Bookkeeping

List the chart of accounts

books_list_accounts · Reads only · Markdown

Every account with its code, type, role and balance on a day.

Free*

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

An example

What's the balance of each of our accounts today?

Your agent callsbooks_list_accountsFree*

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
{
  "as_of": "2026-10-14"
}
What comes back
{
  "currency": "EUR",
  "as_of": "2026-10-14",
  "accounts": [
    {
      "account": "1000",
      "name": "Cash",
      "type": "asset",
      "role": "cash",
      "description": null,
      "balance": "0.00",
      "archived": false
    },
    {
      "account": "1010",
      "name": "Bank",
      "type": "asset",
      "role": "bank",
      "description": null,
      "balance": "14762.00",
      "archived": false
    }
  ]
}

Use it when

To find an account code, or see what each account holds.

What it does

Every account with its code, type, role and balance on as_of (default today). Balance sheet accounts show their balance; income and expense accounts show the fiscal year so far.

What comes back

The currency, the day, and every account with its code, name, type, role, description, balance (balance sheet accounts on the day, income and expenses for the fiscal year so far) and archived. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
as_ofstringYYYY-MM-DD. Matches ^\d{4}-\d{2}-\d{2}$.
include_archivedbooleanDefault: false.

The call

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

Terminal
curl -X POST https://api.conecto.chat/v1/tools/books_list_accounts \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"as_of":"2026-10-14"}'

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).
invalid_input400A date is not a date like 2026-10-01, or from is after to.Fix the date.

Give this to your agent.

Set up Conecto from https://conecto.chat/SKILL.md