| Tool | What it does |
|---|---|
| list_businesses | Lists all businesses you have access to in Digits, including both direct and affiliated entities. |
| select_business | Selects a specific business to work with for subsequent queries. |
| list_business_users | Lists all users who have access to a given business. |
| query_transactions | Searches and filters individual transactions with flexible options including date ranges, amounts, parties, and categories. |
| search_term | Resolves customer, vendor, category, department, or location names using fuzzy text matching. |
| list_departments | Lists all departments and their identifiers for a business. |
| list_locations | Lists all locations and their identifiers for a business. |
| list_categories | Lists all account categories and their types for a business. |
| dimensional_summarize_transactions | Aggregates transactions into multi-dimensional summaries, for example spending by category over time, or revenue by customer per quarter. |
| financial_statement | Generates complete financial statements: Profit & Loss, Balance Sheet, Cash Flow, and AR/AP Aging reports. Supports filtering by category, by one or more departments, and by one or more locations, so you can request a department- or location-specific P&L. Additional options include comparison lookback periods, showing account numbers, and fiscal-year start month |
| list_transactions | Lists individual transactions over a date range with filters for category, party, amount, department, location, and more. |
| read_transaction | Reads one transaction by its ID or a pasted transaction link. |
| list_invoices | Lists invoices created in Digits, filtered by status (pending, paid, voided, or all) or by customer. |
| read_invoice | Reads one invoice in full, including line items and discounts. |
| list_invoice_customers | Lists the invoice customers set up for a business. |
| list_connect_invoices | Lists invoices synced in from another system through a Connect integration, such as QuickBooks. |
| list_bills | Lists bills in Digits Bill Pay, including drafts, filtered by status or vendor. |
| read_bill | Reads one bill, including its lines, dates, vendor, and status. |
| list_bill_vendors | Finds vendors in Digits Bill Pay by name or email. |
| Tool | What it does |
|---|---|
| update_transaction_fields | Recategorizes existing transactions. Changes the category, vendor or customer, department, location, or tax status on up to 100 transactions at a time. Never changes amounts or dates. Works on bank-synced transactions. |
| create_transactions | Creates manual journal entries. Each entry needs balanced debit and credit lines. |
| update_transaction | Rewrites a manual journal entry: its date, memo, amounts, and lines. Only works on entries created manually, not on transactions synced from a bank or QuickBooks. |
| delete_transactions | Deletes transactions. Both sides of a journal entry are removed together. Can't delete scheduled or QuickBooks-sourced transactions. |
| create_invoice | Creates a new invoice as a Draft. It isn't emailed and doesn't post to the books until you send it from Digits. |
| update_invoice | Edits a Draft invoice. Sent invoices can't be edited this way, but their line items can be recategorized with update_transaction_fields. |
| duplicate_invoice | Creates a new Draft copy of an existing invoice. |
| void_invoice | Voids a sent invoice, reversing it in the books. Can include an internal note. |
| delete_invoice | Deletes a Draft invoice. Sent invoices must be voided instead. |
| create_bill | Creates a new bill as a Draft. Doesn't approve, pay, or post it. |
| update_bill | Edits a Draft bill. Bills past Draft must be edited in Digits. |
| approve_bill | Approves a bill, which posts it to the books. You must have approval permission and be an assigned approver on that bill. Doesn't schedule or send a payment. |
| delete_bill | Deletes a bill where Bill Pay permissions and the bill's status allow it. Doesn't cancel payments. |
| create_bill_vendor | Adds a vendor to Bill Pay by name and email. Doesn't send an invitation or set up bank details. |
| create_category | Adds a category to the chart of accounts under an existing parent. |
| update_category | Renames a category or changes its number, description, parent, type, or subtype. |
| set_category_status | Turns a category on or off. Categories can't be deleted, so turning one off is how it's retired. |
| propose_locked_period_change | Proposes a create, edit, recategorization, or deletion for transactions in a locked period. Nothing changes until an approver approves the proposal in Digits. |