Intake contract
intake_contractThe shape a Taokeh document needs, so you can turn a paid receipt, a sales note, a supplier bill, a customer payment, a payment you made to a supplier, a sales return, a bank statement or a whole set of OPENING BALANCES into a correctly-formed submission: required fields, how to read totals / measurements / SST, and a worked example grounded in this company. Pass doc_type 'expense' (default), 'invoice', 'bill', 'purchase_order', 'statement', 'receipt', 'payment', 'credit_note', 'sales_debit_note', 'journal', or — when this company is SWITCHING from another accounting system — 'historical_document' (ONE already-issued invoice or supplier bill being brought across in bulk with stage_document), 'trial_balance', 'aged_receivables' or 'aged_payables', which are staged in one call each with stage_opening_balances, and 'accounts', 'products', 'contacts', 'settings' or 'employees' (its CHART OF ACCOUNTS, its item list, its customer/supplier book, its COMPANY SETUP and its STAFF LIST), which are staged in one call each with stage_master_data — do 'accounts' first, since the trial balance matches against the chart. The 'settings' contract lists every stageable key, its meaning and current value, plus every owner-only setting the AI may never write and the reason/page for each. The 'employees' contract is ADMIN-ONLY. Nothing posts on its own — the user reviews everything in Taokeh.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| doc_type | No |