erp-mafia/accounted/start

Start

Verify the connection, learn who this company is, and surface what needs attention. Run this before any other Accounted flow in a session.

Flow

1. Call accounted_get_agent_briefing. This is the single source for company facts: entity type (aktiebolag or enskild firma), accounting method (faktureringsmetoden or kontantmetoden), VAT period, employees, and ledger context. Never assume these; the flows below behave differently depending on them.

• If the call fails with an auth error, the MCP server is not connected yet: tell the user to run /mcp and authenticate with Accounted (OAuth consent screen; read-only scopes by default, write scopes are ticked explicitly). A user who has no Accounted account creates it on that same screen (BankID or e-mail, about a minute); nobody needs to visit the website first. Self-hosted users: see the plugin README.
• If the call fails with NO_COMPANY_YET, the account exists but has no company: this is a brand-new user. Load accounted_load_skill("onboarding") and follow it. It gathers the facts (company form, organisationsnummer, VAT and moms period, accounting method, fiscal year), previews and creates the company with accounted_create_company, then hands out the bank and Skatteverket connect links. Do not attempt any other flow until the company exists.

1. Read Accounted://attention and Accounted://period/active.
2. Present a short orientation in the user's language: company name and form, active fiscal period and its lock status, and the top 3 items needing attention.
3. Point at the flows, matched to what attention showed:

• /accounted:bookkeep - clear unbooked transactions and receipts (daily)
• /accounted:check - read-only health check of the books
• /accounted:month-close - close the month
• /accounted:vat - prepare the momsdeklaration
• /accounted:payroll - monthly salary run and AGI
• /accounted:year-end - bokslut

1. Mention that deeper, company-tailored guides exist on the server: accounted_list_skills lists them (workflow guides plus Swedish regulatory skills, filtered to this company), and accounted_load_skill(slug) loads any of them.

Rules

• Ground every statement in the briefing and resources; never guess company facts.
• Swedish accounting or tax questions are answered from loaded skills, never from memory.
• Every write in Accounted stages a pending operation for the user to approve. Nothing is ever booked without explicit approval.
• Company context: if the working directory (or a parent, nearest wins) contains .accounted.json with { "company_id": "<uuid>", "name": "<name>" }, pass that company_id on every company-scoped call and say the company name once at the start. Otherwise, if accounted_list_companies is among your tools, the account reaches several companies: call it and ask once which company the task concerns (or whether it spans all of them) before any write, never write to a company the user did not name, and read back the company: { company_id, name, is_default } block that opens every result whenever it is not the company they named. If accounted_list_companies is not among your tools, the account has one company: results carry no company block and none of this applies.