Peak MCP — Tool Docs

BillingNote

4 tools

CreateBillingNote

Creates a billing note (ใบวางบิล) in PEAK Account to consolidate multiple invoices into a single payment request for a customer. Use this when you want to send one combined bill instead of multiple invoices. Provide transactions array with the invoice codes/IDs to combine. Returns a billing note with the combined total and a shareable link.

0 required · 27 optional

Parameter

Type

Description

transactions

array[BillingNoteTransaction]

optional

The object array containing data of the documents to be invoiced

array[BillingNoteTransaction] fields

Field	Type
id	string
code	string
amount	number?

code

string

optional

The code of the document for which a billing note is to be issued

issuedDate

string

optional

Document issuance date

dueDate

string

optional

Document due date, which must be after the document issuance date

contactId

string

optional

Unique Identifier of the contact associated with the document

contactCode

string

optional

Code of the contact associated with the document (If contactId has been assigned a value, contactCode is not required)

remark

string

optional

Additional remarks or notes

tags

array[String]

optional

Label attached to someone or something for the purpose of identification or to give other information

paymentDate

string

optional

Payment date in the format yyyyMMdd

withHoldingTaxAmount

string

optional

Withholding tax amount for the payment

paymentAmount

number?

optional

Payment amount

paymentMethodId

string

optional

The Unique Identifier of the payment method

paymentMethodCode

string

optional

Code of the payment method (If paymentMethodId has been assigned a value, paymentMethodCode is not required)

accountCode

string

optional

Account code to be used for recording financial transactions

accountSubId

string

optional

Sub account Unique Identifier to be used for recording financial transactions

accountSubCode

string

optional

Sub account code to be used for recording financial transactions

paymentNote

string

optional

Additional remarks or notes for that specific payment received

isCheque

integer?

optional

Whether this payment is made by Cheque (0 = No, 1 = Yes)

chequeAccountNo

string

optional

Bank account number

chequeBranchNo

string

optional

Bank branch number

chequeNo

string

optional

Cheque number

chequeAmount

number?

optional

Amount specified in the Cheque

chequeDate

string

optional

Cheque issuance date in the format yyyyMMdd

chequeBankId

integer?

optional

The numerical code that indicates a financial institution (If type is 2, bankId is required)

chequePaymentMethodId

string

optional

The Unique Identifier of the payment method used to record the Cheque payment

chequePaymentMethodCode

string

optional

The Code of the payment method used to record the Cheque payment

getResult

integer?

optional

Numeric code used to reduce the amount of response data received

Response

{
  "PeakBillingNotes": {
    "resCode": "200",
    "resDesc": "PeakBillingNotes have Completed",
    "billingNotes": [{
      "id": "faa7a1d3-71af-48d0-bdd2-8c262bb15331",
      "code": "BAAN01A00039",
      "issuedDate": "20211209",
      "dueDate": "20211216",
      "contactId": "129c968f-23e9-4ee9-9dc7-3f799b47c029",
      "contactCode": "C00003",
      "transactions": [{ "id": "guid", "code": "IVTZ202112028", "amount": 260 }],
      "preTaxAmount": 242.99,
      "netAmount": 260,
      "vatAmount": 17.01,
      "whtAmount": 0,
      "paymentAmount": 0,
      "remainAmount": 260,
      "remainWhtAmount": 0,
      "documentLink": "https://...",
      "onlineViewLink": "https://...",
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

CreateBillingNoteExpense

Creates a billing note expense in Peak Account. Returns the created billing note expense details.

0 required · 27 optional

Parameter

Type

Description

transactions

array[BillingNoteTransaction]

optional

The object array containing data of the documents to be invoiced

array[BillingNoteTransaction] fields

Field	Type
id	string
code	string
amount	number?

code

string

optional

The code of the document for which a billing note is to be issued

issuedDate

string

optional

Document issuance date

dueDate

string

optional

Document due date, which must be after the document issuance date

contactId

string

optional

Unique Identifier of the contact associated with the document

contactCode

string

optional

Code of the contact associated with the document (If contactId has been assigned a value, contactCode is not required)

remark

string

optional

Additional remarks or notes

tags

array[String]

optional

Label attached to someone or something for the purpose of identification or to give other information

paymentDate

string

optional

Payment date in the format yyyyMMdd

withHoldingTaxAmount

string

optional

Withholding tax amount for the payment

paymentAmount

number?

optional

Payment amount

paymentMethodId

string

optional

The Unique Identifier of the payment method

paymentMethodCode

string

optional

Code of the payment method (If paymentMethodId has been assigned a value, paymentMethodCode is not required)

accountCode

string

optional

Account code to be used for recording financial transactions

accountSubId

string

optional

Sub account Unique Identifier to be used for recording financial transactions

accountSubCode

string

optional

Sub account code to be used for recording financial transactions

paymentNote

string

optional

Additional remarks or notes for that specific payment received

isCheque

integer?

optional

Whether this payment is made by Cheque (0 = No, 1 = Yes)

chequeAccountNo

string

optional

Bank account number

chequeBranchNo

string

optional

Bank branch number

chequeNo

string

optional

Cheque number

chequeAmount

number?

optional

Amount specified in the Cheque

chequeDate

string

optional

Cheque issuance date in the format yyyyMMdd

chequeBankId

integer?

optional

The numerical code that indicates a financial institution (If type is 2, bankId is required)

chequePaymentMethodId

string

optional

The Unique Identifier of the payment method used to record the Cheque payment

chequePaymentMethodCode

string

optional

The Code of the payment method used to record the Cheque payment

getResult

integer?

optional

Numeric code used to reduce the amount of response data received

Response

{
  "PeakBillingNotesExpenses": {
    "resCode": "200",
    "resDesc": "PeakBillingNotesExpenses have Completed",
    "billingNotesExpenses": [{
      "id": "faa7a1d3-71af-48d0-bdd2-8c262bb15331",
      "code": "BNX01A00039",
      "issuedDate": "20211209",
      "dueDate": "20211216",
      "contactId": "129c968f-23e9-4ee9-9dc7-3f799b47c029",
      "contactCode": "C00003",
      "transactions": [{ "id": "guid", "code": "IVTZ202112028", "amount": 260 }],
      "preTaxAmount": 242.99,
      "netAmount": 260,
      "vatAmount": 17.01,
      "whtAmount": 0,
      "paymentAmount": 0,
      "remainAmount": 260,
      "remainWhtAmount": 0,
      "documentLink": "https://...",
      "onlineViewLink": "https://...",
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

GetBillingNoteExpense

Gets billing note expenses from Peak Account. Filter by date range, status, or search text. Returns a list of billing note expenses with pagination.

0 required · 6 optional

Parameter	Type		Description
dateStart	string	optional	Start date for filtering billing note expenses (format yyyyMMdd).
dateEnd	string	optional	End date for filtering billing note expenses (format yyyyMMdd).
status	integer?	optional	Status of the billing note expense for filtering. (0 = None, 1 = Voided, 2 = Draft, 3 = AwaitApproval, 4 = Outstanding, 5 = Overdue, 6 = PaidOrAwaitReceipt)
searchText	string	optional	Text to search for in billing note expenses.
limit	integer?	optional	Maximum number of entries to retrieve.
page	integer?	optional	Page number for displaying data, where each page will show 10 entries.

Response

{
  "PeakBillingNotesExpenses": {
    "resCode": "200",
    "resDesc": "PeakBillingNotesExpenses have Completed",
    "totalBillingNoteExpense": 3,
    "billingNotesExpenses": [{
      "code": "BNX0600027",
      "issuedDate": "20230612",
      "contactId": "079fa9e4-de10-4020-b290-eae29cdbc1ca",
      "contactCode": "C00002",
      "netAmount": 10,
      "documentLink": "https://...",
      "onlineViewLink": "https://...",
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

GetBillingNote

Gets billing notes from Peak Account. Filter by date range, status, or search text. Returns a list of billing notes with pagination.

0 required · 6 optional

Parameter	Type		Description
dateStart	string	optional	Start date for filtering billing notes (format yyyyMMdd).
dateEnd	string	optional	End date for filtering billing notes (format yyyyMMdd).
status	integer?	optional	Status of the billing note for filtering. (0 = None, 1 = Voided, 2 = Draft, 3 = AwaitApproval, 4 = Outstanding, 5 = Overdue, 6 = PaidOrAwaitReceipt)
searchText	string	optional	Text to search for in billing notes.
limit	integer?	optional	Maximum number of entries to retrieve.
page	integer?	optional	Page number for displaying data, where each page will show 10 entries.

Response

{
  "PeakBillingNotes": {
    "resCode": "200",
    "resDesc": "PeakBillingNotes have Completed",
    "totalBillingNote": 3,
    "billingNotes": [{
      "code": "BN0600027",
      "issuedDate": "20230612",
      "contactId": "079fa9e4-de10-4020-b290-eae29cdbc1ca",
      "contactCode": "C00002",
      "netAmount": 10,
      "documentLink": "https://...",
      "onlineViewLink": "https://...",
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

Classification

3 tools

GetClassificationGroup

Retrieve all Classification Groups configured in this PEAK account. Classifications are user-defined labels that let businesses tag documents by department, project, branch, cost center, or any other dimension — each business defines its own groups. Call this tool first before using CreateTransactionClassification — you need the classificationGroup number and the classificationItem number to tag a transaction correctly.

no params

No parameters required.

Response

{
  "peakClassification": {
    "classificationGroup": [
      {
        "resCode": "string",
        "resDesc": "string",
        "number": "string",
        "name": "string",
        "description": "string",
        "classificationDocumentFinanceType": 0,
        "classificationItemList": [
          {
            "number": "string",
            "name": "string",
            "description": "string"
          }
        ]
      }
    ],
    "resDesc": "string",
    "resCode": "string"
  }
}

GetTransactionClassification

Get Transaction Classification from Peak Account.

0 required · 3 optional

Parameter	Type		Description
transactionId	string	optional	The Unique Identifier of the transaction
transactionCode	string	optional	The code of the transaction
transactionType	integer?	optional	The numerical code indicating the type of transaction (0 = None, 1 = Quotation, 2 = Invoice, 3 = Receipt, 4 = TaxInvoice, 5 = CreditNote, 6 = BillingNote, 7 = DebitNote, 11 = Dailyjournal)

Response

{
  "peakClassification": {
    "transactionCode": "string",
    "transactionType": 0,
    "classifications": [
      {
        "classificationGroupCode": "string",
        "classificationItemList": [
          {
            "number": "string",
            "percent": 0.0
          }
        ]
      }
    ],
    "resDesc": "string",
    "resCode": "string"
  }
}

CreateTransactionClassification

Tag an existing transaction (Invoice, Expense, Receipt, etc.) with a Classification label — such as a department, project, or branch — as defined in the business's Classification Groups. Prerequisites: 1. The transaction must already exist (e.g., call CreateInvoice first to get the transactionId) 2. classificationGroup number and classificationItem number — call GetClassificationGroup to retrieve valid values for this account

0 required · 5 optional

Parameter

Type

Description

transactionId

string

optional

The Unique Identifier of the transaction

transactionCode

string

optional

The code of the transaction

transactionType

integer?

optional

The numerical code indicating the type of transaction (0 = None, 1 = Quotation, 2 = Invoice, 3 = Receipt, 4 = TaxInvoice, 5 = CreditNote, 6 = BillingNote, 7 = DebitNote, 11 = Dailyjournal)

classificationGroupCode

string

optional

The code of the classification group

classificationItemList

array[TransactionClassificationItemEntry]

optional

A list of classification items

array[TransactionClassificationItemEntry] fields

Field	Type
number	string
percent	number?

Response

{
  "resCode": "200",
  "resDesc": "Success"
}

Contact

2 tools

SearchContacts

Searches for existing customers and vendors (contacts) in PEAK Account. Always call this tool first before creating any document (Invoice, Expense, etc.) to check if the contact already exists and get their contactId. Returns contactId and contactCode needed for document creation tools. If no contact is found, use CreateContact to add them first.

0 required · 5 optional

Parameter	Type		Description
status	integer?	optional	Filter by contact status (0 = All, 1 = Active, 2 = Inactive)
groupId	string	optional	Filter by group ID.
searchText	string	optional	Search keyword for contact name or related data. Use searchText to search by company name, contact name, or tax number.
limit	integer?	optional	Maximum number of contacts to retrieve.
page	integer?	optional	Page number (each page shows 10 entries).

Response

{
  "PeakContacts": {
    "resCode": "200",
    "resDesc": "PeakContacts have Completed",
    "totalContact": 25,
    "contacts": [{
      "id": "guid",
      "code": "C001",
      "name": "Company Name",
      "type": 1,
      "taxNumber": "0123456789012",
      "branchCode": "00000",
      "email": "[email protected]",
      "address": "123 Main St",
      "subDistrict": "...",
      "district": "...",
      "province": "Bangkok",
      "postCode": "10110",
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

CreateContact

Creates a new customer or vendor (contact) in PEAK Account. Call this tool when SearchContacts returns no results for a person or company. To link bank account for payment: include bankId, bankAccountNo, bankAccountName. For account tracking: set purchaseAccount (if vendor) or sellAccount (if customer). Returns contactId and contactCode to use in document creation tools.

1 required · 29 optional

Parameter	Type		Description
name	string	required	Contact name
type	integer	optional	Type of contact (0 = None, 1 = LimitedLiabilityPartnership, 2 = CompanyLimited, 3 = PublicCompanyLimited, 4 = Shop, 5 = OrdinaryPerson, 6 = BodyOfPersons, 7 = Others, 8 = OrdinaryPartnership, 9 = Foundation, 10 = Association, 11 = JointVenture)
prefixNameType	integer?	optional	If the value of "type" is 5 (Individual/Person), the "prefixNameType" field is a required variable that indicates the prefix of the contact's name (0 = None, 1 = Sir, 2 = Mr, 3 = Mrs, 4 = Ms, 5 = Other)
prefixNameOther	string	optional	If the value of "prefixNameType" is 6 (Other), the "prefixNameOther" field is a required variable that indicates the custom prefix for the contact's name
taxNumber	string	optional	Tax Identification Number (TIN)
branchCode	string	optional	The 5-digit number that identifies the branch of your contact's business
address	string	optional	The address registered for the branch.
subDistrict	string	optional	Sub-district of the contact's address
district	string	optional	District of the contact's address
province	string	optional	Province of the contact's address
country	string	optional	Country of the contact's address
postCode	string	optional	Post code of the contact's address
callCenterNumber	string	optional	Call center number.
faxNumber	string	optional	Fax number.
email	string	optional	Email address of the contact
website	string	optional	Website URL.
contactFirstName	string	optional	First name of the contactable person
contactLastName	string	optional	Last name of the contactable person
contactNickName	string	optional	Nickname of the contactable person
contactPosition	string	optional	Position of the contactable person
contactPhoneNumber	string	optional	Phone number of the contactable person
contactEmail	string	optional	Email of the contactable person
purchaseAccount	string	optional	If the contact is a seller, PEAK will record the transaction in this account
sellAccount	string	optional	If the contact is a buyer, PEAK will record the transaction in this account
bankId	integer?	optional	Bank ID for bank account.
bankBranch	string	optional	Bank branch name.
bankAccountNo	string	optional	Bank account number.
bankAccountName	string	optional	Bank account name.
id	string	optional	The Unique Identifier will generated by PEAK for referencing the contacts
code	string	optional	Code of the contact that will be displayed in PEAK

Response

{
  "PeakContacts": {
    "resCode": "200",
    "resDesc": "PeakContacts have Completed",
    "contacts": [{
      "id": "917c3e8f-b315-4968-b8cc-08e2220d8682",
      "code": "C01401",
      "name": "Company Name",
      "type": 2,
      "taxNumber": "0105557083391",
      "branchCode": "00000",
      "address": "...",
      "subDistrict": "...",
      "district": "...",
      "province": "กรุงเทพมหานคร",
      "country": "Thailand",
      "postCode": "10220",
      "email": "",
      "purchaseAccount": "212101",
      "sellAccount": "113101",
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

CreditNote

4 tools

CreateCreditNote

Creates a credit note (ใบลดหนี้) in PEAK Account to reduce the amount owed on a previously issued invoice or tax invoice. Use this when: goods are returned, price was incorrect, or discount is granted after invoicing. Returns the credit note which will reduce the customer's outstanding balance.

1 required · 45 optional

Parameter

Type

Description

products

array[InvoiceProduct]

required

An array of objects that will contain various data for the list of products or services

array[InvoiceProduct] fields

Field	Type
id	string
productId	string
productCode	string
description	string
accountCode	string
accountSubId	string
accountSubCode	string
quantity	number
price	number
discount	string
vatType	integer
isDescription	integer?
withHoldingTaxAmount	string

transactionType

integer?

optional

The numerical code indicating the type of document for issuing a credit note (0 = None, 1 = Quotation, 2 = Invoice, 3 = Receipt, 4 = TaxInvoice, 5 = CreditNote, 6 = BillingNote, 7 = DebitNote, 11 = Dailyjournal)

transactionId

string

optional

The Unique Identifier of the document for which a credit note is to be issued

transactionCode

string

optional

The code of the document for which a credit note is to be issued

reasonType

integer?

optional

The numerical code indicating the reason for issuing a credit note (0 = None, 1 = PromotionAndMarketing, 2 = OfficeUse, 3 = ProductionUse, 4 = ServiceUse, 5 = Donation, 6 = DamageOrLoss, 7 = Others)

creditNoteStyleType

integer?

optional

The numerical code indicating the type of credit note display (0 = General, 1 = ThaiPopular)

reasonDescription

string

optional

The description of reason for issuing a credit note

goodsReturn

integer?

optional

Whether this credit note involves a product return (0 = No, 1 = Yes)

code

string

optional

The code displayed in the PEAK. If no value is provided, PEAK will generate it automatically

issuedDate

string

optional

Document issuance date

dueDate

string

optional

Document due date, which must be after the document issuance date

contactId

string

optional

Unique Identifier of the contact associated with the document

contactCode

string

optional

Code of the contact associated with the document (If contactId has been assigned a value, contactCode is not required)

reference

string

optional

Reference information of the document

remark

string

optional

Additional remarks or notes

taxStatus

integer?

optional

Specify the tax status of the document to indicate whether the price includes tax or the tax is separate (0 = ExcludeTax, 1 = IncludeTax, 2 = NonTax)

discountTotal

string

optional

The total discount should not exceed the net total of the document or be greater than 100%. Additionally, it can only be applied when the tax type of each item is the same

isTaxInvoice

integer?

optional

Whether the document can be used as a tax invoice (0 = No, 1 = Yes)

tags

array[String]

optional

Label attached to someone or something for the purpose of identification or to give other information

status

string

optional

Status of the document, which can have multiple states such as Draft, Approve, Voided, etc

preTaxAmount

number?

optional

Amount before tax is applied (If value is null, PEAK will calculate it automatically)

vatAmount

number?

optional

Tax collected from the increased value of products or services (If value is null, PEAK will calculate it automatically)

netAmount

number?

optional

Total value of the document after tax and discounts have been applied (If value is null, PEAK will calculate it automatically)

paymentMethodCode

string

optional

Payment method code. Required to record a paid credit note.

paymentMethodId

string

optional

The Unique Identifier of the payment method

paymentAmount

number?

optional

Payment amount

paymentDate

string

optional

Payment date in the format yyyyMMdd

paymentAccountCode

string

optional

Account code to be used for recording financial transactions

paymentAccountSubId

string

optional

Sub account Unique Identifier to be used for recording financial transactions

paymentAccountSubCode

string

optional

Sub account code to be used for recording financial transactions

paymentNote

string

optional

Additional remarks or notes for that specific payment received

isCheque

integer?

optional

Whether this payment is made by Cheque (0 = No, 1 = Yes)

paidPaymentsWithHoldingTaxAmount

string

optional

Withholding tax amount for the payment

currencyId

integer?

optional

Currency ID for foreign currency transactions

exchangeRate

number?

optional

Exchange rate for foreign currency transactions

returnPaymentMethodCode

string

optional

Payment method code for return payment

returnPaymentMethodId

string

optional

The Unique Identifier of the return payment method

returnPaymentAmount

number?

optional

Return payment amount

returnPaymentDate

string

optional

Return payment date in the format yyyyMMdd

returnPaymentAccountCode

string

optional

Account code to be used for recording return payment transactions

returnPaymentAccountSubId

string

optional

Sub account Unique Identifier to be used for recording return payment transactions

returnPaymentAccountSubCode

string

optional

Sub account code to be used for recording return payment transactions

returnPaymentNote

string

optional

Additional remarks or notes for the return payment

returnPaymentIsCheque

integer?

optional

Whether the return payment is made by Cheque (0 = No, 1 = Yes)

returnPaymentWithHoldingTaxAmount

string

optional

Withholding tax amount for the return payment

getResult

integer?

optional

Numeric code used to reduce the amount of response data received

Response

{
  "PeakCreditNotes": {
    "resCode": "200",
    "resDesc": "PeakCreditNotes have Completed",
    "creditNotes": [{
      "transactionId": "6efe1b39-c944-4412-ba81-209a6933bac7",
      "transactionType": 102,
      "creditNoteStyleType": 1,
      "reasonType": 1,
      "reasonDescription": "...",
      "goodsReturn": 1,
      "transactions": {
        "id": "5c707ff3-bea4-4475-8595-8d91a592403a",
        "code": "CNT0800124",
        "issuedDate": "20230815",
        "products": [{ "id": "guid", "productCode": "PP20180917", "accountCode": "410101", "description": "...", "quantity": 21, "price": 220, "vatType": 2 }],
        "resCode": "200",
        "resDesc": "Success"
      },
      "preTaxAmount": 5140,
      "netAmount": 5140,
      "vatAmount": 0,
      "whtAmount": 154.2,
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

CreateCreditNoteExpense

Creates a credit note expense in Peak Account. Returns the created credit note expense details.

1 required · 45 optional

Parameter

Type

Description

products

array[InvoiceProduct]

required

An array of objects that will contain various data for the list of products or services

array[InvoiceProduct] fields

Field	Type
id	string
productId	string
productCode	string
description	string
accountCode	string
accountSubId	string
accountSubCode	string
quantity	number
price	number
discount	string
vatType	integer
isDescription	integer?
withHoldingTaxAmount	string

transactionType

integer?

optional

The numerical code indicating the type of document for issuing a credit note (0 = None, 1 = Quotation, 2 = Invoice, 3 = Receipt, 4 = TaxInvoice, 5 = CreditNote, 6 = BillingNote, 7 = DebitNote, 11 = Dailyjournal)

transactionId

string

optional

The Unique Identifier of the document for which a credit note is to be issued

transactionCode

string

optional

The code of the document for which a credit note is to be issued

reasonType

integer?

optional

The numerical code indicating the reason for issuing a credit note (0 = None, 1 = PromotionAndMarketing, 2 = OfficeUse, 3 = ProductionUse, 4 = ServiceUse, 5 = Donation, 6 = DamageOrLoss, 7 = Others)

creditNoteStyleType

integer?

optional

The numerical code indicating the type of credit note display (0 = General, 1 = ThaiPopular)

reasonDescription

string

optional

The description of reason for issuing a credit note

goodsReturn

integer?

optional

Whether this credit note involves a product return (0 = No, 1 = Yes)

code

string

optional

The code displayed in the PEAK. If no value is provided, PEAK will generate it automatically

issuedDate

string

optional

Document issuance date

dueDate

string

optional

Document due date, which must be after the document issuance date

contactId

string

optional

Unique Identifier of the contact associated with the document

contactCode

string

optional

Code of the contact associated with the document (If contactId has been assigned a value, contactCode is not required)

reference

string

optional

Reference information of the document

remark

string

optional

Additional remarks or notes

taxStatus

integer?

optional

Specify the tax status of the document to indicate whether the price includes tax or the tax is separate (0 = ExcludeTax, 1 = IncludeTax, 2 = NonTax)

discountTotal

string

optional

The total discount should not exceed the net total of the document or be greater than 100%. Additionally, it can only be applied when the tax type of each item is the same

isTaxInvoice

integer?

optional

Whether the document can be used as a tax invoice (0 = No, 1 = Yes)

tags

array[String]

optional

Label attached to someone or something for the purpose of identification or to give other information

status

string

optional

Status of the document, which can have multiple states such as Draft, Approve, Voided, etc

preTaxAmount

number?

optional

Amount before tax is applied (If value is null, PEAK will calculate it automatically)

vatAmount

number?

optional

Tax collected from the increased value of products or services (If value is null, PEAK will calculate it automatically)

netAmount

number?

optional

Total value of the document after tax and discounts have been applied (If value is null, PEAK will calculate it automatically)

paymentMethodCode

string

optional

Payment method code. Required to record a paid credit note expense.

paymentMethodId

string

optional

The Unique Identifier of the payment method

paymentAmount

number?

optional

Payment amount

paymentDate

string

optional

Payment date in the format yyyyMMdd

paymentAccountCode

string

optional

Account code to be used for recording financial transactions

paymentAccountSubId

string

optional

Sub account Unique Identifier to be used for recording financial transactions

paymentAccountSubCode

string

optional

Sub account code to be used for recording financial transactions

paymentNote

string

optional

Additional remarks or notes for that specific payment received

isCheque

integer?

optional

Whether this payment is made by Cheque (0 = No, 1 = Yes)

paidPaymentsWithHoldingTaxAmount

string

optional

Withholding tax amount for the payment

currencyId

integer?

optional

Currency ID for foreign currency transactions

exchangeRate

number?

optional

Exchange rate for foreign currency transactions

returnPaymentMethodCode

string

optional

Payment method code for return payment

returnPaymentMethodId

string

optional

The Unique Identifier of the return payment method

returnPaymentAmount

number?

optional

Return payment amount

returnPaymentDate

string

optional

Return payment date in the format yyyyMMdd

returnPaymentAccountCode

string

optional

Account code to be used for recording return payment transactions

returnPaymentAccountSubId

string

optional

Sub account Unique Identifier to be used for recording return payment transactions

returnPaymentAccountSubCode

string

optional

Sub account code to be used for recording return payment transactions

returnPaymentNote

string

optional

Additional remarks or notes for the return payment

returnPaymentIsCheque

integer?

optional

Whether the return payment is made by Cheque (0 = No, 1 = Yes)

returnPaymentWithHoldingTaxAmount

string

optional

Withholding tax amount for the return payment

getResult

integer?

optional

Numeric code used to reduce the amount of response data received

Response

{
  "PeakCreditNotesExpenses": {
    "resCode": "200",
    "resDesc": "PeakCreditNotesExpenses have Completed",
    "creditNotesExpenses": [{
      "transactionId": "6efe1b39-c944-4412-ba81-209a6933bac7",
      "transactionType": 102,
      "creditNoteStyleType": 1,
      "reasonType": 1,
      "reasonDescription": "...",
      "goodsReturn": 1,
      "transactions": {
        "id": "5c707ff3-bea4-4475-8595-8d91a592403a",
        "code": "CNX0800124",
        "issuedDate": "20230815",
        "products": [{ "id": "guid", "productCode": "PP20180917", "accountCode": "410101", "description": "...", "quantity": 21, "price": 220, "vatType": 2 }],
        "resCode": "200",
        "resDesc": "Success"
      },
      "preTaxAmount": 5140,
      "netAmount": 5140,
      "vatAmount": 0,
      "whtAmount": 154.2,
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

GetCreditNoteExpense

Gets credit note expenses from Peak Account. Filter by date range, status, or search text. Returns a list of credit note expenses with pagination.

0 required · 6 optional

Parameter	Type		Description
dateStart	string	optional	Start date for filtering credit note expenses (format yyyyMMdd).
dateEnd	string	optional	End date for filtering credit note expenses (format yyyyMMdd).
status	integer?	optional	Filter by document status (0 = None, 1 = Voided, 2 = Draft, 3 = AwaitApproval, 4 = Outstanding, 5 = Overdue, 6 = PaidOrAwaitReceipt)
searchText	string	optional	Text to search for in credit note expenses.
limit	integer?	optional	Maximum number of entries to retrieve.
page	integer?	optional	Page number for displaying data, where each page will show 10 entries.

Response

{
  "PeakCreditNotesExpenses": {
    "creditNotesExpenses": [
      {
        "code": "CNX0600027",
        "issuedDate": "20230612",
        "contactId": "079fa9e4-de10-4020-b290-eae29cdbc1ca",
        "contactCode": "C00002",
        "netAmount": 10,
        "documentLink": "https://...",
        "onlineViewLink": "https://...",
        "resCode": "200",
        "resDesc": "Success"
      }
    ],
    "totalCreditNoteExpense": 1,
    "resDesc": "PeakCreditNotesExpenses have Completed",
    "resCode": "200"
  }
}

GetCreditNote

Gets credit notes from Peak Account. Filter by date range, status, or search text. Returns a list of credit notes with pagination.

0 required · 6 optional

Parameter	Type		Description
dateStart	string	optional	Start date for filtering credit notes (format yyyyMMdd).
dateEnd	string	optional	End date for filtering credit notes (format yyyyMMdd).
status	integer?	optional	Filter by document status (0 = None, 1 = Voided, 2 = Draft, 3 = AwaitApproval, 4 = Outstanding, 5 = Overdue, 6 = PaidOrAwaitReceipt)
searchText	string	optional	Text to search for in credit notes.
limit	integer?	optional	Maximum number of entries to retrieve.
page	integer?	optional	Page number for displaying data, where each page will show 10 entries.

Response

{
  "PeakCreditNotes": {
    "creditNotes": [
      {
        "code": "CNT0600027",
        "issuedDate": "20230612",
        "contactId": "079fa9e4-de10-4020-b290-eae29cdbc1ca",
        "contactCode": "C00002",
        "netAmount": 10,
        "documentLink": "https://...",
        "onlineViewLink": "https://...",
        "resCode": "200",
        "resDesc": "Success"
      }
    ],
    "totalCreditNote": 1,
    "resDesc": "PeakCreditNotes have Completed",
    "resCode": "200"
  }
}

DailyJournal

1 tool

GetAccountCodes

Retrieves all chart of accounts (ผังบัญชี) configured in PEAK Account. Call this tool to find the correct accountCode before creating documents, especially when the product/service doesn't have a default account set. Common account codes: - 410101 = รายได้จากการขาย (Sales from product) - 114102 = สินค้าสำเร็จรูป (Finished goods) - 212101 = เจ้าหนี้การค้า (Accounts Payable) - 113101 = ลูกหนี้การค้า (Accounts Receivable)Returns id, code, name, and type for each account.

no params

No parameters required.

Response

{
  "PeakAccountCode": {
    "resCode": "200",
    "resDesc": "Success",
    "data": [{
      "id": "guid",
      "code": "11000",
      "name": "Cash / เงินสด",
      "type": "..."
    }]
  }
}

Expense

2 tools

CreateExpense

Creates an expense record in PEAK Account for tracking money paid out (รายจ่าย). Use this for: vendor bills, operating costs, purchases from suppliers. IMPORTANT: Before calling this tool: 1. contactId or contactCode — the vendor/supplier (use SearchContacts or CreateContact) 2. At least one product/service in the products array (use SearchProducts or accountCode to find) To record payment in the same call, include paymentMethodCode and paymentAmount. For withholding tax: include withHoldingTaxAmount at the document level.

1 required · 29 optional

Parameter

Type

Description

products

array[InvoiceProduct]

required

List of products/services. Each item: productCode, accountCode, description, price, quantity, vatType.

array[InvoiceProduct] fields

Field	Type
id	string
productId	string
productCode	string
description	string
accountCode	string
accountSubId	string
accountSubCode	string
quantity	number
price	number
discount	string
vatType	integer
isDescription	integer?
withHoldingTaxAmount	string

contactCode

string

optional

Contact code of the vendor/supplier (e.g. 'C001'). Use SearchContacts if unknown.

contactId

string

optional

Contact ID of the vendor/supplier.

status

string

optional

Document status: 'Draft' or 'Approve'. Default is 'Draft'.

code

string

optional

Expense document code. Peak will auto-generate if omitted.

issuedDate

string

optional

Document issuance date (yyyyMMdd). Defaults to today.

dueDate

string

optional

Document due date (yyyyMMdd). Must be after issuedDate. Defaults to 7 days from today.

reference

string

optional

Reference information for the document.

remark

string

optional

Additional remarks or notes.

taxStatus

integer?

optional

Tax status indicating whether price includes tax or tax is separate. (0 = ExcludeTax, 1 = IncludeTax, 2 = NonTax)

discountTotal

string

optional

Total discount. Cannot exceed net total and only applies when all items have the same tax type.

isTaxInvoice

integer?

optional

Whether the document can be used as a tax invoice (0 = No, 1 = Yes)

tags

array[String]

optional

Labels/tags attached to the document.

withHoldingTaxAmount

string

optional

Withholding tax amount for the document.

preTaxAmount

number?

optional

Amount before tax. PEAK calculates automatically if omitted.

vatAmount

number?

optional

VAT amount. PEAK calculates automatically if omitted.

netAmount

number?

optional

Net amount after tax and discounts. PEAK calculates automatically if omitted.

paymentMethodCode

string

optional

Payment method code (e.g. 'CSH260'). Required to record a paid expense.

paymentMethodId

string

optional

Payment method ID. Use instead of paymentMethodCode if available.

paymentAmount

number?

optional

Payment amount.

paymentDate

string

optional

Payment date (yyyyMMdd). Defaults to today if paying.

paymentAccountCode

string

optional

Payment account code.

paymentAccountSubId

string

optional

Payment sub-account ID.

paymentAccountSubCode

string

optional

Payment sub-account code.

paymentNote

string

optional

Payment note.

isCheque

integer?

optional

Whether payment is by cheque (0 = No, 1 = Yes)

paidPaymentsWithHoldingTaxAmount

string

optional

Withholding tax amount for the payment.

currencyId

integer?

optional

Currency ID for foreign currency transactions.

exchangeRate

number?

optional

Exchange rate for foreign currency transactions.

getResult

integer?

optional

Numeric code to reduce response data.

Response

{
  "PeakExpenses": {
    "resCode": "200",
    "resDesc": "Success",
    "data": [{
      "id": "guid",
      "code": "EXP20240001",
      "status": "Draft",
      "issuedDate": "20240101",
      "dueDate": "20240108",
      "preTaxAmount": 1000.00,
      "vatAmount": 70.00,
      "netAmount": 1070.00
    }]
  }
}

GetExpense

Retrieve one or more Expenses by ID, document code, or reference number. Lookup options (use at least one): id, code (e.g. "EXP-2024-00321"), or reference. Use limit + page to paginate multiple results. Common use cases: - Check remainAmount - Verify Approved status before making payment

0 required · 6 optional

Parameter	Type		Description
code	string	optional	Document code to search for (e.g. 'EXP2023080003').
id	string	optional	Unique identifier of the expense.
reference	string	optional	Reference value to search for linked documents.
limit	integer?	optional	Maximum number of entries to retrieve.
page	integer?	optional	Page number (each page shows 10 entries).
getResult	integer?	optional	Numeric code to reduce the amount of response data received.

Response

{
  "PeakExpenses": {
    "resCode": "200",
    "resDesc": "Success",
    "data": [{
      "id": "guid",
      "code": "EXP20240001",
      "status": "Draft",
      "issuedDate": "20240101",
      "dueDate": "20240108",
      "preTaxAmount": 1000.00,
      "vatAmount": 70.00,
      "netAmount": 1070.00
    }]
  }
}

Invoice

2 tools

CreateInvoice

Creates a sales invoice in PEAK Account for billing a customer. IMPORTANT: Before calling this tool, make sure you have: 1. contactId or contactCode — use SearchContacts first if unknown 2. At least one product/service in the products array (use SearchProducts or accountCode to find) To record payment in the same call, include paymentMethodCode and paymentAmount.

1 required · 29 optional

Parameter

Type

Description

products

array[InvoiceProduct]

required

List of products/services. Each item: productCode, accountCode, description, price, quantity, vatType.

array[InvoiceProduct] fields

Field	Type
id	string
productId	string
productCode	string
description	string
accountCode	string
accountSubId	string
accountSubCode	string
quantity	number
price	number
discount	string
vatType	integer
isDescription	integer?
withHoldingTaxAmount	string

contactCode

string

optional

Contact code of the customer (e.g. 'C001'). Use SearchContacts if unknown.

contactId

string

optional

Contact ID of the customer.

status

string

optional

Document status: 'Draft' or 'Approve'. Default is 'Draft'.

code

string

optional

Invoice document code. Peak will auto-generate if omitted.

issuedDate

string

optional

Document issuance date (yyyyMMdd). Defaults to today.

dueDate

string

optional

Document due date (yyyyMMdd). Must be after issuedDate. Defaults to 7 days from today.

reference

string

optional

Reference information for the document.

remark

string

optional

Additional remarks or notes.

taxStatus

integer?

optional

Tax status indicating whether price includes tax or tax is separate. (0 = ExcludeTax, 1 = IncludeTax, 2 = NonTax)

discountTotal

string

optional

Total discount. Cannot exceed net total and only applies when all items have the same tax type.

isTaxInvoice

integer?

optional

Whether the document can be used as a tax invoice (0 = No, 1 = Yes)

tags

array[String]

optional

Labels/tags attached to the document.

withHoldingTaxAmount

string

optional

Withholding tax amount for the document.

preTaxAmount

number?

optional

Amount before tax. PEAK calculates automatically if omitted.

vatAmount

number?

optional

VAT amount. PEAK calculates automatically if omitted.

netAmount

number?

optional

Net amount after tax and discounts. PEAK calculates automatically if omitted.

paymentMethodCode

string

optional

Payment method code (e.g. 'CSH260'). Required to record a paid invoice.

paymentMethodId

string

optional

Payment method ID. Use instead of paymentMethodCode if available.

paymentAmount

number?

optional

Payment amount.

paymentDate

string

optional

Payment date (yyyyMMdd). Defaults to today if paying.

paymentAccountCode

string

optional

Payment account code.

paymentAccountSubId

string

optional

Payment sub-account ID.

paymentAccountSubCode

string

optional

Payment sub-account code.

paymentNote

string

optional

Payment note.

isCheque

integer?

optional

Whether payment is by cheque (0 = No, 1 = Yes)

paidPaymentsWithHoldingTaxAmount

string

optional

Withholding tax amount for the payment.

currencyId

integer?

optional

Currency ID for foreign currency transactions.

exchangeRate

number?

optional

Exchange rate for foreign currency transactions.

getResult

integer?

optional

Numeric code to reduce the amount of response data received.

Response

{
  "PeakInvoices": {
    "resCode": "200",
    "resDesc": "Success",
    "data": [{
      "id": "guid",
      "code": "INV20240001",
      "status": "Draft",
      "issuedDate": "20240101",
      "dueDate": "20240108",
      "preTaxAmount": 1000.00,
      "vatAmount": 70.00,
      "netAmount": 1070.00
    }]
  }
}

GetInvoice

Retrieve one or more Invoices by ID, document code, or reference number. Lookup options (use at least one): id, code (e.g. "INV202412005"), or reference. Use limit + page to paginate multiple results. Common use cases: - Check remainAmount - Verify Approved status before issuing a Receipt

0 required · 6 optional

Parameter	Type		Description
reference	string	optional	If a document has references or is created based on other documents, you can use the value "Reference" to indicate the field that allows searching for that document. This field can be used to link or retrieve the document by its reference value.
code	string	optional	Document code to search for (e.g. 'IVS202308020').
id	string	optional	The Unique Identifier generated by PEAK to identify data.
limit	integer?	optional	Maximum number of entries to retrieve.
page	integer?	optional	Page number for displaying data, where each page will show 10 entries.
getResult	integer?	optional	Numeric code used to reduce the amount of response data received.

Response

{
  "PeakInvoices": {
    "resCode": "200",
    "resDesc": "PeakInvoices have Completed",
    "invoices": [{
      "id": "77dd1ceb-a0f6-44bb-ae9c-525cc8026b34",
      "code": "IVS202308020",
      "issuedDate": "20230815",
      "dueDate": "20230822",
      "contactId": "guid",
      "contactCode": "C01401",
      "status": "Approve",
      "isTaxInvoice": 0,
      "preTaxAmount": 300,
      "vatAmount": 21,
      "netAmount": 321,
      "whtAmount": 0,
      "paymentAmount": 321,
      "remainAmount": 0,
      "documentLink": "https://...",
      "onlineViewLink": "https://...",
      "remark": "...",
      "taxStatus": 0,
      "products": [{ "id": "guid", "productCode": "P001", "accountCode": "410101", "description": "...", "quantity": 1, "price": 300, "vatType": 3 }],
      "paidPayments": [{ "paymentDate": "20230815", "paymentTotal": 321, "payments": [{ "paymentMethodCode": "CSH260", "amount": 321 }], "journals": [{ "id": "guid", "code": "RV-..." }] }],
      "journals": [{ "id": "guid", "code": "SV-..." }]
    }]
  }
}

PaymentMethod

2 tools

GetPaymentMethod

Gets payment methods from Peak Account. Returns payment methods matching the given filters.

0 required · 5 optional

Parameter	Type		Description
code	string	optional	Filter by payment method code
id	string	optional	Filter by payment method unique identifier
limit	integer?	optional	Maximum number of records to retrieve
page	integer?	optional	Page number for pagination
getResult	integer?	optional	Numeric code used to reduce the amount of response data received

Response

{
  "PeakPaymentMethods": {
    "paymentMethods": [
      {
        "id": "c7fb1bae-ff40-4856-9214-b4e30719f233",
        "code": "BSV015",
        "name": "TEST GS BANK",
        "type": 2,
        "memo": "test quick add",
        "carringBalanceValue": 5000,
        "bankId": 18,
        "bankName": "ธนาคารออมสิน",
        "accountType": 2,
        "accountNumber": "888-999-450",
        "isHaveCheque": 1,
        "resCode": "200",
        "resDesc": "Success"
      }
    ],
    "totalPaymentMethod": 973,
    "resDesc": "PeakPaymentMethods have Completed",
    "resCode": "200"
  }
}

CreatePaymentMethod

Creates payment methods in Peak Account. Returns the result of each payment method creation.

0 required · 13 optional

Parameter	Type		Description
id	string	optional	The Unique Identifier generated by PEAK to identify data
code	string	optional	The code displayed in the PEAK
name	string	optional	Payment method name
type	integer?	optional	Type of payment method (0 = Others, 1 = Cash, 2 = BankAccount, 3 = CreditCard, 4 = EWallet)
memo	string	optional	Additional notes or remarks about the product or service
carringBalanceValue	integer?	optional	Carrying balance value
bankId	integer?	optional	The numerical code that indicates a financial institution (If type is 2, bankId is required)
eWalletId	integer?	optional	E-Wallet account number or identifier (If type is 4, accountCode is required)
bankName	string	optional	Name of the bank not available in the system (If type is 0, bankName is required)
accountType	integer?	optional	Type of bank account (1 = Current, 2 = Savings, 3 = FixedDeposit)
accountNumber	string	optional	Bank account number
isHaveCheque	integer?	optional	Whether this bank account can issue cheques (0 = No, 1 = Yes)
accountCode	string	optional	Account to record transactions from the E-Wallet (If type is 4, accountCode is required)

Response

{
  "PeakPaymentMethods": {
    "paymentMethods": [
      {
        "id": "9c6a2aab-0d03-4e65-92fe-fdad517daa69",
        "code": "BSV290",
        "name": "Payment method's name",
        "type": 2,
        "carringBalanceValue": 125632,
        "bankId": 10,
        "bankName": "ธนาคารทิสโก้ จำกัด (มหาชน)",
        "accountType": 2,
        "accountNumber": "3011199912123",
        "isHaveCheque": 1,
        "resCode": "200",
        "resDesc": "Success"
      }
    ],
    "resDesc": "PeakPaymentMethods have Completed",
    "resCode": "200"
  }
}

Product

2 tools

SearchProducts

Searches for products in Peak Account. Returns products matching the given filters. Returns: productId, productCode, name, price, vatType, unit — use productId when referencing items in other tools.

0 required · 4 optional

Parameter	Type		Description
year	string	optional	Filter by year (e.g. '2024').
searchText	string	optional	Search keyword for product name or related data.
limit	integer?	optional	Maximum number of products to retrieve.
page	integer?	optional	Page number (each page shows 10 entries).

Response

{
  "PeakProducts": {
    "resCode": "200",
    "resDesc": "Success",
    "data": [{
      "id": "guid",
      "code": "P001",
      "name": "Product Name",
      "type": 1,
      "sellValue": 100.00,
      "sellVatType": 3,
      "purchaseValue": 80.00,
      "purchaseVatType": 3
    }]
  }
}

CreateProduct

Creates a new product or service in Peak Account. Returns the created product details. Use this tool when the desired item does not yet exist in the system — call SearchProduct first to avoid creating duplicates. Returns: productId — save this to use as a line item reference in CreateInvoice, CreateExpense, CreatePurchaseOrder, etc.

1 required · 16 optional

Parameter	Type		Description
name	string	required	Product/service name.
type	integer	optional	Product/service type (1 = Product, 2 = Service). Default is 1.
code	string	optional	Product code displayed in PEAK. Peak will auto-generate if omitted.
description	string	optional	Additional description of the product/service.
sellValue	number	optional	Selling price per unit.
sellVatType	integer	optional	Selling tax rate (VAT Type). Default is 3. (1 = None, 2 = ZeroPercent, 3 = SevenPercent)
sellAccount	string	optional	Account code for selling transactions (e.g. '410101').
purchaseValue	number?	optional	Purchase price per unit.
purchaseVatType	integer?	optional	Purchase tax rate (VAT Type). (1 = None, 2 = ZeroPercent, 3 = SevenPercent)
purchaseAccount	string	optional	Account code for purchase transactions (e.g. '114102').
carryingBalanceValue	number?	optional	Carrying balance value.
carryingBalanceAmount	number?	optional	Carrying balance amount.
unitId	string	optional	Unit ID.
unitCode	string	optional	Unit code.
unitNameTh	string	optional	Unit name in Thai.
unitNameEn	string	optional	Unit name in English.
id	string	optional	Existing product ID (for referencing an existing product).

Response

{
  "PeakProducts": {
    "resCode": "200",
    "resDesc": "Success",
    "data": [{
      "id": "guid",
      "code": "P001",
      "name": "Product Name",
      "type": 1
    }]
  }
}

PurchaseOrder

2 tools

CreatePurchaseOrder

Create a Purchase Order (PO) to formally request goods or services from a vendor. A PO captures the vendor, expected items, quantities, and prices before the actual expense is incurred. Workflow: PO → (convert to) Expense → Expense Payment Returns: purchaseOrderId and code — save these to pass into CreateExpense when converting the PO into an actual expense.

1 required · 28 optional

Parameter

Type

Description

products

array[InvoiceProduct]

required

An array of objects that will contain various data for the list of products or services

array[InvoiceProduct] fields

Field	Type
id	string
productId	string
productCode	string
description	string
accountCode	string
accountSubId	string
accountSubCode	string
quantity	number
price	number
discount	string
vatType	integer
isDescription	integer?
withHoldingTaxAmount	string

code

string

optional

The code displayed in the PEAK. If no value is provided, PEAK will generate it automatically

issuedDate

string

optional

Document issuance date

dueDate

string

optional

Document due date, which must be after the document issuance date

contactId

string

optional

Unique Identifier of the contact associated with the document

contactCode

string

optional

Code of the contact associated with the document (If contactId has been assigned a value, contactCode is not required)

reference

string

optional

Reference information of the document

remark

string

optional

Additional remarks or notes

taxStatus

integer?

optional

Specify the tax status of the document to indicate whether the price includes tax or the tax is separate (0 = ExcludeTax, 1 = IncludeTax, 2 = NonTax)

discountTotal

string

optional

The total discount should not exceed the net total of the document or be greater than 100%. Additionally, it can only be applied when the tax type of each item is the same

isTaxInvoice

integer?

optional

Whether the document can be used as a tax invoice (0 = No, 1 = Yes)

tags

array[String]

optional

Label attached to someone or something for the purpose of identification or to give other information

status

string

optional

Status of the document, which can have multiple states such as Draft, Approve, Voided, etc

preTaxAmount

number?

optional

Amount before tax is applied (If value is null, PEAK will calculate it automatically)

vatAmount

number?

optional

Tax collected from the increased value of products or services (If value is null, PEAK will calculate it automatically)

netAmount

number?

optional

Total value of the document after tax and discounts have been applied (If value is null, PEAK will calculate it automatically)

paymentMethodCode

string

optional

Payment method code. Required to record a paid purchase order.

paymentMethodId

string

optional

The Unique Identifier of the payment method

paymentAmount

number?

optional

Payment amount

paymentDate

string

optional

Payment date in the format yyyyMMdd

paymentAccountCode

string

optional

Account code to be used for recording financial transactions

paymentAccountSubId

string

optional

Sub account Unique Identifier to be used for recording financial transactions

paymentAccountSubCode

string

optional

Sub account code to be used for recording financial transactions

paymentNote

string

optional

Additional remarks or notes for that specific payment received

isCheque

integer?

optional

Whether this payment is made by Cheque (0 = No, 1 = Yes)

paidPaymentsWithHoldingTaxAmount

string

optional

Withholding tax amount for the payment

currencyId

integer?

optional

Currency ID for foreign currency transactions

exchangeRate

number?

optional

Exchange rate for foreign currency transactions

getResult

integer?

optional

Numeric code used to reduce the amount of response data received

Response

{
  "PeakPurchaseOrders": {
    "resCode": "200",
    "resDesc": "PeakPurchaseOrders have Completed",
    "purchaseOrders": [{
      "id": "b6dbb6d7-b38e-4e2b-ac44-f321f38b4a3a",
      "code": "PO-2023010004",
      "issuedDate": "20230817",
      "dueDate": "20230818",
      "contactId": "917c3e8f-b315-4968-b8cc-08e2220d8682",
      "contactCode": "C01401",
      "status": "Approve",
      "isTaxInvoice": 0,
      "preTaxAmount": 200,
      "vatAmount": 0,
      "netAmount": 200,
      "whtAmount": 0,
      "taxStatus": 0,
      "products": [{ "id": "guid", "accountCode": "114102", "description": "Design by Peak", "quantity": 1, "price": 200, "vatType": 1 }],
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

GetPurchaseOrder

Retrieve the full details of a single Purchase Order by its ID, including status, line items, linked expenses, payment history, and remaining balance. Common use cases: - Check PO status (Draft / Approved / Partially Received / Closed) before taking next action - Confirm remaining balance before createExpense - Retrieve associated expenseId or journalId for downstream workflows

0 required · 6 optional

Parameter	Type		Description
dateStart	string	optional	Start date for filtering purchase orders (format yyyyMMdd).
dateEnd	string	optional	End date for filtering purchase orders (format yyyyMMdd).
status	integer?	optional	Filter by document status (0 = None, 1 = Voided, 2 = Draft, 3 = AwaitApproval, 4 = Outstanding, 5 = Overdue, 6 = PaidOrAwaitReceipt)
searchText	string	optional	Text to search for in purchase orders.
limit	integer?	optional	Maximum number of entries to retrieve.
page	integer?	optional	Page number for displaying data, where each page will show 10 entries.

Response

{
  "PeakPurchaseOrders": {
    "purchaseOrders": [
      {
        "code": "PO2023080002",
        "issuedDate": "20230809",
        "contactId": "bced4f76-8dbf-4518-ab75-c92437471f08",
        "contactCode": "572608351",
        "netAmount": 107,
        "documentLink": "https://...",
        "onlineViewLink": "https://...",
        "resCode": "200",
        "resDesc": "Success"
      }
    ],
    "totalPurchaseOrder": 1,
    "resDesc": "Success",
    "resCode": "200"
  }
}

Quotation

2 tools

CreateQuotation

Creates a sales quotation (ใบเสนอราคา) in PEAK Account to send to a potential customer. Use this as the first step in the sales workflow: Quotation -> Invoice -> Receipt. IMPORTANT: Before calling this tool: 1. contactId or contactCode — the vendor/supplier (use SearchContacts or CreateContact) 2. At least one product/service in the products array (use SearchProducts or accountCode to find)

1 required · 28 optional

Parameter

Type

Description

products

array[InvoiceProduct]

required

An array of objects that will contain various data for the list of products or services

array[InvoiceProduct] fields

Field	Type
id	string
productId	string
productCode	string
description	string
accountCode	string
accountSubId	string
accountSubCode	string
quantity	number
price	number
discount	string
vatType	integer
isDescription	integer?
withHoldingTaxAmount	string

code

string

optional

The code displayed in the PEAK. If no value is provided, PEAK will generate it automatically

issuedDate

string

optional

Document issuance date

dueDate

string

optional

Document due date, which must be after the document issuance date

contactId

string

optional

Unique Identifier of the contact associated with the document

contactCode

string

optional

Code of the contact associated with the document (If contactId has been assigned a value, contactCode is not required)

reference

string

optional

Reference information of the document

remark

string

optional

Additional remarks or notes

taxStatus

integer?

optional

Specify the tax status of the document to indicate whether the price includes tax or the tax is separate (0 = ExcludeTax, 1 = IncludeTax, 2 = NonTax)

discountTotal

string

optional

The total discount should not exceed the net total of the document or be greater than 100%. Additionally, it can only be applied when the tax type of each item is the same

isTaxInvoice

integer?

optional

Whether the document can be used as a tax invoice (0 = No, 1 = Yes)

tags

array[String]

optional

Label attached to someone or something for the purpose of identification or to give other information

status

string

optional

Status of the document, which can have multiple states such as Draft, Approve, Voided, etc (Default: Draft)

preTaxAmount

number?

optional

Amount before tax is applied (If value is null, PEAK will calculate it automatically)

vatAmount

number?

optional

Tax collected from the increased value of products or services (If value is null, PEAK will calculate it automatically)

netAmount

number?

optional

Total value of the document after tax and discounts have been applied (If value is null, PEAK will calculate it automatically)

paymentMethodCode

string

optional

Payment method code. Required to record a paid quotation.

paymentMethodId

string

optional

The Unique Identifier of the payment method

paymentAmount

number?

optional

Payment amount

paymentDate

string

optional

Payment date in the format yyyyMMdd

paymentAccountCode

string

optional

Account code to be used for recording financial transactions

paymentAccountSubId

string

optional

Sub account Unique Identifier to be used for recording financial transactions

paymentAccountSubCode

string

optional

Sub account code to be used for recording financial transactions

paymentNote

string

optional

Additional remarks or notes for that specific payment received

isCheque

integer?

optional

Whether this payment is made by Cheque (0 = No, 1 = Yes)

paidPaymentsWithHoldingTaxAmount

string

optional

Withholding tax amount for the payment

currencyId

integer?

optional

Currency ID for foreign currency transactions

exchangeRate

number?

optional

Exchange rate for foreign currency transactions

getResult

integer?

optional

Numeric code used to reduce the amount of response data received

Response

{
  "PeakQuotations": {
    "resCode": "200",
    "resDesc": "PeakQuotations have Completed",
    "quotations": [{
      "id": "b6dbb6d7-b38e-4e2b-ac44-f321f38b4a3a",
      "code": "QOU-230817000000012",
      "issuedDate": "20230817",
      "dueDate": "20230818",
      "contactId": "917c3e8f-b315-4968-b8cc-08e2220d8682",
      "contactCode": "C01401",
      "status": "Approve",
      "isTaxInvoice": 0,
      "preTaxAmount": 200,
      "vatAmount": 0,
      "netAmount": 200,
      "whtAmount": 0,
      "taxStatus": 0,
      "products": [{ "id": "guid", "accountCode": "114102", "description": "Design by Peak", "quantity": 1, "price": 200, "vatType": 1 }],
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

GetQuotation

Retrieve one or more Quotations by ID, document code, or reference number. Lookup options (use at least one): id, code (e.g. "QT202412005"), or reference. Use limit + page to paginate multiple results. Common use cases: - Check status (Draft/Approved/Void) before converting to Invoice

0 required · 6 optional

Parameter	Type		Description
reference	string	optional	If a document has references or is created based on other documents, you can use the value "Reference" to indicate the field that allows searching for that document.
code	string	optional	Document code to search for (e.g. 'QOU-230118000000000').
id	string	optional	The Unique Identifier generated by PEAK to identify data.
limit	integer?	optional	Maximum number of entries to retrieve.
page	integer?	optional	Page number for displaying data, where each page will show 10 entries.
getResult	integer?	optional	Numeric code used to reduce the amount of response data received.

Response

{
  "PeakQuotations": {
    "resCode": "200",
    "resDesc": "PeakQuotations have Completed",
    "quotations": [{
      "id": "c4311f2f-e2eb-474c-b32a-4db1ce49d974",
      "code": "QOU-230118000000000",
      "issuedDate": "20230118",
      "dueDate": "20230125",
      "contactId": "5106bf55-8939-409f-a2d5-ef84f9c4bc9d",
      "contactCode": "C00006",
      "status": "Draft",
      "isTaxInvoice": 0,
      "preTaxAmount": 220,
      "vatAmount": 7.7,
      "netAmount": 227.7,
      "whtAmount": 0,
      "documentLink": "https://...",
      "onlineViewLink": "https://...",
      "remark": "...",
      "taxStatus": 0,
      "products": [{ "id": "guid", "productCode": "P00002", "accountCode": "410101", "description": "...", "quantity": 1, "price": 110, "vatType": 1 }],
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

Receipt

2 tools

GetReceipt

Retrieve one or more Receipts by ID, document code, or reference number. Lookup options (use at least one): id, code (e.g. "RT202605001"), or reference. Use limit + page to paginate multiple results. Common use cases: - Confirm receipt was issued successfully

0 required · 6 optional

Parameter	Type		Description
dateStart	string	optional	Filter by document start date
dateEnd	string	optional	Filter by document end date
status	integer?	optional	Filter by document status (0 = None, 1 = Voided, 2 = Draft, 3 = AwaitApproval, 4 = Outstanding, 5 = Overdue, 6 = PaidOrAwaitReceipt)
searchText	string	optional	Search keyword for receipt data
limit	integer?	optional	Maximum number of records to retrieve
page	integer?	optional	Page number for pagination

Response

{
  "PeakReceipts": {
    "receipts": [
      {
        "code": "RTZ202308008",
        "issuedDate": "20230807",
        "contactId": "5b37fe57-aa7d-49ed-ba8b-a01bf2aeee37",
        "contactCode": "C02974",
        "isTaxInvoice": 0,
        "netAmount": 278.2,
        "remainAmount": 0,
        "documentLink": "https://...",
        "onlineViewLink": "https://...",
        "resCode": "200",
        "resDesc": "Success"
      }
    ],
    "totalReceipt": 3,
    "resDesc": "PeakReceipts have Completed",
    "resCode": "200"
  }
}

CreateReceipt

Creates a receipt in Peak Account. Returns the created receipt details.

1 required · 28 optional

Parameter

Type

Description

products

array[InvoiceProduct]

required

An array of objects that will contain various data for the list of products or services. Each item: productCode, accountCode, description, price, quantity, vatType.

array[InvoiceProduct] fields

Field	Type
id	string
productId	string
productCode	string
description	string
accountCode	string
accountSubId	string
accountSubCode	string
quantity	number
price	number
discount	string
vatType	integer
isDescription	integer?
withHoldingTaxAmount	string

contactCode

string

optional

Code of the contact associated with the document. Use SearchContacts if unknown.

contactId

string

optional

Unique Identifier of the contact associated with the document. If contactId has been assigned a value, contactCode is not required.

status

string

optional

Status of the document, which can have multiple states such as Draft, Approve, Voided, etc. Default is 'Draft'.

code

string

optional

The code displayed in PEAK. If no value is provided, PEAK will generate it automatically.

issuedDate

string

optional

Document issuance date (yyyyMMdd). Defaults to today.

dueDate

string

optional

Document due date (yyyyMMdd), which must be after the document issuance date. Defaults to 7 days from today.

reference

string

optional

Reference information of the document.

remark

string

optional

Additional remarks or notes.

taxStatus

integer?

optional

Specify the tax status of the document to indicate whether the price includes tax or the tax is separate. (0 = ExcludeTax, 1 = IncludeTax, 2 = NonTax)

discountTotal

string

optional

The total discount should not exceed the net total of the document or be greater than 100%. Additionally, it can only be applied when the tax type of each item is the same.

isTaxInvoice

integer?

optional

Whether the document can be used as a tax invoice (0 = No, 1 = Yes)

tags

array[String]

optional

Label attached to someone or something for the purpose of identification or to give other information.

preTaxAmount

number?

optional

Amount before tax is applied. If value is null, PEAK will calculate it automatically.

vatAmount

number?

optional

Tax collected from the increased value of products or services. If value is null, PEAK will calculate it automatically.

netAmount

number?

optional

Total value of the document after tax and discounts have been applied. If value is null, PEAK will calculate it automatically.

paymentMethodCode

string

optional

Code of the payment method. If paymentMethodId has been assigned a value, paymentMethodCode is not required.

paymentMethodId

string

optional

The Unique Identifier of the payment method.

paymentAmount

number?

optional

Payment amount.

paymentDate

string

optional

Payment date in the format yyyyMMdd. Defaults to today if paying.

paymentAccountCode

string

optional

Account code to be used for recording financial transactions.

paymentAccountSubId

string

optional

Sub account Unique Identifier to be used for recording financial transactions.

paymentAccountSubCode

string

optional

Sub account code to be used for recording financial transactions.

paymentNote

string

optional

Additional remarks or notes for that specific payment received.

isCheque

integer?

optional

Whether this payment is made by Cheque (0 = No, 1 = Yes)

paidPaymentsWithHoldingTaxAmount

string

optional

Withholding tax amount for the payment.

currencyId

integer?

optional

Currency ID for foreign currency transactions.

exchangeRate

number?

optional

Exchange rate for foreign currency transactions.

getResult

integer?

optional

Numeric code used to reduce the amount of response data received.

Response

{
  "PeakReceipts": {
    "resCode": "200",
    "resDesc": "PeakReceipts have Completed",
    "receipts": [{
      "id": "77dd1ceb-a0f6-44bb-ae9c-525cc8026b34",
      "code": "RTZ202308020",
      "issuedDate": "20230815",
      "dueDate": "20230822",
      "contactId": "guid",
      "contactCode": "C01401",
      "status": "Approve",
      "isTaxInvoice": 0,
      "preTaxAmount": 300,
      "vatAmount": 21,
      "netAmount": 321,
      "whtAmount": 0,
      "paymentAmount": 321,
      "remainAmount": 0,
      "documentLink": "https://...",
      "onlineViewLink": "https://...",
      "taxStatus": 0,
      "products": [{ "id": "guid", "productCode": "P001", "accountCode": "410101", "description": "...", "quantity": 1, "price": 300, "vatType": 3 }],
      "paidPayments": [{ "paymentDate": "20230815", "paymentTotal": 321, "payments": [{ "paymentMethodCode": "CSH260", "amount": 321 }], "journals": [{ "id": "guid", "code": "RV-..." }] }],
      "journals": [{ "id": "guid", "code": "SV-..." }],
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

Service

2 tools

CreateService

Create a new service item in the PEAK catalog. Services represent billable work or fees (e.g., consulting, maintenance, subscription) — they are not tracked as inventory and have no stock quantity. Both purchase price (cost) and sell price (revenue) can be set with separate VAT types and GL account codes. Returns: serviceId — use this as a line item reference in Invoice, Expense, or PO documents.

0 required · 17 optional

Parameter	Type		Description
id	string	optional	The Unique Identifier generated by PEAK to identify data
name	string	optional	Product/Service name
type	integer?	optional	Numeric code indicate whether it is a product or a service (0 = None, 1 = Product, 2 = Service)
code	string	optional	The code displayed in the PEAK
purchaseValue	number?	optional	Purchase price per unit
purchaseVatType	integer?	optional	Purchase tax rate (1 = None, 2 = ZeroPercent, 3 = SevenPercent)
purchaseAccount	string	optional	Account used to record purchase transactions
sellValue	number?	optional	Selling price per unit
sellVatType	integer?	optional	Selling tax rate (1 = None, 2 = ZeroPercent, 3 = SevenPercent)
sellAccount	string	optional	Account used to record selling transactions
description	string	optional	Additional description of the product/service
carryingBalanceValue	number?	optional	Carrying balance value
carryingBalanceAmount	number?	optional	Carrying balance amount
unitId	string	optional	Unit ID
unitCode	string	optional	Unit code
unitNameTh	string	optional	Unit name in Thai
unitNameEn	string	optional	Unit name in English

Response

{
  "PeakServices": {
    "resCode": "200",
    "resDesc": "PeakServices have Completed",
    "services": [{
      "id": "09b31e2e-33e0-488c-89a4-a48b8b131475",
      "name": "Create Service Example 1",
      "code": "P00001",
      "type": 1,
      "purchaseValue": 10,
      "purchaseVatType": 3,
      "purchaseAccount": "114102",
      "sellValue": 100,
      "sellVatType": 3,
      "sellAccount": "410101",
      "description": "Design by PEAK",
      "carryingBalanceValue": 20,
      "carryingBalanceAmount": 15,
      "remainingBalanceAmount": 20,
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

GetService

Search the service catalog by keyword (name or code) and return a paginated list of services with their IDs, prices, VAT types, and account codes. Use this before creating any document that includes service line items to look up the correct serviceId and serviceCode. Returns: serviceId, name, code, sellValue, sellVatType, purchaseValue, purchaseVatType, unit.

0 required · 4 optional

Parameter	Type		Description
year	string	optional	Filter by year (e.g. '2024').
searchText	string	optional	Search keyword for service name or related data.
limit	integer?	optional	Maximum number of entries to retrieve.
page	integer?	optional	Page number for displaying data, where each page will show 10 entries.

Response

{
  "PeakServices": {
    "resCode": "200",
    "resDesc": "PeakServices have Completed",
    "totalService": 2650,
    "services": [{
      "id": "b0d31e48-a519-49b5-9750-29e9671299d3",
      "name": "Service Example 1",
      "code": "P00001",
      "type": 1,
      "resCode": "200",
      "resDesc": "Success"
    }]
  }
}

Tag

2 tools

InsertTag

Adds tags (labels) to one or more PEAK documents for categorization and filtering. Use this to organize documents by period, project, department, or any custom label. Example: tag all Q1 expenses with 'Q1-2025', or mark documents for 'Project-ABC'.

1 param

Parameter

Type

Description

peakTags

array[PeakTagItem]

required

An array of PeakTagItem objects. Each object identifies one document and the tags to insert. Example: [{"transactionId":"123","transactionTypeId":106,"tags":["expense","Q1"]}]

array[PeakTagItem] fields

Field	Type
transactionId	string
transactionCode	string
transactionTypeId	integer?
tags	array[String]

Response

{
  "PeakTags": [
    {
      "transactionTypeId": 106,
      "resCode": "200",
      "resDesc": "Success"
    }
  ]
}

RemoveTag

Remove tags from documents in Peak Account. Returns the result of each tag removal.

1 param

Parameter

Type

Description

peakTags

array[PeakTagItem]

required

An array of PeakTagItem objects. Each object identifies one document and the tags to remove. Example: [{"transactionId":"123","transactionTypeId":106,"tags":["expense","Q1"]}]

array[PeakTagItem] fields

Field	Type
transactionId	string
transactionCode	string
transactionTypeId	integer?
tags	array[String]

Response

{
  "PeakTags": [
    {
      "transactionTypeId": 106,
      "resCode": "200",
      "resDesc": "Success"
    }
  ]
}

Enum Reference

All integer enum values used across tools

Contact

Enum values for contact parameters

Parameter	Value	Name
type	0	None
	1	LimitedLiabilityPartnership
	2	CompanyLimited
	3	PublicCompanyLimited
	4	Shop
	5	OrdinaryPerson
	6	BodyOfPersons
	7	Others
	8	OrdinaryPartnership
	9	Foundation
	10	Association
	11	JointVenture
status	0	All
	1	Active
	2	Inactive
prefixNameType required when type=5	0	None
	1	Sir
	2	Mr
	3	Mrs
	4	Ms
	5	Other

Product / Service

Enum values for product and service parameters

Parameter	Value	Name
type	0	None
	1	Product
	2	Service
sellVatType purchaseVatType	1	None
	2	ZeroPercent
	3	SevenPercent

Document (shared)

Enum values shared across Invoice, Expense, Receipt, Quotation, PurchaseOrder, BillingNote, CreditNote

Parameter	Value	Name
taxStatus	0	ExcludeTax
	1	IncludeTax
	2	NonTax
isTaxInvoice	0	No
isTaxInvoice	1	Yes
isCheque returnPaymentIsCheque	0	No
isCheque returnPaymentIsCheque	1	Yes
status filter in Get methods	0	None
	1	Voided
	2	Draft
	3	AwaitApproval
	4	Outstanding
	5	Overdue
	6	PaidOrAwaitReceipt

Transaction Type

transactionType — used in CreditNote and Classification tools

Parameter	Value	Name
transactionType	0	None
	1	Quotation
	2	Invoice
	3	Receipt
	4	TaxInvoice
	5	CreditNote
	6	BillingNote
	7	DebitNote
	11	Dailyjournal

Credit Note

Enum values specific to credit note parameters

Parameter	Value	Name
reasonType	0	None
	1	PromotionAndMarketing
	2	OfficeUse
	3	ProductionUse
	4	ServiceUse
	5	Donation
	6	DamageOrLoss
	7	Others
creditNoteStyleType	0	General
creditNoteStyleType	1	ThaiPopular
goodsReturn	0	No
goodsReturn	1	Yes

Payment Method

Enum values for payment method parameters

Parameter	Value	Name
type	0	Others (bankName required)
	1	Cash
	2	BankAccount (bankId required)
	3	CreditCard
	4	EWallet (accountCode & eWalletId required)
accountType	1	Current
	2	Savings
	3	FixedDeposit
isHaveCheque	0	No
isHaveCheque	1	Yes