MCP serverAvailable tools
Read accounts
Search receivable/payable accounts, retrieve one account, or list its ledger movements. Use customerId for receivables and supplierId for payables.
MCP tool
get_accountsPurpose
Search accounts, read one account, or inspect its ledger movements.
- Use when
- You need current receivable or payable balances and activity.
- Do not use when
- You need to record a payment or correct a balance.
- Required permissions
- Side effects
- None
- Idempotency
- Idempotent
Input schema
JSON Schema{ "type": "object", "properties": { "input": { "anyOf": [ { "type": "object", "properties": { "operation": { "type": "string", "const": "search" }, "kind": { "type": "string", "enum": [ "receivable", "payable" ], "description": "receivable is customer debt; payable is debt owed to a supplier" }, "query": { "type": "string", "minLength": 1 }, "cursor": { "type": "string" }, "limit": { "type": "integer", "minimum": 1, "maximum": 100 } }, "required": [ "operation", "kind" ], "additionalProperties": false }, { "type": "object", "properties": { "operation": { "type": "string", "const": "get" }, "kind": { "type": "string", "const": "receivable" }, "customerId": { "type": "string" } }, "required": [ "operation", "kind", "customerId" ], "additionalProperties": false }, { "type": "object", "properties": { "operation": { "type": "string", "const": "movements" }, "kind": { "type": "string", "const": "receivable" }, "customerId": { "type": "string" }, "cursor": { "type": "string" }, "limit": { "type": "integer", "minimum": 1, "maximum": 100 } }, "required": [ "operation", "kind", "customerId" ], "additionalProperties": false }, { "type": "object", "properties": { "operation": { "type": "string", "const": "get" }, "kind": { "type": "string", "const": "payable" }, "supplierId": { "type": "string" } }, "required": [ "operation", "kind", "supplierId" ], "additionalProperties": false }, { "type": "object", "properties": { "operation": { "type": "string", "const": "movements" }, "kind": { "type": "string", "const": "payable" }, "supplierId": { "type": "string" }, "cursor": { "type": "string" }, "limit": { "type": "integer", "minimum": 1, "maximum": 100 } }, "required": [ "operation", "kind", "supplierId" ], "additionalProperties": false } ] } }, "required": [ "input" ], "$schema": "http://json-schema.org/draft-07/schema#", "additionalProperties": false}Output schema
JSON Schema{ "type": "object", "properties": { "data": { "anyOf": [ { "type": "object", "properties": { "accounts": { "type": "array", "items": { "type": "object", "properties": { "customerId": { "type": "string" }, "customerName": { "type": "string" }, "supplierId": { "type": "string" }, "supplierName": { "type": "string" }, "rfc": { "type": "string" }, "operationalBalance": { "type": "number" }, "fiscalPpdBalance": { "type": "number" }, "totalBalance": { "type": "number" } }, "anyOf": [ { "required": [ "customerId", "customerName" ] }, { "required": [ "supplierId", "supplierName" ] } ], "additionalProperties": true } }, "nextCursor": { "type": [ "string", "null" ] }, "hasMore": { "type": "boolean" } }, "required": [ "accounts", "nextCursor", "hasMore" ], "additionalProperties": false }, { "type": "object", "properties": { "movements": { "type": "array", "items": { "type": "object", "properties": { "movementId": { "type": "string" }, "entryType": { "type": "string" }, "date": { "type": "string", "format": "date-time" }, "amount": { "type": "number" }, "balanceAfter": { "type": "number" }, "documentLabel": { "type": "string" } }, "required": [ "movementId", "entryType", "date", "amount", "balanceAfter", "documentLabel" ], "additionalProperties": true } }, "nextCursor": { "type": [ "string", "null" ] }, "hasMore": { "type": "boolean" } }, "required": [ "movements", "nextCursor", "hasMore" ], "additionalProperties": false }, { "type": "object", "properties": { "customerId": { "type": "string" }, "customerName": { "type": "string" }, "supplierId": { "type": "string" }, "supplierName": { "type": "string" }, "rfc": { "type": "string" }, "operationalBalance": { "type": "number" }, "fiscalPpdBalance": { "type": "number" }, "totalBalance": { "type": "number" } }, "anyOf": [ { "required": [ "customerId", "customerName" ] }, { "required": [ "supplierId", "supplierName" ] } ], "additionalProperties": true } ] }, "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
Sync SAT data
Refresh one SAT source for the active organization. Use documents for CFDIs/withholdings in a date range, declarations for one fiscal year, or compliance_opinion for the latest SAT opinion. This starts external SAT work; read results with search_documents or get_tax_summary.
Record payment
Record money received from a customer or paid to a supplier and allocate it to open balances. Use the same idempotencyKey when retrying the exact payment.