brc_send_email_statement
Sends a customer statement email to specified recipients, allowing optional period, balance threshold, and custom message. Requires explicit user confirmation after reviewing a plain-English draft.
Instructions
Sends a customer statement email. Supported document type only. Red email sending is available for sales invoices, quotes, and customer statements — not for cash receipts, purchases, payments, bank accounts, customers, suppliers, products, reports, or other document types. If the user asks to email an unsupported document type, say Red cannot email it through the current MCP tools, list the supported types, and stop without preparing a draft or attempting a workaround. Do not call this tool with confirmSend=true until the user has reviewed a plain-English email draft and explicitly confirmed they want to send it. The email draft must show the recipient email address clearly before asking for send confirmation. If there is no customer email on file and no recipient override, stop and ask for a recipient email address — do not send. Create/post confirmation and email send confirmation are separate steps. If the user provides multiple recipient addresses, ask whether to send one email using BCC or separate individual emails. Only use sendMode='separate' when the user explicitly chooses separate emails. Do not ask about BCC unless the user provides multiple recipients or asks to copy another address.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sendMode | No | How to handle multiple recipients. Use separate only when the user explicitly asks to send separate individual emails. | |
| toPeriod | No | Statement period end (ISO date-time, e.g. 2026-05-31T00:00:00). | |
| toAddress | No | Optional single recipient override. If omitted or empty, BRC uses the customer's email address. | |
| customerId | Yes | BRC field: customerId. | |
| fromPeriod | No | Statement period start (ISO date-time, e.g. 2026-01-01T00:00:00). | |
| minBalance | No | Minimum balance threshold for transactions included on the statement. | |
| companyName | Yes | Company context name, for example YOUR-COMPANY-NAME. | |
| confirmSend | No | Must be true only after the user has reviewed the email draft and explicitly confirmed sending. | |
| fromAddress | No | Optional sender address override. | |
| messageBody | No | Optional custom email message body. | |
| toAddresses | No | Optional list of recipients. If more than one is provided, ask the user whether to send one email with BCC or separate individual emails. | |
| bccAddresses | No | Optional BCC email addresses. Only use if the user explicitly provides BCC addresses or chooses one email with BCC. |