TreeBeam MCP Server

Start device flow authentication for TreeBeam. Returns a URL and code for the user to complete in their browser. The server polls for the token in the background automatically. ALWAYS display the entire output message from this tool to the user in your instructions.

Log out of TreeBeam by removing stored credentials from the OS keychain.

Check current TreeBeam authentication status — whether a valid token is stored and when it expires. If the user is not authenticated, log them in with the treebeam_login tool before using other tools that would require authentication.

List all accounting organizations accessible to the user. Results are paginated — if a continuationToken is returned, pass it in the next call to retrieve more.

List all accounting projects accessible to the user, optionally filtered by organization. Results are paginated — if a continuationToken is returned, pass it in the next call to retrieve more.

List all available adjustment types (e.g. PAJE, TAJE). These are global reference values not scoped to a project. Results are paginated — if a continuationToken is returned, pass it in the next call to retrieve more.

Get a single adjustment type by ID.

Search/list entities within a project. Supports filtering — see server instructions for filter syntax. Results are paginated — if a continuationToken is returned, pass it in the next call to retrieve more.

Get a single entity by ID within a project.

Create a new entity within a project.

Update an existing entity within a project.

Delete an entity from a project. Requires the entity ETag for optimistic concurrency control.

Search/list raw account group records within a project. Supports filtering — see server instructions for filter syntax. Use this tool to look up a specific subset of account groups by type. DO NOT use this tool to build financial summaries by account group — use the pivot_trial_balance_by_account_gr…

Get a single account group by ID within a project.

Create a new account group within a project.

Update an existing account group within a project.

Delete an account group from a project. Requires the account group ETag for optimistic concurrency control.

Search/list entity relationship sets within a project. Results are paginated — if a continuationToken is returned, pass it in the next call to retrieve more.

Get a single entity relationship set by ID within a project.

Create a new entity relationship set within a project.

Update an existing entity relationship set within a project.

Delete an entity relationship set from a project. Requires the ETag for optimistic concurrency control.

Search/list raw account records within a project. Supports filtering — see server instructions for filter syntax. Use this tool to look up a specific subset of accounts by entity or account group. DO NOT use this tool to build trial balances or financial summaries — use the pivot_trial_balance_* too…

Get a single account by ID within a project.

Create a new account within a project.

Update an existing account within a project.

Delete an account from a project. Requires the ETag for optimistic concurrency control.

Search/list accounting periods within a project. Supports filtering — see server instructions for filter syntax. Results are paginated — if a continuationToken is returned, pass it in the next call to retrieve more.

Get a single accounting period by ID within a project.

Create a new accounting period within a project.

Update an existing accounting period within a project.

Delete an accounting period from a project. Requires the ETag for optimistic concurrency control.

Search/list raw unadjusted balance records within a project. Supports filtering — see server instructions for filter syntax. Use this tool to look up a specific subset of balance records by period, account, or amount. DO NOT use this tool to calculate trial balances or summarize financial data — use…

Get a single unadjusted balance by ID within a project.

Create an unadjusted balance within a project.

Update an existing unadjusted balance within a project.

Delete an unadjusted balance from a project. Requires the ETag for optimistic concurrency control.

Search/list raw adjustment records within a project. Supports filtering — see server instructions for filter syntax. Use this tool to look up a specific subset of adjustments by period, type, status, or other criteria. DO NOT use this tool to summarize or analyze adjustment data across periods or ac…

Get a single adjustment by ID within a project.

Create a new adjustment header within a project. To add line items, call create_adjustment_line_item for each line after this returns.

Update an existing adjustment header within a project. Line items are managed separately via the *_adjustment_line_item tools.

Delete an adjustment from a project. Requires the ETag for optimistic concurrency control.

Search/list raw adjustment line item records within a project. Supports filtering — see server instructions for filter syntax. Use this tool to look up a specific subset of line items by adjustment, account, or amount. DO NOT use this tool to analyze adjustment activity across accounts or periods — …

Get a single adjustment line item by ID within a project.

Create a new adjustment line item within a project.

Update an existing adjustment line item within a project.

Delete an adjustment line item from a project. Requires the ETag for optimistic concurrency control.

PREFERRED for financial data retrieval. Returns a trial balance pivoted by account — one row per account with the unadjusted balance, total adjustments, and adjusted balance for each requested period. All data is returned in a single response with NO pagination. Use this tool whenever the user asks …

PREFERRED for financial data retrieval. Returns a trial balance pivoted by account group — one row per account group with amounts summed across all accounts in that group, for each requested period. All data is returned in a single response with NO pagination. Use this tool whenever the user asks ab…

PREFERRED for high-level financial summaries. Returns a trial balance pivoted by financial statement group — one row per financial statement type (Asset, Liability, Equity, Revenue, Expense) with amounts summed across all account groups of that type, for each requested period. All data is returned i…

PREFERRED for reviewing adjustments. Returns each adjustment with its line items pre-joined, including the resolved account name and account number on each line item. All data is returned in a single response with NO pagination. Use this tool whenever the user asks to see adjustments with their deta…

PREFERRED for analyzing adjustment impact by account. Returns one row per impacted account with the sum of adjustment line item amounts and count of distinct adjustments, for each requested period. Only accounts that have adjustment activity are included. All data is returned in a single response wi…

PREFERRED for analyzing adjustment impact by account group. Returns one row per impacted account group with summed adjustment amounts and distinct adjustment counts, for each requested period. Only account groups that have adjustment activity are included. All data is returned in a single response w…

PREFERRED for high-level adjustment analysis. Returns one row per impacted financial statement type (Asset, Liability, Equity, Revenue, Expense) with summed adjustment amounts and distinct adjustment counts, for each requested period. Only financial statement types that have adjustment activity are …

PREFERRED for multi-entity consolidated reporting. Returns a consolidated trial balance by account group — one row per account group with totals summed across all included entities, plus a per-entity breakdown showing each entity's contribution to the row totals. All data is returned in a single res…

PREFERRED for high-level multi-entity consolidated reporting. Returns a consolidated trial balance by financial statement group — one row per financial statement type (Asset, Liability, Equity, Revenue, Expense) with totals summed across all included entities, plus a per-entity breakdown. All data i…