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montrellcruse

ServiceTitan MCP Server (Enterprise)

accounting_journal_entries_list

Retrieve and filter accounting journal entries from ServiceTitan by ID, date, status, or other criteria to manage financial records.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idsNoComma-delimited journal entry IDs (max 50)
exportedFromNoExported on or after UTC timestamp
exportedToNoExported on or before UTC timestamp
postedFromNoPosted on or after UTC timestamp
postedToNoPosted on or before UTC timestamp
exportedByNoComma-delimited user IDs who exported entries
nameNoJournal entry name contains
numberFromNoEntry number lower bound
numberToNoEntry number upper bound
statusesNoEntry statuses
syncStatusesNoSync statuses
transactionPostedFromNoContains transaction posted on or after UTC timestamp
transactionPostedToNoContains transaction posted on or before UTC timestamp
businessUnitIdsNoComma-delimited business unit IDs (max 50)
serviceAgreementIdsNoComma-delimited service agreement IDs (max 50)
customerNameNoCustomer name contains
locationNameNoLocation name contains
vendorNameNoVendor name contains
inventoryLocationNameNoInventory location name contains
refNumberNoTransaction reference number contains
transactionTypesNoTransaction types
customFieldNoCustom field name/value filters
sortNoSort: Field (default), +Field (asc), or -Field (desc). Fields: Id, Number, Name, Status, CreatedOn, ExportedOn, ExportedBy, PostDate
createdBeforeNo
createdOnOrAfterNo
modifiedBeforeNo
modifiedOnOrAfterNo
pageNoPage number (starts at 1)
pageSizeNoRecords per page (default 50)
includeTotalNoInclude total count in response
Behavior1/5

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Completeness1/5

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Parameters1/5

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Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose1/5

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Usage Guidelines1/5

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Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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