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Tools

MCP tools

Five tools per resource, each a thin wrapper over the API’s /svc mount, which keeps every rule: validation, scopes and the audit trail. Every tool is also a plandata-mcp CLI command.

MCP tools and the scope each needs
ToolWhat it doesScope
List clientslist-clientsLists the clients of one organization and returns { items, total }.mcp:clients:read
Get a clientget-clientsFetches one client by id.mcp:clients:read
Create a clientcreate-clientsCreates a new client in one organization.mcp:clients:write
Update a clientupdate-clientsUpdates fields on an existing client by id.mcp:clients:write
Delete a clientdelete-clientsDeletes one client by id.mcp:clients:write
List disciplineslist-disciplinesLists the disciplines of one organization and returns { items, total }.mcp:disciplines:read
Get a disciplineget-disciplinesFetches one discipline by id.mcp:disciplines:read
Create a disciplinecreate-disciplinesCreates a new discipline in one organization.mcp:disciplines:write
Update a disciplineupdate-disciplinesUpdates fields on an existing discipline by id.mcp:disciplines:write
Delete a disciplinedelete-disciplinesDeletes one discipline by id.mcp:disciplines:write
List delivery methodslist-delivery-methodsLists the delivery methods of one organization and returns { items, total }.mcp:delivery-methods:read
Get a delivery methodget-delivery-methodsFetches one delivery method by id.mcp:delivery-methods:read
Create a delivery methodcreate-delivery-methodsCreates a new delivery method in one organization.mcp:delivery-methods:write
Update a delivery methodupdate-delivery-methodsUpdates fields on an existing delivery method by id.mcp:delivery-methods:write
Delete a delivery methoddelete-delivery-methodsDeletes one delivery method by id.mcp:delivery-methods:write
List delivered-to optionslist-delivered-to-optionsLists the delivered-to options of one organization and returns { items, total }.mcp:delivered-to-options:read
Get a delivered-to optionget-delivered-to-optionsFetches one delivered-to option by id.mcp:delivered-to-options:read
Create a delivered-to optioncreate-delivered-to-optionsCreates a new delivered-to option in one organization.mcp:delivered-to-options:write
Update a delivered-to optionupdate-delivered-to-optionsUpdates fields on an existing delivered-to option by id.mcp:delivered-to-options:write
Delete a delivered-to optiondelete-delivered-to-optionsDeletes one delivered-to option by id.mcp:delivered-to-options:write
List payment typeslist-payment-typesLists the payment types of one organization and returns { items, total }.mcp:payment-types:read
Get a payment typeget-payment-typesFetches one payment type by id.mcp:payment-types:read
Create a payment typecreate-payment-typesCreates a new payment type in one organization.mcp:payment-types:write
Update a payment typeupdate-payment-typesUpdates fields on an existing payment type by id.mcp:payment-types:write
Delete a payment typedelete-payment-typesDeletes one payment type by id.mcp:payment-types:write
List plan checkerslist-plan-checkersLists the plan checkers of one organization and returns { items, total }.mcp:plan-checkers:read
Get a plan checkerget-plan-checkersFetches one plan checker by id.mcp:plan-checkers:read
Create a plan checkercreate-plan-checkersCreates a new plan checker in one organization.mcp:plan-checkers:write
Update a plan checkerupdate-plan-checkersUpdates fields on an existing plan checker by id.mcp:plan-checkers:write
Delete a plan checkerdelete-plan-checkersDeletes one plan checker by id.mcp:plan-checkers:write
List plan checkslist-plan-checksLists the plan checks of one organization and returns { items, total }.mcp:plan-checks:read
Get a plan checkget-plan-checksFetches one plan check by id.mcp:plan-checks:read
Create a plan checkcreate-plan-checksCreates a new plan check in one organization.mcp:plan-checks:write
Update a plan checkupdate-plan-checksUpdates fields on an existing plan check by id.mcp:plan-checks:write
Delete a plan checkdelete-plan-checksDeletes one plan check by id.mcp:plan-checks:write
List plan reviewslist-plan-reviewsLists the plan reviews of one organization and returns { items, total }.mcp:plan-reviews:read
Get a plan reviewget-plan-reviewsFetches one plan review by id.mcp:plan-reviews:read
Create a plan reviewcreate-plan-reviewsCreates a new plan review in one organization.mcp:plan-reviews:write
Update a plan reviewupdate-plan-reviewsUpdates fields on an existing plan review by id.mcp:plan-reviews:write
Delete a plan reviewdelete-plan-reviewsDeletes one plan review by id.mcp:plan-reviews:write
List deliverieslist-deliveriesLists the deliveries of one organization and returns { items, total }.mcp:deliveries:read
Get a deliveryget-deliveriesFetches one delivery by id.mcp:deliveries:read
Create a deliverycreate-deliveriesCreates a new delivery in one organization.mcp:deliveries:write
Update a deliveryupdate-deliveriesUpdates fields on an existing delivery by id.mcp:deliveries:write
Delete a deliverydelete-deliveriesDeletes one delivery by id.mcp:deliveries:write
List invoiceslist-invoicesLists the invoices of one organization and returns { items, total }.mcp:invoices:read
Get an invoiceget-invoicesFetches one invoice by id.mcp:invoices:read
Create an invoicecreate-invoicesCreates a new invoice in one organization.mcp:invoices:write
Update an invoiceupdate-invoicesUpdates fields on an existing invoice by id.mcp:invoices:write
Delete an invoicedelete-invoicesDeletes one invoice by id.mcp:invoices:write
List invoice detailslist-invoice-detailsLists the invoice details of one organization and returns { items, total }.mcp:invoice-details:read
Get an invoice detailget-invoice-detailsFetches one invoice detail by id.mcp:invoice-details:read
Create an invoice detailcreate-invoice-detailsCreates a new invoice detail in one organization.mcp:invoice-details:write
Update an invoice detailupdate-invoice-detailsUpdates fields on an existing invoice detail by id.mcp:invoice-details:write
Delete an invoice detaildelete-invoice-detailsDeletes one invoice detail by id.mcp:invoice-details:write
List new year updateslist-new-year-updatesLists the new year updates of one organization and returns { items, total }.mcp:new-year-updates:read
Get a new year updateget-new-year-updatesFetches one new year update by id.mcp:new-year-updates:read
Create a new year updatecreate-new-year-updatesCreates a new new year update in one organization.mcp:new-year-updates:write
Update a new year updateupdate-new-year-updatesUpdates fields on an existing new year update by id.mcp:new-year-updates:write
Delete a new year updatedelete-new-year-updatesDeletes one new year update by id.mcp:new-year-updates:write

How assistants connect, and how scopes decide which tools they see: the MCP server.