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Platform owners can use Layer’s MCP server to power internal agents, support workflows, demos, and operational analysis across the businesses they serve. In platform mode, an agent sets the active business for a session, queries Layer financial data, and uses those results to explain customer trends or identify follow-up actions. Tool sequences for onboarding, profitability, activity, and billing exports are in Platform session.

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Customer support and operations

A platform-owned agent uses set_active_business to inspect the right customer business during a support workflow. From there it can retrieve bank transactions, get_financial_report, specialized P&L tools, or the chart of accounts. Examples include:
  • Investigating why a customer’s report looks incomplete (get_financial_report, get_data_sync_validation).
  • Checking whether uncategorized transactions are affecting financial statements (get_bank_transactions).
  • Finding recent transactions that match a support question.
  • Explaining the current state of a customer’s bookkeeping setup (list_bookkeeping_businesses).

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Portfolio-level insights

The agent iterates across selected businesses, gathers consistent report or transaction signals, and summarizes patterns for internal teams. Examples include:
  • Identifying customers with persistent uncategorized transaction volume.
  • Comparing customer profitability with get_profitability_report.
  • Reviewing platform activity with get_platform_activity_summary (GET /v2/activity).
  • Exporting billing reports with create_billing_report_export then list_exports / get_export.
  • Finding businesses that may need bookkeeping attention before month end.
  • Preparing account-management summaries before customer check-ins.
Platform agents should validate authorization before calling set_active_business with customer business IDs.

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Onboarding from an agent

Platform mode can create_business and update_business (lifecycle only; not ledger mutations). After create, set_active_business then get_financial_report or get_business to confirm the record.