API reference: Uniconta

All Uniconta tools are read-only and are called via tools/call over POST /uniconta/mcp. The connector is connected with an API key: a dedicated Uniconta Server-Login User (username + password) plus a Company ID, with no OAuth. See Forbind Uniconta.

Endpoint: https://mcp.consile.ai/uniconta/mcp. Uniconta is its own named connector with only its own tools. The transport namespaces each tool as uniconta__<tool> (e.g. uniconta__get_account_balance); your AI assistant invokes these for you, so the names below are the bare tool names.

This connector is read-only by construction: every read is the uniform POST /Query/Get/{Entity} request plus the company list, and the client never calls a create/update/delete or posting endpoint. Uniconta is one of our read-only data connectors. Your AI can read your figures but can never change, create or delete anything, so there are no confirm-gated tools.

Shared parameters

Most list tools accept a row cap; several support search, exact-account and date-range filtering; and the high-volume reads (list_inventory_items, query) add server-side sorting, paging and connector-side projection.

integer

default:"50"

Max rows to return. The connector’s own input schema caps this at 1000 (client-side).

string

Name search. Wildcards are added automatically (acme becomes *acme*); pass your own * to control matching. Available on the debtor, creditor, G/L-account and inventory list tools.

string

Exact account number to filter on (debtor, creditor or G/L account, depending on the tool).

string (YYYY-MM-DD)

Inclusive date range, e.g. "2025-01-01" / "2025-12-31". Available on the invoice, transaction and posting list tools.

integer

Rows to skip SERVER-side before the page is returned (maps to Uniconta’s Skip). Use with limit and follow the result’s nextOffset to page. Available on list_inventory_items, list_inventory_transactions and query.

string[]

Return ONLY these properties per row (connector-side projection that trims the payload on wide entities). Available on list_inventory_items and query. Custom fields only exist on the …ClientUser entity variants.

Result shape

A plain list result is { entity, count, total, items: [...] }, where total is the full row count before the limit cap and count is the number of rows returned. When a tool runs a server-side sort or page it fetches only one page, so the full count is unknown: total is omitted and the result carries truncated: true on a full page. offset and nextOffset are added only when the request itself passed an offset; a sort-only read (no offset) returns truncated: true on a full page without any cursor. A fields projection that names a property present in no returned row echoes it in unknownFields.

Companies

list_companies

List the Uniconta companies the connected Server-Login User can access (CompanyId, name, CVR/registration number, country). Arguments: none. Returns { count, companies: [...] }.

Debtors (customers)

list_debtors

List debtors (customers) with account, name, address, currency, balance (CurBalance), overdue and credit limit.

string

Name search (wildcards added automatically).

string

Exact debtor account number.

string

CVR / registration number (CompanyRegNo).

integer

default:"50"

list_debtor_open_items

Open (unpaid) debtor items (accounts-receivable / aging view): account, voucher, invoice, due date and AmountOpen (outstanding).

string

Exact debtor account number.

integer

default:"50"

list_debtor_invoices

Issued customer invoices (debitorfakturaer): InvoiceNumber, account, dates, net/VAT/total amounts and Paid flag.

string

Exact debtor account number.

string (YYYY-MM-DD)

From date; pairs with toDate as a range.

string (YYYY-MM-DD)

integer

default:"50"

list_debtor_orders

Sales orders (salgsordrer): OrderNumber, account, name, amounts and status.

string

Exact debtor account number.

integer

default:"50"

list_debtor_transactions

A debtor’s posted ledger movements (debitorposteringer): date, voucher, invoice, amount and text. Read from the central GLTransClient table filtered on DCAccount. For the unpaid/overdue view with due dates and outstanding amounts use list_debtor_open_items instead.

string

Exact debtor account number (matched on DCAccount).

string (YYYY-MM-DD)

integer

default:"50"

Creditors (suppliers)

list_creditors

Creditors (suppliers) for accounts-payable / spend questions: account, name, currency, balance, overdue and payment method.

string

Name search (wildcards added automatically).

string

Exact creditor account number.

integer

default:"50"

list_creditor_open_items

Open (unpaid) creditor items (accounts-payable view): account, voucher, due date and outstanding amount.

string

Exact creditor account number.

integer

default:"50"

list_creditor_transactions

A creditor’s posted ledger movements (kreditorposteringer): date, voucher, invoice, amount and text. Read from the central GLTransClient table filtered on DCAccount. For the unpaid/overdue view use list_creditor_open_items instead.

string

Exact creditor account number (matched on DCAccount).

string (YYYY-MM-DD)

integer

default:"50"

Finance / general ledger

list_gl_accounts

The chart of accounts (kontoplan): Account, Name, AccountType, Balance and this-year / last-year figures.

string

Account name search (wildcards added automatically).

string

Exact G/L account number.

integer

default:"50"

get_account_balance

Read one G/L account’s balance and this-year figures by account number: the direct “balance of account X” answer. Returns the single matching account row, or null if no account matches.

string

required

G/L account number, e.g. "1010".

list_gl_transactions

General-ledger postings (finansposteringer): date, account, voucher, text, amount, VAT and transaction type.

string

Exact G/L account number.

string (YYYY-MM-DD)

integer

default:"50"

list_vat_codes

VAT / moms codes with rates (Vat, Name, Rate, Account, VatType), needed to interpret VAT on invoices and postings.

integer

default:"50"

Inventory (products)

list_inventory_items

Products / inventory items (varer): Item, Name, prices (sales/cost/purchase), unit, group, EAN and quantity on stock. Optionally sort server-side (fetches only the top-N, not the whole catalogue), page with offset, trim wide rows with fields, and set includeCustomFields to read the InvItemClientUser variant so the company’s own custom/user-defined fields come along. Uniconta stores no creation date on items, so “newest created product” is not answerable here (use list_recently_added_items).

string

Product name search (wildcards added automatically).

string

Exact item number.

string

Exact product group code.

boolean

default:"false"

Read the InvItemClientUser entity variant so the company’s custom/user-defined item fields are included in each row (they are absent on the base entity).

enum

One of item, name, sales_price, cost_price, quantity, last_movement. Sorts server-side and returns only the top-N (per limit). Uniconta has no item creation date, so last_movement is the date of the last stock movement.

boolean

default:"true"

true = highest/newest first (default); false = ascending.

integer

default:"50"

integer

Server-side paging (follow nextOffset).

string[]

Return only these properties per row.

list_product_groups

Inventory product groups (Group, Name) used to categorise items.

integer

default:"50"

list_inventory_transactions

Inventory postings / stock movements (lagerposteringer) from InvTransClient: Item, ItemName, Date, Qty (NEGATIVE on a sale), DCAccount (the debtor/creditor on the line), AccountName, InvoiceNumber, NetAmount and MovementType. This is how you read the actual sales lines for an item (qty < 0) with their invoice date and customer. To count units sold in a product group, first get the item numbers via list_inventory_items (group=…), then call this filtered to those items plus the date range and sum the negative Qty.

string

Item number (exact). Multiple via Uniconta list syntax, e.g. "1001;1002;1003".

string

Debtor/creditor account on the line (DCAccount).

string (YYYY-MM-DD)

integer

default:"50"

integer

Server-side paging (follow nextOffset).

Advanced

query

The read-only escape-hatch: fetch rows for any Uniconta Query entity with raw filters. Use it for entities not covered by a dedicated tool (e.g. "ProjectClient"). Read-only by construction: it only ever issues POST /Query/Get/{entity}, never a write. Optionally sort server-side via orderBy (returns only the top-N per limit), page with offset, and trim wide rows with fields. Custom/user-defined fields are only returned, and only filterable, on the …ClientUser entity variants (e.g. InvItemClientUser); on the base entity a filter on a custom field is silently ignored. For per-group totals across a whole table, prefer aggregate.

string

required

Uniconta entity / table name, e.g. "DebtorClient", "GLTransClient". Use the …ClientUser variant (e.g. "InvItemClientUser") to include custom fields.

array

default:"[]"

Uniconta query filters; empty means all rows. Each filter is { "PropertyName": string, "FilterValue": string }. FilterValue can be exact, a wildcard (*abc*), a range (a..b) or a list (a;b;c).

string

Property to sort by server-side, e.g. "Item" or "Date".

boolean

default:"true"

When orderBy is set: true = descending (default), false = ascending.

integer

default:"50"

integer

Server-side paging (follow nextOffset).

string[]

Return only these properties per row.

aggregate

Group and sum any Uniconta Query entity inside the connector. It pages through all matching rows server-side (1000 rows/page, up to 50 pages, roughly 50,000 rows) and returns ONLY the per-group totals, e.g. contribution margin per product group across a 17k-item catalogue in one call. Uniconta has no server-side aggregation, so this is the sanctioned way past the per-call row limit. Pure pass-through: rows are folded into the running totals and discarded, nothing is stored. It rejects groupings over 1000 groups, and if the result says truncated: true you should narrow the filters or date range rather than retry.

string

required

Uniconta Query entity, e.g. "InvTransClient" or "InvItemClientUser" (the …ClientUser variant is required for custom/user-defined fields).

array

default:"[]"

Filters applied BEFORE aggregating; empty means all rows.

string[]

default:"[]"

Properties to group by (max 3), e.g. ["Group"]. Empty means one grand-total row.

string[]

default:"[]"

Numeric properties to sum per group (max 10). Unparseable values are skipped and counted in the result’s nonNumeric tally (never summed as 0).

string

default:"Date"

Property the fromDate/toDate range filters on.

string (YYYY-MM-DD)

string

Stable sort key while paging, recommended on large tables so Skip-based pages do not overlap or miss rows.

Returns { entity, groupCount, rowsScanned, pages, truncated, groups: [{ key, count, sums }] }. nonNumeric is included only when it is non-empty, and there is no groupBy key in the result.

Opt-in data layer

list_recently_added_items

List the inventory items Consile saw appear most recently (newest first). Uniconta stores no item creation date, so this is backed by Consile’s opt-in data layer uniconta.first_seen, which the tenant must enable in the portal (Konto, Datalag). Timestamps are “first seen by Consile after opt-in”, not Uniconta creation dates, so items that existed before opt-in share the initial baseline. With the data layer not enabled the tool returns a structured data_layer_not_enabled hint (never data) so your AI can point you to the portal toggle.

string (ISO)

Only items first seen on/after this date, e.g. "2026-01-01".

integer

default:"50"

Code examples

{
  "name": "uniconta__get_account_balance",
  "arguments": { "account": "1010" }
}

{
  "name": "uniconta__list_debtor_open_items",
  "arguments": { "account": "10100", "limit": 100 }
}

{
  "name": "uniconta__aggregate",
  "arguments": {
    "entity": "InvTransClient",
    "groupBy": ["Item"],
    "sum": ["Qty", "NetAmount"],
    "fromDate": "2026-01-01",
    "toDate": "2026-12-31"
  }
}

{
  "name": "uniconta__query",
  "arguments": {
    "entity": "GLTransClient",
    "filters": [{ "PropertyName": "Date", "FilterValue": "2025-01-01..2025-12-31" }],
    "orderBy": "Date",
    "limit": 200
  }
}

This connector vaults the Server-Login User (username + password) and Company ID with no upstream validation at connect time, so an invalid credential, a user that is not a Server-Login User, or a wrong Company ID surfaces here as a “reconnect required” error on the first call rather than at connect. Each upstream call has a 15-second timeout, and the session JWT is a 1-hour artefact minted per tool call and never stored. See Errors & limits.

Introduction

Connect an MCP client

API reference

API reference: Uniconta

Shared parameters

Result shape

Companies

list_companies

Debtors (customers)

list_debtors

list_debtor_open_items

list_debtor_invoices

list_debtor_orders

list_debtor_transactions

Creditors (suppliers)

list_creditors

list_creditor_open_items

list_creditor_transactions

Finance / general ledger

list_gl_accounts

get_account_balance

list_gl_transactions

list_vat_codes

Inventory (products)

list_inventory_items

list_product_groups

list_inventory_transactions

Advanced

query

aggregate

Opt-in data layer

list_recently_added_items

Code examples

​Shared parameters

​Result shape

​Companies

​list_companies

​Debtors (customers)

​list_debtors

​list_debtor_open_items

​list_debtor_invoices

​list_debtor_orders

​list_debtor_transactions

​Creditors (suppliers)

​list_creditors

​list_creditor_open_items

​list_creditor_transactions

​Finance / general ledger

​list_gl_accounts

​get_account_balance

​list_gl_transactions

​list_vat_codes

​Inventory (products)

​list_inventory_items

​list_product_groups

​list_inventory_transactions

​Advanced

​query

​aggregate

​Opt-in data layer

​list_recently_added_items

​Code examples

Shared parameters

Result shape

Companies

list_companies

Debtors (customers)

list_debtors

list_debtor_open_items

list_debtor_invoices

list_debtor_orders

list_debtor_transactions

Creditors (suppliers)

list_creditors

list_creditor_open_items

list_creditor_transactions

Finance / general ledger

list_gl_accounts

get_account_balance

list_gl_transactions

list_vat_codes

Inventory (products)

list_inventory_items

list_product_groups

list_inventory_transactions

Advanced

query

aggregate

Opt-in data layer

list_recently_added_items

Code examples