Clear Books

Live 44 Actions

Clear Books Integration for AI Agents

Connect your AI agent to 44 Clear Books actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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Clear Books AI Agent Actions

44 production-ready actions for your agent to do more on Clear Books.

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44 Actions

List Account Codes - List all account codes for a business.

Create Account Code - Create an account code for a business.

Get Account Code - Retrieve a single account code.

Update Account Code - Update the details of an existing account code.

Delete Account Code - Permanently remove an account code from the business.

List Allocations - List payment and credit-note allocations for sales or purchases.

Create Allocation - Allocate a payment or credit note against an invoice.

Get Allocation - Retrieve a single allocation by its identifier.

Delete Allocation - Remove an allocation between a payment or credit note and an invoice.

List Bank Accounts - List all bank accounts configured for a business.

Create Bank Account - Create a new bank account within a business.

Get Bank Account - Retrieve a single bank account by its identifier.

Update Bank Account - Update the details of an existing bank account.

Delete Bank Account - Permanently remove a bank account from the business.

List Businesses - List all businesses the authenticated user can access.

Get Business - Retrieve a single business by its identifier.

Update Business - Update the details of an existing business.

List Customers - List all customers belonging to a business.

Create Customer - Create a new customer record in a business.

Get Customer - Retrieve a single customer by its identifier.

Update Customer - Update the details of an existing customer.

Delete Customer - Permanently remove a customer from the business.

List Payments - List all payments recorded for a business.

Create Payment - Record a new payment against a contact.

Get Payment - Retrieve a single payment by its identifier.

Update Payment - Update the details of an existing payment.

Delete Payment - Permanently remove a payment from the business.

List Purchase Documents - List purchase documents of a given type for a business.

Create Purchase Document - Create a purchase document of the given type.

Get Purchase Document - Retrieve a single purchase document by its identifier.

Update Purchase Document - Update an existing purchase document.

Delete Purchase Document - Permanently remove a purchase document from the business.

List Sales Documents - List sales documents of a given type for a business.

Create Sales Document - Create a sales document of the given type.

Get Sales Document - Retrieve a single sales document by its identifier.

Update Sales Document - Update an existing sales document.

Delete Sales Document - Permanently remove a sales document from the business.

List Suppliers - List all suppliers belonging to a business.

Create Supplier - Create a new supplier record in a business.

Get Supplier - Retrieve a single supplier by its identifier.

Update Supplier - Update the details of an existing supplier.

Delete Supplier - Permanently remove a supplier from the business.

List VAT Treatments - List the available VAT treatments for sales or purchases.

List VAT Rates - List the available VAT rates for sales or purchases.

Clear Books AI Agent Use Cases

Connect your AI agent to Clear Books and help your team scale the finance operations they run by hand today.

Invoice Processing

Automate invoice processing with AI agents connected to your ERP, accounting software, and AP tools through StackOne.

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Accounts Receivable Dunning

Use StackOne to connect your AI agent to your accounting, CRM, and messaging systems to automate Accounts Receivable dunning and payment follow-up.

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Invoice Processing

Use StackOne to connect your AI agent to your accounting, email, and document management systems to automate invoice processing and purchase order matching.

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More Accounting & Finance use cases

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Integration Infrastructure for Clear Books AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Clear Books MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Clear Books action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."