smartaccounts_create_client

Add a new client (purchasesales/clients:add). Search first with smartaccounts_list_clients so a client is not created twice. Returns clientId and the generated referenceNumber. This creates a real accounting record in the company's books. This server cannot edit or delete it; correct it in SmartAccounts. It never retries: if a reply is unclear, look in SmartAccounts before calling again. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

destructive

Argument	Type	Description
city	string
name*	string	Client name.
email	string	Contact email.
phone	string	Contact phone.
county	string
vat_pc*	string	The client's default VAT code (the vatPc of smartaccounts_list_vat_rates), for example 20.
comment	string	Internal comment.
country	string	2-letter ISO country code, for example EE.
address1	string
address2	string
reg_code	string	Company registry code.
vat_number	string	VAT registration number.
postal_code	string
bank_account	string	Bank account number (IBAN).
invoice_due_days	integer	Default invoice due date in days.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "name",
    "vat_pc"
  ],
  "properties": {
    "city": {
      "type": "string",
      "maxLength": 100
    },
    "name": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Client name."
    },
    "email": {
      "type": "string",
      "format": "email",
      "pattern": "^(?:[A-Za-z0-9_'+\\-]+\\.)*[A-Za-z0-9_'+\\-]*[A-Za-z0-9_+-]@(?:[A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
      "maxLength": 200,
      "description": "Contact email."
    },
    "phone": {
      "type": "string",
      "maxLength": 50,
      "description": "Contact phone."
    },
    "county": {
      "type": "string",
      "maxLength": 100
    },
    "vat_pc": {
      "type": "string",
      "maxLength": 20,
      "minLength": 1,
      "description": "The client's default VAT code (the vatPc of smartaccounts_list_vat_rates), for example 20."
    },
    "comment": {
      "type": "string",
      "maxLength": 1000,
      "description": "Internal comment."
    },
    "country": {
      "type": "string",
      "pattern": "^[A-Z]{2}$",
      "description": "2-letter ISO country code, for example EE."
    },
    "address1": {
      "type": "string",
      "maxLength": 200
    },
    "address2": {
      "type": "string",
      "maxLength": 200
    },
    "reg_code": {
      "type": "string",
      "maxLength": 50,
      "description": "Company registry code."
    },
    "vat_number": {
      "type": "string",
      "maxLength": 50,
      "description": "VAT registration number."
    },
    "postal_code": {
      "type": "string",
      "maxLength": 20
    },
    "bank_account": {
      "type": "string",
      "maxLength": 60,
      "description": "Bank account number (IBAN)."
    },
    "invoice_due_days": {
      "type": "integer",
      "maximum": 3650,
      "minimum": 0,
      "description": "Default invoice due date in days."
    }
  }
}

smartaccounts_create_ledger_entry

Post a manual general ledger entry (journal entry, general/entries:add) in EUR. Debits must equal credits. Account codes come from smartaccounts_list_accounts. Fails if the period is locked. Returns id, number and amount. This creates a real accounting record in the company's books. This server cannot edit or delete it; correct it in SmartAccounts. It never retries: if a reply is unclear, look in SmartAccounts before calling again. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

destructive

Argument	Type	Description
date*	string	Entry date, yyyy-mm-dd.
rows*	array	Entry rows; total debit must equal total credit.
comment	string	Internal comment.
document	string	Document number text.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "date",
    "rows"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Entry date, yyyy-mm-dd."
    },
    "rows": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "account",
          "description"
        ],
        "properties": {
          "account": {
            "type": "string",
            "maxLength": 50,
            "minLength": 1,
            "description": "Account code (from smartaccounts_list_accounts)."
          },
          "object_id": {
            "type": "string",
            "maxLength": 128,
            "description": "Object id for the row (optional)."
          },
          "description": {
            "type": "string",
            "maxLength": 500,
            "minLength": 1,
            "description": "Row description."
          },
          "debit_amount": {
            "type": "number",
            "maximum": 1000000000000,
            "minimum": 0,
            "description": "Debit amount in EUR (default 0)."
          },
          "credit_amount": {
            "type": "number",
            "maximum": 1000000000000,
            "minimum": 0,
            "description": "Credit amount in EUR (default 0)."
          }
        }
      },
      "maxItems": 200,
      "minItems": 2,
      "description": "Entry rows; total debit must equal total credit."
    },
    "comment": {
      "type": "string",
      "maxLength": 1000,
      "description": "Internal comment."
    },
    "document": {
      "type": "string",
      "maxLength": 100,
      "description": "Document number text."
    }
  }
}

smartaccounts_create_payment

Record a bank or cash payment against one or more invoices (purchasesales/payments:add): a client paying a sales invoice, or a payment to a vendor for a purchase invoice. Use smartaccounts_list_bank_accounts or _list_cash_accounts for account_name, and the invoice ids from the invoice lists. The currency must match the account's currency. Returns paymentId, number and amount. This creates a real accounting record in the company's books. This server cannot edit or delete it; correct it in SmartAccounts. It never retries: if a reply is unclear, look in SmartAccounts before calling again. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

destructive

Argument	Type	Description
date*	string	Payment date, yyyy-mm-dd.
rows*	array	The invoices this payment settles.
comment	string	Internal comment.
currency*	string	Currency code, for example EUR; must match the account's currency.
document	string	Document number text.
partner_id*	string	The client id (partner_type CLIENT) or vendor id (VENDOR).

smartaccounts_create_sales_invoice

Post a new sales (client) invoice (purchasesales/clientinvoices:add). The invoice number is generated by SmartAccounts, totals and VAT are calculated from the rows, and the invoice is booked to the ledger at once (it is not a draft). The client must exist (smartaccounts_list_clients); each row's code must be an article code (smartaccounts_list_articles) and vat_pc a VAT code (smartaccounts_list_vat_rates). Fails if the period is locked. Returns invoiceId, number and the totals. This creates a real accounting record in the company's books. This server cannot edit or delete it; correct it in SmartAccounts. It never retries: if a reply is unclear, look in SmartAccounts before calling again. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

destructive

Argument	Type	Description
date*	string	Invoice date, yyyy-mm-dd.
rows*	array	Invoice rows.
comment	string	Internal comment.
currency	string	Currency code (default EUR).
due_date	string	Due date, yyyy-mm-dd (default from the client's settings).
client_id*	string	The client id (from smartaccounts_list_clients).

smartaccounts_get_client_balance

The outstanding balance of one client (purchasesales/clients:getbalance), optionally on a past date and with the open documents. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

Argument	Type	Description
id*	string	The client id (from smartaccounts_list_clients).
balance_date	string	Balance on this date, yyyy-mm-dd (default today).
fetch_details	boolean	Include the documents that make up the balance.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "maxLength": 128,
      "minLength": 1,
      "description": "The client id (from smartaccounts_list_clients)."
    },
    "balance_date": {
      "type": "string",
      "description": "Balance on this date, yyyy-mm-dd (default today)."
    },
    "fetch_details": {
      "type": "boolean",
      "description": "Include the documents that make up the balance."
    }
  }
}

smartaccounts_get_vendor_balance

The outstanding balance owed to one vendor (purchasesales/vendors:getbalance), optionally on a past date and with the open documents. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

Argument	Type	Description
id*	string	The vendor id (from smartaccounts_list_vendors).
balance_date	string	Balance on this date, yyyy-mm-dd (default today).
fetch_details	boolean	Include the documents that make up the balance.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "maxLength": 128,
      "minLength": 1,
      "description": "The vendor id (from smartaccounts_list_vendors)."
    },
    "balance_date": {
      "type": "string",
      "description": "Balance on this date, yyyy-mm-dd (default today)."
    },
    "fetch_details": {
      "type": "boolean",
      "description": "Include the documents that make up the balance."
    }
  }
}

smartaccounts_list_accounts

The chart of accounts: code, type (ASSET, LIABILITY, INCOME, EXPENSE), Estonian and English description. Use the codes in ledger entries. (settings/accounts:get). Not paged. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

smartaccounts_list_articles

Products, services and warehouse items (purchasesales/articles:get): code, description, type, unit, VAT code, sales and purchase prices, accounts. Search by code or name, or by modification time. Paged (100 per page). The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

Argument	Type	Description
code	string	A specific article code.
page	integer	Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).
modified_to	string	Only articles modified before, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
modified_from	string	Only articles modified after, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
search_string	string	Filter by article code or name.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "code": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "A specific article code."
    },
    "page": {
      "type": "integer",
      "maximum": 9999,
      "minimum": 1,
      "description": "Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page)."
    },
    "modified_to": {
      "type": "string",
      "description": "Only articles modified before, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time)."
    },
    "modified_from": {
      "type": "string",
      "description": "Only articles modified after, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time)."
    },
    "search_string": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Filter by article code or name."
    }
  }
}

smartaccounts_list_bank_accounts

The company's bank accounts: name (used as accountName in payments), ledger account, currency, IBAN, SWIFT. (settings/bankaccounts:get). Not paged. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

smartaccounts_list_cash_accounts

The company's cash registers: name (used as accountName in payments), ledger account, currency. (settings/cashaccounts:get). Not paged. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

smartaccounts_list_clients

Customers of the company (purchasesales/clients:get): id, name, regCode, vatNumber, bank account, due days, discount, VAT code. Filter by name or registry code, by id, or by modification time. Paged (100 per page). The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

Argument	Type	Description
id	string	A specific client id.
page	integer	Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).
modified_to	string	Only clients modified until, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
modified_from	string	Only clients modified after, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
fetch_contacts	boolean	Include contacts (emails, phones).
fetch_addresses	boolean	Include addresses.
name_or_reg_code	string	Name or registry code to search for.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "id": {
      "type": "string",
      "maxLength": 128,
      "minLength": 1,
      "description": "A specific client id."
    },
    "page": {
      "type": "integer",
      "maximum": 9999,
      "minimum": 1,
      "description": "Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page)."
    },
    "modified_to": {
      "type": "string",
      "description": "Only clients modified until, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time)."
    },
    "modified_from": {
      "type": "string",
      "description": "Only clients modified after, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time)."
    },
    "fetch_contacts": {
      "type": "boolean",
      "description": "Include contacts (emails, phones)."
    },
    "fetch_addresses": {
      "type": "boolean",
      "description": "Include addresses."
    },
    "name_or_reg_code": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Name or registry code to search for."
    }
  }
}

smartaccounts_list_ledger_entries

General ledger entries of every type (general/entries:get): manual entries, invoices, payments, VAT returns, depreciation. Filter by date, type, text or payment status. Paged (100 per page). The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

Argument	Type	Description
id	string	A specific entry id.
page	integer	Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).
date_to	string	Entries dated to, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
doc_type	string	Only entries of this type (LEDGER_ENTRY = manual ledger entry).
date_from	string	Entries dated from, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
date_type	string	Which date the range filters: entry date (default) or added/modified time.
fetch_rows	boolean	Include the entry rows (account, debit, credit).
payment_status	string

smartaccounts_list_payment_methods

Payment methods: name, ledger account, whether cash. (settings/paymentmethods:get). Not paged. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

smartaccounts_list_payments

Bank and cash payments from clients and to vendors (purchasesales/payments:get): date, partner, account, currency, amount, optionally the rows (which invoices were paid). Paged (100 per page). The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

Argument	Type	Description
id	string	A specific payment id.
page	integer	Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).
date_to	string	Payments dated to, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
date_from	string	Payments dated from, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
date_type	string	Which date the range filters: payment date (default) or modification time.
fetch_rows	boolean	Include the payment rows.
partner_id	string	Filter by client or vendor id.
account_name	string	Filter by the bank or cash account name.

smartaccounts_list_purchase_invoices

Purchase (vendor) invoices (purchasesales/vendorinvoices:get): number, vendor, dates, amounts, VAT, outstanding amount, optionally the rows. Filter by date, vendor, number or payment status (unpaid, overdue). Paged (100 per page). The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

Argument	Type	Description
id	string	A specific invoice id.
page	integer	Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).
date_to	string	Invoices dated to, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
date_from	string	Invoices dated from, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
date_type	string	Which date the range filters: invoice date (default), entry date, due date or modification time.
vendor_id	string	Only this vendor's invoices.
fetch_rows	boolean	Include the invoice rows.
vendor_name	string

smartaccounts_list_sales_invoices

Sales (client) invoices (purchasesales/clientinvoices:get): number, client, dates, amounts, VAT, outstanding amount, optionally the rows. Filter by date, client, number or payment status (unpaid, overdue). Paged (100 per page). The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

Argument	Type	Description
id	string	A specific invoice id.
page	integer	Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).
date_to	string	Invoices dated to, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
client_id	string	Only this client's invoices.
date_from	string	Invoices dated from, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
date_type	string	Which date the range filters: invoice date (default), entry date, due date or modification time.
fetch_rows	boolean	Include the invoice rows.
client_name	string

smartaccounts_list_vat_rates

VAT codes: vatPc code, percentage, descriptions, whether active for sales or purchases, accounts. Use vatPc in client and invoice rows. (settings/vatpcs:get). Not paged. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

smartaccounts_list_vendors

Suppliers of the company (purchasesales/vendors:get): id, name, regCode, vatNumber, bank account, VAT code. Filter by name or registry code, by id, or by modification time. Paged (100 per page). The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

read-only

Argument	Type	Description
id	string	A specific vendor id.
page	integer	Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).
modified_to	string	Only vendors modified until, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
modified_from	string	Only vendors modified after, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
fetch_contacts	boolean	Include contacts (emails, phones).
fetch_addresses	boolean	Include addresses.
name_or_reg_code	string	Name or registry code to search for.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "id": {
      "type": "string",
      "maxLength": 128,
      "minLength": 1,
      "description": "A specific vendor id."
    },
    "page": {
      "type": "integer",
      "maximum": 9999,
      "minimum": 1,
      "description": "Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page)."
    },
    "modified_to": {
      "type": "string",
      "description": "Only vendors modified until, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time)."
    },
    "modified_from": {
      "type": "string",
      "description": "Only vendors modified after, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time)."
    },
    "fetch_contacts": {
      "type": "boolean",
      "description": "Include contacts (emails, phones)."
    },
    "fetch_addresses": {
      "type": "boolean",
      "description": "Include addresses."
    },
    "name_or_reg_code": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Name or registry code to search for."
    }
  }
}

SmartAccounts MCP by usefulapi

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smartaccounts_create_client Destructive

SmartAccounts MCP by usefulapi

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smartaccounts_create_client Destructive

Tools (18)