| name | flowaccount-api-guide |
| description | This skill should be used when the user asks about "FlowAccount API", "FlowAccount tools", "how to create invoice", "how to create receipt", "how to record payment", "document types in FlowAccount", "วิธีสร้างใบแจ้งหนี้", "วิธีสร้างใบเสร็จ", "วิธีบันทึกชำระเงิน", "ประเภทเอกสาร FlowAccount", or needs guidance on using FlowAccount MCP tools for Thai accounting workflows.
|
FlowAccount API Guide
Overview
FlowAccount is a Thai cloud accounting platform. This plugin provides 53 MCP tools
for managing the full accounting workflow: contacts, products, documents, expenses, and payments.
Document Types
FlowAccount supports these document types (sell-side):
| Type | Thai Name | Tool Prefix | Use Case |
|---|
| Quotation | ใบเสนอราคา | *_quotation | Price proposal to customer |
| Tax Invoice | ใบกำกับภาษี | *_tax_invoice | VAT-registered sales |
| Receipt | ใบเสร็จรับเงิน | *_receipt | Payment confirmation |
| Billing Note | ใบวางบิล | *_billing_note | Payment request |
| Cash Invoice | บิลเงินสด | *_cash_invoice | Cash sales |
Buy-side:
| Type | Thai Name | Tool Prefix |
|---|
| Purchase Order | ใบสั่งซื้อ | *_purchase_order |
| Expense | ค่าใช้จ่าย | *_expense |
Common Workflows
Creating a Sales Document
- Look up or create the contact using
list_contacts or create_contact
- Look up products using
list_products (optional — can use inline items)
- Create the document (e.g.,
create_tax_invoice) with contact info and line items
- Record payment using
record_tax_invoice_payment or the generic record_payment
Payment Methods
All payment recording tools accept a paymentMethod number:
| Value | Method |
|---|
| 1 | Cash (เงินสด) |
| 3 | Cheque (เช็ค) |
| 5 | Bank Transfer (โอนเงิน) |
| 7 | Credit Card (บัตรเครดิต) |
For transfer/cheque payments, include bankAccountId. Retrieve available bank accounts using get_bank_accounts.
VAT Types
All line items accept a vatType number:
| Value | Type |
|---|
| 1 | VAT 7% (ภาษีมูลค่าเพิ่ม) |
| 2 | VAT Exempt (ยกเว้นภาษี) |
| 3 | No VAT (ไม่มีภาษี) |
Contact Types
| Value | Type |
|---|
| 1 | Customer (ลูกค้า) |
| 2 | Supplier (ผู้จำหน่าย) |
| 3 | Both (ทั้งลูกค้าและผู้จำหน่าย) |
Available Tools Summary
Entity Management
- Contacts:
list_contacts, get_contact, create_contact, update_contact, delete_contact
- Products:
list_products, get_product, create_product, update_product, delete_product
- Business:
get_business_info, get_bank_accounts
Sales Documents (each has: list, get, create, update, delete)
- Quotations — plus
change_quotation_status
- Tax Invoices — plus
record_tax_invoice_payment
- Receipts — plus
record_receipt_payment
- Billing Notes — plus
record_billing_note_payment
- Cash Invoices — plus
record_cash_invoice_payment
Buy Documents
- Purchase Orders:
list_purchase_orders, get_purchase_order, create_purchase_order, update_purchase_order, delete_purchase_order
- Expenses:
list_expenses, get_expense, create_expense, delete_expense, record_expense_payment
Generic Payment
record_payment — works across document types: tax-invoices, receipts, cash-invoices, expenses
Line Item Structure
Every document creation requires an items array:
{
"name": "ค่าบริการออกแบบ",
"description": "ออกแบบโลโก้",
"quantity": 1,
"unitName": "งาน",
"pricePerUnit": 15000,
"discount": 0,
"vatType": 1
}
Date Format
All date fields use yyyy-MM-dd format (e.g., 2026-03-10).
Settings
Check .claude/flowaccount.local.md in the project root for company-specific defaults (VAT settings, default credit days, default payment method, etc.).
Additional Resources
Reference Files
For detailed API field mappings and advanced workflows, consult:
references/document-fields.md — Complete field reference for all document typesreferences/settings-template.md — Company defaults configuration template
