What the Cashfeed MCP server can do

Where to find it

Not an in-app screen — this is available once your AI assistant is connected via Cashfeed MCP connection

✅ Common tasks

Look up invoices and suppliers

1. Ask which organisations you can access, and specify one if you have several

2. Ask for invoices by supplier, status, date range, amount, or keyword

3. Ask for full details when you need line items, taxes, or ledger accounts

4. Ask for supplier details or a spend ranking instead of raw invoice lists

5. Confirm the exact invoice and change before asking the assistant to edit or approve it

Booked invoices often show quantity 1 — ask for the printed line-item quantity instead.

Check transactions and sales invoices

1. Ask for bank transactions filtered by date, amount, IBAN, or currency

2. Ask for totals or cash-flow summaries instead of every transaction line

3. Ask for outgoing sales invoices by status, recipient, or invoice number

4. Ask for a specific invoice or transaction when you know its identifier

A specific date range or filter gets you a much more useful answer for large result sets.

Review accounting, approvals and purchase orders

1. Ask for ledger accounts or analytic cost centres from your active accounting connection

2. Ask who holds approver permission or how many approvals are pending

3. Ask for current approval rule configuration (Owners and Admins only)

4. Ask for purchase orders or organisation settings context

Externally synced purchase orders can't be deleted through the assistant.

🔗 See also

• Cashfeed MCP connection

• Incoming invoices

• Suppliers (Companies)

• Transactions page

• Approval rules