What the AI assistant can do in SynkriaOps
The SynkriaOps MCP server provides 130 tools, plus two that depend on your situation (firm, branches). By the end of this page, you will know what you can ask the assistant in each area and what remains subject to a human decision.
How to read this page
Section titled “How to read this page”- The assistant only sees the tools that match the permissions granted when connecting. With the Read only level, it has no writing tools.
- The “Permission” column uses the groups of the authorisation screen: Financial overview, Purchases and suppliers, Sales, customers and reminders, Accounting entries, Sensitive actions, Firm client files.
- Tool names are shown in the language of your profile (English here). For older agents, a few historical names are still accepted (
lister_factures_impayees,get_grand_livre,get_grand_livre_ecritures,get_balance_generale).
Overview
Section titled “Overview”| Area | Read | Prepare | Sensitive actions |
|---|---|---|---|
| Reference data | Chart of accounts, journals, fiscal years, VAT rates, bank accounts | ||
| General ledger and trial balance | General ledger, trial balance, matchings, consistency check | ||
| Entries | List of entries | Create and edit drafts | Post, cancel with a reversing entry |
| Matching (lettrage) | Match, unmatch | ||
| Sales | Customer invoices, PDF, recurring invoices | Edit a draft, manage recurring templates | Send an invoice, generate, stop, archive a template |
| Third parties | Customers and suppliers | Create, edit a record | Set a customer’s email address |
| Reminders | Overdue invoices, history, dashboard | Templates, scenarios, exclusions | Send, approve, retry |
| Supplier invoices | List, details, supplier candidates | Record, import a PDF, categorise | Post, pay |
| Banking | Transactions, suggestions, previews | Propose a third party | Reconcile, allocate, correct |
| Firm and branches | Accessible client files, accessible branches |
Accounting reference data
Section titled “Accounting reference data”Read only, Financial overview permission: list_accounts, get_account, list_journals, get_journal, list_fiscal_years, get_current_fiscal_year, get_fiscal_year, list_vat_rates, suggest_vat_rates, list_bank_accounts, get_bank_account.
- The chart of accounts covers the standard SYSCOHADA accounts and those added by the company.
- Bank accounts are described without IBAN, SWIFT code or account number.
suggest_vat_ratessuggests rates for an account; it changes nothing.
Example requests:
- “Which account should I use for an electricity bill?”
- “Which fiscal years are open?”
- “Which VAT rate applies to account 6052?”
General ledger, trial balance and checks
Section titled “General ledger, trial balance and checks”Read only, Financial overview permission:
get_general_ledger: general ledger by account, in four views (general, suppliers, customers, expenses and income), over a fiscal year or a period.get_general_ledger_lines: flat lines, with their side (debit or credit), optionally only unmatched lines.get_trial_balance: trial balance by period or month by month, grouped by account, class, sub-class or VAT. The period is required.list_line_matchings,list_complete_line_matchings: partial and complete matchings.check_ledger_consistency: general ledger check (unbalanced entries, matchings that do not balance, broken cancellation links, validated invoices without an entry).
Example requests:
- “Give me the 2026 trial balance by class.”
- “Which lines of account 401 are not matched?”
- “Check the consistency of my accounts.”
Entries
Section titled “Entries”| Tool | What it does | Permission |
|---|---|---|
list_accounting_entries | Lists invoices, credit notes, journal entries and receipts, filtered by payment status, third party, type, period. | Financial overview |
create_accounting_entry | Creates a draft entry: journal entry, customer or supplier invoice, customer or supplier credit note, receipt. No accounting impact until it is posted. | Accounting entries |
update_draft_entry | Changes the journal, dates or label of a draft. | Accounting entries |
validate_accounting_entry | Posts a draft and generates the final entry. | Sensitive actions |
preview_entry_reversal | Shows the reversing entry that would be recorded, without writing anything. | Sensitive actions |
reverse_entry | Cancels a posted entry by recording the reversing entry (extourne or contrepassation); the original is never changed. | Sensitive actions |
Example requests:
- “Prepare the October rent invoice as a draft, 350,000 FCFA, purchases journal.”
- “Change the journal of the draft you just created.”
- “Show me what cancelling entry OD-2026-0042 would look like.”
Matching (lettrage)
Section titled “Matching (lettrage)”Sensitive actions: match_lines (a debit line with a credit line on the same matchable account, in an open fiscal year) and unmatch_lines (undoes a matching, refused in a closed fiscal year). Matching creates no entry.
Example requests:
- “Match invoice F-2026-118 with the payment of 12 October on account 411.”
- “Undo the last matching on account 401 Supplier Alpha.”
Sales: customer invoices and recurring invoices
Section titled “Sales: customer invoices and recurring invoices”| Tool | What it does | Permission |
|---|---|---|
list_customer_invoices, get_customer_invoice | Customer invoices with customer name, due date and payment status. | Financial overview |
download_customer_invoice_pdf | Returns the invoice PDF (10 MiB maximum). | Financial overview |
update_customer_invoice | Edits a draft: lines, discounts, due date, label. A validated invoice is refused. | Accounting entries |
send_customer_invoice | Emails the invoice with the PDF attached, to the address on the customer record only. | Sensitive actions |
| Recurring invoices: list, view, statistics, preview the calendar, run history | Sales, customers and reminders | |
| Recurring invoices: create, duplicate, edit, pause, resume | Sales, customers and reminders | |
generate_invoice_now, stop_recurring_invoice, archive_recurring_invoice | Generate a real invoice right away (irreversible), stop a template permanently or archive it. | Sensitive actions |
A customer invoice is created with create_accounting_entry (customer invoice type), as a draft.
Example requests:
- “Which September customer invoices are still unpaid?”
- “Prepare a monthly maintenance invoice template for customer Beta, as a draft.”
- “Send invoice F-2026-131 to the customer.”
Third parties
Section titled “Third parties”| Tool | What it does | Permission |
|---|---|---|
list_contacts, get_customer | Customer and supplier records, search by name. | Financial overview |
create_contact | Creates a customer, supplier, employee or customer-supplier (with its 411 and 401 sub-accounts). | Sales, customers and reminders |
update_customer | Edits name, phone, address, identifiers. Never the email address. | Sales, customers and reminders |
set_customer_email | Sets a customer’s email address, which will receive automatic sendings. | Sensitive actions |
Example requests:
- “Create supplier Sodeco SARL, NIU M0123456789.”
- “What is customer Gamma’s phone number?”
Reminders
Section titled “Reminders”All reminder management is available: overdue invoices and invoices to remind, history, dashboard, engine settings, text templates, scenarios (predefined or custom), exclusions, assigning a scenario to a customer or an invoice.
- Read and simulate (Sales, customers and reminders permission): previews, simulations and scenario tests send and record nothing.
- Prepare (same permission): create, edit, duplicate, archive templates and scenarios; create or lift an exclusion; configure the engine.
- Sensitive actions:
send_reminder,run_reminders,approve_reminder,retry_reminder, bulk actions (100 reminders maximum),activate_reminder_scenario,resume_reminder_scenario,send_reminder_template_test.
Example requests:
- “Which invoices are more than 30 days overdue, and at which reminder step?”
- “Simulate the Standard scenario on my open invoices.”
- “Send an email reminder to customer Delta for invoice F-2026-097.”
Supplier invoices
Section titled “Supplier invoices”| Tool | What it does | Permission |
|---|---|---|
list_supplier_invoices, get_supplier_invoice | Invoices from the inbox to payment. | Purchases and suppliers |
create_supplier_invoice | Records a received invoice in the inbox, with no accounting impact. | Purchases and suppliers |
import_supplier_invoice_pdf | Reads a PDF or image by OCR and creates a pre-filled draft, with a confidence score per field and a warning if a similar invoice exists. | Purchases and suppliers |
update_supplier_invoice | Categorises an inbox invoice: expense account, journal, VAT, dates, amounts. | Purchases and suppliers |
get_supplier_invoice_candidates, link_supplier_to_invoice | Suggests up to 5 existing suppliers and links one. | Purchases and suppliers |
create_supplier_from_invoice | Creates the supplier read on the invoice (with its 401 account) and links it. | Sales, customers and reminders (third-party creation) |
explain_invoice_vat_gap, fix_invoice_vat_gap | Explains then corrects a gap where amount excl. tax + VAT ≠ total. | Purchases and suppliers |
reject_supplier_invoice | Rejects an invoice with a recorded reason. | Purchases and suppliers |
post_supplier_invoice | Records the debt (the invoice becomes “to pay”). Never pays. | Sensitive actions |
pay_supplier_invoice | Pays a posted invoice and always records the payment entry. | Sensitive actions |
Example requests:
- “Import this PDF invoice and tell me which fields are uncertain.”
- “Link the invoice to the closest existing supplier.”
- “Why doesn’t the amount excl. tax plus VAT equal the total on this invoice?”
Banking and reconciliation
Section titled “Banking and reconciliation”| Tool | What it does | Permission |
|---|---|---|
list_bank_transactions, get_bank_transaction, get_bank_transaction_statistics | Transactions with account, third party and reconciliation status; totals per account. | Financial overview |
list_candidate_lines, list_transaction_allocations | Open lines that can settle a transaction; active allocations and remaining pending amount. | Financial overview |
suggest_matches, preview_match | At most 3 suggested invoices, each justified by a verifiable fact; preview without an entry. | Sensitive actions |
propose_transaction_contact, reject_transaction_contact | Propose or remove a third party on an unprocessed transaction, without an entry. | Accounting entries |
confirm_transaction_contact, assign_transaction_contact, assign_transaction_offset_account | Assign a third party or an account and create the posted bank entry. | Sensitive actions |
match_transaction, unmatch_transaction | Link a transaction to an invoice (and match accounts), or remove that link. | Sensitive actions |
correct_transaction_allocation, reassign_transaction, detach_transaction_contact | Correct by reversal, never by editing. | Sensitive actions |
clear_transaction_suspense | Allocate what remains on the pending account. | Sensitive actions |
create_invoice_from_transaction | Create, post and reconcile in one step the invoice that a transaction settles. | Sensitive actions (with entry creation and posting) |
Bank statement import is not available through the assistant: it is done in the application (Importing a bank statement).
Example requests:
- “Which October transactions are not reconciled?”
- “Suggest a reconciliation for the 1,200,000 FCFA transfer of 3 November, without writing anything.”
- “Reconcile this transfer with invoice F-2026-140.”
Firm and branches
Section titled “Firm and branches”list_firm_client_files: present only for a firm access with the Firm client files permission. It lists the files in the basket chosen when connecting; the assistant must then designate a file for each request.list_agencies: present only if the company uses branches. It shows, branch by branch, whether the access can read and act.
Example requests:
- “In the Société Epsilon file, which supplier invoices are waiting to be posted?”
- “In which branches can you act?”
What remains subject to a human decision
Section titled “What remains subject to a human decision”- Draft first: creating an entry, a supplier invoice or a recurring template does not touch the accounts. Only posting produces an entry.
- Approval circuit: if a circuit of the approval engine covers the action (posting an entry, sending an invoice, paying, posting, cancelling, correcting an allocation…), the assistant receives “An approval request has been created and is awaiting approval.” and nothing is sealed until an approver decides in SynkriaOps. The assistant cannot approve these requests.
- Budget policy: posting can be put on hold or refused (
BUDGET_BLOCKED,BUDGET_LINE_ALLOCATION_REQUIRED,BUDGET_APPROVAL_CIRCUIT_MISSING). Only head office can grant an exception. - Closing: no tool closes or reopens a fiscal year. Closing remains a decision taken in the application.
- Recipients: an invoice is sent to the address on the customer record, never to an address given in the conversation.
- Confirmation in the assistant: each tool states whether it is read-only or makes lasting changes to your data. MCP clients that handle this information can ask you for confirmation before a sensitive action; this behaviour depends on the assistant.