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Facturama MCP integration

Facturama

Electronic invoicing service for Mexico. Allows creating and managing CFDIs 4.0 (invoices, credit notes, payment complements), administering customers and products, and consulting SAT catalogs.

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Tools
18
Last update
1 week ago

Category

Billing & Accounting

Works with

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AI Compatible

ChatGPTClaudeGemini

Tools

Cancel CFDI

Cancel a CFDI. IMPORTANT: This action is irreversible and notifies the SAT. You can search by: internal ID, UUID or folio number. Cancellation reasons: - "01": CFDI issued with errors related to the relationship - "02": CFDI issued with errors not related (the most common) - "03": Operation not performed - "04": Nominative operation related to a global invoice

Create CFDI

Create an electronic invoice (CFDI 4.0) through Mexico's SAT system using Facturama. Requirements: recipient information and at least one line item. If the RFC exists among saved customers, the recipient fields (Name, Tax Regime, Fiscal Postal Code) are filled automatically. If not, all recipient fields are mandatory. Set save_client=true to save the customer for future invoices (recommended for recurring customers). CFDI types: "I"=Income, "E"=Expense, "T"=Transfer, "N"=Payroll, "P"=Payment Payment forms: "01"=Cash, "02"=Check, "03"=Transfer, "04"=Credit Card, "28"=Debit Card, "99"=Other Payment methods: "PUE"=Payment in a single installment, "PPD"=Payment in partial installments or deferred Tax object: "01"=Exempt, "02"=Taxable with breakdown, "03"=Taxable without breakdown

Create Client

Create a new customer in Facturama. Save a customer's tax information to reuse it when creating invoices. This tool can help you search for fiscal regime codes and CFDI usage codes if you don't know them. Use the SAT catalog tools (facturama_get_fiscal_regimes, facturama_get_cfdi_uses) to find the correct codes.

Create Credit Note

Create a Credit Note (CFDI type "E"). Use it for: - Returns/refunds - Discounts applied after the invoice - Adjustments to reduce the amount of the original invoice This tool searches for the original invoice and automatically uses the recipient's details, the payment method, and the place of issuance. You can search by: UUID, folio, recipient's RFC, or internal ID. Note: Searching by folio or UUID may take longer, as it searches across multiple invoice pages.

Create Payment Complement

Create a CFDI Payment Complement. IMPORTANT: This is MANDATORY when you receive payment for an invoice that was issued with the Payment Method "PPD" (deferred payment). This simplified version searches for the original invoice and automatically fills in the receiver's details and the invoice details. You can search by: folio, UUID, RFC, or internal ID. Example: You issued an invoice for 10,000 MXN using PPD. The client pays 5,000 MXN now. You create a payment complement for that partial payment. Note: CfdiUse is automatically set to "CP01" (required by the SAT for payment complements). Note: ReceiverTaxZipCode is mandatory if the recipient is different from the issuer, since Facturama does not store this for clients.

Download CFDI

Download a CFDI in PDF, XML, or HTML format. You can search by: internal ID, UUID, or folio number. Return the file content as a base64-encoded string.

Get CFDI

Get detailed information for a specific CFDI. You can search by: internal ID, UUID, or folio number. Get the complete invoice data, including UUID, amounts, recipient, and line items.

Get Cfdi Uses

Obtain all available CFDI usage codes from SAT. Examples: G01=Purchase of goods, G03=General expenses, P01=Definition pending

Get Client

Get a specific customer by ID or search by RFC/name. Returns the customer's complete tax information for use on invoices. Return only the translated text without explanations. Return only the translated text without explanations.

Get Fiscal Regimes

Obtain all available tax regime codes from the SAT. Optionally, filter by RFC to see which regimes apply to that type of taxpayer. Return only the translated text without explanations. Return only the translated text without explanations.

Get Payment Forms

Get all available SAT payment method codes. Examples: 01=Cash, 02=Cheque, 03=Bank transfer, 04=Credit card, 28=Debit card

Get Tax Entity

Get the tax entity information for the authenticated account. Return RFC, legal name, tax regime, and CSD status.

List Clients

List registered customers with optional search filtering. Returns the customer's RFC, their name, email address, and tax information. Return only the translated text, without explanations. Return only the translated text without explanations.

Search CFDIs

Search CFDIs using filters such as keyword, status, and type. Returns paginated results with basic invoice information.

Search Sat Products

Search for codes in the SAT's catalog of products and services. Use this to find the correct product code when issuing invoices.

Search Sat Units

Search SAT unit codes. Use this to find the correct unit code for products (e.g., H87=Piece, E48=Service).

Send CFDI Email

Send a CFDI to the recipient by email. You can search by: internal ID, UUID, or folio number. The email includes the PDF and XML files as attachments.

Validate Rfc

Validate an RFC with the SAT to verify whether it is valid and to obtain the legal name. Use this before creating invoices to verify the customer's data and avoid errors.