Briefcase (Preview)

Ask your books anything: transactions, VAT, bills, claims and reports.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Briefcase
URL https://briefcase.so
Email support@briefcase.so
Connector Metadata
Publisher Briefcase
Website https://briefcase.so
Privacy Policy https://briefcase.so/privacy-policy
Categories AI;Data

Briefcase

Briefcase is accounting software for UK businesses and their accountants. It reads receipts, invoices and bank lines, codes them with the reasoning shown, and keeps the books up to date in Briefcase Ledger, Xero or QuickBooks.

This MCP server lets Microsoft 365 Copilot and Copilot Studio agents work with Briefcase as the signed-in user: answer questions about a client's books, upload documents, review and publish transactions, prepare expense claims, manage the financial close and, for Briefcase Ledger clients, run reports, post manual journals and raise sales invoices.

Publisher

Briefcase Tech Ltd (https://briefcase.so)

Prerequisites

  • A Briefcase account (https://app.briefcase.so) with access to at least one client.
  • AI assistants allowed in the Briefcase workspace. Workspace admins control this in Settings > AI assistants.

Supported operations

52 tools, grouped by area. Every tool acts as the signed-in user, on the clients chosen when connecting.

Account and clients

  • briefcase_get_connection (Get connection): Identify the signed-in Briefcase user, workspace and this assistant grant.
  • briefcase_list_clients (List clients): List clients this user can access under the grant, with awaiting-review, processing, failed and published counts.
  • briefcase_get_client (Get client): One client: name, ledger type (Xero, QuickBooks or Briefcase Ledger), document-forwarding email, whether Autopilot is on, and for Briefcase Ledger clients the general ledger lock date.
  • briefcase_list_users (List users): List permitted workspace or client users with roles, effective permissions and visible client assignments. Existing user-directory restrictions apply.
  • briefcase_list_contacts (List contacts): Search suppliers, customers and claimants for a client.
  • briefcase_get_contact (Get contact): Contact detail for a client-bound id.
  • briefcase_get_reference_data (Get reference data): Lookup accounts, tax rates, tracking categories, currencies, businesses, properties, claimants or sales items (Briefcase Ledger; used by briefcase_raise_sales_invoice). Returns up to 150 items with the full total; narrow accounts with account_class or search_term.
  • briefcase_list_ai_memories (List AI memories): The active AI memories for a client: processing rules Briefcase applies to its documents, such as how to code a supplier or which due date convention to use.

Documents and transactions

  • briefcase_create_document_upload (Create document upload): Start an upload: returns a short-lived upload URL, a Briefcase browser upload link and the client forwarding email. When file is supplied, Briefcase downloads that file itself and the upload is ready to submit. note carries the user's processing instructions, as typed in the app, and Briefcase applies them: the account or purpose to code to, the tracking category, project or location (Xero and QuickBooks), percentage splits, keeping lines separate or combining them, and filing a receipt as an employee's expense claim (added to their monthly claim).
  • briefcase_submit_document (Submit document): Submit a file uploaded through briefcase_create_document_upload for processing, exactly like an upload in the Briefcase app. Returns an operation to follow with briefcase_get_operation; a document that produces no transaction is reported as a failure.
  • briefcase_get_operation (Get operation): Durable status for a write or denied write. Successful reads are not stored.
  • briefcase_get_attachment_download (Get attachment download): Short-lived download URL for a client-bound attachment, including a raised sales invoice PDF (pdf.attachment_id from briefcase_get_sales_invoice). Signed links stop working at expires_at.
  • briefcase_list_transactions (List transactions): Search and filter awaiting-review, processing, published or archived transactions.
  • briefcase_get_transaction (Get transaction): Customer-visible transaction detail, line items, attachments, Autopilot explanation and publish blockers.
  • briefcase_update_transaction (Update transaction): Save transaction edits without publishing. Last write wins. Only the fields supplied are changed. When line_items is supplied it is the full set to keep: existing line items left out are removed; omit line_items to leave them unchanged.
  • briefcase_publish_transaction (Publish transaction): Publish a reviewed transaction to the ledger. Preview returns blockers and the ledger action; execute posts to the Briefcase ledger or creates the Xero/QuickBooks document.
  • briefcase_archive_transaction (Archive transaction): Archive a transaction, reversing its ledger postings where applicable. Preview shows the ledger action and schedule impact. Only reason DELETED is supported.
  • briefcase_list_archived_documents (List archived documents): Archived transactions, candidates, bank statements, supplier statements and sales invoices.
  • briefcase_get_archived_document (Get archived document): One archived item by archive id.
  • briefcase_unarchive_document (Unarchive document): Restore an archived transaction, candidate or statement. Sales invoices cannot be unarchived.

Expense claims

  • briefcase_list_expense_claims (List expense claims): List expense claims for a client.
  • briefcase_get_expense_claim (Get expense claim): Expense claim detail, membership and publish state.
  • briefcase_create_expense_claim (Create expense claim): Create a claim from one or more unpublished transactions.
  • briefcase_add_claim_transactions (Add claim transactions): Add unpublished transactions to an existing claim.
  • briefcase_remove_claim_transaction (Remove claim transaction): Remove a transaction from an unpublished claim.
  • briefcase_publish_expense_claim (Publish expense claim): Publish an expense claim using its stored claimant, date and currency unless overridden. Preview returns blockers and the values that would be used.
  • briefcase_delete_expense_claim (Delete expense claim): Delete an expense claim, reversing its Briefcase journals or deleting its Xero invoice if published; refused while a payment is applied. Receipts return to review unless archive_transactions is true.

Bank

  • briefcase_list_bank_statements (List bank statements): Bank statements for a client, with match status.
  • briefcase_get_bank_statement (Get bank statement): Bank statement detail and lines.
  • briefcase_list_bank_transactions (List bank transactions): Ledger bank feed lines for a Briefcase bank account, newest first. running_balance is the reconciled balance after each reconciled line, as in Briefcase; unreconciled lines have none. Connect clients return UNSUPPORTED_CAPABILITY.

Financial close

  • briefcase_list_close_items (List close items): List prepayments, deferred income, fixed assets or accruals. Schedules carry a period_summary, not their periods; get one with briefcase_get_close_item for its periods. Accruals include typed parent and adjustment references; archived accrual reads return archived adjustments, not archived parents.
  • briefcase_get_close_item (Get close item): One financial-close item for the given module. Schedules return up to 120 periods, starting a year before the next unposted period; pass period_start_date and period_end_date for others. A schedule created from a document has a negative first period moving the unreleased amount to the balance sheet; one created without a document holds it in opening_balance. For accruals, identify whether the target is a parent recurring expense or an adjustment, including archived adjustments.
  • briefcase_get_close_tracker (Get close tracker): Period grid for prepayment, deferred income and fixed assets. Accrual tracker math is not that grid. Default range is the current calendar year.
  • briefcase_create_close_item (Create close item): Create a draft close item awaiting review; nothing posts. Prepayment and deferred income need amount, start_date, end_date, the contact and both accounts; periods are generated monthly unless supplied. Fixed asset needs amount (cost), acquisition_date, residual_value, useful_life_months and asset_account_id. Accrual needs date, description, liability_account_id and either lines or expense_account_id with amount, and returns recurring_expense_id plus adjustment_id.
  • briefcase_update_close_item (Update close item): Save edits to a close item that is still in review; nothing posts. Only the fields supplied change. Changing amount, dates, frequency or opening balance regenerates the periods unless periods are supplied. Accrual edits target the draft adjustment (close_item_id is the adjustment_id) and keep linked draft reversals in step.
  • briefcase_publish_close_item (Publish close item): Publish a close item and post its schedule or accrual.
  • briefcase_archive_close_item (Archive close item): Archive a close item. Prepayments, deferred income and fixed assets are archived and their posted journals reversed. For accruals, only draft adjustments can be archived, not committed adjustments or the recurring expense itself.
  • briefcase_unarchive_close_item (Unarchive close item): Restore an archived close item so it can be edited or published again. Nothing is posted when it is restored.

Reports and journals (Briefcase Ledger)

  • briefcase_get_profit_and_loss (Get profit and loss): Profit and loss for a Briefcase Ledger client over a date range, by revenue and expense account, with cost of sales, gross profit and an optional comparison range. Accounts with no movement are left out. Account ids work as account_id in briefcase_list_journals. Connect clients return UNSUPPORTED_CAPABILITY.
  • briefcase_get_balance_sheet (Get balance sheet): Balance sheet for a Briefcase Ledger client as at a date (default today), by asset, liability and equity account, with retained earnings and an optional comparison date. Accounts with a zero balance are left out. Connect clients return UNSUPPORTED_CAPABILITY.
  • briefcase_get_trial_balance (Get trial balance): Trial balance for a Briefcase Ledger client as at a date (default today): every account with a balance in a debit or credit column, revenue and expense accounts for the financial year to date, earlier profit as retained earnings brought forward, and totals that agree when the ledger balances. Uses the client financial year end, or 6 April for individuals and 1 January for companies without one. Connect clients return UNSUPPORTED_CAPABILITY.
  • briefcase_get_working_paper (Get working paper): Working papers (period close) for a Briefcase Ledger client: the recent periods newest first, plus the latest one or the one named in full. Shows close status, what is left to clear (bank blockers, pending statements, open client requests), unpublished invoices and draft adjustments dated in the period, and each balance sheet account's reconciliation: status, who signed it off and when, supported balance and difference, and whether the balance changed since sign-off. Dormant accounts are counted, not listed. Read only; reconciling and closing happen in Briefcase. Connect clients return UNSUPPORTED_CAPABILITY.
  • briefcase_get_aged_report (Get aged report): Aged creditors (ACCOUNTS_PAYABLE) or aged debtors (ACCOUNTS_RECEIVABLE) for a Briefcase Ledger client as at a date (default today): bucket totals for every contact, then contacts ordered by amount outstanding with up to 10 invoices each. Pass contact_id for one contact in full. Connect clients return UNSUPPORTED_CAPABILITY.
  • briefcase_list_journals (List journals): General ledger journals for a Briefcase Ledger client, newest first. Pass account_id for account activity: debit, credit and totals then cover that account only. Connect clients return UNSUPPORTED_CAPABILITY.
  • briefcase_get_journal (Get journal): One general ledger journal with its lines, source document links and reversal links. Connect clients return UNSUPPORTED_CAPABILITY.
  • briefcase_create_manual_journal (Create manual journal): Post a manual journal on a Briefcase Ledger client. Lines are gross amounts in major units, one of debit or credit each; a tax_rate_id splits VAT to the VAT account. Revenue, expense and fixed asset lines need a tax_rate_id (No VAT when nothing applies); every other line must omit it. Preview blocks locked periods, unbalanced lines, missing or misplaced tax rates, reserved or deleted accounts and lines spanning businesses or properties. Reversal is web-only. Connect clients return UNSUPPORTED_CAPABILITY.

Sales invoices (Briefcase Ledger)

  • briefcase_list_sales_invoices (List sales invoices): Sales invoices raised in Briefcase for a Briefcase Ledger client, newest first. Default statuses are all. Connect clients return UNSUPPORTED_CAPABILITY.
  • briefcase_get_sales_invoice (Get sales invoice): One raised sales invoice with lines, totals, outstanding balance, payments and emails. Download the PDF with briefcase_get_attachment_download using pdf.attachment_id. Connect clients return UNSUPPORTED_CAPABILITY.
  • briefcase_raise_sales_invoice (Raise sales invoice): Raise and post a sales invoice for a Briefcase Ledger customer from sales items (briefcase_get_reference_data kind items). Bank details default to the business's pay-into account. Preview shows lines and totals and blocks locked periods and missing issuer or customer details. Never emails the customer; reversal is web-only. Connect clients return UNSUPPORTED_CAPABILITY.
  • briefcase_create_customer (Create customer): Add a customer to a Briefcase Ledger client. Preview lists existing contacts with a similar name or the same email; execute refuses while any exist unless confirm_new_despite_candidates is true. A contact with exactly the same name is reused, not duplicated. Connect clients return UNSUPPORTED_CAPABILITY.

Help

  • briefcase_search_help (Search help): Search published help articles.
  • briefcase_get_help_article (Get help article): Published help article or product update body.

Obtaining credentials

Briefcase uses OAuth 2.0 with the user's Briefcase sign-in. When a connection is created, Briefcase asks the user to sign in, choose which clients the assistant may use, and approve. Nothing needs setting up in Briefcase beforehand.

Getting started

  1. Add Briefcase to your agent and create a connection.
  2. Sign in to Briefcase, choose your clients and approve.
  3. Ask, for example:
    • Who owes us money?
    • Which bills are waiting for review?
    • What did we spend on software this year?
    • Upload this receipt to Dunder Mifflin.

Known issues and limitations

  • Reports (profit and loss, balance sheet, trial balance, aged debtors and creditors, working papers), journals, manual journals, bank feed lines, sales invoices and customers work only for Briefcase Ledger clients. For clients whose books are kept in Xero or QuickBooks these tools return UNSUPPORTED_CAPABILITY; use the ledger's own reports instead.
  • The assistant has the signed-in user's permissions, on the clients chosen when connecting. A tool the user is not allowed to use returns FORBIDDEN. Workspace admins can turn AI assistants off, or allow reads only.
  • Tools that publish, archive or restore take a mode: preview shows the effect without changing anything, and execute makes the change and needs an idempotency_key, so a retried call does not repeat it.
  • No tool moves money or pays bills.
  • A read response over 80,000 characters is refused with a request to narrow it (a search term, a date range or a smaller page size).
  • Each connection is limited to 120 requests a minute.
  • Access tokens last an hour and refresh automatically. A connection that is not used for 30 days has to sign in again. Disconnecting in Briefcase (Settings > AI assistants) revokes it at once.
  • Successful reads are not recorded in Briefcase's activity log; writes and refused requests are.

Support

Actions

Briefcase

Ask your books anything: transactions, VAT, bills, claims and reports.

Briefcase

Operation ID:
InvokeMCP

Ask your books anything: transactions, VAT, bills, claims and reports.