Zenvio

Updates fields on a single accounting transaction entry from a semantic changes object. Call accounting_transaction_entry_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected. Loads the fresh entry, applies supplied changes after deny-policy checks, and submits the full entry update.

Updates fields on a single accounting transaction from a semantic changes object. Call accounting_transactions_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected. Loads the fresh transaction, applies supplied changes after deny-policy checks, and submits the full transaction update.

Get a single accounting transaction by id. This is the low-level SDK-style read surface.

List accounting transactions. Supports search, transaction type, posting date, sort, and paging so the user can select a transaction before running a business operation.

Create a bank statement with optional statement lines. Persists to Apollo.

Get a single bank statement by id, including statement details returned by the Finance SDK.

List bank statements with slim summary rows for search and identification. Supports search, bank account id, bank account number or IBAN fragment, exact statement number, statement-period date overlap, sort, and paging filters. Use finance_bank_statements_list_full only when statement lines or full nested details are needed.

List bank statements with full bank statement objects, including lines and nested details. This output can be large; prefer finance_bank_statements_list for search and identification.

Updates fields on a single bank statement from a semantic changes object. Call finance_bank_statements_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected.

Create a bank transaction, optionally attached to a bank statement. Persists to Apollo.

Get a single bank transaction by id, including accounting and matching details returned by the Finance SDK.

List bank transactions with search, statement id, transaction date range, amount range, sort, and paging filters.

Updates fields on a single bank transaction from a semantic changes object. Call finance_bank_transactions_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected.

List finance payouts with slim summary rows for search and identification. Supports search, Stripe payout object ids, sort, and paging. Use finance_payouts_list_full only when payout lines or full nested details are needed.

List finance payouts with full payout objects, including lines and nested details. This output can be large; prefer finance_payouts_list for search and identification.

Create a purchase bill (vendor invoice) for an organization. Persists to Apollo.

Get a single purchase bill by its numeric id.

List purchase bills with slim summary rows for search and identification. Supports search, vendor, issue/tax dates, amount, currency, description, transaction type, vendor document number, payment status, sort, and paging. Use purchases_bills_list_full only when bill lines, taxes, or full nested details are needed.

List purchase bills with full bill objects, including items, taxes, and nested details. This output can be large; prefer purchases_bills_list for search and identification.

Updates fields on a single purchase bill from a semantic changes object. Call purchases_bills_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected.

Create a purchase receipt for an organization. Persists to Apollo.

Get a single purchase receipt by its numeric id.

List purchase receipts with slim summary rows for search and identification. Supports search, vendor, issue date, amount, currency, description, transaction type, vendor receipt number, sort, and paging. Use purchases_receipts_list_full only when receipt lines, taxes, or full nested details are needed.

List purchase receipts with full receipt objects, including items, taxes, and nested details. This output can be large; prefer purchases_receipts_list for search and identification.

Updates fields on a single purchase receipt from a semantic changes object. Call purchases_receipts_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected.

Create a purchase vendor credit for an organization. Persists to Apollo.

Get one purchase vendor credit by id.

List purchase vendor credits with slim summary rows for search and identification. Supports search, vendor, issue/tax dates, amount, currency, description, transaction type, vendor document number, payment status, sort, and paging. Use purchases_vendor_credits_list_full only when vendor credit lines, taxes, or full nested details are needed.

List purchase vendor credits with full vendor credit objects, including items, taxes, and nested details. This output can be large; prefer purchases_vendor_credits_list for search and identification.

Updates fields on a single purchase vendor credit from a semantic changes object. Call purchases_vendor_credits_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected.

Search an organization's contacts/vendors (suppliers) by free-text query.

Get a balance sheet for an organization's accounting book as of an optional date.

Get a profit and loss report grouped by month for an accounting book over an optional date range.

Get a profit and loss report for an organization's accounting book over an optional date range.

Get a single sales credit note by its numeric id.

List sales credit notes with slim summary rows for search and identification. Supports search, ids, external order ids, payment status, customer, issue/tax dates, amount, currency, description, transaction type, sort, and paging. Use sales_credit_notes_list_full only when lines, taxes, discounts, or other full nested details are needed.

List sales credit notes with full credit note objects, including lines, taxes, discounts, and nested details. This output can be large; prefer sales_credit_notes_list for search and identification.

Search an organization's contacts/customers by free-text query.

Create a sales invoice for an organization using a business invoice payload. Persists to Apollo.

Get a single sales invoice by its numeric id.