facturillo

Get a receipt's attached documents: the official DGI factura PDF for scanned receipts (kind 'dgi_pdf'), the receipt photo/PDF (kind 'primary'), and extra Pro attachments (kind 'extra'). Returns temporary download links (15 minutes — call again for fresh ones). Pass include_content:true to ALSO receive the files inline as image/document content blocks so you can read the actual document (files over ~3.5 MB keep only their link, flagged contentSkipped). receipts_search with has_attachment:true and response_format:'detailed' finds the receipts that have documents (its rows carry hasAttachment). Scanned (non-manual) receipts usually have the DGI PDF even when hasAttachment is false. Pass the same `context` you searched in.

receipt_attachments

Search the account's receipts (facturas). Filters: date range (ISO dates, Panama local timeline), vendor query, free text (text_query matches vendor, title, AND purchased line descriptions), vendor_category (receipt-level expense category, partial match — discover values via spending_summary group_by:'category'), product_category (matches receipts containing a product line of that category), total range, has_attachment (true = only receipts with attached documents). Every row carries hasAttachment — to show a receipt's document, search with has_attachment:true + response_format:'detailed', then pass the id to receipt_attachments. Paginated (default 20, max 50) — pass nextCursor to continue. response_format 'concise' (default, token-lean) or 'detailed' (includes ids for receipts_get chaining). NOTE: linesCount counts the lines as PRINTED on the receipt; receipts_get returns consolidated PRODUCT items (repeated lines of the same product merged), so its items array can be shorter — not missing data. Pass `context` to query a linked account (see list_contexts); in shared contexts rows carry addedBy — WHICH MEMBER added each receipt, for the members of the context's own account; a row owned by one of its stores omits addedBy. Rows also carry hasDgiPdf (official DGI factura PDF available via receipt_attachments).

receipts_search

Search the business's own SALES (ingresos, facturas EMITIDAS): the electronic invoices it issued to its clients, plus manually entered income. These are NOT purchases, use receipts_search for those. Filters: q (free text over title, client name, note, CUFE and the SOLD product descriptions), date range (from inclusive, to EXCLUSIVE, ISO dates on the Panama timeline), category (an income category key OR a group key, which expands to the whole group; discover values via income_summary group_by:'category'), client (finds this business's own issued invoices by the client name recorded on them. It searches existing records only.), doc_type (the DGI Tipo de Documento code), total range. Paginated (default 20, max 50), pass nextCursor to continue. TOTALS ARE SIGNED: a nota de crédito (doc_type 04 or 06) carries a NEGATIVE total and tax, so summing rows gives the NET. taxPending true means the source carried no ITBMS column, so tax 0 is not a claim of zero tax. Requires the business's MAIN account context, not a sucursal, and owner or superadmin access to it (see list_contexts).

income_search

Search PURCHASED PRODUCTS (line items) across the account's receipts — "when did I buy X, what did it cost". Filters: product text query, vendor, date range. Product descriptions are mostly in SPANISH (Panamanian receipts) — search Spanish terms too (milk→leche, bread→pan, rice→arroz). Rows carry the product, price, vendor, date, and receiptId (chains to receipts_get / receipt_attachments). Paginated (default 20, max 50) — pass nextCursor to continue. Pass `context` for a linked account (see list_contexts).

products_search

What the business SELLS: its own products aggregated across the invoices it issued, with how many lines sold each one (count), how many documents they appear on, the quantity, the net income and the most recent unit price. Filters: q (product description), category (a product-taxonomy fine key), date range (from inclusive, to EXCLUSIVE). Products are keyed by the business's own product identity when the line carries one and by the normalized description otherwise, so a product sold before that identity existed still appears (its productKey is then null). total is SIGNED (credit notes reduce it), quantity sums the PRINTED quantities, and lastPrice is always positive. Paginated (default 20, max 50), pass nextCursor. Requires the business's MAIN account context, not a sucursal, and owner or superadmin access to it (see list_contexts).

income_products_search

Search the user's receipts (facturas) by free-text query over vendor, title, and purchased items. Returns up to 20 results (id/title). For date/total filters, pagination, or linked-account contexts use receipts_search.

search

Lists the receipt contexts this account can query: 'personal' (default), 'business' (when the user has an active business profile — receipts tagged proBusiness), and any linked family/business accounts (query their receipts by passing their id as `context` to the data tools).

list_contexts

Get one receipt (factura) by id — header, totals, payment methods, attachment availability, and line items. `items` are CONSOLIDATED products: repeated printed lines of the same product are merged into one item (quantities and totals summed), so items.length can be less than the receipt's printed linesCount from receipts_search — the totals still reconcile. Get ids from receipts_search with response_format 'detailed'. Pass the same `context` you searched in; in shared contexts the receipt carries addedBy (which member added it, for the members of the context's own account — a receipt owned by one of its stores omits addedBy), and attachments.hasDgiPdf says whether the official DGI factura PDF is available via receipt_attachments.

receipts_get

Get ONE income document (a factura the business ISSUED, or a manual income) by id, with the product lines it sold. Get ids from income_search. Line tax and total are SIGNED (negative on a nota de crédito) while unitPrice is always positive. items is empty on a header-only factura (linesCount 0) and on documents whose lines were never harvested from the DGI. categorySource says who decided the category: manual (the user picked), rule, ai (an accepted suggestion) or default (the business default). Requires the business's MAIN account context, not a sucursal, and owner or superadmin access to it (see list_contexts).

income_get

Fetch one receipt (factura) document by id from `search`. Returns the full receipt (header + line items) as the document text; items are consolidated products (repeated printed lines of the same product merged, quantities summed). For item toggles or linked-account contexts use receipts_get.

fetch