flowaccount-api-guide

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

1. Look up or create the contact using list_contacts or create_contact
2. Look up products using list_products (optional — can use inline items)
3. Create the document (e.g., create_tax_invoice) with contact info and line items
4. 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 types
• references/settings-template.md — Company defaults configuration template