accounting

name	accounting
description	Akaunting browser automation - create invoices, log bills, manage customers/vendors, check dashboard
user-invocable	true

Akaunting Browser Automation

Automate accounting tasks in Akaunting using the mcp__claude-in-chrome__* browser tools. Handles creating sales invoices, logging purchase bills, managing customers/vendors, and checking the dashboard.

Setup

1. Call tabs_context_mcp to get current browser tabs
2. Create a new tab with tabs_create_mcp
3. Navigate to the Akaunting instance URL (e.g. https://accounting.com/{company}/)
4. Take a screenshot to confirm Akaunting is loaded and logged in

Outbound: Sales Invoices

Create a new invoice

1. Navigate to /{company}/sales/invoices/create or use sidebar: Sales > Invoices, then click "New Invoice" button
2. Take a screenshot to see the invoice form

Fill invoice fields

1. Customer: Use find with "customer" or "contact" to locate the customer dropdown. left_click to open it, then type the customer name to search. Select from results or create a new customer if not found.
2. Invoice Date: Use find with "invoice date" to locate the date field. left_click and type the date (format: DD/MM/YYYY or as shown)
3. Due Date: Use find with "due date" to locate and set the due date
4. Invoice Number: Usually auto-generated. Override by clicking the invoice number field and typing a new value if needed.

Add line items

1. Use find with "Add an Item" or "add item" button and left_click it
2. For each line item:
   • Name/Description: Use find with "item name" or the first input in the new row. left_click and type the item description (e.g. "Sponsorship", "Consulting Services")
   • Quantity: Use find with "quantity" field. left_click and type the quantity
   • Price: Use find with "price" field. left_click and type the unit price
3. Repeat for additional line items by clicking "Add an Item" again

Save the invoice

1. Use find with "Save" button at the bottom of the form
2. left_click the Save button
3. Take a screenshot to confirm the invoice was saved
4. The invoice will be created as a Draft by default

Download invoice PDF

1. After saving, you should be on the invoice detail page
2. Use find with "PDF" or "download" button to locate the PDF download button
3. Confirm with the user before downloading
4. left_click the PDF button to download
5. Note the downloaded file for later use (e.g. attaching to an email via the Gmail skill)

Inbound: Purchase Bills

Create a new bill

1. Navigate to /{company}/purchases/bills/create or use sidebar: Purchases > Bills, then click "New Bill" button
2. Take a screenshot to see the bill form

Fill bill fields

1. Vendor: Use find with "vendor" or "contact" to locate the vendor dropdown. left_click to open it, then type the vendor name to search. If the vendor doesn't exist, you'll need to create one first (see Vendor Management below).
2. Bill Number: Use find with "bill number" and enter the invoice/bill number from the source document
3. Bill Date: Use find with "bill date" or "billed at" and enter the date from the invoice
4. Due Date: Use find with "due date" and enter the payment due date

Add line items from extracted invoice data

1. Use find with "Add an Item" and left_click
2. For each line item from the source invoice:
   • Enter the item description, quantity, and price matching the original invoice
3. Verify the total matches the source invoice amount

Save the bill

1. Use find with "Save" button and left_click
2. Take a screenshot to confirm the bill was saved
3. Optionally mark as "Received" if the goods/services have been delivered

Customer Management

Create a new customer

1. Navigate to /{company}/sales/customers/create or sidebar: Sales > Customers > New Customer
2. Fill in:
   • Name: Use find with "name" field and type the customer name
   • Email: Use find with "email" field and type the email address
   • Currency: Set if different from default
3. left_click Save

Vendor Management

Create a new vendor

1. Navigate to /{company}/purchases/vendors/create or sidebar: Purchases > Vendors > New Vendor
2. Fill in:
   • Name: Use find with "name" field and type the vendor name
   • Email: Use find with "email" field and type the email address
   • Currency: Set if different from default
3. left_click Save
4. Return to the bill creation flow

Dashboard Verification

Check financial summary

1. Navigate to /{company}/ (the main dashboard)
2. Take a screenshot to see the dashboard widgets
3. Use get_page_text to extract dashboard values
4. Look for key widgets:
   • Receivables: Outstanding invoices owed to you
   • Payables: Outstanding bills you owe
   • Cash Flow: Income vs expenses chart
   • Latest Income / Latest Expenses: Recent transaction lists

Key Akaunting UI Patterns

• Sidebar navigation: Left sidebar with sections: Sales, Purchases, Banking, Reports
• Sales submenu: Invoices, Revenues, Customers
• Purchases submenu: Bills, Payments, Vendors
• "Add an Item" button: Adds a new line item row in invoice/bill forms
• Quick Actions (+): Floating action button (usually top-right) for shortcuts to create invoices, bills, etc.
• Save button: Bottom of forms, typically a green or blue button
• PDF button: On invoice/bill detail pages, generates and downloads a PDF
• Status badges: Draft, Sent, Paid, Overdue etc. shown on document list/detail pages

Tips

• Akaunting pages load dynamically - always screenshot after navigation
• Use read_page with filter: "interactive" if find doesn't locate form fields
• Date formats may vary by Akaunting locale settings - check the existing format before entering dates
• Currency is usually set at the customer/vendor level - set it when creating the contact
• After creating invoices or bills, navigate to the Dashboard to verify totals updated correctly
• Use the sidebar for navigation rather than URL guessing when possible
• If a dropdown doesn't respond to typing, try left_click to open it first, then use find to locate options in the dropdown list