Connect Claude & ChatGPT to Xena

30 tools for Xena

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_ledger_lineChanges dataAdd a line to a journal: body needs LedgerId, LedgerAccount, Amount, Description, VoucherNumber and FiscalDateDays; set VatId if VAT applies. The line is not booked until book_ledger. Needs fiscal_id (from list_fiscal_setups).
• add_order_lineChanges dataAdd a line to an order: body needs OrderId, ArticleId (or Description), Quantity and PriceEach. Needs fiscal_id (from list_fiscal_setups).
• book_ledgerVisible to othersBook the lines in a journal (ledger_id) to the general ledger, either all lines or the given ledger_line_ids. Booking is irreversible; confirm with the user first. Needs fiscal_id (from list_fiscal_setups).
• create_articleChanges dataCreate a new article (product or service). Needs article_number and description; set sales_price and group_id as needed. Needs fiscal_id (from list_fiscal_setups).
• create_orderChanges dataCreate a new, empty order for a partner (partner_id). Add lines afterwards with add_order_line and invoice it with invoice_order. Needs fiscal_id (from list_fiscal_setups).
• create_partnerChanges dataCreate a new partner (customer or supplier) with name/address, email, phone and CVR. Set partner_type to say whether it is a customer or supplier. Needs fiscal_id (from list_fiscal_setups).
• delete_order_lineDeletesRemove one line from an order that has not been invoiced yet, by order_line_id. Cannot be undone. Needs fiscal_id (from list_fiscal_setups).
• get_articleGet one article by product_id, including sales price, purchase price, unit and stock settings. Needs fiscal_id (from list_fiscal_setups).
• get_fiscal_setupGet the company details for one fiscal setup: name, address, CVR, currency and settings. Needs fiscal_id (from list_fiscal_setups).
• get_orderGet one order by order_id, including customer, references, dates, status and totals. Use list_order_lines for its lines. Needs fiscal_id (from list_fiscal_setups).
• get_partnerGet one partner (customer or supplier) by partner_id, including address, account number, payment terms and invoice email. Needs fiscal_id (from list_fiscal_setups).
• get_partner_balanceGet the current balance (what they owe or are owed) for one partner by partner_id. Needs fiscal_id (from list_fiscal_setups).
• get_voucherGet one booked voucher by its id (journal_entry_id), including its postings. Needs fiscal_id (from list_fiscal_setups).
• invoice_orderVisible to othersInvoice (book) an order by order_id, turning it into a posted invoice with an invoice number. This is irreversible bookkeeping; confirm the order and amount with the user first. Needs fiscal_id (from list_fiscal_setups).
• list_account_postingsList the posted entries on one ledger account (ledger_account number), optionally within a date range. Use it to see what makes up an account balance. Needs fiscal_id (from list_fiscal_setups).
• list_fiscal_periodsList the fiscal years (periods) of the company with their start and end dates. Needs fiscal_id (from list_fiscal_setups).
• list_fiscal_setupsList the Xena companies (fiscal setups) you have access to. Start here: every other Xena tool needs the fiscal_id from this list.
• list_invoicesList booked invoices, filtered by partner, settled/unsettled status, free text or date range. Use filter_is_settled=false to find unpaid invoices. Needs fiscal_id (from list_fiscal_setups).
• list_ledger_accountsList the chart of accounts (ledger accounts) with numbers and names. Use query_string to find an account. Needs fiscal_id (from list_fiscal_setups).
• list_ledger_linesList the unbooked lines in one journal by ledger_id. Needs fiscal_id (from list_fiscal_setups).
• list_ledgersList the journals (kassekladder) used to enter vouchers before they are booked. Needs fiscal_id (from list_fiscal_setups).
• list_order_linesList the lines (articles, quantities, prices) on one order by order_id. Needs fiscal_id (from list_fiscal_setups).
• list_ordersList sales orders, filtered by partner, status, free text or date range (dates are Xena day numbers). Use filter_context_type to pick sales vs purchase orders. Needs fiscal_id (from list_fiscal_setups).
• list_partner_open_itemsList a partner's unsettled entries (unpaid invoices and credit notes) by partner_id. Use it to see exactly what a customer still owes. Needs fiscal_id (from list_fiscal_setups).
• list_vat_codesList the VAT codes set up for the company. Use the ids when adding journal lines. Needs fiscal_id (from list_fiscal_setups).
• list_vouchersList booked vouchers, filtered by voucher number range, amount range, date range or text. Needs fiscal_id (from list_fiscal_setups).
• search_articlesSearch articles (products and services) by description or article number. Needs fiscal_id (from list_fiscal_setups).
• search_partnersSearch partners (customers and suppliers) by name, email, phone, CVR/org number, city or zip. Use filter_partner_type to limit to customers or suppliers. Needs fiscal_id (from list_fiscal_setups).
• update_orderChanges dataUpdate an order's header (references, delivery address, notes, dates, status). Send the full order object from get_order with your changes in body. Needs fiscal_id (from list_fiscal_setups).
• update_partnerChanges dataUpdate an existing partner's details such as address, email, phone, note or CVR. Needs partner_id. Needs fiscal_id (from list_fiscal_setups).

Questions