master-data

Reference data for bank accounts, categories, cost centers, and currencies.

Source path: libraries/finance/src/finance-bank-accounts.controller.ts, finance-categories.controller.ts, finance-cost-centers.controller.ts, finance-currencies.controller.ts

Module file: finance.module.ts

Introduction

Before titles or settlements can exist, Finance needs master data. This submodule groups the reference catalogs that the rest of the module depends on: financial categories, cost centers, bank accounts, and currencies.

Categories also support hierarchy and move operations, making them more than a flat lookup table. Together these resources shape the accounting structure later used by installments, statements, and forecasting.

HTTP Endpoints

19 endpoints

List bank accounts.

Create a bank account.

Update a bank account.

Params: id (int)

Delete a bank account.

Params: id (int)

List finance categories.

Create a finance category.

Update a finance category.

Params: id (int)

Move a category in the hierarchy.

Params: id (int)

Inspect category usage before deletion.

Params: id (int)

Soft-delete a finance category.

Params: id (int)

Permanently delete a category.

Params: id (int)

List cost centers.

Create a cost center.

Update a cost center.

Params: id (int)

Delete a cost center.

Params: id (int)

List currencies.

Create a currency.

Update a currency.

Params: id (int)

Delete a currency.

Params: id (int)

MCP Tools

Named tools callable by AI models via the Model Context Protocol (MCP).

finance.bank-accounts.list
List bank accounts
finance.categories.list
List finance categories
finance.cost-centers.list
List cost centers
finance.currencies.list
List currencies