accounts_activity
ChatGPTRead an account's recent recorded payment effects and provider fees.
Overview
Economico is the agentic finance function for ambitious founders who want the financial rigor of a company with a finance department, without hiring one. Economico isn’t another copilot or dashboard to learn. Your own agent connects over MCP and does the work, recording each business’s history in a hash-chained, append-only ledger. The agreement is recorded first, so most reconciliation never has to happen. The result is one connected history of what you charge, what each customer agreed to, what they used and what it costs to serve them. Financial statements, cash, runway and revenue all come from that history. Ask what your burn is, then ask which customer, agreement or assumption changed it. Connect your agent and explore a fictional SaaS company before bringing your own books. You choose the business and permissions. Code, Stripe and email access require separate authorization in your agent. Economico records evidence you provide; it does not move money, send invoices, sign agreements or file taxes. Burn and runway depend on the records and assumptions supplied.
Tools
accounts_archive
ChatGPTArchive a financial account; past postings remain in the books. accounts.restore brings it back.
accounts_get
ChatGPTRead one registered financial account and its provider details.
accounts_list
ChatGPTList registered bank accounts, cards and wallets, including archived accounts.
accounts_overview
ChatGPTRead an account's balance, recent movements, spending totals and payment endpoints.
accounts_register
ChatGPTRegister a bank account, card or wallet for bookkeeping; this does not connect a provider or move funds. Use ownerPartyId for a personal account, so the books record what the business owes its owner.
accounts_restore
ChatGPTRestore an archived financial account, so payments can use it again; its history is unchanged. It comes back as not the default: make it the default with accounts.update.
accounts_update
ChatGPTUpdate a financial account label, kind, provider, provider contract, last four digits, network, brand color, logo or default flag (null clears brandColor or logoDocumentId); currency and GL account are immutable, so a kind change must keep card on 2190 and every other kind off it.
activities_archive
ChatGPTArchive a reusable activity for new catalog use. Frozen contracts remain executable.
activities_create
ChatGPTRegister an immutable activity definition. Existing contract terms stay frozen. Discover versions with subjects and documents. Replacement requires the current document ID; replacing with the current definition answers no_change.
activities_replace
ChatGPTReplace an immutable activity definition. Existing contract terms stay frozen. Discover versions with subjects and documents. Replacement requires the current document ID; replacing with the current definition answers no_change.
business_change_fiscal_year
ChatGPTRecord an evidenced fiscal-year change and its transition period. Preview it with business_fiscal_year_change_preview first; earlier history is preserved.
business_change_functional_currency
ChatGPTCorrect the signup currency while the books have no postings. Opens a ledger in the selected currency; refused after the first posting.
business_change_legal_form
ChatGPTRecord an evidenced change of legal form or jurisdiction. Country-specific registrations are cleared when the country changes; no legal filing is made.
business_change_legal_name
ChatGPTRecord an evidenced change to the registered legal name. Owner authority is required; no legal filing is made.
business_deregister_sales_tax
ChatGPTRecord the evidenced end of a sales-tax registration. Requires an interactive owner; does not notify a tax authority or file a return.
business_elect_accounting_framework
ChatGPTRecord an evidenced accounting-framework election for this business. Requires owner authority and a framework supported in its jurisdiction.
business_fiscal_year_change_preview
ChatGPTPreview the transition period for a proposed fiscal-year end. Does not change the business.
business_get
ChatGPTRead the selected business's profile, legal identity, functional currency and demo status.
business_imports
ChatGPTRead the historical-import allowance, usage and cutoff.
business_meter
ChatGPTRead the current monthly event usage and allowance.
business_plan
ChatGPTRead the business's Economico plan and included features. Does not start or purchase a plan.
business_record_formation_date
ChatGPTRecord or correct a directly registered company's formation date from its source document. Earlier costs are marked on income statements without changing postings. Projects incorporate through business.incorporate; that command already records their formation date.
business_register_sales_tax
ChatGPTRecord an evidenced sales-tax registration and create its standard tax codes. Requires an interactive owner; does not register with an authority or file a return.
business_sales_tax_regimes
ChatGPTList the sales-tax regimes the business can register for and the tax codes each would create. Does not register the business.
business_set_registration
ChatGPTRecord an evidenced company registration number for its jurisdiction. Requires owner authority; does not obtain a number or register the company.
business_update
ChatGPTUpdate the business description, website or postal address, or submit a YC verification link. Legal identity and the business slug are separate from these profile fields.
businesses
ChatGPTList businesses you can access and the separate permissions approved for this application. Membership discovery includes new memberships only when you consented to it.
categories_create
ChatGPTCreate a revenue category with a unique code for organizing accounting classifications. Does not post accounting entries.
categories_get
ChatGPTRead one revenue category.
categories_list
ChatGPTList the business's revenue categories.
command_receipt
ChatGPTRetrieve an accepted command receipt by command ID without executing it.
connections_accept
ChatGPTAccept a pending connection request from another business, naming the party in these books it is (
partyId; create one with parties.create first). Both businesses can then message each other.connections_decline
ChatGPTDecline a pending connection request from another business.
connections_end
ChatGPTEnd a connection with another business; neither can message the other through it again.
connections_request
ChatGPTAsk another business on Economico to establish a connection so the two businesses can exchange messages. The recipient must accept.
contracts_accept
ChatGPTAccept a priced-rights contract with evidence and an expected version/state. Records lifecycle without moving money; terminal actions preserve accrued claims.
contracts_amend
ChatGPTAmend resolved terms with an effective date and acceptance evidence. Preserve bound activity identities and immutable earlier versions. Does not post money or change lifecycle state. Record any amendment fee or capacity change as its bound activity. Already-granted lot terms and closed minimums cannot be rewritten.
contracts_cancel
ChatGPTCancel a priced-rights contract with evidence and an expected version/state. Records lifecycle without moving money; terminal actions preserve accrued claims.
contracts_create
ChatGPTBind a template document or inline template to actual parties, resolved terms and native ledgers. This creates a draft and no cash, shares or commitments. It freezes activity versions and retains source document relations. Missing required terms and incompatible shared ledgers are rejected.
contracts_discard
ChatGPTDiscard an unused draft contract. Its history remains; an accepted contract must end through its lifecycle instead.
contracts_offer
ChatGPTOffer a priced-rights contract with evidence and an expected version/state. Records lifecycle without moving money; terminal actions preserve accrued claims.
contracts_record
ChatGPTRecord an evidenced activity or priced-right phase against an existing contract. Read the contract first for its facts and allowed phases. Billing, delivery, recognition and payment are distinct; no invoice is sent or money moved.
contracts_reverse_economics
ChatGPTReverse a priced service obligation with correction evidence, preserving the original history. Dependent payments must be unapplied or handled as explicit refund claims; no money moves.
contracts_terminate
ChatGPTTerminate a priced-rights contract with evidence and an expected version/state. Records lifecycle without moving money; terminal actions preserve accrued claims.
documents_get
ChatGPTRead one saved document, including its exact bytes encoded as base64.
documents_list
ChatGPTList saved document metadata, filtered by kind, source reference or document label.
documents_receive
ChatGPTSave exact document bytes as an immutable artifact. Identical bytes reuse the existing document; saving evidence alone creates no invoice, bill or payment.
documents_relate
ChatGPTAdd one immutable typed link between two registered artifacts. Repeating the same link is a no-op; a document cannot relate to itself.
documents_relations
ChatGPTList links between a document and its related evidence or records.
events_get
ChatGPTRead one recorded event and the documents it produced.
events_head
ChatGPTRead the latest event identifier and content hash without changing the books.
events_list
ChatGPTList recorded events and provenance. Ascending pages use after; descending pages use before. kind_prefix takes namespaces such as party., comma-separated. subject_id needs subject_type.
export
ChatGPTRetrieve the portable ledger event history and document manifest with authenticated download URLs and verification metadata. Remains available while suspended or closed. The export is the raw content-addressed DAG-CBOR blocks and is not redacted: unlike the events read, ingestion.* payloads keep the captured delegation (authority) and each upload's tokenHash, so treat an export as sensitive.
ingestions_agreement_proposal
ChatGPTPrepare a manual contract draft from a complete retained agreement extraction. Returns a proposal only; does not accept an agreement or record financial activity.
ingestions_amendment_proposal
ChatGPTPrepare a manual amendment from a complete retained agreement extraction. Returns a proposal only; does not change the contract.
ingestions_attach_original
ChatGPTRequest one optional original for an ingestion. Returns a short-lived upload URL, PUT method and contentType; no upload OAuth header is needed. Refused once the ingestion is completed or failed. Does not rerun primary text or alter revision sources.
ingestions_credit_proposal
ChatGPTPrepare a full vendor-credit reversal from a complete retained credit extraction. Returns a proposal only; does not reverse entries or move money.
ingestions_get
ChatGPTRead a document intake result and processing status. Extracted text is included only when requested.
ingestions_invoice_candidates
ChatGPTRead source-backed invoice field candidates from a completed document extraction. Returns suggestions only; does not record an invoice or payment.
ingestions_receipt_proposal
ChatGPTPrepare a bill-and-payment proposal from a complete, evidenced vendor receipt. Requires matching existing funding accounts and same-time full payment; incomplete receipts, fees and FX need review. Does not post the proposal.
ingestions_reissue_upload
ChatGPTIssue a replacement short-lived upload URL for your still-pending source or attachment. Uploading exact bytes starts processing; it does not authorize financial recording.
ingestions_resolve
ChatGPTRevise a completed expense proposal using existing targets and its expected revision. Original evidence is preserved; no bill, payment or automatic delivery is created.
ingestions_start
ChatGPTRetain a document and inspect its contents. Default propose mode creates no financial entries. Explicit auto_record mode can record eligible bills or paid receipts under a bounded recordingPolicy and current authority; unsupported or uncertain sources require review.
ingestions_statement_matches
ChatGPTSuggest matches between a retained structured statement and current claims. Matches are review candidates, not proof of payment; no allocation or financial entry is created.
journal_post
ChatGPTRecord an explicitly supplied, evidenced journal whose postings balance within each ledger. Prefer the relevant business command for ordinary invoices, bills and payments.
journal_void
ChatGPTReverse an existing journal once with a linked counter-entry. The original remains in history. A journal from before a functional-currency change is reversed in the current ledger at the frozen change rate.
ledgers_balances
ChatGPTRead balances in one ledger's own unit. An optional as_of cutoff excludes entries effective at or after it.
ledgers_currencies
ChatGPTList currencies with recorded postings and the ledger currently holding each currency.
ledgers_footprint
ChatGPTRead postings attributed to exactly one party, contract or recorded transaction. Results keep each ledger's unit.
ledgers_get
ChatGPTRead one ledger's unit, precision and status.
ledgers_list
ChatGPTList the business's ledgers and their currencies or native units.
ledgers_statement
ChatGPTList postings in one ledger, optionally filtered by account, sub-key or event. Amounts stay in that ledger's unit.
ledgers_transaction
ChatGPTRead the postings, payments and corrections linked to one invoice, bill or payment record.
member_invitations
ChatGPTList this business's pending member invitations: the address, access and expiry of each. Accepted, revoked and expired invitations are not listed; members appear in the roster instead.
members_invite
ChatGPTEmail a coworker an invitation with reader, bookkeeper or administrator access. Only the owner can invite; ownership is never granted. Access starts after sign-in and acceptance. Invitations expire after seven days; retries reuse the same invitation.
members_revoke_invitation
ChatGPTRevoke a pending member invitation so it can no longer be accepted. Only the business owner can revoke. It does not remove a member who already accepted.
messages_send
ChatGPTSend a message to another connected business on Economico, including support messages. This queues delivery to the recipient; use only on the user's instruction.
opportunities_link
ChatGPTLink one specific contract document and acceptance occurrence, or omit activity/occurrence keys to link an accepted amendment. An active predecessor alone cannot win a renewal; each acceptance target belongs to one package.
opportunities_lose
ChatGPTClose an open opportunity as lost with a reason. Does not cancel an accepted contract or alter the ledger.
opportunities_open
ChatGPTOpen one pipeline package with a stable opportunity key. Repeated identical opening returns that package. Values and weights are estimates, never ledger postings; null value means unknown. Renewal/expansion records its predecessor and requires specific successor acceptance to become won.
opportunities_stage
ChatGPTUpdate an open opportunity's stage and optional estimates using its current revision. Won is derived from contract acceptance, never selected here.
parties_add_contact
ChatGPTAdd a named contact to a counterparty. Supply a stable contactId; email addresses must be unique within the party. Refused for an archived party.
parties_archive
ChatGPTArchive a counterparty while preserving its history.
parties_categories
ChatGPTList the relationship categories used by this business, such as customer or vendor.
parties_create
ChatGPTCreate a customer, vendor, founder or other counterparty. Supply a stable unique partyId; this operation does not post money.
name is the name the party is known by; add legalName when its registered name differs.parties_get
ChatGPTRead one counterparty and its contacts.
parties_list
ChatGPTList counterparties, optionally filtered by relationship category. Archived counterparties are included.
parties_remove_contact
ChatGPTRemove one contact from a counterparty by its contactId; the party and its history remain. Refused for an archived party.
parties_set_address
ChatGPTReplace a counterparty's postal address. Omitted address fields are cleared; this does not change historical documents. Refused for an archived party.
parties_update
ChatGPTUpdate a counterparty name, legal name, URL, categories or related-party marker; historical documents remain immutable. Refused for an archived party.
payment_endpoints_register
ChatGPTRegister a payment instruction and its supported rails. A URI is a payto or CAIP-10 identifier; account-level card collection methods omit URI. Fees for account routes come from the linked provider contract. Does not move money.
payment_endpoints_update
ChatGPTChange a payment instruction's label or active status. Deactivate an obsolete destination before registering its replacement.
payment_routes_quote
ChatGPTCompare eligible payment routes and their costs. This only returns quotes; it does not move money.
payments_allocate
ChatGPTMatch unapplied funds from an existing payment to identified open claims. No new cash movement, revenue or expense is recorded.
payments_record
ChatGPTRecord evidenced money that already moved and allocate it to explicit claims, or leave an identified amount unapplied. Does not initiate a payment or recognize revenue or expense.
payments_reverse
ChatGPTReverse a whole recorded payment using correction evidence. Restores its claims and funding balances while preserving history; does not send money back.
payments_unallocate
ChatGPTUndo all or part of a payment allocation. Reopens the claim and restores unapplied funds without moving cash.
ping
ChatGPTCheck that the selected business is reachable and your access is valid. Returns connection status without changing records.
presentation_rate_record
ChatGPTFreeze one exact, human-approved presentation-currency rate, optionally verified against a dated shared-store observation.
receipts_record
ChatGPTRecord one evidenced bill and its full same-time payment together. Use for a paid purchase, not settlement of an existing bill; does not send a payment.
record_account_transfer
ChatGPTRecord an evidenced transfer that already occurred between company accounts. Records both sides and any supported FX; does not move funds.
record_business_incorporation
ChatGPTRecord an incorporation that already occurred, using its certificate and contract-assignment evidence. Carries project balances into successor ledgers; does not form or register a legal entity.
record_payment_with_fee
ChatGPTRecord an existing payment and its evidenced provider processing fee, with gross/net reconciliation. Does not process or initiate a payment; fee taxes and cross-currency fees are unsupported.
report_activity_balances
ChatGPTRead actual postings attributed to contract activities and parties, keeping each ledger's native unit separate. Does not post scheduled activity.
report_activity_capacity
ChatGPTRead available, reserved, consumed and expired native-unit capacity at a cutoff. Does not expire lots or change balances.
report_activity_claims
ChatGPTRead priced-right receivables, payables and funding claims, with their evidence, component identities and outstanding amounts. Use this to check what remains owed before allocating a payment.
report_activity_effects
ChatGPTInspect or preview a legacy activity's effects without recording it. Priced-right previews are unsupported.
report_activity_plan
ChatGPTPreview scheduled but unrecorded contract activity. Missing usage or evidence remains conditional; nothing is recorded or settled.
report_aging
ChatGPTRead outstanding receivables or payables at an exclusive cutoff, grouped by evidenced due date and currency. Missing due dates remain unknown.
report_amortization
ChatGPTRead actual prepaid expenses and releases. Legacy planned releases are conditional forecasts; priced-right forecasts are unsupported.
report_balance_sheet
ChatGPTRead assets, liabilities and equity at an exclusive cutoff. Without a cutoff, includes all recorded postings, including future-dated ones. Amounts remain in the selected ledger currency.
report_balances
ChatGPTRead account debits, credits and balances in one GAAP ledger's native currency.
report_cap_table
ChatGPTRead issued instruments, vesting and recognized convertible commitments. Dilution combines issued classes one-for-one; options and unconverted financing are excluded from the diluted share total.
report_capital_accounts
ChatGPTRead capital by owner at an exclusive cutoff, including contributions, allocations and draws. Does not imply that an accounting balance is cash available to distribute.
report_default_alive
ChatGPTEstimate whether the business reaches profitability before cash runs out, using monthly burn and bounded recurring growth. Overrides are what-if assumptions, not recorded facts.
report_fx_rate
ChatGPTRead a sourced exchange rate for a date, or the latest observation. This is a reference rate, not evidence of a payment's executed rate.
report_income_statement
ChatGPTRead revenue, expenses and net income for a date window. Omitting both bounds includes all postings; select currency for a native-ledger view across currency changes.
report_income_statement_periods
ChatGPTRead monthly revenue, expenses and net income over a trailing window. The current month is identified because it is incomplete.
report_mapped_trial_balance
ChatGPTMap a native trial balance through the business's evidenced reporting profile. Unmapped or conflicting balances remain explicit.
report_model_preview
ChatGPTPreview a proposed price book, customer and vendor model without recording it. Unknown prices, variable costs and tax assumptions remain explicit.
report_party_contract_values
ChatGPTCompare agreed contract value, billed amounts, payments and balances by counterparty and native unit. Unknown prices remain unknown; this is not recognized revenue.
report_pipeline
ChatGPTRead opportunity estimates by customer, vendor or financing and by currency. Acceptance evidence determines wins; unknown values remain unknown.
report_platform_fees
ChatGPTPreview Economico plan and revenue fees for a month. Currency conversions are indicative; this preview does not accrue or charge a fee.
report_recognition
ChatGPTRead actual deferred revenue, releases and refunds. Legacy planned releases are conditional forecasts; priced-right forecasts are unsupported.
report_revenue_summary
ChatGPTRead customer invoicing, matched collections, outstanding claims and recognized revenue, separately by currency.
report_saas_metrics
ChatGPTRead recurring revenue, retention, margin, burn and runway metrics for a month, quarter or year. Month-only metrics use recorded month-end contract history.
report_unit_economics
ChatGPTRead revenue per recorded customer activity unit and its attributed costs. Costs without customer attribution are shown separately, not allocated.
reporting_adjustment_post
ChatGPTPost a balanced, evidenced framework adjustment for the business's selected reporting package. An adjustment dated before a functional-currency change is recorded in the current ledger at the frozen change rate.
reporting_adjustment_void
ChatGPTReverse an evidenced reporting adjustment once while preserving its package and requirement provenance. An adjustment from before a functional-currency change is reversed in the current ledger at the frozen change rate.
reporting_profile_select
ChatGPTPin the business to one exact reporting-profile package and scope using an immutable approval document.
shared_views_create
ChatGPTCreate a link to selected reports or documents. Anyone holding it can read that data without an account until expiry or revocation.
shared_views_list
ChatGPTList this business's shared-view links, including revoked links. These links may reveal data to anyone holding them.
shared_views_revoke
ChatGPTRevoke a shared view: the link stops resolving immediately. The record stays listed with its revoking event.
subjects_get
ChatGPTRead one contract, plan, activity or other record by its type and ID.
subjects_list
ChatGPTList contracts, plans, activities or other records of one type. Use subjects_types for supported types and filters.
subjects_types
ChatGPTList the supported record types, statuses and filters for subjects_list.
subscription_cancel_request
ChatGPTRequest cancellation of this business's Economico subscription. The owner must approve it through the returned link before the plan changes.
subscription_revoke_cancellation
ChatGPTUndo a pending or approved cancellation before it takes effect. This keeps the business active and preserves the cancellation history. Paid plans that the approval cancelled stay cancelled and end with their period; an owner can keep them from the billing page where their agreement allows it.
tax_codes_create
ChatGPTCreate a tax code with an evidenced rate, role and effective period. Does not register the business, file a return or pay tax.
tax_codes_get
ChatGPTRead one tax code, including its rate, role and effective period.
tax_codes_list
ChatGPTList configured tax codes, including inactive codes.
tax_codes_update
ChatGPTUpdate a tax code's name, rate or active flag, or close it with effectiveUntil. The code and role are immutable, a seeded code's rate is fixed (close it and create a new code for a new rate), and amounts already posted are unaffected.
templates_archive
ChatGPTArchive a reusable template for new catalog use. Frozen contracts remain executable.
templates_create
ChatGPTRegister an immutable template definition. Existing contract terms stay frozen. Discover versions with subjects and documents. Replacement requires the current document ID; replacing with the current definition answers no_change.
templates_replace
ChatGPTReplace an immutable template definition. Existing contract terms stay frozen. Discover versions with subjects and documents. Replacement requires the current document ID; replacing with the current definition answers no_change.
Capabilities
WritesInteractive
Example Prompts
Click any prompt to copy it.
