MCP Capabilities: Comprehensive List

Pull Checklist Task Data

Pull task name from Checklist

✅ Yes

Checklist

Pull task ID from Checklist

✅ Yes

Checklist

Pull task type from Checklist (custom, rec, flux, journal entry)

✅ Yes

Checklist

Pull task preparation status from Checklist (Pending, Complete, Skipped, Immaterial)

✅ Yes

Checklist

Pull task review status from Checklist

✅ Yes

Checklist

Pull preparer/reviewer name from Checklist task

✅ Yes

Checklist

Pull preparation/review due dates from Checklist tasks

✅ Yes

Checklist

Pull direct task URL from Checklist (deep link into Numeric UI)

✅ Yes

Checklist

Filter Checklist tasks by assignee, status, report, name, or task type

✅ Yes

Checklist

Pull tag properties from Checklist tasks (e.g. Category, Entity, Business Unit)

✅ Yes

Checklist

Pull task description from Checklist

✅ Yes

Checklist

Filter Checklist tasks by tag / property value

✅ Yes

Checklist

Find Checklist tasks containing a specific attachment by name and return direct task URLs

⚠ Partial

Checklist

No direct filter on list_tasks; requires looping through get_task_events to scan for attach_attachment events matching the file name

Pull second reviewer details from Checklist

❌ No

Checklist

Pull created / modified dates from Checklist

❌ No

Checklist

Pull file attachments from Checklist tasks (contents or direct links)

❌ No

Checklist

Pull blocked by / blocking dependencies from Checklist tasks

❌ No

Checklist

Dependency events appear in the event log but outputs field is empty {}; linked task IDs are not returned by the MCP

Pull Task Comments & Review Notes

Pull comment details from task, including text, author, & timestamp

✅ Yes

Any

Pull embedded links from task comments (Google Drive, Loom, etc.)

✅ Yes

Any

Pull details from review notes, including assignee, status, and due date

✅ Yes

Any

Pull file attachments from task comments (contents or direct links)

❌ No

Any

Notify Users About Work Status

Post a comment on a task; comments will be visible on the platform, logged in the audit trail & will trigger a notification to assignees

✅ Yes

Any

Leave a review note on a task; it will be assigned to a specific team member with a due date

✅ Yes

Any

Task Actions

Create a new task (including name, description, type, assignees, due dates, recurrence, & tags)

✅ Yes

Any

Update a task's name or description

✅ Yes

Any

Reassign task ownership (preparer or reviewer role)

✅ Yes

Any

Mark a task as prepared or reviewed (only possible if you are authenticated to do so)

⚠ Partial

Any

Attempting to approve as a different user fails even after reassigning via assign_task; always records under the authenticated session user

Update tag properties on a task (e.g. Category, Effort, Controls, Location)

✅ Yes

Any

Create a new property / tag group

❌ No

Any

Add new options to an existing property / tag group

❌ No

Any

Delete or rename a property / tag group

❌ No

Any

Reconciliations

Pull GL balance per account from Reconcile

⚠ Partial

Reconcile

Not available via Reconcile module directly; pulled via BS report as workaround (up to 4 periods)

Pull subledger balance per account from Reconcile

❌ No

Reconcile

Flux Analysis

Pull variance amounts from saved Flux reports per account (current period, prior period, variance)

✅ Yes

Flux

Supported for QBO customers

Build ad-hoc Flux reports without a saved configuration

✅ Yes

Flux

Pull period-over-period trend data for a specific Flux row

✅ Yes

Flux

Supported for QBO customers

Read and write commentary / explanations per Flux row

✅ Yes

Flux

Supported for QBO customers

Drill into underlying GL transaction lines behind a Flux row

⚠ Partial

Flux

Requires full GL connection; not supported for QBO customers

Save preparer preferences from Flux draft edits to task description for future periods

✅ Yes

Flux

Adjustments can apply to single account or all accounts going forward