find_contacts
Look up customers or vendors by partial name, list all, or retrieve contact details and outstanding balances from QuickBooks data.
Instructions
Look up customers or vendors, with contact details and balances.
Use to find someone by partial name, to list who the business deals with, or to get an email or phone number. The balance returned is that contact's total outstanding; for invoice-level detail and overdue days use get_receivables_aging.
Args: name_contains: Case-insensitive partial name. Omit to list everyone. kind: "customer" or "vendor". include_inactive: Include archived records. Defaults to active only. limit: Maximum records to return (capped at 500).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| kind | No | customer | |
| limit | No | ||
| name_contains | No | ||
| include_inactive | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||