MCP serverAvailable 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.
MCP tool
sync_sat_dataPurpose
Start a refresh for one permitted SAT data source.
- Use when
- SAT-backed documents, declarations, or opinions need refreshing.
- Do not use when
- You only need to read data already synchronized.
- Required permissions
- Side effects
- External side effect
- 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": [ { "$ref": "#/definitions/__schema0" }, { "$ref": "#/definitions/__schema2" }, { "$ref": "#/definitions/__schema3" } ], "description": "SAT source to refresh and only the arguments required by that source." } }, "required": [ "idempotencyKey", "input" ], "$schema": "http://json-schema.org/draft-07/schema#", "additionalProperties": false, "definitions": { "__schema0": { "type": "object", "properties": { "source": { "type": "string", "const": "documents" }, "dateFrom": { "$ref": "#/definitions/__schema1" }, "dateTo": { "$ref": "#/definitions/__schema1" }, "kind": { "type": "string", "enum": [ "all", "invoices", "withholdings" ] } }, "required": [ "source", "dateFrom", "dateTo" ], "additionalProperties": false }, "__schema1": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$" }, "__schema2": { "type": "object", "properties": { "source": { "type": "string", "const": "declarations" }, "fiscalYear": { "type": "integer", "minimum": 2000, "maximum": 2100 } }, "required": [ "source", "fiscalYear" ], "additionalProperties": false }, "__schema3": { "type": "object", "properties": { "source": { "type": "string", "const": "compliance_opinion" } }, "required": [ "source" ], "additionalProperties": false } }}Output schema
JSON Schema{ "type": "object", "properties": { "data": { "oneOf": [ { "type": "object", "properties": { "source": { "type": "string", "const": "documents" }, "status": { "type": "string", "const": "scheduled" }, "scheduled": { "type": "number" } }, "required": [ "source", "status", "scheduled" ], "additionalProperties": false }, { "type": "object", "properties": { "source": { "type": "string", "const": "declarations" }, "status": { "type": "string", "const": "completed" }, "fiscalYear": { "type": "number" }, "declarations": { "type": "number" }, "paymentsMatched": { "type": "number" }, "filesDownloaded": { "type": "number" } }, "required": [ "source", "status", "fiscalYear", "declarations", "paymentsMatched", "filesDownloaded" ], "additionalProperties": false }, { "type": "object", "properties": { "source": { "type": "string", "const": "compliance_opinion" }, "status": { "type": "string", "const": "scheduled" } }, "required": [ "source", "status" ], "additionalProperties": false } ] }, "error": { "$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
Get tax summary
Get authoritative taxes declared, paid, and pending for a fiscal year or month. Tax amounts come only from parsed declarations; CFDI contributor context is informational and never affects tax totals. If declarations are unavailable, tax totals are null rather than estimated.
Read accounts
Search receivable/payable accounts, retrieve one account, or list its ledger movements. Use customerId for receivables and supplierId for payables.