# Rillet Documentation

> Documentation for Rillet

## Guides: Documentation
- [Getting Started with Rillet](https://docs.api.rillet.com/v2.0/docs/getting-started.md)
- [Webhooks](https://docs.api.rillet.com/v2.0/docs/webhooks.md)

## Guides: MCP Server
- [MCP](https://docs.api.rillet.com/v2.0/docs/mcp.md)
- [claude-desktop-1-settings](https://docs.api.rillet.com/v2.0/docs/claude-desktop-1-settings.md)
- [claude-desktop-2-connectors](https://docs.api.rillet.com/v2.0/docs/claude-desktop-2-connectors.md)
- [claude-desktop-3-directory](https://docs.api.rillet.com/v2.0/docs/claude-desktop-3-directory.md)
- [claude-desktop-4-authorize](https://docs.api.rillet.com/v2.0/docs/claude-desktop-4-authorize.md)
- [claude-desktop-5-connected](https://docs.api.rillet.com/v2.0/docs/claude-desktop-5-connected.md)

## API Reference: Rillet Accounting API
- [List all accounts](https://docs.api.rillet.com/v2.0/reference/list-all-accounts.md)
- [List all subsidiaries](https://docs.api.rillet.com/v2.0/reference/list-all-subsidiaries.md)
- [Retrieve a subsidiary](https://docs.api.rillet.com/v2.0/reference/retrieve-a-subsidiary.md)
- [Retrieve an organization](https://docs.api.rillet.com/v2.0/reference/retrieve-an-organization.md)
- [List all products](https://docs.api.rillet.com/v2.0/reference/list-all-products-1.md)
- [Create a product](https://docs.api.rillet.com/v2.0/reference/create-a-product-1.md)
- [Retrieve a product](https://docs.api.rillet.com/v2.0/reference/retrieve-a-product-1.md)
- [Update a product](https://docs.api.rillet.com/v2.0/reference/update-a-product-1.md)
- [Delete a product](https://docs.api.rillet.com/v2.0/reference/delete-a-product-1.md)
- [List all customers](https://docs.api.rillet.com/v2.0/reference/list-all-customers-1.md)
- [Create a customer](https://docs.api.rillet.com/v2.0/reference/create-a-customer-1.md)
- [Retrieve a customer](https://docs.api.rillet.com/v2.0/reference/retrieve-a-customer-1.md)
- [Update a customer](https://docs.api.rillet.com/v2.0/reference/update-a-customer-1.md)
- [Delete a customer](https://docs.api.rillet.com/v2.0/reference/delete-a-customer-1.md)
- [Setup auto-payment](https://docs.api.rillet.com/v2.0/reference/setup-auto-payment.md): Kicks off the setup of auto-payment for a customer. This will return a URL that the customer must visit to complete the setup. If the customer already has a payment method, this will return a URL to…
- [Get payment method](https://docs.api.rillet.com/v2.0/reference/get-payment-method.md): Returns the payment method configured for auto-payment for the given customer.
- [Create a contract](https://docs.api.rillet.com/v2.0/reference/create-a-contract-1.md): Rillet supports two contract scope types: FULL and REVENUE_RECOGNITION_ONLY. The selected scope determines how the invoices are created and what information the user needs to provide.  The FULL scope…
- [List all contracts](https://docs.api.rillet.com/v2.0/reference/list-all-contracts-1.md)
- [Retrieve a contract](https://docs.api.rillet.com/v2.0/reference/retrieve-a-contract-1.md)
- [Update a contract](https://docs.api.rillet.com/v2.0/reference/update-a-contract-1.md)
- [Delete a contract](https://docs.api.rillet.com/v2.0/reference/delete-a-contract-1.md)
- [Amend a contract](https://docs.api.rillet.com/v2.0/reference/amend-a-contract-1.md)
- [Preview contract amendment](https://docs.api.rillet.com/v2.0/reference/preview-contract-amendment.md): Preview a contract that has been amended. This has no effect on the actual contract, only provides a preview of what a contract will look like after it is amended.
- [End an open-ended contract](https://docs.api.rillet.com/v2.0/reference/end-an-open-ended-contract-1.md)
- [Upsert usage record](https://docs.api.rillet.com/v2.0/reference/upsert-a-usage-record.md): Creates usage records on dates where previously no usage was recorded. Overwrites usage records on dates where usage was previously recorded already.
- [List all contract item usage records](https://docs.api.rillet.com/v2.0/reference/list-all-contract-item-usage-records-1.md)
- [Delete a usage record](https://docs.api.rillet.com/v2.0/reference/delete-a-usage-record-1.md)
- [List all invoices](https://docs.api.rillet.com/v2.0/reference/list-all-invoices-1.md)
- [Create an invoice](https://docs.api.rillet.com/v2.0/reference/create-an-invoice-1.md): Rillet supports two invoice scope types: FULL and REVENUE_RECOGNITION_ONLY. The selected scope determines how the invoice is created and what information the user needs to provide.  The FULL scope is…
- [Retrieve an invoice](https://docs.api.rillet.com/v2.0/reference/retrieve-an-invoice-1.md)
- [Delete an invoice](https://docs.api.rillet.com/v2.0/reference/delete-an-invoice-1.md)
- [Update an invoice](https://docs.api.rillet.com/v2.0/reference/update-an-invoice-1.md)
- [Update invoice sent status](https://docs.api.rillet.com/v2.0/reference/update-invoice-sent-status.md)
- [Update invoice taxes](https://docs.api.rillet.com/v2.0/reference/update-taxes-for-an-invoice.md)
- [List payments for invoice](https://docs.api.rillet.com/v2.0/reference/list-all-invoice-payments.md)
- [Create an invoice payment](https://docs.api.rillet.com/v2.0/reference/create-an-invoice-payment.md)
- [List all invoice payments](https://docs.api.rillet.com/v2.0/reference/list-all-invoices-payments.md)
- [List all credit memos](https://docs.api.rillet.com/v2.0/reference/list-all-credit-memos.md)
- [Create a credit memo](https://docs.api.rillet.com/v2.0/reference/create-a-credit-memo.md)
- [Retrieve a credit memo](https://docs.api.rillet.com/v2.0/reference/retrieve-a-credit-memo.md)
- [Delete a credit memo](https://docs.api.rillet.com/v2.0/reference/delete-a-credit-memo.md)
- [Update a credit memo](https://docs.api.rillet.com/v2.0/reference/update-a-credit-memo.md)
- [Update credit memo taxes](https://docs.api.rillet.com/v2.0/reference/update-taxes-for-a-credit-memo.md)
- [List all vendors](https://docs.api.rillet.com/v2.0/reference/list-all-vendors-1.md)
- [Create a vendor](https://docs.api.rillet.com/v2.0/reference/create-a-vendor-1.md)
- [Retrieve a vendor](https://docs.api.rillet.com/v2.0/reference/retrieve-a-vendor-1.md)
- [Update a vendor](https://docs.api.rillet.com/v2.0/reference/update-a-vendor-1.md)
- [Delete a vendor](https://docs.api.rillet.com/v2.0/reference/delete-a-vendor-1.md)
- [List all bills](https://docs.api.rillet.com/v2.0/reference/list-all-bills-1.md)
- [Create a bill](https://docs.api.rillet.com/v2.0/reference/create-a-bill-1.md)
- [Retrieve a bill](https://docs.api.rillet.com/v2.0/reference/retrieve-a-bill-1.md)
- [Update a bill](https://docs.api.rillet.com/v2.0/reference/update-a-bill-1.md)
- [Delete a bill](https://docs.api.rillet.com/v2.0/reference/delete-a-bill-1.md)
- [Upload document](https://docs.api.rillet.com/v2.0/reference/upload-document.md): Uploads a new document
- [Create a bill payment](https://docs.api.rillet.com/v2.0/reference/create-a-bill-payment.md)
- [List bill payments](https://docs.api.rillet.com/v2.0/reference/list-bill-payments.md)
- [Delete a bill payment](https://docs.api.rillet.com/v2.0/reference/delete-a-bill-payment.md)
- [List all charges](https://docs.api.rillet.com/v2.0/reference/list-all-charges.md)
- [Retrieve a charge](https://docs.api.rillet.com/v2.0/reference/retrieve-a-charge.md)
- [Delete a charge](https://docs.api.rillet.com/v2.0/reference/delete-a-charge.md)
- [List all reimbursements](https://docs.api.rillet.com/v2.0/reference/list-all-reimbursements.md)
- [Retrieve a reimbursement](https://docs.api.rillet.com/v2.0/reference/retrieve-a-reimbursement.md)
- [Delete a reimbursement](https://docs.api.rillet.com/v2.0/reference/delete-a-reimbursement.md)
- [Create a journal entry](https://docs.api.rillet.com/v2.0/reference/create-a-journal-entry.md)
- [List all journal entries](https://docs.api.rillet.com/v2.0/reference/list-all-journal-entries.md)
- [Retrieve a journal entry](https://docs.api.rillet.com/v2.0/reference/retrieve-a-journal-entry.md)
- [Update a journal entry](https://docs.api.rillet.com/v2.0/reference/update-a-journal-entry.md)
- [Delete a journal entry](https://docs.api.rillet.com/v2.0/reference/delete-a-journal-entry.md)
- [List all bank accounts](https://docs.api.rillet.com/v2.0/reference/list-all-bank-accounts.md)
- [Retrieve a bank account](https://docs.api.rillet.com/v2.0/reference/retrieve-a-bank-account.md)
- [List all tax rates](https://docs.api.rillet.com/v2.0/reference/list-all-tax-rates.md): Returns all available tax rates. Use the returned IDs when creating bills with specific tax codes.
- [Retrieve ARR waterfall report](https://docs.api.rillet.com/v2.0/reference/retrieve-waterfall-report.md)
- [Retrieve trial balance report](https://docs.api.rillet.com/v2.0/reference/retrieve-trial-balance-report.md): Returns a trial balance report for the specified date range.
- [Retrieve balance sheet report](https://docs.api.rillet.com/v2.0/reference/retrieve-balance-sheet-report.md): Returns a balance sheet report as of the specified date.
- [List journal entries with reporting currency amounts](https://docs.api.rillet.com/v2.0/reference/list-reports-journal-entries.md): Returns journal entries with line item amounts converted to the reporting currency.
- [Retrieve income statement report](https://docs.api.rillet.com/v2.0/reference/retrieve-income-statement-report.md): Returns an income statement (profit and loss) report for the specified date range.
- [Retrieve cash flow statement report](https://docs.api.rillet.com/v2.0/reference/retrieve-cash-flow-statement-report.md): Returns a cash flow statement report for the specified date range.
- [Retrieve executive P&L report](https://docs.api.rillet.com/v2.0/reference/retrieve-executive-pl-report.md): Returns an executive profit and loss report with margins for the specified date range.
- [Retrieve last book closed period](https://docs.api.rillet.com/v2.0/reference/retrieve-last-book-closed-period.md): Returns the last closed book period, if it exists.
- [Health check](https://docs.api.rillet.com/v2.0/reference/health-1.md)
- [Get API key information](https://docs.api.rillet.com/v2.0/reference/get-api-key-information.md): Allows validation of an API key.
- [Get fields](https://docs.api.rillet.com/v2.0/reference/get-fields.md): Retrieves all custom fields and field values.
- [Create field](https://docs.api.rillet.com/v2.0/reference/create-field.md): Creates a custom field.
- [Update field](https://docs.api.rillet.com/v2.0/reference/update-field.md): Updates a custom field.
- [Create field value](https://docs.api.rillet.com/v2.0/reference/create-field-value.md): Creates a value for a custom field.
- [Update field value](https://docs.api.rillet.com/v2.0/reference/update-field-value.md): Updates a custom field value.
- [Delete field value](https://docs.api.rillet.com/v2.0/reference/delete-field-value.md): Deletes a custom field value.
- [invoice-created](https://docs.api.rillet.com/v2.0/reference/invoice-created-webhook.md): Webhook to notify when an invoice is created.
- [invoice-updated](https://docs.api.rillet.com/v2.0/reference/invoice-updated-webhook.md): Webhook to notify when an invoice is updated.
- [invoice-deleted](https://docs.api.rillet.com/v2.0/reference/invoice-deleted-webhook.md): Webhook to notify when an invoice is deleted.
- [contract-created](https://docs.api.rillet.com/v2.0/reference/contract-created-webhook.md): Webhook to notify when a contract is created.
- [contract-updated](https://docs.api.rillet.com/v2.0/reference/contract-updated-webhook.md): Webhook to notify when a contract is updated.
- [contract-deleted](https://docs.api.rillet.com/v2.0/reference/contract-deleted-webhook.md): Webhook to notify when a contract is deleted.
- [credit-memo-created](https://docs.api.rillet.com/v2.0/reference/credit-memo-created-webhook.md): Webhook to notify when a credit memo is created.
- [credit-memo-updated](https://docs.api.rillet.com/v2.0/reference/credit-memo-updated-webhook.md): Webhook to notify when a credit memo is updated.
- [credit-memo-payment-updated](https://docs.api.rillet.com/v2.0/reference/credit-memo-payment-updated-webhook.md): Webhook to notify when a credit memo payment is updated.
- [credit-memo-deleted](https://docs.api.rillet.com/v2.0/reference/credit-memo-deleted-webhook.md): Webhook to notify when a credit memo is deleted.
- [customer-created](https://docs.api.rillet.com/v2.0/reference/customer-created-webhook.md): Webhook to notify when a customer is created.
- [customer-updated](https://docs.api.rillet.com/v2.0/reference/customer-updated-webhook.md): Webhook to notify when a customer is updated.
- [customer-deleted](https://docs.api.rillet.com/v2.0/reference/customer-deleted-webhook.md): Webhook to notify when a customer is deleted.
- [invoice-payment-updated](https://docs.api.rillet.com/v2.0/reference/invoice-payment-updated-webhook.md): Webhook to notify when an invoice is updated.
- [bill-created](https://docs.api.rillet.com/v2.0/reference/bill-created-webhook.md): Webhook to notify when a bill is created.
- [bill-updated](https://docs.api.rillet.com/v2.0/reference/bill-updated-webhook.md): Webhook to notify when a bill is updated.
- [bill-deleted](https://docs.api.rillet.com/v2.0/reference/bill-deleted-webhook.md): Webhook to notify when a bill is deleted.
- [vendor-created](https://docs.api.rillet.com/v2.0/reference/vendor-created-webhook.md): Webhook to notify when a vendor is created.
- [vendor-updated](https://docs.api.rillet.com/v2.0/reference/vendor-updated-webhook.md): Webhook to notify when a vendor is updated.
- [vendor-deleted](https://docs.api.rillet.com/v2.0/reference/vendor-deleted-webhook.md): Webhook to notify when a vendor is deleted.
- [journal-entry-created](https://docs.api.rillet.com/v2.0/reference/journal-entry-created-webhook.md): Webhook to notify when a journal entry is created.
- [journal-entry-updated](https://docs.api.rillet.com/v2.0/reference/journal-entry-updated-webhook.md): Webhook to notify when a journal entry is updated.
- [journal-entry-deleted](https://docs.api.rillet.com/v2.0/reference/journal-entry-deleted-webhook.md): Webhook to notify when a journal entry is deleted.

## Changelog
- [Metadata on Bills](https://docs.api.rillet.com/v2.0/changelog/metadata-on-bills.md)
- [Multiple Customer Addresses and Ship-To Selection](https://docs.api.rillet.com/v2.0/changelog/multiple-customer-addresses-and-ship-to-selection.md)
- [Approval Workflow Submission Sources](https://docs.api.rillet.com/v2.0/changelog/approval-workflow-submission-sources.md)
- [Customer Tax IDs](https://docs.api.rillet.com/v2.0/changelog/customer-tax-ids.md)
- [Expanded Expense Attachment Formats](https://docs.api.rillet.com/v2.0/changelog/expanded-expense-attachment-formats.md)
- [Customer Families API](https://docs.api.rillet.com/v2.0/changelog/customer-families-api-1.md)
- [Initialize a Chart of Accounts](https://docs.api.rillet.com/v2.0/changelog/initialize-a-chart-of-accounts.md)
- [Excel Attachments for Journal Entries](https://docs.api.rillet.com/v2.0/changelog/excel-attachments-for-journal-entries.md)
- [Invoice Lookup by External Reference](https://docs.api.rillet.com/v2.0/changelog/invoice-lookup-by-external-reference.md)
- [Metadata on Customers, Contracts, and Invoices](https://docs.api.rillet.com/v2.0/changelog/metadata-on-customers-contracts-and-invoices.md)