Fortnox

Delete a supplier from Fortnox. WARNING: This action cannot be undone. The supplier must not have any invoices. Args: - supplier_number (string): Supplier number to delete (required) Returns: Confirmation of deletion.

[LIMITED] Analyze expenses by account class. Returns category structure only. For actual expense data, use fortnox_account_activity with account_range={from: 4000, to: 8999}.

Retrieve detailed information about a specific account. Args: - account_number (number): The account number to retrieve (1000-9999, required) - response_format ('markdown' | 'json'): Output format Returns: Complete account details including description, VAT settings, and balances.

Retrieve information about the company connected to this Fortnox account. Returns company name, organisation number, addresses, contact details, and other company information. Args: - response_format ('markdown' | 'json'): Output format Returns: Company details including name, organisation number, address, and contact information.

Retrieve detailed information about a specific customer. Args: - customer_number (string): The customer number to retrieve (required) - response_format ('markdown' | 'json'): Output format Returns: Complete customer details including contact info, addresses, payment terms, and VAT settings.

Retrieve detailed information about a specific invoice including all line items. Args: - document_number (string): The invoice document number to retrieve (required) - response_format ('markdown' | 'json'): Output format Returns: Complete invoice details including customer info, dates, amounts, line items, and payment status.

Retrieve detailed information about a specific supplier. Args: - supplier_number (string): The supplier number to retrieve (required) - response_format ('markdown' | 'json'): Output format Returns: Complete supplier details including contact info, addresses, bank details, and payment terms.

Retrieve detailed information about a specific supplier invoice including all line items. Args: - given_number (string): The supplier invoice given number to retrieve (required) - response_format ('markdown' | 'json'): Output format Returns: Complete supplier invoice details including supplier info, dates, amounts, line items, and payment status.

Retrieve detailed information about a specific voucher including all accounting rows. IMPORTANT: The financial_year parameter uses Fortnox sequential IDs (1, 2, 3...), NOT calendar years. Use fortnox_list_financial_years first to find the correct ID for your target year. Args: - voucher_series (string): Voucher series (e.g., 'A') (required) - voucher_number (number): Voucher number within the series (required) - financial_year (number): Fortnox financial year ID (use fortnox_list_financial_years to find) - response_format ('markdown' | 'json'): Output format Returns: Complete vouc…

[LIMITED] Analyze gross margin trends. Returns formula and structure only. For actual margin data, use fortnox_account_activity with: - Revenue: account_range={from: 3000, to: 3999} - COGS: account_range={from: 4000, to: 4999}

Calculate summary statistics for invoices over a period. Answers questions like: - "What was my total revenue this month?" - "How many invoices did we send last quarter?" - "What's the average invoice amount this year?" - "Show me revenue breakdown by customer" Args: - period ('today' | 'yesterday' | 'this_week' | 'last_week' | 'this_month' | 'last_month' | 'this_quarter' | 'last_quarter' | 'this_year' | 'last_year'): Date period to analyze - from_date (string): Start date YYYY-MM-DD (ignored if period specified) - to_date (string): End date YYYY-MM-DD (ignored if period specified) -…

List accounts from the chart of accounts in Fortnox. Retrieves a paginated list of accounts with optional filtering. Args: - limit (number): Max results per page, 1-100 (default: 20) - page (number): Page number for pagination (default: 1) - search_description (string): Search accounts by description - from_account (number): Filter accounts from this number (1000-9999) - to_account (number): Filter accounts to this number (1000-9999) - response_format ('markdown' | 'json'): Output format Returns: List of accounts with account number, description, and active status. Examples: …

List customers from Fortnox accounting system. Retrieves a paginated list of customers with optional filtering by status, name, or customer number. Args: - limit (number): Max results per page, 1-100 (default: 20) - page (number): Page number for pagination (default: 1) - filter ('active' | 'inactive'): Filter by customer status - search_name (string): Search customers by name (partial match) - customer_number (string): Filter by specific customer number - organisation_number (string): Filter by organisation number - response_format ('markdown' | 'json'): Output format Returns…

List all financial years configured in Fortnox. IMPORTANT: Voucher tools (fortnox_list_vouchers, fortnox_account_activity, etc.) use Fortnox sequential IDs (1, 2, 3...) NOT calendar years. Use this tool first to find the correct ID. Example: If ID 4 maps to 2025-01-01 to 2025-12-31, use financial_year=4 in voucher tools. Args: - response_format ('markdown' | 'json'): Output format Returns: List of financial years with ID, date range, and accounting method.

List invoices from Fortnox accounting system. Retrieves a paginated list of invoices with optional filtering by status, customer, date range, or amount. Supports convenience period filters and can fetch all results for large datasets. Args: - limit (number): Max results per page, 1-100 (default: 20) - page (number): Page number for pagination (default: 1) - filter ('cancelled' | 'fullypaid' | 'unpaid' | 'unpaidoverdue' | 'unbooked'): Filter by invoice status - customer_number (string): Filter by customer number - from_date (string): Filter invoices from this date (YYYY-MM-DD) - t…

List sales offers/quotes with filtering by status, customer, date range. Filter: cancelled, expired, ordercreated, ordernotcreated.

List sales orders with filtering by status, customer, date range. Filter: cancelled, expired, invoicecreated, invoicenotcreated.

List supplier invoices (accounts payable) from Fortnox. Retrieves a paginated list of supplier invoices with optional filtering by status, supplier, date range, or amount. Args: - limit (number): Max results per page, 1-100 (default: 20) - page (number): Page number for pagination (default: 1) - filter ('cancelled' | 'fullypaid' | 'unpaid' | 'unpaidoverdue' | 'unbooked' | 'pendingpayment'): Filter by invoice status - supplier_number (string): Filter by supplier number - from_date (string): Filter invoices from this date (YYYY-MM-DD) - to_date (string): Filter invoices to this dat…

List suppliers from Fortnox accounting system. Retrieves a paginated list of suppliers with optional filtering. Args: - limit (number): Max results per page, 1-100 (default: 20) - page (number): Page number for pagination (default: 1) - filter ('active' | 'inactive'): Filter by supplier status - search_name (string): Search suppliers by name (partial match) - response_format ('markdown' | 'json'): Output format Returns: List of suppliers with supplier number, name, email, city, and organisation number.

List available voucher series in Fortnox. Voucher series are used to categorize vouchers (e.g., 'A' for manual entries, 'B' for bank, etc.). Args: - response_format ('markdown' | 'json'): Output format Returns: List of voucher series with code, description, and whether manual entries are allowed.

List vouchers (accounting entries) from Fortnox. Retrieves a paginated list of vouchers with optional filtering. IMPORTANT: The financial_year parameter uses Fortnox sequential IDs (1, 2, 3...), NOT calendar years. Use fortnox_list_financial_years first to find the correct ID for your target year. Args: - limit (number): Max results per page, 1-100 (default: 20) - page (number): Page number for pagination (default: 1) - voucher_series (string): Filter by voucher series (e.g., 'A', 'B') - financial_year (number): Fortnox financial year ID (use fortnox_list_financial_years to find) …

Analyze order pipeline and backlog. Shows pending vs invoiced orders grouped by status, customer, or month.

Generate an accounts payable aging report for unpaid supplier invoices. Answers questions like: - "What supplier invoices are overdue?" - "How much do we owe each supplier?" - "Show me aging breakdown of payables" - "Which supplier invoices over 10,000 SEK are unpaid?" Args: - min_amount (number): Only include invoices >= this amount - supplier_number (string): Filter by specific supplier - group_by ('supplier' | 'age_bucket' | 'both'): How to group report (default: both) - include_details (boolean): Include individual invoice list (default: true) - response_format ('markdown' | 'j…

Compare business metrics (revenue, invoice count, etc.) between two time periods with percentage changes.

Analyze product/customer sales performance. Returns top performers ranked by revenue, quantity, or invoice count.

[LIMITED] Analyze profitability by project. Returns project list only. For actual project financials, use fortnox_account_activity with project filtering on vouchers.

Analyze sales funnel from offers to orders to invoices. Shows counts, values, and conversion rates at each stage.

Search vouchers by description text. IMPORTANT: The financial_year parameter uses Fortnox sequential IDs (1, 2, 3...), NOT calendar years. Use fortnox_list_financial_years first to find the correct ID for your target year. Performs client-side text search across voucher descriptions. Args: - search_text (string): Text to search for in voucher descriptions (min 2 chars) - financial_year (number): Fortnox financial year ID (use fortnox_list_financial_years to find) - period ('today' | ... | 'last_year'): Convenience date period filter - from_date (string): Filter vouchers from this da…

Send an invoice to the customer via email. The invoice will be sent to the email address configured for the customer. Args: - document_number (string): Invoice document number to send (required) - response_format ('markdown' | 'json'): Output format Returns: Confirmation that the email was sent.

Identify top customers by various metrics. Answers questions like: - "Who are my top 10 customers by revenue?" - "Which customers have the most invoices?" - "Who has the highest unpaid balance?" - "What's the average invoice size per customer?" Args: - metric ('total_amount' | 'invoice_count' | 'unpaid_amount' | 'average_invoice'): How to rank customers (default: total_amount) - period ('today' | ... | 'last_year'): Date period to analyze - from_date (string): Start date YYYY-MM-DD (ignored if period specified) - to_date (string): End date YYYY-MM-DD (ignored if period specified) -…

Generate an accounts receivable aging report for unpaid invoices. Answers questions like: - "What invoices are overdue?" - "How much is owed by each customer?" - "Show me aging breakdown of receivables" - "Which invoices over 10,000 SEK are unpaid?" Args: - min_amount (number): Only include invoices >= this amount - customer_number (string): Filter by specific customer - group_by ('customer' | 'age_bucket' | 'both'): How to group report (default: both) - include_details (boolean): Include individual invoice list (default: true) - response_format ('markdown' | 'json'): Output format…

Update an existing account in the chart of accounts. Args: - account_number (number): Account number to update (required) - description (string): Account description - vat_code (string): VAT code - active (boolean): Whether the account is active - cost_center_settings ('ALLOWED' | 'MANDATORY' | 'NOTALLOWED'): Cost center settings - project_settings ('ALLOWED' | 'MANDATORY' | 'NOTALLOWED'): Project settings Returns: The updated account details.

Update an existing customer in Fortnox. Args: - customer_number (string): Customer number to update (required) - name, email, phone, address fields, etc.: Fields to update (only provided fields are changed) Returns: The updated customer details.

Update an existing invoice in Fortnox. Only unbooked invoices can be updated. Args: - document_number (string): Invoice document number to update (required) - rows (array): Updated line items (replaces all existing rows) - Other fields: Same as create_invoice Returns: The updated invoice details.

Update an existing supplier in Fortnox. Args: - supplier_number (string): Supplier number to update (required) - All other fields from create_supplier (only provided fields are updated) Returns: The updated supplier details.

Compare revenue and metrics across multiple years (2-5). Shows year-over-year growth trends.