ServiceTitan MCP Server

payments_get_list

Retrieve and filter payment records from ServiceTitan by criteria such as date, customer ID, invoice status, and transaction type for efficient payment management.

Input Schema

NameRequiredDescriptionDefault
appliedToInvoiceIdsNo
appliedToReferenceNumberNo
batchIdNoFormat - int64.
batchNumberNoFormat - int32.
businessUnitIdsNo
createdBeforeNoFormat - date-time (as date-time in RFC3339). Return items created before certain date/time (in UTC)
createdOnOrAfterNoFormat - date-time (as date-time in RFC3339). Return items created on or after certain date/time (in UTC)
customField.FieldsNoDictionary of name-value pairs
customField.OperatorNoOperator to be used between the name-value pairs. Can be "Or" or "And", default is "And". Values: [And, Or]
customerIdNoFormat - int64.
idsNoPerform lookup by multiple IDs (maximum 50)
includeTotalNoWhether total count should be returned
modifiedBeforeNoFormat - date-time (as date-time in RFC3339). Return items modified before certain date/time (in UTC)
modifiedOnOrAfterNoFormat - date-time (as date-time in RFC3339). Return items modified on or after certain date/time (in UTC)
pageNoFormat - int32. The logical number of page to return, starting from 1
pageSizeNoFormat - int32. How many records to return (50 by default)
paidOnAfterNoFormat - date-time (as date-time in RFC3339).
paidOnBeforeNoFormat - date-time (as date-time in RFC3339).
sortNoApplies sorting by the specified field: "?sort=+FieldName" for ascending order, "?sort=-FieldName" for descending order.
statusesNo
tenantYesFormat - int64. Tenant ID
totalGreaterNoFormat - decimal.
totalLessNoFormat - decimal.
transactionTypeNoValues: [Undefined, JournalEntry, ReceivePayment]

Input Schema (JSON Schema)

{ "$schema": "http://json-schema.org/draft-07/schema#", "additionalProperties": false, "properties": { "appliedToInvoiceIds": { "type": [ "string", "null" ] }, "appliedToReferenceNumber": { "type": [ "string", "null" ] }, "batchId": { "anyOf": [ { "type": "integer" }, { "type": "null" } ], "description": "Format - int64." }, "batchNumber": { "anyOf": [ { "type": "integer" }, { "type": "null" } ], "description": "Format - int32." }, "businessUnitIds": { "type": [ "string", "null" ] }, "createdBefore": { "description": "Format - date-time (as date-time in RFC3339). Return items created before certain date/time (in UTC)", "type": [ "string", "null" ] }, "createdOnOrAfter": { "description": "Format - date-time (as date-time in RFC3339). Return items created on or after certain date/time (in UTC)", "type": [ "string", "null" ] }, "customField.Fields": { "anyOf": [ { "additionalProperties": { "type": "string" }, "type": "object" }, { "type": "null" } ], "description": "Dictionary of name-value pairs" }, "customField.Operator": { "description": "Operator to be used between the name-value pairs. Can be \"Or\" or \"And\", default is \"And\".\nValues: [And, Or]", "type": [ "string", "null" ] }, "customerId": { "anyOf": [ { "type": "integer" }, { "type": "null" } ], "description": "Format - int64." }, "ids": { "description": "Perform lookup by multiple IDs (maximum 50)", "type": [ "string", "null" ] }, "includeTotal": { "description": "Whether total count should be returned", "type": [ "boolean", "null" ] }, "modifiedBefore": { "description": "Format - date-time (as date-time in RFC3339). Return items modified before certain date/time (in UTC)", "type": [ "string", "null" ] }, "modifiedOnOrAfter": { "description": "Format - date-time (as date-time in RFC3339). Return items modified on or after certain date/time (in UTC)", "type": [ "string", "null" ] }, "page": { "anyOf": [ { "type": "integer" }, { "type": "null" } ], "description": "Format - int32. The logical number of page to return, starting from 1" }, "pageSize": { "anyOf": [ { "type": "integer" }, { "type": "null" } ], "description": "Format - int32. How many records to return (50 by default)" }, "paidOnAfter": { "description": "Format - date-time (as date-time in RFC3339).", "type": [ "string", "null" ] }, "paidOnBefore": { "description": "Format - date-time (as date-time in RFC3339).", "type": [ "string", "null" ] }, "sort": { "description": "Applies sorting by the specified field:\n\"?sort=+FieldName\" for ascending order,\n\"?sort=-FieldName\" for descending order.", "type": [ "string", "null" ] }, "statuses": { "type": [ "string", "null" ] }, "tenant": { "description": "Format - int64. Tenant ID", "type": "integer" }, "totalGreater": { "description": "Format - decimal.", "type": [ "number", "null" ] }, "totalLess": { "description": "Format - decimal.", "type": [ "number", "null" ] }, "transactionType": { "description": "Values: [Undefined, JournalEntry, ReceivePayment]", "type": [ "string", "null" ] } }, "required": [ "tenant" ], "type": "object" }

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