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.