Merit Aktiva MCP by usefulapi

List sales invoices (header level: number, customer, dates, totals, paid flag) of a period. The period may span at most 3 months (Merit limit); for longer spans make several calls. Use merit_get_sales_invoice for the lines. POST /api/v2/getinvoices.

Find sales invoices by invoice number, customer name or customer id (give at least one). POST /api/v2/getinvoices2.

One sales invoice in full: header, lines (items, quantities, VAT, accounts), payments and dimension allocations. The PDF attachment is never requested. POST /api/v2/getinvoice.

List purchase invoices (vendor bills) of a period: bill number, vendor, dates, totals, paid flag. The period may span at most 3 months (Merit limit); for longer spans make several calls. POST /api/v2/getpurchorders.

One purchase invoice in full: header, lines, payments. The attachment is never requested. POST /api/v2/getpurchorder.

Search customers by name (partial match), registry number or VAT number (exact), id, or changed since a date. At least one filter is required: Merit cannot return the whole customer list in one reply. POST /api/v1/getcustomers.

Search vendors (suppliers) by name (partial match), registry number or VAT number (exact), id, or changed since a date. At least one filter is required: Merit cannot return the whole vendor list in one reply. POST /api/v1/getvendors.

List items, services and stock articles with price, unit, VAT and accounts. Optional filters: code or description (partial), type, id. With location_code the reply adds stock quantity and cost of that warehouse. POST /api/v1/getitems.

The general ledger chart of accounts (code, names, VAT, parent flag, active flag). GET /api/v2/accounts.

All VAT rates of the company (TaxId, code, name, percent, active flag). The TaxId is what invoice rows refer to. GET /api/v2/taxes.

Departments (code, name, active flag). GET /api/v2/departments.

The company's bank and cash accounts (BankId, name, IBAN, currency, ledger account). BankId feeds the payment tools. GET /api/v2/banks.

Accounting periods (financial years) with start, end and active flag. POST /api/v2/getaccperiods.

無需輸入參數。

Accounting dimensions and their values (DimId, name, value code, expiry). all_values = true also lists expired values. POST /api/v2/getdimensions.

Payment methods and sources (cash, banks, reporting entities, ledger accounts) usable for purchases, expense reports or sales. POST /api/v2/getpaymenttypes.

List payments (customer and vendor receipts and payouts) of a period, with the documents they paid. The period may span at most 3 months (Merit limit); for longer spans make several calls. POST /api/v2/getpayments.

List the income payments (money received) or expense payments (money paid out) booked on one bank account for a document-date period, with the documents each paid. The period may span at most 3 months (Merit limit); for longer spans make several calls. GET /api/v2/Banks/{bankId}/IncomePayments or /ExpensePayments.

List general ledger batches (journal entries, also those created from invoices and payments) of a period: batch code, number, date, total. The period may span at most 3 months (Merit limit); for longer spans make several calls. POST /api/v1/getglbatches.

One general ledger batch with all its debit and credit lines (account, memo, department, tax, amounts). The attachment is never requested. POST /api/v1/getglbatch.

Open customer receivables: for each unpaid document the customer, date, due date, total, paid and unpaid amount. Give a customer name (empty string = all customers) or a customer id; over_due_days keeps only documents overdue by at least that many days. POST /api/v1/getcustdebtrep.

Customer invoices with their unpaid amount and overdue flag for a period, for one customer (name or id). Only the FIRST page is returned: if has_more is true, narrow the period or the customer (the continuation endpoint is not supported). POST /api/v2/getcustpaymrep.

The profit and loss report: one row per report line, with balances for per_count months counting back from end_date (newest first). Optional department filter. POST /api/v1/getprofitrep.

The balance sheet: one row per report line (assets, liabilities, equity) with balances for per_count months counting back from end_date. POST /api/v1/getbalancerep.

Sales totals for a period, grouped by invoice, customer, item or country. POST /api/v2/getsalesrep.

Purchase totals for a period, grouped by invoice, vendor, item or fixed asset. POST /api/v2/getpurchrep.

WRITE: creates ONE new customer record in the Merit company (name must be unique; an existing customer is never overwritten, Merit answers with an error). Nothing is invoiced, sent or paid. In Estonia not_td_customer must be true for private persons and foreign companies; city is required in Estonia for a non-EE country. Returns the new customer id. POST /api/v2/sendcustomer.