Kick Tool List
The Kick AI agent has access to your full Kick workspace: transactions, rules, reports, accounts, and more. You can ask it to look things up, make changes, and run reports using natural language.
In the tables below, Tool shows the human-facing MCP tool title that AI clients may display.
{% hint style="info" %}
The agent will always show you a preview before making any changes. Confirm or cancel before anything is saved.
{% endhint %}
Workspace & Context
| What you can ask |
Example |
Tool |
Read / Write |
| Browse workspaces you can access, with their entities |
"What workspaces and entities can I work in?" |
Browse workspaces and entities |
Read |
| Resolve a workspace, entity, or ledger by name |
"Find the workspace for Acme LLC" |
Resolve workspace, entity, or ledger |
Read |
Transactions
Finding and reading
| What you can ask |
Example |
Tool |
Read / Write |
| Search transactions by date, amount, counterparty, category, review state, or keyword |
"Find all unreviewed Stripe transactions from last quarter" |
Review transactions |
Read |
| Get full details on a specific transaction |
"Show me transaction 12345" |
Review transactions |
Read |
| Find similar transactions across your workspace |
"What other transactions look like this one?" |
Review transactions |
Read |
| Get transaction statistics (totals, counts) for a filter |
"How much did we spend on Software in Q1?" |
Review transactions |
Read |
| Find suggested transfer matches for a transaction |
"What's the matching transfer for this withdrawal?" |
Review transactions |
Read |
| Find suggested accrual matches (transactions, invoices, or bills) |
"What invoice matches this deposit?" |
Review transactions |
Read |
Updating
| What you can ask |
Example |
Tool |
Read / Write |
| Change the category, counterparty, memo, class, or entity |
"Recategorize this to Travel" |
Modify transactions |
Write |
| Update multiple transactions at once |
"Set all these Stripe transactions to Revenue" |
Modify transactions |
Write |
| Split a transaction across multiple categories |
"Split this $1,200 charge: $800 SaaS, $400 Marketing" |
Modify transactions |
Write |
| Revert split transactions back to a single line |
"Undo the splits on these transactions" |
Modify transactions |
Write |
Deleting
| What you can ask |
Example |
Tool |
Read / Write |
| Mark a transaction for deletion |
"Delete this duplicate transaction" |
Modify transactions |
Write |
| Mark multiple transactions for deletion at once |
"Delete all these imported duplicates" |
Modify transactions |
Write |
| Cancel a pending deletion |
"Undo the delete on transaction 12345" |
Modify transactions |
Write |
{% hint style="warning" %}
The agent can mark transactions for deletion or cancel a pending deletion. Permanent hard deletion is not available through MCP. The agent will show you a preview and ask for confirmation before applying any change.
{% endhint %}
Manual transactions
| What you can ask |
Example |
Tool |
Read / Write |
| Create a manual transaction |
"Add a $500 owner contribution on March 15" |
Modify transactions |
Write |
Transfer Matching
| What you can ask |
Example |
Tool |
Read / Write |
| Match two transactions as a transfer between accounts |
"Match these two as a transfer" |
Match or unmatch transfers |
Write |
| Unmatch a previously matched transfer |
"Unmatch this transfer pair" |
Match or unmatch transfers |
Write |
Documents
| What you can ask |
Example |
Tool |
Read / Write |
| Search documents in your workspace |
"Find the invoice from Acme in March" |
Browse documents |
Read |
| Get metadata for a document |
"What do we have on file for document 34567?" |
Browse documents |
Read |
| Upload a document |
"Upload this receipt" |
Upload documents |
Write |
| Link a document to a transaction |
"Attach invoice 34567 to this transaction" |
Link or detach documents |
Write |
| Remove a document link from a transaction |
"Detach the receipt from this transaction" |
Link or detach documents |
Write |
| Download a document |
"Get me the file for this invoice" |
Download a document |
Read |
Rules
| What you can ask |
Example |
Tool |
Read / Write |
| List rules and rule groups |
"What rules do we have for Stripe?" |
Inspect categorization rules |
Read |
| Preview which transactions a rule would match |
"What transactions would this rule hit?" |
Inspect categorization rules |
Read |
| Preview which transfers a rule would match |
"Show me transfers this rule applies to" |
Inspect categorization rules |
Read |
| See which transactions have been affected by a rule |
"Which transactions did rule 42 touch?" |
Inspect categorization rules |
Read |
| See which transfers have been affected by a rule |
"Which transfers did rule 42 touch?" |
Inspect categorization rules |
Read |
| See accounting defaults |
"What are the default accounting settings?" |
Inspect categorization rules |
Read |
| See normalized descriptions used for counterparty matching |
"What descriptions have been normalized?" |
Inspect categorization rules |
Read |
| Create a new rule |
"Create a rule to categorize all Gusto transactions as Payroll" |
Modify rules |
Write |
| Create a new rule group |
"Create a rule group called 'Payroll Rules'" |
Modify rules |
Write |
| Update a rule |
"Change this rule to also match 'Gusto Payroll'" |
Modify rules |
Write |
| Update a rule group |
"Rename this rule group" |
Modify rules |
Write |
| Update a rule's note |
"Add a note to this rule" |
Modify rules |
Write |
| Delete a rule |
"Delete the duplicate Stripe rule" |
Modify rules |
Write |
| Delete a rule group |
"Delete the empty rule group" |
Modify rules |
Write |
| Change rule priority order |
"Move this rule above the other Gusto rule" |
Modify rules |
Write |
Categories
| What you can ask |
Example |
Tool |
Read / Write |
| List all categories in the workspace |
"Show me all available categories" |
Browse categories |
Read |
| Search categories by name |
"Find categories related to travel" |
Browse categories |
Read |
| Browse the global category library |
"What global categories are available?" |
Browse categories |
Read |
| Get spending statistics by category |
"How much was categorized as Marketing this year?" |
Browse categories |
Read |
| Create a new category |
"Create a category called 'R&D Contractors'" |
Modify categories |
Write |
| Update a category |
"Rename this category to 'Software & SaaS'" |
Modify categories |
Write |
| Delete a category |
"Delete the unused 'Miscellaneous' category" |
Modify categories |
Write |
Counterparties
| What you can ask |
Example |
Tool |
Read / Write |
| List counterparties in the workspace |
"Show all counterparties" |
Browse counterparties |
Read |
| Search counterparties by name |
"Find the Gusto counterparty" |
Browse counterparties |
Read |
| Create a counterparty |
"Add a new counterparty called 'Acme Corp'" |
Modify counterparties |
Write |
| Update a counterparty |
"Update the address for this counterparty" |
Modify counterparties |
Write |
| Delete a counterparty |
"Remove this duplicate counterparty" |
Modify counterparties |
Write |
| Merge two counterparties |
"Merge 'Acme' and 'Acme Corp' into one" |
Modify counterparties |
Write |
| Copy a global counterparty to the workspace |
"Add the global Gusto counterparty to this workspace" |
Modify counterparties |
Write |
Classes
| What you can ask |
Example |
Tool |
Read / Write |
| List classes in the workspace |
"What classes do we have?" |
Browse classes |
Read |
| Search for a class |
"Find the Marketing class" |
Browse classes |
Read |
| Get spending statistics by class |
"What's the total spend for the NYC class?" |
Browse classes |
Read |
| Get transaction counts by class |
"How many transactions are in each class?" |
Browse classes |
Read |
| Create a class |
"Add a class called 'East Coast'" |
Modify classes |
Write |
| Update a class |
"Rename this class to 'West Region'" |
Modify classes |
Write |
| Delete a class |
"Delete the unused 'Temp' class" |
Modify classes |
Write |
Reports
| What you can ask |
Example |
Tool |
Read / Write |
| Profit & Loss |
"Run a P&L for Q1" |
Run financial reports |
Read |
| Balance Sheet |
"Show the balance sheet as of March 31" |
Run financial reports |
Read |
| Cash Flow Statement |
"Get the cash flow statement for this year" |
Run financial reports |
Read |
| Trial Balance |
"Run a trial balance" |
Run financial reports |
Read |
| Chart of Accounts report |
"Show the full chart of accounts" |
Run financial reports |
Read |
| Account Transactions |
"Show all transactions for the Payroll account" |
Run financial reports |
Read |
| Expenses by Vendor |
"What did we spend by vendor last quarter?" |
Run financial reports |
Read |
| Owner Cash Flow |
"Show owner cash flow for the year" |
Run financial reports |
Read |
| Top Transactions |
"What were the largest transactions this month?" |
Run financial reports |
Read |
Chart of Accounts
| What you can ask |
Example |
Tool |
Read / Write |
| List accounts |
"Show all liability accounts" |
Inspect chart of accounts and ledgers |
Read |
| Get all accounts for a workspace |
"List every account in this workspace" |
Inspect chart of accounts and ledgers |
Read |
| Create a new account |
"Add a 'Credit Card Rewards' income account" |
Modify chart of accounts |
Write |
| Update an account |
"Rename this account to 'Bank Fees'" |
Modify chart of accounts |
Write |
| Update multiple accounts at once |
"Set all these accounts to inactive" |
Modify chart of accounts |
Write |
| Disable accounts |
"Disable these legacy accounts" |
Modify chart of accounts |
Write |
| Enable accounts |
"Re-enable this account" |
Modify chart of accounts |
Write |
| Delete accounts |
"Delete these unused accounts" |
Modify chart of accounts |
Write |
| Create an account group |
"Add an account group called 'Payroll & Benefits'" |
Modify account groups |
Write |
| Update an account group |
"Rename this account group" |
Modify account groups |
Write |
| Delete an account group |
"Remove this account group" |
Modify account groups |
Write |
Ledger Setup
| What you can ask |
Example |
Tool |
Read / Write |
| List ledgers in the workspace |
"Show all ledgers for this workspace" |
Inspect chart of accounts and ledgers |
Read |
| Get the ledger for a specific entity |
"What's the ledger for Entity A?" |
Inspect chart of accounts and ledgers |
Read |
Journal Entries & Manual Journals
| What you can ask |
Example |
Tool |
Read / Write |
| Look up a journal entry |
"Show me journal entry JE-1234" |
Inspect manual journal entries |
Read |
| List manual journals |
"Show all manual journals for March" |
Inspect manual journal entries |
Read |
| Create a manual journal entry |
"Create a manual journal to accrue $5,000 of rent expense" |
Modify manual journals |
Write |
| Create multiple manual journals at once |
"Create these three accrual entries" |
Modify manual journals |
Write |
| Update a manual journal |
"Update the memo on this journal entry" |
Modify manual journals |
Write |
| Delete a manual journal |
"Delete this manual journal" |
Modify manual journals |
Write |
Opening Balances
| What you can ask |
Example |
Tool |
Read / Write |
| View opening balances for a ledger |
"Show opening balances for this ledger" |
Inspect opening balances |
Read |
| Get opening balance for a specific account |
"What's the opening balance for Checking?" |
Inspect opening balances |
Read |
| Set or update an opening balance |
"Set the Checking opening balance to $12,500" |
Modify opening balances |
Write |
| Set opening balances in bulk |
"Set these opening balances from my trial balance" |
Modify opening balances |
Write |
| Remove an opening balance |
"Clear the opening balance for this account" |
Modify opening balances |
Write |
Invoices
{% hint style="info" %}
Invoice tools require an accrual ledger plan.
{% endhint %}
| What you can ask |
Example |
Tool |
Read / Write |
| Create invoices |
"Create an invoice for $1,500 of consulting services" |
Create invoices |
Write |
| Update or delete invoices created through MCP |
"Change invoice INV-1001 to $1,750" |
Update invoices |
Write |
Bills
{% hint style="info" %}
Bill tools require an accrual ledger plan.
{% endhint %}
| What you can ask |
Example |
Tool |
Read / Write |
| Create bills |
"Create a bill for $320 of office supplies" |
Create bills |
Write |
| Update or delete bills created through MCP |
"Update bill BILL-2001 to $410" |
Update bills |
Write |
Entities & Financial Accounts
| What you can ask |
Example |
Tool |
Read / Write |
| List connected bank and payment accounts |
"Show all connected financial accounts" |
View financial accounts |
Read |
| List all entities in a workspace |
"List every entity in this workspace" |
Browse entities |
Read |
| Search for an entity |
"Find the entity for Acme LLC" |
Browse entities |
Read |
| Get entity address |
"What address do we have on file for this entity?" |
Browse entities |
Read |
| Create a new entity |
"Add an entity called Acme Consulting LLC" |
Modify entities |
Write |
| Update entity details |
"Update the legal name for this entity" |
Modify entities |
Write |
| Update entity address |
"Change the address for Entity B" |
Modify entities |
Write |
| Save tax locations for an entity |
"Set the tax location for this entity to California" |
Modify entities |
Write |
Client Onboarding
| What you can ask |
Example |
Tool |
Read / Write |
| Create a new organization client |
"Set up a new client organization for Acme LLC" |
Create organization client |
Write |
Tasks
| What you can ask |
Example |
Tool |
Read / Write |
| List tasks |
"What tasks are open in this workspace?" |
Browse tasks |
Read |
| Create a task |
"Create a task to review the Q1 books" |
Modify tasks |
Write |
| Update a task |
"Mark this task as done" |
Modify tasks |
Write |
| Delete a task |
"Remove this completed task" |
Modify tasks |
Write |
Skills
| What you can ask |
Example |
Tool |
Read / Write |
| List available Kick skill guides |
"What Kick skills can you load?" |
List Kick skills |
Read |
| Load a step-by-step workflow guide |
"Load the transaction review skill before we triage" |
Load a Kick skill |
Read |
Skills are step-by-step workflow guides the assistant can load before working in a Kick domain. They document the right attributes, query syntax, and common pitfalls for related tools.
Activity & Audit Trail
| What you can ask |
Example |
Tool |
Read / Write |
| View recent activity in the workspace |
"Show me what changed in the last 7 days" |
Review activity history |
Read |
| Get detailed activity logs |
"Show the audit log for this transaction" |
Review activity history |
Read |
| Get details on a specific activity event |
"What happened in activity event 456?" |
Review activity history |
Read |
| Revert an activity |
"Undo this categorization change" |
Undo activity |
Write |
{% hint style="info" %}
For a full technical reference including input parameters, output schemas, and enums, see → MCP Tool Reference.
{% endhint %}