Umbrella MCP Server

# Claude Desktop - Umbrella Cost MCP Instructions ## IMPORTANT: Customer Detection for MSP Users When using the Umbrella Cost API for MSP (Managed Service Provider) users, the system now includes automatic customer detection from natural language queries. ### How to Use Customer Detection When calling cost-related endpoints (`api___invoices_caui`, `api___recommendationsNew_heatmap_summary`, etc.), **ALWAYS** include the `userQuery` parameter with the user's natural language query. This enables automatic customer detection. #### Example Usage: **User says:** "Show me Bank Leumi costs for last month" **You should call:** ```json { "name": "api___invoices_caui", "arguments": { "userQuery": "Show me Bank Leumi costs for last month", "startDate": "2025-08-01", "endDate": "2025-08-31", "groupBy": "none", "periodGranLevel": "month", "costType": ["cost", "discount"], "isUnblended": true, "cloud_context": "aws" } } ``` ### Supported Customer Names The system automatically detects customer names like: - **Bank Leumi** → Maps to account key 22676, division 139 - **Bank Hapoalim** → Maps to account key 16185, division 1 - **Mizrahi Tefahot** - **Discount Bank** - And 350+ other MSP customers ### Important Notes: 1. **ALWAYS include userQuery** - Pass the user's original query in the `userQuery` parameter 2. **Customer detection is automatic** - You don't need to manually set `customer_account_key` 3. **Division ID is handled** - The system automatically uses the correct division ID for each customer 4. **Works for all cost endpoints** - Customer detection works for: - `/invoices/caui` (cost analysis) - `/recommendationsNew/heatmap/summary` (recommendations) - `/anomaly-detection` (anomaly detection) - `/recommendations/report` (legacy recommendations) ### Authentication Required Before making any API calls, authenticate the MSP user: ```json { "name": "authenticate_user", "arguments": { "username": "david+allcloud@umbrellacost.com", "password": "B4*zcI7#F7poEC" } } ``` ### Getting Customer List To see all available customers: ```json { "name": "api___users_plain_sub_users", "arguments": {} } ``` This returns the `customerDivisions` object with all customer names and their account mappings.