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Reference

A quick reference to the admin console’s tabs, the access scopes you can grant, the order types, and every import type ILC MCP can write. For how any of these work, follow the links into the guides.

Tab What it’s for
Home A read-only dashboard: connections, people connected, tokens, recent activity.
Connect Give an AI client access — OAuth or a minted token — and revoke it. See Connect.
Reporting Manage queries, reports, pages, and TV dashboards. See Reporting.
Accounting Connect an accounting system to compare against Fishbowl (planned).
Docs The notes ILC MCP keeps between sessions. See Docs.
Logs Tool, change, and query activity. See Logs.
Configuration Grants, network and database access, admins, plan. See Configuration.

The scopes you grant an OAuth user or mint into a token. This is the canonical list; Connect explains how to grant them.

Scope Grants
sql:read Read-only SQL over allowlisted tables, and the admin tools for saved queries.
sql:export Export query results to an Excel file, from a link that lasts 5 minutes.
query:run List and run the saved queries granted to the user.
api:read Fishbowl API calls that change nothing.
dataexport:write Create, edit, and delete Data Module queries.
reports:draft Draft and preview report pages, read-only against Fishbowl; never installs a page.
reports:install Publish a CloudPage and manage which version is live (pin, roll back, lapse).
docs:read Read the power-user notes and search Fishbowl’s own help.
docs:write Write those notes, as a new revision; includes read.
imports:write Use Fishbowl’s CSV imports (orders and other types) as the person.
integrations:read Read granted integrations: status, logs, records, files, runs.
integrations:run Run allowed actions on granted integrations, after a confirmed preview.

The read-only tier is sql:read + docs:read. The read-write tier adds the write scopes.

Placed with prepare_order_import. Which types a user may place, and whether an order may be Issued, follows their Fishbowl group rights. See Placing orders.

Order Statuses
Sales order Estimate, Issued
Purchase order Bid Request, Issued
Transfer order Entered, Issued
Manufacture order Issued (Fishbowl builds a bill of materials into it)

Every import ILC MCP can write, by group. A user can only run the types their Fishbowl import rights allow — ask “what am I allowed to import?” or see Importing data. Each runs through the approval step; a single import holds up to 500 rows.

Import What it does
Currencies Adds or updates currencies and their rates.
QuickBooks classes Adds QuickBooks classes.
Tax rates Adds or updates tax rates.
Carriers Adds carriers and their services.
Countries and states Adds countries and states.
Custom fields Defines custom fields on Fishbowl records.
Custom field lists Adds the choices of list custom fields.
Payment terms Adds or updates payment terms.
Units of measure Adds units of measure.
Unit of measure conversions Adds conversions between units.
Associated pricing types Adds associated pricing types.
Product tree categories Adds product tree categories.
Import What it does
Parts Creates parts, or updates the part with the same part number.
Products Creates products, or updates the product with the same product number.
Customers Creates customers and their addresses, or updates by name.
Vendors Creates vendors and their addresses, or updates by name.
Locations Adds locations; an existing location is skipped.
Default locations Sets parts’ default locations.
Vendor parts Adds or updates a vendor’s part numbers and costs.
Vendor cost rules Adds vendor cost rules.
Customer parts Adds customers’ own part numbers.
Customer group relations Puts customers in customer groups.
Discounts Adds discounts.
Pricing rules Adds pricing rules.
Product pricing Sets products’ prices.
Associated pricing Sets products’ associated prices.
Product tree Puts products in product tree categories.
Part units of measure Adds units a part can be used in.
Part standard costs Sets parts’ standard costs.
Part and product renaming Renames parts and products.
Reorder levels Sets reorder points and order-up-to levels.
Bill of materials (details) Creates or updates a BOM, one row per line item.
Bill of materials (instructions) Adds manufacturing steps to a BOM, one row per step.
Custom field data Sets custom field values on records.
Memos Adds memos to records.
Import What it does
Add inventory Adds quantity on hand at a location, at a cost. Changes inventory and its value.
Inventory moves Moves inventory between locations.
Scrap Scraps inventory. Changes inventory and its value.
Parts with quantity Creates parts and adds their quantity on hand.
Part costs Sets parts’ average cost. Changes inventory value.
Receiving Receives purchase order items.
Picking Picks orders.
Packing Packs orders.
Shipping Ships orders.
Ship carton tracking Adds tracking numbers to shipment cartons.
Payments Records payments against orders.