Tutorials
These tutorials cover the skills needed to work with the Twisp accounting core with simple, step-by-step instructions and relevant examples.
Foundations
Setting Up Accounts
Create, modify, and delete accounts.
Posting Transactions
Use tran codes to write to the ledger.
Pulling Balances
Query balances for accounts and sets.
Organizing with Account Sets
Add structure to your accounts with sets.
Restructuring a Chart of Accounts
Safely delete, empty, and detach sets to reorganize a live hierarchy.
Building Tran Codes
Design transaction codes for your ledger.
Working with Journals
Configure a multi-journal ledger.
Utilizing Indexes
Add indexes to query data.
Creating Calculations
Custom balances on additional dimensions.
Enforcing Velocity
Enforce velocity limits on accounts.
Running Actions Locally
Create an action that reacts to journal changes, then inspect, rerun, and cancel its executions.
Building Transactional Actions
Run GraphQL calls in one transaction from a Starlark action, observe atomic rollback, make reruns safe, and call the action as a tool.
Your First Agent
Build an agent with a tool and a skill, run it on a scripted model, and read its transcript.
A Long-Running Agent with Sessions
Watch an account over time with a session agent: turns, schedules, approvals, and closing.
Giving an Agent Memory
Let an agent save, recall, search, and pin what it learns.
Classifying with a Model
Ask a built-in model typed questions, and act on the answer in one transaction.
Building an MCP Server
Offer narrow tools to outside agents, run them in preview mode, then promote to live.
Previewing and Replaying a Change
Preview a tool change, replay recorded work against it, and pin the new version.
Twisp 101
This tutorial walks through building an example project which offers checking, savings, and loan products.
Start the tutorial: Twisp 101.