The AccountingSuite MCP connects your AI assistant to your AccountingSuite data. You can ask questions in plain language to find records, create documents, and run reports without opening each screen yourself. This article lists the documents, catalogs, and reports that the MCP supports, and shows the status of each feature.

Capabilities #

1. Create documents from OCR — upload or provide scanned documents and images; the AI can recognize their contents through OCR and turn them into the appropriate AccountingSuite documents.
2. Natural-language access to accounting data — ask the AI in plain English to find records, documents, balances, or report data instead of navigating 1C screens.
3. Create and update documents by request — the agent can create or update invoices, bills, cash receipts, companies, products, projects, contacts, and chart-of-accounts entries.
4. Run reports on demand — request financial or operational reports directly through the AI assistant, without opening each report manually.
5. Works with familiar AI tools — connect through MCP-compatible assistants such as ChatGPT, Claude Code, Codex, OpenCode, or Cursor.
6. No custom integration code — the MCP server exposes ready-to-use tools and skills; the AI discovers them automatically after connecting.
7. Covers core business workflows — supports sales, purchasing, inventory, payments, projects, and accounting operations, so the assistant can help across day-to-day processes.

Note: What you can see and do depends on your user role, access rights, company settings, and which modules are turned on in AccountingSuite.

At a Glance

Area	Available	Beta	In development
Documents	Create, view, and post 39 document types. Edit selected fields in unposted documents.	Credit Applying, Dropship Delivery, Period Closing Transaction. Editing quantities and prices in orders and other sales and purchasing documents.	Adding and deleting lines, changing products and units, editing posted documents
Lists	Create and view 48 lists types	Editing payroll and fixed asset lists. Other catalogs through general catalog operations.	—
Reports	19 reports	—	General Ledger (fix in progress) and 29 more reports

Working with Documents #

Actions

Action	Status	Details
Create and view documents	Available	All document types listed in this article
Post documents	Available	Posting is a separate step after you create a document. See exceptions in the document tables.
Edit text fields in unposted documents	Available	Only the text fields supported for each document type, such as a memo or description
Edit CRM events	Available	Notes, calls, and meetings
Edit budget lines	Available	Replaces all budget lines, including monthly amounts and totals
Edit quantity and price in quotes	Available	Totals are recalculated automatically
Edit quantity and price in orders and other sales and purchasing documents	Beta	Totals are recalculated automatically
Edit Disassembly, Dropship Delivery, and Labor Tracking	In development	—
Add or delete document lines	In development	—
Change the product or unit in an existing line	In development	—
Edit lines with serialized items	In development	—
Edit posted documents	In development	—

If someone else changes a document after you read it, the MCP rejects your update so that their changes are not overwritten. Read the document again and repeat the request.

Documents #

Sales and Purchasing #

Document	Description	Status
Quote	Prepare a price quote for a customer	Available
Sales Order	Record a customer order	Available
Shipment	Record goods shipped to a customer	Available
Sales Invoice	Bill a customer for goods or services	Available
Purchase Requisition	Request items to be purchased	Available
Purchase Order	Place an order with a vendor	Available
Item Receipt	Record goods received from a vendor	Available
Purchase Invoice	Record a vendor bill	Available
Feature	Status
—	—
Serial numbers in Item Receipt and Shipment	Available
Assigning serial numbers only at shipment	In development

Try asking:

• “Show me the latest sales orders.”
• “Create a purchase order for 20 units of [product].”
• “Change the quantity in line 2 of quote [number] to 15.”

Inventory #

Document	Description	Status
Warehouse Transfer	Move items between locations	Available
Inventory Taking	Record a physical inventory count	Available
Inventory Adjustment	Correct on-hand quantities or values	Available
Sales Return	Record items returned by a customer	Available
Purchase Return	Record items returned to a vendor	Available
Order Closing	Close an order that will not be fully fulfilled	Available

Try asking:

• “Show warehouse transfers from the past week.”
• “Find all inventory adjustments for October.”
• “Which sales returns were created today?”

CRM #

Document	Description	Status
Event	Log a note, call, meeting, or other customer activity	Available

Try asking:

• “What CRM events are scheduled this week?”
• “Add a note to the meeting with [company] on [date].”

Banking and Cash #

Document	Description	Status
Bank Transfer	Move funds between bank accounts	Available
Check	Record a payment made by check	Available
Invoice Payment	Pay one or more vendor bills	Available
Cash Receipt	Record a payment received from a customer	Available
Cash Sale	Record a sale paid at the time of purchase	Available
Deposit	Deposit received funds into a bank account	Available
Statement	Prepare a customer statement	Available
Bank Reconciliation	Reconcile a bank account against a bank statement	Available
Credit Applying	Apply an available credit to open invoices	Beta: you can create the document; check posting results in AccountingSuite
Feature	Status
—	—
Standard payments in the base currency	Available
Advances, refunds, bank fees, and foreign currency payments	In development

Try asking:

• “Show bank transfers for October.”
• “List today’s cash receipts.”
• “Create a cash receipt from [customer] for invoice [number].”

Manufacturing and Fulfillment

Document	Description	Status
Assembly	Build finished items from components	Available
Disassembly	Break an item down into its components	Available
Dropship Delivery	Record goods shipped directly from a vendor to a customer	Beta

Try asking:

• “Show assemblies completed this month.”
• “Create an assembly for 10 units of [product].”

Payroll and Fixed Assets #

Document	Description	Status
Personnel Order	Record hiring and other HR changes	Available for hiring; Beta for other HR operations
Payroll	Calculate and record payroll	Available
Timesheet	Record employee working hours	Available
Time Track	Track time spent on work or projects	Available
Labor Tracking	Track labor for production or projects	Available
Asset Operation	Record operations on fixed assets	Available for initial recognition; Beta for transfers and disposals
Asset Operational Resource Input	Record asset usage, such as hours or mileage	Available
Asset Depreciation	Calculate and record depreciation	Available

Try asking:

• “Show depreciation entries for Q3.”
• “Create a personnel order to hire [employee] as [position].”

Accounting and Tax #

Document	Description	Status
General Journal Entry	Post a manual journal entry	Available
Tax Invoice Issued	Record a tax invoice issued to a customer	Available
Tax Invoice Received	Record a tax invoice received from a vendor	Available
VAT Adjustment	Adjust VAT amounts	Available
Budget	Plan income and expenses	Available
Period Closing Transaction	Close an accounting period	Beta: you can create drafts; close periods in AccountingSuite

Try asking:

• “Show journal entries posted in October.”
• “Update the March amounts in budget [name].”

Lists #

Feature	Status
Create and view the catalogs listed below	Available
Editing records in payroll and fixed asset catalogs	Beta

Companies and Products #

List	Description	Status
Companies	Customers and vendors	Available
Contact Persons	People linked to a company	Available
Addresses	Billing and shipping addresses	Available
Products	Items and services you buy or sell	Available
Product Categories	Groups for organizing products	Available
Brands	Product brands	Available
Characteristics	Product attributes, such as size or color	Available
Units	Units of measure	Available
Unit Sets	Related units of measure with conversion rates	Available
Locations	Warehouses and other stock locations	Available

Try asking:

• “Find the company [name].”
• “Create a new product [name] in the [category] category.”
• “Who are the contacts for [company]?”

Sales and Operations Settings #

Catalog	Description	Status
Payment Terms	Due date rules for invoices and bills	Available
Payment Methods	Ways customers and vendors pay	Available
Price Levels	Price lists for different customer groups	Available
Shipping Carriers	Delivery companies	Available
Projects	Projects used to track income and costs	Available
Project Stages	Stages within a project	Available
Classes	Tags for segmenting transactions	Available
Departments	Organizational units	Available
Return Reasons	Reasons for sales and purchase returns	Available

CRM #

Catalog	Description	Status
Leads	Potential customers	Available
Lead Contacts	People linked to a lead	Available
Lead Statuses	Stages a lead moves through	Available
Lead Closing Reasons	Why a lead was won or lost	Available
Customer Acquisition Sources	Where your customers come from	Available
Company Segments	Customer groups for analysis	Available
Tags	Labels for organizing records	Available
Event Statuses	Status of CRM events	Available
Event Subjects	Topics of CRM events	Available

Banking and Taxes #

Catalog	Description	Status
Banks	Banks used by your company and partners	Available
Bank Accounts	Your company’s bank accounts	Available
Company Bank Accounts	Bank accounts of customers and vendors	Available
Taxes	Tax types	Available
Tax Rates	Tax percentages	Available
Tax Groups	Combinations of taxes applied together	Available
Tax Calculation Settings	Rules for how taxes are calculated	Available

Payroll and Fixed Assets #

Catalog	Description	Status
Sales People	Sales representatives	Available
Positions	Job titles	Available
Work Schedules	Employee working schedules	Available
Payroll Time Codes	Types of working and non-working time	Available
Payroll Calculation Parameters	Inputs used in payroll calculations	Available
Deduction Types	Types of payroll deductions	Available
Personal Documents	Employee identity and personal documents	Available
Personal Document Types	Types of personal documents	Available
Assets	Fixed assets	Available
Asset Groups	Groups for organizing fixed assets	Available

Creating and viewing these catalogs is available. Editing existing records is in beta.

Lots and Serial Numbers #

Catalog	Description	Status
Lots	Batches of items	Available
Serial Numbers	Unique identifiers for individual items	Available
Product Conditions	Item condition, such as new or used	Available

Custom fields (additional attributes) in these catalogs are in beta.

Try asking:

• “Find serial number [value].”
• “Show all lots for [product].”

Reports #

All amounts are shown in your company’s base currency unless stated otherwise.

Sales and Purchasing #

Report	Description	Status
Sales Details	Sales by document and item, including revenue, discounts, cost, and gross profit	Available
Customer/Vendor Details	Opening balances, activity, and closing balances for customers or vendors, by currency	Available
Open Sales Orders by Item	Quantities ordered, shipped, invoiced, and still to fulfill, by item	Available
Purchases by Vendor Detail	Purchase invoice lines and returns, grouped by vendor	Available
Purchases by Item	Invoices, receipts, and returns, grouped by item	Available
Open Purchase Orders by Item	Quantities ordered, received, billed, and still to receive, by item	Available

Try asking:

• “Show sales details for [customer] for October.”
• “What have we bought from [vendor] this year?”
• “Which sales orders for [product] are still open?”

Inventory #

Report	Description	Status
Quantity on Hand by Location	Quantity by item, location, unit, and lot on a selected date	Available
Inventory Stock Status by Item	On-hand quantity, orders, expected assemblies, and quantity available to promise	Available
Item Activity	Sales, returns, payments, and balances for an item	Available
Inventory Item Quick Report	Opening balance, movements, and average cost for a period	Available

Limitations:

• Inventory Stock Status by Item shows totals for all locations. Filtering by location is not available.
• Item Activity does not filter by period and uses current balances. It is not a full stock movement report.
• Inventory Item Quick Report has no grand totals. Do not add up average costs.

Try asking:

• “How many units of [product] are in [location] on October 31?”
• “How much of [product] is available to promise?”
• “Show the quick report for [product] for October.”

CRM #

Report	Description	Status
Funnel by Leads	Leads whose status changed during the period, with owners and acquisition sources	Available
Sales Funnel	Orders linked to leads, with customers, owners, and order amounts	Available

Limitations: These reports return the underlying data only. Funnel stages, conversion rates, losses, and durations are not calculated. In Sales Funnel, the period applies to lead status history, not to order dates.

Try asking:

• “Which leads changed status in October?”
• “Show orders linked to leads from [source].”

Receivables, Payables, and Cash #

Report	Description	Status
A/R Aging	Customer balances by document age on a selected date	Available
A/P Aging	Vendor balances by document age on a selected date	Available
Statement of Cash Flows	Cash flows by activity and account for a period (indirect method)	Available

Limitations:

• A/R Aging and A/P Aging are calculated by document date. Nested lines, such as applied credits, are not shown separately.
• Statement of Cash Flows does not include all of the named totals from the printed report.

Try asking:

• “Which customer invoices are more than 30 days overdue?”
• “Show A/P aging as of today.”
• “Show the cash flow statement for October.”

Financial Statements #

Report	Description	Status
Balance Sheet Standard	Assets, liabilities, and equity by section and account on a selected date	Available
Income Statement	Income, expenses, and subtotals for a period	Available
Trial Balance (Unadjusted)	Debit and credit balances before adjustments on a selected date	Available
Trial Balance (Adjusted)	Opening balances, regular and adjusting activity, and closing balances	Available
General Ledger	Opening balances and activity by account, linked to source documents	In development: currently fails with an error. Run this report in AccountingSuite.

Limitations:

• Balance Sheet Standard: check Retained Earnings against AccountingSuite.
• Income Statement: the report includes both detail lines and subtotals. Do not add them together.

Try asking:

• “Show the balance sheet as of October 31.”
• “Show the income statement for Q3.”
• “Run the adjusted trial balance for October.”

Under Development

Area	Planned features
Reports	General Ledger fix. 29 more reports covering cash and financial results, inventory and costing, projects, CRM and time tracking, and accounting, tax, payroll, and assets.
Document editing	Adding and deleting lines, changing products and units, editing serialized lines, editing posted documents, and editing Disassembly, Dropship Delivery, and Labor Tracking
Payments	Advances, refunds, bank fees, and foreign currency payments
Inventory	Assigning serial numbers only at shipment
Manufacturing	Lots, serial numbers, consignment, and automatic nested assemblies

Tips for Better Results #

The more specific your request, the better the result. Include:

• A date or period: “as of October 31,” “for October,” “for the last 7 days”
• A specific record: a customer, vendor, product, location, project, or employee
• A status: draft, posted, open, or overdue
• The output you want: a list, a total, a breakdown, or a summary by customer or product

Instead of	Try
“Show sales.”	“Show sales details for [customer] for October.”
“Check stock.”	“How many units of [product] are on hand in each location?”
“Who owes us?”	“Show A/R aging as of today and list invoices more than 30 days overdue.”

Before you confirm a request that creates or changes data, check the details. Afterward, review the result in AccountingSuite. This is especially important for Beta features.