finago_list_sales_orders
List Sales Orders
List Finago sales orders with date, status, customer, invoice, created, and modified filters. Can optionally include lines and attachment metadata for returned orders.
finago_list_sales_orders
List Finago sales orders with date, status, customer, invoice, created, and modified filters. Can optionally include lines and attachment metadata for returned orders.
finago_get_account_balances
Read Finago account balances and monthly changes for a date range, optionally for one account.
finago_get_profile
Read the connected Finago profile and organization information, with optional identifiers, licenses, license organization, and organization people.
finago_create_sales_order
Create a Finago sales order and optionally add line items. The order is created before lines are added, so a later line failure can leave a draft order without all intended lines.
finago_list_products
List Finago products with search, product number, category, supplier, and pagination filters. Use categories, units, and price lists from reference data before creating products.
finago_get_file_upload_status
Check the status of a Finago file upload and retrieve the documentId once Finago finishes processing it.
finago_list_transaction_lines
Read Finago ledger transaction lines for a required date range with filters for creation/modification time, transaction, customer, account, invoice, currency, dimensions, and pagination.
finago_get_document
Read Finago document metadata and optionally download the document through Slate attachments. Downloaded content is never returned inline.
finago_get_sales_order
Read one Finago sales order by ID with optional line items and attachment metadata.
finago_upload_transaction_file
Upload a file for later attachment to a Finago transaction. The tool initiates the upload, uploads the provided base64 bytes to Finago’s presigned URL, and returns file metadata only.
finago_list_accounts
List Finago chart-of-accounts records and optionally search by account number or name. Use this before posting transactions or choosing sales order revenue accounts.
finago_upsert_product
Create or update a Finago product. Creating a product requires a name and categoryId; updating requires productId and at least one product field.
finago_list_reference_data
Read Finago reference data used by accounting, product, and sales workflows, including taxes, currencies, payment methods, transaction types, periods, product categories, units, price lists, sales types, and dimensions.
finago_upsert_customer
Create or update a Finago company/person customer. Company create requires isCompany=true and name; person create requires isCompany=false with firstName and lastName. Finago PATCH does not change customer type.
finago_list_customers
List Finago customers and suppliers with filters for organization number, company/person, created or modified timestamp, sorting, and pagination.
Manage Finago Office (24SevenOffice) accounting and ERP workflows. Read organization context, accounts, taxes, currencies, payment methods, transaction types, customers, products, sales orders, account balances, and transaction lines. Create or update customers and products, create sales orders with lines, and upload or retrieve accounting documents.
Common questions about connecting Finago to AI agents with Metorial.