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_accountscreate_accountupdate_account
Scope
Accounts are company-specific. You need acompanyUuid, 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,
companyUuidis usually enough reportingSectionUuidshould come fromlist_reporting_sections- Not every account already has a type or a reporting section