Send customer statement
Email a customer statement as a PDF to one or more customers.
MCP tool myob_write → send_customer_statement
write Confirm
Sends statements the way Sales > Customer statements does. Type invoice lists unpaid invoices as at the statement date; type activity lists invoices and payments between two dates with a running balance. Customers with a zero balance are left out unless include_zero is true. The text is free text only, with no email variables. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| statement_type enum required | enum | invoice or activity. |
| statement_date date | date | For type invoice. Default: today. |
| from date | date | For type activity: first day. |
| to date | date | For type activity: last day. |
| customer_ids array required | array | Customer IDs from list_customers. |
| include_zero boolean | boolean | Include customers with a zero balance. Default: false. |
| message string | string | Email text. Default: the MYOB email default. |
tools/call
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "myob_write",
"arguments": {
"operation": "send_customer_statement",
"arguments": {
"statement_type": "invoice",
"customer_ids": "customer ids"
}
}
}
}Example response
{
"content": [
{
"type": "text",
"text": "{ ... same JSON as structuredContent ... }"
}
],
"structuredContent": {
"statement_type": "invoice",
"statement_date": "2026-10-14",
"sent": [
{
"customer_id": "CUS000014",
"sent_to": "accounts@coasthardware.example",
"balance": 1320
}
],
"skipped": []
},
"isError": false
}