Sage

Sage Business Cloud Accounting MCP Server for Cloudflare Workers

Available Tools

110 tools available in the Sage MCP server. Each tool can be called by AI assistants to perform specific actions.

sage_list_ledger_accounts

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "visibleIn": {
      "type": "string",
      "description": "Filter by visibility"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_ledger_account

Get a ledger account by ID.

Args:

id: Ledger account ID
format: Response format

Returns: The ledger account with all details including balance.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Ledger account ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_ledger_account

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.

{
  "type": "object",
  "required": [
    "name",
    "ledgerAccountTypeId"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Account name"
    },
    "taxRateId": {
      "type": "string",
      "description": "Default tax rate ID"
    },
    "nominalCode": {
      "type": "integer",
      "description": "Nominal/account code"
    },
    "visibleInSales": {
      "type": "boolean",
      "description": "Show in sales"
    },
    "visibleInBanking": {
      "type": "boolean",
      "description": "Show in banking"
    },
    "visibleInExpenses": {
      "type": "boolean",
      "description": "Show in expenses"
    },
    "visibleInJournals": {
      "type": "boolean",
      "description": "Show in journals"
    },
    "visibleInPurchases": {
      "type": "boolean",
      "description": "Show in purchases"
    },
    "ledgerAccountTypeId": {
      "type": "string",
      "description": "Account type ID"
    },
    "ledgerAccountGroupId": {
      "type": "string",
      "description": "Account group ID"
    }
  }
}

sage_update_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.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Ledger account ID"
    },
    "name": {
      "type": "string",
      "description": "Account name"
    },
    "taxRateId": {
      "type": "string",
      "description": "Default tax rate ID"
    },
    "nominalCode": {
      "type": "integer",
      "description": "Nominal code"
    },
    "visibleInSales": {
      "type": "boolean",
      "description": "Show in sales"
    },
    "visibleInBanking": {
      "type": "boolean",
      "description": "Show in banking"
    },
    "visibleInExpenses": {
      "type": "boolean",
      "description": "Show in expenses"
    },
    "visibleInJournals": {
      "type": "boolean",
      "description": "Show in journals"
    },
    "visibleInPurchases": {
      "type": "boolean",
      "description": "Show in purchases"
    }
  }
}

sage_delete_ledger_account

Delete a ledger account.

Args:

id: Ledger account ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Ledger account ID"
    }
  }
}

sage_delete_sales_quick_entry

Delete a sales quick entry.

Args:

id: Sales quick entry ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Sales quick entry ID"
    }
  }
}

sage_list_tax_rates

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_tax_rate

Get a tax rate by ID.

Args:

id: Tax rate ID
format: Response format

Returns: The tax rate with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Tax rate ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_tax_rate

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.

{
  "type": "object",
  "required": [
    "name",
    "percentage"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Tax rate name"
    },
    "agency": {
      "type": "string",
      "description": "Tax agency name"
    },
    "forSales": {
      "type": "boolean",
      "description": "Available for sales"
    },
    "isVisible": {
      "type": "boolean",
      "description": "Whether rate is visible"
    },
    "percentage": {
      "type": "number",
      "description": "Tax percentage"
    },
    "forPurchases": {
      "type": "boolean",
      "description": "Available for purchases"
    }
  }
}

sage_update_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.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Tax rate ID"
    },
    "name": {
      "type": "string",
      "description": "Tax rate name"
    },
    "agency": {
      "type": "string",
      "description": "Tax agency name"
    },
    "isVisible": {
      "type": "boolean",
      "description": "Whether rate is visible"
    },
    "percentage": {
      "type": "number",
      "description": "Tax percentage"
    }
  }
}

sage_delete_tax_rate

Delete a tax rate.

Args:

id: Tax rate ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Tax rate ID"
    }
  }
}

sage_list_journals

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_journal

Get a journal by ID.

Args:

id: Journal ID
format: Response format

Returns: The journal with all details including journal lines.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Journal ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_journal

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.

{
  "type": "object",
  "required": [
    "date",
    "journalLines"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Journal date (YYYY-MM-DD)"
    },
    "reference": {
      "type": "string",
      "description": "Journal reference"
    },
    "description": {
      "type": "string",
      "description": "Journal description"
    },
    "journalLines": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Journal lines"
    }
  }
}

sage_delete_journal

Delete a journal.

Args:

id: Journal ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Journal ID"
    }
  }
}

sage_list_ledger_entries

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "toDate": {
      "type": "string",
      "description": "To date (YYYY-MM-DD)"
    },
    "fromDate": {
      "type": "string",
      "description": "From date (YYYY-MM-DD)"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    },
    "ledgerAccountId": {
      "type": "string",
      "description": "Filter by ledger account ID"
    }
  }
}

sage_list_contact_opening_balances

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "contactId": {
      "type": "string",
      "description": "Filter by contact ID"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_create_contact_opening_balance

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.

{
  "type": "object",
  "required": [
    "contactId",
    "transactionTypeId",
    "date"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Date (YYYY-MM-DD)"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "debitAmount": {
      "type": "number",
      "description": "Debit amount"
    },
    "creditAmount": {
      "type": "number",
      "description": "Credit amount"
    },
    "transactionTypeId": {
      "type": "string",
      "description": "Transaction type ID"
    }
  }
}

sage_get_business

Get the current business information.

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

{
  "type": "object",
  "properties": {}
}

sage_list_countries

List all available countries.

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

{
  "type": "object",
  "properties": {}
}

sage_list_bank_opening_balances

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    },
    "bankAccountId": {
      "type": "string",
      "description": "Filter by bank account ID"
    }
  }
}

sage_create_bank_opening_balance

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.

{
  "type": "object",
  "required": [
    "bankAccountId",
    "transactionTypeId",
    "date"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Date (YYYY-MM-DD)"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "debitAmount": {
      "type": "number",
      "description": "Debit amount"
    },
    "creditAmount": {
      "type": "number",
      "description": "Credit amount"
    },
    "bankAccountId": {
      "type": "string",
      "description": "Bank account ID"
    },
    "transactionTypeId": {
      "type": "string",
      "description": "Transaction type ID"
    }
  }
}

sage_list_ledger_account_opening_balances

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    },
    "ledgerAccountId": {
      "type": "string",
      "description": "Filter by ledger account ID"
    }
  }
}

sage_create_ledger_account_opening_balance

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.

{
  "type": "object",
  "required": [
    "ledgerAccountId",
    "date"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Date (YYYY-MM-DD)"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "debitAmount": {
      "type": "number",
      "description": "Debit amount"
    },
    "creditAmount": {
      "type": "number",
      "description": "Credit amount"
    },
    "ledgerAccountId": {
      "type": "string",
      "description": "Ledger account ID"
    }
  }
}

sage_list_bank_accounts

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_bank_account

Get a bank account by ID.

Args:

id: Bank account ID
format: Response format

Returns: The bank account with all details including balance.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Bank account ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_bank_account

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.

{
  "type": "object",
  "required": [
    "accountName",
    "bankAccountTypeId"
  ],
  "properties": {
    "bic": {
      "type": "string",
      "description": "BIC/SWIFT code"
    },
    "iban": {
      "type": "string",
      "description": "IBAN"
    },
    "sortCode": {
      "type": "string",
      "description": "Sort code / routing number"
    },
    "currencyId": {
      "type": "string",
      "description": "Currency ID"
    },
    "accountName": {
      "type": "string",
      "description": "Account name"
    },
    "nominalCode": {
      "type": "integer",
      "description": "Nominal code"
    },
    "accountNumber": {
      "type": "string",
      "description": "Account number"
    },
    "ledgerAccountId": {
      "type": "string",
      "description": "Ledger account ID"
    },
    "bankAccountTypeId": {
      "type": "string",
      "description": "Bank account type ID"
    },
    "defaultPaymentMethodId": {
      "type": "string",
      "description": "Default payment method ID"
    }
  }
}

sage_update_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.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Bank account ID"
    },
    "bic": {
      "type": "string",
      "description": "BIC/SWIFT code"
    },
    "iban": {
      "type": "string",
      "description": "IBAN"
    },
    "sortCode": {
      "type": "string",
      "description": "Sort code"
    },
    "accountName": {
      "type": "string",
      "description": "Account name"
    },
    "accountNumber": {
      "type": "string",
      "description": "Account number"
    }
  }
}

sage_delete_bank_account

Delete a bank account.

Args:

id: Bank account ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Bank account ID"
    }
  }
}

sage_list_bank_deposits

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    },
    "bankAccountId": {
      "type": "string",
      "description": "Filter by bank account ID"
    }
  }
}

sage_get_bank_deposit

Get a bank deposit by ID.

Args:

id: Bank deposit ID
format: Response format

Returns: The bank deposit with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Bank deposit ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_bank_deposit

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.

{
  "type": "object",
  "required": [
    "bankAccountId",
    "date"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Deposit date (YYYY-MM-DD)"
    },
    "reference": {
      "type": "string",
      "description": "Deposit reference"
    },
    "cashAmount": {
      "type": "number",
      "description": "Cash amount"
    },
    "chequeAmount": {
      "type": "number",
      "description": "Cheque amount"
    },
    "bankAccountId": {
      "type": "string",
      "description": "Bank account ID"
    }
  }
}

sage_delete_bank_deposit

Delete a bank deposit.

Args:

id: Bank deposit ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Bank deposit ID"
    }
  }
}

sage_list_bank_transfers

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_bank_transfer

Get a bank transfer by ID.

Args:

id: Bank transfer ID
format: Response format

Returns: The bank transfer with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Bank transfer ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_bank_transfer

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.

{
  "type": "object",
  "required": [
    "fromBankAccountId",
    "toBankAccountId",
    "date",
    "amount"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Transfer date (YYYY-MM-DD)"
    },
    "amount": {
      "type": "number",
      "description": "Transfer amount"
    },
    "reference": {
      "type": "string",
      "description": "Transfer reference"
    },
    "description": {
      "type": "string",
      "description": "Transfer description"
    },
    "toBankAccountId": {
      "type": "string",
      "description": "Destination bank account ID"
    },
    "fromBankAccountId": {
      "type": "string",
      "description": "Source bank account ID"
    }
  }
}

sage_delete_bank_transfer

Delete a bank transfer.

Args:

id: Bank transfer ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Bank transfer ID"
    }
  }
}

sage_list_contacts

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query to filter contacts"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_contact

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.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Contact ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_contact

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.

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Contact name (required)"
    },
    "email": {
      "type": "string",
      "description": "Email address"
    },
    "notes": {
      "type": "string",
      "description": "Additional notes"
    },
    "mobile": {
      "type": "string",
      "description": "Mobile phone number"
    },
    "website": {
      "type": "string",
      "description": "Website URL"
    },
    "reference": {
      "type": "string",
      "description": "Reference code"
    },
    "taxNumber": {
      "type": "string",
      "description": "Tax/VAT number"
    },
    "telephone": {
      "type": "string",
      "description": "Phone number"
    },
    "creditDays": {
      "type": "integer",
      "description": "Credit days"
    },
    "creditLimit": {
      "type": "number",
      "description": "Credit limit"
    },
    "contactTypeIds": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Contact type IDs"
    }
  }
}

sage_update_product

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.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Product ID"
    },
    "notes": {
      "type": "string",
      "description": "Additional notes"
    },
    "active": {
      "type": "boolean",
      "description": "Whether product is active"
    },
    "itemCode": {
      "type": "string",
      "description": "Product/SKU code"
    },
    "costPrice": {
      "type": "number",
      "description": "Cost price"
    },
    "description": {
      "type": "string",
      "description": "Product description"
    },
    "purchasePrice": {
      "type": "number",
      "description": "Purchase price"
    }
  }
}

sage_update_contact

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.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Contact ID to update"
    },
    "name": {
      "type": "string",
      "description": "Contact name"
    },
    "email": {
      "type": "string",
      "description": "Email address"
    },
    "notes": {
      "type": "string",
      "description": "Additional notes"
    },
    "mobile": {
      "type": "string",
      "description": "Mobile phone number"
    },
    "website": {
      "type": "string",
      "description": "Website URL"
    },
    "reference": {
      "type": "string",
      "description": "Reference code"
    },
    "taxNumber": {
      "type": "string",
      "description": "Tax/VAT number"
    },
    "telephone": {
      "type": "string",
      "description": "Phone number"
    },
    "creditDays": {
      "type": "integer",
      "description": "Credit days"
    },
    "creditLimit": {
      "type": "number",
      "description": "Credit limit"
    }
  }
}

sage_delete_contact

Delete a contact from Sage.

Args:

id: Contact ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Contact ID to delete"
    }
  }
}

sage_list_contact_types

List all available contact types (e.g., CUSTOMER, VENDOR).

Returns: List of contact types with id and name.

{
  "type": "object",
  "properties": {}
}

sage_list_contact_payments

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "contactId": {
      "type": "string",
      "description": "Filter by contact ID"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    },
    "bankAccountId": {
      "type": "string",
      "description": "Filter by bank account ID"
    },
    "transactionTypeId": {
      "type": "string",
      "description": "Filter by transaction type"
    }
  }
}

sage_get_contact_payment

Get a contact payment by ID.

Args:

id: Contact payment ID
format: Response format

Returns: The contact payment with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Contact payment ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_contact_payment

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.

{
  "type": "object",
  "required": [
    "transactionTypeId",
    "contactId",
    "bankAccountId",
    "date",
    "totalAmount"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Payment date (YYYY-MM-DD)"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "reference": {
      "type": "string",
      "description": "Payment reference"
    },
    "totalAmount": {
      "type": "number",
      "description": "Total payment amount"
    },
    "bankAccountId": {
      "type": "string",
      "description": "Bank account ID"
    },
    "paymentMethodId": {
      "type": "string",
      "description": "Payment method ID"
    },
    "transactionTypeId": {
      "type": "string",
      "description": "Transaction type ID"
    },
    "allocatedArtefacts": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Allocated invoices/credit notes"
    }
  }
}

sage_delete_contact_payment

Delete a contact payment.

Args:

id: Contact payment ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Contact payment ID"
    }
  }
}

sage_list_other_payments

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    },
    "bankAccountId": {
      "type": "string",
      "description": "Filter by bank account ID"
    },
    "transactionTypeId": {
      "type": "string",
      "description": "Filter by transaction type"
    }
  }
}

sage_get_other_payment

Get an other payment by ID.

Args:

id: Other payment ID
format: Response format

Returns: The other payment with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Other payment ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_delete_product

Delete a product.

Args:

id: Product ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Product ID"
    }
  }
}

sage_create_other_payment

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.

{
  "type": "object",
  "required": [
    "transactionTypeId",
    "bankAccountId",
    "date",
    "paymentLines"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Payment date (YYYY-MM-DD)"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "reference": {
      "type": "string",
      "description": "Payment reference"
    },
    "paymentLines": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Payment line items"
    },
    "bankAccountId": {
      "type": "string",
      "description": "Bank account ID"
    },
    "paymentMethodId": {
      "type": "string",
      "description": "Payment method ID"
    },
    "transactionTypeId": {
      "type": "string",
      "description": "Transaction type ID"
    }
  }
}

sage_delete_other_payment

Delete an other payment.

Args:

id: Other payment ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Other payment ID"
    }
  }
}

sage_list_contact_allocations

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "contactId": {
      "type": "string",
      "description": "Filter by contact ID"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    },
    "transactionTypeId": {
      "type": "string",
      "description": "Filter by transaction type"
    }
  }
}

sage_get_contact_allocation

Get a contact allocation by ID.

Args:

id: Contact allocation ID
format: Response format

Returns: The contact allocation with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Contact allocation ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_list_transaction_types

List all available transaction types.

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

{
  "type": "object",
  "properties": {}
}

sage_create_contact_allocation

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.

{
  "type": "object",
  "required": [
    "contactId",
    "transactionTypeId",
    "date",
    "allocatedArtefacts"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Allocation date (YYYY-MM-DD)"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "reference": {
      "type": "string",
      "description": "Allocation reference"
    },
    "transactionTypeId": {
      "type": "string",
      "description": "Transaction type ID"
    },
    "allocatedArtefacts": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Items to allocate"
    }
  }
}

sage_delete_contact_allocation

Delete a contact allocation.

Args:

id: Contact allocation ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Contact allocation ID"
    }
  }
}

sage_list_products

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_product

Get a product by ID.

Args:

id: Product ID
format: Response format

Returns: The product with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Product ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_product

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.

{
  "type": "object",
  "required": [
    "description"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "description": "Additional notes"
    },
    "active": {
      "type": "boolean",
      "description": "Whether product is active"
    },
    "itemCode": {
      "type": "string",
      "description": "Product/SKU code"
    },
    "costPrice": {
      "type": "number",
      "description": "Cost price"
    },
    "description": {
      "type": "string",
      "description": "Product description"
    },
    "purchasePrice": {
      "type": "number",
      "description": "Purchase price"
    },
    "salesTaxRateId": {
      "type": "string",
      "description": "Sales tax rate ID"
    },
    "purchaseTaxRateId": {
      "type": "string",
      "description": "Purchase tax rate ID"
    },
    "salesLedgerAccountId": {
      "type": "string",
      "description": "Sales ledger account ID"
    },
    "purchaseLedgerAccountId": {
      "type": "string",
      "description": "Purchase ledger account ID"
    }
  }
}

sage_list_services

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_service

Get a service by ID.

Args:

id: Service ID
format: Response format

Returns: The service with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Service ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_service

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.

{
  "type": "object",
  "required": [
    "description"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "description": "Additional notes"
    },
    "active": {
      "type": "boolean",
      "description": "Whether service is active"
    },
    "itemCode": {
      "type": "string",
      "description": "Service code"
    },
    "costPrice": {
      "type": "number",
      "description": "Cost price"
    },
    "description": {
      "type": "string",
      "description": "Service description"
    },
    "purchasePrice": {
      "type": "number",
      "description": "Purchase price"
    },
    "salesTaxRateId": {
      "type": "string",
      "description": "Sales tax rate ID"
    },
    "purchaseTaxRateId": {
      "type": "string",
      "description": "Purchase tax rate ID"
    },
    "salesLedgerAccountId": {
      "type": "string",
      "description": "Sales ledger account ID"
    },
    "purchaseLedgerAccountId": {
      "type": "string",
      "description": "Purchase ledger account ID"
    }
  }
}

sage_update_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.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Service ID"
    },
    "notes": {
      "type": "string",
      "description": "Additional notes"
    },
    "active": {
      "type": "boolean",
      "description": "Whether service is active"
    },
    "itemCode": {
      "type": "string",
      "description": "Service code"
    },
    "costPrice": {
      "type": "number",
      "description": "Cost price"
    },
    "description": {
      "type": "string",
      "description": "Service description"
    },
    "purchasePrice": {
      "type": "number",
      "description": "Purchase price"
    }
  }
}

sage_delete_service

Delete a service.

Args:

id: Service ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Service ID"
    }
  }
}

sage_list_stock_items

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_stock_item

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.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Stock item ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_purchase_invoice

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.

{
  "type": "object",
  "required": [
    "contactId",
    "date",
    "invoiceLines"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Invoice date (YYYY-MM-DD)"
    },
    "notes": {
      "type": "string",
      "description": "Invoice notes"
    },
    "dueDate": {
      "type": "string",
      "description": "Due date (YYYY-MM-DD)"
    },
    "contactId": {
      "type": "string",
      "description": "Vendor contact ID"
    },
    "reference": {
      "type": "string",
      "description": "Your reference"
    },
    "currencyId": {
      "type": "string",
      "description": "Currency ID"
    },
    "exchangeRate": {
      "type": "number",
      "description": "Exchange rate"
    },
    "invoiceLines": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Invoice line items"
    },
    "vendorReference": {
      "type": "string",
      "description": "Vendor invoice reference"
    }
  }
}

sage_delete_purchase_invoice

Delete a purchase invoice.

Args:

id: Purchase invoice ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Purchase invoice ID"
    }
  }
}

sage_create_stock_item

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.

{
  "type": "object",
  "required": [
    "description"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "description": "Additional notes"
    },
    "active": {
      "type": "boolean",
      "description": "Whether item is active"
    },
    "weight": {
      "type": "number",
      "description": "Item weight"
    },
    "barcode": {
      "type": "string",
      "description": "Barcode"
    },
    "itemCode": {
      "type": "string",
      "description": "Item/SKU code"
    },
    "location": {
      "type": "string",
      "description": "Stock location"
    },
    "costPrice": {
      "type": "number",
      "description": "Cost price"
    },
    "description": {
      "type": "string",
      "description": "Stock item description"
    },
    "reorderLevel": {
      "type": "number",
      "description": "Reorder level"
    },
    "purchasePrice": {
      "type": "number",
      "description": "Purchase price"
    },
    "salesTaxRateId": {
      "type": "string",
      "description": "Sales tax rate ID"
    },
    "reorderQuantity": {
      "type": "number",
      "description": "Reorder quantity"
    },
    "purchaseTaxRateId": {
      "type": "string",
      "description": "Purchase tax rate ID"
    },
    "salesLedgerAccountId": {
      "type": "string",
      "description": "Sales ledger account ID"
    },
    "purchaseLedgerAccountId": {
      "type": "string",
      "description": "Purchase ledger account ID"
    }
  }
}

sage_update_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.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Stock item ID"
    },
    "active": {
      "type": "boolean",
      "description": "Whether item is active"
    },
    "barcode": {
      "type": "string",
      "description": "Barcode"
    },
    "itemCode": {
      "type": "string",
      "description": "Item/SKU code"
    },
    "location": {
      "type": "string",
      "description": "Stock location"
    },
    "costPrice": {
      "type": "number",
      "description": "Cost price"
    },
    "description": {
      "type": "string",
      "description": "Stock item description"
    },
    "reorderLevel": {
      "type": "number",
      "description": "Reorder level"
    },
    "purchasePrice": {
      "type": "number",
      "description": "Purchase price"
    },
    "reorderQuantity": {
      "type": "number",
      "description": "Reorder quantity"
    }
  }
}

sage_delete_stock_item

Delete a stock item.

Args:

id: Stock item ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Stock item ID"
    }
  }
}

sage_list_stock_movements

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "stockItemId": {
      "type": "string",
      "description": "Filter by stock item ID"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_stock_movement

Get a stock movement by ID.

Args:

id: Stock movement ID
format: Response format

Returns: The stock movement with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Stock movement ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_stock_movement

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.

{
  "type": "object",
  "required": [
    "stockItemId",
    "date",
    "quantity",
    "movementTypeId"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Movement date (YYYY-MM-DD)"
    },
    "details": {
      "type": "string",
      "description": "Additional details"
    },
    "quantity": {
      "type": "number",
      "description": "Quantity adjustment"
    },
    "costPrice": {
      "type": "number",
      "description": "Cost price per unit"
    },
    "reference": {
      "type": "string",
      "description": "Movement reference"
    },
    "stockItemId": {
      "type": "string",
      "description": "Stock item ID"
    },
    "movementTypeId": {
      "type": "string",
      "description": "Movement type ID"
    }
  }
}

sage_list_purchase_invoices

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "status": {
      "type": "string",
      "description": "Filter by status"
    },
    "contactId": {
      "type": "string",
      "description": "Filter by vendor contact ID"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_purchase_invoice

Get a purchase invoice by ID.

Args:

id: Purchase invoice ID
format: Response format

Returns: The purchase invoice with all details including line items.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Purchase invoice ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_list_purchase_credit_notes

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "status": {
      "type": "string",
      "description": "Filter by status"
    },
    "contactId": {
      "type": "string",
      "description": "Filter by vendor contact ID"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_purchase_credit_note

Get a purchase credit note by ID.

Args:

id: Purchase credit note ID
format: Response format

Returns: The purchase credit note with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Purchase credit note ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_purchase_credit_note

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.

{
  "type": "object",
  "required": [
    "contactId",
    "date",
    "creditNoteLines"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Credit note date (YYYY-MM-DD)"
    },
    "notes": {
      "type": "string",
      "description": "Credit note notes"
    },
    "contactId": {
      "type": "string",
      "description": "Vendor contact ID"
    },
    "reference": {
      "type": "string",
      "description": "Your reference"
    },
    "creditNoteLines": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Credit note line items"
    },
    "vendorReference": {
      "type": "string",
      "description": "Vendor credit note reference"
    },
    "originalInvoiceId": {
      "type": "string",
      "description": "Original purchase invoice ID"
    }
  }
}

sage_delete_purchase_credit_note

Delete a purchase credit note.

Args:

id: Purchase credit note ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Purchase credit note ID"
    }
  }
}

sage_list_purchase_quick_entries

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "contactId": {
      "type": "string",
      "description": "Filter by vendor contact ID"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_purchase_quick_entry

Get a purchase quick entry by ID.

Args:

id: Purchase quick entry ID
format: Response format

Returns: The purchase quick entry with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Purchase quick entry ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_purchase_quick_entry

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.

{
  "type": "object",
  "required": [
    "contactId",
    "date",
    "quickEntryTypeId",
    "ledgerAccountId",
    "netAmount"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Entry date (YYYY-MM-DD)"
    },
    "details": {
      "type": "string",
      "description": "Additional details"
    },
    "dueDate": {
      "type": "string",
      "description": "Due date (YYYY-MM-DD)"
    },
    "contactId": {
      "type": "string",
      "description": "Vendor contact ID"
    },
    "netAmount": {
      "type": "number",
      "description": "Net amount"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "taxRateId": {
      "type": "string",
      "description": "Tax rate ID"
    },
    "ledgerAccountId": {
      "type": "string",
      "description": "Ledger account ID"
    },
    "quickEntryTypeId": {
      "type": "string",
      "description": "Quick entry type ID"
    }
  }
}

sage_delete_purchase_quick_entry

Delete a purchase quick entry.

Args:

id: Purchase quick entry ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Purchase quick entry ID"
    }
  }
}

sage_list_sales_invoices

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "status": {
      "type": "string",
      "description": "Filter by status"
    },
    "contactId": {
      "type": "string",
      "description": "Filter by contact ID"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_sales_invoice

Get a sales invoice by ID.

Args:

id: Sales invoice ID
format: Response format

Returns: The sales invoice with all details including line items.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Sales invoice ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_sales_invoice

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.

{
  "type": "object",
  "required": [
    "contactId",
    "date",
    "invoiceLines"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Invoice date (YYYY-MM-DD)"
    },
    "notes": {
      "type": "string",
      "description": "Invoice notes"
    },
    "dueDate": {
      "type": "string",
      "description": "Due date (YYYY-MM-DD)"
    },
    "contactId": {
      "type": "string",
      "description": "Customer contact ID"
    },
    "reference": {
      "type": "string",
      "description": "Invoice reference"
    },
    "currencyId": {
      "type": "string",
      "description": "Currency ID"
    },
    "exchangeRate": {
      "type": "number",
      "description": "Exchange rate"
    },
    "invoiceLines": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Invoice line items"
    },
    "termsAndConditions": {
      "type": "string",
      "description": "Terms and conditions"
    }
  }
}

sage_delete_sales_invoice

Delete a sales invoice.

Args:

id: Sales invoice ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Sales invoice ID"
    }
  }
}

sage_list_sales_quotes

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "status": {
      "type": "string",
      "description": "Filter by status"
    },
    "contactId": {
      "type": "string",
      "description": "Filter by contact ID"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_sales_quote

Get a sales quote by ID.

Args:

id: Sales quote ID
format: Response format

Returns: The sales quote with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Sales quote ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_sales_quote

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.

{
  "type": "object",
  "required": [
    "contactId",
    "date",
    "quoteLines"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Quote date (YYYY-MM-DD)"
    },
    "notes": {
      "type": "string",
      "description": "Quote notes"
    },
    "contactId": {
      "type": "string",
      "description": "Customer contact ID"
    },
    "reference": {
      "type": "string",
      "description": "Quote reference"
    },
    "expiryDate": {
      "type": "string",
      "description": "Expiry date (YYYY-MM-DD)"
    },
    "quoteLines": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Quote line items"
    },
    "termsAndConditions": {
      "type": "string",
      "description": "Terms and conditions"
    }
  }
}

sage_delete_sales_quote

Delete a sales quote.

Args:

id: Sales quote ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Sales quote ID"
    }
  }
}

sage_list_sales_estimates

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "status": {
      "type": "string",
      "description": "Filter by status"
    },
    "contactId": {
      "type": "string",
      "description": "Filter by contact ID"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_sales_estimate

Get a sales estimate by ID.

Args:

id: Sales estimate ID
format: Response format

Returns: The sales estimate with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Sales estimate ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_sales_estimate

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.

{
  "type": "object",
  "required": [
    "contactId",
    "date",
    "estimateLines"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Estimate date (YYYY-MM-DD)"
    },
    "notes": {
      "type": "string",
      "description": "Estimate notes"
    },
    "contactId": {
      "type": "string",
      "description": "Customer contact ID"
    },
    "reference": {
      "type": "string",
      "description": "Estimate reference"
    },
    "expiryDate": {
      "type": "string",
      "description": "Expiry date (YYYY-MM-DD)"
    },
    "estimateLines": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Estimate line items"
    },
    "termsAndConditions": {
      "type": "string",
      "description": "Terms and conditions"
    }
  }
}

sage_delete_sales_estimate

Delete a sales estimate.

Args:

id: Sales estimate ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Sales estimate ID"
    }
  }
}

sage_list_sales_credit_notes

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "status": {
      "type": "string",
      "description": "Filter by status"
    },
    "contactId": {
      "type": "string",
      "description": "Filter by contact ID"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_sales_credit_note

Get a sales credit note by ID.

Args:

id: Sales credit note ID
format: Response format

Returns: The sales credit note with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Sales credit note ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_sales_credit_note

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.

{
  "type": "object",
  "required": [
    "contactId",
    "date",
    "creditNoteLines"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Credit note date (YYYY-MM-DD)"
    },
    "notes": {
      "type": "string",
      "description": "Credit note notes"
    },
    "contactId": {
      "type": "string",
      "description": "Customer contact ID"
    },
    "reference": {
      "type": "string",
      "description": "Credit note reference"
    },
    "creditNoteLines": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Credit note line items"
    },
    "originalInvoiceId": {
      "type": "string",
      "description": "Original invoice ID"
    }
  }
}

sage_delete_sales_credit_note

Delete a sales credit note.

Args:

id: Sales credit note ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Sales credit note ID"
    }
  }
}

sage_list_sales_quick_entries

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "search": {
      "type": "string",
      "description": "Search query"
    },
    "contactId": {
      "type": "string",
      "description": "Filter by contact ID"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    }
  }
}

sage_get_sales_quick_entry

Get a sales quick entry by ID.

Args:

id: Sales quick entry ID
format: Response format

Returns: The sales quick entry with all details.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Sales quick entry ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_sales_quick_entry

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.

{
  "type": "object",
  "required": [
    "contactId",
    "date",
    "quickEntryTypeId",
    "ledgerAccountId",
    "netAmount"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "Entry date (YYYY-MM-DD)"
    },
    "details": {
      "type": "string",
      "description": "Additional details"
    },
    "dueDate": {
      "type": "string",
      "description": "Due date (YYYY-MM-DD)"
    },
    "contactId": {
      "type": "string",
      "description": "Customer contact ID"
    },
    "netAmount": {
      "type": "number",
      "description": "Net amount"
    },
    "reference": {
      "type": "string",
      "description": "Reference"
    },
    "taxRateId": {
      "type": "string",
      "description": "Tax rate ID"
    },
    "ledgerAccountId": {
      "type": "string",
      "description": "Ledger account ID"
    },
    "quickEntryTypeId": {
      "type": "string",
      "description": "Quick entry type ID"
    }
  }
}

sage_list_attachments

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.

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Page number"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "itemsPerPage": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Items per page"
    },
    "attachmentContextId": {
      "type": "string",
      "description": "Filter by context ID"
    },
    "attachmentContextTypeId": {
      "type": "string",
      "description": "Filter by context type"
    }
  }
}

sage_get_attachment

Get an attachment by ID.

Args:

id: Attachment ID
format: Response format

Returns: The attachment metadata.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Attachment ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

sage_create_attachment

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.

{
  "type": "object",
  "required": [
    "attachmentContextId",
    "attachmentContextTypeId",
    "file",
    "fileName",
    "mimeType"
  ],
  "properties": {
    "file": {
      "type": "string",
      "description": "Base64 encoded file content"
    },
    "fileName": {
      "type": "string",
      "description": "File name"
    },
    "mimeType": {
      "type": "string",
      "description": "MIME type"
    },
    "description": {
      "type": "string",
      "description": "File description"
    },
    "attachmentContextId": {
      "type": "string",
      "description": "Context ID (e.g., invoice ID)"
    },
    "attachmentContextTypeId": {
      "type": "string",
      "description": "Context type ID"
    }
  }
}

sage_delete_attachment

Delete an attachment.

Args:

id: Attachment ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Attachment ID"
    }
  }
}

sage_list_attachment_context_types

List all available attachment context types.

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

{
  "type": "object",
  "properties": {}
}