Tool reference
Change tools
The six change tools, MCP only, for an app signed in with 42six that you allowed to propose changes.
preview_categorize
Preview categorizing bank feed transactions of one book to one account. Transactions that cannot be categorized are excluded with the reason; one already-categorized transaction on its own is previewed as a recategorization. Nothing changes: the answer is a plan_id, its expires_at and a summary for the user to confirm before apply_change.
MCP only, for an app signed in with 42six that you allowed to propose changes (books:write).
| Parameter | Description |
|---|---|
| entityRequired | Book (entity) id, from list_books. |
| item_idsRequired | Bank transaction ids, 1 to 500, from needs_review or list_bank_transactions. |
| accountRequired | The account: its id, role key, code or exact name, from list_accounts. A name that matches more than one account is refused with the choices. |
| functional_classOptional | Nonprofit books only: program, management or fundraising. |
preview_move
Preview moving posted journal lines, all from one account, to another account. Lines that cannot move (a bank line, cleared by a bank transaction, in a locked period) are excluded with the reason. Nothing changes: the answer is a plan_id, its expires_at and a summary for the user to confirm before apply_change.
MCP only, for an app signed in with 42six that you allowed to propose changes (books:write).
| Parameter | Description |
|---|---|
| entityRequired | Book (entity) id, from list_books. |
| line_idsRequired | Journal line ids, 1 to 1000, from list_journal_lines. |
| accountRequired | The account: its id, role key, code or exact name, from list_accounts. A name that matches more than one account is refused with the choices. |
preview_journal_entry
Preview a journal entry: 2 to 1000 lines, each a debit or a credit, debits equal to credits. The summary flags a line on a bank account or on equity. Nothing changes: the answer is a plan_id, its expires_at and a summary for the user to confirm before apply_change.
MCP only, for an app signed in with 42six that you allowed to propose changes (books:write).
| Parameter | Description |
|---|---|
| entityRequired | Book (entity) id, from list_books. |
| entry_dateRequired | The entry date, YYYY-MM-DD. |
| memoOptional | A memo, at most 2000 characters. |
| linesRequired | The lines, each { account, debit, credit, functional_class, memo }: debit and credit are decimal strings with two places, such as "12.34", and "0.00" on the side the line does not use. |
preview_reverse
Preview reversing a manual journal entry with a new entry on effective_date, every line on the other side. Entries from the bank feed, payroll or payouts are not reversed this way. Nothing changes: the answer is a plan_id, its expires_at and a summary for the user to confirm before apply_change.
MCP only, for an app signed in with 42six that you allowed to propose changes (books:write).
| Parameter | Description |
|---|---|
| entityRequired | Book (entity) id, from list_books. |
| entry_idRequired | The journal entry id, from list_journal_entries. |
| effective_dateRequired | The reversal's date, YYYY-MM-DD. |
| reasonRequired | Why, at most 2000 characters. |
preview_rule
Preview a categorization rule: bank transactions whose description matches keyword go to account. Applying it creates the rule only; to categorize what it matches, preview_categorize those transactions. Nothing changes: the answer is a plan_id, its expires_at and a summary for the user to confirm before apply_change.
MCP only, for an app signed in with 42six that you allowed to propose changes (books:write).
| Parameter | Description |
|---|---|
| entityRequired | Book (entity) id, from list_books. |
| keywordRequired | The text to match, at most 200 characters. |
| match_typeRequired | contains, starts_with, exact or regex. |
| accountRequired | The account: its id, role key, code or exact name, from list_accounts. A name that matches more than one account is refused with the choices. |
| directionOptional | in (money in) or out (money out); absent for both. |
| bank_accountOptional | One bank account the rule is limited to; absent for all. |
| priorityOptional | 1 to 1000; absent for the default. |
| functional_classOptional | Nonprofit books only: program, management or fundraising. |
apply_change
Apply one previewed change exactly as previewed, all or nothing, after the user confirmed it. If the plan expired or the books changed since, nothing changes: preview again. Applying the same plan again returns its first result and never changes the books twice.
MCP only, for an app signed in with 42six that you allowed to propose changes (books:write).
| Parameter | Description |
|---|---|
| plan_idRequired | The plan_id a preview returned. |