What actions are possible with the Tempolia MCP server, through Tempolia AI or my own AI?

MCP lets you interact with your Tempolia database as if you were logged in as a given employee: the rights, restrictions and business rules applied in the interface also apply through MCP. You must therefore pay attention to the rights of the profile being used.

Tempolia screenshot showing the Tempolia AI tab showing that MCP follows collaborator rights
The Tempolia AI tab showing that MCP follows collaborator rights.

Read actions can be performed directly. Actions that modify the database, creation, modification or deletion, require confirmation before execution when called by Tempolia AI.
If you use the MCP server through your own AI, you must instruct your AI to request your confirmation and limit the operations you want it to perform.

Tempolia screenshot: Tempolia AI actions context.
Tempolia AI actions context.
Domain Operations possible through MCP Usage examples
CompaniesSearch, read, create, modify, deleteUpdate an address, IBAN or status
ClientsSearch, read, create, modify, deleteCorrect an address, enter a billing email, modify settings
MattersSearch, read, create, modify, deleteCreate a matter, change its status or settings
EmployeesSearch, read, create, modify, deleteUpdate group, function or associated information
Reference dataSearch, read, create, modify, deleteManage client families, groups, sectors or activities
CodesSearch and readFind a sales code or a billable or non-billable task
TimeSearch, read, create, modify, deleteConsult, correct or enter actual or budgeted time
ExpensesSearch, read, create, modify, deleteConsult or enter incurred or budgeted expenses
BillingSearch and readConsult issued invoices and invoice lines
Invoices to validateSearch, read, create, modify, deletePrepare or modify invoices before validation
QuotesSearch, read, create, modify, deleteConsult or manage quotes and quote lines
PaymentsReadConsult certain payment-related information
ReportsReadRun printouts such as aged balance, client balances or sales journal
SIRET / SIREN searchReadRetrieve a company name and address

MCP is the official interface for interacting with Tempolia from an AI. For any request, simply indicate the employee concerned and the desired action.

Tempolia screenshot: Collaborator access rights for MCP usage.
Collaborator access rights for MCP usage.