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SmartAccounts MCP by usefulapi

Get a client's outstanding balance

smartaccounts_get_client_balance
Read-only

The outstanding balance of one client (purchasesales/clients:getbalance), optionally on a past date and with the open documents. The vendor limit is 60 requests per minute and 1000 per 24 hours; every call here is one request.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesThe client id (from smartaccounts_list_clients).
balance_dateNoBalance on this date, yyyy-mm-dd (default today).
fetch_detailsNoInclude the documents that make up the balance.

Schema Changelog

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