API Reference

Complete reference for Stratacle MCP tools

Authentication

All API requests require a Bearer token in the Authorization header. Generate API keys from Settings → MCP Keys in your dashboard.

Authorization: Bearer your_api_key_here

https://accounting.stratacle.com/mcp/sse

The MCP server uses Server-Sent Events (SSE) transport with JSON-RPC 2.0 protocol.

list_clients

List all clients for the current user. Returns client names, emails, and status.

Parameters

Name	Type	Required	Description
`status`	string	No	Filter: "active", "inactive", or "all"
`limit`	integer	No	Max results (1–100, default: 50)

search_clients

Search clients by name or email.

Parameters

Name	Type	Required	Description
`query`	string	Yes	Search term to match against name or email

get_client

Get detailed information about a specific client.

Parameters

Name	Type	Required	Description
`client_id`	string (UUID)	Yes	UUID of the client

list_deadlines

List upcoming deadlines. Can filter by date range or client.

Parameters

Name	Type	Required	Description
`days_ahead`	integer	No	Days to look ahead (1–365, default: 30)
`client_id`	string (UUID)	No	Filter for a specific client
`include_completed`	boolean	No	Include completed deadlines (default: false)

list_document_requests

List document requests and their status.

Parameters

Name	Type	Required	Description
`status`	string	No	Filter: "pending", "completed", "overdue", or "all"
`client_id`	string (UUID)	No	Filter for a specific client

get_audit_events

Get recent audit events for compliance tracking.

Parameters

Name	Type	Required	Description
`limit`	integer	No	Max events (1–100, default: 20)
`resource_type`	string	No	Filter by type (e.g., "client", "document", "deadline")

generate_document_template

Generate a professional document template using AI. Supports engagement letters, tax cover letters, client correspondence, and document requests.

Parameters

Name	Type	Required	Description
`document_type`	string	Yes	"engagement_letter", "tax_cover_letter", "client_correspondence", or "document_request"
`client_id`	string (UUID)	No	Enriches template with client details
`context`	string	No	Additional context (e.g., "Annual tax prep, fee: $2,500")

create_document_request

Create a new document request and optionally email it to the client.

Parameters

Name	Type	Required	Description
`client_id`	string (UUID)	Yes	Client to request documents from
`documents`	string[]	Yes	List of documents (e.g., ["W-2", "1099-INT"])
`due_date`	string	No	Due date in YYYY-MM-DD format
`message`	string	No	Custom message for the request email
`send_email`	boolean	No	Send email notification (default: true)

Errors are returned as JSON-RPC error responses:

Code	Meaning
`401`	Invalid or missing API key
`403`	Key expired or revoked
`404`	Resource not found (e.g., invalid client_id)
`500`	Internal server error