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fortnox_list_companies

List the Fortnox companies this connection can access, with organisation number, connection health, whether the subscription is active and which one is the default. The id or name identifies the company in the `company` argument.

fortnox_get_company_info

Get the company's details from Fortnox (name, organisation number, address, VAT number, bank giro), its financial years (with their ids) and today's date in Sweden. The place to look up the current financial year.

Fortnox-behörighet: companyinformation

fortnox_get_income_statement

Income statement (resultaträkning) for a period within one financial year, computed from Fortnox's SIE export in the Swedish BAS layout (nettoomsättning, costs by type, rörelseresultat, financial items, appropriations, tax, net result). Income is positive and costs negative. Optionally compares with the same period of the previous financial year, adds a breakdown per month and lists the accounts behind each line. Defaults to the whole financial year containing today. The result states the period, data source, completeness and notes on how figures were derived.

Fortnox-behörighet: bookkeeping

fortnox_get_balance_sheet

Balance sheet (balansräkning) at a date, computed from Fortnox's SIE export: assets and equity/liabilities by BAS group, including this year's result not yet transferred to equity (beräknat resultat). Without as_of it uses the closing balances of the financial year containing today (every voucher booked so far); a date inside a financial year is computed from opening balances plus vouchers up to that date.

Fortnox-behörighet: bookkeeping

fortnox_get_account_balances

Opening balance, movement and closing balance per account for a period within one financial year, from Fortnox's SIE export. Filter by a list of accounts or an account range (default: all accounts with activity); optionally add the movement per month. Amounts use the bookkeeping sign: debit positive, credit negative. Use for questions like the balance on account 1930 or the monthly cost on account 5010.

Fortnox-behörighet: bookkeeping

fortnox_get_general_ledger

General ledger (huvudbok) for one or more accounts in a period within one financial year, from Fortnox's SIE 4 export: opening balance, each transaction (date, voucher, text, amount, running balance, cost center, project) and closing balance. Requires accounts or an account range. Returns at most max_rows transactions; balances always include every transaction and the result says when rows were left out.

Fortnox-behörighet: bookkeeping

fortnox_get_vat_summary

VAT cross-check (momsunderlag) for a period within one financial year: output VAT, input VAT and dormant VAT per BAS VAT account (2610–2649) and the net VAT payable or refundable, computed from voucher rows in Fortnox's SIE 4 export. Vouchers that settle VAT to account 2650 are excluded and listed. A cross-check only, not a VAT return.

Fortnox-behörighet: bookkeeping

fortnox_get_key_figures

Key financial figures for a period within one financial year, from Fortnox's SIE export: revenue, gross profit and margin, operating result and margin, net result, cash and bank, accounts receivable, accounts payable, equity ratio (soliditet) and quick ratio (kassalikviditet). Balance figures are taken at the period's end date. The result includes the formula behind each figure.

Fortnox-behörighet: bookkeeping

fortnox_get_receivables_aging

Accounts receivable aging (kundreskontra) as of today from Fortnox's unpaid customer invoices: totals per bucket (not due, 1–30, 31–60, 61–90 and over 90 days past due) and per customer, largest balances first. Amounts are remaining balances in SEK; unbooked invoices are reported separately.

Fortnox-behörighet: invoice

fortnox_get_payables_aging

Accounts payable aging (leverantörsreskontra) as of today from Fortnox's unpaid supplier invoices: totals per bucket (not due, 1–30, 31–60, 61–90 and over 90 days past due) and per supplier, largest balances first. Amounts are remaining balances in SEK; unbooked supplier invoices are reported separately.

Fortnox-behörighet: supplierinvoice

fortnox_get_cash_overview

Cash overview: current bank and cash balances (accounts 1900–1999, Fortnox closing balances) plus unpaid customer invoices (incoming) and supplier invoices (outgoing) by due date per ISO week for the coming weeks, with a projected balance. Overdue invoices are shown separately. Invoices are included when the connection has access to them.

Fortnox-behörighet: bookkeeping

fortnox_portfolio_overview

Overview of all connected companies, for accounting firms (byråer): per company whether the ekonomimcp subscription is active, Fortnox connection status, overdue customer invoices (count and amount), number of unbooked supplier invoices and bank balance. Companies without an active subscription or a working Fortnox connection are listed without figures; problems are reported per company.

fortnox_list_customers

Look up customers in the customer register. Filter by name, customer number, organisation number, e-mail or city (substring match, case-insensitive) and by active/inactive. Fortnox applies one filter field reliably at a time; combine with care. Returns number, name, organisation number, contact details and active flag, paged. Personal identity numbers (private customers, sole traders) are shown masked as YYMMDD-****.

Fortnox-behörighet: customer

fortnox_get_customer

Get the full customer record: addresses, contact and invoice e-mail addresses, VAT type and number, default terms, currency, price list and references. Personal identity numbers are shown masked as YYMMDD-****.

Fortnox-behörighet: customer

fortnox_create_customer

Create a new customer in Fortnox. Only name is required; omit customer_number to let Fortnox assign one. Set vat_type (and vat_number for EU reverse charge) correctly before invoicing, since invoices inherit the customer's VAT treatment. Does not check for existing customers with the same name or organisation number.

Fortnox-behörighet: customer

fortnox_update_customer

Update an existing customer. Only the fields you pass are changed; pass "" to clear an optional text field. The customer number itself cannot be changed. A changed VAT type or address only affects documents created afterwards.

Fortnox-behörighet: customer

fortnox_list_articles

Search the article (product/service) register by description, article number or EAN (substring match) and by active/inactive. Returns number, description, unit, sales price (default price list, excl. VAT), VAT rate and stock quantities, paged.

Fortnox-behörighet: article

fortnox_get_article

Get the full article record: description, type, unit, sales price (default price list), purchase price, VAT, sales accounts (Sweden/EU/export), stock quantities and notes.

Fortnox-behörighet: article

fortnox_create_article

Create a new article (product or service) in Fortnox. Only description is required; omit article_number to let Fortnox assign one. sales_price (excl. VAT) is stored in the default price list. The VAT rate normally follows the sales account; set vat_percent only to override it.

Fortnox-behörighet: article

fortnox_update_article

Update an existing article. Only the fields you pass are changed; pass "" to clear unit, EAN or note. The article number cannot be changed. sales_price (excl. VAT) updates the base price in the default price list (or price_list); prices on existing documents are not affected.

Fortnox-behörighet: article

fortnox_list_invoices

List customer invoices (kundfakturor), filtered by status (unpaid, unpaidoverdue, unbooked, cancelled, fullypaid), customer, invoice date range, OCR or sent flag. Returns number, customer, invoice/due dates, total, remaining balance, currency and booked/cancelled/sent flags, paged. Invoice rows are not included.

Fortnox-behörighet: invoice

fortnox_get_invoice

Get one customer invoice with all rows, amounts (net, VAT, total, remaining balance), dates, references, e-mail settings and status flags (booked, cancelled, sent, credit). Use before updating, booking, sending, crediting or registering a payment.

Fortnox-behörighet: invoice

fortnox_create_invoice

Create a customer invoice as an unbooked draft. Nothing is booked or sent; booking and sending are separate actions that need the user's approval. Each row is an article row (article_number, quantity, optional price), a free row (description, account, quantity, price, vat_percent) or a text-only row (description). The customer must exist; omitted values (dates, terms, prices, accounts) come from the customer, articles and Fortnox defaults.

Fortnox-behörighet: invoice, customer

fortnox_update_invoice

Update an unbooked, not cancelled customer invoice. Only the fields you pass are changed. If rows is given it replaces ALL existing rows (send every row that should remain). The customer cannot be changed. Booked invoices cannot be changed, only credited.

Fortnox-behörighet: invoice

fortnox_bookkeep_invoice

Book (bokför) an unbooked customer invoice: Fortnox creates the accounting voucher and the invoice can then no longer be edited or cancelled, only credited. Requires the user's approval. Pass expected_total to make sure the invoice has not changed since it was shown to the user.

Fortnox-behörighet: invoice

fortnox_send_invoice

Send a customer invoice from Fortnox to the customer, by e-mail (default; to the invoice's e-mail settings or the customer's invoice e-mail) or as an e-invoice (Peppol/Svefaktura; requires your_reference and no negative unit prices). The invoice is marked as sent. This reaches the customer and cannot be undone, so it requires the user's approval; the approval page shows the recipient. Sending an unbooked invoice is possible.

Fortnox-behörighet: invoice

fortnox_credit_invoice

Create a credit invoice (kreditfaktura) that reverses a booked customer invoice in full. The new credit invoice is linked to the original. Use this to correct or annul a booked invoice; unbooked invoices are cancelled instead. Requires the user's approval. The credit invoice is not sent automatically.

Fortnox-behörighet: invoice

fortnox_cancel_invoice

Cancel (makulera) an unbooked customer invoice. The invoice stays in Fortnox marked as cancelled and its number is used up; it cannot be restored. Booked invoices cannot be cancelled, only credited. Requires the user's approval.

Fortnox-behörighet: invoice

fortnox_list_invoice_payments

List payments registered on customer invoices (inbetalningar), optionally for one invoice. Returns payment number, invoice number, amount, currency, payment date, mode of payment and whether the payment is booked, paged.

Fortnox-behörighet: payment

fortnox_register_invoice_payment

Register a payment received from a customer on a customer invoice (records it in Fortnox; it does not move money). The amount may not exceed the invoice's remaining balance unless allow_overpayment is true. Optionally books the payment right away (bookkeep: true). Requires the user's approval. Partial payments are allowed.

Fortnox-behörighet: payment, invoice

fortnox_list_orders

List sales orders, filtered by status (cancelled, expired, invoicecreated, invoicenotcreated), customer and order date range. Returns number, customer, order/delivery dates, total, currency, cancelled/sent flags and the invoice created from the order, paged.

Fortnox-behörighet: order

fortnox_get_order

Get one sales order with all rows (ordered and delivered quantities), amounts, dates, references and status, including the invoice created from it (InvoiceReference).

Fortnox-behörighet: order

fortnox_create_order

Create a sales order for an existing customer. Each row's quantity is registered as both ordered and delivered, so an invoice created later from the order includes the full quantity. Rows: article rows (article_number, quantity, optional price), free rows (description, account, quantity, price, vat_percent) or text-only rows.

Fortnox-behörighet: order, customer

fortnox_create_invoice_from_order

Create a customer invoice from a sales order (delivered quantities are invoiced). The new invoice is an unbooked draft that can still be edited, booked and sent. Refused for cancelled orders and orders that already have an invoice.

Fortnox-behörighet: order, invoice

fortnox_list_offers

List offers/quotes (offerter), filtered by status (cancelled, expired, completed, notcompleted, ordercreated, ordernotcreated), customer and offer date range. Returns number, customer, offer and expiry dates, total, flags and the order/invoice created from the offer, paged.

Fortnox-behörighet: offer

fortnox_get_offer

Get one offer/quote with all rows, amounts, offer and expiry dates, references and status, including any order or invoice created from it.

Fortnox-behörighet: offer

fortnox_create_offer

Create an offer/quote (offert) for an existing customer. Nothing is sent. The offer can later be converted into an order or an invoice. Rows: article rows (article_number, quantity, optional price), free rows (description, account, quantity, price, vat_percent) or text-only rows.

Fortnox-behörighet: offer, customer

fortnox_convert_offer

Convert an offer/quote into a sales order (to: order) or directly into an unbooked invoice draft (to: invoice). Refused for cancelled offers and offers already converted; an offer that already became an order is invoiced from that order instead.

Fortnox-behörighet: offer

fortnox_list_accounts

List the chart of accounts (kontoplan, BAS) of a financial year: account number, name, active flag, VAT code, SRU code, cost center/project requirements and opening balance (ingående balans). Filter by number range and/or text in the account name; inactive accounts are hidden unless include_inactive is true. Use it to find the right account before creating vouchers or supplier invoices. Closing balances are not included.

Fortnox-behörighet: bookkeeping

fortnox_get_account

Get one account of the chart of accounts for a financial year, including its opening balance (BalanceBroughtForward, ingående balans) and current balance (BalanceCarriedForward, utgående/aktuell balans), VAT code, SRU code and cost center/project/transaction-information settings.

Fortnox-behörighet: bookkeeping

fortnox_list_vouchers

List vouchers (verifikationer) of one financial year, optionally filtered by series, date range and cost center. Returns series, number, date, text and reference (e.g. the invoice a voucher belongs to). Set include_rows to also get every voucher's rows (account, debit, credit, dimensions) in the same call; rows are read from one bulk SIE export, so prefer a date range for large years. A date range must stay inside one financial year.

Fortnox-behörighet: bookkeeping

fortnox_get_voucher

Get one voucher (verifikation) with all its rows: account, account name, debit, credit, cost center, project and row text. Struck-through rows are marked removed and excluded from the totals. A voucher is identified by series + number + financial year.

Fortnox-behörighet: bookkeeping

fortnox_validate_voucher

Check a voucher before creating it, without writing anything. Errors (Fortnox would reject it or it breaks bookkeeping rules): fewer than 2 rows, a row with both or neither debit/credit, unbalanced debit/credit, no financial year for the date, date in the locked period, unknown or inactive account, missing mandatory cost center/project, unknown voucher series. Warnings: VAT rows that are not 25/12/6 % of a revenue/cost row, result accounts on an opening-balance series, a voucher with the same date and total already in the series, unknown or inactive cost centers/projects, non-manual series. Takes the same input as creating a voucher.

Fortnox-behörighet: bookkeeping

fortnox_create_voucher

Create and book a manual voucher (verifikation) in Fortnox. Vouchers cannot be edited or deleted afterwards, only reversed with a correction voucher. The voucher is checked first (balance, financial year, locked period, accounts, mandatory cost center/project, series, VAT and duplicate warnings): it is refused when there are errors, and warnings are shown for approval. Requires approval.

Fortnox-behörighet: bookkeeping

fortnox_create_correction_voucher

Correct a booked voucher by creating a reversing voucher (same accounts, dimensions and amounts with debit and credit swapped), since Fortnox vouchers cannot be edited or deleted. The new voucher text is "Rättelse av <series><number>: <reason>" and its comment references the original. A correct entry, if needed, is a separate new voucher. Refuses to reverse the same voucher twice unless allow_repeated_correction is set. Refuses vouchers Fortnox created from customer/supplier invoices or payments (those are corrected by crediting the invoice, or in Fortnox) unless allow_subledger_voucher is set. Requires approval.

Fortnox-behörighet: bookkeeping

fortnox_list_suppliers

List suppliers (leverantörer) with number, name, organisation number, contact and payment details (bankgiro, plusgiro, bank account, IBAN), optionally filtered by one field at a time (name, supplier_number, organisation_number, email, city or phone; partial matches). Each supplier carries bank_details_changed_recently: true when its payment details changed within the last 30 days, a common invoice-fraud signal. Personal identity numbers (sole traders) are shown masked as YYMMDD-****.

Fortnox-behörighet: supplier

fortnox_get_supplier

Get one supplier's full record: contact details, payment details (BG, PG, bank account, IBAN/BIC), default account, terms of payment and currency. Includes bank_details_changed_recently (payment details changed within 30 days) with a warning to verify the change before paying. Personal identity numbers are shown masked as YYMMDD-****.

Fortnox-behörighet: supplier

fortnox_create_supplier

Create a supplier (leverantör) in Fortnox. Omit supplier_number to let Fortnox assign the next number. Payment details (bankgiro, plusgiro, bank account, IBAN/BIC) can be set here and are format-checked; changing them later is a separate action that requires approval. Does not check for existing suppliers with the same name or organisation number.

Fortnox-behörighet: supplier

fortnox_update_supplier

Update a supplier's master data (name, contact details, address, references, default account, terms of payment, currency, active flag). Only the fields given are changed; an empty string clears a field. Payment details (bankgiro, plusgiro, bank account, IBAN/BIC, bank) cannot be changed here; changing them is a separate action that requires approval.

Fortnox-behörighet: supplier

fortnox_update_supplier_bank_details

Change a supplier's payment details in Fortnox: bankgiro, plusgiro, clearing and bank account number, IBAN, BIC and bank name (an empty string removes a value). Values are format-checked (check digits for bankgiro, plusgiro and IBAN). Changed bank details are the most common invoice-fraud pattern, so only use this when the user has confirmed the new details with the supplier through a known channel. Requires approval; the approval shows old → new values.

Fortnox-behörighet: supplier

fortnox_list_supplier_invoices

List supplier invoices (leverantörsfakturor) with Fortnox's löpnummer (given_number), supplier, invoice number, dates, total, VAT, remaining balance and status. Filters: unpaid, unpaidoverdue, unbooked, fullypaid, cancelled, pendingpayment, authorizepending (awaiting attest). Narrow by supplier_number (exact), invoice_number or OCR (partial), invoice date range and final pay date range. A status filter can be combined with supplier_number (except authorizepending). Suppliers whose bank details changed in the last 30 days are flagged.

Fortnox-behörighet: supplierinvoice

fortnox_get_supplier_invoice

Get one supplier invoice with all rows (accounts, debit/credit, cost center, project), dates, totals, balance, booking/payment status, voucher references and comments. Includes bank_details_changed_recently with a warning when the supplier's payment details changed within the last 30 days.

Fortnox-behörighet: supplierinvoice

fortnox_create_supplier_invoice

Register a supplier invoice in Fortnox as unbooked (not yet in the ledger), for domestic invoices in SEK with normal Swedish VAT. Give the gross total, the VAT amount and the cost rows excluding VAT: the rows must balance (sum of rows + VAT = total). The tool adds the accounts payable row (leverantörsskulder, predefined SUPDEBT, normally 2440) and the input VAT row (predefined INVAT, normally 2641). Refuses an invoice number already registered for the supplier unless allow_same_invoice_number is true. Booking it is a separate action that requires approval.

Fortnox-behörighet: supplierinvoice, supplier

fortnox_bookkeep_supplier_invoice

Book (bokför) an unbooked supplier invoice: Fortnox creates the voucher in the supplier-invoice series and the invoice enters the ledger and accounts payable. This cannot be undone (only credited). Refused for booked or cancelled invoices, or when expected_total does not match. Requires approval.

Fortnox-behörighet: supplierinvoice

fortnox_approve_supplier_invoice

Approve (attestera) a supplier invoice in Fortnox's approval workflow: for bookkeeping, for payment, or both. Only for companies that use attest in Fortnox; Fortnox decides whether the connected user may approve. Approval for payment releases the invoice to be paid, so the approval preview shows the supplier's payment details and warns when they changed in the last 30 days. Requires approval.

Fortnox-behörighet: supplierinvoice

fortnox_register_supplier_invoice_payment

Record in Fortnox that a supplier invoice has been paid (leverantörsbetalning), reducing its balance in accounts payable; optionally book the payment voucher right away. This only records the payment in the books: it never moves money or sends a payment to the bank. Use it after the payment has been made. Amount must not exceed the remaining balance unless allow_overpayment is set. SEK invoices only. Requires approval.

Fortnox-behörighet: payment, supplierinvoice

fortnox_get_reference_data

Read Fortnox registers and settings used when creating documents and vouchers. type: voucher_series (per financial year; Manual tells whether manual vouchers are allowed), cost_centers, projects, terms_of_payment, ways_of_delivery, terms_of_delivery, units, currencies, price_lists, modes_of_payment (code + bank account), predefined_accounts (e.g. SUPDEBT, INVAT, SALES_25_SE), locked_period (bookkeeping is locked through this date) or financial_years (ids and dates; current flag).

Fortnox-behörighet: settings

fortnox_create_project

Create a project in Fortnox, used as a dimension on vouchers, invoices and supplier invoices for project accounting. Omit project_number to let Fortnox assign the next number. Does not check for existing projects with the same name.

Fortnox-behörighet: project

search

Search the connected Fortnox companies' customers, suppliers, customer invoices, supplier invoices and articles by name, number, organisation number, e-mail or OCR number. Words such as 'invoice', 'supplier' or 'faktura' in the query narrow the record types. Returns up to 20 results, each with an id and a title; the ids identify full records.

fetch

Retrieve one Fortnox record (customer, supplier, customer invoice, supplier invoice or article) by its result id, as readable text with key metadata. Customer and supplier records include a summary of their open invoices when available. Personal identity numbers are not shown.

fortnox_get_action_status

Check an action that required the user's approval in the browser (returned as status "approval_required" with an action_id). Returns pending, approved (being executed right now), executed (with the result), rejected, expired or failed (with the reason; outcome_unknown: true means Fortnox may have carried it out anyway).

fortnox_api_get

Read-only GET of a Fortnox API v3 resource for data the dedicated tools do not cover (e.g. contracts, accruals, prices, article URL connections, labels, customer references, EU VAT limit). Paths, query parameters and fields are documented at https://api.fortnox.se/apidocs. The path must start with /3/ and be a list or single-record endpoint of an allowed resource: accountcharts, accounts, articles, articleurlconnections, companyinformation, contractaccruals, contracts, contracttemplates, costcenters, currencies, customerreferences, customers, euvatlimitregulation, financialyears, invoiceaccruals, invoicepayments, invoices, labels, modesofpayments, offers, orders, predefinedaccounts, predefinedvoucherseries, pricelists, prices, projects, settings, supplierinvoiceaccruals, supplierinvoiceexternalurlconnections, supplierinvoicepayments, supplierinvoices, termsofdeliveries, termsofpayments, units, vouchers, voucherseries, wayofdeliveries. Query parameters go in `query` (lower-case names, e.g. {"filter":"unpaid","limit":"50"}). Large results are trimmed. It never changes data.