List curated Manager.io capabilities. Default is read-only (30 tools). Task tools register when write scopes match; CRUD tools are deprecated unless raw scope is set.

Identify exactly which manager-mcp process you're connected to: package version, local source path, git commit (+ dirty flag), pid, process start time, registered tool count/names, transport, and effective scopes. Read-only, no Manager API call. Run this after any source edit + reload to confirm the new code is actually live -- pid and process_started_at change on a real restart even when git_sha does not (uncommitted edits), which is the reliable signal.

Search/page a curated collection. Core: customers, suppliers, sales_invoices, purchase_invoices, chart_of_accounts, bank_accounts. Also writable domains when present in discovery (e.g. receipts, payments, sales_quotes). bank_accounts is the searchable collection; use bank_balances for snapshot balances.

Fetch one collection record by GUID via Manager form endpoint (e.g. /customer-form/{key}). chart_of_accounts has no single form. For bank/cash account detail use resource=bank_accounts (not bank_balances).

Fetch one Fixed Asset form by key (read-only).

CURRENT customer balances only (read-only). Not an aged report and not as at any past date; rejects from_date/to_date. For a labelled as-at reconstruction use reconstructed_aged_receivables.

CURRENT supplier balances only (read-only). Not an aged report and not as at any past date; rejects from_date/to_date. For a labelled as-at reconstruction use reconstructed_aged_payables.

CURRENT bank/cash balances only (read-only; rejects dates). For search/drill-in of individual accounts use list_records/get_record on bank_accounts.

Raw /trial-balance-transactions rows (read-only). NOT Manager's Trial Balance report and no account per row; see reconstructed_trial_balance.

Raw /profit-and-loss-statement-transactions rows (read-only). NOT Manager's Profit and Loss Statement; see reconstructed_profit_and_loss.

Raw /balance-sheet-transactions rows (read-only). NOT Manager's Balance Sheet and no account per row; see reconstructed_trial_balance.

Raw /tax-summary-transactions rows (read-only). No date support and not a VAT return; for dated tax rows use ledger_transactions with tax_only=true.

Exact-match structured filter over a collection (client-side; Manager's own query API has no field-value filter, only term/sort/paging). filters is {field_name: expected_value}; every field must match exactly. Never does fuzzy/partial/amount-only matching.

Payments/receipts whose structured AR/AP invoice-Key line reference does not resolve to any current invoice -- the general form of a 'missing invoice' (e.g. a supplier payment structurally allocated to a Purchase Invoice Key that doesn't exist yet). Never uses the transaction's free-text description to decide this.

Receipts/payments with no AR/AP invoice allocation on any line.

Exact-match duplicate detector: Customer/Supplier + Reference + Date + total + line signature must ALL match. Partial matches are returned as unresolved, never flagged as duplicates.

Self-computed invoice balance: invoice total (its own Lines) vs. the sum of every receipt/payment line that structurally allocates to it. Does not trust any computed 'balance' field Manager may or may not expose on the form response.

Every structured Lines[] entry across all transaction types whose Account matches the given chart-of-accounts key -- the closest available view to a per-account general ledger (Manager exposes no native GL-by-account endpoint).

Money-in/out for one bank/cash account, assembled from receipts (ReceivedIn), payments (PaidFrom) and transfers referencing it. Manager has no separate 'bank transaction' entity to read directly.

Chart-of-accounts rows whose structured Name matches common placeholder-account naming (suspense, uncategorised, clearing, ...). Candidates for human confirmation only -- never treated as the suspense account automatically, and never based on any transaction's free-text description.

Single-pass general-ledger consistency check: sums every Lines[] Amount (or Debit-Credit) grouped by Account across all transaction types. overall_net should be ~0 in a balanced ledger; per_account_net surfaces accounts worth investigating.

Read-only PERIOD reconciliation report composed entirely from Manager's own transaction data (no external system is consulted). Every exception carries exact Manager Keys. P&L/Balance Sheet/VAT sections surface raw transaction feeds with an explicit notice where Manager API2 does not expose computed report totals -- never a fabricated total.

Invoice-reconstruction attempts (propose_*invoice_reconstruction / apply*_invoice_reconstruction) that started but have not completed: the created invoice's key if one exists, which cited transactions have been repointed, and which remain. Calling apply again with the same proposal_token resumes from exactly this state rather than starting over. Reads only the local audit log; makes no Manager API call.

Read-only catalogue of Manager report types: which API representation exists (settings only, raw feed, current state), which date parameters exist, which views are application-only, and which MCP tool covers each. Also classifies the legacy report tools (current state vs raw feed vs reconstruction).

Read-only GET of a stored Manager report definition (settings only, never calculated rows). report_type is e.g. 'aged-receivables' or 'trial-balance' (without '-form'); key is the definition GUID. Manager has no list endpoint for definitions, so the key must be known. Never creates or edits definitions.

Historical transaction data from Manager's account-level /transactions ledger (GET only). Every row names its account, type, counterparty, tax fields, debit, credit and signed amount (debit positive). Manager ignores dates on this endpoint, so from_date/to_date (YYYY-MM-DD) are filtered here; the full ledger is fetched and completeness reported. Results page with skip/limit (default 500, max 5000). Not a finished report; not an as-at balance.

RECONSTRUCTED trial balance from the /transactions ledger as at a date (authoritative: false; not Manager's Trial Balance). Balance sheet accounts are cumulative to as_at; P&L accounts cover period_start..as_at (default 1 Jan of the as_at year, an assumption); earlier P&L is one prior-periods line. Reports whether debits equal credits.

RECONSTRUCTED profit and loss by account for a period from the /transactions ledger (authoritative: false; not Manager's Profit and Loss Statement, no group layout).

RECONSTRUCTED aged receivables as at a date from the /transactions ledger (authoritative: false; NOT Manager's Aged Receivables report). Ages by transaction date with oldest-first allocation; returns the control account total and whether party balances sum to it. Never treat as official.

RECONSTRUCTED aged payables as at a date from the /transactions ledger (authoritative: false; NOT Manager's Aged Payables report). Same method and caveats as reconstructed_aged_receivables.