generated: '2026-08-25'
method: searched
status: published
source: https://dev.lili.co/mcp
also:
- https://dev.lili.co/guides/lili-mcp-connect
- https://dev.lili.co/llms.txt
- https://mcp.lili.co/.well-known/oauth-authorization-server (probed 200)
- https://mcp.lili.co/.well-known/oauth-protected-resource (probed 200)
deployment:
  mode: remote
  endpoint: https://mcp.lili.co/mcp
  auth: oauth
  verified: probed
  note: >-
    Remote only. Lili ships no MCP package of its own — the Claude Desktop instructions use the
    third-party `mcp-remote` bridge to reach the same hosted URL, which is a client-side shim and
    not a Lili-published stdio server, so `install:`/`package:` are deliberately absent.
server:
  name: lili
  transport: streamable-http
  protocol_version: '2025-03-26'
  url: https://mcp.lili.co/mcp
  previous_url: https://mcp.lilibanking.com/mcp
  migration_note: >-
    Changelog 3.0.1 (2026-05-21) records the migration of the MCP domain and API endpoints from
    mcp.lilibanking.com to mcp.lili.co. The published RFC 9728 protected-resource metadata still
    lists mcp.lilibanking.com plus http://localhost:8080 and http://127.0.0.1:8080 among its
    authorization_servers.
  contact: dev@lili.co
  clients_documented:
  - Claude Desktop (via mcp-remote)
  - Cursor
  - VS Code
  - Windsurf
  - OpenClaw
  - NanoClaw
auth:
  methods:
  - oauth2
  oauth2:
    flow: authorization_code
    pkce: S256
    issuer: https://mcp.lili.co
    authorization_endpoint: https://mcp.lili.co/oauth/authorize
    token_endpoint: https://mcp.lili.co/oauth/token
    revocation_endpoint: https://mcp.lili.co/oauth/revoke
    registration_endpoint: https://mcp.lili.co/oauth/register
    dynamic_client_registration: true
    token_endpoint_auth_methods_supported: [none]
    grant_types: [authorization_code, refresh_token]
    scopes_supported: null
    scopes_note: >-
      The authorization-server metadata declares no `scopes_supported`. Access is scoped to the
      authenticated Lili user (business owner or accountant) rather than to named OAuth scopes.
    discovery: well-known/lili-mcp-oauth-authorization-server.json
introspection:
  tools_list: gated
  probe:
    method: POST
    url: https://mcp.lili.co/mcp
    body: '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'
    http_status: 401
    checked: '2026-08-25'
  note: >-
    Live tools/list requires an OAuth access token, so the real inputSchema for each tool is not
    anonymously obtainable. The tool names, categories and request parameters recorded below are
    transcribed from Lili's own published tool reference at https://dev.lili.co/mcp — parameter
    names, types and required flags come from the provider's tables, not from introspection.
user_types:
- name: business_user
  description: Owner of a Lili business bank account. Accesses their own data without businessUserId.
- name: accountant
  description: >-
    Professional managing multiple client accounts. Must pass businessUserId (or first call
    select_customer) on most tools. Only the Accountant Tools category is available to them.
tool_count: 44
tools:
- name: list_customers
  category: accountant
  description: List all client business accounts that have granted the accountant access; returns business name, contact details, connection status and external ID.
  params: []
- name: select_customer
  category: accountant
  description: Establish an active session with a specific client account.
  params: [{name: customerExternalId, type: string, required: true}]
- name: lili_get_accountant_profile
  category: accountant
  description: Retrieve the registered accountant profile — name, firm name, primary email, partner referral code.
  params: []
- name: lili_list_accountant_clients
  category: accountant
  description: Paginated search over connected clients, filterable by business or owner name.
  params: [{name: search, type: string, required: false}, {name: page, type: integer, required: false}, {name: size, type: integer, required: false}]
- name: lili_download_client_statement
  category: accountant
  description: Download the most recent monthly bank statement PDF for a specified client.
  params: [{name: businessUserId, type: string, required: true}]
- name: lili_download_all_client_statements
  category: accountant
  description: Download a consolidated ZIP of the latest monthly statements for all connected clients.
  params: []
- name: lili_get_client_access_status
  category: accountant
  description: Check access status and authorization level for a client account, including pending terms-of-service agreements.
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_search_accountant_referrals
  category: accountant
  description: Search and track the status of client referrals sent by the accountant.
  params: [{name: search, type: string, required: false}, {name: page, type: integer, required: false}, {name: size, type: integer, required: false}]
- name: lili_get_referral_invite_url
  category: accountant
  description: Generate a shareable invitation URL for a prospective client referral.
  params: [{name: referralExternalId, type: string, required: true}]
- name: lili_get_account_summary
  category: account
  description: Financial overview of the primary checking account — routing number, masked account number, balances in USD and cents, plus sub-account (Tax Bucket, BusinessBuild collateral) status and balances.
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_list_linked_external_accounts
  category: account
  description: List external bank accounts linked via Plaid; returns institution name, masked account number, type, connection status and external ID.
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_search_transactions
  category: transactions
  description: Paginated transaction search filterable by date range, account number, transaction type, category and USD amount.
  params: [{name: businessUserId, type: string, required: false}, {name: startDate, type: string, required: false}, {name: endDate, type: string, required: false}, {name: accountNo, type: string, required: false}, {name: recordCnt, type: integer, required: false}, {name: page, type: integer, required: false}, {name: pending, type: boolean, required: false}, {name: transactionType, type: string, required: false}, {name: category, type: string, required: false}, {name: minAmountUsd, type: number, required: false}, {name: maxAmountUsd, type: number, required: false}]
- name: lili_get_transaction
  category: transactions
  description: Enriched detail for a single transaction — merchant information, MCC, location keys, categorization, settlement amount.
  params: [{name: businessUserId, type: string, required: false}, {name: accountNo, type: string, required: true}, {name: transactionType, type: string, required: true}, {name: transactionId, type: string, required: true}, {name: startDate, type: string, required: true}, {name: endDate, type: string, required: true}]
- name: lili_list_transaction_categories
  category: transactions
  description: Full list of Lili transaction categories with machine code and display name, split by income and expense.
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_get_transaction_receipt
  category: transactions
  description: Download the receipt/document attached to a transaction as base64 with file type and suggested filename.
  params: [{name: businessUserId, type: string, required: false}, {name: transactionId, type: string, required: true}]
- name: lili_get_transaction_locations
  category: transactions
  description: Resolve up to 10 transaction location keys into street address, city, state and coordinates.
  params: [{name: businessUserId, type: string, required: false}, {name: locationKeys, type: string, required: true}]
- name: lili_export_transactions_csv
  category: transactions
  description: Export transactions for a date range as a base64-encoded CSV with a recommended filename.
  params: [{name: businessUserId, type: string, required: false}, {name: startDate, type: string, required: true}, {name: endDate, type: string, required: true}, {name: pending, type: boolean, required: false}, {name: minAmountUsd, type: number, required: false}, {name: maxAmountUsd, type: number, required: false}, {name: transactionType, type: string, required: false}]
- name: lili_get_financial_summary
  category: financial-summary
  description: Aggregated income/expense/profit time series at month, quarter or year granularity.
  params: [{name: customerExternalId, type: string, required: true}, {name: chartType, type: string, required: true}, {name: startDate, type: string, required: true}, {name: granularity, type: string, required: false}, {name: isBusiness, type: boolean, required: false}]
- name: lili_list_invoices
  category: invoices
  description: Paginated invoice list filterable by status, returning invoice numbers, statuses, due dates, recipients and totals.
  params: [{name: customerExternalId, type: string, required: true}, {name: status, type: string, required: false}, {name: page, type: integer, required: false}, {name: size, type: integer, required: false}]
- name: lili_get_invoice
  category: invoices
  description: Full invoice detail — recipient contact, itemized line items, discounts, sales tax, payment terms, status and the secure payment link.
  params: [{name: customerExternalId, type: string, required: true}, {name: invoiceExternalId, type: string, required: true}]
- name: lili_list_invoice_service_items
  category: invoices
  description: List saved invoice line-item templates with names, descriptions and default unit prices.
  params: [{name: customerExternalId, type: string, required: true}]
- name: lili_list_bills
  category: bills
  description: Bill list filterable by status and sortable by due or create date; returns supplier, currency, amount, due date and payment history.
  params: [{name: businessUserId, type: string, required: false}, {name: status, type: string, required: false}, {name: pageSize, type: integer, required: false}, {name: pageNumber, type: integer, required: false}, {name: sortBy, type: string, required: false}, {name: sortDirection, type: string, required: false}]
- name: lili_get_bill
  category: bills
  description: Full bill detail including recurring payment rules, payment logs and settlement status.
  params: [{name: billExternalId, type: string, required: true}, {name: businessUserId, type: string, required: false}]
- name: lili_get_bill_payment_methods
  category: bills
  description: Available payment options for a bill (ACH, wire), eligibility, limit restrictions and estimated arrival dates.
  params: [{name: billExternalId, type: string, required: true}, {name: businessUserId, type: string, required: false}]
- name: lili_download_bill_attachment
  category: bills
  description: Download the original PDF invoice/attachment for a bill as base64.
  params: [{name: documentId, type: string, required: true}, {name: businessUserId, type: string, required: false}]
- name: lili_list_suppliers
  category: suppliers
  description: List saved suppliers/vendors with contact and location details and active payment methods.
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_get_supplier
  category: suppliers
  description: Payment routing instructions for a supplier across domestic ACH, domestic wire, international wire (IBAN/SWIFT) and paper check; account numbers masked.
  params: [{name: supplierExternalId, type: string, required: true}, {name: businessUserId, type: string, required: false}]
- name: lili_list_cards
  category: cards
  description: List debit and credit cards with product type, cardholder name, last 4, status and shipping date. PAN, CVV and expiry are never returned (PCI-DSS).
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_get_businessbuild_card_details
  category: cards
  description: BusinessBuild secured credit card limits, balances, open-to-buy, enrollment status and next payment due date.
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_estimate_taxes
  category: tax
  description: Estimate annual tax liability from YTD income and categorized deductible expenses; returns federal income, self-employment and state breakdowns plus marginal rate.
  params: [{name: incomeUsd, type: number, required: false}, {name: businessUserId, type: string, required: false}]
- name: lili_get_tax_bucket
  category: tax
  description: Tax Bucket balance, active status, auto-save flag, auto-set-aside percentage and estimated tax rate.
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_search_tax_bucket_transactions
  category: tax
  description: History of automatic transfers in and out of the Tax Bucket with amounts, direction, dates and status.
  params: [{name: businessUserId, type: string, required: false}, {name: startDate, type: string, required: false}, {name: endDate, type: string, required: false}, {name: recordCnt, type: integer, required: false}, {name: page, type: integer, required: false}]
- name: lili_list_statements
  category: statements
  description: Most-recent-first list of monthly statements for the checking account and sub-accounts with statement IDs, year, month and creation date.
  params: [{name: businessUserId, type: string, required: false}, {name: year, type: integer, required: false}, {name: accountType, type: string, required: false}]
- name: lili_download_statement
  category: statements
  description: Download a monthly bank statement PDF as base64 with a suggested filename.
  params: [{name: businessUserId, type: string, required: false}, {name: statementId, type: string, required: true}]
- name: lili_list_tax_statements
  category: statements
  description: List tax statements and Schedule C reports with statement ID, tax year, quarter (5 = full year) and creation date.
  params: [{name: businessUserId, type: string, required: false}, {name: year, type: integer, required: false}]
- name: lili_download_tax_statement
  category: statements
  description: Download a tax statement or Schedule C report PDF as base64.
  params: [{name: businessUserId, type: string, required: false}, {name: statementId, type: string, required: true}]
- name: lili_download_expense_report
  category: statements
  description: Generate and download a PDF expense report for a standard or custom period, polling generation to completion.
  params: [{name: businessUserId, type: string, required: false}, {name: periodType, type: string, required: true}, {name: startDate, type: string, required: false}, {name: endDate, type: string, required: false}, {name: detailedReport, type: boolean, required: false}]
- name: lili_download_bank_account_letter
  category: statements
  description: Download a signed bank account verification letter PDF in a GENERAL, ACH, WIRE_DOMESTIC or WIRE_INTERNATIONAL variant.
  params: [{name: businessUserId, type: string, required: false}, {name: variant, type: string, required: true}]
- name: lili_get_current_user
  category: identity
  description: Personal and business profile of the authenticated user — name, email, external ID.
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_get_business_profile
  category: identity
  description: Registered business entity detail — legal name, state and date of incorporation, entity type.
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_get_business_addresses
  category: identity
  description: Registered, operational and mailing addresses for the business and its primary owner.
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_get_business_owners
  category: identity
  description: Ultimate beneficial owners and stakeholders with names, emails, roles and ownership percentages.
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_get_business_plan
  category: identity
  description: Current Lili tier and active benefits, including subscription plan and BusinessBuild enrollment.
  params: [{name: businessUserId, type: string, required: false}]
- name: lili_get_duns_details
  category: identity
  description: Dun & Bradstreet DUNS number and associated registration details for the business.
  params: [{name: businessUserId, type: string, required: false}]
errors:
  envelope: '{"error": {"code": "...", "message": "...", "httpStatus": 000}}'
  codes:
  - {code: AUTHENTICATION_REQUIRED, description: User is not authenticated}
  - {code: ACCESS_DENIED, description: Caller does not have access to the requested resource}
  - {code: INVALID_PARAMETER, description: A required parameter is missing or malformed}
  - {code: NOT_FOUND, description: The requested resource does not exist}
  - {code: RATE_LIMITED, description: Too many requests; retry after a short delay}
  - {code: INTERNAL_ERROR, description: An unexpected server-side error occurred}
observations:
  read_only: >-
    All 44 tools are read/export operations. There is no tool that moves money, pays a bill, sends
    an invoice or opens an account — the write surface of Lili stays in the REST Application API and
    the app itself. That is why reversibility, idempotency and dry-run are `na` for this MCP server.
  no_openapi_overlap: >-
    None of the 44 MCP tools maps onto a published Lili REST operation. The three public OpenAPIs
    describe partner onboarding, partner payment notification and webhook management; the MCP
    describes an authenticated end-customer's own banking data. They are disjoint products sharing
    a brand, which is what mcp/lili-tool-crosswalk.yml records.