---
title: "Buscar documentos"
description: "Busca una familia de documentos usando referencias públicas estables."
language: es-MX
canonical_url: "https://exac.mx/docs/mcp/tools/search_documents"
md_url: "https://exac.mx/docs/mcp/tools/search_documents.md"
---

# Buscar documentos

Busca una familia de documentos usando referencias públicas estables.

Herramienta: `search_documents`

## Propósito

Busca una familia de documentos usando referencias públicas estables.

### Úsala cuando

Necesitas encontrar un documento antes de leerlo o cambiarlo.

### No la uses cuando

Buscas productos, cuentas o configuración.

| Detalle | Valor |
| --- | --- |
| Permisos | invoices:read / employees:read / receipts:read / receipts:read:all / quotes:read / expenses:read / sat:read |
| Efectos secundarios | Ninguno |
| Idempotencia | Idempotente |

## Esquema de entrada

```json
{
  "type": "object",
  "properties": {
    "input": {
      "oneOf": [
        {
          "type": "object",
          "properties": {
            "category": {
              "type": "string",
              "const": "cfdi"
            },
            "kind": {
              "type": "string",
              "enum": [
                "income",
                "credit_note",
                "transfer",
                "payment_complement",
                "payroll"
              ]
            },
            "direction": {
              "type": "string",
              "enum": [
                "issued",
                "received"
              ]
            },
            "status": {
              "type": "string",
              "enum": [
                "draft",
                "valid",
                "canceled"
              ]
            },
            "paymentTiming": {
              "type": "string",
              "enum": [
                "single_payment",
                "deferred_or_installments"
              ]
            },
            "outstanding": {
              "type": "boolean",
              "const": true
            },
            "dateFrom": {
              "$ref": "#/definitions/__schema0"
            },
            "dateTo": {
              "$ref": "#/definitions/__schema1"
            },
            "query": {
              "$ref": "#/definitions/__schema2"
            },
            "cursor": {
              "$ref": "#/definitions/__schema3"
            },
            "limit": {
              "$ref": "#/definitions/__schema4"
            }
          },
          "required": [
            "category"
          ],
          "additionalProperties": false
        },
        {
          "type": "object",
          "properties": {
            "category": {
              "type": "string",
              "const": "withholding"
            },
            "direction": {
              "type": "string",
              "enum": [
                "issued",
                "received"
              ]
            },
            "status": {
              "type": "string",
              "enum": [
                "draft",
                "valid",
                "canceled"
              ]
            },
            "dateFrom": {
              "$ref": "#/definitions/__schema0"
            },
            "dateTo": {
              "$ref": "#/definitions/__schema1"
            },
            "query": {
              "$ref": "#/definitions/__schema2"
            },
            "cursor": {
              "$ref": "#/definitions/__schema3"
            },
            "limit": {
              "$ref": "#/definitions/__schema4"
            }
          },
          "required": [
            "category"
          ],
          "additionalProperties": false
        },
        {
          "type": "object",
          "properties": {
            "category": {
              "type": "string",
              "const": "sales_receipt"
            },
            "status": {
              "type": "string",
              "enum": [
                "open",
                "invoiced",
                "global_invoiced",
                "canceled"
              ]
            },
            "dateFrom": {
              "$ref": "#/definitions/__schema0"
            },
            "dateTo": {
              "$ref": "#/definitions/__schema1"
            },
            "query": {
              "$ref": "#/definitions/__schema2"
            },
            "cursor": {
              "$ref": "#/definitions/__schema3"
            },
            "limit": {
              "$ref": "#/definitions/__schema4"
            }
          },
          "required": [
            "category"
          ],
          "additionalProperties": false
        },
        {
          "type": "object",
          "properties": {
            "category": {
              "type": "string",
              "const": "quote"
            },
            "query": {
              "type": "string",
              "minLength": 1
            },
            "cursor": {
              "type": "string"
            },
            "limit": {
              "type": "integer",
              "minimum": 1,
              "maximum": 50
            }
          },
          "required": [
            "category"
          ],
          "additionalProperties": false
        },
        {
          "type": "object",
          "properties": {
            "category": {
              "type": "string",
              "const": "expense"
            },
            "settlementMode": {
              "type": "string",
              "enum": [
                "credit",
                "paid"
              ]
            },
            "dateFrom": {
              "$ref": "#/definitions/__schema0"
            },
            "dateTo": {
              "$ref": "#/definitions/__schema1"
            },
            "query": {
              "$ref": "#/definitions/__schema2"
            },
            "cursor": {
              "$ref": "#/definitions/__schema3"
            },
            "limit": {
              "$ref": "#/definitions/__schema4"
            }
          },
          "required": [
            "category"
          ],
          "additionalProperties": false
        },
        {
          "type": "object",
          "properties": {
            "category": {
              "type": "string",
              "const": "declaration"
            },
            "fiscalYear": {
              "type": "integer",
              "minimum": 2000,
              "maximum": 2100
            },
            "query": {
              "type": "string",
              "minLength": 1
            },
            "cursor": {
              "type": "string"
            },
            "limit": {
              "type": "integer",
              "minimum": 1,
              "maximum": 50
            }
          },
          "required": [
            "category",
            "fiscalYear"
          ],
          "additionalProperties": false
        },
        {
          "type": "object",
          "properties": {
            "category": {
              "type": "string",
              "const": "tax_compliance_opinion"
            },
            "cursor": {
              "type": "string"
            },
            "limit": {
              "type": "integer",
              "minimum": 1,
              "maximum": 50
            }
          },
          "required": [
            "category"
          ],
          "additionalProperties": false
        },
        {
          "type": "object",
          "properties": {
            "category": {
              "type": "string",
              "const": "sales_receipt_refund"
            },
            "status": {
              "type": "string",
              "enum": [
                "pending",
                "processing",
                "completed",
                "failed",
                "recovery_required",
                "canceled"
              ]
            },
            "cursor": {
              "type": "string"
            },
            "limit": {
              "type": "integer",
              "minimum": 1,
              "maximum": 50
            }
          },
          "required": [
            "category"
          ],
          "additionalProperties": false
        }
      ]
    }
  },
  "required": [
    "input"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#",
  "additionalProperties": false,
  "definitions": {
    "__schema0": {
      "type": "string",
      "format": "date",
      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
    },
    "__schema1": {
      "type": "string",
      "format": "date",
      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
    },
    "__schema2": {
      "type": "string",
      "minLength": 1
    },
    "__schema3": {
      "type": "string"
    },
    "__schema4": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50
    }
  }
}
```

## Esquema de salida

```json
{
  "type": "object",
  "properties": {
    "data": {
      "type": "object",
      "properties": {
        "documents": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "documentRef": {
                "type": "string"
              },
              "category": {
                "type": "string",
                "enum": [
                  "cfdi",
                  "withholding",
                  "sales_receipt",
                  "quote",
                  "expense",
                  "declaration",
                  "tax_compliance_opinion",
                  "sales_receipt_refund"
                ]
              },
              "status": {
                "type": "string"
              },
              "direction": {
                "type": "string",
                "enum": [
                  "issued",
                  "received"
                ]
              },
              "counterpartyName": {
                "type": "string"
              },
              "total": {
                "type": "object",
                "properties": {
                  "amount": {
                    "type": "number"
                  },
                  "currency": {
                    "type": "string"
                  }
                },
                "required": [
                  "amount",
                  "currency"
                ],
                "additionalProperties": false
              }
            },
            "required": [
              "documentRef",
              "category"
            ],
            "additionalProperties": true
          }
        },
        "nextCursor": {
          "type": [
            "string",
            "null"
          ]
        },
        "hasMore": {
          "type": "boolean"
        }
      },
      "required": [
        "documents",
        "nextCursor",
        "hasMore"
      ],
      "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"
      ]
    }
  ]
}
```

## Esquema de salida canónico

```json
{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "type": "object",
  "properties": {
    "data": {
      "type": "object",
      "properties": {
        "documents": {
          "type": "array",
          "items": {
            "anyOf": [
              {
                "type": "object",
                "properties": {
                  "documentRef": {
                    "$ref": "#/definitions/__schema0"
                  },
                  "counterpartyName": {
                    "$ref": "#/definitions/__schema1"
                  },
                  "total": {
                    "$ref": "#/definitions/__schema2"
                  },
                  "category": {
                    "type": "string",
                    "const": "cfdi"
                  },
                  "direction": {
                    "type": "string",
                    "enum": [
                      "issued",
                      "received"
                    ]
                  },
                  "status": {
                    "type": "string",
                    "enum": [
                      "draft",
                      "valid",
                      "canceled"
                    ]
                  },
                  "archived": {
                    "type": "boolean"
                  },
                  "uuid": {
                    "type": "string"
                  },
                  "issuedLocalDateTime": {
                    "allOf": [
                      {
                        "$ref": "#/definitions/__schema3"
                      }
                    ]
                  },
                  "kind": {
                    "type": "string",
                    "enum": [
                      "income",
                      "credit_note",
                      "transfer",
                      "payment_complement",
                      "payroll"
                    ]
                  },
                  "cfdiType": {
                    "type": "string",
                    "enum": [
                      "I",
                      "E",
                      "T",
                      "N",
                      "P"
                    ]
                  },
                  "employeeId": {
                    "type": "string"
                  }
                },
                "required": [
                  "documentRef",
                  "category",
                  "direction",
                  "status",
                  "archived",
                  "kind",
                  "cfdiType"
                ],
                "additionalProperties": false
              },
              {
                "type": "object",
                "properties": {
                  "documentRef": {
                    "$ref": "#/definitions/__schema0"
                  },
                  "counterpartyName": {
                    "$ref": "#/definitions/__schema1"
                  },
                  "total": {
                    "$ref": "#/definitions/__schema2"
                  },
                  "category": {
                    "type": "string",
                    "const": "withholding"
                  },
                  "direction": {
                    "type": "string",
                    "enum": [
                      "issued",
                      "received"
                    ]
                  },
                  "status": {
                    "type": "string",
                    "enum": [
                      "draft",
                      "valid",
                      "canceled"
                    ]
                  },
                  "archived": {
                    "type": "boolean"
                  },
                  "uuid": {
                    "type": "string"
                  },
                  "issuedLocalDateTime": {
                    "allOf": [
                      {
                        "$ref": "#/definitions/__schema3"
                      }
                    ]
                  }
                },
                "required": [
                  "documentRef",
                  "category",
                  "direction",
                  "status",
                  "archived"
                ],
                "additionalProperties": false
              },
              {
                "type": "object",
                "properties": {
                  "documentRef": {
                    "$ref": "#/definitions/__schema0"
                  },
                  "counterpartyName": {
                    "$ref": "#/definitions/__schema1"
                  },
                  "total": {
                    "$ref": "#/definitions/__schema2"
                  },
                  "category": {
                    "type": "string",
                    "const": "sales_receipt"
                  },
                  "status": {
                    "type": "string",
                    "enum": [
                      "open",
                      "invoiced",
                      "global_invoiced",
                      "canceled"
                    ]
                  },
                  "businessDate": {
                    "$ref": "#/definitions/__schema4"
                  },
                  "createdAt": {
                    "$ref": "#/definitions/__schema5"
                  }
                },
                "required": [
                  "documentRef",
                  "category",
                  "status",
                  "businessDate",
                  "createdAt"
                ],
                "additionalProperties": false
              },
              {
                "type": "object",
                "properties": {
                  "documentRef": {
                    "$ref": "#/definitions/__schema0"
                  },
                  "counterpartyName": {
                    "$ref": "#/definitions/__schema1"
                  },
                  "total": {
                    "$ref": "#/definitions/__schema2"
                  },
                  "category": {
                    "type": "string",
                    "const": "quote"
                  },
                  "status": {
                    "type": "string",
                    "enum": [
                      "draft",
                      "sent",
                      "accepted",
                      "converted",
                      "expired",
                      "canceled"
                    ]
                  },
                  "issueDate": {
                    "$ref": "#/definitions/__schema4"
                  },
                  "validUntil": {
                    "$ref": "#/definitions/__schema4"
                  }
                },
                "required": [
                  "documentRef",
                  "category",
                  "status",
                  "issueDate",
                  "validUntil"
                ],
                "additionalProperties": false
              },
              {
                "type": "object",
                "properties": {
                  "documentRef": {
                    "$ref": "#/definitions/__schema0"
                  },
                  "counterpartyName": {
                    "$ref": "#/definitions/__schema1"
                  },
                  "total": {
                    "$ref": "#/definitions/__schema2"
                  },
                  "category": {
                    "type": "string",
                    "const": "expense"
                  },
                  "businessDate": {
                    "$ref": "#/definitions/__schema4"
                  },
                  "occurredAt": {
                    "$ref": "#/definitions/__schema5"
                  },
                  "settlementMode": {
                    "type": "string",
                    "enum": [
                      "credit",
                      "paid"
                    ]
                  }
                },
                "required": [
                  "documentRef",
                  "category",
                  "businessDate",
                  "occurredAt",
                  "settlementMode"
                ],
                "additionalProperties": false
              },
              {
                "type": "object",
                "properties": {
                  "documentRef": {
                    "$ref": "#/definitions/__schema0"
                  },
                  "counterpartyName": {
                    "$ref": "#/definitions/__schema1"
                  },
                  "total": {
                    "$ref": "#/definitions/__schema2"
                  },
                  "category": {
                    "type": "string",
                    "const": "declaration"
                  },
                  "fiscalYear": {
                    "type": "number"
                  },
                  "period": {
                    "type": "number"
                  },
                  "filedAt": {
                    "$ref": "#/definitions/__schema4"
                  },
                  "status": {
                    "type": "string"
                  }
                },
                "required": [
                  "documentRef",
                  "category",
                  "fiscalYear",
                  "period",
                  "filedAt"
                ],
                "additionalProperties": false
              },
              {
                "type": "object",
                "properties": {
                  "documentRef": {
                    "$ref": "#/definitions/__schema0"
                  },
                  "counterpartyName": {
                    "$ref": "#/definitions/__schema1"
                  },
                  "total": {
                    "$ref": "#/definitions/__schema2"
                  },
                  "category": {
                    "type": "string",
                    "const": "tax_compliance_opinion"
                  },
                  "status": {
                    "type": "string",
                    "enum": [
                      "positive",
                      "negative",
                      "unknown"
                    ]
                  },
                  "issuedLocalDateTime": {
                    "$ref": "#/definitions/__schema3"
                  },
                  "retrievedAt": {
                    "$ref": "#/definitions/__schema5"
                  }
                },
                "required": [
                  "documentRef",
                  "category",
                  "status",
                  "issuedLocalDateTime",
                  "retrievedAt"
                ],
                "additionalProperties": false
              },
              {
                "type": "object",
                "properties": {
                  "documentRef": {
                    "$ref": "#/definitions/__schema0"
                  },
                  "counterpartyName": {
                    "$ref": "#/definitions/__schema1"
                  },
                  "total": {
                    "$ref": "#/definitions/__schema2"
                  },
                  "category": {
                    "type": "string",
                    "const": "sales_receipt_refund"
                  },
                  "status": {
                    "type": "string",
                    "enum": [
                      "pending",
                      "processing",
                      "completed",
                      "failed",
                      "recovery_required",
                      "canceled"
                    ]
                  },
                  "businessDate": {
                    "allOf": [
                      {
                        "$ref": "#/definitions/__schema4"
                      }
                    ]
                  },
                  "createdAt": {
                    "$ref": "#/definitions/__schema5"
                  }
                },
                "required": [
                  "documentRef",
                  "category",
                  "status",
                  "createdAt"
                ],
                "additionalProperties": false
              }
            ]
          }
        },
        "nextCursor": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ]
        },
        "hasMore": {
          "type": "boolean"
        }
      },
      "required": [
        "documents",
        "nextCursor",
        "hasMore"
      ],
      "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
    }
  },
  "additionalProperties": false,
  "definitions": {
    "__schema0": {
      "type": "string",
      "pattern": "^(cfdi|withholding|sales_receipt|quote|expense|declaration|tax_compliance_opinion|sales_receipt_refund):.+$"
    },
    "__schema1": {
      "type": "string"
    },
    "__schema2": {
      "type": "object",
      "properties": {
        "amount": {
          "type": "number"
        },
        "currency": {
          "type": "string"
        }
      },
      "required": [
        "amount",
        "currency"
      ],
      "additionalProperties": false
    },
    "__schema3": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})T(\\d{2}):(\\d{2}):(\\d{2})(?:\\.(\\d{1,9}))?$"
    },
    "__schema4": {
      "type": "string",
      "format": "date"
    },
    "__schema5": {
      "type": "string",
      "format": "date-time"
    }
  },
  "oneOf": [
    {
      "required": [
        "data"
      ]
    },
    {
      "required": [
        "error"
      ]
    }
  ]
}
```

## Herramientas relacionadas

- [`get_document`](/docs/mcp/tools/get_document.md) — **Leer documento**: Recupera un documento mediante su documentRef público.

- [`get_document_file`](/docs/mcp/tools/get_document_file.md) — **Descargar archivo de documento**: Descarga un archivo como recurso binario. Usa preview_pdf para renderizar un borrador CFDI sin timbrar; la vista previa no tiene validez fiscal.

- [`send_document`](/docs/mcp/tools/send_document.md) — **Enviar documento**: Entrega un CFDI, retención, recibo de venta o cotización a un destinatario.

## Flujo relacionado

[Consulta los flujos canónicos en la introducción](/docs.md)

## Operaciones REST equivalentes

- [`GET /v1/cfdis`](/docs/api/documents/cfdi/list-cfdis.md)

- [`GET /v1/withholdings`](/docs/api/documents/withholding-documents/list-withholdings.md)

- [`GET /v1/sales-receipts`](/docs/api/documents/sales-receipts/list-sales-receipts.md)

- [`GET /v1/expenses`](/docs/api/documents/expenses/list-expenses.md)

- [`GET /v1/declarations`](/docs/api/documents/sat/list-declarations.md)

- [`GET /v1/tax-compliance-opinions`](/docs/api/documents/sat/list-tax-compliance-opinions.md)

- [`GET /v1/sales-receipt-refunds`](/docs/api/documents/sales-receipts/list-sales-receipt-refunds.md)

- [`GET /v1/quotes`](/docs/api/documents/quotes/list-quotes.md)

Documentación completa: https://exac.mx/docs.md
Índice para agentes: https://exac.mx/docs/llms.txt