Sellsy MCP by usefulapi

WRITE: add a comment (note) to a company, individual, contact, opportunity or document. Visible to the Sellsy staff, not sent to the customer. Needs comments.write.

WRITE: create a company record in Sellsy (a prospect, client or supplier). Needs companies.write. Nothing is sent to the company.

WRITE: create a contact (a person) in Sellsy. It is not linked to a company by this call. Needs contacts.write.

WRITE: preview a Sellsy estimate with free-text or catalog rows; only confirm:true plus the approved preview_hash creates it. Supply a stable operation_id and reuse it for retries. Single rows require a decimal unit_amount; catalog rows can omit it to inherit the catalog price shown in preview. Zero is explicit; blank/null prices are rejected. related links a company/individual and its opportunities. Uses estimates.read and estimates.write; the write endpoint is open beta. A new estimate defaults to draft. Never sends, changes status, signs or charges. Confirmed writes require hosted persistent operation storage.

WRITE: create an individual (a private person as prospect, client or supplier) in Sellsy. Needs individuals.write.

WRITE: create a sales opportunity linked to a company, individual or contact. Needs a pipeline id and one of its step ids (see sellsy_list_opportunity_pipelines and sellsy_list_pipeline_steps). Needs opportunities.write.

WRITE: create a task, optionally attached to a record and assigned to staff. Needs a label id (see sellsy_list_task_labels) and a due date-time. Needs tasks.write.

Read the durable state and verified estimate id for this hosted personal API client's operation_id. Keep the original client to reconcile an uncertain attempt; changing credentials does not carry operation history to another client. An uncertain attempt is not automatically replayed.

Get one company by id. Needs companies.read.

Get one contact by id. Needs contacts.read.

Get one credit note by id. Needs credit-notes.read.

Get one estimate by id, with its rows and amounts. Needs estimates.read.

Read the documented pdf_link from an authorized Sellsy estimate. Returns the vendor URL for the user/client to open; does not download, parse or claim to read PDF contents. The link can change after edits. Needs estimates.read.

Get one individual by id. Needs individuals.read.

Get one invoice by id, with its rows, amounts and status. Needs invoices.read.

Get one catalog item by id. Needs items.read.

Get one opportunity by id. Needs opportunities.read.

Get one order by id. Needs orders.read.

Get one task by id. Needs tasks.read.

List companies (customers, prospects, suppliers) with paging. Needs companies.read.

List the contacts linked to one company (GET /companies/{id}/contacts). Needs companies.read and contacts.read.

List contacts (people at companies) with paging. Needs contacts.read.

List credit notes with paging. Needs credit-notes.read.

List the files/directories attached to an estimate through its documented open-beta endpoint. Requires estimates.read and files.read. Does not upload, associate or read file contents.

List estimates (quotes) with paging. Needs estimates.read.

List individuals (private customers, prospects, suppliers) with paging. Needs individuals.read.

List the payments linked to one invoice. Needs invoices.read and payments.read.

List invoices with paging. Needs invoices.read.

List catalog items (products, services, shipping, packaging) with paging. Needs items.read.

List sales opportunities with paging. Needs opportunities.read.

List the sales pipelines (needed to create an opportunity: pipeline id and step id). Needs opportunities.read.

List orders with paging. Needs orders.read.

List the steps of one opportunity pipeline. Needs opportunities.read.

List the staff members of the account (the list may hold only yourself, depending on the Sellsy plan). Needs staffs.read.

List the task labels (a label id is required to create a task). Needs tasks.read.

List tasks with paging. Needs tasks.read.

WRITE: move an existing opportunity to another step of its pipeline, or to a step of another pipeline (then pass that pipeline too). Only the step (and the pipeline) change; the name, amount, status and links stay. Get the ids from sellsy_get_opportunity, sellsy_list_opportunity_pipelines and sellsy_list_pipeline_steps. Needs opportunities.write.

Free-text search over companies, individuals, contacts, opportunities, items, documents and staff in one call (GET /search). Use it to find a record by name, email or number when you do not know its type. Needs the search.read scope.

Search comments and notes by author, date, parent comment or the company/individual/contact they are attached to. Needs comments.read.

Search companies by name, email, type (prospect/client/supplier), reference, VAT, SIRET, country, postal code, creation or update date. Needs companies.read.

Search contacts by last name, email, phone, linked company or individual, creation date. Needs contacts.read.

Search estimates by status, number, date, currency, owner, contact or related company/individual/opportunity. Needs estimates.read.

Search individuals by name, email, type, reference, country, postal code, creation or update date. Needs individuals.read.

Search invoices by status (draft/due/payinprogress/paid/late/cancelled), number, date, currency, owner, or related company/individual/opportunity. Use it for unpaid or late invoices. Needs invoices.read.

Search catalog items by name, reference or type. Needs items.read.

Search opportunities by name, number, pipeline, step, status (open/won/lost/cancelled/closed/late), amount, owner or due date. Needs opportunities.read.

Search orders by status or delivery status, or related company/individual/opportunity. Needs orders.read.

Search payments by status (pending/confirmed/rejected/failed/refund) or related company/individual. Needs payments.read.

Search tasks by status (todo/done), owner, assignee, label, due date or related record. Needs tasks.read.

WRITE: update only a draft estimate, after preview and user approval. A fresh full snapshot and computed prices/totals must still match preview_hash. Supply all current row ids exactly once in existing order (unchanged rows as {id}), followed by optional new free-text/catalog/comment rows. Omit rows to leave them untouched. This tool never deletes or reorders rows, sends, changes status, signs or charges. Related is the complete approved list of customer/opportunity links. Needs estimates.read/write; the write endpoint is open beta. Reuse operation_id after a lost reply; check operation status before any different operation.