List invoices/quotes/credit-notes with totals, status, line items, client and payments. These are sales documents; for recorded income entries use list_income, and for raw bank-feed lines use list_transactions.
ConnectorOAuth
761,740 tools. Updated 2026-11-09 23:44
"A bank account to use for payments" matching MCP tools:
- The AUDIT bank reconciliation for one bank account, exactly as Banking → Reconciliation report and Clear transactions show it — so you can work the reconciliation WITH the owner instead of sending them to the app. Returns (1) `report`: balance per bank statement (or "Not stated" when the statement carries no closing balance — pass `balance` from the paper statement to work it through; used for this answer only, never stored), less unpresented payments, add deposits not yet credited, adjust for statement lines not yet in the books, = balance per books worked from the statement, beside the ledger balance and the UNEXPLAINED difference (never forced to zero), plus the Clear Transaction listing for the statement period; (2) `clearStep`: the book entries not yet cleared up to the statement date (each with its entryId, date, reference, description, signed amount, and any suggested statement line of the same amount), and the statement lines a tick may pair with (statementLineId, date, amount, remaining); (3) `hints`: the three patterns the page explains, in the page's own words (`explanation`) — a pair of entries that cancel out (`clearDate` is never before the statement starts), a cash sale with no deposit on the statement (never counter-day or POS takings), and an opening balance the books do not hold: none on the account (`kind: missing`) or one dated after the first statement starts (`kind: late`), never given when the report ties; when `actionable` is false, no fix is safe to name, so name none. Pick the account with `bankAccountId` (default: the first bank account), and the statement with `statementId` (default: its latest) or a date with `asOf`. Clear transactions lists 300 rows at a time, oldest first; `offset` reads the next batch. Report lists over 200 rows are truncated, their totals never. Ringgit bank accounts only — a credit card or a foreign-currency account is refused with the page's own sentence. READ-ONLY: to tick entries, file create_bank_clearing_draft; to settle a posted payment against invoices or bills, file create_payment_match_draft. The owner approves both in Taokeh.ConnectorOAuth
- The AUDIT bank reconciliation for one bank account, exactly as Banking → Reconciliation report and Clear transactions show it — so you can work the reconciliation WITH the owner instead of sending them to the app. Returns (1) `report`: balance per bank statement (or "Not stated" when the statement carries no closing balance — pass `balance` from the paper statement to work it through; used for this answer only, never stored), less unpresented payments, add deposits not yet credited, adjust for statement lines not yet in the books, = balance per books worked from the statement, beside the ledger balance and the UNEXPLAINED difference (never forced to zero), plus the Clear Transaction listing for the statement period; (2) `clearStep`: the book entries not yet cleared up to the statement date (each with its entryId, date, reference, description, signed amount, and any suggested statement line of the same amount), and the statement lines a tick may pair with (statementLineId, date, amount, remaining); (3) `hints`: the three patterns the page explains, in the page's own words (`explanation`) — a pair of entries that cancel out (`clearDate` is never before the statement starts), a cash sale with no deposit on the statement (never counter-day or POS takings), and an opening balance the books do not hold: none on the account (`kind: missing`) or one dated after the first statement starts (`kind: late`), never given when the report ties; when `actionable` is false, no fix is safe to name, so name none. Pick the account with `bankAccountId` (default: the first bank account), and the statement with `statementId` (default: its latest) or a date with `asOf`. Clear transactions lists 300 rows at a time, oldest first; `offset` reads the next batch. Report lists over 200 rows are truncated, their totals never. Ringgit bank accounts only — a credit card or a foreign-currency account is refused with the page's own sentence. READ-ONLY: to tick entries, file create_bank_clearing_draft; to settle a posted payment against invoices or bills, file create_payment_match_draft. The owner approves both in Taokeh.ConnectorOAuth
- Orders the renewal of one of the user's LEIs. This commits the user to paying, so only call it after showing the user the price from get_renewal_quote and getting their explicit agreement. paymentMethod 'card' returns paymentUrl, Global FinReg's renewal page for the LEI: give it to the user, who signs in to their Global FinReg account and pays by card there (never ask for card details); the renewal is processed once paid. paymentMethod 'invoice' confirms the renewal straight away and returns the invoice PDF for the user to pay by bank transfer.ConnectorOAuth
- Register an external (non-Moneda) contact with their details. EU Travel Rule requires first name, last name, and country of residence. At least one wallet address or bank account must be provided. For wallets, the user must confirm Base network USDC/EURC/CHFAU/CADD/MXNB support before saving.ConnectorNo auth
- Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection (user re-enters credentials / MFA token and the data refreshes in place) — use it when a connection needs re-authentication (MFA connectors, LOGIN_ERROR, stale non-Open-Finance data). It does NOT consume a connection slot and does NOT require disconnecting first.ConnectorNo auth
Matching MCP Servers
- AlicenseNot gradedqualityBmaintenanceEnables Claude to securely access your own European bank accounts read-only via PSD2, letting you check balances, transactions, and set up alerts through natural language.1MIT
- FlicenseNot gradedqualityDmaintenanceLaunches multiple Browser-Use agents to automatically test websites for UI bugs, broken links, accessibility issues, and other technical problems on both live and localhost sites.833-
Matching MCP Connectors
Browser agents and stealth cloud browsers for AI: run web tasks, fill forms, extract data.
Convert a bank statement to a QBO file that QuickBooks imports, plus OFX.
- Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection (user re-enters credentials / MFA token and the data refreshes in place) — use it when a connection needs re-authentication (MFA connectors, LOGIN_ERROR, stale non-Open-Finance data). It does NOT consume a connection slot and does NOT require disconnecting first.ConnectorNo auth
- Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection (user re-enters credentials / MFA token and the data refreshes in place) — use it when a connection needs re-authentication (MFA connectors, LOGIN_ERROR, stale non-Open-Finance data). It does NOT consume a connection slot and does NOT require disconnecting first.ConnectorNo auth
- Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection (user re-enters credentials / MFA token and the data refreshes in place) — use it when a connection needs re-authentication (MFA connectors, LOGIN_ERROR, stale non-Open-Finance data). It does NOT consume a connection slot and does NOT require disconnecting first.ConnectorNo auth
- Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection (user re-enters credentials / MFA token and the data refreshes in place) — use it when a connection needs re-authentication (MFA connectors, LOGIN_ERROR, stale non-Open-Finance data). It does NOT consume a connection slot and does NOT require disconnecting first.ConnectorNo auth
- Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection (user re-enters credentials / MFA token and the data refreshes in place) — use it when a connection needs re-authentication (MFA connectors, LOGIN_ERROR, stale non-Open-Finance data). It does NOT consume a connection slot and does NOT require disconnecting first.ConnectorNo auth
- Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection (user re-enters credentials / MFA token and the data refreshes in place) — use it when a connection needs re-authentication (MFA connectors, LOGIN_ERROR, stale non-Open-Finance data). It does NOT consume a connection slot and does NOT require disconnecting first.ConnectorNo auth
- Read-only. Returns your current APIHub credit balance (in microdollars and USD), total lifetime spending (microdollars and USD), and total completed request count. Requires a valid API key. Use before apihub_call or apihub_call_external to confirm sufficient funds for a paid request, or periodically to audit usage. Does not modify state, send payments, or call upstream APIs; for top-ups use apihub_topup.ConnectorNo auth
- Get a new API key for an existing Disco account. Sends a 6-digit verification code to the email address. Call discovery_login_verify with the code to receive a new API key. Use this when you need an API key for an account that already exists (e.g. the key was lost or this is a new agent session). Returns 404 if no account exists with this email — use discovery_signup instead. Args: email: Email address of the existing account.ConnectorNo auth
- Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection (user re-enters credentials / MFA token and the data refreshes in place) — use it when a connection needs re-authentication (MFA connectors, LOGIN_ERROR, stale non-Open-Finance data). It does NOT consume a connection slot and does NOT require disconnecting first.ConnectorNo auth
- Record payment for an ACCEPTED job. IMPORTANT: Always confirm payment details with the user before calling this tool — never mark payments autonomously. Job must be in ACCEPTED status (use get_job_status to check). Crypto payments (usdc, eth, sol): provide tx hash + network → verified on-chain instantly, job moves to PAID. Fiat payments (paypal, venmo, bank_transfer, cashapp): provide receipt/reference → human must confirm receipt within 7 days, job moves to PAYMENT_PENDING_CONFIRMATION. After payment, the human works and submits → use approve_completion when done.ConnectorNo auth
- Scan GitHub, Hacker News, and npm for new repos, packages, and discussions in the agent payments ecosystem (AP2, ACP, x402, MPP, UCP). Returns AI-classified and scored opportunities with recommended actions. Use when the user asks about recent activity, new developments, or opportunities in agent payments ('what's new in agent payments?', 'any new x402 repos?', 'scan for opportunities'). Use get_protocol_info instead for static protocol details, or compare_protocols for side-by-side comparison. Costs $0.01 USDC. Accepts: x402 (USDC on Base).ConnectorNo auth
- Get your wallet balance for a specific currency. Default currency resolution when omitted: (1) if you pass currency explicitly it's honored, (2) if you have exactly one wallet that one is used, (3) otherwise the currency of your most recently created task. No stale USD default. Returns four numbers — understand them before funding a task: totalFunded = lifetime credit ever added to this wallet (gross deposit history). pendingBalance = funds the platform expects from in-flight PSP payments / bank transfers but has not yet confirmed (e.g. checkout in progress, IBAN deposit unreconciled). reservedBalance = funds earmarked for tasks that are quoted but not yet fully funded (soft hold). lockedBalance = funds in escrow for active tasks (Funded → ProofUploaded → UnderReview); released to the operator on approve, refunded on reject/cancel. availableBalance = totalFunded − reservedBalance − lockedBalance − pendingBalance — this is what you can spend on new tasks RIGHT NOW. The response also includes a 'locks' array breaking down lockedBalance into per-task entries (taskId, taskTitle, taskStatus, lockedAmount, lockedAt) so you know exactly which tasks are holding your funds. Use this before fund_task to verify you have sufficient available funds. For all currencies at once, use list_wallets. Requires authentication.ConnectorNo auth
- Read-only. Returns your current APIHub credit balance (in microdollars and USD), total lifetime spending (microdollars and USD), and total completed request count. Requires a valid API key. Use before apihub_call or apihub_call_external to confirm sufficient funds for a paid request, or periodically to audit usage. Does not modify state, send payments, or call upstream APIs; for top-ups use apihub_topup.ConnectorNo auth
- Scan GitHub, Hacker News, and npm for new repos, packages, and discussions in the agent payments ecosystem (AP2, ACP, x402, MPP, UCP). Returns AI-classified and scored opportunities with recommended actions. Use when the user asks about recent activity, new developments, or opportunities in agent payments ('what's new in agent payments?', 'any new x402 repos?', 'scan for opportunities'). Use get_protocol_info instead for static protocol details, or compare_protocols for side-by-side comparison. Costs $0.01 USDC. Accepts: x402 (USDC on Base).ConnectorNo auth
- Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection (user re-enters credentials / MFA token and the data refreshes in place) — use it when a connection needs re-authentication (MFA connectors, LOGIN_ERROR, stale non-Open-Finance data). It does NOT consume a connection slot and does NOT require disconnecting first.ConnectorNo auth