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Puzzle

by io.puzzle
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Server Details

Startup accounting: cash, burn, runway, financial statements, transactions, bills and invoices.

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Status
Unhealthy
Uptime
53.7% over 22 days
OAuth
Works in Glama
Last Tested
Transport
Streamable HTTP
URL

TDQS

B3.2/5.0

Scored across 173 tools

Disambiguation2/5

With 173 tools, several clusters have overlapping purposes: transaction edits (bulkUpdateTransactions, updateTransactionDescriptors, updateTransactionMemo, updateSplit), revenue recognition (listContractLines vs listContractLinesGroupedBy, getRevenueSchedule vs listRevenueSchedules, listRevRecPolicies), and cash/reporting analytics (getReport, getReportFlux, getCashFlowForecast, getRunwayProjection). Descriptions are detailed, but an agent still faces many near-identical verbs and must carefully disambiguate by workflow context.

Naming Consistency2/5

Most tools are camelCase, but a meaningful minority use snake_case (disable_write_access, get_skill, list_skills, list_companies, user_ack, upgrade_puzzle) and some names are not verb_noun (inServiceFixedAsset). Mixing camelCase and snake_case conventions across 173 tools makes selection less predictable.

Tool Count1/5

173 tools is an extreme mismatch for a single MCP server, far beyond the typical 3–15 range. Even for a broad accounting platform, this volume overwhelms tool selection and increases the chance of misselection.

Completeness3/5

The surface covers many domains: transactions, bills, invoices, payroll, revenue recognition, reconciliation, reporting, and admin. However, core CRUD gaps exist, including no createVendor/updateVendor/deleteVendor (only list and merge), no reverseJournalEntry despite being referenced, and no update/delete operations for employees or contractors.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 5 tool updates
    • ChangedcreateCategorizationRule1 field changed
      • changedInput schema / properties / effectiveAt / description
        Previous value: -"Optional: Date or date-time (ISO 8601, e.g. '2026-07-01') from which the rule takes effect; a bare date means midnight UTC. Only existing transactions dated on or after this date are recategorized; future transactions always match. If omitted, ALL existing matching transactions are recategorized. Required when the company has locked (closed) periods — must be after the locked period ends. A past date retroactively changes already-categorized transactions, so confirm the date with the user before backdating; prefer the start of the current open period unless retroactive application is explicitly wanted."New value: +"Optional: Date or date-time (ISO 8601, e.g. '2026-07-01') from which the rule takes effect; a bare date means midnight UTC. Only existing transactions dated on or after this date are recategorized; future transactions always match. If omitted, all existing matching transactions after any locked (closed) period are recategorized. When the company has locked periods, it must be after the locked period ends. A past date retroactively changes already-categorized transactions, so confirm the date with the user before backdating; prefer the start of the current open period unless retroactive application is explicitly wanted."
    • ChangedcreateJournalEntry2 fields changed
      • changedInput schema / properties / items / items / properties / customerName / description
        Previous value: -"Optional customer name to associate with this line."New value: +"Optional customer name to associate with this line. Matches an existing customer exactly or by unique prefix; a name that matches no customer leaves the line without one."
      • changedInput schema / properties / items / items / properties / vendorName / description
        Previous value: -"Optional vendor name to associate with this line."New value: +"Optional vendor name to associate with this line. Matches an existing vendor exactly or by unique prefix; a name that matches no vendor creates one."
    • ChangedcreateMemory1 field changed
      • addedInput schema / properties / isFirmWide
        Added value: +{
+  "description": "If true, share this memory with your firm's team on this company. Firm memories are never visible to the client.",
+  "type": "boolean"
+}
    • ChangedlistMemories1 field changed
      • changedInput schema / properties / includeCompanyWide / description
        Previous value: -"If true, include company-wide memories in the results. Defaults to true."New value: +"If true, include company-wide memories and eligible firm memories in the results. Defaults to true."
    • ChangedupdateJournalEntry2 fields changed
      • changedInput schema / properties / items / items / properties / customerName / description
        Previous value: -"Optional customer name."New value: +"Optional customer name. Matches exactly or by unique prefix; an unknown name leaves the line without a customer."
      • changedInput schema / properties / items / items / properties / vendorName / description
        Previous value: -"Optional vendor name."New value: +"Optional vendor name. Matches exactly or by unique prefix; an unknown name creates the vendor."
  2. 2 tool updates
    • AddedconnectIntegration
    • ChangedcreateInvoice2 fields changed
      • changedInput schema / properties / status / description
        Previous value: -"Invoice status (defaults to Draft, can be Draft or Posted/Open)."New value: +"Invoice status: Draft (the default) or Posted."
      • changedInput schema / properties / status / enum
        Previous value: -[
-  "Deleted",
-  "Draft",
-  "Paid",
-  "Posted",
-  "Voided"
-]New value: +[
+  "Draft",
+  "Posted"
+]
  3. 2 tool updates
    • AddedresendInvoiceEmail
    • AddedsendInvoiceEmail
  4. 170 tool updates
    • First observedactivatePrepaid
    • First observedaddCompanyBenefit
    • First observedaddContractor
    • First observedaddEmployee
    • First observedaggregateAuditLog
    • First observedaggregateTransactions
    • First observedapplyCashApplicationProposal
    • First observedapplyCategorizationProposal
    • First observedapplyClassToEntity
    • First observedapproveLedgerReconciliation
    • First observedbulkApplyClassification
    • First observedbulkUpdateTransactions
    • First observedbulkUpsertPayrolls
    • First observedbulkVoidInvoices
    • First observedcheckDirectIngestFileStatus
    • First observedconfirmContractLine
    • First observedcreateBill
    • First observedcreateCategorizationRule
    • First observedcreateClassSegment
    • First observedcreateCoaAccount
    • First observedcreateCreditMemo
    • First observedcreateCustomer
    • First observedcreateCustomerPayment
    • First observedcreateEntityFromParsedDocument
    • First observedcreateFixedAsset
    • First observedcreateInvoice
    • First observedcreateJournalEntry
    • First observedcreateManualAccount
    • First observedcreateManualTransactions
    • First observedcreateMemory
    • First observedcreatePrepaid
    • First observedcreateReportingClass
    • First observeddeactivateCategorizationRule
    • First observeddeleteJournalEntry
    • First observeddeleteLedgerReconciliation
    • First observeddeleteMemory
    • First observeddeletePrepaid
    • First observeddeleteTransaction
    • First observeddetectTransactionAnomalies
    • First observeddiagnoseLedgerReconciliation
    • First observeddisable_write_access
    • First observeddisposeFixedAsset
    • First observeddownloadAccrualRevenueReport
    • First observedextractStoredFileText
    • First observedget_skill
    • First observedgetAccountSourceWindows
    • First observedgetAccrualRevenueAnalysis
    • First observedgetAccrualRevenueByAccount
    • First observedgetAccrualRevenueByCustomer
    • First observedgetAccuracyCheck
    • First observedgetAPAging
    • First observedgetARAging
    • First observedgetArrMetrics
    • First observedgetAuditLog
    • First observedgetBankStatements
    • First observedgetBill
    • First observedgetBurnRateAnalysis
    • First observedgetCashFlowForecast
    • First observedgetCashOutDateProjection
    • First observedgetCashTrendAnalysis
    • First observedgetFundraiseDateRecommendation
    • First observedgetGLRollforward
    • First observedgetInvoice
    • First observedgetLedgerEntries
    • First observedgetLedgerReconciliation
    • First observedgetManualJournalEntries
    • First observedgetMemory
    • First observedgetParsedPayroll
    • First observedgetPartnerRemittanceStatement
    • First observedgetPayoutReportSummary
    • First observedgetPayroll
    • First observedgetPrepaid
    • First observedgetPrepaidRollforwardData
    • First observedgetPrepaidSchedulePreview
    • First observedgetReport
    • First observedgetReportFlux
    • First observedgetRevenueReconciliationSummary
    • First observedgetRevenueSchedule
    • First observedgetRunwayProjection
    • First observedgetStatementTransactions
    • First observedgetTransactions
    • First observedgetUnassignedPartnerServiceCollections
    • First observedgetVendorSpending
    • First observedimportParsedPayoutReport
    • First observedimportParsedPayroll
    • First observedimportParsedStatementTransactions
    • First observedinServiceFixedAsset
    • First observedlinkBillToPayment
    • First observedlinkPaymentToInvoices
    • First observedlinkStoredFileToEntity
    • First observedlist_companies
    • First observedlist_skills
    • First observedlistAccounts
    • First observedlistAccuracyChecks
    • First observedlistBillLines
    • First observedlistBills
    • First observedlistCards
    • First observedlistCategorizationRules
    • First observedlistChartOfAccounts
    • First observedlistCompanyBenefits
    • First observedlistContractLines
    • First observedlistContractLinesGroupedBy
    • First observedlistCustomerPayments
    • First observedlistCustomers
    • First observedlistFixedAssets
    • First observedlistInvoices
    • First observedlistLedgerReconciliations
    • First observedlistMemories
    • First observedlistPayrolls
    • First observedlistPrepaids
    • First observedlistReportingClasses
    • First observedlistRevenueSchedules
    • First observedlistRevRecPolicies
    • First observedlistVendors
    • First observedlistWorkers
    • First observedmarkBillPaid
    • First observedmarkPartnerServiceCollectionsRemitted
    • First observedmatchPaymentToInvoices
    • First observedmergeVendors
    • First observedparseDocument
    • First observedpreviewRevenueSchedule
    • First observedproposeCashApplication
    • First observedproposeCategorization
    • First observedproposeStatementImport
    • First observedrecategorizeBill
    • First observedrecategorizeInvoice
    • First observedreconcileStatementAgainstAccount
    • First observedremoveClassFromEntity
    • First observedremoveCustomerPayments
    • First observedremoveInvoice
    • First observedremoveProposedCashApplicationItems
    • First observedremoveProposedCategorizationItems
    • First observedremoveProposedImportRows
    • First observedresetLedgerReconciliation
    • First observedresolveAccuracyCheck
    • First observedsearchMemories
    • First observedsetAccountSourceWindows
    • First observedsetClassSegmentHidden
    • First observedsetCoaAccountHidden
    • First observedsetOpeningBalance
    • First observedsplitTransaction
    • First observedstartLedgerReconciliation
    • First observedunapproveLedgerReconciliation
    • First observedunconfirmContractLine
    • First observedunlinkBillPayment
    • First observedunlinkPaymentFromInvoice
    • First observedunsplitTransaction
    • First observedupdateBill
    • First observedupdateCoaAccount
    • First observedupdateContractLine
    • First observedupdateCustomer
    • First observedupdateFixedAsset
    • First observedupdateInvoice
    • First observedupdateJournalEntry
    • First observedupdateLedgerReconciliationEntries
    • First observedupdatePrepaid
    • First observedupdateSplit
    • First observedupdateTransactionDescriptors
    • First observedupdateTransactionMemo
    • First observedupgrade_puzzle
    • First observedupsertFixedAssetForDetail
    • First observedupsertRevRecPolicy
    • First observeduser_ack
    • First observedvoidBill
    • First observedvoidCreditMemo
    • First observedvoidFixedAsset
    • First observedvoidInvoice
    • First observedvoidPrepaid
    • First observedwriteExcel
    • First observedwriteFile

Publisher details

Operator
Puzzle Financial
Operator website
https://puzzle.io
Vendor relationship
First-party
Documentation
https://puzzle.io/api-mcp
Trust center
Not applicable
Restrictions
Paid plan required.

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