AI agents for Acumatica

Query an entity

Reads any entity of the Default endpoint by name, like Customer, Contact, SalesOrder, SalesInvoice, Invoice, Payment, StockItem, NonStockItem, Vendor, Bill, PurchaseOrder, Case, Opportunity.

Find customers

Finds customers whose name contains a text, or by email address, status (like Active or On Hold) or class, or changed since a time.

Get a customer

Reads one customer by its customer ID, with its main contact (name, email, phones and address in MainContact), billing contact and contacts.

Find contacts

Finds contacts whose display name contains a text, or by email address or business account (customer, vendor or prospect ID).

Find sales orders

Lists sales orders for a customer, of an order type (SO by default setups), in a status (like Open, On Hold, Back Order, Completed), with a customer order number, or dated on or after a day.

Get a sales order

Reads one sales order by its order type and number, with its lines in Details (each with InventoryID, LineDescription, OrderQty, UnitPrice, UOM, WarehouseID and Amount).

Find invoices

Lists sales invoices (and their credit and debit memos) for a customer, in a status (like Open, Balanced, On Hold, Closed), open only (a balance left), or dated on or after a day.

Get an invoice

Reads one sales invoice by its type (Invoice, Debit Memo, Credit Memo …) and reference number, with its lines in Details.

Find stock items

Finds stock items whose description contains a text or whose item ID starts with one, optionally in an item class or only active ones, and optionally with the quantity on hand in each warehouse.

Find vendors

Finds vendors whose name contains a text, or by status or class.

Find purchase orders

Lists purchase orders for a vendor, in a status (like Open, On Hold, Pending Approval, Closed), with the vendor's reference, or dated on or after a day.

Find support cases

Lists support cases for a business account or contact, in a status, or whose subject contains a text.

Add or update a customer

Adds a customer, or updates the one with this customer ID: name, class, terms, email, phone and main address.

Add or update a contact

Adds a contact, or updates the one with this contact ID: first and last name, email, phone, job title and the business account (customer or vendor ID) it belongs to.

Enter a sales order

Enters a sales order of an order type (SO by default) for a customer, with the customer's order number, a description, a requested date, and lines.

Open a support case

Opens a support case in a case class (as set up on the Case Classes form), with a subject, a description, and optionally the business account and contact it is for, a priority.