List all customers with pagination.

Returns customers with company name, code, address, active status, and billing config. Default page_size is 50, max varies by DataGate config.

Get a single customer by ID (UUID).

Returns full customer details including address, agreement, account manager, delivery method, tax rate, and custom fields.

Search invoices with optional filters.

Args: invoice_date: Exact invoice date (YYYY-MM-DD). For monthly billing, use the 1st of the month (e.g., "2026-01-01" for December billing). period_start: Billing period start date (YYYY-MM-DD). period_end: Billing period end date (YYYY-MM-DD). page: Page number (1-indexed). page_size: Results per page (default 50).

Returns invoices with number, dates, customer, amounts, and status.

Get full invoice details with line-item transactions.

Returns the invoice header plus transactions array. Each transaction has productCode, productLabel, quantity, amount (commission base), tax, and total.

List products/services with pricing.

Optionally filter by customer_id (UUID). Products include charges with sell amounts, which represent recurring or one-time billing.

Args: customer_id: Filter to a specific customer's products. page: Page number (1-indexed). page_size: Results per page (default 50).

Get a single product by ID with full charge details.

List billing agreements.

Most customers have a single "Default Agreement" with billing frequency and payment terms. Filter by customer_id to see a specific customer's agreements.

Get a single agreement by ID.

Note: DataGate returns this as an array (API quirk).

List physical site locations.

Sites are addresses associated with customers. Filter by customer_id to see a specific customer's locations.

List portal login accounts for customers.

List service items, optionally filtered by customer or site.

List rate cards.

List kit templates.