getCustomerTransactions

Tool Description	Retrieves the transaction history for a specific customer. Use the date format MM/DD/YYYY when specifying the dates. Returns a list of transaction with the following fields: ID Date Document Number Type Customer ID Amount Status Memo Reference
Annotation	Get Customer Transactions

Properties

Property	Type	Required or Optional	Description
customerId	string	Required	ID of the customer in NetSuite.
dateFrom	string	Optional	Start date in the format MM/DD/YYYY.
dateTo	string	Optional	End date 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_CUSTINVC	Invoice	VIEW
TRAN_SALESORD	Sales Order	VIEW
LIST_CUSTJOB	Customers	EDIT
LIST_CONTACT	Contacts	VIEW

Related Topics

• Available Tools in the MCP Sample Tools

General Notices