SmartAccounts MCP by usefulapi
Read SmartAccounts clients, vendors, invoices, payments, ledger, accounts; create and book records.
我该使用它吗
质量与安全性
发现（10）
- LOWTool 'smartaccounts_get_client_balance' name length outside 3-30 range在 smartaccounts_get_client_balance 中
- LOWTool 'smartaccounts_get_vendor_balance' name length outside 3-30 range在 smartaccounts_get_vendor_balance 中
- LOWTool 'smartaccounts_list_sales_invoices' name length outside 3-30 range在 smartaccounts_list_sales_invoices 中
- LOWTool 'smartaccounts_list_purchase_invoices' name length outside 3-30 range在 smartaccounts_list_purchase_invoices 中
- LOWTool 'smartaccounts_list_ledger_entries' name length outside 3-30 range在 smartaccounts_list_ledger_entries 中
- LOWTool 'smartaccounts_list_bank_accounts' name length outside 3-30 range在 smartaccounts_list_bank_accounts 中
- LOWTool 'smartaccounts_list_cash_accounts' name length outside 3-30 range在 smartaccounts_list_cash_accounts 中
- LOWTool 'smartaccounts_list_payment_methods' name length outside 3-30 range在 smartaccounts_list_payment_methods 中
- LOWTool 'smartaccounts_create_sales_invoice' name length outside 3-30 range在 smartaccounts_create_sales_invoice 中
- LOWTool 'smartaccounts_create_ledger_entry' name length outside 3-30 range在 smartaccounts_create_ledger_entry 中
基于对工具定义和协议合规性的自动分析。
上下文开销
这是每次将服务器的工具加载到模型上下文窗口时所消耗的大致 token 数。数值越高，可用于其他任务的注意力就越少。
安装
一键安装
将以下内容添加到你的 `claude_desktop_config.json` 文件中：
{
"mcpServers": {
"smartaccounts": {
"url": "https://smartaccounts.usefulapi.io/mcp"
}
}
}远程端点
https://smartaccounts.usefulapi.io/mcpstreamable-http它能做什么
工具清单
工具（18）
🟢smartaccounts_list_clients(name_or_reg_code, id, modified_from, modified_to, page, ...)
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.
输入模式
{
"type": "object",
"properties": {
"name_or_reg_code": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "Name or registry code to search for."
},
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "A specific client id."
},
"modified_from": {
"description": "Only clients modified after, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"modified_to": {
"description": "Only clients modified until, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"page": {
"description": "Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).",
"type": "integer",
"minimum": 1,
"maximum": 9999
},
"fetch_addresses": {
"description": "Include addresses.",
"type": "boolean"
},
"fetch_contacts": {
"description": "Include contacts (emails, phones).",
"type": "boolean"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢smartaccounts_get_client_balance(id, balance_date, fetch_details)
The outstanding balance of one client (purchasesales/clients:getbalance), optionally on a past date and with the open documents. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.
输入模式
{
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "The client id (from smartaccounts_list_clients)."
},
"balance_date": {
"description": "Balance on this date, yyyy-mm-dd (default today).",
"type": "string"
},
"fetch_details": {
"description": "Include the documents that make up the balance.",
"type": "boolean"
}
},
"required": [
"id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢smartaccounts_list_vendors(name_or_reg_code, id, modified_from, modified_to, page, ...)
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.
输入模式
{
"type": "object",
"properties": {
"name_or_reg_code": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "Name or registry code to search for."
},
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "A specific vendor id."
},
"modified_from": {
"description": "Only vendors modified after, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"modified_to": {
"description": "Only vendors modified until, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"page": {
"description": "Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).",
"type": "integer",
"minimum": 1,
"maximum": 9999
},
"fetch_addresses": {
"description": "Include addresses.",
"type": "boolean"
},
"fetch_contacts": {
"description": "Include contacts (emails, phones).",
"type": "boolean"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢smartaccounts_get_vendor_balance(id, balance_date, fetch_details)
The outstanding balance owed to one vendor (purchasesales/vendors:getbalance), optionally on a past date and with the open documents. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.
输入模式
{
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "The vendor id (from smartaccounts_list_vendors)."
},
"balance_date": {
"description": "Balance on this date, yyyy-mm-dd (default today).",
"type": "string"
},
"fetch_details": {
"description": "Include the documents that make up the balance.",
"type": "boolean"
}
},
"required": [
"id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢smartaccounts_list_articles(search_string, code, modified_from, modified_to, page)
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.
输入模式
{
"type": "object",
"properties": {
"search_string": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "Filter by article code or name."
},
"code": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "A specific article code."
},
"modified_from": {
"description": "Only articles modified after, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"modified_to": {
"description": "Only articles modified before, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"page": {
"description": "Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).",
"type": "integer",
"minimum": 1,
"maximum": 9999
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢smartaccounts_list_sales_invoices(date_from, date_to, date_type, client_id, client_name, ...)
Sales (client) invoices (purchasesales/clientinvoices:get): number, client, dates, amounts, VAT, outstanding amount, optionally the rows. Filter by date, client, number or payment status (unpaid, overdue). Paged (100 per page). The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.
输入模式
{
"type": "object",
"properties": {
"date_from": {
"description": "Invoices dated from, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"date_to": {
"description": "Invoices dated to, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"date_type": {
"description": "Which date the range filters: invoice date (default), entry date, due date or modification time.",
"type": "string",
"enum": [
"date",
"entrydate",
"duedate",
"modifydate"
]
},
"client_id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "Only this client's invoices."
},
"client_name": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "Filter by client name."
},
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "A specific invoice id."
},
"invoice_number": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "Filter by invoice number."
},
"payment_status": {
"description": "unpaid = not fully paid; overdue = unpaid and past due. Omit for all.",
"type": "string",
"enum": [
"unpaid",
"overdue"
]
},
"page": {
"description": "Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).",
"type": "integer",
"minimum": 1,
"maximum": 9999
},
"fetch_rows": {
"description": "Include the invoice rows.",
"type": "boolean"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢smartaccounts_list_purchase_invoices(date_from, date_to, date_type, vendor_id, vendor_name, ...)
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.
输入模式
{
"type": "object",
"properties": {
"date_from": {
"description": "Invoices dated from, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"date_to": {
"description": "Invoices dated to, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"date_type": {
"description": "Which date the range filters: invoice date (default), entry date, due date or modification time.",
"type": "string",
"enum": [
"date",
"entrydate",
"duedate",
"modifydate"
]
},
"vendor_id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "Only this vendor's invoices."
},
"vendor_name": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "Filter by vendor name."
},
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "A specific invoice id."
},
"invoice_number": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "Filter by invoice number."
},
"payment_status": {
"description": "unpaid = not fully paid; overdue = unpaid and past due. Omit for all.",
"type": "string",
"enum": [
"unpaid",
"overdue"
]
},
"page": {
"description": "Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).",
"type": "integer",
"minimum": 1,
"maximum": 9999
},
"fetch_rows": {
"description": "Include the invoice rows.",
"type": "boolean"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢smartaccounts_list_payments(date_from, date_to, date_type, partner_type, account_type, ...)
Bank and cash payments from clients and to vendors (purchasesales/payments:get): date, partner, account, currency, amount, optionally the rows (which invoices were paid). Paged (100 per page). The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.
输入模式
{
"type": "object",
"properties": {
"date_from": {
"description": "Payments dated from, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"date_to": {
"description": "Payments dated to, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"date_type": {
"description": "Which date the range filters: payment date (default) or modification time.",
"type": "string",
"enum": [
"date",
"modifydate"
]
},
"partner_type": {
"description": "Only client payments or only vendor payments.",
"type": "string",
"enum": [
"CLIENT",
"VENDOR"
]
},
"account_type": {
"description": "Only bank or only cash payments.",
"type": "string",
"enum": [
"BANK",
"CASH"
]
},
"account_name": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "Filter by the bank or cash account name."
},
"partner_id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "Filter by client or vendor id."
},
"partner_name": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "Filter by client or vendor name."
},
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "A specific payment id."
},
"page": {
"description": "Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).",
"type": "integer",
"minimum": 1,
"maximum": 9999
},
"fetch_rows": {
"description": "Include the payment rows.",
"type": "boolean"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢smartaccounts_list_ledger_entries(date_from, date_to, date_type, doc_type, filter_description, ...)
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.
输入模式
{
"type": "object",
"properties": {
"date_from": {
"description": "Entries dated from, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"date_to": {
"description": "Entries dated to, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).",
"type": "string"
},
"date_type": {
"description": "Which date the range filters: entry date (default) or added/modified time.",
"type": "string",
"enum": [
"date",
"modifydate"
]
},
"doc_type": {
"description": "Only entries of this type (LEDGER_ENTRY = manual ledger entry).",
"type": "string",
"enum": [
"LEDGER_ENTRY",
"CLIENT_INVOICE",
"VENDOR_INVOICE",
"BANK_PAYMENT",
"CASH_PAYMENT",
"VAT_RETURN",
"WAREHOUSE_MOVEMENT",
"PERIOD_DEPRECIATION",
"PERIOD_SALARY"
]
},
"filter_description": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "Filter by document number or row description."
},
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "A specific entry id."
},
"payment_status": {
"description": "unpaid or overdue invoices only. Omit for all.",
"type": "string",
"enum": [
"unpaid",
"overdue"
]
},
"page": {
"description": "Page number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).",
"type": "integer",
"minimum": 1,
"maximum": 9999
},
"fetch_rows": {
"description": "Include the entry rows (account, debit, credit).",
"type": "boolean"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢smartaccounts_list_accounts
The chart of accounts: code, type (ASSET, LIABILITY, INCOME, EXPENSE), Estonian and English description. Use the codes in ledger entries. (settings/accounts:get). Not paged. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.
输入模式
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢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.
输入模式
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢smartaccounts_list_bank_accounts
The company's bank accounts: name (used as accountName in payments), ledger account, currency, IBAN, SWIFT. (settings/bankaccounts:get). Not paged. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.
输入模式
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢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.
输入模式
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢smartaccounts_list_payment_methods
Payment methods: name, ledger account, whether cash. (settings/paymentmethods:get). Not paged. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.
输入模式
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴smartaccounts_create_client(name, vat_pc, reg_code, vat_number, bank_account, ...)
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.
输入模式
{
"type": "object",
"properties": {
"name": {
"type": "string",
"minLength": 1,
"maxLength": 255,
"description": "Client name."
},
"vat_pc": {
"type": "string",
"minLength": 1,
"maxLength": 20,
"description": "The client's default VAT code (the vatPc of smartaccounts_list_vat_rates), for example 20."
},
"reg_code": {
"description": "Company registry code.",
"type": "string",
"maxLength": 50
},
"vat_number": {
"description": "VAT registration number.",
"type": "string",
"maxLength": 50
},
"bank_account": {
"description": "Bank account number (IBAN).",
"type": "string",
"maxLength": 60
},
"invoice_due_days": {
"description": "Default invoice due date in days.",
"type": "integer",
"minimum": 0,
"maximum": 3650
},
"country": {
"description": "2-letter ISO country code, for example EE.",
"type": "string",
"pattern": "^[A-Z]{2}$"
},
"county": {
"type": "string",
"maxLength": 100
},
"city": {
"type": "string",
"maxLength": 100
},
"address1": {
"type": "string",
"maxLength": 200
},
"address2": {
"type": "string",
"maxLength": 200
},
"postal_code": {
"type": "string",
"maxLength": 20
},
"email": {
"description": "Contact email.",
"type": "string",
"maxLength": 200,
"format": "email",
"pattern": "^(?:[A-Za-z0-9_'+\\-]+\\.)*[A-Za-z0-9_'+\\-]*[A-Za-z0-9_+-]@(?:[A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"
},
"phone": {
"description": "Contact phone.",
"type": "string",
"maxLength": 50
},
"comment": {
"description": "Internal comment.",
"type": "string",
"maxLength": 1000
}
},
"required": [
"name",
"vat_pc"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴smartaccounts_create_sales_invoice(client_id, date, due_date, currency, exchange_rate, ...)
Post a new sales (client) invoice (purchasesales/clientinvoices:add). The invoice number is generated by SmartAccounts, totals and VAT are calculated from the rows, and the invoice is booked to the ledger at once (it is not a draft). The client must exist (smartaccounts_list_clients); each row's code must be an article code (smartaccounts_list_articles) and vat_pc a VAT code (smartaccounts_list_vat_rates). Fails if the period is locked. Returns invoiceId, number and the totals. This creates a real accounting record in the company's books. This server cannot edit or delete it; correct it in SmartAccounts. It never retries: if a reply is unclear, look in SmartAccounts before calling again. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.
输入模式
{
"type": "object",
"properties": {
"client_id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "The client id (from smartaccounts_list_clients)."
},
"date": {
"type": "string",
"description": "Invoice date, yyyy-mm-dd."
},
"due_date": {
"description": "Due date, yyyy-mm-dd (default from the client's settings).",
"type": "string"
},
"currency": {
"description": "Currency code (default EUR).",
"type": "string",
"pattern": "^[A-Z]{3}$"
},
"exchange_rate": {
"description": "Exchange rate; only for a currency without an ECB rate.",
"type": "number",
"exclusiveMinimum": 0,
"maximum": 1000000000
},
"invoice_note": {
"description": "Additional text printed on the invoice PDF.",
"type": "string",
"maxLength": 1000
},
"reference_number": {
"description": "Reference number for payment orders (default generated).",
"type": "string",
"maxLength": 50
},
"comment": {
"description": "Internal comment.",
"type": "string",
"maxLength": 1000
},
"rows": {
"minItems": 1,
"maxItems": 200,
"type": "array",
"items": {
"type": "object",
"properties": {
"code": {
"type": "string",
"minLength": 1,
"maxLength": 100,
"description": "Article code (from smartaccounts_list_articles)."
},
"description": {
"type": "string",
"minLength": 1,
"maxLength": 500,
"description": "Row description."
},
"price": {
"type": "number",
"minimum": -1000000000000,
"maximum": 1000000000000,
"description": "Unit price, without VAT, with a full stop as decimal separator."
},
"quantity": {
"type": "number",
"minimum": -1000000000,
"maximum": 1000000000,
"description": "Quantity."
},
"vat_pc": {
"type": "string",
"minLength": 1,
"maxLength": 20,
"description": "VAT code (the vatPc of smartaccounts_list_vat_rates), for example 20."
},
"unit": {
"description": "Unit, for example pcs or h.",
"type": "string",
"maxLength": 20
},
"discount": {
"description": "Discount percentage (10 = 10%).",
"type": "number",
"minimum": 0,
"maximum": 100
}
},
"required": [
"code",
"description",
"price",
"quantity",
"vat_pc"
]
},
"description": "Invoice rows."
}
},
"required": [
"client_id",
"date",
"rows"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴smartaccounts_create_payment(date, partner_type, partner_id, account_type, account_name, ...)
Record a bank or cash payment against one or more invoices (purchasesales/payments:add): a client paying a sales invoice, or a payment to a vendor for a purchase invoice. Use smartaccounts_list_bank_accounts or _list_cash_accounts for account_name, and the invoice ids from the invoice lists. The currency must match the account's currency. Returns paymentId, number and amount. This creates a real accounting record in the company's books. This server cannot edit or delete it; correct it in SmartAccounts. It never retries: if a reply is unclear, look in SmartAccounts before calling again. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.
输入模式
{
"type": "object",
"properties": {
"date": {
"type": "string",
"description": "Payment date, yyyy-mm-dd."
},
"partner_type": {
"type": "string",
"enum": [
"CLIENT",
"VENDOR"
],
"description": "CLIENT = money received from a client; VENDOR = money paid to a vendor."
},
"partner_id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "The client id (partner_type CLIENT) or vendor id (VENDOR)."
},
"account_type": {
"type": "string",
"enum": [
"BANK",
"CASH"
],
"description": "BANK or CASH."
},
"account_name": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "The name of the bank or cash account."
},
"currency": {
"type": "string",
"pattern": "^[A-Z]{3}$",
"description": "Currency code, for example EUR; must match the account's currency."
},
"exchange_rate": {
"description": "Exchange rate; only for a currency without an ECB rate.",
"type": "number",
"exclusiveMinimum": 0,
"maximum": 1000000000
},
"document": {
"description": "Document number text.",
"type": "string",
"maxLength": 100
},
"comment": {
"description": "Internal comment.",
"type": "string",
"maxLength": 1000
},
"rows": {
"minItems": 1,
"maxItems": 100,
"type": "array",
"items": {
"type": "object",
"properties": {
"type": {
"type": "string",
"enum": [
"CLIENT_INVOICE",
"VENDOR_INVOICE"
],
"description": "The kind of invoice this row pays."
},
"id": {
"type": "string",
"minLength": 1,
"maxLength": 128,
"description": "The invoice id."
},
"amount": {
"type": "number",
"exclusiveMinimum": 0,
"maximum": 1000000000000,
"description": "Amount paid against this invoice, in the payment currency."
},
"description": {
"description": "Row description.",
"type": "string",
"maxLength": 500
}
},
"required": [
"type",
"id",
"amount"
]
},
"description": "The invoices this payment settles."
}
},
"required": [
"date",
"partner_type",
"partner_id",
"account_type",
"account_name",
"currency",
"rows"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴smartaccounts_create_ledger_entry(date, document, comment, rows)
Post a manual general ledger entry (journal entry, general/entries:add) in EUR. Debits must equal credits. Account codes come from smartaccounts_list_accounts. Fails if the period is locked. Returns id, number and amount. This creates a real accounting record in the company's books. This server cannot edit or delete it; correct it in SmartAccounts. It never retries: if a reply is unclear, look in SmartAccounts before calling again. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.
输入模式
{
"type": "object",
"properties": {
"date": {
"type": "string",
"description": "Entry date, yyyy-mm-dd."
},
"document": {
"description": "Document number text.",
"type": "string",
"maxLength": 100
},
"comment": {
"description": "Internal comment.",
"type": "string",
"maxLength": 1000
},
"rows": {
"minItems": 2,
"maxItems": 200,
"type": "array",
"items": {
"type": "object",
"properties": {
"account": {
"type": "string",
"minLength": 1,
"maxLength": 50,
"description": "Account code (from smartaccounts_list_accounts)."
},
"description": {
"type": "string",
"minLength": 1,
"maxLength": 500,
"description": "Row description."
},
"debit_amount": {
"description": "Debit amount in EUR (default 0).",
"type": "number",
"minimum": 0,
"maximum": 1000000000000
},
"credit_amount": {
"description": "Credit amount in EUR (default 0).",
"type": "number",
"minimum": 0,
"maximum": 1000000000000
},
"object_id": {
"description": "Object id for the row (optional).",
"type": "string",
"maxLength": 128
}
},
"required": [
"account",
"description"
]
},
"description": "Entry rows; total debit must equal total credit."
}
},
"required": [
"date",
"rows"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}社区
证据