Kick Tool List | AI & MCP | Kick Docs
Workspace & Context
What you can ask
| Example | Tool | Read / Write |
|---|---|---|
| "What workspaces and entities can I work in?" | GitBook Assistant | Browse workspaces and entities |
| "Find the workspace for Acme LLC" | GitBook Assistant | Resolve workspace, entity, or ledger |
Transactions
Finding and reading
| Example | Tool | Read / Write |
|---|---|---|
| "Find all unreviewed Stripe transactions from last quarter" | GitBook Assistant | Search transactions by date, amount, counterparty, category, review state, or keyword |
| "Show me transaction 12345" | GitBook Assistant | Get full details on a specific transaction |
Updating
| Example | Tool | Read / Write |
|---|---|---|
| "Recategorize this to Travel" | GitBook Assistant | Change the category, counterparty, memo, class, or entity |
| "Set all these Stripe transactions to Revenue" | GitBook Assistant | Update multiple transactions at once |
Deleting
| Example | Tool | Read / Write |
|---|---|---|
| "Delete this duplicate transaction" | GitBook Assistant | Mark a transaction for deletion |
| "Undo the delete on transaction 12345" | GitBook Assistant | Cancel a pending deletion |
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.
Manual transactions
| Example | Tool | Read / Write |
|---|---|---|
| "Add a $500 owner contribution on March 15" | GitBook Assistant | Create a manual transaction |
Transfer Matching
| Example | Tool | Read / Write |
|---|---|---|
| "Match these two as a transfer" | GitBook Assistant | Match two transactions as a transfer between accounts |
| "Unmatch this transfer pair" | GitBook Assistant | Unmatch a previously matched transfer |
Documents
| Example | Tool | Read / Write |
|---|---|---|
| "Find the invoice from Acme in March" | GitBook Assistant | Search documents in your workspace |
| "Upload this receipt" | GitBook Assistant | Upload a document |
Rules
| Example | Tool | Read / Write |
|---|---|---|
| "What rules do we have for Stripe?" | GitBook Assistant | List rules and rule groups |
| "Create a rule to categorize all Gusto transactions as Payroll" | GitBook Assistant | Create a new rule |
Categories
| Example | Tool | Read / Write |
|---|---|---|
| "Show me all available categories" | GitBook Assistant | List all categories in the workspace |
| "Create a category called 'R&D Contractors'" | GitBook Assistant | Create a new category |
Counterparties
| Example | Tool | Read / Write |
|---|---|---|
| "Show all counterparties" | GitBook Assistant | List counterparties in the workspace |
| "Add a new counterparty called 'Acme Corp'" | GitBook Assistant | Create a counterparty |
Classes
| Example | Tool | Read / Write |
|---|---|---|
| "What classes do we have?" | GitBook Assistant | List classes in the workspace |
| "Add a class called 'East Coast'" | GitBook Assistant | Create a class |
Reports
| Example | Tool | Read / Write |
|---|---|---|
| "Run a P&L for Q1" | GitBook Assistant | Profit & Loss |
| "Show the balance sheet as of March 31" | GitBook Assistant | Balance Sheet |
Chart of Accounts
| Example | Tool | Read / Write |
|---|---|---|
| "Show all liability accounts" | GitBook Assistant | List accounts |
| "Add a 'Credit Card Rewards' income account" | GitBook Assistant | Create a new account |
Ledger Setup
| Example | Tool | Read / Write |
|---|---|---|
| "Show all ledgers for this workspace" | GitBook Assistant | List ledgers in the workspace |
| "What's the ledger for Entity A?" | GitBook Assistant | Get the ledger for a specific entity |
Journal Entries & Manual Journals
| Example | Tool | Read / Write |
|---|---|---|
| "Show me journal entry JE-1234" | GitBook Assistant | Look up a journal entry |
| "Create a manual journal to accrue $5,000 of rent expense" | GitBook Assistant | Create a manual journal entry |
Opening Balances
| Example | Tool | Read / Write |
|---|---|---|
| "Show opening balances for this ledger" | GitBook Assistant | View opening balances for a ledger |
| "Set the Checking opening balance to $12,500" | GitBook Assistant | Set or update an opening balance |
Invoices
| Example | Tool | Read / Write |
|---|---|---|
| "Create an invoice for $1,500 of consulting services" | GitBook Assistant | Create invoices |
| "Change invoice INV-1001 to $1,750" | GitBook Assistant | Update or delete invoices |
Bills
| Example | Tool | Read / Write |
|---|---|---|
| "Create a bill for $320 of office supplies" | GitBook Assistant | Create bills |
| "Update bill BILL-2001 to $410" | GitBook Assistant | Update or delete bills |
Entities & Financial Accounts
| Example | Tool | Read / Write |
|---|---|---|
| "Show all connected financial accounts" | GitBook Assistant | List connected bank and payment accounts |
| "List every entity in this workspace" | GitBook Assistant | List all entities in a workspace |
Client Onboarding
| Example | Tool | Read / Write |
|---|---|---|
| "Set up a new client organization for Acme LLC" | GitBook Assistant | Create a new organization client |
Tasks
| Example | Tool | Read / Write |
|---|---|---|
| "What tasks are open in this workspace?" | GitBook Assistant | List tasks |
| "Create a task to review the Q1 books" | GitBook Assistant | Create a task |
Skills
| Example | Tool | Read / Write |
|---|---|---|
| "What Kick skills can you load?" | GitBook Assistant | List available Kick skill guides |
| "Load the transaction review skill before we triage" | GitBook Assistant | Load a step-by-step workflow guide |
Activity & Audit Trail
| Example | Tool | Read / Write |
|---|---|---|
| "Show me what changed in the last 7 days" | GitBook Assistant | View recent activity in the workspace |
| "Undo this categorization change" | GitBook Assistant | Revert an activity |
For a full technical reference including input parameters, output schemas, and enums, see the MCP Tool Reference.