Fakvio

LEGACY - prefer create_invoice with documentType='ReceivedInvoice'. Create a new received (incoming) invoice. paymentMethod on items/invoice must be one of: BankTransfer, Cash, CreditCard, PayPal, Other (anything else, e.g. 'Apple Pay', goes to notes). Each item needs: description, quantity, unitPrice, vatRatePercentage (or vatRateId); optional productCode, notes. Negative unitPrice is allowed for discount lines. Optional per item: vatRegime (Standard | ReverseCharge | Exempt | OutOfScope, default Standard) and reverseChargeCodeId (id of the kod predmetu plneni, required with ReverseCharge and only then; ReverseCharge also needs vatRatePercentage > 0 - the Czech rate we self-assess). To attach the source PDF afterwards, call upload_received_invoice_attachment with the returned id.

create_received_invoice

Create a recurring invoice schedule: from startDate onward, an invoice for the given template + client is automatically ISSUED (Status = Completed, not a draft) every intervalCount-th period of frequency. Monthly/Quarterly/Yearly fire on dayOfMonth (1-28 only — no 'last day of month' semantics); Weekly fires on dayOfWeek instead and dayOfMonth must be omitted. Optional endDate and/or maxOccurrences stop it automatically. autoSend only controls whether the issued invoice is also e-mailed to the client — it is issued either way. A missed run (app downtime) is caught up one invoice per hourly worker cycle, dated on the originally planned day. shiftPeriodsInText (default true) moves billing periods in the template text ("Hosting 3/2026", "březen 2026", "Q1 2026") forward with each generated invoice — the template text must then name the period of the FIRST generated invoice.

create_recurring_schedule

Delete a draft document (soft delete; any type, incl. a received invoice). Only documents with status 'Draft' can be deleted (an issued Completed one only when it is the last in its number series); a Completed one needs revert_invoice_to_draft first, a Paid one mark_invoice_unpaid -> revert_invoice_to_draft. restore_invoice undoes a delete.

delete_invoice

LEGACY - prefer delete_invoice (works for received invoices too). Delete a received invoice (soft delete). Only 'Received' invoices can be deleted.

delete_received_invoice

Delete a recurring schedule. If it never issued an invoice yet, it is permanently removed. If it already issued at least one invoice, it is deactivated instead (same effect as pause) so the invoice history stays intact — the schedule itself then keeps showing up as inactive rather than disappearing.

delete_recurring_schedule

Download the stored attachments (e.g. supplier PDFs) of several received invoices (max 100) as ONE ZIP, one folder per invoice. Returns a short-lived download link (downloadUrl) - give that link to the user and do NOT fetch it or load the file contents into the conversation. Invoices without attachments are skipped; the link fails when none of them has any.

download_received_invoices_attachments

Estimate tax obligations for a self-employed person (OSVČ/SZČO). Provide gross income, country (CZ/SK), year, and tax regime. Returns income tax, social/health insurance, net income, and calculation steps. Available regimes: FlatRateTax (CZ only, income<=2M), LumpSumExpenses80/60/40/30, TaxRecords, FullAccounting.

estimate_tax

Export an XML filing for the Czech tax portal EPO for one period. kind: 'return' = DPHDP3 VAT return (Priznani k DPH), 'control' = DPHKH1 control statement (Kontrolni hlaseni), 'summary' = DPHSHV EU summary statement (Souhrnne hlaseni, supplies to EU VAT payers). Returns a short-lived download link (downloadUrl) - give that link to the user and do NOT fetch it or load the file contents into the conversation. Requires a VAT-payer company with EPO tax office settings. For 'return' and 'summary', supplies to EU customers default to services (return row 21 / summary code 3); pass goodsVatIds to report those customers as goods (row 20 / code 0). A quarterly summary cannot contain goods (monthly filing required).

export_vat_epo

Export issued and/or received invoices for a date range as one XML file for an accounting system. Returns a short-lived download link (downloadUrl) - give that link to the user and do NOT fetch it or load the file contents into the conversation. Use this when the user asks to export invoices to Pohoda, Money S3 or ABRA Flexi, or wants a batch/period handover to their accountant — not for a single invoice (use ExportInvoiceIsdoc/ExportInvoiceUbl for that). Documents the target system cannot represent (foreign currency for Money S3/ABRA Flexi, proformas for ABRA Flexi, advance-payment tax receipts, VAT rates other than 21/12/0 %) are left out; skippedDocuments in the result says how many.

export_accounting

Export an ISSUED invoice as ISDOC 6.0.2 XML (Czech electronic invoice standard; a received invoice is refused - use export_received_invoice_isdoc). Returns a short-lived download link (downloadUrl) - give that link to the user and do NOT fetch it or load the file contents into the conversation. Use this when the user asks to download or export an invoice as ISDOC for import into accounting software. You can find the invoice ID using FindInvoiceByNumber first.

export_invoice_isdoc

Export an ISSUED invoice as PDF (a received invoice is refused - its original is an attachment, see list_attachments). Returns a short-lived download link (downloadUrl) - give that link to the user and do NOT fetch it or load the file contents into the conversation. Use this when the user asks to download, export, print, or get a PDF of an invoice. You can find the invoice ID using FindInvoiceByNumber first.

export_invoice_pdf

Export an ISSUED invoice as UBL 2.1 / Peppol BIS Billing 3.0 XML (SK e-invoicing 2027, Peppol network; a received invoice is refused). Returns a short-lived download link (downloadUrl) - give that link to the user and do NOT fetch it or load the file contents into the conversation. Use this instead of ExportInvoiceIsdoc when the user asks for a Peppol / UBL / SK eFaktura export, or wants a file to upload into a Peppol digital courier application. You can find the invoice ID using FindInvoiceByNumber first.

export_invoice_ubl

Export a received (incoming) invoice as ISDOC 6.0.2 XML for import into accounting software. Returns a short-lived download link (downloadUrl) - give that link to the user and do NOT fetch it or load the file contents into the conversation.

export_received_invoice_isdoc

Export several invoices (max 100) as ONE ZIP archive in the chosen format: 'pdf', 'isdoc' or 'ubl'. Returns a short-lived download link (downloadUrl) - give that link to the user and do NOT fetch it or load the file contents into the conversation. ISSUED invoices only: if any id is a received invoice the call is refused with a clear error. Invoices that cannot be exported are left out of the ZIP. For a single invoice use ExportInvoicePdf / ExportInvoiceIsdoc / ExportInvoiceUbl.

export_invoices_zip

Find a document by its document number (e.g., 'FAK2026001'). Use this when the user refers to an invoice by its printed/visible number. Searches issued documents unless documentType is given; for a received invoice pass documentType='ReceivedInvoice' (then documentNumber is the SUPPLIER's number, which two suppliers may share - use list_invoices with search to see all).

find_invoice_by_number

Get the quarterly EU OSS (One-Stop-Shop) report: taxable base and VAT per destination EU country and VAT rate, in EUR (non-EUR invoices converted at the ECB rate of the last day of the quarter; credit notes reduce the figures). Covers only invoices issued under OSS (B2C sales to other EU states). Fails with a clear error when the ECB rate cannot be fetched.

get_oss_report

Get a VAT (DPH) report for a date period. Shows output VAT (from issued invoices), input VAT (from received invoices), tax liability (output - input), revenue, expenses, and profit. Uses TaxableSupplyDate (DUZP). Dates should be ISO 8601 format (e.g., '2026-01-01').

get_vat_report

Get a short-lived download link (downloadUrl) for a ZIP with ALL attachments of one record - give that link to the user and do NOT fetch it or load the file contents into the conversation. The link fails when the record has no attachments.

get_record_attachments_zip_link

Get the annual gross income calculated from issued invoices. Sums TotalBeforeVat of all Completed/Paid invoices for the given year. Returns gross income, invoice count, and currency.

get_annual_income

Get a short-lived download link (downloadUrl) for ONE stored attachment - give that link to the user and do NOT fetch it or load the file contents into the conversation. Find the attachment id with ListAttachments.

get_attachment_download_link

Get a single client by ID. Returns full details including addresses, contacts, bank accounts, and billing settings.

get_client

Get all invoices for a specific client. Returns the client's invoice history sorted by issue date (newest first). Useful for account review and client communication.

get_client_invoices

Get the dashboard summary. Returns: invoices this month, total clients, unpaid amount, overdue count, recent invoices, overdue invoices list, invoice count by status (for charts), and top clients by revenue.

get_dashboard

Get the official Czech National Bank (ČNB) exchange rate to CZK for a currency on a date: the last daily fixing declared on or before that date (weekends/holidays get the previous business day). Returns the published rate (for amount units, e.g. 100 for HUF/JPY), ratePerUnit (CZK for exactly one unit) and validFor (the fixing date). Foreign-currency invoices store this rate (valid for the taxable supply date) when they are issued.

get_exchange_rate

Get a global inbox report. Requires API SysAdmin authorization and read scope.

get_admin_feedback

Get upcoming insurance advance payment notification. Returns monthly social/health insurance amounts, next due date, and days until payment. Based on company's configured tax regime and current year's income from invoices.

get_insurance_advance

Get a single document by ID - any type (invoice, credit note, proforma, tax receipt, received invoice); the type is read from the stored document. Returns full details including line items, totals (before VAT, VAT, with VAT), payment status, and client (for a received invoice: supplier) / issuer info. attachmentCount is the number of stored files (e.g. the supplier's original PDF). To DOWNLOAD them: list_attachments (entityName 'ReceivedInvoice' for a received invoice, 'Invoice' for any other type, recordId = this id), then get_attachment_download_link for one file or get_record_attachments_zip_link for all of them.

get_invoice

Show the options for sending an ISSUED invoice by e-mail (a received invoice is refused): the client's e-mail contacts (best recipient first), the effective default attachments (attachPdf / attachIsdoc / attachUbl, and whether UBL is automatic), the files stored on the invoice (id, name, size - pass the ids to send_invoice_email fileAttachmentIds) and the rendered default subject (defaultSubject) and body (defaultHtmlBody, template with placeholders filled in). Show these to the user before sending; pass an edited version as subject / htmlBody to send_invoice_email. Sends nothing.

get_invoice_email_options

Get invoices within a date range. Useful for monthly/quarterly reports. Dates should be ISO 8601 format (e.g., '2026-01-01'). Optionally filter by document type or status.

get_invoices_by_date_range

Get the authenticated user's own company (issuer). This is the entity that appears as the sender/creator on invoices. Useful for getting issuerId when creating invoices. The response's bankAccount list has each account's id, isDefault and currencyCode — use one of those ids as bankAccountId in create_invoice / create_invoice_from_template / set_invoice_bank_account. There is no separate list_bank_accounts tool, this is it.

get_issuer

Get one of your reports in the authenticated company, including status and public response. Inaccessible reports return not_found. Requires read scope.

get_feedback

Get all overdue documents (completed but unpaid, past due date). Without documentType only ISSUED documents (what customers owe you); pass documentType='ReceivedInvoice' for received supplier invoices (what you owe). Sorted by due date ascending — most overdue first. Useful for payment follow-up and collections.

get_overdue_invoices

Get overdue received (incoming) invoices — approved but unpaid expenses past due date. Useful for tracking outstanding supplier payments.

get_overdue_received_invoices

Get a single bank payment (transaction) by ID. Returns full details including matched invoices and counterparty info.

get_payment

LEGACY - prefer get_invoice (works for received invoices too). Get a received (incoming) invoice by ID. Returns full details including line items and supplier info.

get_received_invoice

Get a single recurring invoice schedule by ID — its frequency, next/last run dates, occurrence count/cap, end date, and last error if the last attempt failed.

get_recurring_schedule

Get the remaining advance of a proforma: received (paid) amount incl. VAT minus what final invoices already deducted. Use before issue_final_invoice.

get_remaining_advance

Get the company's default reminder (dunning) settings: whether reminders are enabled, grace period, escalation levels with their fees and interest.

get_reminder_settings

Get tax year configuration (annual rates, thresholds, insurance minimums/maximums) for a specific country and year. Useful for understanding the tax parameters.

get_tax_config

Get a single invoice template by ID. Returns full details including default line items, payment terms, currency, and usage statistics.

get_template