AI assistant connector (MCP)

iSpis is an MCP server: ChatGPT, Claude, Gemini, Copilot or your own agent connect to https://ispis.com/mcp (or ispis.cz / ispis.sk), sign in with your iSpis account (OAuth) and get the tools below. Setup per client is on the /mcp page. Paid screenings run only with confirm_price=true; sending e-mail or data messages is two-step (message_prepare, then message_send). Every call is audited on the case.

ToolDescriptionParameters
account_infoReturns the signed-in user, the company (tenant), the country and the current credit balance, including whether paid services can be used.
credit_topupCreates a proforma order to top up the credit and returns a card payment link, the variable symbol and a QR code for a bank transfer. It does not pay anything; the credit is added only after the user pays.amount
register_listReturns the registers and profiles available for screening, their price for this account and the input fields. The profile (name) is a parameter of screening_run.
screening_runChecks one person or company in the registers of the chosen profile (from register_list) and returns the result, the price and the credit balance. For a paid profile without confirm_price=true it runs nothing and returns only the price. The result is saved in the account's screening history.profile, Jmeno, Prijmeni, Narozen, RC, IC, Nazev, Adresa, CisloDokladu, DokladCC, confirm_price
screening_historyReturns the account's screening batches for a month (dateseq, profile, name, number of persons, price). screening_detail returns the batch detail.month, limit
screening_detailReturns the inputs, register results, errors and attachment names of one screening batch (dateseq from screening_run or screening_history).dateseq, lineno, limit
screening_fileReturns an attachment of a screening result (e.g. a PDF extract from CEE) as text converted on the server or as the original file.dateseq, lineno, name, format, offset
case_searchFinds cases (max. 10) by RefNo, name, birth number, company ID or other text. Returns the RefNo and a CRM link. case_get returns the detail.query
case_getReturns the case detail by RefNo: state, category, labels, case fields, persons with roles, authorities, claims, payments, recent entries and the list of files (peId for case_file). Without file contents.refno
case_entriesReturns all entries (events) of a case: notes, tasks, files, sent messages, with filtering by kind and paging.refno, kind, offset, limit
case_fileReturns a file of a case (peId from case_get or case_entries) as text converted on the server or as the original file.peId, format, offset
case_auditReturns the system audit of a case: who changed the state, fields, persons or claims and when.refno, limit
person_getReturns the person's data from the CRM (name, birth number, company ID, addresses, contacts, notes) by personId from case_get.personId
isds_listReturns the account's received and sent data messages (newest first), optionally only unresolved ones or only messages of one case.refno, onlyNotDone, limit
isds_getReturns the sender, recipient, subject, case and list of attachments of a data message with a preview of their text.isdsId
isds_attachmentReturns an attachment of a data message (fileNo from isds_get) or the whole signed ZFO message, as text converted on the server or as the original file.isdsId, fileNo, format, offset
inbox_listReturns the user's inbox items (tasks, new files, payments, messages to handle) with the case RefNo and a link.offset
sql_schemaReturns the description of the CRM database tables and columns and the rules for queries (sql_query). Without a parameter the whole schema, with table only one table.table
sql_queryRuns an SQL SELECT over the account's database (PostgreSQL, read-only replica, by default max. 100 rows) and returns the columns, rows and a link to the same report in the CRM (Manage → Table). Requires the pripad:actions permission. sql_schema returns the schema and rules.sql
directory_searchSearches directories: courts = CZ/SK/PL courts (address, data box, filing office; PL only name, seat and superior court), executors = CZ bailiff offices, lawyers = CZ/SK lawyers (without county returns districts, with county the lawyers in the district, with id the detail).kind, query, country, county, id, limit
template_listReturns the account's templates (e-mail, data message, SMS, letter) with channel, format and usage count; systemTemplates are shared system templates.query
template_getReturns the template including the body (HTML with variables <mark>Field</mark>), subject, channel and automatic sending settings.templateId
template_saveWithout templateId creates a new template (channel required), with templateId overwrites the given properties of an existing template. Requires the epr:template permission.templateId, channel, name, subject, body, text, note
case_importCreates a case, or updates an existing one with the same RefNo: category, state, label, case fields and persons with a role. Without refno assigns a RefNo from the account's number series. Persons are matched by birth number / company ID, existing ones are not duplicated.refno, category, state, label, extraId, fields, persons
case_add_claimAdds a claim (invoice/loan) to a case with a variable symbol, amount in the case currency, date of origin and due date. The case must have a debtor or a client.refno, vs, amount, issued, dueDate, note
case_file_uploadSaves a file (base64, e.g. from the user's disk) as a case entry and returns its peId.refno, name, contentBase64, fileType
message_preparePrepares a draft e-mail or data message for a case: from a template (templateId, fills in the case fields) or from text; the recipient is a case person (personId from case_get) or an authority (addrType soud/exekutor). Attaches case files or base64 files. Sends nothing, returns draftId and a preview for message_send.refno, method, personId, addrType, to, isds, templateId, subject, body, text, isdsNase, isdsVase, attachPeIds, attachments
message_sendSends a draft from message_prepare (e-mail or data message) and records it in the case. Sending cannot be undone.draftId

The same operations are available as REST (/api/*, see the API section) and, for your own module, through custom actions and template variables in your repository (crm.yaml, see Customization).

Source: src/core/mcp/mcp.docs.md