sumit-mcp

name	sumit-mcp
version	1.0.0
license	MIT
description	Operate SUMIT (formerly OfficeGuy) Israeli billing from an agent — read invoices, debt, and catalog items; issue invoices/receipts/quotes (חשבונית/קבלה/חשבון עסקה); and charge with a layered, confirm-first safety model. Use when the task mentions SUMIT, OfficeGuy, חשבונית, קבלה, invoicing, billing, retainers, or Israeli accounting documents.

SUMIT MCP

Operational guide for the sumit-mcp server: read → write → charge, safety first.

The safety ladder (read this first)

1. Read tools are always safe — start here to understand state (sumit_list_documents, sumit_get_customer_debt, sumit_get_debt_report).
2. Write tools create accounting artifacts but move no money (sumit_create_document, sumit_send_document, sumit_upsert_customer).
3. Charge tools move money and are gated:
   • The server must run with SUMIT_ALLOW_CHARGE=1 or charge refuses.
   • Always sumit_prepare_charge → show the returned summary to the user → get explicit approval → sumit_execute_charge with the confirmationToken.
   • sumit_execute_charge also needs a single_use_token from a real SUMIT browser checkout — an agent cannot mint card tokens. Never ask the user to paste card data; have them complete a checkout and supply only the resulting one-time token.
   • Charges are capped (SUMIT_MAX_CHARGE) and bound to the prepared amount/customer — any drift is rejected.

Accounts

Multi-account via env (SUMIT_<NAME>_COMPANY_ID + SUMIT_<NAME>_API_KEY). Every tool takes an optional account; it defaults to SUMIT_DEFAULT_ACCOUNT. Confirm which account before any write/charge. Never print the APIKey.

Quick route

Need	Tool	Reference
Install / connect / get API key	—	references/installation.md
Full tool list + document types	—	references/tools-catalog.md
Quote→invoice→send, retainers, debt	—	references/workflows-billing.md