Forbind Claude og ChatGPT med Dinero

29 værktøjer til Dinero

Værktøjerne er slået til, når du forbinder. Du kan slå dem fra enkeltvis eller kræve din godkendelse, før de kører.

• add_invoice_paymentÆndrer dataRegister a payment received on a booked invoice: amount, payment date, description and the deposit account number the money went to (see list_deposit_accounts). This posts to the ledger and marks the invoice (partly) paid.
• book_credit_noteSynligt for andreBook a draft sales credit note so it gets a number and posts to the ledger. This is irreversible. Needs the credit note GUID and current timestamp.
• book_invoiceSynligt for andreBook a draft invoice so it gets a legal invoice number and posts to the ledger. This is irreversible; a booked invoice can only be corrected with a credit note. Needs the invoice GUID and current timestamp.
• book_purchase_voucherSynligt for andreBook a draft purchase voucher so it posts to the ledger. This is irreversible. Needs the voucher GUID and current timestamp.
• create_contactÆndrer dataCreate a customer or supplier. Needs name, country_key (e.g. DK), is_person, is_member and use_cvr; optionally CVR/VAT number, email, address and payment terms.
• create_credit_noteÆndrer dataCreate a draft sales credit note for a contact with product lines, optionally linked to the invoice it credits (credit_note_for).
• create_credit_note_from_invoiceÆndrer dataCreate a draft credit note that fully reverses a booked invoice, given the invoice GUID. The credit note must then be booked to take effect.
• create_invoiceÆndrer dataCreate a draft sales invoice for a contact with product lines (description, quantity, unit price, account). The draft has no invoice number until it is booked.
• create_productÆndrer dataCreate a product for use on invoices: name, unit, default quantity, price excl. VAT (base_amount_value) and sales account number.
• create_purchase_voucherÆndrer dataCreate a draft purchase voucher (supplier bill or expense) with lines, supplier contact, voucher date and optionally an uploaded receipt file. It is not booked until book_purchase_voucher is called.
• delete_invoiceSletterDelete a draft invoice by GUID. Only drafts can be deleted; booked invoices must be credited instead.
• get_contactGet one contact (customer or supplier) by its contact GUID, including address, CVR, email and payment terms.
• get_credit_noteGet one sales credit note by GUID with lines, totals, status and current timestamp.
• get_income_statementGet the income statement (profit and loss) for an accounting year, optionally with account numbers and zero-balance accounts.
• get_invoiceGet one invoice by GUID with lines, totals, status, contact and the current timestamp (needed to update, book or send it).
• get_purchase_voucherGet one purchase voucher (supplier bill or expense) by GUID with lines, status and current timestamp.
• list_accountsList the chart of accounts (entry accounts) with account numbers and names, optionally filtered by category. Use these numbers on invoice and voucher lines.
• list_contactsList or search customers and suppliers. Use query_filter or free text to narrow by name, email or CVR; results are paginated.
• list_credit_notesList sales credit notes with optional date range, status filter and free-text search. Results are paginated.
• list_deposit_accountsList the bank and cash (deposit) accounts that payments can be registered to.
• list_entriesList posted ledger entries for a date range (from_date, to_date), optionally including opening balances.
• list_invoice_paymentsList the payments registered on one invoice by invoice GUID.
• list_invoicesList sales invoices with optional date range, status filter (draft, booked, paid, overdue) and free-text search. Results are paginated.
• list_organizationsList the Dinero organizations (companies) the connected user can access, with name, ID and basic company details.
• list_productsList or search products in the product catalogue with price, unit and sales account. Results are paginated.
• list_sales_vouchersList all sales vouchers (invoices and credit notes together) with optional date range, status and free-text search.
• send_invoiceSynligt for andreEmail a booked invoice to the customer, optionally with a custom subject, message, receiver address and the invoice PDF attached. The email is sent immediately.
• update_contactÆndrer dataUpdate an existing contact by GUID, such as name, email, address, CVR or payment terms. Send the full set of required fields (name, country_key, is_person, is_member, use_cvr).
• update_invoiceÆndrer dataUpdate a draft invoice by GUID, such as its lines, date, contact or payment terms. Needs the invoice's current timestamp from get_invoice; booked invoices cannot be changed.

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