MCP connector

ISOERP has one MCP endpoint: POST /api/ameen/mcp (JSON-RPC 2.0 over HTTP; methods initialize, ping, tools/list, tools/call). Its tools are the same tools Star, the in-app assistant, uses.

One tool list for every door

The tool list is generated from the API's own routes: every route of the product becomes one tool, with the same name, description and input rules (GET /api/tools returns the full catalogue). The screens, Star and the MCP endpoint therefore always offer the same actions, and a call always goes through the same permission checks as the screen.

How it behaves

Reads run as you, with your role.
Changes are prepared, not done. A tool that would change data returns a prepared card. A person opens the app and confirms it; the MCP client has no tool to confirm.
Approving, posting and reversing money stay with a person in the app.
Tool calls count against an hourly allowance per person.

Connect

In Settings → API keys, create a key with the mcp scope and read (add write if the assistant should prepare changes).
Configure your MCP client with the server address https://nrerp.khanwco.net/api/ameen/mcp and the header Authorization: Bearer <your key>.
Ask the client to list tools.

OAuth sign-in for MCP clients is not available yet; use an API key.

Tool list

The tools below are generated from the product at build time (394 tools). "Prepares a change" means the call returns a card that a person confirms in the app.

accounts

Tool	Kind	What it does
`account_ledger`	Read	One account's posted lines between two dates with opening balance, running balance and closing balance (base currency, debit positive); a heading account includes the accounts under it.
`add_accounts`	Prepares a change	Add accounts to the chart (owner, CFO or accountant).
`list_accounts`	Read	The chart of accounts.

audit

Tool	Kind	What it does
`verify_chain`	Read	Recompute the tamper-evident hash chain of every posted entry; reports the first entry that was altered.

backup

Tool	Kind	What it does
`backup_history`	Read	Backup History
`backup_link`	Prepares a change	Backup Link
`download_backup`	Read	The archive, streamed.
`email_backup_link`	Prepares a change	E-mail the download link to the signed-in admin's OWN address (never anyone else).
`get_backup`	Read	Get Backup
`get_backup_schedule`	Read	Get Backup Schedule
`list_backups`	Read	List Backups
`make_backup`	Prepares a change	Start a complete backup of this company (books, parties, stock, documents, files, settings, people without passwords).
`preview_backup`	Prepares a change	Upload a backup (.zip, as the request body) and see what it holds and what would change in this company.
`resume_backup`	Prepares a change	Resume Backup
`set_backup_schedule`	Prepares a change	Set Backup Schedule

bank

Tool	Kind	What it does
`add_bank_account`	Prepares a change	Link a postable asset account of the chart as a bank or cash account in one currency (owner, CFO or accountant).
`auto_match`	Prepares a change	Match unmatched statement lines to posted ledger lines automatically — only clear, unique matches at or above min_confidence; the rest come back as suggestions for a person.
`bank_transfer`	Prepares a change	Money from one bank/cash account to another as DRAFT entries (same currency: one; between currencies: two through a transit account, the exchange difference on the base side).
`create_from_line`	Prepares a change	Explain an unmatched statement line with a DRAFT: a journal entry (counter account, e.g.
`get_bank_account`	Read	One bank or cash account with its book balance as of a date (default today).
`get_statement_line`	Read	One statement line: date, amount (+ in / − out), text, whether it is matched and any draft made from it.
`import_statement`	Prepares a change	Import a bank statement file (CSV, OFX or MT940 text) into this bank account.
`list_bank_accounts`	Read	Every bank and cash account with its book balance (bank currency and base) as of a date (default today).
`list_statement_lines`	Read	Statement lines of a bank account (oldest first); filter matched / unmatched and by date.
`manual_match`	Prepares a change	Tie a statement line to one or more posted ledger lines of the same bank account that add up to it exactly.
`suggest_matches`	Read	Unmatched ledger lines that could be this statement line, best first, with their confidence (0..1).
`unmatch`	Prepares a change	Undo the match of a statement line (recorded: who and when; the match stays in history).

companies

Tool	Kind	What it does
`create_company`	Prepares a change	Create another company with you as its owner (default approval matrix included).
`get_subscription`	Read	This company's kind, plan, status (active / expired = read-only), trial end, features and how much of each is used.
`list_my_companies`	Read	The companies you belong to: your role, personal or commercial, the plan and whether it is active or expired (read-only).

company e-mail

Tool	Kind	What it does
`connect_mail`	Prepares a change	Log in to the company's mail server with this password; when it works the password is saved encrypted.
`find_mail_settings`	Prepares a change	Find the mail server for an address, the way mail apps do (known providers, autoconfig, Autodiscover, DNS, MX, trials).
`get_mail_setup`	Read	The company's own e-mail address and server, if connected.
`mail_history`	Read	Mail History
`mail_oauth_start`	Read	Hook for 'Sign in with Google / Microsoft' (OAuth2 XOAUTH2 for SMTP).
`remove_mail`	Prepares a change	Forget the company address and its password.
`test_mail`	Prepares a change	Send ONE test message from the company address to YOUR OWN address.

crm

Tool	Kind	What it does
`add_crm_note`	Prepares a change	Add a note to a contact, lead or deal timeline (kept as written, with who and when).
`convert_lead`	Prepares a change	Make the lead a customer (an explicit step): a new customer and a contact at it; its open deals move to the customer.
`create_contact`	Prepares a change	Add a person at one or more customers / vendors.
`create_deal`	Prepares a change	Open a deal with a customer or a lead, with its expected value in the company's currency.
`create_lead`	Prepares a change	Add a lead.
`customer_overview`	Read	Customer / vendor 360: contacts, deals, open tasks, recent activities, documents and the balance (overdue part too).
`get_contact`	Read	One contact: their customers / vendors, notes timeline, activities and open tasks.
`get_deal`	Read	One deal: its stage history, notes, activities, tasks and the quote prepared from it.
`get_lead`	Read	One lead with its notes, activities, tasks and deals.
`link_contact_party`	Prepares a change	Link a contact to another customer / vendor (or unlink=true).
`list_contacts`	Read	Contacts (people at customers / vendors) you may see; search by name, job, phone, e-mail or company.
`list_crm_activities`	Read	Calls, meetings, e-mails, visits and WhatsApp notes logged by hand, newest first (filter by contact, customer, deal, lead or mine).
`list_crm_parties`	Read	Customers / vendors you may see, with how many contacts and open deals each has.
`list_deals`	Read	Deals in the pipeline (default: open ones), in stage order.
`list_leads`	Read	Leads (possible customers not yet in the books), newest first.
`list_pipeline_stages`	Read	The company's pipeline stages in board order (the first look creates the starting set, which admins can rename).
`log_crm_activity`	Prepares a change	Log a call / meeting / e-mail / visit / WhatsApp note with a contact, customer, deal or lead; optionally set the follow-up task.
`move_deal`	Prepares a change	Move a deal to another stage.
`pipeline_forecast`	Read	Pipeline forecast: open value per stage, weighted by each stage's chance, won / lost totals and the lost reasons.
`prepare_deal_quote`	Prepares a change	Prepare a sales quote DRAFT for the deal's customer.
`set_lead_status`	Prepares a change	Mark a lead qualified, or dropped with a reason.
`set_pipeline_stages`	Prepares a change	Rename, reorder, add or close pipeline stages (owner / CFO).
`update_contact`	Prepares a change	Change a contact's details, or close it (active=false).
`update_deal`	Prepares a change	Change an open deal's title, value, expected close date, owner, contact or source.

customisation

Tool	Kind	What it does
`add_menu_tag`	Prepares a change	Add a word people search with for a menu item (any language), for me or for the whole company (owner / CFO).
`collapse_all_menus`	Prepares a change	Close every group of my menu.
`expand_all_menus`	Prepares a change	Open every group of my menu.
`get_labels`	Read	This company's renamed labels for a language: {key: label} — only the overrides.
`get_my_ui_preferences`	Read	My menu order, colours, open groups, my names and words for menu items, plus the company's words.
`label_history`	Read	Who renamed which label, when, from what to what (newest first).
`move_menu_group`	Prepares a change	Move one menu group of MY menu to a position (0 = top).
`remove_menu_tag`	Prepares a change	Remove a search word from a menu item (mine, or the company's: owner / CFO).
`rename_menu_item`	Prepares a change	Rename a menu item, form or field for me, or for the whole company (owner / CFO).
`reset_my_preferences`	Prepares a change	Reset to standard: put MY menu (and / or my names and words) back to the company standard.
`save_my_menu_layout`	Prepares a change	Save my whole menu layout (null = back to standard).
`set_company_menu_tags`	Prepares a change	The company's own search words for menu items (owner / CFO); everyone in the company finds menus by them.
`set_labels`	Prepares a change	Rename labels for this company and language (owner, CFO or a member allowed to customise).
`set_menu_colour`	Prepares a change	Give a group of MY menu a colour: a swatch, a text colour and / or a highlight background (must stay readable: 4.5:1).

dashboards

Tool	Kind	What it does
`dashboard_data`	Read	Every widget's data in one call.
`dashboard_source_data`	Read	One widget's data: a KPI value, a series of points or a table, with the comparison (previous period / previous year) and a drill-down link.
`dashboard_sources`	Read	The data sources your role may put on a dashboard (revenue by month, expenses by account, AR/AP aging, cash, top customers, approvals waiting, drafts, net profit, books balanced…).
`delete_dashboard`	Prepares a change	Delete one of your dashboards.
`get_dashboard`	Read	One dashboard you own or that is shared with your role.
`list_dashboards`	Read	Your dashboards (default first) and the ones shared with your role.
`save_dashboard`	Prepares a change	Create (a new id; 201) or replace (your own; 200) a dashboard: name, widgets (drag/resize/rename/minimise state included), default flag, roles it is shared with.

documents

Tool	Kind	What it does
`add_item`	Prepares a change	Add an item or service (owner, CFO, accountant, clerk, sales or purchase).
`add_party`	Prepares a change	Add a customer, a vendor or both (owner, CFO, accountant, clerk, sales or purchase).
`approve_document`	Prepares a change	Approve a submitted document (never your own; your role's limit must cover the amount).
`cancel_document`	Prepares a change	Cancel a document that is not posted (a posted one is corrected by a credit / debit note).
`copy_document`	Prepares a change	Make the next document from this one as a DRAFT (quote → order → invoice, PO → goods received → bill).
`create_credit_note`	Prepares a change	DRAFT credit note for a posted sales invoice (whole invoice, or the lines given); it settles the invoice when posted.
`create_debit_note`	Prepares a change	DRAFT debit note for a posted purchase bill (returns, price corrections).
`create_document`	Prepares a change	Prepare a DRAFT document: a sales invoice or purchase bill (lines), a customer receipt or vendor payment (amount + bank account + which invoices / bills it settles), a quote, order, delivery or goods-received note.
`get_document`	Read	One document with lines, allocations, deductions, what is paid / still open, the tax ids the active tax pack asks for, and whether you may approve it (you_made_it, you_can_self_approve).
`get_documents_setup`	Read	Is the company ready for invoices and bills (control accounts, posting rules, numbering)?
`list_cash_accounts`	Read	The company's registered bank and cash accounts, for receipts and payments (a strict choice, not free text).
`list_documents`	Read	Sales (side=customer) or purchase (side=vendor) documents, newest first; filter by type, status and party code.
`list_items`	Read	Items and services with prices and default tax code.
`list_parties`	Read	Customers (side=customer), vendors (side=vendor) or both.
`list_tax_codes`	Read	The company's tax codes and rates.
`mark_control_account`	Prepares a change	Make one more account a receivable / payable control account (owner or CFO), e.g.
`post_document`	Prepares a change	Post an APPROVED document to the books (owner, CFO or accountant): builds its journal entry, numbers it, settles what it allocates.
`print_document`	Read	The document as a printable page (HTML) or PDF: letterhead, DRAFT mark until posted, tax ids with the active tax pack's labels, lines and totals (receipts and payments: instrument, deductions, net to bank).
`reject_document`	Prepares a change	Send a submitted or approved document back to its maker as a draft, with the reason.
`setup_documents`	Prepares a change	Make the company ready for sales and purchase documents (owner or CFO): customer and vendor control accounts, default income / expense / tax accounts; seeds posting rules, approval rules, numbering and tax codes.
`submit_document`	Prepares a change	Send a draft for approval: the people who may approve it get a To-Do (and an e-mail when the company has it on).
`update_document`	Prepares a change	Replace a DRAFT's content (only drafts change; send a submitted one back first).

foreign-exchange

Tool	Kind	What it does
`cancel_revaluation`	Prepares a change	Drop a revaluation that is not posted (it stays as cancelled; its draft entry can never post).
`fetch_rate`	Prepares a change	The company's rate for a currency on a date: kept if already there, else looked up automatically from public sources (only the currency code and date go out) and stored with its source and time; 'unavailable' rather than an invented rate.
`get_fx_settings`	Read	The exchange gain/loss accounts (realised and unrealised); null when foreign exchange is not set up.
`get_revaluation`	Read	One revaluation with every line it revalued, its entry and (once posted) its reversal.
`list_rates`	Read	The rate table (base-currency units per 1 foreign unit), by currency and date.
`list_revaluations`	Read	Revaluations, newest first; filter by status.
`post_revaluation`	Prepares a change	Post an APPROVED revaluation (owner, CFO or accountant) together with its reversal dated the next day.
`prepare_revaluation`	Prepares a change	Prepare the period-end revaluation as DRAFTS (one per foreign currency with something to adjust).
`preview_revaluation`	Read	What a revaluation on the date would do — nothing is written: per currency the closing rate, every open item and bank balance with its adjustment, and the net unrealised gain (+) / loss (−).
`rate_on`	Read	The rate in force on a day (the latest on or before it); refused when there is none.
`set_rate`	Prepares a change	Record or correct the rate of a currency on a date (owner, CFO or accountant).
`setup_fx`	Prepares a change	Choose the exchange gain/loss accounts (owner or CFO; postable income/expense accounts).

hub

Tool	Kind	What it does
`add_agenda_item`	Prepares a change	Add an agenda point (organizer or minute-taker).
`cancel_meeting`	Prepares a change	Cancel a planned meeting (organizer).
`create_hub_task`	Prepares a change	Give a task to a member (optionally about a transaction).
`create_meeting`	Prepares a change	Plan a meeting with its agenda and people (you are the organizer).
`finish_hub_task`	Prepares a change	Mark your task done (with a note), or cancel a task you gave.
`get_meeting`	Read	One meeting: agenda, people, discussion, minutes, decisions and their tasks.
`get_record_thread`	Read	The discussion on a transaction or a customer / vendor (for people who may open it).
`invite_people`	Prepares a change	Invite members (organizer or minute-taker).
`list_meetings`	Read	Meetings you may see (company-wide ones and those you are invited to), newest first.
`my_day`	Read	What needs you today: tasks overdue / today / this week, meetings today and tomorrow, unread mentions, approvals waiting.
`my_hub_tasks`	Read	Tasks for you and tasks you gave.
`post_in_meeting`	Prepares a change	Write in the meeting's discussion; tag members with mentions (they get a notice).
`post_on_record`	Prepares a change	Write in a transaction's / customer's / vendor's discussion; tag people (they get a notice).
`record_decision`	Prepares a change	Record a decision and its action items; each action item becomes a task (To-Do) for its person.
`write_minutes`	Prepares a change	Write the minutes (organizer or minute-taker); final=true freezes them (organizer).

import

Tool	Kind	What it does
`discard_import`	Prepares a change	Take back an import that was never posted: every draft, account, party and added person it created is removed.
`explain_import_difference`	Prepares a change	Write down why one account differs from the old system's trial balance (a person's judgement; it is kept with the import).
`get_import`	Read	One import: status, what the file contains, errors and skipped records, mapping, progress, verification, history.
`list_imports`	Read	Imports of this company, newest first.
`post_import`	Prepares a change	A DIFFERENT authorised person approves and posts the submitted entries (or the reversal entries of a reversing import).
`reverse_import`	Prepares a change	Take back a POSTED import with reversal entries (another person posts them with the post step).
`set_import_mapping`	Prepares a change	How to read the package: old role → new role, account type corrections, suspense account, which old years to lock.
`stage_import`	Prepares a change	Create the accounts, parties, items and every voucher as DRAFTS (nothing is posted).
`stage_import_party_openings`	Prepares a change	After staging: make one DRAFT opening document per customer / vendor balance (invoice, credit note, bill or debit note marked 'Opening balance from <old system>'); they are submitted with the import and approved + posted by another person.
`submit_import`	Prepares a change	Send every staged draft for approval (the person who staged it).
`upload_import_package`	Prepares a change	Upload an import package (JSON).
`upload_legacy_rows`	Prepares a change	Upload rows copied from the OLD ISOERP (a copy of its database, never the live one).
`verify_import`	Read	Compare the staged books with the package and with the old system's own trial balance, account by account.

inventory

Tool	Kind	What it does
`add_warehouse`	Prepares a change	Add a warehouse (owner, CFO, accountant or warehouse; the plan must include inventory).
`approve_stock_doc`	Prepares a change	Approve a submitted stock document.
`cancel_stock_doc`	Prepares a change	Cancel a stock document that is not posted, with a reason (it stays in history).
`create_stock_adjustment`	Prepares a change	Prepare a DRAFT stock adjustment in one warehouse: + found / − lost per item (stock coming in may carry a unit cost).
`create_stock_transfer`	Prepares a change	Prepare a DRAFT transfer between two warehouses (quantities above zero; stock moves at its cost).
`get_inventory_settings`	Read	The inventory accounts (GRNI, COGS, adjustment, price variance), the default warehouse and whether negative stock is allowed; null when inventory is not set up yet.
`get_item_stock`	Read	An item's cost method, COGS account, reorder level / quantity and quantity on hand.
`get_stock_doc`	Read	One stock adjustment or transfer with its lines, status, maker, approver and journal number once posted.
`get_warehouse`	Read	One warehouse by code.
`get_warehouse_location`	Read	A warehouse's place and its weather now / next days (cached; 'unavailable' when the service does not answer).
`list_stock_docs`	Read	Stock adjustments and transfers, newest first; filter by kind and status.
`list_warehouses`	Read	Every warehouse (store, shop, yard) of this company, closed ones too.
`post_stock_doc`	Prepares a change	Post an APPROVED stock document: moves the stock at cost and posts its journal entry (SA-/ST- number).
`reject_stock_doc`	Prepares a change	Send a submitted or approved stock document back to draft, with a reason.
`set_item_stock`	Prepares a change	Set an item's cost method ('average' or 'fifo' — only before its first movement), its own COGS account, reorder level and reorder quantity (owner, CFO, accountant or warehouse).
`set_warehouse_location`	Prepares a change	Where a warehouse / depot / site is (from the place search): for weather, wind and maps (owner, CFO, accountant, warehouse).
`setup_inventory`	Prepares a change	Turn inventory on (owner or CFO; the plan must include inventory): GRNI, COGS, adjustment and price-variance account codes and the default warehouse (created if new).
`submit_stock_doc`	Prepares a change	Send a draft stock document for approval.
`update_inventory_settings`	Prepares a change	Change the default COGS / adjustment / price-variance accounts, the default warehouse or whether negative stock is allowed (owner or CFO).
`update_warehouse`	Prepares a change	Rename, close (active=false — only when it holds no stock) or reopen a warehouse.

journal

Tool	Kind	What it does
`approval_context`	Read	For one entry / document: did you make it, may you approve it yourself as the ONLY possible approver right now, and who else may approve it (screens hide Approve from the maker unless the sole-approver step applies).
`approvals_inbox`	Read	Entries waiting for YOUR approval: submitted, not made by you, and within your approval limit.
`approve_entry`	Prepares a change	Approve a submitted entry.
`create_draft`	Prepares a change	Create a journal entry as a draft.
`get_entry`	Read	One entry with its lines and its full approval history (who, what, when, why).
`list_entries`	Read	Journal entries, newest first, 50 per page by default; filter by status and date.
`my_pending_items`	Read	What I made that is not finished yet (drafts, waiting for approval, waiting to be posted) and whom it waits on — including drafts the assistant (Star) or WhatsApp prepared for me.
`post_entry`	Prepares a change	Post an approved entry to the books: it gets its number and joins the tamper-evident chain.
`reject_entry`	Prepares a change	Send a submitted or approved entry back to draft, with a reason.
`reverse_entry`	Prepares a change	Correct a posted entry: creates an opposite DRAFT that goes through the same approval before it posts.
`submit_entry`	Prepares a change	Send a draft for approval.
`update_draft_entry`	Prepares a change	Change a DRAFT entry: date, memo, currency and/or all its lines (it must still balance).

learning

Tool	Kind	What it does
`lms_add_guardian`	Prepares a change	Link a guardian to a learner (read-only view of the learner's courses and certificates when they sign in).
`lms_add_lesson`	Prepares a change	Add a lesson to a module: text, or a link to a file or video (https).
`lms_add_module`	Prepares a change	Add a module (a chapter) to a course.
`lms_certificate_chain_check`	Read	Re-check every certificate this company issued: hashes, links between them, signatures, no gaps.
`lms_create_assessment`	Prepares a change	Add a quiz (multiple choice, true/false, short answer) with its pass mark and allowed attempts, as a draft.
`lms_create_cohort`	Prepares a change	Add a class (cohort / batch) to a course.
`lms_create_course`	Prepares a change	Create a course as a draft (Learning admins).
`lms_create_learner`	Prepares a change	Add a learner (the minimum: name; e-mail for sign-in; birth year only to know a minor).
`lms_create_session`	Prepares a change	Plan a class session (for the whole course or one class).
`lms_delete_lesson`	Prepares a change	Remove a lesson nobody has done yet (otherwise mark it not required).
`lms_draft_tuition_invoice`	Prepares a change	Draft the tuition invoice for an enrolment (a DRAFT sales invoice; a person submits, approves and posts it in Sales).
`lms_enrol`	Prepares a change	Enrol a learner in a published course (a learner under 18 needs the guardian's enrolment consent first).
`lms_erase_learner`	Prepares a change	Erase a learner's personal data on request (name, contacts, written answers; a public check that printed the full name is withdrawn).
`lms_export_learner`	Read	Everything held on one learner, as one file (privacy request).
`lms_get_certificate`	Read	One certificate with its public verification link and QR code (to print).
`lms_get_course`	Read	One course: modules, lessons, assessments with questions and answers, classes, instructors, announcements.
`lms_get_learner`	Read	One learner: profile, guardians, consents and courses (instructors see only their courses, no contacts).
`lms_get_session`	Read	One session with its learners and their attendance.
`lms_gradebook`	Read	Gradebook: per learner progress, best score and attempts per quiz, attendance and certificate.
`lms_invite`	Prepares a change	E-mail a sign-in link: a learner joins the course (under 18: only after the guardian's consent); a guardian gets a read-only view of their learners.
`lms_issue_certificate`	Prepares a change	Issue the certificate of a PASSED course: number, tamper-evident public code and QR.
`lms_list_certificates`	Read	Certificates issued (admins: all; instructors: their courses).
`lms_list_courses`	Read	Courses (admins: all; instructors: the ones they teach) with enrolled and passed counts.
`lms_list_enrolments`	Read	Learners of a course with their status and progress.
`lms_list_learners`	Read	Learners (admins: all with e-mail; instructors: names of learners in their courses).
`lms_list_sessions`	Read	Class sessions of a course with how many attended.
`lms_list_staff`	Read	Members and their Learning parts (admin, instructor).
`lms_mark_attendance`	Prepares a change	Mark attendance (present, absent, late, excused); optionally mark the session held or cancelled.
`lms_my_access`	Read	Is Learning on for this company, and what is my part in it (admin / instructor / none).
`lms_post_announcement`	Prepares a change	Post an announcement to a course's learners (or one class).
`lms_record_consent`	Prepares a change	Record a consent answer (who accepted what, which text version, now).
`lms_revoke_certificate`	Prepares a change	Revoke a certificate, with the reason (Learning admins).
`lms_set_instructors`	Prepares a change	Who teaches this course (members with the instructor part).
`lms_set_staff`	Prepares a change	Give or take a Learning part (admin or instructor) for a member.
`lms_update_assessment`	Prepares a change	Change or publish a quiz (only before any learner has taken it).
`lms_update_course`	Prepares a change	Change a course; publish (needs a lesson) or archive it.
`lms_update_learner`	Prepares a change	Change a learner's details.
`lms_update_lesson`	Prepares a change	Change a lesson.
`lms_withdraw`	Prepares a change	Withdraw an active enrolment (a completed course stays completed).

learning-me

Tool	Kind	What it does
`lms_accept_invitation`	Prepares a change	Accept a course invitation link (only with the e-mail address it was sent to).
`lms_lesson_done`	Prepares a change	Mark a lesson as done.
`lms_me`	Read	My learning here: my courses and progress, announcements, upcoming sessions, courses I may join; for a guardian, the wards.
`lms_my_assessment`	Read	A quiz to take: its questions (never the answers) and attempts left.
`lms_my_certificate`	Read	My certificate (or my ward's) with its verification link and QR code.
`lms_my_course`	Read	One of my courses: lessons (done or not), quizzes with attempts left and best score, announcements, certificate.
`lms_my_places`	Read	The schools / academies where I am a learner or guardian.
`lms_self_enrol`	Prepares a change	Join a course that allows self-enrolment (adults only).
`lms_submit_attempt`	Prepares a change	Submit my answers: scored at once against the pass mark; uses one attempt.

lookups

Tool	Kind	What it does
`add_missing_bank`	Prepares a change	Add a bank missing from the list ('other'); refused when it is already there under the same name or SWIFT.
`find_banks`	Read	Banks by name (or SWIFT/BIC), optionally in one country first; includes banks your company added.
`find_countries`	Read	Countries by name (English / Urdu / Arabic), ISO code or dial code: flag, dial code, currency, languages.
`find_currencies`	Read	Currencies by code, name, symbol or country ('yen', 'JPY', 'Japan', 'جاپان' all find Japanese Yen): symbol, minor units.
`find_places`	Read	A place name to coordinates (OpenStreetMap; looked up when you press Enter, cached; only the place name goes out).
`lookup_sources`	Read	Where every list and outside service comes from: licence, limits, attribution, last success.
`weather_at`	Read	Weather now (temperature, humidity, wind) and the next days at a coordinate; cached one hour; 'unavailable' when the service does not answer.

members

Tool	Kind	What it does
`add_member`	Prepares a change	Add a person to this company with a role (owner or CFO only; only an owner can make another owner).
`get_member_permissions`	Read	A member's extra permissions on top of their role (e.g.
`list_members`	Read	Everyone in this company with their role.
`resend_invite`	Prepares a change	A fresh one-time invite link for a member who has not joined yet (owner or CFO): emailed to them and returned so it can also be shared another way.
`set_member_permissions`	Prepares a change	Set a member's extra permissions (owner or CFO).

notifications

Tool	Kind	What it does
`list_notifications`	Read	Your notifications, newest first.
`mark_notification_read`	Prepares a change	Mark one of your notifications read.
`mark_notifications_read`	Prepares a change	Mark your notifications read — the given ids, or all of them when ids is left out.
`notification_summary`	Read	How many unread bell notices and open to-dos you have (for badges).

organisation

Tool	Kind	What it does
`create_branch`	Prepares a change	Add a branch (owner, CFO or accountant; within the plan's limit).
`create_cost_centre`	Prepares a change	Add a cost centre (owner, CFO or accountant; within the plan's limit).
`create_project`	Prepares a change	Add a project (owner, CFO or accountant; within the plan's limit).
`get_branch`	Read	One branch.
`get_cost_centre`	Read	One cost centre.
`get_project`	Read	One project.
`list_branches`	Read	Every branch of this company (closed ones too unless include_closed=false).
`list_cost_centres`	Read	Every cost centre of this company (closed ones too unless include_closed=false).
`list_projects`	Read	Every project of this company (closed ones too unless include_closed=false).
`update_branch`	Prepares a change	Rename, close (active=false) or reopen a branch.
`update_cost_centre`	Prepares a change	Rename, close (active=false) or reopen a cost centre.
`update_project`	Prepares a change	Rename, close (active=false) or reopen a project, or change its branch and dates.

periods

Tool	Kind	What it does
`list_periods`	Read	Accounting periods and whether each is open or locked.
`lock_period`	Prepares a change	Lock the period starting on this date (owner or CFO).
`open_period`	Prepares a change	Open an accounting period (owner, CFO or accountant).

plans

Tool	Kind	What it does
`list_plans`	Read	Every plan and what it includes (users, branches, projects, cost centres, modules).

records

Tool	Kind	What it does
`attach_file`	Prepares a change	Attach a file (PDF, photo, Excel/CSV, Word, text) to a record.
`correct_attachment_text`	Prepares a change	Correct what the machine read (owner, CFO, accountant); the machine-read text is kept as it was.
`get_attachment_info`	Read	One file's details and read text.
`get_record_notes`	Read	Description and remarks of a record (any transaction type).
`list_record_attachments`	Read	Files of a record, with the reading status (pending / done / failed / skipped), the read text and removed files (on record).
`remove_attachment`	Prepares a change	Remove a file (soft: it stays on record as removed, with who, when and why).
`set_record_notes`	Prepares a change	Write the description / remarks of a record (allowed after posting too; every change is kept in its history).

report-studio

Tool	Kind	What it does
`delete_custom_report`	Prepares a change	Delete one of your own saved reports.
`export_custom_report`	Read	A saved report as JSON, printable HTML, PDF, Excel or CSV (up to its row limit).
`get_custom_report`	Read	One saved report with its definition.
`list_custom_reports`	Read	Your saved reports and the ones shared with your role.
`list_report_datasets`	Read	What your role may build reports from: datasets, their fields (type, allowed totals, date groupings).
`preview_custom_report`	Prepares a change	Run a report definition now without saving it (the builder's live preview).
`run_custom_report`	Read	Run a saved report with YOUR role's view of the data (start / end override its period).
`save_custom_report`	Prepares a change	Save a report definition under a name (optionally shared with roles — owner/CFO only).
`update_custom_report`	Prepares a change	Replace one of your own saved reports.

reports

Tool	Kind	What it does
`aging_report`	Read	Who owes us (receivable) / whom we owe (payable), by how overdue, in base currency.
`balance_sheet`	Read	Assets, liabilities, equity and accumulated profit as of a date (default today).
`export_report`	Read	Any report as JSON (every row with its drill-down link to the source entry/document), HTML (printable, branded with the company name), PDF, Excel (XLSX) or CSV.
`fx_summary`	Read	Realised and unrealised exchange results posted between two dates (base currency; + = gain).
`grni_report`	Read	Goods received not invoiced as of a date (default today): each open goods-received line, the total, the GRNI control balance and the difference (always 0).
`list_reports`	Read	The reports your role may open and export, with their parameters and formats.
`party_statement`	Read	A customer's or vendor's statement for a period: opening, each posted document, running balance, closing.
`profit_and_loss`	Read	Income, expenses and net profit between two dates (inclusive).
`profit_and_loss_by`	Read	Net profit per branch, project or cost centre between two dates, plus an "unassigned" row; the rows add up to the P&L.
`reconciliation_report`	Read	Bank reconciliation as of a date (default today): statement balance, book balance, uncleared ledger lines, unmatched statement lines and the difference (0 when reconciled).
`reorder_report`	Read	Stock items at or below their reorder level, with the quantity to order.
`stock_ledger`	Read	Every movement of one item between two dates: opening, each move (source number, warehouse, in/out, value, running quantity and value), closing.
`stock_valuation`	Read	Quantity, value and unit cost per item × warehouse as of a date (default today), the total and — for the whole company — the inventory control balance and the difference (always 0).
`trial_balance`	Read	Trial balance as of a date (default today).

search

Tool	Kind	What it does
`search_records`	Read	Find accounts, customers/vendors, items, documents (number, party, reference), journal entries (number, memo), members, branches, projects and cost centres — typo-tolerant, Urdu/Arabic aware, only what your role may see.

settings

Tool	Kind	What it does
`get_approval_settings`	Read	This company's approval settings: may a SOLE approver approve their own work with a written review (audited), and do eligible approvers also get an e-mail (the bell and To-Do always).
`remove_approval_limit`	Prepares a change	The role may no longer approve this document type (owner or CFO; audited; never the last unlimited approver).
`set_approval_limit`	Prepares a change	Set what a role may approve for a document type (max_amount null = no limit).
`set_approval_settings`	Prepares a change	Change the approval settings (owner or CFO).

supply_chain

Tool	Kind	What it does
`add_item_source`	Prepares a change	Approve a supplier as the primary source or an approved alternate for an item, with its channel (OEM, distributor, agent ...).
`add_requisition_offer`	Prepares a change	Enter a supplier's offer against a requisition: unit prices, currency and exchange rate, freight, duty, other costs, lead time, when we asked and when it came (for the supplier's response time).
`add_signal_feed`	Prepares a change	Add an RSS / Atom feed (https, on a trusted site) to read: trade, chemicals, shipping, ports, news or prices (owner or CFO).
`add_signal_keyword`	Prepares a change	Add a keyword with its weight (1-5) and what it points at; recent signals are scored again (owner, CFO or purchase).
`add_supplier_paper`	Prepares a change	Record a supplier paper (quality certificate, registration, local-content certificate, authorisation letter ...) with its expiry.
`approve_purchase_requisition`	Prepares a change	Approve a submitted requisition: never by its maker; the role and limit come from the company's approval rules.
`cancel_purchase_requisition`	Prepares a change	Cancel a requisition that is not ordered yet (its maker, the owner or the CFO).
`choose_requisition_offer`	Prepares a change	Choose the offer the purchase order will use (one per requisition).
`compare_requisition_offers`	Read	Offers side by side: landed cost (price + freight + duty + other, in base currency), lines covered, lead time, validity, and the supplier's on-time and return record from our own deliveries.
`create_po_from_requisition`	Prepares a change	From an APPROVED requisition and its chosen offer, prepare a DRAFT purchase order (it then goes through the normal purchase-order approval).
`create_purchase_requisition`	Prepares a change	Prepare a DRAFT purchase requisition (items, quantities, estimated prices, needed-by date, warehouse, reason).
`dismiss_supply_signal`	Prepares a change	Hide a signal that is not useful (for everyone in the company).
`draft_requisition_from_suggestions`	Prepares a change	Put the reorder suggestions of the chosen items into ONE DRAFT purchase requisition (nothing is ordered; a person submits it).
`get_item_supply`	Read	One item's supply settings, its approved sources (primary and alternates with channel) and sourcing risks (single source ...).
`get_purchase_requisition`	Read	One requisition with its lines, estimated value, status, who made / decided it, its history and its purchase order.
`get_signal_settings`	Read	Whether this company's feeds are read, its trusted sites and the minimum relevance shown.
`get_supplier_scorecard`	Read	One supplier's scorecard with its price history per item and the deliveries behind the numbers.
`get_supply_supplier`	Read	One supplier's supply profile, its papers (certificates with expiry state) and the items it is an approved source for.
`list_critical_items`	Read	Early warnings: for each critical item, days of stock left (stock ÷ average daily use from our own issues) against days until the next arrival (open purchase orders), with status stockout / late / gap / watch / ok and a reorder suggestion.
`list_expiring_supplier_papers`	Read	Supplier papers already expired or expiring within the given days, soonest first.
`list_item_categories`	Read	The item categories in use, with how many items and critical items each has.
`list_item_supply`	Read	Items with their supply settings: category, critical, single source, lead time, cover days, buyer and number of approved sources.
`list_purchase_requisitions`	Read	Purchase requisitions, newest first; mine=true: the ones I made; waiting_me=true: submitted ones someone else made (for approvers).
`list_signal_feeds`	Read	The feeds this company reads, with when each was last read and how it went.
`list_signal_keywords`	Read	The company's own words that make a feed item relevant, and what each points at (category, supplier, region, item).
`list_supplier_scorecards`	Read	Supplier scorecards from our own orders, goods receipts, debit notes and offers: on-time %, promised vs actual lead time, return rate, price trend, response time — per supplier or per item category (default: the last 365 days).
`list_supply_signals`	Read	Signals for your items: news / trade / shipping feed items matched to the company's keywords, most relevant first, each with a link to its source.
`list_supply_suppliers`	Read	Suppliers (vendors) with their supply profile: type (OEM, authorised distributor, local agent ...), regions and countries served, qualification, and how many of their papers are expired or expiring.
`read_signal_feed_now`	Prepares a change	Read one feed now (owner or CFO; the company's signals must be switched on).
`reject_purchase_requisition`	Prepares a change	Send a submitted requisition back to its maker with the reason (never by its maker).
`remove_item_source`	Prepares a change	The supplier is no longer an approved source of the item (kept on record as inactive).
`remove_requisition_offer`	Prepares a change	Remove an offer typed in by mistake (not after the requisition is ordered).
`remove_signal_keyword`	Prepares a change	Remove a keyword; recent signals are scored again (owner, CFO or purchase).
`reopen_purchase_requisition`	Prepares a change	Turn a sent-back requisition into a draft again so its maker can fix it.
`submit_purchase_requisition`	Prepares a change	Send a draft requisition for approval (its maker); it gets its PR number.
`suggest_requisition_suppliers`	Read	For each line: the approved sources of the item and the suppliers who delivered it in our own orders (last price, orders, on-time %).
`suggest_signal_keywords`	Read	Words the company already uses (item categories, supplier names, regions served), ready to add as keywords.
`supply_chain_hub_cards`	Read	Supply chain cards for my day: my critical items at risk, requisitions waiting for my decision, supplier papers expiring, and this week's top signals (not verified).
`update_item_supply`	Prepares a change	Mark an item critical or single-source, set its category, planning lead time, cover days and the buyer who watches it.
`update_purchase_requisition`	Prepares a change	Change a draft requisition (its maker only).
`update_signal_feed`	Prepares a change	Rename a feed, change its topic, or switch it off / on (owner or CFO).
`update_signal_settings`	Prepares a change	Switch the feed reader on or off for this company, set the trusted sites and the minimum relevance (owner or CFO).
`update_supplier_profile`	Prepares a change	Set a supplier's type, regions, countries, qualification status and review date (owner, CFO, accountant, clerk, purchase).
`withdraw_supplier_paper`	Prepares a change	Withdraw a supplier paper that was replaced or wrong (it stays on record as withdrawn; nothing is deleted).

tax

Tool	Kind	What it does
`add_pack_tax_code`	Prepares a change	Add a company tax code that follows a pack rule (e.g.
`cancel_einvoice`	Prepares a change	Withdraw a draft or confirmed (not yet submitted) e-invoice, with the reason.
`cancel_tax_return`	Prepares a change	Withdraw a draft or confirmed return snapshot, with the reason.
`confirm_einvoice`	Prepares a change	A PERSON confirms the e-invoice they checked (content_hash as shown).
`confirm_tax_return`	Prepares a change	A PERSON confirms the figures they checked (content_hash = data_hash shown).
`create_einvoice_draft`	Prepares a change	Prepare the government e-invoice DRAFT of a posted sales invoice / credit note.
`create_tax_return_draft`	Prepares a change	Save the working paper of a period as a draft snapshot for a person to check.
`download_einvoice_file`	Read	The e-invoice as a file (FBR JSON or ZATCA UBL XML) to check or to upload in the authority's portal.
`enable_tax_pack`	Prepares a change	Switch a tax pack on (owner or CFO): saves the company's registration details and creates the pack's tax codes.
`get_company_tax_pack`	Read	This company's use of a pack: details, tax codes, e-invoice counts and what is still missing (plain sentences).
`get_einvoice`	Read	One e-invoice: summary (buyer, totals, QR text, hash), open issues and its history.
`get_item_tax_profile`	Read	An item's tax profile: HS code, unit, sale type, retail price.
`get_party_tax_profile`	Read	A customer's tax profile: registration type and address as the tax authority wants them.
`get_tax_pack`	Read	One pack as data: the registration details it needs, its tax rules (with rates), the invoice fields and the return layout.
`get_tax_return`	Read	One saved tax return snapshot with its figures and history.
`get_tax_working_paper`	Read	The tax return working paper of a period: output and input tax by rule, net payable, and anything not mapped to the pack.
`list_company_tax_codes`	Read	All tax codes of the company and which pack rule each follows.
`list_einvoices`	Read	E-invoices of the company, newest first.
`list_invoices_ready_for_einvoice`	Read	Posted sales invoices and credit notes that have no e-invoice yet — the ones a person can prepare next.
`list_tax_packs`	Read	The country tax packs (Pakistan FBR, Saudi ZATCA) and whether this company has switched each on.
`list_tax_returns`	Read	Saved tax return snapshots.
`list_withholding_categories`	Read	Withholding categories of the company's active tax packs, for deduction lines on receipts and payments (rates are the company's tax adviser's, never ours).
`mark_tax_return_filed`	Prepares a change	Write down that a person filed the confirmed return with the authority, with the authority's reference.
`record_einvoice_result`	Prepares a change	Write down the authority's answer (accepted + reference, or rejected + why), e.g.
`refresh_einvoice_draft`	Prepares a change	Rebuild a DRAFT after fixing the customer / item profile or the pack details.
`set_item_tax_profile`	Prepares a change	Set an item's tax profile (only the fields you send change).
`set_party_tax_profile`	Prepares a change	Set a customer's tax profile (only the fields you send change).
`submit_einvoice`	Prepares a change	Send a CONFIRMED e-invoice to the tax authority through the company's connection.
`update_tax_pack_settings`	Prepares a change	Change the registration details of a switched-on pack (owner or CFO).

verify

Tool	Kind	What it does
`get_verify_settings`	Read	Whether the public verification page of this company's printed documents shows the total.
`revoke_document_verification`	Prepares a change	Revoke the public verification code of one printed document, with the reason (owner, CFO or accountant).
`set_verify_settings`	Prepares a change	Show or hide the total on the public verification page (owner or CFO).

verticals

Tool	Kind	What it does
`list_verticals`	Read	The industry sections of this company (Learning now; Community, Laboratory, Hospital later) and whether each is on.
`set_vertical`	Prepares a change	Switch an industry section on or off (company owner only).

work

Tool	Kind	What it does
`add_project_milestone`	Prepares a change	Add a milestone with an optional due date (project lead or owner / CFO / accountant).
`create_work_task`	Prepares a change	Give a task to a member: due date, repeat, escalation, priority, project / milestone, link to any record.
`finish_project_milestone`	Prepares a change	Mark a milestone done (all its tasks finished), or reopen it.
`get_work_project`	Read	One project: people, milestones (at risk when open tasks outnumber the days left) and progress.
`get_work_task`	Read	One task with its plan (repeat, snooze, escalation), project and linked record.
`list_work_projects`	Read	Projects as work: people, milestones and task progress (% of tasks done).
`list_work_tasks`	Read	Tasks: mine, given by me, my team's (owner / CFO see all; others their projects'), or one project's.
`move_work_task`	Prepares a change	Move a task on the board: to do, doing or waiting (mark it done to finish it).
`plan_work_task`	Prepares a change	Change a task you gave: due date, repeat, escalation or priority (a new due date restarts reminders and escalation).
`set_project_member`	Prepares a change	Add a member to a project as lead or member, or remove them (project lead or owner / CFO / accountant).
`snooze_work_task`	Prepares a change	Snooze your task until a date (it comes back with a notice); until=null ends the snooze.

workspace

Tool	Kind	What it does
`get_context_actions`	Read	The right-click actions I may use on one record (open, copy link, task, note, share, attach, print, history, ask Star).
`get_my_workspace`	Read	My theme, my screen layouts, the company's brand colour and default layouts, and whether I may change the company's.
`get_screen_layout`	Read	The layout I see on one screen: mine, else the company default, else the standard.
`get_share_limits`	Read	The sharing cap in force (own mail account: the company's choice; our system address: our fixed cap, which can only be lowered).
`list_company_people`	Read	People of this company for the @-mention picker (never anyone outside the company; never me).
`mark_whats_new_seen`	Prepares a change	I have read "What's new" up to this release.
`reset_screen_layout`	Prepares a change	Reset one screen of mine: back to the company default (or the standard).
`save_screen_layout`	Prepares a change	Save MY layout of one screen (cards moved / resized / hidden / coloured, table columns, collapsed groups).
`set_company_brand`	Prepares a change	Owner / CFO: the company's brand colour (buttons, highlights) for everyone in the company.
`set_company_screen_default`	Prepares a change	Owner / CFO: make a layout the company default of one screen (null = clear).
`set_my_theme`	Prepares a change	My look: light / dark, density, text and background colour (must stay readable), accent colour.
`set_share_limits`	Prepares a change	Owner / CFO: how many people one person may mail per hour and the company per day.
`share_by_email`	Prepares a change	Send it to @people: e-mail a link to a record or screen to people of this company whose role may see it.
`suggest_next_actions`	Read	Suggest me: the next best actions for me on this screen, each counted from the company's real records just now.