Accounts and organizations

The MCP server exposes everything you need to introspect the organization behind the OAuth token: who the members are, how teams are structured, what labels are used to categorise transactions, and which bank accounts the organization holds.

Organization

Tool	What it does	Upstream
`get_organization`	Returns the authenticated organization (id, slug, legal name, locale, country) and its bank accounts (id, IBAN, BIC, currency, balance, status, main flag). Use the `slug` for any tool that needs it.	Retrieve the authenticated organization

Try it

What organizations am I connected to, and what is my main account IBAN?

Memberships

Tool	What it does	Upstream
`list_memberships`	List members of the organization (role, optional team id, country, birthdate, nationality), paginated.	List memberships
`get_authenticated_membership`	Returns the “me” view, the membership behind the current OAuth token.	Retrieve the authenticated membership
`create_membership`	Invite a new member as `employee` or `reporting`. Sends the activation email. A team id is required even though the spec marks it optional.	Create a membership

Try it

Who is on the finance team? Invite jane@example.com as a reporting member of the finance team.

Teams

Tool	What it does	Upstream
`list_teams`	Paginated list of the organization’s teams (id, name).	List teams
`create_team`	Create a new team.	Create a team

Try it

Create a “Customer Success” team.

Labels

Tool	What it does	Upstream
`list_labels`	List transaction labels (custom categorisation tags). Labels nest one level deep through `parent_id`.	List labels
`get_label`	Fetch one label by UUID.	Retrieve a label

Try it

Show me my label tree.

Install

Tools

Accounts and organizations

Organization

Memberships

Teams

Labels

​Organization

​Memberships

​Teams

​Labels

Organization

Memberships

Teams

Labels