Reference

Every tool Finn can use

The full list of tools Finn can call, with a plain-English line for each.

Every tool Finn can use, with what it does in plain English. There are 255. This list is generated from Finn herself, so it's always complete.

Read tools look things up. Write tools change something, and the ones that matter always ask you first.

Banking and transactions

Tool	What it does
`get_transactions`	Find bank transactions by date, amount, category or text
`get_income_by_currency`	Total income or spend split by currency
`get_balance`	Current bank balance
`sync_bank_feed`	Pull the latest transactions from connected banks
`get_bank_accounts`	List the business's bank accounts
`create_bank_account`	Add a bank account to upload statements into
`merge_bank_accounts`	Join a duplicate account into its live bank feed
`find_duplicate_bank_accounts`	Spot accounts that are really the same account
`check_bank_account_retirement`	Check whether an account can be safely removed
`retire_bank_account`	Archive or delete an account that's no longer used
`import_bank_statement`	Import a statement uploaded in chat
`confirm_csv_mapping`	Confirm how a spreadsheet's columns were read
`create_transaction`	Add a transaction by hand
`update_transaction`	Change a transaction's category, notes or VAT
`split_transaction`	Split one payment across several categories
`delete_transactions`	Delete transactions
`create_bank_rule`	Make a rule so a supplier always goes to one category
`get_reconciliation_status`	Each bank statement checked against the books
`get_statement_checks`	Statement balances vs book balances, per period
`mark_transactions_reconciled`	Mark a period's transactions as reconciled
`auto_match_receipts`	Match receipts to bank payments automatically
`find_unlinked_transactions`	Find payments with no receipt attached
`export_transactions`	Export a list of transactions to Excel
`get_fx_rates`	Exchange rates for any date

Documents

Tool	What it does
`search_documents`	Search uploaded receipts, invoices and statements
`read_document`	Read everything in an uploaded file
`read_trial_balance`	Read a trial balance from a PDF, photo or spreadsheet
`get_document_links`	Show what a document is attached to
`find_related_documents`	Find documents that probably belong to a record
`link_document`	Attach a document to a record
`unlink_document`	Detach a document from a record
`delete_documents`	Delete duplicate or wrong uploads
`retry_document`	Re-read a document that got stuck
`get_incoming_messages`	Read what arrived by email, WhatsApp, Slack or Telegram
`create_invoice_from_document`	Turn a timesheet or quote into an invoice
`create_bill_from_document`	Turn a supplier invoice or PO into a bill
`create_estimate_from_document`	Turn a document into a quote
`create_payroll_from_document`	Turn a timesheet into payroll entries

Sales and invoicing

Tool	What it does
`get_invoices`	List invoices
`create_invoice`	Draft an invoice
`update_invoice`	Edit a draft invoice
`update_invoice_status`	Mark an invoice paid, sent or cancelled
`send_invoice`	Email an invoice as a PDF
`chase_invoice`	Email a reminder for an overdue invoice
`match_transaction_to_invoice`	Link a payment to the invoice it pays
`unpay_invoice`	Undo a payment recorded against an invoice
`delete_invoice`	Delete a draft invoice
`get_recurring_invoices`	List repeat invoices
`create_recurring_invoice`	Set up a repeat invoice
`update_recurring_invoice`	Change a repeat invoice
`pause_recurring_invoice`	Pause a repeat invoice
`resume_recurring_invoice`	Restart a repeat invoice
`delete_recurring_invoice`	Delete a repeat invoice
`update_invoicing_settings`	Set invoice numbering, terms and footer
`get_estimates`	List quotes
`create_estimate`	Draft a quote
`update_estimate`	Edit a draft quote
`convert_estimate_to_invoice`	Turn an accepted quote into an invoice
`delete_estimate`	Delete a draft quote
`get_aged_debtors`	Who owes you, and how late

Bills and spending

Tool	What it does
`get_bills`	List supplier bills
`create_bill`	Record a supplier bill
`update_bill`	Edit a bill
`pay_bill`	Record a bill as paid
`unpay_bill`	Undo a bill payment
`cancel_bill`	Cancel a bill that shouldn't be paid
`delete_bill`	Delete a draft bill
`get_aged_creditors`	Who you owe, and how late
`get_expense_claims`	List staff expense claims
`get_expenses`	List expense claims (for connected AI apps)
`create_expense_claim`	Create an expense claim
`approve_expense_claim`	Approve or reject expense and mileage claims

Contacts, projects and pipeline

Tool	What it does
`get_contacts`	List customers and suppliers
`create_contact`	Add a contact
`update_contact`	Edit a contact
`find_contact_by_email`	Find a contact by email
`get_projects`	List projects
`get_project_pnl`	Profit and loss for one project
`assign_to_project`	Attach transactions, invoices or bills to a project
`update_project`	Rename or update a project
`delete_project`	Delete an empty project
`list_opportunities`	List open sales deals
`get_opportunity`	Full history of one deal
`create_opportunity`	Add a deal to the pipeline
`add_opportunity_note`	Log a note, call or meeting on a deal
`update_opportunity_stage`	Move a deal to its next stage
`draft_outreach_email`	Write a sales email for a deal
`draft_contract`	Draft a contract

Ledger and reports

Tool	What it does
`get_financial_snapshot`	Headline figures: cash, owed to you, you owe, profit
`get_profit_and_loss`	Profit and loss for any period
`get_balance_sheet`	Balance sheet at any date
`get_trial_balance`	Every account's debits and credits
`get_journal_entries`	List ledger entries
`create_journal_entry`	Post a manual journal
`get_chart_of_accounts`	List the accounts
`list_categories`	List transaction categories
`create_account_category`	Add an account
`update_account_category`	Change an account
`delete_account_category`	Remove an account
`apply_coa_pack`	Use a country's standard chart of accounts
`get_cash_flow_forecast`	13-week cash flow forecast
`get_budget_vs_actual`	Performance against budget
`get_year_on_year`	This year vs last year and before
`get_consolidated_report`	Group accounts across several companies
`get_goals`	List business goals
`create_goal`	Set a goal
`update_goal`	Update a goal's progress
`generate_workpaper`	Accountant-grade working papers for a tax form
`generate_bookkeeper_pack`	One Excel pack for a bookkeeper
`create_artifact`	Build a report or document beside the chat
`update_artifact`	Change a report Finn already built

Month-end and year-end

Tool	What it does
`get_month_close`	How closed a month is
`month_close_summary`	Everything needed to close a month, in one read
`approve_month_close`	Lock a month as closed
`reopen_month_close`	Reopen a closed month
`get_risk_flags`	Entries flagged for a second look
`resolve_risk_flag`	Record the answer to a flagged entry
`get_accounts_status`	Where the year-end accounts are up to
`prepare_annual_accounts`	Prepare draft year-end accounts
`get_filed_accounts_history`	Figures from accounts filed in past years
`set_working_period`	Switch which accounting year you're working in

Fixed assets

Tool	What it does
`get_fixed_assets`	List what the business owns
`create_fixed_asset`	Add an asset
`create_fixed_asset_from_transaction`	Turn a purchase into an asset
`link_transactions_to_fixed_asset`	Attach the payments that bought an asset
`update_fixed_asset`	Change an asset's life or value
`run_fixed_asset_depreciation`	Post depreciation up to date
`dispose_fixed_asset`	Record selling or scrapping an asset
`get_capital_allowance_hint`	Tax relief available on an asset

Tax and VAT

Tool	What it does
`get_vat_summary`	VAT figures and the 9 boxes
`calculate_vat_period`	Preview a VAT return without locking it
`get_vat_periods`	List VAT periods and their status
`lock_vat_period`	Finalise a VAT return's figures
`unlock_vat_period`	Reopen a VAT return before filing
`submit_vat_return`	File the VAT return to HMRC
`record_tax_payment`	Record a payment to the tax office
`get_hmrc_vat_obligations`	Returns HMRC expects, straight from HMRC
`get_hmrc_vat_liabilities`	What HMRC says you owe
`get_hmrc_vat_payments`	Payments HMRC has received
`check_vat_number`	Check a UK VAT number is real
`get_tax_facts`	Current UK tax rates and allowances
`search_tax_facts`	Search UK tax knowledge
`lookup_tax_rule`	Look up a verified tax rule
`list_tax_rules`	List the verified rules for the company's country
`get_gov_guidance`	Search official GOV.UK guidance
`draft_authority_response`	Draft a reply to a tax office letter
`get_cis_position`	Where the business stands on CIS
`add_cis_subcontractor`	Add a CIS subcontractor
`set_cis_materials_split`	Set the materials part of a CIS payment
`prepare_cis_return`	Draft the monthly CIS return
`generate_cis_statements`	Send each subcontractor their CIS statement
`get_gst_hst_return`	Canada: prepare the GST/HST return
`get_gifi_status`	Canada: check the GIFI is ready
`set_gifi_code`	Canada: map an account to a GIFI code
`calculate_estimated_tax`	US: quarterly estimated tax
`check_sales_tax_nexus`	US: which states you owe sales tax in
`generate_us_payroll_form`	US: 1099 and W-2 forms
`get_qfzp_status`	UAE: free zone corporate tax status
`get_advance_assurance`	SEIS/EIS readiness for investors
`save_advance_assurance_answers`	Save answers for the SEIS/EIS form
`build_advance_assurance_pack`	Build the SEIS/EIS pack for HMRC

Company admin and Companies House

Tool	What it does
`lookup_company`	Look up a company on its official register
`link_company`	Connect the company to its register record
`update_company`	Update the company's details
`file_annual_accounts`	File year-end accounts at Companies House
`mark_accounts_filed_elsewhere`	Record accounts filed by someone else
`file_confirmation_statement`	File the confirmation statement
`get_dividends`	List dividends
`create_dividend`	Record a dividend
`void_dividend`	Cancel a dividend recorded in error
`generate_dividend_documents`	Board minutes and dividend vouchers
`generate_statutory_document`	Board minutes, resolutions, share certificates
`get_dla_balance`	Director's loan account balance
`get_deadlines`	Upcoming tax and filing deadlines
`create_deadline`	Add a deadline
`update_deadline`	Change a deadline
`complete_deadline`	Mark a deadline done
`delete_deadline`	Dismiss a deadline
`create_task`	Add a task

Payroll and people

Tool	What it does
`list_employees`	List employees
`add_employee`	Add an employee
`update_employee`	Update an employee
`generate_payroll_run`	Run payroll for a pay date
`get_payroll_summary`	Payroll so far this year
`deel_list_contracts`	Contracts from Deel
`deel_get_people`	People in Deel
`deel_get_invoices`	Invoices from Deel
`deel_get_payment_receipts`	Contractor payments from Deel
`deel_calculate_employment_cost`	Cost of hiring someone in another country
`deel_calculate_take_home_pay`	Take-home pay in another country

Moving in from other software

Tool	What it does
`import_migration`	Bring in a mixed paste from old software in one go
`import_contacts`	Bring in customers and suppliers
`import_bank_accounts`	Bring in bank accounts and their balances
`import_open_invoices_bills`	Bring in unpaid invoices and bills
`import_estimates_recurring`	Bring in quotes and repeat invoices
`import_contracts_projects`	Bring in contracts and projects
`import_opening_balances`	Set starting balances from pasted figures
`import_opening_balances_from_document`	Set starting balances from an uploaded file
`import_past_year_accounts`	Store past years' accounts
`import_payroll`	Bring in payroll history
`import_vat_continuity`	Carry on VAT mid-year without restarting

Memory and knowledge

Tool	What it does
`recall_conversations`	Remember past conversations, including calls
`read_company_wiki`	Read the company's long-term memory
`search_company_wiki`	Search the company's long-term memory
`update_company_wiki`	Write something new into long-term memory
`update_person_profile`	Remember how this person likes to work
`read_wiki`	Read Finn's knowledge base
`search_wiki`	Search Finn's knowledge base
`search_casebook`	What experienced accountants do in this situation
`propose_play`	Suggest a new play for the casebook
`record_advice_outcome`	Record whether advice was taken
`get_attention`	Everything that needs the user, ranked

Account, support and channels

Tool	What it does
`what_can_you_do`	Finn explains what it can do
`get_integration_status`	What's connected
`switch_company`	Choose the default company for a channel
`resend_verification_email`	Re-send the email verification link
`request_human`	Bring a person into the conversation now
`forward_to_support`	Raise a support ticket
`update_support_ticket`	Add detail to an open ticket
`get_my_tickets`	Check support ticket status
`log_feature_interest`	Record a feature the customer wants
`get_subscription`	Plan, status and renewal
`list_subscription_invoices`	Subscription invoices
`pause_subscription`	Pause the subscription
`resume_subscription`	Restart the subscription
`cancel_subscription`	Cancel at the end of the period

Practice (accountancy firms)

Tool	What it does
`setup_practice`	Set up the practice on first run
`list_clients`	Every client with a one-line health check
`add_client`	Add a client
`rename_client`	Rename a client
`remove_client`	Remove a client
`import_client_list`	Bring in a whole client list at once
`migrate_client_book`	Move a client's books from old software
`lookup_company_number`	Look up a company number
`open_client`	Hand over to that client's own Finn
`get_cross_client_attention`	What needs doing this week across all clients
`list_jobs`	Jobs across the client book
`advance_job`	Move a job to its next stage
`assign_job`	Give a job to a team member
`list_rules`	The practice's standing instructions
`create_rule`	Turn a plain-English instruction into a rule
`ingest_meeting`	File a client meeting into that client's memory
`draft_proposal`	Draft a proposal for a prospect
`send_proposal`	Send a proposal and engagement letter for signature
`draft_engagement_letter`	Draft an engagement letter
`draft_advisory_memo`	Draft a year-end advice memo
`create_client_document`	Write a branded document for a client
`create_reconciliation_report_document`	Bank reconciliation report for a client
`send_client_document`	Email a document to a client
`schedule_client_document`	Send a client a document on a schedule
`list_client_document_schedules`	List scheduled client documents
`update_client_document_schedule`	Pause, resume or change a schedule
`set_client_contact`	Save the client's email
`ask_client`	Add questions for the client
`send_client_questions`	Email the client their questions