Bookkeeping

List tracking categories

books_list_tracking · Reads only · Markdown

Lists the tracking categories and their options.

Free*

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

An example

Which departments do we track?

Your agent callsbooks_list_trackingFree*

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
{}
What comes back
{
  "categories": [
    {
      "name": "Department",
      "archived": false,
      "options": [
        {
          "name": "Service",
          "archived": false
        },
        {
          "name": "Sales",
          "archived": false
        }
      ]
    }
  ]
}

Use it when

Before passing tracking on a line, or to split profit and loss with books_report by_tracking.

What it does

The tracking categories with their options, archived ones marked.

What comes back

categories: each with its name, whether it is archived, and its options. Every reply also carries cost_usd and balance_usd.

The call

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

Terminal
curl -X POST https://api.conecto.chat/v1/tools/books_list_tracking \
  -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.

CodeWhenWhat to do
no_books409The business keeps no books yet.Set them up with books_setup (base currency, start date).

Give this to your agent.

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