MCP Server: Tools, Permissions, and Troubleshooting

DualEntry provides a Model Context Protocol (MCP) server: a standardized interface that lets any compatible AI assistant or agent access your accounting data securely. This page covers what’s available once you’re connected. If you haven’t connected a client yet, start with Connect MCP Clients, or with the Claude connector directory if you are on Claude.

Property	Value
Server URL	`https://api.dualentry.com/mcp/`
Transport	Streamable HTTP
Authentication	OAuth 2.1 (browser sign-in, no API keys)

Authentication

You don’t need an API key. You sign in with the same DualEntry credentials you use for the dashboard.

On first connection, your MCP client opens a browser for sign-in.
Sessions refresh automatically.
Your permissions match your DualEntry role. If you cannot see something in the dashboard, you cannot see it through MCP either.

Available tools

The server exposes 15 tools. They respect your organization’s permissions and company-level access restrictions, so a tool returns only what your role can already see in the dashboard.

Finding records

Tool	Description
`search_records`	Search accounting records with filters (type, vendor or customer name, date range, amount range). Paginates with `offset` and `limit`, and returns `total_available` and `returned_count` so you can page reliably.
`get_record_detail`	Full detail for a record by its `transaction_id`.
`get_record_by_number`	Look up a record by number, for example `JE-123`, `BI-456`, or `IN-789`.
`get_record_history`	The audit trail for a record.
`get_related_records`	Records related to a given record, such as payments against an invoice.

search_records returns a transaction_id on every result, and that is the identifier the detail, history, and related-records tools expect.

Entities and companies

Tool	Description
`search_entities`	Search vendors, customers, accounts, companies, items, classifications, terms, and ownership records by name. Returns ID, name, and type-specific fields such as account number, currency, or email.
`list_companies`	List the companies in the organization you can access.
`save_entity`	Create an entity.

Writing records

Tool	Description
`save_record`	Create an accounting record.

Revenue recognition

Tool	Description
`get_contract_detail`	Full detail for a revenue recognition contract, including its schedule and related invoices.
`preview_contract_schedule`	Compute the recognition schedule a contract payload would produce, without creating anything.
`create_contract`	Create a revenue recognition contract.

Preview before you create. preview_contract_schedule takes the same payload as create_contract, so you can confirm the schedule matches what you intend before committing a contract that drives recognition for its whole term.

Fixed assets

Tool	Description
`preview_fixed_asset_schedule`	Compute the depreciation schedule a fixed asset payload would produce, without creating anything.
`create_fixed_asset`	Create a fixed asset.

The same preview-then-create pattern applies, which matters more here than elsewhere because a depreciation schedule is tedious to correct once entries have posted against it.

Bank matching

Tool	Description
`list_bank_match_suggestions`	Retrieve suggested matches for bank statement lines.

Example conversations

Once connected, you can ask your AI assistant questions like:

“Show me all invoices from last month over $5,000”
“Look up journal entry JE-412 and show me its line items”
“What payments are linked to invoice IN-1089?”
“Search for vendors matching ‘Acme’”
“Create a bill for vendor Acme Corp, $500 for office supplies”

Permissions

Your DualEntry role governs MCP access. Every tool checks permission before it runs. The check is per record type or per entity type rather than per tool, so the same tool can succeed for one record type and fail for another.

Permission required	Tools it gates
View on the record type	`search_records`, `get_record_detail`, `get_record_by_number`, `get_record_history`, `get_related_records`. `search_records` filters to the types you can view rather than failing outright.
Create on the record type	`save_record`
View on the entity type: Vendors, Customers, Chart of Accounts, Companies, Items, Classifications, Terms, or Ownership	`search_entities`, for the matching `entity_type`
Create on the entity type	`save_entity`, for the matching `entity_type`
Companies view	`list_companies`
Bank Match view	`list_bank_match_suggestions`
Revenue Recognition view	`get_contract_detail`, `preview_contract_schedule`
Revenue Recognition create	`create_contract`
Fixed Assets view	`preview_fixed_asset_schedule`
Fixed Assets create	`create_fixed_asset`

If you lack a required permission, the tool returns a message beginning Missing permission: and names the permission it wanted. A create tool that fails this check writes nothing. Permissions are not the only gate. Revenue recognition and some record types also require the corresponding subscription to be enabled for your organization, which returns a subscription error rather than a permission one.

Troubleshooting

General

Issue	Solution
`Missing permission:` from a tool	Your DualEntry role does not include the permission named in the message. Ask your administrator to update your access.
Stale data after permission change	Sign out and back in to apply changes immediately.

Cursor

Issue	Solution
”Add to Cursor” button does nothing	Confirm Cursor is installed and up to date, then add the server manually using the Cursor (manual) tab.
Server shows as disconnected	Open Cursor Settings > MCP and toggle the server off and on to retrigger the browser sign-in.

Claude

Issue	Solution
DualEntry is missing from the connector directory	On Team and Enterprise plans an Owner must add it under Organization settings > Connectors first. See Claude Connector Directory: Connect DualEntry.
Connector not available at all	Connectors require a Claude Pro, Max, Team, or Enterprise plan. Free plans cannot add them from the directory or as custom connectors.
Added for the organization but Claude has no access	Organization-level approval does not authenticate anyone. Each member connects and signs in individually from Customize > Connectors.
Connected during a sandbox evaluation, but no access after go-live	Some go-lives provision a new DualEntry organization rather than promoting the sandbox in place, and that new organization needs its own connection. See Troubleshooting in the connector directory guide.

Custom MCP clients

These issues apply when connecting via third-party clients that use OAuth 2.1 to authenticate with the MCP server.

Issue	Solution
Sign-in window does not appear	Your client must support OAuth 2.1-based MCP servers. Update to the latest version and verify OAuth support in your client’s documentation.
Connection timeout	Verify the MCP URL (`https://api.dualentry.com/mcp/`) is correct and that you can reach `api.dualentry.com` from your network.

Connect MCP Clients: connect a client and confirm it works.
Claude Connector Directory: Connect DualEntry: the directory path for Claude, including Owner approval on Team and Enterprise plans.
How to Post a Period-End Accrual from Claude: a worked example that prepares an accrual in Claude and posts it with save_record.
DualEntry Public API: the REST API behind the same accounting data.

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MCP Server: Tools, Permissions, and Troubleshooting

Authentication

Available tools

Finding records

Entities and companies

Writing records

Revenue recognition

Fixed assets

Bank matching

Example conversations

Permissions

Troubleshooting

General

Cursor

Claude

Custom MCP clients

​Authentication

​Available tools

​Finding records

​Entities and companies

​Writing records

​Revenue recognition

​Fixed assets

​Bank matching

​Example conversations

​Permissions

​Troubleshooting

​General

​Cursor

​Claude

​Custom MCP clients

​Related

Authentication

Available tools

Finding records

Entities and companies

Writing records

Revenue recognition

Fixed assets

Bank matching

Example conversations

Permissions

Troubleshooting

General

Cursor

Claude

Custom MCP clients

Related