> ## Documentation Index
> Fetch the complete documentation index at: https://learn.breezing.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Available Tools

> Reference for every Breezing MCP tool, grouped by resource, covering transactions, wallets, assets, balances, rules, reports, and accounting sync.

The MCP server exposes 60 tools that mirror the [Breezing Public API](/api-reference/introduction). Every tool name follows a `resource_action` pattern, for example `transactions_list` or `rules_create`. Each card below links to the matching API reference page, where you can see the full parameters and response shape.

### Access and Scope

* Every tool except `companies_list` requires `orgId` and `companyId`. Call **`companies_list` first** to find the org and company IDs your key can reach, along with the access level on each.
* **Read** tools (the `_list`, `_get`, and `_count` actions) work with any key. Every other tool mutates data and requires `write` access on that company, otherwise it returns `403`.
* There are no delete tools. The API is mutate-only; use the Breezing dashboard for destructive actions.

### Long-Running Operations

Some tools start a background job and write a row to the tasks list: `wallets_create`, `wallets_sync`, `transactions_create`, `transactions_updatePriceAuto`, `balances_calculate`, `ngl_calculate`, `active_issues_refresh`, and `rules_apply`. While one is in flight for the same company or wallet, a duplicate call returns `409 TASK_IN_PROGRESS`. The exception is `wallets_create`: creating another wallet is always allowed, since each call targets a new wallet. Balance tracking wallets return `409 CONFLICT` from `wallets_sync` while a tracking walk is running.

The accounting sync tools (`xero_sync`, `qbo_sync`, and `bexio_sync`) run synchronously and respond once the journals are accepted or rejected, but they also return `409 TASK_IN_PROGRESS` while a dashboard-initiated batch sync is running for the company.

The report tools (`reports_create_token`, `reports_create_account`, `reports_create_explorer_balances`, `reports_regenerate`) also run in the background and return the report and task IDs immediately, but parallel report creation is allowed, so they are not blocked by the 409 guard. Poll `tasks_list` or `reports_get` until the report leaves `pending`/`progress`, and avoid re-submitting the same parameters while one is pending. `reports_regenerate` returns `409` only while the target report itself is still generating.

> [!NOTE]
>
> Call `tasks_list` first to check for in-progress work, and again before reading derived data such as balances or reports. Overlapping runs can corrupt computed state.

### Tools by Resource

> **[Companies](/api-reference/companies/list-companies)**
>
> List the companies your API key can access. Always call this first to find org and company IDs.

> **[Company](/api-reference/company/get-company)**
>
> Get the accounting configuration and chart of accounts, or update accounting settings.

> **[Transactions](/api-reference/transactions/list-transactions)**
>
> List, count, get, create, update (including dates, amounts, and counterparties), batch update up to 500, view edit history, group internal transfers or trades, ungroup trades, consolidate, reprice, and lock or unlock to close a period.

> **[Wallets](/api-reference/wallets/list-wallets)**
>
> List, get, create chain wallets, and trigger incremental or custom period syncs.

> **[Assets](/api-reference/assets/list-assets)**
>
> List token assets and update GL account mappings or spam flags.

> **[Balances](/api-reference/balances/get-balances)**
>
> Get aggregated token balances or recompute daily snapshots.

> **[Contacts](/api-reference/contacts/list-contacts)**
>
> List, get, create, and update counterparty contacts for transaction context.

> **[Active Issues](/api-reference/active-issues/get-active-issues)**
>
> List active issues blocking the close, or refresh the snapshot.

> **[Reports](/api-reference/reports/list-reports)**
>
> List reports, get a single report, pull computed detail rows, generate token or account reports, run explorer balance reconciliations, and regenerate.

> **[Rules](/api-reference/rules/list-rules)**
>
> List, get, create, update, and retroactively apply automation rules.

> **[Tasks](/api-reference/tasks/list-tasks)**
>
> List active background tasks like wallet syncs, report generation, and rule application.

> **[Gain/Loss](/api-reference/ngl/calculate-ngl)**
>
> Trigger a net gain/loss run with average, FIFO, LIFO, or HIFO cost basis.

> **[Xero](/api-reference/xero/refresh-xero-accounts)**
>
> Refresh Xero accounts, categories, and invoices, create a new account, list and book invoice payments, submit gain/loss journals, and sync transactions.

> **[QuickBooks](/api-reference/qbo/refresh-qbo-accounts)**
>
> Refresh QuickBooks accounts, classes, and entities, create a new account, and sync transactions.

> **[Bexio](/api-reference/bexio/refresh-bexio-accounts)**
>
> Refresh Bexio accounts and sync transactions.


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