FloQast MCP connector

• List List all FloQast me Get information about the current user and API token in FloQast. Returns apiKeyId identifying the API key and userId representing the authenticated user.
• List List all FloQast users List users in FloQast who have current or historical shared workspace access with the authenticated user. Returns user details including identifiers, names, and access information.
• List List all FloQast user groups List all user groups accessible to the current tenant in FloQast. Returns groupId, name, and groupOwner for each user group, along with pagination metadata including totalCount, page, limit, and totalPages.
• List List all FloQast processes List processes in FloQast. Returns a collection of processes including key fields such as id, name, and programId. Requires no path parameters.
• List List all FloQast programs List compliance programs in FloQast. Returns fields like id, name, startPeriod, endPeriod, and status for each program.
• Get Get single FloQast folder by ID Get metadata about a folder in FloQast by id. Returns key folder attributes such as name, creation date, and associated files.
• Update Update a FloQast folder by ID Update the lock state of a specific folder in FloQast using id. Returns the updated folder details including its current lock status.
• List List all FloQast controls List controls in FloQast with optional filters for month, year, activity status, programId, and controlId. Returns control details such as id, name, and status in the response.
• Get Get single FloQast control by ID Get a specific control by id in FloQast. Requires id. Returns the control object including key fields such as name, description, owners, assignees, and related metadata.
• Create Create a FloQast control Create multiple controls in FloQast (up to 20 at a time). Requires an array of control objects including fields like controlId, programId, processId, title, description, and ownership details. Returns the created controls with their assigned ids and metadata in the response.
• Update Update a FloQast control by ID Update a control in FloQast using its id. Returns updated control details including processId, title, description, assertions, owners, assignees, and frequency information.
• Delete Delete a FloQast control by ID Delete an inactive control in FloQast using id. The response confirms successful deletion of the specified control.
• List List all FloQast checklists List checklists in FloQast for a specific month and year. Requires filter[month] and filter[year]. Returns checklist details including templateId, description, entityId, and related financial period information.
• Create Create a FloQast checklist Create a new checklist item in FloQast. Requires companyId, folderName, schedule, signatures, and description. Returns the created checklist item including its id, description, schedule details, and signature assignments.
• Update Update a FloQast checklist by ID Update a checklist item in FloQast by id. Requires id. Returns updated checklist details including companyId, folderName, description, schedule, signatures, and tagIds.
• List List all FloQast reconciliations List reconciliations in FloQast for a given period. Requires filter[month] and filter[year] or filter[modifiedBefore]/filter[modifiedSince]. Returns reconciliation details including account, status, and related TLCs.
• List List all FloQast checklist analytics Get checklist analytics in FloQast for a specific month and year or based on modification dates. Returns key metrics including checklist completion rates, progress insights, and TLC data for each entity and workflow.
• List List all FloQast reconciliation analytics List reconciliations in FloQast for a given filter[month] and filter[year]. Returns reconciliation details including TLCs and reconciliation progress metrics for the specified month and year.
• List List all FloQast audit trail logs List audit-trail-logs in FloQast. Returns logs for all API keys within a client, including details such as timestamp, userApiKey._id, and request metadata. Requires specifying filter[startDate].
• Get Get single FloQast transaction status by ID Get the status of a transaction event in FloQast using the id. Returns fields showing the current processing state and any associated messages or errors.
• List List all FloQast entities List all entities in FloQast. Returns key information such as entity name, ID, and related metadata for each entity.
• Get Get single FloQast entity by ID Get a specific entity in FloQast using the required id. Returns key fields describing the entity such as its unique identifiers and related metadata.
• List List all FloQast tags List all tags in FloQast. Returns tag id, name, and related metadata for each tag under a TLC.
• Action FloQast tags attachments Attach or detach a tag in FloQast. Requires system, systemId, action, and name. The response confirms whether the tag was attached or detached successfully.
• List List all FloQast chart of accounts Get chart of accounts data in FloQast. Returns account_id, name, type, and related entity information used for financial reporting.
• Upload FloQast chart of accounts upload Upload Chart of Accounts data in FloQast. Requires entityId and accounts with number and name. Returns confirmation of processed accounts and associated entity information.

No tools match your search.