statement-of-account
Qué hace este MCP
Builds customer statements, invoice aging reports, receivables summaries, dunning letters, and statement files.
Herramientas
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['client', 'level'], 'properties': {'as_of': {'type': 'string', 'maxLength': 10, 'description': 'Age the invoices as at this date, YYYY-MM-DD. Defaults to today'}, 'level': {'type': 'integer', 'maximum': 3, 'minimum': 1, 'description': '1 friendly reminder, 2 firm reminder, 3 final demand. Level 3 is Pro'}, 'client': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Client id from the invoice server, an exact client name, or a name containing this text'}, 'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': 'Only needed when the client has documents in more than one currency. Currencies are never added together'}, 'greeting': {'type': 'string', 'maxLength': 4000, 'description': 'Opening line, default "Hello" and the client name'}, 'sign_off': {'type': 'string', 'maxLength': 4000, 'description': 'Closing line, default your business name from the shared profile'}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['key'], 'properties': {'key': {'type': 'string', 'description': 'License key from checkout, MCPL1.<payload>.<signature>'}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'as_of': {'type': 'string', 'maxLength': 10, 'description': 'Age the invoices as at this date, YYYY-MM-DD. Defaults to today'}, 'limit': {'type': 'integer', 'maximum': 2000, 'minimum': 1, 'description': 'Maximum invoice rows returned, default and ceiling 2000'}, 'client': {'type': 'string', 'maxLength': 200, 'description': 'One client id or name. Omit to age every client in the books'}, 'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': 'Only this currency. Omit for every currency, each aged separately'}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['client', 'from', 'to'], 'properties': {'to': {'type': 'string', 'maxLength': 10, 'description': 'Last day of the period, YYYY-MM-DD, inclusive'}, 'from': {'type': 'string', 'maxLength': 10, 'description': 'First day of the period, YYYY-MM-DD. Everything dated before it becomes the opening balance'}, 'client': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Client id from the invoice server, an exact client name, or a name containing this text'}, 'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': 'Only needed when the client has documents in more than one currency. Currencies are never added together'}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['client', 'from', 'to'], 'properties': {'to': {'type': 'string', 'maxLength': 10, 'description': 'Last day of the period, YYYY-MM-DD, inclusive'}, 'from': {'type': 'string', 'maxLength': 10, 'description': 'First day of the period, YYYY-MM-DD'}, 'as_of': {'type': 'string', 'maxLength': 10, 'description': 'Date printed on the statement, YYYY-MM-DD. Defaults to today'}, 'client': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Client id from the invoice server, an exact client name, or a name containing this text'}, 'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': 'Only needed when the client has documents in more than one currency. Currencies are never added together'}, 'out_path': {'type': 'string', 'description': 'Name for the downloaded file, e.g. acme-statement. Defaults to the client, currency and period; the statement comes back as a download link valid for one hour'}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'as_of': {'type': 'string', 'maxLength': 10, 'description': 'Age the invoices as at this date, YYYY-MM-DD. Defaults to today'}, 'limit': {'type': 'integer', 'maximum': 200, 'minimum': 1, 'description': 'How many clients to list, worst first. Default 20'}}, 'additionalProperties': False}
Esquema de entrada
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['client', 'from', 'to'], 'properties': {'to': {'type': 'string', 'maxLength': 10, 'description': 'Last day of the period, YYYY-MM-DD, inclusive'}, 'from': {'type': 'string', 'maxLength': 10, 'description': 'First day of the period, YYYY-MM-DD'}, 'as_of': {'type': 'string', 'maxLength': 10, 'description': 'Date printed on the statement, YYYY-MM-DD. Defaults to today'}, 'client': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Client id from the invoice server, an exact client name, or a name containing this text'}, 'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': 'Only needed when the client has documents in more than one currency. Currencies are never added together'}, 'greeting': {'type': 'string', 'maxLength': 4000, 'description': 'Opening line, default "Hello" and the client name'}, 'sign_off': {'type': 'string', 'maxLength': 4000, 'description': 'Closing line, default your business name from the shared profile'}}, 'additionalProperties': False}
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