# Ownrecord > Ownrecord lets software and AI companies sell worldwide in their own name, with correct tax, invoices, subscriptions and filings. Every documentation page is also available as plain markdown: add `.md` to its URL. The complete documentation in one file: [llms-full.txt](https://ownrecord.io/llms-full.txt). ## Overview - [Ownrecord documentation](https://ownrecord.io/docs.md): Ownrecord lets software and AI companies sell worldwide in their own name, with correct tax, invoices, subscriptions and filings. ## Concepts - [Concepts](https://ownrecord.io/docs/concepts.md): The ideas behind Ownrecord's data model and rules. Read these before you integrate. - [Account model](https://ownrecord.io/docs/concepts/account-model.md): Organizations, legal entities and brands, how people get access through memberships, and how data stays isolated. - [Test and live mode](https://ownrecord.io/docs/concepts/test-and-live-mode.md): Every brand has a test mode and a live mode. Test mode is a complete parallel world where nothing touches real money or real tax obligations. - [Tax engine](https://ownrecord.io/docs/concepts/tax-engine.md): How Ownrecord decides which tax applies to a sale, and why it stops a sale rather than guess. - [Registrations](https://ownrecord.io/docs/concepts/registrations.md): Ownrecord tracks, for each entity and tax regime, whether you're registered, in a grace period, below a threshold or blocked, and checkout follows that state. - [Catalog](https://ownrecord.io/docs/concepts/catalog.md): Products, prices and features per brand. Every product has a tax category, prices are exact and immutable once used, and lookup keys let your code refer to "the current price" without hard-coding IDs. - [Subscriptions](https://ownrecord.io/docs/concepts/subscriptions.md): A full subscription system with trials, seats, metered usage, proration, coupons, dunning and a customer portal, charged on your own processor account. - [Entitlements](https://ownrecord.io/docs/concepts/entitlements.md): Features and limits a brand grants through its products, resolved for each customer from what they've bought. Ownrecord says what a customer may use; your product enforces it. - [Ledger](https://ownrecord.io/docs/concepts/ledger.md): A real-time, append-only, double-entry ledger per legal entity. It's the source of truth for balances, revenue, tax payable and what your processor owes you. - [Filings](https://ownrecord.io/docs/concepts/filings.md): Filing periods, filing-ready tax reports generated from the ledger, and how a person or an authorized agent submits and pays each return. - [Approvals](https://ownrecord.io/docs/concepts/approvals.md): Decide what needs a person's approval. Agents and apps follow settings per risk tier, people follow two-person rules, and a call that needs approval answers HTTP 202 and runs exactly as requested once someone approves it. - [Money and exchange rates](https://ownrecord.io/docs/concepts/money.md): Amounts are exact integers in micros, rounding happens only at defined points with a declared mode, and currency conversion uses ECB reference rates with exact fractions. - [Customers](https://ownrecord.io/docs/concepts/customers.md): A customer is a buyer of one brand. Ownrecord keeps its tax IDs with their verification, the location evidence of each purchase, and the country its purchases are taxed in. - [Invoices](https://ownrecord.io/docs/concepts/invoices.md): Every paid checkout issues an invoice or a receipt; you can also invoice customers yourself. Invoices are numbered without gaps in the brand's series, show the tax the customer pays, the legal notes the rules require, and have a PDF that never changes. - [Payment processors](https://ownrecord.io/docs/concepts/processors.md): Connect Stripe or Mollie to a legal entity. Ownrecord stores the keys encrypted, receives the processor's webhooks, charges the totals its own tax quotes compute, and fails over to a brand's secondary processor when the primary has problems. - [Events](https://ownrecord.io/docs/concepts/events.md): Every change Ownrecord records becomes an event. Receive your brand's events with webhooks, or read every event of your scope from the event feed, with a cursor that never skips or repeats one. - [Webhooks](https://ownrecord.io/docs/concepts/webhooks.md): Ownrecord POSTs your brand's events to the endpoints you choose, signed with Ownrecord-Signature, and retries failed deliveries for 3 days. - [Checkout](https://ownrecord.io/docs/concepts/checkout.md): A hosted checkout page that quotes the tax from where the customer is, takes the payment, and records the sale only when the processor confirms it, with the invoice, the ledger and the thresholds in one step. - [Discounts](https://ownrecord.io/docs/concepts/discounts.md): Coupons, promotion codes and the discounts they become. A coupon is a percent or amount off for one, several or every billing period; promotion codes are what customers type; a discount is a coupon applied to a customer or subscription, with dates. - [Usage billing](https://ownrecord.io/docs/concepts/usage.md): Metered prices bill what your customers use, in arrears. Your integration records usage events; Ownrecord counts each one once, aggregates them per day and bills each billing period's usage on the renewal invoice. - [Payment methods](https://ownrecord.io/docs/concepts/payment-methods.md): Cards your customers save at your processor, so subscriptions can charge renewals, upgrades and retries without the customer coming back. - [Test clocks](https://ownrecord.io/docs/concepts/test-clocks.md): Move time forward in test mode to watch trials end, subscriptions renew and cancellations take effect in seconds, exactly as they will in live mode. - [Collection and dunning](https://ownrecord.io/docs/concepts/collection.md): What happens after an invoice is issued: retries of failed card payments, reminders for bank-transfer invoices, past-due grace, bank statement matching and the hosted invoice page. - [Wallets and credits](https://ownrecord.io/docs/concepts/wallets.md): Prepaid credits live in wallets, one per customer and currency. Credits come from top-ups, credit packs, subscriptions and grants; usage reserves them and captures what was used. Unused credits expire; low-balance events and auto-reload keep wallets funded. - [Leases](https://ownrecord.io/docs/concepts/leases.md): Lease a block of a customer's prepaid credits, meter high-frequency usage against it in your own service, and settle in batches, with a clear outcome if your service crashes. - [Alerts](https://ownrecord.io/docs/concepts/alerts.md): Ownrecord raises an alert when something needs a person, such as a registration deadline or a blocked jurisdiction. Every alert is in the console inbox; high and critical ones are also emailed to the people whose role handles them and posted to Slack. - [Compliance tasks](https://ownrecord.io/docs/concepts/tasks.md): Ownrecord turns compliance work it can't do itself, such as submitting a registration or filing a return, into tasks with everything needed to do it. People or agents claim them, do the work and submit the outcome with evidence. - [Disputes](https://ownrecord.io/docs/concepts/disputes.md): When a customer's bank reverses a payment, Ownrecord books the chargeback and the fee when the money is taken, freezes the customer's wallets, alerts support, and builds the evidence pack you submit to the processor. Inquiries take nothing until they escalate. Won disputes are reversed; lost ones raise the customer's risk. - [Refunds and credit notes](https://ownrecord.io/docs/concepts/refunds.md): A refund gives a card payment back and issues a credit note that corrects the original invoice at its original tax rates. Support refunds up to a limit; finance above it. - [Reconciliation and accounting exports](https://ownrecord.io/docs/concepts/reconciliation.md): Every day Ownrecord matches each processor's balance transactions to its payments, refunds and disputes, books processor fees and payouts, and queues what doesn't match. Accounting exports give your accountant the journal and the registers. - [Custom domains](https://ownrecord.io/docs/concepts/custom-domains.md): Serve a brand's checkout and customer portal on your own domain, such as pay.acme.com. Two DNS records, a verification, and every link of the brand uses it. - [Languages](https://ownrecord.io/docs/concepts/languages.md): The hosted checkout, invoices, credit notes and customer emails speak English, German, French, Croatian, Italian and Spanish. How the language is chosen, and what stays English. - [Customer portal](https://ownrecord.io/docs/concepts/customer-portal.md): A page per brand where your customers sign in with an email link to see their invoices, pay open ones, manage their subscriptions, credits, cards and billing details, and download their data, in their own language. - [Risk controls](https://ownrecord.io/docs/concepts/risk.md): Prepaid credits attract stolen cards. Each brand screens its payments with rules — velocity limits, new-customer limits, blocklists, disposable emails and a risk score — that refuse a payment, ask the bank for 3-D Secure, or hold it for review. Fresh balances can be capped. - [Agents and apps](https://ownrecord.io/docs/concepts/agents-and-apps.md): Machines that act in your organization through OAuth 2.1, your own agents with client credentials, partner apps you install, and MCP clients acting for a person, always with no more access than a person gave them. - [Audit log](https://ownrecord.io/docs/concepts/audit-log.md): Every change in your organization, who made it and on whose behalf, kept in append-only hash chains you can verify, and visible for your plan's retention window. - [The assistant](https://ownrecord.io/docs/concepts/assistant.md): The console's built-in assistant answers from the docs, the tax knowledge base and your data, and prepares changes that run only when you click Confirm on a preview Ownrecord computed, as you, under your permissions. - [Jurisdiction coverage](https://ownrecord.io/docs/concepts/jurisdiction-coverage.md): How the knowledge base behind the tax engine is researched, reviewed and published, what each coverage level means, and which records live and test mode use. - [Onboarding and going live](https://ownrecord.io/docs/concepts/onboarding.md): Sign up, create your organization, follow the onboarding checklist, verify your legal entity, and take a brand live once its go-live checklist holds. - [Organization lifecycle](https://ownrecord.io/docs/concepts/organization-lifecycle.md): Transfer ownership, delete your account, export everything, and close an organization while its obligations to customers and tax authorities run to the end. - [Terms and acceptance](https://ownrecord.io/docs/concepts/legal-terms.md): Ownrecord's own legal documents, their versions, and how your organization accepts the Terms of Service and the Data Processing Agreement, including material changes announced 30 days ahead. - [Emails from Ownrecord](https://ownrecord.io/docs/concepts/ownrecord-emails.md): The emails Ownrecord itself sends you about your account, which ones you can turn off, and how product updates need your opt-in. - [Support access](https://ownrecord.io/docs/concepts/support-access.md): Ownrecord staff can't see your customers, invoices, ledger or settings unless you let them, for a reason, a mode and a time you approve. Every request they make is in your audit log and Access log. - [Your Ownrecord plan](https://ownrecord.io/docs/concepts/ownrecord-billing.md): How Ownrecord bills your organization with its own billing engine, the plans and their limits, the volume fee on live payments, plan changes, the billing portal, and what happens when a payment fails. - [E-invoicing](https://ownrecord.io/docs/concepts/e-invoicing.md): Where the law requires structured e-invoices, Ownrecord generates an EN 16931 e-invoice (UBL 2.1, Peppol BIS Billing 3.0) for every invoice and credit note your entity routes to a provider, sends it after the document is issued, and follows its status. ## Guides - [Guides](https://ownrecord.io/docs/guides.md): Step-by-step guides for building on Ownrecord. - [Building an agent on Ownrecord](https://ownrecord.io/docs/guides/building-an-agent.md): How an AI agent operates Ownrecord safely, from choosing credentials and handling approvals to working compliance tasks over MCP, with a safety checklist. - [Connect an MCP client](https://ownrecord.io/docs/guides/mcp-quickstart.md): Connect Claude or any other MCP client to Ownrecord with a test-mode organization API key, remotely or through the local @ownrecord/mcp server. - [Metering high-frequency usage with the SDK](https://ownrecord.io/docs/guides/lease-manager.md): Use the TypeScript SDK's LeaseManager to charge thousands of small usages a minute against a customer's prepaid wallet, with local metering, batched settles, renewals and a final settle on shutdown. - [Mollie as your processor or failover](https://ownrecord.io/docs/guides/connecting-mollie.md): Take payments with Mollie, alone or as the failover for Stripe. Connect an API key or an organization access token, assign it to your brands, run a test checkout, and set up reconciliation. - [List your app for every organization](https://ownrecord.io/docs/guides/listing-an-app.md): For partners. Register an app, accept the Partner and App Terms, apply for listing with your publisher identity, privacy policy, security questionnaire and scope justifications, and keep the listing as your app changes. ## API reference - [API reference](https://ownrecord.io/docs/reference.md): The Ownrecord REST API: conventions, every operation, error codes and event types, generated from the operation registry. - [Error codes](https://ownrecord.io/docs/reference/errors.md): Every error code the API, the MCP server and the console can return, with its HTTP status and what to do next. - [Event types](https://ownrecord.io/docs/reference/events.md): Every event Ownrecord emits when something changes, as delivered to your webhook endpoints. - [List an agent's activity](https://ownrecord.io/docs/reference/agents-activity.md): The agents.activity operation: GET /api/v1/agents/{id}/activity in the REST API and the agents_activity tool in the MCP server. - [Create an org agent](https://ownrecord.io/docs/reference/agents-create.md): The agents.create operation: POST /api/v1/agents in the REST API and the agents_create tool in the MCP server. - [Get an org agent](https://ownrecord.io/docs/reference/agents-get.md): The agents.get operation: GET /api/v1/agents/{id} in the REST API and the agents_get tool in the MCP server. - [List org agents](https://ownrecord.io/docs/reference/agents-list.md): The agents.list operation: GET /api/v1/agents in the REST API and the agents_list tool in the MCP server. - [Pause an org agent](https://ownrecord.io/docs/reference/agents-pause.md): The agents.pause operation: POST /api/v1/agents/{id}/pause in the REST API and the agents_pause tool in the MCP server. - [Resume a paused org agent](https://ownrecord.io/docs/reference/agents-resume.md): The agents.resume operation: POST /api/v1/agents/{id}/resume in the REST API and the agents_resume tool in the MCP server. - [Revoke an org agent](https://ownrecord.io/docs/reference/agents-revoke.md): The agents.revoke operation: POST /api/v1/agents/{id}/revoke in the REST API and the agents_revoke tool in the MCP server. - [Rotate an org agent's client secret](https://ownrecord.io/docs/reference/agents-rotate-secret.md): The agents.rotate_secret operation: POST /api/v1/agents/{id}/rotate_secret in the REST API and the agents_rotate_secret tool in the MCP server. - [Update an org agent](https://ownrecord.io/docs/reference/agents-update.md): The agents.update operation: PATCH /api/v1/agents/{id} in the REST API and the agents_update tool in the MCP server. - [Get the alert settings](https://ownrecord.io/docs/reference/alert-settings-get.md): The alert_settings.get operation: GET /api/v1/alert_settings in the REST API and the alert_settings_get tool in the MCP server. - [Slack alerts: add a channel](https://ownrecord.io/docs/reference/alert-settings-slack-channels-create.md): The alert_settings.slack_channels.create operation: POST /api/v1/alert_settings/slack_channels in the REST API and the alert_settings_slack_channels_create tool in the MCP server. - [Slack alerts: remove a channel](https://ownrecord.io/docs/reference/alert-settings-slack-channels-delete.md): The alert_settings.slack_channels.delete operation: DELETE /api/v1/alert_settings/slack_channels/{id} in the REST API and the alert_settings_slack_channels_delete tool in the MCP server. - [Slack alerts: send a test message](https://ownrecord.io/docs/reference/alert-settings-slack-channels-test.md): The alert_settings.slack_channels.test operation: POST /api/v1/alert_settings/slack_channels/{id}/test in the REST API and the alert_settings_slack_channels_test tool in the MCP server. - [Update the alert settings](https://ownrecord.io/docs/reference/alert-settings-update.md): The alert_settings.update operation: PATCH /api/v1/alert_settings in the REST API and the alert_settings_update tool in the MCP server. - [Acknowledge an alert](https://ownrecord.io/docs/reference/alerts-acknowledge.md): The alerts.acknowledge operation: POST /api/v1/alerts/{id}/acknowledge in the REST API and the alerts_acknowledge tool in the MCP server. - [Get an alert](https://ownrecord.io/docs/reference/alerts-get.md): The alerts.get operation: GET /api/v1/alerts/{id} in the REST API and the alerts_get tool in the MCP server. - [List alerts](https://ownrecord.io/docs/reference/alerts-list.md): The alerts.list operation: GET /api/v1/alerts in the REST API and the alerts_list tool in the MCP server. - [Resolve an alert](https://ownrecord.io/docs/reference/alerts-resolve.md): The alerts.resolve operation: POST /api/v1/alerts/{id}/resolve in the REST API and the alerts_resolve tool in the MCP server. - [List the current announcements](https://ownrecord.io/docs/reference/announcements-list-current.md): The announcements.list_current operation: GET /api/v1/announcements/current in the REST API and the announcements_list_current tool in the MCP server. - [Create an API key](https://ownrecord.io/docs/reference/api-keys-create.md): The api_keys.create operation: POST /api/v1/api_keys in the REST API and the api_keys_create tool in the MCP server. - [Get an API key](https://ownrecord.io/docs/reference/api-keys-get.md): The api_keys.get operation: GET /api/v1/api_keys/{id} in the REST API and the api_keys_get tool in the MCP server. - [List API keys](https://ownrecord.io/docs/reference/api-keys-list.md): The api_keys.list operation: GET /api/v1/api_keys in the REST API and the api_keys_list tool in the MCP server. - [Revoke an API key](https://ownrecord.io/docs/reference/api-keys-revoke.md): The api_keys.revoke operation: POST /api/v1/api_keys/{id}/revoke in the REST API and the api_keys_revoke tool in the MCP server. - [Rename an API key](https://ownrecord.io/docs/reference/api-keys-update.md): The api_keys.update operation: PATCH /api/v1/api_keys/{id} in the REST API and the api_keys_update tool in the MCP server. - [List an installed app's activity](https://ownrecord.io/docs/reference/app-installations-activity.md): The app_installations.activity operation: GET /api/v1/app_installations/{id}/activity in the REST API and the app_installations_activity tool in the MCP server. - [Install an app (consent)](https://ownrecord.io/docs/reference/app-installations-create.md): The app_installations.create operation: POST /api/v1/app_installations in the REST API and the app_installations_create tool in the MCP server. - [Ask for an agent the app owns](https://ownrecord.io/docs/reference/app-installations-create-agent.md): The app_installations.create_agent operation: POST /api/v1/app_installations/{id}/agents in the REST API and the app_installations_create_agent tool in the MCP server. - [Get an installed app](https://ownrecord.io/docs/reference/app-installations-get.md): The app_installations.get operation: GET /api/v1/app_installations/{id} in the REST API and the app_installations_get tool in the MCP server. - [List installed apps](https://ownrecord.io/docs/reference/app-installations-list.md): The app_installations.list operation: GET /api/v1/app_installations in the REST API and the app_installations_list tool in the MCP server. - [Pause an installed app](https://ownrecord.io/docs/reference/app-installations-pause.md): The app_installations.pause operation: POST /api/v1/app_installations/{id}/pause in the REST API and the app_installations_pause tool in the MCP server. - [Re-assign an installed app](https://ownrecord.io/docs/reference/app-installations-reassign.md): The app_installations.reassign operation: POST /api/v1/app_installations/{id}/reassign in the REST API and the app_installations_reassign tool in the MCP server. - [Resume a paused app](https://ownrecord.io/docs/reference/app-installations-resume.md): The app_installations.resume operation: POST /api/v1/app_installations/{id}/resume in the REST API and the app_installations_resume tool in the MCP server. - [Uninstall an app](https://ownrecord.io/docs/reference/app-installations-revoke.md): The app_installations.revoke operation: POST /api/v1/app_installations/{id}/revoke in the REST API and the app_installations_revoke tool in the MCP server. - [Narrow an installed app's access](https://ownrecord.io/docs/reference/app-installations-update.md): The app_installations.update operation: PATCH /api/v1/app_installations/{id} in the REST API and the app_installations_update tool in the MCP server. - [Get the approval policy](https://ownrecord.io/docs/reference/approval-policies-get.md): The approval_policies.get operation: GET /api/v1/approval_policy in the REST API and the approval_policies_get tool in the MCP server. - [Delete an approval policy override](https://ownrecord.io/docs/reference/approval-policies-overrides-delete.md): The approval_policies.overrides.delete operation: DELETE /api/v1/approval_policy/overrides/{id} in the REST API and the approval_policies_overrides_delete tool in the MCP server. - [Set an approval policy override](https://ownrecord.io/docs/reference/approval-policies-overrides-set.md): The approval_policies.overrides.set operation: PUT /api/v1/approval_policy/overrides in the REST API and the approval_policies_overrides_set tool in the MCP server. - [Update the approval policy](https://ownrecord.io/docs/reference/approval-policies-update.md): The approval_policies.update operation: PATCH /api/v1/approval_policy in the REST API and the approval_policies_update tool in the MCP server. - [Approve an approval request](https://ownrecord.io/docs/reference/approvals-approve.md): The approvals.approve operation: POST /api/v1/approvals/{id}/approve in the REST API and the approvals_approve tool in the MCP server. - [Get an approval request](https://ownrecord.io/docs/reference/approvals-get.md): The approvals.get operation: GET /api/v1/approvals/{id} in the REST API and the approvals_get tool in the MCP server. - [List approval requests](https://ownrecord.io/docs/reference/approvals-list.md): The approvals.list operation: GET /api/v1/approvals in the REST API and the approvals_list tool in the MCP server. - [Reject an approval request](https://ownrecord.io/docs/reference/approvals-reject.md): The approvals.reject operation: POST /api/v1/approvals/{id}/reject in the REST API and the approvals_reject tool in the MCP server. - [Register an app](https://ownrecord.io/docs/reference/apps-create.md): The apps.create operation: POST /api/v1/apps in the REST API and the apps_create tool in the MCP server. - [Disable a registered app](https://ownrecord.io/docs/reference/apps-disable.md): The apps.disable operation: POST /api/v1/apps/{id}/disable in the REST API and the apps_disable tool in the MCP server. - [Get a registered app](https://ownrecord.io/docs/reference/apps-get.md): The apps.get operation: GET /api/v1/apps/{id} in the REST API and the apps_get tool in the MCP server. - [List an app's installations](https://ownrecord.io/docs/reference/apps-installations.md): The apps.installations operation: GET /api/v1/apps/{id}/installations in the REST API and the apps_installations tool in the MCP server. - [List the organization's registered apps](https://ownrecord.io/docs/reference/apps-list.md): The apps.list operation: GET /api/v1/apps in the REST API and the apps_list tool in the MCP server. - [Get an app's listing](https://ownrecord.io/docs/reference/apps-listing-get.md): The apps.listing.get operation: GET /api/v1/apps/{id}/listing in the REST API and the apps_listing_get tool in the MCP server. - [Submit an app for listing](https://ownrecord.io/docs/reference/apps-listing-submit.md): The apps.listing.submit operation: POST /api/v1/apps/{id}/listing in the REST API and the apps_listing_submit tool in the MCP server. - [Withdraw an app's listing application](https://ownrecord.io/docs/reference/apps-listing-withdraw.md): The apps.listing.withdraw operation: POST /api/v1/apps/{id}/listing/withdraw in the REST API and the apps_listing_withdraw tool in the MCP server. - [Rotate a registered app's client secret](https://ownrecord.io/docs/reference/apps-rotate-secret.md): The apps.rotate_secret operation: POST /api/v1/apps/{id}/rotate_secret in the REST API and the apps_rotate_secret tool in the MCP server. - [Update a registered app](https://ownrecord.io/docs/reference/apps-update.md): The apps.update operation: PATCH /api/v1/apps/{id} in the REST API and the apps_update tool in the MCP server. - [Delete one of your assistant conversations](https://ownrecord.io/docs/reference/assistant-conversations-delete.md): The assistant.conversations.delete operation: DELETE /api/v1/assistant/conversations/{id} in the REST API and the assistant_conversations_delete tool in the MCP server. - [Get one of your assistant conversations](https://ownrecord.io/docs/reference/assistant-conversations-get.md): The assistant.conversations.get operation: GET /api/v1/assistant/conversations/{id} in the REST API and the assistant_conversations_get tool in the MCP server. - [List your assistant conversations](https://ownrecord.io/docs/reference/assistant-conversations-list.md): The assistant.conversations.list operation: GET /api/v1/assistant/conversations in the REST API and the assistant_conversations_list tool in the MCP server. - [Rate an assistant answer](https://ownrecord.io/docs/reference/assistant-messages-rate.md): The assistant.messages.rate operation: POST /api/v1/assistant/conversations/{conversationId}/messages/{messageId}/rating in the REST API and the assistant_messages_rate tool in the MCP server. - [Get the assistant's platform settings](https://ownrecord.io/docs/reference/assistant-platform-settings-get.md): The assistant.platform_settings.get operation: GET /api/v1/platform/assistant/settings in the REST API and the assistant_platform_settings_get tool in the MCP server. - [Update the assistant's platform settings](https://ownrecord.io/docs/reference/assistant-platform-settings-update.md): The assistant.platform_settings.update operation: PATCH /api/v1/platform/assistant/settings in the REST API and the assistant_platform_settings_update tool in the MCP server. - [Get the organization's assistant settings](https://ownrecord.io/docs/reference/assistant-settings-get.md): The assistant.settings.get operation: GET /api/v1/assistant/settings in the REST API and the assistant_settings_get tool in the MCP server. - [Update the organization's assistant settings](https://ownrecord.io/docs/reference/assistant-settings-update.md): The assistant.settings.update operation: PATCH /api/v1/assistant/settings in the REST API and the assistant_settings_update tool in the MCP server. - [Export the audit log as CSV](https://ownrecord.io/docs/reference/audit-log-export.md): The audit_log.export operation: GET /api/v1/audit_log/export in the REST API and the audit_log_export tool in the MCP server. - [List audit log entries](https://ownrecord.io/docs/reference/audit-log-list.md): The audit_log.list operation: GET /api/v1/audit_log in the REST API and the audit_log_list tool in the MCP server. - [Verify the audit log's hash chains](https://ownrecord.io/docs/reference/audit-log-verify.md): The audit_log.verify operation: GET /api/v1/audit_log/verify in the REST API and the audit_log_verify tool in the MCP server. - [Record an authorization](https://ownrecord.io/docs/reference/authorizations-create.md): The authorizations.create operation: POST /api/v1/authorizations in the REST API and the authorizations_create tool in the MCP server. - [Upload an authorization document](https://ownrecord.io/docs/reference/authorizations-documents-upload.md): The authorizations.documents.upload operation: POST /api/v1/authorizations/documents in the REST API and the authorizations_documents_upload tool in the MCP server. - [Get an authorization](https://ownrecord.io/docs/reference/authorizations-get.md): The authorizations.get operation: GET /api/v1/authorizations/{id} in the REST API and the authorizations_get tool in the MCP server. - [List authorizations](https://ownrecord.io/docs/reference/authorizations-list.md): The authorizations.list operation: GET /api/v1/authorizations in the REST API and the authorizations_list tool in the MCP server. - [Revoke an authorization](https://ownrecord.io/docs/reference/authorizations-revoke.md): The authorizations.revoke operation: POST /api/v1/authorizations/{id}/revoke in the REST API and the authorizations_revoke tool in the MCP server. - [Update an authorization](https://ownrecord.io/docs/reference/authorizations-update.md): The authorizations.update operation: PATCH /api/v1/authorizations/{id} in the REST API and the authorizations_update tool in the MCP server. - [Import a bank statement](https://ownrecord.io/docs/reference/bank-statements-imports-create.md): The bank_statements.imports.create operation: POST /api/v1/bank_statements/imports in the REST API and the bank_statements_imports_create tool in the MCP server. - [Get a bank statement import](https://ownrecord.io/docs/reference/bank-statements-imports-get.md): The bank_statements.imports.get operation: GET /api/v1/bank_statements/imports/{id} in the REST API and the bank_statements_imports_get tool in the MCP server. - [List bank statement imports](https://ownrecord.io/docs/reference/bank-statements-imports-list.md): The bank_statements.imports.list operation: GET /api/v1/bank_statements/imports in the REST API and the bank_statements_imports_list tool in the MCP server. - [Ignore a bank statement line](https://ownrecord.io/docs/reference/bank-statements-lines-ignore.md): The bank_statements.lines.ignore operation: POST /api/v1/bank_statements/lines/{id}/ignore in the REST API and the bank_statements_lines_ignore tool in the MCP server. - [List bank statement lines](https://ownrecord.io/docs/reference/bank-statements-lines-list.md): The bank_statements.lines.list operation: GET /api/v1/bank_statements/lines in the REST API and the bank_statements_lines_list tool in the MCP server. - [Match a bank statement line to an invoice](https://ownrecord.io/docs/reference/bank-statements-lines-match.md): The bank_statements.lines.match operation: POST /api/v1/bank_statements/lines/{id}/match in the REST API and the bank_statements_lines_match tool in the MCP server. - [Create a brand](https://ownrecord.io/docs/reference/brands-create.md): The brands.create operation: POST /api/v1/brands in the REST API and the brands_create tool in the MCP server. - [Add a custom domain to a brand](https://ownrecord.io/docs/reference/brands-domains-add.md): The brands.domains.add operation: POST /api/v1/brands/{id}/domains in the REST API and the brands_domains_add tool in the MCP server. - [List a brand's custom domains](https://ownrecord.io/docs/reference/brands-domains-list.md): The brands.domains.list operation: GET /api/v1/brands/{id}/domains in the REST API and the brands_domains_list tool in the MCP server. - [Remove a custom domain from a brand](https://ownrecord.io/docs/reference/brands-domains-remove.md): The brands.domains.remove operation: DELETE /api/v1/brands/{id}/domains/{host} in the REST API and the brands_domains_remove tool in the MCP server. - [Check a custom domain again](https://ownrecord.io/docs/reference/brands-domains-verify.md): The brands.domains.verify operation: POST /api/v1/brands/{id}/domains/{host}/verify in the REST API and the brands_domains_verify tool in the MCP server. - [Get a brand](https://ownrecord.io/docs/reference/brands-get.md): The brands.get operation: GET /api/v1/brands/{id} in the REST API and the brands_get tool in the MCP server. - [Take a brand live](https://ownrecord.io/docs/reference/brands-go-live.md): The brands.go_live operation: POST /api/v1/brands/{id}/go_live in the REST API and the brands_go_live tool in the MCP server. - [Get a brand's go-live checklist](https://ownrecord.io/docs/reference/brands-go-live-checklist.md): The brands.go_live_checklist operation: GET /api/v1/brands/{id}/go_live_checklist in the REST API and the brands_go_live_checklist tool in the MCP server. - [List brands](https://ownrecord.io/docs/reference/brands-list.md): The brands.list operation: GET /api/v1/brands in the REST API and the brands_list tool in the MCP server. - [Update a brand](https://ownrecord.io/docs/reference/brands-update.md): The brands.update operation: PATCH /api/v1/brands/{id} in the REST API and the brands_update tool in the MCP server. - [Add the payment method](https://ownrecord.io/docs/reference/checkout-hosted-attach-payment-method.md): The checkout.hosted.attach_payment_method operation: POST /api/v1/public/checkout_sessions/{sessionId}/payment_method in the REST API and the checkout_hosted_attach_payment_method tool in the MCP server. - [Confirm the payment](https://ownrecord.io/docs/reference/checkout-hosted-confirm.md): The checkout.hosted.confirm operation: POST /api/v1/public/checkout_sessions/{sessionId}/confirm in the REST API and the checkout_hosted_confirm tool in the MCP server. - [Confirm a waitlist sign-up](https://ownrecord.io/docs/reference/checkout-hosted-confirm-waitlist.md): The checkout.hosted.confirm_waitlist operation: POST /api/v1/public/checkout_sessions/{sessionId}/waitlist/confirm in the REST API and the checkout_hosted_confirm_waitlist tool in the MCP server. - [Get a hosted checkout](https://ownrecord.io/docs/reference/checkout-hosted-get.md): The checkout.hosted.get operation: GET /api/v1/public/checkout_sessions/{sessionId} in the REST API and the checkout_hosted_get tool in the MCP server. - [Join the waitlist](https://ownrecord.io/docs/reference/checkout-hosted-join-waitlist.md): The checkout.hosted.join_waitlist operation: POST /api/v1/public/checkout_sessions/{sessionId}/waitlist in the REST API and the checkout_hosted_join_waitlist tool in the MCP server. - [Leave the waitlist](https://ownrecord.io/docs/reference/checkout-hosted-leave-waitlist.md): The checkout.hosted.leave_waitlist operation: POST /api/v1/public/checkout_sessions/{sessionId}/waitlist/leave in the REST API and the checkout_hosted_leave_waitlist tool in the MCP server. - [Get the payment component's secret](https://ownrecord.io/docs/reference/checkout-hosted-payment-secret.md): The checkout.hosted.payment_secret operation: GET /api/v1/public/checkout_sessions/{sessionId}/payment_secret in the REST API and the checkout_hosted_payment_secret tool in the MCP server. - [Continue to checkout from the waitlist](https://ownrecord.io/docs/reference/checkout-hosted-resume-waitlist.md): The checkout.hosted.resume_waitlist operation: POST /api/v1/public/checkout_sessions/{sessionId}/waitlist/checkout in the REST API and the checkout_hosted_resume_waitlist tool in the MCP server. - [Start the payment step](https://ownrecord.io/docs/reference/checkout-hosted-start-payment.md): The checkout.hosted.start_payment operation: POST /api/v1/public/checkout_sessions/{sessionId}/payment in the REST API and the checkout_hosted_start_payment tool in the MCP server. - [Submit the customer's details](https://ownrecord.io/docs/reference/checkout-hosted-submit-details.md): The checkout.hosted.submit_details operation: POST /api/v1/public/checkout_sessions/{sessionId}/details in the REST API and the checkout_hosted_submit_details tool in the MCP server. - [Create a checkout session](https://ownrecord.io/docs/reference/checkout-sessions-create.md): The checkout.sessions.create operation: POST /api/v1/checkout/sessions in the REST API and the checkout_sessions_create tool in the MCP server. - [Expire a checkout session](https://ownrecord.io/docs/reference/checkout-sessions-expire.md): The checkout.sessions.expire operation: POST /api/v1/checkout/sessions/{id}/expire in the REST API and the checkout_sessions_expire tool in the MCP server. - [Get a checkout session](https://ownrecord.io/docs/reference/checkout-sessions-get.md): The checkout.sessions.get operation: GET /api/v1/checkout/sessions/{id} in the REST API and the checkout_sessions_get tool in the MCP server. - [Compliance overview](https://ownrecord.io/docs/reference/compliance-overview.md): The compliance.overview operation: GET /api/v1/compliance/overview in the REST API and the entity_compliance_overview tool in the MCP server. - [Archive a coupon](https://ownrecord.io/docs/reference/coupons-archive.md): The coupons.archive operation: POST /api/v1/coupons/{id}/archive in the REST API and the coupons_archive tool in the MCP server. - [Create a coupon](https://ownrecord.io/docs/reference/coupons-create.md): The coupons.create operation: POST /api/v1/coupons in the REST API and the coupons_create tool in the MCP server. - [Get a coupon](https://ownrecord.io/docs/reference/coupons-get.md): The coupons.get operation: GET /api/v1/coupons/{id} in the REST API and the coupons_get tool in the MCP server. - [List coupons](https://ownrecord.io/docs/reference/coupons-list.md): The coupons.list operation: GET /api/v1/coupons in the REST API and the coupons_list tool in the MCP server. - [Update a coupon](https://ownrecord.io/docs/reference/coupons-update.md): The coupons.update operation: PATCH /api/v1/coupons/{id} in the REST API and the coupons_update tool in the MCP server. - [Grant promo or adjustment credits](https://ownrecord.io/docs/reference/credit-grants-create.md): The credit_grants.create operation: POST /api/v1/wallets/{id}/grants in the REST API and the credit_grants_create tool in the MCP server. - [List a wallet's credit grants](https://ownrecord.io/docs/reference/credit-grants-list.md): The credit_grants.list operation: GET /api/v1/wallets/{id}/grants in the REST API and the credit_grants_list tool in the MCP server. - [Get a credit note](https://ownrecord.io/docs/reference/credit-notes-get.md): The credit_notes.get operation: GET /api/v1/credit_notes/{id} in the REST API and the credit_notes_get tool in the MCP server. - [List credit notes](https://ownrecord.io/docs/reference/credit-notes-list.md): The credit_notes.list operation: GET /api/v1/credit_notes in the REST API and the credit_notes_list tool in the MCP server. - [Download a credit note PDF](https://ownrecord.io/docs/reference/credit-notes-pdf.md): The credit_notes.pdf operation: GET /api/v1/credit_notes/{id}/pdf in the REST API and the credit_notes_pdf tool in the MCP server. - [Create a customer](https://ownrecord.io/docs/reference/customers-create.md): The customers.create operation: POST /api/v1/customers in the REST API and the customers_create tool in the MCP server. - [Adjust a customer's credit balance](https://ownrecord.io/docs/reference/customers-credit-balance-adjustments-create.md): The customers.credit_balance.adjustments.create operation: POST /api/v1/customers/{id}/credit_balance/adjustments in the REST API and the customers_credit_balance_adjustments_create tool in the MCP server. - [Get a customer's credit balance](https://ownrecord.io/docs/reference/customers-credit-balance-get.md): The customers.credit_balance.get operation: GET /api/v1/customers/{id}/credit_balance in the REST API and the customers_credit_balance_get tool in the MCP server. - [Delete a customer](https://ownrecord.io/docs/reference/customers-delete.md): The customers.delete operation: DELETE /api/v1/customers/{id} in the REST API and the customers_delete tool in the MCP server. - [Override an entitlement](https://ownrecord.io/docs/reference/customers-entitlement-overrides-create.md): The customers.entitlement_overrides.create operation: POST /api/v1/customers/{id}/entitlement_overrides in the REST API and the customers_entitlement_overrides_create tool in the MCP server. - [Delete an entitlement override](https://ownrecord.io/docs/reference/customers-entitlement-overrides-delete.md): The customers.entitlement_overrides.delete operation: DELETE /api/v1/customers/{id}/entitlement_overrides/{overrideId} in the REST API and the customers_entitlement_overrides_delete tool in the MCP server. - [List a customer's entitlement overrides](https://ownrecord.io/docs/reference/customers-entitlement-overrides-list.md): The customers.entitlement_overrides.list operation: GET /api/v1/customers/{id}/entitlement_overrides in the REST API and the customers_entitlement_overrides_list tool in the MCP server. - [Get a customer's entitlements](https://ownrecord.io/docs/reference/customers-entitlements-get.md): The customers.entitlements.get operation: GET /api/v1/customers/{id}/entitlements in the REST API and the customers_entitlements_get tool in the MCP server. - [List a customer's location evidence](https://ownrecord.io/docs/reference/customers-evidence-sets-list.md): The customers.evidence_sets.list operation: GET /api/v1/customers/{id}/evidence_sets in the REST API and the customers_evidence_sets_list tool in the MCP server. - [Get a customer](https://ownrecord.io/docs/reference/customers-get.md): The customers.get operation: GET /api/v1/customers/{id} in the REST API and the customers_get tool in the MCP server. - [List customers](https://ownrecord.io/docs/reference/customers-list.md): The customers.list operation: GET /api/v1/customers in the REST API and the customers_list tool in the MCP server. - [Add a tax ID to a customer](https://ownrecord.io/docs/reference/customers-tax-ids-add.md): The customers.tax_ids.add operation: POST /api/v1/customers/{id}/tax_ids in the REST API and the customers_tax_ids_add tool in the MCP server. - [Remove a tax ID from a customer](https://ownrecord.io/docs/reference/customers-tax-ids-delete.md): The customers.tax_ids.delete operation: DELETE /api/v1/customers/{id}/tax_ids/{taxIdId} in the REST API and the customers_tax_ids_delete tool in the MCP server. - [Update a customer](https://ownrecord.io/docs/reference/customers-update.md): The customers.update operation: PATCH /api/v1/customers/{id} in the REST API and the customers_update tool in the MCP server. - [End a discount](https://ownrecord.io/docs/reference/discounts-delete.md): The discounts.delete operation: DELETE /api/v1/discounts/{id} in the REST API and the discounts_delete tool in the MCP server. - [List discounts](https://ownrecord.io/docs/reference/discounts-list.md): The discounts.list operation: GET /api/v1/discounts in the REST API and the discounts_list tool in the MCP server. - [Build a dispute's evidence pack](https://ownrecord.io/docs/reference/disputes-evidence-build.md): The disputes.evidence.build operation: POST /api/v1/disputes/{id}/evidence in the REST API and the disputes_evidence_build tool in the MCP server. - [Get a dispute's evidence pack](https://ownrecord.io/docs/reference/disputes-evidence-get.md): The disputes.evidence.get operation: GET /api/v1/disputes/{id}/evidence in the REST API and the disputes_evidence_get tool in the MCP server. - [Get a dispute](https://ownrecord.io/docs/reference/disputes-get.md): The disputes.get operation: GET /api/v1/disputes/{id} in the REST API and the disputes_get tool in the MCP server. - [List disputes](https://ownrecord.io/docs/reference/disputes-list.md): The disputes.list operation: GET /api/v1/disputes in the REST API and the disputes_list tool in the MCP server. - [Submit a dispute's evidence to the processor](https://ownrecord.io/docs/reference/disputes-submit-evidence.md): The disputes.submit_evidence operation: POST /api/v1/disputes/{id}/submit_evidence in the REST API and the disputes_submit_evidence tool in the MCP server. - [Update a dispute's notes or assignee](https://ownrecord.io/docs/reference/disputes-update.md): The disputes.update operation: PATCH /api/v1/disputes/{id} in the REST API and the disputes_update tool in the MCP server. - [Get the e-invoicing settings](https://ownrecord.io/docs/reference/einvoice-settings-get.md): The einvoice.settings.get operation: GET /api/v1/einvoice/settings in the REST API and the einvoice_settings_get tool in the MCP server. - [Update the e-invoicing settings](https://ownrecord.io/docs/reference/einvoice-settings-update.md): The einvoice.settings.update operation: PUT /api/v1/einvoice/settings in the REST API and the einvoice_settings_update tool in the MCP server. - [Get an e-invoice](https://ownrecord.io/docs/reference/einvoices-get.md): The einvoices.get operation: GET /api/v1/einvoices/{id} in the REST API and the einvoices_get tool in the MCP server. - [List e-invoices](https://ownrecord.io/docs/reference/einvoices-list.md): The einvoices.list operation: GET /api/v1/einvoices in the REST API and the einvoices_list tool in the MCP server. - [Retry an e-invoice](https://ownrecord.io/docs/reference/einvoices-retry.md): The einvoices.retry operation: POST /api/v1/einvoices/{id}/retry in the REST API and the einvoices_retry tool in the MCP server. - [Get your email preferences](https://ownrecord.io/docs/reference/email-preferences-get.md): The email_preferences.get operation: GET /api/v1/email_preferences in the REST API and the email_preferences_get tool in the MCP server. - [Update your email preferences](https://ownrecord.io/docs/reference/email-preferences-update.md): The email_preferences.update operation: PATCH /api/v1/email_preferences in the REST API and the email_preferences_update tool in the MCP server. - [Create a legal entity](https://ownrecord.io/docs/reference/entities-create.md): The entities.create operation: POST /api/v1/entities in the REST API and the entities_create tool in the MCP server. - [Get a legal entity](https://ownrecord.io/docs/reference/entities-get.md): The entities.get operation: GET /api/v1/entities/{id} in the REST API and the entities_get tool in the MCP server. - [List legal entities](https://ownrecord.io/docs/reference/entities-list.md): The entities.list operation: GET /api/v1/entities in the REST API and the entities_list tool in the MCP server. - [Upload a registry extract for verification](https://ownrecord.io/docs/reference/entities-registry-extract-upload.md): The entities.registry_extract.upload operation: POST /api/v1/entities/{id}/registry_extract in the REST API and the entities_registry_extract_upload tool in the MCP server. - [Update a legal entity](https://ownrecord.io/docs/reference/entities-update.md): The entities.update operation: PATCH /api/v1/entities/{id} in the REST API and the entities_update tool in the MCP server. - [Verify a legal entity's tax ID](https://ownrecord.io/docs/reference/entities-verify.md): The entities.verify operation: POST /api/v1/entities/{id}/verify in the REST API and the entities_verify tool in the MCP server. - [Check one entitlement](https://ownrecord.io/docs/reference/entitlements-check.md): The entitlements.check operation: GET /api/v1/entitlements/check in the REST API and the entitlements_check tool in the MCP server. - [Get an event](https://ownrecord.io/docs/reference/events-get.md): The events.get operation: GET /api/v1/events/{id} in the REST API and the events_get tool in the MCP server. - [Read the event feed](https://ownrecord.io/docs/reference/events-list.md): The events.list operation: GET /api/v1/events in the REST API and the events_list tool in the MCP server. - [Request an accounting export](https://ownrecord.io/docs/reference/exports-create.md): The exports.create operation: POST /api/v1/exports in the REST API and the exports_create tool in the MCP server. - [Get an accounting export](https://ownrecord.io/docs/reference/exports-get.md): The exports.get operation: GET /api/v1/exports/{id} in the REST API and the exports_get tool in the MCP server. - [Get the general-ledger mapping](https://ownrecord.io/docs/reference/exports-gl-mapping-get.md): The exports.gl_mapping.get operation: GET /api/v1/exports/gl_mapping in the REST API and the exports_gl_mapping_get tool in the MCP server. - [Set the general-ledger mapping](https://ownrecord.io/docs/reference/exports-gl-mapping-set.md): The exports.gl_mapping.set operation: PUT /api/v1/exports/gl_mapping in the REST API and the exports_gl_mapping_set tool in the MCP server. - [List accounting exports](https://ownrecord.io/docs/reference/exports-list.md): The exports.list operation: GET /api/v1/exports in the REST API and the exports_list tool in the MCP server. - [Create a feature](https://ownrecord.io/docs/reference/features-create.md): The features.create operation: POST /api/v1/features in the REST API and the features_create tool in the MCP server. - [List features](https://ownrecord.io/docs/reference/features-list.md): The features.list operation: GET /api/v1/features in the REST API and the features_list tool in the MCP server. - [Update a feature](https://ownrecord.io/docs/reference/features-update.md): The features.update operation: PATCH /api/v1/features/{id} in the REST API and the features_update tool in the MCP server. - [Filing calendar](https://ownrecord.io/docs/reference/filing-periods-calendar.md): The filing_periods.calendar operation: GET /api/v1/filing_calendar in the REST API and the filing_periods_calendar tool in the MCP server. - [Upload a filing document](https://ownrecord.io/docs/reference/filing-periods-documents-upload.md): The filing_periods.documents.upload operation: POST /api/v1/filing_periods/{id}/documents in the REST API and the filing_periods_documents_upload tool in the MCP server. - [Get a filing period](https://ownrecord.io/docs/reference/filing-periods-get.md): The filing_periods.get operation: GET /api/v1/filing_periods/{id} in the REST API and the filing_periods_get tool in the MCP server. - [List filing periods](https://ownrecord.io/docs/reference/filing-periods-list.md): The filing_periods.list operation: GET /api/v1/filing_periods in the REST API and the filing_periods_list tool in the MCP server. - [Lock a filing period](https://ownrecord.io/docs/reference/filing-periods-lock.md): The filing_periods.lock operation: POST /api/v1/filing_periods/{id}/lock in the REST API and the filing_periods_lock tool in the MCP server. - [Mark a return paid](https://ownrecord.io/docs/reference/filing-periods-mark-paid.md): The filing_periods.mark_paid operation: POST /api/v1/filing_periods/{id}/mark_paid in the REST API and the filing_periods_mark_paid tool in the MCP server. - [Get a filing package](https://ownrecord.io/docs/reference/filing-periods-package.md): The filing_periods.package operation: GET /api/v1/filing_periods/{id}/package in the REST API and the filing_periods_package tool in the MCP server. - [Prepare a filing period's report](https://ownrecord.io/docs/reference/filing-periods-prepare.md): The filing_periods.prepare operation: POST /api/v1/filing_periods/{id}/prepare in the REST API and the filing_periods_prepare tool in the MCP server. - [Download a filing report](https://ownrecord.io/docs/reference/filing-periods-report.md): The filing_periods.report operation: GET /api/v1/filing_periods/{id}/report/{format} in the REST API and the filing_periods_report tool in the MCP server. - [List filing schedules](https://ownrecord.io/docs/reference/filing-periods-schedules.md): The filing_periods.schedules operation: GET /api/v1/filing_schedules in the REST API and the filing_periods_schedules tool in the MCP server. - [Set a registration's filing schedule](https://ownrecord.io/docs/reference/filing-periods-set-schedule.md): The filing_periods.set_schedule operation: POST /api/v1/filing_schedules/{regimeId} in the REST API and the filing_periods_set_schedule tool in the MCP server. - [Mark a return submitted](https://ownrecord.io/docs/reference/filing-periods-submit.md): The filing_periods.submit operation: POST /api/v1/filing_periods/{id}/submit in the REST API and the filing_periods_submit tool in the MCP server. - [Accept an invitation](https://ownrecord.io/docs/reference/invitations-accept.md): The invitations.accept operation: POST /api/v1/invitations/accept in the REST API and the invitations_accept tool in the MCP server. - [Invite someone to the organization](https://ownrecord.io/docs/reference/invitations-create.md): The invitations.create operation: POST /api/v1/invitations in the REST API and the invitations_create tool in the MCP server. - [List invitations](https://ownrecord.io/docs/reference/invitations-list.md): The invitations.list operation: GET /api/v1/invitations in the REST API and the invitations_list tool in the MCP server. - [Look up an invitation](https://ownrecord.io/docs/reference/invitations-lookup.md): The invitations.lookup operation: POST /api/v1/invitations/lookup in the REST API and the invitations_lookup tool in the MCP server. - [Revoke an invitation](https://ownrecord.io/docs/reference/invitations-revoke.md): The invitations.revoke operation: POST /api/v1/invitations/{id}/revoke in the REST API and the invitations_revoke tool in the MCP server. - [Create an invoice item](https://ownrecord.io/docs/reference/invoice-items-create.md): The invoice_items.create operation: POST /api/v1/invoice_items in the REST API and the invoice_items_create tool in the MCP server. - [Delete an invoice item](https://ownrecord.io/docs/reference/invoice-items-delete.md): The invoice_items.delete operation: DELETE /api/v1/invoice_items/{id} in the REST API and the invoice_items_delete tool in the MCP server. - [List invoice items](https://ownrecord.io/docs/reference/invoice-items-list.md): The invoice_items.list operation: GET /api/v1/invoice_items in the REST API and the invoice_items_list tool in the MCP server. - [Create a draft invoice](https://ownrecord.io/docs/reference/invoices-create.md): The invoices.create operation: POST /api/v1/invoices in the REST API and the invoices_create tool in the MCP server. - [Finalize a draft invoice](https://ownrecord.io/docs/reference/invoices-finalize.md): The invoices.finalize operation: POST /api/v1/invoices/{id}/finalize in the REST API and the invoices_finalize tool in the MCP server. - [Get an invoice](https://ownrecord.io/docs/reference/invoices-get.md): The invoices.get operation: GET /api/v1/invoices/{id} in the REST API and the invoices_get tool in the MCP server. - [Get an invoice for its hosted page](https://ownrecord.io/docs/reference/invoices-hosted-get.md): The invoices.hosted.get operation: GET /api/v1/public/invoices/{invoiceId} in the REST API and the invoices_hosted_get tool in the MCP server. - [Pay an invoice by card](https://ownrecord.io/docs/reference/invoices-hosted-pay.md): The invoices.hosted.pay operation: POST /api/v1/public/invoices/{invoiceId}/pay in the REST API and the invoices_hosted_pay tool in the MCP server. - [List invoices](https://ownrecord.io/docs/reference/invoices-list.md): The invoices.list operation: GET /api/v1/invoices in the REST API and the invoices_list tool in the MCP server. - [Mark an invoice paid](https://ownrecord.io/docs/reference/invoices-mark-paid.md): The invoices.mark_paid operation: POST /api/v1/invoices/{id}/mark_paid in the REST API and the invoices_mark_paid tool in the MCP server. - [Mark an invoice uncollectible](https://ownrecord.io/docs/reference/invoices-mark-uncollectible.md): The invoices.mark_uncollectible operation: POST /api/v1/invoices/{id}/mark_uncollectible in the REST API and the invoices_mark_uncollectible tool in the MCP server. - [Download an invoice PDF](https://ownrecord.io/docs/reference/invoices-pdf.md): The invoices.pdf operation: GET /api/v1/invoices/{id}/pdf in the REST API and the invoices_pdf tool in the MCP server. - [Send an invoice for payment](https://ownrecord.io/docs/reference/invoices-send.md): The invoices.send operation: POST /api/v1/invoices/{id}/send in the REST API and the invoices_send tool in the MCP server. - [Preview a subscription's next invoice](https://ownrecord.io/docs/reference/invoices-upcoming.md): The invoices.upcoming operation: GET /api/v1/invoices/upcoming in the REST API and the invoices_upcoming tool in the MCP server. - [Update an invoice](https://ownrecord.io/docs/reference/invoices-update.md): The invoices.update operation: PATCH /api/v1/invoices/{id} in the REST API and the invoices_update tool in the MCP server. - [Void an invoice](https://ownrecord.io/docs/reference/invoices-void.md): The invoices.void operation: POST /api/v1/invoices/{id}/void in the REST API and the invoices_void tool in the MCP server. - [List the demand index](https://ownrecord.io/docs/reference/knowledge-demand-list.md): The knowledge.demand.list operation: GET /api/v1/tax/knowledge/demand in the REST API and the knowledge_demand_list tool in the MCP server. - [List tax jurisdictions and their coverage](https://ownrecord.io/docs/reference/knowledge-jurisdictions-list.md): The knowledge.jurisdictions.list operation: GET /api/v1/tax/knowledge/jurisdictions in the REST API and the knowledge_jurisdictions_list tool in the MCP server. - [Get a playbook](https://ownrecord.io/docs/reference/knowledge-playbooks-get.md): The knowledge.playbooks.get operation: GET /api/v1/tax/knowledge/playbooks/{id} in the REST API and the knowledge_playbooks_get tool in the MCP server. - [List playbooks](https://ownrecord.io/docs/reference/knowledge-playbooks-list.md): The knowledge.playbooks.list operation: GET /api/v1/tax/knowledge/playbooks in the REST API and the knowledge_playbooks_list tool in the MCP server. - [List tax rates](https://ownrecord.io/docs/reference/knowledge-rates-list.md): The knowledge.rates.list operation: GET /api/v1/tax/knowledge/rates in the REST API and the knowledge_rates_list tool in the MCP server. - [Get a tax regime](https://ownrecord.io/docs/reference/knowledge-regimes-get.md): The knowledge.regimes.get operation: GET /api/v1/tax/knowledge/regimes/{id} in the REST API and the knowledge_regimes_get tool in the MCP server. - [List tax regimes](https://ownrecord.io/docs/reference/knowledge-regimes-list.md): The knowledge.regimes.list operation: GET /api/v1/tax/knowledge/regimes in the REST API and the knowledge_regimes_list tool in the MCP server. - [Get a research wave report](https://ownrecord.io/docs/reference/knowledge-research-reports-get.md): The knowledge.research_reports.get operation: GET /api/v1/tax/knowledge/research/reports/{id} in the REST API and the knowledge_research_reports_get tool in the MCP server. - [Get the research schedule](https://ownrecord.io/docs/reference/knowledge-research-get.md): The knowledge.research.get operation: GET /api/v1/tax/knowledge/research in the REST API and the knowledge_research_get tool in the MCP server. - [Open a knowledge review item](https://ownrecord.io/docs/reference/knowledge-review-items-create.md): The knowledge.review_items.create operation: POST /api/v1/tax/knowledge/review_items in the REST API and the knowledge_review_items_create tool in the MCP server. - [Get a knowledge review item](https://ownrecord.io/docs/reference/knowledge-review-items-get.md): The knowledge.review_items.get operation: GET /api/v1/tax/knowledge/review_items/{id} in the REST API and the knowledge_review_items_get tool in the MCP server. - [List knowledge review items](https://ownrecord.io/docs/reference/knowledge-review-items-list.md): The knowledge.review_items.list operation: GET /api/v1/tax/knowledge/review_items in the REST API and the knowledge_review_items_list tool in the MCP server. - [Update a knowledge review item](https://ownrecord.io/docs/reference/knowledge-review-items-update.md): The knowledge.review_items.update operation: PATCH /api/v1/tax/knowledge/review_items/{id} in the REST API and the knowledge_review_items_update tool in the MCP server. - [Get the loaded tax knowledge](https://ownrecord.io/docs/reference/knowledge-state-get.md): The knowledge.state.get operation: GET /api/v1/tax/knowledge in the REST API and the knowledge_state_get tool in the MCP server. - [Send a sales enquiry to Ownrecord](https://ownrecord.io/docs/reference/leads-create.md): The leads.create operation: POST /api/v1/public/{brandSlug}/leads in the REST API and the leads_create tool in the MCP server. - [Lease wallet funds](https://ownrecord.io/docs/reference/leases-create.md): The leases.create operation: POST /api/v1/wallets/{id}/leases in the REST API and the leases_create tool in the MCP server. - [Get a lease](https://ownrecord.io/docs/reference/leases-get.md): The leases.get operation: GET /api/v1/leases/{id} in the REST API and the leases_get tool in the MCP server. - [Settle a lease](https://ownrecord.io/docs/reference/leases-settle.md): The leases.settle operation: POST /api/v1/leases/{id}/settle in the REST API and the leases_settle tool in the MCP server. - [Get a ledger account](https://ownrecord.io/docs/reference/ledger-accounts-get.md): The ledger.accounts.get operation: GET /api/v1/ledger/accounts/{id} in the REST API and the ledger_accounts_get tool in the MCP server. - [List ledger accounts](https://ownrecord.io/docs/reference/ledger-accounts-list.md): The ledger.accounts.list operation: GET /api/v1/ledger/accounts in the REST API and the ledger_accounts_list tool in the MCP server. - [Create a manual ledger adjustment](https://ownrecord.io/docs/reference/ledger-adjustments-create.md): The ledger.adjustments.create operation: POST /api/v1/ledger/adjustments in the REST API and the ledger_adjustments_create tool in the MCP server. - [Get a ledger transaction](https://ownrecord.io/docs/reference/ledger-transactions-get.md): The ledger.transactions.get operation: GET /api/v1/ledger/transactions/{id} in the REST API and the ledger_transactions_get tool in the MCP server. - [List ledger transactions](https://ownrecord.io/docs/reference/ledger-transactions-list.md): The ledger.transactions.list operation: GET /api/v1/ledger/transactions in the REST API and the ledger_transactions_list tool in the MCP server. - [Get the trial balance](https://ownrecord.io/docs/reference/ledger-trial-balance.md): The ledger.trial_balance operation: GET /api/v1/ledger/trial_balance in the REST API and the ledger_trial_balance tool in the MCP server. - [Accept the terms or the DPA](https://ownrecord.io/docs/reference/legal-accept.md): The legal.accept operation: POST /api/v1/legal_acceptance in the REST API and the legal_accept tool in the MCP server. - [Get the legal acceptance](https://ownrecord.io/docs/reference/legal-acceptance-get.md): The legal.acceptance_get operation: GET /api/v1/legal_acceptance in the REST API and the legal_acceptance_get tool in the MCP server. - [List members](https://ownrecord.io/docs/reference/members-list.md): The members.list operation: GET /api/v1/members in the REST API and the members_list tool in the MCP server. - [Remove a member](https://ownrecord.io/docs/reference/members-remove.md): The members.remove operation: DELETE /api/v1/members/{id} in the REST API and the members_remove tool in the MCP server. - [Change a member's role or scope](https://ownrecord.io/docs/reference/members-update.md): The members.update operation: PATCH /api/v1/members/{id} in the REST API and the members_update tool in the MCP server. - [Connect an MCP client to an organization (consent)](https://ownrecord.io/docs/reference/oauth-connections-create.md): The oauth_connections.create operation: POST /api/v1/oauth_connections in the REST API and the oauth_connections_create tool in the MCP server. - [List your connected OAuth clients](https://ownrecord.io/docs/reference/oauth-connections-list.md): The oauth_connections.list operation: GET /api/v1/oauth_connections in the REST API and the oauth_connections_list tool in the MCP server. - [Disconnect an OAuth client](https://ownrecord.io/docs/reference/oauth-connections-revoke.md): The oauth_connections.revoke operation: POST /api/v1/oauth_connections/{id}/revoke in the REST API and the oauth_connections_revoke tool in the MCP server. - [Get the onboarding checklist](https://ownrecord.io/docs/reference/onboarding-get.md): The onboarding.get operation: GET /api/v1/onboarding in the REST API and the onboarding_get tool in the MCP server. - [Skip, resume or confirm an onboarding step](https://ownrecord.io/docs/reference/onboarding-steps-update.md): The onboarding.steps.update operation: POST /api/v1/onboarding/steps/{step} in the REST API and the onboarding_steps_update tool in the MCP server. - [Close the organization](https://ownrecord.io/docs/reference/organizations-close.md): The organizations.close operation: POST /api/v1/organizations/{id}/close in the REST API and the organizations_close tool in the MCP server. - [Get the organization's closure](https://ownrecord.io/docs/reference/organizations-closure-get.md): The organizations.closure.get operation: GET /api/v1/organizations/{id}/closure in the REST API and the organizations_closure_get tool in the MCP server. - [Create an organization](https://ownrecord.io/docs/reference/organizations-create.md): The organizations.create operation: POST /api/v1/organizations in the REST API and the organizations_create tool in the MCP server. - [Export the organization's data](https://ownrecord.io/docs/reference/organizations-export.md): The organizations.export operation: POST /api/v1/organizations/{id}/exports in the REST API and the organizations_export tool in the MCP server. - [List the organization's exports](https://ownrecord.io/docs/reference/organizations-exports-list.md): The organizations.exports.list operation: GET /api/v1/organizations/{id}/exports in the REST API and the organizations_exports_list tool in the MCP server. - [Get the organization](https://ownrecord.io/docs/reference/organizations-get.md): The organizations.get operation: GET /api/v1/organizations/{id} in the REST API and the organizations_get tool in the MCP server. - [List your organizations](https://ownrecord.io/docs/reference/organizations-list-mine.md): The organizations.list_mine operation: GET /api/v1/organizations in the REST API and the organizations_list_mine tool in the MCP server. - [Lift an abuse suspension](https://ownrecord.io/docs/reference/organizations-reinstate.md): The organizations.reinstate operation: POST /api/v1/platform/organizations/{orgId}/reinstate in the REST API and the organizations_reinstate tool in the MCP server. - [Suspend an organization for abuse](https://ownrecord.io/docs/reference/organizations-suspend.md): The organizations.suspend operation: POST /api/v1/platform/organizations/{orgId}/suspend in the REST API and the organizations_suspend tool in the MCP server. - [Update the organization](https://ownrecord.io/docs/reference/organizations-update.md): The organizations.update operation: PATCH /api/v1/organizations/{id} in the REST API and the organizations_update tool in the MCP server. - [Accept ownership of an organization](https://ownrecord.io/docs/reference/ownership-transfers-accept.md): The ownership_transfers.accept operation: POST /api/v1/ownership_transfers/accept in the REST API and the ownership_transfers_accept tool in the MCP server. - [Cancel the open offer of ownership](https://ownrecord.io/docs/reference/ownership-transfers-cancel.md): The ownership_transfers.cancel operation: POST /api/v1/ownership_transfers/cancel in the REST API and the ownership_transfers_cancel tool in the MCP server. - [Offer ownership to another member](https://ownrecord.io/docs/reference/ownership-transfers-create.md): The ownership_transfers.create operation: POST /api/v1/ownership_transfers in the REST API and the ownership_transfers_create tool in the MCP server. - [Get the open offer of ownership](https://ownrecord.io/docs/reference/ownership-transfers-get.md): The ownership_transfers.get operation: GET /api/v1/ownership_transfers/current in the REST API and the ownership_transfers_get tool in the MCP server. - [List the offers of ownership for you](https://ownrecord.io/docs/reference/ownership-transfers-list-mine.md): The ownership_transfers.list_mine operation: GET /api/v1/ownership_transfers/mine in the REST API and the ownership_transfers_list_mine tool in the MCP server. - [Accept the partner terms](https://ownrecord.io/docs/reference/partner-terms-accept.md): The partner_terms.accept operation: POST /api/v1/partner_terms_acceptance in the REST API and the partner_terms_accept tool in the MCP server. - [Get the partner terms acceptance](https://ownrecord.io/docs/reference/partner-terms-get.md): The partner_terms.get operation: GET /api/v1/partner_terms_acceptance in the REST API and the partner_terms_get tool in the MCP server. - [Detach a payment method](https://ownrecord.io/docs/reference/payment-methods-delete.md): The payment_methods.delete operation: DELETE /api/v1/payment_methods/{id} in the REST API and the payment_methods_delete tool in the MCP server. - [Get a payment method](https://ownrecord.io/docs/reference/payment-methods-get.md): The payment_methods.get operation: GET /api/v1/payment_methods/{id} in the REST API and the payment_methods_get tool in the MCP server. - [List a customer's payment methods](https://ownrecord.io/docs/reference/payment-methods-list.md): The payment_methods.list operation: GET /api/v1/customers/{customerId}/payment_methods in the REST API and the payment_methods_list tool in the MCP server. - [Make a payment method the default](https://ownrecord.io/docs/reference/payment-methods-set-default.md): The payment_methods.set_default operation: POST /api/v1/payment_methods/{id}/set_default in the REST API and the payment_methods_set_default tool in the MCP server. - [Change the organization's Ownrecord plan](https://ownrecord.io/docs/reference/platform-billing-change-plan.md): The platform_billing.change_plan operation: POST /api/v1/platform_billing/plan in the REST API and the platform_billing_change_plan tool in the MCP server. - [Get the organization's Ownrecord plan](https://ownrecord.io/docs/reference/platform-billing-get.md): The platform_billing.get operation: GET /api/v1/platform_billing in the REST API and the platform_billing_get tool in the MCP server. - [Get an organization's unpaid-plan escalation](https://ownrecord.io/docs/reference/platform-billing-holds-get.md): The platform_billing.holds.get operation: GET /api/v1/platform/organizations/{orgId}/billing_hold in the REST API and the platform_billing_holds_get tool in the MCP server. - [Lift a hold on an organization's escalation](https://ownrecord.io/docs/reference/platform-billing-holds-lift.md): The platform_billing.holds.lift operation: DELETE /api/v1/platform/organizations/{orgId}/billing_hold in the REST API and the platform_billing_holds_lift tool in the MCP server. - [Hold an organization's unpaid-plan escalation](https://ownrecord.io/docs/reference/platform-billing-holds-set.md): The platform_billing.holds.set operation: PUT /api/v1/platform/organizations/{orgId}/billing_hold in the REST API and the platform_billing_holds_set tool in the MCP server. - [Remove an organization's plan override](https://ownrecord.io/docs/reference/platform-billing-plan-override-remove.md): The platform_billing.plan_override.remove operation: DELETE /api/v1/platform/organizations/{orgId}/plan_override in the REST API and the platform_billing_plan_override_remove tool in the MCP server. - [Override an organization's plan](https://ownrecord.io/docs/reference/platform-billing-plan-override-set.md): The platform_billing.plan_override.set operation: PUT /api/v1/platform/organizations/{orgId}/plan_override in the REST API and the platform_billing_plan_override_set tool in the MCP server. - [Open the Ownrecord billing portal](https://ownrecord.io/docs/reference/platform-billing-portal-sessions-create.md): The platform_billing.portal_sessions.create operation: POST /api/v1/platform_billing/portal_sessions in the REST API and the platform_billing_portal_sessions_create tool in the MCP server. - [Get the platform billing settings](https://ownrecord.io/docs/reference/platform-billing-settings-get.md): The platform_billing.settings.get operation: GET /api/v1/platform/billing_settings in the REST API and the platform_billing_settings_get tool in the MCP server. - [Change the platform billing thresholds](https://ownrecord.io/docs/reference/platform-billing-settings-update.md): The platform_billing.settings.update operation: PATCH /api/v1/platform/billing_settings in the REST API and the platform_billing_settings_update tool in the MCP server. - [Create an announcement](https://ownrecord.io/docs/reference/platform-announcements-create.md): The platform.announcements.create operation: POST /api/v1/platform/announcements in the REST API and the platform_announcements_create tool in the MCP server. - [End an announcement](https://ownrecord.io/docs/reference/platform-announcements-end.md): The platform.announcements.end operation: POST /api/v1/platform/announcements/{id}/end in the REST API and the platform_announcements_end tool in the MCP server. - [List announcements](https://ownrecord.io/docs/reference/platform-announcements-list.md): The platform.announcements.list operation: GET /api/v1/platform/announcements in the REST API and the platform_announcements_list tool in the MCP server. - [Approve, reject or ask for changes to a listed app](https://ownrecord.io/docs/reference/platform-app-reviews-decide.md): The platform.app_reviews.decide operation: POST /api/v1/platform/app_reviews/{id}/decide in the REST API and the platform_app_reviews_decide tool in the MCP server. - [Get a listed app's review](https://ownrecord.io/docs/reference/platform-app-reviews-get.md): The platform.app_reviews.get operation: GET /api/v1/platform/app_reviews/{id} in the REST API and the platform_app_reviews_get tool in the MCP server. - [List listed apps waiting for review](https://ownrecord.io/docs/reference/platform-app-reviews-list.md): The platform.app_reviews.list operation: GET /api/v1/platform/app_reviews in the REST API and the platform_app_reviews_list tool in the MCP server. - [Get an app in the platform console](https://ownrecord.io/docs/reference/platform-apps-get.md): The platform.apps.get operation: GET /api/v1/platform/apps/{id} in the REST API and the platform_apps_get tool in the MCP server. - [List apps in the platform console](https://ownrecord.io/docs/reference/platform-apps-list.md): The platform.apps.list operation: GET /api/v1/platform/apps in the REST API and the platform_apps_list tool in the MCP server. - [Reinstate a suspended app](https://ownrecord.io/docs/reference/platform-apps-reinstate.md): The platform.apps.reinstate operation: POST /api/v1/platform/apps/{id}/reinstate in the REST API and the platform_apps_reinstate tool in the MCP server. - [Suspend an app everywhere](https://ownrecord.io/docs/reference/platform-apps-suspend.md): The platform.apps.suspend operation: POST /api/v1/platform/apps/{id}/suspend in the REST API and the platform_apps_suspend tool in the MCP server. - [Record an AUP report](https://ownrecord.io/docs/reference/platform-aup-reports-create.md): The platform.aup_reports.create operation: POST /api/v1/platform/aup_reports in the REST API and the platform_aup_reports_create tool in the MCP server. - [Resolve an AUP report](https://ownrecord.io/docs/reference/platform-aup-reports-resolve.md): The platform.aup_reports.resolve operation: POST /api/v1/platform/aup_reports/{orgId}/{n}/resolve in the REST API and the platform_aup_reports_resolve tool in the MCP server. - [Get maintenance mode](https://ownrecord.io/docs/reference/platform-maintenance-get.md): The platform.maintenance.get operation: GET /api/v1/platform/maintenance in the REST API and the platform_maintenance_get tool in the MCP server. - [Turn maintenance mode on or off](https://ownrecord.io/docs/reference/platform-maintenance-set.md): The platform.maintenance.set operation: POST /api/v1/platform/maintenance in the REST API and the platform_maintenance_set tool in the MCP server. - [Add a staff note to an organization](https://ownrecord.io/docs/reference/platform-organizations-add-note.md): The platform.organizations.add_note operation: POST /api/v1/platform/organizations/{id}/notes in the REST API and the platform_organizations_add_note tool in the MCP server. - [Get an organization (platform view)](https://ownrecord.io/docs/reference/platform-organizations-get.md): The platform.organizations.get operation: GET /api/v1/platform/organizations/{id} in the REST API and the platform_organizations_get tool in the MCP server. - [List and search organizations](https://ownrecord.io/docs/reference/platform-organizations-list.md): The platform.organizations.list operation: GET /api/v1/platform/organizations in the REST API and the platform_organizations_list tool in the MCP server. - [Get the platform console overview](https://ownrecord.io/docs/reference/platform-overview-get.md): The platform.overview.get operation: GET /api/v1/platform/overview in the REST API and the platform_overview_get tool in the MCP server. - [Get risk and abuse signals](https://ownrecord.io/docs/reference/platform-risk-get.md): The platform.risk.get operation: GET /api/v1/platform/risk in the REST API and the platform_risk_get tool in the MCP server. - [List platform staff](https://ownrecord.io/docs/reference/platform-staff-list.md): The platform.staff.list operation: GET /api/v1/platform/staff in the REST API and the platform_staff_list tool in the MCP server. - [Give or remove a platform role](https://ownrecord.io/docs/reference/platform-staff-set-role.md): The platform.staff.set_role operation: POST /api/v1/platform/staff in the REST API and the platform_staff_set_role tool in the MCP server. - [Get the platform's operational health](https://ownrecord.io/docs/reference/platform-system-get.md): The platform.system.get operation: GET /api/v1/platform/system in the REST API and the platform_system_get tool in the MCP server. - [Disable an account and end its sessions](https://ownrecord.io/docs/reference/platform-users-disable.md): The platform.users.disable operation: POST /api/v1/platform/users/{userId}/disable in the REST API and the platform_users_disable tool in the MCP server. - [Enable a disabled account](https://ownrecord.io/docs/reference/platform-users-enable.md): The platform.users.enable operation: POST /api/v1/platform/users/{userId}/enable in the REST API and the platform_users_enable tool in the MCP server. - [Look up an account](https://ownrecord.io/docs/reference/platform-users-lookup.md): The platform.users.lookup operation: POST /api/v1/platform/users/lookup in the REST API and the platform_users_lookup tool in the MCP server. - [Look up a user's sign-in activity](https://ownrecord.io/docs/reference/platform-users-sign-ins-list.md): The platform.users.sign_ins.list operation: POST /api/v1/platform/users/sign_ins in the REST API and the platform_users_sign_ins_list tool in the MCP server. - [Approve or reject a legal entity's verification](https://ownrecord.io/docs/reference/platform-verifications-decide.md): The platform.verifications.decide operation: POST /api/v1/platform/verifications/{orgId}/{entityId}/decide in the REST API and the platform_verifications_decide tool in the MCP server. - [Get a legal entity's verification](https://ownrecord.io/docs/reference/platform-verifications-get.md): The platform.verifications.get operation: GET /api/v1/platform/verifications/{orgId}/{entityId} in the REST API and the platform_verifications_get tool in the MCP server. - [List legal entities waiting for document review](https://ownrecord.io/docs/reference/platform-verifications-list.md): The platform.verifications.list operation: GET /api/v1/platform/verifications in the REST API and the platform_verifications_list tool in the MCP server. - [Get your customer account](https://ownrecord.io/docs/reference/portal-account-get.md): The portal.account.get operation: GET /api/v1/portal/me in the REST API and the portal_account_get tool in the MCP server. - [Get a brand's customer portal](https://ownrecord.io/docs/reference/portal-brand-get.md): The portal.brand.get operation: GET /api/v1/public/{brandSlug}/portal in the REST API and the portal_brand_get tool in the MCP server. - [Get your credit balance](https://ownrecord.io/docs/reference/portal-credit-balance-get.md): The portal.credit_balance.get operation: GET /api/v1/portal/me/credit_balance in the REST API and the portal_credit_balance_get tool in the MCP server. - [List your credit notes](https://ownrecord.io/docs/reference/portal-credit-notes-list.md): The portal.credit_notes.list operation: GET /api/v1/portal/me/credit_notes in the REST API and the portal_credit_notes_list tool in the MCP server. - [List the credit packs you can buy](https://ownrecord.io/docs/reference/portal-credit-packs-list.md): The portal.credit_packs.list operation: GET /api/v1/portal/me/credit_packs in the REST API and the portal_credit_packs_list tool in the MCP server. - [Export your data](https://ownrecord.io/docs/reference/portal-export-get.md): The portal.export.get operation: GET /api/v1/portal/me/export in the REST API and the portal_export_get tool in the MCP server. - [Get one of your invoices](https://ownrecord.io/docs/reference/portal-invoices-get.md): The portal.invoices.get operation: GET /api/v1/portal/me/invoices/{invoiceId} in the REST API and the portal_invoices_get tool in the MCP server. - [List your invoices](https://ownrecord.io/docs/reference/portal-invoices-list.md): The portal.invoices.list operation: GET /api/v1/portal/me/invoices in the REST API and the portal_invoices_list tool in the MCP server. - [Pay one of your invoices by card](https://ownrecord.io/docs/reference/portal-invoices-pay.md): The portal.invoices.pay operation: POST /api/v1/portal/me/invoices/{invoiceId}/pay in the REST API and the portal_invoices_pay tool in the MCP server. - [Email a customer a portal sign-in link](https://ownrecord.io/docs/reference/portal-login-links-request.md): The portal.login_links.request operation: POST /api/v1/public/{brandSlug}/portal/login_links in the REST API and the portal_login_links_request tool in the MCP server. - [Remove a payment method](https://ownrecord.io/docs/reference/portal-payment-methods-delete.md): The portal.payment_methods.delete operation: DELETE /api/v1/portal/me/payment_methods/{paymentMethodId} in the REST API and the portal_payment_methods_delete tool in the MCP server. - [List your payment methods](https://ownrecord.io/docs/reference/portal-payment-methods-list.md): The portal.payment_methods.list operation: GET /api/v1/portal/me/payment_methods in the REST API and the portal_payment_methods_list tool in the MCP server. - [Make a payment method your default](https://ownrecord.io/docs/reference/portal-payment-methods-set-default.md): The portal.payment_methods.set_default operation: POST /api/v1/portal/me/payment_methods/{paymentMethodId}/set_default in the REST API and the portal_payment_methods_set_default tool in the MCP server. - [Add a payment method](https://ownrecord.io/docs/reference/portal-payment-methods-setup.md): The portal.payment_methods.setup operation: POST /api/v1/portal/me/payment_methods/setup in the REST API and the portal_payment_methods_setup tool in the MCP server. - [Charge your default card for all your subscriptions](https://ownrecord.io/docs/reference/portal-payment-methods-use-for-subscriptions.md): The portal.payment_methods.use_for_subscriptions operation: POST /api/v1/portal/me/payment_methods/{paymentMethodId}/use_for_subscriptions in the REST API and the portal_payment_methods_use_for_subscriptions tool in the MCP server. - [Generate a customer portal link](https://ownrecord.io/docs/reference/portal-sessions-create.md): The portal.sessions.create operation: POST /api/v1/portal/sessions in the REST API and the portal_sessions_create tool in the MCP server. - [Sign in to the customer portal with a link](https://ownrecord.io/docs/reference/portal-sessions-redeem.md): The portal.sessions.redeem operation: POST /api/v1/public/portal_sessions/{portalSessionId}/redeem in the REST API and the portal_sessions_redeem tool in the MCP server. - [Sign out of the customer portal](https://ownrecord.io/docs/reference/portal-sessions-revoke.md): The portal.sessions.revoke operation: DELETE /api/v1/portal/me/session in the REST API and the portal_sessions_revoke tool in the MCP server. - [Apply a promotion code to your subscription](https://ownrecord.io/docs/reference/portal-subscriptions-apply-promotion-code.md): The portal.subscriptions.apply_promotion_code operation: POST /api/v1/portal/me/subscriptions/{subscriptionId}/promotion_code in the REST API and the portal_subscriptions_apply_promotion_code tool in the MCP server. - [Cancel your subscription](https://ownrecord.io/docs/reference/portal-subscriptions-cancel.md): The portal.subscriptions.cancel operation: POST /api/v1/portal/me/subscriptions/{subscriptionId}/cancel in the REST API and the portal_subscriptions_cancel tool in the MCP server. - [Get one of your subscriptions](https://ownrecord.io/docs/reference/portal-subscriptions-get.md): The portal.subscriptions.get operation: GET /api/v1/portal/me/subscriptions/{subscriptionId} in the REST API and the portal_subscriptions_get tool in the MCP server. - [List your subscriptions](https://ownrecord.io/docs/reference/portal-subscriptions-list.md): The portal.subscriptions.list operation: GET /api/v1/portal/me/subscriptions in the REST API and the portal_subscriptions_list tool in the MCP server. - [Preview a plan or quantity change](https://ownrecord.io/docs/reference/portal-subscriptions-preview-change.md): The portal.subscriptions.preview_change operation: POST /api/v1/portal/me/subscriptions/{subscriptionId}/preview_change in the REST API and the portal_subscriptions_preview_change tool in the MCP server. - [Keep your subscription](https://ownrecord.io/docs/reference/portal-subscriptions-reactivate.md): The portal.subscriptions.reactivate operation: POST /api/v1/portal/me/subscriptions/{subscriptionId}/reactivate in the REST API and the portal_subscriptions_reactivate tool in the MCP server. - [Choose the card a subscription charges](https://ownrecord.io/docs/reference/portal-subscriptions-set-payment-method.md): The portal.subscriptions.set_payment_method operation: POST /api/v1/portal/me/subscriptions/{subscriptionId}/payment_method in the REST API and the portal_subscriptions_set_payment_method tool in the MCP server. - [Switch plan or change the quantity](https://ownrecord.io/docs/reference/portal-subscriptions-update.md): The portal.subscriptions.update operation: POST /api/v1/portal/me/subscriptions/{subscriptionId} in the REST API and the portal_subscriptions_update tool in the MCP server. - [Update your billing details](https://ownrecord.io/docs/reference/portal-tax-details-update.md): The portal.tax_details.update operation: PATCH /api/v1/portal/me/tax_details in the REST API and the portal_tax_details_update tool in the MCP server. - [Add a tax ID to your account](https://ownrecord.io/docs/reference/portal-tax-ids-add.md): The portal.tax_ids.add operation: POST /api/v1/portal/me/tax_ids in the REST API and the portal_tax_ids_add tool in the MCP server. - [Remove a tax ID from your account](https://ownrecord.io/docs/reference/portal-tax-ids-delete.md): The portal.tax_ids.delete operation: DELETE /api/v1/portal/me/tax_ids/{taxIdId} in the REST API and the portal_tax_ids_delete tool in the MCP server. - [Set up auto-reload](https://ownrecord.io/docs/reference/portal-wallets-auto-reload-update.md): The portal.wallets.auto_reload.update operation: POST /api/v1/portal/me/wallets/{walletId}/auto_reload in the REST API and the portal_wallets_auto_reload_update tool in the MCP server. - [List your wallets and balances](https://ownrecord.io/docs/reference/portal-wallets-list.md): The portal.wallets.list operation: GET /api/v1/portal/me/wallets in the REST API and the portal_wallets_list tool in the MCP server. - [Top up your credits](https://ownrecord.io/docs/reference/portal-wallets-top-up.md): The portal.wallets.top_up operation: POST /api/v1/portal/me/wallets/top_up in the REST API and the portal_wallets_top_up tool in the MCP server. - [List your wallet's history](https://ownrecord.io/docs/reference/portal-wallets-transactions-list.md): The portal.wallets.transactions.list operation: GET /api/v1/portal/me/wallets/{walletId}/transactions in the REST API and the portal_wallets_transactions_list tool in the MCP server. - [Archive a price](https://ownrecord.io/docs/reference/prices-archive.md): The prices.archive operation: POST /api/v1/prices/{id}/archive in the REST API and the prices_archive tool in the MCP server. - [Create a price](https://ownrecord.io/docs/reference/prices-create.md): The prices.create operation: POST /api/v1/prices in the REST API and the prices_create tool in the MCP server. - [Get a price](https://ownrecord.io/docs/reference/prices-get.md): The prices.get operation: GET /api/v1/prices/{id} in the REST API and the prices_get tool in the MCP server. - [List prices](https://ownrecord.io/docs/reference/prices-list.md): The prices.list operation: GET /api/v1/prices in the REST API and the prices_list tool in the MCP server. - [Move a lookup key to a price](https://ownrecord.io/docs/reference/prices-move-lookup-key.md): The prices.move_lookup_key operation: POST /api/v1/prices/{id}/move_lookup_key in the REST API and the prices_move_lookup_key tool in the MCP server. - [Update a price](https://ownrecord.io/docs/reference/prices-update.md): The prices.update operation: PATCH /api/v1/prices/{id} in the REST API and the prices_update tool in the MCP server. - [Connect a payment processor](https://ownrecord.io/docs/reference/processor-connections-create.md): The processor_connections.create operation: POST /api/v1/processor_connections in the REST API and the processor_connections_create tool in the MCP server. - [Disconnect a processor connection](https://ownrecord.io/docs/reference/processor-connections-disconnect.md): The processor_connections.disconnect operation: POST /api/v1/processor_connections/{id}/disconnect in the REST API and the processor_connections_disconnect tool in the MCP server. - [List a connection's webhook events](https://ownrecord.io/docs/reference/processor-connections-events-list.md): The processor_connections.events.list operation: GET /api/v1/processor_connections/{id}/events in the REST API and the processor_connections_events_list tool in the MCP server. - [Get a processor connection](https://ownrecord.io/docs/reference/processor-connections-get.md): The processor_connections.get operation: GET /api/v1/processor_connections/{id} in the REST API and the processor_connections_get tool in the MCP server. - [List processor connections](https://ownrecord.io/docs/reference/processor-connections-list.md): The processor_connections.list operation: GET /api/v1/processor_connections in the REST API and the processor_connections_list tool in the MCP server. - [Show which processor connection serves each brand](https://ownrecord.io/docs/reference/processor-connections-routing-get.md): The processor_connections.routing.get operation: GET /api/v1/processor_routing in the REST API and the processor_connections_routing_get tool in the MCP server. - [Set a brand's processor connections](https://ownrecord.io/docs/reference/processor-connections-routing-update.md): The processor_connections.routing.update operation: PATCH /api/v1/processor_routing/{brandId} in the REST API and the processor_connections_routing_update tool in the MCP server. - [Test a processor connection](https://ownrecord.io/docs/reference/processor-connections-test.md): The processor_connections.test operation: POST /api/v1/processor_connections/{id}/test in the REST API and the processor_connections_test tool in the MCP server. - [Update a processor connection](https://ownrecord.io/docs/reference/processor-connections-update.md): The processor_connections.update operation: PATCH /api/v1/processor_connections/{id} in the REST API and the processor_connections_update tool in the MCP server. - [Send a product updates digest](https://ownrecord.io/docs/reference/product-updates-send.md): The product_updates.send operation: POST /api/v1/product_updates in the REST API and the product_updates_send tool in the MCP server. - [Archive a product](https://ownrecord.io/docs/reference/products-archive.md): The products.archive operation: POST /api/v1/products/{id}/archive in the REST API and the products_archive tool in the MCP server. - [Create a product](https://ownrecord.io/docs/reference/products-create.md): The products.create operation: POST /api/v1/products in the REST API and the products_create tool in the MCP server. - [Get a product](https://ownrecord.io/docs/reference/products-get.md): The products.get operation: GET /api/v1/products/{id} in the REST API and the products_get tool in the MCP server. - [List products](https://ownrecord.io/docs/reference/products-list.md): The products.list operation: GET /api/v1/products in the REST API and the products_list tool in the MCP server. - [Get the pricing table](https://ownrecord.io/docs/reference/products-pricing-table.md): The products.pricing_table operation: GET /api/v1/public/{brandSlug}/pricing_table in the REST API and the products_pricing_table tool in the MCP server. - [Update a product](https://ownrecord.io/docs/reference/products-update.md): The products.update operation: PATCH /api/v1/products/{id} in the REST API and the products_update tool in the MCP server. - [Archive a promotion code](https://ownrecord.io/docs/reference/promotion-codes-archive.md): The promotion_codes.archive operation: POST /api/v1/promotion_codes/{id}/archive in the REST API and the promotion_codes_archive tool in the MCP server. - [Create a promotion code](https://ownrecord.io/docs/reference/promotion-codes-create.md): The promotion_codes.create operation: POST /api/v1/promotion_codes in the REST API and the promotion_codes_create tool in the MCP server. - [Get a promotion code](https://ownrecord.io/docs/reference/promotion-codes-get.md): The promotion_codes.get operation: GET /api/v1/promotion_codes/{id} in the REST API and the promotion_codes_get tool in the MCP server. - [List promotion codes](https://ownrecord.io/docs/reference/promotion-codes-list.md): The promotion_codes.list operation: GET /api/v1/promotion_codes in the REST API and the promotion_codes_list tool in the MCP server. - [Update a promotion code](https://ownrecord.io/docs/reference/promotion-codes-update.md): The promotion_codes.update operation: PATCH /api/v1/promotion_codes/{id} in the REST API and the promotion_codes_update tool in the MCP server. - [List the processor connections' reconciliation](https://ownrecord.io/docs/reference/reconciliation-connections-list.md): The reconciliation.connections.list operation: GET /api/v1/reconciliation/connections in the REST API and the reconciliation_connections_list tool in the MCP server. - [Get a reconciliation item](https://ownrecord.io/docs/reference/reconciliation-items-get.md): The reconciliation.items.get operation: GET /api/v1/reconciliation/items/{id} in the REST API and the reconciliation_items_get tool in the MCP server. - [Ignore a reconciliation item](https://ownrecord.io/docs/reference/reconciliation-items-ignore.md): The reconciliation.items.ignore operation: POST /api/v1/reconciliation/items/{id}/ignore in the REST API and the reconciliation_items_ignore tool in the MCP server. - [List reconciliation items](https://ownrecord.io/docs/reference/reconciliation-items-list.md): The reconciliation.items.list operation: GET /api/v1/reconciliation/items in the REST API and the reconciliation_items_list tool in the MCP server. - [Resolve a reconciliation item](https://ownrecord.io/docs/reference/reconciliation-items-resolve.md): The reconciliation.items.resolve operation: POST /api/v1/reconciliation/items/{id}/resolve in the REST API and the reconciliation_items_resolve tool in the MCP server. - [Reconcile a processor connection now](https://ownrecord.io/docs/reference/reconciliation-runs-create.md): The reconciliation.runs.create operation: POST /api/v1/reconciliation/runs in the REST API and the reconciliation_runs_create tool in the MCP server. - [Refund a payment](https://ownrecord.io/docs/reference/refunds-create.md): The refunds.create operation: POST /api/v1/refunds in the REST API and the refunds_create tool in the MCP server. - [Get a refund](https://ownrecord.io/docs/reference/refunds-get.md): The refunds.get operation: GET /api/v1/refunds/{id} in the REST API and the refunds_get tool in the MCP server. - [List refunds](https://ownrecord.io/docs/reference/refunds-list.md): The refunds.list operation: GET /api/v1/refunds in the REST API and the refunds_list tool in the MCP server. - [List a regime's existing customers](https://ownrecord.io/docs/reference/registrations-affected-customers.md): The registrations.affected_customers operation: GET /api/v1/registrations/{id}/affected_customers in the REST API and the registrations_affected_customers tool in the MCP server. - [Arm a jurisdiction](https://ownrecord.io/docs/reference/registrations-arm.md): The registrations.arm operation: POST /api/v1/registrations/{id}/arm in the REST API and the registrations_arm tool in the MCP server. - [Deregister a jurisdiction](https://ownrecord.io/docs/reference/registrations-deregister.md): The registrations.deregister operation: POST /api/v1/registrations/{id}/deregister in the REST API and the registrations_deregister tool in the MCP server. - [Get a registration document](https://ownrecord.io/docs/reference/registrations-documents-get.md): The registrations.documents.get operation: GET /api/v1/registrations/{id}/documents/{file} in the REST API and the registrations_documents_get tool in the MCP server. - [Upload a registration document](https://ownrecord.io/docs/reference/registrations-documents-upload.md): The registrations.documents.upload operation: POST /api/v1/registrations/{id}/documents in the REST API and the registrations_documents_upload tool in the MCP server. - [Get a registration](https://ownrecord.io/docs/reference/registrations-get.md): The registrations.get operation: GET /api/v1/registrations/{id} in the REST API and the registrations_get tool in the MCP server. - [Get a registration's history](https://ownrecord.io/docs/reference/registrations-history.md): The registrations.history operation: GET /api/v1/registrations/{id}/history in the REST API and the registrations_history tool in the MCP server. - [List registrations](https://ownrecord.io/docs/reference/registrations-list.md): The registrations.list operation: GET /api/v1/registrations in the REST API and the registrations_list tool in the MCP server. - [Mark a registration application submitted](https://ownrecord.io/docs/reference/registrations-mark-application-submitted.md): The registrations.mark_application_submitted operation: POST /api/v1/registrations/{id}/mark_application_submitted in the REST API and the registrations_mark_application_submitted tool in the MCP server. - [Mark a jurisdiction registered](https://ownrecord.io/docs/reference/registrations-mark-registered.md): The registrations.mark_registered operation: POST /api/v1/registrations/{id}/mark_registered in the REST API and the registrations_mark_registered tool in the MCP server. - [Get a registration packet](https://ownrecord.io/docs/reference/registrations-packet.md): The registrations.packet operation: GET /api/v1/registrations/{id}/packet in the REST API and the registration_get_packet tool in the MCP server. - [Update a registration prerequisite](https://ownrecord.io/docs/reference/registrations-update-prerequisite.md): The registrations.update_prerequisite operation: PATCH /api/v1/registrations/{id}/prerequisites/{code} in the REST API and the registrations_update_prerequisite tool in the MCP server. - [List API requests](https://ownrecord.io/docs/reference/request-logs-list.md): The request_logs.list operation: GET /api/v1/request_logs in the REST API and the request_logs_list tool in the MCP server. - [Capture a reservation](https://ownrecord.io/docs/reference/reservations-capture.md): The reservations.capture operation: POST /api/v1/reservations/{id}/capture in the REST API and the reservations_capture tool in the MCP server. - [Reserve funds on a wallet](https://ownrecord.io/docs/reference/reservations-create.md): The reservations.create operation: POST /api/v1/wallets/{id}/reservations in the REST API and the reservations_create tool in the MCP server. - [Get a reservation](https://ownrecord.io/docs/reference/reservations-get.md): The reservations.get operation: GET /api/v1/reservations/{id} in the REST API and the reservations_get tool in the MCP server. - [List a wallet's reservations](https://ownrecord.io/docs/reference/reservations-list.md): The reservations.list operation: GET /api/v1/wallets/{id}/reservations in the REST API and the reservations_list tool in the MCP server. - [Release a reservation](https://ownrecord.io/docs/reference/reservations-release.md): The reservations.release operation: POST /api/v1/reservations/{id}/release in the REST API and the reservations_release tool in the MCP server. - [Block an email, card, IP range or country](https://ownrecord.io/docs/reference/risk-blocklist-create.md): The risk.blocklist.create operation: POST /api/v1/risk/blocklist in the REST API and the risk_blocklist_create tool in the MCP server. - [Remove a blocklist entry](https://ownrecord.io/docs/reference/risk-blocklist-delete.md): The risk.blocklist.delete operation: DELETE /api/v1/risk/blocklist/{id} in the REST API and the risk_blocklist_delete tool in the MCP server. - [List blocklist entries](https://ownrecord.io/docs/reference/risk-blocklist-list.md): The risk.blocklist.list operation: GET /api/v1/risk/blocklist in the REST API and the risk_blocklist_list tool in the MCP server. - [Get a risk evaluation](https://ownrecord.io/docs/reference/risk-evaluations-get.md): The risk.evaluations.get operation: GET /api/v1/risk/evaluations/{id} in the REST API and the risk_evaluations_get tool in the MCP server. - [List risk evaluations](https://ownrecord.io/docs/reference/risk-evaluations-list.md): The risk.evaluations.list operation: GET /api/v1/risk/evaluations in the REST API and the risk_evaluations_list tool in the MCP server. - [Approve a held payment](https://ownrecord.io/docs/reference/risk-reviews-approve.md): The risk.reviews.approve operation: POST /api/v1/risk/reviews/{id}/approve in the REST API and the risk_reviews_approve tool in the MCP server. - [Get a risk review](https://ownrecord.io/docs/reference/risk-reviews-get.md): The risk.reviews.get operation: GET /api/v1/risk/reviews/{id} in the REST API and the risk_reviews_get tool in the MCP server. - [List risk reviews](https://ownrecord.io/docs/reference/risk-reviews-list.md): The risk.reviews.list operation: GET /api/v1/risk/reviews in the REST API and the risk_reviews_list tool in the MCP server. - [Refund a held payment and block the customer](https://ownrecord.io/docs/reference/risk-reviews-reject.md): The risk.reviews.reject operation: POST /api/v1/risk/reviews/{id}/reject in the REST API and the risk_reviews_reject tool in the MCP server. - [Get the risk settings](https://ownrecord.io/docs/reference/risk-settings-get.md): The risk.settings.get operation: GET /api/v1/risk/settings in the REST API and the risk_settings_get tool in the MCP server. - [Update the risk settings](https://ownrecord.io/docs/reference/risk-settings-update.md): The risk.settings.update operation: PATCH /api/v1/risk/settings in the REST API and the risk_settings_update tool in the MCP server. - [Cancel a subscription](https://ownrecord.io/docs/reference/subscriptions-cancel.md): The subscriptions.cancel operation: POST /api/v1/subscriptions/{id}/cancel in the REST API and the subscriptions_cancel tool in the MCP server. - [Create a subscription](https://ownrecord.io/docs/reference/subscriptions-create.md): The subscriptions.create operation: POST /api/v1/subscriptions in the REST API and the subscriptions_create tool in the MCP server. - [Apply a coupon to a subscription](https://ownrecord.io/docs/reference/subscriptions-discounts-create.md): The subscriptions.discounts.create operation: POST /api/v1/subscriptions/{id}/discounts in the REST API and the subscriptions_discounts_create tool in the MCP server. - [List a subscription's history](https://ownrecord.io/docs/reference/subscriptions-events-list.md): The subscriptions.events.list operation: GET /api/v1/subscriptions/{id}/events in the REST API and the subscriptions_events_list tool in the MCP server. - [Get a subscription](https://ownrecord.io/docs/reference/subscriptions-get.md): The subscriptions.get operation: GET /api/v1/subscriptions/{id} in the REST API and the subscriptions_get tool in the MCP server. - [List subscriptions](https://ownrecord.io/docs/reference/subscriptions-list.md): The subscriptions.list operation: GET /api/v1/subscriptions in the REST API and the subscriptions_list tool in the MCP server. - [Subscription metrics](https://ownrecord.io/docs/reference/subscriptions-metrics.md): The subscriptions.metrics operation: GET /api/v1/subscription_metrics in the REST API and the subscriptions_metrics tool in the MCP server. - [Migrate subscribers to a new price](https://ownrecord.io/docs/reference/subscriptions-migrations-create.md): The subscriptions.migrations.create operation: POST /api/v1/subscriptions/migrations in the REST API and the subscriptions_migrations_create tool in the MCP server. - [Get a price migration](https://ownrecord.io/docs/reference/subscriptions-migrations-get.md): The subscriptions.migrations.get operation: GET /api/v1/subscriptions/migrations/{id} in the REST API and the subscriptions_migrations_get tool in the MCP server. - [List price migrations](https://ownrecord.io/docs/reference/subscriptions-migrations-list.md): The subscriptions.migrations.list operation: GET /api/v1/subscriptions/migrations in the REST API and the subscriptions_migrations_list tool in the MCP server. - [Pause a subscription](https://ownrecord.io/docs/reference/subscriptions-pause.md): The subscriptions.pause operation: POST /api/v1/subscriptions/{id}/pause in the REST API and the subscriptions_pause tool in the MCP server. - [Preview a subscription change](https://ownrecord.io/docs/reference/subscriptions-preview-change.md): The subscriptions.preview_change operation: POST /api/v1/subscriptions/{id}/preview_change in the REST API and the subscriptions_preview_change tool in the MCP server. - [Withdraw a scheduled cancellation](https://ownrecord.io/docs/reference/subscriptions-reactivate.md): The subscriptions.reactivate operation: POST /api/v1/subscriptions/{id}/reactivate in the REST API and the subscriptions_reactivate tool in the MCP server. - [Resume a paused subscription](https://ownrecord.io/docs/reference/subscriptions-resume.md): The subscriptions.resume operation: POST /api/v1/subscriptions/{id}/resume in the REST API and the subscriptions_resume tool in the MCP server. - [Change plan or quantity of a subscription](https://ownrecord.io/docs/reference/subscriptions-update.md): The subscriptions.update operation: PATCH /api/v1/subscriptions/{id} in the REST API and the subscriptions_update tool in the MCP server. - [Approve a support-access request](https://ownrecord.io/docs/reference/support-access-approve.md): The support_access.approve operation: POST /api/v1/support_access_grants/{id}/approve in the REST API and the support_access_approve tool in the MCP server. - [Deny a support-access request](https://ownrecord.io/docs/reference/support-access-deny.md): The support_access.deny operation: POST /api/v1/support_access_grants/{id}/deny in the REST API and the support_access_deny tool in the MCP server. - [End your support access](https://ownrecord.io/docs/reference/support-access-end.md): The support_access.end operation: POST /api/v1/platform/support_access_grants/{id}/end in the REST API and the support_access_end tool in the MCP server. - [Get a support-access request or grant](https://ownrecord.io/docs/reference/support-access-get.md): The support_access.get operation: GET /api/v1/support_access_grants/{id} in the REST API and the support_access_get tool in the MCP server. - [List support-access requests and grants](https://ownrecord.io/docs/reference/support-access-list.md): The support_access.list operation: GET /api/v1/support_access_grants in the REST API and the support_access_list tool in the MCP server. - [List what was done under a support-access grant](https://ownrecord.io/docs/reference/support-access-list-actions.md): The support_access.list_actions operation: GET /api/v1/support_access_grants/{id}/actions in the REST API and the support_access_list_actions tool in the MCP server. - [List support-access grants across organizations](https://ownrecord.io/docs/reference/support-access-list-for-staff.md): The support_access.list_for_staff operation: GET /api/v1/platform/support_access_grants in the REST API and the support_access_list_for_staff tool in the MCP server. - [Request support access to an organization](https://ownrecord.io/docs/reference/support-access-request.md): The support_access.request operation: POST /api/v1/platform/support_access_grants in the REST API and the support_access_request tool in the MCP server. - [Revoke a support-access grant](https://ownrecord.io/docs/reference/support-access-revoke.md): The support_access.revoke operation: POST /api/v1/support_access_grants/{id}/revoke in the REST API and the support_access_revoke tool in the MCP server. - [Change the support-access policy](https://ownrecord.io/docs/reference/support-access-update-policy.md): The support_access.update_policy operation: POST /api/v1/support_access_policy in the REST API and the support_access_update_policy tool in the MCP server. - [Claim a compliance task](https://ownrecord.io/docs/reference/tasks-claim.md): The tasks.claim operation: POST /api/v1/tasks/{id}/claim in the REST API and the tasks_claim tool in the MCP server. - [Claim the next task](https://ownrecord.io/docs/reference/tasks-claim-next.md): The tasks.claim_next operation: POST /api/v1/tasks/claim_next in the REST API and the tasks_next tool in the MCP server. - [Comment on a task](https://ownrecord.io/docs/reference/tasks-comments-create.md): The tasks.comments.create operation: POST /api/v1/tasks/{id}/comments in the REST API and the tasks_comments_create tool in the MCP server. - [List a task's comments](https://ownrecord.io/docs/reference/tasks-comments-list.md): The tasks.comments.list operation: GET /api/v1/tasks/{id}/comments in the REST API and the tasks_comments_list tool in the MCP server. - [Complete a compliance task](https://ownrecord.io/docs/reference/tasks-complete.md): The tasks.complete operation: POST /api/v1/tasks/{id}/complete in the REST API and the tasks_complete tool in the MCP server. - [Ask for a deregistration](https://ownrecord.io/docs/reference/tasks-create.md): The tasks.create operation: POST /api/v1/tasks in the REST API and the tasks_create tool in the MCP server. - [Get a task document](https://ownrecord.io/docs/reference/tasks-documents-get.md): The tasks.documents.get operation: GET /api/v1/tasks/{id}/documents/{file} in the REST API and the tasks_documents_get tool in the MCP server. - [Upload a task document](https://ownrecord.io/docs/reference/tasks-documents-upload.md): The tasks.documents.upload operation: POST /api/v1/tasks/{id}/documents in the REST API and the tasks_documents_upload tool in the MCP server. - [Fail a compliance task](https://ownrecord.io/docs/reference/tasks-fail.md): The tasks.fail operation: POST /api/v1/tasks/{id}/fail in the REST API and the tasks_fail tool in the MCP server. - [Get a compliance task](https://ownrecord.io/docs/reference/tasks-get.md): The tasks.get operation: GET /api/v1/tasks/{id} in the REST API and the tasks_get tool in the MCP server. - [Extend a task's lease](https://ownrecord.io/docs/reference/tasks-heartbeat.md): The tasks.heartbeat operation: POST /api/v1/tasks/{id}/heartbeat in the REST API and the tasks_heartbeat tool in the MCP server. - [Get a task's input](https://ownrecord.io/docs/reference/tasks-inputs-get.md): The tasks.inputs.get operation: GET /api/v1/tasks/{id}/inputs/{kind} in the REST API and the tasks_inputs_get tool in the MCP server. - [List compliance tasks](https://ownrecord.io/docs/reference/tasks-list.md): The tasks.list operation: GET /api/v1/tasks in the REST API and the tasks_list tool in the MCP server. - [Release a compliance task](https://ownrecord.io/docs/reference/tasks-release.md): The tasks.release operation: POST /api/v1/tasks/{id}/release in the REST API and the tasks_release tool in the MCP server. - [Submit a compliance task](https://ownrecord.io/docs/reference/tasks-submit.md): The tasks.submit operation: POST /api/v1/tasks/{id}/submit in the REST API and the tasks_submit tool in the MCP server. - [Update a compliance task](https://ownrecord.io/docs/reference/tasks-update.md): The tasks.update operation: PATCH /api/v1/tasks/{id} in the REST API and the tasks_update tool in the MCP server. - [Quote tax for a sale](https://ownrecord.io/docs/reference/tax-quotes-create.md): The tax.quotes.create operation: POST /api/v1/tax/quotes in the REST API and the tax_quotes_create tool in the MCP server. - [Explain a tax decision](https://ownrecord.io/docs/reference/tax-quotes-explain.md): The tax.quotes.explain operation: GET /api/v1/tax/quotes/{id}/explanation in the REST API and the explain_tax_decision tool in the MCP server. - [Get a tax quote](https://ownrecord.io/docs/reference/tax-quotes-get.md): The tax.quotes.get operation: GET /api/v1/tax/quotes/{id} in the REST API and the tax_quotes_get tool in the MCP server. - [Advance a test clock](https://ownrecord.io/docs/reference/test-clocks-advance.md): The test_clocks.advance operation: POST /api/v1/test_clocks/{id}/advance in the REST API and the test_clocks_advance tool in the MCP server. - [Create a test clock](https://ownrecord.io/docs/reference/test-clocks-create.md): The test_clocks.create operation: POST /api/v1/test_clocks in the REST API and the test_clocks_create tool in the MCP server. - [Delete a test clock](https://ownrecord.io/docs/reference/test-clocks-delete.md): The test_clocks.delete operation: DELETE /api/v1/test_clocks/{id} in the REST API and the test_clocks_delete tool in the MCP server. - [Get a test clock](https://ownrecord.io/docs/reference/test-clocks-get.md): The test_clocks.get operation: GET /api/v1/test_clocks/{id} in the REST API and the test_clocks_get tool in the MCP server. - [List test clocks](https://ownrecord.io/docs/reference/test-clocks-list.md): The test_clocks.list operation: GET /api/v1/test_clocks in the REST API and the test_clocks_list tool in the MCP server. - [Record usage events](https://ownrecord.io/docs/reference/usage-events-create.md): The usage_events.create operation: POST /api/v1/usage_events in the REST API and the usage_events_create tool in the MCP server. - [List usage events](https://ownrecord.io/docs/reference/usage-events-list.md): The usage_events.list operation: GET /api/v1/usage_events in the REST API and the usage_events_list tool in the MCP server. - [List daily usage](https://ownrecord.io/docs/reference/usage-aggregates-list.md): The usage.aggregates.list operation: GET /api/v1/usage_aggregates in the REST API and the usage_aggregates_list tool in the MCP server. - [Delete your user account](https://ownrecord.io/docs/reference/users-delete.md): The users.delete operation: POST /api/v1/users/me/delete in the REST API and the users_delete tool in the MCP server. - [List where you're signed in](https://ownrecord.io/docs/reference/users-sessions-list.md): The users.sessions.list operation: GET /api/v1/users/me/sessions in the REST API and the users_sessions_list tool in the MCP server. - [Sign out of your other sessions](https://ownrecord.io/docs/reference/users-sessions-revoke.md): The users.sessions.revoke operation: POST /api/v1/users/me/sessions/revoke in the REST API and the users_sessions_revoke tool in the MCP server. - [List your sign-in activity](https://ownrecord.io/docs/reference/users-sign-ins-list.md): The users.sign_ins.list operation: GET /api/v1/users/me/sign_ins in the REST API and the users_sign_ins_list tool in the MCP server. - [List the entity's demand by jurisdiction](https://ownrecord.io/docs/reference/waitlist-demand-list.md): The waitlist.demand.list operation: GET /api/v1/waitlist/demand in the REST API and the waitlist_demand_list tool in the MCP server. - [List waitlist entries](https://ownrecord.io/docs/reference/waitlist-entries-list.md): The waitlist.entries.list operation: GET /api/v1/waitlist_entries in the REST API and the waitlist_entries_list tool in the MCP server. - [Open a customer's wallet](https://ownrecord.io/docs/reference/wallets-create.md): The wallets.create operation: POST /api/v1/wallets in the REST API and the wallets_create tool in the MCP server. - [Get a wallet and its balance](https://ownrecord.io/docs/reference/wallets-get.md): The wallets.get operation: GET /api/v1/wallets/{id} in the REST API and the wallets_get tool in the MCP server. - [List wallets](https://ownrecord.io/docs/reference/wallets-list.md): The wallets.list operation: GET /api/v1/wallets in the REST API and the wallets_list tool in the MCP server. - [List a wallet's transactions](https://ownrecord.io/docs/reference/wallets-transactions-list.md): The wallets.transactions.list operation: GET /api/v1/wallets/{id}/transactions in the REST API and the wallets_transactions_list tool in the MCP server. - [Update a wallet's settings or status](https://ownrecord.io/docs/reference/wallets-update.md): The wallets.update operation: PATCH /api/v1/wallets/{id} in the REST API and the wallets_update tool in the MCP server. - [Get a webhook delivery](https://ownrecord.io/docs/reference/webhook-deliveries-get.md): The webhook_deliveries.get operation: GET /api/v1/webhook_deliveries/{id} in the REST API and the webhook_deliveries_get tool in the MCP server. - [List webhook deliveries](https://ownrecord.io/docs/reference/webhook-deliveries-list.md): The webhook_deliveries.list operation: GET /api/v1/webhook_deliveries in the REST API and the webhook_deliveries_list tool in the MCP server. - [Redeliver a webhook](https://ownrecord.io/docs/reference/webhook-deliveries-redeliver.md): The webhook_deliveries.redeliver operation: POST /api/v1/webhook_deliveries/{id}/redeliver in the REST API and the webhook_deliveries_redeliver tool in the MCP server. - [Create a webhook endpoint](https://ownrecord.io/docs/reference/webhook-endpoints-create.md): The webhook_endpoints.create operation: POST /api/v1/webhook_endpoints in the REST API and the webhook_endpoints_create tool in the MCP server. - [Delete a webhook endpoint](https://ownrecord.io/docs/reference/webhook-endpoints-delete.md): The webhook_endpoints.delete operation: DELETE /api/v1/webhook_endpoints/{id} in the REST API and the webhook_endpoints_delete tool in the MCP server. - [Get a webhook endpoint](https://ownrecord.io/docs/reference/webhook-endpoints-get.md): The webhook_endpoints.get operation: GET /api/v1/webhook_endpoints/{id} in the REST API and the webhook_endpoints_get tool in the MCP server. - [List webhook endpoints](https://ownrecord.io/docs/reference/webhook-endpoints-list.md): The webhook_endpoints.list operation: GET /api/v1/webhook_endpoints in the REST API and the webhook_endpoints_list tool in the MCP server. - [Rotate a webhook endpoint's signing secret](https://ownrecord.io/docs/reference/webhook-endpoints-rotate-secret.md): The webhook_endpoints.rotate_secret operation: POST /api/v1/webhook_endpoints/{id}/rotate_secret in the REST API and the webhook_endpoints_rotate_secret tool in the MCP server. - [Send a test event to a webhook endpoint](https://ownrecord.io/docs/reference/webhook-endpoints-test.md): The webhook_endpoints.test operation: POST /api/v1/webhook_endpoints/{id}/test in the REST API and the webhook_endpoints_test tool in the MCP server. - [Update a webhook endpoint](https://ownrecord.io/docs/reference/webhook-endpoints-update.md): The webhook_endpoints.update operation: PATCH /api/v1/webhook_endpoints/{id} in the REST API and the webhook_endpoints_update tool in the MCP server. ## MCP reference - [MCP reference](https://ownrecord.io/docs/mcp.md): Every Ownrecord MCP tool, generated from the operation registry: arguments, annotations, dry runs, idempotency and errors. - [Workflow tools](https://ownrecord.io/docs/mcp/workflows.md): The curated MCP tool set for the compliance loop: what each tool does, which are operations and which compose them, and the loop they make. - [Agents tools](https://ownrecord.io/docs/mcp/agents.md): MCP tools for Agents: agents_activity, agents_create, agents_get, agents_list, agents_pause, agents_resume, agents_revoke, agents_rotate_secret, agents_update. - [Alert settings tools](https://ownrecord.io/docs/mcp/alert-settings.md): MCP tools for Alert settings: alert_settings_get, alert_settings_slack_channels_create, alert_settings_slack_channels_delete, alert_settings_slack_channels_test, alert_settings_update. - [Alerts tools](https://ownrecord.io/docs/mcp/alerts.md): MCP tools for Alerts: alerts_acknowledge, alerts_get, alerts_list, alerts_resolve. - [Announcements tools](https://ownrecord.io/docs/mcp/announcements.md): MCP tools for Announcements: announcements_list_current. - [API keys tools](https://ownrecord.io/docs/mcp/api-keys.md): MCP tools for API keys: api_keys_create, api_keys_get, api_keys_list, api_keys_revoke, api_keys_update. - [App installations tools](https://ownrecord.io/docs/mcp/app-installations.md): MCP tools for App installations: app_installations_activity, app_installations_create, app_installations_create_agent, app_installations_get, app_installations_list, app_installations_pause, app_installations_reassign, app_installations_resume, app_installations_revoke, app_installations_update. - [Approval policies tools](https://ownrecord.io/docs/mcp/approval-policies.md): MCP tools for Approval policies: approval_policies_get, approval_policies_overrides_delete, approval_policies_overrides_set, approval_policies_update. - [Approvals tools](https://ownrecord.io/docs/mcp/approvals.md): MCP tools for Approvals: approvals_approve, approvals_get, approvals_list, approvals_reject. - [Apps tools](https://ownrecord.io/docs/mcp/apps.md): MCP tools for Apps: apps_create, apps_disable, apps_get, apps_installations, apps_list, apps_listing_get, apps_listing_submit, apps_listing_withdraw, apps_rotate_secret, apps_update. - [Assistant tools](https://ownrecord.io/docs/mcp/assistant.md): MCP tools for Assistant: assistant_conversations_delete, assistant_conversations_get, assistant_conversations_list, assistant_messages_rate, assistant_platform_settings_get, assistant_platform_settings_update, assistant_settings_get, assistant_settings_update. - [Audit log tools](https://ownrecord.io/docs/mcp/audit-log.md): MCP tools for Audit log: audit_log_export, audit_log_list, audit_log_verify. - [Authorizations tools](https://ownrecord.io/docs/mcp/authorizations.md): MCP tools for Authorizations: authorizations_create, authorizations_documents_upload, authorizations_get, authorizations_list, authorizations_revoke, authorizations_update. - [Bank statements tools](https://ownrecord.io/docs/mcp/bank-statements.md): MCP tools for Bank statements: bank_statements_imports_create, bank_statements_imports_get, bank_statements_imports_list, bank_statements_lines_ignore, bank_statements_lines_list, bank_statements_lines_match. - [Brands tools](https://ownrecord.io/docs/mcp/brands.md): MCP tools for Brands: brands_create, brands_domains_add, brands_domains_list, brands_domains_remove, brands_domains_verify, brands_get, brands_go_live, brands_go_live_checklist, brands_list, brands_update. - [Checkout tools](https://ownrecord.io/docs/mcp/checkout.md): MCP tools for Checkout: checkout_hosted_attach_payment_method, checkout_hosted_confirm, checkout_hosted_confirm_waitlist, checkout_hosted_get, checkout_hosted_join_waitlist, checkout_hosted_leave_waitlist, checkout_hosted_payment_secret, checkout_hosted_resume_waitlist, checkout_hosted_start_payment, checkout_hosted_submit_details, checkout_sessions_create, checkout_sessions_expire, checkout_sessions_get. - [Compliance tools](https://ownrecord.io/docs/mcp/compliance.md): MCP tools for Compliance: entity_compliance_overview. - [Coupons tools](https://ownrecord.io/docs/mcp/coupons.md): MCP tools for Coupons: coupons_archive, coupons_create, coupons_get, coupons_list, coupons_update. - [Credit grants tools](https://ownrecord.io/docs/mcp/credit-grants.md): MCP tools for Credit grants: credit_grants_create, credit_grants_list. - [Credit notes tools](https://ownrecord.io/docs/mcp/credit-notes.md): MCP tools for Credit notes: credit_notes_get, credit_notes_list, credit_notes_pdf. - [Customers tools](https://ownrecord.io/docs/mcp/customers.md): MCP tools for Customers: customers_create, customers_credit_balance_adjustments_create, customers_credit_balance_get, customers_delete, customers_entitlement_overrides_create, customers_entitlement_overrides_delete, customers_entitlement_overrides_list, customers_entitlements_get, customers_evidence_sets_list, customers_get, customers_list, customers_tax_ids_add, customers_tax_ids_delete, customers_update. - [Discounts tools](https://ownrecord.io/docs/mcp/discounts.md): MCP tools for Discounts: discounts_delete, discounts_list. - [Disputes tools](https://ownrecord.io/docs/mcp/disputes.md): MCP tools for Disputes: disputes_evidence_build, disputes_evidence_get, disputes_get, disputes_list, disputes_submit_evidence, disputes_update. - [Einvoice tools](https://ownrecord.io/docs/mcp/einvoice.md): MCP tools for Einvoice: einvoice_settings_get, einvoice_settings_update. - [Einvoices tools](https://ownrecord.io/docs/mcp/einvoices.md): MCP tools for Einvoices: einvoices_get, einvoices_list, einvoices_retry. - [Email preferences tools](https://ownrecord.io/docs/mcp/email-preferences.md): MCP tools for Email preferences: email_preferences_get, email_preferences_update. - [Entities tools](https://ownrecord.io/docs/mcp/entities.md): MCP tools for Entities: entities_create, entities_get, entities_list, entities_registry_extract_upload, entities_update, entities_verify. - [Entitlements tools](https://ownrecord.io/docs/mcp/entitlements.md): MCP tools for Entitlements: entitlements_check. - [Events tools](https://ownrecord.io/docs/mcp/events.md): MCP tools for Events: events_get, events_list. - [Exports tools](https://ownrecord.io/docs/mcp/exports.md): MCP tools for Exports: exports_create, exports_get, exports_gl_mapping_get, exports_gl_mapping_set, exports_list. - [Features tools](https://ownrecord.io/docs/mcp/features.md): MCP tools for Features: features_create, features_list, features_update. - [Filing periods tools](https://ownrecord.io/docs/mcp/filing-periods.md): MCP tools for Filing periods: filing_periods_calendar, filing_periods_documents_upload, filing_periods_get, filing_periods_list, filing_periods_lock, filing_periods_mark_paid, filing_periods_package, filing_periods_prepare, filing_periods_report, filing_periods_schedules, filing_periods_set_schedule, filing_periods_submit. - [Invitations tools](https://ownrecord.io/docs/mcp/invitations.md): MCP tools for Invitations: invitations_accept, invitations_create, invitations_list, invitations_lookup, invitations_revoke. - [Invoice items tools](https://ownrecord.io/docs/mcp/invoice-items.md): MCP tools for Invoice items: invoice_items_create, invoice_items_delete, invoice_items_list. - [Invoices tools](https://ownrecord.io/docs/mcp/invoices.md): MCP tools for Invoices: invoices_create, invoices_finalize, invoices_get, invoices_hosted_get, invoices_hosted_pay, invoices_list, invoices_mark_paid, invoices_mark_uncollectible, invoices_pdf, invoices_send, invoices_upcoming, invoices_update, invoices_void. - [Knowledge tools](https://ownrecord.io/docs/mcp/knowledge.md): MCP tools for Knowledge: knowledge_demand_list, knowledge_jurisdictions_list, knowledge_playbooks_get, knowledge_playbooks_list, knowledge_rates_list, knowledge_regimes_get, knowledge_regimes_list, knowledge_research_get, knowledge_research_reports_get, knowledge_review_items_create, knowledge_review_items_get, knowledge_review_items_list, knowledge_review_items_update, knowledge_state_get. - [Leads tools](https://ownrecord.io/docs/mcp/leads.md): MCP tools for Leads: leads_create. - [Leases tools](https://ownrecord.io/docs/mcp/leases.md): MCP tools for Leases: leases_create, leases_get, leases_settle. - [Ledger tools](https://ownrecord.io/docs/mcp/ledger.md): MCP tools for Ledger: ledger_accounts_get, ledger_accounts_list, ledger_adjustments_create, ledger_transactions_get, ledger_transactions_list, ledger_trial_balance. - [Legal tools](https://ownrecord.io/docs/mcp/legal.md): MCP tools for Legal: legal_accept, legal_acceptance_get. - [Members tools](https://ownrecord.io/docs/mcp/members.md): MCP tools for Members: members_list, members_remove, members_update. - [Oauth connections tools](https://ownrecord.io/docs/mcp/oauth-connections.md): MCP tools for Oauth connections: oauth_connections_create, oauth_connections_list, oauth_connections_revoke. - [Onboarding tools](https://ownrecord.io/docs/mcp/onboarding.md): MCP tools for Onboarding: onboarding_get, onboarding_steps_update. - [Organizations tools](https://ownrecord.io/docs/mcp/organizations.md): MCP tools for Organizations: organizations_close, organizations_closure_get, organizations_create, organizations_export, organizations_exports_list, organizations_get, organizations_list_mine, organizations_reinstate, organizations_suspend, organizations_update. - [Ownership transfers tools](https://ownrecord.io/docs/mcp/ownership-transfers.md): MCP tools for Ownership transfers: ownership_transfers_accept, ownership_transfers_cancel, ownership_transfers_create, ownership_transfers_get, ownership_transfers_list_mine. - [Partner terms tools](https://ownrecord.io/docs/mcp/partner-terms.md): MCP tools for Partner terms: partner_terms_accept, partner_terms_get. - [Payment methods tools](https://ownrecord.io/docs/mcp/payment-methods.md): MCP tools for Payment methods: payment_methods_delete, payment_methods_get, payment_methods_list, payment_methods_set_default. - [Platform tools](https://ownrecord.io/docs/mcp/platform.md): MCP tools for Platform: platform_announcements_create, platform_announcements_end, platform_announcements_list, platform_app_reviews_decide, platform_app_reviews_get, platform_app_reviews_list, platform_apps_get, platform_apps_list, platform_apps_reinstate, platform_apps_suspend, platform_aup_reports_create, platform_aup_reports_resolve, platform_maintenance_get, platform_maintenance_set, platform_organizations_add_note, platform_organizations_get, platform_organizations_list, platform_overview_get, platform_risk_get, platform_staff_list, platform_staff_set_role, platform_system_get, platform_users_disable, platform_users_enable, platform_users_lookup, platform_users_sign_ins_list, platform_verifications_decide, platform_verifications_get, platform_verifications_list. - [Platform billing tools](https://ownrecord.io/docs/mcp/platform-billing.md): MCP tools for Platform billing: platform_billing_change_plan, platform_billing_get, platform_billing_holds_get, platform_billing_holds_lift, platform_billing_holds_set, platform_billing_plan_override_remove, platform_billing_plan_override_set, platform_billing_portal_sessions_create, platform_billing_settings_get, platform_billing_settings_update. - [Portal tools](https://ownrecord.io/docs/mcp/portal.md): MCP tools for Portal: portal_account_get, portal_brand_get, portal_credit_balance_get, portal_credit_notes_list, portal_credit_packs_list, portal_export_get, portal_invoices_get, portal_invoices_list, portal_invoices_pay, portal_login_links_request, portal_payment_methods_delete, portal_payment_methods_list, portal_payment_methods_set_default, portal_payment_methods_setup, portal_payment_methods_use_for_subscriptions, portal_sessions_create, portal_sessions_redeem, portal_sessions_revoke, portal_subscriptions_apply_promotion_code, portal_subscriptions_cancel, portal_subscriptions_get, portal_subscriptions_list, portal_subscriptions_preview_change, portal_subscriptions_reactivate, portal_subscriptions_set_payment_method, portal_subscriptions_update, portal_tax_details_update, portal_tax_ids_add, portal_tax_ids_delete, portal_wallets_auto_reload_update, portal_wallets_list, portal_wallets_top_up, portal_wallets_transactions_list. - [Prices tools](https://ownrecord.io/docs/mcp/prices.md): MCP tools for Prices: prices_archive, prices_create, prices_get, prices_list, prices_move_lookup_key, prices_update. - [Processor connections tools](https://ownrecord.io/docs/mcp/processor-connections.md): MCP tools for Processor connections: processor_connections_create, processor_connections_disconnect, processor_connections_events_list, processor_connections_get, processor_connections_list, processor_connections_routing_get, processor_connections_routing_update, processor_connections_test, processor_connections_update. - [Product updates tools](https://ownrecord.io/docs/mcp/product-updates.md): MCP tools for Product updates: product_updates_send. - [Products tools](https://ownrecord.io/docs/mcp/products.md): MCP tools for Products: products_archive, products_create, products_get, products_list, products_pricing_table, products_update. - [Promotion codes tools](https://ownrecord.io/docs/mcp/promotion-codes.md): MCP tools for Promotion codes: promotion_codes_archive, promotion_codes_create, promotion_codes_get, promotion_codes_list, promotion_codes_update. - [Reconciliation tools](https://ownrecord.io/docs/mcp/reconciliation.md): MCP tools for Reconciliation: reconciliation_connections_list, reconciliation_items_get, reconciliation_items_ignore, reconciliation_items_list, reconciliation_items_resolve, reconciliation_runs_create. - [Refunds tools](https://ownrecord.io/docs/mcp/refunds.md): MCP tools for Refunds: refunds_create, refunds_get, refunds_list. - [Registrations tools](https://ownrecord.io/docs/mcp/registrations.md): MCP tools for Registrations: registration_get_packet, registrations_affected_customers, registrations_arm, registrations_deregister, registrations_documents_get, registrations_documents_upload, registrations_get, registrations_history, registrations_list, registrations_mark_application_submitted, registrations_mark_registered, registrations_update_prerequisite. - [Request logs tools](https://ownrecord.io/docs/mcp/request-logs.md): MCP tools for Request logs: request_logs_list. - [Reservations tools](https://ownrecord.io/docs/mcp/reservations.md): MCP tools for Reservations: reservations_capture, reservations_create, reservations_get, reservations_list, reservations_release. - [Risk tools](https://ownrecord.io/docs/mcp/risk.md): MCP tools for Risk: risk_blocklist_create, risk_blocklist_delete, risk_blocklist_list, risk_evaluations_get, risk_evaluations_list, risk_reviews_approve, risk_reviews_get, risk_reviews_list, risk_reviews_reject, risk_settings_get, risk_settings_update. - [Subscriptions tools](https://ownrecord.io/docs/mcp/subscriptions.md): MCP tools for Subscriptions: subscriptions_cancel, subscriptions_create, subscriptions_discounts_create, subscriptions_events_list, subscriptions_get, subscriptions_list, subscriptions_metrics, subscriptions_migrations_create, subscriptions_migrations_get, subscriptions_migrations_list, subscriptions_pause, subscriptions_preview_change, subscriptions_reactivate, subscriptions_resume, subscriptions_update. - [Support access tools](https://ownrecord.io/docs/mcp/support-access.md): MCP tools for Support access: support_access_approve, support_access_deny, support_access_end, support_access_get, support_access_list, support_access_list_actions, support_access_list_for_staff, support_access_request, support_access_revoke, support_access_update_policy. - [Tasks tools](https://ownrecord.io/docs/mcp/tasks.md): MCP tools for Tasks: tasks_claim, tasks_comments_create, tasks_comments_list, tasks_complete, tasks_create, tasks_documents_get, tasks_documents_upload, tasks_fail, tasks_get, tasks_heartbeat, tasks_inputs_get, tasks_list, tasks_next, tasks_release, tasks_submit, tasks_update. - [Tax tools](https://ownrecord.io/docs/mcp/tax.md): MCP tools for Tax: explain_tax_decision, tax_quotes_create, tax_quotes_get. - [Test clocks tools](https://ownrecord.io/docs/mcp/test-clocks.md): MCP tools for Test clocks: test_clocks_advance, test_clocks_create, test_clocks_delete, test_clocks_get, test_clocks_list. - [Usage tools](https://ownrecord.io/docs/mcp/usage.md): MCP tools for Usage: usage_aggregates_list. - [Usage events tools](https://ownrecord.io/docs/mcp/usage-events.md): MCP tools for Usage events: usage_events_create, usage_events_list. - [Users tools](https://ownrecord.io/docs/mcp/users.md): MCP tools for Users: users_delete, users_sessions_list, users_sessions_revoke, users_sign_ins_list. - [Waitlist tools](https://ownrecord.io/docs/mcp/waitlist.md): MCP tools for Waitlist: waitlist_demand_list, waitlist_entries_list. - [Wallets tools](https://ownrecord.io/docs/mcp/wallets.md): MCP tools for Wallets: wallets_create, wallets_get, wallets_list, wallets_transactions_list, wallets_update. - [Webhook deliveries tools](https://ownrecord.io/docs/mcp/webhook-deliveries.md): MCP tools for Webhook deliveries: webhook_deliveries_get, webhook_deliveries_list, webhook_deliveries_redeliver. - [Webhook endpoints tools](https://ownrecord.io/docs/mcp/webhook-endpoints.md): MCP tools for Webhook endpoints: webhook_endpoints_create, webhook_endpoints_delete, webhook_endpoints_get, webhook_endpoints_list, webhook_endpoints_rotate_secret, webhook_endpoints_test, webhook_endpoints_update.