Connect Claude & ChatGPT to Fergus

92 tools for Fergus

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

• accept_quoteVisible to othersMark a quote as accepted by `quote_id`, recording who accepted it (`accepted_by`) and optionally which sections.
• add_noteChanges dataAdd a note (`text`) to a record such as a job or customer, given `entity_name` and `entity_id`.
• archive_siteVisible to othersArchive a site (site id). Has effects visible outside this system.
• cancel_phaseDeletesVoid a phase (job phase id). Destructive action; may require approval.
• cancel_quoteDeletesVoid a quote (quote id). Destructive action; may require approval.
• complete_taskVisible to othersMark a task as complete by `task_id`.
• create_calendar_eventChanges dataSchedule a calendar event with `event_title`, `event_type`, `start_time` and `end_time`, optionally for a user and job.
• create_contactChanges dataCreate a new contact. Required: first name or contact type. Search contacts first to avoid duplicates.
• create_customerChanges dataCreate a customer with `customer_full_name` and a `main_contact` (first name, and optionally last name, company, contact items), plus optional physical and postal addresses.
• create_disconnectChanges dataCreate a new disconnect. Required: refresh token, client id or client secret.
• create_documentChanges dataCreate a new document. Search documents first to avoid duplicates.
• create_enquiryChanges dataLog a new enquiry with `name`, `source` and `description`, plus optional email, phone and address.
• create_jobChanges dataCreate a job with `job_type` (Quote, Estimate or Charge Up), title, description, customer and site. Set `is_draft` to keep it as a draft.
• create_phase_invoiceChanges dataCreate a new invoice for a phase. Search invoices first to avoid duplicates.
• create_phase_stock_on_handChanges dataCreate a new stock on hand for a phase. Required: body. Search stock on hands first to avoid duplicates.
• create_project_holdChanges dataCreate a new hold for a project. Required: hold until or notes.
• create_project_phaseChanges dataCreate a new phase for a project. Required: title or description. Search phases first to avoid duplicates.
• create_project_resumeChanges dataCreate a new resume for a project.
• create_quoteChanges dataCreate a quote on a job by `job_id` with a `title`, `due_days` (7 to 180) and `sections` of line items.
• create_quote_2Changes dataCreate a new quote for a quote. Search quotes first to avoid duplicates.
• create_siteChanges dataCreate a job site with a `site_address` and `default_contact`, plus an optional name and billing contact.
• create_taskChanges dataCreate a task with a `description`, optional `due_date`, job and assigned employees.
• delete_calendar_eventDeletesPermanently delete a calendar event by calendar event id. Destructive action; may require approval.
• delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval.
• delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval.
• delete_phase_stock_on_handDeletesPermanently delete a stock on hand by stock on hand id. Destructive action; may require approval.
• delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval.
• download_documentDownload the document for a document.
• get_calendar_eventGet one calendar event by calendar event id.
• get_contactGet one contact by contact id.
• get_current_userGet the connected Fergus user's own details. Use to confirm whose account this is.
• get_customerGet one customer by `customer_id`, with main contact and addresses.
• get_enquiryGet one enquiry by enquiry id.
• get_favouriteGet one favourite by section id.
• get_invoiceGet one customer invoice by `invoice_id`, with amounts and status.
• get_jobGet one job by `project_id` (the job ID), with customer, site, status and description.
• get_job_financial_summaryGet a job's financial summary (costs, charges, invoiced amounts) by `job_id`.
• get_pricebookGet one pricebook by pricebook id.
• get_pricebook_productGet one product for a pricebook by product id.
• get_pricing_tierGet one pricing tier by pricing tier id.
• get_project_phaseGet one phase for a project by job phase id.
• get_project_quoteGet one quote for a project by quote id.
• get_quoteGet one quote by `quote_id`, with sections, line items and totals.
• get_quote_getGet one quote by guid.
• get_siteGet one site by site id.
• get_taskGet one task by task id.
• get_userGet one user by user id.
• list_calendar_eventsList calendar events (scheduled work and appointments), filtered by date, user, job or event type.
• list_companiesList companies.
• list_job_phasesList the phases of a job by `job_id`, optionally filtered by status.
• list_phase_financial_summariesList financial summaries for a phase.
• list_pricebook_productsList products for a pricebook. Optional filters: sort order or page cursor. Results are paginated.
• list_pricing_tiersList pricing tiers. Optional filters: sort order, page cursor or sort field. Results are paginated.
• list_time_entriesList staff time entries, filtered by date range, job number, phase or user.
• list_usersList or search staff users by name, status or user type. Use to find a user ID for tasks and calendar events.
• reject_quoteVisible to othersDecline a quote (quote id). Has effects visible outside this system.
• restore_siteChanges dataRestore a site (site id).
• search_contactsSearch contacts by text, type, customer or site.
• search_customersSearch customers by `filter_search_text`. Use this to find a customer ID.
• search_documentsSearch documents by sort order, page cursor, entity type, entity id, search or filter mime type. Use this to find existing documents before creating a new document. Results are paginated.
• search_enquiriesSearch incoming enquiries (leads) by text, source or status.
• search_favouritesSearch favourites by sort order, page cursor, filter section name, sort field, representation or filter search text. Use this to find existing favourites before creating a new favourite. Results are paginated.
• search_invoicesSearch customer invoices by customer, job, invoice number or due date range.
• search_jobsSearch jobs by text, job number, status, type, customer or site. Use this to find a job ID.
• search_messagesSearch messages by sort order, page cursor, sort field, filter entity id, filter entity name or filter created by id. Use this to find existing messages before creating a new message. Results are paginated.
• search_phase_stock_on_handsSearch stock on hands for a phase by sort order, page cursor, sort field, filter search text, last modified or date entered. Use this to find existing stock on hands before creating a new stock on hand. Results are paginated.
• search_pricebooksChanges dataSearch pricebooks by sort order or page cursor. Use this to find existing pricebooks before creating a new pricebook.
• search_pricebooks_getSearch pricebooks by sort order, page cursor, sort field or filter supplier name. Use this to find existing pricebooks before creating a new pricebook. Results are paginated.
• search_project_quotesSearch quotes for a project by sort order, page cursor, include combined item parents, filter status or sort field. Use this to find existing quotes before creating a new quote. Results are paginated.
• search_quotesList quotes across all jobs, filtered by status or created and modified dates.
• search_sitesSearch job sites by text, site name, city or postcode. Use this to find a site ID.
• search_stock_on_handsSearch stock on hands by sort order, page cursor, sort field, filter search text, last modified or date entered. Use this to find existing stock on hands before creating a new stock on hand. Results are paginated.
• search_stock_usedsSearch stock useds by filter date from or page cursor. Use this to find existing stock useds before creating a new stock used.
• search_tasksList tasks, filtered by due date, assigned employee, job, overdue or status.
• submit_phaseVisible to othersReopen a phase (job phase id). Has effects visible outside this system.
• submit_projectVisible to othersFinalise a project (job id). Has effects visible outside this system.
• submit_quoteVisible to othersPublish a quote (quote id). Has effects visible outside this system.
• submit_quote_mark_as_sentVisible to othersMark as sent a quote (quote id). Has effects visible outside this system.
• submit_quote_mark_as_viewedVisible to othersMark as viewed a quote (quote id). Has effects visible outside this system.
• submit_task_reopenVisible to othersReopen a task (task id). Has effects visible outside this system.
• update_calendar_eventChanges dataUpdate an existing calendar event identified by calendar event id.
• update_contactChanges dataUpdate an existing contact identified by contact id.
• update_customerChanges dataUpdate a customer's name, main contact and addresses by `customer_id`. Send the full `main_contact` and `customer_full_name`.
• update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed.
• update_phase_stock_on_handChanges dataUpdate an existing stock on hand identified by stock on hand id. Only the fields you pass are changed.
• update_projectChanges dataUpdate an existing project identified by project id.
• update_project_phaseChanges dataUpdate an existing phase identified by job phase id.
• update_project_quoteChanges dataUpdate an existing quote identified by quote id.
• update_siteChanges dataUpdate an existing site identified by site id. Only the fields you pass are changed.
• update_taskChanges dataUpdate a task's description, due date or assigned employees by `task_id`.
• update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed.
• update_versionChanges dataUpdate an existing version identified by version number.

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