inSitu Sales

MUTATION createOrUpdateCustomer(id: Float, version: Int, address: String, branch_code: String, locked: String, branch_name: String, company_name: String, cash_discount: Float, cellphone: String, city: String, code: String, company_id: Int, contact1: String, contact1email: String, contact1phone: String, contact2: String, contact2email: String, contact2phone: String, country: String, credit_limit: Float, balance: Float, customer_type: String, foreign_name: String, ein: String, disabled: Int, downloaded_dw: String, email: String, fax: String, latitude: String, longitude: String, is_collectable: Int, is_lead: Int, mobile_user_id: Float, mobile_user_login: String, name: String, nit: String, payform_code: String, payform_name: String, payterm_code: String, payterm_name: String, pending: Int, phone1: String, phone2: String, remark: String, ship_address: String, ship_address_city: String, ship_address_country: String, ship_address_state: String, state: String, trade_discount: Float, zone_code: String, zone_name: String, f1: String, f2: String, f3: String, f4: String, f5: String, f6: String, f7: String, f8: String, f9: String, f10: String, f11: String, f12: String, f13: String, f14: String, f15: String, f16: String, f17: String, f18: String, f19: String, f20: String, f21: String, f22: String, f23: String, f24: String, f25: String, f26: String, f27: String, f28: String, f29: String, f30: String, f31: String, f32: String, f33: String, f34: String, f35: String, f36: String, f37: String, f38: String, f39: String, f40: String, f41: String, f42: String, f43: String, f44: String, f45: String, f46: String, f47: String, f48: String, f49: String, f50: String, cnf_tax_id: Float, zipcode: String, trn_class_name: String, trn_class_code: String, sales_tax_id: String, last_updated_time: Date, date_created: Date, address2: String, address3: String, address4: String, tax_code_id: Float, plain_name: String, contact1last: String, contact2last: String, ship_address2: String, ship_address3: String, ship_address4: String, integration_status: String, ship_address_zipcode: String, channel_code: String, channel_name: String, group_code: String, group_name: String, region_code: String, region_name: String, boureau: String, city_code: String, state_code: String, country_code: String, county: String, certificate_of_resale: String, stage: String, require_order_approval: Int, order_approval_limit: Float, ship_address_zone: String, sector: String, neighborhood: String, delivery_day: String, delivery_time: String, visit_day: String, visit_week: String, subchannel_code: String, subchannel_name: String, url_photo1: String, url_photo2: String, url_photo3: String, industry_type_name: String, ship_address_zone_name: String, beer_permit: String, liquor_permit: String, ship_address_neighborhood: String, tobacco_permit: String, tobacco_permit_exp: Date, seller_permit: String, lead_status: String, conversion_date: Date, state_id: Int, city_id: Int, country_id: Int, default_shipping_method_code: String, default_shipping_method_name: String, external_number: String, external_number2: String, credit_hold: Int, force_show_price: Int, shipping_fee_product_name: String, contact_suffix: String, default_driver_id: Int, EDI_enabled: Int, appointments: [appointmentsInput], shipping_address: [shipping_addressInput], tax: cnf_taxesInput, tax_code: cnf_tax_codeInput, price_list: [clients_product_prices_listInput], initial_balance: client_balanceInput, mobile_users: [clients_mobile_usersInput], file: Upload, files: [Upload], badgeFile: Upload, web_profile_id: Int, where: customerInput, customer: customerInput) -> customer. Create a new customer or update an existing customer in the authenticated company. Use this tool when the user asks to create, add, register, edit, or update a customer. For an update, provide the existing customer id. Provide branch_code and branch_name when creating a customer. Provide arguments at the top level. Use _selection to control returned fields. Dates and times in this MCP are UTC. For user-local periods such as today, convert the user's local start and end times to UTC before sending arguments. Always convert returned date/time values from UTC back to the user's local time before showing them.

MUTATION createOrUpdateEstimate(estimate: estimateInput!) -> estimate. Create a new estimate or update an existing estimate in the authenticated company. Use this tool when the user asks to create, submit, place, or update an estimate. For an update, provide the existing estimate_number or external_number so the workflow can match the estimate. Provide the complete estimate header and a non-empty estimateDetailList. Use the catalog and pricing tools first when product or price data is needed. Provide arguments at the top level. Use _selection to control returned fields. Dates and times in this MCP are UTC. For user-local periods such as today, convert the user's local start and end times to UTC before sending arguments. Always convert returned date/time values from UTC back to the user's local time before showing them.

MUTATION createOrUpdateInvoice(invoice: invoiceInput!) -> invoice. Create a new invoice or update an existing invoice in the authenticated company. Use this tool when the user asks to create, submit, place, or update an invoice. For an update, provide the existing invoice_number or external_number so the workflow can match the invoice. Provide the complete invoice header and a non-empty invoiceDetailList. Use the catalog and pricing tools first when product or price data is needed. Put item-level descriptions, notes, or instructions in invoiceDetailList[i].invoice_detail_remark on the matching item; keep product_name as the catalog product name. Put invoice-wide notes or descriptions in invoice.remark at the header level. Provide arguments at the top level. Use _selection to control returned fields. Dates and times in this MCP are UTC. For user-local periods such as today, convert the user's local start and end times to UTC before sending arguments. Always convert returned date/time values from UTC back to the user's local time before showing them. Resolve the shipping address silently. Never ask the user for it, and never ask the user to confirm, re-confirm, approve, verify, correct, or choose between addresses. Do not echo the address back and wait for a reply, do not present address options, and do not pause placement over the destination. Resolve it in this order and use the first complete result: (1) a full address the user already gave in the current request; (2) the customer shipping address on file, obtained by querying the customer with getOneCustomer or getAllCustomer for the primary shipping fields (ship_address, ship_address2, ship_address3, ship_address4, ship_address_city, ship_address_state, ship_address_zipcode, ship_address_country) plus shipping_address { id shipment_address_name enabled disabled is_default ship_address ship_address_line2 ship_address_line3 ship_address_line4 ship_city ship_state ship_zipcode ship_country }, preferring an enabled is_default entry, then any other complete enabled entry, then the primary shipping fields; (3) the customer mailing address (address, address2, address3, city, state, zipcode, country). Taking the destination from the customer record is the expected behavior and needs no approval. Copy the result into client_ship_address, ship_address_city, ship_address_state, zipcode, and ship_address_country; use client_ship_address2 through client_ship_address4 for additional lines. Do not invent, geocode, or submit a city-only or otherwise incomplete destination. The only case in which you may ask the user about the destination is when every source above is incomplete; otherwise place the transaction and just state which address was used in your summary afterward. For an update, keep the existing complete shipping address unless the user asks to change it; if it is incomplete, resolve it the same way without asking. invoice_balance is MCP-managed and never user-writable. For a new invoice it is automatically set to invoice_netvalue. For an update identified by an existing invoice id, invoice_balance is omitted so the persisted payment-adjusted balance is preserved. Do not ask the user for a balance or attempt to supply or change invoice_balance.

MUTATION createOrUpdateOrder(order: orderInput!) -> order. Create a new sales order or update an existing sales order in the authenticated company. Use this tool when the user asks to create, submit, place, or update an order. For an update, provide the existing order_number or external_number so the workflow can match the order. Provide the complete order header and a non-empty orderDetailList. Use the catalog and pricing tools first when product or price data is needed. Provide arguments at the top level. Use _selection to control returned fields. Dates and times in this MCP are UTC. For user-local periods such as today, convert the user's local start and end times to UTC before sending arguments. Always convert returned date/time values from UTC back to the user's local time before showing them. Resolve the shipping address silently. Never ask the user for it, and never ask the user to confirm, re-confirm, approve, verify, correct, or choose between addresses. Do not echo the address back and wait for a reply, do not present address options, and do not pause placement over the destination. Resolve it in this order and use the first complete result: (1) a full address the user already gave in the current request; (2) the customer shipping address on file, obtained by querying the customer with getOneCustomer or getAllCustomer for the primary shipping fields (ship_address, ship_address2, ship_address3, ship_address4, ship_address_city, ship_address_state, ship_address_zipcode, ship_address_country) plus shipping_address { id shipment_address_name enabled disabled is_default ship_address ship_address_line2 ship_address_line3 ship_address_line4 ship_city ship_state ship_zipcode ship_country }, preferring an enabled is_default entry, then any other complete enabled entry, then the primary shipping fields; (3) the customer mailing address (address, address2, address3, city, state, zipcode, country). Taking the destination from the customer record is the expected behavior and needs no approval. Copy the result into client_ship_address, ship_address_city, ship_address_state, zipcode, and ship_address_country; use client_ship_address2 through client_ship_address4 for additional lines. Do not invent, geocode, or submit a city-only or otherwise incomplete destination. The only case in which you may ask the user about the destination is when every source above is incomplete; otherwise place the transaction and just state which address was used in your summary afterward. For an update, keep the existing complete shipping address unless the user asks to change it; if it is incomplete, resolve it the same way without asking.

QUERY generateCustomerStatementPDF(client_id: Float!, fromDate: String, toDate: String) -> CustomerStatementPDF. Generate the existing customer statement PDF for a customer in the authenticated company. The PDF is returned as base64. fromDate and toDate use YYYY-MM-DD; when omitted, they default to the first day of the current month and today. Provide arguments at the top level. Use _selection to control returned fields. Dates and times in this MCP are UTC. For user-local periods such as today, convert the user's local start and end times to UTC before sending arguments. Always convert returned date/time values from UTC back to the user's local time before showing them.

QUERY getAllCompany(searchParam: String, order: String, all: String, show_disabled: String, last_updated_time: String, includeAll: String, include: String, id: Float, product_id: Float, entity_id: Float, set_coordinates: Float, is_not_in_stop: String, fromDate: String, toDate: String, fromShippingDate: String, toShippingDate: String, show_variants: String, type_note: String, show_hidden: String, code_or_name: String, fromStartDate: String, toEndDate: String, where: companyInput) -> [company]. Provide arguments at the top level. Use _selection to control returned fields. Dates and times in this MCP are UTC. For user-local periods such as today, convert the user's local start and end times to UTC before sending arguments. Always convert returned date/time values from UTC back to the user's local time before showing them.

QUERY getAllCustomer(searchParam: String, order: String, all: String, show_disabled: String, last_updated_time: String, includeAll: String, include: String, id: Float, product_id: Float, entity_id: Float, set_coordinates: Float, is_not_in_stop: String, fromDate: String, toDate: String, fromShippingDate: String, toShippingDate: String, show_variants: String, type_note: String, show_hidden: String, code_or_name: String, fromStartDate: String, toEndDate: String, where: customerInput) -> [customer]. Provide arguments at the top level. Use _selection to control returned fields. Dates and times in this MCP are UTC. For user-local periods such as today, convert the user's local start and end times to UTC before sending arguments. Always convert returned date/time values from UTC back to the user's local time before showing them.

QUERY getAllEstimate(searchParam: String, order: String, all: String, show_disabled: String, last_updated_time: String, includeAll: String, include: String, id: Float, product_id: Float, entity_id: Float, set_coordinates: Float, is_not_in_stop: String, fromDate: String, toDate: String, fromShippingDate: String, toShippingDate: String, show_variants: String, type_note: String, show_hidden: String, code_or_name: String, fromStartDate: String, toEndDate: String, where: estimateInput) -> [estimate]. Provide arguments at the top level. Use _selection to control returned fields. Dates and times in this MCP are UTC. For user-local periods such as today, convert the user's local start and end times to UTC before sending arguments. Always convert returned date/time values from UTC back to the user's local time before showing them.

QUERY getAllInvoice(searchParam: String, order: String, all: String, show_disabled: String, last_updated_time: String, includeAll: String, include: String, id: Float, product_id: Float, entity_id: Float, set_coordinates: Float, is_not_in_stop: String, fromDate: String, toDate: String, fromShippingDate: String, toShippingDate: String, show_variants: String, type_note: String, show_hidden: String, code_or_name: String, fromStartDate: String, toEndDate: String, where: invoiceInput) -> [invoice]. Provide arguments at the top level. Use _selection to control returned fields. Dates and times in this MCP are UTC. For user-local periods such as today, convert the user's local start and end times to UTC before sending arguments. Always convert returned date/time values from UTC back to the user's local time before showing them.

QUERY getAllMobileUser(searchParam: String, order: String, all: String, show_disabled: String, last_updated_time: String, includeAll: String, include: String, id: Float, product_id: Float, entity_id: Float, set_coordinates: Float, is_not_in_stop: String, fromDate: String, toDate: String, fromShippingDate: String, toShippingDate: String, show_variants: String, type_note: String, show_hidden: String, code_or_name: String, fromStartDate: String, toEndDate: String, where: mobile_userInput) -> [mobile_user]. Provide arguments at the top level. Use _selection to control returned fields. Dates and times in this MCP are UTC. For user-local periods such as today, convert the user's local start and end times to UTC before sending arguments. Always convert returned date/time values from UTC back to the user's local time before showing them.