What is Trivis MCP?

Accounting you can talk to

Trivis MCP is a remote Model Context Protocol server built into Trivis. It exposes your organisation's accounting data as tools that any MCP-compatible AI assistant can call: reading reports, creating invoices, recording payments, and more.

Unlike screen-scraping or CSV exports, Trivis MCP gives the AI assistant live, structured access to your data. Write operations that could affect your books (confirming invoices, closing periods) require explicit approval from an administrator, so you stay in control.

Setup

Connect your AI assistant

Claude.ai

Connect via OAuth

Best for Claude.ai web. No API key needed, you authenticate with your Trivis account.

1Open Claude.ai connectorsSettings → Connectors → Add custom connector
2Enter the server URLhttps://ai-api.trivis.ee/mcp
3Authorise in TrivisYou'll be redirected to login.trivis.ee. Choose read-only or read & write access.

Open Claude.ai →

Claude Code CLI

Connect via API key

Best for Claude Code, Cursor, or any HTTP MCP client. Create a key in Trivis settings.

1Create an API keyIn Trivis: Settings → Developer → MCP keys. Copy it, shown once only.
2Add to your config

{
  "mcpServers": {
    "trivis": {
      "url": "https://ai-api.trivis.ee/mcp",
      "headers": {
        "Authorization": "Bearer trivismcp_live_..."
      }
    }
  }
}

Add to ~/.claude/settings.json (Claude Code) or your client's MCP config.

Capabilities

Available tools

Trivis MCP exposes over a hundred tools. They are filtered automatically by your access scope and by your role: read-only keys see only read tools; write keys see all tools your role allows. Write operations marked approval create a pending request in Trivis that an admin must confirm before execution.

Sales Invoicesread + write

list_invoices
get_invoice
create_invoice
update_invoice
add / update / delete_invoice_row
confirm_invoice approval
cancel_invoice approval
reopen_invoice approval
update_invoice_dates approval

Purchaseread + write

list_purchase_invoices
get_purchase_invoice
add / update / delete_purchase_invoice_row
request_invoice_upload
create_purchase_import
list_import_jobs
get_import_job
confirm_import_accounts
refresh_supplier_snapshot
confirm_purchase_invoice approval
reclassify_purchase_account approval

Ledgerread + write

list_ledger_entries
get_trial_balance
get_account_balance
list_accounts
list_periods / fiscal_years / quarters
list_tax_rates / get_tax_rate
parse_annual_report
create_ledger_entry · confirm_ledger_entry approval
create / open / close / lock_period approval
create_fiscal_year · create_quarter approval
update_period_metadata approval

VAT returns (KMD)read + write

list_vat_reports
get_vat_report
set_vat_report_filed
generate_vat_report approval

Payments & bank statementsread + write

list_statement_imports
get_statement_import
parse_bank_statement
match_statement_row
record_payment approval
confirm_statement_row approval

HR & payrollread + write

list_employees
get_employee
list_absences
add_absence
calculate_payroll
add_employee approval
delete_employee approval

Only reachable by roles that hold the HR permission. Reads of a person's regulated details are audited.

Contacts (CRM)read + write

list_contacts
get_contact
create_contact
update_contact
get_deals · add_deal · update_deal
get_interactions · add_interaction
list_users

Tasksread + write

get_tasks
search_tasks
add_task
update_task
complete_task
archive_task

Analyticsread only

get_ar_summary
get_ap_summary
get_overdue_invoices
get_revenue_summary
get_cashflow_forecast
get_revenue_by_activity
db_query unsafe

Fixed assetsread only

get_fixed_asset_reconciliation

Invoice Dispatchwrite

get_delivery_options
send_invoice_email approval
send_invoice_einvoice approval
batch_send_invoices approval
send_email approval

Tablesread + write

list_tables
get_table_records
create_table_record
update_table_record
delete_table_record approval

EMTAK Activity Codesread + write

search_economic_activity_codes
get_revenue_by_activity
assign_category_activity_code approval

Searchread only

search_similar
search_knowledge

Organisationread + write

get_organization_profile
update_organization_profile
list_banks / list_bank_types
get_datetime
create_bank · create_iban approval

approval = requires admin approval in Trivis before execution. unsafe = only available to mcp:write:unsafe keys.

Permissions

Access scopes

When you connect via OAuth, you choose a scope. API keys are assigned a scope at creation time.

Scope	Access	Use case
`mcp:read`	Read only. Lists, lookups, analytics, and search. No data is created or modified.	Dashboards, reporting, querying overdue invoices, checking cashflow
`mcp:write`	Read + write. Includes all read tools plus creating invoices, contacts, payments, etc. Destructive operations require an explicit admin approval in Trivis.	Full accounting assistant: import invoices, create contacts, record payments
`mcp:write:unsafe`	Read + write + raw SQL. Includes all write tools plus `db_query`: a direct SELECT query against the tenant database. No approval gate.	Developers, data analysis, custom reporting

Your organisation role

The scope above is the ceiling; your actual reach is also bounded by your role in the organisation. Trivis tracks access separately across fifteen services (AI, audit, contracts, CRM, invoices, ledger, payments, products, purchase, reports, settings, tables, document rendering, files, HR), and your role decides which ones you get. Tools are filtered to the intersection of your scope and your role, so a write-scoped key held by a sales user still cannot touch the ledger.

HR is the one service with a third state between "no access" and "read": lookup, which answers who works here — names, job titles, work contact — without exposing salaries, national ID codes or bank details.

Role	Access
Owner · Admin	Full. Read and manipulate across all fifteen services, HR included.
Member	Full, minus payroll. Everything an owner has, except HR, which drops to lookup.
HR	Payroll administrator. Manipulate HR, CRM, and AI; read files and documents. Deliberately no ledger, invoices, or purchase — filing the payroll journal is the accountant's job.
Accountant	Books. Manipulate AI, invoices, ledger, payments, purchase, files, and documents; read audit, contracts, reports, settings, tables, and the HR figures needed for the payroll journal and TSD. No CRM or products, and no administering employment.
Sales	Front office. Manipulate AI, CRM, contracts, and invoices; read products and reports; HR lookup only. No ledger, payments, or purchase.
Viewer	Read only. Read across every service, write nowhere, regardless of scope. HR is lookup, not read: read-only does not mean salary-visible.

Example prompts

What you can ask

These prompts work out of the box once you've connected Trivis to your AI assistant.

Analytics · read only

Show me all overdue customer invoices and the total outstanding amount.

Fetches confirmed invoices past their due date, sorted by age, with totals. Good for a quick accounts-receivable health check.

get_overdue_invoicesget_ar_summary

Invoicing · write

Create a sales invoice for Acme Corp for software consulting, 2 500 EUR, 20 % VAT, 30-day payment terms. Add one row.

Looks up or creates the Acme contact, creates a draft invoice, adds the row with the correct tax rate, and confirms it's ready for review.

list_contactscreate_invoiceadd_invoice_rowlist_tax_rates

Cash position · read only

What's my cash position? How much do customers owe me versus how much do I owe suppliers?

Pulls live AR and AP summaries including overdue buckets and amounts due in the next 30 days. Also runs a 60-day cashflow forecast.

get_ar_summaryget_ap_summaryget_cashflow_forecast

Purchase import · write

Import this purchase invoice from the supplier: [paste invoice text or OCR output]

Creates an import job, waits for AI extraction to complete, automatically assigns expense accounts by word-overlap matching, and returns the fully processed invoice ready to confirm.

create_purchase_import

Revenue · read only

Show me my monthly revenue trend for the last 6 months.

Returns a month-by-month breakdown of confirmed sales invoice totals. Useful for spotting seasonal patterns or growth trends.

get_revenue_summary

Payments · write

Mark invoice #1042 as paid, payment received 2026-05-10, amount 1 850 EUR from main bank account.

Creates a posted payment, allocates it to the invoice, and marks the invoice as paid: all in one step. Requires admin approval before execution.

get_invoicelist_accountsrecord_payment

Invoice dispatch · write

Send all confirmed unpaid invoices from this month to customers by email.

Checks token balance, finds the matching invoices, and dispatches them all in one call. Returns a per-invoice success/failure result. Requires admin approval before execution.

list_invoicesget_delivery_optionsbatch_send_invoices

Email · write

Send a notice about our new prices starting July 1st to all customers who have purchased item X but haven't received a sales invoice in the last 6 months.

Finds the unique contact list from open invoices, drafts a personalised email from your org profile, and sends it, without you hunting for anyone's address manually. Requires admin approval before execution.

list_invoicesget_contactsend_email

Support

Need help?

Email support

info@trivis.ee

401 Unauthorized

Your token expired. Re-authenticate in Claude.ai → Settings → Connectors, or create a new API key in Trivis.

Tool not available

Your key may lack the required scope. Check Settings → Developer → MCP keys in Trivis and create a write-scoped key if needed.

Awaiting approval

Write operations that affect your books need admin approval. Check pending approvals in Trivis AI settings.