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Platform mode uses POST/GET/DELETE …/mcp. Default groups are core and reporting. The agent must call set_active_business with a Layer business UUID before business-scoped tools. Platform cannot mutate business accounting data (no categorize, imports, voids, or journal entries). It can create and update businesses, read many shared resources, and run platform analytics. Always-load on platform: set_active_business, get_all_businesses, get_financial_report, get_profitability_report. See Authentication for the /mcp URL.

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Sequence: inspect a customer

1

Find the business

get_all_businesses, or get_business when you already have the UUID.
2

Pin the session

set_active_business (always-load).
3

Read reports or activity

get_financial_report for P&L, balance sheet, cash flow, trial balance, and aging. get_profitability_report buckets businesses by net income (platform analytics only).

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Onboarding

  • create_business — POST /v1/businesses. external_id is the idempotency key. Does not mutate an existing ledger.
  • update_business — PUT /v1/businesses/{businessId}
  • get_business — platform and business
  • get_all_businesses — always-load composite
REST: Business onboarding.

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Analytics and bookkeeping status

  • get_profitability_report — always-load. Platform analytics; amounts in cents. Search: profitability.
  • get_platform_activity_summary — GET /v2/activity
  • list_bookkeeping_businesses — GET /v1/reports/bookkeeping

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Billing exports

1

Create the job

create_billing_report_export — POST /v1/billing/reports
2

Poll

list_exports / get_export — GET /v1/exports
Search phrases: set active business, profitability, activity summary, billing export.