Connect Claude & ChatGPT to Housecall Pro

91 tools for Housecall Pro

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

• add_customer_addressChanges dataAdd a service address to a customer (`customer_id`) with `street`, `city`, `state`, `zip` and `country`.
• add_job_line_itemChanges dataAdd a line item to a job (`job_id`) with `name`, `quantity`, `unit_price`, optional `description` and `kind` (labor, materials or a discount).
• add_job_noteChanges dataAdd a note to a job (`job_id`) with text in `content`.
• approve_optionVisible to othersApprove a option. Has effects visible outside this system. API summary: Approve estimate options.
• archive_applicationVisible to othersDisable a application. Has effects visible outside this system. API summary: Disable Application.
• convert_leadChanges dataConvert a lead (`lead_id`) into a job or an estimate, chosen with `type`.
• create_an_estimate_optionChanges dataCreate a new quote for a quote. Required: name. API summary: Create an estimate option.
• create_categoryVisible to othersCreate a new category. Required: name. Has effects visible outside this system. API summary: Create Material Category.
• create_customerChanges dataCreate a customer with `first_name`, `last_name`, `email`, phone numbers, `company`, `addresses`, `tags` and `lead_source`. Search first to avoid duplicates.
• create_estimateChanges dataCreate an estimate for a customer (`customer_id` and `address_id` or `address`) with `options` (each with line items), optional `schedule`, `note` and `assigned_employee_ids`.
• create_jobChanges dataCreate a job for a customer (`customer_id`, `address_id`) with optional `schedule`, `line_items`, `assigned_employee_ids`, `tags` and `notes`.
• create_job_appointmentChanges dataAdd an appointment to a job (`job_id`) with `start_time`, `end_time` and `dispatched_employees_ids`.
• create_job_linkChanges dataCreate a new project for a project. Required: title or url. Search projects first to avoid duplicates. API summary: Create Job Link.
• create_job_typeChanges dataCreate a new project. Required: name. Search projects first to avoid duplicates. API summary: Create Job Type.
• create_leadChanges dataCreate a lead for an existing customer (`customer_id`) or a new one (`customer`), with optional `address`, `line_items`, `note` and `assigned_employee_id`.
• create_lead_sourceChanges dataCreate a new lead. Required: name. Search leads first to avoid duplicates. API summary: Create lead source.
• create_materialVisible to othersCreate a new material. Required: material category uuid, body material category uuid, name, price or cost. Has effects visible outside this system. API summary: Create Material.
• create_option_linkChanges dataCreate a new link for a option. Required: title or url. API summary: Create Estimate option link.
• create_option_messageChanges dataCreate a new message for a option. Required: content. API summary: Create Estimate option note.
• create_price_formVisible to othersCreate a new price form. Required: name. Has effects visible outside this system. API summary: Create Price Form.
• create_project_tagChanges dataCreate a new tag for a project. Required: tag id. API summary: Add job tag.
• create_subscriptionDeletesCreate a new subscription. Destructive action; may require approval. API summary: Create a Webhook Subscription.
• create_tagChanges dataCreate a new tag. API summary: Create a tag.
• delete_categoryDeletesPermanently delete a category by category uuid. Destructive action; may require approval. API summary: Delete Material Category.
• delete_materialDeletesPermanently delete a material by material uuid. Destructive action; may require approval. API summary: Delete Material.
• delete_option_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete estimate option note.
• delete_price_formDeletesPermanently delete a price form by price form uuid. Destructive action; may require approval. API summary: Delete Price Form.
• delete_project_appointmentDeletesPermanently delete a appointment by appointment id. Destructive action; may require approval. API summary: Delete appointment.
• delete_project_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete job note.
• delete_project_order_lineDeletesPermanently delete a order line by order line id. Destructive action; may require approval. API summary: Delete a single line item for a job.
• delete_project_schedulesMoves moneyPermanently delete a schedule by job id. Financial or irreversible action; may require approval. API summary: Delete job schedule.
• delete_project_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Remove job tag.
• delete_subscriptionsMoves moneyPermanently delete a subscription. Financial or irreversible action; may require approval. API summary: Delete a Webhook Subscription.
• dispatch_jobVisible to othersAssign employees to a job (`job_id`, `dispatched_employees`), replacing the current assignment.
• get_companyGet the connected Housecall Pro company's details (name, address, contact info). Use to confirm which account you are working in.
• get_customerGet one customer by `customer_id`, including contact details, addresses and tags.
• get_customer_addressGet one address for a customer by address id. API summary: Get a Customer's Address.
• get_estimateGet one estimate by its ID (`quote_id`), including its options and line items.
• get_eventGet one event by event id. API summary: Get the event via ID.
• get_invoiceGet one invoice by `invoice_uuid`, with line items, amounts, payments and status.
• get_invoice_previewGet one invoice by invoice uuid. API summary: Preview Invoice by UUID.
• get_jobGet one job by its ID (`project_id`): customer, address, schedule, assigned employees, line items and totals.
• get_leadGet one lead by `lead_id`.
• get_price_formGet one price form by price form uuid. API summary: Get Price Form.
• list_applicationsList applications. API summary: Get Application.
• list_booking_windowsList booking windows. Optional filters: show for days, start date, service id, service duration, price form id or employee ids.
• list_categoriesList categories. Optional filters: parent uuid, sort by or sort direction. Results are paginated. API summary: Get Material Categories.
• list_checklistsList checklists. Optional filters: job uuids or estimate uuids. Results are paginated. API summary: Get Checklists.
• list_customer_addressesList addresses for a customer. Optional filters: sort by or sort direction. Results are paginated. API summary: Get All of a Customer's Addresses.
• list_employeesList employees (technicians and office staff). Use to find employee IDs for scheduling and dispatch.
• list_estimatesList estimates, filtered by `customer_id`, `work_status`, `employee_ids` or scheduled dates.
• list_eventsList events. Optional filters: sort by, sort direction or location ids. Results are paginated. API summary: Get Events.
• list_invoicesList invoices, filtered by `status`, `customer_uuid`, due, paid or created date ranges, or amount due.
• list_job_appointmentsList the appointments (visits) on a job by `job_id`.
• list_job_invoicesList the invoices for one job by `job_id`.
• list_job_line_itemsList the line items (services and materials) on a job by `job_id`.
• list_jobsList jobs, filtered by `customer_id`, `work_status`, `employee_ids` or scheduled start/end dates. Use to find a job ID.
• list_lead_order_linesList order lines for a lead. Results are paginated. API summary: Lists all line items for a lead.
• list_leadsList leads, filtered by `status`, `customer_id`, `lead_source`, `tag_ids` or `employee_ids`.
• list_materialsList materials. Optional filters: material category uuid, sort by or sort direction. Results are paginated. API summary: Get Materials.
• list_option_order_linesList order lines for a option. Results are paginated. API summary: List estimate option line items.
• list_price_formsList price forms. API summary: Get Price Forms.
• list_project_job_input_materialsList job input materials for a project. API summary: Lists all job input materials for a job.
• list_routesList routes. Optional filters: date. Results are paginated. API summary: Get Routes.
• list_schedule_availabilitiesList schedule availabilities. API summary: Schedule Windows.
• list_service_zonesList service zones. Optional filters: zip code or address. Results are paginated. API summary: Get Service Zones.
• list_statusesList statuses. Optional filters: resource type. Results are paginated. API summary: Get Pipeline Statuses.
• list_tagsList tags. Optional filters: sort by or sort direction. Results are paginated. API summary: Get tags.
• reject_optionVisible to othersDecline a option. Has effects visible outside this system. API summary: Decline estimate options.
• restore_applicationChanges dataEnable a application. API summary: Enable Application.
• schedule_jobVisible to othersSet or change a job's schedule (`job_id`, `start_time`, optional `end_time`, `arrival_window_in_minutes`, `dispatched_employees`). Set `notify` to notify the customer of the new time.
• search_customersSearch customers by name, email, phone or address in `q`; page with `page`/`limit`. Use this to find a customer ID.
• search_leadsSearch leads by q or sort direction. Use this to find existing leads before creating a new lead. Results are paginated. API summary: Get Lead Sources.
• search_price_book_servicesSearch the price book services by `q`, to get names and prices for line items.
• search_projectsSearch projects by name. Use this to find existing projects before creating a new project. API summary: Get Job Types.
• submit_projectVisible to othersLock a project (job id). Has effects visible outside this system. API summary: Lock Job.
• submit_project_lockVisible to othersLock a project. Has effects visible outside this system. API summary: Lock Jobs.
• update_bulk_updatesVisible to othersUpdate an existing bulk update identified by job id. Has effects visible outside this system. API summary: Bulk update a job's line items.
• update_categoryVisible to othersUpdate an existing category identified by category uuid. Has effects visible outside this system. API summary: Update Material Category.
• update_companiesVisible to othersUpdate an existing company. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Franchise Info.
• update_customerChanges dataUpdate a customer's name, email, phone numbers, company, notes or tags by `customer_id`.
• update_leadChanges dataUpdate an existing lead identified by lead id. API summary: Update Lead Source.
• update_materialVisible to othersUpdate an existing material identified by material uuid. Has effects visible outside this system. API summary: Update Material.
• update_option_schedulesVisible to othersUpdate an existing schedule identified by option id. Has effects visible outside this system. API summary: Update estimate option schedule.
• update_price_formVisible to othersUpdate an existing price form identified by price form uuid. Has effects visible outside this system. API summary: Update Price Form.
• update_projectChanges dataUpdate an existing project identified by project id. API summary: Update a Job Type.
• update_project_appointmentChanges dataUpdate an existing appointment identified by appointment id. API summary: Update Appointment.
• update_project_order_lineChanges dataUpdate an existing order line identified by order line id. API summary: Update a single line item for a job.
• update_schedule_availabilitiesVisible to othersUpdate an existing schedule availability. Has effects visible outside this system. API summary: Update a company's schedule windows.
• update_statusesVisible to othersUpdate an existing status. Has effects visible outside this system. API summary: Update Pipeline Status.
• update_tagChanges dataUpdate an existing tag identified by tag id. API summary: Update a tag.

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