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Chart of Accounts & Journals

get_account_balance

Get the current balance of a single account. Balance reflects all posted journal entries to-date.

Read · Single record

What get_account_balance does

Fetches a single account balance by its ID, returning every field including line items, audit metadata, and timestamps.

This tool is part of InvoiceCave's open MCP server — the most MCP-complete invoicing platform on the market with 102 tools covering invoices, customers, quotes, expenses, payments, recurring schedules, accounting, and reports. Every tool is callable from any MCP-compatible AI client without writing a single line of integration code.

How an AI uses get_account_balance

Use this after a list_* call when the AI needs full detail on one record — line items, totals, payment status, history. Safe to call repeatedly; it's a read-only fetch with no side effects.

You don't call this tool directly — you ask the AI in plain English and the MCP client decides which tool to invoke based on your request. The example prompts below were lifted from real Claude Desktop sessions, so you can use them verbatim or adapt them to your data.

Parameters

get_account_balance accepts 1 parameter — 1 required, 0 optional. The AI fills these in from your natural-language prompt; you never write them by hand.

ParameterTypeRequiredDescription
accountIdstringrequiredAccount ID

Request example

Under the hood, your AI client sends a JSON-RPC 2.0 tools/call request to InvoiceCave's MCP endpoint at https://www.invoicecave.com/api/mcp/mcp. Here's what a get_account_balance call looks like:

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_account_balance",
    "arguments": {
      "accountId": "acc_a1b2c3d4"
    }
  }
}

You won't write this yourself — it's shown so developers can see exactly what the MCP client generates. The arguments object maps 1:1 to the parameters above. Authentication is handled by the Authorization: Bearer header with your API key.

Example AI prompts

Type any of these into Claude Desktop, Claude Code, or Cursor — InvoiceCave's MCP server will route them to get_account_balance automatically.

“Pull up the full details for that account balance.”

“What's the current status of this account balance?”

Use it in 30 seconds

Claude Desktop
Paste a JSON config
Claude Code
One CLI command
Cursor
Edit MCP config

Related tools

More from the Chart of Accounts & Journals category.

list_accounts

List chart of accounts. Optionally filter by type (Asset, Liability, Equity, Revenue, Expense).

list_journal_entries

List journal entries. Optionally filter by status (Draft, Posted, Void).

create_account

Create a new account in the chart of accounts. Codes must be unique within the org.

update_account

Update an existing chart-of-accounts entry. Code uniqueness is enforced.

delete_account

Delete an account. Fails if it has any journal lines — deactivate via update_account isActive=false instead.

seed_chart_of_accounts

Seed the org with a standard 39-account chart of accounts (Assets/Liabilities/Equity/Revenue/Expense). Fails if any accounts already exist.

create_journal_entry

Create a journal entry. Validates double-entry (sum of debits must equal sum of credits). Pass status="Posted" to auto-post and update account balances; otherwise creates as Draft.

post_journal_entry

Post a Draft journal entry. Updates affected account balances. Cannot be undone — to reverse, use void_journal_entry.

FAQ — get_account_balance

What is get_account_balance?▾

get_account_balance is one of 102 tools in InvoiceCave's MCP server. Fetches a single account balance by its ID, returning every field including line items, audit metadata, and timestamps. It's invoked automatically when an AI client like Claude or Cursor decides the user's request maps to this action.

Which AI clients can call get_account_balance?▾

Any MCP-compatible client. We've tested it with Claude Desktop, Claude Code, Cursor, Windsurf, and Codex. The MCP protocol is open, so any AI tool that speaks MCP can call this endpoint with a valid InvoiceCave API key.

Is calling get_account_balance secure?▾

Yes. Every call is authenticated by the API key you mint in the dashboard, scoped to a single organization, rate-limited per key, and recorded in the audit log with source='mcp'. Sensitive fields (SMTP passwords, encryption keys) are never returned to the AI client.

What parameters does get_account_balance take?▾

get_account_balance accepts 1 parameter — 1 required (accountId). The AI populates these from your plain-English prompt — see the parameter table and request example above.

Does get_account_balance count against any quota?▾

MCP tool calls are unmetered on the free plan up to a generous monthly limit. Once you connect Stripe and start charging your customers, every call still counts against the same per-key rate limit but doesn't add to your bill.

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