# Bleez MCP MCP

> Bleez MCP connects your AI agent directly to French accounting workflows, giving you full control over financial documents and bookkeeping entries. You can create invoices, log new journal entries, upload PDFs for automated processing, and pull detailed client or supplier directories using simple chat commands.

## Overview
- **Category:** document-management
- **Price:** Free
- **Tags:** ledger-management, invoicing, accounting-automation, journal-entries, financial-records, document-processing

## Description

This connector lets you handle complex French accounting tasks through natural conversation. Forget manually navigating dozens of tabs to find a customer ID or spending hours reconciling paper receipts. With this MCP, your AI agent acts like a dedicated virtual accountant, talking directly to the Bleez system.

You can ask it to list all active suppliers and then immediately instruct it to generate an invoice for one of them. It handles the whole sequence, making sure every piece of data—from the original document upload to the final ledger entry—is perfectly tracked. If you're using Vinkius, you get access to this Bleez MCP right alongside thousands of other business tools, keeping your entire operational suite in one place.

It takes the headache out of finance management. Whether it’s creating a new accounting journal entry or retrieving metadata about an organization folder, you just talk to your agent and watch the work get done.

## Tools

### create_accounting_entry
Creates a brand new, double-entry accounting record by specifying the date, label, and associated accounts.

### create_invoice
Generates and logs a new invoice against a specific contact ID and amount.

### get_account_info
Retrieves the current, operational settings for your overall accounting account.

### list_accounting_entries
Fetches a complete list of all historical journal entries from the ledger.

### list_customers
Retrieves and displays the full contact directory for every customer in your system.

### list_invoices
Provides a list of all invoices, allowing you to track their status and details.

### list_suppliers
Displays the complete contact directory for every supplier in your system.

### upload_document
Takes a digital file (PDF/Image) and deposits it into the Bleez module for automatic processing.

## Prompt Examples

**Prompt:** 
```
List all active customers in my Bleez folder.
```

**Response:** 
```
I've retrieved your client directory. You currently have 50 active customers, including 'Vinkius SARL' and 'Global Tech'. Would you like the detailed metadata for a specific contact?
```

**Prompt:** 
```
Upload the file 'invoice_123.pdf' to Bleez for processing.
```

**Response:** 
```
Document uploaded! I've successfully deposited 'invoice_123.pdf' into your 'Factures à traiter' module. Bleez is now processing the content for your ledger. Need help checking the status?
```

**Prompt:** 
```
Show the last 5 accounting entries recorded this month.
```

**Response:** 
```
Accessing ledger... I found 5 recent entries including a payment for 'Electricity' and 4 sales records. The total volume is within high-fidelity norms for April. Shall I retrieve the detailed account lines?
```

## Capabilities

### Process New Accounting Entries
You can programmatically log full accounting entries by providing the date, label, and necessary account lines.

### Generate Invoices
The tool creates a new sales or purchase invoice for a specific contact using a defined amount.

### Retrieve Account Settings
You fetch the current, up-to-date configuration and settings for your main accounting account.

### List Ledger Entries
The agent pulls a comprehensive list of all historical financial journal entries recorded in the system.

### Manage Contacts
You get full directories listing every customer and every supplier associated with your account.

### Process Documents
The tool accepts digital files (like PDFs or images) and uploads them to the system for automated financial analysis.

## Use Cases

### Reconciling Receipts
A small business owner gets a batch of receipts. Instead of manually entering everything, they prompt their agent: 'Upload these PDFs and log the transactions.' The agent uses upload_document to process them, then uses create_accounting_entry to record the entries.

### Billing a New Client
An accountant needs to bill 'Global Tech' but doesn't have their ID. They prompt: 'List all active customers and find Global Tech.' The agent uses list_customers, gets the ID, and then executes create_invoice for them.

### Auditing Ledger Changes
A finance analyst suspects an entry was made incorrectly. They tell their agent: 'Show me all accounting entries from last month.' The agent uses list_accounting_entries to give a full, auditable history.

### Updating Vendor Records
The team realizes they need new contact data for a vendor. They ask the agent to 'List all suppliers' to verify the current records and confirm mailing addresses before updating them.

## Benefits

- Stop logging in and out. You manage everything—from listing suppliers to creating an invoice—all through one chat window with your agent.
- Get instant visibility into financial history. Need to know the last five entries? Use list_accounting_entries, and your agent pulls it immediately without you building a complex query.
- Keep paper clutter off your desk. Uploading documents using upload_document deposits files directly into the processing module, keeping your records digital and traceable.
- Never lose track of who owes what. By listing invoices or checking out list_customers, your agent gives you real-time status updates on every transaction.
- Build transactions from scratch. Use create_accounting_entry when a simple invoice isn't enough; this tool lets you log complex journal entries with full detail.

## How It Works

The bottom line is: once connected, you use plain language prompts to control complex financial actions that used to require multiple logins and manual data entry.

1. First, subscribe to this MCP and grab your Encrypted Folder Key from your Bleez dashboard. This key authorizes your agent.
2. Next, connect that key to your preferred AI client (Claude, Cursor, etc.). Your agent now has the necessary access rights.
3. Finally, just chat with your agent. You tell it what you need—like 'list all invoices'—and it performs the action in real time.

## Frequently Asked Questions

**How do I use list_accounting_entries to check my books?**
You simply ask your agent to run the tool, specifying a date range if needed. It pulls all journal entries from the ledger and presents them in plain text right away.

**Does create_invoice need me to know the customer ID?**
No. You just give your agent the name or contact details, and it finds the necessary ID internally before executing create_invoice for you.

**What's the difference between list_customers and list_suppliers?**
list_customers pulls records for people who pay you money. list_suppliers pulls records for vendors or companies that sell goods to you.

**Can I create an accounting entry without uploading a document first?**
Yes, if you know all the data points (date, label, accounts), you can use create_accounting_entry directly. However, it's safer to upload the source proof first.

**What security measures should I use when running a command like `upload_document`?**
The system requires your Encrypted Folder Key. This key ensures that all documents uploaded are securely authenticated and routed directly into the proper 'Factures à traiter' module for processing.

**If I use `create_accounting_entry`, what happens if my data is incomplete?**
The agent will return a specific error code detailing which field failed. You must check the date, label, and account lines to ensure all required parameters are provided before retrying the entry.

**Are there any limits if I run `list_invoices` for many years of data?**
Yes, very large requests may require pagination. To handle extensive record counts, break your request into smaller batches or specify a date range to manage the load efficiently.

**Should I run `get_account_info` before attempting to create an invoice with `create_invoice`?**
It's smart practice to check it first. Running this command confirms your current account settings, validating default rates and ensuring we use the correct organizational identifiers for the new record.

**How do I find my Bleez Encrypted Folder Key?**
Log in to your Bleez account, navigate to **Administration** > **Dossier** > **Paramétrages**, and copy the **Clé du dossier encryptée**.

**Can I upload invoices for processing via AI?**
Yes! The `upload_document` tool allows you to deposit PDF or image files directly into the Bleez automated processing queue programmatically.

**Does it support French journal entries?**
Absolutely. The `list_accounting_entries` and `create_accounting_entry` tools are designed for standard French accounting ledger orchestration.