TRIVISAI ACCOUNTING

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.

  1. 1Open Claude.ai connectorsSettings → Connectors → Add custom connector
  2. 2Enter the server URLhttps://ai-api.trivis.ee/mcp
  3. 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.

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

Tools are automatically filtered by your access scope. Read-only keys see only read tools; write keys see all tools. 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
Purchaseread + write
  • list_purchase_invoices
  • get_purchase_invoice
  • create_purchase_import
  • confirm_purchase_invoice
  • add / update / delete_purchase_invoice_row
  • list_import_jobs
  • get_import_job
  • confirm_import_accounts
  • refresh_supplier_snapshot
Ledgerread + write
  • list_ledger_entries
  • get_trial_balance
  • get_account_balance
  • list_accounts
  • list_periods / fiscal_years / quarters
  • list_tax_rates / get_tax_rate
  • create_ledger_entry
  • confirm_ledger_entry
  • create / open / close / lock_period
  • create_fiscal_year · create_quarter
  • update_period_metadata
Paymentswrite
  • record_payment approval
Contacts (CRM)read + write
  • list_contacts
  • get_contact
  • create_contact
  • update_contact
  • get_deals · add_deal · update_deal
  • get_interactions · add_interaction
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
  • parse_bank_statement
  • parse_annual_report
  • get_revenue_by_activity
  • db_query unsafe
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
EMTAK Activity Codesread + write
  • search_economic_activity_codes
  • assign_category_activity_code
  • get_revenue_by_activity
Searchread only
  • search_similar
  • search_knowledge
Organisationread + write
  • get_organization_profile
  • update_organization_profile
  • list_banks / list_bank_types
  • create_bank · create_iban
  • get_datetime

approval = requires admin approval in Trivis before execution.

Permissions

Access scopes

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

ScopeAccessUse 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 read and manipulate rights separately across twelve services (AI, audit, contracts, CRM, invoices, ledger, payments, products, purchase, reports, settings, tables), 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.

RoleAccess
Owner · Admin · Member Full. Read and manipulate across all twelve services.
Accountant Books. Manipulate AI, invoices, ledger, payments, and purchase; read audit, contracts, reports, settings, and tables. No CRM or products.
Sales Front office. Manipulate AI, CRM, contracts, and invoices; read products and reports. No ledger, payments, or purchase.
Viewer Read only. Read across every service, write nowhere, regardless of scope.

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.