Servidor MCPHerramientas disponibles
Planificar pagos de una factura
Crea, reemplaza o elimina los términos de pago de una factura PPD pendiente, por cobrar o por pagar. Las parcialidades se derivan de los términos y del saldo fiscal.
Herramienta MCP
set_payment_planPropósito
Crea, reemplaza o elimina los términos de pago de una factura PPD pendiente, por cobrar o por pagar. Las parcialidades se derivan de los términos y del saldo fiscal.
- Usar cuando
- Debe definirse o cambiar formalmente el calendario de pago de un cliente o proveedor.
- No usar cuando
- Solo necesitas registrar un pago o consultar el saldo.
- Permisos requeridos
- Efectos secundarios
- Destructivo
- Idempotencia
- Idempotente
Esquema de entrada
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": { "anyOf": [ { "type": "object", "properties": { "settlementTerms": { "$ref": "#/definitions/__schema0" }, "kind": { "const": "receivable" }, "customerId": { "type": "string" }, "documentRef": { "type": "string", "pattern": "^cfdi:.+$" } }, "required": [ "settlementTerms", "kind", "customerId", "documentRef" ], "additionalProperties": false }, { "type": "object", "properties": { "settlementTerms": { "$ref": "#/definitions/__schema0" }, "kind": { "const": "payable" }, "supplierId": { "type": "string" }, "documentRef": { "type": "string", "pattern": "^cfdi:.+$" } }, "required": [ "settlementTerms", "kind", "supplierId", "documentRef" ], "additionalProperties": false } ] } }, "required": [ "idempotencyKey", "input" ], "$schema": "http://json-schema.org/draft-07/schema#", "additionalProperties": false, "definitions": { "__schema0": { "anyOf": [ { "type": "object", "properties": { "installmentCount": { "type": "integer", "minimum": 1, "maximum": 60 }, "firstDue": { "oneOf": [ { "type": "object", "properties": { "kind": { "const": "transaction_date" } }, "required": [ "kind" ], "additionalProperties": false }, { "type": "object", "properties": { "kind": { "const": "months_after_transaction" }, "months": { "type": "integer", "minimum": 1, "maximum": 60 } }, "required": [ "kind", "months" ], "additionalProperties": false }, { "type": "object", "properties": { "kind": { "const": "fixed_date" }, "date": { "type": "string" } }, "required": [ "kind", "date" ], "additionalProperties": false } ] }, "recurrence": { "oneOf": [ { "type": "object", "properties": { "kind": { "const": "anchor_day" } }, "required": [ "kind" ], "additionalProperties": false }, { "type": "object", "properties": { "kind": { "const": "day_of_month" }, "day": { "type": "integer", "minimum": 1, "maximum": 31 } }, "required": [ "kind", "day" ], "additionalProperties": false }, { "type": "object", "properties": { "kind": { "const": "last_day" } }, "required": [ "kind" ], "additionalProperties": false } ] } }, "required": [ "installmentCount", "firstDue", "recurrence" ], "additionalProperties": false }, { "type": "null" } ] } }}Esquema de salida
JSON Schema{ "type": "object", "properties": { "data": { "type": "object", "properties": { "settlementTerms": { "type": "object", "properties": { "installmentCount": { "type": "integer", "minimum": 1, "maximum": 60 }, "firstDue": { "oneOf": [ { "type": "object", "properties": { "kind": { "const": "transaction_date" } }, "required": [ "kind" ], "additionalProperties": false }, { "type": "object", "properties": { "kind": { "const": "months_after_transaction" }, "months": { "type": "integer", "minimum": 1, "maximum": 60 } }, "required": [ "kind", "months" ], "additionalProperties": false }, { "type": "object", "properties": { "kind": { "const": "fixed_date" }, "date": { "type": "string" } }, "required": [ "kind", "date" ], "additionalProperties": false } ] }, "recurrence": { "oneOf": [ { "type": "object", "properties": { "kind": { "const": "anchor_day" } }, "required": [ "kind" ], "additionalProperties": false }, { "type": "object", "properties": { "kind": { "const": "day_of_month" }, "day": { "type": "integer", "minimum": 1, "maximum": 31 } }, "required": [ "kind", "day" ], "additionalProperties": false }, { "type": "object", "properties": { "kind": { "const": "last_day" } }, "required": [ "kind" ], "additionalProperties": false } ] } }, "required": [ "installmentCount", "firstDue", "recurrence" ], "additionalProperties": false }, "paymentDueDate": { "type": "string" }, "documentRef": { "type": "string", "pattern": "^cfdi:.+$" }, "plannedAt": { "type": "string", "format": "date-time" } }, "required": [ "documentRef", "plannedAt" ], "additionalProperties": false }, "error": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "code": { "enum": [ "validation_error", "unauthenticated", "forbidden", "payment_required", "not_found", "method_not_allowed", "conflict", "idempotency_conflict", "operation_in_progress", "recovery_required", "migration_required", "rate_limited", "provider_unavailable", "internal" ] }, "message": { "type": "string" }, "details": { "type": "object", "properties": { "document": { "type": "object", "properties": { "documentRef": { "type": "string", "pattern": "^(cfdi|withholding|sales_receipt|declaration|tax_compliance_opinion|sales_receipt_refund):.+$" }, "editable": { "type": "boolean" } }, "required": [ "documentRef", "editable" ], "additionalProperties": false }, "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 }, "reason": { "type": "string" }, "balanceMinor": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "topUpUrl": { "type": "string" } }, "additionalProperties": false } }, "required": [ "code", "message" ], "additionalProperties": false } }, "$schema": "http://json-schema.org/draft-07/schema#", "additionalProperties": false, "oneOf": [ { "required": [ "data" ] }, { "required": [ "error" ] } ]}Flujo relacionado
Consulta los flujos canónicos en la introducciónHerramientas relacionadas
Archivar factura de una cuenta
Archiva o restaura una factura PPD en cuentas por cobrar o por pagar sin modificar su saldo fiscal ni ocultarla en otras secciones.
Catálogos de facturación
Regímenes fiscales, usos de CFDI, pagos, relaciones y códigos de factura global vigentes para contratos de facturas y recibos.