*MCP › Reference › CRM › Contacts*

# Update the commercial terms of a contact

> Sets how and when this contact pays: currency, language of its documents, billing email, payment method, payment days, due date, usual discount and the electronic invoicing codes for public administration.

The default tax configuration is NOT part of the public contract. Returns the updated contact in detail.

TOOL `filmo_contacts_preferences_update` · `contacts:write` · 120/min · Server annotation: Idempotent

## Arguments

| Name | Type | Required | Description |
| --- | --- | --- | --- |
| `contactId` | string | Yes | Contact identifier. |
| `preferredLanguage` | string | No | Language of the documents issued to the contact, e.g. "es-ES"; null clears it. `es-ES`, `en-US`, `fr-FR`, `ca-ES`, `de-DE`, `pl-PL` |
| `currency` | string | No | Default currency, as a 3-letter ISO 4217 code (e.g. "EUR"); null clears it. |
| `billingEmail` | string<email> | No | Email address the invoices are sent to; null clears it. |
| `paymentMethod` | object | No | Payment method agreed with the contact; null clears it. |
| `paymentMethod.type` | string | Yes | Agreed payment method, in the same vocabulary the contact returns: bank_transfer, card, cash or other. Direct debit is a configured method of the account: assign it through paymentMethodIds. `bank_transfer`, `card`, `cash`, `other` |
| `paymentMethod.customValue` | string | No | Free-text detail when the type is "other". |
| `paymentMethodIds` | string[] | No | Payment methods configured in the account that this contact accepts. |
| `primaryPaymentMethodId` | string | No | Which of them is the primary one; null clears it. |
| `paymentDays` | integer[] | No | Days of the month on which the contact pays. Replaces the whole list; null clears it. |
| `expirationDays` | integer | No | Due days for the invoices of the contact, as a whole number of days; null uses the account default. |
| `discountSettings` | object | No | Discount applied to the contact by default. |
| `discountSettings.percentage` | number | Yes | Usual discount, as a percentage (0-100). |
| `eInvoiceFields` | object | No | Electronic invoicing codes for public administration. |
| `eInvoiceFields.accountingOffice` | string | No | Accounting office (FACe). |
| `eInvoiceFields.managementBody` | string | No | Management body (FACe). |
| `eInvoiceFields.processingUnit` | string | No | Processing unit (FACe). |
| `eInvoiceFields.proposingBody` | string | No | Proposing body (FACe). |
| `idempotencyKey` | string | No | Idempotency key chosen by the client (a UUID is recommended). Repeating the same key with the same arguments within 24 h returns the stored response without executing again; with different arguments it responds 422. It is the safe way to retry after a network failure. |
| `ifMatch` | string | No | Optimistic locking: the meta.etag you got from the detail read of this resource (or "*"). If the resource changed since, the call fails with 412 precondition_failed before writing anything; read it again and retry. Omit it to write unconditionally. |

## Result

On success the result carries `structuredContent` with `data` and `meta`. These are the attributes of `data`.

| Name | Type | Description |
| --- | --- | --- |
| `id` | string | Unique identifier of the contact. |
| `name` | string | Contact name (person or company). |
| `contactType` | string | Contact type: person (individual) or company (business). `person`, `company` |
| `role` | string | Contact role: client, provider, lead, debtor, creditor, student, teacher or unspecified. `client`, `provider`, `lead`, `debtor`, `creditor`, `student`, `teacher`, `unspecified` |
| `status` | string | Contact status: active (operational), inactive (deactivated) or archived (closed, kept for historical records). `active`, `inactive`, `archived` |
| `nif` | string | NIF/CIF or tax identification number; null if not recorded. |
| `commercialName` | string | Trade name; null if it matches the name or is not recorded. |
| `position` | string | Job title or position of the contact person; null if not recorded. |
| `contactNumber` | string | Contact number assigned by the account (internal reference); null if not recorded. |
| `emails` | object[] | List of email addresses of the contact. |
| `emails.id` | string | Internal identifier of the email within the contact. |
| `emails.label` | string | Descriptive label of the email; null if it has none. |
| `emails.email` | string | Email address. |
| `emails.isPrimary` | boolean | Whether this is the primary email of the contact. |
| `billingEmail` | string | Dedicated billing email; null means the primary email is used. |
| `phoneNumbers` | object[] | List of phone numbers of the contact. |
| `phoneNumbers.id` | string | Internal identifier of the phone number within the contact. |
| `phoneNumbers.label` | string | Descriptive label of the phone number; null if it has none. |
| `phoneNumbers.number` | string | Phone number. |
| `phoneNumbers.countryCode` | string | International country calling code (e.g. "+34"); null if not recorded. |
| `phoneNumbers.isPrimary` | boolean | Whether this is the primary phone number of the contact. |
| `websites` | object[] | List of websites of the contact. |
| `websites.id` | string | Internal identifier of the website within the contact. |
| `websites.label` | string | Descriptive label of the website; null if it has none. |
| `websites.url` | string | Website URL. |
| `addresses` | object[] | List of addresses of the contact. |
| `addresses.id` | string | Internal identifier of the address within the contact. |
| `addresses.label` | string | Descriptive label of the address; null if it has none. |
| `addresses.addressLine1` | string | First line of the address; null if not recorded. |
| `addresses.addressLine2` | string | Second line of the address; null if not recorded. |
| `addresses.city` | string | City; null if not recorded. |
| `addresses.province` | string | Province or region; null if not recorded. |
| `addresses.postcode` | string | Postcode; null if not recorded. |
| `addresses.country` | string | Country; null if not recorded. |
| `addresses.isMain` | boolean | Whether this is the main address of the contact. |
| `folder` | string | Folder or organizational grouping; null if the contact is not classified. |
| `discountPercentage` | number | General discount percentage of the contact (0-100); null if no discount is configured. |
| `preferredLanguage` | string | Preferred language of the contact; null if not recorded. |
| `currency` | string | Default currency of the contact as an ISO 4217 code; null if not recorded. |
| `paymentMethod` | object | Preferred payment method of the contact; null if not configured. |
| `paymentMethod.type` | string | Payment method type: bank_transfer, card, cash, sepa_direct_debit or other. `bank_transfer`, `card`, `cash`, `other`, `sepa_direct_debit` |
| `paymentMethod.customValue` | string | Free-text detail when the type is "other" (for example a method recorded before it was configured); null otherwise. |
| `paymentDays` | integer[] | Days of the month on which the contact makes payments; null if not configured. |
| `expirationDays` | integer | Default due days for the invoices of the contact; null if not configured. |
| `subscribedToMarketing` | boolean | Whether the contact is subscribed to marketing communications. |
| `isAppUser` | boolean | Whether the contact has access to the app. |
| `customFields` | object<string, any> | Custom field values by custom field identifier; the definitions are in `/api/v1/custom-fields`. |
| `createdAt` | string<date-time> | Creation date in ISO 8601 with offset. |
| `updatedAt` | string<date-time> | Last update date in ISO 8601 with offset. |
| `relatedContacts` | object[] | Contacts related to this contact (e.g. people of a company). |
| `relatedContacts.id` | string | Unique identifier of the related contact. |
| `relatedContacts.name` | string | Name of the related contact. |
| `relatedContacts.commercialName` | string | Trade name of the related contact; null if not recorded. |
| `relatedContacts.contactType` | string | Type of the related contact: person or company. `person`, `company` |
| `relatedContacts.role` | string | Role of the related contact. `client`, `provider`, `lead`, `debtor`, `creditor`, `student`, `teacher`, `unspecified` |
| `relatedContacts.status` | string | Status of the related contact: active, inactive or archived. `active`, `inactive`, `archived` |
| `relatedContacts.relationRole` | string | Role of the relationship between the two contacts (e.g. "employee of"); null if not recorded. |

*Call · filmo_contacts_preferences_update*

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "filmo_contacts_preferences_update",
    "arguments": {
      "contactId": "cont_8f2a1c"
    }
  }
}
```

*Result (generated from the schema)*

```json
{
  "structuredContent": {
    "data": {
      "id": "id_8f2a1c",
      "name": "Example",
      "contactType": "person",
      "role": "client",
      "status": "active",
      "nif": "00000000T",
      "commercialName": "Example",
      "position": "<position>",
      "contactNumber": "<contactNumber>",
      "emails": [
        {
          "id": "id_8f2a1c",
          "label": "Example",
          "email": "ana@example.com",
          "isPrimary": true
        }
      ],
      "billingEmail": "ana@example.com",
      "phoneNumbers": [
        {
          "id": "id_8f2a1c",
          "label": "Example",
          "number": "<number>",
          "countryCode": "ES",
          "isPrimary": true
        }
      ],
      "websites": [
        {
          "id": "id_8f2a1c",
          "label": "Example",
          "url": "https://example.com"
        }
      ],
      "addresses": [
        {
          "id": "id_8f2a1c",
          "label": "Example",
          "addressLine1": "<addressLine1>",
          "addressLine2": "<addressLine2>",
          "city": "<city>",
          "province": "<province>",
          "postcode": "<postcode>",
          "country": "ES",
          "isMain": true
        }
      ],
      "folder": "<folder>",
      "discountPercentage": 1,
      "preferredLanguage": "es-ES",
      "currency": "EUR",
      "paymentMethod": {
        "type": "bank_transfer",
        "customValue": "<customValue>"
      },
      "paymentDays": [
        1
      ],
      "expirationDays": 1,
      "subscribedToMarketing": true,
      "isAppUser": true,
      "customFields": {
        "key": "<key>"
      },
      "createdAt": "2026-09-01T08:00:00Z",
      "updatedAt": "2026-09-01T08:00:00Z",
      "relatedContacts": [
        {
          "id": "id_8f2a1c",
          "name": "Example",
          "commercialName": "Example",
          "contactType": "person",
          "role": "client",
          "status": "active",
          "relationRole": "<relationRole>"
        }
      ]
    },
    "meta": {
      "idempotencyKey": "<the key you sent, or the one the server generated>",
      "rateLimit": {
        "limit": 120,
        "remaining": 119,
        "reset": 42
      }
    }
  }
}
```

## The same operation by REST

This tool runs [`PATCH /api/v1/contacts/{contactId}/preferences`](https://docs.filmo.io/rest-api/endpoint-reference/contacts/update-the-commercial-terms-of-a-contact).

---

Canonical URL: https://docs.filmo.io/mcp/tools/contacts/filmo-contacts-preferences-update  
Last updated: 2026-10-25