invoicevista
Qué hace este MCP
Provides business and product metadata plus aggregate invoice, revenue, receivables, quote-pipeline, subscription, and payment summaries.
Herramientas
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['businessId'], 'properties': {'businessId': {'type': 'string', 'pattern': '^[0-9a-f]{24}$', 'description': 'Business id: 24 lowercase hexadecimal characters'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['status', 'business'], 'properties': {'status': {'enum': ['found', 'not-found'], 'type': 'string'}, 'business': {'anyOf': [{'type': 'object', 'required': ['id', 'name', 'currency', 'countryCode', 'locale', 'timezone'], 'properties': {'id': {'type': 'string', 'pattern': '^[0-9a-f]{24}$'}, 'name': {'type': 'string', 'maxLength': 200}, 'locale': {'anyOf': [{'type': 'string', 'maxLength': 35}, {'type': 'null'}]}, 'currency': {'anyOf': [{'type': 'string', 'pattern': '^[A-Z]{3}$'}, {'type': 'null'}], 'description': 'ISO 4217 alpha-3 business currency, or null when unset'}, 'timezone': {'anyOf': [{'type': 'string', 'maxLength': 64}, {'type': 'null'}]}, 'countryCode': {'anyOf': [{'type': 'string', 'pattern': '^[A-Z]{2}$'}, {'type': 'null'}]}}, 'additionalProperties': False}, {'type': 'null'}], 'description': 'Null when not found. Contact, legal-entity, address, banking and integration fields are omitted.'}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['businessId'], 'properties': {'endDate': {'$ref': '#/properties/startDate', 'description': 'Last UTC day to include, YYYY-MM-DD, at most 366 days after startDate; defaults to today'}, 'startDate': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'First UTC day to include, YYYY-MM-DD; defaults to 89 days before endDate (a 90-day window)'}, 'businessId': {'type': 'string', 'pattern': '^[0-9a-f]{24}$', 'description': 'Business id: 24 lowercase hexadecimal characters'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['range', 'currency', 'quoteCount', 'quoteCountIsLowerBound', 'quotedAmount', 'amountMissingCount', 'acceptanceRatePercent', 'statusBreakdown'], 'properties': {'range': {'type': 'object', 'required': ['startDate', 'endDate'], 'properties': {'endDate': {'$ref': '#/properties/range/properties/startDate'}, 'startDate': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'UTC calendar date in YYYY-MM-DD format'}}, 'additionalProperties': False}, 'currency': {'anyOf': [{'type': 'string', 'pattern': '^[A-Z]{3}$'}, {'type': 'null'}], 'description': 'ISO 4217 alpha-3 business currency, or null when unset'}, 'quoteCount': {'type': 'integer', 'minimum': 0}, 'quotedAmount': {'type': 'number'}, 'statusBreakdown': {'type': 'array', 'items': {'type': 'object', 'required': ['status', 'count', 'amount', 'amountMissingCount'], 'properties': {'count': {'type': 'integer', 'minimum': 0}, 'amount': {'type': 'number'}, 'status': {'enum': ['DRAFT', 'PENDING', 'REJECTED', 'APPROVED', 'UNKNOWN', 'OTHER'], 'type': 'string'}, 'amountMissingCount': {'type': 'integer', 'minimum': 0}}, 'additionalProperties': False}, 'maxItems': 6, 'description': 'Non-draft quotes issued in the range, per status, with count and amount. Quote and customer identifiers, contacts, tax ids, addresses, notes, line descriptions and free text are never returned.'}, 'amountMissingCount': {'type': 'integer', 'minimum': 0}, 'acceptanceRatePercent': {'anyOf': [{'type': 'number', 'minimum': 0}, {'type': 'null'}], 'description': 'Approved quotes as a percentage of approved plus rejected; null when the count is a lower bound or none was decided'}, 'quoteCountIsLowerBound': {'type': 'boolean'}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['businessId'], 'properties': {'businessId': {'type': 'string', 'pattern': '^[0-9a-f]{24}$', 'description': 'Business id: 24 lowercase hexadecimal characters'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['asOfDate', 'currency', 'sourceInvoiceCount', 'sourceInvoiceCountIsLowerBound', 'openInvoiceCount', 'outstandingAmount', 'amountMissingCount', 'partiallyPaidCountExcludedFromAmount', 'overdueInvoiceCount', 'overdueAmount', 'aging'], 'properties': {'aging': {'type': 'array', 'items': {'type': 'object', 'required': ['bucket', 'count', 'amount', 'amountMissingCount'], 'properties': {'count': {'type': 'integer', 'minimum': 0}, 'amount': {'type': 'number'}, 'bucket': {'enum': ['not-due', '0-30', '31-60', '61-90', '90+'], 'type': 'string'}, 'amountMissingCount': {'type': 'integer', 'minimum': 0}}, 'additionalProperties': False}, 'maxItems': 5, 'description': 'Fully owed open invoices by days past their due date (issue date when none) as of asOfDate. Invoice and customer identifiers, exact dates, contacts, tax ids, addresses, notes, line text, bank or card data, processor data and payment actions are never returned.'}, 'asOfDate': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'UTC calendar date in YYYY-MM-DD format'}, 'currency': {'anyOf': [{'type': 'string', 'pattern': '^[A-Z]{3}$'}, {'type': 'null'}], 'description': 'ISO 4217 alpha-3 business currency, or null when unset'}, 'overdueAmount': {'type': 'number'}, 'openInvoiceCount': {'type': 'integer', 'minimum': 0}, 'outstandingAmount': {'type': 'number'}, 'amountMissingCount': {'type': 'integer', 'minimum': 0}, 'sourceInvoiceCount': {'type': 'integer', 'minimum': 0}, 'overdueInvoiceCount': {'type': 'integer', 'minimum': 0, 'description': 'Fully owed invoices whose status is OVERDUE; a PENDING invoice past its due date is counted only in aging'}, 'sourceInvoiceCountIsLowerBound': {'type': 'boolean'}, 'partiallyPaidCountExcludedFromAmount': {'type': 'integer', 'minimum': 0, 'description': 'Open partially paid invoices left out of every amount because their remaining balance is not stored'}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['businessId'], 'properties': {'endDate': {'$ref': '#/properties/startDate', 'description': 'Last UTC day to include, YYYY-MM-DD, at most 366 days after startDate; defaults to today'}, 'startDate': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'First UTC day to include, YYYY-MM-DD; defaults to 89 days before endDate (a 90-day window)'}, 'businessId': {'type': 'string', 'pattern': '^[0-9a-f]{24}$', 'description': 'Business id: 24 lowercase hexadecimal characters'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['range', 'currency', 'invoiceCount', 'invoiceCountIsLowerBound', 'invoicedAmount', 'invoiceAmountMissingCount', 'invoiceStatusBreakdown', 'paymentCount', 'paymentCountIsLowerBound', 'collectedAmount', 'paymentAmountMissingCount', 'collectionRatePercent'], 'properties': {'range': {'type': 'object', 'required': ['startDate', 'endDate'], 'properties': {'endDate': {'$ref': '#/properties/range/properties/startDate'}, 'startDate': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'UTC calendar date in YYYY-MM-DD format'}}, 'additionalProperties': False}, 'currency': {'anyOf': [{'type': 'string', 'pattern': '^[A-Z]{3}$'}, {'type': 'null'}], 'description': 'ISO 4217 alpha-3 business currency, or null when unset'}, 'invoiceCount': {'type': 'integer', 'minimum': 0}, 'paymentCount': {'type': 'integer', 'minimum': 0}, 'invoicedAmount': {'type': 'number'}, 'collectedAmount': {'type': 'number', 'description': 'Sum of the payments recorded in the range, whatever their status; not proof of bank settlement'}, 'collectionRatePercent': {'type': ['number', 'null'], 'description': 'collectedAmount as a percentage of invoicedAmount; null when a total is incomplete or nothing was invoiced'}, 'invoiceStatusBreakdown': {'type': 'array', 'items': {'type': 'object', 'required': ['status', 'count', 'amount', 'amountMissingCount'], 'properties': {'count': {'type': 'integer', 'minimum': 0}, 'amount': {'type': 'number'}, 'status': {'enum': ['DRAFT', 'PENDING', 'PARTIALLY_PAID', 'PAID', 'OVERDUE', 'REFUNDED', 'UNCOLLECTIBLE', 'UNKNOWN', 'OTHER'], 'type': 'string'}, 'amountMissingCount': {'type': 'integer', 'minimum': 0}}, 'additionalProperties': False}, 'maxItems': 9, 'description': 'Non-draft invoices issued in the range, per status, with count and amount. Aggregates only: invoice, payment, customer, line-item, processor, card, bank, note and identifier data are never returned.'}, 'invoiceCountIsLowerBound': {'type': 'boolean'}, 'paymentCountIsLowerBound': {'type': 'boolean'}, 'invoiceAmountMissingCount': {'type': 'integer', 'minimum': 0}, 'paymentAmountMissingCount': {'type': 'integer', 'minimum': 0}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['businessId'], 'properties': {'businessId': {'type': 'string', 'pattern': '^[0-9a-f]{24}$', 'description': 'Business id: 24 lowercase hexadecimal characters'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['status', 'subscription'], 'properties': {'status': {'enum': ['found', 'not-found'], 'type': 'string'}, 'subscription': {'anyOf': [{'type': 'object', 'required': ['status', 'productName', 'billingFrequency', 'maxNumberOfCustomers', 'maxNumberOfInvoices', 'maxNumberOfReminders', 'maxNumberOfUsers'], 'properties': {'status': {'anyOf': [{'enum': ['ACTIVE', 'PAST_DUE', 'CANCELED'], 'type': 'string'}, {'type': 'null'}]}, 'productName': {'anyOf': [{'type': 'string', 'maxLength': 200}, {'type': 'null'}]}, 'billingFrequency': {'anyOf': [{'enum': ['MONTHLY', 'YEARLY'], 'type': 'string'}, {'type': 'null'}]}, 'maxNumberOfUsers': {'type': ['number', 'null']}, 'maxNumberOfInvoices': {'type': ['number', 'null']}, 'maxNumberOfCustomers': {'type': ['number', 'null']}, 'maxNumberOfReminders': {'type': ['number', 'null']}}, 'additionalProperties': False}, {'type': 'null'}], 'description': 'Plan entitlements; limits are caps, not usage. Payment-processor identifiers and credentials are never returned.'}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'integer', 'maximum': 100, 'description': 'Businesses per page, from 1 to 100; defaults to 25', 'exclusiveMinimum': 0}, 'cursor': {'type': 'string', 'maxLength': 4096, 'description': 'The nextCursor of the previous page of this listing; absent for the first page'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['items', 'hasMore'], 'properties': {'items': {'type': 'array', 'items': {'type': 'object', 'required': ['id', 'name', 'currency', 'countryCode', 'locale', 'timezone'], 'properties': {'id': {'type': 'string', 'pattern': '^[0-9a-f]{24}$'}, 'name': {'type': 'string', 'maxLength': 200}, 'locale': {'anyOf': [{'type': 'string', 'maxLength': 35}, {'type': 'null'}]}, 'currency': {'anyOf': [{'type': 'string', 'pattern': '^[A-Z]{3}$'}, {'type': 'null'}], 'description': 'ISO 4217 alpha-3 business currency, or null when unset'}, 'timezone': {'anyOf': [{'type': 'string', 'maxLength': 64}, {'type': 'null'}]}, 'countryCode': {'anyOf': [{'type': 'string', 'pattern': '^[A-Z]{2}$'}, {'type': 'null'}]}}, 'additionalProperties': False}, 'maxItems': 100, 'description': 'Businesses in the signed-in organization. Addresses, contact details, payment settings and secrets are omitted.'}, 'hasMore': {'type': 'boolean'}, 'nextCursor': {'type': 'string', 'maxLength': 4096, 'description': 'Cursor for the next page; absent on the last page'}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['businessId'], 'properties': {'limit': {'type': 'integer', 'maximum': 100, 'description': 'Products per page, from 1 to 100; defaults to 25', 'exclusiveMinimum': 0}, 'cursor': {'type': 'string', 'maxLength': 4096, 'description': 'The nextCursor of the previous page of this listing; absent for the first page'}, 'businessId': {'type': 'string', 'pattern': '^[0-9a-f]{24}$', 'description': 'Business id: 24 lowercase hexadecimal characters'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['items', 'hasMore'], 'properties': {'items': {'type': 'array', 'items': {'type': 'object', 'required': ['name', 'price', 'tax'], 'properties': {'tax': {'type': ['number', 'null']}, 'name': {'type': 'string', 'maxLength': 200}, 'price': {'type': ['number', 'null']}}, 'additionalProperties': False}, 'maxItems': 100, 'description': "Catalog items, most recently edited first. price is in the business currency; tax is the product's stored tax value, null when unset. Record identifiers, line-item text and customer data are excluded."}, 'hasMore': {'type': 'boolean'}, 'nextCursor': {'type': 'string', 'maxLength': 4096, 'description': 'Cursor for the next page; absent on the last page'}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['businessId'], 'properties': {'businessId': {'type': 'string', 'pattern': '^[0-9a-f]{24}$', 'description': 'Business id: 24 lowercase hexadecimal characters'}}}
Esquema de salida
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['business', 'customerCount', 'customerCountIsLowerBound', 'invoiceCount', 'invoiceCountIsLowerBound', 'invoiceStatusBreakdown', 'paymentCount', 'paymentCountIsLowerBound', 'quoteCount', 'quoteCountIsLowerBound', 'quoteStatusBreakdown', 'productCount', 'productCountIsLowerBound', 'products'], 'properties': {'business': {'anyOf': [{'type': 'object', 'required': ['id', 'name', 'currency', 'countryCode', 'defaultLocale', 'timezone'], 'properties': {'id': {'type': 'string', 'pattern': '^[0-9a-f]{24}$'}, 'name': {'type': 'string', 'maxLength': 200}, 'currency': {'anyOf': [{'type': 'string', 'pattern': '^[A-Z]{3}$'}, {'type': 'null'}]}, 'timezone': {'anyOf': [{'type': 'string', 'maxLength': 64}, {'type': 'null'}]}, 'countryCode': {'anyOf': [{'type': 'string', 'pattern': '^[A-Z]{2}$'}, {'type': 'null'}]}, 'defaultLocale': {'anyOf': [{'type': 'string', 'maxLength': 35}, {'type': 'null'}]}}, 'additionalProperties': False}, {'type': 'null'}], 'description': 'Null when not found. Individual customer or financial records, identifiers, numbers, exact dates or amounts, contacts, tax ids, addresses, notes, line descriptions, PCI or bank data, processor data, credentials and payment actions are never returned.'}, 'products': {'type': 'array', 'items': {'type': 'object', 'required': ['name', 'price', 'tax'], 'properties': {'tax': {'anyOf': [{'type': 'number'}, {'type': 'null'}]}, 'name': {'type': 'string', 'maxLength': 200}, 'price': {'anyOf': [{'type': 'number'}, {'type': 'null'}]}}, 'additionalProperties': False}, 'maxItems': 12}, 'quoteCount': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0}, 'invoiceCount': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0}, 'paymentCount': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0}, 'productCount': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0}, 'customerCount': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0}, 'quoteStatusBreakdown': {'type': 'array', 'items': {'type': 'object', 'required': ['status', 'count'], 'properties': {'count': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0}, 'status': {'enum': ['DRAFT', 'PENDING', 'REJECTED', 'APPROVED', 'OTHER'], 'type': 'string'}}, 'additionalProperties': False}, 'maxItems': 5}, 'invoiceStatusBreakdown': {'type': 'array', 'items': {'type': 'object', 'required': ['status', 'count'], 'properties': {'count': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0}, 'status': {'enum': ['DRAFT', 'PENDING', 'PARTIALLY_PAID', 'PAID', 'OVERDUE', 'REFUNDED', 'UNCOLLECTIBLE', 'OTHER'], 'type': 'string'}}, 'additionalProperties': False}, 'maxItems': 8}, 'quoteCountIsLowerBound': {'type': 'boolean'}, 'invoiceCountIsLowerBound': {'type': 'boolean'}, 'paymentCountIsLowerBound': {'type': 'boolean'}, 'productCountIsLowerBound': {'type': 'boolean'}, 'customerCountIsLowerBound': {'type': 'boolean'}}, 'additionalProperties': False}
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