Reference

Exact lists: tools, settings, fields and the codes a refusal can return.

14 pages · last updated 2026-11-11

• Connecting Biloh over MCP

  How to connect a Biloh tenant to an AI assistant over the Model Context Protocol — the endpoint, authentication, personas, and the operator toolset.

• Matching bank deposits: the four shapes and the tool for each

  For AI assistants: read each incoming deposit's shape first, then match it with the one tool that records it correctly and can't pay twice.

• Chasing overdue invoices: the tool sequence for AI assistants

  How an assistant finds overdue clients, stages one reminder each, sends the approved ones, and reads nothing_staged — with inputs, fields and refusals.

• Dispatching a job: the tool sequence for AI assistants

  The exact tools an assistant calls to assign, gate, send, accept and complete a subcontracted job — inputs, returned fields and every refusal.

• The money brief: the tool sequence for AI assistants

  get_money_brief, get_owner_pay_plan and get_envelope_targets — inputs, every field an assistant relays, the compact default, and what to say about money.

• The attention digest: a dashboard your agent actually reads

  Reference for get_attention_digest — the MCP tool that carries the operator's outstanding-attention queue into every agent conversation.

• Finance MCP tools

  The finance engine's tool surface by stage: bank feed, money in, money out, transfers and envelopes, close ladder, BAS, reports, assets, calendar and pack.

• Invoice list fields: what an agent gets per row

  Reference for the fields list_invoices returns — client identity, live overdue position and pre-computed ageing — and which one to read for which question.

• Invoice send: gates and guards

  The three-leg send chain, the approval-free second caller, the tax validator that runs at approval, and the duplicate guard — what each blocks and why.

• Bank import and close refusal codes

  Every code the finance engine refuses with, what it means, what figures come with it, and what to do next. A refusal is the product working.

• Finance settings

  Every tunable that shapes the finance engine per business: bank feed guards, GST evidence thresholds, envelopes, obligations, assets and the pack.

• Write safety: expected_tenant and target_tenant_id

  Two guard rails that make a misrouted write fail loudly instead of landing in the wrong tenant, and the exact errors they raise.

• Service request MCP tools

  The five MCP tools that let an assistant work a client's inbound request queue: list, read, review, decline and quote.

• Route optimization: the runs bolt-on

  Runs group a day's stops in Biloh. Ordering them by hand is free; an optional paid solver sequences them and hands the route to your maps app.