AdmCloud MCP Server

create_account

Create a chart-of-accounts (GL) account. accountClass is an AdmCloud account class (e.g. Cash, Bank, CustomerReceivables, VendorPayables, Income, Expense, FixedAssets); the account type is derived from it. Returns the new id.

delete_account

Delete a chart-of-accounts (GL) account by its id. Blocked by the system when it has movements or is in use. This cannot be undone.

get_account

Get a chart-of-accounts (GL) account by its id.

get_account_balance

Get the accumulated balance (saldo) of a single general-ledger account, found by its code or name. The balance is the sum of debits minus credits of all posted transactions, sign-normalized by the account nature (so liabilities, equity and revenue show a positive natural balance). If the account is a parent/group account its child accounts are included. The amount is returned in the company's local currency.

get_account_movement

Get the movement (debits minus credits) of a single general-ledger account, found by its code or name, for a year. Pass month 0 for the whole year, or 1-12 for a single month. Returns total debits, total credits and the net movement (debits - credits, which may be negative). If the account is a parent/group account its child accounts are included. Amounts are in the company's local currency.

get_expenses_by_month

Get total expenses broken down by month for a year.

get_expenses_by_month_for_account

Get monthly expenses for a single account, found by code or name, for a year.

get_top10_expenses_by_account

Get the 10 largest expenses of a year, grouped by general-ledger account.

search_accounts

List chart-of-accounts (GL) accounts by code or name (empty for all). Returns the first 50 non-group accounts with id, code, name, class and currency.

get_balance_sheet

Get the balance sheet (assets, liabilities and equity with account detail) as of a date, in the company currency. Period results are included in equity, like the native report.

get_general_ledger

Get general-ledger journal entries for a period, in the company currency. Without an account, pass a month 1-12 and the 100 most recent lines are returned. With an account (by code or name), its entries are listed chronologically and month 0 covers the whole year.

get_results

Get the income statement (revenue, costs, gross margin, expenses, net margin and result) for a year. Pass month 0 for the whole year, or 1-12 for a single month.

get_results_by_month

Get the income statement (revenue, costs, expenses, net result) broken down by month for a year.

get_trial_balance

Get the trial balance (initial balance, debits, credits and final balance per account) for a period, in the company currency. Pass month 0 for the whole fiscal year, or 1-12 for a single month.

create_transfer

Create a transfer between two bank/cash accounts (given by name or code) for an amount. Assumes both accounts share the same currency. Returns a link to the created transfer.

delete_transfer

Delete a bank transfer by its document number. Reverses posting through the system and is blocked when it has linked documents. This cannot be undone.

get_transfer

Get the detail of a single bank transfer by its document number.

search_transfers

List bank transfers with an optional date range. Returns the 50 most recent matches with document id, date, currency and total.

create_bill_payment

Record a payment to a vendor as an advance (NOT applied to specific bills) for a given amount. The money leaves the given cash/bank account (by name or code), or the default cash account when omitted. The document currency is that account's currency.

delete_bill_payment

Delete a vendor payment (advance) by its document number. Reverses posting through the system and is blocked when it has linked documents. This cannot be undone.

get_bill_payment

Get the detail of a single vendor payment (advance) by its document number.

search_bill_payments

List vendor payments (advances) with optional filters by vendor name and date range. Returns the 50 most recent matches with document id, date, vendor, currency and total.

get_available_cash_by_bank

Get the available balance of each bank account. Optionally filter by account name (leave empty for all).

get_available_cash_in_bank

Get the total available cash across all bank accounts, expressed in the company currency.

Sin parámetros.

get_current_loans

Get the current outstanding balance of each loan, expressed in the company currency.

Sin parámetros.

get_monthly_collections

Get total collections (cash received from customers) broken down by month for a year.

get_company_name

Get the name of the company (or subsidiary) the user is signed in to.

Sin parámetros.

get_default_currency

Get the default (functional) currency of the company or subsidiary the user is signed in to.

Sin parámetros.

create_contact

Create a new contact. At least a first name, last name or e-mail is required; all other fields are optional. Pass relationshipID to link the contact to a customer or vendor. Returns the new contact id.

delete_contact

Delete a contact by its id. Fails when the contact has linked records (transactions, opportunities, trips, activities, fixed assets). This cannot be undone.

get_contact

Get a contact by its id (name, phone, e-mail, position, department, birthday).

get_contact_info

Find a contact by full name and return their details (phone, e-mail, position, department, birthday). Returns matches when the name is ambiguous.

search_contacts

Search contacts by name, e-mail, phone or position and return a summary list (top 20 matches). Pass an empty search to list the first 20 contacts.

update_contact

Update an existing contact by its id. Only the fields you pass are changed; leave a field empty to keep its current value. The contact must keep at least a first name, last name or e-mail.

create_credit_memo

Create a customer credit memo (credit note) for a customer (by name) for one item (by SKU or name) and quantity. Fiscal numbering (NCF), taxes and posting are handled by the system. Returns a link to the created credit memo.

delete_credit_memo

Delete a customer credit memo by its document number. Reverses posting/stock through the system and is blocked when it has linked documents. This cannot be undone.

get_credit_memo

Get the full detail of a single customer credit memo by its document number, including header (customer, currency, total) and line items.

search_credit_memos

List customer credit memos with optional filters by customer name and date range. Returns the 50 most recent matches with document id, date, customer, currency and total.

create_customer

Create a new customer. Only the name is required; all other fields are optional. Returns the new customer id.

delete_customer

Delete a customer by its id. Fails when the customer has linked records (transactions, budgets, etc.).

get_aged_receivables

Get the accounts-receivable aging report summarized by customer, in the company currency. Buckets are 30-day periods since the document date (0-30, 31-60, 61-90, over 90). Lists the top 50 customers by balance.

Sin parámetros.

get_customer_balance

Find a customer by name and return their accounts-receivable balance and overdue amount in the company currency.

get_customer_info

Find a customer by name and return their profile (currency, sales rep, payment terms, discount) together with their contacts. Returns matches when the name is ambiguous.

search_customers

Search customers by name, code or fiscal ID and return a summary list (top 20 matches). Pass an empty search to list the first 20 customers.

update_customer

Update an existing customer by its id. Only the fields you pass are changed; leave a field empty to keep its current value.

create_department

Create a department. Only the name is required; pass a parent department name to nest it. Returns the new id.

delete_department

Delete a department by its id. Blocked by the system when it is in use. This cannot be undone.

get_department

Get a department by its id.

search_departments

List departments filtered by name (empty for all). Returns the first 50 with id and name.

create_deposit

Create a bank deposit: money enters the destination bank account with an offsetting source account as the counterpart. Both accounts are given by name or code. Returns a link to the created deposit.

delete_deposit

Delete a bank deposit by its document number. Reverses posting through the system and is blocked when it has linked documents. This cannot be undone.

get_deposit

Get the detail of a single bank deposit by its document number.

search_deposits

List bank deposits with an optional date range. Returns the 50 most recent matches with document id, date, currency and total.

create_employee

Create an employee (a non-user employee, without a login). First and last name are required. Returns the new employee id.

delete_employee

Delete an employee by its id. Blocked by the system when the employee is in use. This cannot be undone.

get_employees

Get the list of active employees with their contact details, position and department.

Sin parámetros.

update_employee

Update an employee's basic data by its id. Only the fields you pass are changed; leave a field empty to keep its current value. User-group membership and system access are never modified by this tool.

who_is_out_today

Get the employees who are out of office today (approved time off), with their return date.

Sin parámetros.

who_am_i

Returns the username of the currently authenticated user.

Sin parámetros.

create_item

Create an inventory item. SKU and name are required (SKU may be left empty when the company auto-numbers items). The unit-of-measure conversion plan and unit are picked automatically when the company has only one of each; otherwise pass their names. Returns the new item id.

delete_item

Delete an inventory item by its id. Blocked by the system when the item has linked records (transactions, stock, kits, price lists). This cannot be undone.

get_item

Get the detail of a single item by SKU or name (unique match), including item type and units of measure.

get_items_low_stock

Get items whose stock has fallen to or below their reorder level, per location.

get_item_stock

Get the stock on hand for an item (by SKU or name) at a location (by name).

search_items

Search inventory items and services by SKU or name and return a summary list (top 20 matches). Pass an empty search to list the first 20 items.

update_item

Update an inventory item by its id. Only the fields you pass are changed; leave a field empty to keep its current value. The conversion plan cannot be changed here because it would invalidate existing stock.

create_invoice

Create a credit (on-account) sales invoice for a customer (by name) for one item (by SKU or name) and quantity. Fiscal numbering (NCF), taxes and posting are handled by the system. Returns a link to the created invoice.

delete_invoice

Delete a credit sales invoice by its document number. Reverses posting/stock through the system and is blocked when the invoice has linked documents. This cannot be undone.

get_invoice

Get the full detail of a single credit sales invoice by its document number, including header (customer, currency, total, pending balance) and line items.

search_invoices

List credit (on-account) sales invoices with optional filters by customer name, date range and open-balance only. Cash sales are in search_sales_receipts. Returns the 50 most recent matches with document id, date, customer, total and pending balance.

create_item_class

Create an item class. Only the name is required; pass a parent class name to nest it. Returns the new id.

delete_item_class

Delete an item class by its id. Blocked by the system when it is in use. This cannot be undone.

get_item_class

Get an item class by its id.

search_item_classes

List item classes filtered by name (empty for all). Returns the first 50 with id and name.

search_journals

List manual journal entries with an optional date range. Returns the 50 most recent matches with document id, date, currency and total (total debit = total credit).

create_kit

Create a kit. The name and at least one component are required, and so is the SKU unless the company is configured to auto-number kits. Components that require lots or serial numbers, or that have attributes, are rejected by the system and must be handled from the Kits screen. Returns the new kit id.

delete_kit

Delete a kit by its id. Blocked by the system when the kit has linked records (transactions, price lists). Deleting a kit does not delete its component items. This cannot be undone.

get_kit

Get a kit by its id, including its component items with quantities and units of measure.

search_kits

Search kits by SKU or name and return a summary list (top 20 matches). Pass an empty search to list the first 20 kits.

update_kit

Update a kit by its id. Only the fields you pass are changed; leave a field empty to keep its current value. Passing components REPLACES the whole component list, so send every component the kit should end up with; omit it to keep the current components.

create_opportunity

Create a new CRM sales opportunity (lead) with a name, phone and contact. Returns a link to the created opportunity.

delete_opportunity

Delete a sales opportunity by its id. Fails when the opportunity has linked records (transactions). This cannot be undone.

get_opportunities_to_contact

Get open sales opportunities that are overdue for follow-up (no recent contact within the reminder window).

Sin parámetros.

get_opportunity

Get a sales opportunity by its id (name, contact, customer, sales stage, revenue and document date).

search_opportunities

Search sales opportunities by name, contact, phone, e-mail or customer name and return a summary list (top 20 matches). Pass an empty search to list the most recent opportunities.

create_payment

Record a customer payment as an advance/prepayment (NOT applied to specific invoices) for a given amount. The money is received into the given cash account (by name or code), or the default cash account when omitted. The document currency is that account's currency.

delete_payment

Delete a customer advance/prepayment by its document number. Reverses posting through the system and is blocked when it has linked documents. This cannot be undone.

get_payment

Get the detail of a single customer payment (advance/prepayment or cash receipt) by its document number.

get_pending_payments_to_authorize

Get the count of payments that are pending authorization.

Sin parámetros.

search_payments

List customer payments (cash receipts) with optional filters by customer name and date range. Returns the 50 most recent matches with document id, date, customer, reference and amount.

create_payment_term

Create a payment term. Only the name is required. Returns the new id.

delete_payment_term

Delete a payment term by its id. Blocked by the system when it is in use. This cannot be undone.

get_payment_term

Get a payment term by its id.

search_payment_terms

List payment terms filtered by name (empty for all). Returns the first 50 with id and name.

create_purchase_order

Create a purchase order for a vendor (by name) for one item (by SKU or name), quantity and unit cost. A purchase order does not post to the ledger or move inventory. Returns a link to the created order.

delete_purchase_order

Delete a purchase order by its document number. Blocked by the system when the order has linked documents. This cannot be undone.

get_pending_purchase_orders_to_authorize

Get the count of purchase orders that are pending authorization.

Sin parámetros.

get_purchase_order

Get the full detail of a single purchase order by its document number, including header (vendor, currency, total) and line items.

search_purchase_orders

List purchase orders with optional filters by vendor name and date range. Returns the 50 most recent matches with document id, date, vendor, currency and total.

create_quote

Create a sales quote for a customer (by name) for one item (by SKU or name) and quantity. The item must have a price in the customer's currency. Returns a link to the created quote.

delete_quote

Delete a sales quote by its document number. Blocked by the system when the quote has linked documents. This cannot be undone.

get_quote

Get the full detail of a single sales quote by its document number, including header (customer, currency, total) and line items.

search_quotes

List sales quotes with optional filters by customer name and date range. Returns the 50 most recent matches with document id, date, customer, currency and total.

get_monthly_sales

Get total sales broken down by month for a year.

get_sales

Get sales for a specific year

get_sales_by_item_class

Get total sales of a year grouped by item class (product line).

get_sales_by_sales_rep

Get total sales of a year grouped by sales representative.

get_sales_for_customer

Get the sales of a year for a specific customer, found by name.

get_top10_sales_by_customer

Get the 10 customers with the highest sales for a year.

get_top10_sales_by_item

Get the 10 items with the highest sales (amount and quantity) for a year.

create_sales_order

Create a sales order for a customer (by name) for one item (by SKU or name) and quantity. Requires a single predefined sales location. Returns a link to the created order.

delete_sales_order

Delete a sales order by its document number. Blocked by the system when the order has linked documents. This cannot be undone.

get_pending_sales_orders_to_authorize

Get the count of sales orders that are pending authorization.

Sin parámetros.

get_sales_order

Get the full detail of a single sales order by its document number, including header (customer, currency, total) and line items.

search_sales_orders

List sales orders with optional filters by customer name and date range. Returns the 50 most recent matches with document id, date, customer, currency and total.

create_sales_receipt

Create a cash sale (sales receipt) for a customer (by name) for one item (by SKU or name) and quantity. The payment is posted to the default cash account; the document currency is that account's currency. Fiscal numbering, taxes and posting are handled by the system. Returns a link to the created receipt.

delete_sales_receipt

Delete a cash sale (sales receipt) by its document number. Reverses posting/stock through the system and is blocked when it has linked documents. This cannot be undone.

get_sales_receipt

Get the full detail of a single cash sale (sales receipt) by its document number, including header (customer, currency, total) and line items.

search_sales_receipts

List cash sales (sales receipts) with optional filters by customer name and date range. Returns the 50 most recent matches with document id, date, customer, currency and total.

create_service

Create a service. The name is required, and so is the SKU unless the company is configured to auto-number services. Services need no units of measure. Returns the new service id.

delete_service

Delete a service by its id. Blocked by the system when the service has linked records (transactions, kits, price lists). This cannot be undone.

get_service

Get a service by its id (SKU, name, descriptions, item class, whether it can be sold or purchased).

search_services

Search services by SKU or name and return a summary list (top 20 matches). Pass an empty search to list the first 20 services.

update_service

Update a service by its id. Only the fields you pass are changed; leave a field empty to keep its current value.

get_current_context

Show who you are signed in as and which company and user group (role) the tools are currently acting on. Call this first if you are unsure of the active company/role.

Sin parámetros.

list_companies

List the companies the signed-in user can access, so one can be picked with select_company. For each company it reports its plan (Basic, Standard, Enterprise, ...) and its type (Demo, Trial or Paid). Marks the company currently in use.

Sin parámetros.

list_user_groups

List the user groups (roles) available in the currently selected company, so one can be picked with select_user_group. Marks the group currently in use.

Sin parámetros.

select_company

Set the company the tools operate on, by its name or id. Switching company clears the current user group; when the new company has a single group it is selected automatically, otherwise call select_user_group next.

select_user_group

Set the user group (role) the tools operate as, by its name or id, within the currently selected company. Select a company first with select_company.

get_tax_code

Get a tax code (schedule) by its id, including the taxes it groups.

search_tax_codes

List tax codes filtered by name (empty for all). Returns the first 50 with id and name.

delete_time_off

Delete (cancel) one of your own time off requests by its id — the id register_time_off returned. Only your own requests can be deleted, and the system blocks the deletion when the request already has linked records. This cannot be undone.

get_my_vacation_days

Get how many vacation days the authenticated user has left, detailed for each labor-contract period where they still have open (pending) days. Vacation days are calculated only for the Dominican Republic.

Sin parámetros.

register_time_off

Register a new time off request for the authenticated user. Provide the time off reason by name (e.g. 'Vacaciones', 'Enfermedad'), the start and end dates, and optional notes. For vacation reasons a labor-contract period is required — get it from get_my_vacation_days (the PeriodID field).

create_bill

Create a vendor bill for a vendor (by name) for one item (by SKU or name), quantity and unit cost. Taxes, fiscal numbering and posting are handled by the system. Returns a link to the created bill.

delete_bill

Delete a vendor bill by its document number. Reverses posting/stock through the system and is blocked when the bill has linked documents. This cannot be undone.

get_bill

Get the full detail of a single vendor bill (including purchase with reception) by its document number, including header (vendor, currency, total, pending balance) and line items.

search_bills

List vendor bills (including purchases with reception) with optional filters by vendor name, date range and open-balance only. Returns the 50 most recent matches with document id, date, vendor, total and pending balance.

create_vendor_credit

Create a vendor credit (vendor credit note) for a vendor (by name) for one item (by SKU or name), quantity and unit cost. A reference (the vendor's document number) is required. Taxes and posting are handled by the system. Returns a link to the created vendor credit.

delete_vendor_credit

Delete a vendor credit by its document number. Reverses posting through the system and is blocked when it has linked documents. This cannot be undone.

get_vendor_credit

Get the full detail of a single vendor credit by its document number, including header (vendor, currency, total) and line items.

search_vendor_credits

List vendor credits with optional filters by vendor name and date range. Returns the 50 most recent matches with document id, date, vendor, currency and total.

create_vendor

Create a new vendor. Only the name is required; all other fields are optional. Returns the new vendor id.

delete_vendor

Delete a vendor by its id. Fails when the vendor has linked records (transactions, etc.) or when the record is also a customer.

get_aged_payables

Get the accounts-payable aging report summarized by vendor, in the company currency. Buckets are 30-day periods since the document date (0-30, 31-60, 61-90, over 90). Lists the top 50 vendors by balance.

Sin parámetros.

get_vendor_balance

Find a vendor by name and return their accounts-payable balance and overdue amount in the company currency.

get_vendor_info

Find a vendor by name and return their details (phone, e-mail, fiscal ID) together with their contacts. Returns matches when the name is ambiguous.

search_vendors

Search vendors by name, code or fiscal ID and return a summary list (top 20 matches). Pass an empty search to list the first 20 vendors.

update_vendor

Update an existing vendor by its id. Only the fields you pass are changed; leave a field empty to keep its current value.