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Codat MCP by usefulapi

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MCP server for Codat — companies, connections, invoices, bills and financial statements.

Finance & Payments

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codat_create_company

MUTATES Codat data — create a new company (a container for a customer's data connections). Provide a name; optionally a description, tags, or other attributes via `fields`. Codat API: POST /companies. Returns the created company (incl. its id).

namestring, required

A human-readable name for the company (usually your customer's business name).

fieldsobject

Additional raw Codat fields merged into the request body (escape hatch for any field not typed above).

descriptionstring

Optional description / notes for the company.

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Codat MCP by usefulapi MCP server | mcptry

Tools (28)

codat_create_company

destructive

Argument	Type	Description
name*	string	A human-readable name for the company (usually your customer's business name).
fields	object	Additional raw Codat fields merged into the request body (escape hatch for any field not typed above).
description	string	Optional description / notes for the company.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "A human-readable name for the company (usually your customer's business name)."
    },
    "fields": {
      "type": "object",
      "description": "Additional raw Codat fields merged into the request body (escape hatch for any field not typed above).",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {}
    },
    "description": {
      "type": "string",
      "description": "Optional description / notes for the company."
    }
  }
}

codat_create_connection

MUTATES Codat data — create a new data connection on a company for a given source platform. Provide the platformKey (from codat_list_integrations, e.g. "gbol" for QuickBooks Online sandbox). The connection is created in a PendingAuth state; the customer completes authorization via the returned linkUrl. Codat API: POST /companies/{companyId}/connections. Returns the created connection.

destructive

Argument	Type	Description
fields	object	Additional raw Codat fields merged into the request body (escape hatch for any field not typed above).
companyId*	string	The Codat companyId (UUID).
platformKey*	string	The integration platformKey to connect (from codat_list_integrations).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId",
    "platformKey"
  ],
  "properties": {
    "fields": {
      "type": "object",
      "description": "Additional raw Codat fields merged into the request body (escape hatch for any field not typed above).",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {}
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    },
    "platformKey": {
      "type": "string",
      "description": "The integration platformKey to connect (from codat_list_integrations)."
    }
  }
}

codat_get_balance_sheet

Get a company's balance sheet, broken into periods. periodLength (months per period) and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/balanceSheet.

read-only

Argument	Type	Description
companyId*	string	The Codat companyId (UUID).
startMonth	string	First month of the earliest period (YYYY-MM-DD); defaults to the most recent.
periodLength*	integer	Number of months per period (1-12). Required.
periodsToCompare*	integer	How many periods to return (1-12). Required.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId",
    "periodLength",
    "periodsToCompare"
  ],
  "properties": {
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    },
    "startMonth": {
      "type": "string",
      "description": "First month of the earliest period (YYYY-MM-DD); defaults to the most recent."
    },
    "periodLength": {
      "type": "integer",
      "maximum": 12,
      "minimum": 1,
      "description": "Number of months per period (1-12). Required."
    },
    "periodsToCompare": {
      "type": "integer",
      "maximum": 12,
      "minimum": 1,
      "description": "How many periods to return (1-12). Required."
    }
  }
}

codat_get_cash_flow_statement

Get a company's cash flow statement, broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/cashFlowStatement.

read-only

Argument	Type	Description
companyId*	string	The Codat companyId (UUID).
startMonth	string	First month of the earliest period (YYYY-MM-DD); defaults to the most recent.
periodLength*	integer	Number of months per period (1-12). Required.
periodsToCompare*	integer	How many periods to return (1-12). Required.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId",
    "periodLength",
    "periodsToCompare"
  ],
  "properties": {
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    },
    "startMonth": {
      "type": "string",
      "description": "First month of the earliest period (YYYY-MM-DD); defaults to the most recent."
    },
    "periodLength": {
      "type": "integer",
      "maximum": 12,
      "minimum": 1,
      "description": "Number of months per period (1-12). Required."
    },
    "periodsToCompare": {
      "type": "integer",
      "maximum": 12,
      "minimum": 1,
      "description": "How many periods to return (1-12). Required."
    }
  }
}

codat_get_company

Fetch a single company by id (name, platform, dataConnections, created/lastSync). Codat API: GET /companies/{companyId}.

read-only

Argument	Type	Description
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_get_connection

Fetch a single data connection by id (platformKey, status, sourceType, lastSync). Codat API: GET /companies/{companyId}/connections/{connectionId}.

read-only

Argument	Type	Description
companyId*	string	The Codat companyId (UUID).
connectionId*	string	The Codat connectionId (data connection UUID) within the company.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId",
    "connectionId"
  ],
  "properties": {
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    },
    "connectionId": {
      "type": "string",
      "description": "The Codat connectionId (data connection UUID) within the company."
    }
  }
}

codat_get_data_info

Get a company's accounting metadata (base currency, supported data types, etc.). Codat API: GET /companies/{companyId}/data/info.

read-only

Argument	Type	Description
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_get_data_status

Get the freshness/status of each accounting data type for a company (lastSuccessfulSync, currentStatus, dataType). Use this to check whether a dataset has been pulled before reading it. Codat API: GET /companies/{companyId}/dataStatus.

read-only

Argument	Type	Description
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_get_invoice

Fetch a single AR invoice by id (full object incl. lineItems, paymentAllocations). Codat API: GET /companies/{companyId}/data/invoices/{invoiceId}.

read-only

Argument	Type	Description
companyId*	string	The Codat companyId (UUID).
invoiceId*	string	The invoice id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId",
    "invoiceId"
  ],
  "properties": {
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    },
    "invoiceId": {
      "type": "string",
      "description": "The invoice id."
    }
  }
}

codat_get_profile

Fetch the authenticated Codat account's profile (organization name, redirect URLs, features) — a quick way to verify the API key works. Codat API: GET /profile.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

codat_get_profit_and_loss

Get a company's profit and loss (income statement), broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/profitAndLoss.

read-only

Argument	Type	Description
companyId*	string	The Codat companyId (UUID).
startMonth	string	First month of the earliest period (YYYY-MM-DD); defaults to the most recent.
periodLength*	integer	Number of months per period (1-12). Required.
periodsToCompare*	integer	How many periods to return (1-12). Required.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId",
    "periodLength",
    "periodsToCompare"
  ],
  "properties": {
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    },
    "startMonth": {
      "type": "string",
      "description": "First month of the earliest period (YYYY-MM-DD); defaults to the most recent."
    },
    "periodLength": {
      "type": "integer",
      "maximum": 12,
      "minimum": 1,
      "description": "Number of months per period (1-12). Required."
    },
    "periodsToCompare": {
      "type": "integer",
      "maximum": 12,
      "minimum": 1,
      "description": "How many periods to return (1-12). Required."
    }
  }
}

codat_list_account_transactions

List a company's account transactions (bank/GL transactions) for a data connection. NOTE: this endpoint is CONNECTION-scoped. Codat API: GET /companies/{companyId}/connections/{connectionId}/data/accountTransactions. Returns the paged envelope.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).
companyId*	string	The Codat companyId (UUID).
connectionId*	string	The Codat connectionId (data connection UUID) within the company.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId",
    "connectionId"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    },
    "connectionId": {
      "type": "string",
      "description": "The Codat connectionId (data connection UUID) within the company."
    }
  }
}

codat_list_accounts

List a company's chart of accounts (id, name, nominalCode, type, status, currency, currentBalance). Codat API: GET /companies/{companyId}/data/accounts. Returns the paged envelope.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_list_bill_payments

List a company's bill payments (money paid out to suppliers) — id, supplierRef, date, currency, totalAmount, lines. Codat API: GET /companies/{companyId}/data/billPayments. Returns the paged envelope.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_list_bills

List a company's accounts-payable bills (id, reference, supplierRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /companies/{companyId}/data/bills. Returns the paged envelope.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_list_companies

List the companies in your Codat account. A company represents one of your customers' businesses and holds its data connections. Codat API: GET /companies. Returns the paged envelope { results, pageNumber, pageSize, totalResults, _links }.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    }
  }
}

codat_list_connections

List a company's data connections (each links the company to one source platform, e.g. QuickBooks, Xero). Codat API: GET /companies/{companyId}/connections. Returns the paged envelope.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_list_credit_notes

List a company's credit notes (id, creditNoteNumber, customerRef, issueDate, currency, totalAmount, remainingCredit, status). Codat API: GET /companies/{companyId}/data/creditNotes. Returns the paged envelope.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_list_customers

List a company's customers (id, customerName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/customers. Returns the paged envelope.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_list_direct_costs

List a company's direct costs (point-of-sale purchases: card/cash spend, refunds) for a data connection. NOTE: this endpoint is CONNECTION-scoped. Codat API: GET /companies/{companyId}/connections/{connectionId}/data/directCosts. Returns the paged envelope.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).
companyId*	string	The Codat companyId (UUID).
connectionId*	string	The Codat connectionId (data connection UUID) within the company.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId",
    "connectionId"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    },
    "connectionId": {
      "type": "string",
      "description": "The Codat connectionId (data connection UUID) within the company."
    }
  }
}

codat_list_integrations

List the accounting/commerce/banking platforms (integrations) Codat supports, with their platformKey. Codat API: GET /integrations. Returns the paged envelope.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    }
  }
}

codat_list_invoices

List a company's accounts-receivable invoices (id, invoiceNumber, customerRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /companies/{companyId}/data/invoices. Returns the paged envelope. Tip: filter with query, e.g. "status=Submitted&&amountDue>0".

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_list_journal_entries

List a company's journal entries (id, postedOn, createdOn, journalLines with accountRef/netAmount/currency). Codat API: GET /companies/{companyId}/data/journalEntries. Returns the paged envelope.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_list_payments

List a company's payments received (money in against invoices) — id, customerRef, date, currency, totalAmount, lines/allocations. Codat API: GET /companies/{companyId}/data/payments. Returns the paged envelope.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_list_suppliers

List a company's suppliers/vendors (id, supplierName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/suppliers. Returns the paged envelope.

read-only

Argument	Type	Description
page	integer	Page number (default 1).
query	string	Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderBy	string	Field to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSize	integer	Records per page (1-2000, default 100).
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 1,
      "description": "Page number (default 1)."
    },
    "query": {
      "type": "string",
      "description": "Codat query filter string, e.g. \"status=Paid\" or \"modifiedDate>2026-01-01\". See docs.codat.io/using-the-api/querying."
    },
    "orderBy": {
      "type": "string",
      "description": "Field to order results by, e.g. \"-modifiedDate\" (leading \"-\" for descending)."
    },
    "pageSize": {
      "type": "integer",
      "maximum": 2000,
      "minimum": 1,
      "description": "Records per page (1-2000, default 100)."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_refresh_all_data

MUTATES Codat state — queue a refresh of ALL data types for a company (Codat re-pulls from the connected source platforms). Asynchronous: it enqueues pulls, it does not return the data. Use codat_get_data_status to track progress. Codat API: POST /companies/{companyId}/data/all.

destructive

Argument	Type	Description
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId"
  ],
  "properties": {
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_refresh_data_type

MUTATES Codat state — queue a refresh of ONE data type for a company (e.g. "invoices", "bills", "chartOfAccounts", "balanceSheet"). Asynchronous: it enqueues a pull, it does not return the data. Codat API: POST /companies/{companyId}/data/queue/{dataType}.

destructive

Argument	Type	Description
dataType*	string	The Codat data type key to refresh, e.g. "invoices", "bills", "customers", "chartOfAccounts", "balanceSheet".
companyId*	string	The Codat companyId (UUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companyId",
    "dataType"
  ],
  "properties": {
    "dataType": {
      "type": "string",
      "description": "The Codat data type key to refresh, e.g. \"invoices\", \"bills\", \"customers\", \"chartOfAccounts\", \"balanceSheet\"."
    },
    "companyId": {
      "type": "string",
      "description": "The Codat companyId (UUID)."
    }
  }
}

codat_request

Power-user escape hatch: GET any Codat API path not wrapped by a dedicated tool. READ-ONLY — only GET is allowed. Path starts with a slash (e.g. "/companies/{id}/data/taxRates", "/companies/{id}/reports/agedDebtor"). Codat API: GET {path}.

read-only

Argument	Type	Description
path*	string	API path starting with a slash, e.g. "/companies/{id}/data/items".
query	object	Optional query params object.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "path"
  ],
  "properties": {
    "path": {
      "type": "string",
      "description": "API path starting with a slash, e.g. \"/companies/{id}/data/items\"."
    },
    "query": {
      "type": "object",
      "description": "Optional query params object.",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {}
    }
  }
}