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Bookkeeping

List entries

books_list_entries · Reads only · Markdown

Entries, newest first, with their lines, by dates, account, source or text.

Free*

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

An example

Show me everything booked on the bank account this month.

Your agent callsbooks_list_entriesFree*

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
{
  "account": "1010",
  "from": "2026-10-01",
  "to": "2026-10-31"
}
What comes back
{
  "entries": [
    {
      "entry": 1,
      "date": "2026-10-05",
      "memo": "Expense: Hamburg Energie",
      "reference": "RE 2026-10-5521",
      "party": "Hamburg Energie",
      "source": "expense",
      "total": "238.00",
      "currency": "EUR",
      "rate": null,
      "lines": [
        {
          "account": "6800",
          "account_name": "Utilities and phone",
          "debit": "200.00",
          "credit": null,
          "description": "Hamburg Energie",
          "tax": "VAT 19%"
        },
        {
          "account": "1300",
          "account_name": "Tax to reclaim",
          "debit": "38.00",
          "credit": null,
          "description": "VAT 19%",
          "tax": "VAT 19%"
        }
      ],
      "reverses": null,
      "reversed_by": null,
      "receipt_file_id": "09ff0286-9fca-4c02-a8c7-c48e865deceb",
      "recorded_at": "2026-10-15T14:29:47+00:00",
      "recorded_by": "key 4101 (Pip)"
    },
    {
      "entry": 2,
      "date": "2026-10-01",
      "memo": "Bank loan for the new forklift",
      "reference": "Loan 4471-02",
      "party": null,
      "source": "manual",
      "total": "15000.00",
      "currency": "EUR",
      "rate": null,
      "lines": [
        {
          "account": "1010",
          "account_name": "Bank",
          "debit": "15000.00",
          "credit": null,
          "description": null,
          "tax": null
        },
        {
          "account": "2300",
          "account_name": "Loans",
          "debit": null,
          "credit": "15000.00",
          "description": null,
          "tax": null
        }
      ],
      "reverses": null,
      "reversed_by": null,
      "receipt_file_id": null,
      "recorded_at": "2026-10-15T14:29:47+00:00",
      "recorded_by": "key 4101 (Pip)"
    }
  ],
  "total": 2
}

Use it when

Someone asks what was booked, or an entry number is needed.

What it does

Entries newest first, each with its lines, filtered by dates, an account, where it came from (manual, expense, bank, invoice, invoice_payment, invoice_void, reversal) or text in the memo, reference or party.

What comes back

entries: newest first, each with its number (entry), date, memo, reference, party, source, total, currency and lines; and the total. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
fromstringYYYY-MM-DD. Matches ^\d{4}-\d{2}-\d{2}$.
tostringYYYY-MM-DD. Matches ^\d{4}-\d{2}-\d{2}$.
accountstringAn account code from the chart, e.g. "6600". 1 to 20 characters.
sourcestringOne of: manual,expense,bank,invoice,invoice_payment,invoice_void,reversal,stock,bill,bill_payment,bill_void,credit_note,depreciation,asset_disposal,customer_credit,supplier_credit,expense_claim.
textstringUp to 100 characters.
entryintegerThe entry number. At least 1.
limitinteger1 to 200. Default: 50.
offsetintegerAt least 0. Default: 0.

The call

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

Terminal
curl -X POST https://api.conecto.chat/v1/tools/books_list_entries \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"account":"1010","from":"2026-10-01","to":"2026-10-31"}'

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

All 33 tools

Give this to your agent.

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