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Booking layers

These tools help you find booking layers (layer_uuid), create snapshots, and manage layer groups for reports.

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Available tools

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Layers & snapshots

  • list_layers
  • create_snapshot_layers

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Layer groups

  • list_layer_groups
  • create_layer_group
  • delete_layer_group

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Scope

Booking layers and groups belong to companies (companyUuid). Call list_companies to choose the matching companyUuid.

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List layers (list_layers)

  1. list_companies → choose companyUuid
  2. list_layers with an optional companyUuid filter
  3. Note layer_uuid, layer_type, is_default, is_forecast, and is_locked
Typical source layers for snapshots are layers with is_default: true and layer_type not equal to snapshot (for example import, manual).

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Create a snapshot (create_snapshot_layers)

Creates one new locked snapshot layer per company that has aggregated values. Values from several source layers are merged per company. Parameters:
  • companyUuids — at least one company
  • sourceLayerUuids — at least one source layer (UUIDs from list_layers)
  • periodRange — optional { from: "YYYY-MM", to: "YYYY-MM" }; omit it or pass null for every period that has data
Example — all periods:
Example — period range:
Response: created_count and created_layers with layer_uuid, name, and company_uuid for each snapshot created. Notes:
  • Snapshots are always created locked and cannot be overwritten via MCP.
  • If no values exist for the chosen source layers and period range, the call fails.

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Layer groups

Groups are named sets of layer_uuid members per company. Use them in resolve_report:
  • Standard: selectedLayerGroupUuids
  • Rolling forecast: per slice in periodSlices[].selectedLayerGroupUuids
  • Comparison: per side in compareSides.sideA / sideB as selectedLayerGroupUuids
  1. list_layer_groups — show existing groups
  2. create_layer_group — new group with companyUuid, name, and layerUuids
  3. delete_layer_group — remove the group (members remain as individual layers)
To rename or change the members: delete the group and create it again.
  1. list_companies
  2. list_layers (optionally filtered by companyUuid)
  3. Choose default or desired source layers as sourceLayerUuids
  4. Call create_snapshot_layers
  5. list_layers again — new entries with layer_type: snapshot and is_locked: true
  6. Optional: use the snapshot or a forecast layer in resolve_report (standard, rolling forecast, or comparison — see Reports)

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Typical use cases

  • Freeze month-end before new imports or plan values arrive
  • Keep a business plan or forecast state as a locked reference layer
  • Merge several source layers (import + manual) into one snapshot