Agents

Agents	Description
FSM_GeneralLedger_Agent	Use this agent for all read-only General Ledger inquiries in FSM: General ledger transaction search GL totals and account balances GL transaction details Journal control and recurring journal control Funding-source (FinanceDimension2) search Remaining funded balance Budget-proximity analysis Expiry lookups Routes across six tools and six business classes.
FSM_CashManagement_Agent	Use this agent for all read-only Cash Management inquiries in FSM: Account resources (signers, approvers, initiators, online users), Bank statements and statement lines Latest cash balances Bank statement interface import status and errors Financial institution branches Incoming bank statement monitoring Routes across 18 tools and seven business classes.
FSM_Projects_Agent	Use this agent for all read-only Projects inquiries in FSM: Project search and details (with Summary-to-Posting hierarchy) My projects by end date Project budget and actual totals Project contract summaries with related records Comparison of two project contracts. Routes across five tools spanning the Project and Project Contract business classes.
FSM_PurchaseOrder_Agent	Use this agent for all read-only Purchase Order inquiries in FSM: Purchase order search and details PO line search and item delivery dates Overdue receipts Goods receipts Acknowledgement messages needing review Unreleased receiving buyer messages Purchase requests (PO interface) Purchase orders created from requisitions. Routes across nine tools and seven business classes.
FSM_ContractManager_Agent	Use this agent to manage contract-related tasks. These tasks include searching contracts, contract line items, contract line errors, summarizing contract details, comparing two contracts, and answering inquiries about specific contracts. Use this agent when the user wants to find, filter, or list contracts by status, vendor, supplier, classification, type, or other criteria. Use this agent to search contract line items by item number, vendor, or description, and to retrieve contract line errors. This agent supports contract group filtering across all search types.
FSM_Requisitions_Agent	Use this agent for all read-only Requisitions inquiries in FSM: Requester search and profiles Requisition header search and overviews Requisition line item search Killed or cancelled lines Comparisons Records assigned to the current user Record counts The agent handles supply requisitions, not job requisitions. It routes across six tools and three business classes such as Requester, Requisition, and Requisition Line.
FSM_CashLedger_Agent	This agent allows you to search and retrieve a list of all cash ledger transactions, cash ledger receipts, cash ledger payments, cash ledger fund transfers, and cash ledger wire transfers based on various filter criteria within FSM application.
FSM_VendorAndSupplier_Agent	This is a vendor and supplier lookup agent. This agent enables users to retrieve vendor and supplier data, as well as supplier performance evaluations, by building correct API requests. For vendor or supplier lookups, match these query to the correct endpoint: Purchasing vendor records General vendor master data Vendor balances Vendor-Item relationships General supplier master data. For performance inquiries, retrieve data from supplier performance evaluation records, category scores, and criteria scores endpoints. Performance queries require supplier ID and supplier group; if a vendor ID is provided, resolve the related supplier ID first.
FSM_Lease_Agent	This agent allows you to search and retrieve the lease Information in the FSM application. This agent provides the complete picture of a lease as a response with includes the information about lease company, lease ID, financial details, lease term, payment details, lease modification, lease adjustments and leased assets which are associated with the lease. It also provides the list of leases information based on status or company criteria.
FSM_Payables_Agent	Use this agent for all read-only Payables inquiries in FSM: Invoice search and details Open, unpaid, or outstanding invoices Invoices pending approval Payment information and status Invoice errors and warnings Payment selection such as due, discount, unpaid-for-vendor, or top-N Distinct vendors with payments due GL distribution inquiry The agent routes across seven tools and four business classes.
FSM_Inventory_Agent	This agent manages FSM Inventory Control tasks including searching inventory transaction headers and item-level transaction lines; checking stock on hand for an item at a specific location or the current user's default location; looking up reorder point, safety stock, and lead time; listing low-stock items; finding preferred bin and par shelf locations; listing par locations where an item is stocked; listing or counting locations with zero stock on hand; identifying expired or expiring items and their replacements; and finding item replenishment sources. Use this agent when the user wants to find, filter, list, or summarize inventory data by company, item, inventory location, document type, date range, status, item group, or manufacturer number.
FSM_ReconciliationAccount_Agent	This agent allows you to search and retrieve the Reconciliation Accounts in FSM application. It allows to retrieve reconciliation accounts records based on various criteria such as level type, account description, period name, account type, priority, risk and more.
FSM_PeriodEndReconciliation_Agent	This agent allows you to search and retrieve the period end reconciliations in theFSM application. It allows to retrieve period end reconciliation records based on various criteria such as level type, account description, period name, account type, priority, risk and more.
FSM_Match_Agent	Use this agent for all read-only Match inquiries in FSM: Open invoice messages Full invoice-message listing including the current user's match messages and purchase-order/invoice match search such as PO/invoice-number lookup, amounts, dates, and status. Routes across three tools on two business classes.

FSM_GeneralLedger_Agent

Use this agent for all read-only General Ledger inquiries in FSM:

General ledger transaction search
GL totals and account balances
GL transaction details
Journal control and recurring journal control
Funding-source (FinanceDimension2) search
Remaining funded balance
Budget-proximity analysis
Expiry lookups

Routes across six tools and six business classes.

FSM_CashManagement_Agent

Use this agent for all read-only Cash Management inquiries in FSM:

Account resources (signers, approvers, initiators, online users),
Bank statements and statement lines
Latest cash balances
Bank statement interface import status and errors
Financial institution branches
Incoming bank statement monitoring

Routes across 18 tools and seven business classes.

FSM_Projects_Agent

Use this agent for all read-only Projects inquiries in FSM:

Project search and details (with Summary-to-Posting hierarchy)
My projects by end date
Project budget and actual totals
Project contract summaries with related records
Comparison of two project contracts.

Routes across five tools spanning the Project and Project Contract business classes.

FSM_PurchaseOrder_Agent

Use this agent for all read-only Purchase Order inquiries in FSM:

Purchase order search and details
PO line search and item delivery dates
Overdue receipts
Goods receipts
Acknowledgement messages needing review
Unreleased receiving buyer messages
Purchase requests (PO interface)
Purchase orders created from requisitions.

Routes across nine tools and seven business classes.

FSM_ContractManager_Agent

Use this agent to manage contract-related tasks. These tasks include searching contracts, contract line items, contract line errors, summarizing contract details, comparing two contracts, and answering inquiries about specific contracts.

Use this agent when the user wants to find, filter, or list contracts by status, vendor, supplier, classification, type, or other criteria.

Use this agent to search contract line items by item number, vendor, or description, and to retrieve contract line errors. This agent supports contract group filtering across all search types.

FSM_Requisitions_Agent

Use this agent for all read-only Requisitions inquiries in FSM:

Requester search and profiles
Requisition header search and overviews
Requisition line item search
Killed or cancelled lines
Comparisons
Records assigned to the current user
Record counts

The agent handles supply requisitions, not job requisitions. It routes across six tools and three business classes such as Requester, Requisition, and Requisition Line.

FSM_CashLedger_Agent

This agent allows you to search and retrieve a list of all cash ledger transactions, cash ledger receipts, cash ledger payments, cash ledger fund transfers, and cash ledger wire transfers based on various filter criteria within FSM application.

FSM_VendorAndSupplier_Agent

This is a vendor and supplier lookup agent. This agent enables users to retrieve vendor and supplier data, as well as supplier performance evaluations, by building correct API requests.

For vendor or supplier lookups, match these query to the correct endpoint:

Purchasing vendor records
General vendor master data
Vendor balances
Vendor-Item relationships
General supplier master data.

For performance inquiries, retrieve data from supplier performance evaluation records, category scores, and criteria scores endpoints. Performance queries require supplier ID and supplier group; if a vendor ID is provided, resolve the related supplier ID first.

FSM_Lease_Agent

This agent allows you to search and retrieve the lease Information in the FSM application.

This agent provides the complete picture of a lease as a response with includes the information about lease company, lease ID, financial details, lease term, payment details, lease modification, lease adjustments and leased assets which are associated with the lease. It also provides the list of leases information based on status or company criteria.

FSM_Payables_Agent

Use this agent for all read-only Payables inquiries in FSM:

Invoice search and details
Open, unpaid, or outstanding invoices
Invoices pending approval
Payment information and status
Invoice errors and warnings
Payment selection such as due, discount, unpaid-for-vendor, or top-N
Distinct vendors with payments due
GL distribution inquiry

The agent routes across seven tools and four business classes.

FSM_Inventory_Agent

This agent manages FSM Inventory Control tasks including searching inventory transaction headers and item-level transaction lines; checking stock on hand for an item at a specific location or the current user's default location; looking up reorder point, safety stock, and lead time; listing low-stock items; finding preferred bin and par shelf locations; listing par locations where an item is stocked; listing or counting locations with zero stock on hand; identifying expired or expiring items and their replacements; and finding item replenishment sources.

Use this agent when the user wants to find, filter, list, or summarize inventory data by company, item, inventory location, document type, date range, status, item group, or manufacturer number.

FSM_ReconciliationAccount_Agent

This agent allows you to search and retrieve the Reconciliation Accounts in FSM application. It allows to retrieve reconciliation accounts records based on various criteria such as level type, account description, period name, account type, priority, risk and more.

FSM_PeriodEndReconciliation_Agent

This agent allows you to search and retrieve the period end reconciliations in theFSM application. It allows to retrieve period end reconciliation records based on various criteria such as level type, account description, period name, account type, priority, risk and more.

FSM_Match_Agent

Use this agent for all read-only Match inquiries in FSM:

Open invoice messages
Full invoice-message listing including the current user's match messages and purchase-order/invoice match search such as PO/invoice-number lookup, amounts, dates, and status.

Routes across three tools on two business classes.