MCP tools

Add a legal reason for processing the personal data of a contact, picked from the company list or written out, with how long it lasts.

Add a line by hand: a return (21), a free replacement (22, 23), or goods without an invoice.

Use a part from stock on a service job. The stock issue posts at once; there must be enough in the warehouse. On a warranty repair it posts as a cost (548), not as a sale. Get IDs first: itemId from list-items, warehouseId from list-warehouses.

Log work on a service job.

Approve a received invoice or an advance to a supplier for payment, or one step of its scenario. Only the named approver, an owner, or an accountant can, and one person decides one step.

Give many contacts the same reason for processing at once.

Download the PDFs of many documents as one ZIP. A document without a PDF is listed in chyby.txt inside. Returns the file as base64.

Change a field on many contacts at once, or add them to a group or take them out. Documents already issued keep the details they were issued with.

Change a field on many documents at once (POHODA Upravit vše). A draft takes all of them; past draft only the due date and notes, and anything else fails for that document. Each document goes through its own update, with its own rules. Amounts, dates, and the partner are not offered: a document already issued keeps what it said.

E-mail many issued documents to their customers, each with its PDF. Uses each contact e-mail and the document type template.

Export the selected documents as a table: format=xlsx or csv. Returns the file as base64.

Hromadná fakturace: create one invoice, proforma, quote, or order per contact from the same lines or a sample document. Drafts unless issue=true; each answers on its own. At most 200 at once here: createBulkJob runs more through the queue. Each document takes its address, due days, and language from its contact, and goes through the same rules as one made by hand, including the credit limit when issued. Legal effect: this changes the books, the tax evidence, or a legal document. Show the user what will happen and confirm first.

Issue many draft documents at once. Each one is numbered and posted on its own; the answer lists successes and failures. A document over Kredit max fails with credit_limit_exceeded while the rest go on. An owner or accountant may then send those ids again with overrideCreditLimit.

Settle many documents at once: pair each with its one exact bank movement, or with mode=manual record it as paid on a date. Bank mode pairs only when exactly one open movement has the same direction, currency, amount, and variable symbol. Anything else is reported, never guessed.

Cancel a complaint recorded by mistake. Cannot be undone: ask the user first.

As the checking person, approve a finished task, which completes it and starts its next repeat, or send it back to the assignee. Only the person named as checker, an owner, or an accountant may do this. Sending it back reopens the task and adds the note to its text.

Check a layout without saving it, and say by name what stops it being used: anything the law requires that is missing or covered, a formula that cannot be read, a field the document does not have.

Close a service job without an invoice, such as a warranty repair.

Pair the documents and bank movements a person accepted in the review. Each pair posts on its own and answers on its own. Legal effect: this changes the books, the tax evidence, or a legal document. Show the user what will happen and confirm first.

Mail merge (hromadná korespondence): a letter per contact as PDF files in a ZIP, format=docx to fill a Word template per contact in a ZIP, or format=csv for the merge data. A Word template marks its places with {{name}} or a Word MERGEFIELD of the same name: name, person, ico, dic, email, phone, street, city, postalCode, companyName. An unknown one is refused, so a typo does not leave a gap in a letter. Returns the file as base64.

Name who stands in during an absence: between the dates they may decide what waits on the person away. One person still decides one step.

Create an approval scenario: at least two members in the order they approve, and optionally the amount in haléře from which it applies on its own. A document already in approval stays on its route. With no scenario a document goes to one approver, as before.

Run a bulk operation on any number of documents in the background, up to 20 000. Answers at once with a job to watch; each document still stands on its own. Takes the same body as the operation it names. getBulkJob tells how far it got and what happened to each. PDFs in a ZIP and exports end as a file: downloadBulkJobFile. Legal effect: this changes the books, the tax evidence, or a legal document. Show the user what will happen and confirm first.

Add a carrier. Česká pošta exports in its published posting sheet (ePA), Packeta in its packet import; any other carrier in generic CSV, or through its own API (Packeta, PPL, DPD, GLS) where the operator allows.

Record a complaint against a sale. For a consumer the 30-day deadline of § 19 zákona 634/1992 Sb. is set automatically.

Add a note, call, meeting, or task to a contact. A task with a due date shows in K vyřízení, and can have subtasks, a checker, a repeat, and a reminder.

Record a contract with a partner. It gets its own number; attach the signed file to it through the document archive.

Add an amendment (dodatek) to a contract. It can move the end date and change the value.

Define a custom field: text, number, date, or a choice from options, on contacts, items, or one kind of document.

Save paid documents as a batch. Each keeps the data as it is now: a later change to the document does not reach the batch. A delivery outside the recorded basis (§ 78) stops it.

Add a reason for processing to the company list: its name, legal basis, description, and how long it lasts.

Prepare the declaration for a month and direction from EU goods invoices. Kind negative or simplified carries no goods lines.

Create a job order. It gets its own project dimension to choose on documents, so their postings count toward it.

Save a named variant of a report. Without a layout it starts from a free layout that holds everything the document requires. A free layout places elements anywhere on the page in millimetres. A layout that leaves out or covers something the law requires is refused with the reason by name in `problems`. Marking it as the default makes new PDFs use it; an issued document keeps the PDF it was issued with.

Keep documents of a period past their retention, for an inspection or a dispute. Until it ends, none of them can be shredded, whatever its type. No dates means every document. It covers documents by their date, so what is uploaded later falls under it too. The law names no end date for these, so it holds until `until` or until it is released. Citation: § 32 of zákon 563/1991 Sb., § 148 of zákon 280/2009 Sb.

Save a custom report.

Take in a device for service. Get IDs first: contactId from list-contacts.

Create a shipment for a carrier. Named from a document, it takes the delivery address and cash on delivery from it; from a contact, its address. Get IDs first: carrierId from list-carriers.

End a stand-in. Cannot be undone: ask the user first.

Delete an approval scenario. Documents under way keep their steps. Cannot be undone: ask the user first.

Delete a carrier no shipment uses. One that has shipments is set inactive instead. Cannot be undone: ask the user first.

Delete an activity. Cannot be undone: ask the user first.

Remove a reason for processing entered by mistake. To end one, set its end date instead, so the history stays. Cannot be undone: ask the user first.

Delete a contract recorded by mistake, with its amendments. An ended contract is kept by setting its status. Cannot be undone: ask the user first.

Delete an amendment recorded by mistake. Cannot be undone: ask the user first.

Delete a custom field definition. Values already stored stay on the records and in exports, and are no longer shown. Cannot be undone: ask the user first.

Shred a document, removing the file. Refused while the statutory retention period runs, or while an inspection or dispute holds it. Cannot be undone: ask the user first.

Delete a batch not yet exported, so its invoices are offered again. Cannot be undone: ask the user first.

Remove a reason from the company list. One already used on a contact stays and can only be stopped being offered. Cannot be undone: ask the user first.

Delete a declaration that has not been filed. Cannot be undone: ask the user first.

Delete a job order nothing was posted or linked to. Otherwise cancel it. Cannot be undone: ask the user first.

Delete a saved variant. If it was the default, the section layout prints again. Other variants linked to it stop printing it. Cannot be undone: ask the user first.

Delete a saved report. Cannot be undone: ask the user first.

Delete a service job that has no parts yet. Otherwise cancel it. Cannot be undone: ask the user first.

Delete a shipment not yet handed to the carrier. Cannot be undone: ask the user first.

Download the ZIP or the table a finished bulk job made. Returns the file as base64.

Download the carrier's own labels through its API (Packeta, PPL, DPD, GLS). Only for shipments it already holds, and only where the operator allows live calls. Returns the file as base64.

Complaint protocol PDF: the intake confirmation of § 19 odst. 2, or the resolution confirmation of § 19 odst. 5. Returns the file as base64.

Download a document. Returns the file as base64.

Download the declaration as the CSV file that InstatEvo imports (structure valid from 1 January 2026). Returns the file as base64.

Service protocol PDF with device, problem, work, and parts, in Czech, English, German or French. Returns the file as base64.

Export a custom report as format=xlsx, csv, or pdf without saving it. Returns the file as base64.

Download the CSV for the Ministry’s bulk import: CP 1250, semicolons, its own header. Refused while a line would be rejected. Returns the file as base64.

Export a saved report as format=xlsx, csv, or pdf. Returns the file as base64.

Download the carrier file: the Česká pošta posting sheet (ePA), or generic CSV for any other carrier. Exported shipments leave later exports. Get IDs first: carrierId from list-carriers. Returns the file as base64.

Make shipments for documents, as POHODA's Vygenerovat zásilky: one per document that has none yet, each answering on its own. Get IDs first: carrierId from list-carriers.

How far a bulk job got, and what happened to each document so far.

Get a complaint.

How many days the company works to on a complaint between businesses. The law sets no number for them.

No parameters.

Get the GDPR overview of a contact: reasons for processing and their validity, last use on documents, restriction, unsubscribe.

See how a bulk e-mail is going: its status, and what happened to each recipient.

Say whether an SMS gateway is connected, and how many texts may still go out today.

No parameters.

Get a contract with its amendments.

Get a document.

On what basis the company supplies náhradní plnění (§ 81 odst. 2 písm. b), § 78 zákona o zaměstnanosti), and until when.

No parameters.

Get a declaration with its lines and what stops each line from being filed.

Get the Intrastat data of a document: transaction nature, transport, delivery terms, or that it is excluded.

Get the Intrastat data of a stock item: commodity code, mass per unit, country of origin. Get IDs first: itemId from list-items.

Whether Intrastat is due this month in each direction: running total against the 15 million CZK threshold, duty carried from last year, deadline.

Get one approval with its history.

Whether received invoices must be approved before a payment order, and who approves by default.

No parameters.

Get a job order with its documents, monthly revenue and cost, and profitability.

Profitability report across job orders: revenue, cost, margin, and budget use, with totals.

List the document types with a print layout: their blocks and columns, which of them the law keeps on the document, and the languages each prints in.

No parameters.

Download a picture from the archive or a stock item, to show it in the layout editor. Returns the file as base64.

Get the pictures a layout can use: PNG and JPEG images from the document archive, and pictures of stock items.

No parameters.

Get the print layout of a document type: which blocks appear in what order, the line table columns and their widths, added text. Language optional; without it, the layout all languages share.

Get the document print options: logo position, accent colour, footer, and what shows.

No parameters.

Get one saved variant of a report with its layout, what prints with it, and anything that stops it printing.

What a custom report can show: agendas, their columns, and the conditions each column allows.

No parameters.

Get a saved report.

Get a service job with its work log, parts, and totals.

Get a shipment.

Read a CSV of shipment statuses from a carrier. Generic: a header row with a shipment or tracking number column and a status column. Each row answers on its own. A status worded in a way we do not know is kept as text and changes nothing. No carrier publishes one status file format we could read, so columns go by name, not by carrier.

Turn a service job into an invoice from its work log and parts, as a draft unless issue is set.

Assign a draft document to a job order. A posted document cannot move: its journal entry already carries the dimension.

List who stands in for whom in approvals, and when. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List approval scenarios: several approvers in order, optionally applied on their own from an amount. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List bulk jobs running in the background and how they ended, newest first. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List carriers (dopravci): each is a preset way of sending, with the file format its shipments export in. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List complaints (reklamace) with their deadline state. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List the notes, calls, meetings, and tasks of a contact, newest first. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List bulk e-mails sent, newest first, with how many went out. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List SMS messages, newest first, with what happened to each. contactId narrows it to one contact. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List contacts by the state of their GDPR reasons (none, valid, expiring, expired, future, or restricted), on a given day, or by POHODA's searches over chosen reasons. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List contracts (smlouvy) with their partner, status, and end date as amended. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List the custom fields a company defined, optionally for one kind of record. Most companies have none. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

Search the document archive by title, file name, note, or the words inside PDF, Office, text and XML files; filter by what it is attached to, date, or retention. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List batches of evidence náhradního plnění. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

Paid invoices, till receipts, cash receipts and advances not yet in a náhradní plnění batch, with the amount without VAT and the 30-day deadline. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List the company list of reasons for processing that a reason on a contact is picked from. A company without any gets four to start from. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

The credit notes of a month: which brought goods back (reported with code 21), and which only changed a price, with whether the original declaration must be corrected (over 5 %, or the whole price). Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List Intrastat declarations. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List received invoices and advances to suppliers in approval, with their status and approver. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

Members of the company who can be named as approvers. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List job orders (zakázky) with revenue, cost, and margin from the books. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List the saved variants of the reports, for one document type or all, with which is the default. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List what keeps documents past their period: an inspection, a dispute, a complaint, an unpaid debt. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

Statutory retention periods (skartační lhůty) with their legal citation. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List saved custom reports. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List service jobs. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List shipments (zásilky), by carrier, status, document, or contact. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List tasks across all contacts, soonest first: assignedTo=me for my own or a colleague, checker=me and toCheck=true for what waits for my check. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

Mark a declaration as filed in InstatEvo and lock it. Filing itself happens in the customs application; this API cannot submit.

Propose bank movements for many documents, for a person to review: best match first, with why it fits. Pairs nothing. Goes beyond one exact match: part payments, a number in the message, a known account, and more than one candidate. confirmBulkMatch pairs what the person accepts.

See who a bulk e-mail would reach and why anyone is left out, with the first message filled in. Sends nothing.

See who a text would reach and why anyone is left out, with the first message filled in. Sends nothing.

Render a sample PDF of a document type with these options and this layout, without saving them. Refreshing it after each change is a live preview. Returns the file as base64.

Print a document in a variant, together with what is linked to that variant, as one PDF. The PDF stored when it was issued stays its original. Without a variant it uses the default for the document. `alone` leaves linked reports out. Returns the file as base64.

Print addressed envelopes, DL by default or C6 or C5, for shipments or for contacts, one per page at envelope size. Returns the file as base64.

Print labels on a sheet: stock items or the addresses of contacts, in the default variant or the one asked for. A part-used sheet can go through again with `skip`. Returns the file as base64.

Fill in Poštovní poukázka A for what a document asks to be paid, to print over a form from Česká pošta. Values follow the Česká pošta notice for account holders: whole crowns, equals signs in empty places, the account checked by modulo 11, codes 110 and 116. Field positions of the starting layout come from the dimensioned drawing in its Technická specifikace Pk A of 1. 6. 2019, read from a web archive's copy, with OCR-B type in the boxes and reading zone. A saved layout keeps its own positions. The notice requires machine-printed forms to be approved by Česká pošta from 20 samples, and the file number it assigns to be on each. Nothing has been printed on paper, and approval is the post's decision. Returns the file as base64.

Print a posting report (podací arch) of shipments: our own layout listing what goes out, not a form of a carrier. Returns the file as base64.

Print shipment labels as a PDF, one per parcel, A6 or four on an A4 sheet: our own layout with a Code 128 of the tracking number, not a carrier's label. A carrier that scans its own label needs that one: downloadCarrierLabels, where its API is connected. Returns the file as base64.

Read the documents again after changing item or document data. Manual lines stay.

Reject a received invoice or an advance to a supplier with a comment. It stays out of payment orders until sent for approval again.

End an extended retention once the inspection or dispute is over. Ordinary periods apply again.

Remove a line of a draft declaration. Cannot be undone: ask the user first.

Remove a part from a service job and return it to stock by reversing the issue. Cannot be undone: ask the user first.

Remove a work log entry. Cannot be undone: ask the user first.

Unlock a filed declaration to correct it. A correction must also be sent in InstatEvo. Cannot be undone: ask the user first.

Send a document still in the inbox for approval, before any invoice is made from it. Until it is approved it cannot become a document; once approved, the document made from it is approved too.

Send a received invoice for approval, or again after a rejection: to one approver (one click, the default) or through a scenario of several in order.

Send a draft sales document, such as an issued order, for approval before it is issued: to one approver or through a scenario. Which kinds must be approved before issue is a company setting (salesKinds). Changing the lines, partner or currency of an approved draft cancels the approval.

Send an advance to a supplier for approval, or again after a rejection: to one approver (one click, the default) or through a scenario of several in order.

Forget the print layout of a document type and go back to the built-in one. Cannot be undone: ask the user first.

Close a complaint: repair, replacement, refund, discount, or rejection. Refund and discount create a credit note on the sale. The credit note stays a draft to check unless issueCreditNote is set. Replacement with a warehouse issues the goods from stock.

Restrict processing of a contact (GDPR Art. 18): it leaves the ordinary contact list and cannot go on a new document. Or lift the restriction.

Run a custom report without saving it. Returns rows and totals, up to 5000 rows.

Run a saved report.

Queue a bulk e-mail to contacts of this company, and answer at once. A marketing message is labelled, names the sender, and carries an unsubscribe link and List-Unsubscribe headers. Fields {{name}}, {{person}}, {{ico}}, {{dic}}, {{email}}, {{phone}}, {{street}}, {{city}}, {{postalCode}}, {{companyName}} fill per contact. Marketing goes only to contacts with consent or to customers, and never to one who unsubscribed (§ 7 zákona č. 480/2004 Sb.). At most 200 recipients per message and 1000 per day. It goes out in the background: follow it on GET /contacts/mailings/{id}. Sends a real email: confirm the recipient and the content with the user first.

Queue a business SMS to contacts, and answer at once. Answers sms_not_configured until an SMS gateway is set up by the operator. Goes out in the background: follow it on GET /contacts/sms. A marketing text is labelled, names the sender, and carries a way out, and goes only to contacts with consent or to customers (§ 7 zákona č. 480/2004 Sb.). At most 200 per sending and 1000 per day. The status says the gateway accepted a text; delivery reports are not read.

Set custom field values on one record. Pass only the fields to change, null clears one. Works on issued documents too: it changes nothing they say.

Record the agreement with the Labour Office, or that the company is a self-employed person with a disability or an integrating social enterprise. A batch then checks each delivery against it. The Ministry offers no interface to ask whether a company is recognised, so this is what the company states: nothing here reaches or confirms anything at the Labour Office.

Move a service job between received, in progress, ready, and cancelled. Cancelling needs its parts removed first.

Mark a complaint as being worked on.

Hand shipments to the carrier through its own API (Packeta, PPL, DPD, GLS). Only where the operator allows live calls. Each answers on its own. The carrier assigns the tracking number: Packeta and DPD straight away, PPL when it has processed the batch, GLS with the first label. Legal effect: this changes the books, the tax evidence, or a legal document. Show the user what will happen and confirm first.

Ask the carrier for the status of shipments it holds (Packeta, PPL, DPD, GLS). Only where the operator allows live calls. A sweep also does this by itself.

Change an approval scenario. A document already in approval stays on the steps it started with.

Change a carrier, or set it inactive.

Edit an open complaint. Changing the claim date or the agreed deadline recomputes the deadline.

Set how many days the company works to on a complaint between businesses. An agreed date always wins, and consumers keep their 30 days.

Edit an activity, or mark a task done.

Change a reason for processing, for example end it when consent is withdrawn.

Change a contract, including ending or terminating it.

Change an amendment.

Rename a custom field, change its options, or switch it off. Stored values stay.

Change the title, note, date, or retention type of a document.

Change a reason on the company list or stop offering it. Reasons already on contacts keep what they said.

Set the default transaction nature, transport, and delivery terms used for documents without their own.

Set the Intrastat data of a document, overriding the defaults, or exclude it from declarations.

Set the Intrastat data of a stock item. Get IDs first: itemId from list-items.

Correct a line of a draft declaration. Reading the documents again replaces corrections to generated lines: fix the item or document data to keep them.

Turn approval on or off. Turning it on sends every unpaid recorded invoice and advance to a supplier for approval.

Update a job order. Cancelling it hides its dimension from new documents.

Set the print layout of a document type, for one language or for all. New PDFs use it; an issued document keeps the PDF it was issued with. Blocks and columns the law requires are refused when hidden, so a tax document stays a tax document. To place things freely on the page, save a free layout as a print variant.

Set the document print options. New PDFs use them; an issued document keeps the PDF it was issued with. What the law requires on a tax document, such as seller and buyer, VAT breakdown, and tax wording, cannot be switched off.

Change a saved variant: its name, layout, what prints with it, or whether it is the default. A layout that leaves out or covers something the law requires is refused with the reason by name in `problems`.

Change a saved report.

Edit an open service job.

Change a shipment or its status. Once exported, only its tracking number, status, and note can change, as the carrier already holds the rest.

Upload a file to the archive, optionally attached to a document or contact. Its retention date follows from the type and date. fileBase64 up to 25 MB. Without retentionRule the type follows from what it is attached to. The custom rule takes retentionUntil.

Add an improvement of a vehicle under § 30a ZDP on a card of its own, sharing the M1 limit (§ 30a odst. 3, § 30e odst. 5).

Add an asset found on site that is not on the books (inventarizační přebytek).

Add an improvement or a user-paid cost of a leased M1 vehicle as a jiný majetek on its own card, sharing the limit with the lease (§ 30f odst. 5 až 8 ZDP). The first one sets the ratio of § 30f odst. 6, a further one odst. 7, buying the car out odst. 8, and from then the lease instalments use the same ratio (odst. 1 věta druhá).

Buy out the leased asset: MD 042 + 343 / D 321, creates the asset and places it in service. A buyout up to 80 000 Kč is expensed instead (§ 27 písm. a) and § 24 odst. 2 písm. zl) ZDP), and no asset is created. Legal effect: this changes the books, the tax evidence, or a legal document. Show the user what will happen and confirm first.

Change the tax entry price of an asset already depreciated for a reason other than an improvement: the rate stays (§ 29 odst. 7 ZDP), for example a change of VAT registration. amountHaler is signed. Registering for VAT lowers the price by the VAT claimed, cancelling a registration raises it by the deduction lost (GFŘ D-59 K § 29 bod 2 and 3). An M1 vehicle recomputes its limit (§ 30e odst. 4, § 30f odst. 4). Tax only, unless counterAccount posts the same change in double entry.

Close a stocktake once every line is counted; assets found elsewhere are moved unless applyMoves is false.

Daňová evidence: write the year’s tax depreciation and lease expense to the cash book as non-cash deductible rows. Guarded: one closed record per year. Rows use moneyAccount non_cash, so they change the tax base and no cash balance. Legal effect: this changes the books, the tax evidence, or a legal document. Show the user what will happen and confirm first.

Mark every uncounted line of a stocktake as found in full at its expected location.

Record what was found for one line of a stocktake: quantity, location, and a note.

Create a fixed asset card; it starts in acquisition until placed in service. Set isOpening with placedOn and opening values for assets already on the books; they post nothing when placed.

Create an asset from a received invoice line: reclassifies the cost to 042 and, with placeOn, posts MD 022 / D 042. Pass assetId to add another line to an asset still in acquisition. In daňová evidence the paid part of the line is removed from cash book expenses, because the price reaches the tax base through depreciation.

Add a technical improvement. It raises the entry price from its tax year; in double entry posts MD 022 / D 042. Under § 33 ZDP spending counts as an improvement above 80 000 Kč per asset per tax period. Below that the response flags it, and the taxpayer may still choose to treat it as one.

Add a part to a set of movable assets. The depreciation group follows the main item, and the card keeps the price. A part added after the set was placed in service needs a date. Its price changes the card only through a technical improvement or a price change, as § 26 and § 29 ZDP treat it; this list is the evidence.

Start a physical stocktake: snapshots fixed and small assets in use on the date, optionally for one location. Each part of a set of movable assets gets its own line under its card.

Create a lease contract and generate its instalments with 518 expense and 381 accrual release. A VAT payer enters amounts net of VAT. A non-payer has no deduction, so VAT becomes part of the expense: enter net amounts with vatRate, or gross amounts with vatRate 0. If you also record the lessor’s calendar as received invoices, do not post the instalments here as well.

Add a small asset to the register, optionally writing it off at once (MD 501 / D 112 in double entry).

Delete a fixed asset card that has not been placed in service and has no acquisition postings. Cannot be undone: ask the user first.

Remove a part entered by mistake. One that really left stays, with disposedOn. Get IDs first: itemId from list-items. Cannot be undone: ask the user first.

Delete a stocktake that is still open and has no resolved differences. Cannot be undone: ask the user first.

Delete a lease contract that has no posted payments. Cannot be undone: ask the user first.

Delete a small asset that has no write-off posting. Cannot be undone: ask the user first.

Dispose of an asset by sale, scrapping, damage, donation, or transfer to private use, with the right postings. Double entry: residual MD 541/551/549/543 / D 08x, then MD 08x / D 02x; a sale adds MD 311 / D 641 + D 343. If you also issue an invoice for the sale, leave saleHaler out so revenue is not posted twice. Cash book regimes write the deductible residual as a non-cash row. Legal effect: this changes the books, the tax evidence, or a legal document. Show the user what will happen and confirm first.

Dispose of part of an asset: the entry price drops, the rate stays (§ 29 odst. 7 ZDP), and the part leaves with its share of accumulated depreciation. Posts MD 08x / D 02x at the part’s cost and the part’s residual to 541/551/549/543/491. Cash book regimes write the deductible residual as a non-cash row. Pass toShareNumerator and toShareDenominator when selling part of a co-ownership share (§ 30e odst. 8 ZDP). Cannot be undone: ask the user first.

Take a small asset off the register; nothing is posted because it is already expensed. Legal effect: this changes the books, the tax evidence, or a legal document. Show the user what will happen and confirm first.

Download the XLSX template for importing asset cards, with an example row. Returns the file as base64.

No parameters.

Download the asset card as a PDF: values, tax and accounting depreciation, improvements, changes, and location history. Returns the file as base64.

Download the inventory list as CSV for a stocktake. Returns the file as base64.

Download the inventory list of fixed assets as a PDF, optionally as of a date. Returns the file as base64.

Download the count sheet of a stocktake to fill in on site. Returns the file as base64.

Download the inventurní soupis with found quantities and differences (§ 30 odst. 7 zákona o účetnictví). Returns the file as base64.

Get a fixed asset card with its improvements and current values.

Monthly accounting depreciation plan of an asset: posted months plus the months still planned.

Depreciation plan of all assets for a year: accounting by month next to tax for the year.

Inventory list of fixed assets with cost, accumulated depreciation, book value, and tax residual, optionally as of a date.

Inventory labels with a Code 128 barcode of the inventory number as PDF: an A4 sheet of 3 × 8, or one 50 × 30 mm label per page. Pass fixed and small asset ids separated by commas. A reader typing the number into the search box finds the card. Returns the file as base64.

Get a stocktake with its count lines, differences, and summary.

Tax vs accounting difference per asset for a year; adjustmentHaler positive raises the income tax base.

Tax depreciation schedule of one asset by year under § 30 to § 32 ZDP.

Asset figures for the income tax return of a year. The tax module reads this. double_entry: add adjustmentHaler to the accounting result (positive raises the base); it includes leaseAdjustmentHaler, the part of lease expense booked on 518 that § 30f or § 24 odst. 6 ZDP excludes. tax_records and single_entry: disposal residuals are written to the cash book as non_cash expense_deductible rows at the disposal date, so never add disposalDeductibleHaler again. When postedToCashBook is true, depreciation and the lease share are there too; when false, the year is not closed and deductibleHaler + leaseDeductibleHaler is still to come.

Yearly tax depreciation worksheet of all assets, with lease expense and whether the year is closed.

Get a lease contract with its instalment schedule and yearly tax allocation.

Import asset cards from XLSX with opening accumulated depreciation, for a company migrating mid-life. dryRun only validates. Cards are taken over as opening balances and post nothing. Tax accumulated depreciation needs the year and the number of years, because § 32 odst. 2 ZDP counts them. Rows with an error are skipped and listed.

Buy a larger co-ownership share: it merges into the entry price at the same rate (§ 30c ZDP), and an M1 vehicle recomputes its limit (§ 30e odst. 7).

List received invoice lines that could become assets: by default those above the 80 000 Kč threshold. Lines already linked to an asset and invoices in storno are left out. Set all=true to see smaller lines too. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

Received invoice lines that make up an asset’s price. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List posted monthly depreciation batches. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List asset disposals. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.

List technical improvements of a fixed asset. Paged: `limit` (default 50, at most 500) and `offset`. When `hasMore` is true, call again with `offset` set to `nextOffset`.