All 19 tools your AI can call
BalanceMCP exposes 19 tools over the Model Context Protocol. 8 of them change your books and the rest only read. Every tool that touches an existing record previews before it writes — creating a book is the one exception, because an empty set of accounts has nothing to preview. Nothing here can produce an entry that does not balance; the database refuses it.
Tools that change your books (8)
create_bookStart a new set of books, seeded with real accounts on day oneYou want to start tracking a business or a household budget properly, but setting up a chart of accounts from scratch — deciding what to call things, what codes to use — is the part that makes people give up before they start.manage_accountsAdd, archive, or browse the accounts in your chartYour chart of accounts needs a new line item, or an old one is cluttering the list, and you want to fix that without breaking anything that already posted to it.import_statementImport a bank statement without a manual data-entry passYou have a PDF or CSV bank statement and a stack of transactions to get into your books, and typing each one in by hand is the whole reason bookkeeping software feels like a chore.categorize_transactionsTurn bank transactions into real, balanced bookkeepingYou have a pile of imported transactions and you need each one recorded against the right account — rent as rent, materials as materials — as a proper double-entry journal entry, not just a label.create_ruleSave how you categorize a recurring chargeThe same vendor charges you every month and you're tired of telling your assistant "yes, that's Software & Subscriptions again" every single time it shows up.post_journal_entryPost a manual adjustment that didn't come from your bankYou need to record something that never showed up as a bank transaction — depreciation on a piece of equipment, an owner putting personal cash into the business, an accrual for a bill you haven't paid yet.reverse_entryUndo a posted entry the right waySomething got posted wrong — the wrong account, a typo in the amount, a transaction categorized before you noticed it should have been split — and you need it undone without leaving a mess.lock_periodClose the books through a date so nothing changes them laterYou just finished reconciling last month and you don't want a stray categorization or a forgotten transaction quietly changing numbers you already reported.
Tools that only read (11)
list_booksSee every set of books your AI assistant can reachYou run more than one set of books — a business and a household, or two companies — and you want your AI assistant to know which one it is looking at before it touches anything.list_transactionsFind the transactions still waiting to be categorizedYou just imported a statement, or it's been a few weeks, and you want to know what's actually sitting in the inbox waiting to be turned into real bookkeeping.reconcile_accountCheck your ledger against the bank statementYour bank's statement balance and what your books show don't match, and you need to find out why before you close the month.trial_balanceSee every account balance in one place, and confirm the books actually balanceYou want a straightforward gut check that your books are internally consistent before you trust any other report pulled from them.profit_and_lossSee what you actually made — or lost — over a periodYou want a straight answer to "did we make money this month" without pulling apart every category by hand.balance_sheetSee what you own, what you owe, and what's left as of a dateYou need to know where things actually stand right now — not what came in and went out this month, but the full picture of what the business owns and owes.general_ledgerTrace exactly how one account got to its current numberA report told you an account's total, but you need to know exactly what got you there — every posting, in order, so you can explain a number instead of just repeating it.cash_positionSee how much cash you actually have, across every accountYou want a single, immediate answer to "how much money do we actually have" without opening each bank account separately or waiting on a full financial statement.find_anomaliesCatch a duplicate charge or a price hike before you overlook itYou suspect you've been double-charged, or a subscription quietly got more expensive, but scrolling through months of transactions to find it yourself is tedious and error-prone.spending_summarySee where your money actually went, grouped your wayYou want a straightforward "where did the money go this month" answer, grouped either by who you paid or by what kind of expense it was.export_bookGet your books out as spreadsheets, for an accountant or yourselfYour accountant wants your books, or you just want to poke around in a spreadsheet yourself, and you need your data out of BalanceMCP in a format that opens anywhere.