check_account_config
ChatGPTCheck account configuration health for one or more clients. Verifies if critical accounts (PAYE, Dividends, DLA, Entertainment) are configured, using the same control account settings as the dashboard (get_client_stats). Supports bulk operations (max 20 clients).
client_access
ChatGPTList practice users who have been explicitly granted access to clients. Results use cursor-based pagination (50 per page). total_count gives the total number of clients across all pages. Admins and client managers are excluded because they always have access to all clients.
client_list
ChatGPTList clients for a practice. Use this to find a client_crn, which client-scoped tools require. Data health tools only work for clients whose modules include DATA_HEALTH. Results use cursor-based pagination (50 per page). Pass the end_cursor value as the after parameter to fetch the next page. total_count gives the total number of matching clients across all pages. Per client, item_delay is the average number of days from a document's date to its upload, and publishing_delay is the average number of days from upload to publish or archive. submission_methods counts documents submitted in the last 30 days by method, costs and sales combined, excluding expense reports. managed_frequency is omitted when no bookkeeping frequency is set.
client_managers
ChatGPTList account managers (assignee and reviewer) for clients in a practice. Results use cursor-based pagination (50 per page). total_count gives the total number of clients across all pages. account_managers lists users assigned directly or through a team; account_manager_via_team names the teams.
client_users
ChatGPTList users of a client account. Results use cursor-based pagination (50 per page). Returns the client's own users. Use client_access for practice users who can access this client. total_count gives the total number of users across all pages.
colleague_time_spent
ChatGPTTime spent by a specific colleague broken down by client. Shows which clients a colleague has worked on and how much time they spent on each. Results use cursor-based pagination (20 per page). Pass the end_cursor value as the after parameter to fetch the next page. total_count gives the total number of clients this colleague worked on across all pages. Times are in minutes. total_time_minutes and percentage_of_total cover all the colleague's clients for the period, not just the returned page. Use team_time_spent first to list colleagues and obtain the email this tool requires.
get_client_activity
ChatGPTGet activity data for one or more clients: turnover and counts of sales, bills, credits, manual journals and bank transactions for the latest month, with the change on the previous month and on the same month last year, and the date of the last ledger activity. Supports bulk operations (max 20 clients).
get_client_stats
ChatGPTGet financial dashboard and reporting statistics for one or more clients. Includes revenue, expenses, profit, cash flow, health scores, and other key metrics. Supports bulk operations (max 20 clients).
get_ct_estimate
ChatGPTCalculate Corporation Tax estimate for a UK client for a specific accounting period. Returns total revenue, total expenses, profit before tax, applicable CT rate, and estimated CT liability. The period cannot be longer than 12 months; for a shorter period the 50k and 250k profit limits are reduced by days in the period / 365, as HMRC does.
get_vat_return
ChatGPTCalculate VAT return summary for a UK client for a specific period. Returns total VAT on sales, VAT on purchases (including capital purchases), net VAT payable/reclaimable, effective VAT rate, detailed tax code breakdown and the client's VAT scheme. Figures are on an accrual basis over the exact dates, ignoring the VAT scheme and late claims, so they can differ from the dashboard VAT estimate in get_client_stats (vat.calculatedTax).
get_xero_bank_balances
ChatGPTGet live bank account balances directly from Xero for a connected client. Returns current balances for all bank accounts. Requires the client to be connected to Xero.
invoice_lookup
ChatGPTFind an invoice by its invoice number (exact match, case-insensitive). Returns invoice details including dates, amounts, status, and contact information. Invoice numbers are not always unique: when several invoices share the number, the response has count and an invoices list (newest first) instead of invoice. To list or filter many invoices, use list_invoices.
list_aged_payables
ChatGPTGet aged payables (creditors) breakdown for a client: money the client owes suppliers, as at the dashboard reporting date. Shows outstanding bills, credit notes and overpayments grouped by days past due (0-30, 31-60, 61-90, 90+). Summary totals cover all suppliers, not just the returned page. For money owed to the client, use list_aged_receivables.
list_aged_receivables
ChatGPTGet aged receivables (debtors) breakdown for a client: money customers owe the client, as at the dashboard reporting date. Shows outstanding invoices, credit notes and overpayments grouped by days past due (0-30, 31-60, 61-90, 90+). Summary totals cover all customers, not just the returned page. For money the client owes suppliers, use list_aged_payables.
list_assets
ChatGPTGet fixed asset register for a client. Returns asset cost, depreciation, asset type, purchase date, and book value. Summary totals cover every asset matching the status filter, not just the returned page.
list_checks
ChatGPTList workflow checks available for the practice. Returns check names, descriptions, associated insights, and active status.
list_flows
ChatGPTList workflows (flows) for a specific organisation. Returns workflow details including status, progress, assigned user, and dates. Filter by client CRN, status, or assigned user.
list_insights
ChatGPTList the Data Health insight types: name, description, category and typical severity. The catalogue is the same for every client; severity is not a result for this client. dismissedFindings counts the individual findings users have dismissed for this client. For this client's current results, use get_client_stats.
list_invoices
ChatGPTList invoices for a client. Returns invoice details including dates, amounts (total, due, paid, credited), status, and contact information. To look up invoices by invoice number, use invoice_lookup.
list_journals
ChatGPTList journals (accounting entries) for a client. Filter by date range, source type, or search by reference, narration or line description. Summary totals cover all journals matching the filters, not just the returned page. For payroll journals specifically, use list_wages_journals.
list_wages_journals
ChatGPTList wages/payroll journals for a client within a specific period: journals posting to wage expense accounts (wages, salaries, employer NIC, pensions, directors' remuneration). Amounts are the signed movement on those accounts, so reversed payslips net off. Summary totals cover all matching journals, not just the returned page. Helps identify if wages journals are missing or need posting.
organisations
ChatGPTList the practices (also called organisations) the current user can access. Start here: every other tool needs a practice_crn, and this returns the available ones.
practice_users
ChatGPTList users of a practice. Results use cursor-based pagination (50 per page). Pass the end_cursor value as the after parameter to fetch the next page. Returns the practice's staff; use client_users for a client's own users. total_count gives the total number of users across all pages.
submit_feedback
ChatGPTSend the user's feedback about this MCP to the Dext team. Call it when the user hits a bug, a blocker, or a missing capability, or asks to send feedback. Only send with the user's agreement. Do not include the conversation transcript.
team_time_spent
ChatGPTTime spent by colleagues in the practice. Shows each colleague's total time spent, number of active clients, and active days. Results use cursor-based pagination (20 per page). Pass the end_cursor value as the after parameter to fetch the next page. total_count gives the total number of colleagues with time tracked across all pages. time_spent is in minutes. For one colleague's breakdown by client, use colleague_time_spent. For time by client, use time_spent.
time_spent
ChatGPTTime distribution across clients for the practice. Shows which clients consume the most time. Sorted by time spent. Results use cursor-based pagination (20 per page). Pass the end_cursor value as the after parameter to fetch the next page. total_count gives the total number of clients with time tracked across all pages. Times are in minutes. total_practice_time_minutes and percentage_of_total cover the whole practice for the period, not just the returned page. For time grouped by colleague rather than client, use team_time_spent or colleague_time_spent.
check_account_config
Claudeclient_access
Claudeclient_list
Claudeclient_managers
Claudeclient_users
Claudecolleague_time_spent
Claudeget_client_activity
Claudeget_client_stats
Claudeget_ct_estimate
Claudeget_vat_return
Claudeget_xero_bank_balances
Claudeinvoice_lookup
Claudelist_aged_payables
Claudelist_aged_receivables
Claudelist_assets
Claudelist_checks
Claudelist_flows
Claudelist_insights
Claudelist_invoices
Claudelist_journals
Claudelist_wages_journals
Claudeorganisations
Claudepractice_users
Claudesubmit_feedback
Claudeteam_time_spent
Claudetime_spent
Claude
