> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/ai/developer-tools/mcp/references.md). # References Use this page when you need exact MCP connection values or want to confirm how Kick MCP chooses credentials, workspaces, and available tools. For step-by-step setup, see [Connect custom AI tools](/ai/mcp/connectors/connect-custom-ai-tools.md). ### Hosted MCP endpoint Remote MCP clients connect to: ``` https://use.kick.co/mcp ``` OAuth-capable clients can discover Kick's protected resource metadata at: ``` https://use.kick.co/.well-known/oauth-protected-resource ``` Kick MCP has two kinds of tools: * **Read-only tools** look up data and run reports without making any changes. * **Write tools** make changes you approve, like creating a transaction or posting a journal entry. If your AI client uses OAuth, it requests these as the `mcp:read` and `mcp:write` scopes. ### PAT bearer header For PAT-based clients, send the token as a bearer header: ``` Authorization: Bearer kick_pat_... ``` {% hint style="warning" %} Keep PATs out of prompts, source control, and shared docs. Revoke any token you suspect has been exposed. {% endhint %} ### Local stdio command Local MCP clients can run the Kick CLI: ``` { "command": "kick", "args": ["mcp", "serve"] } ``` To bind the local MCP session to a workspace, include the global workspace flag before `mcp serve`: ``` kick --workspace mcp serve ``` If `kick` is not on your `PATH`, replace `kick` with the absolute path to your installed or built Kick binary. ### Credential lookup order The local MCP server resolves credentials the same way as the CLI: 1. `--token ` 2. `KICK_PAT` 3. `KICK_API_TOKEN` 4. OS keychain from `kick login` 5. `~/.config/kick/credentials` `KICK_API_TOKEN` is the older environment variable name. Prefer `KICK_PAT`. ### Workspace selection Workspace-scoped MCP tools can receive `workspaceId` in tool arguments. If local `kick mcp serve` does not receive `workspaceId` from the client, it falls back to: 1. `--workspace ` 2. The active profile's `defaultWorkspaceId` For remote PAT sessions, workspace-bound PATs inject their bound workspace by default. User-scoped PATs and OAuth tokens should pass `workspaceId`. ### Find available tools Use the tool list shown by your AI client as the current source of truth. Available Kick tools can vary by token scope, workspace permissions, enabled features, and client cache state. Common ways to inspect tools: * Open the client's MCP, tools, or connector panel and look for the Kick server. * Use a client command such as `/mcp list`, `MCP: List Servers`, or the equivalent command in your client. * Ask a safe read-only prompt: > List the Kick tools you can use. Identify which ones are read-only, then confirm the active workspace before looking up any client data. If a tool was recently added or renamed, restart or reconnect the MCP client so it reloads the tool list. ### Common tool examples These examples are not a complete list. Use your MCP client's tool list for the up-to-date names available to your credential. * `workspaces_list` - list workspaces the credential can access. * `workspaces_get` - inspect a specific workspace. * `transactions_find` - search transactions with filters. * `transactions_get` - inspect a specific transaction. * `reports_profit_loss_get` - pull a profit and loss report. * `reports_balance_sheet_get` - pull a balance sheet. * `reports_trial_balance_get` - pull a trial balance. * `activity_list` - list recent activity. Kick MCP tools use portable names, usually lower snake case. The available list can vary by token scope, workspace permissions, and feature flags. ### Safety reminders * Use read-only access for lookup and reporting. * Use write access only when the workflow needs it. * Confirm workspace and entity IDs before using an assistant on client data. * Treat assistant output as a draft until an accountant reviews it. For setup examples, see [Connect custom AI tools](/ai/mcp/connectors/connect-custom-ai-tools.md). For more safety detail, see [Permissions and Security](/ai/permissions-and-security.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.kick.co/ai/developer-tools/mcp/references.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.