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. Anything that leaves the building (an email, an e-invoice, a payment run sent to the bank) and anything destructive (cancelling, closing a period, unlinking a bank line) can be held for an administrator's approval, 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 180 tools across the whole platform, from invoicing and the ledger to payroll, fixed assets and rentals. 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. Writes create drafts; the confirm_* tools post them to the ledger.

Getting startedread + write

The assistant learns which company it is connected to, who you are and what you may do, then searches across your data and the Trivis knowledge base.

get_plugin_context
get_organization_profile
update_organization_profile
get_datetime
list_users
search_similar
search_knowledge

Sales invoicesread + write

Draft a whole invoice in one call, edit it against a revision, pick products from your catalogue, preview it as the customer will see it, confirm, credit or cancel.

list_invoices
get_invoice
get_invoice_editor
get_invoice_preview
create_invoice_draft
create_invoice
update_invoice
save_invoice_edits
add_invoice_row
update_invoice_row
delete_invoice_row
search_catalog_items
get_catalog_item_prices
confirm_invoice
credit_invoice
reopen_invoice
update_invoice_dates
cancel_invoice approval

Invoice delivery & templateread + write

Send by email or as an e-invoice, one at a time or in a batch, and edit the invoice PDF template as a draft that a person publishes.

get_delivery_options
send_invoice_email approval
send_invoice_einvoice approval
batch_send_invoices approval
send_email approval
get_invoice_template_html
save_invoice_template_html

Purchase invoicesread + write

Diagnose what is wrong with a bill and apply the repair, set the supplier's invoice number, record who a restaurant bill was for, then confirm or credit it.

list_purchase_invoices
get_purchase_invoice
check_purchase_invoice
repair_purchase_invoice
set_purchase_invoice_no
set_meal_purpose
add_purchase_invoice_row
update_purchase_invoice_row
delete_purchase_invoice_row
refresh_supplier_snapshot
confirm_purchase_invoice
credit_purchase_invoice
reclassify_purchase_account approval
cancel_purchase_invoice approval

Document captureread + write

Turn invoice text into a processed draft, or hand out an upload link for up to 500 original files when they cannot go through the chat.

request_invoice_upload
create_purchase_import
list_import_jobs
get_import_job
confirm_import_accounts

Ledger & chart of accountsread + write

Journal entries, trial balance, accounts and the mappings automatic postings use, tax rates, and dimensions down to the person an expense belongs to.

list_ledger_entries
create_ledger_entry
confirm_ledger_entry
get_trial_balance
list_accounts
get_account_balance
create_account
update_account
list_account_mappings
set_account_mapping
list_tax_rates
get_tax_rate
list_dimension_types
ensure_person_dimension_value
search_people

Periods & fiscal yearsread + write

Create a fiscal year's periods in one call (monthly when VAT registered), and open, close or lock them.

list_fiscal_years
list_periods
list_quarters
create_fiscal_year
ensure_periods
create_period
create_quarter
update_period_metadata
open_period approval
close_period approval
lock_period approval

Currencies & FX revaluationread + write

Add a currency, then preview and post the period-end revaluation of foreign-currency bank, cash, receivable, payable and loan balances.

list_currencies
create_currency
preview_fx_revaluation
post_fx_revaluation

Onboarding with historyread + write

Bring a company with earlier years aboard: see what is still missing, read last year's balance sheet and post the opening balances in one safe step.

get_onboarding_status
parse_annual_report
post_opening_balances

VAT return (KMD)read + write

Generate the KMD with its INF annexes, check it against the Tax Board's own filing rules, and mark it filed.

list_vat_reports
get_vat_report
generate_vat_report
validate_vat_report
set_vat_report_filed

Bank statementsread + write

Import a statement as the upload page does, then book each line: link it to an existing payment or settle invoices from it, and undo a wrong match.

import_bank_statement
parse_bank_statement
list_statement_imports
get_statement_import
match_statement_row
confirm_statement_row
get_statement_row_unlink_options
unlink_statement_row approval

Payments & payment runsread + write

Record a payment against an invoice, preview and cancel one, and gather outgoing payments, salaries included, into a run for the bank or a SEPA pain.001 file.

list_payments
record_payment
get_payment_cancel_options
cancel_payment approval
list_payments_to_send
list_payment_runs
create_payment_run
send_payment_run approval
get_payment_run_file

Employees, absences & timeread + write

The employee register, leave and sick days with approval, and worked or planned time that is withdrawn rather than deleted.

list_employees
get_employee
add_employee
update_employee
update_employee_details
delete_employee approval
list_absences
add_absence
update_absence
list_time_entries
add_time_entry
remove_time_entry

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

Payrollread + write

Price any payment gross, net or total cost; set pay terms and the facts payroll reads; preview, calculate and finalise a run; and produce payslips.

calculate_payroll
get_payroll_rules
list_pay_terms
set_pay_terms
list_payroll_facts
add_payroll_fact
end_payroll_fact
list_register_values
set_register_value
preview_payroll
calculate_payroll_run
list_payroll_runs
get_payroll_run
finalise_payroll_run
recalculate_payroll_run
resend_payroll_run
get_payslip
import_payroll_history
list_payroll_history

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

Items & fixed assetsread + write

A registry of the actual things you own, the fixed asset register with book values, assets waiting to be confirmed from purchase invoices, and a check against the ledger.

list_items
get_item
create_item
update_item
archive_item approval
get_fixed_asset_register
list_pending_fixed_assets
get_fixed_asset_reconciliation

Rentals & reservationsread + write

Make an apartment, vehicle or machine rentable, see what is free for given dates, quote and book a stay, check guests in and out, and link the invoice.

set_rental_profile
list_rentals
quote_reservation
create_reservation
list_reservations
get_reservation
set_reservation_status
link_reservation_invoice
cancel_reservation approval

Contacts & deals (CRM)read + write

Customers and suppliers, the sales pipeline, and a log of every call, meeting and email.

list_contacts
get_contact
create_contact
update_contact
get_deals
add_deal
update_deal
get_interactions
add_interaction

Tasksread + write

Follow-ups assigned to people, linked to a contact or deal, found by meaning rather than exact words.

get_tasks
search_tasks
add_task
update_task
complete_task
archive_task

Analyticsread only

Receivables, payables, overdue invoices, monthly revenue and the cashflow forecast, plus raw SQL for developers.

get_ar_summary
get_ap_summary
get_overdue_invoices
get_revenue_summary
get_cashflow_forecast
get_revenue_by_activity
db_query unsafe

Banks & activity codesread + write

Bank accounts and IBANs, and EMTAK activity codes for your product categories.

list_banks
list_bank_types
create_bank
create_iban
search_economic_activity_codes
assign_category_activity_code

Custom tablesread + write

Your own tables for data the standard modules do not cover.

list_tables
get_table_records
create_table_record
update_table_record
delete_table_record

approval = outward-facing or destructive. Called with an API key, or by someone without write rights, it creates a pending request that an admin confirms in Trivis before it runs. An owner or admin connected through OAuth acts with their own permissions and runs it directly, unless the organisation has asked for strict approval, which queues these for everyone. 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. Outward-facing and destructive operations can be held for an admin's 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. Fully audited, and reversible with cancel_payment.

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. Sending can wait for an admin's approval before anything goes out.

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. Sending can wait for an admin's approval before anything goes out.

list_invoicesget_contactsend_email

Purchase · write

Why won't this purchase invoice confirm? Fix it and post it.

Diagnoses the invoice row by row (VAT, totals, which VAT scenario applies), applies the matching repair to the draft, checks again, and confirms it once nothing is left.

check_purchase_invoicerepair_purchase_invoiceconfirm_purchase_invoice

VAT return · write

Prepare September's VAT return and tell me whether the Tax Board would reject anything.

Generates the KMD with its INF annexes from the books, then checks it against e-MTA's own filing rules and names the invoice behind every finding.

generate_vat_reportvalidate_vat_reportget_vat_report

Payroll · read only

What does a 3 000 € gross salary cost the company, and what does the employee take home?

Prices the payment under the current Estonian rules without writing anything: every tax line, the net amount, and the total employer cost.

calculate_payrollget_payroll_rules

Payroll · write

Run October's payroll and get the salaries ready for the bank.

Previews who is paid what, stores and finalises the run, which posts the payroll journal, and gathers the salary payments into a payment run.

preview_payrollcalculate_payroll_runfinalise_payroll_runcreate_payment_run

Rentals · write

Is any apartment free from 12 to 15 November? Book the cheapest one for Jaan Tamm and tell me the price.

Checks availability with each unit's own check-in and check-out times, quotes the stay, and books it.

list_rentalsquote_reservationcreate_reservation

Onboarding · write

Here is last year's balance sheet. Set us up with opening balances.

Shows what is still missing (fiscal years, periods, exchange rates, account mappings), reads the balance sheet into a balanced opening entry and posts it.

get_onboarding_statusparse_annual_reportpost_opening_balances

Currencies · write

Revalue our USD balances at the end of the year.

Restates foreign-currency bank, receivable, payable and loan balances at the ECB rate of the balance date, shows the difference, and posts it once you agree.

preview_fx_revaluationpost_fx_revaluation

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

Sending something outside the company, or a destructive step, can wait for an admin's approval. Check pending approvals in Trivis AI settings.