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Layer’s MCP server can retrieve and act on bank transactions for the configured business. These tools let an AI agent review transactions, choose valid categories, confirm matches, and submit bulk bookkeeping actions through Layer.

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Available Tools

  • get_bank_transactions fetches bank transactions with filters for date range, direction, amount, categorization status, description, merchant, customer, vendor, external account, tags, and general search.
  • get_chart_of_accounts returns the business’s chart of accounts so an agent can choose valid account IDs or stable account names before categorizing.
  • categorize_bank_transaction categorizes one transaction to a single account, splits it across multiple categories, or excludes it for a supported exclusion reason.
  • match_bank_transaction confirms a suggested match for one bank transaction.
  • bulk_match_or_categorize_bank_transactions matches and categorizes multiple transactions in one request.

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Bulk Categorization And Matching

Bulk review is useful when an agent has enough context to resolve many transactions at once. The MCP tool accepts a map of transaction IDs to actions:
  • match confirms a suggested match for the transaction.
  • categorize applies either a single category or a split categorization.
Internally, the MCP server submits the same request shape used by Layer’s API docs for Bulk Match or Categorize Bank Transactions. The server builds a POST request to /v1/businesses/{businessId}/bank-transactions/bulk-match-or-categorize, using the active business context from the MCP session. Single-transaction categorization and matching follow the same pattern: the MCP tool validates the tool input, then triggers the corresponding Layer API request documented in Categorize Bank Transaction or Match Bank Transaction.

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Amounts

Amounts passed to or returned from MCP transaction tools are represented in cents. Agents should convert values to dollars when presenting answers to users.