# wflow-mcp > MCP server for wflow.com, the document approval platform: 175 tools covering documents and > their files, the registers, the document storage tree, approval templates, webhook registrations > and workspace administration. Every call runs as the signed-in user over OAuth, so the same > question can answer differently per workspace. wflow keeps no version history, so what a write > overwrites cannot be restored. ## Endpoints Connect to the narrowest URL that covers your work. Every one of them also serves the shared workspace tools listed below, because `list_organizations` is the only way to find the `organization` slug that almost every other tool requires. - https://mcp.wflow.com/mcp: 175 tools — everything below, on one URL - https://mcp.wflow.com/mcp/registers: 76 tools - https://mcp.wflow.com/mcp/documents: 29 tools - https://mcp.wflow.com/mcp/document-files: 22 tools - https://mcp.wflow.com/mcp/storage: 29 tools - https://mcp.wflow.com/mcp/approvals: 14 tools - https://mcp.wflow.com/mcp/admin: 20 tools - https://mcp.wflow.com/mcp/integrations: 9 tools ## Shared tools Served by every endpoint above. - `create_file_upload_url`: Mint a short-lived, write-only URL for staging one file, then upload it by `uploadId`. - `get_download_archive_format`: How to open the archive that a download's `downloadUrl` serves, with a script that does it. - `get_me`: Return the profile of the currently authenticated user in one organization. - `list_organizations`: List the wflow organizations the signed-in user can access. ## Tools by endpoint ### https://mcp.wflow.com/mcp/registers - `list_register_accounting_rules`: Accounting rules — how document lines are posted to accounts. - `list_register_activities`: Activities — what a cost was incurred doing, as an analytical dimension on document lines. - `list_register_business_cases`: Business cases — the commercial engagements costs and revenues are booked against. - `list_register_business_item_categories`: Business item categories — the groupings the item catalogue is filed under. - `list_register_business_items`: Business items — the catalogue of goods and services that appear on document lines. - `list_register_card_document_types`: Card document types — the types a payment made by card may be recorded as. - `list_register_cash_document_types`: Cash document types — the types a document put through a cash register may be recorded as. - `list_register_cash_registers`: Cash registers — the tills the organization moves physical money through. - `list_register_chart_of_accounts`: Chart of accounts — the ledger accounts documents are posted to. - `list_register_contracts`: Contracts — the agreements an invoice or order can be filed under. - `list_register_cost_centers`: Cost centers — the organizational units that costs are attributed to. - `list_register_employees`: Employees — the organization's own staff as documents name them. - `list_register_locations`: Locations — the organization's places of business. - `list_register_measure_units`: Measure units — the units a quantity on a document line is counted in. - `list_register_organization_persons`: Organization persons — the people on this side of a document. - `list_register_partner_persons`: Partner persons — the contacts at partner companies. - `list_register_partners`: Business partners — the suppliers and customers documents are issued to or from. - `list_register_payment_methods`: Payment methods — how a document is settled. - `list_register_projects`: Projects — the bodies of work that costs and revenues are attributed to. - `list_register_series`: Numbering series — the sequences documents take their numbers from. - `list_register_vat_control_statement_lines`: VAT control statement lines — the sections a document is itemised in on the control statement. - `list_register_vat_return_lines`: VAT return lines — the rows of the VAT return a document's tax is reported on. - `list_register_vat_reverse_charge_codes`: VAT reverse charge codes — the supply codes used when the recipient accounts for the tax. - `list_register_vehicles`: Vehicles — the cars and machines that travel and fuel documents belong to. - `patch_register_accounting_rules`: Add or update accounting rule records, sparing the rest — how document lines are posted to accounts. - `patch_register_activities`: Add or update activity records, sparing the rest — what a cost was incurred doing. - `patch_register_business_cases`: Add or update business cases, sparing the rest — the commercial engagements costs and revenues are booked against. - `patch_register_business_item_categories`: Add or update business item category records, sparing the rest — the groupings the item catalogue is filed under. - `patch_register_business_items`: Add or update business item records, sparing the rest — the catalogue of goods and services on document lines. - `patch_register_card_document_types`: Add or update card document type records, sparing the rest — the types a payment made by card may take. - `patch_register_cash_document_types`: Add or update cash document type records, sparing the rest — the types a cash register document may take. - `patch_register_cash_registers`: Add or update cash register records, sparing the rest — the tills physical money moves through. - `patch_register_chart_of_accounts`: Add or update ledger account records, sparing the rest — the accounts documents are posted to. - `patch_register_contracts`: Add or update contract records, sparing the rest — the agreements an invoice or order is filed under. - `patch_register_cost_centers`: Add or update cost center records, sparing the rest — the organizational units costs are attributed to. - `patch_register_employees`: Add or update employee records, sparing the rest — the organization's own staff as documents name them. - `patch_register_locations`: Add or update location records, sparing the rest — the organization's places of business. - `patch_register_measure_units`: Add or update measure unit records, sparing the rest — the units a quantity on a line is counted in. - `patch_register_organization_persons`: Add or update records, sparing the rest, for the people who act on the organization's behalf. - `patch_register_partner_persons`: Add or update records, sparing the rest, for the contacts at partner companies. - `patch_register_partners`: Add or update partner records, sparing the rest. - `patch_register_payment_methods`: Add or update payment method records, sparing the rest — how a document is settled. - `patch_register_projects`: Add or update project records, sparing the rest — the bodies of work costs and revenues are attributed to. - `patch_register_series`: Add or update numbering series records, sparing the rest — the sequences documents take their numbers from. - `patch_register_vat_control_statement_lines`: Add or update VAT control statement line records, sparing the rest — the sections a document is itemised in. - `patch_register_vat_return_lines`: Add or update VAT return line records, sparing the rest — the rows a document's tax is reported on. - `patch_register_vat_reverse_charge_codes`: Add or update VAT reverse charge code records, sparing the rest — the codes naming a reverse charge supply. - `patch_register_vehicles`: Add or update vehicle records, sparing the rest — the cars and machines travel and fuel documents name. - `update_register_accounting_rules`: Add or update whole accounting rule records — how document lines are posted to accounts. - `update_register_activities`: Add or update whole activity records — what a cost was incurred doing. - `update_register_business_cases`: Add or update whole business case records — the commercial engagements costs and revenues are booked against. - `update_register_business_item_categories`: Add or update whole business item category records — the groupings the item catalogue is filed under. - `update_register_business_items`: Add or update whole business item records — the catalogue of goods and services on document lines. - `update_register_card_document_types`: Add or update whole card document type records — the types a payment made by card may take. - `update_register_cash_document_types`: Add or update whole cash document type records — the types a cash register document may take. - `update_register_cash_registers`: Add or update whole cash register records — the tills physical money moves through. - `update_register_chart_of_accounts`: Add or update whole ledger account records — the accounts documents are posted to. - `update_register_contracts`: Add or update whole contract records — the agreements an invoice or order is filed under. - `update_register_cost_centers`: Add or update whole cost center records — the organizational units costs are attributed to. - `update_register_employees`: Add or update whole employee records — the organization's own staff as documents name them. - `update_register_locations`: Add or update whole location records — the organization's places of business. - `update_register_measure_units`: Add or update whole measure unit records — the units a quantity on a line is counted in. - `update_register_organization_persons`: Add or update whole records for the people who act on the organization's behalf. - `update_register_partner_persons`: Add or update whole records for the contacts at partner companies. - `update_register_partners`: Add or update whole partner records — suppliers and customers. - `update_register_payment_methods`: Add or update whole payment method records — how a document is settled. - `update_register_projects`: Add or update whole project records — the bodies of work costs and revenues are attributed to. - `update_register_series`: Add or update whole numbering series records — the sequences documents take their numbers from. - `update_register_vat_control_statement_lines`: Add or update whole VAT control statement line records — the sections a document is itemised in. - `update_register_vat_return_lines`: Add or update whole VAT return line records — the rows a document's tax is reported on. - `update_register_vat_reverse_charge_codes`: Add or update whole VAT reverse charge code records — the codes naming a reverse charge supply. - `update_register_vehicles`: Add or update whole vehicle records — the cars and machines travel and fuel documents name. ### https://mcp.wflow.com/mcp/documents - `create_document_task`: Queue work on a document — extracting its data, or exporting it onward. - `create_document_with_files`: Create a document from a file you have staged, naming it and the `uploadId` it went to. - `delete_document`: Delete one document, with everything attached to it. - `delete_document_type`: Delete one of the workspace's document types. - `export_documents`: Export a set of documents as one file, in an accounting system's own format. - `get_document`: One document in full, including its lines, VAT breakdown and accounting. - `get_document_metadata`: Raw extraction metadata for a document — what wflow read off the source file. - `get_document_rights`: The teams allowed to see and act on one document. - `get_document_type`: One document type in full, including who has access to it. - `link_document`: Link one document to another, e.g. an order to the invoice it produced. - `list_document_comments`: The comment thread on one document. - `list_document_events`: The audit trail of one document — every change, approval and file event, in order. - `list_document_links`: Other documents linked to this one, e.g. an order linked to the invoice it produced. - `list_document_types`: Document types configured in the workspace — the kinds a document may be filed as. - `list_documents`: Documents in the workspace — invoices, contracts, orders and cash slips. - `list_documents_to_export`: Ids of documents ready to export to an ERP or accounting system. - `list_documents_to_extract`: Ids of documents queued for data extraction from their source file. - `lock_document`: Lock or unlock a document, so it cannot be changed while someone works on it. - `set_document_rights`: Replace the set of teams allowed to see and act on one document. - `set_document_task_processed`: Record that a document task has been dealt with, and whether it worked. - `unlink_document`: Remove the link between two documents, leaving both documents in place. - `update_document`: Create a document, or replace an existing one's contents. - `update_document_metadata`: Replace the extraction metadata wflow holds for one document. - `update_document_payments`: Replace the payments recorded against one document. - `update_document_type`: Create a document type, or replace an existing one's configuration. ### https://mcp.wflow.com/mcp/document-files - `add_document_tag`: Put one tag on one document. - `delete_document_file`: Delete one file attached to a document. The document itself stays. - `delete_document_property`: Clear one custom property value from one document. - `delete_document_property_definition`: Delete one custom property definition from the workspace. - `delete_document_tag`: Take one tag off one document. - `download_document_file`: Download one specific file attached to a document, by its file id. - `download_document_main_file`: Download the document's primary file — the scan or PDF the document was made from. - `get_document_properties`: The custom property values set on one document. - `get_document_property_definition`: One custom property definition, by its id. - `get_document_tags`: The tags attached to one document. - `list_document_files`: The files attached to one document — the scan or PDF, plus any annexes. - `list_document_property_definitions`: Every custom property defined in the workspace. - `list_document_tags`: Every tag in use across the workspace's documents. - `stamp_document_file`: Apply wflow's time stamp to one file attached to a document. - `update_document_properties`: Replace the custom property values held on one document. - `update_document_properties_with_definition`: Set custom property values on one document, defining any property that is new. - `update_document_property_definition`: Define a custom property for documents, or replace an existing definition. - `upload_document_file`: Attach a file you have staged to a document, naming it and the `uploadId` it went to. ### https://mcp.wflow.com/mcp/storage - `delete_storage_file`: Delete one archived file, with its properties and approval history. - `delete_storage_file_property`: Clear one custom property value from one archived file. - `delete_storage_file_property_definition`: Delete one archived-file custom property definition from the workspace. - `delete_storage_folder`: Delete one storage folder. - `download_storage_file`: Download one archived file's content, by its storage file id. - `get_storage_file`: One archived file in full, by its storage file id. - `get_storage_file_properties`: The custom property values set on one archived file. - `get_storage_file_property_definition`: One custom property definition for archived files, by its id. - `get_storage_file_rights`: The teams allowed to see and act on one archived file. - `get_storage_folder`: One storage folder in full, by its folder id. - `get_storage_folder_rights`: The teams allowed to see and act on one storage folder. - `list_storage_file_property_definitions`: Every custom property defined for archived files in the workspace. - `list_storage_files`: Files in the workspace's document storage — its archive, organised into folders. - `list_storage_folder_children`: The folders directly inside one storage folder — one level, not the whole tree. - `lock_storage_file`: Lock or unlock an archived file, so it cannot be changed while someone works on it. - `move_storage_file`: Move an archived file into a different folder. - `rename_storage_file`: Rename an archived file. - `restore_storage_file`: Bring a removed file back into the archive, into the folder you name. - `set_storage_file_rights`: Replace the set of teams allowed to see and act on one archived file. - `set_storage_folder_rights`: Replace the set of teams allowed to see and act on one storage folder. - `update_storage_file_properties`: Replace the custom property values held on one archived file. - `update_storage_file_properties_with_definition`: Set custom property values on one archived file, defining any property that is new. - `update_storage_file_property_definition`: Define a custom property for archived files, or replace an existing definition. - `update_storage_folder`: Create a storage folder, or replace an existing one's name and place in the tree. - `upload_storage_file`: Upload a file you have staged into the archive, naming it and the `uploadId` it went to. ### https://mcp.wflow.com/mcp/approvals - `delete_approval_template`: Delete one approval template — an approval path the workspace can assign. - `delete_document_approval_path`: Take the approval path off one document. - `delete_storage_file_approval_path`: Take the approval path off one archived file. - `get_approval_template`: One approval template in full, by its template id. - `get_document_approvals`: The approval path assigned to one document, and its progress so far. - `get_storage_file_approvals`: The approval path assigned to one archived file, and its progress so far. - `list_approval_templates`: Approval templates configured in the workspace — the approval paths documents follow. - `set_document_approval_path`: Put one document through the approval path a template describes. - `set_storage_file_approval_path`: Put one archived file through the approval path a template describes. - `update_approval_template`: Create an approval template, or replace an existing one's steps. ### https://mcp.wflow.com/mcp/admin - `create_role`: Create a role — a named bundle of rights that users and teams can be given. - `create_team`: Create a team — the group approval steps and document rights are assigned to. - `delete_role`: Delete one role from the workspace. - `delete_team`: Delete one team from the workspace. - `delete_user`: Remove one person's access to this workspace. - `get_organization`: The workspace's own identity — who this organization is, not who the caller is. - `get_organization_settings`: How this workspace processes documents — the toggles behind its automatic behaviour. - `get_role`: One role in full, by its role id. - `get_team`: One team in full, by its team id. - `get_user`: One user in full, by their user id. - `list_roles`: Roles configured in the workspace — named bundles of rights assignable to users. - `list_teams`: Teams configured in the workspace — groups of users assignable to approval steps. - `list_users`: The people with access to this workspace. - `update_role`: Replace one role's name, description, holders and rights. - `update_team`: Replace one team's name, description and membership. - `update_user`: Add a person to this workspace, or replace what an existing person may do. ### https://mcp.wflow.com/mcp/integrations - `allow_integration`: Allow the calling client to integrate with this workspace. - `create_api_client`: Mint a machine-to-machine API client for this workspace. - `delete_webhook_registration`: Delete one webhook registration, so wflow stops calling that endpoint. - `list_webhook_registrations`: Webhook registrations configured for this workspace. - `update_webhook_registration`: Register a URL for wflow to call, or replace an existing registration.