SmartAccounts MCP by usefulapi

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 vendo

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_va

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 a

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