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).

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.

Dinero’s public API requires a Dinero Pro subscription on the organisation. Non-Pro organisations return 403 on every call except list_organizations and validate_connection (both only enumerate organisations, so they work without Pro; check isPro there). The connector surfaces the 403 as DineroProRequiredError. Access tokens are refreshed silently; a revoked grant surfaces as AccessTokenExpiredError (“reconnect required”). See 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 organisation” stored.

integer

required

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

Pagination

List tools come in two shapes. Tools backed by a Dinero collection endpoint return an envelope; tools that slice a bare array return a flat page.

// 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 }

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). Dinero hard-caps pageSize at 1000.

Filters & dates

string (ISO 8601 UTC)

On supported list tools, return only records changed at/after this timestamp. Use it for incremental pulls.

Free-text filter values cannot contain a single quote ('): Dinero’s filter syntax wraps the value in single quotes with no escape, so such a clause is rejected with a friendly error. 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.

Organisations & reference

Tool	Description	Key arguments	Returns
`list_organizations`	Dinero organisations 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, so use the report tools.	`organizationId`, `category?`, `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 + balance sheet). The workhorse 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 ints)	`{ accountingYear, accounts[], notFound[] }`
`list_entries`	Posted bookkeeping entries for a date range within one accounting year. The discovery path for purchase/manual voucher guids.	`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?`, `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 + dated entries with a running balance. `hideClosed=true` = open-items view (“what does this customer owe?”).	`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. `status` is a 5-value filter (Draft/Booked/Paid/OverPaid/Overdue). Drafts ignore the date filter.	`organizationId`, `status?`, `startDate?`/`endDate?`, `freeTextSearch?`, `contactGuid?`, `externalReference?`, `descriptionContains?`, `changesSince?`, `deletedOnly?`, `sort?`, `sortOrder?`, `page`, `pageSize`	`{ items, pagination }`
`list_invoices_overdue`	Outstanding receivables: invoices past payment date.	`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.	`organizationId`, `invoiceGuid`	`{ invoiceGuid, fileName, mimeType, base64 }`
`list_invoice_payments`	Payments on an invoice + paid/remaining amounts.	`organizationId`, `invoiceGuid`	payments object
`calculate_invoice_totals`	Read-via-POST calculator: compute totals/VAT/payment date for a prospective set of lines. Persists nothing.	`organizationId`, `productLines[]`, `contactGuid?`, `date?`, `currency?`, …	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.	`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 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 + 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`	`{ 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). No server-side status filter: `status` filters the returned page client-side.	`organizationId`, `status?`, `contactNameContains?`, `descriptionContains?`, `externalReference?`, `currency?`, `number?`, `date?`, `freeTextSearch?`, `changesSince?`, `deletedOnly?`, `sort?`, `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.

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 (kassekladde) 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?`, `uploadedAfter?`, `uploadedBefore?`, `fileStatus?`, `page`, `pageSize`	`{ count, hasMore, files[] }`
`download_file`	Download an archive file (receipt image/PDF) as base64. Capped at 6 MB.	`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 }
}

Error contract: 401 → reconnect required (AccessTokenExpiredError); 403 → no Dinero Pro or no access to that org (DineroProRequiredError); 429 → rate limit (≈100 requests/min/org; retried once, then DineroRateLimitError); 480 → a deprecated Dinero endpoint. 4xx responses are never retried. See Errors & limits.

Introduction

Connect an MCP client

API reference

API reference: Dinero

Shared conventions

organizationId

Filters & dates

Read-via-POST calculators

Organisations & reference

Bookkeeping & accounting

Contacts

Invoices & reminders

Sales: credit notes & trade offers

Purchases, products & files

Code examples

​Shared conventions

​organizationId

​Pagination

​Filters & dates

​Read-via-POST calculators

​Organisations & reference

​Bookkeeping & accounting

​Contacts

​Invoices & reminders

​Sales: credit notes & trade offers

​Purchases, products & files

​Code examples

Shared conventions

organizationId

Pagination

Filters & dates

Read-via-POST calculators

Organisations & reference

Bookkeeping & accounting

Contacts

Invoices & reminders

Sales: credit notes & trade offers

Purchases, products & files

Code examples