Tools & API Reference

AI-native ERP provides a comprehensive set of tools for reading, writing, analyzing, and managing your financial data. Every operation -- from a simple vendor lookup to a complex consolidated financial statement -- is accessible through natural language conversation. This reference covers the major tool categories and when to use each one.

Query Tools#

Three query tools cover all read operations. Search performs free-text matching across an entity's key fields -- search for "Acme" across vendors and find Acme Corp, Acme Supplies, and Acme Holdings. Get Entity retrieves a single record by ID with all its related data (addresses, bank accounts, transaction lines). List Entities provides filtered, paginated listings with support for date ranges, status filters, and sorting.

You do not need to know which tool to use. Describe what you want to find, and the system selects the right approach. If you need all pending vendor bills due this week, the system uses list with date and status filters. If you want to look up a specific transaction, it uses get. If you are searching for a vendor whose name you partially remember, it uses search.

Analytics Tools#

The aggregation engine lets you perform ad-hoc analytical queries across any entity type. You can group by one to three columns, apply functions like SUM, COUNT, AVG, MIN, and MAX, filter by any field, and bucket results by time period (month, quarter, year). This is the tool behind questions like "total spend by vendor this quarter" or "count of invoices by status and month."

Reporting Tools#

The reporting system generates 41 report types across nine categories. Financial reports include trial balance, balance sheet, income statement, and cash flow statement. Aging reports show AR and AP by aging bucket. Tax reports cover sales tax, VAT, and 1099 compliance. Operational reports analyze revenue by customer and expense by vendor. SaaS metrics include MRR, ARR, churn, and customer lifetime value. Budget reports show variance analysis by account and period.

Write Operations#

All create, update, and delete operations flow through a single universal gateway. You specify the object type, operation, and data, and the system routes it through the appropriate workflow with validation, approval routing, and execution. The same gateway handles creating a vendor, posting a journal entry, approving a payment batch, or updating a customer record.

Before submitting any write operation, you can check the required fields using the schema discovery tool. You can also run a validation-only pass to verify your data without creating any records. This two-step approach prevents errors and gives you confidence before committing changes.

Workflow Tools#

Workflow management tools let you view your pending approval tasks, inspect task details, approve or reject pending items, add comments to workflows, and edit submitted data before final approval. This provides a complete work queue for managing the approval obligations that come with proper financial controls.

Currency and Pricing#

Utility tools handle currency conversion (amount, source currency, target currency, date) and effective price calculation (item, entity, customer, quantity). These tools use your configured exchange rates and pricing rules to return accurate results based on current data.