Book lines by the bank rules
Books every new bank line a rule matches, each by the first rule that matches.
$0.02 per bank line booked
From your agent’s balance. A call that fails costs nothing.
An example
Book this week's statement by our rules and tell me what is left.
Your agent callsbooks_apply_bank_rules$0.02 per bank line booked
The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.
{}Use it when
Right after books_import_bank, so only the lines no rule knows wait for a decision.
- For one line at a time, or by a rule you pick, use
books_match_bank_lines.
What it does
Book every new bank line a rule matches, oldest first, each by the first rule that matches (up to limit), on one bank account or all. Run it after books_import_bank. Lines no rule matches wait for books_match_bank_lines; a line the books can't take (a locked month) is listed under skipped with why. $0.02 per line booked, as matching it by hand.
What comes back
booked: how many lines were booked, left: how many new lines still wait, lines: each booked line with the entry it got, and skipped: lines a rule matched that the books could not take (a locked month), each with why. Every reply also carries cost_usd and balance_usd.
Inputs
| Name | Type | What it is |
|---|---|---|
bank_account | string | Only lines on this bank account (its code). Up to 20 characters. |
limit | integer | 1 to 200. Default: 100. |
The call
Over MCP, call books_apply_bank_rules on https://api.conecto.chat/mcp/books. Over REST:
curl -X POST https://api.conecto.chat/v1/tools/books_apply_bank_rules \
-H "Authorization: Bearer $CONECTO_KEY" \
-H "Content-Type: application/json" \
-d '{}'When it refuses
A refused call costs nothing and says what to do next.
| Code | When | What to do |
|---|---|---|
no_books409 | The business keeps no books yet. | Set them up with books_setup (base currency, start date). |
not_found404 | No account, tax, entry or file of the books has that code, name or id. | Check the codes with books_list_accounts and the taxes with books_get. |
rule_broken409 | A rule books to an account that was archived or is gone. | Change the rule with books_save_bank_rule. |
More Bookkeeping tools
All 33 tools- Set up the books
books_setupStarts the business's double-entry books (currency, start date, chart of accounts) or changes their settings.$0.001 a call - Read the books' settings
books_getThe books' settings: currency, start date, fiscal year, locked period, roles, payment accounts, taxes, and what is waiting.Free* - List the chart of accounts
books_list_accountsEvery account with its code, type, role and balance on a day.Free* - Add or change accounts
books_save_accountsAdds accounts or changes them, matched by code: name, type, description, code, role or archived.$0.001 a call - Add or change a tax
books_save_taxAdds or changes a tax rate the books use (VAT, GST, sales tax), matched by name.$0.001 a call - Book an expense
books_record_expenseBooks a cost the business paid, with its tax split off and the receipt attached.$0.01 a call - Book a journal entry
books_record_entryBooks a journal entry of two or more balancing lines, for whatever the other tools do not cover.$0.01 a call - Attach a receipt
books_attach_receiptAttaches a receipt from the file store to an entry that has none.$0.01 a call
Give this to your agent.
Set up Conecto from https://conecto.chat/SKILL.md