# TablePort

> Restaurant operations guidance and supported agent integrations.

Discover available tools on your authorised connection. Documentation does not grant access or make unsupported actions available.

## Agents and integrations

- [Discover authorised agent capabilities](/_docs/agents/capabilities.md): Use the connected MCP catalogue, scopes, schemas, and revisions to determine what an agent can do.
- [Tool schemas, results, and compatibility](/_docs/agents/contracts.md): Consume the versioned business MCP schemas and handle types, pagination, result envelopes, and release differences.
- [TablePort for agents](/_docs/agents/index.md): Discover supported tools, resolve authorised restaurant context, and verify actions using the external integration contract.
- [Agent errors and recovery](/_docs/agents/recovery.md): Handle authorisation, validation, oversized results, pending approvals, and uncertain outcomes without repeating unsafe actions.
- [Receive signed stock webhook events](/_docs/agents/webhooks.md): Validate the stock-event envelope and exact-body signature, deduplicate signed event identity, and acknowledge safely without assuming delivery order.
- [Agent operational workflows](/_docs/agents/workflows.md): Resolve restaurant context, read bookings and stock, update supported menu notes, and hand unsupported work to an operator.

## Restaurant operator knowledge

- [Run and interpret an analytics report](/_docs/analytics/analytics.md): Choose the report type, date basis, filters, metrics and grouping; recognise partial historical data and share exports safely.
- [Handle website enquiries](/_docs/customers/enquiries.md): Read guest requests, contact the guest deliberately, and keep the inbox status accurate.
- [Manage and redeem gift cards](/_docs/customers/gift-cards.md): Look up the correct card, verify balance and eligibility, and distinguish redemption, refund, and cancellation.
- [Set up a house account](/_docs/customers/house-accounts.md): Configure corporate account access, contacts, credit settings, and agreed billing terms.
- [Read the customer brief and plan follow-up](/_docs/customers/insights.md): Interpret Insights periods, sample previews, returning-guest patterns and follow-up suggestions without mistaking them for completed contact.
- [Configure a loyalty programme](/_docs/customers/loyalty-program.md): Set earning rules and reward milestones, then verify the saved programme and guest experience.
- [Find and maintain a guest profile](/_docs/customers/members.md): Search members, review activity and consent, maintain tags and details, and resolve duplicate profiles.
- [Configure a promotion and verify eligibility](/_docs/customers/promotions.md): Set discount values, triggers, targeting, limits, and schedules, then verify the saved offer.
- [Review feedback and reply privately](/_docs/customers/reviews.md): Read ratings and guest comments, identify reply eligibility, and handle uncertain email delivery.
- [Cash Drawers](/_docs/daily-reports/cash-drawers.md): Set up cash drawers, record the float and cash paid in or out, count the drawer at close, open the drawer from the app, and deal with a difference.
- [Reading the Daily Report in the Console](/_docs/daily-reports/console-report.md): A section-by-section guide to the console daily report, what every figure means, and how the email digest, PDF and printing work.
- [Daily Reports, Finding What You Need](/_docs/daily-reports/finding-what-you-need.md): Quick answers to common end-of-day questions, each pointing to the exact place in the console, the staff app, or settings.
- [Daily Reports Overview](/_docs/daily-reports/index.md): What a trading day is in TablePort, how to open and close it from the staff app, and why each service day should be closed on the day.
- [The Daily Report in the Staff App](/_docs/daily-reports/staff-app.md): Use the Stats tab on iPad and phone to open and close the day, follow the live report, review checks, open orders from the report, and print the daily.
- [Read the restaurant dashboard](/_docs/dashboard/index.md): Use the current dashboard snapshot and card-specific periods, recognise sample/stale data, and follow source records for operational decisions.
- [Find your way around TablePort](/_docs/getting-started/navigation.md): Understand the Console and Staff app, select the right location, and find the tools for your restaurant role.
- [Create the restaurant business through onboarding](/_docs/getting-started/onboarding.md): Verify the operator account, enter the business and first location, review terms, and distinguish active setup from pending review.
- [Configure shared business and local restaurant settings](/_docs/guides/business-setup.md): Choose the correct identity and location, review inherited versus local controls, and verify saved configuration.
- [Run opening, service, and closing](/_docs/guides/daily-operations.md): Coordinate the restaurant's daily checks, orders, kitchen work, cash, actual time records, and verified close.
- [Menu countdowns and sold-out portions](/_docs/guides/item-countdowns-auto-86.md): Set portions left for service, adjust counts, save a par, and verify synchronisation.
- [Prepare kitchen hardware for service](/_docs/guides/kitchen-hardware-setup.md): Follow the device, print-host, category-routing, and kitchen-display setup sequence and verify the result.
- [Set up a menu for service](/_docs/guides/menu-management.md): Follow the menu setup sequence from catalogue products and choices to a verified location ordering flow.
- [Prepare the first restaurant service](/_docs/guides/onboarding.md): Use the current checklist, configure the intended channels, and verify guest and staff flows before launch.
- [Prepare payment and financial reporting workflows](/_docs/guides/payments-billing.md): Follow provider, accepted-method, local charge, tax and billing checks without confusing guest funds with subscriptions.
- [Prepare and hand over guest benefits](/_docs/guides/promotions-loyalty.md): Choose the correct benefit workflow and verify eligibility, communication, and staff fulfilment.
- [Purchase orders](/_docs/guides/purchase-orders.md): Set up supplier products, create a purchase order, and receive a delivery into stock.
- [Guide: Reservation Management](/_docs/guides/reservation-management.md): Follow an end-to-end workflow to configure, publish, and operate reservations, private hire, waitlists, and reporting.
- [Set up the team and hand over a shift](/_docs/guides/staff-management.md): Follow the staff setup and daily routine from access and scheduling to clock records and closing checks.
- [Prepare the floor for service](/_docs/guides/table-floorplan-setup.md): Configure real table records, combinations and layouts, then verify staff selection and guest ordering links.
- [Link wine sizes to stock](/_docs/guides/wine-stock-links.md): Set and verify the stock quantity used by each glass or bottle size, including copied choices and recipes.
- [Restaurant operating guides](/_docs/index.md): Set up your restaurant, run service, and solve common problems in the TablePort Console and Staff app.
- [Understand assistant changes and approvals](/_docs/integrations/ai-assistants/approvals.md): Check the exact requested change and distinguish queued approval from a verified completed action.
- [Connect an AI assistant](/_docs/integrations/ai-assistants/connect.md): Authorise a TablePort MCP connection and check the account, location, and available tools.
- [Use an AI assistant with TablePort](/_docs/integrations/ai-assistants/index.md): Understand what an external assistant can access and how restaurant operators stay in control.
- [Read email delivery and outcomes](/_docs/marketing/analytics.md): Separate dispatch, delivery, indicative opens, clicks, linked bookings, and attributed revenue.
- [Review and activate guest automations](/_docs/marketing/automations.md): Build trigger-based email journeys, inspect timing and audience overlap, and activate separately from drafting.
- [Prepare, send, and track a campaign](/_docs/marketing/campaigns.md): Save email content, review the resolved audience, test deliberately, schedule or send, and handle partial delivery.
- [Check guest marketing consent](/_docs/marketing/consent.md): Read guest-controlled preferences, preserve opt-outs, and resolve imported-contact holds through evidence.
- [Offer and honour a guest promise](/_docs/marketing/guest-promises.md): Create a future-booking benefit, review the message, and record staff fulfilment separately from POS settlement.
- [Import guests and review consent](/_docs/marketing/import.md): Map guest exports, preview matching, commit reviewed rows, and handle contacts held for consent.
- [Build and verify a guest audience](/_docs/marketing/segments.md): Choose matching conditions, inspect available data, save the segment, and separate matching from send eligibility.
- [Check marketing sender and measurement settings](/_docs/marketing/settings.md): Verify inherited sender identity, monitored reply-to, and measurement settings before guest contact.
- [Maintain the guest tag library](/_docs/marketing/tags.md): Create consistent tags, apply them to guest profiles, and review shared edits and deletion consequences.
- [Organise categories and subcategories](/_docs/menu/item-categories.md): Arrange the category hierarchy, visibility, and item assignments without losing kitchen routing.
- [Create and update a menu item](/_docs/menu/items.md): Set prices, order types, choices, product information, and stock links, then verify the saved item.
- [Build the menu for a location](/_docs/menu/menu-configuration.md): Arrange location menus, sections, item placement, schedules, POS layout, and sold-out availability.
- [Find modifiers in option groups](/_docs/menu/modifiers.md): Use the current option-group workflow for sizes, extras, removals, and cooking choices.
- [Offer sizes, extras, and meal choices](/_docs/menu/option-groups.md): Create reusable option groups, set selection rules and prices, and attach them to menu items.
- [Record void, waste, or comp correctly](/_docs/orders/cancellations.md): Select the actual preparation outcome, quantity and reason, and handle paid-order restrictions without hiding a bill.
- [Daily Reports](/_docs/orders/daily-reports.md): Daily reports now have their own section covering the trading day, the console and app reports, cash drawers, and quick answers.
- [Find an order or payment](/_docs/orders/history.md): Use Staff app history filters to investigate an order, receipt, charge, refund, or payment mismatch at the correct location.
- [Work station tickets and expediter handover](/_docs/orders/kitchen-display.md): Use the configured kitchen-display mode, review held courses and ticket states, and confirm actual preparation and service.
- [Set up devices, printers, and prep stations](/_docs/orders/kitchen-setup.md): Connect authorised devices, configure print hosts and station categories, and verify routing before service.
- [Verify the restaurant online store](/_docs/orders/online-store.md): Check catalogue browsing, product details, weighted-item estimates, trolley, and supported collection or delivery checkout.
- [Choose the correct ordering flow](/_docs/orders/order-types.md): Understand dine-in, takeaway, delivery, counter, kiosk, shop, and the difference between menu and order links.
- [Find and review an order](/_docs/orders/orders.md): Locate the correct order, read service and payment state, and verify existing outcomes before changing it.
- [Send, hold, and fire a service round](/_docs/orders/rounds.md): Choose the correct course, distinguish pending Fire from releasing a sent round, and verify kitchen timing.
- [Review TablePort billing and invoices](/_docs/payments/billing.md): Read subscription and usage separately, inspect invoice adjustments and amount due, and verify payment outcomes.
- [Configure payment providers and accepted methods](/_docs/payments/payment-setup.md): Select the intended local provider, check online/in-person readiness, and review methods offered to staff and guests.
- [Refer another restaurant and review credit](/_docs/payments/referrals.md): Find Refer & Earn in billing, share the correct business link, and distinguish signup, qualification and usable TablePort credit.
- [Configure and review tax controls](/_docs/payments/taxes.md): Set price treatment and target strategies, inspect effective charge treatment, and verify with the responsible tax reviewer.
- [Choose an inventory report](/_docs/reports/inventory.md): Find the report for costs, menu performance, purchasing, stock health, and month-end review.
- [Review menu margin and sales mix](/_docs/reports/menu-performance.md): Read costed recipe profitability, popularity, sales mix, and incomplete data before changing a menu.
- [Review and close an accounting period](/_docs/reports/month-end.md): Check counts, invoice approvals, credits, valuation, and closing status before locking a period.
- [Review purchase spend, price changes, and budgets](/_docs/reports/purchasing.md): Compare received purchasing activity and supplier prices, then review configured spending ceilings.
- [Read food, prime-cost, and margin-leak reports](/_docs/reports/stock-costs.md): Distinguish theoretical cost, actual movements, labour estimates, and incomplete coverage before acting.
- [Investigate waste, idle stock, and sold-out events](/_docs/reports/stock-health.md): Read recorded losses, stock against par, movement thresholds, and automatic availability history.
- [Read live and closing stock valuation](/_docs/reports/valuation-and-locations.md): Distinguish current stock value from a frozen period snapshot and compare location coverage.
- [Managing Bookings](/_docs/reservations/bookings.md): Find, review, confirm, change, seat, cancel, and reconcile reservations in Console and the staff App.
- [Deposits, Cancellations and Changes](/_docs/reservations/deposits-cancellations-and-changes.md): Configure upfront deposits, card-on-file fees, refunds, waivers, and guest cancellation and modification rules.
- [Guest Booking Journey](/_docs/reservations/guest-booking-journey.md): Understand every step a guest sees, from availability search to confirmation, request, enquiry, payment, and post-booking changes.
- [Reservations and Waitlists](/_docs/reservations/index.md): Understand how TablePort manages availability, table allocation, booking requests, private hire, waitlists, and service reporting.
- [Offerings and Guest Choices](/_docs/reservations/offerings.md): Configure food, drinks, experiences, and other reservation choices without changing your core booking model.
- [Reservation Reporting and Daily Routine](/_docs/reservations/reporting-and-daily-routine.md): Run a reliable opening, service, and closing routine and understand reservation and waitlist performance.
- [Reservation Settings](/_docs/reservations/reservation-settings.md): Configure online booking availability, guest choices, service limits, payments, changes, and booking links.
- [Reservation Setup Checklist](/_docs/reservations/setup-checklist.md): Launch online reservations safely with a complete configuration and test-booking checklist.
- [Shifts, Pacing and Turn Times](/_docs/reservations/shifts-pacing-and-turn-times.md): Control when guests arrive, how long tables are held, and how booking demand is paced through service.
- [Rooms, Groups and Private Hire](/_docs/reservations/spaces-and-private-hire.md): Configure bookable rooms, large-group requests, enquiry-only hires, whole-venue events, and inventory footprints.
- [Special Days and Paid Experiences](/_docs/reservations/special-days-and-experiences.md): Close bank holidays, replace service hours for one date, sell required experiences, include menu items, and carry promotions into the table order.
- [Choose tables and review re-seating](/_docs/reservations/table-moves.md): Select free tables, inspect the complete move preview, and handle stale availability or already-seated parties.
- [Tables and Allocation](/_docs/reservations/tables-and-allocation.md): Configure reservable tables and combinations, and understand automatic and manual table allocation.
- [Reservation Tags and Guest Details](/_docs/reservations/tags-and-guest-details.md): Use reservation-specific tags, notes, dietary requirements, and occasion details consistently and safely.
- [Reservation Troubleshooting](/_docs/reservations/troubleshooting.md): Diagnose missing slots, table conflicts, booking-request confusion, payment issues, and waitlist problems.
- [Waitlist and Availability Alerts](/_docs/reservations/waitlist.md): Configure and operate the walk-in queue, table-ready notifications, seating, and sold-out availability alerts.
- [Set the shared restaurant brand](/_docs/settings/business/brand.md): Configure logos, colours, typography and component style, then review guest touchpoints and wallet overrides.
- [Review customer intelligence settings](/_docs/settings/business/customer-intelligence.md): Understand guest-profile and insights switches, verify saved settings, and keep guest consent separate from restaurant access.
- [Download or request restaurant data exports](/_docs/settings/business/exports.md): Choose the correct business and UTC range, download each CSV, and check caps and sensitive content before sharing.
- [Review business identity and billing defaults](/_docs/settings/business/general.md): Check shared business details, account contacts, and the legal entity invoiced for TablePort.
- [Review and connect an authorised integration](/_docs/settings/business/integrations.md): Check provider, business, environment, capability and local assignment without confusing saved setup with readiness.
- [Choose the correct legal entity](/_docs/settings/business/legal-entities.md): Maintain receipt and invoice identity, assign it to the right location, and distinguish it from TablePort billing.
- [Configure and review guest menu translations](/_docs/settings/business/translations.md): Set menu languages, inspect first-location coverage, review saved assisted translations, and recover partial results.
- [Connect stock events to an external system](/_docs/settings/business/webhooks.md): Create a signed webhook for an authorised destination, store its secret, and distinguish subscription status from successful downstream processing.
- [Set the restaurant address and delivery area](/_docs/settings/location/area-delivery.md): Verify the public address, draw the intended service area, review delivery terms and hours, and distinguish delivery-app integration.
- [Set local storefront, QR-card, and receipt content](/_docs/settings/location/brand.md): Review inherited business identity and configure local copy, QR-card overrides, and receipt actions.
- [Connect and manage restaurant devices](/_docs/settings/location/devices.md): Add a staff device, verify login and defaults, review active sessions, and preserve pending work before changing access.
- [Configure local service and reporting settings](/_docs/settings/location/general.md): Review location identity, order channels, hours, service settings, feedback, report recipients, and explicit estimates.
- [Set up a self-order kiosk](/_docs/settings/location/kiosk.md): Configure location presentation and device launch settings, verify the guest flow, and prepare staff to recover payments and exit safely.
- [Select and maintain restaurant locations](/_docs/settings/location/locations.md): Find the correct branch, review its status, open settings or website, and avoid cross-location changes.
- [Curate menu recommendations for each channel](/_docs/settings/location/recommendations.md): Set default and order-type upsells, review staff-only visibility and assisted suggestions, then verify the saved result on each intended surface.
- [Add and manage an employee](/_docs/staff/employees.md): Create staff access, assign a role and locations, review imports, and verify saved employee settings.
- [Review time off, swaps, and open shift claims](/_docs/staff/requests.md): Check the employee and affected shifts, record a request decision, and verify rota assignments and publication separately.
- [Set staff roles and permissions](/_docs/staff/roles-permissions.md): Choose appropriate permissions, distinguish master roles, and verify employee and location access.
- [Review an Autopilot rota draft](/_docs/staff/rota-autopilot.md): Give scheduling instructions, review proposed changes and gaps, apply deliberately, and publish separately.
- [Set up location rota settings](/_docs/staff/rota-settings.md): Configure shift templates, staffing guides, labour targets, checks, and deliberate automation.
- [Plan, publish, and change a rota](/_docs/staff/rotas.md): Build a location week, review shifts and cost, publish deliberately, and handle staff requests.
- [Clock shifts and review time records](/_docs/staff/time-tracking.md): Verify clock-in and clock-out, search actual records, correct genuine errors, and preserve pending device actions.
- [Review automatic purchasing suggestions](/_docs/stock/auto-order.md): Check reorder recommendations, pack quantities, supplier prices and delivery windows before creating draft purchase orders.
- [Group stock costs into categories](/_docs/stock/categories.md): Choose cost types and item assignments, and distinguish stock categories from menu categories.
- [Order and receive from a central kitchen](/_docs/stock/commissary.md): Track commissary production and receive the linked stock transfer at the requesting location.
- [Read recipes in the kitchen cookbook](/_docs/stock/cookbook.md): Find active recipes, interpret category and allergen filters, and verify ingredient information before preparing a dish.
- [Count stock and approve variances](/_docs/stock/counts.md): Record a physical count, resolve missing entries and recount flags, then approve the adjustment.
- [Run your stock routine](/_docs/stock/index.md): Choose the right stock task for opening, service, deliveries, and handover.
- [Capture, review, and approve supplier invoices](/_docs/stock/invoices.md): Verify extracted lines and stock consequences before approving an invoice or processing a credit note.
- [Set up stock items, units, and packs](/_docs/stock/items-and-packs.md): Define counted stock, verify packaging conversions and thresholds, and link supplier products deliberately.
- [Check stock levels before ordering](/_docs/stock/levels.md): Read opening coverage, ordering thresholds, stock quantities, and recent warnings.
- [Investigate stock movement history](/_docs/stock/movements.md): Filter the location ledger, interpret signed quantities and cost values, inspect source records, and export the loaded page deliberately.
- [Build purchase orders across suppliers](/_docs/stock/order-builder.md): Set required quantities, compare pack costs and supplier options, and verify created drafts and any partial result.
- [Order from a saved guide](/_docs/stock/order-guides.md): Build reusable supplier order templates and review the resulting purchase order.
- [Start and finish a prep batch](/_docs/stock/prep.md): Review planned production, record actual output, and print batch labels without repeating stock changes.
- [Review proposed stock and supplier changes](/_docs/stock/proposals.md): Check document suggestions and dependencies, apply intended changes, and recover partial results without receiving stock twice.
- [Receive a purchase-order delivery](/_docs/stock/receiving.md): Record actual accepted goods, prices, rejections, and substitutes, then verify stock and outstanding quantities.
- [Build and link a stock recipe](/_docs/stock/recipes.md): Set yield, ingredient quantities, waste allowance, stock-use mode, and the finished-item link.
- [Set up stock with bulk catalogue tools](/_docs/stock/setup.md): Review setup readiness, import or edit stock and supplier pricing, and check each saved row before starting counts or orders.
- [Arrange storage areas for counts](/_docs/stock/storage-areas.md): Create physical counting areas, order them by the walk route, and preserve item assignments.
- [Recover supplier credits](/_docs/stock/supplier-credits.md): Follow rejected or returned goods from a draft claim through supplier confirmation and allocation.
- [Configure suppliers and their products](/_docs/stock/suppliers.md): Maintain contacts, pack prices, approval status, and ordering terms before buying stock.
- [Receive a transfer between locations](/_docs/stock/transfers.md): Check dispatch and approval, verify what arrived, and record the destination receipt.
- [Record a delivery without an order](/_docs/stock/unplanned-deliveries.md): Add goods that actually arrived, verify pack costs and optional supplier-price updates, and avoid duplicate receipts.
- [Record waste, staff meals, comps, and returns](/_docs/stock/waste.md): Choose the correct physical-stock outcome, enter quantities in the right unit, and distinguish supplier returns from consumption.
- [Build and verify a floor plan](/_docs/tables-layout/floor-plans.md): Link existing tables to visual layers, arrange the layout and seating appearance, and save the plan for service.
- [Configure table combinations](/_docs/tables-layout/table-combinations.md): Select the real tables that can join, review combined capacity, and verify automatic and staff selection.
- [Configure tables and service terminals](/_docs/tables-layout/terminals.md): Set capacity, order types, automatic booking use, areas, and ordering links, then verify saved service setup.
- [Check connection and sync problems](/_docs/troubleshooting/connection-and-sync.md): Investigate missing changes and queued work without losing unsynchronised restaurant data.
- [Recover a missing daily-report email](/_docs/troubleshooting/daily-report-delivery.md): Check report closure separately from recipient delivery, and distinguish queued, failed, uncertain, and sent states.
- [Fix a problem during service](/_docs/troubleshooting/index.md): Find practical checks for printers, opening and closing, payments, menu availability, clock records, and synchronisation.
- [Recover a self-order kiosk problem](/_docs/troubleshooting/kiosk.md): Check missing menus, blocked launch, uncertain payments, receipts, and kiosk exit without losing the original order or charging twice.
- [Fix a missing item or incorrect menu choice](/_docs/troubleshooting/menu-availability.md): Check the location, saved menu, ordering channel, schedule, choices, price, and sync state before changing availability.
- [Resolve a missing discount or disputed benefit](/_docs/troubleshooting/offers.md): Check saved offer eligibility and recorded fulfilment before changing live rules or repeating financial actions.
- [Fix trading-day opening and closing problems](/_docs/troubleshooting/opening-and-closing.md): Open and close the correct trading day, check uncertain outcomes, and investigate cash or report differences.
- [Check a failed or uncertain payment](/_docs/troubleshooting/payments.md): Distinguish a decline from an unknown outcome and verify the order before taking another payment.
- [Fix printer problems](/_docs/troubleshooting/printers.md): Check printer connections, host devices, failed or partial tickets, routing, and daily-report printing.
- [Recover a missing or rejected clock action](/_docs/troubleshooting/time-records.md): Preserve original till clock times, compare central records, and avoid duplicate manual entries.
- [Read restaurant website activity](/_docs/website/analytics.md): Review available aggregate visits and guest actions, recognise sampled estimates, and handle unavailable analytics.
- [Connect a restaurant domain](/_docs/website/domains.md): Add an owned domain, use the displayed DNS records, verify provisioning, and check the live restaurant site.
- [Edit and publish the restaurant website](/_docs/website/edit-and-publish.md): Build pages and sections, preview restaurant content, save the draft, and publish the intended version.
- [Preview search metadata](/_docs/website/search-preview.md): Understand the current draft-only search-optimisation panel and verify actual published page titles.