account_groups_create
ChatGPTPOST /companies/{companyId}/account_groups
Overview
Combine real-time SaaS P&L, subscription analytics, and financial planning in one place. Get the complete picture of your business, from profitability to growth metrics to future forecasts, all integrated and updating automatically.
Tools
account_groups_delete
ChatGPTDELETE /companies/{companyId}/account_groups/{accountGroupId}
account_groups_get
ChatGPTGET /companies/{companyId}/account_groups/{accountGroupId}
account_groups_list
ChatGPTGET /companies/{companyId}/account_groups
account_groups_merge
ChatGPTPOST /companies/{companyId}/account_groups/merge
account_groups_reorder
ChatGPTPUT /companies/{companyId}/account_groups/reorder
account_groups_update
ChatGPTPUT /companies/{companyId}/account_groups/{accountGroupId}
accounts_balances
ChatGPTGET /companies/{companyId}/accounts/balances
accounts_create
ChatGPTPOST /companies/{companyId}/accounts
accounts_daily_balance
ChatGPTGET /companies/{companyId}/accounts/daily_balance
accounts_delete
ChatGPTDELETE /companies/{companyId}/accounts/{accountId}
accounts_get
ChatGPTGET /companies/{companyId}/accounts/{accountId}
accounts_list
ChatGPTGET /companies/{companyId}/accounts
accounts_remove_history
ChatGPTPOST /companies/{companyId}/accounts/{accountId}/remove_history
accounts_set_archive
ChatGPTPUT /companies/{companyId}/accounts/{accountId}/archive
accounts_set_change_group
ChatGPTPUT /companies/{companyId}/accounts/{accountId}/change_group
accounts_set_switch_to_manual
ChatGPTPUT /companies/{companyId}/accounts/{accountId}/switch_to_manual
accounts_set_unarchive
ChatGPTPUT /companies/{companyId}/accounts/{accountId}/unarchive
accounts_update
ChatGPTPUT /companies/{companyId}/accounts/{accountId}
background_tasks_get
ChatGPTGET /companies/{companyId}/background_tasks/{id}
background_tasks_list
ChatGPTGET /companies/{companyId}/background_tasks
categories_batch_delete
ChatGPTPOST /companies/{companyId}/categories/batch_delete
categories_create
ChatGPTPOST /companies/{companyId}/categories
categories_delete
ChatGPTDELETE /companies/{companyId}/categories/{categoryId}
categories_get
ChatGPTGET /companies/{companyId}/categories/{categoryId}
categories_list
ChatGPTGET /companies/{companyId}/categories
categories_merge
ChatGPTPOST /companies/{companyId}/categories/merge
categories_reorder
ChatGPTPUT /companies/{companyId}/categories/reorder
categories_update
ChatGPTPUT /companies/{companyId}/categories/{categoryId}
comments_create
ChatGPTPOST /companies/{companyId}/comments
comments_delete
ChatGPTDELETE /companies/{companyId}/comments/{commentId}
comments_get
ChatGPTGET /companies/{companyId}/comments/{commentId}
comments_list
ChatGPTGET /companies/{companyId}/comments
comments_set_like
ChatGPTPUT /companies/{companyId}/comments/{commentId}/like
comments_set_unlike
ChatGPTPUT /companies/{companyId}/comments/{commentId}/unlike
comments_update
ChatGPTPUT /companies/{companyId}/comments/{commentId}
companies_get
ChatGPTGET /companies/{companyId}
companies_list
ChatGPTGET /companies
companies_update
ChatGPTPUT /companies/{companyId}
counterparties_search
ChatGPTGET /companies/{companyId}/counterparties/search
customers_batch_delete
ChatGPTPOST /companies/{companyId}/customers/batch_delete
customers_create
ChatGPTPOST /companies/{companyId}/customers
customers_delete
ChatGPTDELETE /companies/{companyId}/customers/{customerId}
customers_external_ids
ChatGPTGET /companies/{companyId}/customers/{customerId}/external-ids
customers_get
ChatGPTGET /companies/{companyId}/customers/{customerId}
customers_list
ChatGPTGET /companies/{companyId}/customers
customers_merge
ChatGPTPOST /companies/{companyId}/customers/merge
customers_set_external_ids
ChatGPTPUT /companies/{companyId}/customers/{customerId}/external-ids
customers_update
ChatGPTPUT /companies/{companyId}/customers/{customerId}
data_accountBalanceByAccount
ChatGPTUse this when the user asks for current balances broken down per bank or cash account. Requires permissions: balances:read.
data_accountBalanceKpis
ChatGPTUse this when the user asks for cash/bank account balance KPIs (current, start, end, change). Requires permissions: balances:read.
data_analytics
ChatGPTUse this when the user asks for summary SaaS metrics (MRR, NRR, GRR, churn, LTV, CAC) over a period. Requires permissions: financials:read.
data_balanceByCashType
ChatGPTUse this when the user asks how balances are split across cash types (operating, reserve, savings, etc.). Requires permissions: balances:read.
data_balanceTimeSeries
ChatGPTUse this when the user asks for cash/bank balances charted over time. Requires permissions: balances:read.
data_cashFlowByCategory
ChatGPTUse this when the user asks which categories drive cash inflows or outflows in a period. Requires permissions: transactions:read.
data_cashFlowTimeSeries
ChatGPTUse this when the user asks for cash inflows and outflows over time. Requires permissions: transactions:read, balances:read.
data_cohorts
ChatGPTUse this when the user asks about customer retention or revenue retention by cohort. Requires permissions: subscriptions:read, customers:read.
data_customerChanges
ChatGPTUse this when the user asks which customers changed (new/upgraded/downgraded/churned) in a period. Requires permissions: subscriptions:read, customers:read.
data_customerMonthlyData
ChatGPTUse this when the user asks for one customer's month-by-month metrics or activity. Requires permissions: subscriptions:read, customers:read.
data_customerMrr
ChatGPTUse this when the user asks for MRR broken down per customer, or which customers contribute the most MRR. Requires permissions: subscriptions:read, customers:read.
data_monthlyData
ChatGPTUse this when the user asks for month-by-month revenue, churn, new/upgrade/downgrade breakdowns, or movement summaries. Requires permissions: subscriptions:read.
data_mrrAtDate
ChatGPTUse this when the user asks for total MRR (or committed MRR) on a specific date. Requires permissions: subscriptions:read.
data_mrrByProduct
ChatGPTUse this when the user asks how MRR is distributed across products or plans. Requires permissions: subscriptions:read.
data_mrrChangeEvents
ChatGPTUse this when the user asks for individual MRR change events (new, expansion, contraction, churn) in a period. Requires permissions: subscriptions:read.
data_mrrData
ChatGPTUse this when the user asks how MRR has changed over time, MRR trend, or monthly recurring revenue history. Requires permissions: subscriptions:read.
data_periodDetails
ChatGPTUse this when the user asks for the detailed breakdown of a single period (transactions, categorizations, totals). Requires permissions: transactions:read.
data_profitLossData
ChatGPTUse this when the user asks for a P&L statement (revenue, costs, gross/operating/net profit) for a period. Requires permissions: financials:read.
data_retentionCohortDetail
ChatGPTUse this when the user asks for the customer-level detail behind a specific retention cohort cell. Requires permissions: subscriptions:read, customers:read.
data_revenueExpenses
ChatGPTUse this when the user asks for revenue vs. expenses (P&L summary) for a period. Requires permissions: financials:read.
data_revenueExpensesBar
ChatGPTUse this when the user asks for revenue/expenses charted month-over-month as bars. Requires permissions: financials:read.
data_revenueExpensesByCategory
ChatGPTUse this when the user asks which categories drive revenue or expenses over a period. Requires permissions: financials:read.
data_topExpenseVendors
ChatGPTUse this when the user asks for the top expense vendors over a period. Requires permissions: financials:read.
files_batch_delete
ChatGPTPOST /companies/{companyId}/files/batch_delete
files_delete
ChatGPTDELETE /companies/{companyId}/files/{fileId}
files_download
ChatGPTGET /companies/{companyId}/files/{fileId}/download
files_get
ChatGPTGET /companies/{companyId}/files/{fileId}
files_list
ChatGPTGET /companies/{companyId}/files
files_update
ChatGPTPUT /companies/{companyId}/files/{fileId}
files_upload
ChatGPTPOST /companies/{companyId}/files/upload
get_company
ChatGPTUse this when the user asks for details about a specific company (name, settings, plan, etc.). Falls back to the server-configured default company when companyId is omitted.
get_transaction
ChatGPTUse this when the user references a specific transaction id and wants its details (amount, date, counterparty, category).
integrations_delete
ChatGPTDELETE /companies/{companyId}/integrations/{integrationId}
integrations_get
ChatGPTGET /companies/{companyId}/integrations/{integrationId}
integrations_list
ChatGPTGET /companies/{companyId}/integrations
list_companies
ChatGPTUse this when the user asks which companies they have access to, or before invoking any company-scoped tool when no companyId is known.
list_company_users
ChatGPTUse this when the user asks who has access to a company, or wants to list team members and their roles.
list_customers
ChatGPTUse this when the user asks to browse or list customers (e.g. "show me my biggest customers"). For revenue analytics across customers, prefer data_customerMrr or data_cohorts.
list_transactions
ChatGPTUse this when the user asks to browse, filter, or paginate through transactions. Supports limit (1-500), offset, and accountId filter. Do not use for aggregations — use a data_* tool instead.
notifications_batch_delete
ChatGPTPOST /companies/{companyId}/notifications/batch_delete
notifications_create
ChatGPTPOST /companies/{companyId}/notifications
notifications_list
ChatGPTGET /companies/{companyId}/notifications
notifications_read_all
ChatGPTPUT /companies/{companyId}/notifications/read-all
notifications_set_read
ChatGPTPUT /companies/{companyId}/notifications/{notificationId}/read
notifications_set_unread
ChatGPTPUT /companies/{companyId}/notifications/{notificationId}/unread
plan_items_create
ChatGPTPOST /companies/{companyId}/plan_items
plan_items_delete
ChatGPTDELETE /companies/{companyId}/plan_items/{planItemId}
plan_items_get
ChatGPTGET /companies/{companyId}/plan_items/{planItemId}
plan_items_list
ChatGPTGET /companies/{companyId}/plan_items
plan_items_update
ChatGPTPUT /companies/{companyId}/plan_items/{planItemId}
planned_transaction_occurrences_list
ChatGPTGET /companies/{companyId}/planned_transaction_occurrences
planned_transactions_create
ChatGPTPOST /companies/{companyId}/planned_transactions
planned_transactions_delete
ChatGPTDELETE /companies/{companyId}/planned_transactions/{plannedTransactionId}
planned_transactions_get
ChatGPTGET /companies/{companyId}/planned_transactions/{plannedTransactionId}
planned_transactions_list
ChatGPTGET /companies/{companyId}/planned_transactions
planned_transactions_update
ChatGPTPUT /companies/{companyId}/planned_transactions/{plannedTransactionId}
products_create
ChatGPTPOST /companies/{companyId}/products
products_delete
ChatGPTDELETE /companies/{companyId}/products/{productId}
products_external_ids
ChatGPTGET /companies/{companyId}/products/{productId}/external-ids
products_get
ChatGPTGET /companies/{companyId}/products/{productId}
products_list
ChatGPTGET /companies/{companyId}/products
products_set_external_ids
ChatGPTPUT /companies/{companyId}/products/{productId}/external-ids
products_update
ChatGPTPUT /companies/{companyId}/products/{productId}
run_data_batch
ChatGPTUse this when the user needs multiple aggregations (MRR, cash flow, balances, etc.) in one round trip. Pass an array of slice descriptors {type, _id?, ...params}. Prefer dedicated data_* tools for single aggregations.
search
ChatGPTUse this when the user is looking for something by name or free-text (a customer, vendor, account, or specific transaction) and the exact id is unknown. Returns results across transactions, customers, vendors, and accounts.
subscription_events_create
ChatGPTPOST /companies/{companyId}/subscription_events
subscription_events_delete
ChatGPTDELETE /companies/{companyId}/subscription_events/{eventId}
subscription_events_list
ChatGPTGET /companies/{companyId}/subscription_events
subscription_events_update
ChatGPTPUT /companies/{companyId}/subscription_events/{eventId}
subscriptions_create
ChatGPTPOST /companies/{companyId}/subscriptions
subscriptions_delete
ChatGPTDELETE /companies/{companyId}/subscriptions/{subscriptionId}
subscriptions_get
ChatGPTGET /companies/{companyId}/subscriptions/{subscriptionId}
subscriptions_list
ChatGPTGET /companies/{companyId}/subscriptions
subscriptions_update
ChatGPTPUT /companies/{companyId}/subscriptions/{subscriptionId}
transactions_batch_delete
ChatGPTPOST /companies/{companyId}/transactions/batch_delete
transactions_batch_edit
ChatGPTPOST /companies/{companyId}/transactions/batch_edit
transactions_create
ChatGPTPOST /companies/{companyId}/transactions
transactions_create_counter_transaction
ChatGPTPOST /companies/{companyId}/transactions/create_counter_transaction
transactions_delete
ChatGPTDELETE /companies/{companyId}/transactions/{transactionId}
transactions_get
ChatGPTGET /companies/{companyId}/transactions/{transactionId}
transactions_import
ChatGPTPOST /companies/{companyId}/transactions/import
transactions_link_transfer
ChatGPTPOST /companies/{companyId}/transactions/link_transfer
transactions_list
ChatGPTGET /companies/{companyId}/transactions
transactions_search
ChatGPTPOST /companies/{companyId}/transactions/search
transactions_uncategorize
ChatGPTPOST /companies/{companyId}/transactions/uncategorize
transactions_unlink_transfer
ChatGPTPOST /companies/{companyId}/transactions/unlink_transfer
transactions_update
ChatGPTPUT /companies/{companyId}/transactions/{transactionId}
users_delete
ChatGPTDELETE /companies/{companyId}/users/{userId}
users_list
ChatGPTGET /companies/{companyId}/users
users_set_role
ChatGPTPUT /companies/{companyId}/users/{userId}/role
vendors_apply_default_categorization
ChatGPTPOST /companies/{companyId}/vendors/{vendorId}/apply-default-categorization
vendors_apply_default_categorization_preview
ChatGPTGET /companies/{companyId}/vendors/{vendorId}/apply-default-categorization/preview
vendors_batch_delete
ChatGPTPOST /companies/{companyId}/vendors/batch_delete
vendors_create
ChatGPTPOST /companies/{companyId}/vendors
vendors_delete
ChatGPTDELETE /companies/{companyId}/vendors/{vendorId}
vendors_external_ids
ChatGPTGET /companies/{companyId}/vendors/{vendorId}/external-ids
vendors_get
ChatGPTGET /companies/{companyId}/vendors/{vendorId}
vendors_list
ChatGPTGET /companies/{companyId}/vendors
vendors_merge
ChatGPTPOST /companies/{companyId}/vendors/merge
vendors_set_external_ids
ChatGPTPUT /companies/{companyId}/vendors/{vendorId}/external-ids
vendors_update
ChatGPTPUT /companies/{companyId}/vendors/{vendorId}
Capabilities
Writes
Links
App Stats
150
Tools
ChatGPT
Platforms
Works with
ChatGPT
Data refreshed daily