HelloLedger
Bookkeeping and accounting for owner-operated businesses.
Community: Submitted by a user or imported; check the owner before granting accessOnlineNo sign-inGlobalFreeCan modify data
What it can do
- List Clients: List the businesses you can access. Use a returned client_id in any other tool to act on that business's books.
- Accept Estimate: Record that the customer accepted a sent estimate. An accepted estimate can then be converted to an invoice.
- Add Estimate Line Item: Add a line item to a draft or sent estimate
What data it sees
Do you need an account
No: the server works without sign-in
Bookkeeping and accounting for owner-operated businesses. Query transactions, categorize expenses, create and send invoices, manage customers, and pull financial reports directly from your own books. Each customer's data lives in an isolated database, and the assistant authenticates as the user over OAuth.
Server tool list (60)
Raw names from tools/list. Only developers need these.
| list_clients | List the businesses you can access. Use a returned client_id in any other tool to act on that business's books. |
| accept_estimate | Record that the customer accepted a sent estimate. An accepted estimate can then be converted to an invoice. |
| add_estimate_line_item | Add a line item to a draft or sent estimate |
| add_invoice_line_item | Add a line item to an invoice |
| apply_invoice_payment | Apply a transaction as a payment on an invoice. The transaction must be a credit (income) with a positive amount. It will be linked to the invoice, the invoice totals recalculated, and the transaction categorized to Accounts Receivable and marked verified. |
| apply_rules_to_uncategorized | Run every enabled rule over the existing uncategorized transactions — the retroactive backfill after adding or editing rules. Returns how many transactions were categorized. |
| categorize_transaction | Assign a chart-of-accounts entry to a transaction |
| convert_estimate_to_invoice | Convert an accepted estimate into a draft invoice, copying its line items. The invoice's due date comes from the customer's default payment terms. Returns the new invoice. |
| create_chart_of_account | Create a new chart-of-accounts entry |
| create_customer | Create a new customer |
| create_estimate | Create a new estimate/quote as a draft. Requires at least one line item, and every line item must have a description — same rule as the web form. |
| create_invoice | Create a new invoice. Requires at least one line item, and every line item must have a description — same rule as the web form. |
| create_transaction | Create a new transaction |
| create_transaction_rule | Create an auto-categorization rule. When an imported transaction matches all the conditions you set (omit a condition to skip it), the rule assigns account_id; with auto_approve it also marks the transaction verified. Same engine the web UI and import paths use. The rule's name is generated automatically from its conditions and target. |
| decline_estimate | Record that the customer declined a sent estimate |
| delete_estimate | Delete an estimate and its line items. A converted invoice, if any, is not affected. |
| delete_estimate_line_item | Remove a line item from a draft or sent estimate. The last remaining line item cannot be removed. |
| delete_invoice | Delete an invoice and its line items |
| delete_invoice_attachment | Delete an attachment from an invoice |
| delete_invoice_line_item | Remove a line item from an invoice |
| delete_transaction | Soft-delete a transaction |
| delete_transaction_rule | Delete an auto-categorization rule. Transactions it already categorized keep their accounts. |
| dismiss_receipt | Dismiss a receipt inbox item that doesn't need matching (files are kept; the item can be reopened) |
| get_bank_account | Get a bank account by ID |
| get_chart_of_account | Get a chart-of-accounts entry by ID |
| get_customer | Get a customer by ID |
| get_dashboard_stats | Get dashboard statistics: YTD income/expenses/net, unverified count, uncategorized count, missing receipts count |
| get_estimate | Get an estimate by ID with customer, line items, and (if converted) the linked invoice |
| get_invoice | Get an invoice by ID with line items, payments, and attachments |
| get_invoice_stats | Get invoice statistics: outstanding amount, overdue, draft, paid this month |
| get_outstanding_invoices | List all outstanding (unpaid/overdue) invoices |
| get_receipt_inbox_item | Get a receipt inbox item by ID, including its files and candidate transactions (nearby receipt-less transactions it could match) |
| get_total_bank_balance | Get the total balance across all active bank accounts |
| get_transaction | Get a single transaction by ID with full details |
| get_transactions_by_date_range | Get all transactions within a date range for reporting |
| link_transfer | Link two transactions as a transfer between accounts (e.g., credit card payment from checking). Both transactions will be marked as linked to each other. |
| list_bank_accounts | List all bank accounts with balances |
| list_chart_of_accounts | List all chart-of-accounts entries, optionally filtered by type |
| list_customers | List all customers |
| list_estimates | List all estimates/quotes, optionally filtered by status. 'expired' is a computed view of sent estimates past their valid-until date. |
| list_invoice_attachments | List all attachments for an invoice |
| list_invoices | List all invoices, optionally filtered by status |
| list_receipt_inbox | List receipt inbox items (receipts waiting to be matched to transactions), optionally filtered by status |
| list_sales_tax_types | List all configured sales tax types |
| list_transaction_rules | List all auto-categorization rules in evaluation order (priority ascending; first match wins). |
| list_transactions | List transactions with optional filters and pagination |
| match_receipt_to_transaction | Attach a receipt inbox item to a transaction: all its files become transaction receipts and the transaction is marked verified |
| reopen_receipt | Return a dismissed receipt inbox item to pending |
| search_transactions | Search transactions by description text |
| search_transfer_candidates | Search for transactions that could be the counterpart of a transfer. Excludes the source transaction and any already-linked transactions. |
| send_estimate | Email an estimate to its customer as a PDF attachment and mark it sent. The customer must have an email address on file. |
| send_invoice | Email an invoice to its customer as a PDF attachment and mark it sent. The customer must have an email address on file. |
| unlink_transfer | Remove the transfer link from a transaction and its counterpart |
| unmatch_receipt | Detach a matched receipt from its transaction: receipt files are removed from the transaction, verified reverts, and the item returns to pending |
| update_chart_of_account | Update a chart-of-accounts entry |
| update_customer | Update a customer's information |
| update_estimate | Update an estimate's details. Only draft and sent estimates can be edited; accepted, declined, or converted estimates are locked. |
| update_estimate_line_item | Update an existing line item on a draft or sent estimate |
| update_invoice | Update an invoice's details or status |
| update_invoice_line_item | Update an existing line item on an invoice |