> This page is for Agent Handler. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Microsoft Dynamics 365 Business Central **Authentication:** OAuth or access token. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app. ## Sample use cases * Create a sales order for customer `C00010` and ship and invoice it once it is picked * List unposted purchase invoices from vendor `Fabrikam Inc.` and post the approved ones * Add a general journal line for a month-end accrual and post the journal ## Available Tools #### list_customers List customers in a Business Central company. Use list_companies to find company_id. Supports OData $filter, $select... #### get_customer Get one customer by its GUID, including its '@odata.etag' for safe updates. Use list_customers to find customer_id. #### create_customer Create a customer. Only the name is required. Note the API cannot set Customer Posting Group, so a customer created... #### update_customer Update fields on an existing customer. Only the supplied fields change. Pass the etag from get_customer to fail... #### delete_customer Delete a customer. Business Central refuses this if the customer has ledger entries or open documents, which is... #### list_companies List the companies in the connected Business Central environment. Run this first: every other tool needs a... #### list_entities List the API entity sets this Business Central environment exposes, such as customers or salesInvoices. Use it to... #### discover_entity_metadata Inspect one entity set's fields and expandable relations by sampling a real record. Use before building a \$filter... #### list_accounts List the chart of accounts for a company. Only accounts whose account_type is 'Posting' can take journal entries... #### get_account Get one general ledger account by GUID, including its category, type and net change. Use list_accounts to find... #### list_journals List general journal batches in a company. A batch holds unposted journal lines until post_journal commits them. Use... #### list_journal_lines List the unposted lines in one journal batch. A journal GUID is required because Business Central cannot list... #### create_journal_line Add an unposted line to a journal batch. A positive amount debits the account and a negative amount credits it. The... #### update_journal_line Update an unposted journal line. Only the supplied fields change, and only while the line is unposted. Pass the etag... #### delete_journal_line Delete an unposted journal line. A posted entry cannot be deleted; it has to be reversed with a balancing entry... #### post_journal Post every line in a journal batch to the general ledger at once. The batch must balance, so debits and credits have... #### list_payment_journals List customer or vendor payment journal batches, selected with the party parameter. Use this to find journal_id for... #### list_payments List customer or vendor payment lines from one payment journal batch, selected with the party parameter. A journal... #### list_records List records from any Business Central entity set, for entities with no dedicated tool such as salesQuotes or... #### get_record Get one record by GUID from any Business Central entity set, including its '@odata.etag' for safe updates. Use... #### create_record Create a record in any Business Central entity set. Use discover_entity_metadata on the entity set first to see... #### update_record Update a record in any Business Central entity set. Only the supplied fields change. Pass the etag from get_record... #### delete_record Delete a record from any Business Central entity set. Business Central refuses this for records with ledger entries... #### list_items List items in a Business Central company. Use list_companies to find company_id. Supports OData $filter, $select and... #### get_item Get one item by its GUID, including its '@odata.etag' for safe updates. Use list_items to find item_id. #### create_item Create an item in a Business Central company. Only the name is required; pass any other writable field via 'fields'... #### update_item Update fields on an existing item. Only the supplied fields change. Pass the etag from get_item to fail safely if... #### delete_item Delete an item. Business Central refuses this if the item has ledger entries or appears on open documents, which is... #### list_purchase_orders List purchase orders in a Business Central company. Use list_companies to find company_id and list_vendors to filter... #### get_purchase_order Get one purchase order header by GUID, including its '@odata.etag' for safe updates. Use list_purchase_order_lines... #### create_purchase_order Create a purchase order header. Lines are added separately with create_purchase_order_line, because Business Central... #### update_purchase_order Update header fields on a purchase order. Only the supplied fields change. Pass the etag from get_purchase_order to... #### delete_purchase_order Delete a purchase order and its lines. Only unreceived orders can be deleted; once received and invoiced the... #### list_purchase_order_lines List the lines on one purchase order. A purchase order GUID is required because Business Central cannot list order... #### create_purchase_order_line Add a line to a purchase order. Pass item_id when line_type is 'Item' and account_id when it is 'Account'. Note an... #### receive_and_invoice_purchase_order Receive and invoice a purchase order, creating posted receipt and invoice documents. Cannot be undone. Business... #### list_purchase_invoices List purchase invoices in a Business Central company. Supports OData $filter, $select and \$orderby; filter on status... #### get_purchase_invoice Get one purchase invoice header by GUID, including its '@odata.etag' for safe updates. Use... #### create_purchase_invoice Create a draft purchase invoice header. Lines are added separately with create_purchase_invoice_line. Set... #### update_purchase_invoice Update header fields on a draft purchase invoice. Only the supplied fields change. A posted invoice can no longer be... #### delete_purchase_invoice Delete a draft purchase invoice and its lines. A posted invoice cannot be deleted because it is in the general... #### list_purchase_invoice_lines List the lines on one purchase invoice. An invoice GUID is required because Business Central cannot list invoice... #### create_purchase_invoice_line Add a line to a draft purchase invoice. Pass item_id when line_type is 'Item' and account_id when it is 'Account'... #### post_purchase_invoice Post a draft purchase invoice to the general ledger. Posting renumbers the document and it can no longer be edited... #### list_sales_invoices List sales invoices in a Business Central company. Supports OData $filter, $select and \$orderby; filter on status to... #### get_sales_invoice Get one sales invoice header by GUID, including its '@odata.etag' for safe updates. Use list_sales_invoice_lines to... #### create_sales_invoice Create a draft sales invoice header. Lines are added separately with create_sales_invoice_line, because Business... #### update_sales_invoice Update header fields on a draft sales invoice. Only the supplied fields change. A posted invoice can no longer be... #### delete_sales_invoice Delete a draft sales invoice and its lines. A posted invoice cannot be deleted because it is in the general ledger... #### list_sales_invoice_lines List the lines on one sales invoice. An invoice GUID is required because Business Central cannot list invoice lines... #### create_sales_invoice_line Add a line to a draft sales invoice. Pass item_id when line_type is 'Item' and account_id when it is 'Account'. Use... #### post_sales_invoice Post a draft sales invoice to the general ledger. Posting renumbers the document, e.g. S-INV102311 becomes... #### post_and_send_sales_invoice Post a draft sales invoice and email it to the customer in one step. Use post_sales_invoice when the invoice should... #### cancel_sales_invoice Cancel a posted sales invoice by issuing a corrective credit memo. This is how a posted invoice is reversed, since... #### list_sales_orders List sales orders in a Business Central company. Use list_companies to find company_id. Supports OData \$filter... #### get_sales_order Get one sales order header by GUID, including its '@odata.etag' for safe updates. Use list_sales_order_lines to read... #### create_sales_order Create a sales order header. Lines are added separately with create_sales_order_line, because Business Central does... #### update_sales_order Update header fields on a sales order. Only the supplied fields change. Pass the etag from get_sales_order to fail... #### delete_sales_order Delete a sales order and its lines. Only unposted orders can be deleted; once shipped and invoiced the document is... #### list_sales_order_lines List the lines on one sales order. A sales order GUID is required because Business Central cannot list order lines... #### create_sales_order_line Add a line to a sales order. Pass item_id when line_type is 'Item' and account_id when it is 'Account'. Use... #### ship_and_invoice_sales_order Ship and invoice a sales order, creating posted shipment and invoice documents in the ledger. This cannot be undone... #### list_vendors List vendors in a Business Central company. Use list_companies to find company_id. Supports OData $filter, $select... #### get_vendor Get one vendor by its GUID, including its '@odata.etag' for safe updates. Use list_vendors to find vendor_id. #### create_vendor Create a vendor in a Business Central company. Only the name is required; pass any other writable field via... #### update_vendor Update fields on an existing vendor. Only the supplied fields change. Pass the etag from get_vendor to fail safely... #### delete_vendor Delete a vendor. Business Central refuses this if the vendor has ledger entries or open documents, which is expected...