> ## Documentation Index
> Fetch the complete documentation index at: https://docs.consile.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# API reference: Dinero
> All 52 read-only tools in the Dinero connector: organisations, bookkeeping reports, contacts, invoices, credit notes, trade offers, purchases, products and files. Covers the shared organizationId requirement, pagination shapes and filter rules.
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](/connect/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__` 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](/developers/errors-and-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.
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.
```json theme={null}
// 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`.
0-based page index.
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
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.
Accounting year **name** as Dinero returns it (e.g. `"2025"`), from
`list_accounting_years`.
| 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
```json Request: list_invoices_overdue theme={null}
{
"name": "dinero__list_invoices_overdue",
"arguments": { "organizationId": 123456, "includeNotYetDue": false }
}
```
```json Request: get_saldo_balance_report theme={null}
{
"name": "dinero__get_saldo_balance_report",
"arguments": { "organizationId": 123456, "accountingYear": "2025" }
}
```
```json Request: get_contact_state_of_account (open items) theme={null}
{
"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](/developers/errors-and-limits).