Dext

Get live bank account balances directly from Xero for a connected client. Returns current balances for all bank accounts. Requires the client to be connected to Xero.

Find an invoice by its invoice number (exact match, case-insensitive). Returns invoice details including dates, amounts, status, and contact information. Invoice numbers are not always unique: when several invoices share the number, the response has count and an invoices list (newest first) instead of invoice. To list or filter many invoices, use list_invoices.

Get aged payables (creditors) breakdown for a client: money the client owes suppliers, as at the dashboard reporting date. Shows outstanding bills, credit notes and overpayments grouped by days past due (0-30, 31-60, 61-90, 90+). Summary totals cover all suppliers, not just the returned page. For money owed to the client, use list_aged_receivables.

Get aged receivables (debtors) breakdown for a client: money customers owe the client, as at the dashboard reporting date. Shows outstanding invoices, credit notes and overpayments grouped by days past due (0-30, 31-60, 61-90, 90+). Summary totals cover all customers, not just the returned page. For money the client owes suppliers, use list_aged_payables.

Get fixed asset register for a client. Returns asset cost, depreciation, asset type, purchase date, and book value. Summary totals cover every asset matching the status filter, not just the returned page.

List workflow checks available for the practice. Returns check names, descriptions, associated insights, and active status.

List workflows (flows) for a specific organisation. Returns workflow details including status, progress, assigned user, and dates. Filter by client CRN, status, or assigned user.

List the Data Health insight types: name, description, category and typical severity. The catalogue is the same for every client; severity is not a result for this client. dismissedFindings counts the individual findings users have dismissed for this client. For this client's current results, use get_client_stats.

List invoices for a client. Returns invoice details including dates, amounts (total, due, paid, credited), status, and contact information. To look up invoices by invoice number, use invoice_lookup.

List journals (accounting entries) for a client. Filter by date range, source type, or search by reference, narration or line description. Summary totals cover all journals matching the filters, not just the returned page. For payroll journals specifically, use list_wages_journals.

List wages/payroll journals for a client within a specific period: journals posting to wage expense accounts (wages, salaries, employer NIC, pensions, directors' remuneration). Amounts are the signed movement on those accounts, so reversed payslips net off. Summary totals cover all matching journals, not just the returned page. Helps identify if wages journals are missing or need posting.

List the practices (also called organisations) the current user can access. Start here: every other tool needs a practice_crn, and this returns the available ones.

List users of a practice. Results use cursor-based pagination (50 per page). Pass the end_cursor value as the after parameter to fetch the next page. Returns the practice's staff; use client_users for a client's own users. total_count gives the total number of users across all pages.

Send the user's feedback about this MCP to the Dext team. Call it when the user hits a bug, a blocker, or a missing capability, or asks to send feedback. Only send with the user's agreement. Do not include the conversation transcript.

Time spent by colleagues in the practice. Shows each colleague's total time spent, number of active clients, and active days. Results use cursor-based pagination (20 per page). Pass the end_cursor value as the after parameter to fetch the next page. total_count gives the total number of colleagues with time tracked across all pages. time_spent is in minutes. For one colleague's breakdown by client, use colleague_time_spent. For time by client, use time_spent.

Time distribution across clients for the practice. Shows which clients consume the most time. Sorted by time spent. Results use cursor-based pagination (20 per page). Pass the end_cursor value as the after parameter to fetch the next page. total_count gives the total number of clients with time tracked across all pages. Times are in minutes. total_practice_time_minutes and percentage_of_total cover the whole practice for the period, not just the returned page. For time grouped by colleague rather than client, use team_time_spent or colleague_time_spent.