Returns the current Synder Importer account: email, name, status, subscription, and connected-company count. Call this first to verify the IMPORTER_API_TOKEN is valid.

Lists all accounting companies connected to the Importer account (QuickBooks Online via 'intuit', Xero via 'xero'). Use the returned 'id' as companyId for downstream tools.

Returns per-company import settings (dateFormat, document-number behavior, product/account auto-creation, duplicate-skip). Check dateFormat before importing — CSV date columns must match.

Updates per-company import settings. Pass only the fields you want to change inside 'settings' (e.g. { dateFormat: 'dd/MM/yyyy' }). Fetch current values with get_settings first so you don't clobber unrelated fields. Returns the updated settings.

Lists importable entity types for a company (Invoice, Bill, JournalEntry, Customer, Vendor, etc.). Use the returned 'name' as entityName for get_fields and import tools.

Returns the field schema for an entity in a company: every field with its type, required flag, alternativeTitles, and predefinedValues. Use to build or verify a mapping before running an import.

Lists field mappings saved for a company. Each mapping is reusable across imports of the same entity type.

Creates a new field mapping for an entity (e.g. 'Journal Entry', 'Bill', 'Invoice'). Look up valid target fields with get_fields first. Returns the created mapping including its id.

Replaces an existing mapping in full. Fetch the current mapping with list_mappings first and send the whole desired shape — this is a PUT, not a patch. Returns the updated mapping.

Deletes a saved mapping. Irreversible. Imports that referenced this mapping keep their historical record but new imports can no longer pick it.

Lists recent imports for a company with status and timestamps. Use to find an importId for status / results / revert / cancel.

Returns a single import's current status and summary (total / succeeded / failed / warnings). Status lifecycle: SCHEDULED → IN_PROGRESS → FINISHED | FINISHED_WITH_WARNINGS | FAILED | CANCELED. FINISHED can transition to REVERTING → REVERTED.

Returns per-row results for a finished import. Filter by 'type' (INFO / WARNING / ERROR) to surface only failures. Paginated — defaults to 20 rows per page, max 100.

Uploads a CSV/XLSX file and starts an import using an existing mapping. The MCP server reads the file from disk — pass an absolute path. Returns the created import object including importId. Status starts as SCHEDULED — poll get_import_status or use wait_for_import. Limits: .csv/.xlsx/.xls only, 50MB max.

Uploads a file and asks the server to auto-map columns to the target entity. Set dryRun=true to get the proposed mapping back without creating an import — useful for showing the user what will happen and asking 'does this look right?' before committing. Set dryRun=false (default) to auto-map and import in one call.

Cancels a SCHEDULED or IN_PROGRESS import. Already-imported rows are NOT rolled back — use revert_import for that. Returns the updated import status.

Reverts a FINISHED or FINISHED_WITH_WARNINGS import — deletes the QuickBooks/Xero entries the import created, using their live SyncTokens. Status transitions FINISHED → REVERTING → REVERTED. Confirm with the user before calling — irreversible from their perspective.

Polls get_import_status until the import reaches a terminal state (FINISHED, FINISHED_WITH_WARNINGS, FAILED, CANCELED, REVERTED). Exponential backoff (2s → 1.5× → cap 30s). Default timeout 600s — if exceeded, returns { status: 'POLLING', importId, lastSeen } so the LLM can re-call. Includes a per-type result count summary on terminal states (INFO / WARNING / ERROR; null if the server didn't return totals).

Happy-path CSV/XLSX importer. Two-step: first call (without confirmed) auto-resolves the company, uploads the file, and returns the server's proposed mapping plus any missingRequired fields — show this to the user. Re-call with confirmed=true (and the same filePath) to run the real import and poll until it terminates. Returns { stage: 'DRY_RUN' | 'DONE', importId?, status, summary?, proposedMapping?, missingRequired? }.