HelloLedger

Name: HelloLedger
Author: helloledger

Bookkeeping and accounting for owner-operated businesses.

От сообществаРаботаетБез входаГлобальныйБесплатноМожет изменять данные

Что умеет

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

Какие данные видит

Нужен ли аккаунт

Не нужен: сервер работает без входа

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.

Список инструментов сервера (60)

Технические названия из tools/list. Нужны только разработчикам.

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