# MCP guides

> How to do common jobs with the Qualy MCP server, with worked examples: the guides assistants read as MCP resources.

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](/docs/mcp-server/guides/contacting-customers.md): 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](/docs/mcp-server/guides/payments.md): 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](/docs/mcp-server/guides/subscriptions.md): 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](/docs/mcp-server/guides/refunds.md): Refund a customer: find the charge, pick a route from refund_options, preview the figures, start the refund under your account's approval policy, then approve, reject or follow it. Resource: `qualy://guides/refunds`.
- [Payouts and reconciliation](/docs/mcp-server/guides/payouts-and-reconciliation.md): 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](/docs/mcp-server/guides/approvals.md): Find the approval requests waiting on you, check whether you may approve or reject each one now and what your approval would do, then decide. Resource: `qualy://guides/approvals`.
- [Importing documents with AI Import](/docs/mcp-server/guides/ai-import.md): 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](/docs/mcp-server/guides/how-qualy-reminds.md): 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`.