suggest-category

Help the user find the correct SKR chart of accounts category.

IMPORTANT: SME accounts only. This skill applies to GmbH/UG companies that use DATEV standard chart of accounts (SKR03/SKR04). For freelance accounts, use categorize_transaction instead — it has its own category set and AI detection.

How to determine account type

Call get_company_details and check the isSme field:

• isSme: true → Use this skill (SKR tools below)
• isSme: false → Use categorize_transaction for freelance AI categorization

Workflow

1. Determine the search approach based on what the user provides:

   • If they provide an account number or prefix (digits like 42, 4200, 6300), use search_skr_by_code for instant CSV-based results.
   • If they describe a category by name or purpose (e.g. "office rent", "Reisekosten", "software subscriptions"), use suggest_skr_category which leverages OpenAI to semantically match against the full catalog.

2. Show results clearly: Present the matches with:

   • Account number (code)
   • German name (nameDe)
   • English name (nameEn)
   • Let the user pick the best fit.

3. Check the company's existing categories: Call list_company_categories to see if the desired category is already provisioned. If it is, inform the user — no need to create a new one.

4. Create the category if needed: If the user wants to add it, use create_company_category with:

   • The account code from the SKR catalog
   • The name (use the language the user prefers)
   • The cashflow type (INCOME or EXPENSE)
   • Optional German name and description

5. Context: The company's active chart of accounts (SKR03 or SKR04) determines which catalog is searched. You can check the current template via get_company_details.

Tool summary

Tool	For	What it does
search_skr_by_code	SME only	Fast CSV lookup by account number prefix
suggest_skr_category	SME only	AI (OpenAI) semantic search by name/description
create_company_category	SME only	Create a new custom DATEV category
list_company_categories	SME only	List categories already provisioned for the company
categorize_transaction	All accounts	AI detection for a specific transaction (freelance + SME)

Tips

• The full SKR catalog has ~1000+ entries — the tools handle search/filtering, don't try to list everything.
• Prefer search_skr_by_code over suggest_skr_category when possible (faster, no OpenAI cost).
• categorize_transaction is a different tool — it classifies a specific transaction. The SKR tools here help find/create account codes for the company's category setup.
• Common SKR04 ranges: 0xxx = assets, 1xxx = financial accounts, 2xxx = liabilities, 3xxx = income, 4xxx = material costs, 5xxx = depreciation, 6xxx = other expenses, 7xxx = extraordinary items.