pex-settings

name

pex:settings

description

ProcurementExpress settings, reference data, and integrations. Covers tax rates, webhooks, currencies, chart of accounts (GL codes), and QuickBooks (QBO) customers/classes. Use when managing tax rates, setting up webhooks for PO events, querying currencies, looking up chart of accounts or GL codes, or working with QuickBooks data. Routes to MCP tools: list_tax_rates, get_tax_rate, create_tax_rate, update_tax_rate, list_webhooks, get_webhook, create_webhook, update_webhook, delete_webhook, list_currencies, list_all_currencies, list_chart_of_accounts, get_chart_of_account, list_qbo_customers, get_qbo_customer, list_qbo_classes, get_qbo_class. Triggers on: tax rate, VAT, webhook, delete webhook, currency, chart of accounts, GL code, QuickBooks, QBO customer, QBO class, accounting integration.

ProcurementExpress Settings & Reference Data

Prerequisites

Authenticate (pex-auth) and set active company (pex-companies) first.

Tax Rate Tools

list_tax_rates

List tax rates for the current company.

• Params: archived (optional, boolean, default: false)
• Returns: TaxRate[] — each has: id, name, value, archived, company_id, tax_type, tax_rate_items[]

get_tax_rate

• Params: id (required, integer)
• Returns: TaxRate

create_tax_rate

• Params: name (required, string, e.g. "VAT 20%"), value (required, number, e.g. 20)
• Returns: TaxRate

update_tax_rate

• Params: id (required) + name, value, archived (all optional)
• Returns: TaxRate

Currency Tools

list_currencies

List currencies enabled for the current company. Company default currency is listed first.

• Params: None
• Returns: Currency[] — each has: id, iso_code, iso_numeric, name, symbol

list_all_currencies

List ALL available currencies globally (sorted by popularity if company is set).

• Params: None
• Returns: Currency[]

Webhook Tools

Webhooks fire on PO lifecycle events. Each webhook sends an HTTP POST to the configured URL.

list_webhooks

• Params: archived (optional, boolean, default: false)
• Returns: Webhook[]

get_webhook

• Params: id (required, integer)
• Returns: Webhook — includes: id, name, url, event_type[], tested, response_code, webhook_attributes[]

create_webhook

• Params:
  • name (required, string)
  • url (required, string) — handler URL
  • event_type (required, string array) — one or more of:
    • "new_po", "po_approved", "po_delivered", "po_paid", "po_cancelled", "po_update"
  • authentication_header (optional, string) — custom auth header value
  • json_wrapper (optional, string) — root key for JSON payload
  • send_as_text (optional, boolean) — send as text instead of JSON
  • basic_auth_uname (optional, string) — basic auth username
  • basic_auth_pword (optional, string) — basic auth password
  • webhook_attributes (optional, array) — custom key-value pairs sent with each webhook:
    • attrib_type (required), key (required), value (required)
• Returns: Webhook

update_webhook

• Params: id (required) + any create_webhook params + archived (optional, boolean)
• For webhook_attributes updates: include id to update existing, _destroy: true to remove
• Returns: Webhook

delete_webhook

Permanently delete a webhook.

• Params: id (required, integer)
• Returns: Deletion confirmation

Chart of Accounts Tools (GL Codes)

Used for accounting classification on PO/invoice line items.

list_chart_of_accounts

• Params: search (optional), page (optional, integer), per_page (optional, integer)
• Returns: { chart_of_accounts: ChartOfAccount[], meta: PaginationMeta }

get_chart_of_account

• Params: id (required, integer)
• Returns: ChartOfAccount — id, name, classification, account_type, currency_code, account_number, display_name, archived

QuickBooks Tools

list_qbo_customers

• Params: search (optional), page (optional), per_page (optional)
• Returns: { qbo_customers: QboCustomer[], meta: PaginationMeta }

get_qbo_customer

• Params: id (required, integer)
• Returns: QboCustomer — id, fully_qualified_name, archived

list_qbo_classes

• Params: search (optional), page (optional), per_page (optional)
• Returns: { quickbooks_classes: QboClass[], meta: PaginationMeta }

get_qbo_class

• Params: id (required, integer)
• Returns: QboClass — id, fully_qualified_name, archived

Where Reference Data Is Used

Data	Used In
Tax rates	PO line items (tax_rate_id), invoice line items, products
Currencies	Budgets, POs, invoices, payments, suppliers
Chart of accounts	PO line items, invoice line items, budgets
QBO customers	PO line items, invoice line items
QBO classes	PO line items, invoice line items, budgets