Utilisez Money Forward avec
Sokko.
Connectez Money Forward et dites à Sokko quoi faire. Il exécute les actions que vous demandez et réagit à ce qui se passe. Sans workflows, sans code.
Fonctionne avec plus de 1 000 outils · Aucun code requis
Actions
Tout ce que Sokko peut faire dans Money Forward
Chaque action Money Forward que Sokko peut exécuter. Demandez-en une en une phrase et c'est fait.
Create Journal
Create and persist an accounting journal with one to 300 debit and credit lines. This action changes the connected Cloud Accounting ledger. On create, Money Forward appends a newline and the OAuth application name to memo; leave room within the 200-character input limit and trust the returned memo as the persisted value.
Create Trade Partners
Create and persist one or more Cloud Accounting trade-partner master records in one batch. A successful call has a persistent side effect; the approved API surface provides no operation to update or delete these records.
Create Transactions
Create and persist a batch of one to 1,000 manual transactions under one Money Forward connected service. New transactions can take a short time to appear in filtered transaction lists.
Create Vouchers
Persist one to five base64-encoded voucher files in Money Forward Cloud Accounting and optionally attach them to a journal. A successful call stores the uploaded evidence; the documented vouchers API can detach a voucher from a journal but does not provide an operation to delete the stored file.
Delete Journal
Permanently delete one Money Forward Cloud Accounting journal by ID. Back up the journal before deletion; if it is linked to a transaction, that transaction becomes excluded.
Detach Voucher From Journal
Remove the association between one Money Forward voucher and one journal. This irreversible update does not delete the stored voucher file.
Get Account Balance Trends
Return monthly balance-sheet or profit-and-loss trends for a fiscal period; the report excludes unrealized journals and aggregates all departments.
Get Journal
Return one accounting journal by its journal ID, including debit and credit branches and attached voucher IDs.
Get Accounting Office
Return the connected Cloud Accounting office and its accounting periods; fails if the tenant is not registered for Cloud Accounting.
Get Tenant
Return the code and name of the Money Forward business tenant authorized by the connected account.
Get Trial Balance
Return a balance-sheet or profit-and-loss trial balance for a fiscal period; the report excludes unrealized journals and aggregates all departments.
Journalize Transaction
Create and persist a journal from one Money Forward transaction using the supplied account classification. This compound operation also irreversibly changes the source transaction's journalizing state.
List Accessible Accounting Offices
List every Cloud Accounting office available to the current authorization; offices that cannot use Cloud Accounting are excluded.
List Accounts
List Cloud Accounting chart-of-account entries and their IDs for use in journals and reports.
List Connected Accounts
List external financial services connected to the current Cloud Accounting office, including manual status and linked account and sub-account IDs.
List Departments
List Cloud Accounting departments and their IDs for interpreting or constructing journal lines.
List Journals
Return one page of accounting journals whose transaction dates fall in the requested period, optionally filtered by account, transaction IDs, or realization status. Use page and the returned total_pages value to continue through the results.
List Sub-Accounts
List Cloud Accounting sub-accounts, optionally limited to one parent account, and return their IDs and tax mappings.
List Tax Categories
List Cloud Accounting tax categories, rates, availability, and IDs used on journal lines.
List Term Settings
Return all accounting-year settings for the connected Cloud Accounting office, ordered by descending start date.
List Trade Partners
List Cloud Accounting trade partners and their codes, registration numbers, and availability for use on journal lines.
List Transactions
Return one page of collected transaction details for an inclusive date range, with connected-account, amount, text, journalization-status, and ordering filters. Use page and the returned total_pages value to continue through the results. Newly created transactions can take a short time to appear in filtered lists.
Update Journal
Replace an existing accounting journal's writable fields. This is a full replacement: writable fields omitted from the journal body are overwritten rather than preserved.
Tout connecter
Dans votre Slack en deux minutes.
Aucun workflow à configurer. Activez les outils que vous utilisez déjà et votre agent se met au travail.
Ajouter à Slack
1
Ajoutez Sokko à Slack
Un clic depuis la marketplace Slack. Toute votre équipe a Sokko d'un coup.
2
Connectez vos outils
Sokko fonctionne avec plus de 1 000 apps et n'importe quel serveur MCP.
Martin
9:53 AM
@Sokko
Que peux-tu faire avec Money Forward ?
3
Mettez Sokko au travail
@mentionnez Sokko dans n'importe quel canal et c'est parti. Quelques minutes, pas un week-end.
Vos questions, nos réponses.
Sokko est un assistant IA qui vit dans votre Slack. Connectez vos applis, demandez ce dont vous avez besoin en langage courant, et Sokko s'occupe du travail à votre place.
Composio supports this app with a custom OAuth client. Sokko's automatic connection flow does not configure that client yet. Check the provider's authentication documentation or a custom MCP route.
Non. Il n'y a rien à créer ni à configurer. Vous demandez à Sokko dans Slack comme vous le demanderiez à un collègue, et Sokko s'occupe du reste.
Oui. Demandez une fois et dites à Sokko quand le répéter, par exemple chaque lundi à 9 h, et cela devient une routine qui tourne sans vous.
Lire et agir sur les données dans Money Forward, et déclencher des workflows quand quelque chose y change. Dites à Sokko le résultat que vous voulez et il s'occupe du reste.
Oui. Sokko se connecte à plus de 1 000 applis et à n'importe quel serveur MCP : vous pouvez donc confier des tâches qui couvrent Money Forward et le reste de votre stack en une seule demande.