getSalesOrderWithFilters

Tool Description	Retrieves sales orders with an option to filter by customer, date range, and status. Use the date format MM/DD/YYYY when specifying the dates.
Annotation	Get Sales Order with Filters

Properties

Property	Type	Required or Optional	Description
customerId	string	Optional	Filter by specific customer internal ID.
dateFrom	string	Optional	Start date for the date range filter in the format MM/DD/YYYY.
dateTo	string	Optional	End date for the date range filter in the format MM/DD/YYYY.

Permissions

Only user roles with the following permissions can see this tool in the AI client.

Permission ID	Permission Name	Level
TRAN_FIND	Find Transaction	VIEW
TRAN_SALESORD	Sales Order	VIEW
LIST_CUSTJOB	Customers	VIEW
LIST_EMPLOYEE_RECORD	Employee Record	VIEW
LIST_EMPLOYEE	Employees	VIEW
TRAN_CUSTINVC	Invoice	VIEW
REPO_BOOKINGS	Sales Order Reports	VIEW

Related Topics

• Available Tools in the MCP Sample Tools SuiteApp

General Notices