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MCP tool reference
Searchable MCP tool catalog with parameters, returns, aliases, safety hints, and agent usage guidance.
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Showing 146 of 146 tools.
Core tools27 tools
age_of_money
Estimates age of money in the local Clovis ledger.
(days?: number, quote_asset_id: string) => Record<string, unknown>apply_pattern
Recategorizes transactions that match a description pattern, optionally saving the pattern as a rule.
(pattern: string, target_account: string, force?: boolean, persist_rule?: boolean, dry_run?: boolean, source_account?: string | null, date_from?: string | null, date_to?: string | null) => Record<string, unknown>apply_reconciliation_plan
Applies a prepared statement reconciliation plan, usually after reviewing the proposed matches and imports.
(file_path?: string | null, plan_id?: string | null, account_id?: string | null, counterpart_account_id?: string | null, expected_balance?: number | null, currency?: string | null, asset_id?: string | null, date_col?: string | null, amount_col?: string | null, desc_col?: string | null, inflow_col?: string | null, outflow_col?: string | null, skip_rows?: number, skip_footer_rows?: number, date_format?: string, amount_convention?: string, statement_type?: string | null, balance_sign?: string | null, date_tolerance_days?: number, min_likely_score?: number, row_indexes?: number[] | null, commit_imported?: boolean, annotate_posted_matches?: boolean, allow_review_skip?: boolean, require_balance_match?: boolean, sample_limit?: number, include_details?: boolean, verbosity?: string | null, dry_run?: boolean) => Record<string, unknown>apply_rollover
Applies rollover in the local Clovis ledger.
(year: number, month: number, quote_asset_id: string, dry_run?: boolean) => Record<string, unknown>close_period
Closes period in the local Clovis ledger.
(name: string, as_of: string, description?: string | null, dry_run?: boolean) => Record<string, unknown>commit_batch
Commits batch in the local Clovis ledger.
(tx_ids?: string[] | null, batch_id?: string | null, date_from?: string | null, date_to?: string | null, account_id?: string | null, dry_run?: boolean) => Record<string, unknown>consolidate_transfers
Consolidates transfers in the local Clovis ledger.
(account_a: string, account_b: string, transfer_account_id?: string | null, date_tolerance_days?: number, dry_run?: boolean) => Record<string, unknown>detect_recurring
Detects recurring activity in the local Clovis ledger.
(months?: number, year?: number | null, month?: number | null, min_occurrences?: number, amount_tolerance_pct?: number, account_id?: string | null) => Array<Record<string, unknown>>financial_overview
Returns a compact financial summary for the selected period and quote asset.
(year?: number | null, month?: number | null, status?: string, quote_asset_id: string) => Record<string, unknown>financial_picture
Returns a broader snapshot of balances, spending, pending items, and planned activity.
(year?: number | null, month?: number | null, quote_asset_id: string, status?: string | null, include_pending?: boolean, include_planned?: boolean, entity_id?: string | null, account_ids?: string[] | null, asset_account_ids?: string[] | null, liability_account_ids?: string[] | null, earmarks?: Array<Record<string, unknown>> | null, include_open_items?: boolean, open_item_limit?: number, include_summary_markdown?: boolean) => Record<string, unknown>find_realized_planned
Finds realized planned in the local Clovis ledger.
(year?: number | null, month?: number | null, date_from?: string | null, date_to?: string | null, account_id?: string | null, account_ids?: string[] | null, asset_id?: string | null, date_tolerance_days?: number) => Record<string, unknown>flip_entries
Flips journal entries in the local Clovis ledger.
(tx_ids: string[], dry_run?: boolean) => Record<string, unknown>init_defaults
Initializes defaults in the local Clovis ledger.
(template?: string, currency: string, dry_run?: boolean) => Record<string, unknown>list_checkpoints
Lists period checkpoints in the local Clovis ledger.
() => Array<Record<string, unknown>>list_entries
Lists journal entries in the local Clovis ledger.
(tx_id: string) => Array<Record<string, unknown>>list_scheduled
Lists scheduled transactions in the local Clovis ledger.
() => Array<Record<string, unknown>>pending_summary
Summarizes pending summary in the local Clovis ledger.
(year?: number | null, month?: number | null) => Record<string, unknown>process_scheduled
Processes scheduled transactions in the local Clovis ledger.
(through_date?: string | null, dry_run?: boolean) => Record<string, unknown>project_month_end
Projects month end in the local Clovis ledger.
(year?: number | null, month?: number | null, expected_inflows?: Array<Record<string, unknown>> | null, expected_outflows?: Array<Record<string, unknown>> | null, expected_paychecks?: Array<Record<string, unknown>> | null, include_pending?: boolean, include_planned?: boolean, account_ids?: string[] | null, asset_account_ids?: string[] | null, liability_account_ids?: string[] | null, quote_asset_id: string) => Record<string, unknown>query_effects
Returns semantic transaction effect lines for income, expenses, balance-sheet movement, transfers, refunds, corrections, and grouped reporting.
(year?: number | null, month?: number | null, date_from?: string | null, date_to?: string | null, status?: string | null, query?: string | null, account_id?: string | null, category_id?: string | null, account_type?: string | null, asset_id?: string | null, group_by?: string, limit?: number, offset?: number, sort?: string) => Record<string, unknown>recognize_gain_loss
Records gain loss in the local Clovis ledger.
(date: string, amount: number, investment_account_id: string, description: string, gain_loss_account_id?: string | null, status?: string, asset_id?: string | null, dry_run?: boolean) => Record<string, unknown>record_pending_expenses
Records pending expenses in the local Clovis ledger.
(account_id: string, transactions: Array<Record<string, unknown>>, counterpart_id?: string | null, asset_id?: string | null, batch_label?: string | null, tags?: Record<string, unknown> | null, dry_run?: boolean, skip_dedup?: boolean) => Record<string, unknown>reopen_period
Reopens period in the local Clovis ledger.
(checkpoint_id: string, dry_run?: boolean) => Record<string, unknown>top_descriptions
Shows descriptions in the local Clovis ledger.
(account_id: string, limit?: number, status?: string | null) => Array<Record<string, unknown>>transfer
Records transfer in the local Clovis ledger.
(from_account_id: string, to_account_id: string, amount: number, date: string, description: string, status?: string, asset_id?: string | null, dry_run?: boolean) => Record<string, unknown>void_by_filter
Voids or hard-deletes transactions matching a filter, with dry-run enabled by default.
(date_from?: string | null, date_to?: string | null, account_id?: string | null, status?: string | null, asset_id?: string | null, posted_at_from?: string | null, posted_at_to?: string | null, dry_run?: boolean, hard_delete?: boolean, sample_limit?: number | null) => Record<string, unknown>Ledger and accounts38 tools
account_balances
Shows posted, pending, and current balances by account and asset.
(account_type?: string | null, asset_id?: string | null, as_of?: string | null, rollup?: boolean, hide_zero?: boolean, native_asset_only?: boolean, presentation?: string, account_ids?: string[] | null, entity_id?: string | null) => Array<Record<string, unknown>>account_register
Shows the transaction register for one account, with date, status, branch, and pagination filters.
(account_id: string, asset_id?: string | null, date_from?: string | null, date_to?: string | null, time_from?: string | null, time_to?: string | null, branch?: string | null, status?: string | null, limit?: number, offset?: number, summary?: boolean) => Record<string, unknown>assert_balance
Checks balance in the local Clovis ledger.
(account_id: string, expected: number, date?: string | null, asset_id?: string | null, status?: string | null) => Record<string, unknown>assert_balances
Checks balances in the local Clovis ledger.
(assertions: unknown[], status?: string | null) => Record<string, unknown>balance_sheet
Builds an assets, liabilities, and equity report for a date or scenario branch.
(date?: string | null, branch?: string | null, compact?: boolean, include_pending?: boolean, status?: string, hide_zero?: boolean, quote_asset_id: string, account_ids?: string[] | null, entity_id?: string | null) => Record<string, unknown>count_transactions
Counts transactions in the local Clovis ledger.
(account_id?: string | null, status?: string | null, date_from?: string | null, date_to?: string | null) => Record<string, unknown>create_account
Creates account in the local Clovis ledger.
(name: string, type: string, code?: string, parent_id?: string | null, color_hex?: string, default_asset_id?: string | null, dry_run?: boolean) => Record<string, unknown>create_accounts
Creates accounts in the local Clovis ledger.
(accounts: Array<Record<string, unknown>>, dry_run?: boolean) => Record<string, unknown>create_scheduled_transaction
Creates scheduled transactions transaction in the local Clovis ledger.
(date: string, amount: number, from_account_id: string, to_account_id: string, description?: string, frequency?: string, end_date?: string | null, asset_id?: string | null, dry_run?: boolean) => Record<string, unknown>create_transaction
Creates transaction in the local Clovis ledger.
(date: string, amount: number, from_account_id: string, to_account_id: string, description: string, status?: string, asset_id?: string | null, branch?: string | null, dry_run?: boolean) => Record<string, unknown>delete_account
Deletes account in the local Clovis ledger.
(id: string, dry_run?: boolean) => Record<string, unknown>delete_transaction
Deletes transaction in the local Clovis ledger.
(id: string, hard_delete?: boolean, dry_run?: boolean) => Record<string, unknown>export_ledger
Exports ledger in the local Clovis ledger.
(output_path?: string | null, entity_id?: string | null, date_from?: string | null, date_to?: string | null, account_ids?: string[] | null) => Record<string, unknown>export_transactions
Exports transactions in the local Clovis ledger.
(account_id?: string | null, date_from?: string | null, date_to?: string | null, status?: string | null, output_path?: string | null) => Record<string, unknown>get_account_by_name
Shows account by name in the local Clovis ledger.
(name: string) => Record<string, unknown> | nullget_balance
Shows balance in the local Clovis ledger.
(account_id: string, asset_id?: string | null, date?: string | null, status?: string) => Record<string, unknown>get_ledger_operation
Shows ledger operation in the local Clovis ledger.
(operation_id: string) => Record<string, unknown>import_ledger
Imports ledger in the local Clovis ledger.
(file_path?: string | null, data?: string | null, preserve_ids?: boolean, dry_run?: boolean) => Record<string, unknown>import_transactions
Imports transactions in the local Clovis ledger.
(account_id: string, counterpart_id: string, transactions: Array<Record<string, unknown>>, status?: string, dry_run?: boolean, batch_label?: string | null, tags?: Record<string, unknown> | null, amount_convention?: string, date_tolerance_days?: number, asset_id?: string | null, skip_dedup?: boolean, statement_type?: string | null) => Record<string, unknown>inspect_transaction
Inspects transaction in the local Clovis ledger.
(tx_id: string) => Record<string, unknown>list_accounts
Lists accounts in the local Clovis ledger.
(type?: string | null, parent_id?: string | null, include_counts?: boolean, tree?: boolean) => Array<Record<string, unknown>>list_ledger_operations
Lists ledger operations in the local Clovis ledger.
(limit?: number) => Array<Record<string, unknown>>list_transactions
Lists transactions in the local Clovis ledger.
(account_id?: string | null, category_id?: string | null, asset_id?: string | null, year?: number | null, month?: number | null, date_from?: string | null, date_to?: string | null, status?: string | null, limit?: number, offset?: number, compact?: boolean, include_account_effects?: boolean, sort?: string) => Record<string, unknown>merge_accounts
Merges accounts in the local Clovis ledger.
(sources: string[], target: string, delete_sources?: boolean, dry_run?: boolean) => Record<string, unknown>move_transactions
Moves transactions in the local Clovis ledger.
(from_account: string, to_account: string, dry_run?: boolean) => Record<string, unknown>plan_transaction
Plans transaction in the local Clovis ledger.
(date: string, amount: number, from_account_id: string, to_account_id: string, description: string, branch?: string | null, dry_run?: boolean) => Record<string, unknown>post_journal_entry
Posts journal journal entry in the local Clovis ledger.
(date: string, legs: Array<Record<string, unknown>>, description: string, status?: string, dry_run?: boolean) => Record<string, unknown>project_balances
Projects balances in the local Clovis ledger.
(through: string, account_ids?: string[] | null, include_goals?: boolean, branch?: string | null, quote_asset_id: string) => Record<string, unknown>recategorize_transaction
Recategorizes transaction in the local Clovis ledger.
(tx_id: string, new_account_id: string, old_account_id?: string | null, correction_date?: string | null, dry_run?: boolean) => Record<string, unknown>reconcile_to_balance
Reconciles to balance in the local Clovis ledger.
(account_id: string, target_balance: number, offset_account_id: string, date: string, description?: string | null, asset_id?: string | null, status?: string, dry_run?: boolean) => Record<string, unknown>record_opening_balance
Records opening balance in the local Clovis ledger.
(account_id: string, amount: number, date: string, status?: string, asset_id?: string | null, counterpart_account_id?: string | null, dry_run?: boolean) => Record<string, unknown>record_opening_balances
Records opening balances in the local Clovis ledger.
(balances: Array<Record<string, unknown>>, date: string, status?: string, dry_run?: boolean) => Record<string, unknown>reverse_ledger_operation
Runs reverse ledger operation in the local Clovis ledger.
(operation_id: string, date?: string | null, dry_run?: boolean) => Record<string, unknown>search_transactions
Searches transactions in the local Clovis ledger.
(desc?: string | null, query?: string | null, amount_min?: number | null, amount_max?: number | null, account_id?: string | null, status?: string | null, date_from?: string | null, date_to?: string | null, posted_at_from?: string | null, posted_at_to?: string | null, limit?: number, offset?: number, include_account_effects?: boolean, sort?: string) => Record<string, unknown>trial_balance
Builds trial balance in the local Clovis ledger.
(branch?: string | null, status?: string | null, asset_id: string) => Record<string, unknown>update_account
Updates account in the local Clovis ledger.
(id: string, name?: string | null, type?: string | null, code?: string | null, parent_id?: string | null, color_hex?: string | null, default_asset_id?: string | null, dry_run?: boolean) => Record<string, unknown>Import, review, and reconciliation30 tools
add_match_rule
Adds match rule in the local Clovis ledger.
(account_id: string, pattern: string, dry_run?: boolean) => Record<string, unknown>add_match_rules
Adds match rules in the local Clovis ledger.
(rules: Array<Record<string, unknown>>, dry_run?: boolean) => Record<string, unknown>apply_match_rules
Applies saved categorization rules to pending transactions, with dry-run on by default.
(catch_all_account_id: string, date_from?: string | null, date_to?: string | null, dry_run?: boolean) => Record<string, unknown>audit_categorization
Audits categorization in the local Clovis ledger.
(date_from?: string | null, date_to?: string | null, catch_all_account_id?: string | null, min_occurrences?: number, status?: string, mode?: string) => Record<string, unknown>budget_rollover_preview
Runs budget rollover preview in the local Clovis ledger.
(year: number, month: number, include_pending?: boolean, status?: string, quote_asset_id: string) => Record<string, unknown>delete_match_rule
Deletes match rule in the local Clovis ledger.
(account_id: string, pattern: string, dry_run?: boolean) => Record<string, unknown>delete_match_rules
Deletes match rules in the local Clovis ledger.
(rules: Array<Record<string, unknown>>, dry_run?: boolean) => Record<string, unknown>find_pending_duplicates
Finds pending duplicates in the local Clovis ledger.
(account_id?: string | null, date_from?: string | null, date_to?: string | null, date_tolerance_days?: number) => Record<string, unknown>import_file
Imports a statement file into an account while preserving review-oriented metadata.
(file_path: string, account_id: string, counterpart_account_id: string, currency?: string | null, asset_id?: string | null, date_col?: string | null, amount_col?: string | null, desc_col?: string | null, inflow_col?: string | null, outflow_col?: string | null, counterpart_col?: string | null, tag_cols?: Record<string, unknown> | null, skip_rows?: number, skip_footer_rows?: number, date_format?: string, status?: string, amount_convention?: string, show_duplicates?: boolean, statement_type?: string | null, dry_run?: boolean) => Record<string, unknown>income_statement
Builds income statement in the local Clovis ledger.
(year: number, month?: number | null, branch?: string | null, compact?: boolean, include_pending?: boolean, account_ids?: string[] | null, entity_id?: string | null, quote_asset_id: string, status?: string | null) => Record<string, unknown>invert_import
Inverts import in the local Clovis ledger.
(batch_id: string, dry_run?: boolean) => Record<string, unknown>list_import_batches
Lists import batches in the local Clovis ledger.
(limit?: number, date_from?: string | null) => Array<Record<string, unknown>>list_uncategorized
Lists uncategorized transactions in the local Clovis ledger.
(catch_all_account_id?: string | null, status?: string, date_from?: string | null, date_to?: string | null, limit?: number, offset?: number, compact?: boolean) => Record<string, unknown>list_unmatched_transfers
Lists unmatched transfers in the local Clovis ledger.
(date_tolerance_days?: number) => Array<Record<string, unknown>>match_transfer_pairs
Matches transfer pairs in the local Clovis ledger.
(clearing_account?: string | null, account_a?: string | null, account_b?: string | null, date_from?: string | null, date_to?: string | null, date_tolerance_days?: number, match_by?: string, dry_run?: boolean) => Record<string, unknown>match_transfers
Matches transfers in the local Clovis ledger.
(account_a: string, account_b: string, date_tolerance_days?: number, dry_run?: boolean, status?: string) => Record<string, unknown>preview_commit
Previews commit in the local Clovis ledger.
(as_of?: string | null) => Record<string, unknown>preview_import
Parses a statement file and shows what Clovis would import before committing rows.
(file_path: string, account_id: string, counterpart_account_id: string, rows?: number, currency?: string | null, asset_id?: string | null, date_col?: string | null, amount_col?: string | null, desc_col?: string | null, inflow_col?: string | null, outflow_col?: string | null, skip_rows?: number, skip_footer_rows?: number, date_format?: string, amount_convention?: string, statement_type?: string | null) => Record<string, unknown>preview_mutation
Previews mutation in the local Clovis ledger.
(tool_name: string, arguments?: Record<string, unknown>) => Record<string, unknown>process_statement
Processes statement in the local Clovis ledger.
(file_path: string, account_id: string, counterpart_account_id: string, expected_balance?: number | null, currency?: string | null, asset_id?: string | null, date_col?: string | null, amount_col?: string | null, desc_col?: string | null, inflow_col?: string | null, outflow_col?: string | null, counterpart_col?: string | null, tag_cols?: Record<string, unknown> | null, skip_rows?: number, skip_footer_rows?: number, date_format?: string, amount_convention?: string, statement_type?: string | null, balance_sign?: string | null, transfer_account_id?: string | null, date_tolerance_days?: number, commit?: boolean, show_duplicates?: boolean, preview_rows?: number, dry_run?: boolean) => Record<string, unknown>recategorize_by_pattern
Recategorizes by pattern in the local Clovis ledger.
(pattern: string, new_account_id: string, old_account_id?: string | null, date_from?: string | null, date_to?: string | null, dry_run?: boolean, persist_rule?: boolean, verbose?: boolean, status?: string, amount_min?: number | null, amount_max?: number | null) => Record<string, unknown>recategorize_by_patterns
Recategorizes by patterns in the local Clovis ledger.
(rules: Array<Record<string, unknown>>, date_from?: string | null, date_to?: string | null, dry_run?: boolean, persist_rules?: boolean, old_account_id?: string | null, verbose?: boolean, status?: string, amount_min?: number | null, amount_max?: number | null) => Record<string, unknown>reconcile_diff
Reconciles difference in the local Clovis ledger.
(account_id: string, date_from?: string | null, date_to?: string | null, branch?: string | null) => Record<string, unknown>reconcile_planned
Reconciles planned in the local Clovis ledger.
(year?: number | null, month?: number | null, date_from?: string | null, date_to?: string | null, account_id?: string | null, account_ids?: string[] | null, asset_id?: string | null, date_tolerance_days?: number, dry_run?: boolean) => Record<string, unknown>reconcile_statement
Reconciles statement in the local Clovis ledger.
(account_id: string, counterpart_id: string, transactions: Array<Record<string, unknown>>, currency?: string | null, asset_id?: string | null, amount_convention?: string, statement_type?: string | null) => Record<string, unknown>reconcile_statement_plan
Builds a statement reconciliation plan without immediately applying it.
(file_path: string, account_id: string, counterpart_account_id?: string | null, expected_balance?: number | null, currency?: string | null, asset_id?: string | null, date_col?: string | null, amount_col?: string | null, desc_col?: string | null, inflow_col?: string | null, outflow_col?: string | null, skip_rows?: number, skip_footer_rows?: number, date_format?: string, amount_convention?: string, statement_type?: string | null, balance_sign?: string | null, date_tolerance_days?: number, min_likely_score?: number, sample_limit?: number, include_details?: boolean, verbosity?: string | null) => Record<string, unknown>refresh_statement
Refreshes statement in the local Clovis ledger.
(action?: string, plan_id?: string | null, file_path?: string | null, account_id?: string | null, counterpart_account_id?: string | null, expected_balance?: number | null, currency?: string | null, asset_id?: string | null, date_col?: string | null, amount_col?: string | null, desc_col?: string | null, inflow_col?: string | null, outflow_col?: string | null, counterpart_col?: string | null, tag_cols?: Record<string, unknown> | null, skip_rows?: number, skip_footer_rows?: number, date_format?: string, amount_convention?: string, statement_type?: string | null, balance_sign?: string | null, date_tolerance_days?: number, row_indexes?: number[] | null, pending_transactions?: Array<Record<string, unknown>> | null, void_stale_pending?: boolean, status?: string, dry_run?: boolean, batch_label?: string | null, sample_limit?: number, include_details?: boolean, verbosity?: string | null) => Record<string, unknown>rollback_import
Rolls back import in the local Clovis ledger.
(batch_id: string, dry_run?: boolean) => Record<string, unknown>rollback_recategorize
Rolls back recategorize in the local Clovis ledger.
(batch_id: string, dry_run?: boolean) => Record<string, unknown>Reports3 tools
net_worth
Reports net worth in the local Clovis ledger.
(date?: string | null, branch?: string | null, include_pending?: boolean, status?: string, quote_asset_id: string, account_ids?: string[] | null, entity_id?: string | null) => Record<string, unknown>spending
Reports spending in the local Clovis ledger.
(year: number, month: number, branch?: string | null, include_pending?: boolean, status?: string | null, account_ids?: string[] | null, entity_id?: string | null, quote_asset_id: string) => Record<string, unknown>spending_rate
Calculates spending rate in the local Clovis ledger.
(account?: string | null, year?: number | null, month?: number | null, status?: string, quote_asset_id: string) => Array<Record<string, unknown>>Planning and cash flow18 tools
budget_status
Shows budget status in the local Clovis ledger.
(account?: string | null, year?: number | null, month?: number | null, rollup?: boolean, include_pending?: boolean, status?: string, quote_asset_id: string) => Record<string, unknown>budget_summary
Summarizes budget summary in the local Clovis ledger.
(year?: number | null, month?: number | null, include_pending?: boolean, status?: string, quote_asset_id: string) => Record<string, unknown>cash_flow
Reports cash flow in the local Clovis ledger.
(year: number, month: number, branch?: string | null, compact?: boolean, include_pending?: boolean, status?: string, quote_asset_id: string) => Record<string, unknown>cash_projection
Projects cash projection in the local Clovis ledger.
(year?: number | null, month?: number | null, asset_account_ids?: string[] | null, liability_account_ids?: string[] | null, entity_id?: string | null, earmarks?: Array<Record<string, unknown>> | null, include_pending?: boolean, include_planned?: boolean, planned_match_tolerance_days?: number, quote_asset_id: string) => Record<string, unknown>cash_runway
Estimates how long spendable cash can cover burn, based on the selected assumptions.
(year?: number | null, month?: number | null, as_of?: string | null, asset_account_ids?: string[] | null, liability_account_ids?: string[] | null, earmarks?: Array<Record<string, unknown>> | null, include_pending?: boolean, include_planned?: boolean, include_partial_month?: boolean, reserve_remaining_budget?: boolean, include_sources?: boolean, summary?: boolean, trailing_months_short?: number, trailing_months_long?: number, discretionary_multiplier?: number, quote_asset_id: string) => Record<string, unknown>copy_budgets
Copies budgets in the local Clovis ledger.
(from_year: number, from_month: number, to_year: number, to_month: number, dry_run?: boolean) => Record<string, unknown>delete_budget
Deletes budget in the local Clovis ledger.
(account: string, year?: number | null, month?: number | null, include_overrides?: boolean, dry_run?: boolean) => Record<string, unknown>delete_budgets
Deletes budgets in the local Clovis ledger.
(accounts?: string[] | null, year?: number | null, month?: number | null, include_overrides?: boolean, dry_run?: boolean) => Record<string, unknown>delete_goal
Deletes goal in the local Clovis ledger.
(account: string, dry_run?: boolean) => Record<string, unknown>forecast
Forecasts forecast in the local Clovis ledger.
(account_id: string, as_of?: string | null, asset_id?: string | null) => Record<string, unknown>forecast_month_end
Forecasts month end in the local Clovis ledger.
(year?: number | null, month?: number | null, status?: string | null, include_pending?: boolean, include_planned?: boolean, planned_match_tolerance_days?: number, quote_asset_id: string) => Record<string, unknown>goal_progress
Runs goal progress in the local Clovis ledger.
(account: string) => Record<string, unknown>set_budget
Sets budget in the local Clovis ledger.
(account: string, amount: number, period?: string, year?: number | null, month?: number | null, rollover?: boolean, asset_id?: string | null, dry_run?: boolean) => Record<string, unknown>set_budgets
Sets budgets in the local Clovis ledger.
(budgets: Array<Record<string, unknown>>, year?: number | null, month?: number | null, dry_run?: boolean) => Record<string, unknown>set_goal
Sets goal in the local Clovis ledger.
(account: string, target: number, name: string, target_date?: string | null, priority?: number, asset_id?: string | null, dry_run?: boolean) => Record<string, unknown>suggest_budgets
Suggests budgets in the local Clovis ledger.
(months?: number, year?: number | null, month?: number | null, skip_budgeted?: boolean, quote_asset_id: string) => Array<Record<string, unknown>>unbudgeted_spending
Reports spending in the local Clovis ledger.
(year?: number | null, month?: number | null, status?: string, quote_asset_id: string) => Array<Record<string, unknown>>Assets and investments14 tools
buy_security
Records security in the local Clovis ledger.
(account_id: string, symbol: string, shares: number, total_cost_cents: number, date: string, commission_cents?: number, status?: string, asset_id?: string | null, dry_run?: boolean) => Record<string, unknown>create_asset
Creates asset in the local Clovis ledger.
(symbol: string, asset_type?: string, decimals?: number, name?: string, dry_run?: boolean) => Record<string, unknown>create_price
Creates price in the local Clovis ledger.
(asset_id: string, quote_id: string, rate: number, time: string, dry_run?: boolean) => Record<string, unknown>delete_asset
Deletes asset in the local Clovis ledger.
(asset_id: string, force?: boolean, dry_run?: boolean) => Record<string, unknown>fx_transfer
Runs foreign exchange transfer in the local Clovis ledger.
(from_account_id: string, to_account_id: string, from_amount: number, to_amount: number, from_asset_id: string, to_asset_id: string, fx_account_id: string, date: string, description: string, status?: string, record_rate?: boolean, dry_run?: boolean) => Record<string, unknown>get_asset_by_symbol
Shows asset by symbol in the local Clovis ledger.
(symbol: string) => Record<string, unknown> | nullget_price
Shows price in the local Clovis ledger.
(asset_id: string, quote_id: string, as_of: string) => Record<string, unknown> | nullholdings
Shows holdings in the local Clovis ledger.
(account_id?: string | null, asset_type?: string | null) => Array<Record<string, unknown>>list_assets
Lists assets in the local Clovis ledger.
(asset_type?: string | null) => Array<Record<string, unknown>>list_entries_by_asset
Lists journal entries by asset in the local Clovis ledger.
(asset_id: string, limit?: number, offset?: number) => Record<string, unknown>migrate_asset_entries
Migrates asset journal entries in the local Clovis ledger.
(from_asset_id: string, to_asset_id: string, dry_run?: boolean) => Record<string, unknown>record_investment
Records investment in the local Clovis ledger.
(date: string, amount: number, investment_account_id: string, source_account_id: string, description: string, status?: string, asset_id?: string | null, dry_run?: boolean) => Record<string, unknown>update_asset
Updates asset in the local Clovis ledger.
(asset_id: string, symbol?: string | null, name?: string | null, dry_run?: boolean) => Record<string, unknown>Configuration5 tools
delete_tag
Deletes tag in the local Clovis ledger.
(tag_id: string, dry_run?: boolean) => Record<string, unknown>delete_tags
Deletes tags in the local Clovis ledger.
(entity_type: string, entity_id: string, key?: string | null, val?: string | null, dry_run?: boolean) => Record<string, unknown>list_tags
Lists tags in the local Clovis ledger.
(entity_type: string, entity_id: string) => Array<Record<string, unknown>>operating_manual
Returns Clovis operating guidance for agents and humans.
(topic?: string) => Record<string, unknown>tool_registry
Returns the available public tools, signatures, and safety metadata.
(names?: string[] | null, summary?: boolean, safety_filter?: string | null) => Record<string, unknown>Maintenance and safety5 tools
backup_now
Creates a local backup of the selected Clovis ledger.
(output_path?: string | null, compact?: boolean, dry_run?: boolean) => Record<string, unknown>backup_status
Shows backup configuration and recent backup state for the local ledger.
() => Record<string, unknown>integrity_check
Checks the ledger for structural or accounting problems before an agent changes anything.
() => Record<string, unknown>repair_integrity
Repairs integrity in the local Clovis ledger.
(dry_run?: boolean, backup?: boolean) => Record<string, unknown>Scenarios6 tools
compare_scenarios
Compares scenarios in the local Clovis ledger.
(as_of_a?: string | null, as_of_b?: string | null, asset_id: string) => Record<string, unknown>create_branch
Creates scenario branch in the local Clovis ledger.
(name: string, dry_run?: boolean) => Record<string, unknown>discard_batch
Discards batch in the local Clovis ledger.
(tx_ids?: string[] | null, batch_id?: string | null, date_from?: string | null, date_to?: string | null, account_id?: string | null, dry_run?: boolean) => Record<string, unknown>discard_branch
Discards scenario branch in the local Clovis ledger.
(name: string, dry_run?: boolean) => Record<string, unknown>list_branches
Lists scenario branches in the local Clovis ledger.
() => Array<Record<string, unknown>>merge_branch
Merges scenario branch in the local Clovis ledger.
(source: string, dry_run?: boolean) => Record<string, unknown>