VTEX Customer Credit MCP connector

VTEX Customer Credit is VTEX's credit management system for handling B2B customer credit accounts, invoices, and payment terms within the VTEX commerce platform. The VTEX Customer Credit MCP connector allows AI agents to open and close credit accounts, manage account holders, and adjust credit limits for customers. It also supports retrieving account details, searching across all credit accounts, and accessing invoice information by account.

Authentication type

• API Key - Requires a static API key to be configured before the agent can connect to the service.

Uses

Use the VTEX Customer Credit MCP connector to perform the following actions:

• Approve or deny customer credit accounts with configurable limits and terms
• Track unpaid invoices and automate payment reminders across customer portfolios
• Process refunds and adjust account balances for disputed or returned transactions
• Monitor credit utilization and automatically flag accounts exceeding tolerance thresholds
• Authorize customer purchases against pre-approved credit limits in real time
• Consolidate invoice history and account statements for audits and compliance reporting
• Adjust payment due dates and terms without manual document rework

Example prompts

Use the following example prompts to invoke VTEX Customer Credit MCP connector tools from your AI assistant or Boomi Connect workflow:

• Show me all customer accounts with credit limits over $50,000 in VTEX Customer Credit.
• Mark invoice INV-12345 as paid in VTEX Customer Credit.
• Search for all overdue invoices from the last 30 days in VTEX Customer Credit.
• Update the credit limit for account ACCT-789 to $75,000 in VTEX Customer Credit.
• Retrieve the full account statement for customer john.doe@company.com in VTEX Customer Credit.
• Cancel invoice INV-67890 and create a credit memo in VTEX Customer Credit.
• Find all accounts with zero balance in VTEX Customer Credit.
• Postpone the due date for invoice INV-11111 by 15 days in VTEX Customer Credit.
• Create a pre-authorization for $25,000 for customer account ACCT-456 in VTEX Customer Credit.
• Show me the store configuration settings in VTEX Customer Credit.

VTEX Customer Credit MCP connector tools

The VTEX Customer Credit MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

Tool	Description
Searchallaccounts	Searches and retrieves a list of all customer credit accounts.
OpenanAccount	Creates a new customer credit account with initial settings.
OpenorChangeAccount	Opens a new account or modifies an existing account's settings.
CloseanAccount	Closes an active customer credit account.
RetrieveaAccountbyId	Retrieves details of a specific account using its identifier.
Updateemailanddescriptionofaaccount	Updates the email address and description for an account.
ChangecreditlimitofanAccount	Modifies the credit limit assigned to an account.
AddanaccountHolder	Adds a new account holder to an existing account.
Deleteanaccountholder	Removes an account holder from an account.
SearchallinvoicesofaAccount	Retrieves all invoices associated with a specific account.
CancelInvoice	Cancels an active invoice.
RetrieveInvoicebyId	Retrieves details of a specific invoice using its identifier.
ChangeInvoice	Modifies the details of an existing invoice.
MarkaninvoiceasPaid	Marks an invoice as paid in the system.
Postponeaninvoice	Delays the due date of an invoice.
Accountstatements	Retrieves account statement records and transaction history.
Decreasebalanceofanaccount	Reduces the outstanding balance amount for an account.
Changetoleranceofanaccount	Adjusts the tolerance threshold for an account.
CreateaPreAuthorization	Creates a pre-authorization for a future transaction.
CancelaPreAuthorization	Cancels an existing pre-authorization.
CreateaPreAuthorization(usingid)	Creates a pre-authorization using an account identifier.
PartialorTotalRefundaSettlement	Processes a partial or full refund for a settlement.
CreateorUpdateSettlement	Creates a new settlement or modifies an existing one.
Searchallinvoices	Searches and retrieves a list of all invoices.
Retrievestoreconfiguration	Retrieves the store's credit configuration settings.
Createorchangestoreconfiguration	Creates or modifies the store's credit configuration.