MCP tools

Once a client is connected, Somara exposes the full accounting engine as MCP tools. Most tools map to a REST operation documented in the API reference — same behavior, same data, same auth. A few (the payee-rule tools and most of the bank feed) are MCP-only, noted below.

Accounts

Tool	Description
`list_accounts`	List accounts (filterable).
`get_account`	Fetch a single account.
`create_account`	Create an account.
`update_account`	Update an account.
`get_account_tree`	The chart of accounts as a hierarchy.
`get_account_balance`	An account's current balance.
`get_account_ledger`	An account's individual postings.
`seed_accounts`	Seed the standard chart of accounts.

Contacts

Tool	Description
`list_contacts`	List customers and vendors.
`get_contact`	Fetch a single contact.
`create_contact`	Create a contact.
`update_contact`	Update a contact.

Journal entries

Tool	Description
`list_journal_entries`	List journal entries; filter by `status`/date/`reference`/`source`, page with `cursor`, trim columns with `fields`. Lean columns by default (no `source_data`).
`count_journal_entries`	Count entries matching a filter without fetching rows — cheap backlog sizing.
`get_journal_entry`	Fetch a single entry.
`create_journal_entry`	Create an entry (draft or auto-posted); each line takes `account_id` or `account` (code/name).
`batch_create_journal_entries`	Create many entries in one call. Compact response by default; `include_entries` echoes them.
`post_journal_entry`	Post a draft entry. Accepts `idempotency_key` (retry returns the posted entry, not an error).
`batch_post_journal_entries`	Post up to 100 draft entries by id. Compact response by default; `include_entries` echoes them.
`post_journal_entries`	Post all draft entries matching a filter (date/`reference`/`source`) — no id list, no 100 cap; safe to re-run.
`reverse_journal_entry`	Reverse a posted entry.
`discard_journal_entry`	Delete a draft entry.

Import & categorization

Tool	Description
`import_csv`	Bulk-import contacts, pre-balanced journal entries, or a bank statement from a CSV — three targets, all with content de-duplication of re-uploads. See CSV import.
`set_payee_rules`	Memorize payee → account rules so future bank imports auto-categorize matching rows.
`list_payee_rules`	List the memorized payee → account rules.
`delete_payee_rule`	Forget a memorized payee rule.

The payee-rule tools are MCP-only (there's no REST equivalent) — over REST you supply categorization inline via a category_account column or a category_map. Large CSVs are queued on both surfaces — over REST you get a 202 with a job id; over MCP, import_csv returns { status: 'pending', job_id, row_count }. Poll for the result (REST GET /import/jobs/{jobId}, MCP get_import_job). Only files beyond the async cap (50,000 rows) must be split (see CSV import).

Bank feed (Plaid)

Connect a bank in the dashboard — Plaid Link is a human-only browser flow — and transactions stream in, get categorized, and book to the ledger. Agents work the feed (review, categorize, sync) but cannot initiate a connection. See Bank connections and the review-bank-feed skill.

Tool	Description
`list_bank_connections`	Connected banks (Plaid items) with each account, its GL mapping, connection status, and last sync.
`list_bank_transactions`	Staged bank-feed transactions; filter by `review_status` (`needs_review` / `draft_review` / `auto_posted` / `ignored`) and date.
`get_bank_transaction`	Fetch one staged transaction by our id or the Plaid `transaction_id`.
`categorize_bank_transaction`	Set a transaction's contra account and book it; `memorize` the payee to auto-book future matches. Rebooks safely (draft discarded+recreated, posted reversed+recreated).
`sync_bank_account`	Queue a transaction sync for a connection.

These tools are MCP-only except sync_bank_account, which mirrors POST /api/v1/plaid/items/{itemId}/sync; there is no REST endpoint for listing or categorizing the feed.

Periods

Tool	Description
`close_period`	Close an accounting period.
`reopen_period`	Reopen a closed period.
`list_closed_periods`	List closed periods.

Reports

Tool	Description
`get_trial_balance`	Trial balance as of a date.
`get_income_statement`	Income statement (P&L) over a range.
`get_balance_sheet`	Balance sheet as of a date.
`get_cash_flow_statement`	Cash flow statement over a range.
`get_general_ledger`	General ledger over a range.

Every report tool (and get_account_balance / get_account_ledger) is posted-only by default; pass include_drafts: true to fold in unposted drafts — e.g. to validate an import in aggregate before committing it.

Webhooks

Tool	Description
`list_webhooks`	List webhook endpoints.
`get_webhook`	Fetch a single endpoint.
`create_webhook`	Register an endpoint.
`update_webhook`	Update an endpoint.
`delete_webhook`	Remove an endpoint.

Skills & capability requests

Tool	Description
`list_skills`	List the skill catalog.
`get_skill`	Fetch a skill's instructions.
`suggest_capability`	Record a capability request or feedback.

Resources

Beyond tools, the server exposes read-only MCP resources for quick context — chart_of_accounts, recent_transactions, and accounting_skills.

Note

Tool names and behavior are derived from the live server. If a connected client shows a tool not listed here, it reflects a newer server version — the API reference is always the authoritative contract.