# 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](/ai/developer-tools/mcp/tool-reference.md). {% endhint %}