Sage

List ledger accounts (chart of accounts) with pagination and filtering. Args: - search: Search query - visibleIn: Filter by visibility (expenses, banking, journals, sales, purchases) - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of ledger accounts with balances.

Get a ledger account by ID. Args: - id: Ledger account ID - format: Response format Returns: The ledger account with all details including balance.

Create a new ledger account. Args: - name: Account name (required) - ledgerAccountTypeId: Account type ID (required) - nominalCode: Nominal/account code - ledgerAccountGroupId: Account group ID - taxRateId: Default tax rate ID - visibleInExpenses: Show in expenses - visibleInBanking: Show in banking - visibleInJournals: Show in journals - visibleInSales: Show in sales - visibleInPurchases: Show in purchases Returns: The created ledger account.

Update an existing ledger account. Args: - id: Ledger account ID to update (required) - name: New account name - nominalCode: New nominal code - taxRateId: New default tax rate ID - visibleInExpenses: Show in expenses - visibleInBanking: Show in banking - visibleInJournals: Show in journals - visibleInSales: Show in sales - visibleInPurchases: Show in purchases Returns: The updated ledger account.

Delete a ledger account. Args: - id: Ledger account ID to delete Returns: Confirmation of deletion.

Delete a sales quick entry. Args: - id: Sales quick entry ID to delete Returns: Confirmation of deletion.

List tax rates with pagination. Args: - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of tax rates.

Get a tax rate by ID. Args: - id: Tax rate ID - format: Response format Returns: The tax rate with all details.

Create a new tax rate. Args: - name: Tax rate name (required) - percentage: Tax percentage (required) - agency: Tax agency name - isVisible: Whether rate is visible - forSales: Available for sales - forPurchases: Available for purchases Returns: The created tax rate.

Update an existing tax rate. Args: - id: Tax rate ID to update (required) - name: New tax rate name - percentage: New tax percentage - agency: New tax agency name - isVisible: New visibility status Returns: The updated tax rate.

Delete a tax rate. Args: - id: Tax rate ID to delete Returns: Confirmation of deletion.

List journals with pagination. Args: - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of journals.

Get a journal by ID. Args: - id: Journal ID - format: Response format Returns: The journal with all details including journal lines.

Create a new journal entry. Args: - date: Journal date in YYYY-MM-DD format (required) - journalLines: Array of journal lines with debit/credit amounts (required) - reference: Journal reference - description: Journal description Returns: The created journal.

Delete a journal. Args: - id: Journal ID to delete Returns: Confirmation of deletion.

List ledger entries (transactions) with pagination and filtering. Args: - ledgerAccountId: Filter by ledger account ID - fromDate: Filter from date (YYYY-MM-DD) - toDate: Filter to date (YYYY-MM-DD) - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of ledger entries.

List contact opening balances. Args: - contactId: Filter by contact ID - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of contact opening balances.

Create a contact opening balance. Args: - contactId: Contact ID (required) - transactionTypeId: Transaction type ID (required) - date: Date in YYYY-MM-DD format (required) - debitAmount: Debit amount - creditAmount: Credit amount - reference: Reference Returns: The created contact opening balance.

Get the current business information. Returns: The business details including name, address, contact information.

List all available countries. Returns: List of countries with id, code, and name.

List bank opening balances. Args: - bankAccountId: Filter by bank account ID - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of bank opening balances.

Create a bank opening balance. Args: - bankAccountId: Bank account ID (required) - transactionTypeId: Transaction type ID (required) - date: Date in YYYY-MM-DD format (required) - debitAmount: Debit amount - creditAmount: Credit amount - reference: Reference Returns: The created bank opening balance.

List ledger account opening balances. Args: - ledgerAccountId: Filter by ledger account ID - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of ledger account opening balances.

Create a ledger account opening balance. Args: - ledgerAccountId: Ledger account ID (required) - date: Date in YYYY-MM-DD format (required) - debitAmount: Debit amount - creditAmount: Credit amount - reference: Reference Returns: The created ledger account opening balance.

List bank accounts with pagination. Args: - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format ('json' or 'markdown') Returns: Paginated list of bank accounts with balance information.

Get a bank account by ID. Args: - id: Bank account ID - format: Response format Returns: The bank account with all details including balance.

Create a new bank account. Args: - accountName: Account name (required) - bankAccountTypeId: Bank account type ID (required) - accountNumber: Account number - sortCode: Sort code / routing number - bic: BIC/SWIFT code - iban: IBAN - nominalCode: Nominal code - ledgerAccountId: Ledger account ID - defaultPaymentMethodId: Default payment method ID - currencyId: Currency ID Returns: The created bank account.

Update an existing bank account. Args: - id: Bank account ID to update (required) - accountName: New account name - accountNumber: New account number - sortCode: New sort code - bic: New BIC/SWIFT code - iban: New IBAN Returns: The updated bank account.

Delete a bank account. Args: - id: Bank account ID to delete Returns: Confirmation of deletion.

List bank deposits with pagination and filtering. Args: - bankAccountId: Filter by bank account ID - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of bank deposits.

Get a bank deposit by ID. Args: - id: Bank deposit ID - format: Response format Returns: The bank deposit with all details.

Create a new bank deposit. Args: - bankAccountId: Bank account ID (required) - date: Deposit date in YYYY-MM-DD format (required) - reference: Deposit reference - cashAmount: Cash amount - chequeAmount: Cheque amount Returns: The created bank deposit.

Delete a bank deposit. Args: - id: Bank deposit ID to delete Returns: Confirmation of deletion.

List bank transfers with pagination. Args: - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of bank transfers.

Get a bank transfer by ID. Args: - id: Bank transfer ID - format: Response format Returns: The bank transfer with all details.

Create a new bank transfer between accounts. Args: - fromBankAccountId: Source bank account ID (required) - toBankAccountId: Destination bank account ID (required) - date: Transfer date in YYYY-MM-DD format (required) - amount: Transfer amount (required) - reference: Transfer reference - description: Transfer description Returns: The created bank transfer.

Delete a bank transfer. Args: - id: Bank transfer ID to delete Returns: Confirmation of deletion.

List contacts (customers and vendors) from Sage with pagination and search. Returns a paginated list of contacts. Use the page number from the response to fetch the next page. Args: - search: Search query to filter contacts by name - page: Page number (default: 1) - itemsPerPage: Number of items per page (1-100, default: 20) - format: Response format ('json' or 'markdown') Returns: Paginated list of contacts with id, name, email, phone, reference.

Get a single contact by ID. Args: - id: The contact ID - format: Response format ('json' or 'markdown') Returns: The contact record with all available fields.

Create a new contact (customer or vendor) in Sage. Args: - name: Contact name (required) - email: Email address - telephone: Phone number - mobile: Mobile phone number - website: Website URL - reference: Reference code - taxNumber: Tax/VAT number - notes: Additional notes - contactTypeIds: Array of contact type IDs (e.g., ['CUSTOMER', 'VENDOR']) - creditLimit: Credit limit amount - creditDays: Credit days Returns: The created contact record.

Update an existing product. Args: - id: Product ID to update (required) - description: New product description - itemCode: New product/SKU code - notes: New notes - purchasePrice: New purchase price - costPrice: New cost price - active: New active status Returns: The updated product.

Update an existing contact. Args: - id: Contact ID to update (required) - name: New contact name - email: New email address - telephone: New phone number - mobile: New mobile phone number - website: New website URL - reference: New reference code - taxNumber: New tax/VAT number - notes: New notes - creditLimit: New credit limit - creditDays: New credit days Returns: The updated contact record.

Delete a contact from Sage. Args: - id: Contact ID to delete Returns: Confirmation of deletion.

List all available contact types (e.g., CUSTOMER, VENDOR). Returns: List of contact types with id and name.

List contact payments (customer receipts and vendor payments) with pagination and filtering. Args: - contactId: Filter by contact ID - bankAccountId: Filter by bank account ID - transactionTypeId: Filter by transaction type (CUSTOMER_RECEIPT, VENDOR_PAYMENT) - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of contact payments.

Get a contact payment by ID. Args: - id: Contact payment ID - format: Response format Returns: The contact payment with all details.

Create a new contact payment (customer receipt or vendor payment). Args: - transactionTypeId: Transaction type ID (CUSTOMER_RECEIPT or VENDOR_PAYMENT) (required) - contactId: Contact ID (required) - bankAccountId: Bank account ID (required) - date: Payment date in YYYY-MM-DD format (required) - totalAmount: Total payment amount (required) - reference: Payment reference - paymentMethodId: Payment method ID - allocatedArtefacts: Array of invoices/credit notes to allocate payment to Returns: The created contact payment.

Delete a contact payment. Args: - id: Contact payment ID to delete Returns: Confirmation of deletion.

List other payments (ad-hoc payments and receipts) with pagination and filtering. Args: - bankAccountId: Filter by bank account ID - transactionTypeId: Filter by transaction type (OTHER_PAYMENT, OTHER_RECEIPT) - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of other payments.

Get an other payment by ID. Args: - id: Other payment ID - format: Response format Returns: The other payment with all details.

Delete a product. Args: - id: Product ID to delete Returns: Confirmation of deletion.

Create a new other payment (ad-hoc expense or income). Args: - transactionTypeId: Transaction type ID (OTHER_PAYMENT or OTHER_RECEIPT) (required) - bankAccountId: Bank account ID (required) - date: Payment date in YYYY-MM-DD format (required) - paymentLines: Array of payment line items (required) - contactId: Optional contact ID - reference: Payment reference - paymentMethodId: Payment method ID Returns: The created other payment.

Delete an other payment. Args: - id: Other payment ID to delete Returns: Confirmation of deletion.

List contact allocations (payment allocations to invoices/credit notes). Args: - contactId: Filter by contact ID - transactionTypeId: Filter by transaction type - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of contact allocations.

Get a contact allocation by ID. Args: - id: Contact allocation ID - format: Response format Returns: The contact allocation with all details.

List all available transaction types. Returns: List of transaction types (e.g., CUSTOMER_RECEIPT, VENDOR_PAYMENT, SALES_INVOICE, etc.).

Create a new contact allocation to match payments with invoices/credit notes. Args: - contactId: Contact ID (required) - transactionTypeId: Transaction type ID (required) - date: Allocation date in YYYY-MM-DD format (required) - allocatedArtefacts: Array of items to allocate (required) - reference: Allocation reference Returns: The created contact allocation.

Delete a contact allocation. Args: - id: Contact allocation ID to delete Returns: Confirmation of deletion.

List products with pagination and search. Args: - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of products.

Get a product by ID. Args: - id: Product ID - format: Response format Returns: The product with all details.

Create a new product. Args: - description: Product description (required) - itemCode: Product/SKU code - notes: Additional notes - salesLedgerAccountId: Sales ledger account ID - purchaseLedgerAccountId: Purchase ledger account ID - salesTaxRateId: Sales tax rate ID - purchaseTaxRateId: Purchase tax rate ID - purchasePrice: Purchase/cost price - costPrice: Cost price - active: Whether product is active Returns: The created product.

List services with pagination and search. Args: - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of services.

Get a service by ID. Args: - id: Service ID - format: Response format Returns: The service with all details.

Create a new service. Args: - description: Service description (required) - itemCode: Service code - notes: Additional notes - salesLedgerAccountId: Sales ledger account ID - purchaseLedgerAccountId: Purchase ledger account ID - salesTaxRateId: Sales tax rate ID - purchaseTaxRateId: Purchase tax rate ID - purchasePrice: Purchase/cost price - costPrice: Cost price - active: Whether service is active Returns: The created service.

Update an existing service. Args: - id: Service ID to update (required) - description: New service description - itemCode: New service code - notes: New notes - purchasePrice: New purchase price - costPrice: New cost price - active: New active status Returns: The updated service.

Delete a service. Args: - id: Service ID to delete Returns: Confirmation of deletion.

List stock items with pagination and search. Args: - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of stock items with quantity information.

Get a stock item by ID. Args: - id: Stock item ID - format: Response format Returns: The stock item with all details including quantity in stock.

Create a new purchase invoice (bill from vendor). Args: - contactId: Vendor contact ID (required) - date: Invoice date in YYYY-MM-DD format (required) - dueDate: Due date in YYYY-MM-DD format - reference: Your reference - vendorReference: Vendor's invoice reference - invoiceLines: Array of invoice line items (required) - notes: Invoice notes - currencyId: Currency ID - exchangeRate: Exchange rate Returns: The created purchase invoice.

Delete a purchase invoice. Args: - id: Purchase invoice ID to delete Returns: Confirmation of deletion.

Create a new stock item. Args: - description: Stock item description (required) - itemCode: Item/SKU code - notes: Additional notes - salesLedgerAccountId: Sales ledger account ID - purchaseLedgerAccountId: Purchase ledger account ID - salesTaxRateId: Sales tax rate ID - purchaseTaxRateId: Purchase tax rate ID - purchasePrice: Purchase price - costPrice: Cost price - reorderLevel: Reorder level - reorderQuantity: Reorder quantity - location: Stock location - barcode: Barcode - weight: Item weight - active: Whether item is active Returns: The created stock item.

Update an existing stock item. Args: - id: Stock item ID to update (required) - description: New description - itemCode: New item code - purchasePrice: New purchase price - costPrice: New cost price - reorderLevel: New reorder level - reorderQuantity: New reorder quantity - location: New location - barcode: New barcode - active: New active status Returns: The updated stock item.

Delete a stock item. Args: - id: Stock item ID to delete Returns: Confirmation of deletion.

List stock movements with pagination and filtering. Args: - stockItemId: Filter by stock item ID - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of stock movements.

Get a stock movement by ID. Args: - id: Stock movement ID - format: Response format Returns: The stock movement with all details.

Create a new stock movement (adjustment). Args: - stockItemId: Stock item ID (required) - date: Movement date in YYYY-MM-DD format (required) - quantity: Quantity to adjust (positive for increase, negative for decrease) (required) - movementTypeId: Movement type ID (required) - costPrice: Cost price per unit - reference: Movement reference - details: Additional details Returns: The created stock movement.

List purchase invoices (bills) with pagination and filtering. Args: - contactId: Filter by vendor contact ID - status: Filter by status (DRAFT, SENT, PAID, PART_PAID, VOID) - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format ('json' or 'markdown') Returns: Paginated list of purchase invoices.

Get a purchase invoice by ID. Args: - id: Purchase invoice ID - format: Response format Returns: The purchase invoice with all details including line items.

List purchase credit notes with pagination and filtering. Args: - contactId: Filter by vendor contact ID - status: Filter by status - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of purchase credit notes.

Get a purchase credit note by ID. Args: - id: Purchase credit note ID - format: Response format Returns: The purchase credit note with all details.

Create a new purchase credit note. Args: - contactId: Vendor contact ID (required) - date: Credit note date in YYYY-MM-DD format (required) - reference: Your reference - vendorReference: Vendor's credit note reference - creditNoteLines: Array of credit note line items (required) - notes: Credit note notes - originalInvoiceId: Original purchase invoice ID if crediting an invoice Returns: The created purchase credit note.

Delete a purchase credit note. Args: - id: Purchase credit note ID to delete Returns: Confirmation of deletion.

List purchase quick entries with pagination and filtering. Args: - contactId: Filter by vendor contact ID - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of purchase quick entries.

Get a purchase quick entry by ID. Args: - id: Purchase quick entry ID - format: Response format Returns: The purchase quick entry with all details.

Create a new purchase quick entry for fast bill/credit note creation. Args: - contactId: Vendor contact ID (required) - date: Entry date in YYYY-MM-DD format (required) - quickEntryTypeId: Quick entry type ID (required) - ledgerAccountId: Ledger account ID (required) - netAmount: Net amount (required) - taxRateId: Tax rate ID - reference: Reference - details: Additional details - dueDate: Due date in YYYY-MM-DD format Returns: The created purchase quick entry.

Delete a purchase quick entry. Args: - id: Purchase quick entry ID to delete Returns: Confirmation of deletion.

List sales invoices with pagination and filtering. Args: - contactId: Filter by contact ID - status: Filter by status (DRAFT, SENT, PAID, PART_PAID, VOID) - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format ('json' or 'markdown') Returns: Paginated list of sales invoices.

Get a sales invoice by ID. Args: - id: Sales invoice ID - format: Response format Returns: The sales invoice with all details including line items.

Create a new sales invoice. Args: - contactId: Customer contact ID (required) - date: Invoice date in YYYY-MM-DD format (required) - dueDate: Due date in YYYY-MM-DD format - reference: Invoice reference - invoiceLines: Array of invoice line items (required) - notes: Invoice notes - termsAndConditions: Terms and conditions - currencyId: Currency ID - exchangeRate: Exchange rate Returns: The created sales invoice.

Delete a sales invoice. Args: - id: Sales invoice ID to delete Returns: Confirmation of deletion.

List sales quotes with pagination and filtering. Args: - contactId: Filter by contact ID - status: Filter by status (DRAFT, SENT, ACCEPTED, DECLINED, EXPIRED) - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of sales quotes.

Get a sales quote by ID. Args: - id: Sales quote ID - format: Response format Returns: The sales quote with all details.

Create a new sales quote. Args: - contactId: Customer contact ID (required) - date: Quote date in YYYY-MM-DD format (required) - expiryDate: Expiry date in YYYY-MM-DD format - reference: Quote reference - quoteLines: Array of quote line items (required) - notes: Quote notes - termsAndConditions: Terms and conditions Returns: The created sales quote.

Delete a sales quote. Args: - id: Sales quote ID to delete Returns: Confirmation of deletion.

List sales estimates with pagination and filtering. Args: - contactId: Filter by contact ID - status: Filter by status - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of sales estimates.

Get a sales estimate by ID. Args: - id: Sales estimate ID - format: Response format Returns: The sales estimate with all details.

Create a new sales estimate. Args: - contactId: Customer contact ID (required) - date: Estimate date in YYYY-MM-DD format (required) - expiryDate: Expiry date in YYYY-MM-DD format - reference: Estimate reference - estimateLines: Array of estimate line items (required) - notes: Estimate notes - termsAndConditions: Terms and conditions Returns: The created sales estimate.

Delete a sales estimate. Args: - id: Sales estimate ID to delete Returns: Confirmation of deletion.

List sales credit notes with pagination and filtering. Args: - contactId: Filter by contact ID - status: Filter by status - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of sales credit notes.

Get a sales credit note by ID. Args: - id: Sales credit note ID - format: Response format Returns: The sales credit note with all details.

Create a new sales credit note. Args: - contactId: Customer contact ID (required) - date: Credit note date in YYYY-MM-DD format (required) - reference: Credit note reference - creditNoteLines: Array of credit note line items (required) - notes: Credit note notes - originalInvoiceId: Original invoice ID if crediting an invoice Returns: The created sales credit note.

Delete a sales credit note. Args: - id: Sales credit note ID to delete Returns: Confirmation of deletion.

List sales quick entries with pagination and filtering. Args: - contactId: Filter by contact ID - search: Search query - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of sales quick entries.

Get a sales quick entry by ID. Args: - id: Sales quick entry ID - format: Response format Returns: The sales quick entry with all details.

Create a new sales quick entry for fast invoice/credit note creation. Args: - contactId: Customer contact ID (required) - date: Entry date in YYYY-MM-DD format (required) - quickEntryTypeId: Quick entry type ID (required) - ledgerAccountId: Ledger account ID (required) - netAmount: Net amount (required) - taxRateId: Tax rate ID - reference: Reference - details: Additional details - dueDate: Due date in YYYY-MM-DD format Returns: The created sales quick entry.

List attachments with filtering. Args: - attachmentContextId: Filter by attachment context ID (e.g., invoice ID) - attachmentContextTypeId: Filter by context type (e.g., SALES_INVOICE, PURCHASE_INVOICE) - page: Page number (default: 1) - itemsPerPage: Items per page (1-100, default: 20) - format: Response format Returns: Paginated list of attachments.

Get an attachment by ID. Args: - id: Attachment ID - format: Response format Returns: The attachment metadata.

Create a new attachment for a transaction. Args: - attachmentContextId: Context ID (e.g., invoice ID) (required) - attachmentContextTypeId: Context type ID (required) - file: Base64 encoded file content (required) - fileName: File name (required) - mimeType: MIME type (required) - description: File description Returns: The created attachment.

Delete an attachment. Args: - id: Attachment ID to delete Returns: Confirmation of deletion.

List all available attachment context types. Returns: List of attachment context types (e.g., SALES_INVOICE, PURCHASE_INVOICE, CONTACT, etc.).