Digits MCP connector

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

2. Set your credentials

   Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

   .env

   SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
   SCALEKIT_CLIENT_ID=<your-client-id>
   SCALEKIT_CLIENT_SECRET=<your-client-secret>

3. Authorize and make your first call

   Node.js

   quickstart.ts

   import { ScalekitClient } from '@scalekit-sdk/node'
   import 'dotenv/config'
   
   const scalekit = new ScalekitClient(
     process.env.SCALEKIT_ENV_URL,
     process.env.SCALEKIT_CLIENT_ID,
     process.env.SCALEKIT_CLIENT_SECRET,
   )
   const actions = scalekit.actions
   
   const connector = 'digitsmcp'
   const identifier = 'user_123'
   
   // Generate an authorization link for the user
   const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
   console.log('Authorize Digits MCP:', link)
   process.stdout.write('Press Enter after authorizing...')
   await new Promise(r => process.stdin.once('data', r))
   
   // Make your first call
   const result = await actions.executeTool({
     connector,
     identifier,
     toolName: 'digitsmcp_list_businesses',
     toolInput: {},
   })
   console.log(result)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "digitsmcp"
   identifier = "user_123"
   
   # Generate an authorization link for the user
   link_response = actions.get_authorization_link(
       connection_name=connection_name,
       identifier=identifier,
   )
   print("Authorize Digits MCP:", link_response.link)
   input("Press Enter after authorizing...")
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={},
       tool_name="digitsmcp_list_businesses",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

What you can do

Connect this agent connector to let your agent:

• Business select — Select a business to work with
• Search term — Resolve a customer, vendor, category, department, location name or transaction description to its canonical form using fuzzy text matching
• Query transactions — Query and filter individual transactions
• List locations, departments, categories — This tool is used to list locations
• Statement financial — Generate complete financial statements: Profit & Loss, Balance Sheet, Cash Flow, AR/AP Aging
• Transactions dimensional summarize — Summarizes transactions and aggregates them into multi-dimensional summaries

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

digitsmcp_dimensional_summarize_transactions#Summarizes transactions and aggregates them into multi-dimensional summaries. You can use it to receive timeseries data for that is aggregated and bucketed into dimensions (e.g. Category, Party, Time). # Important Notes - If you are only requesting a Time summary, you must provide a filter (such as category ID/type, party ID/role, etc) - Origin is required. Origin's "index" is 1 based for interval Day, Week, Month, and Quarter; it's the year for interval Year. "IntervalCount" is the number of lookback intervals. All fields in "origin" must be set. - You must include "Time" in the Along dimensions when using intervalCount > 1. - When filtering by balance sheet categories (Assets, Liabilities, Equity), you must set asPermanentAccount to true. - Always resolve the party / category / department / location using search_term first, then use the IDs returned in the filter. - The response may include a "summary" field where the current period amount is zero while prior period is non-zero; do not treat prior amounts as current-period values. - Cannot answer questions specific to bills or invoices. Do not use expense or income transaction data to approximate bill or invoice amounts.11 params▾

Summarizes transactions and aggregates them into multi-dimensional summaries. You can use it to receive timeseries data for that is aggregated and bucketed into dimensions (e.g. Category, Party, Time). # Important Notes - If you are only requesting a Time summary, you must provide a filter (such as category ID/type, party ID/role, etc) - Origin is required. Origin's "index" is 1 based for interval Day, Week, Month, and Quarter; it's the year for interval Year. "IntervalCount" is the number of lookback intervals. All fields in "origin" must be set. - You must include "Time" in the Along dimensions when using intervalCount > 1. - When filtering by balance sheet categories (Assets, Liabilities, Equity), you must set asPermanentAccount to true. - Always resolve the party / category / department / location using search_term first, then use the IDs returned in the filter. - The response may include a "summary" field where the current period amount is zero while prior period is non-zero; do not treat prior amounts as current-period values. - Cannot answer questions specific to bills or invoices. Do not use expense or income transaction data to approximate bill or invoice amounts.

NameTypeRequiredDescription

business_idstringrequiredThe ID of the business. Use list_businesses to see available IDs.

aggregate_facet_kindstringoptionalNo description.

alongobjectoptionalNo description.

as_permanent_accountbooleanoptionalNo description.

default_category_typestringoptionalNo description.

directionstringoptionalNo description.

filterobjectoptionalNo description.

match_bystringoptionalNo description.

natural_flowstringoptionalNo description.

originobjectoptionalNo description.

paginationobjectoptionalNo description.

digitsmcp_financial_statement#Generate complete financial statements: Profit & Loss, Balance Sheet, Cash Flow, AR/AP Aging.10 params▾

Generate complete financial statements: Profit & Loss, Balance Sheet, Cash Flow, AR/AP Aging.

NameTypeRequiredDescription

business_idstringrequiredThe ID of the business. Use list_businesses to see available IDs.

kindstringrequiredNo description.

originobjectrequiredNo description.

category_idstringoptionalNo description.

department_idsarrayoptionalNo description.

location_idsarrayoptionalNo description.

look_back_countintegeroptionalNo description.

preferencesobjectoptionalNo description.

show_otherbooleanoptionalNo description.

show_unassignedbooleanoptionalNo description.

digitsmcp_list_business_users#List all users with access to a business. Requires a business_id from select_business.1 param▾

List all users with access to a business. Requires a business_id from select_business.

NameTypeRequiredDescription

business_idstringrequiredThe ID of the business to list users for. Use list_businesses to see available IDs.

digitsmcp_list_businesses#List all businesses (legal entities) the authenticated user has access to, including both direct employments and affiliations.0 params▾

List all businesses (legal entities) the authenticated user has access to, including both direct employments and affiliations.

digitsmcp_list_categories#This tool is used to list categories. Use this when you need to review category names, types, or identifiers.2 params▾

This tool is used to list categories. Use this when you need to review category names, types, or identifiers.

NameTypeRequiredDescription

business_idstringrequiredThe ID of the business. Use list_businesses to see available IDs.

category_typesarrayoptionalNo description.

digitsmcp_list_departments#This tool is used to list departments. Use this when you need to review department names, status, or identifiers.2 params▾

This tool is used to list departments. Use this when you need to review department names, status, or identifiers.

NameTypeRequiredDescription

business_idstringrequiredThe ID of the business. Use list_businesses to see available IDs.

statusstringoptionalNo description.

digitsmcp_list_locations#This tool is used to list locations. Use this when you need location names, active status, or ids.2 params▾

This tool is used to list locations. Use this when you need location names, active status, or ids.

NameTypeRequiredDescription

business_idstringrequiredThe ID of the business. Use list_businesses to see available IDs.

statusstringoptionalNo description.

digitsmcp_query_transactions#Query and filter individual transactions. This tool provides access to transaction-level data with flexible filtering capabilities.7 params▾

Query and filter individual transactions. This tool provides access to transaction-level data with flexible filtering capabilities.

NameTypeRequiredDescription

business_idstringrequiredThe ID of the business. Use list_businesses to see available IDs.

originobjectrequiredNo description.

directionstringoptionalNo description.

filterobjectoptionalNo description.

include_speedbooleanoptionalNo description.

orderobjectoptionalNo description.

paginationobjectoptionalNo description.

digitsmcp_search_term#Resolve a customer, vendor, category, department, location name or transaction description to its canonical form using fuzzy text matching. Before using an ID in transaction filters, run a final search on the full phrase and verify the selected canonical name matches the intended phrase.4 params▾

Resolve a customer, vendor, category, department, location name or transaction description to its canonical form using fuzzy text matching. Before using an ID in transaction filters, run a final search on the full phrase and verify the selected canonical name matches the intended phrase.

NameTypeRequiredDescription

business_idstringrequiredThe ID of the business. Use list_businesses to see available IDs.

textstringrequiredNo description.

kindsarrayoptionalNo description.

sortarrayoptionalNo description.

digitsmcp_select_business#Select a business to work with. After calling this tool, use the returned business ID as business_id in subsequent tool calls.1 param▾

Select a business to work with. After calling this tool, use the returned business ID as business_id in subsequent tool calls.

NameTypeRequiredDescription

business_idstringrequiredThe ID of the business to select. Use list_businesses to see available IDs.