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.
In the tables below, Tool shows the human-facing MCP tool title that AI clients may display.
Workspace & Context
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
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
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
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
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
Create a manual transaction
"Add a $500 owner contribution on March 15"
Modify transactions
Write
Transfer Matching
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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?"
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
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
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
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