Customer Search & Details Tools

MCP guide

Use search_customers and get_customer to find customer/account names and read purpose-limited accounting details without exposing unrelated contact or tax data.

What this guide covers

search_customers

get_customer

Returned customer fields

Intentionally excluded

Quick facts

ProductVauPrime MCP

ProtocolModel Context Protocol

TransportStreamable HTTP

AccessRead-only tools

Purpose-limited access: VauPrime MCP is designed for authorized, read-only accounting context and minimized structured responses.

01

search_customers

Requires organization_id and query. The query can match customer/account name or accounting classification; an empty query can list customers. limit supports 1–50 results.

02

get_customer

Requires organization_id and the account_name returned by customer search. No internal customer id is required.

03

Returned customer fields

Current customer output is limited to account_name, account_type, group_account, balance, balance_type, currency and account_tier.

04

Intentionally excluded

Current customer reads do not return phone numbers, email addresses, postal addresses, GSTIN/tax identifiers or internal customer/account database ids.

Related MCP guides

Continue through the connected VauPrime MCP workflow.

get_organizations Tool

List organizations available to the connected VauPrime account and obtain the organization id required by scoped MCP tools.

Ledger Tools

Read general or customer-specific VauPrime ledgers with date filters while keeping output limited to accounting statement data and voucher labels.

Privacy & Data Minimization

Understand the privacy controls used by VauPrime MCP to keep AI-agent responses purpose-limited and avoid unnecessary personal, internal and diagnostic data exposure.