Available Tools - VIS42 Documentation

The VIS42 MCP Server exposes the following tools to connected AI clients. See also resources and prompts.

Tool	Description
`get-schema`	Returns the GraphQL schema for the VIS42 app.
`search-schema`	Search the GraphQL schema for a specific type by name or business domain alias.
`query`	Executes a read-only GraphQL query against the VIS42 API and returns the JSON result.
`action-store-business`	Create a new business.
`action-update-business`	Update the user’s current business details.
`action-store-business-bank-account`	Create a new business bank account.
`action-update-business-bank-account`	Update an existing business bank account.
`action-store-business-vat-id`	Create a new business VAT ID. Required to complete business onboarding.
`action-update-business-vat-id`	Update an existing business VAT ID.
`action-store-business-payment-term`	Create a new business payment term.
`store-product`	Create a new product or service.
`update-product`	Update an existing product or service.
`destroy-product`	Delete an existing product or service.
`store-product-price`	Create a new price for a product or service.
`update-product-price`	Update an existing price for a product or service.
`destroy-product-price`	Delete an existing price for a product or service.
`store-product-barcode`	Create a new barcode for a product.
`update-product-barcode`	Update an existing barcode for a product.
`destroy-product-barcode`	Delete an existing barcode from a product.
`store-product-inventory`	Create inventory tracking for a product.
`update-product-inventory`	Update the inventory record for a product.
`destroy-product-inventory`	Delete the inventory record for a product.
`store-measure-unit`	Create a new measure unit.
`update-measure-unit`	Update an existing measure unit.
`destroy-measure-unit`	Delete an existing measure unit.
`store-counterpart-organization`	Create a new counterpart (supplier or client).
`store-counterpart-individual`	Create a new counterpart (supplier or client).
`update-counterpart-organization`	Update an existing organization counterpart (business).
`destroy-counterpart`	Delete an existing counterpart (supplier or client).
`store-counterpart-bank-account`	Create a new bank account for a counterpart.
`update-counterpart-bank-account`	Update an existing bank account for a counterpart.
`update-counterpart-individual`	Update an existing individual counterpart (person).
`destroy-counterpart-bank-account`	Delete an existing bank account for a counterpart.
`store-counterpart-contact`	Create a new contact for a counterpart.
`update-counterpart-contact`	Update an existing contact for a counterpart.
`destroy-counterpart-contact`	Delete an existing contact for a counterpart.
`store-counterpart-vat-id`	Create a new VAT ID for a counterpart. A counterpart can have multiple VAT IDs.
`update-counterpart-vat-id`	Update an existing VAT ID for a counterpart.
`destroy-counterpart-vat-id`	Delete an existing VAT ID for a counterpart. This removes only the VAT ID record; the counterpart’s primary tax_id field is not affected.
`store-counterpart-address`	Create a new address for a counterpart.
`update-counterpart-address`	Update an existing address for a counterpart.
`destroy-counterpart-address`	Delete an existing address for a counterpart.
`store-payable-invoice`	Create a new payable invoice. Payable invoices are created with the status DRAFT.
`update-payable-invoice`	Update an existing payable invoice. Only DRAFT payable invoices can be updated.
`mark-as-new-payable-invoice`	Set the status of an existing payable invoice to New.
`approval-payable-invoice`	Set the status of an existing payable invoice to Approval Pending.
`approve-payable-invoice`	Set the status of an existing payable invoice to Approved.
`refuse-payable-invoice`	Set the status of an existing payable invoice to Refused.
`cancel-payable-invoice`	Set the status of an existing payable invoice to Cancelled.
`mark-as-paid-payable-invoice`	Set the status of an existing payable invoice to Paid.
`store-payable-credit-note`	Create a new payable credit note. Payable credit notes are created with the status DRAFT.
`update-payable-credit-note`	Update an existing payable credit note. Only DRAFT payable credit notes can be updated.
`mark-as-new-payable-credit-note`	Set the status of an existing payable credit note to New.
`approval-payable-credit-note`	Set the status of an existing payable credit note to Approval Pending.
`approve-payable-credit-note`	Set the status of an existing payable credit note to Approved.
`reject-payable-credit-note`	Set the status of an existing payable credit note to Refused.
`cancel-payable-credit-note`	Set the status of an existing payable credit note to Cancelled.
`apply-payable-credit-note`	Apply an existing payable credit note. Applying a credit note transitions it to the Applied status.
`destroy-payable`	Delete an existing payable.
`store-payable-purchase-order`	Create a new payable purchase order (PO). Purchase orders are created with the status DRAFT.
`update-payable-purchase-order`	Update an existing payable purchase order. Only DRAFT purchase orders can be updated.
`issue-payable-purchase-order`	Set the status of an existing payable purchase order to Issued.
`store-receivable-invoice`	Create a new receivable invoice. Receivables are created with the status DRAFT.
`store-receivable-quote`	Create a new receivable quote. Receivables are created with the status DRAFT.
`update-receivable-invoice`	Update an existing receivable invoice. Invoices can only be updated when they are in DRAFT status.
`update-receivable-quote`	Update an existing receivable quote. Quotes can only be updated when they are in DRAFT status.
`destroy-receivable`	Delete an existing receivable.
`issue-receivable-invoice`	Set the status of an existing receivable invoice to Issued.
`issue-receivable-quote`	Set the status of an existing receivable quote to Issued.
`cancel-receivable-invoice`	Set the status of an existing receivable to Cancelled.
`mark-as-paid-receivable-invoice`	Set the status of an existing receivable invoice to Paid.
`mark-as-partially-paid-receivable-invoice`	Set the status of an existing receivable invoice to Partially Paid.
`mark-as-uncollectible-receivable-invoice`	Set the status of an existing receivable invoice to Uncollectible.
`store-expense-receipt`	Create a new expense receipt. Expense receipts are created with the status DRAFT.
`update-expense-receipt`	Update an existing expense receipt. Only DRAFT expense receipts can be updated.
`destroy-expense`	Delete an existing expense. An expense can only be deleted when it is in a DRAFT state.
`add-expense-line-item`	Add a single line item to an existing expense.
`store-cost-center`	Create a new cost center for the current business.
`list-cost-centers`	List all cost centers for the current business, paginated.
`update-cost-center`	Update an existing cost center.
`list-ledger-accounts`	List all business bank accounts that are connected to the Formance Ledger.
`get-ledger-account-balance`	Get the current balance for a specific business bank account from the Formance Ledger.
`get-ledger-account-volumes`	Get the detailed volume breakdown (input, output, balance) per asset for a specific business bank account.
`list-ledger-transactions`	List transactions for a specific business bank account from the Formance Ledger.
`get-ledger-aggregated-balances`	Get aggregated balances across all accounts in the business ledger.
`get-ledger-stats`	Get aggregate statistics for the business ledger.
`record-ledger-transaction`	Record a financial transaction in the Formance Ledger for a business bank account.
`revert-ledger-transaction`	Revert a previously recorded ledger transaction by its numeric ID.
`create-business-ledger`	Create a Formance Ledger for the current business.
`connect-account-to-ledger`	Connect a business bank account to the Formance Ledger for double-entry bookkeeping.
`link-payment`	Link a ledger transaction to a document (expense, payable, or receivable) as a payment.
`unlink-payment`	Remove a payment link from a document. This hard-deletes the payment link record.
`list-unreconciled`	List documents that are not fully reconciled against ledger transactions.
`suggest-matches`	Suggest ledger transactions that may match a given document.
`get-payment-status`	Get the payment reconciliation status for a document.
`auto-reconcile-batch`	Auto-reconcile all unmatched documents against ledger transactions.
`upload-document-file`	Uploads a document file to storage, and associates it with a document.
`get-document-url`	Allow to retrieves documents URL from storage. Documents can be either receivables or payables.
`document-to-json`	Converts a PDF document to JSON using Google Document AI.
`notification-email`	Sends a notification email to one or more recipients.
`notification-in-app`	Sends an in-app notification to one or more users.
`notification-push`	Sends a push notification to one or more users.
`notification-slack`	Sends a notification message to a Slack channel via an incoming webhook.
`notification-teams`	Sends a notification message to a Microsoft Teams channel via an incoming webhook.
`get-headers`	Returns the column headers and all sheet names from an uploaded spreadsheet file.
`read-sheet`	Reads cell data from an uploaded spreadsheet file (XLSX, XLS, CSV, ODS).
`map-columns`	Maps raw column headers from an uploaded spreadsheet to a set of semantic target field names.
`write-sheet`	Generate a spreadsheet file from structured data and return a pre-signed download URL.
`write-pdf`	Generate a PDF from a pdfmake docDefinition and return a pre-signed download URL.