# Use Case Library

Use these examples as starting points for common MCP workflows in Kick. Each walkthrough shows a practical way to ask your AI assistant to review data, prepare changes, or summarize what needs attention while keeping you in control of anything that writes back to Kick.

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<summary><strong>Outstanding Tasks Review</strong></summary>

Review open tasks across a workspaces so you can prioritize client follow-up and close blockers. Use this workflow to summarize what is overdue, what needs accountant review, and what can be turned into a clear next action.

{% embed url="<https://player.mux.com/Y2CodQlZbRFIH00cUZHOEhTYMoljC00X1sV9fkosyj7Ts>" %}

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<summary><strong>Complex Manual Journal Entry</strong></summary>

Draft a manual journal entry from messy source context, then review the proposed debits, credits, accounts, dates, and memo before posting. Use this pattern when you want the assistant to structure a complex entry without skipping accountant review.

{% embed url="<https://player.mux.com/l3E95uPshsthn7oTxSreij402qS2Pu3I7S6z4QG6W02GI>" %}

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<summary><strong>Activity Audit</strong></summary>

Inspect recent workspace activity before approving close, investigating unexpected changes, or deciding whether to unwind a batch update. The model can summarize who changed what, when it happened, and which edits deserve a closer look.

{% embed url="<https://player.mux.com/3D7qws02Gd3FmhcF6gpTMOj00W401wuSWMy65xWexe8R02E>" %}

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<summary><strong>Trailing 12 Months Flux Analysis</strong></summary>

Ask the model to pull financial reports and compare changes across a trailing 12-month window. Use this to spot unusual movement, identify categories that need explanation, and turn report review into a focused follow-up list.

{% embed url="<https://player.mux.com/zUQ3ONeDWYQT3R2smDkyWgfVa5ghCQGkOQjEfPdIJdE>" %}

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<summary><strong>Cash Flow Forecasting and Analysis</strong></summary>

Combine recent activity, account balances, and expected inflows or outflows to build a cash flow view you can discuss with a client. This is useful for planning conversations, runway checks, and highlighting timing risks.

{% embed url="<https://player.mux.com/G2dzoX81j2pUa62ywTIKZA7lywdc302Vqiy4LuTlL2mU>" %}

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<summary><strong>Copy Custom Chart of Accounts</strong></summary>

Copy a custom Chart of Accounts from one workspace or entity to another. The model can compare structures, explain what will be created, and stop for confirmation before applying setup changes.

{% embed url="<https://player.mux.com/duH01bY9X96HBopMGs3fVwV8ys00VNHqFI5p3ZgHpG7vE>" %}

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