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Clear Books connector

Back to the connector overview, authentication methods, and actions.
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27 Oct 2026
releasePromoted to GA. Version normalized to 1.0.0 in line with the GA versioning policy (GA connectors are versioned 1.0.0 or higher); no functional changes in this version.
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26 Oct 2026
bug-fixFixed invoice online-payment guidance, required VAT treatment parameter, and customer lookup to prevent duplicate customer creation.
clearbooks_create_customer, clearbooks_create_sales, clearbooks_list_customers, clearbooks_list_vat_treatments, clearbooks_update_sales_document
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26 Oct 2026
guideFixed the OAuth 2.0 setup guide to show where to find Security settings and moved the multi-factor authentication step to before OAuth app creation.
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22 Oct 2026
bug-fixMarked the X-Business-ID header as optional on every action (it is resolved automatically for single-business users, so list_businesses no longer needs to be called first), and clarified get_customer, get_supplier and list_vat_treatments so agents reuse the full records and VAT keys that list actions already return instead of re-reading them.
clearbooks_create_account_code, clearbooks_create_allocation, clearbooks_create_bank_account, clearbooks_create_customer, clearbooks_create_payment, clearbooks_create_purchase, clearbooks_create_sales, clearbooks_create_supplier, clearbooks_delete_account_code, clearbooks_delete_allocation, clearbooks_delete_bank_account, clearbooks_delete_customer, clearbooks_delete_payment, clearbooks_delete_purchase_document, clearbooks_delete_sales_document, clearbooks_delete_supplier, clearbooks_get_account_code, clearbooks_get_allocation, clearbooks_get_bank_account, clearbooks_get_customer, clearbooks_get_payment, clearbooks_get_purchase_document, clearbooks_get_sales_document, clearbooks_get_supplier, clearbooks_list_account_codes, clearbooks_list_allocations, clearbooks_list_bank_accounts, clearbooks_list_customers, clearbooks_list_payments, clearbooks_list_purchases_by_type, clearbooks_list_sales_by_type, clearbooks_list_suppliers, clearbooks_list_vat_rates, clearbooks_list_vat_treatments, clearbooks_update_account_code, clearbooks_update_bank_account, clearbooks_update_customer, clearbooks_update_payment, clearbooks_update_purchase_document, clearbooks_update_sales_document, clearbooks_update_supplier
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20 Oct 2026
bug-fixClarified tool descriptions across sales, VAT, contacts, payments, bank accounts and allocations, enabled partial updates to sales documents, and made record lookups and list sorting more reliable.
clearbooks_create_allocation, clearbooks_create_sales, clearbooks_delete_account_code, clearbooks_delete_allocation, clearbooks_delete_bank_account, clearbooks_delete_customer, clearbooks_delete_payment, clearbooks_delete_purchase_document, clearbooks_delete_sales_document, clearbooks_delete_supplier, clearbooks_get_account_code, clearbooks_get_allocation, clearbooks_get_bank_account, clearbooks_get_business, clearbooks_get_customer, clearbooks_get_payment, clearbooks_get_purchase_document, clearbooks_get_sales_document, clearbooks_get_supplier, clearbooks_list_account_codes, clearbooks_list_bank_accounts, clearbooks_list_businesses, clearbooks_list_customers, clearbooks_list_payments, clearbooks_list_purchases_by_type, clearbooks_list_suppliers, clearbooks_list_vat_rates, clearbooks_update_account_code, clearbooks_update_bank_account, clearbooks_update_business, clearbooks_update_customer, clearbooks_update_payment, clearbooks_update_purchase_document, clearbooks_update_sales_document, clearbooks_update_supplier
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15 Oct 2026
new-actions data-syncInitial release covering account codes, allocations, bank accounts, businesses, customers, payments, purchase documents, sales documents, suppliers and VAT reference data via the Clear Books REST API.