pennylane-accounting-exportslisted

Produce Pennylane accounting exports for an accountant or an audit: FEC (French fiscal export), general ledger, analytical general ledger, trial balance, and reading fiscal years. Use when the user asks for a FEC, a general ledger, a trial balance, an export for the accountant, closing a fiscal year, or "get me the accounts for that period". Load the pennylane-access skill first.
Xileades/pennylane-api-toolkit · ★ 0 · Data & Documents · score 70

Install: claude install-skill Xileades/pennylane-api-toolkit

# Accounting exports **Prerequisite: `pennylane-access`.** Scopes: `exports:fec`, `exports:gl`, `exports:agl`, `trial_balance:readonly`, `fiscal_years:readonly`. ## 1. Always start with the fiscal year Exports take **a date range, never a fiscal year id**. So read the year first: ```powershell $fy = PLGetAll 'company-a' 'fiscal_years' $null '-start' $fy | Select-Object id, start, finish, status ``` `status`: `open`, `reopen`, `closed`, `frozen`. There is **no "current fiscal year" endpoint and no server-side filter on status**: the selection happens in memory. **Several years can be open at once** (`open` + `reopen`) — do not assume uniqueness, and confirm with the user when it is ambiguous. ## 2. The three exports Same model for all three: **create a job, poll, then download**. Not a synchronous download. | Export | Create | Poll | Scope | Format | |---|---|---|---|---| | FEC | `POST /exports/fecs` | `GET /exports/fecs/{id}` | `exports:fec` | undocumented | | General ledger | `POST /exports/general_ledgers` | `GET /exports/general_ledgers/{id}` | `exports:gl` | xlsx | | Analytical general ledger | `POST /exports/analytical_general_ledgers` | `GET /.../{id}` | `exports:agl` | xlsx | ```powershell $base = 'https://app.pennylane.com/api/external/v2' $hd = PLHdr 'company-a' $b = @{ period_start = '2026-01-01'; period_end = '2026-12-31' } | ConvertTo-Json $job = Invoke-RestMethod -Uri "$base/exports/fecs" -Headers $hd ` -Method Post -ContentType 'applicati