MYOB Advanced — Developer Reference

This is the engineer’s view of PWG’s MYOB Advanced tenant — how we extract, transform, and load MYOB data into the warehouse, what APIs we depend on, and what is and isn’t safe to touch.

For business processes, the CoA, branches, and ezyCollect / Axsys context, see the finance overview.

Tenant connection

Field	Value
Base URL	`https://partnerswealthgroup.myobadvanced.com`
Default endpoint	`Default/24.200.001`
Platform	Acumatica 24.213.0018 / MYOB Advanced 2024R2
Auth	OAuth client-credentials per company (PWG and JV are separate apps)
Read/write	All current consumers are read-only

Two MCP servers — one per company

Both companies are reachable via local MCP servers configured in ~/.claude.json:

Server name	Company	OAuth app credentials	Refresh-token cache
`pwg-myob`	Partners Wealth Group	PWG OAuth app	`~/.pwg-myob/token.json`
`pwg-myob-jv`	PWG Joint Ventures	JV OAuth app	`~/.pwg-myob/jv-token.json`

Server source: PWG-DataMart/tools/mcp-myob/server.py. The same binary is parameterised via env vars to back both servers.

If MCP tools don’t appear in a Claude session, the server only loads at startup — restart with claude --continue.

Extraction model

The pipeline lives in the PWG-DataMart repo. This documentation covers the MYOB-side contract: what endpoints we hit, what we ingest, and the assumptions baked into the loads. For schema and ETL specifics on the warehouse side, see that repo’s BI_MYOB_DATA/ and BI_MYOB_ETL/ projects.

What we ingest today

MYOB entity	STAGING target	Endpoint
`Account`	`STAGING.MYOB_GL_Account_PWG`, `_JV`	`Default/24.200.001`
`Subaccount`	`STAGING.MYOB_GL_Subaccount_PWG`, `_JV`	`Default/24.200.001`
`JournalTransaction` (+ `Details`)	`STAGING.MYOB_GL_Transaction_Detail_PWG`, `_JV`	`Default/24.200.001`
`Budget`	`STAGING.MYOB_GL_Budget_Line_*`	`Default/24.200.001`
`Tax`, `TaxCategory`	(CSV extracts in the source repo’s `data/` folder; not yet warehoused)	`Default/24.200.001`
`Ledger`	`STAGING.MYOB_Ledger` (new — being loaded in Phase B)	`Default/24.200.001`

CSV extracts in `data/`

Reference snapshots from the live tenant. Source-of-truth is MYOB itself; these are committed in the source repo for diffing and for offline reference.

File	Rows	Source
`chart_of_accounts_pwg.csv`	757	`Account` (PWG company)
`chart_of_accounts_jv.csv`	630	`Account` (JV company)
`taxes.csv`	18	`Tax` (tenant-wide)
`tax_categories.csv`	12	`TaxCategory` (tenant-wide)

To regenerate, see admin-procedures.

Where to go next

Pipeline shape and per-company joins — architecture
Endpoint inventory and auth — integrations
Add an extractor, rotate creds, replay a load — admin-procedures
Live API quirks and ETL edge cases — known-issues