Red by Big Red Cloud
io.github.bigredcloud/red-mcp-serverSecure MCP access to Big Red Cloud accounting data, workflows, help and training.
Tools · 159
Starts the secure Red / Big Red Cloud connection flow and returns a one-time connection page URL and confirmation code. The secure page supports one or multiple companies, including CSV upload, and ke…
Confirms a short-lived company-connection code and returns the connected companies plus a reusable opaque connection reference. Connection credentials are not returned.
Returns company connection-status metadata without returning API keys or other credentials.
Returns connected-company contexts and connection-expiry metadata, including duration, remaining time and timezone details. Connection credentials are not returned.
Clears the API key for a named company context from MCP server memory.
Clears all connection credentials for all company contexts from MCP server memory.
Lists BRC accounts.
Lists BRC customers.
Gets one BRC customer by id.
Lists BRC customers without dormant records.
Lists BRC suppliers.
Gets one BRC supplier by id.
Lists BRC products.
Lists BRC product types.
Lists BRC products without dormant records.
Lists BRC sales entries.
Gets one BRC sales entry by id.
Lists BRC sales invoices.
Gets one BRC sales invoice by id.
Lists BRC purchases.
Gets one BRC purchase by id.
Returns company analysis categories and their book context. Customer-control categories are distinct from Sales analysis categories.
Returns company VAT rates and their associated category identifiers.
Lists BRC VAT analysis types.
Returns company VAT categories and their Sales or Purchase context.
Lists BRC VAT types.
Lists BRC company settings.
Lists BRC category types.
Lists BRC owner type groups.
Lists BRC owner types.
Lists BRC user defined fields.
Lists BRC book transaction types.
Returns nominal accounts and period movements. Monthly values represent movements rather than monthly balances.
Returns one nominal account ledger and its period movements. Monthly values represent movements rather than monthly balances.
Lists BRC quotes. List and get may not return the same fields (for example note or analysis account codes); treat those as representation differences, not as create or update failures. Quote reference…
Gets one BRC quote by id. List and get may not return the same fields (for example note or analysis account codes); treat those as representation differences, not as create or update failures.
Lists BRC sales credit notes.
Gets one BRC sales credit note by id.
Lists BRC sales reps.
Gets one BRC sales rep by id.
Gets full BRC company setup configuration, including general details, financial year, reference settings, and processing options.
Gets the company logo from BRC.
Gets BRC company financial year.
Creates a BRC customer from explicit code and name fields. Optional address, contact, credit and VAT fields are omitted when absent. Opening-balance fields are not posted. Requires a valid routeToken …
Updates a BRC customer using merged fields. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placehol…
Deletes a BRC customer by id. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placeholder tokens are…
Gets a customer's opening balance.
Gets a customer's opening balance transaction list.
Returns customer account transactions. Transaction IDs and types are endpoint- and company-specific.
Gets quotes for a specific customer.
Creates a BRC supplier using a raw BRC payload. Does not create or update opening balance transactions. Opening-balance fields are not posted by this tool; supplier opening balances are entered direct…
Updates a BRC supplier using merged fields. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placehol…
Deletes a BRC supplier by id. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placeholder tokens are…
Gets a supplier's opening balance.
Gets a supplier's opening balance transaction list.
Returns supplier account transactions. Transaction IDs and types are endpoint- and company-specific.
Creates a purchase with a caller-supplied reference when manual purchase references are configured. Requires a valid routeToken issued for the matching action workflow. The token remains valid through…
Creates a purchase using the company's generated-reference configuration. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the p…
Updates a BRC purchase using structured MCP fields. Historical transaction dates are not automatically blocked. Existing historical purchases may support text, monetary, date and delete operations; th…
Deletes a BRC purchase by id using timestamp confirmation. Historical purchases are not automatically blocked because they belong to an earlier financial year. The BRC endpoint determines whether the …
Creates a BRC sales entry using structured MCP fields. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transactio…
Updates a sales entry while preserving the existing BRC unpaid value. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permi…
Deletes a BRC sales entry by id using timestamp confirmation. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted tra…
Creates a sales invoice with a caller-supplied reference and reconciled product, VAT and Sales-analysis lines. Missing customer contact values remain absent. Requires a valid routeToken issued for the…
Creates a sales invoice using generated references and reconciled product, VAT and Sales-analysis lines. Missing customer contact values remain absent. Requires a valid routeToken issued for the match…
Updates a sales invoice. Supplied monetary changes must be explicit and reconciled. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview…
Deletes a BRC sales invoice by id using timestamp confirmation. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted t…
Creates a quote with a caller-supplied reference and reconciled product, VAT and Sales-analysis lines. Requires a valid routeToken issued for the matching action workflow. The token remains valid thro…
Creates a quote using generated references and reconciled product, VAT and Sales-analysis lines. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lo…
Updates a BRC quote's manual reference only. Quote.note is not persisted by this update and is not accepted here. Loads the current quote, preserves all other fields (including timestamp, product line…
Closes a BRC quote. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placeholder tokens are invalid. …
Reopens a BRC quote. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placeholder tokens are invalid.…
Deletes a BRC quote by id using timestamp confirmation. Loads the quote once to obtain its timestamp and to preview id, reference, customer, total, open or closed state, any linked sales invoice, and …
Generates a sales invoice from a BRC quote. Preview-before-posting shows the exact POST /v1/quotes/generateSaleInvoice body (quoteId and optional entryDate/procDate only). Nothing is written until you…
Creates a sales credit note with a caller-supplied reference and reconciled negative document amounts. Requires a valid routeToken issued for the matching action workflow. The token remains valid thro…
Creates a sales credit note using generated references and reconciled negative document amounts. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lo…
Updates a sales credit note while preserving the existing BRC unpaid value. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the…
Deletes a BRC sales credit note by id using timestamp confirmation. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitt…
Creates a BRC sales rep using structured MCP fields. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction.…
Updates a BRC sales rep using structured MCP fields. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction.…
Deletes a BRC sales rep by id using timestamp confirmation. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted trans…
Returns nominal-account ledgers for supplied account IDs. Monthly values represent movements rather than monthly balances.
Returns a grouped nominal-account report with period movements rather than monthly balances.
Returns a multi-company nominal-account report with period movements rather than monthly balances.
Lists BRC cash payments.
Gets one BRC cash payment by id.
Creates a cash payment in supplier-ledger, bank-lodgement or analysed-expense mode. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview…
Updates an existing Cash Payment by merging supplied fields onto the current record. Fields that can be merged include total, entryDate, procDate, supplierId, acCode, note, ledger, discount, bankAccou…
Deletes a BRC cash payment by id. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placeholder tokens…
Processes cash payments in supplier-ledger, bank-lodgement or analysed-expense mode. Results are reported per submitted item and partial success is possible. Requires a valid routeToken issued for the…
Lists BRC cash receipts.
Gets one BRC cash receipt by id.
Creates a BRC cash receipt. Accepts either a raw payload object or common flat fields. entryDate/procDate default to today. VAT rate fields are only sent when the company's VAT on Cash Receipt setting…
Updates a BRC cash receipt using merged fields. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Plac…
Deletes a BRC cash receipt by id. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placeholder tokens…
Processes a batch of BRC cash receipts. Maximum 20 items per batch request. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the…
Lists BRC payments.
Gets one BRC payment by id.
Creates a bank payment in supplier or analysed-account mode. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted tran…
Updates a BRC payment using merged fields. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placehold…
Deletes a BRC payment by id. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placeholder tokens are …
Processes supplier or analysed bank payments in a batch. Results are reported per submitted item and partial success is possible. Requires a valid routeToken issued for the matching action workflow. T…
Lists BRC bank accounts.
Gets one BRC bank account by id.
Creates a bank account after an unconfirmed preview. confirmCreate applies the previewed creation. Requires a valid routeToken issued for the matching action workflow. The token remains valid through …
Updates a BRC bank account using merged fields. An unconfirmed call returns a plain-English change preview. Explicit confirmation is required before the update is applied. Requires a valid routeToken …
Deletes the specified bank account after explicit confirmation. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted t…
Gets one BRC product by id.
Creates a BRC product using a raw BRC payload. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Place…
Updates a BRC product using merged fields. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placehold…
Deletes a BRC product by id. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placeholder tokens are …
Processes purchases in a batch using structured generated-reference purchase items. Results are reported per submitted item and partial success is possible. Requires a valid routeToken issued for the …
Processes a batch of quotes using either verified flat creator fields or a complete nested BRC Quote payload. Maximum 20 items per batch request. Requires a valid routeToken issued for the matching ac…
Processes sales credit notes in a batch using reconciled product, VAT and Sales-analysis lines. Results are reported per submitted item and partial success is possible. Requires a valid routeToken iss…
Processes a batch of sales entries using verified structured creator fields. Maximum 20 items per batch request. Requires a valid routeToken issued for the matching action workflow. The token remains …
Processes sales invoices in a batch using reconciled product, VAT and Sales-analysis lines. Results are reported per submitted item and partial success is possible. Requires a valid routeToken issued …
Processes a batch of sales representatives using explicit code and name fields. Maximum 20 items per batch request. Requires a valid routeToken issued for the matching action workflow. The token remai…
Processes a batch of suppliers using explicit identity, VAT classification, and optional contact fields. Maximum 20 items per batch request. Requires a valid routeToken issued for the matching action …
Processes a batch of customers using explicit identity, VAT classification, and optional contact fields. Maximum 20 items per batch request. Requires a valid routeToken issued for the matching action …
Processes a batch of products using explicit product type, VAT classification, price, and description fields. Maximum 20 items per batch request. Requires a valid routeToken issued for the matching ac…
Lists combined BRC sales entries, sales invoices and sales credit notes.
Processes VAT rates for VAT categories via POST /v1/vatCategories/vatRates. Requires a full vatCategoryRates array and confirmProcess=true. Requires a valid routeToken issued for the matching action w…
Returns the deployment capability and permission summary, including enabled action groups and development-mode status.
Checks whether a proposed transaction date is inside the connected BRC company's current financial year.
Returns overall company readiness across connection, financial year, reference data, VAT, analysis categories and settings.
Resolves a company-specific bookTranTypeId against live transaction-type reference data. Descriptions and numeric IDs are not globally stable.
Classifies a supplied request as help, action, correction or unsupported. Classification covers read, create, update, delete, correct, undo, reverse, email and batch actions, including creating a sale…
Returns Big Red Cloud help and manual Big Red Cloud instructions for how-to questions, including how do I queries and tutorials. Covers topics including sales invoices, purchases, customers, suppliers…
Searches Big Red Cloud customer help across Freshdesk support articles, customer documentation, recorded webinar videos and upcoming webinars. Returns a synthesized answer, ordered guidance and public…
Returns detailed public help-resource content, ordered instruction blocks, signed screenshot links, source metadata and optional image content. Read-only and available without a connected company.
Returns the protected education-administration URL. Access requires Microsoft Entra sign-in and does not bypass authentication. The response contains no upload secret or bypass parameter.
Returns current-session audit entries scoped to currently connected companies. Entries from other sessions, connections or companies are excluded.
Returns a downloadable support diagnostic and a concise summary for the current session.
Clear the Red audit log for this MCP server session. A call without confirmWrite: true returns confirmation_required and a payload preview. confirmWrite: true applies the previewed change after explic…
Sends a sales-invoice email to the customer address or an explicit recipient override. An unconfirmed call returns an email preview; confirmSend applies the send. Requires a valid routeToken issued fo…
Sends a customer-statement email to the customer address or an explicit recipient override. An unconfirmed call returns an email preview; confirmSend applies the send. Requires a valid routeToken issu…
Sends a quote email to the customer address or an explicit recipient override. An unconfirmed call returns an email preview; confirmSend applies the send. Requires a valid routeToken issued for the ma…
Returns company processing settings that affect VAT-sensitive accounting workflows.
Returns quote and transaction reference settings. An Unknown quote-reference setting does not establish automatic reference generation.
Returns processing-setting warnings for one specified transaction workflow. It does not provide an overall company-readiness score.
Returns receiver transactions eligible for allocation updates.
Updates transaction allocations using eligible receiver transactions and an unconfirmed payload preview. Requires a valid routeToken issued for the matching action workflow. The token remains valid th…
Returns existing transaction allocations and their identifiers.
Reverses or deletes the specified allocation after returning an unconfirmed preview. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, previe…
Returns nominal journal batches with identifiers and concurrency timestamps.
Returns information about a single Nominal Journal Batch by id.
Creates a nominal journal batch after returning an unconfirmed payload preview. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and…
Updates a nominal journal batch using its current concurrency timestamps. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the p…
Deletes a nominal journal batch using its current concurrency timestamp. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the pe…
Returns a list of the company's Accruals. Supports optional OData filtering by entryDate. Supports optional ordering by id.
Returns information about a single parent Accrual by id. Child accruals are not exposed by the public API.
Creates an accrual after returning an unconfirmed payload preview. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitte…
Updates an accrual using its current concurrency timestamp. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted trans…
Deletes an accrual using its current concurrency timestamp. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted trans…
Returns a list of the company's Prepayments. Supports optional OData filtering by entryDate. Supports optional ordering by id.
Returns information about a single parent Prepayment by id. Child prepayments are not exposed by the public API.
Creates a prepayment after returning an unconfirmed payload preview. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permit…
Updates a prepayment using its current concurrency timestamp. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted tra…
Deletes a prepayment using its current concurrency timestamp. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted tra…
Resources · 3
Current getting-started guide for using Red with Big Red Cloud.
brc://help
Example questions and requests customers can type into the chat.
brc://examples
Guidance for safely reading and changing company data.
brc://safety
Prompts · 3
Guides the user through connecting a BRC company context and checking readiness.
Starts a read-only review of a connected company.
Guides a safe quote creation workflow with confirmation.
Similar MCP servers embedding-nearest
How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"red_by_big_red_cloud": {
"url": "https://red.bigredcloud.com/mcp",
"transport": "streamable-http"
}
}
}