Query a MosoFin workspace

Read-only path for any MosoFin data question. Call only the MosoFin MCP tools listed below. Full per-tool spec (inputs, outputs, examples, errors): docs/mcp-tool-spec.md. Short contract: docs/plugin-contract.md.

MosoFin MCP tools used (registered names; your host prefixes them, e.g. mcp__plugin_mosofin_mosofin__<name> in Claude Code or mcp__MosoFin__<name> for a Claude connector):

• list_workspaces
• get_agent_datasources
• get_datasource_tools
• invoke_datasource_api_tool

Native pickers may not appear (production MCP is stateless JSON). Ask in chat, then pass handles explicitly.

Steps

1. Call list_workspaces with no arguments.
2. Show workspaces by name (and role). Never show integer tenant ids. If several exist, ask single- vs multi-workspace, then which name(s), and confirm with list_workspaces(workspace_ids=[…], mode="single") or mode="multi". One accessible workspace auto-confirms server-side — still read the name back and wait for an explicit yes before invoking data tools.
3. Call get_agent_datasources for the confirmed workspace_id.
   • Refer to companies by display_name. Never show raw data_source_id.
   • If more than one row for a platform is connected: true, ask which company, then pass that data_source_id on every later call.
   • If the needed source is connected: false, stop. Tell the user to open the reconnect_url from a later error, or the MosoFin workspace data-sources page. Do not invent numbers.
4. Call get_datasource_tools for the chosen datasource (and data_source_id when required) to pick a valid tool_name.
5. Call invoke_datasource_api_tool with:
   • datasource (e.g. quickbooks)
   • tool_name from the catalog (e.g. get_profit_and_loss)
   • workspace_id (the opaque handle list_workspaces returned, copied exactly) on every call
   • data_source_id on every call when the workspace has multiple companies
   • params with concrete YYYY-MM-DD dates — resolve "last month" / "this quarter" before invoking. Transaction searches and period reports need both start_date and end_date. As-of reports (get_balance_sheet, get_aged_receivables, …) take an optional report_date (default today). Get-by-id tools need id. Multiple independent invokes may run in parallel in one turn.

Result handling

• Pagination (search tools): if pagination.has_more is true, re-invoke with params.offset = pagination.next_offset until complete or the user has enough. Omit max_results unless a smaller page is needed.
• Budgets are two-step: search_budgets to list names, then get_budget_details with budget_id or budget_name.
• mock flag: false means live numbers — say so. true means demo/fixture data — tell the user the numbers are not real.

Read-only boundary

MosoFin cannot create, update, send, or delete records in any connected accounting platform or other SaaS. If asked to (e.g. "create an invoice"), do not invoke — explain the boundary and offer the read equivalent (e.g. search_invoices).

Errors

• Unknown tool / MosoFin tools missing / sign-in required — the user is not signed in to MosoFin in this host. Never say "refresh/reconnect". Keep the question (dates already resolved) and follow /mosofin:connect (skills/connect/SKILL.md); when the user says they're done, confirm the workspace and answer the original question. Do not invent data.
• Workspace not confirmed — confirm via list_workspaces then retry.
• entity_required — ask which company from entities[]; retry with that data_source_id.
• datasource_not_active / connection_unavailable — give the user reconnect_url. Do not guess data.
• invalid_params — fix dates/fields and retry.
• approval_required — ask the user, then retry with approved=true.
• tool_policy_disabled / valid-access refusal — explain; do not leak or invent data.

Grounding

Answer only from invoke results in this conversation. Do not use general knowledge or another company's memory. End data-backed answers with one Data sources line (datasource + tool + fetched_at from provenance). If the fetch does not cover part of the question, say so and name the tool that could fetch it.