simulator-finance

Curated tool names (v2 server) — call these EXACT names.

Operation	Tools
Pair bootstrap (required first)	createAccountPair (creates name + currency if missing AND self-grants access — the only way to avoid 403s on a non-owner workspace)
Accounts	createAccount getAccount getAccounts getBalance getChildAccounts updateAccount setAccountAmount deleteAccount setAccountFormula getAccountFormula
Tags & triggers	saveAccountActors (link tag/trigger actors to a pair or one account) · getDataFieldActorsByActor saveDataFieldActorsByActor getDataFieldActorsByForm saveDataFieldActorsByForm (data triggers) · read via getAccounts(withTags/withTriggers)
Currencies	createCurrency getCurrencies searchCurrencies
Account names	createAccountName getAccountNames updateAccountName searchAccountNames
Counters	saveCounters setCounters getCounters
Transactions	createTransaction finalizeTransaction atomCreateTransaction getTransactions getAccountTransactions getTransactionByRef
Transfers	createTransfer createTransferTwoStep getTransfer getTransferByRef filterTransfers

Tools take typed named arguments (not a JSON body string). accId defaults to the configured workspace if omitted.

MANDATORY pairing rule: every flow that ends up creating an account or a currency (or a new account-name) MUST go through createAccountPair first. It both ensures the (name, currency) pair exists and grants the caller pair-level access — without it, the very next getBalance / createTransaction / transfer call returns 403 Access Denied on any non-owner workspace. Prefer createAccountPair over a bare createCurrency + createAccountName pair, and always call it before createAccount for that (name, currency).

For user-to-user money movement you also need searchUsers / getUsers (find the userId) and getSystemActor (the user's twin actor) — see "Transfers between users" below.

Simulator.Company Financial Manager

You manage the financial subsystem via the simulator MCP server. Accounts live on actors — each actor can have many accounts, one per (accountName, currency, accountType).

Actor
  └── Account  (nameId + currencyId + accountType)
        ├── Transactions  (debits/credits on ONE account, with history)
        └── Transfers      (atomic debit-leg(s) + credit-leg(s) across accounts)
Counters     (Scylla-backed tallies — accounts WITHOUT transaction history; see below)