> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizzyco.ai/llms.txt > Use this file to discover all available pages before exploring further. # Customer Tools > Manage customers and their financial transactions 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:** ```json theme={null} { "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:** ```json theme={null} { "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 Manage contacts that may be linked to customers Learn how MCP clients authenticate to the server