Bring Invoicing
to Cursor

account records ordered by code — the full General Ledger account structure. Returns account code + name (e.g., "1100 - Accounts Receivable"), account type (asset_receivable, liability_payable, income, expense, etc.), and whether the account supports reconciliation. Use when the user asks about the GL structure, needs an account code, or wants to understand the financial reporting hierarchy. List the Chart of Accounts in Odoo showing account codes, names, types, and reconciliation settings

move records of type "in_invoice" (vendor bills). Returns bill number, vendor name, state, payment status, total amount, remaining balance, journal, and bill date. Use when the user asks about accounts payable, unpaid vendor bills, supplier invoices, or outstanding amounts owed to vendors. List vendor bills (supplier invoices) in Odoo with amounts owed, payment status, and due dates

move records of type "out_invoice" (customer invoices). Returns invoice number, customer name, state (draft/posted/cancel), payment status (not_paid/in_payment/paid), total amount, residual (remaining balance), journal, reference, and invoice date. Use when the user asks about outstanding invoices, accounts receivable, billing history, or unpaid customer balances. List customer invoices in Odoo with amounts, payment status, journal, and due dates

move records of type "entry" — these are manual accounting entries, not invoices or bills. Returns entry number, partner (if any), state (draft/posted), total, journal, reference, and date. Use when the user asks about accounting adjustments, depreciation entries, accruals, or manual GL postings. List manual journal entries (accounting adjustments) in Odoo with amounts, journals, and posting dates

journal records — the logical groupings for accounting entries. Returns journal name, type (sale/purchase/bank/cash/general), short code, and currency. Use when the user asks about available journals, needs journal codes for entries, or wants to understand the accounting structure. List all accounting journals (Sales, Purchase, Bank, Cash, Miscellaneous) configured in Odoo

payment records ordered by date. Returns payment reference, partner, state (draft/posted/sent/reconciled/cancelled), amount, journal (bank/cash), payment type (inbound=customer payment, outbound=vendor payment), and date. Use when the user asks about recent payments, cash flow activity, bank transactions, or payment reconciliation status. List payment transactions in Odoo showing amounts, payment method, type (inbound/outbound), and reconciliation status

tax records. Returns tax name, percentage amount, usage scope (sale/purchase/none), and active status. Use when the user asks about applicable tax rates, VAT/GST configurations, or needs to verify tax setups for invoicing. List all tax configurations in Odoo showing tax name, rate, and whether it applies to sales or purchases