> ## Documentation Index > Fetch the complete documentation index at: https://docs.melso.ai/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Melso product MCP: https://melso.ai/api/mcp (OAuth; one company per grant). REST: https://melso.ai. Documentation-search MCP: https://docs.melso.ai/mcp. The docs search server does not act on customer accounts. > > Use the live tool schema and respect company membership. Ask the person to authorize the exact fiscal document version in the signed-in app. A professional prepares and files included returns after authorization; AI does not file alone. A prepared file or approval receipt is not evidence of filing. Never claim completion from an accepted Task or Run. Keep credentials out of chat and logs. Agents features are internal or by private invitation. # Documents, invoices, and expenses > Add source documents, review the saved financial records, and understand the difference between a classification and professional review. Add invoices and receipts from Income and expenses. Melso reads the document and organizes the entry as an expense or income. Keep the original document with its record so you can check the source behind the figures. ## Check the saved record Review the date, counterparty, amounts, and category. Correct incomplete details and resolve any document warnings. An expense's saved classification and its professional review are separate: a deductible label alone does not record a professional's decision. Bring invoices and receipts into the conversation or add them in the app. Prepare a draft, check the customer and line items, and approve issuance in the app. ## Optional connections Connect email or Drive only when you want Melso to use those resources. The connection's permissions determine what it can reach. Ask for the work you need, then inspect the result; do not assume a connection has already collected all of your invoices. ## Correcting information Edit the record through the supported app workflow. Changes can invalidate an earlier review. Evidence used in an authorized or filed return has additional protections; ask Melso about a correction when an ordinary edit is refused. Developers can use the [expense tools](/mcp/tools/expenses) and [invoice tools](/mcp/tools/invoices) with the same company permissions. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.