ledger-mobile

[read-only] Return the MCP server version, feature flags, and deprecations. Call once per session to detect available capabilities.

List all accounts the current user has access to. Shows which account is currently active.

Switch to a different account. All subsequent queries will use this account. Use list_accounts to see available accounts.

Comprehensive project health snapshot: budget utilization, item counts by status, items needing attention.

Business inventory overview: total items, value, breakdown by status and vendor.

Aggregate spending grouped by vendor/source, sorted by total.

Per-category over/under budget status for a project.

Find items with data quality issues: missing prices, SKUs, names, or with incomplete status.

List all account-level budget categories (presets).

List enabled budget categories for a project with allocations and computed spend.

Set or update the budget amount for a category in a project.

Enable a budget category for a project. Creates the project budget category document.

[read-only] Fetch multiple transactions by ID in one round-trip. Returns {found, missing}. Prefer this over looping get_transaction when you have a known list of IDs.

[read-only] Fetch multiple items by ID in one round-trip. Returns {found, missing}. Prefer this over looping get_item when you have a known list of IDs.

[read-only] Fetch multiple projects by ID in one round-trip. Returns {found, missing}.

[read-only] Fetch a transaction, resolve its linked items, and return a reconciliation report: audit variance, missing tax rates, items without prices, and concrete suggested fixes. Use this instead of chaining get_transaction + list item details manually.

[mutating] Atomically create a transaction and its items in a single batched write. Replaces the create_transaction + bulk_create_items chain and rolls back if any step fails. Requires a dated audit note. For receipt reconstruction or quantity expansion, create one document per physical unit and rep…

[read-only] Return incomplete transactions most in need of attention, with suggested next actions. Summary mode. Use this as an entry point for cleanup workflows.

[mutating] Apply structured contract details to a project and optionally create a created invoice with invoice-only manual charges. Prefer FeeInstallments for planned fee schedules. This never creates payment transactions.

[read-only] List project invoices. Invoices are demands for money, not records of money movement.

[read-only] Get a single invoice demand, including its source lines and settlement links.

[read-only] Return billable project sources not already claimed by a non-canceled invoice. Includes item lines, non-itemized transaction lines, and fee installment lines.

[mutating] Create a created invoice demand. Lines may include item, transaction, feeInstallment, or invoice-only manual charges/credits. This does not create any transaction.

[mutating] Add one line to a created invoice. Use feeInstallment for planned fees; manual creates an invoice-only charge or credit. This does not create a transaction.

[mutating] Replace or remove a line on a created invoice. Set remove: true to delete the line. This does not create a transaction.

[mutating] Mark a created invoice as sent and freeze its current lines and total. This is still only a demand for money; it does not create a transaction.

[mutating] Cancel an invoice demand. Existing settlement transactions are not deleted.

[mutating] Record collection for an invoice by creating categorized paymentToBusiness transaction(s) linked with settlementInvoiceId, then marking the invoice paid. Use for money actually received from the client.

[mutating] Record real payment event(s) that settle selected invoice lines. Creates categorized paymentToBusiness transaction(s) linked to settlementInvoiceId and settlementInvoiceLineIds.

List items by EXACT-match structured filters (projectId, status, budgetCategoryId, etc.). Use projectId='inventory' for business inventory (no project). Supports pagination via offset + limit. Picking between this and search_items: - Exact vendor string → list_items (here). - Partial vendor name, o…

Get a single item with all details. Includes images[] array — each entry's url is a public HTTPS download URL (Firebase Storage token URL), fetch directly with curl/WebFetch, no auth required.

Substring filter across `name`, `description`, `sku`, `source`, `notes`, and `amount`. Case-insensitive. Picking between this and list_items: - Partial vendor name, or any keyword that might appear in source or notes → search_items (here). - Exact vendor string, or other structured filters (status,…

[mutating] Create a new item. When creating a physical copy from a source item or receipt line, pass the source name exactly, byte-for-byte. Duplicate names are valid; never add unit/copy/duplicate/sequence suffixes unless the user explicitly supplied a distinct name or source evidence distinguishes…

Create multiple items in one batch. Top-level transactionId and projectId are defaults applied to all items unless overridden per-item. Repeated identical names are explicitly valid. When expanding one source item or receipt line into multiple physical documents, repeat its name exactly for every co…

Delete an item and atomically remove it from the parent transaction's itemIds array.

[mutating] Attach an image or file to an item. Uploads an item-owned object plus image thumbnails. Use isPrimary to atomically demote the old primary; use position to insert at a specific array index. The first attachment automatically becomes primary.

[mutating, storage-safe] Make one current item image primary. Atomically moves it to images[0], clears every other primary flag, and never copies, moves, or deletes Storage objects.

[mutating, storage-safe] Atomically reorder an item's complete images array without changing attachment metadata or Storage. orderedImageUrls must exactly match the current set. Omit primaryImageUrl to preserve the existing primary.

[mutating, non-destructive] Remove an attachment reference from an item without deleting or modifying any Firebase Storage object. If the removed image was primary, the next image becomes primary.

[DESTRUCTIVE] Permanently delete an item-owned image and item-owned thumbnails, then remove its Firestore attachment reference. Objects outside accounts/{accountId}/items/{itemId}/ are never deleted; such attachments are detached only and return a warning.

Get chronological movement history for an item, with project and transaction names resolved.

Get all item movements into or out of a project.

[mutating] Add a note to a project. Each note is a separate document in the project's notes subcollection with its own createdAt timestamp — no date prefix needed in the text.

List notes for a project, newest first.

Search notes within a project by text substring (case-insensitive).

List all projects. Returns name, client, notes, archive status, and denormalized budget summary. The notes field may contain client-specific context useful for matching receipts to projects — payment method details (e.g. card last 4 digits), billing address variations, or other identifiers.

Get a single project with full details including budget summary and an `itemCounts` scope check (total / withImages / withoutImages). The notes field may contain client-specific context useful for matching receipts to projects — payment method details (e.g. card last 4 digits), billing address varia…

Compute live budget breakdown for a project from transactions. Shows per-category budget vs. spent with variance.

[mutating] Create a new project. Optional `notes` is written as the first entry in the project's notes subcollection.

[mutating] Update project fields. `notes` is optional — if provided, appended to the project's notes subcollection (not replaced). updatedAt records the audit trail; use add_project_note directly if you want to add context without other field changes.

Archive or unarchive a project.

[read-only] List inventory resale acquisitions planned for projects, enriched with current project/category names and a derived follow-up state. General inventory without intendedProjectId is excluded by default.

[correction] Set, change, clear, or explicitly resolve the intended project/category on one inventory resale acquisition. This changes planning metadata only; it does not create a sale.

[correction] Correct a vendor Purchase mistakenly routed to inventory into a direct project reimbursement. This does not invent an inventory sale. The transaction and its active items move atomically; project price defaults to purchase price. Defaults to dry-run.

[read-only] List item quick drafts from accounts/{accountId}/protoItems. These are photo-first draft captures that are not real items until promoted. Default summaries include direct user-authored notes; read them before inferred metadata or routing markers. Supports exact-match filters and paginati…

[read-only] Get one item quick draft with all details, including direct user-authored notes and photos[]. Notes take precedence over inferred metadata and the isFromInventory routing marker.

[read-only] Search item quick drafts by name, notes, SKU, extracted text, barcodes, and SKU candidates.

[read-only] Audit legacy candidateTransactionId metadata. Candidates are never treated as confirmed; use update_quick_draft_item(transactionId: ...) only after human confirmation.

[mutating] Create a photo-first item quick draft. This does not create a real item or touch transactions. Quantity remains draft metadata; if a later workflow expands it into separate physical item documents, every unit must preserve the resolved draft/source name exactly, without generated suffixes…

[mutating] Update quick draft item metadata. Use promote_quick_draft_item when it is ready to become a real item.

[mutating] Delete one quick draft item document. This does not delete Storage media.

[mutating] Mark a quick draft item as in_review.

[mutating] Promote one quick draft item into a real item, then mark the draft converted. Full-resolution photos are copied and verified in the destination item's Storage namespace, item-owned thumbnails are generated, and draft originals are preserved. The draft primary is used unless primaryImageUr…

[read-only] Return enum values, key fields, and business rules for ledger entities. Call this ONCE per session instead of guessing. Omit `entity` for the full manifest.

List spaces with item counts. Use projectId='inventory' for business inventory spaces.

Get a space with its items and checklist progress.

Create a new space.

Update space fields.

Attach an image or file to a space. Uploads to Firebase Storage and appends an AttachmentRef to the space's images array. For images, generates sm (300px) and md (800px) thumbnails. Returned URLs are public HTTPS download URLs (Firebase Storage token URLs) — fetch directly with curl/WebFetch later, …

Remove an attachment from a space. Deletes the file and its thumbnails from Firebase Storage and removes the AttachmentRef from the space's images array. If the removed image was primary, promotes the next image.

[correction, mutating] Correct one ordinary transaction and every currently attached item as one atomic aggregate. Supports project → Business Inventory, Business Inventory → project, and project → project without creating a Sale, Return, or other financial movement. Preserves transaction/item assoc…

List transactions by EXACT-match structured filters (projectId, type, source, budgetCategoryId, purchasedBy, isComplete, etc.). Supports pagination via offset + limit. Returns formatted amounts. Picking between this and search_transactions: - Exact vendor string, or other structured filters (type, …

Get a single transaction with all linked, returned, and sold items resolved. Returns three item arrays: items (currently linked via itemIds), returnedItems (items that LEFT this transaction via return, resolved from lineage edges — still count toward audit total), soldItems (items that LEFT via sale…

Substring filter across `source`, `type`, `notes`, `purchasedBy`, and `amount`. Case-insensitive. Picking between this and list_transactions: - Partial vendor name, or any keyword that might appear in source or notes → search_transactions (here). - Exact vendor string, or other structured filters (…

[mutating] Create a new transaction. Starts with isComplete: false — auto-updates when completeness criteria are met via Cloud Function. NOTES CONVENTION: `notes` is the optional user-facing description of the transaction (what it is, what it covers). Plain prose. The createdAt/createdBy audit trai…

[mutating] Update transaction fields. isComplete recomputes automatically via Cloud Function. For a data correction that moves an ordinary transaction to business inventory, pass `projectId: null`; `budgetCategoryId` is cleared automatically, canonical item ownership is removed, and linked project i…

Update a field across multiple transactions matching a filter. Uses Firestore batched writes (max 500 per batch). Returns count of updated documents.

[DESTRUCTIVE] Permanently delete one proven, fully superseded transaction. This is not a substitute for a return, reversal, or correction. A non-empty deletion note is required. Start with dryRun: true. Execution default-denies unless the transaction is canceled, budget-neutral, item-free, attachmen…

Attach an image or PDF to a transaction. Uploads to Firebase Storage and appends an AttachmentRef to the transaction's receipt or other images array. For images, generates sm (300px) and md (800px) thumbnails. Returned URLs are public HTTPS download URLs (Firebase Storage token URLs) — fetch directl…

Remove an attachment (receipt or other image) from a transaction. Deletes the file and its thumbnails from Firebase Storage and removes the AttachmentRef from the Firestore array.