List the Acumatica entities exposed by this tenant's OpenAPI spec.

Args: filter: Optional case-insensitive substring to narrow the list, e.g. "order" returns SalesOrder, PurchaseOrder, etc.

Returns: {count, entities: [{name, actions}]}

Tip: call describe_entity(name) to get the full field list, key format, and expandable sub-collections for any entity before querying it.

Return the full metadata for an entity: fields, key format, actions, and sub-collections.

Always call this before list_records or get_record when you are unsure of:

• which field names are valid (use these in select= and filter= expressions)

• how to format the id= argument for get_record / delete_record

• which sub-collections can be passed to expand=

Args: entity: Entity name, e.g. "SalesOrder", "Bill", "Customer".

Returns one of two shapes:

Normal entity (has a key): { "entity": "SalesOrder", "fields": ["OrderType", "OrderNbr", "CustomerID", ...], # valid $select / $filter names "key_fields": ["OrderType", "OrderNbr"], # fields that make up the URL key "key_format": "Slash-separated: /", # how to build the id= string "actions": ["CancelSalesOrder", ...], "expand": ["Details", "Shipments", ...] }

Query-only entity (inquiry/summary view - no addressable key): { "entity": "AccountSummaryInquiry", "query_only": true, "note": "This entity has no addressable key - use list_records with filter= only. ...", "fields": [...], "actions": [], "expand": [] } For query-only entities: do NOT call get_record - pass at least one filter= to list_records. Calling list_records with no filter on these entities returns HTTP 500 on this tenant.

Returns {error: "Unknown entity"} if the entity is not in the catalog.

Examples: describe_entity("SalesOrder") # -> key_format: "Slash-separated: /" # -> use get_record("SalesOrder", "QT/I004264")

describe_entity("Bill")
# -> key_format: "Slash-separated: <Type>/<ReferenceNbr>"
# -> use get_record("Bill", "Bill/012979")

describe_entity("AccountSummaryInquiry")
# -> query_only: true
# -> use list_records("AccountSummaryInquiry", filter="Period eq '202506'")

Retrieve records from an Acumatica entity using OData query parameters.

IMPORTANT: Call describe_entity(entity) first to get the exact field names for this entity. Using a field name that doesn't exist causes a hard 500 error.

Args: entity: Entity name, e.g. "SalesOrder", "Bill", "Customer". filter: OData $filter expression, e.g. "Status eq 'Open'". Only use field names returned by describe_entity() - guessed names cause KeyNotFoundException (500). Date/time fields require datetimeoffset literal format: Date gt datetimeoffset'2026-05-01T00:00:00-04:00' Plain strings or datetime'' literals will fail. top: Max rows to return. Defaults to 50; use a smaller number when exploring. skip: Rows to skip (pagination). select: Comma-separated fields, e.g. "OrderNbr,CustomerID,OrderTotal". Only use field names returned by describe_entity() - invalid names -> 500. expand: Comma-separated sub-collections to inline, e.g. "Details,Shipments". Valid values are listed in describe_entity() under 'expand'. orderby: e.g. "Date desc". NOTE: $orderby is silently ignored by this tenant. To get the most recent records, use a date filter instead and sort client-side. Use a narrow window first - expand only if empty: Step 1: filter="Date gt datetimeoffset'T00:00:00-04:00'" Step 2: if empty, retry with today-30d, then today-90d Client-side: sort results by Date desc, then LastModifiedDateTime desc to find the single most-recent record. This resolves "last created" queries in 1-2 API calls instead of 5+. custom: Pull user-defined (DAC extension) fields not in the standard contract. Format: "ViewName.FieldName" - multiple fields comma-separated. Example: "Document.LastModifiedByID,Document.CreatedByID" To discover available view names and fields, call get_schema(entity). Common view name for header-level fields: "Document".

Returns: {status, ok, data: [records]} or {status, ok: false, error} Each record includes a browser_url field (for entities with a known screen ID) linking directly to that record in the Acumatica web UI. ALWAYS render the primary identifier (ReferenceNbr, OrderNbr, etc.) as a Markdown hyperlink using browser_url so the user can click through to audit: 050297

Get a single record by its key.

Call describe_entity(entity) first to find the key_fields and key_format for this entity - the key format varies per entity and using the wrong format causes a 500 error.

Args: entity: Entity name. id: The record key - key field values joined with '/' in key order. Examples: SalesOrder -> "QT/I004264" (OrderType/OrderNbr) Bill -> "Bill/001234" (Type/ReferenceNbr) Customer -> "C000001" (CustomerID only) Invoice -> "INV/001234" (Type/ReferenceNbr) Use describe_entity() to find the exact key_fields for any entity. A GUID (the session 'id' field) also works if you have it. select / expand / custom: same as list_records.

Returns: {status, ok, data: {record}} or {status, ok: false, error} Record includes a browser_url field (for entities with a known screen ID). Render the record identifier as a Markdown hyperlink using browser_url: 050297

Create or update a record (PUT /{Entity}). Requires ACUMATICA_ALLOW_WRITES=1.

Acumatica's contract-based API uses PUT for both create and update - the server decides based on whether key fields match an existing record.

Args: entity: Entity name. data: Body in Acumatica's {"FieldName": {"value": ...}} shape. Example: {"OrderType": {"value": "SO"}, "CustomerID": {"value": "ABARTENDE"}, "Details": [{"InventoryID": {"value": "AALEGO500"}, "Quantity": {"value": 5}}]}

Delete a record by ID or key fields. Requires ACUMATICA_ALLOW_DELETES=1.

Invoke a named action on an entity (POST /{Entity}/{Action}). Requires ACUMATICA_ALLOW_WRITES=1.

Examples: invoke_action("SalesOrder", "CancelSalesOrder", entity_record={"OrderType": {"value": "SO"}, "OrderNbr": {"value": "SO012345"}}) invoke_action("Bill", "ReleaseBill", entity_record={"ReferenceNbr": {"value": "001234"}})

Args: entity: Entity name. action: Action name (call describe_entity(entity) to see available actions). entity_record: The record the action runs against, in Acumatica's wrapped format. parameters: Action-specific parameters, if any.

Returns 204 No Content for fire-and-forget actions; 202 for long-running.

Return the entity's extension-field schema (GET /{Entity}/$adHocSchema).

Two reasons to call this:

1. Discover user-defined extension fields (UsrXxx fields, attribute fields like AttributeCOLOR) that are NOT in the standard contract and not listed by describe_entity(). These appear nested under a view name in the response.

2. Discover the available VIEW NAMES for this entity's graph. View names are the first part of the 'ViewName.FieldName' string needed by the custom= parameter. Standard Acumatica DAC fields (e.g. CreatedByID, LastModifiedByID) that are absent from the contract can ALSO be pulled via custom= using these view names, even though they don't appear explicitly in this schema response.

Common SalesOrder view names (confirmed working): Document - SOOrder header fields (CreatedByID, BranchID, etc.) CurrentDocument - additional header computed fields Transactions - line-level fields (on Details rows) Adjustments - payment application fields

Example workflow: 1. get_schema("SalesOrder") # identify view names 2. list_records("SalesOrder", # pull extension + standard DAC fields custom="Document.CreatedByID,Document.UsrYourCustomField")