MCP Tool Reference (Merchant)

Tools available to merchant accounts. All tools run under the authenticated principal's identity and mirror the equivalent Merchant REST API endpoint. Partner accounts get a separate set — see the Partner Tool Reference.

Access indicates the minimum permission required:

Read — any merchant role, including read-only logins (merchant:read scope for M2M keys)
Write — a write-capable merchant role (merchant:write scope for M2M keys)

General

Tool	Access	Description
`list_resolve_accounts`	Read	List the Resolve accounts available to the authenticated login. Call this first when a login has access to multiple accounts.
`search`	Read	Semantic search over Resolve's published help articles — ask "how does X work in Resolve".
`create_temp_file`	Write	Mint a presigned S3 upload URL for a file (e.g. an invoice PDF) so it can be attached to an invoice without passing the file through the LLM. Not available in ChatGPT or Codex — see note below.
`list_temp_files`	Read	List previously uploaded temp files and mint fresh download URLs. Not available in ChatGPT or Codex — see note below.

File handling in ChatGPT and Codex: these clients attach files directly to the conversation instead of using the temp-file tools. Tool parameters that expect a file URL (such as merchant_invoice_url on create_invoice) accept the conversation attachment directly, and the MCP server resolves it for the Resolve API. The temp-file tools are hidden for these connections.

Customers

Tool	Access	Description
`list_customers`	Read	List customers, with exact-match filters on `business_name`, `email`, and more.
`get_customer`	Read	Fetch a single customer, including credit status and available credit.
`create_customer`	Write	Create a new customer (buyer).
`update_customer`	Write	Update a customer's details.
`request_credit_check`	Write	Submit a customer for credit underwriting.
`enroll_customer`	Write	Enroll an approved customer in net terms.

Invoices

Tool	Access	Description
`list_invoices`	Read	List invoices, with filters on number, PO number, customer, balance, and status.
`get_invoice`	Read	Fetch a single invoice.
`create_invoice`	Write	Create an invoice for a customer.
`update_invoice`	Write	Update an invoice (e.g. set `terms` and `advance_requested` before sending).
`send_invoice`	Write	Send the invoice to the customer.
`advance_invoice`	Write	Request an advance payout against a sent invoice.
`capture_invoice`	Write	Capture an authorized invoice.
`void_invoice`	Write	Void a sent invoice.
`cancel_invoice`	Write	Cancel an invoice.
`delete_invoice`	Write	Delete a draft (unsent) invoice.

Orders

Tool	Access	Description
`list_orders`	Read	List orders.
`get_order`	Read	Fetch a single order.
`create_order`	Write	Create an order.
`update_order`	Write	Update an order.
`capture_order`	Write	Capture an authorized order.
`cancel_order`	Write	Cancel an order.

Charges

Tool	Access	Description
`list_charges`	Read	List charges.
`get_charge`	Read	Fetch a single charge.
`update_charge`	Write	Update a charge.
`capture_charge`	Write	Capture an authorized charge.
`cancel_charge`	Write	Cancel a charge.

Shipments

Tool	Access	Description
`list_shipments`	Read	List shipments.
`get_shipment`	Read	Fetch a single shipment.
`create_shipment`	Write	Add a shipment (tracking number, courier, fulfillment method) to an invoice.
`update_shipment`	Write	Update a shipment.
`delete_shipment`	Write	Delete a shipment.
`sync_shipment_tracking`	Write	Pull real-time tracking status from the courier.
`get_shipment_signed_upload_url`	Write	Mint a signed URL for uploading proof-of-delivery files, required for non-shipping-provider fulfillment methods.

Payments & Payouts

Tool	Access	Description
`list_payments`	Read	List payments received from customers.
`get_payment`	Read	Fetch a single payment, including which invoices it applied to.
`list_payouts`	Read	List payouts from Resolve to your account.
`get_payout`	Read	Fetch a single payout.
`list_payout_transactions`	Read	List individual transactions within payouts.
`get_payout_transaction`	Read	Fetch a single payout transaction.

Credit Notes

Tool	Access	Description
`list_credit_notes`	Read	List credit notes.
`get_credit_note`	Read	Fetch a single credit note.
`create_credit_note`	Write	Issue a credit note against a sent invoice.
`void_credit_note`	Write	Void a credit note.

Webhooks

Tool	Access	Description
`list_webhooks`	Read	List webhook endpoints and their subscribed events.
`upsert_webhook`	Write	Create or update a webhook endpoint and its subscribed events.
`delete_webhook`	Write	Delete a webhook endpoint.