MCP serverAvailable tools
Correct expense settlement
Set whether an expense is paid or remains on supplier credit. Paid expenses cannot use payment form 99; credit expenses must use 99.
MCP tool
correct_expense_settlementPurpose
Set the settlement mode and payment form for an expense.
- Use when
- An expense changed from credit to paid or vice versa.
- Do not use when
- You need to change the expense amount, supplier, or description.
- Required permissions
- Side effects
- Writes data
- Idempotency
- Idempotent
Input schema
JSON Schema{ "type": "object", "properties": { "idempotencyKey": { "type": "string", "minLength": 1, "maxLength": 200, "description": "Unique retry key for this exact operation. Reuse it only when retrying the same request." }, "input": { "oneOf": [ { "type": "object", "properties": { "documentRef": { "type": "string", "pattern": "^expense:.+$" }, "settlementMode": { "type": "string", "const": "paid" }, "paymentForm": { "type": "string", "enum": [ "12", "13", "14", "15", "17", "23", "24", "25", "26", "27", "28", "29", "30", "31", "99", "02", "06", "01", "05", "04", "03", "08" ], "description": "Active SAT payment-form code.", "x-exac-sat-catalog": "payment-forms" } }, "required": [ "documentRef", "settlementMode", "paymentForm" ], "additionalProperties": false }, { "type": "object", "properties": { "documentRef": { "type": "string", "pattern": "^expense:.+$" }, "settlementMode": { "type": "string", "const": "credit" }, "paymentForm": { "type": "string", "const": "99" } }, "required": [ "documentRef", "settlementMode", "paymentForm" ], "additionalProperties": false } ] } }, "required": [ "idempotencyKey", "input" ], "$schema": "http://json-schema.org/draft-07/schema#", "additionalProperties": false}Output schema
JSON Schema{ "type": "object", "properties": { "data": { "type": "object", "properties": { "documentRef": { "type": "string", "pattern": "^expense:.+$" }, "settlementMode": { "type": "string", "enum": [ "credit", "paid" ] } }, "required": [ "documentRef", "settlementMode" ], "additionalProperties": false }, "error": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "code": { "type": "string", "enum": [ "validation_error", "unauthenticated", "forbidden", "not_found", "method_not_allowed", "conflict", "idempotency_conflict", "operation_in_progress", "recovery_required", "rate_limited", "provider_unavailable", "internal" ] }, "message": { "type": "string" }, "details": { "type": "object", "properties": { "issues": { "type": "array", "items": { "type": "object", "properties": { "path": { "type": "array", "items": { "anyOf": [ { "type": "string" }, { "type": "number" } ] } }, "message": { "type": "string" }, "code": { "type": "string" } }, "required": [ "path", "message" ], "additionalProperties": false } }, "retryable": { "type": "boolean" }, "retryAfterSeconds": { "type": "integer", "exclusiveMinimum": 0, "maximum": 9007199254740991 } }, "additionalProperties": false } }, "required": [ "code", "message" ], "additionalProperties": false } }, "$schema": "http://json-schema.org/draft-07/schema#", "additionalProperties": false, "oneOf": [ { "required": [ "data" ] }, { "required": [ "error" ] } ]}Related workflow
See the canonical workflows in the introductionRelated tools
Create expense
Create an operational expense. Credit expenses require supplierId, paymentForm 99, and settlement terms; pay supplier-linked credit expenses with record_payment.
Create sales receipt
Create a POS sale receipt. A non-courtesy sale requires paymentForm; credit sales require paymentForm 99 and a stored customer.customerId with credit enabled. This operation never stamps a CFDI.