Tools

Which tools an assistant sees depends on the key's scopes. It can always ask alphacount_capabilities for the list that applies to its key.

The server's own tools

Tool	What it does
`alphacount_capabilities`	lists what the key allows: each action with its description, parameters, risk level, whether it needs approval, and whether it is a direct tool
`alphacount_agent_start`	hands a task in plain language to AlphaCount's agent; returns a `thread_id` and the result — or an interrupt that waits for an approval or an answer
`alphacount_agent_resume`	continues an interrupted run with `thread_id` and the decisions — see below
`list_entities`, `select_entity`	the companies the key reaches, and the one to work on — offered when there is more than one

alphacount_agent_resume takes decisions as JSON. For an approval (alphacount_approval):

{ "decisions": [{ "tool_call_id": "…", "decision": "approve", "reason": "checked the amounts" }] }

For a question (alphacount_question), the answers by question id — an option's value, a list of values, a number, text, or a date as YYYY-MM-DD:

{ "answers": { "legal_form": "gmbh", "employees": 3 } }

Direct tools

137 tools the assistant calls itself.

Accounting and taxes (28)

Action	MCP tool	Risk	Approval	Scope
Load chart of accounts	`get_accounts_list`	R0	—	`read:accounting`
Read advisor return	`get_advisor_return`	R0	—	`read:accounting`
Load fixed assets	`list_assets`	R0	—	`read:accounting`
Load booking	`get_buchung`	R0	—	`read:accounting`
Load bookings	`list_buchungen`	R0	—	`read:accounting`
Load pending reviews	`list_pending_reviews`	R0	—	`read:accounting`
List commissions	`list_commission_entries`	R0	—	`read:accounting`
List payouts	`list_commission_payouts`	R0	—	`read:accounting`
View statement	`get_commission_statement`	R0	—	`read:accounting`
List statements	`list_commission_statements`	R0	—	`read:accounting`
Read analysis	`get_finance_analysis`	R0	—	`read:accounting`
List analyses	`list_finance_analyses`	R0	—	`read:accounting`
Compare plan with actual	`compare_finance_analysis_with_actuals`	R0	—	`read:accounting`
Look at the datasets for calculations	`list_finance_datasets`	R0	—	`read:accounting`
Read opening balances	`list_fiscal_year_balances`	R0	—	`read:accounting`
Load the status of a period	`get_period_status`	R0	—	`read:accounting`
Export report as file	`export_report`	R0	—	`read:exports`
Load report	`get_accounting_report`	R0	—	`read:exports`
Get the multi-year comparison	`get_report_comparison`	R0	—	`read:accounting`
Load dashboard data	`get_dashboard_data`	R0	—	`read:accounting`
Get the forecast	`get_forecast`	R0	—	`read:accounting`
Get key figures over the years	`get_financial_metrics`	R0	—	`read:accounting`
Read SaaS metrics	`get_saas_metrics`	R0	—	`read:accounting`
Load the evidence behind a VAT return figure	`get_ustva_nachweis`	R0	—	`read:accounting`
Calculate employer cost	`employer_cost_for_salary`	R0	—	`read:accounting`
Run a scenario	`simulate_scenario`	R0	—	`read:accounting`
Solve for a goal	`solve_scenario`	R0	—	`read:accounting`
Check statutory reserve	`get_ug_reserve_status`	R0	—	`read:accounting`

Agent skills (1)

Action	MCP tool	Risk	Approval	Scope
Load skills	`list_agent_skills`	R0	—	`read:agent`

Agent tasks (4)

Action	MCP tool	Risk	Approval	Scope
Load agent run	`get_agent_run`	R0	—	`read:agent`
Load agent runs	`list_agent_runs`	R0	—	`read:agent`
Load agent plan	`get_agent_task`	R0	—	`read:agent`
Load agent plans	`list_agent_tasks`	R0	—	`read:agent`

Bank transactions (10)

Action	MCP tool	Risk	Approval	Scope
Load bank accounts	`list_bank_accounts`	R0	—	`read:transactions`
Load payment providers	`list_payment_provider_accounts`	R0	—	`read:transactions`
Find matching withdrawal	`find_cash_withdrawals`	R0	—	`read:transactions`
Read cash book	`get_cash_book`	R0	—	`read:transactions`
Check whether a receipt fits a payment	`check_document_fit`	R0	—	`read:transactions`
Export transactions to Excel	`export_transactions`	R0	—	`read:transactions`
Load transaction details	`get_transaction_details`	R0	—	`read:transactions`
Load account transactions	`get_bank_transactions`	R0	—	`read:transactions`
Propose match	`propose_transaction_match`	R0	—	`read:transactions`
Search transactions	`search_transactions`	R0	—	`read:transactions`

Documents (11)

Action	MCP tool	Risk	Approval	Scope
Load tax office letter	`get_authority_letter`	R0	—	`read:documents`
Load comments	`list_comments`	R0	—	`read:tasks`
Export documents to Excel	`export_documents`	R0	—	`read:documents`
Load document details	`get_document_details`	R0	—	`read:documents`
Read a document's private payment	`get_document_partner_allocation`	R0	—	`read:documents`
Read a document's standing terms	`get_standing_document`	R0	—	`read:documents`
Import receipt from link	`import_document_from_url`	R1	—	`write:documents`
List privately paid documents	`list_partner_allocations`	R0	—	`read:documents`
Propose document solution	`propose_document_solution`	R0	—	`read:documents`
Search documents	`search_documents`	R0	—	`read:documents`
Create receipt upload link	`create_document_upload_link`	R1	—	`write:documents`

General (4)

Action	MCP tool	Risk	Approval
Read context	`get_current_context`	R0	—
Search help	`search_help`	R0	—
Show reasoning	`show_reasoning`	R0	—
Search the web	`web_search`	R0	—

Integrations (6)

Action	MCP tool	Risk	Approval	Scope
Load inbox address	`get_inbox_address`	R0	—	`read:integrations`
Load emails	`list_emails`	R0	—	`read:integrations`
Read email	`read_email`	R0	—	`read:integrations`
View move	`get_migration`	R0	—	`read:integrations`
Load portal logins	`list_portal_logins`	R0	—	`read:integrations`
Check Stripe connection	`get_stripe_connect_status`	R0	—	`read:integrations`

Invoicing (14)

Action	MCP tool	Risk	Approval	Scope
View contract	`get_contract`	R0	—	`read:accounting`
List contracts	`list_contracts`	R0	—	`read:accounting`
Load dunning settings	`get_dunning_config`	R0	—	`read:accounting`
Load dunning templates	`list_dunning_templates`	R0	—	`read:accounting`
Check invoice details	`check_invoice_master_data`	R0	—	`read:accounting`
Load invoice	`get_invoice`	R0	—	`read:accounting`
Load receivables	`get_receivables_status`	R0	—	`read:accounting`
Load invoices	`list_invoices`	R0	—	`read:accounting`
Derive template from customer PDF	`import_invoice_template_pdf`	R0	—	`read:accounting`
Load invoice templates	`list_invoice_templates`	R0	—	`read:accounting`
Load projects	`list_projects`	R0	—	`read:accounting`
View quote	`get_quote`	R0	—	`read:accounting`
List quotes	`list_quotes`	R0	—	`read:accounting`
Load unbilled time	`get_unbilled_time`	R0	—	`read:accounting`

Master data (12)

Action	MCP tool	Risk	Approval	Scope
Load tax office contacts	`list_authority_contacts`	R0	—	`read:masterdata`
List agreements	`list_commission_agreements`	R0	—	`read:masterdata`
List attributions	`list_commission_attributions`	R0	—	`read:masterdata`
List conditions	`list_commission_conditions`	R0	—	`read:masterdata`
View partner	`get_commission_partner`	R0	—	`read:masterdata`
List partners	`list_commission_partners`	R0	—	`read:masterdata`
Preview customers from Stripe	`preview_stripe_customers`	R0	—	`read:masterdata`
Search customers	`search_customers`	R0	—	`read:masterdata`
Load institutions	`list_institutions`	R0	—	`read:masterdata`
Preview products from Stripe	`preview_stripe_products`	R0	—	`read:masterdata`
Search products	`search_products`	R0	—	`read:masterdata`
Search suppliers	`search_suppliers`	R0	—	`read:masterdata`

Organization (9)

Action	MCP tool	Risk	Approval	Scope
Check credits	`get_credit_balance`	R0	—	`read:organization`
Load organization	`get_organization_info`	R0	—	`read:organization`
Read settings	`get_organization_settings`	R0	—	`read:organization`
Load cloud connections	`list_cloud_connections`	R0	—	`read:organization`
Load team	`list_team_members`	R0	—	`read:organization`
Load the setup status	`get_setup_status`	R0	—	`read:organization`
Load the next setup questions	`get_setup_questions`	R0	—	`read:organization`
Check the setup answers	`plan_setup_answers`	R0	—	`read:organization`
Read invitations	`list_team_invitations`	R0	—	`read:organization`

Payroll (14)

Action	MCP tool	Risk	Approval	Scope
Load employee details	`get_payroll_employee`	R0	—	`read:payroll`
Load employees	`list_payroll_employees`	R0	—	`read:payroll`
Propose social security status	`propose_payroll_sv_status`	R0	—	`read:payroll`
Load payroll overview	`get_payroll_overview`	R0	—	`read:payroll`
Load filings	`list_payroll_filings`	R0	—	`read:payroll`
Preview wage tax return	`preview_payroll_lsta`	R0	—	`read:payroll`
Read hand-overs	`list_payroll_handovers`	R0	—	`read:payroll`
Read monthly input	`get_payroll_month_inputs`	R0	—	`read:payroll`
Show direct debit mandates	`list_payroll_mandates`	R0	—	`read:payroll`
Load payroll run	`get_payroll_run`	R0	—	`read:payroll`
Load payroll runs	`list_payroll_runs`	R0	—	`read:payroll`
Read payroll settings	`get_payroll_settings`	R0	—	`read:payroll`
Show social insurance report	`get_payroll_sv_message`	R0	—	`read:payroll`
Show social insurance reports	`list_payroll_sv_messages`	R0	—	`read:payroll`

Tasks (3)

Action	MCP tool	Risk	Approval	Scope
Open task	`get_task`	R0	—	`read:tasks`
Load tasks	`list_tasks`	R0	—	`read:tasks`
Load assignees	`list_task_assignees`	R0	—	`read:tasks`

Tax filings (21)

Action	MCP tool	Risk	Approval	Scope
Load deadlines	`list_compliance_tasks`	R0	—	`read:accounting`
Load deadline rules	`get_compliance_rules`	R0	—	`read:accounting`
Load transmitted ELSTER record	`get_elster_transmission`	R0	—	`read:accounting`
Load tax advisor reviews	`list_elster_reviews`	R0	—	`read:accounting`
Load ELSTER transmissions	`list_elster_transmissions`	R0	—	`read:accounting`
Preview tax return	`get_elster_filing_preview`	R0	—	`read:accounting`
Load the checklist before filing	`get_elster_filing_readiness`	R0	—	`read:accounting`
Load ELSTER status	`get_elster_status`	R0	—	`read:accounting`
Read holdings for the tax return	`get_est_holdings`	R0	—	`read:accounting`
Read household services of the tax return	`get_est_household_services`	R0	—	`read:accounting`
Read tax return master data	`get_est_master_data`	R0	—	`read:accounting`
Read the insurance contributions of the tax return	`get_est_provisions`	R0	—	`read:accounting`
Read tax return questionnaire	`get_est_questionnaire`	R0	—	`read:accounting`
Read rental properties for the tax return	`get_est_rentals`	R0	—	`read:accounting`
Read church tax and donations of the tax return	`get_est_special_expenses`	R0	—	`read:accounting`
Preview income tax return	`get_est_filing_preview`	R0	—	`read:accounting`
Record business meal	`record_bewirtung`	R2	yes	`write:accounting`
Record business trip	`record_business_trip`	R2	yes	`write:accounting`
Record private investment income	`record_kapitalertraege`	R2	yes	`write:accounting`
Record personal tax item	`record_private_tax_entry`	R2	yes	`write:accounting`
Get tax forecast	`get_tax_forecast`	R0	—	`read:accounting`

Agent actions

252 actions the agent carries out through alphacount_agent_start, each with its risk level and approval.

Accounting and taxes (43)

Action	action_id	Risk	Approval	Scope
Annotate account	`account.annotate`	R1	—	`write:accounting`
Take advisor return back	`advisor_return.discard`	R2	yes	`write:accounting`
Take over the tax advisor's entries	`advisor_return.import_bookings`	R2	yes	`write:accounting`
Run a calculation	`analysis.run_code`	R0	—	`read:accounting`
Take asset into the register	`asset.activate`	R2	yes	`write:accounting`
Book depreciation	`asset.book_depreciation`	R2	yes	`write:accounting`
Create fixed asset	`asset.create`	R2	yes	`write:accounting`
Discard proposed asset	`asset.delete`	R3	yes	`write:accounting`
Propose assets from entries	`asset.detect`	R1	—	`write:accounting`
Dispose of asset	`asset.dispose`	R3	yes	`write:accounting`
Change fixed asset	`asset.update`	R2	yes	`write:accounting`
Confirm booking	`buchung.confirm`	R2	yes	`write:accounting`
Confirm several entries	`buchung.confirm_many`	R2	yes	`write:accounting`
Create booking	`buchung.create`	R2	yes	`write:accounting`
Delete booking	`buchung.delete`	R3	yes	`write:accounting`
Delete several draft entries	`buchung.delete_many`	R3	yes	`write:accounting`
Generate bookings	`buchung.generate`	R2	yes	`write:accounting`
Charge VAT after the fact	`buchung.nachversteuern`	R3	yes	`write:accounting`
Rebook entry	`buchung.rebook`	R3	yes	`write:accounting`
Reverse booking	`buchung.storno`	R3	yes	`write:accounting`
Change booking	`buchung.update`	R2	yes	`write:accounting`
Take over earlier payments	`commission.backfill`	R1	—	`write:accounting`
Recompute commissions	`commission.recompute`	R1	—	`write:accounting`
Cancel payout	`commission_payout.cancel`	R1	—	`write:accounting`
Prepare payouts	`commission_payout.prepare`	R1	—	`write:accounting`
Cancel statement	`commission_statement.cancel`	R3	yes	`write:accounting`
Discard draft	`commission_statement.discard`	R1	—	`write:accounting`
Issue statement	`commission_statement.issue`	R3	yes	`write:accounting`
Prepare statements	`commission_statement.prepare`	R1	—	`write:accounting`
Record objection	`commission_statement.record_objection`	R2	yes	`write:accounting`
Send statement	`commission_statement.send`	R3	yes	`write:accounting`
Create analysis	`finance_analysis.create`	R1	—	`write:accounting`
Delete analysis	`finance_analysis.delete`	R2	yes	`write:accounting`
Recompute analysis	`finance_analysis.recompute`	R1	—	`write:accounting`
Set analysis status	`finance_analysis.set_status`	R1	—	`write:accounting`
Update analysis	`finance_analysis.update`	R1	—	`write:accounting`
Set opening bank balance	`fiscal_year.set_opening_balance`	R2	yes	`write:accounting`
Discard move	`migration.discard`	R2	yes	`write:accounting`
Take over bookings from the move	`migration.import_bookings`	R2	yes	`write:accounting`
Export DATEV batch	`report.export_datev`	R1	—	`write:exports`
Adjust the forecast	`report.set_forecast_adjustment`	R1	—	`write:accounting`
Take a plan over into the forecast	`report.set_forecast_plan`	R1	—	`write:accounting`
Book statutory reserve	`ug_reserve.book`	R2	yes	`write:accounting`

Agent knowledge (3)

Action	action_id	Risk	Approval	Scope
Forget knowledge	`agent_knowledge.forget`	R3	yes	`write:agent`
Remember knowledge	`agent_knowledge.remember`	R1	—	`write:agent`
Search knowledge	`agent_knowledge.search`	R0	—	`read:agent`

Agent skills (5)

Action	action_id	Risk	Approval	Scope
Create personal skill	`agent_skill.create_personal`	R1	—	`write:agent`
Load company skill	`agent_skill.load`	R0	—	`read:agent`
Publish skill	`agent_skill.publish`	R2	yes	`write:agent`
Read a company skill file	`agent_skill.read_file`	R0	—	`read:agent`
Update skill draft	`agent_skill.update_draft`	R1	—	`write:agent`

Agent tasks (2)

Action	action_id	Risk	Approval	Scope
Create agent plan	`agent_task.create`	R1	—	`write:agent`
Update agent plan	`agent_task.update`	R1	—	`write:agent`

Bank transactions (27)

Action	action_id	Risk	Approval	Scope
Fetch transactions from the bank	`bank.sync`	R1	—	`write:transactions`
Assign bank account to a company	`bank_account.assign_entity`	R2	yes	`write:transactions`
Add account	`bank_account.create`	R2	yes	`write:transactions`
Delete account	`bank_account.delete`	R2	yes	`write:transactions`
Open cash box	`cash.open_kasse`	R1	—	`write:transactions`
Document paid in cash	`cash.pay_document`	R2	yes	`write:transactions`
Record cash movement	`cash.record_movement`	R2	yes	`write:transactions`
Reverse cash movement	`cash.reverse_movement`	R2	yes	`write:transactions`
Cash between bank and cash box	`cash.transfer`	R2	yes	`write:transactions`
Accept transaction	`transaction.accept`	R2	yes	`write:transactions`
Accept match	`transaction.accept_match`	R2	yes	`write:transactions`
Split payment across documents	`transaction.accept_split`	R2	yes	`write:transactions`
Assign payments to an account	`transaction.assign_bank_account`	R2	yes	`write:transactions`
Attach the receipt that followed	`transaction.attach_receipt`	R2	yes	`write:transactions`
Start auto-matching	`transaction.auto_match`	R1	—	`write:transactions`
Book missing payment entries	`transaction.backfill_bookings`	R2	yes	`write:accounting`
Book without receipt — receipt to follow	`transaction.book_without_receipt`	R2	yes	`write:transactions`
Delete several transactions	`transaction.delete_many`	R3	yes	`write:transactions`
Issue self-issued receipt	`transaction.issue_eigenbeleg`	R2	yes	`write:transactions`
Match transaction	`transaction.match`	R2	yes	`write:transactions`
Reprocess transaction	`transaction.reprocess`	R1	—	`write:transactions`
Find match	`transaction.run_matching_workflow`	R1	—	`write:transactions`
Save transaction feedback	`transaction.save_feedback`	R1	—	`write:transactions`
Set account	`transaction.set_account`	R2	yes	`write:transactions`
Set booking text	`transaction.set_booking_text`	R2	yes	`write:transactions`
Undo acceptance	`transaction.unaccept`	R3	yes	`write:transactions`
Remove match	`transaction.unmatch`	R3	yes	`write:transactions`

Documents (32)

Action	action_id	Risk	Approval	Scope
Read tax office letter	`authority_letter.analyze`	R1	—	`write:documents`
File reply as PDF	`authority_letter.file_draft`	R1	—	`write:documents`
Draft reply to the tax office	`authority_letter.save_draft`	R1	—	`write:documents`
Save findings and plan for the letter	`authority_letter.update`	R1	—	`write:documents`
Write comment	`comment.create`	R1	—	`write:tasks`
Remove comment	`comment.delete`	R1	—	`write:tasks`
Correct comment	`comment.update`	R1	—	`write:tasks`
Accept classification	`document.accept_classification`	R2	yes	`write:documents`
Assign a document to a partner	`document.allocate_to_partner`	R2	yes	`write:accounting`
Answer the question about a document	`document.answer_question`	R2	yes	`write:documents`
Apply classification to several documents	`document.batch_apply_classification`	R2	yes	`write:documents`
Correct classification	`document.correct_classification`	R2	yes	`write:documents`
Delete document	`document.delete`	R3	yes	`write:documents`
Delete several documents	`document.delete_many`	R3	yes	`write:documents`
File image as document	`document.file_chat_attachment`	R1	—	`write:documents`
Link document to transaction	`document.link_transaction`	R1	—	`write:documents`
Move document	`document.move`	R2	yes	`write:documents`
Move document to another company	`document.move_entity`	R2	yes	`write:documents`
Process document	`document.process`	R1	—	`write:documents`
Process several documents	`document.process_many`	R1	—	`write:documents`
Undo a document's private payment	`document.remove_partner_allocation`	R3	yes	`write:accounting`
Remove a document's standing terms	`document.remove_standing_terms`	R2	yes	`write:accounting`
Reprocess document	`document.reprocess`	R1	—	`write:documents`
Process credit note	`document.run_credit_note_workflow`	R1	—	`write:documents`
Map import columns	`document.run_import_mapping_workflow`	R1	—	`write:documents`
Process incoming invoice	`document.run_incoming_invoice_workflow`	R1	—	`write:documents`
Process other document	`document.run_other_document_workflow`	R1	—	`write:documents`
Process outgoing invoice	`document.run_outgoing_invoice_workflow`	R1	—	`write:documents`
Make a document a standing document	`document.set_standing_terms`	R2	yes	`write:accounting`
Unlink document from transaction	`document.unlink_transaction`	R3	yes	`write:documents`
Update document data	`document.update_extracted_data`	R2	yes	`write:documents`
Update document notes	`document.update_metadata`	R1	—	`write:documents`

General (3)

Action	action_id	Risk	Approval	Scope
Ask a question	`conversation.ask`	R0	—
Plan the work	`conversation.plan`	R0	—
Send feedback to the AlphaCount team	`feedback.send`	R3	yes	`write:organization`

Integrations (4)

Action	action_id	Risk	Approval	Scope
Delete mail	`email.delete`	R3	yes	`write:integrations`
File mail attachments as documents	`email.process`	R1	—	`write:documents`
Send mail	`email.send`	R3	yes	`write:integrations`
Fetch invoices from the portal	`portal.fetch_now`	R1	—	`write:integrations`

Invoicing (41)

Action	action_id	Risk	Approval	Scope
Activate contract	`contract.activate`	R2	yes	`write:accounting`
Bill contract	`contract.bill_now`	R3	yes	`write:accounting`
Give notice on contract	`contract.cancel`	R2	yes	`write:accounting`
Create contract	`contract.create`	R2	yes	`write:accounting`
Pause contract	`contract.pause`	R2	yes	`write:accounting`
Record usage	`contract.record_usage`	R2	yes	`write:accounting`
Change contract	`contract.update`	R2	yes	`write:accounting`
Send the e-invoice of a Stripe invoice	`document.send_e_invoice`	R3	yes	`write:accounting`
Send dunning notice	`dunning.send`	R3	yes	`write:accounting`
Configure dunning	`dunning.update_config`	R2	yes	`write:accounting`
Create dunning template	`dunning_template.create`	R2	yes	`write:accounting`
Delete dunning template	`dunning_template.delete`	R2	yes	`write:accounting`
Change dunning template	`dunning_template.update`	R2	yes	`write:accounting`
Create invoice draft	`invoice.create_draft`	R2	yes	`write:accounting`
Create cancellation invoice	`invoice.create_storno`	R3	yes	`write:accounting`
Delete invoice draft	`invoice.delete_draft`	R3	yes	`write:accounting`
Issue invoice	`invoice.issue`	R3	yes	`write:accounting`
Record payment	`invoice.record_payment`	R2	yes	`write:accounting`
Book Skonto and close invoice	`invoice.resolve_skonto`	R2	yes	`write:accounting`
Send invoice	`invoice.send`	R3	yes	`write:accounting`
Change invoice draft	`invoice.update_draft`	R2	yes	`write:accounting`
Delete invoice template	`invoice_template.delete`	R2	yes	`write:accounting`
Design invoice template	`invoice_template.design`	R2	yes	`write:accounting`
Remove logo from invoice template	`invoice_template.remove_logo`	R2	yes	`write:accounting`
Change invoice template	`invoice_template.update`	R2	yes	`write:accounting`
Bill time	`project.bill_time`	R2	yes	`write:accounting`
Create project	`project.create`	R2	yes	`write:accounting`
Delete project	`project.delete`	R3	yes	`write:accounting`
Change project	`project.update`	R2	yes	`write:accounting`
Create quote	`quote.create`	R2	yes	`write:accounting`
Record decline	`quote.decline`	R1	—	`write:accounting`
Delete quote draft	`quote.discard`	R1	—	`write:accounting`
Record acceptance	`quote.mark_accepted`	R2	yes	`write:accounting`
Send quote	`quote.send`	R3	yes	`write:accounting`
Change quote	`quote.update`	R2	yes	`write:accounting`
Withdraw quote	`quote.withdraw`	R1	—	`write:accounting`
Delete time entry	`time_entry.delete`	R2	yes	`write:accounting`
Log time	`time_entry.log`	R1	—	`write:accounting`
Start timer	`time_entry.start_timer`	R1	—	`write:accounting`
Stop timer	`time_entry.stop_timer`	R1	—	`write:accounting`
Correct time entry	`time_entry.update`	R1	—	`write:accounting`

Master data (31)

Action	action_id	Risk	Approval	Scope
Delete tax office contact	`authority_contact.delete`	R3	yes	`write:masterdata`
Save tax office contact	`authority_contact.save`	R2	yes	`write:masterdata`
Create agreement	`commission_agreement.create`	R2	yes	`write:masterdata`
Update agreement	`commission_agreement.update`	R2	yes	`write:masterdata`
Confirm attribution	`commission_attribution.confirm`	R2	yes	`write:masterdata`
Attribute customer to partner	`commission_attribution.create`	R2	yes	`write:masterdata`
End attribution	`commission_attribution.end`	R2	yes	`write:masterdata`
Create condition	`commission_condition.create`	R2	yes	`write:masterdata`
Update condition	`commission_condition.update`	R2	yes	`write:masterdata`
Archive partner	`commission_partner.archive`	R2	yes	`write:masterdata`
Create partner	`commission_partner.create`	R2	yes	`write:masterdata`
Update partner	`commission_partner.update`	R2	yes	`write:masterdata`
Create customer	`customer.create`	R2	yes	`write:masterdata`
Delete customer	`customer.delete`	R3	yes	`write:masterdata`
Import customers	`customer.import`	R2	yes	`write:masterdata`
Link outgoing invoices to customer	`customer.link_documents`	R2	yes	`write:masterdata`
Update customer	`customer.update`	R2	yes	`write:masterdata`
Create institution	`institution.create`	R2	yes	`write:masterdata`
Delete institution	`institution.delete`	R3	yes	`write:masterdata`
Change institution	`institution.update`	R2	yes	`write:masterdata`
Propose revenue account	`product.classify_revenue_account`	R2	yes	`write:masterdata`
Create product	`product.create`	R2	yes	`write:masterdata`
Delete product	`product.delete`	R3	yes	`write:masterdata`
Import products	`product.import`	R2	yes	`write:masterdata`
Accept revenue account	`product.set_revenue_account_accepted`	R2	yes	`write:masterdata`
Update product	`product.update`	R2	yes	`write:masterdata`
Create supplier	`supplier.create`	R2	yes	`write:masterdata`
Delete supplier	`supplier.delete`	R3	yes	`write:masterdata`
Import suppliers	`supplier.import`	R2	yes	`write:masterdata`
Move supplier to another account	`supplier.reassign_account`	R2	yes	`write:masterdata` `write:accounting`
Update supplier	`supplier.update`	R2	yes	`write:masterdata`

Organization (10)

Action	action_id	Risk	Approval	Scope
Add company	`legal_entity.create`	R2	yes	`write:organization`
Change invoice address	`legal_entity.set_mailbox_address`	R2	yes	`write:organization`
Change company master data	`legal_entity.update`	R2	yes	`write:organization`
Remove company logo	`organization.remove_logo`	R2	yes	`write:masterdata`
Set the export format	`organization.set_export_format`	R1	—	`write:organization`
Take the company logo from a link	`organization.set_logo_from_url`	R2	yes	`write:masterdata`
Change organization profile	`organization.update_profile`	R2	yes	`write:organization`
Change automation settings	`organization.update_settings`	R2	yes	`write:organization`
Close set-up step	`setup_task.set_status`	R1	—	`write:organization`
Invite person	`team.invite`	R3	yes	`write:organization`

Payroll (26)

Action	action_id	Risk	Approval	Scope
Add company car	`employee.add_company_car`	R2	yes	`write:payroll`
Add pay component	`employee.add_component`	R2	yes	`write:payroll`
Create employee	`employee.create`	R2	yes	`write:payroll`
End pay component	`employee.end_component`	R2	yes	`write:payroll`
Change contract	`employee.set_contract`	R2	yes	`write:payroll`
Record exit	`employee.set_exit`	R2	yes	`write:payroll`
Record reporting data	`employee.set_personal_data`	R2	yes	`write:payroll`
Change social security status	`employee.set_sv_status`	R2	yes	`write:payroll`
Change tax data	`employee.set_tax_data`	R2	yes	`write:payroll`
Fetch ELStAM	`payroll_filing.fetch_elstam`	R2	yes	`write:payroll`
Transmit ELStAM filing	`payroll_filing.transmit_elstam`	R3	yes	`write:payroll`
Transmit wage tax return	`payroll_filing.transmit_lsta`	R3	yes	`write:payroll`
Validate ELStAM filing	`payroll_filing.validate_elstam`	R1	—	`write:payroll`
Validate wage tax return	`payroll_filing.validate_lsta`	R1	—	`write:payroll`
Hand over to tax advisor	`payroll_handover.create`	R1	—	`write:payroll`
Record monthly input	`payroll_input.upsert`	R1	—	`write:payroll`
Revoke direct debit mandate	`payroll_mandate.revoke`	R2	yes	`write:payroll`
Record direct debit mandate	`payroll_mandate.upsert`	R2	yes	`write:payroll`
Approve payroll run	`payroll_run.approve`	R3	yes	`write:payroll`
Calculate payroll run	`payroll_run.calculate`	R2	yes	`write:payroll`
Cancel payroll run	`payroll_run.cancel`	R2	yes	`write:payroll`
Create payroll run	`payroll_run.create`	R2	yes	`write:payroll`
Submit payroll run for approval	`payroll_run.submit`	R2	yes	`write:payroll`
Update employer social insurance data	`payroll_settings.update`	R2	yes	`write:payroll`
Mark social insurance report as submitted	`sv_message.mark_submitted`	R2	yes	`write:payroll`
Refresh social insurance reports	`sv_message.sync`	R1	—	`write:payroll`

Tasks (3)

Action	action_id	Risk	Approval	Scope
Complete task	`task.complete`	R1	—	`write:tasks`
Assign task	`task.create`	R1	—	`write:tasks`
Change task	`task.update`	R1	—	`write:tasks`

Tax filings (22)

Action	action_id	Risk	Approval	Scope
Create deadlines and duties	`compliance_task.generate`	R1	—	`write:accounting`
Update deadline	`compliance_task.update`	R1	—	`write:accounting`
Request tax advisor review	`elster_filing.request_review`	R3	yes	`write:accounting`
Send transmission protocol to tax advisor	`elster_filing.send_protocol`	R3	yes	`write:accounting`
Record the place of management	`elster_filing.set_management_place`	R2	yes	`write:accounting`
Transmit to tax office	`elster_filing.transmit`	R3	yes	`write:accounting`
Validate tax return	`elster_filing.validate`	R1	—	`write:accounting`
Answer tax return questionnaire	`est_filing.answer_questionnaire`	R2	yes	`write:accounting`
Remove a rental property	`est_filing.delete_rental_property`	R2	yes	`write:accounting`
Save the details of a holding	`est_filing.set_holding`	R2	yes	`write:accounting`
Save household services of the tax return	`est_filing.set_household_services`	R2	yes	`write:accounting`
Save tax return master data	`est_filing.set_master_data`	R2	yes	`write:accounting`
Save the insurance contributions of the tax return	`est_filing.set_provisions`	R2	yes	`write:accounting`
Save a rental property	`est_filing.set_rental_property`	R2	yes	`write:accounting`
Save church tax and donations of the tax return	`est_filing.set_special_expenses`	R2	yes	`write:accounting`
Transmit income tax return	`est_filing.transmit`	R3	yes	`write:accounting`
Validate income tax return	`est_filing.validate`	R1	—	`write:accounting`
Set extrapolation method	`est_forecast.set_method`	R1	—	`write:accounting`
Set insurance profile	`est_insurance_profile.set`	R2	yes	`write:accounting`
Mark prepayment paid	`est_prepayment.mark_paid`	R2	yes	`write:accounting`
Record prepayment notice	`est_prepayment.record_notice`	R2	yes	`write:accounting`
Record trade tax prepayment notice	`est_prepayment.record_trade_tax_notice`	R2	yes	`write:accounting`

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