Your AI tool discovers the tools automatically when it connects. You do not call them yourself: you describe the task, and the model picks the tools.
| Tool |
What it returns |
company_get |
Company details |
company_get_financial_health |
Key figures on the company’s liquidity |
company_get_banks, company_get_accounts |
Bank connections, accounts and balances |
company_get_transactions, company_get_transactions_by_category |
Transactions, optionally filtered by category |
company_get_categories |
The category tree |
company_get_invoices |
Open items |
company_get_plans |
Plans |
company_get_plan_budgets, company_get_scenario_budgets, company_get_forecast_budgets |
Budgets in plans, scenarios and the forecast |
company_get_plan_daily_balance, company_get_scenario_daily_balance, company_get_forecast_daily_balance |
Balance per day for a plan, a scenario or the forecast |
company_get_mentionable_members |
Team members who can be mentioned in comments |
get_style_guide, get_style_assets |
COMMITLY design rules and assets, for dashboards and reports the model builds |
| Tool |
What it does |
company_create_plan |
Creates a plan |
company_create_plan_budget, company_create_scenario_budget, company_create_forecast_budget |
Creates budgets |
company_update_…_budget, company_update_…_budget_by_id |
Updates budgets by external or internal ID |
company_delete_…_budget, company_delete_…_budget_by_id |
Deletes budgets |
company_create_invoice, company_update_invoice, company_delete_invoice |
Maintains open items |
company_create_transaction |
Creates a transaction |
company_update_transaction_category |
Assigns a transaction to a category |
company_create_comment |
Comments on data and mentions team members |
- The MCP server acts as the COMMITLY user who signed in. The model sees what this user may see, down to category level.
- Write actions pass through the same roles and approvals as in the app.
- Every access is recorded in the audit trail.
- Disconnecting in Settings → Integrations revokes access at once.
