Companies¶
Tenants of an accounting firm — list, synchronize, create.
Read tools¶
| Tool | Summary |
|---|---|
list_companies |
List companies (firms) available in SaldeoSMART. |
Write tools¶
Mutates customer data
Calls under this heading change the SaldeoSMART account. Confirm intent before invoking from an autonomous agent.
| Tool | Summary |
|---|---|
create_companies |
Create new client companies (and their admin users) in one shot (SS01). |
synchronize_companies |
Pin Saldeo company IDs to your ERP's program IDs (SS15). |
API reference¶
create_companies ¶
Create new client companies (and their admin users) in one shot (SS01).
Each entry creates a new Saldeo company plus the admin login that owns
it. The send_email flag controls whether Saldeo emails the welcome
message to the admin (default: skip). Saldeo answers per-company with
CREATED or MERGED (when the COMPANY_PROGRAM_ID already exists)
plus the resolved Saldeo COMPANY_ID and the generated PASSWORD.
Many required fields and irreversible side effects — usually low value for an interactive MCP session, but exposed here for completeness.
list_companies ¶
List companies (firms) available in SaldeoSMART.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
company_program_id
|
str | None
|
Optional. Filter by external program ID (e.g. an ERP-side identifier). If omitted, returns all companies. |
None
|
Returns:
| Type | Description |
|---|---|
CompanyList | ErrorResponse
|
CompanyList with each entry's company_id, program_id, name, short_name, |
CompanyList | ErrorResponse
|
vat_number, regon, address, city, postal_code. On Saldeo errors, |
CompanyList | ErrorResponse
|
an ErrorResponse with code, message, and optional per-item details. |
synchronize_companies ¶
Pin Saldeo company IDs to your ERP's program IDs (SS15).
Establishes the mapping that every other tool relies on (every other
endpoint expects company_program_id). Each row sets one
COMPANY_PROGRAM_ID for the matching COMPANY_ID — Saldeo answers
per-item with MERGED / NOT_VALID / CONFLICT.