Era Context MCP integratie

Accounts check account balance

Get the current and available balance for a specific account, including credit limit if applicable. Requires an account_group_key from accounts__list_financial_accounts. Use when the user asks about a specific account's balance rather than all accounts.

Accounts list financial accounts

List all linked bank accounts, credit cards, and investment accounts with current and available balances. Use this when the user asks about their accounts, which banks they use, or when you need an account_group_key to pass to other tools like accounts__check_account_balance or transactions__list_t…

Accounts manage account

Manage financial accounts in the user's universe — both manually tracked accounts and accounts synced from a connected banking provider. Actions: 'create' a new manual account (manual only), 'update' to change account properties (account_name is account-type-agnostic; account_type/institution_name/…

Accounts set account visibility

Set the visibility of a single financial account. Pass visible=true to show an account or visible=false to hide it. Hidden accounts are excluded from analytics and summaries. Use accounts__list_financial_accounts (with include_hidden=true) to get the account_group_key. Accounts excluded by tier enf…

Accounts toggle balance backfill

Toggle balance backfill for an account group. When enabled, balances are derived from cumulative transaction history rather than relying solely on explicit balance snapshots. This is useful for accounts that have transaction data but lack balance snapshots (e.g., CSV-imported accounts). This featur…

Billing cancel subscription

Initiate subscription cancellation. This is a three-path retention gate. Step 1: Call WITHOUT a confirmation_key — the tool returns a retention offer with a 50% discount coupon for the next billing cycle and a confirmation key. Present this offer to the user. Step 2a: If the user accepts the discou…

Billing get current plan

Get the user's current subscription plan, tier, usage against meter limits, and what the next tier up would unlock. Use for questions like 'what plan am I on?', 'how many API calls do I have left?', or 'what am I paying for?'. Call billing__list_plans if the user wants to compare all available tier…

Billing list payments

List the user's past invoices — what they were charged, when, for which service period, and whether each was paid. Use for 'what have I been charged?', 'when was I last billed?', or 'show me my receipts'. Amounts are in minor currency units (cents for USD). Pagination is forward-only and cursor-bas…

Billing list plans

List all available subscription plans with pricing, billing periods, feature comparisons relative to the user's current tier, and free trial eligibility. Use for questions like 'what plans are available?', 'how much does the automate plan cost?', or 'can I get a free trial?'. Returns each tier mark…

Billing list subscriptions

List what the user is actually being charged for right now, read live from Stripe, broken down by individual line item. Use for 'what am I paying for?', 'when does my subscription renew?', 'how much is my add-on?', or 'am I being charged twice?'. Each subscription carries one or more items, and pri…

Billing uncancel subscription

Un-cancel a subscription that Stripe holds a scheduled cancellation for, in either of the two mutually exclusive expressions Stripe stores one in: the cancel_at_period_end flag, or a concrete cancel_at instant with that flag false. Clears the scheduled cancellation and optionally applies a 50% off …

Billing upgrade

Start a subscription upgrade or plan change. Returns either a confirmation that the change was applied immediately (for existing subscribers changing tiers) or a secure checkout URL the user must visit to complete payment. Use when the user says 'I want to upgrade to automate', 'switch me to the ye…