This page lists the planned MCP tools for the B2B Ordering System, covering wholesale customers, customer groups, customer-specific price lists, MOQ rules, credit limits and payment terms, quotations and official quotation PDFs, bulk ordering, order approvals, stock reservations, backorder allocation, delivery, e-invoices, packing slips, payment records, monthly statements, and operations analytics.
b2b_ordering.config.get
readRead B2B ordering settings, including enabled modules, currency, tax, payment terms, credit limits, MOQ, quotations, approvals, stock reservations, and monthly statement policies.
Read first
No prerequisite tool.
Governance
Read-only tool; no approval request is created.
Safety
Use returned settings as the source of truth; do not infer payment terms, credit limits, tax rates, MOQ, or approval thresholds.
b2b_ordering.customer_groups.list
readList customer groups, distributor tiers, price groups, product visibility scope, payment terms, and default credit limits.
Read first
b2b_ordering.config.get
Governance
Read-only tool; no approval request is created.
Safety
Use returned group_id values when assigning customers or price lists; do not infer tier or permission from display names.
b2b_ordering.locations.list
readList warehouses, stores, pickup points, and fulfilment locations available for B2B sellable and reserved stock.
Read first
b2b_ordering.config.get
Governance
Read-only tool; no approval request is created.
Safety
Inventory, reservation, delivery, or backorder allocation must use valid location_id values; do not use disabled locations.
b2b_ordering.delivery_rules.list
readList delivery regions, cut-off times, delivery slots, shipping rules, minimum delivery value, routes, and pickup options.
Read first
b2b_ordering.config.get
Governance
Read-only tool; no approval request is created.
Safety
Order and delivery assignment workflows must use valid delivery_rule_id values; do not estimate delivery constraints or fees.
b2b_ordering.approval_policies.list
readList approval triggers such as over credit limit, price override, low margin, below MOQ, overdue balance, or delivery exception.
Read first
b2b_ordering.config.get
Governance
Read-only tool; no approval request is created.
Safety
Writes must not bypass returned policies; when a policy is triggered, create an approval request or keep the record as draft.
b2b_ordering.owners.list
readList assignable sales, service, warehouse, finance, and manager accounts for quotations, orders, approvals, and monthly statements.
Read first
b2b_ordering.config.get
Governance
Read-only tool; no approval request is created.
Safety
Do not assign work to disabled accounts, unauthorized accounts, or users outside the returned list.
b2b_ordering.products.search
readSearch products by name, SKU, barcode, category, brand, pack size, carton rule, sellable state, or B2B visibility.
Read first
b2b_ordering.config.get, b2b_ordering.customer_groups.list
Governance
Read-only tool; no approval request is created.
Safety
Search results must respect customer group and visibility rules; do not expose hidden or unauthorized products.
b2b_ordering.products.get
readRead one product with B2B content, SKU, carton rules, packaging, sellable channels, stock summary, price summary, and version data.
Read first
b2b_ordering.products.search or known product_id
Governance
Read-only tool; no approval request is created.
Safety
Use returned product_id, variant_id, and base_version_token for writes; do not overwrite unread fields.
b2b_ordering.price_lists.list
readList customer or group price lists, tiered prices, contract prices, effective dates, currency, and state.
Read first
b2b_ordering.customer_groups.list, b2b_ordering.products.search
Governance
Read-only tool; no approval request is created.
Safety
Price lists may vary by customer, group, contract, and date; do not use standard product price as final B2B transaction price.
b2b_ordering.price_lists.preview
previewPreview how new or changed price lists affect selected customers, products, quantity tiers, margins, and effective dates.
Read first
b2b_ordering.price_lists.list, b2b_ordering.products.get, b2b_ordering.customer_groups.list
Governance
Preview tool; does not write data.
Safety
Preview must show conflicting prices, low-margin risk, affected customers, and effective dates; do not treat preview as applied.
b2b_ordering.price_lists.upsert
writeCreate or update customer-specific prices, group prices, tiered prices, contract prices, or limited-time wholesale prices.
Read first
b2b_ordering.price_lists.preview, b2b_ordering.approval_policies.list
Governance
High-risk commercial write; approval or explicit confirmation is recommended.
Safety
Do not infer price, cost, or margin; preserve reason, applicable customers, effective dates, and approval records.
b2b_ordering.moq_rules.list
readList MOQ, order multiples, and exception rules by product, category, customer group, carton rule, or order value.
Read first
b2b_ordering.config.get, b2b_ordering.products.search
Governance
Read-only tool; no approval request is created.
Safety
MOQ may relate to carton rules, delivery cost, and customer contracts; order creation must not ignore returned rules.
b2b_ordering.moq_rules.upsert
writeCreate or update minimum quantities, order multiples, minimum order value, carton restrictions, or customer-specific exceptions.
Read first
b2b_ordering.moq_rules.list, b2b_ordering.products.get, b2b_ordering.approval_policies.list
Governance
Write tool; approval is recommended when many customers are affected.
Safety
Do not block contracted customers unexpectedly without showing affected scope; preserve change reason.
b2b_ordering.price_list_import.preview
previewPreview bulk import of price lists or MOQ rules, checking mapping, SKU, customer groups, duplicates, margin risk, and errors.
Read first
b2b_ordering.price_lists.list, b2b_ordering.moq_rules.list, b2b_ordering.products.search, b2b_ordering.customer_groups.list
Governance
Preview tool; does not write data.
Safety
Show create, update, error, duplicate, and affected-customer counts; do not commit unpreviewed files.
b2b_ordering.price_list_import.commit
writeCommit bulk price list or MOQ import after preview approval.
Read first
b2b_ordering.price_list_import.preview
Governance
High-risk batch write; approval is recommended.
Safety
Use the preview batch import_id; do not bypass SKU, customer group, margin, or duplicate checks.
b2b_ordering.customers.search
readSearch wholesale customers by company, contact, phone, email, customer group, distributor tier, payment terms, credit limit, or outstanding balance state.
Read first
b2b_ordering.config.get, b2b_ordering.customer_groups.list
Governance
Read-only tool; no approval request is created.
Safety
Search results may contain commercial and personal data; return only task-relevant fields and respect visibility.
b2b_ordering.customers.get
readRead one wholesale customer with price lists, MOQ exceptions, credit limit, outstanding balance, payment terms, delivery addresses, contacts, and version data.
Read first
b2b_ordering.customers.search or known customer_id
Governance
Read-only tool; no approval request is created.
Safety
Use returned customer_id and base_version_token for writes; do not overwrite unread fields.
b2b_ordering.customers.update_terms
writeUpdate customer group, payment terms, credit limit, price group, MOQ exceptions, product visibility, or owner for a wholesale customer.
Read first
b2b_ordering.customers.get, b2b_ordering.customer_groups.list, b2b_ordering.approval_policies.list
Governance
High-risk commercial write; credit limit, payment terms, or price group changes should be approved.
Safety
Do not raise credit limits or extend terms without confirmation; preserve reason, approver, and effective date.
b2b_ordering.customers.credit_check_preview
previewPreview credit limit, overdue balance, pending fulfilment, and new order value to determine whether an order can be created or confirmed.
Read first
b2b_ordering.customers.get, b2b_ordering.orders.list, b2b_ordering.config.get
Governance
Preview tool; does not write data.
Safety
Credit check output is decision support only; do not treat it as approval for over-limit orders.
b2b_ordering.customers.credit_hold.update
writeApply or release ordering hold, credit hold, or overdue payment restriction for a customer.
Read first
b2b_ordering.customers.get, b2b_ordering.customers.credit_check_preview
Governance
High-risk write; approval or explicit confirmation is recommended.
Safety
Preserve hold or release reason; do not block ordering or release financial restrictions without cause.
b2b_ordering.customers.note.create
writeAdd internal customer notes such as special pricing agreement, payment promise, delivery requirement, complaint, or sales follow-up.
Read first
b2b_ordering.customers.get
Governance
Write tool; usually direct, with sensitive notes governed by policy.
Safety
Record confirmed facts or clearly marked internal notes only; do not add unverified or irrelevant content.
b2b_ordering.quotations.list
readList B2B quotations by customer, state, expiry, owner, amount, or conversion state.
Read first
b2b_ordering.customers.search
Governance
Read-only tool; no approval request is created.
Safety
Quotations may contain sensitive commercial prices; return only records the user may access.
b2b_ordering.quotations.get
readRead one quotation with products, prices, discounts, MOQ, expiry, terms, customer, version, and approval state.
Read first
b2b_ordering.quotations.list or known quotation_id
Governance
Read-only tool; no approval request is created.
Safety
Use returned quotation_id and base_version_token for updates or conversion.
b2b_ordering.quotations.create_draft
writeCreate a B2B quotation draft with customer, products, quantities, prices, MOQ, expiry, payment terms, and delivery terms.
Read first
b2b_ordering.customers.get, b2b_ordering.products.get, b2b_ordering.price_lists.list, b2b_ordering.moq_rules.list
Governance
Write tool; draft creation is usually direct, while low-margin or exception terms require approval.
Safety
Do not invent unconfirmed prices, expiry, or terms; keep incomplete quotations as pending drafts.
b2b_ordering.quotations.update
writeUpdate quotation lines, prices, discounts, expiry, payment terms, delivery terms, or notes.
Read first
b2b_ordering.quotations.get, b2b_ordering.price_lists.preview, b2b_ordering.moq_rules.list
Governance
Write tool; price override, expiry extension, or exception terms may require approval.
Safety
Only update explicitly requested fields; do not alter accepted or converted quotations unless creating a new version.
b2b_ordering.quotations.pdf.generate
writeGenerate an official PDF quotation for an existing B2B quotation, including company details, customer details, lines, prices, discounts, MOQ, expiry, terms, and version.
Read first
b2b_ordering.quotations.get
Governance
Document write tool; if the quotation includes price overrides, low margin, or exception terms, approval should be completed before official PDF generation.
Safety
Do not generate official documents for expired, incomplete, or unauthorized quotations; bind the PDF to quotation_id, version, generated_at, and actor.
b2b_ordering.quotations.convert_to_order
writeConvert an accepted quotation into an order draft or confirmed order while preserving quotation version and terms.
Read first
b2b_ordering.quotations.get, b2b_ordering.customers.credit_check_preview, b2b_ordering.inventory_levels.list
Governance
High-risk write; approval is recommended when credit, inventory, or term exceptions are triggered.
Safety
Do not convert expired, unaccepted, or incomplete quotations into confirmed orders.
b2b_ordering.orders.list
readList B2B orders by customer, order state, payment state, delivery state, delivery date, backorder state, or approval state.
Read first
b2b_ordering.config.get, b2b_ordering.customers.search
Governance
Read-only tool; no approval request is created.
Safety
Order lists must be filtered by customer, owner, and location permissions; avoid exposing irrelevant data.
b2b_ordering.orders.get
readRead one order with lines, price source, MOQ checks, credit checks, stock reservations, delivery, monthly statement linkage, and version data.
Read first
b2b_ordering.orders.list or known order_id
Governance
Read-only tool; no approval request is created.
Safety
Use returned order_id and base_version_token for updates; do not overwrite payment, delivery, or approval records.
b2b_ordering.orders.create_draft
writeCreate an order draft for a wholesale customer, supporting SKU quick entry, reorder from history, bulk ordering, and manual WhatsApp order conversion.
Read first
b2b_ordering.customers.get, b2b_ordering.products.get, b2b_ordering.price_lists.list, b2b_ordering.moq_rules.list, b2b_ordering.customers.credit_check_preview
Governance
Write tool; draft creation is usually direct, while confirmation follows approval policies.
Safety
Do not invent customer, price, discount, delivery address, or payment state; keep incomplete orders as drafts.
b2b_ordering.orders.update_lines
writeUpdate order lines, quantities, carton rules, price source, discounts, MOQ exceptions, notes, or delivery requirements.
Read first
b2b_ordering.orders.get, b2b_ordering.price_lists.preview, b2b_ordering.moq_rules.list, b2b_ordering.inventory_levels.list
Governance
Write tool; price overrides, below-MOQ lines, or over-credit changes may require approval.
Safety
Only update specified lines; do not overwrite fulfilled, statemented, or invoiced parts.
b2b_ordering.orders.confirm
writeConfirm an order using price list, MOQ, credit, stock reservation, and delivery checks.
Read first
b2b_ordering.orders.get, b2b_ordering.customers.credit_check_preview, b2b_ordering.inventory_levels.list, b2b_ordering.approval_policies.list
Governance
High-risk write; any triggered exception must be approved or remain draft.
Safety
Before confirmation, check credit, MOQ, stock, and delivery rules; do not confirm orders that violate policy.
b2b_ordering.orders.cancel
writeCancel an order and release stock reservations, delivery arrangements, backorder allocations, and approval state.
Read first
b2b_ordering.orders.get, b2b_ordering.inventory_levels.list, b2b_ordering.delivery_slots.list
Governance
High-risk write; confirmed, fulfilled, invoiced, or statemented orders should be approved before cancellation.
Safety
Do not cancel orders with completed financial workflow without handling credit notes, restock, and customer notification.
b2b_ordering.inventory_levels.list
readRead stock by product, variant, warehouse, B2B channel, reserved quantity, sellable quantity, safety stock, and reorder quantity.
Read first
b2b_ordering.products.get, b2b_ordering.locations.list
Governance
Read-only tool; no approval request is created.
Safety
Interpret stock with location, B2B reservation, and last update time; do not merge retail and wholesale sellable quantities incorrectly.
b2b_ordering.stock.reserve
writeReserve, adjust, or release stock for an order while preserving reason, order linkage, and expiry time.
Read first
b2b_ordering.orders.get, b2b_ordering.inventory_levels.list
Governance
High-risk write; large reservations or cross-location adjustments should be approved.
Safety
Require location_id, variant_id, quantity, and order; do not lock stock without order linkage or reason.
b2b_ordering.backorders.list
readList backorders, preorders, pending replenishment, expected arrival date, customer priority, and allocation state.
Read first
b2b_ordering.orders.list, b2b_ordering.inventory_levels.list
Governance
Read-only tool; no approval request is created.
Safety
Backorder data affects customer commitments; output must state whether expected arrival is confirmed.
b2b_ordering.backorders.allocate
writeAllocate replenished stock to backorders based on arrivals, customer priority, order date, or manual rules.
Read first
b2b_ordering.backorders.list, b2b_ordering.inventory_levels.list, b2b_ordering.approval_policies.list
Governance
High-risk write; approval is recommended when changing customer allocation priority.
Safety
Do not change priority without reason; preserve allocation rule, affected orders, and unmet quantities.
b2b_ordering.delivery_slots.list
readList available delivery slots, routes, regions, cut-off times, capacity, customer address restrictions, and pickup options.
Read first
b2b_ordering.delivery_rules.list, b2b_ordering.customers.get
Governance
Read-only tool; no approval request is created.
Safety
Delivery slots must be evaluated by customer region, capacity, and cut-off time; do not promise unavailable slots.
b2b_ordering.delivery.assign
writeAssign delivery slot, route, pickup arrangement, delivery note, or redelivery arrangement to an order.
Read first
b2b_ordering.orders.get, b2b_ordering.delivery_slots.list
Governance
Write tool; delivery exceptions, over-capacity slots, or after-cutoff arrangements may require approval.
Safety
Do not assign unavailable slots or incorrect addresses; preserve delivery change reason and notification state.
b2b_ordering.invoices.generate
writeGenerate an official commercial invoice or e-invoice for confirmed or fulfilled B2B orders, preserving order, customer, tax, payment term, and version linkage.
Read first
b2b_ordering.orders.get, b2b_ordering.customers.get, b2b_ordering.config.get
Governance
High-risk financial write; official invoices or e-invoices require explicit confirmation, and cancellation or reissue follows policy approval.
Safety
Do not issue official invoices for draft, cancelled, unconfirmed, or unreconciled orders; prevent duplicate issuance and preserve invoice_id.
b2b_ordering.packing_slips.generate
writeGenerate packing slips for B2B orders or delivery batches, including products, SKU, carton rules, quantities, backorders, delivery address, route, and warehouse fulfilment data.
Read first
b2b_ordering.orders.get, b2b_ordering.inventory_levels.list, b2b_ordering.delivery_slots.list
Governance
Fulfilment document write; usually allowed after order confirmation and stock reservation, while backorders or split shipments require policy confirmation.
Safety
Do not generate final packing slips for unconfirmed or unallocated orders; state backorders, split shipments, and document version.
b2b_ordering.invoices.list
readList commercial invoices, e-invoices, credit notes, and related PDFs by customer, order, period, state, due date, or monthly statement.
Read first
b2b_ordering.customers.get or b2b_ordering.orders.get
Governance
Read-only tool; no approval request is created.
Safety
Invoice data is financially sensitive; filter by customer, owner, and finance permissions, and state currency, tax, and status.
b2b_ordering.payments.list
readList receipts, payment records, outstanding balances, overdue amounts, and reconciliation differences by customer, invoice, statement period, or payment state.
Read first
b2b_ordering.customers.get, b2b_ordering.invoices.list
Governance
Read-only tool; no approval request is created.
Safety
Payment data is financially sensitive; state source, payment date, currency, whether reconciled, and whether any balance remains.
b2b_ordering.monthly_statements.preview
previewPreview monthly statements by combining confirmed orders, returns, credit notes, payments, and outstanding balances for a customer and period.
Read first
b2b_ordering.customers.get, b2b_ordering.orders.list, b2b_ordering.config.get
Governance
Preview tool; does not write data.
Safety
Preview must show period, currency, exclusions, differences, and unconfirmed transactions; do not treat preview as issued statement.
b2b_ordering.monthly_statements.generate
writeGenerate monthly statement, PDF, or payment request after preview approval, and lock the related order statement version.
Read first
b2b_ordering.monthly_statements.preview
Governance
High-risk financial write; approval is recommended.
Safety
Use the preview statement_preview_id; do not issue official documents for unconfirmed, cancelled, or already statemented orders.
b2b_ordering.analytics.sales_summary
readRead order volume, repeat purchase, margin, backorders, credit usage, and monthly statement summary by period, customer, group, product, or owner.
Read first
b2b_ordering.config.get, b2b_ordering.customer_groups.list
Governance
Read-only tool; no approval request is created.
Safety
Analytics must state date range, timezone, currency, whether draft/cancelled orders are included, and data latency.
b2b_ordering.action_request.status
statusCheck approval, execution, rejection, or failure state for B2B writes, bulk imports, price lists, approvals, orders, stock reservations, or monthly statement operations.
Read first
Known action_request_id
Governance
Status lookup tool; does not create a new approval request.
Safety
Status reflects governance progress only; do not retry non-idempotent writes unless using the same idempotency_key or a clearly new request.