liquidity forecast scenario for company, optionally as a copy: fromForecastId carries the source scenario's settings, planned cash flows, and budget values into the new one, keeping its type and company view. Without fromForecastId, type (monthly or weekly) is required and the company view is resolved from the existing scenarios or the company's single view; pass companyViewId only when the company has several views and no scenario yet (see list_comp
Create a manual bank connection for an import — Requires a connected re:cap account. Create the manual bank connection a prepared import needs for company, using the account details the user gave. Only call this when preview_bank_transaction_import reported createsConnection true, and only after the user confirmed that preview: it takes the previewToken and refuses a token that no longer matches. Calling it twice returns the connection it already created rather than making a second one. The new connection is visible in the app whether or not
Create saved agent — Requires a connected re:cap account. Create a customer-owned saved agent in Home → Manage Agents with title, prompt and dashboard visibility. Returns guidanceRoutineId for use as agentId. Add a schedule separately with create_saved_agent_schedule.
Create saved agent schedule — Requires a connected re:cap account. Schedule a customer-owned saved agent to run daily, weekly or monthly in an IANA timezone at timeOfDay (HH:MM). Resolve recipientsAccountIds with list_company_members. Only members of the company can receive emails; an empty recipient list runs the agent and distributes results in-app without email. Returns guidanceRoutineActionId for use as scheduleId.
Delete a project tag — Requires a connected re:cap account. Delete one of the company's project tags (origin 'project', from list_bank_transaction_tag_definitions). Name the tag to the user and call with confirmed=true only once they approve. Only an unused tag can be deleted: while any transaction still carries it as an approved tag the call is refused with the count, so re-tag those transactions without it via preview_bank_transaction_tags and create_bank_transaction_tags first. Refuses categories of any other origi
Delete a forecast scenario — Requires a connected re:cap account. Delete one liquidity forecast scenario of company, such as a what-if copy that is no longer needed. Take its forecastId and current name from get_forecast's scenarios, tell the user which scenario will be removed and whether it is the default, and call with confirmed=true only after they explicitly approve. expectedName must match the scenario's current name. Deleting the default scenario makes the newest remaining one the default; the response names the defa
Delete a manual bank transaction — Requires a connected re:cap account. Delete one manually added bank transaction from company. First use list_bank_transactions to identify its bankAccountId, bankAccountTransactionId and transactionSourceType. Only transactions whose transactionSourceType is manual can be deleted; synchronized transactions and transactions with an unknown source are rejected. Show the user the transaction's date, amount, currency and counterparty or purpose, explain that its invoice links will also be removed, a
Delete saved agent — Requires a connected re:cap account. Delete a customer-owned saved agent and its schedules. Use guidanceRoutineId from list_saved_agents as agentId. Confirm the agent to delete with the user before calling.
Delete saved agent schedule — Requires a connected re:cap account. Stop scheduled runs and email delivery for a customer-owned saved agent while keeping the saved agent. Use guidanceRoutineActionId from list_saved_agent_schedules as scheduleId. Confirm the schedule to remove with the user before calling.
Download a document — Requires a connected re:cap account. Get a short-lived download URL for a company file.
Get account security — Requires a connected re:cap account. Read whether the signed-in user has two-factor authentication on, plus the settings page where they change their password or two-factor setup themselves.
Get accounting data coverage — Requires a connected re:cap account. Get accounting-data coverage for one of your companies.
List accounting document tabs — Requires a connected re:cap account. Get the tabs of an accounting document for company.
Get the profit and loss statement — Requires a connected re:cap account. Get the accounting profit & loss statement for company. Accrual basis: what was booked, not what was paid. Use months to bound history and format='flat' when deterministic checks need matching descendants as top-level rows.
Get the cash flow statement — Requires a connected re:cap account. Get the bank-derived cash flow statement for company. Cash basis: money that moved, split by tag; a tag sharing its name with a P&L line is a different quantity.
Get the state of a bank transaction import — Requires a connected re:cap account. Report where an import of company stands: needs_input, invalid, validated, previewed, queued, importing, recalculating, completed, or failed, plus whether the transactions are actually in the account and any failure with its retry guidance. Completion means the transactions were imported and the processing that follows finished, not that the file was received. transactionsPersisted true with a failed state means a later stage failed after the transactions wer
Get the business plan — Requires a connected re:cap account. Get the business plan for company.
Get the capital advisory — Requires a connected re:cap account. Get the latest founder-facing capital advisory for company. The memo is written by the advisory pipeline; to change what it says, correct the founder's inputs with update_advisory_inputs and the report is republished.
Get company details — Requires a connected re:cap account. Read one company's own profile: legal identity and country, industry and business model, headcount and reporting currency, the funding intent the founder gave re:cap, and how far onboarding, compliance, and the data connections have got. Use it to ground answers about the company itself — the figures live in the scorecard, liquidity, accounting, and forecast tools.
Get company research — Requires a connected re:cap account. Get the latest company research for one of your companies — a customer-safe company profile derived from re:cap's research. Returns companyName, legalEntityName, website, industry, customerType, businessModel, pricingStructure, assetLightBusiness, countriesRegisteredIn, countryOfIncorporation, fundingSummary, redFlags, greenFlags, and financeabilityTeaser, plus a status: 'available' when research exists, 'pending' when it has not been produced yet.
Get covenant monitoring — Requires a connected re:cap account. Get covenant monitoring data for company.
Showing the first 25 tools — full list and schemas: Directory API.
How many tools does Know what financing you can get | re:cap provide?
MCPBundles probed 81 tools on the live server. The tool list on this page reflects what was discovered at the last refresh — connect your client to see the full set available to your session.
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Know what financing you can get | re:cap may require signing in to the provider before tools can run. Connect through MCPBundles or your MCP client and complete any provider login when prompted.
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