See revenue, unpaid invoices, open quotes and your product catalog for each of your businesses.
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Use this when someone asks about one business's invoicing setup, such as its currency, country, language or timezone. Returns the business's name, currency, country code, language and timezone, or not-found. Not for revenue or unpaid invoices.
Business id: 24 lowercase hexadecimal characters
Use this when someone asks about one business's invoicing setup, such as its currency, country, language or timezone. Returns the business's name, currency, country code, language and timezone, or not-found. Not for revenue or unpaid invoices.
| Argument | Type | Description |
|---|---|---|
| businessId* | string | Business id: 24 lowercase hexadecimal characters |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"businessId"
],
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
}
},
"additionalProperties": false
}Use this when someone asks how many quotes or estimates they sent, what they were worth, or how many were accepted or rejected. Returns quote count, total value, counts by status and an acceptance rate; defaults to the last 90 days, at most 366, skipping drafts and counting at most 500 quotes. Not for a single quote.
| Argument | Type | Description |
|---|---|---|
| endDate | string | Last UTC day to include, YYYY-MM-DD, at most 366 days after startDate; defaults to today |
| startDate | string | First UTC day to include, YYYY-MM-DD; defaults to 89 days before endDate (a 90-day window) |
| businessId* | string | Business id: 24 lowercase hexadecimal characters |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"businessId"
],
"properties": {
"endDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Last UTC day to include, YYYY-MM-DD, at most 366 days after startDate; defaults to today"
},
"startDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "First UTC day to include, YYYY-MM-DD; defaults to 89 days before endDate (a 90-day window)"
},
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
}
},
"additionalProperties": false
}Use this when someone asks how much customers owe, what is unpaid or overdue, or how old unpaid invoices are. Returns open invoice count and amount, the invoices marked overdue, and age buckets by days past due, from the newest 500 invoices; partially paid ones are counted but left out of amounts. Not for chasing or charging a customer.
| Argument | Type | Description |
|---|---|---|
| businessId* | string | Business id: 24 lowercase hexadecimal characters |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"businessId"
],
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
}
},
"additionalProperties": false
}Use this when someone asks how much they invoiced or were paid in a period, like last month. Returns invoice and payment counts and totals in the business currency, invoices by status and a collection rate; defaults to the last 90 days, at most 366, skipping drafts and counting at most 500 documents. Not for a single invoice or customer.
| Argument | Type | Description |
|---|---|---|
| endDate | string | Last UTC day to include, YYYY-MM-DD, at most 366 days after startDate; defaults to today |
| startDate | string | First UTC day to include, YYYY-MM-DD; defaults to 89 days before endDate (a 90-day window) |
| businessId* | string | Business id: 24 lowercase hexadecimal characters |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"businessId"
],
"properties": {
"endDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Last UTC day to include, YYYY-MM-DD, at most 366 days after startDate; defaults to today"
},
"startDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "First UTC day to include, YYYY-MM-DD; defaults to 89 days before endDate (a 90-day window)"
},
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
}
},
"additionalProperties": false
}Use this when someone asks which InvoiceVista plan a business is on, or how many customers, invoices or users it allows. Returns the active or past-due plan's name, status, billing frequency and limits, or the Free plan's defaults when there is none. Not for customer invoices or payments.
| Argument | Type | Description |
|---|---|---|
| businessId* | string | Business id: 24 lowercase hexadecimal characters |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"businessId"
],
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
}
},
"additionalProperties": false
}Use this when someone asks which businesses they invoice from in InvoiceVista, or a business's id is needed. Returns each business's id, name, currency, country, language and timezone, 25 per page by default (no addresses or bank details). Not for listing customers.
| Argument | Type | Description |
|---|---|---|
| limit | integer | Businesses per page, from 1 to 100; defaults to 25 |
| cursor | string | The nextCursor of the previous page of this listing; absent for the first page |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"limit": {
"type": "integer",
"maximum": 100,
"description": "Businesses per page, from 1 to 100; defaults to 25",
"exclusiveMinimum": 0
},
"cursor": {
"type": "string",
"maxLength": 4096,
"description": "The nextCursor of the previous page of this listing; absent for the first page"
}
},
"additionalProperties": false
}Use this when someone asks what products or services a business sells or what it charges for them. Returns each catalog item's name, price and stored tax value, most recently edited first, 25 per page by default. Not for what a customer was invoiced.
| Argument | Type | Description |
|---|---|---|
| limit | integer | Products per page, from 1 to 100; defaults to 25 |
| cursor | string | The nextCursor of the previous page of this listing; absent for the first page |
| businessId* | string | Business id: 24 lowercase hexadecimal characters |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"businessId"
],
"properties": {
"limit": {
"type": "integer",
"maximum": 100,
"description": "Products per page, from 1 to 100; defaults to 25",
"exclusiveMinimum": 0
},
"cursor": {
"type": "string",
"maxLength": 4096,
"description": "The nextCursor of the previous page of this listing; absent for the first page"
},
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
}
},
"additionalProperties": false
}Use this when someone wants to open InvoiceVista and browse their businesses, billing overview, revenue, receivables and quote pipeline in an interactive sidebar. Returns up to 100 businesses to start from (no customer or individual financial records). Not for creating invoices or recording payments.
No arguments.
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {}
}Use this when someone wants a quick overview or dashboard of one business in InvoiceVista. Returns an overview card with the business details, counts of customers, invoices, payments and quotes with status mixes (each capped at 100), and up to 12 catalog products (no customer or invoice details). Not for revenue over a period.
| Argument | Type | Description |
|---|---|---|
| businessId* | string | Business id: 24 lowercase hexadecimal characters |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"businessId"
],
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
}
}
}