diff --git a/extensions/general/mcp-server/skills/onboarding.ts b/extensions/general/mcp-server/skills/onboarding.ts index 6e84d703..c385a280 100644 --- a/extensions/general/mcp-server/skills/onboarding.ts +++ b/extensions/general/mcp-server/skills/onboarding.ts @@ -100,11 +100,22 @@ When the user had a previous system, history comes before the bank: it is the fastest path to a ledger that shows real value, and bank history rarely reaches far enough back anyway. -1. Tell them where to export: **Fortnox** Register → Exportera → SIE 4, - **Visma eEkonomi** Bokföring → Export SIE, **Bokio** Inställningar → - Exportera data → SIE, **Björn Lundén / Briox / Wint** under Export. - Every Swedish system exports SIE4 (.se/.sie); ask them to attach the - file here in the chat. +1. Branch on WHICH system they name: + - **Fortnox / Björn Lundén / Briox / Wint** (API-connected systems): + offer TWO paths and recommend by need. The FULL migration at + \`/import?mode=migration&provider=\` + connects to the old system directly and fetches every fiscal year + PLUS invoices, customers, suppliers and documents: recommend it when + they have open fakturor or want underlag along. The QUICK path is a + SIE export dropped here (Fortnox: Register → Exportera → SIE 4): + ledger only, fastest. Either way the result lands in the same books. + - **Visma eEkonomi / Bokio**: no API export exists; ask for the SIE + file (Visma: Bokföring → Export SIE; Bokio: Inställningar → + Exportera data → SIE) and use the drop card. The wizard at + \`/import?mode=migration&provider=\` can complement with + invoices and customers AFTER the SIE import. + - **Annat/okänt system**: every Swedish system exports SIE4 + (.se/.sie); ask them to export it and drop it here. 2. As soon as SIE import is the next step, call \`gnubok_create_sie_upload\`. On claude.ai/Desktop it renders a DRAG-AND-DROP card: the user drops the file on it and the card itself