Ocrolus MCP connector

• List List all Ocrolus books List Ocrolus books with optional filtering by name, keyword search, or external ID. Returns: pk, book_uuid, name, book_class, book_type, is_public, xid, created. Results are returned in descending order by default.
• Create Create a Ocrolus book Create a new Book in Ocrolus for organizing and processing documents. Returns: pk, book_uuid, name, book_class, book_type, is_public, xid, created. Required: name.
• Get Get single Ocrolus book by ID Get information about a specific Ocrolus Book by UUID or primary key. Returns: pk, book_uuid, name, book_class, book_type, is_public, xid, created. Required: book_uuid or pk (mutually exclusive).
• Get Ocrolus books get status Get the processing status of an Ocrolus Book by UUID or primary key. Returns: pk, book_uuid. Required: book_uuid or pk (mutually exclusive).
• Update Update a Ocrolus book by ID Update an existing Ocrolus Book's name, processing class, type, visibility, or external ID. Returns: pk, book_uuid, name, book_class, book_type, is_public, xid, created. Required: book_uuid or pk (mutually exclusive).
• Delete Delete a Ocrolus book by ID Delete an Ocrolus Book by providing either its primary key or UUID. Returns an empty 204 response on success. Required: book_id or book_uuid (mutually exclusive).
• Get Ocrolus books get classification summary Get the document classification summary for an Ocrolus Book. Returns a classification summary object with form type breakdowns and duplicate detection results. Required: book_uuid.
• Get Ocrolus books get form data Get form data extracted from documents in an Ocrolus Book. Returns the captured form field values for the specified Book. Required: book_uuid or pk (mutually exclusive).
• Get Ocrolus books get summary Get the analytics summary for an Ocrolus Book containing bank statement transactions. Returns: job_id. Required: book_uuid. Books with more than 100,000 transactions require async=true; books exceeding 1,000,000 transactions are rejected.
• Get Ocrolus books get fraud signals Get fraud detection signals for an Ocrolus Book. Returns the fraud analysis results including dashboard_url. Required: book_uuid.
• Upload Ocrolus documents upload PDF Upload a PDF file to an Ocrolus Book for processing as a typed document. Returns: status, message, response. Required: upload, book_uuid, form_type. book_uuid and pk are mutually exclusive. Max 200 MB or 3000 pages per document.
• Upload Ocrolus documents upload mixed PDF Upload a mixed PDF to an Ocrolus Book for automatic document classification. Returns: status, message, response. Required: upload, book_uuid. book_uuid and pk are mutually exclusive. Max 200 MB or 3000 pages per document.
• Upload Ocrolus documents upload JSON Upload a Plaid or Finicity JSON file to an Ocrolus Book for analytics or reconciliation processing. Returns: status, message, response, grant_type. Required: either pk or uuid (the Book identifier) and upload (the JSON file). The upload_intent parameter controls whether transactions are added for analytics or matched against existing bank statement data for mismatch detection.
• Import Ocrolus documents import plaid asset report Import a Plaid Asset Report into an Ocrolus Book, creating a new Document from the provided asset report copy token. Returns the standard Ocrolus response envelope with status, message, and a response object containing the import result. Required: pk, audit_copy_token.
• Delete Delete a Ocrolus document by ID Delete a Document from an Ocrolus Book by doc_uuid or doc_id. Exactly one of doc_uuid or doc_id must be provided (mutually exclusive). Returns an empty 204 response on success.
• Download Ocrolus documents download Download an Ocrolus document file by its doc_uuid. Returns the raw binary file content of the document (content-type specific, e.g. PDF). Required: doc_uuid.
• Get Ocrolus documents get fraud signals Get fraud detection signals for a single Ocrolus document by uploaded_doc_uuid. Returns: doc_analysis, dashboard_url. Required: uploaded_doc_uuid.
• Get Ocrolus documents get mixed document classification summary Retrieve the document classification summary for a mixed (multi-document) upload, showing how each page or sub-document was classified.
• Action Ocrolus image groups finalize Mark an uploaded image group as complete in Ocrolus, constructing a Document from the uploaded images. Returns: status, message, response. Supply either book_uuid or pk (mutually exclusive).
• Upload Ocrolus image groups upload image Upload an image file to an Ocrolus Book as part of an image group. Returns: status, message, response. Required: upload. Supply either book_uuid or pk (mutually exclusive). Maximum file size 200 MB.
• Get Ocrolus detect get visualization Retrieve an Ocrolus Detect visualization by its UUID. Returns a content-type-specific response — a PNG image by default, or JSON data when an application/json accept header is supplied. Required: visualization_id.
• List List all Ocrolus transactions List Ocrolus transactions for a Book or Document after processing has completed. Returns transaction records extracted from processed bank statements. Filter by Book identifier (book_uuid or book_pk, mutually exclusive) or Document identifier (uploaded_doc_uuid or uploaded_doc_pk, mutually exclusive).
• List Ocrolus transactions list enriched List enriched transactions for an Ocrolus Book, including enrichment tags, categories, and counterparties. Returns: job_id, pending_plaid_transactions, tags, categories, counterparties. Required: book_uuid. Async mode is required for Books with over 100,000 transactions; Books exceeding 1,000,000 transactions are rejected.
• Get Ocrolus cash flow get features Get cash flow features analytics for an Ocrolus Book by book_uuid, analyzing all bank statements in the Book. Returns the cash flow features analytics payload, or job_id when async is enabled. Required: book_uuid. Async is required for Books with more than 100,000 transactions; Books exceeding 1,000,000 transactions are rejected.
• Get Ocrolus cash flow get risk score Get the cash flow risk score for an Ocrolus Book by book_uuid. Returns the risk score analytics payload, or job_id when async is enabled. Required: book_uuid. Async is required for Books with more than 100,000 transactions; risk score must be enabled for the organization.
• Get Ocrolus cash flow get benchmarking Get benchmarking analytics for an Ocrolus Book by book_uuid, comparing the Book's cash flow metrics against a peer group filtered by geography, industry level, and time window. Returns benchmark analytics data for the Book. Required: book_uuid. Peer group must contain at least 30 Books.
• Get Ocrolus cash flow get job status Poll the status of an asynchronous analytics job (e.g. a cash flow risk score or benchmarking request that returned a job ID because it was submitted with async=true). Returns a presigned result URL once complete.
• Get Ocrolus income get summary Get an Ocrolus income summary for a Book, filtered by underwriting guideline. Returns: attributes. Required: book_uuid. The guideline parameter defaults to FANNIE_MAE and supports FANNIE_MAE, FREDDIE_MAC, FHA, VA, and USDA.
• Get Ocrolus income get calculations Get Ocrolus income calculations for a Book, filtered by underwriting guideline. Returns: attributes. Required: book_uuid. The guideline parameter defaults to FANNIE_MAE and supports FANNIE_MAE, FREDDIE_MAC, FHA, VA, and USDA.
• Action Ocrolus income calculate self employed fm Calculate self-employed income for a borrower in an Ocrolus Book using Fannie Mae guidelines. Returns: attributes (the calculated self-employed income data object). Required: book_uuid, borrower_uuid, business_uuid, meta_info. The income_guideline parameter defaults to FANNIE_MAE.
• Get Ocrolus income get bsic Get Bank Statement Income Calculator (BSIC) analytics for an Ocrolus Book. Returns: attributes. Required: book_uuid. Returns 425 when analytics are still processing.
• Get Ocrolus income get bsic excel Download Bank Statement Income Calculator (BSIC) analytics for an Ocrolus Book as an Excel spreadsheet file. Required: book_uuid. Returns a binary .xlsx file with BSIC analysis data; returns 425 when analytics are still processing.
• Action Ocrolus income configure entity Configure the borrower/entity details required for income calculation on a book, including employment start date and income type (wage earner or self-employed).
• Update Ocrolus income update guideline Set the underwriting guideline used for income calculations on a book (e.g. Fannie Mae, Freddie Mac, FHA, VA, USDA, or conventional).
• Action Ocrolus webhooks configure Configure an Ocrolus webhook endpoint with a URL and list of events to subscribe to. The event list replaces all existing subscriptions. Returns: webhook_uuid, url, event_names. Required: url, event.
• Get Get single Ocrolus webhook by ID Get a single Ocrolus webhook by id. Returns: webhook_uuid, url, event_names. Required: id.
• Get Ocrolus webhooks get configuration Get the current Ocrolus webhook configuration details. Returns: webhook_uuid, url, event_names.
• Update Update a Ocrolus webhook by ID Update an Ocrolus webhook's event subscriptions by uuid. The event list replaces all existing subscriptions. Returns: webhook_uuid, url, event_names. Required: webhook_uuid, webhook.event_names.
• Test Ocrolus webhooks test Test the configured Ocrolus webhook endpoint by sending a test request to verify connectivity. Returns: webhook_endpoint.
• Test Ocrolus webhooks test org Test a specific Ocrolus org-level webhook by replaying a given event to verify the endpoint receives it. Returns: webhook_endpoint. Required: webhook_uuid, event_uuid.
• List Ocrolus webhooks list events List events subscribed to a specific Ocrolus webhook. Returns: event_uuid, event_name. Required: webhook_uuid.
• Delete Ocrolus webhooks bulk delete Delete an Ocrolus webhook by uuid. Returns: webhook_uuid, url, event_names. Required: webhook_uuid.
• Create Create a Ocrolus webhook Register a new org-level webhook subscription for one or more event types. This is distinct from the legacy single-endpoint account configuration (see configure) and supports multiple concurrent subscriptions.
• List List all Ocrolus webhooks List all org-level webhook subscriptions configured for the account.
• Rotate Ocrolus webhooks rotate secret Rotate the signing secret for an org-level webhook subscription. Use this to periodically refresh credentials or respond to a suspected leak.
• Action Ocrolus auth grant token Retrieve a JWT-compliant access token from Ocrolus for use with all other API endpoints. Returns: access_token, token_type, expires_in. Required: grant_type, client_id, client_secret. Tokens expire after 24 hours (86,400 seconds); refreshing every 12 hours is recommended.
• List List all Ocrolus users List users belonging to the authenticated organization account.
• Create Ocrolus users create invitation Invite a new user to join the organization account by email. The invitation is valid for 7 days.
• List Ocrolus users list invitations List pending invitations sent to prospective users of the organization account.
• Get Ocrolus business get identifier Retrieve the business identifier and display name associated with a book. Use this to resolve a book_uuid into a business_id for use with other business endpoints.
• Get Get single Ocrolus business by ID Retrieve full metadata for a business, including industry classification, loan history, and addresses. A business aggregates data across multiple books belonging to the same underlying entity.
• List Ocrolus business list transactions List deduplicated, enriched transactions across all books belonging to a business. Unlike the book-scoped transactions endpoint, this aggregates and deduplicates transactions across the business's entire book history.
• Get Ocrolus business get summary Retrieve a financial summary for a business, aggregated across its books, over an optional date range.
• Create Create a Ocrolus tag [Beta] Create a custom transaction tag for categorizing transactions in analytics and cash flow reporting.
• List List all Ocrolus tags [Beta] List available transaction tags, optionally filtered by tag type (system or custom).
• Get Get single Ocrolus tag by ID [Beta] Retrieve a single transaction tag by its UUID.
• Update Update a Ocrolus tag by ID [Beta] Update an existing custom transaction tag's name, description, color, or customization.
• Delete Delete a Ocrolus tag by ID [Beta] Delete a custom transaction tag. System tags cannot be deleted.
• List Ocrolus tags list revenue deduction tags [Beta] List the tags currently configured to be treated as revenue deductions in cash flow and analytics calculations.
• Update Ocrolus tags update revenue deduction tags [Beta] Replace the full list of tags treated as revenue deductions in cash flow and analytics calculations.
• Update Ocrolus tags update book transaction tags [Beta] Override the tags assigned to specific transactions within a book, identified by their transaction primary key.
• Create Create a Ocrolus book copy job Create book copy jobs (Encore) to share up to 50 books at a time from your organization to another organization on the Ocrolus network.
• List List all Ocrolus book copy jobs List book copy jobs (Encore) for the organization, filtered by direction (outbound or inbound) and optionally by counterparty organization.
• Copy Ocrolus book copy jobs accept Accept an inbound book copy job (Encore), optionally renaming the book as it's added to your organization.
• Copy Ocrolus book copy jobs reject Reject an inbound book copy job (Encore), declining to add the shared book to your organization.
• Copy Ocrolus book copy jobs get settings Retrieve the Encore book-copy settings for the organization, including which organizations are allowed to send or receive book copies.
• Copy Ocrolus book copy jobs run kickouts Automatically accept or reject pending inbound book copy jobs according to the organization's configured auto-accept rules.

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