File Tools
Query uploaded files — invoices, spreadsheets, and documents — along with their processing status and linked facilities. Files are the entry point for bulk data imports (purchases, invoices, employees, etc.).list_files
List uploaded files with optional filters by name, extension, reading status, folder, or project.
By default this returns every file in the organization regardless of which folder it sits in. Pass folder_id to walk the folder hierarchy instead — that switches flattening off, since the two cannot be applied at the same time.
Parameters:
reading_status maps to the tabs on the Files page: Processed is success, Errors is error. Use is_deleted: true for the Trash tab.get_file
Get detailed information about a specific file by ID.
Parameters:
Example prompts:
Workflow
- List files —
list_filesto find uploaded files by name, type, folder, or reading status - Check details —
get_filefor a specific file’s processing state - Check processing —
list_processing_jobsto see if a file upload triggered calculations and their status - View imported data — Use the corresponding data tool (e.g.
list_invoices,list_purchases) to see records created from the file
Related
Processing Jobs
Track file upload processing and calculation status
Invoices
Invoice data often imported via file uploads
API Reference
REST API endpoints for file management
CLI
Upload and manage files from the command line