canonical: https://jentic.com/apis/cloudya.do/cloudya # Cloudya Do CloudYA API The CloudYA API runs accounting and invoicing for a company, with a focus on Dominican Republic fiscal rules. It creates and manages sales invoices and quotes, records payments, maintains customers, suppliers, and sales leads, and keeps a chart of accounting accounts, cost centers, and bank accounts. Dominican tax handling covers ITBIS, ISR and ITBIS retentions, and NCF fiscal sequences, with a connection to an electronic fiscal provider. It also captures expense receipts with OCR and approval flows, and syncs items and invoices with WooCommerce. ## For AI agents Create and manage sales invoices and quotes, record payments, maintain customers and accounting accounts, and apply Dominican ITBIS, ISR, and NCF tax rules. Capture expense receipts with OCR and sync invoices with WooCommerce. ## Scope Does not handle payroll, point-of-sale hardware, or bank transfers. Use for accounting, invoicing, and Dominican tax management for a company only. ## Capabilities - Create and update sales invoices and convert quotes into invoices - Maintain customers, suppliers, and sales leads for a company - Keep accounting accounts, cost centers, and bank accounts - Apply Dominican tax rules with ITBIS, ISR and ITBIS retentions, and NCF fiscal sequences - Register and apply payments against invoices - Capture expense receipts, run OCR on them, and route them through review and approval - Sync items and invoices with WooCommerce ## Use cases ### Agent-Driven Invoicing Through Jentic An AI agent handling billing can create and send invoices in CloudYA through Jentic instead of integrating the API by hand. The agent adds the customer if needed, creates the invoice with its line items, applies the correct Dominican tax, and registers a payment when it clears. Each resource has its own path, so the agent's reach is easy to bound to invoicing operations. Example prompt: Create a customer, issue a sales invoice with two line items and ITBIS applied, and register a payment against it ### Automated Invoicing and Payment Recording CloudYA turns quotes into invoices, sends them by email, and records payments against them so a billing workflow runs end to end. A service can convert an accepted quote to a sale, generate the invoice PDF, email it to the customer, and apply the payment once received. Example prompt: Convert an accepted quote into an invoice, email it to the customer, and apply the received payment to it ### Dominican Electronic Invoicing and Tax Compliance For businesses in the Dominican Republic, CloudYA models the fiscal detail an invoice needs: ITBIS, ISR and ITBIS retentions, and NCF sequences, plus a connection to an electronic fiscal provider and certificate validation. That lets an invoice carry the correct tax treatment and fiscal numbering for DGII reporting. Example prompt: Connect a company to its electronic fiscal provider, validate the certificate, and issue an invoice with the correct NCF and ITBIS ### Expense Receipt Capture With OCR and Approval CloudYA captures expense receipts as drafts, attaches a photo or PDF, runs OCR to read the amounts, and moves each receipt through submit, review, approve, or reject steps. A finance team can digitize paper receipts and register the resulting expense once it is approved. Example prompt: Create an expense receipt draft, attach a PDF, run OCR on it, submit it for review, and approve it to register the expense ## Key endpoints | Method | Path | Description | | --- | --- | --- | | GET | `/api/v2/sales/` | List invoices | | POST | `/api/v2/sales/` | Create an invoice | | GET | `/api/v2/customers/` | List customers | | POST | `/api/v2/customers/` | Create a customer | | POST | `/api/v2/cotizaciones/{id}/convert_to_sale/` | Convert a quote into an invoice | | POST | `/api/v2/salePayments/` | Create and apply an invoice payment | | GET | `/api/v2/accountingAccount/` | List accounting accounts | | GET | `/api/v2/items/` | List items | ## Key resources - **Sales and Quotes** — Create, update, convert, duplicate, void, email, and report on invoices and quotes, with PDF rendering - **Customers and Contacts** — Customers, suppliers, sellers, and sales leads for the company - **Accounting** — Accounting accounts, cost centers, bank accounts, currencies, and chart views - **Dominican Tax** — ITBIS, ISR and ITBIS retentions, NCF sequences, DGII sale types, and electronic fiscal provider connection - **Items and Inventory** — Items, item stock levels, unit items, price lists, and store houses - **Expense Receipts** — Draft, attach, OCR, submit, review, approve, and reject expense receipts ## AI readiness This API is usable in Jentic One now. Its AI-readiness score against Jentic's framework shows where it stands today and where improvements would make it even easier for agents to use. - **Score:** 39 / 100 - **Maturity:** Non-Ready - **Dimensions:** - Foundational Compliance: 66 / 100 - Developer Experience & Jentic Compatibility: 57 / 100 - AI-Readiness & Agent Experience: 24 / 100 - Agent Usability: 43 / 100 - Security: 50 / 100 - AI Discoverability: 32 / 100 - **View full report:** https://jentic.com/apis/cloudya.do/cloudya/scorecard - **How the score is calculated:** https://docs.jentic.com/reference/api-readiness-framework/overview/ - **More about the dimensions:** https://docs.jentic.com/reference/api-readiness-framework/specification/#dimensional-model-overview ### Score it yourself Every API in the directory is allowlisted, so you can re-score it with no key required. - **Score your own API:** https://jentic.com/scorecard.md - **Scoring CLI agent skill:** https://github.com/jentic/jentic-api-scorecard/blob/main/skills/jentic-api-scorecard/SKILL.md ```sh npx @jentic/api-scorecard-cli score ``` ## Why Jentic - **Setup:** Wiring the CloudYA API by hand means obtaining a token from its token endpoints, passing it in the Authorization header, and keeping track of the v1, v2, and v3 resource paths that make up its surface. Through Jentic you install once, import CloudYA from the API Directory, store the token once, and your agent calls it. - **Permission scoping:** CloudYA groups each resource under its own path, such as the sales and customers paths, so a rule can bound your agent to the operations it needs, like reading and creating invoices. You choose the operations it may call, so destructive ones like deleting a customer or voiding an invoice are not included unless you add them. - **Credential handling:** Your CloudYA token is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context. - **Discovery method:** Agents search Jentic by intent such as create an invoice or register a payment, and Jentic returns the matching CloudYA operation with its input schema so the agent calls the right endpoint without reading the reference docs. ## Related APIs - **Alegra** — A Latin American accounting and electronic invoicing platform with similar fiscal coverage. - **Holded** — An all-in-one business management suite covering invoicing, accounting, and CRM. - **Shopify** — An e-commerce platform whose store orders can feed invoices in CloudYA. ## FAQ ### What authentication does the CloudYA API use? The CloudYA API authenticates with a token in the Authorization header, per its OpenAPI spec; you obtain and refresh that token through its token endpoints. Through Jentic the token is stored encrypted by your own Jentic One instance and injected at call time, so it never reaches the agent's context. ### Can I create invoices with the CloudYA API? Yes. You can create and update sales invoices, convert a quote into an invoice, duplicate or void one, send it by email, and register payments against it. Reports and a PDF rendering of an invoice are available too. ### Does the CloudYA API support Dominican electronic invoicing and taxes? Yes. The API models Dominican fiscal concepts including ITBIS, ISR and ITBIS retentions, and NCF fiscal sequences, and it connects a company to an electronic fiscal provider and validates its electronic certificate. That lets invoices carry the correct tax treatment for the Dominican Republic. ### How do I create an invoice with the CloudYA API through Jentic? Install Jentic One, then import CloudYA from the API Directory and store your token once. Your agent searches by intent such as create an invoice, and Jentic returns the create-invoice operation with its input schema so the agent supplies the customer and line items and gets the invoice back. To run it on your own infrastructure, install Jentic One from its GitHub repo. ### Is there a CloudYA API MCP server? You don't need an MCP server to give your agent the CloudYA API. Jentic connects it directly from the API Directory: import it, store your token once, and your agent calls the invoice, customer, and accounting operations on demand. Operations are discovered when the agent needs them, so they do not fill its context ahead of time. ### Can I limit what my agent is allowed to do with the CloudYA API? Yes. Because each resource sits under its own path, you can write a rule that allows only the operations your agent needs, such as reading and creating invoices, and leaves customer deletion or invoice voiding out of reach. Every call the agent makes is logged.