Kick Tool List
User-facing summary of what you can ask the Kick AI agent to do through MCP, grouped by capability.
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.
The agent will always show you a preview before making any changes. Confirm or cancel before anything is saved.
Transactions
Finding and reading
Search transactions by date, amount, counterparty, category, review state, or keyword
"Find all unreviewed Stripe transactions from last quarter"
Find transactions
Read
Get full details on a specific transaction
"Show me transaction 12345"
Get transaction
Read
Find similar transactions across your workspace
"What other transactions look like this one?"
Get similar transaction IDs
Read
Get transaction statistics (totals, counts) for a filter
"How much did we spend on Software in Q1?"
Get transaction statistics
Read
Find suggested transfer matches for a transaction
"What's the matching transfer for this withdrawal?"
Get suggested transfer matches
Read
Updating
Change the category, counterparty, memo, class, or entity
"Recategorize this to Travel"
Update transaction
Write
Mark transactions as reviewed or unreviewed
"Mark these as reviewed"
Update transaction
Write
Update multiple transactions at once
"Set all these Stripe transactions to Revenue"
Bulk update transactions
Write
Split a transaction across multiple categories
"Split this $1,200 charge: $800 SaaS, $400 Marketing"
Update transaction splits
Write
Revert split transactions back to a single line
"Undo the splits on these transactions"
Bulk unsplit transactions
Write
Deleting
Delete a transaction
"Delete this duplicate transaction"
Mark transaction for deletion
Write
Delete multiple transactions at once
"Delete all these imported duplicates"
Bulk mark transactions for deletion
Write
Deleted transactions are permanently removed. The agent will show you a preview and ask for confirmation before deleting.
Manual transactions
Create a manual transaction
"Add a $500 owner contribution on March 15"
Create manual transactions
Write
Transfer Matching
Match two transactions as a transfer between accounts
"Match these two as a transfer"
Match transfer
Write
Unmatch a previously matched transfer
"Unmatch this transfer pair"
Unmatch transfer
Write
Documents
Search documents in your workspace
"Find the invoice from Acme in March"
Search documents
Read
Get metadata for a document
"What do we have on file for document 34567?"
Get document metadata
Read
Upload a document
"Upload this receipt"
Request document upload URL, Confirm document upload
Write
Link a document to a transaction
"Attach invoice 34567 to this transaction"
Link document
Write
Remove a document link from a transaction
"Detach the receipt from this transaction"
Detach document match
Write
Download a document
"Get me the file for this invoice"
Download a document
Read
Rules
List rules and rule groups
"What rules do we have for Stripe?"
List rule groups
Read
Preview which transactions a rule would match
"What transactions would this rule hit?"
Preview rule matching transactions
Read
Preview which transfers a rule would match
"Show me transfers this rule applies to"
Preview matching transfer transactions
Read
See which transactions have been affected by a rule
"Which transactions did rule 42 touch?"
Get applied transactions
Read
See which transfers have been affected by a rule
"Which transfers did rule 42 touch?"
Get applied transfer transactions
Read
See accounting defaults
"What are the default accounting settings?"
Get accounting default rules
Read
See normalized descriptions used for counterparty matching
"What descriptions have been normalized?"
Get normalized descriptions
Read
Create a new rule
"Create a rule to categorize all Gusto transactions as Payroll"
Create rule
Write
Create a new rule group
"Create a rule group called 'Payroll Rules'"
Create rule group
Write
Update a rule
"Change this rule to also match 'Gusto Payroll'"
Update rule
Write
Update a rule group
"Rename this rule group"
Update rule group
Write
Update a rule's note
"Add a note to this rule"
Update rule note
Write
Delete a rule
"Delete the duplicate Stripe rule"
Delete rule
Write
Delete a rule group
"Delete the empty rule group"
Delete rule group
Write
Change rule priority order
"Move this rule above the other Gusto rule"
Change rule order
Write
Categories
List all categories in the workspace
"Show me all available categories"
List categories
Read
Search categories by name
"Find categories related to travel"
Search categories
Read
Browse the global category library
"What global categories are available?"
List global categories
Read
Get spending statistics by category
"How much was categorized as Marketing this year?"
Get category statistics
Read
Create a new category
"Create a category called 'R&D Contractors'"
Create category
Write
Update a category
"Rename this category to 'Software & SaaS'"
Update category
Write
Delete a category
"Delete the unused 'Miscellaneous' category"
Delete category
Write
Counterparties
List counterparties in the workspace
"Show all counterparties"
List counterparties
Read
Create a counterparty
"Add a new counterparty called 'Acme Corp'"
Create counterparty
Write
Update a counterparty
"Update the address for this counterparty"
Update counterparty
Write
Delete a counterparty
"Remove this duplicate counterparty"
Delete counterparty
Write
Merge two counterparties
"Merge 'Acme' and 'Acme Corp' into one"
Merge counterparties
Write
Copy a global counterparty to the workspace
"Add the global Gusto counterparty to this workspace"
Copy global counterparty
Write
Classes
List classes in the workspace
"What classes do we have?"
List classes
Read
Search for a class
"Find the Marketing class"
Search classes
Read
Get spending statistics by class
"What's the total spend for the NYC class?"
Get class statistics
Read
Get transaction counts by class
"How many transactions are in each class?"
Get class transaction counts
Read
Create a class
"Add a class called 'East Coast'"
Create class
Write
Update a class
"Rename this class to 'West Region'"
Update class
Write
Delete a class
"Delete the unused 'Temp' class"
Delete class
Write
Reports
Profit & Loss
"Run a P&L for Q1"
Get profit and loss report
Read
Balance Sheet
"Show the balance sheet as of March 31"
Get balance sheet report
Read
Cash Flow Statement
"Get the cash flow statement for this year"
Get cash flow statement report
Read
Trial Balance
"Run a trial balance"
Get trial balance report
Read
Chart of Accounts report
"Show the full chart of accounts"
Get chart of accounts report
Read
Account Transactions
"Show all transactions for the Payroll account"
Get account transactions report
Read
Expenses by Vendor
"What did we spend by vendor last quarter?"
Get expenses by vendor report
Read
Owner Cash Flow
"Show owner cash flow for the year"
Get owner cash flow report
Read
Top Transactions
"What were the largest transactions this month?"
Get owner top transactions report
Read
Chart of Accounts
List accounts
"Show all liability accounts"
List accounts
Read
Get all accounts for a workspace
"List every account in this workspace"
List workspace accounts
Read
Create a new account
"Add a 'Credit Card Rewards' income account"
Create account
Write
Update an account
"Rename this account to 'Bank Fees'"
Update account
Write
Update multiple accounts at once
"Set all these accounts to inactive"
Bulk update accounts
Write
Disable accounts
"Disable these legacy accounts"
Bulk disable accounts
Write
Enable accounts
"Re-enable this account"
Bulk enable accounts
Write
Delete accounts
"Delete these unused accounts"
Bulk delete accounts
Write
Merge two accounts
"Merge 'Office Supplies' and 'Office Expenses' into one"
Merge accounts
Write
Create an account group
"Add an account group called 'Payroll & Benefits'"
Create account group
Write
Update an account group
"Rename this account group"
Update account group
Write
Delete an account group
"Remove this account group"
Delete account group
Write
Ledger Setup
List ledgers in the workspace
"Show all ledgers for this workspace"
List ledgers
Read
Get the ledger for a specific entity
"What's the ledger for Entity A?"
Get entity ledgers
Read
Journal Entries & Manual Journals
Look up a journal entry
"Show me journal entry JE-1234"
Get journal entry
Read
List manual journals
"Show all manual journals for March"
List manual journals
Read
Create a manual journal entry
"Create a manual journal to accrue $5,000 of rent expense"
Create manual journal
Write
Create multiple manual journals at once
"Create these three accrual entries"
Bulk create manual journals
Write
Update a manual journal
"Update the memo on this journal entry"
Update manual journal
Write
Delete a manual journal
"Delete this manual journal"
Delete manual journal
Write
Opening Balances
View opening balances for a ledger
"Show opening balances for this ledger"
List opening balances
Read
Get opening balance for a specific account
"What's the opening balance for Checking?"
Get opening balance
Read
Set or update an opening balance
"Set the Checking opening balance to $12,500"
Upsert opening balance
Write
Set opening balances in bulk
"Set these opening balances from my trial balance"
Bulk set opening balances
Write
Remove an opening balance
"Clear the opening balance for this account"
Remove opening balance
Write
Entities & Workspace
List connected bank and payment accounts
"Show all connected financial accounts"
List financial accounts
Read
Search for an entity
"Find the entity for Acme LLC"
Search entities
Read
Get entity address
"What address do we have on file for this entity?"
Get entity address
Read
Update entity details
"Update the legal name for this entity"
Update entity
Write
Update entity address
"Change the address for Entity B"
Update entity address
Write
Save tax locations for an entity
"Set the tax location for this entity to California"
Save entity tax locations
Write
List workspaces
"What workspaces do I have access to?"
List workspaces
Read
Search workspaces
"Find the workspace for Acme"
Search workspaces
Read
Get workspace details
"Show details for workspace XYZ"
Get workspace
Read
Get full workspace context
"Give me an overview of this workspace"
Get workspace context
Read
Client Onboarding
Create a new organization client
"Set up a new client organization for Acme LLC"
Create organization client
Write
Tasks
List tasks
"What tasks are open in this workspace?"
List tasks
Read
Create a task
"Create a task to review the Q1 books"
Create question task
Write
Update a task
"Mark this task as done"
Update task
Write
Activity & Audit Trail
View recent activity in the workspace
"Show me what changed in the last 7 days"
List activity
Read
Get detailed activity logs
"Show the audit log for this transaction"
List raw activity logs
Read
Get details on a specific activity event
"What happened in activity event 456?"
Get activity details
Read
Revert an activity
"Undo this categorization change"
Revert activity
Write
For a full technical reference including input parameters, output schemas, and enums, see → MCP Tool Reference.
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