Aikount

Use this to create an analytic project to track income and expenses per project or business line.

Use this to record a supplier invoice or expense the user types or dictates (registrar un gasto o factura de proveedor), as a DRAFT; book it with post_purchase. If the user shares a PDF or photo, use ingest_purchase_file instead. Refuses duplicates: answers 409 ``duplicate`` with the existing purchase when the same invoice is already recorded (same supplier + invoice number, same supplier + total within ±7 days, or the same supplier under another contact). Never retry a 409 — show the user the existing one.

Use this when the user wants to send a customer a quote or estimate (presupuesto) before invoicing. It has no tax effect; turn it into an invoice later with convert_quote_to_invoice.

Use this to delete a contact that has no documents (refused otherwise — use merge_contacts for duplicates). Confirm with the user first.

Use this to discard a DRAFT sales invoice. An issued invoice can only be deleted when it is the last of its series; otherwise void it with cancel_invoice. Confirm with the user first.

Use this to remove a collection recorded by mistake on a sales invoice. Refused when it is linked to a bank movement (undo_reconciliation first).

Use this to delete a supplier invoice recorded by mistake, together with its journal entry. Confirm with the user first.

Use this to remove a payment recorded by mistake on a supplier invoice. Refused when it is linked to a bank movement (undo_reconciliation first).

Use this when the user says a reconciliation suggestion is wrong, so it is not proposed again (nothing is booked or deleted).

Use this when the user asks for profit and loss, results, margins or the balance sheet (cuenta de pérdidas y ganancias, balance de situación), following the official PGC structure.

Use this to read one bank movement with its reconciliations (and their ids, needed by undo_reconciliation).

Use this when the user asks who changed a record and when (historial de cambios / audit trail), newest first.

Use this to read one customer or supplier in full (billing details, email, notes).

Use this when the user asks how much a customer owes or has been invoiced, or how much was bought from a supplier: totals invoiced, paid and pending.

Use this after ingest_purchase_file to check whether the invoice has been read and which purchase it produced (status queued → processing → done or error).

Use this to read one sales invoice in full: lines, taxes, totals, payments and status.

Use this when the user wants a link to an invoice to send it themselves: returns its public URL (created on the first call, the same afterwards). Anyone with the link can view the invoice, so only create it when the user asks for it.

Use this to read one journal entry (asiento) with its lines.

Use this for the quarterly IRPF withholdings on salaries and invoices from professionals (retenciones, Modelo 111).

Use this for the quarterly IRPF withholdings on office or premises rent (retenciones de alquiler, Modelo 115).

Use this for a self-employed person's quarterly income-tax instalment (pago fraccionado IRPF, Modelo 130), box by box.

Use this when the user asks how much VAT they owe or get back for a quarter (IVA a pagar, Modelo 303): every box of the AEAT form computed from the books. Aikount does not file it; the user or their adviser does.

Use this for the annual return of customers and suppliers above 3,005.06 € (operaciones con terceros, Modelo 347).

Use this for intra-EU sales and purchases of a quarter (operaciones intracomunitarias, Modelo 349).

Use this for the annual VAT summary (resumen anual de IVA, Modelo 390).

Use this to read one supplier invoice in full: lines, VAT, deductible amount, payments and status.

Use this to read one quote (presupuesto) in full.

Use this when the user shares a supplier invoice, receipt or ticket as a PDF or photo and wants it recorded (subir una factura de gasto): Aikount reads it with AI, matches or creates the supplier and records the expense. An invoice that is already recorded is attached, never duplicated. Returns a queued job: poll get_ingest_job until it finishes and show the user the resulting purchase. Accepts PDF, JPEG, PNG, WEBP or HEIC up to 50 MB. Do not use it for sales invoices the company issued.

Use this to issue (emitir) a draft sales invoice once the user confirms: assigns the next correlative legal number and books it. This cannot be undone — afterwards it can only be corrected (rectify_invoice) or voided (cancel_invoice). Do not delete issued invoices to "renumber" — numbering must stay contiguous. Confirm with the user before issuing.

Use this to see the movements of ONE ledger account (libro mayor), e.g. what is behind a balance.

Use this to look up the Spanish chart of accounts (Plan General Contable): code, name, balance and the UUID other tools need (ledger, journal entries, booking bank movements). Per-contact subaccounts (430/400/410 xxxx, one per customer/supplier) are included automatically when `search`, `number` or `parent_id` is given; pass `include_contacts` true/false to force it.

Use this to look at bank statement lines (movimientos bancarios), e.g. a charge the user asks about. To see what still needs reconciling with suggested matches, use reconciliation_board.

Use this to list the categories used to tag bank movements (e.g. software, travel, sales) and get their UUIDs.

Use this to find customers and suppliers (clientes y proveedores) by name or legal name, e.g. before creating an invoice or a contact. Returns each contact's UUID.

Use this to see recent invoice uploads being read by AI and their result (newest first).

Use this to find sales invoices (facturas emitidas) — e.g. unpaid ones (status 'issued', 'partially_paid' or 'overdue'), a customer's invoices or a period. Lifecycle: draft -> issued -> paid, or cancelled. For supplier invoices use list_purchases.

Use this to browse the journal (libro diario / asientos).

Use this to see the invoice numbering series (prefix, next number) and get the `series_id` that create_invoice accepts to use a specific one.

Use this to look up the product/service catalogue (name, price, tax rate) to reuse on invoice lines.

Use this to list analytic projects or business lines (cost/profit centres) and their UUIDs.