puzzle-io

name

puzzle-io

description

Puzzle.io is an AI‑native accounting platform that automates bookkeeping tasks like transaction categorization, reconciliations, and accruals, while providing real‑time financial insights, anomaly detection, and conversational access via Slack or API. Read and write Puzzle.io data through One: bills, products, transactions, companyaccounts, journalentries, companyjournalentries and more, 68 actions with real parameter documentation. Use whenever the user asks to look something up in Puzzle.io, create or update a record there, or build code against the Puzzle.io API.

Puzzle.io through One

Puzzle.io is an AI‑native accounting platform that automates bookkeeping tasks like transaction categorization, reconciliations, and accruals, while providing real‑time financial insights, anomaly detection, and conversational access via Slack or API.

One exposes Puzzle.io through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform puzzle-io if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Puzzle.io is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Puzzle.io account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Bills

Action	Method	Path	Action id
Get a Company's Bill	GET	/company/{{id}}/bills/{{billId}}	conn_mod_def::GJ6LlGU-LTs::JI707QuMTtm_8fRM8j0Y_g
List a Company’s Bills	GET	/rest/v0/company/{{id}}/bills	conn_mod_def::GJ6LlIqP85I::AaWq1mVFQ6aWchJ6DKs3rA
Create a Company's Bill	POST	/rest/v0/company/{{id}}/bills	conn_mod_def::GJ6LlOIodAk::-2Vl8yUORy61BQHkm3JT8g
Update a Company Bill	POST	/rest/v0/company/{{id}}/bills/{{billId}}	conn_mod_def::GJ6LlG75nHQ::2SCtSeEhQHSesgExHzbMCw
Update a Company Bill’s Status	PATCH	/rest/v0/company/{{id}}/bills/{{billId}}/status	conn_mod_def::GJ6LlOFCb7w::1sqCq-sBRr2ftYrGcq5dBA

Products

Action	Method	Path	Action id
Get a Company Product	GET	/rest/v0/company/{{id}}/products/{{productId}}	conn_mod_def::GJ6LnYJXH08::duzeogUmTeeEqJFchDq1HQ
List a Company's Products	GET	/rest/v0/company/{{id}}/products	conn_mod_def::GJ6LnlLsGOk::O2kISJ0mTfGYnB9dl5QgtQ
Create a Company's Product	POST	/rest/v0/company/{{id}}/products	conn_mod_def::GJ6LnYBOhVA::Ft14LAyGTzmaciqSlFPrrw
Update a Company's Product	PATCH	/rest/v0/company/{{id}}/products/{{productId}}	conn_mod_def::GJ6Lnm2cSI4::UB0_Et7vQeqVUZu-QCS2eg

Transactions

Action	Method	Path	Action id
List a Company’s Transactions	GET	/rest/v0/company/{{id}}/transactions	conn_mod_def::GJ6Ln1Fy08U::IHc05caKRXCrJcy7ig7RQA
Create Transactions for a Company	POST	/rest/v0/company/{{id}}/transactions	conn_mod_def::GJ6Ln7G4_Wk::prwFHKDuQoqAjDxlnY6OLw
Update a Company's Transaction	PATCH	/rest/v0/company/{{id}}/transactions/{{transactionId}}	conn_mod_def::GJ6LnyvQQnE::_lsUSyh0T4W6wEfWjbvNZQ

CompanyAccounts

Action	Method	Path	Action id
List a Company’s Financial Accounts	GET	/rest/v0/company/{{id}}/accounts	conn_mod_def::GJ6LlfWPSqI::Is-_T8FdQRW_nFvZwelktA
Create a Company's Financial Account	POST	/rest/v0/company/{{id}}/accounts	conn_mod_def::GJ6LlWQBgUo::x8cTfQ55QsaJxzi2gq7Bww

JournalEntries

Action	Method	Path	Action id
List a Company’s Journal Entries	GET	/rest/v0/company/{{id}}/journalEntries	conn_mod_def::GJ6LmAx_CB8::qdgUQBlZQXepBTlnPdsa7g
Create Journal Entries for a Company	POST	/rest/v0/company/{{id}}/journalEntries	conn_mod_def::GJ6Lle-4h1s::6o2VqMgUQG6CS0Uquvc0fw

CompanyJournalEntries

Action	Method	Path	Action id
Create a Company Journal Entry	POST	/rest/v0/company/{{id}}/journalEntry	conn_mod_def::GJ6LlmkLS5Q::SllfyH0kSqymKI-czNU5kQ
Delete a Company Journal Entry	DELETE	/rest/v0/company/{{id}}/journalEntry/{{journalEntryId}}	conn_mod_def::GJ6Llt9YQw4::1AVcJ0hxSmW7v3SkjLd4-g

Company

Action	Method	Path	Action id
Get a Company with Metrics	GET	/rest/v0/company/{{id}}	conn_mod_def::GJ6LmSa4rcg::0zLpOMp8Tpm9tdfMehSPpA
Create a Company (and Owner User)	POST	/rest/v0/company	conn_mod_def::GJ6LmJ6Grv4::2_m6neopRU-zS4QyPkPCfQ

Statements

Action	Method	Path	Action id
Get a Company's Balance Sheet Statement	GET	/rest/v0/company/{{id}}/statements/balanceSheet	conn_mod_def::GJ6LmKv4Kak::sT1elbZuTfqMeeqkWZoe9g
Get a Company's Profit and Loss Statement	GET	/rest/v0/company/{{id}}/statements/profitLoss	conn_mod_def::GJ6Lmh3Sz1g::QzXSN077SjK6OJP8MfX7fw

Invoices

Action	Method	Path	Action id
List a Company's Invoices	GET	/rest/v0/company/{{id}}/invoices	conn_mod_def::GJ6Lmpa3vhQ::mP1mSB88TXCHvwtJ4I7Jzg
Create an Invoice for a Company	POST	/rest/v0/company/{{id}}/invoices	conn_mod_def::GJ6LmfVph1Y::4widGGy_SLinCwjfaPokmQ

CompanyInvoices

Action	Method	Path	Action id
Get a Company Invoice	GET	/rest/v0/company/{{id}}/invoices/{{invoiceId}}	conn_mod_def::GJ6LmfB8NRo::G2yZcB3YSOyCftd4xUggRw
Update a Company Invoice	PUT	/rest/v0/company/{{id}}/invoices/{{invoiceId}}	conn_mod_def::GJ6Lm3AksQQ::8RfGeKc7Rjax9OFWvwVfOA

Payrolls

Action	Method	Path	Action id
Get a Company's Payroll	GET	/rest/v0/company/{{id}}/payrolls/{{payrollId}}	conn_mod_def::GJ6LnZaAn6A::DQpx0i45RguXxeKiex6Wyw
Create a Company's Payroll	POST	/rest/v0/company/{{id}}/payrolls	conn_mod_def::GJ6LnQY8zS8::7jWpI4aAQbif6h2aDj4ZUQ

Vendors

Action	Method	Path	Action id
List a Company's Vendors	GET	/rest/v0/company/{{id}}/vendors	conn_mod_def::GJ6LoVu-DmU::tTnRmopMSOe2J9Ji9lFzDA
Create a Company's Vendor	POST	/rest/v0/company/{{id}}/vendor	conn_mod_def::GJ6LoJxLK7A::Km2ID0M4S3S_ukjoAw0B2Q

Customers

Action	Method	Path	Action id
List a Company's Customers	GET	/rest/v0/company/{{id}}/customers	conn_mod_def::GJ6LlXQ89dw::IgTdAS4MSK66QaA-kppF8Q
Create a Company's Customer	POST	/rest/v0/company/{{id}}/customers	conn_mod_def::GJ6LlVyhezI::U_lMhTlBSfa0wsig_NECsg

Departments

Action	Method	Path	Action id
List a Company’s Departments	GET	/rest/v0/company/{{id}}/departments	conn_mod_def::GJ6LnNh1cYU::f-r3hIa-QQu3OkBJuX1NJA
Create a Company's Department	POST	/rest/v0/company/{{id}}/departments	conn_mod_def::GJ6LnABW5Os::XmUJ5YofSoaYaPWbVJIWpQ

Benefits

Action	Method	Path	Action id
List a Company's Benefits	GET	/rest/v0/company/{{id}}/benefits	conn_mod_def::GJ6LnPt6veo::3MJNz-urQSqWG6_qMdjA4g
Create a Company's Benefit	POST	/rest/v0/company/{{id}}/benefits	conn_mod_def::GJ6LnABJrgg::rGTBuytOTl-oXuJlGK74Mw

CompanyClassifications

Action	Method	Path	Action id
Get a Company Classification (with Segments)	GET	/rest/v0/company/{{id}}/classifications/{{classificationId}}	conn_mod_def::GJ6LlzLx8s8::Su0Wm_oQRVmigAUDeZJDWA
List a Company's Classifications	GET	/rest/v0/company/{{id}}/classifications	conn_mod_def::GJ6Llxe5dB0::6z7M9YhtS8uOGEuT5Lu5Hg

LedgerAccounts

Action	Method	Path	Action id
Get a Company's Ledger Account	GET	/rest/v0/company/{{id}}/ledgerAccounts/{{ledgerAccountId}}	conn_mod_def::GJ6LmJ71zrg::7h--rrFQRkycnJ-B_zDsbg

CashActivityStatements

Action	Method	Path	Action id
Get a Company’s Cash Activity Statement	GET	/rest/v0/company/{{id}}/statements/cashActivity	conn_mod_def::GJ6LmLLcDoA::ltdGHxvCTJ2_5NYDEHambA

MonthlyChecklists

Action	Method	Path	Action id
Get a Company’s Monthly Checklist	GET	/rest/v0/company/{{id}}/monthly-checklists	conn_mod_def::GJ6LmWtf6ck::C19g-BuWSg27JgkPZHrUuQ

CompanyEmployeeMetrics

Action	Method	Path	Action id
Get a Company's Employee Metrics	GET	/rest/v0/company/{{id}}/metrics/employee	conn_mod_def::GJ6Lm3qLlwA::ayLhkOTYTgepJxWokCf1rA

Contractors

Action	Method	Path	Action id
Create a Contractor for a Company	POST	/rest/v0/company/{{id}}/contractors	conn_mod_def::GJ6Lm_ThOes::8EWV6XGFQdOwCMRRlBvslQ

CompanyRevenueMetrics

Action	Method	Path	Action id
Get a Company's Revenue Metrics	GET	/rest/v0/company/{{id}}/metrics/revenue	conn_mod_def::GJ6Lm_9huzY::qaw0yUWzTHOL5qk86patDA

CompanyTrialBalanceReports

Action	Method	Path	Action id
Get a Company Trial Balance Report	GET	/rest/v0/company/{{id}}/trial-balance	conn_mod_def::GJ6LnFpkcWw::sLHNExbkRZiVYr-OHHf-KQ

CompanyCustomers

Action	Method	Path	Action id
Update a Company Customer	PATCH	/rest/v0/company/{{id}}/customers/{{customerId}}	conn_mod_def::GJ6LlWAtUaQ::YLVeogeSSR6vDeXQWoaadw

JournalEntryDocuments

Action	Method	Path	Action id
Create a Journal Entry Document Attachment for a Company	POST	/rest/v0/company/{{id}}/journalEntries/{{journalEntryId}}/document	conn_mod_def::GJ6LlfwxcLc::tdDjUWpcRsa7WAdBcO1LDw

Workers

Action	Method	Path	Action id
List a Company’s Workers	GET	/rest/v0/company/{{id}}/workers	conn_mod_def::GJ6LncZUmGM::hgRqUsNrTuyOU47_HON_yA

Requests

Action	Method	Path	Action id
Create a Company’s Requests	POST	/rest/v0/company/{{companyId}}/requests	conn_mod_def::GJ6Lnk1u-fs::XyfAZJ0hQo2pz51c4_04WA

IntegrationConnections

Action	Method	Path	Action id
Create an Integration Connection for a Company	POST	/rest/v0/company/{{id}}/integrationConnection	conn_mod_def::GJ6LmJbGtGg::Vl6pm93PQ3a3qDhtBjsXuA

CompanyTransactions

Action	Method	Path	Action id
Get a Company Transaction by ID	GET	/rest/v0/company/{{id}}/transactions/{{transactionId}}	conn_mod_def::GJ6LnyJCWKE::0EuWryZBTR2NB-YJqZ_s-g

CompanyRequests

Action	Method	Path	Action id
List a Company's Requests	GET	/rest/v0/company/{{companyId}}/requests	conn_mod_def::GJ6LnmKX05A::IplRfX6pSdKRIiiXPrTgJQ

TransactionDocuments

Action	Method	Path	Action id
Create a Transaction Document Attachment (Company)	POST	/rest/v0/company/{{id}}/transactions/{{transactionId}}/document	conn_mod_def::GJ6Lny-xCHM::DZ4lgIYcRYyZrIxgGZkg_Q

CompanyMetrics

Action	Method	Path	Action id
Get a Company's Expense Metrics	GET	/rest/v0/company/{{id}}/metrics/expenses	conn_mod_def::GJ6LmyT2_Z8::7tqnHisZTJ-bc_rCraFM5Q

Onboarding

Action	Method	Path	Action id
Initiate Prefilled Onboarding	POST	/rest/v0/onboarding	conn_mod_def::GJ6LmTMcfhE::MUo4_Dz1S8GsRc7eaB0Qmg

CompanyVendors

Action	Method	Path	Action id
Update a Company Vendor	PATCH	/rest/v0/company/{{id}}/vendors/{{vendorId}}	conn_mod_def::GJ6Lmf0vX5M::OprOAIGTRKqLeJKHew7bpw

CompanyFinancialStatements

Action	Method	Path	Action id
Get a Company's Financial Statements	POST	/rest/v0/company/{{id}}/financialStatements	conn_mod_def::GJ6Lm1LJfQY::p8dZMVOLS8uLEpl12JiwHw

CompanyFinancialAccountBalances

Action	Method	Path	Action id
Get a Company’s Financial Account Balances	GET	/rest/v0/company/{{id}}/accounts/balances	conn_mod_def::GJ6LmyCrZ5k::fGOQP7gZR_i0sNrK7JEWCg

CompanyLocations

Action	Method	Path	Action id
List a Company’s Locations	GET	/rest/v0/company/{{id}}/locations	conn_mod_def::GJ6LnZCOLK0::NwYpiq4AQBKVWV51PXGFTw

ChartOfAccounts

Action	Method	Path	Action id
Get a Company's Chart of Accounts	GET	/rest/v0/company/{{id}}/chartOfAccounts	conn_mod_def::GJ6LlvBGsNs::2ixuvM8dTPmJYYHx56rRiw

Employees

Action	Method	Path	Action id
Create an Employee for a Company	POST	/rest/v0/company/{{id}}/employees	conn_mod_def::GJ6LnOxEohs::f6F5aVasQMOyV9i7JBMMsw

Locations

Action	Method	Path	Action id
Create a Company's Location	POST	/rest/v0/company/{{id}}/locations	conn_mod_def::GJ6LnO247fU::M-jh4-thQjetszxxPxoy-g

LinkTokens

Action	Method	Path	Action id
Create a Link Token	POST	/rest/v0/linkToken	conn_mod_def::GJ6LlVzJ2Kg::OQUHiGwNQiScpZKfKHNwNw

Users

Action	Method	Path	Action id
Get Current User	GET	/rest/v0/me	conn_mod_def::GJ6LmSmzmL8::eGiDK_sXT5Kbkm87P39dlQ

Companies

Action	Method	Path	Action id
Get Companies for the Current User	GET	/rest/v0/companies	conn_mod_def::GJ6LmSaPh3Y::-a-DsEULR0GN6tdIi2BBYA

Classifications

Action	Method	Path	Action id
Create a Company's Classification	POST	/rest/v0/company/{{id}}/classifications	conn_mod_def::GJ6LlhfgweQ::oA5wRLcXT3ufOzl75GzjIQ

AccountBalances

Action	Method	Path	Action id
Create a Company's Account Balance	POST	/rest/v0/company/{{id}}/accounts/balances	conn_mod_def::GJ6LnqbZsag::B8puiLPLRZS7vG2ni7JZyQ

VendorSpendingReport

Action	Method	Path	Action id
Get a Company's Spend by Vendor Report	GET	/rest/v0/company/{{id}}/vendor-spending-report	conn_mod_def::GJ6LoDWvens::jCHuqUg9R5C4Gog-2X-XPQ

When a call fails

The error comes from Puzzle.io, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/puzzle-io

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.