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# Send customer statement

> Email a customer statement as a PDF to one or more customers. Input schema, a tools/call example and an example result.

Source: https://cotlet.dev/docs/mcp/myob/send_customer_statement

Docs sections: [Get started](https://cotlet.dev/docs.md) · [REST API](https://cotlet.dev/docs/api.md) · [MCP](https://cotlet.dev/docs/mcp.md) · [SDKs & CLI](https://cotlet.dev/docs/sdks.md) · [Integrations](https://cotlet.dev/docs/integrations.md)

Email a customer statement as a PDF to one or more customers.

MYOB MCP tools: https://cotlet.dev/docs/mcp/myob.md

MCP tool: `myob_write → send_customer_statement`

Access: write. Confirm: waits for the user's OK before it runs.

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 | Required | Description |
|---|---|---|---|
| `statement_type` | enum | yes | invoice or activity. |
| `statement_date` | date | no | For type invoice. Default: today. |
| `from` | date | no | For type activity: first day. |
| `to` | date | no | For type activity: last day. |
| `customer_ids` | array | yes | Customer IDs from list_customers. |
| `include_zero` | boolean | no | Include customers with a zero balance. Default: false. |
| `message` | string | no | Email text. Default: the MYOB email default. |

## tools/call

```json
{
  "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

```json
{
  "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
}
```

Previous: [Record bill payment](https://cotlet.dev/docs/mcp/myob/record_bill_payment.md)

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## For AI agents: sign your user up

Is your user asking you to sign them up for Cotlet? You can do it for them, no account or key needed.

1. Read the fields and their allowed values: GET https://cotlet.dev/api/v1/access-requests
2. Ask the user for each value: email, apps, what you will do with them. If they leave the password to you, generate a strong one and show it to them.
3. Show the user what you will send, then POST it as JSON to https://cotlet.dev/api/v1/access-requests.

One call creates the account and sends the access request; we email the user when access is granted.