> ## Documentation Index
> Fetch the complete documentation index at: https://docs.layerfi.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Platform MCP

> How platform owners can use Layer MCP tools to draw insights across customer businesses.

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](/insights/mcp-server/platform-session).

## 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`).

## 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.

## 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.