--- name: "books_save_accounts" area: "books" title: "Add or change accounts" price: "$0.001" method: "POST" url: "https://api.conecto.chat/v1/tools/books_save_accounts" mcp_server: "https://api.conecto.chat/mcp/books" auth: "Authorization: Bearer " docs_url: "https://conecto.chat/tools/books/books_save_accounts" --- # Add or change accounts (`books_save_accounts`) Adds accounts or changes them, matched by code: name, type, description, code, role or archived. Add accounts or change them, matched by code: name, type (only while unused), description, a new code, archived (only with no balance and no role), a bank account's IBAN and BIC, and role. Roles are the accounts the books post to on their own: bank, cash, receivable, inventory, input_tax, sales_tax, payable, retained_earnings, opening_balances, sales, cost_of_sales, exchange, depreciation, accumulated_depreciation, asset_disposals, customer_credits, supplier_credits, expense_claims, import_vat. Giving a role moves it from the account that had it. Price: $0.001 a call. A call that fails costs nothing. ## Use it when The chart needs an account it lacks, or an account is renamed, renumbered or retired. ## Say this to your agent > Add an account for our Stripe balance, and one for the van we lease. ## Inputs | Name | Type | Required | Description | Allowed values | Default | |---|---|---|---|---|---| | `accounts` | array of objects | yes | 1 to 100 items. | | | | `accounts[].code` | string | yes, in each item of `accounts` | An account code from the chart, e.g. "6600". 1 to 20 characters. | | | | `accounts[].name` | string | no | Up to 120 characters. | | | | `accounts[].type` | string | no | | `"asset"`, `"liability"`, `"equity"`, `"income"`, `"expense"` | | | `accounts[].role` | string | no | | `""`, `"bank"`, `"cash"`, `"receivable"`, `"inventory"`, `"input_tax"`, `"sales_tax"`, `"payable"`, `"retained_earnings"`, `"opening_balances"`, `"sales"`, `"cost_of_sales"`, `"exchange"`, `"depreciation"`, `"accumulated_depreciation"`, `"asset_disposals"`, `"customer_credits"`, `"supplier_credits"`, `"expense_claims"`, `"import_vat"` | | | `accounts[].description` | string | no | Up to 500 characters. | | | | `accounts[].archived` | boolean | no | | | | | `accounts[].new_code` | string | no | Up to 20 characters. | | | | `accounts[].iban` | string | no | A bank account's IBAN, what bills paid in a batch are paid from; "" clears it. Up to 42 characters. | | | | `accounts[].bic` | string | no | Up to 11 characters. | | | ## Example Written for Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. MCP: call `books_save_accounts` on the MCP server `https://api.conecto.chat/mcp/books` with these arguments: ```json { "accounts": [ { "code": "1020", "name": "Stripe balance", "type": "asset", "description": "Card payments from the online shop, before they reach the bank." }, { "code": "6750", "name": "Van lease", "type": "expense" } ] } ``` REST: ```bash curl https://api.conecto.chat/v1/tools/books_save_accounts \ -H "Authorization: Bearer $CONECTO_KEY" \ -H "Content-Type: application/json" \ -d '{"accounts": [{"code": "1020", "name": "Stripe balance", "type": "asset", "description": "Card payments from the online shop, before they reach the bank."}, {"code": "6750", "name": "Van lease", "type": "expense"}]}' ``` ## Response ```json { "call_id": "5f0c8a2e-3b7d-4c1e-9a64-2d8e1f7b0c93", "tool": "books_save_accounts", "status": "succeeded", "replayed": false, "cost_usd": "$0.001", "balance_usd": "$19.75", "result": { "accounts": [ { "account": "1020", "name": "Stripe balance", "type": "asset", "role": null, "archived": false, "balance": "0.00" }, { "account": "6750", "name": "Van lease", "type": "expense", "role": null, "archived": false, "balance": "0.00" } ] } } ``` `result`: accounts: each saved account with its code (account), name, type, role, archived and balance. Every change is kept in the books' history with what it was before. ## Errors | Code | Status | When | Fix | |---|---|---|---| | `no_books` | 409 | The business keeps no books yet. | Set them up with books_setup (base currency, start date). | | `invalid_input` | 400 | A code, type or role is not valid, or a new account has no name and type. | Fix what the message names; roles fit only some account types. | | `type_fixed` | 409 | The account has entries or a role, so its type stays. | Make a new account and move the balance with an entry. | | `code_taken` | 409 | The new code is used already. | Pick another code. | | `has_role` | 409 | The account holds a role and cannot be archived. | Give the role to another account first. | | `has_balance` | 409 | The account still has a balance and cannot be archived. | Move the balance to another account with books_record_entry first. | | `in_use` | 409 | A tax or a payment method uses the account. | Change the tax or payment_accounts first. | | `role_needed` | 409 | The books need the role the account holds. | Give that role to another account instead. | | `archived` | 409 | The account or tax is archived. | Use another one, or un-archive it with books_save_accounts. | 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_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_list_bank_rules](https://conecto.chat/tools/books/books_list_bank_rules.md): Lists the bank rules in the order they are tried, with where they book and how often they were used. Free up to 1,000,000 reads a month. - [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.