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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.
Example response:
Key response fields:

get_file

Get detailed information about a specific file by ID. Parameters: Example prompts:

Workflow

  1. List fileslist_files to find uploaded files by name, type, folder, or reading status
  2. Check detailsget_file for a specific file’s processing state
  3. Check processinglist_processing_jobs to see if a file upload triggered calculations and their status
  4. View imported data — Use the corresponding data tool (e.g. list_invoices, list_purchases) to see records created from the file

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