Connect Claude & ChatGPT to Check Cherry

163 tools for Check Cherry

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_event_noteChanges dataAdd an internal `note` to an event, optionally with a `next_follow_up_on` date.
• add_lead_noteChanges dataAdd an internal `note` to a lead, optionally setting the `next_follow_up_on` date.
• approve_event_proposal_awaiting_reviewVisible to othersApprove a event (event id). Has effects visible outside this system. API summary: Approve a proposal awaiting review.
• archive_leadVisible to othersArchive a lead by `lead_id` so it leaves the active list. It can be restored later.
• archive_lead_automated_messagesVisible to othersDisable a lead (lead id). Has effects visible outside this system. API summary: Disable automated messages.
• cancel_appointmentDeletesCancel an appointment by `appointment_id`.
• cancel_eventDeletesCancel an event by `event_id` with a `cancel_reason`. Set `send_cancellation_messages` to email the client.
• convert_lead_to_bookingChanges dataTurn a lead into a confirmed booking by `lead_id`, with packages and pricing. Can send booking confirmation emails to the client.
• convert_lead_to_proposalChanges dataTurn a lead into a proposal by `lead_id`, with packages, pricing and valid-through date. The lead becomes a proposal event.
• create_a_serviceChanges dataCreate a new category. Required: name. API summary: Create a service.
• create_an_add_onChanges dataCreate a new on. Required: add on category id, name or description. API summary: Create an add-on.
• create_an_add_on_categoryChanges dataCreate a new category. Required: name. API summary: Create an add-on category.
• create_appointmentChanges dataBook an appointment with `guest_name`, `guest_email`, `starts_at_date`, `starts_at_time`, `length_in_minutes` and `created_via`.
• create_bookingChanges dataCreate a new booking with `packages`, client contact details, event details and amounts. Can send booking confirmation emails to the client.
• create_categoryChanges dataCreate a new category. API summary: Fetch all add-on categories.
• create_checklistChanges dataCreate a new checklist. Required: event id. API summary: Create a checklist.
• create_event_event_bookingChanges dataCreate a new event booking for a event. Required: event type id or starts at date. API summary: Add a package to a proposal or booking.
• create_event_proposal_alternativeChanges dataCreate a new proposal alternative for a event. Required: event type id or starts at date. API summary: Add an alternative to a proposal.
• create_event_userChanges dataCreate a new user for a event. Required: staff id. API summary: Assign a staff member to an event.
• create_expenseChanges dataCreate a new expense. Required: payment date, amount or ref no. Search expenses first to avoid duplicates. API summary: Create an expense.
• create_leadChanges dataCreate a lead (inquiry) with `email` and optionally name, phone, event date and time, package, estimated budget, guests and message.
• create_lead_booking_backdropChanges dataCreate a new backdrop for a lead booking. Required: photobooth background id. API summary: Set the backdrop on a lead booking.
• create_lead_booking_lead_add_onChanges dataCreate a new lead add on for a lead booking. Required: add on id. API summary: Add an add-on to a lead booking.
• create_lead_lead_bookingChanges dataCreate a new lead booking for a lead. API summary: Add a booking to a lead.
• create_onChanges dataCreate a new on. API summary: Fetch all add-ons.
• create_packageChanges dataCreate a new package. Required: package group id or name. API summary: Create a package.
• create_package_groupChanges dataCreate a new package group. Required: event category id or name. API summary: Create a package group.
• create_productChanges dataCreate a new product. Required: title. Search products first to avoid duplicates. API summary: Create a checklist item.
• create_proposalChanges dataCreate a proposal with `packages`, client contact details, pricing and a valid-through date for the client to review.
• create_proposal_alternative_choose_alternativeChanges dataCreate a new choose alternative for a proposal alternative. API summary: Choose a proposal alternative.
• create_questionnaireChanges dataCreate a new questionnaire. Required: event id or questionnaire template id. API summary: Attach a questionnaire from a template.
• create_questionnaire_externalChanges dataCreate a new questionnaire. Required: event id, title or external url. API summary: Attach an external questionnaire.
• create_questionnaire_provide_signatureChanges dataCreate a new provide signature for a questionnaire. Required: signer. API summary: Stamp a signature.
• create_staff_check_inChanges dataCreate a new staff check in. Required: kind. Search staff check ins first to avoid duplicates. API summary: Record a check-in punch.
• create_template_selectionChanges dataCreate a new template selection. API summary: Submit a template selection.
• delete_a_serviceDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete a service.
• delete_add_onDeletesPermanently delete a add on by add on id. Destructive action; may require approval. API summary: Delete an add-on.
• delete_appointmentDeletesPermanently delete a appointment by appointment id. Destructive action; may require approval. API summary: Delete an appointment.
• delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete an add-on category.
• delete_checklistDeletesPermanently delete a checklist by checklist id. Destructive action; may require approval.
• delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval. API summary: Delete an event.
• delete_event_event_bookingDeletesPermanently delete a event booking by event booking id. Destructive action; may require approval. API summary: Remove a package from a proposal or booking.
• delete_event_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a booking note.
• delete_event_proposal_alternativeDeletesPermanently delete a proposal alternative by proposal alternative id. Destructive action; may require approval. API summary: Remove a proposal alternative.
• delete_event_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Remove a staff member from an event.
• delete_expenseDeletesPermanently delete a expense by expense id. Destructive action; may require approval. API summary: Delete an expense.
• delete_lead_bookingDeletesPermanently delete a lead booking by lead booking id. Destructive action; may require approval. API summary: Remove a lead booking.
• delete_lead_booking_backdropsMoves moneyPermanently delete a backdrop by lead booking id. Financial or irreversible action; may require approval. API summary: Remove the backdrop from a lead booking.
• delete_packageDeletesPermanently delete a package by package id. Destructive action; may require approval.
• delete_package_groupDeletesPermanently delete a package group by package group id. Destructive action; may require approval.
• delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete a checklist item.
• delete_questionnaireDeletesPermanently delete a questionnaire by questionnaire id. Destructive action; may require approval. API summary: Remove a questionnaire from a booking.
• delete_staff_check_inDeletesPermanently delete a staff check in by staff check in id. Destructive action; may require approval. API summary: Delete a check-in.
• fetch_a_backdrop_category_by_idGet one category by category id. API summary: Fetch a backdrop category by ID.
• fetch_a_help_center_article_by_slugGet one product by product slug. API summary: Fetch a help center article by slug.
• fetch_a_service_by_idGet one category by category id. API summary: Fetch a service by ID.
• fetch_all_expense_categoriesList categories. API summary: Fetch all expense categories.
• fetch_all_extra_categoriesList categories. API summary: Fetch all extra categories.
• fetch_an_extra_category_by_idGet one category by category id. API summary: Fetch an extra category by ID.
• fetch_checklist_categoriesList categories. API summary: Fetch checklist categories.
• fetch_expense_category_by_idGet one category by category id. API summary: Fetch expense category by ID.
• get_add_onGet one add on by add on id. API summary: Fetch an add-on by ID.
• get_appointmentGet one appointment by `appointment_id`.
• get_categoryGet one category by category id. API summary: Fetch an add-on category by ID.
• get_checklistGet one checklist by checklist id. API summary: Fetch checklist by ID.
• get_discount_codeGet one discount code by discount code id. API summary: Fetch a discount code by ID.
• get_eventGet one event by `event_id`, including client, packages, amounts, payments, location and status.
• get_event_bookingGet one event booking by event booking id. API summary: Fetch event booking by ID.
• get_event_proposal_alternativeGet one proposal alternative for a event by proposal alternative id. API summary: Fetch a proposal alternative.
• get_expenseGet one expense by expense id. API summary: Fetch expense by ID.
• get_extraGet one extra by extra id. API summary: Fetch an extra by ID.
• get_leadGet one lead by `lead_id`, with contact details, event date, budget and notes.
• get_lead_bookingGet one lead booking by lead booking id. API summary: Fetch lead booking by ID.
• get_packageGet one package by `package_id`.
• get_package_groupGet one package group by package group id. API summary: Fetch package group by ID.
• get_paymentGet one payment by payment id. API summary: Fetch payment by ID.
• get_photobooth_backgroundGet one photobooth background by photobooth background id. API summary: Fetch a backdrop by ID.
• get_productGet one product by product id. API summary: Fetch checklist item by ID.
• get_questionnaireGet one questionnaire by questionnaire id. API summary: Fetch questionnaire by ID.
• get_questionnaire_templateGet one questionnaire template by questionnaire template id. API summary: Fetch questionnaire template by ID.
• get_revenue_projectionGet a revenue projection report between `starts_at` and `ends_at`, grouped by `interval`.
• get_staff_check_inGet one staff check in by staff check in id. API summary: Fetch a single check-in.
• get_suggestion_listGet one suggestion list by suggestion list id. API summary: Fetch suggestion list by ID.
• list_appointment_booking_questionsList booking questions for a appointment. API summary: Fetch booking question answers for an appointment.
• list_availabilitiesList availabilities. Optional filters: event date, starts at, ends at or package id. API summary: Check availability for a date.
• list_available_appointment_slotsList available appointment slots. Optional filters: user id, user appointment calendar id or selected date. API summary: Fetch available appointment slots.
• list_available_slotsList available start times for a `package_id` on an `event_date`. Use to check availability before booking.
• list_booked_on_summariesList booked on summaries. Optional filters: interval, starts at, ends at or brand id. API summary: Booked-on summary.
• list_categoriesList categories. API summary: Fetch all backdrop categories.
• list_checklistsList checklists. Optional filters: event id or per. Results are paginated. API summary: Fetch checklists.
• list_design_templatesList design templates. API summary: Fetch all design templates.
• list_design_templates_include_design_template_category_design_caList design templates include design template category design category tags design category layouts. API summary: Fetch all design templates with includes.
• list_detailedsList detaileds. Optional filters: starts at date, starts at time, ends at time, starts at, ends at or package id. API summary: Check detailed availability.
• list_discount_codesList discount codes. Optional filters: visibility. API summary: Fetch all discount codes.
• list_event_booking_questionsList booking questions for a event. API summary: Fetch booking question answers for an event.
• list_event_bookingsList event bookings. Optional filters: event date start, event date end or per. Results are paginated. API summary: Fetch all event bookings.
• list_lead_booking_questionsList booking questions for a lead. API summary: Fetch booking question answers for a lead.
• list_lead_bookingsList lead bookings. Optional filters: event date start, event date end or per. Results are paginated. API summary: Fetch all lead bookings.
• list_lead_count_summariesList lead count summaries. Optional filters: interval, starts at, ends at, chart type or brand id. API summary: Lead count summary.
• list_linksList links. API summary: List public-facing links for every brand on the account.
• list_package_groupsList package groups. API summary: Fetch all package groups.
• list_packagesList the packages you offer, with IDs and prices. Use to pick packages for bookings, proposals and availability checks.
• list_payment_receipt_summariesList payment receipt summaries. Optional filters: interval, starts at, ends at or brand id. API summary: Payment receipt summary.
• list_paymentsList payments received, optionally for one `event_id` or a payment date range.
• list_proposal_count_summariesList proposal count summaries. Optional filters: interval, starts at, ends at, chart type or brand id. API summary: Proposal count summary.
• list_questionnaire_templatesList questionnaire templates. API summary: Fetch questionnaire templates.
• list_questionnairesList questionnaires. Optional filters: event id. API summary: Fetch questionnaires for a booking.
• list_servicesList the services (event categories) you offer.
• list_suggestion_listsList suggestion lists. API summary: Fetch suggestion lists.
• restore_leadChanges dataUnarchive a lead (lead id).
• restore_lead_automated_messagesChanges dataEnable a lead (lead id). API summary: Enable automated messages.
• search_and_list_help_center_articlesSearch products by text, category or per. Use this to find existing products before creating a new product. Results are paginated. API summary: Search and list help center articles.
• search_appointmentsSearch appointments (consultations and calls) by `search_text`, date range, staff or cancelled status.
• search_eventsSearch events (bookings and proposals) by `search_text`, event date range, status, client, staff, balance outstanding and more.
• search_expensesSearch expenses by event id, expense category id, payment date start, payment date end, query or sort by. Use this to find existing expenses before creating a new expense. Results are paginated. API summary: Fetch all expenses.
• search_extrasSearch extras by text, only widget visible, order, extra category id or category ids. Use this to find existing extras before creating a new extra. API summary: Fetch all extras.
• search_leadsSearch leads by `text` or `email`. Use this to find a lead ID.
• search_photobooth_backgroundsSearch photobooth backgrounds by text, only widget visible or order. Use this to find existing photobooth backgrounds before creating a new photobooth background. API summary: Fetch all backdrops.
• search_productsSearch products by checklist id, checkable type, checkable id, filter, assigned filter or query. Use this to find existing products before creating a new product. Results are paginated. API summary: Fetch checklist items.
• search_staff_check_insSearch staff check ins by search mode, staff id, check in at start, check in at end or per. Use this to find existing staff check ins before creating a new staff check in. Results are paginated. API summary: Fetch staff check-ins.
• submit_appointmentVisible to othersDuplicate a appointment (appointment id). Has effects visible outside this system. API summary: Duplicate an appointment.
• submit_productVisible to othersMark as checked a product (checklist item id). Has effects visible outside this system. API summary: Mark a checklist item as checked.
• submit_product_mark_as_uncheckedVisible to othersMark as unchecked a product (checklist item id). Has effects visible outside this system. API summary: Mark a checklist item as unchecked.
• submit_proposal_alternativeVisible to othersDuplicate a proposal alternative (proposal alternative id). Has effects visible outside this system.
• submit_questionnaireVisible to othersMark as complete a questionnaire (questionnaire id). Has effects visible outside this system. API summary: Lock a questionnaire.
• submit_questionnaire_mark_as_incompleteVisible to othersMark as incomplete a questionnaire (questionnaire id). Has effects visible outside this system. API summary: Unlock a questionnaire.
• update_a_serviceChanges dataUpdate an existing category identified by category id. API summary: Update a service.
• update_add_onChanges dataUpdate an existing add on identified by add on id. API summary: Update an add-on.
• update_add_on_movesVisible to othersUpdate an existing move identified by add on id. Has effects visible outside this system. API summary: Move an add-on to a different category.
• update_appointmentChanges dataUpdate an appointment's time, length, guest details, location or notes by `appointment_id`.
• update_appointment_booking_questionsVisible to othersUpdate an existing booking question identified by appointment id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update booking question answers for an appointment.
• update_appointment_uncancelsVisible to othersUpdate an existing uncancel identified by appointment id. Has effects visible outside this system. API summary: Uncancel an appointment.
• update_categoryChanges dataUpdate an existing category identified by category id. API summary: Update an add-on category.
• update_checklist_resetsVisible to othersUpdate an existing reset identified by checklist id. Has effects visible outside this system. API summary: Reset a checklist.
• update_eventChanges dataUpdate an event's public notes, follow-up date and photo or video album links by `event_id`.
• update_event_bookingChanges dataUpdate an existing event booking identified by event booking id. Only the fields you pass are changed. API summary: Update a package on a proposal or booking.
• update_event_booking_questionsVisible to othersUpdate an existing booking question identified by event id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update booking question answers for an event.
• update_event_booking_staffingChanges dataUpdate an existing event booking identified by event booking id. Only the fields you pass are changed. API summary: Set how many staff a package needs.
• update_event_locationChanges dataUpdate an existing event identified by event id. API summary: Update event location.
• update_event_messageChanges dataUpdate an existing message identified by message id. API summary: Update a booking note.
• update_event_postponesVisible to othersUpdate an existing postpone identified by event id. Has effects visible outside this system. API summary: Postpone an event.
• update_event_proposal_alternativeChanges dataUpdate an existing proposal alternative identified by proposal alternative id. Only the fields you pass are changed. API summary: Rename a proposal alternative or set its deposit.
• update_event_settingsChanges dataUpdate an existing event identified by event id. API summary: Update event settings.
• update_event_statusChanges dataChange an event's `status` (for example proposal to booked). Can send booking confirmation emails to the client.
• update_event_uncancelsVisible to othersUpdate an existing uncancel identified by event id. Has effects visible outside this system. API summary: Uncancel an event.
• update_event_unpostponesVisible to othersUpdate an existing unpostpone identified by event id. Has effects visible outside this system. API summary: Unpostpone an event.
• update_event_userChanges dataUpdate an existing user identified by user id. API summary: Update a staff member's role and package assignment.
• update_expenseChanges dataUpdate an existing expense identified by expense id. API summary: Update an expense.
• update_leadChanges dataUpdate a lead's details (contact info, event date, package, follow-up date, notes) by `lead_id`.
• update_lead_bookingChanges dataUpdate an existing lead booking identified by lead booking id. Only the fields you pass are changed. API summary: Update a lead booking.
• update_lead_booking_questionsVisible to othersUpdate an existing booking question identified by lead id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update booking question answers for a lead.
• update_lead_flag_as_spamVisible to othersUpdate an existing flag as spam identified by lead id. Has effects visible outside this system. API summary: Flag a lead as spam.
• update_lead_unflag_as_spamVisible to othersUpdate an existing unflag as spam identified by lead id. Has effects visible outside this system. API summary: Unflag a lead as spam.
• update_lead_unmark_as_converted_to_eventsVisible to othersUpdate an existing unmark as converted to event identified by lead id. Has effects visible outside this system. API summary: Remove converted-to-event flag.
• update_packageChanges dataUpdate an existing package identified by package id. API summary: Update a package.
• update_package_groupChanges dataUpdate an existing package group identified by package group id. API summary: Update a package group.
• update_package_group_movesVisible to othersUpdate an existing move identified by package group id. Has effects visible outside this system. API summary: Move a package group to a different service.
• update_package_movesVisible to othersUpdate an existing move identified by package id. Has effects visible outside this system. API summary: Move a package to a different package group.
• update_productChanges dataUpdate an existing product identified by product id. API summary: Update a checklist item.
• update_product_move_to_positionsVisible to othersUpdate an existing move to position identified by checklist item id. Has effects visible outside this system. API summary: Move a checklist item to a new position.
• update_questionnaireChanges dataUpdate an existing questionnaire identified by questionnaire id. API summary: Submit answers.
• update_questionnaire_resetsVisible to othersUpdate an existing reset identified by questionnaire id. Has effects visible outside this system. API summary: Reset a questionnaire.
• update_staff_check_inChanges dataUpdate an existing staff check in identified by staff check in id. Only the fields you pass are changed. API summary: Correct a check-in.

Questions