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Accounts

The account tools work with the chart of accounts of a single company. You can read accounts, create new accounts, or update existing accounts.

Available tools

  • list_accounts
  • create_account
  • update_account

Scope

Accounts are company-specific. You need a companyUuid, which you load beforehand with list_companies.

What list_accounts can do

list_accounts returns the chart of accounts of a company and supports, among other things:
  • filter by accountType
  • filter by reportingSectionUuid
  • complete lists without further filters

Typical use cases

  • load the chart of accounts for a company
  • create new accounts for manual or supplementary flows
  • update account name, type, or assignment
  • look only at P&L or balance-sheet accounts
  • find the account number for list_account_transactions

Important notes

  • For an unfiltered full fetch, companyUuid is usually enough
  • reportingSectionUuid should come from list_reporting_sections
  • Not every account already has a type or a reporting section