pex-companies

name

pex:companies

description

ProcurementExpress company management, employee listing, user invitations, and approver queries. Use when listing companies, switching the active company, viewing company details and settings, managing employees and user invitations, or querying approvers. Routes to MCP tools: list_companies, get_company, get_company_details, set_active_company, list_approvers, list_all_approvers, list_employees, invite_user, get_invite_limit, list_pending_invites, cancel_invite, resend_invite. Triggers on: company, switch company, employees, invite user, approvers, company settings, custom fields, payment terms.

ProcurementExpress Companies

Prerequisites

Authenticate first (pex-auth skill). Most tools require an active company set via set_active_company.

Tools Reference

set_active_company

Set the working company for all subsequent API calls. Must be called before most operations.

• Params: company_id (required, string)
• Returns: Confirmation text
• This is a client-side operation (no API call)

list_companies

List all companies the authenticated user belongs to.

• Params: None
• Returns: CompanyDetail[]

get_company

Get company details by ID including settings, custom fields, and supported currencies.

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

get_company_details

Get details for the currently active company.

• Params: None
• Returns: CompanyDetail

list_employees

List all active employees of the current company with their roles.

• Params: None
• Requires: companyadmin role
• Returns: Employee[] — each has: id, email, name, roles[]

list_approvers

List approvers for the current company. Returns empty if company uses approval flows.

• Params: department_id (optional, integer) — filter by department
• Returns: Approver[] — each has: id, email, name, approval_limit

list_all_approvers

List all approvers regardless of auto-approval routing.

• Params: None
• Returns: Approver[]

invite_user

Invite a user to the company.

• Params:
  • email (required, email format)
  • name (required, string)
  • roles (required, array) — valid values: "companyadmin", "approver", "finance", "teammember"
  • approval_limit (optional, number, default: 0)
  • department_ids (optional, integer array)
• Requires: Available invite slots (check with get_invite_limit)
• Returns: Invitation result

get_invite_limit

Check remaining invite slots for the company plan.

• Params: None
• Returns: { invite_limit_left, active_users, allowed_users }

list_pending_invites

List pending user invitations.

• Params: None
• Requires: companyadmin role
• Returns: Array of pending invites (each has a token for cancel/resend)

cancel_invite

Cancel a pending invitation.

• Params: token (required, string) — from pending invite
• Requires: companyadmin role

resend_invite

Resend a pending invitation email.

• Params: token (required, string) — from pending invite
• Requires: companyadmin role

CompanyDetail Response Fields

Key fields in CompanyDetail:

• id, name, is_locked, in_trial, trial_expired, remaining_trial_days
• company_setting — 40+ config fields including:
  • currency_id — default currency
  • date_format — date format used across all date fields in the API
  • gross_or_net — whether amounts are gross or net
  • show_po_item_number, show_delivery_status, show_payment_status
  • po_number_prefix, next_po_number
  • invoice_enabled, invoice_approval_flow_enabled
  • approval_flow_enabled — whether approval flows are active
• custom_fields[] — company custom fields with type, options, placement flags
• supported_currencies[] — currencies enabled for this company
• payment_terms[] — payment terms with due_days, day_of_month, term_type

User Roles

Role	Permissions
companyadmin	Full admin access, manage users, settings
approver	Approve/reject POs and invoices
finance	Financial operations, override approvals, archive
teammember	Create and view POs