append_company_note
ChatGPTAppend a lasting bookkeeping fact to the active company's description. Everyone with company access can read it; do not store private client notes here. Operates on the active company the authenticated user can open, or on the company named in company for this call.
attach_bookkeeping_file
ChatGPTAttach the stored file name to a transaction or journal entry identified by ref or matching transaction fields, or to a reconciliation identified by account and its statement end date alone. Does not upload a new file. Operates on the active company the authenticated user can open, or on the company named in company for this call.
books_glance
ChatGPTThe active company's books at a glance: last month and year to date against the prior period, cash, what waits in To Review, reconciliations and through when, month-end entries, the chart of accounts with what each category holds, what looks off, and the company's "How we keep these books" notes, which everyone on the company sees. Read it first; answer from it when it covers the question.
cancel_pending_bank_connection
ChatGPTCancel this user's pending bank-connection attempt identified by bank name before its accounts are added to the books. Operates on the active company the authenticated user can open, or on the company named in company for this call.
change_category_type
ChatGPTChange the accounting type of named categories. This changes their financial-report classification and recalculates affected ledger amounts. Operates on the active company the authenticated user can open, or on the company named in company for this call.
create_bank_account
ChatGPTCreate a non-connected bookkeeping bank or credit card account, with an optional opening amount. This does not open a financial account at a bank. Operates on the active company the authenticated user can open, or on the company named in company for this call.
create_categories
ChatGPTCreate chart-of-accounts categories. Supply name or names, account type, and optional parent. Types: Revenue, COGS, Expense, Other Revenue, Other Expense, Asset, Liability, Equity. Operates on the active company the authenticated user can open, or on the company named in company for this call.
create_categorization_rule
ChatGPTCreate a rule that categorizes matching incoming transactions. when and match define conditions; set defines category, payee and optional autoPost. autoPost enables posting without review. before names the rule this one should precede; new rules otherwise rank last. Operates on the active company the authenticated user can open, or on the company named in company for this call. Creating a rule also reapplies saved rules to eligible existing To Review transactions, changing their categories or payees and posting matches when autoPost is enabled.
create_company
ChatGPTCreate a new Switchbooks company and its initial chart of accounts for the authenticated user. This changes no existing company and cannot be undone through the connector.
create_journal_entries
ChatGPTCreate journal entries for adjustments, accruals, payroll or depreciation. Each line names an account with debit or credit; debits must equal credits. entries creates several entries in one call. Operates on the active company the authenticated user can open, or on the company named in company for this call.
create_payees
ChatGPTCreate payees by name or names for the active company. Operates on the active company the authenticated user can open, or on the company named in company for this call.
delete_categories
ChatGPTDelete named categories, or unused categories when unusedOnly is true. The deletion can be undone. Operates on the active company the authenticated user can open, or on the company named in company for this call.
delete_categorization_rules
ChatGPTDelete named categorization rules, stopping their future application. This can be undone. Operates on the active company the authenticated user can open, or on the company named in company for this call.
delete_journal_entries
ChatGPTDelete selected journal entries and their ledger lines. Deletion can be undone. Operates on the active company the authenticated user can open, or on the company named in company for this call.
delete_payees
ChatGPTDelete named payees, or unused payees when unusedOnly is true. This can be undone. Operates on the active company the authenticated user can open, or on the company named in company for this call.
delete_transactions
ChatGPTDelete selected bank or credit card transactions and their associated bookkeeping reflection. This can be undone. Operates on the active company the authenticated user can open, or on the company named in company for this call.
finish_reconciliation
ChatGPTReconcile the selected account against its statement date and ending amount. Checks the preview and completes only if the statement ties. This changes reconciliation state. Operates on the active company the authenticated user can open, or on the company named in company for this call.
forecast_financials
ChatGPTCalculate a financial forecast for the active company using its accounting data and the requested horizon. A forecast is an estimate; no accounting records are changed. Operates on the active company the authenticated user can open, or on the company named in company for this call.
get_switchbooks_info
ChatGPTRead Switchbooks product and bookkeeping guidance for a topic selected by name. Use the topic values in the input schema to understand supported workflows, including journal entries, reports, reconciliation, payroll, and loans.
inspect_bank_account
ChatGPTInspect the named bank or credit card account and compare its bank balance with its book balance. Operates on the active company the authenticated user can open, or on the company named in company for this call.
link_credit_card_subaccounts
ChatGPTLink the sub-card accounts in names under the main card account name in the chart of accounts. Reconciliation of the main card covers the linked sub-cards. Operates on the active company the authenticated user can open, or on the company named in company for this call.
list_bank_accounts
ChatGPTList bank and credit card accounts from the chart of accounts, including connected and non-connected accounts. Operates on the active company the authenticated user can open, or on the company named in company for this call.
list_bookkeeping_changes
ChatGPTList recent agent bookkeeping change batches and their identifiers for the active company and connection. Operates on the active company the authenticated user can open, or on the company named in company for this call.
list_bookkeeping_files
ChatGPTList stored bookkeeping files and their names for the active company. Does not import or delete files. Operates on the active company the authenticated user can open, or on the company named in company for this call.
list_categories
ChatGPTList or search chart-of-accounts categories and their account types. Set tree for hierarchy or unusedOnly for unused categories. Operates on the active company the authenticated user can open, or on the company named in company for this call.
list_categorization_rules
ChatGPTList the saved transaction categorization rules, optionally filtered by name or names. Operates on the active company the authenticated user can open, or on the company named in company for this call.
list_client_requests
ChatGPTRead recent owner requests, answers and uploaded file names for the active company. Requires accountant access. Operates on the active company the authenticated user can open, or on the company named in company for this call.
list_companies
ChatGPTList the Switchbooks companies available to the authenticated account, including their IDs, names, legal entity names, descriptions, and which company is currently active. Results identify the available company scope for subsequent bookkeeping reads.
list_company_team
ChatGPTList active-company team members and pending invitations. Does not change membership or permissions. Operates on the active company the authenticated user can open, or on the company named in company for this call.
list_journal_entries
ChatGPTSearch journal entries and inspect their accounting lines by reference, name, account or date range. Journal entries are separate from bank transactions. Operates on the active company the authenticated user can open, or on the company named in company for this call.
list_payees
ChatGPTList payees or find close spelling matches for name or names. unusedOnly restricts the result to payees with no usage. Operates on the active company the authenticated user can open, or on the company named in company for this call.
list_reconciliations
ChatGPTList the reconciliation history for the selected account or active company. Operates on the active company the authenticated user can open, or on the company named in company for this call.
list_transactions
ChatGPTSearch bank and credit card transactions by reference, description, amount, dates, account, category, payee, direction or state. pending means To Review; posted means posted to the ledger. Does not change records. Operates on the active company the authenticated user can open, or on the company named in company for this call.
manage_accounts
ChatGPTList the active company's bank and credit card accounts, including connected and non-connected accounts, or inspect an account to compare its bank and book balances. Set action to list or inspect. Complete bank sign-ins in Switchbooks.
manage_categories
ChatGPTList accounting categories for the active company, including their account types. Supply name or names to find categories, tree=true to view their hierarchy, or unusedOnly=true to find unused categories. Use offset to continue a paginated list. Set action to one of: list.
manage_changes
ChatGPTList recent batches of changes made by the Switchbooks agent in the active company. Use the history to understand what changed and when. Use offset to continue a paginated list; this connection cannot undo changes. Set action to one of: list.
manage_company
ChatGPTRead the active company's profile, including its name, legal entity name, business description, and billing status. Use read for the profile or team to list members and pending invitations. These actions do not change company settings or team access. Set action to one of: read, team.
manage_files
ChatGPTList stored bookkeeping files for the active company or read selected files by their exact name or names, or a connected checking or savings account's bank statement by account and date. List files first to obtain their names, then read the relevant documents. Use offset to continue a paginated result. This connection does not import files or change attachments. Set action to one of: list, read.
manage_journal_entries
ChatGPTFind journal entries in the active company and inspect their accounting lines. Filter by entry reference, name, account, or a date range using YYYY-MM-DD dates. Use offset to continue a paginated list. Journal entries are separate from bank and credit card transactions. Set action to one of: list.
manage_payees
ChatGPTList payees for the active company or find close spelling matches using name or names. Set unusedOnly=true to list payees with no usage. Use offset to continue a paginated list. Set action to one of: list.
manage_reconciliations
ChatGPTReview reconciliation history or compare an account with a statement ending date and balance. A preview identifies differences before a reconciliation is finished. Set action to one of: history, preview.
manage_reports
ChatGPTRead profit and loss (pnl), balance sheet (balanceSheet), cash flow (cashFlow), and trial balance (trialBalance, as of endDate) reports for the active company. Inspect supporting entries and totals, compare periods, summarize spending by payee, or generate forecasts. For an account ledger, use details with category set to the account name. The transactions, journalEntries, uncategorized, and generalLedger report values are spreadsheet exports, made in the Switchbooks web app. Dates use YYYY-MM-DD. Set action to one of: read, details, forecast.
manage_requests
ChatGPTRead recent requests to the active company's owner: questions, transactions to clarify and missing files, with answers and uploaded file names. Requires accountant access to the company. It does not create requests or send email on this connection. Set action to one of: list.
manage_rules
ChatGPTReview the active company's automatic transaction categorization rules, preview which pending transactions match proposed conditions or a saved rule, or identify patterns for suggested rules. Supply name or names to find existing rules by their words, the category or payee they set, or "#N" for the rule at rank N; set and unusedOnly narrow the list. Use when and match to define preview conditions. Previews and suggestions do not save rules or change transactions. Set action to one of: list, preview, suggest.
manage_transactions
ChatGPTSearch the active company's transactions, summarize bookkeeping activity, or request categorization suggestions. Filter by account, category, payee, description, amount, transaction reference, date, or state (pending, posted, or all). Use YYYY-MM-DD dates and offset for pagination. To review the whole company, use state=all without filters. Suggestions do not apply changes. Set action to one of: list, review, suggest.
match_transaction
ChatGPTPost and link the selected transaction to its matching accounting record. match names a possible_match returned by a lookup, or candidate selects its numbered option. Operates on the active company the authenticated user can open, or on the company named in company for this call.
merge_categories
ChatGPTMerge source categories in names into the destination category name, moving their accounting references. The merge can be undone. Operates on the active company the authenticated user can open, or on the company named in company for this call.
merge_payees
ChatGPTMerge the source payees in names into the destination name and move their accounting references. Merge only spellings of the same business; this can be undone. Operates on the active company the authenticated user can open, or on the company named in company for this call.
move_categories
ChatGPTMove named categories under parent in the chart hierarchy. An empty parent moves them to the top level; this does not change account types. Operates on the active company the authenticated user can open, or on the company named in company for this call.
post_transactions
ChatGPTCategorize and post selected To Review transactions to the ledger. items supports batches; a description posts all pending rows matching that description. set supplies new category or payee. Does not transfer money. Operates on the active company the authenticated user can open, or on the company named in company for this call.
preview_categorization_rule
ChatGPTPreview which pending transactions match rule conditions without saving a rule or changing transactions. Also shows how the books already filed the posted rows those words would catch (posted_history). Operates on the active company the authenticated user can open, or on the company named in company for this call.
preview_reconciliation
ChatGPTCompare an account with a statement end date and ending amount. exclude identifies rows not on the statement; file identifies the stored statement or none. Returns differences without completing reconciliation. Operates on the active company the authenticated user can open, or on the company named in company for this call.
read_bookkeeping_files
ChatGPTRead stored bookkeeping files by exact name or names. When bank statements are enabled, account and date can identify a shared bank statement. Does not modify the documents. Operates on the active company the authenticated user can open, or on the company named in company for this call.
read_company_profile
ChatGPTRead the active company's name, legal entity name, description and billing status. Operates on the active company the authenticated user can open, or on the company named in company for this call.
read_financial_report
ChatGPTRead profit and loss (pnl), balance sheet (balanceSheet), cash flow (cashFlow), or trial balance (trialBalance). Trial balance is as of endDate. Optional payee summarizes spending and money received by payee (total is spent, received is paid to the company); file compares a stored P&L. Returns financial data without changing books. Operates on the active company the authenticated user can open, or on the company named in company for this call.
read_report_details
ChatGPTRead the entries and totals behind a financial report category or payee. Set category to an account name to read its ledger. Does not export files or change records. Operates on the active company the authenticated user can open, or on the company named in company for this call.
reapply_categorization_rules
ChatGPTApply saved categorization rules again to eligible pending transactions. This can change their categories, payees and posting state. Operates on the active company the authenticated user can open, or on the company named in company for this call.
rename_bank_account
ChatGPTRename a bank or credit card account in the books; this does not rename the account at the bank. Operates on the active company the authenticated user can open, or on the company named in company for this call.
rename_bookkeeping_file
ChatGPTRename a stored bookkeeping file from name to newName without changing its contents. Operates on the active company the authenticated user can open, or on the company named in company for this call.
rename_category
ChatGPTRename the category identified by name to newName; existing accounting references remain linked. Operates on the active company the authenticated user can open, or on the company named in company for this call.
rename_company
ChatGPTChange the active company's display name and optionally its legal entity name. Does not change the user's login account. Operates on the active company the authenticated user can open, or on the company named in company for this call.
rename_payee
ChatGPTRename an existing payee from name to newName while retaining accounting references. Operates on the active company the authenticated user can open, or on the company named in company for this call.
review_transactions
ChatGPTSummarize bookkeeping activity and issues in matching transactions. For a whole-company review use state=all without other filters. Does not change records. Operates on the active company the authenticated user can open, or on the company named in company for this call.
set_account_opening_balance
ChatGPTPreview a change to the named account's opening balance, then apply the same preview with confirm=true. Changes an opening journal entry and the stored starting balance. Changes that would undo reconciliations are refused. Operates on the active company the authenticated user can open, or on the company named in company for this call.
set_bank_account_visibility
ChatGPTSet whether a bank or credit card account is hidden in the books. Existing accounting rows are retained. Operates on the active company the authenticated user can open, or on the company named in company for this call.
set_company
ChatGPTSelect the active company for this connection using a company ID, exact name, or unique name fragment from list_companies. Saves the company selection for subsequent bookkeeping reads without changing bookkeeping records. Only companies accessible to the authenticated account can be selected. When several agents share this connection, pin true keeps the active company from moving until pin false, so no agent switches another; each names any other company in the company field of its own calls.
split_transaction
ChatGPTSplit one selected transaction into accounting lines with category and amount, optionally payee and memo. The line amounts must match the transaction total. Operates on the active company the authenticated user can open, or on the company named in company for this call.
suggest_categorization_rules
ChatGPTFind transaction patterns suitable for categorization rules. Returns suggestions without saving rules or changing transactions. Operates on the active company the authenticated user can open, or on the company named in company for this call.
suggest_transaction_categories
ChatGPTSuggest accounting categories for selected transactions without applying any changes. Operates on the active company the authenticated user can open, or on the company named in company for this call.
undo_bookkeeping_change
ChatGPTUndo the named change batch, or this connection's latest change when name is omitted. Restores supported prior accounting state. Operates on the active company the authenticated user can open, or on the company named in company for this call.
undo_reconciliation
ChatGPTUndo a completed reconciliation identified by account, date or names, returning its rows to unreconciled state. This operation can itself be undone. Operates on the active company the authenticated user can open, or on the company named in company for this call.
unmatch_transaction
ChatGPTRemove an existing transaction match. The selected row returns to To Review while the other side remains posted. Operates on the active company the authenticated user can open, or on the company named in company for this call.
unpost_transactions
ChatGPTMove selected posted transactions back to To Review and remove their posted ledger reflection. Operates on the active company the authenticated user can open, or on the company named in company for this call.
update_categorization_rule
ChatGPTChange an existing categorization rule, or several with names and one set. An empty string in set clears that value; before names the rule this one should precede. autoPost changes automatic posting behavior. Operates on the active company the authenticated user can open, or on the company named in company for this call.
update_company_description
ChatGPTReplace the active company's business description and bookkeeping notes. Everyone with company access can read this description. Operates on the active company the authenticated user can open, or on the company named in company for this call.
update_journal_entry
ChatGPTEdit a journal entry identified by reference or name. Send only the fields being changed; replacement accounting lines must balance. Operates on the active company the authenticated user can open, or on the company named in company for this call.
update_transactions
ChatGPTEdit matching transactions. ref or exact fields select rows; items selects several. set holds new values; item category/payee overrides set. A filtered bulk edit runs with confirm; dryRun previews it first. Operates on the active company the authenticated user can open, or on the company named in company for this call.
books_glance
Claudeget_switchbooks_info
Claudelist_companies
Claudemanage_accounts
Claudemanage_categories
Claudemanage_changes
Claudemanage_company
Claudemanage_files
Claudemanage_journal_entries
Claudemanage_payees
Claudemanage_reconciliations
Claudemanage_reports
Claudemanage_requests
Claudemanage_rules
Claudemanage_transactions
Claudeset_company
Claude
