Persona MCP Server - Barndoor Documentation
Persona
SecureBarndoor ManagedFinance & Accounting
Summary: Manage identity verification workflows, accounts, inquiries, cases, and reports in Persona.
How Teams Use It: No how-to available.
Tools78
| Tool Name | Tool Description | Tool Type |
|---|---|---|
| accounts_add_tag | Adds a new tag to an Account. | Create |
| accounts_list_all_relations | Gets relations for an Account by key. | Read |
| accounts_remove_tag | Removes an existing tag from an Account. | Update |
| accounts_set_all_tags | Sets all tags on an Account. | Update |
| add_persona_objects | Adds Persona objects (such as inquiries, accounts, or reports) to a Case. | Create |
| approve_an_inquiry | Approves an Inquiry. | Update |
| archive_a_list | Archive an existing list. | Update |
| archive_a_webhook | Archives a webhook. | Update |
| assign_a_case | Assigns a Case to a Persona user. | Update |
| consolidate_into_an_account | Consolidates several source Accounts' information into one target Account. | Update |
| create_a_case | Creates a new case in your organization. | Create |
| create_a_report | Creates a new Report of any type. | Create |
| create_a_strings_list | Create a new list for your organization. | Create |
| create_a_transaction | Creates a new Transaction for a specific transaction type in your organization. | Create |
| create_a_transaction_label | Create a new label for an existing Transaction. | Create |
| create_a_webhook | Creates a new webhook with response defaults. | Create |
| create_a_workflow_run | Creates a new Workflow Run. | Create |
| create_an_account | Creates a new Account for your organization. | Create |
| create_an_inquiry | Creates a new inquiry with optional pre-filled attributes. | Create |
| create_an_inquiry_session | Creates a new Inquiry Session. | Create |