merit-profile

Merit Company Profile

Manage the company profile for: {{args}}

The profile is a local snapshot of this Merit account's own reference data (chart of accounts, banks, VAT TaxId guids, financial years), pulled live from the account. It is the machine-readable half of a company books reference — load it before posting so an agent uses the right codes instead of guessing or hand-transcribing.

It lives at company-profile.json in the references directory (MERIT_REFERENCES_DIR, default ~/.config/elnora-merit). It holds no secrets but is company-specific, so it is gitignored and never committed.

Run

# Pull accounts/banks/VAT/years from the live account → company-profile.json:
elnora-merit profile sync

# Re-pull after the chart of accounts changes (overwrites):
elnora-merit profile sync --force

# Read it back (whole profile, or one section):
elnora-merit profile show
elnora-merit profile show --section taxes      # VAT TaxId guids + rates
elnora-merit profile show --section accounts   # chart of accounts (code, name, guid)
elnora-merit profile show --section banks       # bank ids + account codes
elnora-merit profile show --section years        # financial years

Present

For sync, confirm what was written: the path and the counts per section. For show, render the requested section as a compact table (e.g. for taxes: code, name, rate, guid).

Notes

• Requires Merit credentials (MERIT_API_ID / MERIT_API_KEY) and a Pro/Premium license, same as any read command.
• sync refuses to overwrite an existing profile without --force.
• Aktiva reference data only — Merit Palk import IDs are not included.