Kolleno MCP tools fall into a few functional groups, and each tool has an access level (read, write, delete, or send). Which tools a client can use depends on the access levels you grant when you connect.
Tool categories
Discovery: list the companies you have access to and their team members. Start here to get a company ID.
Core receivables data: customers, invoices, credit notes, transactions, payment charges, payouts, customer contacts, notes, and email history (sent and received).
Analytics: aging summaries, collection insights, dashboard stats, top overdue customers, and workflow performance.
Reporting: list report types, list report files, and generate live report data.
Access levels: read, write, delete, and send
When you connect Kolleno to an MCP client you choose which access levels to grant. This controls which tools the client is allowed to use.
Read (always included): every connection can read your data, which covers all of the discovery, data, analytics, and reporting tools above. Read access cannot be turned off.
Write (optional): lets the client create and update records (tasks, notes, customer contacts, and file uploads) and take customer actions such as setting a risk level, pausing or resuming chasing, assigning an account owner, and recording a promise to pay. Leave this unchecked for read-only access.
Delete (optional, kept separate): lets the client delete records, such as removing a customer contact. It is a separate opt-in from write so that deletions are always a deliberate choice.
Send (optional, kept separate): lets the client send emails to your customers from your Kolleno email profiles. When you connect, tick Allow sending emails to grant it. It is a separate opt-in from write because an email cannot be taken back. If you connected before this option existed, reconnect and tick it to send emails.
Your Kolleno role still applies on top of these access levels. For example, viewer users cannot write, delete, or send emails even if those levels are granted.
Getting started
A good starting sequence is: list companies, select a company ID, then run data or analytics tools based on your question.