# Turn Comarch ERP Optima into an API

> Read declaration statuses, client data and Rejestry VAT (VAT registers) for the companies in your Lista firm (company list) on Optima with one API call each. Or have a workflow email you each morning the VAT payers with no VAT-7 calculated.

Page: https://fous.com/automate/comarch-erp-optima
Updated: 2026-11-12

Works with your own Comarch ERP Optima account. Fous is an independent product.

## What you can build on Optima

### Check declaration statuses for every client

Reads a declaration view of Lista firm, such as Deklaracja VAT-7, for the month and year you set: each company's declaration status, amount and calculation date.

- Takes: Declaration (VAT-7, VAT-UE, VAT-8, VAT-9M or VAT-27), month, year
- Returns: Database, company name, operator, VAT payer, period, status, amount, calculation date, tax office

### Get the client company list

Reads the Dane firmy (company details) view of Lista firm: every company database your operator may open, with its contact details, NIP and client status.

- Takes: Nothing
- Returns: Database, acronym, company name, operator, city, address, NIP, phone, email, website, accounting fee, client status

### Read one company's Rejestry VAT

Picks a company in Wybór firmy, opens Rejestry VAT for the month you name and reads the documents in the register you choose.

- Takes: Company, register (purchases or sales), month, year
- Returns: Each document in the register with the columns the list shows

### Calculate declarations for chosen companies

Ticks the companies you name in Lista firm and runs Deklaracje/Zaliczki/JPK to calculate a declaration or advance for the period, without sending it.

- Takes: Companies, declaration (JPK_V7, VAT, PIT/CIT advance, ZUS DRA), month, year
- Returns: Company name, declaration, status, amount, calculation date

## Automate Optima with a workflow

A [workflow](/product/workflows) runs your methods as one process, with nobody at the screen. A schedule or a call from your own system starts it, the steps run in order, and the result arrives in your inbox or in the systems you already use.

### VAT-7 not yet calculated, every client

Starts: Every weekday at 8:00

1. Check declaration statuses for Deklaracja VAT-7 for last month across Lista firm.
2. Keep the VAT payers with no calculation date.
3. Email you the companies with their database and period, grouped by operator.

### Client data changes, sent to your CRM

Starts: Every Monday at 7:00

1. Get the client company list from the Dane firmy view.
2. Keep the companies that are new or changed since the last run.
3. Post their name, NIP, address, email, phone and client status to your CRM webhook.

### Monthly Rejestry VAT hand-over for each client

Starts: Monthly on the 10th at 9:00

1. For each company you name, read last month's purchase and sales Rejestry VAT.
2. Group the documents by company and register.
3. Post them to your reporting system's webhook.

You can run a workflow by hand on every plan, Free included. Schedules and webhook triggers come with the paid plans, from $29 a month.

## Once built, one call from your code

Once you have built a [method](/product/methods), it is one POST to /v1/runs from your backend, or a tool an AI agent calls over MCP. This is what “Check declaration statuses for every client” would look like.

Example request:

```
curl https://api.fous.com/v1/runs \
  -H "Authorization: Bearer $FOUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "method": "optima.online.comarch.pl/get_declaration_statuses",
    "input": {
      "declaration": "VAT-7",
      "month": 10,
      "year": 2026
    }
  }'
```

Example response:

```
{
  "status": "completed",
  "data": {
    "declaration": "VAT-7",
    "period": "2026-10",
    "companies": [
      {
        "database": "ACME_SP",
        "company_name": "Acme Sp. z o.o.",
        "operator": "ANNA",
        "vat_payer": true,
        "vat_period": "Miesięcznie",
        "status": "Zablokowana",
        "amount": 18420,
        "calculated_on": "2026-11-09",
        "tax_office": "Urząd Skarbowy Kraków-Krowodrza"
      }
    ],
    "count": 1
  }
}
```

An example with invented data, not a ready-made endpoint. The method exists in your organization once you build it, and its name, inputs and fields follow your request.

## Optima’s own options

Comarch gives access to the Optima API in Comarch ERP Optima w Chmurze Enterprise, where you can also install applications that work with Optima on the server. Optima w Chmurze Standard customers order Enterprise as a separate service through Comarch Cloud Portal. In the browser, Optima sends e-Deklaracje and JPK_V7 for many companies, saves ZUS DRA as XML for Płatnik and exports Biblioteka dokumentów to Excel.

| Option | What it covers | What it takes |
| --- | --- | --- |
| Optima API in the Enterprise cloud | API access to Optima and installing applications that work with Optima on the hosting server, for integrating Optima with another system. | A Comarch ERP Optima w Chmurze Enterprise subscription, ordered through Comarch Cloud Portal. Standard customers migrate. |
| e-Deklaracje/Wyślij JPK | Sends e-Deklaracje and JPK_V7 files for the companies you tick and receives the UPO for them. | A certificate for the electronic signature and its PIN. |
| Exports | ZUS DRA declarations saved as XML files for Płatnik, and the Biblioteka dokumentów list exported to MS Excel. | Optima in the browser: Eksport do programu Płatnik for ZUS DRA, and the Eksport icon on Biblioteka dokumentów. |
| Optima in the browser by hand | Lista firm with its declaration views, Operacje seryjne, Rejestry VAT and Zapisy księgowe, one company at a time for registers and entries. | A Comarch Cloud Portal account linked once to your Optima user and operator. |

Read on November 12, 2026: [Migrating from Optima w Chmurze Standard to Enterprise](https://pomoc.comarch.pl/ccp/index.php/dokumentacja/migracja-z-comarch-erp-optima-w-chmurze-standard-na-comarch-erp-optima-w-chmurze-enterprise/), [Operacje seryjne](https://pomoc.comarch.pl/optima/pl/2027/dokumentacja/pasek-zadan/), [Signing in to Operacje wielofirmowe in the browser](https://pomoc.comarch.pl/optima/pl/2027/dokumentacja/jak-zalogowac-sie-do-modulu-operacje-wielofirmowe-w-przegladarce/).

## Signing in to Optima

Optima in the browser signs you in with the email address and password of your Comarch Cloud Portal account, or with Google. The first time, you link it to your Optima w Chmurze Standard user and your Optima operator, then pick a company. With Fous you sign in once through Optima's own sign-in with your own account: the login is sealed with AES-256, and an expired session is signed back in.

## Worth knowing

- **Linking accounts happens once**: The first sign-in asks for your Optima w Chmurze Standard user and password, then your Operator and password, then a company. After that, only the Comarch Cloud Portal email and password are asked.
- **Modules taken at sign-in decide the menu**: Rejestry VAT appear only when Faktury, Handel, Handel Plus or a Księga module was taken at sign-in. Zapisy księgowe need Księga Podatkowa, Księga Handlowa or Księga Handlowa Plus.
- **Serial calculation is always a filing**: Deklaracje/Zaliczki/JPK calculates only declarations not calculated yet, as a filing and never as a correction, and counts entries still in the bufor.
- **Sending asks for a certificate and PIN**: e-Deklaracje/Wyślij JPK asks you to pick a certificate and enter its PIN, once or for each declaration depending on your signature component.

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## Frequently asked questions

### Does Comarch ERP Optima have an API?

Yes, in Comarch ERP Optima w Chmurze Enterprise, which gives access to the Optima API and lets you install integrating applications on the server. On Optima w Chmurze Standard you order Enterprise as a separate service through Comarch Cloud Portal to get it.

### Can I see the VAT-7 status of all my clients at once?

Yes, in the Deklaracja VAT-7 view of Lista firm, for the month and year you set. It lists each company's VAT payer flag, period, declaration status, amount and calculation date, grouped by VAT payer and declaration state.

### Can I send JPK_V7 for many companies at once?

Yes. e-Deklaracje/Wyślij JPK sends the JPK_V7 files of the companies you tick for the chosen period, after you pick a certificate and enter its PIN. Odbierz UPO dla JPK_V7 then collects the UPO for each one.

### Why can't I see Rejestry VAT or Zapisy księgowe?

Because of the modules you took at sign-in. Rejestry VAT need Faktury, Handel, Handel Plus or a Księga module, and Zapisy księgowe need Księga Podatkowa, Księga Handlowa or Księga Handlowa Plus.

### Is Fous affiliated with Comarch?

No. Fous is an independent product. You use it with your own Comarch ERP Optima account, and a method reads and does only what that account and its operator can.

Fous is an independent product: it is not affiliated with, endorsed by or sponsored by the operator of Comarch ERP Optima (Comarch). The name is used only to say which system this page is about. Something here wrong or out of date? Write to legal@fous.com.