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Tier 1 · 2 Skills · 44 Actions

Foundation

The bedrock of your ERP. Company setup, user management, chart of accounts, double-entry general ledger, fiscal year control, and immutable audit trails -- everything starts here.

Chart of accounts in the General Ledger module
Chart of Accounts in the General Ledger module

Setup

20 actions

Bootstrap your entire business in minutes. Create companies, configure currencies, define payment terms, manage users with role-based access, and seed default data -- all through natural language.

All Actions

setup-company

Initialize a new company with defaults

update-company

Modify company settings and details

get-company

Retrieve full company profile

list-companies

Show all configured companies

add-currency

Register a new currency (e.g. EUR, GBP)

list-currencies

List all active currencies

add-exchange-rate

Set a currency exchange rate

get-exchange-rate

Look up current exchange rate

list-exchange-rates

Show all exchange rate history

add-payment-terms

Define payment terms template

list-payment-terms

List all payment terms

add-uom

Add a unit of measure (e.g. kg, box)

list-uoms

List all units of measure

add-uom-conversion

Define UoM conversion factor

create-user

Create a new user account

update-user

Update user profile or permissions

list-users

List all users in the system

get-user

Retrieve a single user profile

seed-defaults

Populate default data and templates

backup-database

Create a full database backup

Example Commands

Set up a company called Acme Corp
Add currency EUR
Create user [email protected]
Backup the database

General Ledger

24 actions

Rock-solid double-entry accounting with immutable audit trails. Manage your chart of accounts, post and reverse GL entries, control fiscal periods, track budgets by cost center, and verify ledger integrity at any time.

All Actions

setup-chart-of-accounts

Import a standard chart of accounts

add-account

Create a new GL account

update-account

Modify account name or properties

list-accounts

List all accounts in the COA

get-account

Retrieve a single account detail

freeze-account

Lock an account from further posting

unfreeze-account

Unlock a frozen account

post-gl-entries

Post validated double-entry GL lines

reverse-gl-entries

Reverse a posted GL entry set

list-gl-entries

Query GL entries with filters

check-gl-integrity

Verify debits equal credits globally

add-fiscal-year

Define a new fiscal year period

list-fiscal-years

List all fiscal years

validate-period-close

Pre-check before closing a period

close-fiscal-year

Close a fiscal year permanently

reopen-fiscal-year

Reopen a previously closed year

add-cost-center

Create a cost center for tracking

list-cost-centers

List all cost centers

add-budget

Set a budget for account + cost center

list-budgets

List all budgets and utilization

seed-naming-series

Initialize document naming counters

next-series

Generate next number in a series

get-account-balance

Get current balance of any account

status

Health check for the GL skill

Example Commands

Set up US GAAP chart of accounts
Show trial balance
Close fiscal year 2025
Check GL integrity

Ready to get started?

Set up your company and chart of accounts in under a minute. Self-host free.

Related: read the architecture in AI-native ERP, the books-side detail in AI accounting, the test surface at quality, or honest comparisons against NetSuite and Odoo.