Tool catalog #

The server exposes fifteen tools by default, and up to thirty once the optional groups are enabled. Read tools only ever see posted transactions in reports; drafts appear once posted.

You do not need to memorise any of this: every tool carries its own description, a strict argument schema with the valid values baked in, and readOnlyHint / destructiveHint annotations your client can act on. The catalog below is for you, deciding what to switch on and what to watch.

Orientation #

Tool	What it does
`get_ledger_setup`	The entity’s reporting currency, the configured currencies, which reporting periods are open, and the exact vocabularies the other tools accept. The sensible first call in a session

get_ledger_setup reads GET /meta and trims it to what an assistant needs. Its current_reporting_period is worth knowing: when it is null, today falls outside every open period and posting will be refused until one exists.

Looking things up #

Tool	What it does
`find_accounts`	Search the chart of accounts by partial name and/or account type — how the assistant finds the `account_id` values every other tool needs
`get_transaction`	Inspect one transaction: header (including `is_posted`), line items, and its assignments/clearances

Reporting #

Tool	What it does
`get_financial_report`	Income statement, balance sheet, cashflow statement (by date range) or trial balance (by four-digit year), as JSON
`get_account_statement`	One account’s activity over a period; `outstanding_only=true` returns just the uncleared items — the natural input for reconciliation
`get_aging`	Aging schedule of receivables (clients owing you) or payables (suppliers you owe), bucketed by how overdue

Recording — always drafts #

Each recording tool creates a pending draft and accepts dry_run=true for a no-commit preview. Between them they reach all ten transaction types.

Tool	Types	What it does
`record_sale`	CS, IN, CN	Cash sale, client invoice, or credit note
`record_purchase`	CP, BL, DN	Cash purchase, supplier bill, or debit note
`record_client_receipt`	RC	Money received from a client; auto-allocated against their outstanding invoices
`record_supplier_payment`	PY	Money paid to a supplier; auto-allocated against their outstanding bills
`record_contra_entry`	CE	A transfer between two of your own bank accounts. Takes `from_account_id` and `to_account_id` rather than exposing which end the API treats as the “main” account, so the money cannot flow the wrong way by misreading the argument
`record_journal_entry`	JN	Simple or compound double-entry adjustments

Amending and committing #

Tool	What it does
`amend_draft`	Change a pending draft’s header, add or remove line items, or discard it. Refuses a posted transaction outright and names the correction instruments instead. Discarding is a soft delete — recoverable from the recycle bin
`post_transaction`	Commit a draft to the ledger. Irreversible. Reads the transaction back afterwards and reports whether the post actually landed
`reconcile_payment`	Allocate a posted receipt or payment against specific outstanding invoices/bills, or clear oldest-first with `all_outstanding=true`

Optional groups #

Fifteen further tools are available but off by default — period close, the recycle bin, and chart-of-accounts setup. See tool groups for what each adds and when turning it on is the right call.