69 MCP tools

busy_list_companies

Discovers the exact company codes and financial years your account can access — the starting point before any company-scoped question.

busy_get_analytics_freshness

Reports when your Busy data last synced and which voucher was most recently processed, so you know how current an answer is.

busy_get_profitability_readiness

Before any gross-profit or margin question, checks whether your company has the cost and valuation data required — and explains exactly what's missing if not.

busy_get_metric_catalog

Returns the canonical formula, sign convention, and freshness basis for every implemented metric — so the assistant never invents a calculation.

busy_get_dimension_catalog

Lists the verified filters, groupings, and hierarchies available for your company — including your own configured fields.

busy_plan_accounting_query

Recommends the right tool and expected result size for a broad or ambiguous request, across 61 canonical analysis goals — without running the query itself.

busy_resolve_entity

Turns a name you type into the exact record id another tool needs — and asks you to choose when more than one match is possible.

busy_get_canonical_customer_links

Shows whether one customer ledger has an approved link to the same customer's ledger in another company or financial year.

busy_list_customers

Use to find a customer, disambiguate a name, or read current master opening/balance/closing balance, credit and contact data for one company and financial year.

busy_get_customer_ledger

Use for debit/credit ledger entries of a known customer_id, including optional additional financial years.

busy_list_customer_outstanding

Use for outstanding receivables, pending invoice amounts, due dates and overdue days for a known customer_id.

busy_analyze_credit_line_outstanding

Use this tool for customer credit exposure, receivable balances, overdue amounts, credit-limit utilization, open bills, and as-on-date analysis.

busy_credit_risk_scorecard

Use this when the user needs a transparent priority scorecard for current customer credit exposure from authoritative Busy receivables.

busy_collection_priority_queue

Use this when the user needs a bounded daily work queue for human review of customer receivables.

busy_payment_behaviour_analysis

Use this when the user asks how long customers take to pay, late-payment rate, receipt-allocation trends, or payment behaviour grouped/filtered by a catalog-resolved customer field.

busy_working_capital_summary

Use this when the user asks for an as-of-date summary of trade receivables, trade payables, receivable aging, net trade ledger exposure, or changes between two dates.

busy_customer_360_summary

Use this after resolving one customer to an exact Busy customer-ledger ID when the user needs a compact combined view of receivables, current-versus-comparison sales, purchase cadence, top product groups, deterministic accounting risk flags, and optional peer-evidence product-group opportunities.

busy_list_suppliers

Use this when the user needs to find or disambiguate a supplier account before purchase-side analysis, or to inspect which Busy accounts have purchase, purchase-return, or purchase-order evidence in one company and financial year.

busy_get_supplier_ledger

Use this when the user needs debit/credit account movement, vouchers, counterparties, financial-year opening balance, period opening balance, or running and closing balance for one exact purchase-referenced supplier.

busy_list_supplier_outstanding

Use this when the user asks what is payable, due, overdue, or still open for suppliers as of a date.

busy_get_purchase_register

Use this when the user explicitly needs bounded voucher-level purchase or purchase-return audit evidence for one Busy company and financial year.

busy_get_purchase_register_products

Use this when the user explicitly needs bounded item-line purchase or purchase-return audit evidence, including supplier, product, item group, unit, effective purchase material centre, signed quantities, prices, and line amounts.

busy_list_pending_purchase_orders

Use this when the user asks for open, fulfilled, or over-linked supplier/item purchase-order quantities as of a date.

busy_purchase_trend_summary

Use this when the user asks for a compact purchase, purchase-return, quantity, or voucher-count time series for one Busy company and financial year.

busy_export_purchase_register

Use this only when the user explicitly asks to download or export a potentially large Busy purchase or purchase-return register without placing raw rows in model context.

busy_export_sales_register

Use this only when the user explicitly asks to download or export a potentially large Busy sales register without placing raw rows in the model context.

busy_list_pending_sales_orders

Use for open sales-order product quantities for a known customer_id.

busy_get_sales_register

Use for bounded voucher-level audit of company-wide sales invoices and sales returns with signed header totals.

busy_get_sales_register_products

Use only for explicit product-line sales/return audit across the company, including quantities, taxable values, GST, and line totals.

busy_get_customer_sales_register

Use only for explicit voucher-level audit of one customer's sales invoices, sales returns, and period totals.

busy_get_customer_product_sales_returns

Use for product-wise sale, return and net quantities and values for one exact customer and period.

busy_analyze_customer_product_group_sales

Use to identify which product groups one exact customer buys, their net sales and quantities, groups with no sales, contribution, ranking, and growth versus the previous equivalent period.

busy_rank_customers_by_product_group

Use this when the user asks for the top or ranked customer ledgers inside each Busy product group for a selected period, including month-, week-, or financial-quarter partitions.

busy_rank_product_groups_by_customer

Use this when the user asks which product groups contribute the most sales or quantity for every customer, a set of customer ledgers, or a customer group, without making one call per customer.

busy_rank_products_by_dimension

Use this when the user asks for the top products separately inside each customer, product group, material center, customer state, salesperson, or one compatible scoped customer/product field.

busy_top_entities_by_metric

Use this when the user asks which customers, groups, products, material centers, states, salespeople, or values of one compatible scoped customer/product field have the highest or lowest sales, returns, quantities, or invoice counts.

busy_sales_trend_summary

Use this when the user asks for a compact sales, return, quantity, or invoice-count time series, including grouping or filtering by a configured customer/product field such as Territory Manager, Channel, Dealer Type, or Brand.

busy_drilldown_metric

Use this only after an analytical row returns drilldown.

busy_compare_period_performance

Use this when the user asks how sales performance changed between two periods for a legacy entity or one configured customer/product field.

busy_detect_growth_decline

Use this when the user asks which legacy entities or configured customer/product-field values had the strongest material numeric increases or decreases between two periods.

busy_analyze_seasonality

Use this when the user asks which calendar months or Busy financial-year quarters repeatedly peak or weaken across years for a legacy entity or configured customer/product field.

busy_customer_activity_status

Use this when the user asks which Busy customers are active, slowing, inactive, dormant, or reactivated as of a date, including summaries or filters by a configured customer field.

busy_customer_repeat_purchase_analysis

Use this when the user asks about customer repeat-order frequency, reorder cycles, or cadence summaries by a configured customer field.

busy_customer_retention_cohorts

Use this when the user asks how customer cohorts retain over subsequent months or quarters, optionally segmented or filtered by a compatible customer field.

busy_customer_lifetime_value

Use this when the user asks for bounded historical customer value or transparent forward net-sales scenarios, including compact summaries or filters by a compatible customer field.

busy_customer_segmentation

Use this when the user needs customers divided into comparable RFMB sales-behavior segments, optionally summarized or filtered by a compatible customer field.

busy_product_movement_classification

Use this when the user asks which Busy products are fast-, medium-, slow-, non-moving, new, or dead stock as of a date, including filters or summaries by a product field resolved with busy_get_dimension_catalog.

busy_inventory_aging_and_dead_stock

Use this when the user needs a product-level dead-stock review or bounded inventory-inward recency buckets, including filters or compact summaries by a product field resolved with busy_get_dimension_catalog.

busy_stockout_and_lost_sales_risk

Use this when the user asks which products may run out of stock within a bounded horizon, including filters or compact summaries by a product field resolved with busy_get_dimension_catalog.

busy_product_substitution_analysis

Use this when the user asks for possible alternatives to one exact Busy product based on currently available catalog and stock evidence.

busy_product_return_and_warranty_analysis

Use this when the user asks which products have the highest observed sales-return quantities, values, or rates for a selected Busy period.

busy_analyze_product_group_performance

Use for company-wide product-group sales performance, including zero-sale groups, sold-product and invoice counts, quantities, returns, net sales, contribution, ranking, and previous-period growth.

busy_analyze_product_performance

Use for sales performance of selected products, all products in selected groups, or every product, optionally filtered or summarized by a product field resolved with busy_get_dimension_catalog.

busy_list_products

Use to find products or retrieve product master stock, pricing, hierarchy, tax and optional configured details for one company/year.

busy_pareto_analysis

Use this when the user asks which customers, products, direct groups, material centers, states, salespeople, or values of one compatible configured customer/product field generate a specified cumulative share of gross sales, sales returns, or return-adjusted net sales in one Busy period.

busy_abc_classification

Use this when the user asks to classify customers, products, direct groups, material centers, states, salespeople, or values of one compatible configured customer/product field into A, B, and C contribution tiers for one Busy period.

busy_sales_concentration_risk

Use this when the user asks whether sales depend heavily on a small number of customers, products, direct groups, material centers, states, salespeople, or values of one compatible configured customer/product field in one Busy period.

busy_price_realization_analysis

Use this when the user asks what effective tax-exclusive price a customer paid for a product, whether realized prices are below or above a selected current Busy product-master price or observed product median, or what revenue variance follows, optionally filtered or summarized by a product field resolved with busy_get_dimension_catalog.

busy_discount_and_margin_leakage

Use this when the user asks for the largest potential pricing leakage, below-benchmark customer-product sales, or a prioritized commercial review of selling-price gaps, optionally filtered or summarized by a product field resolved with busy_get_dimension_catalog.

busy_customer_product_group_matrix

Use this when the user needs a customer or customer-dimension × product-group matrix without transaction rows.

busy_analyze_product_group_penetration

Use this when the user asks which eligible product groups customers or customer-dimension values bought or missed.

busy_find_cross_sell_opportunities

Use this when the user asks which product groups to review with a customer or customer portfolio based on purchases by comparable peers.

busy_analyze_customer_group_migration

Use this when the user asks which exact Busy customer ledgers entered, exited, expanded, contracted, or remained stable in selected product groups between a base period and an earlier comparison period.

busy_branch_performance_scorecard

Use this when the user wants a comparative operating-location scorecard and explicitly accepts BUSY material centres as the available attribution basis.

busy_customer_state_performance_scorecard

Use this when the user wants to compare current customer-address states on sales, returns, net-sales growth, invoice activity, configurable evidence scores, targets, ranks, or exceptions.

busy_salesperson_performance_scorecard

Use this when the user wants to compare salespeople on BUSY-attributed sales, returns, net-sales growth, invoice activity, configurable evidence scores, targets, ranks, or exceptions.

busy_executive_dashboard_summary

Use this when the user asks for a compact company-level business overview covering return-adjusted sales and growth, exact customer receipt evidence, receivables, bounded customer activity, product movement counts, customer/group leaders, or high-level deterministic alerts.

busy_exception_alerts

Use this when the user asks only for current unusual or actionable high-level conditions across supported company sales, receivables, configured credit limits, bounded customer activity, or product-movement evidence.

busy_recommended_actions

Use this when the user asks what a sales, purchase, collections, or executive team should review next using current Busy evidence.