MCP tool reference

The Wafeq MCP server has 280 tools: 122 read tools, which never change anything, and 158 write tools, which need the mcp.write scope.

A client only sees the tools that the user's role and the organization's plan allow. Call get_capabilities with an organization_id to see which tools are available in that organization, and why the others are hidden. Every other tool takes a required organization_id.

Read tools (122)

Tool	What it does
`get_capabilities`	Describe the authenticated user, this connection's OAuth scopes, and per authorized organization its ID, role and setup.
`search_organization_records`	Search all indexed Wafeq resource types allowed by the caller's scopes.
`list_contacts`	List contacts in the organization, oldest first.
`fuzzy_search_contacts`	Fuzzy search for contacts by name.
`get_contact`	Fetch a single contact.
`list_chart_of_accounts`	List accounts in the organization's chart of accounts, ordered by account code.
`get_account`	Fetch a single account from the chart of accounts.
`get_account_options`	Get the valid options for account classifications, sub-classifications, account types, and activities.
`get_next_account_code`	Get the next available account code for a new child of the given parent account.
`list_bank_accounts`	List bank accounts in stable creation order.
`get_bank_account`	Fetch a bank account by ID.
`list_bank_transactions`	List bank transactions for one bank account in newest-first order.
`get_bank_transaction`	Fetch a bank transaction by ID.
`search_bank_transaction_matches`	Search the documents and journal lines that could match a bank transaction.
`find_bank_accounts_by_card_digits`	Find which bank or card account a payment card belongs to, from the card's last four digits.
`list_classified_bank_transactions`	List prior bank transactions classified as expenses or manual journals.
`list_payments`	List payments in deterministic newest-first order.
`get_payment`	Fetch a payment by ID.
`get_vat_return_report`	Prepare the VAT return for a filing period in the organization's statutory box layout.
`get_vat_summary_report`	VAT summary: one row per tax rate with activity over the period.
`get_vat_return_checklist`	Pre-filing checklist: find documents in the period missing or with a suspect VAT treatment.
`get_vat_filing_settings`	Read the organization's VAT filing settings plus the derived filing periods.
`get_expense`	Fetch an expense.
`list_expenses`	List expenses in deterministic newest-first order.
`get_bill`	Get a bill by ID with its line items, debit notes, and attachments.
`list_bills`	List bills using text, amount, date, currency, supplier, and balance filters.
`get_debit_note`	Get a debit note by ID with its line items and attachments.
`list_debit_notes`	List debit notes using text, amount, date, currency, supplier, and balance filters.
`get_credit_note`	Get a credit note by ID with its line items, invoice applications, and attachments.
`list_credit_notes`	List credit notes using text, amount, date, currency, customer, and balance filters.
`get_invoice`	Get an invoice by ID with its line items and attachments.
`list_invoices`	List invoices using text, amount, date, currency, customer, and balance filters.
`get_simplified_invoice`	Get a cash (simplified) invoice by ID with its line items.
`list_simplified_invoices`	List cash (simplified) invoices, the retail sales numbered like SINV-000123 that are paid on issue.
`get_quote`	Get a quote by ID with its line items and attachments.
`list_quotes`	List quotes using text, amount, date, currency, and customer filters.
`get_purchase_order`	Get a purchase order by ID with its line items and attachments.
`list_purchase_orders`	List purchase orders using text, amount, date, currency, and supplier filters.
`get_employee`	Fetch a single employee.
`list_employees`	List employees in the organization, newest first.
`get_payslip`	Fetch a payslip with its pay items.
`list_payslips`	List payslips using business filters, newest first.
`list_payrolls`	List payroll templates in the organization, newest first.
`get_payroll`	Fetch a payroll template with its pay items.
`list_projects`	List projects in the organization, newest first.
`get_project`	Fetch a single project.
`list_cost_centers`	List cost centers in the organization, newest first.
`get_cost_center`	Fetch a single cost center.
`list_branches`	List branches in the organization, newest first.
`get_branch`	Fetch a single branch.
`list_items`	List items in deterministic newest-first order.
`get_item`	Fetch an item by ID, with its configured units.
`list_inventory_counts`	List inventory counts in newest-first order.
`get_inventory_count`	Fetch an inventory count and its lines.
`list_inventory_adjustments`	List inventory adjustments in newest-first order.
`get_inventory_adjustment`	Fetch an inventory adjustment and its lines.
`list_bills_of_materials`	List current bills of materials in newest-first order.
`get_bill_of_materials`	Fetch the current bill of materials by its ID or parent-item ID.
`list_assembly_builds`	List assembly builds and disassemblies in newest-first order.
`get_assembly_build`	Fetch an assembly build with its component snapshot and additional costs.
`preview_assembly_build`	Preview assembly consumption, costs, variances, and whether it can be posted without saving.
`list_production_orders`	List production orders in deterministic newest-first order.
`get_production_order`	Fetch a production order with material lines, completions, and costs.
`get_manufacturing_production_register_report`	Production register: one row per posted assembly build/disassembly with its costs and variances.
`get_manufacturing_cost_of_goods_manufactured_report`	Cost of goods manufactured: production cost per assembled product (optionally per month).
`get_manufacturing_cost_variance_report`	Manufacturing cost variance: standard vs. actual cost, decomposed into the variances that caused the gap.
`get_manufacturing_work_in_progress_report`	Work in process: open production orders and the WIP balance each is holding, reconciled to the GL.
`get_manufacturing_requirements_report`	Material requirements: what every PLANNED production order needs, netted against stock and open supply.
`get_manufacturing_material_consumption_report`	Material consumption: what raw material was consumed into production over a period, and into what.
`list_fixed_assets`	List fixed assets in newest-first register order.
`get_fixed_asset`	Fetch a fixed asset by ID.
`list_fixed_asset_depreciations`	List fixed-asset depreciation entries in newest-first order.
`preview_fixed_asset_depreciation`	Preview fixed-asset depreciation without writing anything.
`get_organization_sop`	Read the organization's Standard Operating Procedure (SOP).
`get_organization`	Get the current organization's profile and address.
`get_inbox_document`	Fetch an inbox document by ID.
`list_inbox_documents`	List organization inbox documents in deterministic newest-first order.
`list_expense_reports_for_approval`	List expense reports visible to an approver in newest-first order.
`get_expense_report_for_approval`	Fetch one expense report from the approval queue by public ID.
`list_journal_line_items`	List general-ledger journal lines with public related-resource IDs.
`get_general_ledger_report`	Build ad-hoc reports over the general ledger (journal line items).
`get_profit_and_loss_report`	Generate a profit & loss (income statement) report.
`get_balance_sheet_report`	Generate a balance sheet report for the current organization on the `as_of` date.
`get_trial_balance_report`	Generate the trial balance: each account's opening balance, debits, credits and closing balance over a period.
`get_cash_flow_report`	Generate the cash flow statement over a period, prepared with the indirect method.
`get_aged_receivables_report`	Generate the aged receivables report: what each customer owes on a date, split into overdue buckets.
`get_aged_payables_report`	Generate the aged payables report: what the organization owes each supplier on a date, split into overdue buckets.
`get_tax_report`	Generate the tax report: each tax rate's taxable amount and tax over a period.
`download_invoice_pdf`	Generate an invoice PDF and return a signed URL.
`download_cash_invoice_pdf`	Generate a cash-invoice PDF and return a signed URL.
`download_quote_pdf`	Generate a quote PDF and return a signed URL.
`download_credit_note_pdf`	Generate a credit-note PDF and return a signed URL.
`download_bill_pdf`	Generate a bill PDF and return a signed URL.
`download_expense_pdf`	Generate an expense PDF and return a signed URL.
`download_manual_journal_pdf`	Generate a manual-journal PDF and return a signed URL.
`download_payment_receipt_pdf`	Generate a payment receipt PDF and return a signed URL.
`download_customer_statement_of_account`	Download a customer statement of account.
`download_supplier_statement_of_account`	Download a supplier statement of account.
`download_profit_and_loss_report`	Download a profit and loss report.
`download_balance_sheet_report`	Download a balance sheet report.
`download_general_ledger_report`	Download every general ledger journal line in a date range as an Excel or CSV file, up to 5,000 lines.
`get_tax_rate`	Fetch a single tax rate by ID.
`list_tax_rates`	List tax rates in the organization.
`list_manual_journals`	List manual journals in deterministic newest-first order.
`get_manual_journal`	Fetch a manual journal by ID.
`list_period_statuses`	List the organization's accounting periods, latest ending date first.
`list_bulk_reclassification_candidates`	List the journal line items eligible for bulk reclassification off a source account.
`preview_bulk_reclassification`	Preview a bulk reclassification: counts plus the lines that would be skipped and why.
`get_bulk_reclassification`	Fetch a bulk reclassification batch: its status and succeeded/skipped/failed line counts.
`list_bulk_reclassification_lines`	List the per-line audit records of a bulk reclassification batch.
`list_bulk_reclassifications`	List the organization's bulk reclassification batches, newest first.
`list_amortizations`	List amortization schedules.
`get_amortization`	Fetch an amortization schedule.
`preview_amortization`	Preview the events an amortization schedule would generate.
`preview_end_amortization_early`	Preview the balance and events affected by ending an amortization early.
`list_revenue_recognitions`	List revenue-recognition schedules.
`get_revenue_recognition`	Fetch a revenue-recognition schedule.
`preview_revenue_recognition`	Preview the events a revenue-recognition schedule would generate.
`preview_end_revenue_recognition_early`	Preview ending a revenue-recognition schedule early.
`list_warehouses`	Discover this organization's warehouses for inventory counts, builds, and production orders.
`list_units_of_measure`	List the unit-of-measure definitions (for example Box, Kg, Hour) that items can use.
`list_item_units`	Discover configured units for an item.

Write tools (158)

See Permissions and confirmations before using these.

Tool	What it does	Note
`fetch_bank_account_statement`	Fetch a non-overlapping statement range from a connected bank feed.	Imports from the bank
`create_bank_account`	Create a bank account and its linked ledger account.
`update_bank_account`	Update the provided bank-account fields; omitted fields stay unchanged.
`delete_bank_account`	Soft-delete a bank account; one with ledger activity cannot be deleted.	Can't be undone
`update_vat_filing_settings`	Update the organization's VAT filing frequency and/or first filing due date.
`classify_bank_transaction`	Classify an unreconciled bank transaction and create its accounting entry.
`match_bank_transaction_to_journal_lines`	Reconcile a bank transaction to existing journal lines and optional adjustments.
`match_bank_transaction_to_documents`	Reconcile a bank transaction by creating payments against authorized or posted documents.
`delete_bank_transaction`	Delete a bank transaction.	Can't be undone
`create_payment`	Create and post a payment against an authorized or posted document with an accounting journal.
`delete_payment`	Reverse and delete a payment.	Can't be undone
`create_contact`	Create a new contact (customer, supplier, etc.) in the organization.
`create_contact_person`	Add a new person (additional email/phone recipient) to an existing contact.
`import_contacts`	Bulk-create contacts in one atomic transaction (e.g. from a spreadsheet): if any row fails, none are saved.
`update_contact`	Update an existing contact in the organization.
`update_contact_person`	Update an existing contact person.
`delete_contact`	Soft-delete a contact; existing documents keep their reference to it.	Can't be undone
`delete_contact_person`	Soft-delete a contact person.	Can't be undone
`merge_contacts`	Merge duplicate contacts into a single primary contact.	Can ask to confirm; can't be undone
`create_expense`	Create a draft expense.
`update_expense`	Update provided fields on an expense without changing its lifecycle status.
`post_expense`	Post a complete draft expense.
`revert_expense_to_draft`	Revert an unreconciled posted cash expense to draft.
`delete_expense`	Delete an expense and reverse its accounting effects.	Can't be undone
`create_bill`	Create a DRAFT supplier bill with line items.
`update_bill`	Update only the supplied fields on a bill without changing its lifecycle state.
`authorize_bill`	Authorize a complete DRAFT bill and post its accounting journal.
`revert_bill_to_draft`	Revert an AUTHORIZED bill to DRAFT so it can be edited or deleted.
`delete_bill`	Soft-delete a DRAFT or AUTHORIZED bill.	Can't be undone
`create_amortization`	Create an amortization schedule on a bill line item, in the bill's currency.
`update_amortization`	Update only provided amortization fields.
`end_amortization_early`	End an active amortization early using the previewed balance.	Can ask to confirm; can't be undone
`delete_amortization`	Delete an amortization schedule and its events.	Can't be undone
`create_revenue_recognition`	Create a revenue-recognition schedule on an invoice line item, in the invoice's currency.
`update_revenue_recognition`	Update only provided revenue-recognition fields.
`end_revenue_recognition_early`	End an active revenue-recognition schedule using the previewed balance.	Can ask to confirm; can't be undone
`delete_revenue_recognition`	Delete a revenue-recognition schedule and its events.	Can't be undone
`create_debit_note`	Create a DRAFT supplier debit note with line items.
`update_debit_note`	Update only the supplied fields on a debit note without changing its lifecycle state.
`post_debit_note`	Post a complete DRAFT debit note and create its accounting impact.
`revert_debit_note_to_draft`	Revert a POSTED debit note to DRAFT so it can be edited or deleted.
`delete_debit_note`	Soft-delete a DRAFT or POSTED debit note.	Can't be undone
`create_credit_note`	Create a DRAFT customer credit note with line items.
`update_credit_note`	Update only the supplied fields on a credit note without changing its lifecycle state.
`finalize_credit_note`	Finalize a complete DRAFT credit note and post its accounting journal.
`report_credit_note`	Report a finalized credit note to the tax authority (ZATCA in Saudi Arabia, the FTA in the UAE).	Can ask to confirm; can report to ZATCA or the FTA; can't be undone
`revert_credit_note_to_draft`	Revert a FINALIZED credit note to DRAFT so it can be edited or deleted.
`send_credit_note`	Email a FINALIZED, PAID or PARTIALLY_PAID credit note to its customer, only when the user asks.	Can ask to confirm; can't be undone
`delete_credit_note`	Soft-delete a DRAFT or FINALIZED credit note.	Can't be undone
`create_invoice`	Create a DRAFT customer invoice with line items.
`update_invoice`	Update only the supplied fields on an invoice without changing its lifecycle state.
`revert_invoice_to_draft`	Revert a FINALIZED invoice to DRAFT so it can be edited or deleted.
`finalize_invoice`	Move a complete DRAFT invoice to FINALIZED.
`report_invoice`	Report a finalized invoice to the tax authority (ZATCA in Saudi Arabia, the FTA in the UAE).	Can ask to confirm; can report to ZATCA or the FTA; can't be undone
`void_invoice`	Void a FINALIZED invoice and reverse its accounting impact.	Can ask to confirm; can report to ZATCA or the FTA; can't be undone
`send_invoice`	Email a FINALIZED, PAID, PARTIALLY_PAID or VOIDED invoice to its customer, only when the user asks.	Can ask to confirm; can't be undone
`send_invoice_receipt`	Email the payment receipt of a PAID or PARTIALLY_PAID invoice to its customer, only when the user asks.	Can ask to confirm; can't be undone
`delete_invoice`	Soft-delete a DRAFT invoice.	Can't be undone
`create_simplified_invoice`	Create a DRAFT cash (simplified) invoice for a retail sale paid on issue.
`update_simplified_invoice`	Update only the supplied fields on a cash (simplified) invoice without changing its lifecycle state.
`finalize_simplified_invoice`	Move a complete DRAFT cash (simplified) invoice to PAID.	Can ask to confirm; can't be undone
`report_simplified_invoice`	Report a posted cash (simplified) invoice to the tax authority (ZATCA in Saudi Arabia, the FTA in the UAE).	Can ask to confirm; can report to ZATCA or the FTA; can't be undone
`create_quote`	Create a DRAFT quote with line items.
`update_quote`	Update only the supplied fields on a quote without changing its lifecycle state.
`mark_quote_as_sent`	Mark a complete DRAFT quote as SENT.
`revert_quote_to_draft`	Revert a SENT quote to DRAFT so it can be edited or deleted.
`delete_quote`	Soft-delete a DRAFT, SENT, or INVOICED quote.	Can't be undone
`convert_quote_to_invoice`	Convert a quote to a DRAFT invoice.
`create_purchase_order`	Create a DRAFT purchase order with line items.
`update_purchase_order`	Update only the supplied fields on a purchase order without changing its lifecycle state.
`mark_purchase_order_as_sent`	Mark a complete DRAFT purchase order as SENT.
`revert_purchase_order_to_draft`	Revert a SENT purchase order to DRAFT so it can be edited or deleted.
`delete_purchase_order`	Soft-delete a DRAFT or SENT purchase order.	Can't be undone
`convert_purchase_order_to_bill`	Convert a purchase order to a DRAFT bill.
`create_account`	Create a new account in the chart of accounts.
`update_account`	Update the provided fields of an account in the chart of accounts; omitted fields stay unchanged.
`delete_account`	Delete (soft-delete) an account from the chart of accounts.	Can't be undone
`create_employee`	Create a new employee in the organization.
`update_employee`	Update an existing employee in the organization.
`delete_employee`	Soft-delete an employee in the organization.	Can't be undone
`create_manual_journal`	Create a balanced manual journal as a DRAFT.
`import_manual_journals`	Create draft manual journals from an uploaded spreadsheet (xlsx, xls, csv or tsv) in one all-or-nothing import.
`update_manual_journal`	Update provided manual-journal fields without changing lifecycle status.
`post_manual_journal`	Post a draft manual journal.
`revert_manual_journal_to_draft`	Revert a posted manual journal to draft.
`delete_manual_journal`	Soft-delete a manual journal.	Can't be undone
`submit_for_approval`	Submit a complete draft for approval in an organization whose approval workflow is on for its area.
`approve_document`	Approve a draft; one never submitted, or rejected, is submitted first.
`reject_document`	Reject a submitted or approved draft.
`revoke_approval`	Withdraw your own pending submission, so the draft can be edited and submitted again.
`create_payslip`	Create a draft payslip with pay items.
`update_payslip`	Update provided fields on a draft payslip; omitted fields remain unchanged.
`post_payslip`	Post a draft payslip and create its accounting effects.
`revert_payslip_to_draft`	Revert a posted, unpaid payslip to draft and remove its accounting effects.
`delete_payslip`	Delete an unpaid payslip.	Can't be undone
`create_payroll`	Create an active payroll template.
`update_payroll`	Update provided payroll fields; omitted fields remain unchanged.
`generate_payslips_from_payrolls`	Generate one draft payslip from each selected payroll template.
`delete_payroll`	Delete a payroll template.	Can't be undone
`create_project`	Create a new project in the organization.
`update_project`	Update an existing project in the organization.
`delete_project`	Soft-delete a project in the organization.	Can't be undone
`update_period_status`	Lock the books through a date, or unlock the period ending on that date.
`create_cost_center`	Create a new cost center in the organization.
`update_cost_center`	Update an existing cost center.
`delete_cost_center`	Soft-delete a cost center in the organization.	Can't be undone
`create_branch`	Create a new branch in the organization.
`update_branch`	Update an existing branch in the organization.
`delete_branch`	Permanently delete a branch in the organization.	Can ask to confirm; can't be undone
`create_item`	Create an active item.
`create_unit_of_measure`	Create a unit-of-measure definition that items can be quantified in.
`update_item`	Update item fields; omitted values are unchanged and explicit null clears a field.
`delete_item`	Delete an unreferenced item.	Can't be undone
`create_inventory_count`	Create a draft inventory count and snapshot omitted expected quantities.
`update_inventory_count`	Update a draft inventory count; omitted values are unchanged and explicit null clears a field.
`post_inventory_count`	Post a draft inventory count and write its variance journal.
`revert_inventory_count_to_draft`	Revert a posted inventory count and unwind its variance journal.
`delete_inventory_count`	Delete an inventory count and unwind any posted journal.	Can't be undone
`create_inventory_adjustment`	Create a draft manual stock adjustment.
`update_inventory_adjustment`	Update a draft inventory adjustment; omitted values are unchanged and explicit null clears a field.
`post_inventory_adjustment`	Post a draft inventory adjustment and write its inventory journal.
`revert_inventory_adjustment_to_draft`	Revert a posted inventory adjustment and unwind its journal.
`delete_inventory_adjustment`	Delete an inventory adjustment and unwind any posted journal.	Can't be undone
`create_bill_of_materials`	Create an active bill of materials with BOM revision one.
`update_bill_of_materials`	Update a bill of materials; a current BOM revision that posted documents used is superseded atomically.
`delete_bill_of_materials`	Delete an unreferenced bill of materials and clear its parent assembly state.	Can't be undone
`create_assembly_build`	Create a draft assembly build or direct disassembly.
`update_assembly_build`	Update an assembly build; ledger fields require draft status, omitted values are unchanged and null clears.
`post_assembly_build`	Post a draft assembly build and book its inventory journal.
`revert_assembly_build_to_draft`	Revert a posted assembly build and unwind its inventory journal.
`delete_assembly_build`	Delete an assembly build and unwind any posted journal.	Can't be undone
`create_production_order`	Create a planned production order; lifecycle transitions are separate actions.
`update_production_order`	Update a production order; ledger fields require planned status, omitted values are unchanged and null clears.
`release_production_order`	Release a planned lifecycle order and issue materials into work in process.
`produce_production_order`	Produce a planned instant order in one posting step.
`record_production_order_completion`	Post a completion against a released or in-progress lifecycle order.
`update_production_order_completion`	Change one posted production-order completion and post it again; omitted values keep what it recorded.
`revert_production_order_completion`	Revert one posted production-order completion.
`close_production_order`	Close an order short and return unused issued material.
`cancel_production_order`	Cancel a production order and unwind its release journal.
`revert_production_order_to_planned`	Revert a released or cancelled order to planned status.
`delete_production_order`	Delete a production order and unwind its material issue.	Can't be undone
`create_fixed_asset`	Create a draft fixed asset without posting depreciation.
`update_fixed_asset`	Update provided fixed-asset fields without directly changing lifecycle status.
`register_fixed_asset`	Register a complete draft fixed asset so it can be depreciated.
`revert_fixed_asset_to_draft`	Revert a fixed asset to draft and reverse its depreciation schedule.
`run_fixed_asset_depreciation`	Post fixed-asset depreciation through the requested month.
`delete_fixed_asset`	Soft-delete a fixed asset; allowed even after the plan loses fixed assets, so the data stays removable.	Can't be undone
`update_organization`	Update the current organization's profile and address.
`update_organization_sop`	Replace the organization's Standard Operating Procedure (SOP) with `content`.
`update_inbox_document`	Mark an inbox document processed or unprocessed.
`delete_inbox_document`	Delete an inbox document.	Can't be undone
`start_bulk_reclassification`	Start a bulk reclassification: move the selected journal line items to a different account.	Can ask to confirm; can't be undone
`update_expense_report_for_approval`	Update approver-editable header fields on an expense report; omitted fields remain unchanged.
`set_expense_report_claim_account`	Assign an expense account to one pending-approval claim.
`approve_expense_report`	Approve a pending expense report and post its journal.
`reject_expense_report`	Reject an expense report and unpost any approval journal.
`revert_expense_report_to_pending_approval`	Revert an approved or rejected expense report to pending approval.