---
name: "books_list_bank_rules"
area: "books"
title: "List bank rules"
price: "free"
method: "POST"
url: "https://api.conecto.chat/v1/tools/books_list_bank_rules"
mcp_server: "https://api.conecto.chat/mcp/books"
auth: "Authorization: Bearer <conecto_sk_ key>"
docs_url: "https://conecto.chat/tools/books/books_list_bank_rules"
---

# List bank rules (`books_list_bank_rules`)

Lists the bank rules in the order they are tried, with where they book and how often they were used.

The bank rules, in the order they are tried: their conditions, where they book, and how often and when each was last used.

Price: Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads. A call that fails costs nothing.

## Use it when

Before saving a rule, or to see why a line was suggested as it was.

## Say this to your agent

> Which bank rules do we have, and which ones are never used?

## Inputs

This tool takes no arguments: send `{}`.

## Example

Written for Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff.

MCP: call `books_list_bank_rules` on the MCP server `https://api.conecto.chat/mcp/books` with these arguments:

```json
{}
```

REST:

```bash
curl https://api.conecto.chat/v1/tools/books_list_bank_rules \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{}'
```

## Response

```json
{
  "call_id": "5f0c8a2e-3b7d-4c1e-9a64-2d8e1f7b0c93",
  "tool": "books_list_bank_rules",
  "status": "succeeded",
  "replayed": false,
  "cost_usd": "$0.00",
  "balance_usd": "$19.75",
  "result": {
    "rules": [
      {
        "name": "Bank fees",
        "direction": "out",
        "when": [
          {
            "field": "counterparty",
            "op": "contains",
            "value": "Haspa"
          }
        ],
        "match": "all",
        "amount_min": null,
        "amount_max": null,
        "bank_account": null,
        "parts": [
          {
            "account": "6100",
            "tax": null,
            "percent": "100"
          }
        ],
        "description": null,
        "position": 100,
        "times_used": 0,
        "last_used_at": null
      }
    ]
  }
}
```

`result`: rules: each with its name, direction, conditions, amount range, bank account, parts, description, position, times used and last used.

## Errors

| Code | Status | When | Fix |
|---|---|---|---|
| `no_books` | 409 | The business keeps no books yet. | Set them up with books_setup (base currency, start date). |

The refusals every tool can give (401 key, 402 balance, 429 limits) are on the errors page: https://conecto.chat/docs/errors.md

## Related

- [books_setup](https://conecto.chat/tools/books/books_setup.md): Starts the business's double-entry books (currency, start date, chart of accounts) or changes their settings. $0.001 a call.
- [books_get](https://conecto.chat/tools/books/books_get.md): The books' settings: currency, start date, fiscal year, locked period, roles, payment accounts, taxes, and what is waiting. Free up to 1,000,000 reads a month.
- [books_list_accounts](https://conecto.chat/tools/books/books_list_accounts.md): Every account with its code, type, role and balance on a day. Free up to 1,000,000 reads a month.
- [books_save_accounts](https://conecto.chat/tools/books/books_save_accounts.md): Adds accounts or changes them, matched by code: name, type, description, code, role or archived. $0.001 a call.
- [books_save_tax](https://conecto.chat/tools/books/books_save_tax.md): Adds or changes a tax rate the books use (VAT, GST, sales tax), matched by name. $0.001 a call.
- [books_record_expense](https://conecto.chat/tools/books/books_record_expense.md): Books a cost the business paid, with its tax split off and the receipt attached. $0.01 a call.
- [books_record_entry](https://conecto.chat/tools/books/books_record_entry.md): Books a journal entry of two or more balancing lines, for whatever the other tools do not cover. $0.01 a call.
- [books_attach_receipt](https://conecto.chat/tools/books/books_attach_receipt.md): Attaches a receipt from the file store to an entry that has none. $0.01 a call.
- [books_reverse_entry](https://conecto.chat/tools/books/books_reverse_entry.md): Undoes an entry by booking its mirror image; entries are never edited or deleted. $0.01 a call.
- [books_list_entries](https://conecto.chat/tools/books/books_list_entries.md): Entries, newest first, with their lines, by dates, account, source or text. Free up to 1,000,000 reads a month.
- [books_import_bank](https://conecto.chat/tools/books/books_import_bank.md): Reads a bank statement from the file store (CSV, CAMT.053 or OFX) onto a bank account, skipping lines imported before. Free.
- [books_bank_lines](https://conecto.chat/tools/books/books_bank_lines.md): Imported bank lines (by default the ones still to match), each with up to three suggestions of what it was. Free up to 1,000,000 reads a month.
- [books_match_bank_lines](https://conecto.chat/tools/books/books_match_bank_lines.md): Says what bank lines were: entries already booked, invoices or bills they pay, an account to book them to, or nothing to book. $0.02 per bank line matched.
- [books_save_bank_rule](https://conecto.chat/tools/books/books_save_bank_rule.md): Saves a bank rule, like Xero's: which new bank lines it matches and how they are booked, to one account or split by percent, each part with its own tax. $0.001 a call.
- [books_apply_bank_rules](https://conecto.chat/tools/books/books_apply_bank_rules.md): Books every new bank line a rule matches, each by the first rule that matches. $0.02 per bank line booked.
- [books_delete_bank_rule](https://conecto.chat/tools/books/books_delete_bank_rule.md): Deletes a bank rule; what it booked stays booked. Free.
- [books_report](https://conecto.chat/tools/books/books_report.md): A report: profit and loss, balance sheet, trial balance, ledger, tax, the VAT or OSS return, the cash flow ahead or a snapshot of the business. Free up to 1,000,000 reads a month.
- [books_save_tracking](https://conecto.chat/tools/books/books_save_tracking.md): Saves a tracking category with its options, like Xero's: a department, a region or a project line that any line of the books can carry. $0.001 a call.
- [books_list_tracking](https://conecto.chat/tools/books/books_list_tracking.md): Lists the tracking categories and their options. Free up to 1,000,000 reads a month.
- [books_save_budget](https://conecto.chat/tools/books/books_save_budget.md): Saves a budget per income and expense account and month, like Xero's budget manager: amounts, monthly or yearly. $0.001 a call.
- [books_list_budgets](https://conecto.chat/tools/books/books_list_budgets.md): Lists the budgets with every line's monthly amounts and total. Free up to 1,000,000 reads a month.
- [books_delete_budget](https://conecto.chat/tools/books/books_delete_budget.md): Deletes a budget; the books don't change. Free.
- [books_repay_claims](https://conecto.chat/tools/books/books_repay_claims.md): Pays someone back for costs they paid with their own money (expense claims), like Xero's, with a SEPA file when asked. $0.01 a call.
- [books_list_claims](https://conecto.chat/tools/books/books_list_claims.md): Lists expense claims: what people paid for the business privately, and what each is owed. Free up to 1,000,000 reads a month.
- [books_save_asset](https://conecto.chat/tools/books/books_save_asset.md): Registers a fixed asset (a van, a machine) and how it depreciates, like Xero's: straight line, declining balance, at once or not at all. $0.001 a call.
- [books_list_assets](https://conecto.chat/tools/books/books_list_assets.md): The fixed asset register: each asset's cost, accumulated depreciation and book value, what a run would book now, and the register held against the books. Free up to 1,000,000 reads a month.
- [books_depreciate](https://conecto.chat/tools/books/books_depreciate.md): Books the depreciation of every registered asset through a month's end, one entry a month, like Xero's run depreciation; or undoes it after a date. $0.01 a call.
- [books_dispose_asset](https://conecto.chat/tools/books/books_dispose_asset.md): Sells or writes off a fixed asset, like Xero's dispose: depreciation to the day it goes, then its cost, the price and the gain or loss. $0.01 a call.
- [books_delete_asset](https://conecto.chat/tools/books/books_delete_asset.md): Takes an asset registered by mistake out of the register; the books don't change. Free.
- [books_lock](https://conecto.chat/tools/books/books_lock.md): Locks the books through a date, so nothing new is booked on or before it; null unlocks. $0.001 a call.
- [books_close_year](https://conecto.chat/tools/books/books_close_year.md): Closes a fiscal year for good: nothing is booked on or before its last day again, and it can't be undone. $0.001 a call.
- [books_export](https://conecto.chat/tools/books/books_export.md): A CSV of the journal or the accounts, a DATEV Buchungsstapel for a German tax adviser or a French FEC, with a download link. $0.001 a call.