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Revoking the connection or losing access disables it." } } } }, { "course": "review-export", "tool": "browser_download", "response": { "status": 200, "format": "xlsx", "byte_length": 8282, "sha256": "115500e964530b4b6058e92b6233f778136ac42ea4ce367932dd391a4821f4e0" } }, { "course": "clients-recovery", "tool": "list_clients", "arguments": {}, "response": { "content": [ { "text": "{\"clients\": []}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "clients": [] } } } }, { "course": "clients-recovery", "tool": "preview_create_client", "arguments": { "name": "Fictional Training Client" }, "response": { "content": [ { "text": "{\"operation\": \"create_client\", \"changes\": {\"name\": \"Fictional Training Client\"}, \"summary\": \"Create a client named 'Fictional Training Client' in this workspace.\", \"confirmation_token\": \"[REDACTED]\", \"expires_at\": \"2026-10-30T15:52:21+00:00\", \"notice\": \"Review this exact change before committing. A changed record requires a new preview.\"}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "operation": "create_client", "changes": { "name": "Fictional Training Client" }, "summary": "Create a client named 'Fictional Training Client' in this workspace.", "confirmation_token": "[REDACTED]", "expires_at": "2026-10-30T15:52:21+00:00", "notice": "Review this exact change before committing. A changed record requires a new preview." } } } }, { "course": "clients-recovery", "tool": "create_client", "arguments": { "confirmation_token": "[REDACTED]" }, "response": { "content": [ { "text": "{\"replayed\": false, \"result\": {\"id\": \"cff86f74-ba84-4c0d-a062-e69248e82cc4\", \"name\": \"Fictional Training Client\", \"client_code\": null, \"is_archived\": false, \"created_at\": \"2026-10-30T11:47:21.172626\"}}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "replayed": false, "result": { "id": "cff86f74-ba84-4c0d-a062-e69248e82cc4", "name": "Fictional Training Client", "client_code": null, "is_archived": false, "created_at": "2026-10-30T11:47:21.172626" } } } } }, { "course": "clients-recovery", "tool": "preview_assign_invoice_client", "arguments": { "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008", "client_id": "cff86f74-ba84-4c0d-a062-e69248e82cc4" }, "response": { "content": [ { "text": "{\"operation\": \"assign_invoice_client\", \"changes\": {\"invoice_id\": \"da26b688-4924-4df9-bf9a-7f809d0f5008\", \"client_id\": \"cff86f74-ba84-4c0d-a062-e69248e82cc4\", \"target\": {\"invoice_id\": \"da26b688-4924-4df9-bf9a-7f809d0f5008\", \"review_status\": \"approved\", \"invoice_number\": \"FICTIONAL-MCP-da26b688\", \"vendor_name\": \"Fictional Freight\", \"currency\": \"USD\", \"total_amount\": 20}}, \"summary\": \"Assign this invoice to client 'Fictional Training Client'.\", \"confirmation_token\": \"[REDACTED]\", \"expires_at\": \"2026-10-30T15:52:21+00:00\", \"notice\": \"Review this exact change before committing. A changed record requires a new preview.\"}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "operation": "assign_invoice_client", "changes": { "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008", "client_id": "cff86f74-ba84-4c0d-a062-e69248e82cc4", "target": { "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008", "review_status": "approved", "invoice_number": "FICTIONAL-MCP-da26b688", "vendor_name": "Fictional Freight", "currency": "USD", "total_amount": 20 } }, "summary": "Assign this invoice to client 'Fictional Training Client'.", "confirmation_token": "[REDACTED]", "expires_at": "2026-10-30T15:52:21+00:00", "notice": "Review this exact change before committing. A changed record requires a new preview." } } } }, { "course": "clients-recovery", "tool": "assign_invoice_client", "arguments": { "confirmation_token": "[REDACTED]" }, "response": { "content": [ { "text": "{\"replayed\": false, \"result\": {\"ok\": true, \"message\": \"Saved\"}}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "replayed": false, "result": { "ok": true, "message": "Saved" } } } } }, { "course": "clients-recovery", "tool": "list_duplicate_groups", "arguments": {}, "response": { "content": [ { "text": "{\"groups\": [], \"total_groups\": 0, \"total_invoices\": 0}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "groups": [], "total_groups": 0, "total_invoices": 0 } } } }, { "course": "clients-recovery", "tool": "preview_update_invoice_notes", "arguments": { "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008", "notes": "Old proposed replacement." }, "response": { "content": [ { "text": "{\"operation\": \"update_invoice_notes\", \"changes\": {\"invoice_id\": \"da26b688-4924-4df9-bf9a-7f809d0f5008\", \"notes\": \"Old proposed replacement.\", \"target\": {\"invoice_id\": \"da26b688-4924-4df9-bf9a-7f809d0f5008\", \"review_status\": \"approved\", \"invoice_number\": \"FICTIONAL-MCP-da26b688\", \"vendor_name\": \"Fictional Freight\", \"currency\": \"USD\", \"total_amount\": 20}, \"previous_notes\": \"Fictional training: reviewed the printed invoice; awaiting approval.\"}, \"summary\": \"Replace this invoice's saved review notes.\", \"confirmation_token\": \"[REDACTED]\", \"expires_at\": \"2026-10-30T15:52:21+00:00\", \"notice\": \"Review this exact change before committing. A changed record requires a new preview.\"}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "operation": "update_invoice_notes", "changes": { "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008", "notes": "Old proposed replacement.", "target": { "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008", "review_status": "approved", "invoice_number": "FICTIONAL-MCP-da26b688", "vendor_name": "Fictional Freight", "currency": "USD", "total_amount": 20 }, "previous_notes": "Fictional training: reviewed the printed invoice; awaiting approval." }, "summary": "Replace this invoice's saved review notes.", "confirmation_token": "[REDACTED]", "expires_at": "2026-10-30T15:52:21+00:00", "notice": "Review this exact change before committing. A changed record requires a new preview." } } } }, { "course": "clients-recovery", "transport": "IPP website API", "tool": "website_update_review_notes", "method": "PATCH", "path": "/api/review/da26b688-4924-4df9-bf9a-7f809d0f5008/notes", "arguments": { "notes": "Fictional colleague updated notes on the website." }, "response": { "ok": true } }, { "course": "clients-recovery", "tool": "get_invoice_review", "arguments": { "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008" }, "response": { "content": [ { "text": "{\"id\": \"da26b688-4924-4df9-bf9a-7f809d0f5008\", \"firm_id\": \"06000000-0000-4000-8000-00000000000a\", \"client_id\": \"cff86f74-ba84-4c0d-a062-e69248e82cc4\", \"original_filename\": \"fictional-mcp-invoice.pdf\", \"extraction_status\": \"completed\", \"extracted_data\": {\"currency\": \"USD\", \"subtotal\": 20, \"vendor_name\": \"Fictional Freight\", \"invoice_date\": \"2026-10-01\", \"total_amount\": 20, \"invoice_number\": \"FICTIONAL-MCP-da26b688\"}, \"created_at\": 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\"total_amount\": {\"level\": \"high\", \"reason\": null}, \"currency\": {\"level\": \"high\", \"reason\": null}, \"payment_terms\": {\"level\": \"high\", \"reason\": null}, \"customer_name\": {\"level\": \"high\", \"reason\": null}, \"line_items\": [], \"po_number\": {\"level\": \"high\", \"reason\": null}}, \"rejection_reason_code\": null, \"rejection_reason_label\": null, \"review_notes_clean\": \"Fictional colleague updated notes on the website.\", \"is_credit_memo\": false, \"pending_approvals\": [], \"initialization_required\": true, \"extraction_confidence\": null, \"confidence_reasons\": [], \"extraction_flags\": []}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "id": "da26b688-4924-4df9-bf9a-7f809d0f5008", "firm_id": "06000000-0000-4000-8000-00000000000a", "client_id": "cff86f74-ba84-4c0d-a062-e69248e82cc4", "original_filename": "fictional-mcp-invoice.pdf", "extraction_status": "completed", "extracted_data": { "currency": "USD", "subtotal": 20, "vendor_name": "Fictional Freight", "invoice_date": "2026-10-01", "total_amount": 20, "invoice_number": "FICTIONAL-MCP-da26b688" }, "created_at": "2026-10-30T11:47:20.432211", "updated_at": "2026-10-30T11:47:21.061725", "review_status": "approved", "document_type": "invoice", "client_name": "Fictional Training Client", "quickbooks_bill_id": null, "quickbooks_synced_at": null, "zoho_bill_id": null, "zoho_synced_at": null, "xero_bill_id": null, "xero_synced_at": null, "po_match_status": null, "matched_po_id": null, "match_variance_reason": null, "deleted_at": null, "firm_name": "Synthetic Freight a", "line_items": [ { "id": null, "printed_line_index": 0, "editable": false, "description": "Fictional delivery", "quantity": 2, "unit_price": 10, "tax_amount": null, "total": 20, "is_verified": false } ], "line_items_materialized": false, "review": { "id": "cc27f468-b324-49e8-a0ba-c33f485bacbe", "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008", "status": "approved", 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Preview the change again.\"}", "type": "text" } ], "isError": true, "structuredContent": { "status": "refused", "code": "conflict", "detail": "The saved record changed after this preview. Preview the change again." } } }, { "course": "clients-recovery", "tool": "preview_trash_invoice", "arguments": { "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008" }, "response": { "content": [ { "text": "{\"operation\": \"trash_invoice\", \"changes\": {\"invoice_id\": \"da26b688-4924-4df9-bf9a-7f809d0f5008\", \"action\": \"move to 30-day restorable trash\"}, \"summary\": \"Move this invoice to 30-day restorable trash.\", \"confirmation_token\": \"[REDACTED]\", \"expires_at\": \"2026-10-30T15:52:21+00:00\", \"notice\": \"Review this exact change before committing. A changed record requires a new preview.\"}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "operation": "trash_invoice", "changes": { "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008", "action": "move to 30-day restorable trash" }, "summary": "Move this invoice to 30-day restorable trash.", "confirmation_token": "[REDACTED]", "expires_at": "2026-10-30T15:52:21+00:00", "notice": "Review this exact change before committing. A changed record requires a new preview." } } } }, { "course": "clients-recovery", "tool": "trash_invoice", "arguments": { "confirmation_token": "[REDACTED]" }, "response": { "content": [ { "text": "{\"replayed\": false, \"result\": {\"ok\": true, \"retention_days\": 30, \"deleted\": 1, \"already_deleted\": 0, \"deleted_ids\": [\"da26b688-4924-4df9-bf9a-7f809d0f5008\"], \"already_deleted_ids\": [], \"skipped_pushed_ids\": [], \"skipped\": []}}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "replayed": false, "result": { "ok": true, "retention_days": 30, "deleted": 1, "already_deleted": 0, "deleted_ids": [ "da26b688-4924-4df9-bf9a-7f809d0f5008" ], "already_deleted_ids": [], "skipped_pushed_ids": [], "skipped": [] } } } } }, { "course": "clients-recovery", "tool": "list_trashed_invoices", "arguments": {}, "response": { "content": [ { "text": "{\"invoices\": [{\"id\": \"da26b688-4924-4df9-bf9a-7f809d0f5008\", \"vendor_name\": \"Fictional Freight\", \"invoice_number\": \"FICTIONAL-MCP-da26b688\", \"invoice_date\": \"2026-10-01\", \"total_amount\": 20, \"currency\": \"USD\", \"original_filename\": \"fictional-mcp-invoice.pdf\", \"client_name\": \"Fictional Training Client\", \"review_status\": \"approved\", \"document_type\": \"invoice\", \"batch_id\": null, \"created_at\": \"2026-10-30T11:47:20.432211\", \"deleted_at\": \"2026-10-30T11:47:21.332361\", \"days_until_purge\": 30}], \"total\": 1, \"retention_days\": 30}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "invoices": [ { "id": "da26b688-4924-4df9-bf9a-7f809d0f5008", "vendor_name": "Fictional Freight", "invoice_number": "FICTIONAL-MCP-da26b688", "invoice_date": "2026-10-01", "total_amount": 20, "currency": "USD", "original_filename": "fictional-mcp-invoice.pdf", "client_name": "Fictional Training Client", "review_status": "approved", "document_type": "invoice", "batch_id": null, "created_at": "2026-10-30T11:47:20.432211", "deleted_at": "2026-10-30T11:47:21.332361", "days_until_purge": 30 } ], "total": 1, "retention_days": 30 } } } }, { "course": "clients-recovery", "tool": "preview_restore_invoice", "arguments": { "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008" }, "response": { "content": [ { "text": "{\"operation\": \"restore_invoice\", \"changes\": {\"invoice_id\": \"da26b688-4924-4df9-bf9a-7f809d0f5008\", \"action\": \"restore from trash\"}, \"summary\": \"Restore this invoice from restorable trash.\", \"confirmation_token\": \"[REDACTED]\", \"expires_at\": \"2026-10-30T15:52:21+00:00\", \"notice\": \"Review this exact change before committing. A changed record requires a new preview.\"}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "operation": "restore_invoice", "changes": { "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008", "action": "restore from trash" }, "summary": "Restore this invoice from restorable trash.", "confirmation_token": "[REDACTED]", "expires_at": "2026-10-30T15:52:21+00:00", "notice": "Review this exact change before committing. A changed record requires a new preview." } } } }, { "course": "clients-recovery", "tool": "restore_invoice", "arguments": { "confirmation_token": "[REDACTED]" }, "response": { "content": [ { "text": "{\"replayed\": false, \"result\": {\"ok\": true, \"restored\": true, \"invoice_id\": \"da26b688-4924-4df9-bf9a-7f809d0f5008\"}}", "type": "text" } ], "isError": false, "structuredContent": { "status": "done", "data": { "replayed": false, "result": { "ok": true, "restored": true, "invoice_id": "da26b688-4924-4df9-bf9a-7f809d0f5008" } } } } } ] }