Customer Tools

The Bizzy MCP server provides 10 tools for managing customers and their transactions. These tools are organized into two categories: customers and customer transactions.

Customers

Core tools for creating, reading, updating, and deleting customer records.

createCustomer

Create a new customer record with business association and contact information. Permission: customers:write Parameters:

Name	Type	Required	Description
`businessId`	string (UUID)	Yes	The ID of the business this customer belongs to
`type`	string	Yes	Customer type (e.g., individual, business, enterprise)
`contactId`	string (UUID) \| null	No	Optional reference to an existing contact record
`name`	string \| null	No	Customer display name
`email`	string \| null	No	Primary email address
`phone`	string \| null	No	Primary phone number
`notes`	string \| null	No	Internal notes and comments about the customer
`status`	string \| null	No	Customer status (e.g., active, inactive, pending)
`customerSince`	string \| null	No	Date when the customer relationship began (ISO 8601)

Returns: The created customer object.

getCustomer

Get a specific customer by ID. Permission: customers:read Parameters:

Name	Type	Required	Description
`id`	string (UUID)	Yes	The ID of the customer to retrieve

Returns: Customer object, or null if not found.

listCustomers

List all customers for the organization with pagination. Permission: customers:read Parameters:

Name	Type	Required	Default	Description
`limit`	number	No	10	Number of customers to return (1-100)
`offset`	number	No	0	Number of customers to skip for pagination
`sortOrder`	string	No	”desc”	Sort order by creation date (“asc” or “desc”)

Returns:

{
  "customers": [...],
  "count": 10,
  "limit": 10,
  "offset": 0
}

updateCustomer

Update an existing customer record. Permission: customers:write Parameters:

Name	Type	Required	Description
`id`	string (UUID)	Yes	The ID of the customer to update
`businessId`	string (UUID)	No	The ID of the business this customer belongs to
`contactId`	string (UUID) \| null	No	Reference to an existing contact record
`type`	string	No	Customer type (e.g., individual, business, enterprise)
`name`	string \| null	No	Customer display name
`email`	string \| null	No	Primary email address
`phone`	string \| null	No	Primary phone number
`notes`	string \| null	No	Internal notes and comments about the customer
`status`	string \| null	No	Customer status (e.g., active, inactive, pending)
`customerSince`	string \| null	No	Date when the customer relationship began (ISO 8601)

Returns: The updated customer object.

deleteCustomer

Delete a customer (soft delete). Permission: customers:delete Parameters:

Name	Type	Required	Description
`id`	string (UUID)	Yes	The ID of the customer to delete

Returns: The deleted customer object.

Customer Transactions

Tools for recording and managing financial transactions associated with customers.

createCustomerTransaction

Create a new customer transaction to record a financial activity. Permission: customers.transactions:write Parameters:

Name	Type	Required	Description
`customerId`	string (UUID)	Yes	UUID of the customer this transaction belongs to
`businessId`	string (UUID)	Yes	UUID of the business associated with the transaction
`amount`	string	Yes	Transaction amount as a string (to handle decimal precision)
`currency`	string	Yes	Currency code (e.g., USD, EUR)
`status`	string	Yes	Transaction status (e.g., pending, completed, failed)
`type`	string	Yes	Transaction type (e.g., purchase, refund, subscription)
`description`	string \| null	No	Optional description of the transaction
`transactionDate`	string \| null	No	Optional date when the transaction occurred (ISO 8601 format)

Returns: The created customer transaction object.

getCustomerTransaction

Get a specific customer transaction by its ID. Permission: customers.transactions:read Parameters:

Name	Type	Required	Description
`transactionId`	string (UUID)	Yes	UUID of the customer transaction to retrieve

Returns: Customer transaction object, or null if not found.

listCustomerTransactions

List all transactions for a specific customer with pagination support. Permission: customers.transactions:read Parameters:

Name	Type	Required	Default	Description
`customerId`	string (UUID)	Yes	-	UUID of the customer whose transactions to retrieve
`limit`	number	No	10	Maximum number of items to return (1-100)
`offset`	number	No	0	Number of items to skip for pagination
`sortOrder`	string	No	”desc”	Sort order by creation date (“asc” or “desc”)

Returns:

{
  "transactions": [...],
  "count": 25,
  "limit": 10,
  "offset": 0
}

updateCustomerTransaction

Update an existing customer transaction - all fields are optional except transactionId. Permission: customers.transactions:write Parameters:

Name	Type	Required	Description
`transactionId`	string (UUID)	Yes	UUID of the customer transaction to update
`businessId`	string (UUID)	No	Update the business associated with the transaction
`amount`	string	No	Update the transaction amount as a string (to handle decimal precision)
`currency`	string	No	Update the currency code (e.g., USD, EUR)
`status`	string	No	Update the transaction status (e.g., pending, completed, failed)
`type`	string	No	Update the transaction type (e.g., purchase, refund, subscription)
`description`	string \| null	No	Update the description of the transaction
`transactionDate`	string \| null	No	Update the date when the transaction occurred (ISO 8601 format)

Returns: The updated customer transaction object.

deleteCustomerTransaction

Delete a customer transaction (soft delete). Permission: customers.transactions:delete Parameters:

Name	Type	Required	Description
`transactionId`	string (UUID)	Yes	UUID of the customer transaction to delete

Returns: The deleted customer transaction object.

Next Steps

Contact Tools

Manage contacts that may be linked to customers

Authentication

Learn how MCP clients authenticate to the server

Getting Started

Agent resources

Customers

createCustomer

getCustomer

listCustomers

updateCustomer

deleteCustomer

Customer Transactions

createCustomerTransaction

getCustomerTransaction

listCustomerTransactions

updateCustomerTransaction

deleteCustomerTransaction

Next Steps

Contact Tools

Authentication

​Customers

​createCustomer

​getCustomer

​listCustomers

​updateCustomer

​deleteCustomer

​Customer Transactions

​createCustomerTransaction

​getCustomerTransaction

​listCustomerTransactions

​updateCustomerTransaction

​deleteCustomerTransaction

​Next Steps

Contact Tools

Authentication

Customers

createCustomer

getCustomer

listCustomers

updateCustomer

deleteCustomer

Customer Transactions

createCustomerTransaction

getCustomerTransaction

listCustomerTransactions

updateCustomerTransaction

deleteCustomerTransaction

Next Steps