sales_settings_upsert
[REQUIRES APPROVAL] Saves your business identity and document defaults (one row per business; scope is 'default'). timezone is the business clock: an invoice turns overdue at midnight in that zone after its due day, and days_overdue counts days there; unset means Asia/Singapore. Left out, timezone and the text fields keep their saved value, but defaulted fields (default_currency, default_tax_rate_bps, payment_terms_days, invoice_prefix, quote_prefix, template_style) reset, so resend them from sales_settings_read. An agent call waits for the owner's approval. Refuses an unlisted timezone or currency, or a tax rate outside 0-10000, with VALIDATION_ERROR before it waits for approval: send a listed value.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"scope": "<scope>"
},
"name": "sales_settings_upsert"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| scope | Yes | ||
| tax_id | No | ||
| timezone | No | ||
| bank_name | No | ||
| tax_scheme | No | ||
| bank_account | No | ||
| quote_prefix | No | ||
| business_name | No | ||
| business_email | No | ||
| business_phone | No | ||
| invoice_prefix | No | ||
| template_style | No | ||
| business_address | No | ||
| default_currency | No | ||
| brand_accent_color | No | ||
| payment_terms_days | No | ||
| brand_primary_color | No | ||
| default_tax_rate_bps | No | ||
| payment_instructions | No |