Modules

Chart of Accounts

Account data used by LedgerHQ classification, reclass, and reports.

The chart of accounts is part of the public LedgerHQ integration contract because bank transactions and journal lines classify activity against these accounts.

REST Surface

Method	Path	Purpose
`GET`	`/api/v1/accounts`	List organization accounts
`POST`	`/api/v1/accounts`	Create an account
`GET`	`/api/v1/accounts/:id`	Get an account and ledger detail
`PATCH`	`/api/v1/accounts/:id`	Update account metadata
`DELETE`	`/api/v1/accounts/:id`	Delete an unused account

Account Types

Type	Used for
`asset`	Bank accounts, cash, receivables, other owned balances
`liability`	Payables, loans, tax payable
`equity`	Owner equity and retained earnings
`revenue`	Income categories
`expense`	Spend categories used by LedgerHQ classification

LedgerHQ Usage

LedgerHQ can list accounts before importing or classifying bank activity.
accountId is required by /api/v1/bank-transactions/:id/reclassify.
If a transaction is linked to an editable journal entry, reclass updates the selected non-bank journal line to the target account.
All money amounts related to account balances are integer cents unless a route explicitly says otherwise.

MCP Tools

list_accounts
get_account
create_account
update_account
delete_account

Supported API Modules

The DollarBooks modules currently documented for LedgerHQ integration.

Journal Entries

Posted accounting entries behind reports and transaction reclass.

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