Accounts and organizations

Organization, memberships, teams, and labels

The MCP server exposes everything you need to introspect the organization behind the OAuth token: who the members are, how teams are structured, what labels are used to categorise transactions, and which bank accounts the organization holds.

Organization

Tool	What it does	Upstream
get_organization	Returns the authenticated organization (id, slug, legal name, locale, country) and its bank accounts (id, IBAN, BIC, currency, balance, status, main flag). Use the slug for any tool that needs it.	Retrieve the authenticated organization

Try it

What organizations am I connected to, and what is my main account IBAN?

Memberships

Tool	What it does	Upstream
list_memberships	List members of the organization (role, optional team id, country, birthdate, nationality), paginated.	List memberships
get_authenticated_membership	Returns the “me” view, the membership behind the current OAuth token.	Retrieve the authenticated membership
create_membership	Invite a new member as employee or reporting. Sends the activation email. A team id is required even though the spec marks it optional.	Create a membership

Try it

Who is on the finance team?

Invite [e-mail] as a reporting member of the finance team.

Teams

Tool	What it does	Upstream
list_teams	Paginated list of the organization’s teams (id, name).	List teams
create_team	Create a new team.	Create a team

Try it

Create a “Customer Success” team.

Labels

Tool	What it does	Upstream
list_labels	List transaction labels (custom categorisation tags). Labels nest one level deep through parent_id.	List labels
get_label	Fetch one label by UUID.	Retrieve a label

Try it

Show me my label tree.