Conecto Bookkeeping

• books_setup — Start the business's double-entry books, or change their settings. The first call needs currency (the base currency of every report; it can't change once someth
• books_get — The base currency, start date, fiscal year, locked period, which accounts hold which role, where invoice payments land, the taxes, how many entries there are an
• books_list_accounts — 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 fi
• books_save_accounts — 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 accou
• books_save_tax — A tax rate the books use (VAT, GST, sales tax), matched by name. Tax charged on sales is owed on sales_account (default: the sales tax account); tax paid on pur
• books_record_entry — Book an entry: two or more lines, each a debit or a credit on an account, which must balance. For anything the other tools don't cover: opening balances, a loan
• books_record_expense — Book a cost the business paid: account is what it was for (an expense, or an asset like equipment), paid_from where the money came from (default the bank accoun
• books_repay_claims — Pay back what someone paid for the business with their own money (expense claims, from books_record_expense with paid_by), like Xero's: all their open claims in
• books_list_claims — Expense claims: what people paid for the business with their own money, still to repay (the default), repaid, void or all, newest first, with what each person i
• books_reverse_entry — Undo an entry by booking its mirror image (entries are never edited or deleted). It is dated like the entry, or today when that period is locked, unless date is
• books_attach_receipt — Attach a receipt or invoice from the file store to an entry that has none. It stays with the books: the file can't be deleted while the entry has it. Costs $0.0
• books_list_entries — Entries newest first, each with its lines, filtered by dates, an account, where it came from (manual, expense, bank, invoice, invoice_payment, invoice_void, rev
• books_import_bank — Read a bank statement from the file store onto a bank account (default the bank account): CSV as the bank exports it, CAMT.053 (.052, .054) or OFX/QFX. CSV colu
• books_bank_lines — Imported bank lines, by default those still to match, oldest first, each with up to three suggestions of what it was: entries already booked (same amount, close
• books_match_bank_lines — Say what bank lines were, up to 100 at a time, each one of: entries (entry numbers already booked whose lines on the bank account add up to the line), invoices
• books_save_bank_rule — A bank rule, like Xero's: which new bank lines it matches and how to book them, so lines that come every month (bank fees, rent, the phone bill) book themselves
• books_list_bank_rules — The bank rules, in the order they are tried: their conditions, where they book, and how often and when each was last used. Free.
• books_delete_bank_rule — Delete a bank rule. What it booked stays booked. Free.
• books_apply_bank_rules — Book every new bank line a rule matches, oldest first, each by the first rule that matches (up to limit), on one bank account or all. Run it after books_import_
• books_save_tracking — A tracking category, like Xero's: a department, a region or a project line, with its options. Up to two at a time. Any line can then carry one option of each (t
• books_list_tracking — The tracking categories with their options, archived ones marked. Free.
• books_save_budget — A budget, like Xero's budget manager: an amount per income or expense account for each month from start (12 months unless months says otherwise). Each line give
• books_list_budgets — The budgets with their months and every line's amounts and total. Free.
• books_delete_budget — Delete a budget. The books don't change. Free.
• books_save_asset — Put an asset the business bought in the register, like Xero's fixed assets: a van, a machine, a laptop, with its cost, purchase date and the asset account its p
• books_list_assets — The asset register: each asset's cost, accumulated depreciation, book value, how it depreciates and through which month that is booked, with totals. due: what b
• books_depreciate — Book the depreciation of every registered asset through a month's end (default: the end of last month), like Xero's run depreciation: one entry per month, dated
• books_dispose_asset — Take an asset out of the books, sold or written off, like Xero's dispose. Its depreciation is booked through the month it goes first (to the day with actual_day
• books_delete_asset — Take an asset registered by mistake out of the register. Only while none of its depreciation is booked and it is not sold or written off: else undo its deprecia
• books_report — A report in the base currency. profit_and_loss and tax cover from-to (default: this fiscal year so far); balance_sheet and trial_balance are as of to (default t
• books_lock — Lock the books through a date (a closed month, a filed tax return): nothing new can be booked on or before it, by any tool or invoice. null unlocks. Every chang
• books_close_year — Close a fiscal year once its accounts and tax returns are final: nothing can be booked on or before its last day again, by any tool, invoice or unlock, and ever
• books_export — A file in the file store, with a download link: journal (a CSV of every line of every entry from-to, for an accountant or another program), accounts (the chart
• account_balance — The account balance, how much of it is credit bought (AI visibility and the phone run only on that) and how much free and bonus credit, what running calls are h
• account_get_call — One call by id: its status (queued, running, succeeded, failed), cost and result. Use it to poll a background call until it finishes. Free.
• account_list_calls — Recent calls on this account, newest first, optionally only failed or succeeded ones, or one area's. Free.
• account_refund_topup — Refund a top-up paid in the last 24 hours that none of has been used yet: its credit, with the first top-up's bonus, leaves the balance, and the card gets the c
• account_set_owner_email — When the account was made without the owner's email: send that person a link to confirm they own it. Once they confirm, the owner gets the account's warnings an
• account_owner_link — A link that signs the business owner into their Conecto page, with no password: the balance, adding credit, auto-reload, limits, what the bots did, people, rent
• account_dashboard_link — A one-time link to a page showing one area as it is when the page opens, for when the person you work for asks to see it themselves: a recruiter looks at the ap
• account_get_limits — The limits a business can ask Conecto to raise (calls a minute, new email addresses a day, phone numbers and more): each one's standard and current value and th
• account_request_limit — Ask Conecto to raise one of the business's limits: which one (or other, saying which), the number it needs, and why, in 40 to 2,000 characters. Conecto reviews
• account_events — What happened in this account that someone outside the bot did, oldest first: applications, bookings, form responses, signatures, replies, emails received, goal
• account_emit_event — Send an event you name, custom.<name> (custom.lead_qualified, custom.order_shipped), to every channel subscribed to it (notify_subscribe with "custom.*" or its
• account_search — One search over what this account holds: what its files say (PDFs, Word, Excel, PowerPoint, text), table rows, help center articles, CRM contacts, companies and
• account_get_brand — The name, logo, colour and footer line the business's emails and published pages carry. Free.
• account_set_brand — The business's name as the sender, its logo (a PNG, JPEG, WebP or GIF from the file store), its colour and a footer line (an address, a legal line), on every em
• account_list_email_templates — Every email Conecto sends to the business's customers (bookings, applications, interviews, tests, signatures, invoices and quotes, newsletter sign-ups), with wh
• account_set_email_template — Change an email's subject, headline or opening words in the business's own voice, with {variables} from account_list_email_templates (like {name} or {when}). Th
• account_export_all — Everything this account holds, in ZIP files of up to 24 MB saved to its file store: every record of every area as JSON Lines, and the stored files themselves, w
• account_audit_log — The account's admin and security actions, newest first: keys made and revoked, limits and auto-reload, the owner's sign-ins, connectors, exports, vault reads an
• account_save_team — A department, location or project group of the account, like Support, Finance or the Hamburg shop. Its keys (POST /v1/keys with "team") can only work in its are
• account_list_teams — The account's teams, the company-wide one first: each with its areas, whether it only reads, its budget (hard or soft, and its period) and alert line, this peri
• account_pause_team — Stops every key of a team at once, this one too if it is the team's: their calls are refused until the owner starts the team again on their account page. For a
• account_assign_team — Move a form, a meeting type, a job, an inbox, a phone number, a newsletter, the website chat, a rental, a pipeline, a table or a website to a team. What happens
• account_add_approval_rule — Make a tool wait for a person: every call of it, those whose argument is over a number (like invoices_create_credit_note when amount is over 500), or those whos
• account_list_approval_rules — The tools that wait for a person's approval, with their thresholds and approvers. Free.
• account_find_person — Every record this account holds about one person, by their email address or phone number, across every area: CRM, chats, emails, tickets, forms, bookings, calls
• account_export_person — Everything account_find_person finds about one person in one ZIP in the file store: their records as JSON Lines (credentials left out) and the files those recor
• account_erase_person — Erases one person across every area when they ask (GDPR Art. 17), once you know it is them (they wrote from that address, or confirmed it). Their CRM contact, c
• account_data_locations — Where each area's data is stored and processed: the company that runs each place, the country or region, and what it holds. Every area keeps its records in the

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