Endpoint

Local development endpoint:

https://netra.ee/api/mcp

Authentication

Use API token as Bearer token (or x-api-key for direct calls).

[mcp_servers.netra]
url = "https://netra.ee/api/mcp"
bearer_token_env_var = "NETRA_MCP_TOKEN"

Tokens are organization-scoped.
Use netra_whoami to confirm active org + role.
Use netra_list_organizations + netra_switch_organization when needed.

Error handling

{"error":{"code":-32602,"message":"Missing required arguments"}}

Common codes: -32602 invalid/missing params, -32601 unknown method, -32603 server error.

Idempotency & retries

Reads are safe to retry. For writes, retry only when you are sure the request did not reach Netra (e.g., network drop). If you receive a validation error, fix the input and send a new request rather than retrying the same one.

Pagination

List tools support limit (default 20, max 100). Use search and filters to narrow. netra_list_bank_transactions also accepts offset and returns total_count and has_more; when has_more is true, call again with offset increased by the number of items actually returned (not by limit, since fewer than limit can come back) to keep reading — do not assume a single call has seen the whole account.

Data model glossary

Journal: base accounting document (invoice, bill, payment, manual entry).
Invoice / Bill: journal subtypes with rows (credit/debit).
Contact: customer or vendor.
public_id: stable external ID used by MCP tools.

File uploads

Presigned upload (S3)

Use netra_prepare_bill_upload to get a presigned URL, upload the file, then call netra_create_bill_import_from_upload.

Base64 upload

Use netra_import_bill_from_base64 for small files and quick tests. Use netra_import_bill_files_from_base64 when the user sends multiple small files at once.

Payments & prepayments

Payments are allocated only up to outstanding amount.
Overpayments are posted to prepayment accounts (215/150).
Tiny supplier payment residuals are posted to the system rounding account.
Prepayments are auto-applied on invoice/bill approval.

Connect examples

Verify tools:

curl -X POST https://netra.ee/api/mcp \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $NETRA_MCP_TOKEN" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}'

AI book review

Start with netra_review_books when you want ChatGPT to inspect the company books. The tool is read-only and returns bank accounts, unreconciled bank transactions, match suggestions, and pending bill imports. ChatGPT should ask for approval before it creates rules, imports documents, or confirms reconciliation.

“Please check Company A books. Look for unreconciled bank transactions, pending bill imports, and likely invoice or bill matches. Tell me what needs approval before changing anything.”

{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{
  "name":"netra_review_books",
  "arguments":{"limit":10,"include_suggestions":true}
}}

Use netra_suggest_matches for deeper matching on one bank account.
Use netra_suggest_bank_transaction_match on one unmatched transaction to see how the same counterparty was treated before, and whether a bank rule already covers it, before asking the user what the transaction is.
Use netra_prepare_reconciliation before confirming a specific match.
Use netra_request_document_for_transaction when a bank payment is missing a source document.
Use netra_verify_document_for_transaction after bill import processing finishes.
Use netra_preview_bill_import_resolution to show the proposed supplier, expense account, tax, rows, and VAT notes before posting the bill.
Use netra_list_bill_import_rules to inspect existing import defaults. Create or update bill import rules only after approval when the user wants Netra to remember account/tax treatment for future recognized documents.
Use netra_confirm_reconciliation only after approval.
Use netra_create_bill_from_verified_document only after the user approves creating a bill from a recognized document. Pass default_account_id, default_tax_id, or row_overrides when the user changes the proposed accounting treatment. If setup is missing, it returns blockers with suggested contact or chart-of-account tool arguments.
Use bank rule tools only after reviewing the proposed rule behavior.

Common workflows

Who am I / current organization: netra_whoami
Switch organization token: netra_switch_organization
Inspect books and reconciliation work queue: netra_review_books
Missing document workflow: netra_request_document_for_transaction → bill import → netra_verify_document_for_transaction → netra_preview_bill_import_resolution → approve account/tax → netra_create_bill_from_verified_document
Teach import defaults: netra_list_bill_import_rules → approve rule → netra_create_bill_import_rule
Auto reconcile: netra_reconcile_auto
Opening balance: netra_set_opening_balance
Registry contact creation: netra_create_contact_from_registry
Receive invoice payment: netra_receive_invoice_payment
Pay a bill (any account, no bank transaction needed): netra_pay_bill

Recipe: Salary (minimum wage)

Example uses minimum wage as the gross salary. Verify the current rate and tax rules before posting. This is a full template with the core payroll accounts.

Example prompt (natural language)

“I’m not an accountant. I pay a salary to one employee. Please set up all required payroll accounts, create the employee contact, and post the minimum‑wage payroll journal for 01.02.2026.”

Netra will store the result as standard payroll journals so accountants can audit, reconcile, and report them normally.

Step 1: Ensure payroll accounts (create if missing)
{"jsonrpc":"2.0","id":20,"method":"tools/call","params":{"name":"netra_create_account","arguments":{
  "code":"611","name":"Salary Expense","group":"expense","group_type":"salary","report":"Profit & Loss"
}}}
{"jsonrpc":"2.0","id":21,"method":"tools/call","params":{"name":"netra_create_account","arguments":{
  "code":"612","name":"Employer Social Tax Expense","group":"expense","group_type":"payroll_tax","report":"Profit & Loss"
}}}
{"jsonrpc":"2.0","id":22,"method":"tools/call","params":{"name":"netra_create_account","arguments":{
  "code":"613","name":"Employer Unemployment Insurance Expense","group":"expense","group_type":"payroll_tax","report":"Profit & Loss"
}}}
{"jsonrpc":"2.0","id":23,"method":"tools/call","params":{"name":"netra_create_account","arguments":{
  "code":"614","name":"Employer Funded Pension Expense","group":"expense","group_type":"payroll_tax","report":"Profit & Loss"
}}}
{"jsonrpc":"2.0","id":24,"method":"tools/call","params":{"name":"netra_create_account","arguments":{
  "code":"240","name":"Wages Payable","group":"liabilities","group_type":"payroll","report":"Balance Sheet"
}}}
{"jsonrpc":"2.0","id":25,"method":"tools/call","params":{"name":"netra_create_account","arguments":{
  "code":"241","name":"Payroll Taxes Payable (TSD)","group":"liabilities","group_type":"payroll","report":"Balance Sheet"
}}}
{"jsonrpc":"2.0","id":26,"method":"tools/call","params":{"name":"netra_create_account","arguments":{
  "code":"242","name":"Employee Pension Withholding Payable","group":"liabilities","group_type":"payroll","report":"Balance Sheet"
}}}
{"jsonrpc":"2.0","id":27,"method":"tools/call","params":{"name":"netra_create_account","arguments":{
  "code":"243","name":"Employee Unemployment Withholding Payable","group":"liabilities","group_type":"payroll","report":"Balance Sheet"
}}}

Step 2: Create employee contact
{"jsonrpc":"2.0","id":30,"method":"tools/call","params":{"name":"netra_create_contact","arguments":{
  "name":"Employee Name","email":"employee@example.com","kind":"person"
}}}

Step 3: Post payroll journal (fill amounts)
{"jsonrpc":"2.0","id":31,"method":"tools/call","params":{"name":"netra_create_manual_journal","arguments":{
  "date":"2026-02-01",
  "description":"Payroll - minimum wage",
  "lines":[
    {"account_id":"611_ACCOUNT_ID","debit":"GROSS","description":"Gross salary"},
    {"account_id":"612_ACCOUNT_ID","debit":"EMP_SOC_TAX","description":"Employer social tax"},
    {"account_id":"613_ACCOUNT_ID","debit":"EMP_UNEMP_TAX","description":"Employer unemployment insurance"},
    {"account_id":"614_ACCOUNT_ID","debit":"EMP_PENSION","description":"Employer funded pension"},
    {"account_id":"240_ACCOUNT_ID","credit":"NET_PAYABLE","description":"Net payable to employee"},
    {"account_id":"241_ACCOUNT_ID","credit":"PAYROLL_TAX","description":"Payroll taxes payable (TSD)"},
    {"account_id":"242_ACCOUNT_ID","credit":"EMP_PENSION_WHT","description":"Employee pension withholding"},
    {"account_id":"243_ACCOUNT_ID","credit":"EMP_UNEMP_WHT","description":"Employee unemployment withholding"}
  ]
}}}

Replace placeholders (GROSS, NET_PAYABLE, EMP_*). Debits must equal credits.

Recipe: Clone invoice for next month

Example prompt (natural language)

“Duplicate last month’s invoice for this customer, move the date and due date to the next month, and keep the same line items.”

Netra will create a normal invoice entry so it appears in sales, reports, and accounts receivable as usual.

Step 1: Get source invoice
{"jsonrpc":"2.0","id":10,"method":"tools/call","params":{"name":"netra_get_invoice","arguments":{"id":"INV_PUBLIC_ID"}}}

Step 2: Create new invoice with shifted dates
{"jsonrpc":"2.0","id":11,"method":"tools/call","params":{"name":"netra_create_invoice","arguments":{
  "contact_id":"CONTACT_ID",
  "date":"2026-03-05",
  "due_date":"2026-03-05",
  "rows":[{"account_id":"ACCOUNT_ID","description":"Invoice line","qty":"1","unit_price":"100"}]
}}}

Recipe: Receive invoice payment

Example prompt (natural language)

“Mark this invoice as paid from my bank account. If the payment is higher than the invoice, keep the extra as a customer prepayment.”

Netra will record a proper payment journal and keep accounting consistent.

{"jsonrpc":"2.0","id":12,"method":"tools/call","params":{"name":"netra_receive_invoice_payment","arguments":{
  "invoice_id":"INV_PUBLIC_ID",
  "bank_account_id":"BANK_ACCOUNT_ID",
  "amount":"210.00",
  "date":"2026-02-05"
}}}

Overpayments are automatically posted to Customer Prepayments (account 215).

Contacts from Business Register

Netra can create contacts directly from the Estonian Business Register. This keeps legal names, registry codes, and addresses consistent.

Example prompt (natural language)

“Find Telpro OÜ in the business register and add it as a contact.”

What Netra does

Searches the registry by name or code.
Creates the contact with official name, registry code, and address.
Saves the contact in Netra like any manually created contact.

Registry + manual fallback

“If the registry has no email, set contact email to info@telpro.ee.”

You can also use the regular contact tools to edit or add missing fields afterwards.

Report tools

netra_report_trial_balance
netra_report_balance_sheet
netra_report_profit_and_loss
netra_report_tax (summary/legacy)
netra_report_tax_kmd_csv
netra_report_annual_zip

Versioning

MCP tool names are stable. Breaking changes are announced in the changelog before deployment.

Scopes

Every tool has exactly one required scope. A token only exposes tools whose scope it carries; calling anything else returns an authorization error.

read · reports, lookups and previews · 56 tools
write_accounting · create and change accounting documents · 61 tools
write_ai_approval · approve, reject or apply review work items · 5 tools
admin · organisation setup · 2 tools

Tokens are created and revoked at /settings/organization/api-tokens. Choose read for analysis-only clients and add write_accounting only for clients that should post documents.

All tools (124)

Full tool list exposed by tools/list in the Netra MCP server, grouped by function. Each tool requires the scope shown in Scopes.

Identity & Organization

netra_create_organization
netra_whoami
netra_whats_new
netra_list_organizations
netra_switch_organization

Book Review

netra_review_books
netra_request_document_for_transaction
netra_list_pending_document_imports
netra_list_reference_documents
netra_read_reference_document
netra_verify_document_for_transaction
netra_preview_bill_import_resolution

Sales

netra_list_quotes
netra_list_orders
netra_list_projects
netra_list_invoices
netra_get_invoice
netra_create_invoice
netra_update_invoice
netra_update_invoice_status
netra_receive_invoice_payment
netra_pay_bill
netra_report_accounts_receivable_aging

netra_report_accounts_receivable_aging answers debtor questions on its own: for every unpaid sales invoice as of a date it returns the gross total, the payments allocated on or before that date, what is still outstanding and the days past due, plus the same grouped by debtor and by ageing bucket. The arithmetic is done in the ledger, so a client never has to add invoices and payments together itself. netra_list_invoices also carries invoice_total, paid_amount and outstanding_amount on every row.

Contacts & Registry

netra_list_contacts
netra_get_contact
netra_create_contact
netra_update_contact
netra_registry_autocomplete
netra_create_contact_from_registry

Bills Import

netra_delete_bill_import
netra_attach_bill_import_to_bill
netra_get_bill_import_ocr_hints
netra_reprocess_bill_import
netra_update_bill_import_ocr_hints
netra_update_bill_status
netra_update_bill
netra_apply_supplier_prepayment_to_bill
netra_prepare_bill_upload
netra_create_bill_import_from_upload
netra_import_bill_from_base64
netra_import_bill_files_from_base64
netra_get_bill_import_status
netra_list_bill_import_rules
netra_create_bill_import_rule
netra_update_bill_import_rule
netra_delete_bill_import_rule
netra_preview_bill_import_resolution
netra_create_bill_from_verified_document
netra_list_bills

Bank Reconciliation

netra_delete_bank_transaction
netra_delete_bank_transactions_bulk
netra_restore_bank_transaction
netra_restore_bank_transactions_bulk
netra_link_bank_transaction_to_journal
netra_post_bank_transaction
netra_sync_bank_transactions
netra_sync_lhv_bank_transactions
netra_preview_bank_transaction_posting
netra_list_bank_transactions
netra_report_bank_statement_reconciliation
netra_list_duplicate_bank_transactions
netra_suggest_matches
netra_suggest_bank_transaction_match
netra_accept_confident_bank_matches
netra_list_bank_transaction_bundles
netra_post_bank_transaction_bundle
netra_reconcile_auto
netra_prepare_reconciliation
netra_confirm_reconciliation
netra_undo_reconciliation
netra_allocate_payment
netra_receive_invoice_payment

Bank Rules

netra_list_bank_rules
netra_get_bank_rule
netra_create_bank_rule
netra_update_bank_rule
netra_delete_bank_rule
netra_create_bank_rule_from_transaction
netra_apply_bank_rule
netra_preview_bank_rule

Journals

netra_list_journals
netra_get_journal
netra_get_journal_activity
netra_update_journal
netra_update_journal_status
netra_create_manual_journal

Opening Balance

netra_set_opening_balance
netra_get_opening_balance
netra_delete_opening_balance

Chart of Accounts

netra_list_accounts
netra_list_units
netra_list_unit_invoices
netra_get_account
netra_get_unit
netra_get_unit_last_meter_reading
netra_upsert_meter_reading
netra_create_account
netra_update_account

Taxes

netra_list_taxes
netra_get_tax
netra_create_tax
netra_update_tax
netra_delete_tax

Reports

netra_report_trial_balance
netra_report_balance_sheet
netra_report_profit_and_loss
netra_report_tax
netra_report_tax_kmd_csv
netra_report_annual_zip

Expense-Sharing Periods

netra_list_expense_periods
netra_preview_expense_period
netra_create_expense_period
netra_create_expense_item
netra_update_expense_item
netra_link_expense_item_bills
netra_share_expense_period
netra_lock_expense_period
netra_reopen_expense_period

Work Queue

netra_apply_work_item
netra_approve_work_item
netra_get_work_item
netra_reject_work_item
netra_resolve_missing_document
netra_review_work_queue
netra_run_ai_review
netra_run_daily_review

MCP integration

Endpoint

Authentication

Error handling

Idempotency & retries

Pagination

Data model glossary

File uploads

Payments & prepayments

Connect examples

AI book review

Common workflows

Contacts from Business Register

Report tools

Versioning

Scopes

All tools (124)

Identity & Organization

Book Review

Sales

Contacts & Registry

Bills Import

Bank Reconciliation

Bank Rules

Journals

Opening Balance

Chart of Accounts

Taxes

Reports

Expense-Sharing Periods

Work Queue