Developers
What an assistant connected to your account can call, with the permission and access type of each tool.
The MCP server offers 55 tools across 9 areas: 27 read only and 28 that modify data. To connect a client, see MCP server.
| Tool | What it does | Access | Permission |
|---|---|---|---|
contacts_list | Search and list contacts by name, email or tax ID, paginated. | Read only | contacts:contacts.read |
contacts_create | Create a contact. If one already exists (by tax ID, email or phone) it returns that one instead of duplicating it. | Modifies data | contacts:contacts.create |
| Tool | What it does | Access | Permission |
|---|---|---|---|
billing_list | List sales documents: invoices, proformas and others. | Read only | sales:invoices.read |
billing_record_payment | Record a payment received outside the platform against an invoice. | Modifies data Critical action | sales:invoices.pay |
billing_get | Get a sales document with its lines, tax lines and payments. | Read only | sales:invoices.read |
billing_convert | Convert a document into a draft invoice, like the «Convert to invoice» button in the client area. | Modifies data | sales:invoices.create |
billing_finalize | Issue a draft as an invoice, with gap-free fiscal numbering. | Modifies data Critical action | sales:invoices.issue |
billing_update_draft | Update a sales draft. An issued invoice is not edited: it is rectified. | Modifies data | sales:invoices.update |
issuer_profiles_list | List the invoice issuer profiles of a company. | Read only | sales:issuer_profiles.read |
issuer_profiles_create | Create an issuer profile with its numbering series. | Modifies data | sales:issuer_profiles.create |
issuer_profiles_update | Partially update an issuer profile. | Modifies data | sales:issuer_profiles.update |
billing_import_historical | Load invoices already issued and booked outside the platform, without duplicating existing ones. | Modifies data Critical action | sales:invoices.import |
| Tool | What it does | Access | Permission |
|---|---|---|---|
suppliers_import_historical | Load received invoices already booked outside the platform, without duplicating existing ones. | Modifies data Critical action | purchases:documents.import |
| Tool | What it does | Access | Permission |
|---|---|---|---|
books_journal_batch | Post double-entry journal entries in batches (up to 500). All or nothing. | Modifies data | accounting:journal.create |
books_accounts_upsert | Create or update chart-of-accounts entries in batches (up to 2,000). | Modifies data | accounting:ledger_accounts.update |
books_fixed_assets_list | List the fixed assets of a company. | Read only | accounting:fixed_assets.read |
books_fixed_assets_create | Create a fixed asset. Idempotent. | Modifies data | accounting:fixed_assets.create |
books_fiscal_years_list | List the fiscal years of a company. | Read only | accounting:fiscal_years.read |
books_fiscal_years_create | Create fiscal years with their periods. Idempotent. | Modifies data | accounting:fiscal_years.create |
| Tool | What it does | Access | Permission |
|---|---|---|---|
compliance_matrix | Matrix of filings by period: what applies under the tax profile and what has been filed. | Read only | tax:obligations.read |
compliance_overview | Tax compliance overview by company. | Read only | tax:obligations.read |
fiscal_position | Fiscal position of the year computed from the journal: VAT by quarter and withholdings. | Read only | tax:returns.read |
fiscal_justificante_url | Return the download URL of the receipt of a filed return. | Read only | tax:returns.read |
fiscal_profile_get | Get the tax profile of a company. | Read only | tax:profile.read |
fiscal_profile_update | Create or update the tax profile: address, activity, representative and VAT and corporate tax regimes. | Modifies data | tax:profile.update |
| Tool | What it does | Access | Permission |
|---|---|---|---|
laboral_workers_list | List the workers of a company with their Social Security data. | Read only | payroll:workers.read |
laboral_workers_upsert | Create or update workers in batches (up to 500), by company and national ID. | Modifies data | payroll:workers.create |
| Tool | What it does | Access | Permission |
|---|---|---|---|
sign_envelope_create | Create a signature envelope in draft. | Modifies data | sign:envelopes.create |
sign_document_upload | Attach a PDF (base64) to a draft envelope. | Modifies data | sign:envelopes.update |
sign_participant_add | Add a signer or approver to a draft envelope. | Modifies data | sign:envelopes.update |
sign_field_place | Place a field (signature, initials, text, checkbox or date) at exact coordinates in the document. | Modifies data | sign:envelopes.update |
sign_envelope_send | Send the envelope: it moves from draft to active and invites participants by email. | Modifies data Critical action | sign:envelopes.send |
sign_envelope_status | Full state of an envelope: lifecycle and each participant status. | Read only | sign:envelopes.read |
sign_envelopes_list | List envelopes, paginated, with an optional status filter. | Read only | sign:envelopes.read |
sign_envelope_void | Cancel an active envelope and notify participants. | Modifies data Critical action | sign:envelopes.void |
sign_envelope_reissue | Create a new envelope from a voided or expired one, keeping participants and documents. | Modifies data Critical action | sign:envelopes.reissue |
sign_pdf_download | Download the PDF of an envelope document, as base64. | Read only | sign:evidence.read |
sign_evidence_download | Download the envelope evidence package: signed PDF and each participant trail. | Read only | sign:evidence.read |
sign_verify | Verify a signed document from the code printed on it. | Read only | sign:verification.read |
notify_certified | Send a certified email or SMS and return the sealed evidence package. | Modifies data Critical action | sign:certified_mail.send |
sign_envelope_pause_reminders | Pause the daily reminders of an envelope until a given date. | Modifies data | sign:envelopes.update |
sign_envelope_by_token | Get an envelope from its signing link or token. | Read only | sign:envelopes.read |
| Tool | What it does | Access | Permission |
|---|---|---|---|
dgt_get | Fetch a full DGT binding ruling by its identifier (for example V2318-25). | Read only | knowledge:dgt.read |
dgt_search | Search the corpus of DGT binding rulings with filters. | Read only | knowledge:dgt.read |
dgt_by_topic | List the DGT binding rulings tagged with a topic. | Read only | knowledge:dgt.read |
dgt_evolution | Analysis of how the DGT criterion on a topic has evolved. | Read only | knowledge:dgt.read |
dgt_stats | Statistics of the DGT corpus and the date it is current through. | Read only | knowledge:dgt.read |
search_query | Hybrid search (keywords and meaning) across documents, matters, mail and contacts. | Read only | knowledge:search.read |
| Tool | What it does | Access | Permission |
|---|---|---|---|
tokens_list | List the credentials of the account. | Read only | developers:tokens.read |
tokens_get | Get a credential: grants, account, allowed IPs, limits and expiry. | Read only | developers:tokens.read |
tokens_create | Create a credential for the account. | Modifies data | developers:tokens.create |
tokens_update | Update a credential: name, grants, IPs, limits or expiry. | Modifies data | developers:tokens.update |
tokens_rotate | Generate a new value for a credential; the previous one stops working. | Modifies data Critical action | developers:tokens.rotate |
tokens_revoke | Permanently revoke a credential. | Modifies data | developers:tokens.delete |
api_usage_get | Get API usage: calls per time window or the current month. | Read only | developers:usage.read |