AI agents for Dynamics 365 Business Central (app)

List companies

Lists the companies in the Business Central environment.

Find customers

Finds customers in a company by part of the name (as typed, case matters), by customer number, or changed since a time.

Find vendors

Finds vendors (suppliers) in a company by part of the name (as typed), by vendor number, or changed since a time.

Find items

Finds items (products and services) in a company by part of the description (as typed), item number or type.

List sales orders

Lists open (unposted) sales orders in a company, newest first, filtered by customer number, order number, status (Draft, In Review or Open) or order dates, optionally with their lines.

List sales quotes

Lists sales quotes in a company, newest first, filtered by customer number, quote number, status (Draft, Sent, Accepted or Expired) or document dates.

List sales invoices

Lists sales invoices in a company (draft and posted), newest first, filtered by customer number, invoice number, status.

List purchase orders

Lists open (unposted) purchase orders in a company, newest first, filtered by vendor number, order number, status (Draft, In Review or Open) or order dates.

List general ledger entries

Lists posted general ledger entries in a company, newest first, filtered by G/L account number, document number, document type or posting dates.

Query any API

Reads any Business Central API v2.0 collection in a company with OData $filter, $select, $orderby and $expand, so nothing is out of reach.

Create a customer

Creates a customer in a company with a name and optional type, address, phone, email, website and currency (leave the currency empty for the company's own).

Create a sales order

Creates a draft sales order for a customer (by customer number), with an optional order date, the customer's own reference (external document number), requested delivery date and currency.

Add a sales line

Adds a line to a draft sales order, sales quote or sales invoice.

Create a sales quote

Creates a draft sales quote for a customer (by customer number), with an optional document date, the customer's reference and currency.

Create a purchase order

Creates a draft purchase order for a vendor (by vendor number), with an optional order date, requested receipt date and currency.

Add a purchase order line

Adds a line to a draft purchase order: an item (by item number), a G/L account or a comment, with a quantity, and optionally a description, direct unit cost, discount percent.