API reference: Dinero

All Dinero tools are read-only and called via tools/call over POST /dinero/mcp. The connector is connected through OAuth (Visma Connect; see Forbind Dinero). You need an active Dinero subscription, and your user must hold a seat on it (assigned under Team in the portal, see Team).

Endpoint: https://mcp.consile.ai/dinero/mcp. Dinero is its own named connector with only its own tools. Tool names are namespaced dinero__<tool> in Claude/ChatGPT; the bare names are used here for readability. A bare name in a request returns Unknown tool..The connector is multi-instance: an additional portal (a second Visma login) is served at its own endpoint, e.g. https://mcp.consile.ai/dinero-2/mcp, with tools named dinero-2__<tool>. Portals are added in the portal by an administrator.

For an account with an active Dinero subscription, tools/list on this endpoint returns the 52 dinero__* tools plus the unprefixed system tool connect_account (no arguments; returns { connect_url, instructions }, a link valid for 10 minutes for connecting the Dinero account in the browser). Without a subscription only connect_account is listed. A user without a seat still sees the tools, but every call is refused. Every Dinero tool is annotated readOnlyHint: true, destructiveHint: false, openWorldHint: false.

Dinero’s public API requires a Dinero Pro subscription on the organization. Non-Pro organizations are rejected on every call except list_organizations and validate_connection (both only enumerate organizations, so they work without Pro; check isPro there). Access tokens are refreshed automatically. See Errors and Errors & limits.

Shared conventions

organizationId

Dinero auth is user-based, so almost every tool requires an organizationId. Get the integer id (and the isPro flag) from list_organizations; there is no single “selected organization” stored.

integer

required

The Dinero organization id from list_organizations. Required on every org-scoped tool (noted per tool below where it is the only argument).

Pagination

Paged list tools come in three shapes:

Collection-backed tools (list_contacts, list_contact_notes, list_invoices, list_invoices_overdue, list_sales, list_credit_notes, list_trade_offers, list_products) return an envelope.
list_chart_of_accounts, list_entries and list_entry_changes slice a bare array into a flat page.
list_files returns { count, hasMore, files[] }, where hasMore is true whenever the page is full.

Short lookup lists (accounting years, countries, VAT types, deposit accounts, mailouts, reminders) are unpaged and return { count, <items>[] }.

// envelope (e.g. list_invoices, list_contacts, list_sales); default pageSize 20
{ "items": [ ... ], "pagination": { "page": 0, "pageSize": 20, "result": 20, "totalWithoutFilter": 412, "hasMore": true } }

// client-sliced (e.g. list_chart_of_accounts, list_entries); default pageSize 100
{ "items": [ ... ], "totalCount": 100, "page": 0, "pageSize": 100, "hasMore": true }

When list_trade_offers filters by status, the response also carries matchedOnPage and statusFilteredClientSide: true, and pagination still describes the unfiltered page.

totalWithoutFilter is the row count ignoring any filter: it is not the filtered total. Dinero exposes no filtered total, so never answer “how many overdue invoices?” from totalWithoutFilter; count the returned items or page through with hasMore.

integer

default:"0"

0-based page index.

integer

default:"20"

Rows per page. Defaults to 20 on the collection-backed lists (invoices, contacts, sales, credit notes, trade offers, products, files) and to 100 on the accounting lists (list_chart_of_accounts, list_entries, list_entry_changes). The maximum is 1000; a larger value is rejected.

Filters & dates

string

UTC timestamp in exactly the form YYYY-MM-DDTHH:mm:ssZ (e.g. 2026-09-01T00:00:00Z; no milliseconds, no offset). Returns only rows created, updated or deleted at or after this time. Accepted by list_contacts, list_invoices, list_sales, list_credit_notes, list_trade_offers, list_products, list_invoice_mailouts, list_invoice_reminders, list_credit_note_mailouts and list_trade_offer_mailouts.

Other date arguments are validated as YYYY-MM-DD. The exception is from/to on the two state-of-account tools, which are passed to Dinero as given (use YYYY-MM-DD there too). All *Guid arguments except fileGuid must be UUIDs.

Values of the structured filter arguments (name, email, phone, vatNumber, eanNumber, externalReference, descriptionContains, contactNameContains, currency, productNumber) cannot contain a single quote ('): Dinero’s filter syntax wraps the value in single quotes with no escape, so Consile refuses the call before it reaches Dinero (the client sees Tool invocation failed.). freeTextSearch and the search argument of list_products are not affected. startDate/endDate (on list_invoices, list_sales, list_credit_notes) must be passed as a pair; the from/to bounds on the state-of-account tools are independent optionals.

Read-via-POST calculators

Two tools (calculate_invoice_totals, preview_invoice_reminder) issue a POST to a Dinero …/fetch endpoint. They are read-only: they compute a result for a prospective input and persist nothing upstream.

PDFs and files

All PDF and file downloads return the file as base64 and are capped at 6 MB; a larger file fails the call. A chat client cannot turn the base64 into a file for the user, so these tools are meant for agents that can decode and save the data.

Organizations & reference

Tool	Description	Key arguments	Returns
`list_organizations`	Dinero organizations the connected user can reach, with the id every other tool needs and the `isPro` flag.	(none)	`{ count, organizations[] }` (id, name, vatNumber, countryKey, isPro, …)
`validate_connection`	Connectivity/credential health check; lists reachable orgs (works without Pro).	(none)	`{ connected, organizationCount, organizations[] }`
`list_accounting_years`	The org’s accounting years with `fromDate`/`toDate` and the year `name` used by the report tools.	`organizationId`	`{ count, years[] }`
`list_countries`	Country keys Dinero accepts on contacts (account-global).	`search?` (client-side)	`{ count, countries[] }`
`list_vat_types`	The org’s VAT types/codes, to interpret `vatCode` on accounts and entries.	`organizationId`	`{ count, vatTypes[] }`
`get_sales_settings`	Default invoicing settings (default account, payment terms, reminder fee/interest, default template).	`organizationId`	sales-settings object

Bookkeeping & accounting

The four report tools are Dinero’s only balance source. They take no date range: balances are whole-year totals keyed by the accounting-year name (from list_accounting_years). They share the same arguments.

string

required

Accounting-year name as Dinero returns it (e.g. "2025"), from list_accounting_years.

boolean

default:"false"

boolean

default:"false"

integer

Tool	Description	Key arguments	Returns
`list_chart_of_accounts`	Entry accounts with VAT code and category. Rows carry no balance; use the report tools for balances.	`organizationId`, `category?` (one Dinero account category, e.g. `Turnover`, `Liquid Assets`, `Receivables`), `accountNumberFrom?`, `accountNumberTo?`, `includeHidden?`, `page`, `pageSize`	`{ items, totalCount, page, pageSize, hasMore }`
`list_deposit_accounts`	Deposit (bank/Stripe/MobilePay) accounts incl. default flag.	`organizationId`, `includeHidden?`, `includeBankDetails?`	`{ count, accounts[] }`
`get_saldo_balance_report`	Saldobalance: per-account year totals for all accounts (P&L and balance sheet). The main tool for balance questions.	report args	`{ accountingYear, count, rows[] }` (accountNumber, accountName, amount)
`get_result_report`	Resultatopgørelse (P&L): income/expense accounts with year totals.	report args	`{ accountingYear, count, rows[] }`
`get_balance_report`	Balance sheet: asset & liability accounts at booked position.	report args	`{ accountingYear, count, rows[] }`
`get_primo_balance_report`	Opening (primo) balances per account.	report args	`{ accountingYear, count, rows[] }`
`get_account_balance`	Year-total balance for specific account number(s) (fetches the saldo report, returns only those rows).	`organizationId`, `accountingYear`, `accountNumbers` (1–20 integers)	`{ accountingYear, accounts[], notFound[] }`
`list_entries`	Posted bookkeeping entries for a date range within one accounting year. The discovery path for purchase/manual voucher guids. Dinero returns the whole period in one response; keep ranges tight.	`organizationId`, `fromDate`, `toDate`, `includePrimo?`, `accountNumber?`, `voucherType?`, `page`, `pageSize`	`{ items, totalCount, page, pageSize, hasMore }`
`list_entry_changes`	Entries added in a window of ≤31 days (filters on added date): incremental follow-up to `list_entries`.	`organizationId`, `changesFrom`, `changesTo` (≤31 days later), `includePrimo?`, `page`, `pageSize`	`{ items, totalCount, page, pageSize, hasMore }`

Contacts

Dinero keeps one merged customer/supplier register. The debtor/creditor split is only on get_contact, never on the list.

Tool	Description	Key arguments	Returns
`list_contacts`	Search/list the merged contact register.	`organizationId`, `name?`, `email?`, `phone?`, `vatNumber?`, `eanNumber?`, `externalReference?`, `isPerson?`, `changesSince?`, `deletedFilter?` (`active`/`deleted`/`all`, default `active`), `page`, `pageSize`	`{ items, pagination }`
`get_contact`	Full single contact incl. `isDebitor`/`isCreditor`, SE/P numbers, preferred language/currency.	`organizationId`, `contactGuid`	contact object
`list_contact_notes`	Notes on a contact (full text, author, timestamps).	`organizationId`, `contactGuid`, `deletedOnly?`, `page`, `pageSize`	`{ items, pagination }`
`get_contact_state_of_account`	Kontoudtog: summed income/expenses and dated entries with a running balance. `hideClosed=true` = open-items view (“what does this customer owe?”). Amounts are in DKK. `maxEntries` defaults to 100; `truncated: true` means more entries exist.	`organizationId`, `contactGuid`, `from?`, `to?`, `hideClosed?`, `maxEntries?` (1–500)	`{ contactGuid, income, expenses, entryCount, truncated, entries[] }`
`download_contact_state_of_account_pdf`	The kontoudtog as a PDF (base64).	`organizationId`, `contactGuid`, `from?`, `to?`, `hideClosed?`	`{ contactGuid, fileName, mimeType, base64 }`

Invoices & reminders

Tool	Description	Key arguments	Returns
`list_invoices`	List/search invoices. Drafts ignore the date filter.	`organizationId`, `status?` (array of `Draft`/`Booked`/`Paid`/`OverPaid`/`Overdue`), `startDate?`/`endDate?`, `freeTextSearch?`, `contactGuid?`, `externalReference?`, `descriptionContains?`, `changesSince?`, `deletedOnly?`, `sort?` (`VoucherNumber`/`VoucherDate`/`Status`/`Contact`), `sortOrder?` (`ascending`/`descending`, default `descending`), `page`, `pageSize`	`{ items, pagination }`
`list_invoices_overdue`	Outstanding receivables: invoices past payment date. With `includeNotYetDue: true` it also returns booked invoices that are not yet due. Newest voucher date first.	`organizationId`, `includeNotYetDue?`, `page`, `pageSize`	`{ items, pagination }`
`get_invoice`	Full single invoice: product lines, totals/VAT, FIK code, mailout status.	`organizationId`, `invoiceGuid`	invoice object
`download_invoice_pdf`	Invoice PDF (base64). PDFs exist only for booked invoices. The tool description instructs the model not to call it in a plain chat (where the base64 cannot become a file) and to send the user to Dinero instead.	`organizationId`, `invoiceGuid`	`{ invoiceGuid, fileName, mimeType, base64 }`
`list_invoice_payments`	Payments on an invoice, with paid/remaining amounts.	`organizationId`, `invoiceGuid`	payments object
`calculate_invoice_totals`	Read-via-POST calculator: computes totals/VAT/payment date for a prospective set of lines. Persists nothing.	`organizationId`, `productLines[]` (each: `accountNumber`, `baseAmountValue`, `quantity`, `description` or `productGuid`, `discount` 0–100 default 0, `unit` default `parts`), `contactGuid?`, `date?`, `currency?` (default `DKK`), `showLinesInclVat?` (default false), `paymentConditionType?` (`Netto`/`NettoCash`/`CurrentMonthOut`/`Paid`), `paymentConditionNumberOfDays?`	computed totals object
`list_invoice_mailouts`	Delivery/engagement history for an invoice (received/opened/bounced, download count).	`organizationId`, `invoiceGuid`, `includeSms?`, `changesSince?`	`{ count, mailouts[] }`
`list_invoice_reminders`	All reminders (rykkere, max 3) for one booked invoice: fee, interest, accumulated fees.	`organizationId`, `invoiceGuid`, `changesSince?`	`{ count, reminders[] }`
`get_invoice_reminder`	One reminder with full fee/interest breakdown incl. Danish legal text. `reminderId` is the reminder’s `id` from `list_invoice_reminders`, not its 1–3 number.	`organizationId`, `invoiceGuid`, `reminderId`	reminder object
`download_invoice_reminder_pdf`	A reminder as PDF (base64).	`organizationId`, `invoiceGuid`, `reminderId`	`{ …, fileName, mimeType, base64 }`
`get_next_invoice_reminder`	Preview of the next reminder Dinero would generate for an overdue invoice. Persists nothing.	`organizationId`, `invoiceGuid`	reminder preview object
`preview_invoice_reminder`	Read-via-POST calculator: reminder preview for a chosen date and fee/interest toggles. Persists nothing.	`organizationId`, `invoiceGuid`, `date`, `withFee`, `withInterestFee`, `withCompensationFee`, `withDebtCollectionWarning`	reminder preview object

Sales: credit notes & trade offers

Tool	Description	Key arguments	Returns
`list_sales`	All sales vouchers in one feed: invoices and credit notes (`type` tells them apart).	`organizationId` + same filter surface as `list_invoices` (incl. `status?` as an array)	`{ items, pagination }`
`list_credit_notes`	List sales credit notes (kreditnotaer).	same filter surface as `list_sales`	`{ items, pagination }`
`get_credit_note`	Full single credit note incl. `creditNoteFor` (the credited invoice guid).	`organizationId`, `creditNoteGuid`	credit note object
`download_credit_note_pdf`	Booked credit note as PDF (base64).	`organizationId`, `creditNoteGuid`	`{ creditNoteGuid, fileName, mimeType, base64 }`
`list_credit_note_payments`	Payments/settlement of a booked credit note.	`organizationId`, `creditNoteGuid`	payments object
`list_credit_note_mailouts`	Delivery history for a credit note.	`organizationId`, `creditNoteGuid`, `changesSince?`	`{ count, mailouts[] }`
`list_trade_offers`	List/search trade offers (tilbud). There is no server-side status filter: `status` filters the returned page client-side.	`organizationId`, `status?` (array of `Draft`/`Invoiced`/`CustomerAccepted`/`CustomerDeclined`/`UserAccepted`/`UserDeclined`), `contactNameContains?`, `descriptionContains?`, `externalReference?`, `currency?`, `number?`, `date?`, `freeTextSearch?`, `changesSince?`, `deletedOnly?`, `sort?` (`TradeOfferNumber`/`TradeOfferDate`/`Status`/`ContactName`), `sortOrder?`, `page`, `pageSize`	`{ items, pagination }`
`get_trade_offer`	Full single trade offer: lines, totals, status, history timeline, `generatedVouchers`.	`organizationId`, `tradeOfferGuid`	trade offer object
`download_trade_offer_pdf`	A trade offer as PDF (base64).	`organizationId`, `tradeOfferGuid`	`{ tradeOfferGuid, fileName, mimeType, base64 }`
`list_trade_offer_mailouts`	Delivery log for a trade offer.	`organizationId`, `tradeOfferGuid`, `includeSms?`, `changesSince?`	`{ count, mailouts[] }`

Purchases, products & files

Dinero has no list endpoint for purchase vouchers, purchase credit notes or manual vouchers: they are fetched by guid. Discover guids via list_entries (with a voucherType filter), get_purchase_vouchers_by_file, or known references. All PDF and file downloads are capped at 6 MB.

Tool	Description	Key arguments	Returns
`get_purchase_voucher`	One purchase voucher (køb) by guid: status, dates, contact, lines, totals, attached fileGuid.	`organizationId`, `voucherGuid`	voucher object
`get_purchase_voucher_payments`	Payments on a credit purchase voucher / purchase credit note.	`organizationId`, `voucherGuid`	`{ count, payments[] }`
`get_purchase_vouchers_by_file`	Reverse lookup: `fileGuid` → guid(s) of purchase voucher(s) referencing it.	`organizationId`, `fileGuid`	`{ fileGuid, voucherGuids[] }`
`get_purchase_credit_note`	One purchase credit note by guid.	`organizationId`, `creditNoteGuid`	voucher object
`get_manual_voucher`	One manual voucher by guid: lines, balancing accounts/VAT, FX, booking metadata.	`organizationId`, `voucherGuid`	manual voucher object
`list_products`	The product register (varekartotek) with prices, units, account mapping.	`organizationId`, `search?`, `productNumber?`, `externalReference?`, `changesSince?`, `deletedOnly?`, `page`, `pageSize`	`{ items, pagination }`
`get_product`	One product by guid (incl. the comment field the list omits).	`organizationId`, `productGuid`	product object
`list_files`	The file archive (uploaded receipts/docs): name, extension, size, upload date/user, linked vouchers.	`organizationId`, `extensions?` (string array, e.g. `["pdf","png"]`), `uploadedAfter?`, `uploadedBefore?`, `fileStatus?` (`All`/`Used`/`Unused`, default `All`), `page`, `pageSize`	`{ count, hasMore, files[] }`
`download_file`	Download an archive file (receipt image/PDF) as base64.	`organizationId`, `fileGuid`	`{ fileGuid, base64 }`
`list_document_attachments`	Attachments bound to a sales document (invoice/trade offer/credit note).	`organizationId`, `documentGuid`	`{ documentGuid, count, attachments[] }`

Code examples

{
  "name": "dinero__list_invoices_overdue",
  "arguments": { "organizationId": 123456, "includeNotYetDue": false }
}

{
  "name": "dinero__get_saldo_balance_report",
  "arguments": { "organizationId": 123456, "accountingYear": "2025" }
}

{
  "name": "dinero__get_contact_state_of_account",
  "arguments": { "organizationId": 123456, "contactGuid": "…", "hideClosed": true }
}

Errors

A failed Dinero call returns a normal tools/call result with isError: true and the fixed text Tool invocation failed.. The upstream reason is not passed to the client. Common causes:

The grant was revoked at Visma or could not be refreshed. Call connect_account for a fresh connect link, or open the connector in the portal, click Disconnect connector (Afbryd connector in the Danish UI) and connect it again. That button applies only to the first portal; for an extra portal, call connect_account on that portal’s endpoint (for example /dinero-2/mcp). The portal keeps showing the connector as connected until you do.
The organization is not on Dinero Pro, or the connected Visma user cannot reach that organizationId.
Dinero’s rate limit of about 100 requests per minute per organization. A 429 is retried once after about 2.5 seconds, then the call fails.
An invalid argument: a wrong date or changesSince format, startDate without endDate, a single quote in a filter value, a pageSize above 1000, or a scalar where an array is expected (status, extensions).
A file over 6 MB, or a call that exceeds the 15-second upstream timeout.

4xx responses from Dinero are never retried. To narrow a failure down: if validate_connection also fails, reconnect; if it succeeds, check organizationId and isPro in list_organizations. Platform refusals return their own explanatory text instead: no Dinero subscription (with a purchase link), account not connected yet (with a connect link), or no seat for your user (an administrator assigns one under Team). See Errors & limits.

Introduction

Connect an MCP client

API reference

API reference: Dinero

Shared conventions

organizationId

Filters & dates

Read-via-POST calculators

PDFs and files

Organizations & reference

Bookkeeping & accounting

Contacts

Invoices & reminders

Sales: credit notes & trade offers

Purchases, products & files

Code examples

Errors

​Shared conventions

​organizationId

​Pagination

​Filters & dates

​Read-via-POST calculators

​PDFs and files

​Organizations & reference

​Bookkeeping & accounting

​Contacts

​Invoices & reminders

​Sales: credit notes & trade offers

​Purchases, products & files

​Code examples

​Errors

Shared conventions

organizationId

Pagination

Filters & dates

Read-via-POST calculators

PDFs and files

Organizations & reference

Bookkeeping & accounting

Contacts

Invoices & reminders

Sales: credit notes & trade offers

Purchases, products & files

Code examples

Errors