- “Which customers have outstanding credits?”
- “How much total credit does the business owe to customers?”
Tools
get_customer_credit_balance
MCP tool that lists customers with unapplied credit memo balances so you can track outstanding customer credits before issuing new invoices or refunds.
Returns a list of customers who have unapplied credit memo balances — amounts the business owes back to customers that haven’t yet been applied to an invoice. Use this tool to answer questions about outstanding customer credits or to check whether a specific customer has credit available before creating an invoice.
Example prompts this tool can answer