MCP guides

Each guide is how to do one job with Qualy's tools, in order, with worked examples checked against the tools themselves. Assistants read the same text through the MCP server as resources (resources/read), and a refusal from one of a guide's tools links to it. Generated from the Qualy MCP server’s guide registry.

• Contacting customers about their payments: Remind, chase or message someone about what they owe without contacting them twice: check first, pick one channel, record what you did outside Qualy. Resource: qualy://guides/contacting-customers.
• Creating and finding payments: Create a payment for a contact (finding or adding them first), find payments with filters and date windows, and get their receipts and tax invoices. Resource: qualy://guides/payments.
• Customer subscriptions: Set up a customer’s payment schedule from a catalog service, then change or cancel it, knowing what happens to the payments it already created. Resource: qualy://guides/subscriptions.
• Refunding a customer: Prepare a refund request under a manual approval policy, then have an eligible person approve in the Qualy dashboard. MCP can reject or follow it, but cannot release money. Resource: qualy://guides/refunds.
• Payouts and reconciliation: Match the deposits on your bank statement to the payouts Qualy sent you, see what was paid to partners and suppliers, and what is still open with each partner. Resource: qualy://guides/payouts-and-reconciliation.
• Deciding approval requests: Find pending approval requests, understand their effects and dashboard approval eligibility, or reject an eligible request. Approval must happen in the Qualy dashboard. Resource: qualy://guides/approvals.
• Importing documents with AI Import: Turn a payment plan, partnership contract or form PDF into records: start with a review, follow the import, retry failed steps, cancel it or roll back what it created. Resource: qualy://guides/ai-import.
• How Qualy reminds: When Qualy sends a payment reminder and when it suppresses one: generated from the rules the reminder queue applies. Resource: qualy://guides/how-qualy-reminds.