Connection status
Status-only path; fetches no accounting data. Same contract as
/mosofin:query-workspace. Full spec: docs/mcp-tool-spec.md.
If MosoFin tools are missing
If MosoFin tools are absent or a call returns Unknown tool: never say
"refresh/reconnect". Give ChatGPT/Codex setup: Settings → Apps & Connectors
→ create MosoFin at https://mcp.mosofin.com/mcp with OAuth → sign in → new
chat with MosoFin on. Claude Code / Grok Build: install mosofin@financehub. Do not invent
status. A disconnected company file is a different problem (reconnect_url).
Steps
- Confirm workspace via
list_workspacesif this chat has not already. get_agent_datasourcesfor the confirmedworkspace_id.- Report each company file by
display_namewith its platform and whether it is connected (connected: trueiff status ACTIVE). Never show rawdata_source_idvalues or integer ids. - For a disconnected source: reconnecting happens in the MosoFin workspace
data-sources page, or via the
reconnect_urla data fetch error returns. Do not attempt data calls against a disconnected source, and never invent numbers for it.
If the user then wants data from a connected company, continue with
/mosofin:list-tools, /mosofin:run-tool, or /mosofin:query-workspace.