Zeno

Connect Remote server

claude mcp add --transport http zeno https://app.zeno-works.ch/mcp --header "X-API-Key: <X_API_KEY>"

{
  "mcpServers": {
    "zeno": {
      "url": "https://app.zeno-works.ch/mcp",
      "headers": {
        "X-API-Key": "<X_API_KEY>"
      }
    }
  }
}

{
  "servers": {
    "zeno": {
      "type": "http",
      "url": "https://app.zeno-works.ch/mcp",
      "headers": {
        "X-API-Key": "<X_API_KEY>"
      }
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://app.zeno-works.ch/mcp

Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.

Tools 50 found in our last check

• find_operations

  Search EVERY operation this server offers, including the ones not in your tool list. The tool list you can see holds only the common operations. Several hundred more — payroll, VAT returns, year-end close, fixed assets, expenses, cash book, settings, integrations, onboarding — a…

• describe_operations

  Get the full argument schema for operations found via ``find_operations``. Returns each operation's description and JSON-Schema arguments — everything a listed tool would have shown you. ``include_output_schema`` is the ONLY way to obtain an operation's result shape: ``tools/lis…

• call_operation

  Run any operation by name — the ones in your tool list and the unlisted ones alike. ``name`` is an operation name from ``find_operations``; ``arguments`` is the object described by ``describe_operations`` (omit it for an operation that takes none). The result, and any error, are…

• request_api_key

  Ask the user to hand this session a Zeno API key. **Use this first** — every current Zeno user already has an account. `email` is the address on their Zeno account. **Ask them for it**; you cannot guess it, and the request is aimed by it — Zeno will only show it to somebody sign…

• start_signup

  Create a Zeno account for somebody who does not have one yet. Use `request_api_key` first if they might already have an account — this tool cannot tell you, and deliberately never will. We email `email` a verification link. The user opens it, sees that you asked (by the name in…

• collect_api_key

  Collect the key once the user has approved. `status` is one of: - `pending` — nobody has approved yet, or (with `throttled: true`) we were rate-limited and learned nothing. **Wait `poll_interval_seconds`, then call again** — every answer carries it. Do not ask the user to tell y…

• whoami

  Which user this request acts as, and which company's books it is bound to (jwt or API key). Zeno serves every tenant from one host, and an API key is opaque — nothing else tells a connected agent whose books it is about to write. Call this FIRST when working over MCP: ``company_…

• list_companies

  List companies (jwt, scoped). Non-admins see only their member companies.

• get_company

  Get one company (jwt, scoped). 403 for a non-member non-admin, 404 if absent.

• global_search

  Full-text search across emails + items, ranked by ``ts_rank_cd``, scoped (A1). ``archive_status`` constrains item results only (the Documents → Archive page passes ``archived`` so its search box never surfaces pending/triage-parked items).

• get_work_list

  Everything waiting for this user in this company, most severe first.

• list_autopost_decisions

  Recent AI-accountant autonomy decisions (CompanyMember) — the activity feed. Shows what the autonomy policy posted (``posted``), would have posted in ``assist`` shadow mode (``shadow``), or held for human review (``held``). ``ai_no_match`` shadow rows (one per AI-consulted bank…

• accept_autopost_decision

  One-click accept of a **held** decision (accountant) — posts the AI's proposal. A person's accept overrides the soft guardrails. An agent's is refused (403) unless the row is ``agent_acceptable`` or an expense receipt. Closed period, sealed year, unknown account: 409/422. The ro…

• upload_intake

  Upload ANY file and let the system decide what it is (the unified intake queue — the same door as "Documents → Upload" in the web app). ``file_base64`` is the file's raw bytes, base64-encoded. Prefer this whenever the file is not plainly an invoice, and always for: bank statemen…

• upload_document

  Upload an INVOICE or RECEIPT (PDF, image, or .zip of them) for analysis. ``file_base64`` is the file's raw bytes, base64-encoded. ``direction`` is ``payable`` (incoming supplier invoice) or ``receivable`` (outgoing). Creates Item(s) and queues extraction. This door is invoices-o…

• get_intake

  Get one intake row by id (scoped to its company: 404/403 split).

• list_items

  List/filter items, scoped to the caller's member companies (A1). Optional ``period`` (``YYYY-MM``) filters by the item's effective date (invoice date, falling back to the Europe/Zurich-local ingestion date); a malformed value returns 422 ``{"msg": "period must be YYYY-MM"}``. ``…

• get_item

  Item metadata (any source).

• upload_bank_statement

  Import a BANK STATEMENT: CAMT.053 XML is booked into bank entries at once; PDF, CSV or Excel is queued for reading (follow ``list_bank_statement_imports``); a .zip is split per file. ``file_base64`` is the file's raw bytes, base64.

• upload_accounting_import

  Import a JOURNAL EXPORT (CSV/Excel) from another accounting system (``source_system``, e.g. bexio, abacus) and match it against the bank entries. ``file_base64`` is the file's raw bytes, base64.

• upload_accounting_document

  Upload a company's BALANCE SHEET, P&L or VAT return (PDF, PNG, JPEG, XLSX) to be read; queued, follow ``get_accounting_document``. ``fiscal_year`` when the file does not say; ``force`` re-reads a file already read. ``file_base64`` is the file's raw bytes, base64.

• attach_cash_entry_receipt

  Attach a receipt to a posted cash-book entry: a new file (``file_base64``, the raw bytes, base64) OR an existing document's ``item_id``, exactly one. ``override_duplicate`` only after a duplicate refusal you checked.

• attach_claim_receipt

  Attach a receipt to an expense-claim line: a new file (``file_base64``, the raw bytes, base64) OR an existing document's ``item_id``, exactly one; repeat that ``item_id`` as ``receipt_from_upload`` when ``ingest_expense_receipt`` returned it. ``override_duplicate`` only after a…

• ingest_expense_receipt

  Upload ONE expense receipt to put on a claim: it is held from automatic booking; poll ``get_expense_receipt``, then attach its ``item_id`` with ``attach_claim_receipt``. ``file_base64`` is the file's raw bytes, base64.

• import_payroll_employees

  Import employees from the filled-in template (``get_payroll_employee_import_template``, .xlsx/.csv). All or nothing; existing ``employee_no`` rows are skipped. ``dry_run`` only reports. ``file_base64`` is the file's raw bytes, base64.

• gl_trial_balance

  Per-account debit/credit columns for one fiscal year, with totals. ``fiscal_year`` (year label) defaults to the latest year posted in; ``period_id`` narrows to one period of it. No all-years mode — account identity is ``(company, fiscal year, code)``, so aggregating double-count…

• list_gl_accounts

  List the postable chart (CompanyMember). ``fiscal_year`` filters to one year's chart (the chart is FY-scoped, so codes repeat across years).

• get_gl_account_ledger

  One account's ledger (Kontoauszug) — every booking that touched it, in date order, with Soll/Haben and the running balance after each line (CompanyMember). No fiscal-year parameter: the chart is FY-owned, so ``account_id`` already fixes the year. Posted **and** reversed entries…

• list_gl_periods

  The company's **accounting periods** — the months a journal entry may post into (CompanyMember read). A period belongs to one fiscal year and carries ``period_no`` (1..12 within the year), ``date_from``/``date_to`` and a ``status``: ``open`` accepts postings, ``soft_closed`` sti…

• list_gl_open_items

  One page of the AR/AP subledger (member read). ``direction`` filters server-side (ZCT-577) — omit it for both. ``commercial_document_id`` narrows to one document's item (D09-G13); not with ``as_of``. ``as_of`` (ZCT-577) reconstructs each item's open amount from posted journal li…

• list_gl_journal_entries

  List journal entries. ``period_ids`` narrows to specific fiscal periods, and is how a caller asks for **one fiscal year**: the year's period ids (ZET-285). Without it the route lists every fiscal year. ``total`` is the filtered total. ``untagged_subledger_control=true`` narrows…

• get_gl_journal_entry

  One entry + lines, plus the subledger rows it produced/touched (Gap B detail surfacing): its ``gl_vat_posting`` rows, its ``gl_vat_zero_posting`` turnover-only declarations (zero-rated/exempt output — R2-13b: these have no VAT line to pair, so without them a correctly coded 0 %…

• create_gl_journal_entry

  Create a **draft** journal entry by hand — accountant. It carries NO source document unless you name one. Only the pipeline paths stamp ``source_ref_type``/``source_ref_id`` (an ingested document is ``'item'``), so by default a booking made here cannot be traced back to what jus…

• post_gl_journal_entry

  Post a draft entry into the books — accountant. One-way. A posted entry can no longer be replaced or discarded (both refuse with 409); the only general correction is ``…/reverse``, which leaves both the original and the reversal visible. The one exception is ``PUT …/guessed-acco…

• reverse_gl_journal_entry

  **Storno** a posted journal entry: post its mirror image (accountant role). Nothing is deleted; the original stays, linked, and the **reversal** entry is returned. The only VAT-correct storno door — VAT postings, open items and what the document spawned are all unwound. ``body.p…

• list_bank_accounts

  The company's bank accounts — the ``bank_account_id`` every statement import, bank-entry list and reconciliation call needs (CompanyMember read). Oldest first, no filter and no paging. Each row carries the ``iban``, ``currency``, ``label``/``bank_name`` and ``ledger_account_numb…

• list_bank_entries

  List Bank Entries

• get_bank_entry

  Get Bank Entry

• entry_candidates

  Entry Candidates

• settle_entry

  Post this reconciled bank entry into the GL (clean-bank settlement). Matched → Dr Bank / Cr AR; unmatched → Dr Bank / Cr Suspense; a previously-suspensed entry now fully matched → Dr Suspense / Cr AR. Idempotent, and a no-op (``skipped``) when the GL chart is not configured for…

• list_ar_invoices

  List authored AR invoices, newest first. Optional ``status`` / ``doc_type`` filter by lifecycle + document kind. Optional ``period`` (``YYYY-MM``) filters by the invoice's issue date (its month); a malformed value returns 422 ``{"msg": "period must be YYYY-MM"}``.

• get_ar_invoice

  One authored outgoing invoice with its lines (CompanyMember read). Carries the header (customer, dates, currency, discounts), every line with its computed ``net_amount``/``vat_amount``/``gross_amount``, the document totals, and the lifecycle: ``status`` (``draft`` → ``issued`` →…

• list_counterparties

  List a company's counterparties (filter by ``kind``/``q``, paginated). ``kind`` repeats to filter on a set (``?kind=customer&kind=both``) — a role-shaped picker asks for every kind that plays the role. A single ``?kind=supplier`` keeps its original meaning.

• list_gl_vat_periods

  List Gl Vat Periods

• get_financial_statements

  Computed balance sheet + P&L for a fiscal year, from the journal (CompanyMember). Aggregates every posted GL journal line whose **posting date** falls in the fiscal year's window, classifies each account against the chart of accounts, and reports problems (unbalanced trial balan…

• customer_statement

  One customer's open items + totals (the aging row's drill-down). ``as_of`` mirrors ``GET …/ar/aging`` — set, it reconstructs the items open at that date so the statement agrees with a historical aging report.

• get_bank_status

  Composed bank snapshot — "is my banking up to date?" (CompanyMember). "Reconciled" means entries matched, NOT ledger = statement balance (the close check ``BANK_BALANCE_DOES_NOT_TIE_OUT`` compares that). Per-account entry-status and ``in_suspense`` counts, each account's latest…

• zeno_info

  What this server is, which MCP revision it speaks, and how to get a credential. **Needs no credential.** Call it first if a tool has just refused you: the `authentication` block names the tools that can get this session connected.

• zeno_overview

  What Zeno does, in one page — the platform's capabilities and its limits. **Needs no credential.** Read this before telling a user that Zeno cannot do something; it covers VAT, payroll, reconciliation and the AI accountant.

• onboarding_guide

  How to onboard and create a NEW company: what to ask the user for, which documents to request, and the order to run the setup in. Discovery does not depend on search: this tool is in the tier, so it is listed for every caller, and `BASE_INSTRUCTIONS` names it. `find_operations`…

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