AI agents for MYOB Business

Find customers

Lists customer cards, by part of the company or last name, an email address, a card ID, active only, or any OData $filter (like CurrentBalance gt 0).

Get a customer

Reads one customer card by its UID: names, card ID, addresses (up to five, with phones and emails), notes, current balance, selling details.

Find suppliers

Lists supplier cards, by part of the company or last name, a card ID, active only, or any OData $filter.

Find sale invoices

Lists sale invoices of every layout, newest first, by status (Open, Closed, Credit), customer, invoice number, a date range, or any OData $filter.

Get a sale invoice

Reads one sale invoice by its layout (the InvoiceType from "Find sale invoices") and UID, with its lines.

Find sale quotes

Lists sale quotes of every layout, newest first, by customer, a date range, or any OData $filter.

Find bills

Lists purchase bills of every layout, newest first, by status (Open, Closed, Debit), supplier, a date range, or any OData $filter.

Find customer payments

Lists payments received from customers, newest first, by customer, a date range, or any OData $filter.

Find items

Lists inventory items (products and services), by part of the name, an item number, active only, sold or bought, or any OData $filter.

List accounts

Lists the chart of accounts, optionally one classification (Asset, Liability, Equity, Income, CostOfSales, Expense, OtherIncome, OtherExpense), posting accounts only.

List tax codes

Lists the company file's tax codes.

Find banking transactions

Lists receive-money or spend-money transactions (money in or out of a bank account that is not a customer or supplier payment), newest first, in a date range or by any OData $filter.

Get company details

Reads the company file's business details: CompanyName, Address, PhoneNumber, FaxNumber, EmailAddress, ABNOrTFN, ACN, SalesTaxNumber and SerialNumber.

Add a customer

Adds a customer card: a company name, or a person's first and last name, with the tax code and freight tax code its sales use.

Create a service invoice

Creates a service-layout sale invoice for a customer, dated a day, with lines of description, total (or units and unit price), income account and tax code.

Enter a service bill

Enters a service-layout purchase bill from a supplier, dated a day, with lines of description, total, expense account and tax code.