Sales

sales_documentsreads only

Sales documents

Quotations, sales orders, invoices or delivery receipts, newest first: the number, the customer, the project, the status and the amount. `overdueOnly` and `expiredOnly` narrow to what needs chasing.

Someone asks: “Which invoices are overdue?”

Input

{
  "kind": "invoice",
  "overdueOnly": true
}

What comes back

2 of 2 invoices:
INV-2026-0912-03 · Acme Steel Corporation · Acme Steel - Bridge retrofit · sent · PHP 248000.00 (balance 248000.00) · overdue · id 1f2a3b4c-5d6e-4f7a-8b8c-9d0e1f2a3b4c
INV-2026-0820-01 · Northwind Builders · — · sent · PHP 96500.00 (balance 46500.00) · overdue · id 2a3b4c5d-6e7f-4a8b-9c9d-0e1f2a3b4c5d

Structured content

{
  "documents": [
    {
      "publicId": "1f2a3b4c-5d6e-4f7a-9b8c-0d1e2f3a4b5c",
      "documentNo": "INV-2026-0912-03",
      "customerName": "Acme Steel Corporation",
      "projectName": "Acme Steel - Bridge retrofit",
      "status": "sent",
      "currency": "PHP",
      "total": "248000.00",
      "balance": "248000.00",
      "overdue": true
    }
  ],
  "total": 2
}

receivablesreads only

Receivables

What customers owe: the total outstanding, how much is overdue and how much falls due soon, with the ageing buckets. Pass customers to get each one's balance instead.

Someone asks: “How much are we owed?”

Input

{}

What comes back

As of 2026-10-15, in PHP:
outstanding 1294500.00 across 14 invoice(s)
overdue 294500.00 across 2
due within 7 days: 180000.00 across 3
Ageing buckets:
  {"label":"Current","count":9,"value":"1000000.00"}
  {"label":"1–30 days","count":2,"value":"248000.00"}
  {"label":"31–60 days","count":1,"value":"46500.00"}

Structured content

{
  "aging": {
    "today": "2026-10-15",
    "currency": "PHP",
    "outstanding": {
      "count": 14,
      "value": "1294500.00"
    },
    "overdue": {
      "count": 2,
      "value": "294500.00"
    },
    "dueSoon": {
      "count": 3,
      "value": "180000.00"
    },
    "dueWithinDays": 7,
    "buckets": []
  }
}

sales_pipelinereads only

Quotation pipeline

Quotations by status with their count and value: what is open, what is waiting on a customer, and what is expiring soon or already expired.

Takes no input.

Someone asks: “What is in the quotation pipeline?”

Input

{}

What comes back

As of 2026-10-15, in PHP:
total 23 worth 4820000.00
open 11 worth 2310000.00
awaiting the customer 6 worth 1450000.00
expiring within 14 days: 2 worth 320000.00
expired 3 worth 410000.00
By status:
  draft: 4 worth 540000.00
  sent: 6 worth 1450000.00
  accepted: 9 worth 2420000.00
  declined: 4 worth 410000.00

Structured content

{
  "pipeline": {
    "today": "2026-10-15",
    "currency": "PHP",
    "total": {
      "count": 23,
      "value": "4820000.00"
    }
  }
}