accounting
Ocrolus
Connect Ocrolus to Elaichi and hand every teammate a governed MCP endpoint — 67 tools ready to call from Claude, Cursor, or any MCP client, clamped by roles, restrictions, and an audit log.
AI tools
Ocrolus tools for your AI agents
67 tools are ready to mint as an MCP endpoint the moment you connect Ocrolus — governed by the same roles, restrictions, and audit log as everything else in Elaichi.
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_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_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).
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_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_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).
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.
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).
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.
ocrolus_books_get_fraud_signals
Get fraud detection signals for an Ocrolus Book. Returns the fraud analysis results including dashboard_url. Required: book_uuid.
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.
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.
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.
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_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.
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.
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.
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.
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).
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.
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_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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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).
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_single_ocrolus_webhook_by_id
Get a single Ocrolus webhook by id. Returns: webhook_uuid, url, event_names. Required: id.
ocrolus_webhooks_get_configuration
Get the current Ocrolus webhook configuration details. Returns: webhook_uuid, url, event_names.
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.
ocrolus_webhooks_test
Test the configured Ocrolus webhook endpoint by sending a test request to verify connectivity. Returns: webhook_endpoint.
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.
ocrolus_webhooks_list_events
List events subscribed to a specific Ocrolus webhook. Returns: event_uuid, event_name. Required: webhook_uuid.
ocrolus_webhooks_bulk_delete
Delete an Ocrolus webhook by uuid. Returns: webhook_uuid, url, event_names. Required: webhook_uuid.
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_all_ocrolus_webhooks
List all org-level webhook subscriptions configured for the account.
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.
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_all_ocrolus_users
List users belonging to the authenticated organization account.
ocrolus_users_create_invitation
Invite a new user to join the organization account by email. The invitation is valid for 7 days.
ocrolus_users_list_invitations
List pending invitations sent to prospective users of the organization account.
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_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.
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.
ocrolus_business_get_summary
Retrieve a financial summary for a business, aggregated across its books, over an optional date range.
create_a_ocrolus_tag
[Beta] Create a custom transaction tag for categorizing transactions in analytics and cash flow reporting.
list_all_ocrolus_tags
[Beta] List available transaction tags, optionally filtered by tag type (system or custom).
get_single_ocrolus_tag_by_id
[Beta] Retrieve a single transaction tag by its UUID.
update_a_ocrolus_tag_by_id
[Beta] Update an existing custom transaction tag's name, description, color, or customization.
delete_a_ocrolus_tag_by_id
[Beta] Delete a custom transaction tag. System tags cannot be deleted.
ocrolus_tags_list_revenue_deduction_tags
[Beta] List the tags currently configured to be treated as revenue deductions in cash flow and analytics calculations.
ocrolus_tags_update_revenue_deduction_tags
[Beta] Replace the full list of tags treated as revenue deductions in cash flow and analytics calculations.
ocrolus_tags_update_book_transaction_tags
[Beta] Override the tags assigned to specific transactions within a book, identified by their transaction primary key.
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_all_ocrolus_book_copy_jobs
List book copy jobs (Encore) for the organization, filtered by direction (outbound or inbound) and optionally by counterparty organization.
ocrolus_book_copy_jobs_accept
Accept an inbound book copy job (Encore), optionally renaming the book as it's added to your organization.
ocrolus_book_copy_jobs_reject
Reject an inbound book copy job (Encore), declining to add the shared book to your organization.
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.
ocrolus_book_copy_jobs_run_kickouts
Automatically accept or reject pending inbound book copy jobs according to the organization's configured auto-accept rules.
How it works
From Ocrolus account to governed MCP endpoint
Connect
Link a Ocrolus account through Elaichi's hosted connect flow. Credentials are vaulted — nobody, including the AI, ever sees them.
Compose
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Mint
Mint a personal MCP endpoint on that toolbox and paste it into Claude, Cursor, or any MCP client — governed by roles, restrictions, and audit logs.
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