capitalflow

Connect n8n with CapitalFlow

Package Information

Released: 1 mo ago
Downloads: 220 weekly / 220 monthly
Latest Version: 1.2.0
Author: LUZ Consulting

Documentation

@luzconsulting/n8n-nodes-capitalflow

n8n Community Node
Version
License
Node.js
CapitalFlow API

Verified against the CapitalFlow Public API v1.0.0.

An n8n community node for CapitalFlow — manage customers and households, cashflow entries (income, expenditure, assets, hedges), detailed financial contracts, and generate shareable data-collection forms.

What it does

The CapitalFlow node covers every operation exposed by the CapitalFlow Public API:

Resource Operations
Customer Search, get, create, update
Cashflow Income Create, batch create, list, get, update, delete
Cashflow Expenditure Create, batch create, list, get, update, delete
Cashflow Asset Create, batch create, list, get, update, delete
Cashflow Hedge Create, batch create, list, get, update, delete
Contract Create, list, get, update, delete — across all 27 asset/hedge contract-detail combinations (accounts, pensions, property, and insurance)
Form Share customer data form, share cashflow analysis form
Household Get the household (with members) a customer belongs to
Organization List members of your organization, assign a customer's household to a member

Households

Customers now belong to a household. When creating a customer you can either leave Household ID empty (a new household is created automatically for a main_customer) or provide an existing household's ID to add a partner or child to it. The Household resource looks up the household record for a given customer.

Contract types

The Contract resource covers all contract-detail types the API supports, split into a Category — asset (checking/savings/call-money accounts, investment accounts, building savings contracts, property, private pension, Rürup, Riester, employer pension schemes, other) or hedge (16 insurance types, e.g. liability, car, household contents, term life, income protection, disability, private/nursing-care health insurance, other) — and a Contract Type within that category. The category disambiguates types whose names overlap between the two families (e.g. "Other"). The node exposes exactly the fields relevant to the selected category/type combination — no need to hand-craft JSON payloads for each schema.

Setup

Requirements

  • n8n 1.0.0+
  • A CapitalFlow account with API access enabled

Install

In n8n: Settings → Community Nodes → Install, then enter:

@luzconsulting/n8n-nodes-capitalflow

Restart n8n afterwards — the node appears as "CapitalFlow".

Credentials

The node authenticates with an API key sent as a cf-api-key header against https://api.capital-flow.de. Generate a key in the CapitalFlow dashboard under Settings → API Keys, then add it as a new CapitalFlow API credential in n8n. See CREDENTIALS.md for step-by-step setup.

Note: the API is rate-limited to 200 requests per minute per API key.

Usage example

Create a new customer, then log a recurring income entry on their cashflow:

  1. Add a CapitalFlow node, select your CapitalFlow API credential. Set Resource to Customer and Operation to Create. Fill in Firstname, Lastname, and the other required fields.
  2. Add a second CapitalFlow node with Resource Cashflow Income and Operation Create. Set Customer Name or ID to the customer created in step 1, e.g.:
    {{ $node["CapitalFlow"].json.id }}
    
    Fill in Description, Net Value / Gross Value, and pick a Payment Cycle.

Running the workflow creates the customer, then attaches the income entry to their cashflow — the customer ID from step 1 is passed into step 2 via an expression.

Disclaimer

This is an independent, community-maintained integration. It is not affiliated with, endorsed by, or sponsored by CapitalFlow. For account or API issues, contact CapitalFlow support directly; for issues with this node, use the GitHub issue tracker.

License

MIT — see LICENSE.md. Contributions welcome.

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