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Bookkeeping

List bank lines

books_bank_lines · Reads only · Markdown

Imported bank lines (by default the ones still to match), each with up to three suggestions of what it was.

Free*

*Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads.

An example

Which bank payments still need sorting out?

Your agent callsbooks_bank_linesFree*

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments
{
  "status": "new"
}
What comes back
{
  "lines": [
    {
      "line_id": 4101,
      "account": "1010",
      "date": "2026-10-05",
      "amount": "-238.00",
      "currency": "EUR",
      "description": "Strom Lager Oktober",
      "counterparty": "Hamburg Energie",
      "reference": null,
      "status": "new",
      "entries": [],
      "suggestions": [
        {
          "match": {
            "entries": [
              1
            ]
          },
          "what": "Entry 1: Expense: Hamburg Energie",
          "why": "same amount, 0 days apart; \"energie\" in both",
          "sure": true
        }
      ]
    },
    {
      "line_id": 4102,
      "account": "1010",
      "date": "2026-10-06",
      "amount": "-89.25",
      "currency": "EUR",
      "description": "Packband Lager",
      "counterparty": "Würth",
      "reference": null,
      "status": "new",
      "entries": [],
      "suggestions": []
    }
  ],
  "total": 3
}

Use it when

After importing a statement, to decide what each line was.

What it does

Imported bank lines, by default those still to match, oldest first, each with up to three suggestions of what it was: entries already booked (same amount, close in date), an open invoice it pays (money in) or an open supplier bill it pays (money out), or the account earlier lines from the same party went to. Suggestions are plain rules; you decide, with books_match_bank_lines (pass a suggestion's match as it is). A first suggestion with sure: true is one the books are sure of (a bank rule, or the number and the exact amount, well ahead of any other); such lines can be matched together in one call.

What comes back

lines: oldest first, each with its line_id, account, date, amount, currency, description, counterparty, status, matched entries and suggestions (each with a ready match, what and why); and the total. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
accountstringAn account code from the chart, e.g. "6600". 1 to 20 characters.
statusstringOne of: new,matched,ignored,all. Default: new.
fromstringYYYY-MM-DD. Matches ^\d{4}-\d{2}-\d{2}$.
tostringYYYY-MM-DD. Matches ^\d{4}-\d{2}-\d{2}$.
limitinteger1 to 200. Default: 50.
offsetintegerAt least 0. Default: 0.

The call

Over MCP, call books_bank_lines on https://api.conecto.chat/mcp/books. Over REST:

Terminal
curl -X POST https://api.conecto.chat/v1/tools/books_bank_lines \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"status":"new"}'

When it refuses

A refused call costs nothing and says what to do next.

CodeWhenWhat to do
no_books409The business keeps no books yet.Set them up with books_setup (base currency, start date).
not_found404No 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.
archived409The account or tax is archived.Use another one, or un-archive it with books_save_accounts.
invalid_input400A date is not a date like 2026-10-01, or from is after to.Fix the date.

More Bookkeeping tools

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