Financial management

Project budget, agreements, collections, payments and expenses, with each person seeing only what their role opens.

Category: Projects and companies
Status: Available
Requirements: The manager must enable the project's finances section; Permissions in finanzas or finanzas_balance depending on the role
MCP tools: No MCP tools: it is used from the dashboard.

What can you do with it?

Set the project's agreed total and, optionally, its breakdown by item.
Record the agreement with each team member, optionally tied to a stage or task (payment per deliverable).
Record movements: cobro from the client, pago to a team member or project gasto.
Upload receipts and invoices per movement.

When should you use it?

So the client sees the total and their own payments, without seeing what each collaborator earns.
So each collaborator sees only their deal and what they were paid.

How does it work in ArduMaker?

Section	What it opens
`finanzas`	One's own: my deal, my movements, uploading my receipt, downloading my invoice
`finanzas_balance`	The total: cost, breakdown and everyone's data

Filtering happens on the server: whoever lacks the balance gets an empty total, breakdown and balance, and only their own agreements and movements.
The balance is grouped by currency and not converted; the currency is stored per row, as a three-letter code.
Amounts are stored as exact decimals.
Receipts and invoices are downloaded through an authenticated route that rechecks who owns the movement.

What actually changes?

Disabling the section deletes nothing: agreements and movements reappear when it is enabled again.
An agreement with payments is not deleted: it is cancelled.
An agreement is not deleted when the person leaves the project.

Expected result

Whoever has the balance sees, per currency, what was collected, paid and the remainder. The rest see their summary: agreed, collected and pending.

Errors and troubleshooting

Message	Cause
`This project does not use the finances section`	The section is disabled (responds 404).
`Only the project manager can enable the finances section`	Only the manager enables or disables it.
`This agreement already has payments against it: cancel it instead of deleting`	An agreement with payments was being deleted.
`MCP agents can never access a project's finances, not even to read them`	The call came from an MCP agent.

MCP access

There is no MCP access, not even read-only. Even if the agent's owner is the manager, every agent call to the finances is rejected with type agente_prohibido.

Full reference for each tool: /mcp/docs.