Finance Module

177 entities and 818 agent-callable operations in finance. Each operation is addressed as {mega_tool}/finance/{entity}/{operation} and carries the same permission check over MCP and REST.

`account`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new GL account
`list`	`entity_crud`	List GL accounts with filtering and pagination
`read`	`entity_crud`	Get account details by ID
`search`	`entity_crud`	Search GL accounts for coding lookup
`update`	`entity_crud`	Update an existing GL account

`agent_analytics`

Operation	Mega-tool	What it does
`agent_comparison`	`report_query`	Compare agents by success rate, duration, cost, and execution count
`cost_analysis`	`report_query`	Token usage and cost breakdown by agent, day, week, or month
`execution_history`	`report_query`	Execution timeline with status, duration, tokens, and cost
`performance_summary`	`report_query`	Agent execution success/failure metrics grouped by agent
`roi_analysis`	`report_query`	Agent ROI analysis comparing execution cost against value generated

`agent_execution`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new agent execution
`delete`	`entity_crud`	Delete a agent execution
`list`	`entity_crud`	List agent_executions with filtering and pagination
`read`	`entity_crud`	Get detailed agent execution information
`update`	`entity_crud`	Update an existing agent execution

`agent_workflow`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new agent workflow
`delete`	`entity_crud`	Delete an agent workflow
`list`	`entity_crud`	List agent workflows with filtering and pagination
`read`	`entity_crud`	Get detailed agent workflow information
`search`	`entity_crud`	Search agent workflows with fuzzy matching
`update`	`entity_crud`	Update an existing agent workflow

`aging`

Operation	Mega-tool	What it does
`ap_detail`	`report_query`	Get detailed AP aging report with individual vendor invoices
`ap_summary`	`report_query`	Generate AP aging summary from vendor invoices by aging buckets
`ar_detail`	`report_query`	Get detailed AR aging report with individual invoices
`ar_summary`	`report_query`	Generate AR aging summary from invoices by aging buckets

`ap_intake`

Operation	Mega-tool	What it does
`extract_status`	`integration_call`	Poll the AP-intake extraction state for an uploaded document.
`upload`	`integration_call`	Ingest an invoice/receipt file into Accounts-Payable intake.

`ap_open_bills`

Operation	Mega-tool	What it does
`query`	`report_query`	Open AP bills with amounts due, aged into buckets and split by property and vendor, each annotated with whether it is a live pay-run candidate and, when it is…

`approval`

Operation	Mega-tool	What it does
`approve`	`workflow_action`	Approve current step
`cancel`	`workflow_action`	Cancel the request (submitter or admin)
`delegate`	`workflow_action`	Delegate the current step to another user
`reject`	`workflow_action`	Reject the request
`route_for_approval`	`smart_action`	Suggest the approval workflow + step-1 assignees for an entity
`submit`	`workflow_action`	Submit an entity for approval (creates ApprovalRequest)

`approval_request`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List approval requests (defaults to current user's inbox)
`read`	`entity_crud`	Read an approval request

`approval_workflow`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create an approval workflow (admin-only)
`list`	`entity_crud`	List approval workflows
`read`	`entity_crud`	Read an approval workflow
`update`	`entity_crud`	Update an approval workflow (admin-only)

`ar_invoice`

Operation	Mega-tool	What it does
`breakdown`	`report_query`	Get ar invoice breakdown by dimension
`summary`	`report_query`	AR invoice analytics by status and customer
`trend`	`report_query`	Get ar invoice trend over time

`asset_disposition`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create an asset disposition (posts gain/loss JE via service)
`list`	`entity_crud`	List asset dispositions
`read`	`entity_crud`	Read an asset disposition

`attribution_assignment`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Record who a value is attributable to, under which ruling
`delete`	`entity_crud`	Delete an attribution assignment
`list`	`entity_crud`	List attribution assignments with filtering and pagination
`read`	`entity_crud`	Get an attribution assignment by ID
`update`	`entity_crud`	Update an attribution assignment

`attribution_ruling`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Record an attribution ruling
`delete`	`entity_crud`	Delete an attribution ruling
`list`	`entity_crud`	List attribution rulings with filtering and pagination
`read`	`entity_crud`	Get an attribution ruling by ID
`update`	`entity_crud`	Update an attribution ruling

`attribution_summary`

Operation	Mega-tool	What it does
`attribution_summary`	`smart_action`	What is attributable to one entity, by bucket, and on whose ruling.

`audit_log_entry`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List audit log entries (immutable; read-only)
`read`	`entity_crud`	Read an audit log entry

`audit_trail`

Operation	Mega-tool	What it does
`audit_trail`	`report_query`	Audit trail report — filterable, paginated audit log query

`balance_sheet`

Operation	Mega-tool	What it does
`balance_sheet`	`report_query`	Balance sheet balance sheet.

`bank_account`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new bank account
`delete`	`entity_crud`	Delete a bank account (soft delete)
`list`	`entity_crud`	List bank accounts with filtering and pagination
`read`	`entity_crud`	Get bank account details by ID
`update`	`entity_crud`	Update a bank account

`bank_feed`

Operation	Mega-tool	What it does
`disconnect`	`workflow_action`	Forget the linked bank Item: drop its access token from the connector's encrypted credentials and park the connection.
`sync`	`workflow_action`	Pull one linked bank feed now: import new transactions, classify them, and (when the connection opts in) score inbound deposits against open tenant invoices.

`bank_feed_connection`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new bank feed connection
`delete`	`entity_crud`	Delete a bank feed connection
`list`	`entity_crud`	List bank_feed_connections with filtering and pagination
`read`	`entity_crud`	Get detailed bank feed connection information
`search`	`entity_crud`	Search bank_feed_connections with fuzzy matching
`update`	`entity_crud`	Update an existing bank feed connection

`bank_feed_status`

Operation	Mega-tool	What it does
`query`	`report_query`	One row per bank feed: provider, institution, link state, last sync outcome and how far the transaction history has been pulled through.

`bank_import`

Operation	Mega-tool	What it does
`submit`	`integration_call`	Bulk-import bank transactions into a bank account.

`bank_recon`

Operation	Mega-tool	What it does
`auto_match`	`workflow_action`	Automatically match bank transactions to ledger entries for a bank account.
`cancel`	`workflow_action`	Cancel an in-progress bank reconciliation with an optional reason.
`complete`	`workflow_action`	Complete a bank reconciliation and lock it.
`exclude`	`workflow_action`	Exclude a bank transaction from reconciliation with an optional reason.
`manual_match`	`workflow_action`	Manually match a bank transaction to a ledger entry of the specified type.
`unmatch`	`workflow_action`	Remove an existing match from a bank transaction.

`bank_reconciliation`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new bank reconciliation
`delete`	`entity_crud`	Delete a bank reconciliation
`get_transitions`	`workflow_action`	Get available transitions for a bank reconciliation
`list`	`entity_crud`	List bank_reconciliations with filtering and pagination
`read`	`entity_crud`	Get detailed bank reconciliation information
`transition`	`workflow_action`	Transition bank reconciliation to a new status
`update`	`entity_crud`	Update an existing bank reconciliation

`bank_transaction`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new bank transaction (manual entry or import)
`delete`	`entity_crud`	Delete a bank transaction (soft delete)
`exclude`	`entity_crud`	Exclude a bank transaction from reconciliation (e.g., internal transfers)
`list`	`entity_crud`	List bank transactions with filtering and pagination
`match`	`entity_crud`	Match a bank transaction to a journal entry or payment
`read`	`entity_crud`	Get bank transaction details by ID
`reconcile`	`entity_crud`	Mark a bank transaction as cleared in a reconciliation
`unmatch`	`entity_crud`	Remove matching from a bank transaction
`update`	`entity_crud`	Update a bank transaction

`benchmark`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new benchmark
`delete`	`entity_crud`	Delete a benchmark
`list`	`entity_crud`	List benchmarks with filtering and pagination
`read`	`entity_crud`	Get detailed benchmark information
`search`	`entity_crud`	Search benchmarks with fuzzy matching
`update`	`entity_crud`	Update an existing benchmark

`benchmark_comparison`

Operation	Mega-tool	What it does
`relative_performance`	`report_query`	Relative performance vs benchmark over multiple standard periods
`risk_adjusted`	`report_query`	Risk adjusted benchmark comparison.
`tracking`	`report_query`	Tracking error and excess return analysis vs benchmark

`best_mark`

Operation	Mega-tool	What it does
`best_mark`	`smart_action`	The best-supported valuation mark for one subject as of a date, with the runners-up and why each lost.

`bill_attribution`

Operation	Mega-tool	What it does
`suggest`	`smart_action`	Suggest the property (cost center) a bill should be attributed to

`book_mark`

Operation	Mega-tool	What it does
`book_mark`	`workflow_action`	Promote one ValuationMark into a BookedPosition on a net worth statement — the governed act that turns an observation into a booked line.

`booked_position`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Book one statement line against exactly one ValuationMark (refuses a derived or never_sum mark)
`delete`	`entity_crud`	Delete a booked position
`list`	`entity_crud`	List booked positions with filtering and pagination
`read`	`entity_crud`	Get a booked position by ID
`update`	`entity_crud`	Update a booked position (line identity — statement/line_list/sequence — is immutable)

`broker`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new broker
`delete`	`entity_crud`	Delete a broker
`list`	`entity_crud`	List brokers with filtering and pagination
`read`	`entity_crud`	Get detailed broker information
`search`	`entity_crud`	Search brokers with fuzzy matching
`update`	`entity_crud`	Update an existing broker

`broker_management`

Operation	Mega-tool	What it does
`connect`	`workflow_action`	Establish a connection to a broker
`disable`	`workflow_action`	Disable a broker
`disconnect`	`workflow_action`	Disconnect from a broker
`enable`	`workflow_action`	Enable a disabled broker
`set_primary`	`workflow_action`	Set a broker as the primary/default broker for the organization
`test_connection`	`workflow_action`	Test broker connectivity and return connection health

`budget`

Operation	Mega-tool	What it does
`budget_check`	`smart_action`	Check remaining budget for an account in a period
`budget_vs_actual`	`report_query`	Variance report: budgeted vs actual per account for a budget
`create`	`entity_crud`	Create a budget
`list`	`entity_crud`	List budgets
`read`	`entity_crud`	Read a budget
`update`	`entity_crud`	Update a budget

`budget_line`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a budget line
`delete`	`entity_crud`	Delete a budget line
`list`	`entity_crud`	List budget lines
`read`	`entity_crud`	Read a budget line
`update`	`entity_crud`	Update a budget line

`capital_account_rollforward`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Record a K-1 Item L capital account rollforward
`delete`	`entity_crud`	Delete a capital account rollforward
`list`	`entity_crud`	List capital account rollforwards with filtering and pagination
`read`	`entity_crud`	Get a capital account rollforward by ID
`update`	`entity_crud`	Update a capital account rollforward's annotation fields (the observed value itself is never mutated after ingest)

`cash_flow`

Operation	Mega-tool	What it does
`expected_collections`	`report_query`	List expected customer collections by due date
`forecast`	`report_query`	Generate cash flow forecast based on AR and AP
`historical`	`report_query`	Analyze historical cash flow from payments and receipts
`upcoming_payments`	`report_query`	List upcoming vendor invoice payments by due date

`cash_position`

Operation	Mega-tool	What it does
`query`	`report_query`	Cash on hand from posted journal entries as of a date: total, per bank account (book balance vs the bank's own figure), and per property cost center.

`cash_vs_accrual`

Operation	Mega-tool	What it does
`query`	`report_query`	Profit & loss for a period computed on BOTH the cash and accrual basis, with the difference in revenue, expenses and net income.

`categorization_rule`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new categorization rule
`delete`	`entity_crud`	Delete a categorization rule
`list`	`entity_crud`	List categorization_rules with filtering and pagination
`read`	`entity_crud`	Get detailed categorization rule information
`search`	`entity_crud`	Search categorization_rules with fuzzy matching
`update`	`entity_crud`	Update an existing categorization rule

`checks_register`

Operation	Mega-tool	What it does
`query`	`report_query`	The cheque register: every cheque instruction across runs with its number, payee, amount, status and bills, plus totals by status and any gaps in the issued…

`corporate_action`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new corporate action
`delete`	`entity_crud`	Delete a corporate action
`list`	`entity_crud`	List corporate actions with filtering and pagination
`read`	`entity_crud`	Get detailed corporate action information
`search`	`entity_crud`	Search corporate actions
`update`	`entity_crud`	Update a corporate action

`cost_center`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a cost center
`list`	`entity_crud`	List cost centers
`read`	`entity_crud`	Read a cost center
`update`	`entity_crud`	Update a cost center

`credit_memo`

Operation	Mega-tool	What it does
`apply`	`workflow_action`	Apply an issued credit memo to an invoice (reduces amount due; posts no journal entry)
`create`	`entity_crud`	Create a DRAFT credit memo with its lines (posts nothing — use workflow_action issue)
`issue`	`workflow_action`	Issue a draft credit memo — posts DR revenue / CR accounts receivable
`list`	`entity_crud`	List credit memos with filtering and pagination
`read`	`entity_crud`	Get one credit memo, optionally with its lines and applications
`update`	`entity_crud`	Edit a DRAFT credit memo's descriptive fields (issued memos are immutable)
`void`	`workflow_action`	Void an issued credit memo and reverse its journal entry (refused while applications exist)

`credit_memo_aging`

Operation	Mega-tool	What it does
`query`	`report_query`	Open credit memo balances bucketed by age, with per-memo detail

`credit_memo_application`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List applications of credit memos to invoices
`read`	`entity_crud`	Get one credit memo application

`credit_memo_line`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Add a line to a DRAFT credit memo (the memo total is re-derived)
`list`	`entity_crud`	List credit memo lines
`read`	`entity_crud`	Get one credit memo line
`update`	`entity_crud`	Edit a line on a DRAFT credit memo (the memo total is re-derived)

`currency`

Operation	Mega-tool	What it does
`convert`	`smart_action`	Convert amount between currencies
`create`	`entity_crud`	Create a new currency
`delete`	`entity_crud`	Delete a currency
`fetch_ecb_rates`	`smart_action`	Fetch latest ECB exchange rates
`list`	`entity_crud`	List currencies with filtering and pagination
`post_revaluation`	`smart_action`	Post a currency revaluation
`preview_revaluation`	`smart_action`	Preview currency revaluation impact
`read`	`entity_crud`	Get detailed currency information
`reverse_revaluation`	`smart_action`	Reverse a currency revaluation
`search`	`entity_crud`	Search currencies with fuzzy matching
`update`	`entity_crud`	Update an existing currency

`currency_revaluation`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new currency revaluation
`delete`	`entity_crud`	Delete a currency revaluation
`list`	`entity_crud`	List currency_revaluations with filtering and pagination
`read`	`entity_crud`	Get detailed currency revaluation information
`search`	`entity_crud`	Search currency_revaluations with fuzzy matching
`update`	`entity_crud`	Update an existing currency revaluation

`currency_revaluation_line`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new currency revaluation line
`delete`	`entity_crud`	Delete a currency revaluation line
`list`	`entity_crud`	List currency_revaluation_lines with filtering and pagination
`read`	`entity_crud`	Get detailed currency revaluation line information
`update`	`entity_crud`	Update an existing currency revaluation line

`customer`

Operation	Mega-tool	What it does
`batch_reminders`	`smart_action`	Batch generate payment reminders
`create`	`entity_crud`	Create a new customer
`credit_check`	`smart_action`	Customer credit check
`list`	`entity_crud`	List customers with filtering and pagination
`payment_reminder`	`smart_action`	Generate payment reminder
`read`	`entity_crud`	Get customer details by ID
`search`	`entity_crud`	Search customers by name, number, or email
`update`	`entity_crud`	Update an existing customer

`dashboard`

Operation	Mega-tool	What it does
`budget_variance`	`smart_action`	Budget variance analysis report
`cash_flow_forecast`	`smart_action`	Cash flow forecast
`get_overview`	`smart_action`	Get finance dashboard overview
`gl_activity`	`smart_action`	Get GL account activity
`month_end_accruals`	`smart_action`	Month-end accruals computation
`trial_balance`	`smart_action`	Trial balance check

`data_provider`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new data provider
`delete`	`entity_crud`	Delete a data provider
`list`	`entity_crud`	List data_providers with filtering and pagination
`read`	`entity_crud`	Get detailed data provider information
`search`	`entity_crud`	Search data_providers with fuzzy matching
`update`	`entity_crud`	Update an existing data provider

`depreciation_run`

Operation	Mega-tool	What it does
`post`	`workflow_action`	Post depreciation for the period
`preview`	`workflow_action`	Preview the depreciation period without posting

`depreciation_schedule`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List depreciation schedule entries
`read`	`entity_crud`	Read a depreciation schedule entry

`dimensional_rollup`

Operation	Mega-tool	What it does
`query`	`report_query`	Roll posted amounts up by cost center (property) or project for a period, each row carrying the prior period's figure and the variance.

`dimensions`

Operation	Mega-tool	What it does
`dimensional_rollup`	`smart_action`	Roll up GL activity by cost_center or project for a period

`entity_identifier`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Record an entity identifier (EIN/TIN/state file number/etc)
`delete`	`entity_crud`	Delete an entity identifier
`list`	`entity_crud`	List entity identifiers (EIN/TIN/etc) with filtering and pagination
`read`	`entity_crud`	Get an entity identifier by ID
`update`	`entity_crud`	Update an entity identifier

`entity_role`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Record a role (trustee/manager/etc) held for a legal entity
`delete`	`entity_crud`	Delete an entity role
`list`	`entity_crud`	List entity roles (trustee/manager/etc chain) with filtering and pagination
`read`	`entity_crud`	Get an entity role by ID
`update`	`entity_crud`	Update an entity role

`entity_sheet`

Operation	Mega-tool	What it does
`entity_sheet`	`report_query`	Everything recorded about one entity, sectioned, in one call — the agent-facing equivalent of a workbook sheet.

`exchange_rate`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new exchange rate
`delete`	`entity_crud`	Delete a exchange rate
`list`	`entity_crud`	List exchange_rates with filtering and pagination
`read`	`entity_crud`	Get detailed exchange rate information
`update`	`entity_crud`	Update an existing exchange rate

`execution`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new execution
`delete`	`entity_crud`	Delete a execution
`list`	`entity_crud`	List executions with filtering and pagination
`read`	`entity_crud`	Get detailed execution information
`search`	`entity_crud`	Search executions with fuzzy matching
`update`	`entity_crud`	Update an existing execution

`expense_allocation`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new expense allocation
`delete`	`entity_crud`	Delete an expense allocation
`list`	`entity_crud`	List expense allocations with filtering and pagination
`read`	`entity_crud`	Get detailed expense allocation information
`search`	`entity_crud`	Search expense allocations
`update`	`entity_crud`	Update an expense allocation

`expense_item`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new expense item
`delete`	`entity_crud`	Delete a expense item
`list`	`entity_crud`	List expense_items with filtering and pagination
`read`	`entity_crud`	Get detailed expense item information
`search`	`entity_crud`	Search expense_items with fuzzy matching
`update`	`entity_crud`	Update an existing expense item

`expense_report`

Operation	Mega-tool	What it does
`approve`	`workflow_action`	Approve an expense report.
`breakdown`	`report_query`	Get expense report breakdown by dimension
`create`	`entity_crud`	Create a new expense report
`delete`	`entity_crud`	Delete a expense report
`get_transitions`	`workflow_action`	Get available transitions for a expense report
`list`	`entity_crud`	List expense_reports with filtering and pagination
`read`	`entity_crud`	Get detailed expense report information
`reject`	`workflow_action`	Reject an expense report with a rejection reason.
`search`	`entity_crud`	Search expense_reports with fuzzy matching
`submit`	`workflow_action`	Submit a draft expense report for approval.
`summary`	`report_query`	Expense report analytics and approval funnel
`transition`	`workflow_action`	Transition expense report to a new status
`trend`	`report_query`	Get expense report trend over time
`update`	`entity_crud`	Update an existing expense report

`fee_schedule`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new fee schedule
`delete`	`entity_crud`	Delete a fee schedule
`list`	`entity_crud`	List fee schedules with filtering and pagination
`read`	`entity_crud`	Get detailed fee schedule information
`search`	`entity_crud`	Search fee schedules
`update`	`entity_crud`	Update a fee schedule

`finance_import`

Operation	Mega-tool	What it does
`apply`	`workflow_action`	Apply finance import.
`plan_quickbooks`	`workflow_action`	Dry run: read a stored QuickBooks IIF or Journal-CSV export and report what importing it would do — accounts to create, QuickBooks classes with no cost…
`rollback`	`workflow_action`	Reverse everything one applied import posted, by writing a mirror entry for each — dated the same day as the original, so no accounting period moves.

`finance_import_run`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List finance import run.
`read`	`entity_crud`	Get one import run with its full plan report: accounts to create, unmapped classes, duplicates, per-year totals and warnings

`fixed_asset`

Operation	Mega-tool	What it does
`capitalize_from_invoice`	`workflow_action`	Create a FixedAsset from a VendorInvoice (capitalization)
`create`	`entity_crud`	Create a fixed asset
`dispose`	`workflow_action`	Dispose a fixed asset (posts gain/loss JE via depreciation_service)
`fixed_asset_register`	`report_query`	Asset register with current NBV + last-period depreciation
`list`	`entity_crud`	List fixed assets with filters
`read`	`entity_crud`	Read a fixed asset by id
`recalc_schedule`	`workflow_action`	Rebuild the depreciation schedule for an asset
`update`	`entity_crud`	Update a fixed asset

`flow_event`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Record a flow event (wire, journal, distribution, capital call, tax payment, etc)
`delete`	`entity_crud`	Delete a flow event
`list`	`entity_crud`	List flow events with filtering and pagination
`read`	`entity_crud`	Get a flow event by ID
`search`	`entity_crud`	Search flow events by counterparty name or reference number
`update`	`entity_crud`	Update a flow event's annotation fields (the observed value itself is never mutated after ingest)

`form_1099_summary`

Operation	Mega-tool	What it does
`query`	`report_query`	1099 reporting picture for a tax year: reportable vendors with their box 1 amounts, plus every excluded vendor grouped by the reason it was excluded (card…

`gateway_webhook_event`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List payment-gateway webhook events.
`read`	`entity_crud`	Get one gateway webhook event by ID, including the raw provider payload and the error recorded if processing it failed.

`generated_report`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new generated report record
`delete`	`entity_crud`	Delete a generated report
`list`	`entity_crud`	List generated reports with filtering and pagination
`read`	`entity_crud`	Get detailed generated report information
`search`	`entity_crud`	Search generated reports
`update`	`entity_crud`	Update a generated report

`gl`

Operation	Mega-tool	What it does
`account_lookup`	`smart_action`	Look up GL account by code or name
`suggest_coding`	`smart_action`	AI-powered GL account coding suggestion

`goods_receipt`

Operation	Mega-tool	What it does
`breakdown`	`report_query`	Get goods receipt breakdown by dimension
`cancel`	`workflow_action`	Cancel a goods receipt with an optional reason.
`create`	`entity_crud`	Create a new goods receipt
`delete`	`entity_crud`	Delete a goods receipt
`list`	`entity_crud`	List goods_receipts with filtering and pagination
`post`	`workflow_action`	Post a goods receipt, updating inventory and accruing receipt liabilities.
`read`	`entity_crud`	Get detailed goods receipt information
`search`	`entity_crud`	Search goods_receipts with fuzzy matching
`summary`	`report_query`	Goods receipt analytics for inbound procurement
`trend`	`report_query`	Get goods receipt trend over time
`update`	`entity_crud`	Update an existing goods receipt

`goods_receipt_line`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new goods receipt line
`delete`	`entity_crud`	Delete a goods receipt line
`list`	`entity_crud`	List goods_receipt_lines with filtering and pagination
`read`	`entity_crud`	Get detailed goods receipt line information
`update`	`entity_crud`	Update an existing goods receipt line

`guide`

Operation	Mega-tool	What it does
`query`	`report_query`	Finance agent playbook: where every finance id comes from and the order the workflows run in.

`holding_observation`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Record a holding observation (statement line detail)
`delete`	`entity_crud`	Delete a holding observation
`list`	`entity_crud`	List holding observations with filtering and pagination
`read`	`entity_crud`	Get a holding observation by ID
`update`	`entity_crud`	Update a holding observation's annotation fields (the observed value itself is never mutated after ingest)

`investment_agent`

Operation	Mega-tool	What it does
`activate`	`workflow_action`	Activate an investment agent (from draft or disabled status)
`cancel_execution`	`workflow_action`	Cancel a pending or running agent execution
`create`	`entity_crud`	Create a new investment agent
`deactivate`	`workflow_action`	Deactivate an active investment agent
`delete`	`entity_crud`	Delete a investment agent
`execute`	`workflow_action`	Trigger a new execution of an investment agent
`get_transitions`	`workflow_action`	List valid status transitions for an investment agent and its executions
`list`	`entity_crud`	List investment_agents with filtering and pagination
`pause_execution`	`workflow_action`	Pause a running agent execution
`read`	`entity_crud`	Get detailed investment agent information
`retry_execution`	`workflow_action`	Retry a failed agent execution by creating a new execution with the same parameters
`search`	`entity_crud`	Search investment_agents with fuzzy matching
`update`	`entity_crud`	Update an existing investment agent

`investor_capital`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new investor capital account
`delete`	`entity_crud`	Delete an investor capital account
`list`	`entity_crud`	List investor capital accounts with filtering and pagination
`read`	`entity_crud`	Get detailed investor capital information
`search`	`entity_crud`	Search investor capital accounts
`update`	`entity_crud`	Update an investor capital account

`invoice`

Operation	Mega-tool	What it does
`aging_report`	`smart_action`	Invoice aging report
`create`	`entity_crud`	Create a new invoice
`detect_duplicates`	`smart_action`	Detect duplicate invoices
`list`	`entity_crud`	List invoices with filtering and pagination
`mark_viewed`	`workflow_action`	Mark an invoice as viewed by customer
`read`	`entity_crud`	Get invoice details by ID
`search`	`entity_crud`	Search invoices by invoice number, customer name, or amount
`send`	`workflow_action`	Mark an invoice as sent to customer
`send_reminder`	`workflow_action`	Send a payment reminder for an overdue or outstanding invoice
`update`	`entity_crud`	Update an existing invoice
`void`	`workflow_action`	Void an invoice

`invoice_line_item`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new invoice line item
`delete`	`entity_crud`	Delete a invoice line item
`list`	`entity_crud`	List invoice_line_items with filtering and pagination
`read`	`entity_crud`	Get detailed invoice line item information
`search`	`entity_crud`	Search invoice_line_items with fuzzy matching
`update`	`entity_crud`	Update an existing invoice line item

`journal_entry`

Operation	Mega-tool	What it does
`breakdown`	`report_query`	Get journal entry breakdown by dimension
`create`	`entity_crud`	Create a new journal entry
`delete`	`entity_crud`	Delete a draft journal entry (soft delete)
`get_transitions`	`workflow_action`	Get available transitions for a journal entry
`list`	`entity_crud`	List journal entries with filtering and pagination
`post`	`entity_crud`	Post a draft journal entry to the general ledger
`post`	`workflow_action`	Post a journal entry to the general ledger.
`read`	`entity_crud`	Get journal entry details by ID
`reverse`	`workflow_action`	Create a reversing journal entry
`summary`	`report_query`	Journal entry posting analytics
`transition`	`workflow_action`	Transition journal entry to a new status
`trend`	`report_query`	Get journal entry trend over time
`update`	`entity_crud`	Update a draft journal entry
`void`	`entity_crud`	Void a posted journal entry by creating a reversing entry

`journal_entry_line`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new journal entry line
`delete`	`entity_crud`	Delete a journal entry line
`list`	`entity_crud`	List journal_entry_lines with filtering and pagination
`read`	`entity_crud`	Get detailed journal entry line information
`search`	`entity_crud`	Search journal_entry_lines with fuzzy matching
`update`	`entity_crud`	Update an existing journal entry line

`market_analytics`

Operation	Mega-tool	What it does
`data_provider_health`	`report_query`	Data provider reliability and connection status for the organization
`market_overview`	`report_query`	Market-wide summary with security counts by type, exchange, volume, and market cap
`price_movement`	`report_query`	Price movement analysis with OHLCV summary and change metrics
`sector_performance`	`report_query`	Sector-level aggregation of securities by market cap, PE ratio, and dividend yield

`market_data_snapshot`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new market data snapshot
`delete`	`entity_crud`	Delete a market data snapshot
`list`	`entity_crud`	List market_data_snapshots with filtering and pagination
`read`	`entity_crud`	Get detailed market data snapshot information
`update`	`entity_crud`	Update an existing market data snapshot

`marks_series`

Operation	Mega-tool	What it does
`marks_series`	`report_query`	Every dated valuation mark for one subject, ordered by evidence tier first (tier_rank ascending, lower is stronger: 10 = custodian statement, 80 = model) and…

`match_line_detail`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new match line detail
`delete`	`entity_crud`	Delete a match line detail
`list`	`entity_crud`	List match_line_details with filtering and pagination
`read`	`entity_crud`	Get detailed match line detail information
`search`	`entity_crud`	Search match_line_details with fuzzy matching
`update`	`entity_crud`	Update an existing match line detail

`match_variance`

Operation	Mega-tool	What it does
`approve`	`workflow_action`	Approve a three-way-match variance for an invoice/PO/receipt set.

`month_end`

Operation	Mega-tool	What it does
`month_end_checklist`	`report_query`	Month-end close checklist (read-only report form)

`month_end_close`

Operation	Mega-tool	What it does
`get_checklist`	`workflow_action`	Get the month-end close checklist for the org + period

`net_worth_statement`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a net worth statement (a dated, ruled edition of the balance sheet)
`delete`	`entity_crud`	Delete a net worth statement
`list`	`entity_crud`	List net worth statements with filtering and pagination
`net_worth_statement`	`report_query`	The booked net-worth roll-up for one statement edition, with the bucket identity asserted: alan_attributable + collateral_family + other_segregated reconcile…
`read`	`entity_crud`	Get a net worth statement by ID
`update`	`entity_crud`	Update a net worth statement

`networth_workbook_import`

Operation	Mega-tool	What it does
`submit`	`integration_call`	Submit networth workbook import.

`number_sequence`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new number sequence
`delete`	`entity_crud`	Delete a number sequence
`list`	`entity_crud`	List number_sequences with filtering and pagination
`read`	`entity_crud`	Get detailed number sequence information
`search`	`entity_crud`	Search number_sequences with fuzzy matching
`update`	`entity_crud`	Update an existing number sequence

`online_payment`

Operation	Mega-tool	What it does
`create_intent`	`workflow_action`	Create a payment intent for one customer's invoices.
`handle_return`	`workflow_action`	Record a succeeded online payment coming back: an ACH return, a refund we issued, or a chargeback.
`list`	`entity_crud`	List online (card / ACH) payments with filtering and pagination.
`quote_fee`	`workflow_action`	Quote the convenience fee.
`read`	`entity_crud`	Get one online payment by ID, including the frozen invoice allocations and the journal entry ids it produced (cash application, fees, reversal).

`open_item`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Record an open item (a bounded-but-unbooked magnitude)
`delete`	`entity_crud`	Delete an open item
`list`	`entity_crud`	List open items (unaccounted-and-open, never-sum magnitudes) with filtering and pagination
`read`	`entity_crud`	Get an open item by ID
`update`	`entity_crud`	Update an open item

`open_items`

Operation	Mega-tool	What it does
`open_items`	`report_query`	The unaccounted-and-open set: magnitudes that can be bounded but not booked, each with its implied size, low/high estimate, what would close it and its…

`order`

Operation	Mega-tool	What it does
`approve`	`workflow_action`	Approve a pending order (pending -> approved)
`cancel`	`workflow_action`	Cancel an active order
`create`	`entity_crud`	Create a new order
`delete`	`entity_crud`	Delete a order
`fill`	`workflow_action`	Record a fill execution against an order (submitted/partially_filled -> partially_filled/filled)
`get_transitions`	`workflow_action`	List valid workflow transitions from the order's current status
`list`	`entity_crud`	List orders with filtering and pagination
`read`	`entity_crud`	Get detailed order information
`reject`	`workflow_action`	Reject a pending order (pending -> rejected)
`search`	`entity_crud`	Search orders with fuzzy matching
`send_to_broker`	`workflow_action`	Send an approved order to the broker for execution (approved -> submitted)
`submit`	`workflow_action`	Submit a draft order for approval (draft -> pending)
`update`	`entity_crud`	Update an existing order

`org_letterhead`

Operation	Mega-tool	What it does
`read`	`entity_crud`	Read the organization's letterhead — the legal name, address block, contact details, accent colour and signature printed on notices, statements and check…
`update`	`entity_crud`	Update the organization's letterhead.

`organization_currency_settings`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new organization currency settings
`delete`	`entity_crud`	Delete a organization currency settings
`list`	`entity_crud`	List organization_currency_settingses with filtering and pagination
`read`	`entity_crud`	Get detailed organization currency settings information
`search`	`entity_crud`	Search organization_currency_settingses with fuzzy matching
`update`	`entity_crud`	Update an existing organization currency settings

`organization_data_provider`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new organization data provider
`delete`	`entity_crud`	Delete a organization data provider
`list`	`entity_crud`	List organization_data_providers with filtering and pagination
`read`	`entity_crud`	Get detailed organization data provider information
`update`	`entity_crud`	Update an existing organization data provider

`ownership_graph`

Operation	Mega-tool	What it does
`ownership_graph`	`report_query`	Ownership edges for the organization, with conflicts SURFACED rather than merged.

`ownership_interest`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Record an ownership edge — exactly one of owned_entity_id / owned_asset_id required
`delete`	`entity_crud`	Delete an ownership interest
`list`	`entity_crud`	List ownership interests with filtering and pagination
`read`	`entity_crud`	Get an ownership interest by ID
`update`	`entity_crud`	Update an ownership interest's annotation fields (the observed value itself is never mutated after ingest)

`payment`

Operation	Mega-tool	What it does
`apply`	`entity_crud`	Apply an existing payment to a bill
`breakdown`	`report_query`	Get payment breakdown by dimension
`create`	`entity_crud`	Create a new payment to a vendor
`delete`	`entity_crud`	Delete a payment (soft delete)
`get_transitions`	`workflow_action`	Get available transitions for a payment
`list`	`entity_crud`	List payments with filtering and pagination
`read`	`entity_crud`	Get payment details by ID
`search`	`entity_crud`	Search payments by reference, vendor, or amount
`summary`	`report_query`	Payment analytics by status and method
`transition`	`workflow_action`	Transition payment to a new status
`trend`	`report_query`	Get payment trend over time
`update`	`entity_crud`	Update payment details (limited fields)

`payment_application`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new payment application
`delete`	`entity_crud`	Delete a payment application
`list`	`entity_crud`	List payment_applications with filtering and pagination
`read`	`entity_crud`	Get detailed payment application information
`update`	`entity_crud`	Update an existing payment application

`payment_file`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List the generated files of payment runs (metadata and sha256 only; the bytes come from the audited download endpoint)
`read`	`entity_crud`	Get one payment file's metadata, sha256 and download path

`payment_gateway`

Operation	Mega-tool	What it does
`verify`	`integration_call`	Verify the organization's payment gateway against the provider — a LIVE Stripe call.

`payment_gateway_config`

Operation	Mega-tool	What it does
`read`	`entity_crud`	Read the organization's payment gateway configuration.
`update`	`entity_crud`	Update the organization's payment gateway configuration.

`payment_instruction`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List payment instructions across runs.
`read`	`entity_crud`	Get one payment instruction with the bills it settles
`void`	`workflow_action`	Void one released payment: reverse its journal entry, un-apply its bills so they re-open as run candidates, and cancel the payment.

`payment_run`

Operation	Mega-tool	What it does
`add_bills`	`workflow_action`	Add approved bills to a draft payment run
`approve`	`workflow_action`	Approve a draft run, freezing its totals and whether it needs a second signature to release
`auto_draft`	`workflow_action`	Run the 1st/15th cadence logic now: draft one run per armed organization whose preset matches the given day.
`create`	`entity_crud`	Create a draft payment run and load it with approved bills
`generate_files`	`workflow_action`	Regenerate the bank files of a released run (a retry after a failure).
`list`	`entity_crud`	List AP payment runs with filtering and pagination
`mark_printed`	`workflow_action`	Stamp every released cheque of a run as printed
`propose`	`smart_action`	Propose a payment run without creating one: candidate bills grouped by payee with the resolved method, the cheque/ACH split, the total, and whether releasing…
`read`	`entity_crud`	Get one AP payment run, with its bill set
`release`	`workflow_action`	Release an approved run: assign cheque numbers, create the payments and their applications, post DR AP / CR cash, and queue the bank files.
`remove_bills`	`workflow_action`	Remove bills from a draft payment run
`update`	`entity_crud`	Update a DRAFT payment run's bank account, date or notes
`void`	`workflow_action`	Void a draft or approved run, releasing its bills back to the pool

`payment_run_bill`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List the bills held by payment runs, filterable by run or bill
`read`	`entity_crud`	Get one bill's membership in a payment run

`payment_run_summary`

Operation	Mega-tool	What it does
`query`	`report_query`	Payment runs over a date window: one row per run with its cheque/ACH split, status and file status, plus totals by status and by bank account.

`performance_metric`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new performance metric
`delete`	`entity_crud`	Delete a performance metric
`list`	`entity_crud`	List performance_metrics with filtering and pagination
`read`	`entity_crud`	Get detailed performance metric information
`search`	`entity_crud`	Search performance_metrics with fuzzy matching
`update`	`entity_crud`	Update an existing performance metric

`portfolio`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new portfolio
`delete`	`entity_crud`	Delete a portfolio
`list`	`entity_crud`	List portfolios with filtering and pagination
`read`	`entity_crud`	Get detailed portfolio information
`search`	`entity_crud`	Search portfolios with fuzzy matching
`update`	`entity_crud`	Update an existing portfolio

`portfolio_comparison`

Operation	Mega-tool	What it does
`query`	`report_query`	Income, expenses, net operating income and margin for every property (cost center) over a date range, ranked by NOI.

`portfolio_management`

Operation	Mega-tool	What it does
`activate`	`workflow_action`	Reactivate an archived portfolio
`archive`	`workflow_action`	Archive an active portfolio
`close_positions`	`workflow_action`	Preview closing all positions in a portfolio
`generate_performance`	`workflow_action`	Generate a performance metric record for a portfolio over a specified period
`rebalance`	`workflow_action`	Trigger portfolio rebalancing analysis with optional target weights
`update_nav`	`workflow_action`	Force NAV recalculation from current position market values

`portfolio_performance`

Operation	Mega-tool	What it does
`attribution`	`report_query`	Performance attribution analysis by sector, country, and asset class
`comparison`	`report_query`	Compare multiple portfolios side-by-side with returns and risk metrics
`holdings_analysis`	`report_query`	Position concentration and exposure analysis by sector, currency, and asset class
`summary`	`report_query`	Get portfolio performance summary with returns, risk metrics, and position overview
`time_series`	`report_query`	Historical performance time series with returns and NAV

`position`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new position
`delete`	`entity_crud`	Delete a position
`list`	`entity_crud`	List positions with filtering and pagination
`read`	`entity_crud`	Get detailed position information
`update`	`entity_crud`	Update an existing position

`posting_settings`

Operation	Mega-tool	What it does
`read`	`entity_crud`	Read the organization's finance settings — the 1099 payer TIN (masked, last four only), the 1099 reporting threshold override, the accounting basis, and which…
`update`	`entity_crud`	Set the organization's 1099 tax policy: its payer TIN (the EIN printed in the payer block of every 1099 and written to the IRIS export) and its 1099 reporting…

`profit_loss`

Operation	Mega-tool	What it does
`profit_loss`	`report_query`	Profit & Loss (income statement): revenue, COGS, gross profit, operating expenses and net income from posted journal entries over a date range.

`project`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a project
`list`	`entity_crud`	List projects (finance dimension)
`read`	`entity_crud`	Read a project
`update`	`entity_crud`	Update a project

`property_pnl`

Operation	Mega-tool	What it does
`query`	`report_query`	Profit & loss for one property (cost center) over a date range, with budget variance per account, net operating income, and a trailing 12-month NOI series.

`provenance_index`

Operation	Mega-tool	What it does
`provenance_index`	`report_query`	The master provenance table: every SourceCitation token in the organization, with the fact it cites, its stored ids, its sha256, its page and — with…

`purchase_order`

Operation	Mega-tool	What it does
`approve`	`workflow_action`	Approve a submitted purchase order.
`breakdown`	`report_query`	Get purchase order breakdown by dimension
`cancel`	`workflow_action`	Cancel a purchase order with a cancellation reason.
`close`	`workflow_action`	Close a completed purchase order.
`create`	`entity_crud`	Create a new purchase order
`delete`	`entity_crud`	Delete a purchase order
`get_transitions`	`workflow_action`	Get available transitions for a purchase order
`list`	`entity_crud`	List purchase_orders with filtering and pagination
`read`	`entity_crud`	Get detailed purchase order information
`reject`	`workflow_action`	Reject a purchase order with a rejection reason.
`search`	`entity_crud`	Search purchase_orders with fuzzy matching
`submit`	`workflow_action`	Submit a draft purchase order for approval.
`summary`	`report_query`	Purchase order analytics by status and vendor
`transition`	`workflow_action`	Transition purchase order to a new status
`trend`	`report_query`	Get purchase order trend over time
`update`	`entity_crud`	Update an existing purchase order

`purchase_order_line`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new purchase order line
`delete`	`entity_crud`	Delete a purchase order line
`list`	`entity_crud`	List purchase_order_lines with filtering and pagination
`read`	`entity_crud`	Get detailed purchase order line information
`search`	`entity_crud`	Search purchase_order_lines with fuzzy matching
`update`	`entity_crud`	Update an existing purchase order line

`receipt`

Operation	Mega-tool	What it does
`apply`	`entity_crud`	Apply an existing receipt to an invoice
`create`	`entity_crud`	Create a new customer receipt
`delete`	`entity_crud`	Delete a receipt (soft delete)
`handle_return`	`workflow_action`	Record a non-gateway receipt coming back — a bounced check or a reversed bank-feed deposit.
`list`	`entity_crud`	List receipts with filtering and pagination
`read`	`entity_crud`	Get receipt details by ID
`search`	`entity_crud`	Search receipts by reference, customer, or amount
`update`	`entity_crud`	Update receipt details (limited fields)

`receipt_application`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new receipt application
`delete`	`entity_crud`	Delete a receipt application
`list`	`entity_crud`	List receipt_applications with filtering and pagination
`read`	`entity_crud`	Get detailed receipt application information
`update`	`entity_crud`	Update an existing receipt application

`receipt_match`

Operation	Mega-tool	What it does
`dismiss`	`workflow_action`	Clear the stored receipt suggestions on a bank transaction and return it to unmatched.
`post_receipt`	`workflow_action`	Book an inbound bank deposit as a tenant receipt: creates the Receipt and its applications against the named open invoices, and posts DR bank cash / CR…

`receipt_match_queue`

Operation	Mega-tool	What it does
`query`	`report_query`	Inbound bank deposits carrying receipt suggestions: one row per deposit with its best candidate tenant, the invoices it would settle, and the confidence tier…

`receipt_match_rule`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a rule binding a bank payer string to a customer.
`delete`	`entity_crud`	Soft-delete an inbound receipt-match rule
`list`	`entity_crud`	List inbound receipt-match rules with filtering and pagination
`read`	`entity_crud`	Get one inbound receipt-match rule by ID
`update`	`entity_crud`	Update an inbound receipt-match rule

`reconciliation`

Operation	Mega-tool	What it does
`auto_match`	`smart_action`	Auto-match bank transactions to GL entries
`exclude_transaction`	`smart_action`	Exclude a bank transaction from reconciliation
`get_match_suggestions`	`smart_action`	Get match suggestions for a bank transaction
`manual_match`	`smart_action`	Manually match a bank transaction to a GL entry
`unmatch`	`smart_action`	Unmatch a previously matched transaction

`record_ruling`

Operation	Mega-tool	What it does
`record_ruling`	`workflow_action`	Record an attribution ruling — a decision as data, with the question it answered, the decision, the rationale, who decided and when.

`recurring_transaction`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new recurring transaction
`delete`	`entity_crud`	Delete a recurring transaction
`list`	`entity_crud`	List recurring_transactions with filtering and pagination
`read`	`entity_crud`	Get detailed recurring transaction information
`search`	`entity_crud`	Search recurring_transactions with fuzzy matching
`update`	`entity_crud`	Update an existing recurring transaction

`report_schedule`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new report schedule
`delete`	`entity_crud`	Delete a report schedule
`list`	`entity_crud`	List report schedules with filtering and pagination
`read`	`entity_crud`	Get detailed report schedule information
`search`	`entity_crud`	Search report schedules
`update`	`entity_crud`	Update a report schedule

`report_template`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new report template
`delete`	`entity_crud`	Delete a report template
`list`	`entity_crud`	List report templates with filtering and pagination
`read`	`entity_crud`	Get detailed report template information
`search`	`entity_crud`	Search report templates
`update`	`entity_crud`	Update a report template

`research_note`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new research note
`delete`	`entity_crud`	Delete a research note
`list`	`entity_crud`	List research notes with filtering and pagination
`read`	`entity_crud`	Get detailed research note
`search`	`entity_crud`	Search research notes
`update`	`entity_crud`	Update a research note

`resolve_citation`

Operation	Mega-tool	What it does
`resolve_citation`	`smart_action`	Resolve one F1 provenance token to the live platform object it names.

`retire_position`

Operation	Mega-tool	What it does
`retire_position`	`workflow_action`	Retire one booked line: status becomes 'retired' and the line keeps its reason and the ruling that retired it.

`returned_payments`

Operation	Mega-tool	What it does
`query`	`report_query`	Payments that came back: returned / refunded / disputed online payments AND returned receipts (bounced checks, reversed bank-feed deposits).

`revaluation`

Operation	Mega-tool	What it does
`post`	`workflow_action`	Post a currency revaluation, generating ledger entries.
`preview`	`workflow_action`	Preview the impact of a currency revaluation without posting.
`reverse`	`workflow_action`	Reverse a posted currency revaluation with a reason.

`risk_analytics`

Operation	Mega-tool	What it does
`drawdown_analysis`	`report_query`	Maximum drawdown analysis with recovery periods for a portfolio
`limit_utilization`	`report_query`	Risk limit utilization dashboard with status filtering
`risk_exposure`	`report_query`	Risk exposure breakdown by sector, asset class, country, and currency
`stress_test_results`	`report_query`	Aggregate stress test results grouped by scenario type with P&L impact
`var_summary`	`report_query`	VaR and CVaR summary across portfolios with method filtering

`risk_limit`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new risk limit
`delete`	`entity_crud`	Delete a risk limit
`list`	`entity_crud`	List risk_limits with filtering and pagination
`read`	`entity_crud`	Get detailed risk limit information
`search`	`entity_crud`	Search risk_limits with fuzzy matching
`update`	`entity_crud`	Update an existing risk limit

`risk_management`

Operation	Mega-tool	What it does
`acknowledge_breach`	`workflow_action`	Acknowledge a risk limit breach
`approve_stress_test`	`workflow_action`	Approve or review stress test results
`calculate_var`	`workflow_action`	Calculate Value at Risk (VaR) for a portfolio
`check_limits`	`workflow_action`	Run risk limit checks for a portfolio, recalculating current values and statuses
`escalate_breach`	`workflow_action`	Escalate a risk limit breach for management review
`execute_stress_test`	`workflow_action`	Execute a stress test scenario against portfolio positions
`override_limit`	`workflow_action`	Temporarily override a risk limit threshold
`reset_limit`	`workflow_action`	Reset a risk limit status to normal
`set_risk_tolerance`	`workflow_action`	Update the risk tolerance setting for a portfolio

`security`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new security
`delete`	`entity_crud`	Delete a security
`list`	`entity_crud`	List securities with filtering and pagination
`read`	`entity_crud`	Get detailed security information
`search`	`entity_crud`	Search securities with fuzzy matching
`update`	`entity_crud`	Update an existing security

`settlement`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new settlement
`delete`	`entity_crud`	Delete a settlement
`list`	`entity_crud`	List settlements with filtering and pagination
`read`	`entity_crud`	Get detailed settlement information
`search`	`entity_crud`	Search settlements
`update`	`entity_crud`	Update a settlement

`source_citation`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Attach a source citation to a fact row (identify the fact via content_type_id, or fact_app_label + fact_model)
`delete`	`entity_crud`	Delete a source citation
`list`	`entity_crud`	List source citations with filtering and pagination
`read`	`entity_crud`	Get a source citation by ID
`search`	`entity_crud`	Search source citations by token, sha256, or filename
`update`	`entity_crud`	Update a source citation (what it cites — content_type/object_id/ordinal — is immutable)

`stress_test`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new stress test
`delete`	`entity_crud`	Delete a stress test
`list`	`entity_crud`	List stress_tests with filtering and pagination
`read`	`entity_crud`	Get detailed stress test information
`search`	`entity_crud`	Search stress_tests with fuzzy matching
`update`	`entity_crud`	Update an existing stress test

`supersede_statement`

Operation	Mega-tool	What it does
`supersede_statement`	`workflow_action`	Make one net worth statement supersede another: the new statement's supersedes points at the old, the old statement's status becomes 'superseded', and the…

`sweep`

Operation	Mega-tool	What it does
`post_pair`	`workflow_action`	Net two imported bank transactions (master leg and ZBA sub leg) into one balanced sweep entry and match both rows to it.
`run_rule`	`workflow_action`	Sweep one rule from the books: compare the sub-account's GL cash for its cost center to the rule's target and post the difference as one balanced entry.
`void_event`	`workflow_action`	Void a posted sweep: reverse its journal entry and release the bank rows it matched.

`sweep_activity`

Operation	Mega-tool	What it does
`query`	`report_query`	ZBA sweep activity for a date window: one row per posted sweep with its property, direction and amount, plus totals by direction and cost center.

`sweep_event`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List posted ZBA sweep events with filtering and pagination
`read`	`entity_crud`	Get one ZBA sweep event by ID

`sweep_rule`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a ZBA sweep rule binding a sub-account to its master
`delete`	`entity_crud`	Soft-delete a ZBA sweep rule (refused while it has posted events)
`list`	`entity_crud`	List ZBA sweep rules with filtering and pagination
`read`	`entity_crud`	Get one ZBA sweep rule by ID
`update`	`entity_crud`	Update a ZBA sweep rule

`tax_fact`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Record a tax fact (return, extension, estimate, payment, K-1, identifier on a filing)
`delete`	`entity_crud`	Delete a tax fact
`list`	`entity_crud`	List tax facts with filtering and pagination
`read`	`entity_crud`	Get a tax fact by ID
`search`	`entity_crud`	Search tax facts by tax year, form, or label
`update`	`entity_crud`	Update a tax fact's annotation fields (the observed value itself is never mutated after ingest)

`tax_form_1099`

Operation	Mega-tool	What it does
`generate`	`workflow_action`	Freeze a tax year into 1099 forms: one row per vendor paid in the year, reportable ones ready to file, excluded ones carrying the reason.
`list`	`entity_crud`	List generated 1099 forms with filtering and pagination
`mark_filed`	`workflow_action`	Record that a ready (or corrected) 1099 form was filed with the IRS.
`read`	`entity_crud`	Get one generated 1099 form by ID
`update`	`entity_crud`	Move a 1099 form's status.

`tax_profile`

Operation	Mega-tool	What it does
`tax_profile`	`report_query`	One entity's tax position by tax year: TaxFact rows (returns filed, extensions, estimates, payments, K-1s received and issued, identifiers on filings, open…

`three_way_match`

Operation	Mega-tool	What it does
`approve_variance`	`smart_action`	Approve a three-way match variance
`create`	`entity_crud`	Create a new three way match
`delete`	`entity_crud`	Delete a three way match
`list`	`entity_crud`	List three_way_matches with filtering and pagination
`read`	`entity_crud`	Get detailed three way match information
`search`	`entity_crud`	Search three_way_matches with fuzzy matching
`update`	`entity_crud`	Update an existing three way match

`trade_execution`

Operation	Mega-tool	What it does
`cancel_trade`	`workflow_action`	Cancel or correct a trade execution
`reconcile`	`workflow_action`	Reconcile an execution with broker records
`record_fill`	`workflow_action`	Record an execution fill from the broker against an order
`settle`	`workflow_action`	Mark an execution as settled

`trading_analytics`

Operation	Mega-tool	What it does
`broker_performance`	`report_query`	Broker execution performance comparison with fill rates and costs
`execution_quality`	`report_query`	Execution quality metrics including slippage, fill rate, and timing
`order_flow`	`report_query`	Order flow analysis showing counts by status, side, type, and source
`pnl_summary`	`report_query`	P&L summary with realized and unrealized breakdown by portfolio and security
`volume_analysis`	`report_query`	Trading volume time series by daily, weekly, or monthly granularity

`transaction`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new transaction
`delete`	`entity_crud`	Delete a transaction
`list`	`entity_crud`	List transactions with filtering and pagination
`read`	`entity_crud`	Get detailed transaction information
`search`	`entity_crud`	Search transactions with fuzzy matching
`update`	`entity_crud`	Update an existing transaction

`trial_balance`

Operation	Mega-tool	What it does
`account_activity`	`report_query`	Get activity summary for a specific GL account
`summary`	`report_query`	Generate trial balance summary with debits and credits
`validation`	`report_query`	Validate trial balance and identify out-of-balance conditions

`va_r_metric`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new va r metric
`delete`	`entity_crud`	Delete a va r metric
`list`	`entity_crud`	List va_r_metrics with filtering and pagination
`read`	`entity_crud`	Get detailed va r metric information
`update`	`entity_crud`	Update an existing va r metric

`valuation_mark`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Record a valuation mark — exactly one of account_id / asset_id / entity_id required
`delete`	`entity_crud`	Delete a valuation mark
`list`	`entity_crud`	List valuation marks with filtering and pagination
`read`	`entity_crud`	Get a valuation mark by ID
`search`	`entity_crud`	Search valuation marks by subject key or printed value
`update`	`entity_crud`	Update a valuation mark's annotation fields (the observed value itself is never mutated after ingest)

`valuation_of_interest`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Record the valuation of a private interest
`delete`	`entity_crud`	Delete a valuation of interest
`list`	`entity_crud`	List valuations of interest with filtering and pagination
`read`	`entity_crud`	Get a valuation of interest by ID
`update`	`entity_crud`	Update a valuation of interest's annotation fields (the observed value itself is never mutated after ingest)

`vendor`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new vendor
`list`	`entity_crud`	List vendors with filtering and pagination
`lookup`	`smart_action`	Look up vendor by name or code
`match_candidates`	`smart_action`	Score a vendor name against the org's vendors, best five first
`read`	`entity_crud`	Get vendor details by ID
`search`	`entity_crud`	Search vendors with fuzzy matching and confidence scoring
`search_invoice_content`	`smart_action`	Search vendor invoice extracted text content
`update`	`entity_crud`	Update an existing vendor

`vendor_invoice`

Operation	Mega-tool	What it does
`apply_po_match`	`workflow_action`	Create a 3-way match linking a Vendor Invoice to a chosen Purchase Order.
`attribute`	`workflow_action`	Set the property a bill belongs to (header default and/or per line)
`breakdown`	`report_query`	Get vendor invoice breakdown by dimension
`confirm_vendor`	`workflow_action`	Confirm vendor vendor invoice.
`create`	`entity_crud`	Create a new vendor invoice
`get_transitions`	`workflow_action`	Get available transitions for a vendor invoice
`hold`	`workflow_action`	Hold a bill so it cannot enter a payment run
`link_inventory`	`workflow_action`	Link a vendor invoice to an inventory item (spare part) and, for a new 'consumed' link, decrement the item's on-hand stock exactly once.
`list`	`entity_crud`	List vendor invoices with filtering and pagination
`mark_paid_by_card`	`workflow_action`	Settle an approved bill on a company credit card (D-F23): creates the payment and its application and posts DR AP / CR card liability.
`read`	`entity_crud`	Get vendor invoice details by ID
`schedule_payment`	`workflow_action`	Schedule a payment for a vendor invoice (date, method, amount).
`search`	`entity_crud`	Search vendor invoices by invoice number, vendor name, technical summary, or work performed
`submit_approval`	`workflow_action`	Submit a vendor invoice for approval and notify the approver
`suggest_po_match`	`workflow_action`	Rank candidate Purchase Orders for a Vendor Invoice (read-only).
`summary`	`report_query`	Vendor invoice (AP) analytics and aging by status
`transition`	`workflow_action`	Transition vendor invoice to a new status
`trend`	`report_query`	Get vendor invoice trend over time
`unhold`	`workflow_action`	Release a hold so the bill returns to payment-run candidates
`update`	`entity_crud`	Update an existing vendor invoice

`vendor_invoice_equipment_link`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new vendor invoice equipment link
`delete`	`entity_crud`	Delete a vendor invoice equipment link
`list`	`entity_crud`	List vendor_invoice_equipment_links with filtering and pagination
`read`	`entity_crud`	Get detailed vendor invoice equipment link information
`search`	`entity_crud`	Search vendor_invoice_equipment_links with fuzzy matching
`update`	`entity_crud`	Update an existing vendor invoice equipment link

`vendor_invoice_item_link`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new vendor invoice item link
`delete`	`entity_crud`	Delete a vendor invoice item link
`list`	`entity_crud`	List vendor_invoice_item_links with filtering and pagination
`read`	`entity_crud`	Get detailed vendor invoice item link information
`search`	`entity_crud`	Search vendor_invoice_item_links with fuzzy matching
`update`	`entity_crud`	Update an existing vendor invoice item link

`vendor_invoice_line_item`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new vendor invoice line item
`delete`	`entity_crud`	Delete a vendor invoice line item
`list`	`entity_crud`	List vendor_invoice_line_items with filtering and pagination
`read`	`entity_crud`	Get detailed vendor invoice line item information
`search`	`entity_crud`	Search vendor_invoice_line_items with fuzzy matching
`update`	`entity_crud`	Update an existing vendor invoice line item

`vendor_invoice_maintenance_link`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new vendor invoice maintenance link
`delete`	`entity_crud`	Delete a vendor invoice maintenance link
`list`	`entity_crud`	List vendor_invoice_maintenance_links with filtering and pagination
`read`	`entity_crud`	Get detailed vendor invoice maintenance link information
`search`	`entity_crud`	Search vendor_invoice_maintenance_links with fuzzy matching
`update`	`entity_crud`	Update an existing vendor invoice maintenance link

`vendor_invoice_work_order_link`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new vendor invoice work order link
`delete`	`entity_crud`	Delete a vendor invoice work order link
`list`	`entity_crud`	List vendor_invoice_work_order_links with filtering and pagination
`read`	`entity_crud`	Get detailed vendor invoice work order link information
`search`	`entity_crud`	Search vendor_invoice_work_order_links with fuzzy matching
`update`	`entity_crud`	Update an existing vendor invoice work order link

`wealth_account`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a wealth (custodial) account
`delete`	`entity_crud`	Delete a wealth account
`list`	`entity_crud`	List wealth (custodial) accounts with filtering and pagination
`read`	`entity_crud`	Get a wealth account by ID
`search`	`entity_crud`	Search wealth accounts by account key, custodian name, or titled name
`update`	`entity_crud`	Update a wealth account

`wealth_asset`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a wealth asset (vessel, units, note, real property, etc)
`delete`	`entity_crud`	Delete a wealth asset
`list`	`entity_crud`	List wealth assets with filtering and pagination
`read`	`entity_crud`	Get a wealth asset by ID
`search`	`entity_crud`	Search wealth assets by asset key, name, or description
`update`	`entity_crud`	Update a wealth asset

`wealth_entity_profile`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a wealth entity profile extending a legal entity
`delete`	`entity_crud`	Delete a wealth entity profile
`list`	`entity_crud`	List wealth entity profiles with filtering and pagination
`read`	`entity_crud`	Get a wealth entity profile by ID
`update`	`entity_crud`	Update a wealth entity profile

`wealth_ingest_problem`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List the refusal/warning rows for one ingestion run, for triage
`read`	`entity_crud`	Get one ingestion-run refusal/warning row by ID
`update`	`entity_crud`	Set the reconciliation review state on one refusal/warning row.

`wealth_ingest_run`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List wealth-ledger ingestion runs (the reconciliation surface's run list) with filtering and pagination, newest first
`read`	`entity_crud`	Get a wealth-ledger ingestion run by ID

`workflow_execution`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new workflow execution
`delete`	`entity_crud`	Delete a workflow execution
`list`	`entity_crud`	List workflow_executions with filtering and pagination
`read`	`entity_crud`	Get detailed workflow execution information
`search`	`entity_crud`	Search workflow_executions with fuzzy matching
`update`	`entity_crud`	Update an existing workflow execution

Parameter schemas and permission codenames are in the full reference — sign in — or call prism_introspect(dimension="capability_search", query="…") with your key.

In the full reference this application appears under entity_crud, integration_call, report_query, smart_action, workflow_action.