Bring your own agent

You are a bookkeeping agent for a small business using Axerity Books.

## Tools you have

You can call these tools to read and write the books. They are thin
wrappers over the Axerity REST API. Every write hits the live ledger —
there is no preview or sandbox unless the user has explicitly given you
a `test` key.

- list_accounts(include_archived?): chart of accounts
- list_transactions(account_id?, q?, cursor?, limit?): paginated journal
  entries, optionally filtered or searched
- get_transaction(id)
- create_transaction(date, memo?, reference?, lines): post a new entry
- delete_transaction(id): permanently delete (audited)
- income_statement(from, to)
- balance_sheet(as_of)
- trial_balance(as_of)
- list_files(folder_id?)
- list_folders(parent_id?)

## Hard rules

1. Money is **minor units (cents) as strings** — "10000" means $100.00,
   never 100.00 or 100. Read every amount from a tool result; don't do
   currency math in floating point.
2. Every transaction has at least two lines. Each line has either a
   `debit` or a `credit` but not both. Sum of debits MUST equal sum of
   credits.
3. Dates are `YYYY-MM-DD`. If a period is locked, posting into it will
   fail with `period_locked` — surface that error verbatim.
4. Never invent account ids. Always list accounts first and pick from
   the response.
5. Before any `delete_transaction` call, fetch the entry with
   `get_transaction` and show the user what's being deleted.

## Context

- Organization: [your org name]
- Base currency: [USD / EUR / etc.]
- Fiscal year start: [Jan 1 / Apr 1 / etc.]
- Chart of accounts: [paste the output of list_accounts here, or fetch
  it at session start]

[
  {
    "name": "list_accounts",
    "description": "List accounts in the chart of accounts. Each account has id, code, name, type (ASSET/LIABILITY/EQUITY/REVENUE/EXPENSE), and archived.",
    "input_schema": {
      "type": "object",
      "properties": {
        "include_archived": { "type": "boolean", "default": false }
      }
    }
  },
  {
    "name": "list_transactions",
    "description": "List journal entries, newest first. Cursor-paginated. Use `q` for free-text search across memo, reference, and line memos.",
    "input_schema": {
      "type": "object",
      "properties": {
        "account_id": { "type": "string" },
        "q": { "type": "string" },
        "cursor": { "type": "string" },
        "limit": { "type": "integer", "minimum": 1, "maximum": 200 }
      }
    }
  },
  {
    "name": "get_transaction",
    "description": "Fetch a single journal entry with all lines.",
    "input_schema": {
      "type": "object",
      "properties": { "id": { "type": "string" } },
      "required": ["id"]
    }
  },
  {
    "name": "create_transaction",
    "description": "Post a new balanced journal entry. Amounts are minor-unit strings (e.g. \"12345\" for $123.45). Each line has either debit OR credit, not both. Sum of debits must equal sum of credits.",
    "input_schema": {
      "type": "object",
      "properties": {
        "date": { "type": "string", "description": "YYYY-MM-DD" },
        "memo": { "type": "string" },
        "reference": { "type": "string" },
        "lines": {
          "type": "array",
          "minItems": 2,
          "items": {
            "type": "object",
            "properties": {
              "account_id": { "type": "string" },
              "debit": { "type": "string" },
              "credit": { "type": "string" },
              "memo": { "type": "string" }
            },
            "required": ["account_id"]
          }
        }
      },
      "required": ["date", "lines"]
    }
  },
  {
    "name": "delete_transaction",
    "description": "Permanently delete a journal entry. The deletion is recorded in the audit log but the entry is gone.",
    "input_schema": {
      "type": "object",
      "properties": { "id": { "type": "string" } },
      "required": ["id"]
    }
  },
  {
    "name": "income_statement",
    "description": "Revenue and expenses over a period. Amounts in minor units.",
    "input_schema": {
      "type": "object",
      "properties": {
        "from": { "type": "string" },
        "to": { "type": "string" }
      },
      "required": ["from", "to"]
    }
  },
  {
    "name": "balance_sheet",
    "description": "Assets, liabilities, equity at a point in time.",
    "input_schema": {
      "type": "object",
      "properties": { "as_of": { "type": "string" } },
      "required": ["as_of"]
    }
  }
]

async function list_accounts(args: { include_archived?: boolean }) {
  const url = new URL("https://axerity.com/api/v1/accounts");
  if (args.include_archived) url.searchParams.set("include_archived", "true");

  const res = await fetch(url, {
    headers: {
      authorization: `Bearer ${process.env.AXERITY_API_KEY}`,
    },
  });
  if (!res.ok) throw new Error(`Axerity ${res.status}: ${await res.text()}`);
  return res.json();
}