Use Case Library

Explore examples of MCP workflows you can run with Kick

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.

Outstanding Tasks Review

Review open tasks across 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.

Complex Manual Journal Entry

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.

Activity Audit

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.

Trailing 12 Months Flux Analysis

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.

Cash Flow Forecasting and Analysis

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.

Copy Custom Chart of Accounts

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.