Connect over MCP
Filemark exposes stateless Streamable HTTP MCP at:
https://api.filemark.ca/mcp
Configure your MCP client with these values:
| Setting | Value |
|---|---|
| Transport | Streamable HTTP |
| OAuth grant | client_credentials |
| Token endpoint | https://api.filemark.ca/oauth2/token |
| Resource | https://api.filemark.ca |
| Base scope | https://api.filemark.ca/mcp |
| Domain scopes | Only those required by the selected tools/resources |
The client must support the MCP OAuth client credentials extension. Hosts that require an interactive PKCE or dynamic-client-registration flow aren't compatible. Keep the client ID and secret in the host's secure credential store.
Published MCP tools
| Tool | Domain scope | REST-equivalent behavior |
|---|---|---|
list_clients | read or clients:read | List clients |
get_client | clients:read | Get client |
list_entities | entities:read | List a client's entities |
get_entity | entities:read | Get entity |
list_tax_years | tax-years:read | List an entity's tax years |
get_tax_year | tax-years:read | Get tax year |
get_engagement | engagements:read | Get safe engagement metadata |
list_engagement_documents | documents:read | List safe document metadata |
list_engagement_workpapers | workpapers:read | List safe workpaper metadata |
get_engagement_review_summary | review:read | Get persisted review indicators |
list_computations | tax:compute | Get computation catalog |
compute_tax_schedules | tax:compute | Run batch computation |
compute_rollover | tax:compute | Run one rollover target |
All 13 tools are annotated read-only, non-destructive, and idempotent.
compute_tax_schedules and compute_rollover accept the same optional payloadContract selector as their REST counterparts, with identical strict-profile semantics — validation before execution, fail-closed result validation after, and the same version pinning. The computation target reference applies to both transports.
Published MCP resources
Each resource enforces the same domain scope and organization boundary as its corresponding tool.
filemark://clients/{client_id}filemark://entities/{entity_id}filemark://tax-years/{tax_year_id}filemark://engagements/{engagement_id}filemark://engagements/{engagement_id}/documentsfilemark://engagements/{engagement_id}/workpapersfilemark://engagements/{engagement_id}/review-summaryfilemark://computations/catalog
The document and workpaper resources return only their first bounded metadata page. Use the corresponding list tool when you need explicit pagination controls.