Kick

Reads Kick-native invoice templates for one entity. operation 'list' (default) browses active templates (name, customer, total, currency); operation 'get' returns the apply payload used to create a native draft (resolved latest customer, today + derived due date, fresh line ids, rebuilt email) — it persists nothing. Templates are entity-scoped: resolve workspaceId + numeric entityId first (context_resolve / entities_query). These are Kick-native invoices the customer receives by email — different from invoices_create (bookkeeping AR). Use native_invoices_act to create a draft and send it. Money fields (total, unitAmount) are major currency units, not minor units: 10000 usd is $10,000.00. Use totalFormatted when reporting to the user; totalMinorUnits is the smallest-currency-unit integer for that currency (usd ×100, jpy ×1, kwd ×1000; read-only). Do not divide total by 100.

invoice_templates_query

Reads tasks in a workspace. operation 'list' (default) lists tasks with optional status, assignee, entity, date, and search filters; operation 'read_comments' returns a task's chat/comment thread (newest-first, requires taskId). Do NOT create or update tasks; use tasks_act.

tasks_query

Lists accessible workspaces with their nested entities in one call. Most workflows should start here: call it first to orient before any workspace, entity, accounting, transaction, or reporting work. Takes no required input: call it with no arguments to see every workspace and entity you can access, including to confirm the current workspace. Use context_resolve instead when the user gives a specific name to match. Each workspace reports glFirstEnabled: when true, classify by GL account (accounting_query + transactions_act accountOverrides), not category.

context_browse

Creates and manages Kick-native invoices (customer-facing PDF, optional Stripe pay link) — NOT the bookkeeping AR row invoices_create writes. Operations: 'create_from_template' (DRAFT from a template), 'create' (DRAFT composed from catalog lines — pass counterpartyId + lines, the tool builds the snapshot), 'update' (edit a DRAFT; DRAFT-only), 'send' (email an existing draft), 'delete' (remove a leftover DRAFT; DRAFT-only). Only usd is supported: a catalog line or template in any other currency is rejected. Quantity must be greater than 0. An invoiceNumber already used on the entity is rejected. The invoice date defaults to today in the workspace timezone. Never assemble a render snapshot; the tool maps. Use native_invoices_query to find invoices and catalog_items_query to resolve catalog lines. Combined create-and-send is two confirms: create, then send the returned invoiceId. Omit confirmationToken to preview (card shows To, amount, From, PDF, collect-payment; delete shows the draft it will permanently remove); resend with the returned confirmationToken to apply. Write unitAmount / totals in major currency units, not cents (10000 usd is $10,000.00). Preview cards show a formatted amount; do not divide by 100.

native_invoices_act

Create one or more accounts-payable bills in a workspace. Bills are stored with source "mcp" and are always opened (status OPEN). status must be draft or open; paid and void are rejected and are not a way to mark a bill paid. A negative total is rejected. Both the workspaceId and each bill's entityId are required. Resolve the workspace with context_browse or context_resolve, the numeric entityId with entities_query, and any counterpartyId (the vendor) with counterparties_query before calling. Each line may set its general-ledger accounts: accountOverrides (the expense/GL account) and accountsPayableOverrides (the AP account), each [{ accountingLedgerId, accountId }]; resolve accountId via accounting_query accounts_list and accountingLedgerId via accounting_query ledgers_get or context_resolve. When workspace.glFirstEnabled === true, set these so the bill books to the right GL accounts instead of uncategorized. Omit confirmationToken to receive a preview; show the entity, bill number, currency, line descriptions and amounts, then resend the same input with the returned confirmationToken to commit.

bills_create

Create one or more accounts-receivable invoices in a workspace. Invoices are stored with source "mcp" and are always opened (status OPEN). Currency must be usd; any other currency is rejected. status must be draft or open; paid, void, and uncollectible are rejected and are not a way to mark an invoice paid. A negative total is rejected. Both the workspaceId and each invoice's entityId are required. Resolve the workspace with context_browse or context_resolve, the numeric entityId with entities_query, and any counterpartyId with counterparties_query before calling. Each line may set its general-ledger accounts: accountOverrides (the income/GL account) and accountsReceivableOverrides (the AR account), each [{ accountingLedgerId, accountId }]; resolve accountId via accounting_query accounts_list and accountingLedgerId via accounting_query ledgers_get or context_resolve. When workspace.glFirstEnabled === true, set these so the invoice books to the right GL accounts instead of uncategorized. Omit confirmationToken to receive a preview; show the entity, invoice number, currency, line descriptions and amounts, then resend the same input with the returned confirmationToken to commit.

invoices_create

Preview and then create a client workspace inside an organization. Use when an accountant or firm owner asks to add a new client, and show organization, workspace name, entity name, plan, invited emails, and billing ownership before confirmation. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken.

organization_clients_create

Creates an organization service tier. Use when a close template needs a serviceId that does not exist yet. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

organization_services_act

Gets a temporary presigned download URL for a financial document by its numeric id. The URL expires after a few minutes.

documents_download

Reads reconciliation history, the current reconciliation summary, or blockers that would prevent undoing the last reconciliation. This tool never reconciles or removes anything.

reconciliation_query

Lists rule groups, accounting defaults, normalized descriptions, and previews/inspects transactions matched or affected by rules. Use operation to select the read mode. accounting_defaults returns templates, not persisted rules — do not pass those rows to applied_transactions. Do NOT create or edit rules; use rules_act.

rules_query

Reads the chart of accounts (per entity or across a workspace) and entity ledgers. Use operation to select the read mode. Do NOT create, edit, or merge accounts; use accounting_act. This is the primary classification surface when workspace.glFirstEnabled === true: resolve the GL accountId here (accounts_list) and the accountingLedgerId here (ledgers_get) to build accountOverrides for transactions_act.

accounting_query

Lists manual journal entries for an entity (with paging via limit/cursor, search, and since/until date filters), or gets one journal entry by id. Use total and nextCursor to page large ledgers. Do NOT create, update, or delete journals; use journals_act.

journals_query

Lists opening balances for an entity, or gets one account's opening balance. Do NOT set or remove opening balances; use opening_balances_act.

opening_balances_query

Links a financial document to a transaction, or detaches an existing document match. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

transactions_document_links_act

List the available Kick skill guides. Skills document how to use Kick's tools — the right attributes, query syntax, and common pitfalls. Names are returned with a `kick/` prefix (e.g. kick/transaction-review-and-categorization); pass that same value to load_kick_skill. Call this before load_kick_skill whenever you aren't already certain of the exact skill name; names aren't predictable from topic words. Pass query for a ranked fuzzy search across skill names and descriptions. Set includeHeader=true to get each skill's one-line summary and the Kick tools it covers alongside its name. Load skills proactively when you start work in a relevant Kick domain, not only after hitting an error.

list_kick_skills

Lists checks and deposits for one workspace. status 'outstanding' returns items with no clearing evidence and no completed reconciliation. status 'reconciled' returns items included in a completed reconciliation. Amounts are signed: a check is negative and a deposit is positive. Query before creating or deleting.

cash_items_query

Lists an organization's close stages. Stages are org-wide (not per-template) and can nest via parentCloseStageId. Use to resolve the closeStageId set on close-template tasks. Read-only.

organization_close_stages_query

Lists members of an organization so an agent can resolve the numeric userId to use as a close-template ownerId or a task assigneeId. Read-only. Returns userId, name, email, and role. Use before close_templates_act (ownerId) or close_template_tasks_act (assigneeId); prefer assigneeRole over a guessed assigneeId.

organization_members_query

Lists an organization's service tiers. Use to resolve the serviceId set on a close template. Read-only. Returns id and name.

organization_services_query

Reads a workspace's report settings: each setting's value and where it comes from, for the workspace and its entities on every report. Returns baseline (the workspace's Report default), reports (settings a report changes from baseline) and entities (settings an entity changes, under default when the change covers all its reports, else under a report). A setting not listed takes the first value found in this order: the entity's report, the entity's default, the workspace's report, baseline. ar-aging-summary, ar-aging-detail and schedules have no rowVisibility. Read-only; use report_settings_act to mutate.

report_settings_query

Load a Kick skill guide before working with the related tools — for example load kick/period-end-close-review before a close-readiness sweep, or kick/transaction-review-and-categorization before triaging transactions. Skills document the right attributes, query syntax, and pitfalls, so loading one first improves query quality and avoids common mistakes. Pass the name from list_kick_skills (the kick/ prefix is accepted; a bare name also works). If you don't already know the exact skill name, call list_kick_skills first — don't guess names from topic keywords. Set headerOnly=true to preview a skill's summary and the Kick tools it covers without loading the full guide.

load_kick_skill

Creates and manages revenue recognition policies for one entity. 'create' a deferred or accrued policy with a term, one or more components (straight_line, daily_pro_rata, or point_in_time, allocations summing to 100), a deferral account, and a different revenue account from this entity's accrual ledger (look them up with accounting_query). Mix methods in one policy, for example 50% point_in_time on a specific date and 50% point_in_time on the source date, or one straight_line row plus point_in_time rows. At most one straight_line or daily_pro_rata component: the term is stored once on the policy, so two over-time windows are rejected. 'update' changes only the fields you pass. 'archive' / 'restore' hide or bring back a policy. 'delete' works only for a policy never applied; otherwise it returns status 'choice_required' with Archive or Back. Omit confirmationToken to preview; resend the same input with the returned confirmationToken after the user approves. When the response is 'choice_required', show the options, ask the user, then resend the same input plus 'choice'. Never pick for the user. Revenue only.

revenue_recognition_policies_act

Matches two transactions as a transfer pair, or removes an existing transfer match. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

transactions_transfer_matches_act

Creates, updates, or deletes chart-of-accounts groups. Resolve groupId from accounting_query or report context first. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

account_groups_act

Creates and manages catalog items for one entity. Operations: 'create' (find-or-create by name — MCP requires unitAmount), 'update' (edit; active:false archives), 'delete' (fails with 409 when referenced by an invoice), 'duplicate'. Prices are in USD — there is no `currency` field; the server always stores usd. Price create/archive/enable/delete/set-default/description edits are NOT separate operations — pass a `prices` array in 'update's payload (batched ops: {op:'create', clientId, unitAmount, isDefault?, description?} | {op:'update', priceId, active?, isDefault?, description?} | {op:'delete', priceId}); they commit atomically with the rest of the update, in one request, matching how the product's Save button persists everything at once. entityId is required on create/update. Resolve revenueAccountId/receivablesAccountId (accounting_query) and classIds (classes_query) only when the user names accounts or classes. Omit confirmationToken to preview (create says reuse-existing vs create-new); resend with the returned confirmationToken to apply. Write unitAmount in major currency units, not cents (10000 usd is $10,000.00). Do not send Stripe-style cents.

catalog_items_act

Creates, updates, or deletes workspace custom categories. Use categories_query to resolve categoryId and parentCategoryId first. A create requires payload.parentCategoryId and the parent must be top-level — nesting under a subcategory is rejected, so do not retry the same parent. A category's parent cannot be changed on update (parentCategoryId is create-only and rejected on update). Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply. Not available when workspace.glFirstEnabled === true: the category taxonomy does not drive classification there — manage the chart of accounts via accounting_act instead.

categories_act

Creates, updates, bulk-updates, bulk-enables/disables, or bulk-deletes chart-of-accounts entries. Account merge is intentionally not available here. Use accounting_query to resolve ids first. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

accounting_act

Creates, updates, or deletes a chart of accounts template, or applies one to entities. create/update/apply take a payload; delete takes chartOfAccountsTemplateId only. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

chart_of_accounts_templates_act

Creates, updates, or deletes workspace tracking classes. Classes are plan-gated. Use classes_query to resolve classId and parentClassId first. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

classes_act

Creates, updates, duplicates, archives, unarchives, or deletes a close template. create/update take a payload (workspaceId is create-only); duplicate/archive/unarchive/delete take closeTemplateId only. Does NOT apply a template to a client, schedule, or preview — that stays in-app. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

close_templates_act

Creates, updates, deletes, or bulk-saves the tasks on a close template. Prefer bulk_save to add a whole checklist. type is restricted to the close-template UI set (transactions, question, profit_loss, balance_sheet, document_retrieval, get_documents, accrual_review, reconciliation, transaction_review, form_1099, counterparties, bills, invoices, financial_documents). viewConfig is a persistable view document (type, columns, filters) plus task extras — send the close-template-setup recipes, not a flat bag. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

close_template_tasks_act

Creates, updates, deletes, merges, or copies global counterparties into a workspace. Use counterparties_query to resolve ids first. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

counterparties_act

Creates or updates entities, replaces an entity's address, or replaces its tax locations. Use entities_query to resolve entityId first. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply. An entity name that matches an existing business entity in the workspace (ignoring case and surrounding whitespace) is rejected with a 409 conflict.

entities_act

Creates, bulk-creates, updates, or deletes manual journal entries. Use journals_query to resolve journalEntryId first. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

journals_act

Upserts, bulk-sets, or removes opening balances for an entity. Use opening_balances_query and accounting_query to resolve ids first. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

opening_balances_act

Creates, renames, or repositions an organization close stage. create: { name, parentCloseStageId? }; update renames; reorder moves it via { parentCloseStageId, order }. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

organization_close_stages_act

Creates, updates, reorders, annotates, or deletes transaction rules and rule groups. Use rules_query to resolve ruleId and groupId first. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

rules_act

Creates question tasks, updates task fields, or deletes tasks. Use tasks_query to resolve taskId first. On update, description can only be set at create — description, descriptionType, messageId, and sticky are not updatable and are rejected if sent. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply.

tasks_act

Updates, bulk-updates, unsplits, splits, creates, or soft-deletes/restores transactions. Omit confirmationToken to preview, then resend the same input with the returned confirmationToken to apply. Permanent (hard) deletion is intentionally not available.

transactions_act