analyse_aged_debtors_csv
Analyse an aged-debtors CSV
Analyse a user-supplied aged-debtors CSV and supplied Bank Rate to return review-only UK B2B chase wording with indicative statutory-interest and fixed-compensation calculations. Returns draft text and structured calculations without storing the CSV or sending messages.
Parameterscsv_textrequiredas_of_datedraft_stagesender_namerequiredbank_rate_percentrequired
get_credit_control_brief
See which overdue invoices need attention
Use when someone asks who owes money, which invoices are overdue or which customers need a payment reminder. Return the selected business's overdue totals and up to five customers to check first. Read-only. Uses the latest SHVL import or completed accounting sync and never sends a reminder.
Parameterslimitworkspace_idrequired
get_receivables_health
Check unpaid invoice totals
Return a read-only receivables health view for the signed-in SHVL workspace: accounts-receivable balance, overdue ageing, invoices raised this month, receivables payments recorded this month, concentration and 30-day overdue movement where available. This is not a bank balance, cash-flow, profit or whole-business health report.
Parametersworkspace_idrequired
search_credit_control_cases
Find a customer or invoice
Search cases already held in the signed-in SHVL workspace by customer name or invoice reference. Read-only, account-scoped and capped at 20 results.
Parameterslimitquerystatusworkspace_idrequired
get_credit_control_case
Get a credit-control case
Return one case from the signed-in SHVL workspace, including status, payment-readiness state, bounded invoice summaries and communication evidence. Excludes email addresses, message content, provider IDs and payment records.
Parameterscase_idrequiredworkspace_idrequired
search_xero_invoices
Search synced Xero invoices
Search sales invoices from the signed-in owner’s latest completed SHVL Xero sync by invoice number or customer name. Read-only, capped at 20 and not live Xero state.
Parameterslimitquerystatusworkspace_idrequired
get_xero_invoice
Get a synced Xero invoice
Return one sales invoice from the signed-in owner’s latest completed SHVL Xero sync plus aggregate recorded-payment evidence. Read-only. Excludes Xero IDs, payment IDs, email addresses and message content.
Parametersinvoice_idrequiredworkspace_idrequired
search_xero_contacts
Search synced Xero contacts
Search customer contacts from the signed-in owner’s latest completed SHVL Xero sync by name. Read-only, capped at 20 and excludes email addresses, postal addresses and Xero IDs.
Parameterslimitqueryworkspace_idrequired
get_xero_contact
Get a synced Xero contact
Return one customer contact summary and up to 50 sales invoices from the signed-in owner’s latest completed SHVL Xero sync. Read-only. Excludes email addresses, postal addresses and Xero IDs.
Parameterscustomer_idrequiredworkspace_idrequired
get_xero_financial_report
Get a live Xero financial report
Read one live Xero Profit and Loss, Balance Sheet or Trial Balance for explicit dates. Capped at 250 stripped rows and never writes to Xero. Requires the matching read-only Xero report permission and a Xero user with Reports access.
Parametersdatereportrequiredto_datefrom_dateworkspace_idrequired
list_shvl_workspaces
Choose a business in SHVL
List SHVL workspaces available to the signed-in user. If none exist, explain next_step and offer its setup_url or the free summary_url. Connecting an account does not create a workspace. Does not expose customer email addresses or provider identifiers.
Takes no parameters.
get_shvl_workspace_status
Get SHVL workspace status
Return the selected SHVL workspace name, entitlement state, connected accounting organisation name and active Xero agent tenant name.
Parametersworkspace_idrequired
