Available tools
Which tools an AI client can use through MCP.
The AI client picks the tools itself. You just describe what you need. This overview helps you judge what's possible. Tools that write are marked with ✎.
| Tool | Purpose |
|---|
list_my_teams | List your teams |
get_usage | Remaining credits |
| Tool | Purpose |
|---|
list_collections, get_collection, find_collection_by_fund_name | Find and read collections |
get_report, list_report_companies | Fund metrics and portfolio companies of a report |
create_report_upload_url → finalize_report_upload ✎ | Upload a report and have it extracted |
create_collection, update_collection ✎ | Create or rename a collection |
delete_report ✎ | Delete a report permanently |
| Tool | Purpose |
|---|
portfolio_summary, list_positions, get_position, get_company | Read portfolio and positions |
list_valuations, list_position_events | Valuations and cashflows |
create_fund_lp_position, create_direct_equity_position, create_safe, create_spv, create_option_grant, create_share_account, convert_note ✎ | Create or convert positions |
record_contribution, record_cashflow, add_valuation, record_position_event, update_position_event, delete_position_event ✎ | Record capital calls, distributions, valuations |
update_position, set_position_status, set_position_holder, set_vesting_schedule, delete_vesting_schedule ✎ | Change positions |
| Tool | Purpose |
|---|
list_entity_bank_accounts | Bank accounts of an entity |
add_entity_bank_account, archive_entity_bank_account, set_position_paying_account ✎ | Maintain and assign bank accounts |
| Tool | Purpose |
|---|
list_directory_entities, list_directory_people | Search the directory |
create_directory_entity, create_directory_person ✎ | Create entries |
generate_letterhead, generate_person_letterhead, generate_letter, generate_person_letter | Letterhead or letter as a file |
generate_dossier | KYC dossier as a ZIP |
| Tool | Purpose |
|---|
list_books, list_transactions | Books and transactions |
get_trial_balance, get_profit_and_loss, get_tax_report, get_cost_centres | Trial balance, profit and loss, VAT, cost centres |
code_transaction ✎ | Code a transaction |
The machine-readable, always current list is at app.zahlenwerk.studio/llms.txt.