Starts the secure Red company connection flow. Use whenever the user wants to connect one or more companies. Returns a one-time connection page URL (no time expiry, but each link works only once). On that page the user can enter a single company or upload a CSV for multiple companies — never in chat. After completing the secure page, the user should return to this chat and provide (copy/paste) the confirmation code shown on the success page. To connect more companies later, start a new connection. Do not ask the user to type credentials into chat.

Claims a completed secure Red connection code for the current MCP session. Use after the user has submitted the secure connection page and returns to this chat with the confirmation code shown on the success page (for example when the MCP session changed after opening the browser). Never exposes connection credentials.

Use when the user asks for an API key, secret, or what key was used. Returns connection status only — never the key. The assistant must not repeat keys from chat history.

Lists company contexts currently connected in this MCP server session. Present the result to the user with the customerMessage text and the plain company names. Do not show technical fields such as credentialType or expiresAt to normal users unless they specifically ask. Connection credentials are never returned.

Clears the API key for a named company context from MCP server memory.

Clears all connection credentials for all company contexts from MCP server memory.

Lists BRC accounts.

Lists BRC customers.

Gets one BRC customer by id.

Lists BRC customers without dormant records.

Lists BRC suppliers.

Gets one BRC supplier by id.

Lists BRC products.

Lists BRC product types.

Lists BRC products without dormant records.

Lists BRC sales entries.

Gets one BRC sales entry by id.

Lists BRC sales invoices.

Gets one BRC sales invoice by id.

Lists BRC purchases.

Gets one BRC purchase by id.

Lists BRC analysis categories. For sales invoice and sales credit note product lines, choose a Sales analysis category that matches the income type. Do not default to a CR/customer category such as CR01 Customer — CR categories are customer control categories, not sales categories. If no clearly correct Sales category stands out, ask the user instead of picking the first plausible-looking one.

Lists BRC VAT rates. Each rate belongs to a VAT category via vatCategoryId (for example Sales, Purchases for Resale, Purchases not for Resale). For a sales invoice or sales credit note line, use a VAT rate whose vatCategoryId is a Sales VAT category, even if a purchase rate has the same percentage. Cross-reference brc_list_vat_categories to group rates by Sales vs Purchase category before choosing.

Lists BRC VAT analysis types.

Lists BRC VAT categories (for example Sales, Purchases for Resale, Purchases not for Resale). Use this to tell which VAT category a VAT rate belongs to. Sales invoices and sales credit notes must use VAT rates from a Sales VAT category, not a purchase category.

Lists BRC VAT types.

Lists BRC company settings.

Lists BRC category types.

Lists BRC owner type groups.

Lists BRC owner types.

Lists BRC user defined fields.

Lists BRC book transaction types.

Lists BRC nominal accounts.

Gets one BRC nominal account by id.

Lists BRC quotes.

Gets one BRC quote by id.

Lists BRC sales credit notes.

Gets one BRC sales credit note by id.

Lists BRC sales reps.

Gets one BRC sales rep by id.

Gets full BRC company setup configuration, including general details, financial year, reference settings, and processing options.

Gets the company logo from BRC.

Gets BRC company financial year.

Gets raw BRC company processing/options settings, including nominal ledger, VAT on cash receipts, gross price entry, margin VAT, reverse charge VAT, VAT discrepancy tolerance, and ageing options. Read-only in Red; changes must be made in Big Red Cloud.

Creates a BRC customer using a raw BRC payload. Does not create or update opening balance transactions. If the user provides an opening balance, warn them that it must be entered directly in Big Red Cloud. Before creating, check whether the customer email appears to match the customer name; if it may be a mismatch, warn the user and ask for confirmation. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Updates a BRC customer using merged fields. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Deletes a BRC customer by id. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Gets a customer's opening balance.

Gets a customer's opening balance transaction list.

Gets a customer's account transactions.

Gets quotes for a specific customer.

Creates a BRC supplier using a raw BRC payload. Does not create or update opening balance transactions. If the user provides an opening balance, warn them that it must be entered directly in Big Red Cloud. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Updates a BRC supplier using merged fields. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Deletes a BRC supplier by id. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Gets a supplier's opening balance.

Gets a supplier's opening balance transaction list.

Gets a supplier's account transactions.

Creates a BRC purchase using structured MCP fields. Requires a reference when the company is configured for manual purchase references; otherwise prefer brc_create_purchase_gen_ref. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Creates a Purchases Book purchase with a generated reference using structured fields. Use when the company is configured for auto-generated purchase references. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Updates a BRC purchase using structured MCP fields. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Deletes a BRC purchase by id using timestamp confirmation. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Creates a BRC sales entry using structured MCP fields. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Updates a BRC sales entry using structured safe text/reference fields. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Deletes a BRC sales entry by id using timestamp confirmation. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Creates a BRC sales invoice using structured MCP fields. Requires a reference when the company is configured for manual sales references; otherwise prefer brc_create_sales_invoice_gen_ref. Draft previews include a Missing or not provided section for blank customer phone or email only — warnings only, do not invent values. Optional. BRC "Note" field on the sales document (JSON field note). Leave blank to default it to the customer name (BRC customer "Name" / JSON name). Do not use the product name as the note. Only set this when the user explicitly provides a note. Optional. BRC "Delivery To" address (JSON field deliveryTo). Leave blank unless the user explicitly provides a delivery address. Do not invent or default a delivery address (for example "MCP Test"). Requires saleRepId and saleRepCode. Do not use default or demo sales rep values. If missing, list sales reps or ask the user to choose one before creating. Requires analysisCategoryId and accountCode from a Sales Analysis category on each product line. Do not default to CR01/Customer or the first listed category. Set confirmCrAnalysisCategory=true only after the user confirms a CR account code is intentional. When Gross Price Entry is enabled for sales invoicing, this tool requires priceBasis. Use priceBasis "gross" when unit prices are VAT-inclusive/gross, or priceBasis "net" when unit prices are VAT-exclusive/net. Do not tell the user to disable Gross Price Entry if they have provided priceBasis. Do not invent productId values and do not use productId 0 or 1 as placeholders. productId 0 and 1 are treated as placeholders and are blocked at runtime before the draft preview and before posting. If a product line is needed, first call brc_list_products and use a real product from the connected company. If no suitable product exists, ask the user whether to create/select a product, or use a service/non-product line only if the endpoint supports it. Sales invoices must use Sales VAT rates. Purchase/non-Sales VAT rates are blocked before draft and before posting, even if the VAT percentage matches. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Creates a BRC sales invoice with an auto-generated reference using a raw BRC payload. Use when the company is configured for auto-generated sales references. Draft previews include a Missing or not provided section for blank customer phone or email only — warnings only, do not invent values. In the raw payload, the BRC "Note" field (JSON note) defaults to the customer name (BRC customer "Name" / JSON name) when omitted and must never be set to the product name; the BRC "Delivery To" address (JSON deliveryTo) is only included when explicitly provided. Optional. BRC "Note" field on the sales document (JSON field note). Leave blank to default it to the customer name (BRC customer "Name" / JSON name). Do not use the product name as the note. Only set this when the user explicitly provides a note. Optional. BRC "Delivery To" address (JSON field deliveryTo). Leave blank unless the user explicitly provides a delivery address. Do not invent or default a delivery address (for example "MCP Test"). Requires saleRepId and saleRepCode. Do not use default or demo sales rep values. If missing, list sales reps or ask the user to choose one before creating. Requires analysisCategoryId and accountCode from a Sales Analysis category on each product line. Do not default to CR01/Customer or the first listed category. Set confirmCrAnalysisCategory=true only after the user confirms a CR account code is intentional. When Gross Price Entry is enabled for sales invoicing, this tool requires priceBasis. Use priceBasis "gross" when unit prices are VAT-inclusive/gross, or priceBasis "net" when unit prices are VAT-exclusive/net. Do not tell the user to disable Gross Price Entry if they have provided priceBasis. Do not invent productId values and do not use productId 0 or 1 as placeholders. productId 0 and 1 are treated as placeholders and are blocked at runtime before the draft preview and before posting. If a product line is needed, first call brc_list_products and use a real product from the connected company. If no suitable product exists, ask the user whether to create/select a product, or use a service/non-product line only if the endpoint supports it. Sales invoices must use Sales VAT rates. Purchase/non-Sales VAT rates are blocked before draft and before posting, even if the VAT percentage matches. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Updates a BRC sales invoice using structured safe text/reference fields. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Deletes a BRC sales invoice by id using timestamp confirmation. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Creates a BRC quote using structured MCP fields. Requires a quote reference when quote references are manual or unknown. Do not use when Quotes reference setting is Unknown unless the user has provided a quote reference. Draft previews include a Missing or not provided section for blank customer phone or email only — warnings only, do not invent values. Requires saleRepId and saleRepCode. Do not use default or demo sales rep values. If missing, list sales reps or ask the user to choose one before creating. Requires analysisCategoryId and accountCode from a Sales Analysis category on each product line. Do not default to CR01/Customer or the first listed category. Set confirmCrAnalysisCategory=true only after the user confirms a CR account code is intentional. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Creates a BRC quote with a generated reference using structured MCP fields. Use only when quote references are auto-generated in Big Red Cloud, or when the user has confirmed auto-generate after Quotes reference setting was Unknown. Draft previews include a Missing or not provided section for blank customer phone or email only — warnings only, do not invent values. Requires saleRepId and saleRepCode. Do not use default or demo sales rep values. If missing, list sales reps or ask the user to choose one before creating. Requires analysisCategoryId and accountCode from a Sales Analysis category on each product line. Do not default to CR01/Customer or the first listed category. Set confirmCrAnalysisCategory=true only after the user confirms a CR account code is intentional. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Updates a BRC quote using structured safe text/reference fields. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Closes a BRC quote. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Reopens a BRC quote. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Deletes a BRC quote by id using timestamp confirmation. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Generates a sales invoice from a BRC quote. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Creates a BRC sales credit note using structured MCP fields. Requires a reference when the company is configured for manual sales references; otherwise prefer brc_create_sales_credit_note_gen_ref. Requires saleRepId and saleRepCode. Do not use default or demo sales rep values. If missing, list sales reps or ask the user to choose one before creating. Requires analysisCategoryId and accountCode from a Sales Analysis category on each product line. Do not default to CR01/Customer or the first listed category. Set confirmCrAnalysisCategory=true only after the user confirms a CR account code is intentional. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Creates a BRC sales credit note with an auto-generated reference using a raw BRC payload. Use when the company is configured for auto-generated sales references. Requires saleRepId and saleRepCode. Do not use default or demo sales rep values. If missing, list sales reps or ask the user to choose one before creating. Requires analysisCategoryId and accountCode from a Sales Analysis category on each product line. Do not default to CR01/Customer or the first listed category. Set confirmCrAnalysisCategory=true only after the user confirms a CR account code is intentional. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Updates a BRC sales credit note using structured safe text/reference fields. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Deletes a BRC sales credit note by id using timestamp confirmation. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Creates a BRC sales rep using structured MCP fields. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Updates a BRC sales rep using structured MCP fields. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Deletes a BRC sales rep by id using timestamp confirmation. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Gets nominal accounts for specific ids by calling GET /v1/nominalAccounts/{id} for each id.

Creates a grouped nominal accounts report from GET /v1/nominalAccounts, grouping by account group/type fields when available.

Creates a grouped nominal accounts report for multiple companies using GET /v1/nominalAccounts for each company.

Lists BRC cash payments.

Gets one BRC cash payment by id.

Creates a BRC cash payment. Use supplierId + ledger for supplier payments, bankAccountId + lodgement for bank lodgements, or analysisCategoryId + accountCode for analysed expenses. Analysis categories must be from the Cash Payments book (CP01-CP03) and accountCode must match the category. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Updates a BRC cash payment using merged fields. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Deletes a BRC cash payment by id. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Processes a batch of BRC cash payments. Maximum 5 items per batch request. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Lists BRC cash receipts.

Gets one BRC cash receipt by id.

Creates a BRC cash receipt. Accepts either a raw payload object or common flat fields. entryDate/procDate default to today. VAT rate fields are only sent when the company's VAT on Cash Receipt setting is enabled. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Updates a BRC cash receipt using merged fields. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Deletes a BRC cash receipt by id. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Processes a batch of BRC cash receipts. Maximum 5 items per batch request. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Lists BRC payments.

Gets one BRC payment by id.

Creates a BRC payment from the Payments book. Use supplierId for supplier payments, or analysisCategoryId + accountCode for analysed bank payments. Analysis categories must be from the bank's Payments book (BP01-BP06) and accountCode must match the category. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.