Connect Claude & ChatGPT to MOCO

286 tools for MOCO

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

• approve_approvalVisible to othersApprove a approval (approval id). Has effects visible outside this system. API summary: Approve approval.
• archive_companyVisible to othersArchive a company (company id). Has effects visible outside this system. API summary: Archive company.
• archive_customer_approvalVisible to othersDeactivate a customer approval (offer id). Has effects visible outside this system. API summary: Deactivate customer approval.
• archive_projectVisible to othersArchive a project (project id). Has effects visible outside this system. API summary: Archive project.
• archive_project_shareVisible to othersDisable a project (project id). Has effects visible outside this system. API summary: Disable project report sharing.
• archive_web_hookVisible to othersDisable a web hook (web hook id). Has effects visible outside this system. API summary: Disable account web hook.
• attach_order_to_projectChanges dataAssign a order (purchase id). API summary: Assign purchase item to project.
• attach_project_groupChanges dataAssign a project (project id). API summary: Assign project to project group.
• attach_quoteChanges dataAssign a quote (offer id). API summary: Assign offer to company/project/deal.
• create_absence_requestChanges dataCreate a new absence request. Required: approver user id, type or entries. API summary: Create user absence request.
• create_activityChanges dataLog time: pass `date`, `project_id`, `task_id` (the project task) and `hours` or `seconds`, plus an optional `description` and `billable`.
• create_approvalChanges dataCreate a new approval. Required: target type, target id or approver id. API summary: Create approval.
• create_approval_denyChanges dataCreate a new deny for a approval. API summary: Deny approval.
• create_bookkeeping_exportChanges dataCreate a new bookkeeping export. API summary: Create invoice bookkeeping export.
• create_budgetChanges dataCreate a new budget. Required: title. API summary: Create purchase budget.
• create_bulkVisible to othersCreate a new bulk. Required: activities. Has effects visible outside this system. API summary: Create activities in bulk.
• create_catalog_serviceChanges dataCreate a new catalog service. API summary: Create account catalog service.
• create_catalog_service_productChanges dataCreate a new product for a catalog service. API summary: Create account catalog service item.
• create_categoryChanges dataCreate a new category. Search categories first to avoid duplicates. API summary: Create deal category.
• create_comments_in_bulkVisible to othersCreate a new bulk. Required: text, commentable type or commentable ids. Has effects visible outside this system. API summary: Create comments in bulk.
• create_companyChanges dataCreate a company with `name` and `type` (customer, supplier or organization), plus optional email, phone, address, website and currency.
• create_contactChanges dataCreate a contact person with `firstname`, `lastname`, and optionally `company_id`, `work_email`, `work_phone`, `mobile_phone` and `job_position`.
• create_dealChanges dataCreate a deal with `name`, `money` (value), `currency`, `status`, `reminder_date`, `user_id` (owner) and `deal_category_id`, optionally linked to a company or person.
• create_disregardChanges dataCreate a new disregard. Required: company id, reason or activity ids. API summary: Disregard activities for invoicing.
• create_disregard_postChanges dataCreate a new disregard. Required: reason or expense ids. API summary: Disregard project expenses.
• create_draftChanges dataCreate a new draft. Required: title. API summary: Create purchase draft.
• create_employmentChanges dataCreate a new employment. API summary: Create user employment.
• create_expense_templateChanges dataCreate a new expense template. API summary: Create account expense template.
• create_holidayChanges dataCreate a new holiday. API summary: Create user holiday.
• create_invoiceChanges dataCreate a new invoice. Required: customer id, currency, title, date, due date or recipient address. Search invoices first to avoid duplicates. API summary: Create invoice.
• create_invoice_documentChanges dataCreate a new document for a invoice. Required: attachment. API summary: Create invoice attachment.
• create_invoice_payments_in_bulkVisible to othersCreate a new bulk. Required: bulk data. Has effects visible outside this system. API summary: Create invoice payments in bulk.
• create_invoice_reminderChanges dataCreate a new invoice reminder. API summary: Create invoice reminder.
• create_messageChanges dataCreate a new message. API summary: Create comment.
• create_offer_confirmationChanges dataCreate a new offer confirmation. Required: offer id. API summary: Create offer confirmation.
• create_orderChanges dataCreate a new order. Required: date, title, net total, currency or user id. Search orders first to avoid duplicates. API summary: Create planned purchase.
• create_pageChanges dataCreate a new page. API summary: Create planning entry.
• create_paymentChanges dataCreate a new payment. Required: date, paid total or invoice id. API summary: Create invoice payment.
• create_presenceChanges dataCreate a new presence. API summary: Create user presence.
• create_projectChanges dataCreate a project with `name`, `customer_id`, `leader_id`, `currency`, and optionally `start_date`, `finish_date`, `budget`, `hourly_rate` and billing settings.
• create_project_contractChanges dataCreate a new contract for a project. API summary: Create project contract.
• create_project_expenseChanges dataCreate a new expense for a project. API summary: Create project expense.
• create_project_expenses_in_bulkVisible to othersCreate a new bulk. Required: bulk data. Has effects visible outside this system. API summary: Create project expenses in bulk.
• create_project_payment_scheduleChanges dataCreate a new payment schedule for a project. API summary: Create project payment schedule.
• create_project_recurring_expenseChanges dataCreate a new recurring expense for a project. API summary: Create project recurring expense.
• create_project_taskChanges dataCreate a new task for a project. Search tasks first to avoid duplicates. API summary: Create project task.
• create_propertyChanges dataCreate a new property. API summary: Create account custom property.
• create_purchaseChanges dataCreate a new order. Search orders first to avoid duplicates. API summary: Create purchase.
• create_purchase_bookkeeping_exportChanges dataCreate a new bookkeeping export. API summary: Create purchase bookkeeping export.
• create_purchase_paymentChanges dataCreate a new payment. Required: date, total or purchase id. API summary: Create purchase payment.
• create_purchase_payments_in_bulkVisible to othersCreate a new bulk. Required: bulk data. Has effects visible outside this system. API summary: Create purchase payments in bulk.
• create_quoteChanges dataCreate a new quote. Required: vat code id or items. API summary: Create offer.
• create_quote_documentChanges dataCreate a new document for a quote. Required: attachment. API summary: Create offer attachment.
• create_receiptChanges dataCreate a new receipt. API summary: Create receipt.
• create_recurring_expense_recurChanges dataCreate a new recur for a recurring expense. API summary: Recur project recurring expense.
• create_revenue_categoryChanges dataCreate a new category. Search categories first to avoid duplicates. API summary: Create revenue category.
• create_scheduleChanges dataCreate a new schedule. API summary: Create schedule.
• create_tagChanges dataCreate a new tag. API summary: Create tag.
• create_task_templateChanges dataCreate a new task template. API summary: Create account task template.
• create_touchChanges dataCreate a new touch. API summary: Touch user presence.
• create_unitChanges dataCreate a new unit. API summary: Create unit.
• create_userChanges dataCreate a new user. Search users first to avoid duplicates. API summary: Create user.
• create_web_hookChanges dataCreate a new web hook. Required: target, event or hook. API summary: Create account web hook.
• create_work_time_adjustmentChanges dataCreate a new work time adjustment. API summary: Create user work time adjustment.
• delete_absence_requestDeletesPermanently delete a absence request by absence request id. Destructive action; may require approval. API summary: Delete user absence request.
• delete_activityDeletesPermanently delete a time entry by its ID (`task_id`). Cannot be undone.
• delete_approvalDeletesPermanently delete a approval by approval id. Destructive action; may require approval. API summary: Delete approval.
• delete_budgetDeletesPermanently delete a budget by budget id. Destructive action; may require approval. API summary: Delete a purchase budget.
• delete_catalog_serviceDeletesPermanently delete a catalog service by catalog service id. Destructive action; may require approval. API summary: Delete account catalog service.
• delete_catalog_service_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete account catalog service item.
• delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete deal category.
• delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete company.
• delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete contact.
• delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete deal.
• delete_draftDeletesPermanently delete a draft by draft id. Destructive action; may require approval. API summary: Delete purchase draft.
• delete_employmentDeletesPermanently delete a employment by employment id. Destructive action; may require approval. API summary: Delete user employment.
• delete_expense_templateDeletesPermanently delete a expense template by expense template id. Destructive action; may require approval. API summary: Delete account expense template.
• delete_holidayDeletesPermanently delete a holiday by holiday id. Destructive action; may require approval. API summary: Delete user holiday.
• delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete invoice.
• delete_invoice_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete invoice attachment.
• delete_invoice_reminderDeletesPermanently delete a invoice reminder by invoice reminder id. Destructive action; may require approval. API summary: Delete invoice reminder.
• delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete comment.
• delete_offer_confirmationDeletesPermanently delete a offer confirmation by offer confirmation id. Destructive action; may require approval. API summary: Delete offer confirmation.
• delete_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Delete planned purchase.
• delete_pageDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Delete planning entry.
• delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete invoice payment.
• delete_presenceDeletesPermanently delete a presence by presence id. Destructive action; may require approval. API summary: Delete user presence.
• delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete project.
• delete_project_contractDeletesPermanently delete a contract by contract id. Destructive action; may require approval. API summary: Delete project contract.
• delete_project_expenseDeletesPermanently delete a expense by expense id. Destructive action; may require approval. API summary: Delete project expense.
• delete_project_payment_scheduleDeletesPermanently delete a payment schedule by payment schedule id. Destructive action; may require approval. API summary: Delete project payment schedule.
• delete_project_recurring_expenseDeletesPermanently delete a recurring expense by recurring expense id. Destructive action; may require approval. API summary: Delete project recurring expense.
• delete_project_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete project task.
• delete_propertyDeletesPermanently delete a property by property id. Destructive action; may require approval. API summary: Delete account custom property.
• delete_purchaseDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Delete purchase.
• delete_purchase_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete purchase payment.
• delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete offer.
• delete_quote_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete offer attachment.
• delete_receiptDeletesPermanently delete a receipt by receipt id. Destructive action; may require approval. API summary: Delete receipt.
• delete_revenue_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete revenue category.
• delete_scheduleDeletesPermanently delete a schedule by schedule id. Destructive action; may require approval. API summary: Delete schedule.
• delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Delete tag.
• delete_taggingDeletesPermanently delete a tagging by taggable id. Destructive action; may require approval. API summary: Remove taggings from resource.
• delete_task_templateDeletesPermanently delete a task template by task template id. Destructive action; may require approval. API summary: Delete account task template.
• delete_tasks_allMoves moneyPermanently delete a task by project id. Financial or irreversible action; may require approval. API summary: Delete all project tasks.
• delete_unitDeletesPermanently delete a unit by unit id. Destructive action; may require approval. API summary: Delete unit.
• delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete user.
• delete_web_hookDeletesPermanently delete a web hook by web hook id. Destructive action; may require approval. API summary: Delete account web hook.
• delete_work_time_adjustmentDeletesPermanently delete a work time adjustment by work time adjustment id. Destructive action; may require approval. API summary: Delete user work time adjustment.
• detach_project_groupChanges dataUnassign a project (project id). API summary: Unassign project from project group.
• download_draft_pdfDownload the pdf document for a draft. API summary: Download purchase draft PDF.
• download_invoice_pdfDownload an invoice as PDF by `invoice_id`.
• download_offer_confirmation_pdfDownload the pdf document for a offer confirmation. API summary: Download offer confirmation PDF.
• download_quote_pdfDownload the pdf document for a quote. API summary: Download offer PDF.
• get_absence_requestGet one absence request by absence request id. API summary: Get user absence request.
• get_activityGet one time entry by its ID (`task_id`).
• get_approvalGet one approval by approval id. API summary: Get approval.
• get_bookkeeping_exportGet one bookkeeping export by bookkeeping export id. API summary: Get invoice bookkeeping export.
• get_catalog_serviceGet one catalog service by catalog service id. API summary: Get account catalog service.
• get_catalog_service_productGet one product for a catalog service by product id. API summary: Get account catalog service item.
• get_categoryGet one category by category id. API summary: Get deal category.
• get_companyGet one company by `company_id`, including address, contacts and billing details.
• get_contactGet one contact person by `contact_id`.
• get_dealGet one deal by deal id. API summary: Get deal.
• get_draftGet one draft by draft id. API summary: Get purchase draft.
• get_employmentGet one employment by employment id. API summary: Get user employment.
• get_expense_templateGet one expense template by expense template id. API summary: Get account expense template.
• get_groupGet one group by group id. API summary: Get project group.
• get_holidayGet one holiday by holiday id. API summary: Get user holiday.
• get_invoiceGet one invoice by `invoice_id`, including items, totals and status.
• get_invoice_reminderGet one invoice reminder by invoice reminder id. API summary: Get invoice reminder.
• get_messageGet one message by message id. API summary: Get comment.
• get_my_profileGet the profile of the MOCO user the connection belongs to.
• get_offer_confirmationGet one offer confirmation by offer confirmation id. API summary: Get offer confirmation.
• get_orderGet one order by order id. API summary: Get planned purchase.
• get_pageGet one page by page id. API summary: Get planning entry.
• get_paymentGet one payment by payment id. API summary: Get invoice payment.
• get_presenceGet one presence by presence id. API summary: Get user presence.
• get_projectGet one project by `project_id`, including customer, budget, leader and tasks.
• get_project_contractGet one contract for a project by contract id. API summary: Get project contract.
• get_project_expenseGet one expense for a project by expense id. API summary: Get project expense.
• get_project_payment_scheduleGet one payment schedule for a project by payment schedule id. API summary: Get project payment schedule.
• get_project_recurring_expenseGet one recurring expense for a project by recurring expense id. API summary: Get project recurring expense.
• get_project_taskGet one task for a project by task id. API summary: Get project task.
• get_propertyGet one property by property id. API summary: Get account custom property.
• get_purchaseGet one order by order id. API summary: Get purchase.
• get_purchase_bookkeeping_exportGet one bookkeeping export by bookkeeping export id. API summary: Get purchase bookkeeping export.
• get_purchase_categoryGet one category by category id. API summary: Get purchase category.
• get_purchase_paymentGet one payment by payment id. API summary: Get purchase payment.
• get_quoteGet one quote by quote id. API summary: Get offer.
• get_receiptGet one receipt by receipt id. API summary: Get receipt.
• get_revenue_categoryGet one category by category id. API summary: Get revenue category.
• get_scheduleGet one schedule by schedule id. API summary: Get schedule.
• get_tagGet one tag by tag id. API summary: Get tag.
• get_taggingGet one tagging by taggable id. API summary: List taggings for resource.
• get_task_templateGet one task template by task template id. API summary: Get account task template.
• get_todoGet one task by task id. API summary: Get todo.
• get_unitGet one unit by unit id. API summary: Get unit.
• get_userGet one user by user id. API summary: Get user.
• get_vat_code_purchaseGet one order by order id. API summary: Get VAT code purchase.
• get_vat_code_saleGet one vat code sale by vat code sale id. API summary: Get VAT code sale.
• get_web_hookGet one web hook by web hook id. API summary: Get account web hook.
• get_work_time_adjustmentGet one work time adjustment by work time adjustment id. API summary: Get user work time adjustment.
• list_absence_requestsList absence requests. Optional filters: ids, updated after, user id, selected approver id, type or status. Results are paginated. API summary: List user absence requests.
• list_absencesList absences. Optional filters: year or active. API summary: Get absences report.
• list_activitiesList time entries (activities), filtered by `from`/`to` dates, `user_id`, `project_id`, `task_id`, `company_id`, `billable`, `billed` or free text `term`.
• list_approvalsList approvals. Optional filters: ids, updated after, type, approver user id, creator user id or approval status. Results are paginated.
• list_assignedsList assigneds. Optional filters: active. API summary: List projects assigned to current user.
• list_bookkeeping_exportsList bookkeeping exports. Optional filters: updated after. Results are paginated. API summary: List invoice bookkeeping exports.
• list_budgetsList budgets. Optional filters: year. API summary: List purchase budgets.
• list_catalog_servicesList catalog services. Optional filters: ids or updated after. Results are paginated. API summary: List account catalog services.
• list_categoriesList categories. Optional filters: ids or updated after. Results are paginated. API summary: List deal categories.
• list_companiesList companies (customers, suppliers, organizations), filtered by free text `term`, `type`, `identifier` or `tags`.
• list_contactsList contact people, filtered by free text `term`, `phone` or `tags`.
• list_dealsList deals (leads/opportunities), filtered by `status`, `company_id`, `person_id`, `tags` or close dates.
• list_draftsList drafts. Optional filters: ids or updated after. Results are paginated. API summary: List purchase drafts.
• list_employmentsList employments. Optional filters: ids, updated after, user id, from or to. Results are paginated. API summary: List user employments.
• list_expense_templatesList expense templates. Optional filters: ids or updated after. Results are paginated. API summary: List account expense templates.
• list_expensesList expenses. Optional filters: ids, updated after, custom properties, from, to or billable. Results are paginated. API summary: List expenses across projects.
• list_fixed_costsList fixed costs. Optional filters: year. Results are paginated. API summary: List account fixed costs.
• list_groupsList groups. Optional filters: ids, updated after, custom properties, user id or company id. Results are paginated. API summary: List project groups.
• list_holidaysList holidays. Optional filters: ids, updated after, user id or year. Results are paginated. API summary: List user holidays.
• list_hourly_ratesList hourly rates. Optional filters: company id or include archived users. API summary: List account hourly rates.
• list_internal_hourly_ratesList internal hourly rates. Optional filters: years, unit id or include archived. API summary: Get account internal hourly rates.
• list_invoice_documentsList documents for a invoice. API summary: List invoice attachments.
• list_invoice_expensesList expenses for a invoice. API summary: List invoice expenses.
• list_invoice_remindersList invoice reminders. Optional filters: ids, updated after, invoice id, date from or date to. Results are paginated.
• list_invoice_timesheet_pdfsList timesheet pdfs for a invoice. Optional filters: letter paper id. API summary: Download invoice timesheet PDF.
• list_invoice_timesheetsList timesheets for a invoice. API summary: Get invoice timesheet entries.
• list_invoicesList invoices, filtered by `status`, `date_from`/`date_to`, `company_id`, `project_id`, `identifier` or free text `term`.
• list_letter_papersList letter papers.
• list_lockedsList lockeds. Optional filters: status, date from, date to or identifier. Results are paginated. API summary: List locked invoices.
• list_messagesList messages. Optional filters: ids, updated after, commentable type, commentable id, user id or manual. Results are paginated. API summary: List comments.
• list_offer_confirmationsList offer confirmations. Optional filters: ids, updated after or offer id. Results are paginated.
• list_offersList offers (quotes), filtered by `status`, `company_id`, `project_id`, `deal_id` or date range.
• list_ordersList orders. Optional filters: ids or updated after. Results are paginated. API summary: List planned purchases.
• list_pagesList pages. Optional filters: ids, updated after, period, user id, project id or deal id. Results are paginated. API summary: List planning entries.
• list_payment_schedulesList payment schedules. Optional filters: ids, updated after, from, to, checked or company id. Results are paginated. API summary: List project payment schedules (all projects).
• list_paymentsList payments. Optional filters: ids, updated after, invoice id, date from or date to. Results are paginated. API summary: List invoice payments.
• list_performance_reportsList performance reports. Optional filters: year. API summary: Get current user's performance report.
• list_planned_vs_trackedsList planned vs trackeds. Optional filters: from, to, user ids or project id. Results are paginated. API summary: Get planned vs tracked report.
• list_presencesList presences. Optional filters: ids, updated after, user id, from, to or is home office. Results are paginated. API summary: List user presences.
• list_project_contractsList contracts for a project. Optional filters: updated after. Results are paginated. API summary: List project contracts.
• list_project_expensesList expenses for a project. Optional filters: updated after, custom properties, billable, billed, budget relevant or user id. Results are paginated. API summary: List project expenses.
• list_project_payment_schedulesList payment schedules for a project. Optional filters: ids, updated after, from, to, checked or company id. Results are paginated. API summary: List project payment schedules.
• list_project_recurring_expensesList recurring expenses for a project. Optional filters: ids, sort by, updated after or custom properties. Results are paginated. API summary: List project recurring expenses.
• list_project_reportsList reports for a project. API summary: Get project report.
• list_project_tasksList the tasks (service types to book time on) of a project by `project_id`.
• list_projectsList projects, filtered by free text `term`, `company_id`, `leader_id`, `identifier`, `tags` or `include_archived`.
• list_propertiesList properties. Optional filters: ids, updated after or entity. Results are paginated. API summary: List account custom properties.
• list_purchase_bookkeeping_exportsList bookkeeping exports. Results are paginated. API summary: List purchase bookkeeping exports.
• list_purchase_categoriesList categories. Optional filters: ids or updated after. Results are paginated. API summary: List purchase categories.
• list_purchase_paymentsList payments. Optional filters: ids, updated after, purchase id, date from or date to. Results are paginated. API summary: List purchase payments.
• list_quote_customer_approvalsList customer approvals for a quote. API summary: Get customer approval state.
• list_quote_documentsList documents for a quote. API summary: List offer attachments.
• list_receiptsList receipts. Optional filters: ids, updated after, user id, project id, from or to. Results are paginated.
• list_recurring_expensesList recurring expenses. Optional filters: sort by, ids, updated after, custom properties or project id. Results are paginated.
• list_rolesList roles. API summary: List user roles.
• list_schedulesList schedules. Optional filters: ids, updated after, from, to, user id or absence code. Results are paginated.
• list_tagsList tags. Optional filters: ids, updated after or context. Results are paginated.
• list_task_templatesList task templates. Optional filters: ids or updated after. Results are paginated. API summary: List account task templates.
• list_todosSearch tasks by responsible user id, term, assigned to user id, created by user id or completed. Use this to find existing tasks before creating a new task. Results are paginated. API summary: List todos.
• list_unitsList units. Optional filters: ids, updated after or custom properties. Results are paginated.
• list_user_performance_reportsList performance reports for a user. Optional filters: year. API summary: Get user performance report.
• list_usersList MOCO users (staff), optionally filtered by `email` or `include_archived`. Use it to find a user ID.
• list_utilizationsList utilizations. Optional filters: from or to. API summary: Get utilization report.
• list_vat_code_purchasesList orders. Optional filters: ids, updated after, active, intra eu or reverse charge. Results are paginated. API summary: List VAT code purchases.
• list_vat_code_salesList vat code sales. Optional filters: ids, updated after, active, intra eu or reverse charge. Results are paginated.
• list_web_hooksList web hooks. Optional filters: ids or updated after. Results are paginated. API summary: List account web hooks.
• list_work_time_adjustmentsList work time adjustments. Optional filters: ids, updated after, user id, from or to. Results are paginated. API summary: List user work time adjustments.
• restore_companyChanges dataUnarchive a company (company id). API summary: Unarchive company.
• restore_projectChanges dataUnarchive a project (project id). API summary: Unarchive project.
• restore_web_hookChanges dataEnable a web hook (web hook id). API summary: Enable account web hook.
• search_cashflowsSearch cashflows by from, to, term or kinds. Use this to find existing cashflows before creating a new cashflow. Results are paginated. API summary: Get cashflow report.
• search_categoriesSearch categories by ids, updated after, term, revenue account or cost category. Use this to find existing categories before creating a new category. Results are paginated. API summary: List revenue categories.
• search_financesSearch finances by from, to, term, company id or kinds. Use this to find existing finances before creating a new finance. Results are paginated. API summary: Get finance report.
• search_ordersSearch orders by id, ids, updated after, custom properties, category id or term. Use this to find existing orders before creating a new order. Results are paginated. API summary: List purchases.
• send_invoice_emailVisible to othersEmail an invoice to the customer: pass `invoice_id`, `subject`, `text`, and optionally `emails_to`/`emails_cc`. Sends email.
• send_invoice_reminder_emailVisible to othersSend a invoice reminder (invoice reminder id). Has effects visible outside this system. API summary: Send invoice reminder by email.
• send_offer_emailVisible to othersEmail an offer to the customer: pass `offer_id`, `subject`, `text`, and optionally `emails_to`/`emails_cc`. Sends email.
• start_activity_timerVisible to othersStart the timer on a time entry by `activity_id`.
• stop_activity_timerVisible to othersStop the running timer on a time entry by `activity_id`.
• submit_customer_approvalVisible to othersActivate a customer approval (offer id). Has effects visible outside this system. API summary: Activate customer approval.
• update_activityChanges dataUpdate a time entry by its ID (`task_id`): change `date`, `hours`, `description`, `billable` or the project/task. Only the fields you pass change.
• update_budgetChanges dataUpdate an existing budget identified by budget id. Only the fields you pass are changed. API summary: Update a purchase budget.
• update_budget_targetsVisible to othersUpdate an existing target identified by budget id. Has effects visible outside this system. API summary: Update budget target for a year.
• update_catalog_serviceChanges dataUpdate an existing catalog service identified by catalog service id. Only the fields you pass are changed. API summary: Update account catalog service.
• update_catalog_service_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update account catalog service item.
• update_categoryChanges dataUpdate an existing category identified by category id. Only the fields you pass are changed. API summary: Update deal category.
• update_companyChanges dataUpdate an existing company identified by company id. Only the fields you pass are changed. API summary: Update company.
• update_contactChanges dataUpdate a contact person by `contact_id`. Only the fields you pass change.
• update_dealChanges dataUpdate a deal by `deal_id`, e.g. status, value, stage (`deal_category_id`) or reminder date. Only the fields you pass change.
• update_employmentChanges dataUpdate an existing employment identified by employment id. Only the fields you pass are changed. API summary: Update user employment.
• update_expense_templateChanges dataUpdate an existing expense template identified by expense template id. Only the fields you pass are changed. API summary: Update account expense template.
• update_holidayChanges dataUpdate an existing holiday identified by holiday id. Only the fields you pass are changed. API summary: Update user holiday.
• update_internal_hourly_ratesVisible to othersUpdate an existing internal hourly rate. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update account internal hourly rates.
• update_invoice_statusChanges dataUpdate an existing invoice identified by invoice id. API summary: Update invoice status.
• update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update comment.
• update_offer_confirmationChanges dataUpdate an existing offer confirmation identified by offer confirmation id. Only the fields you pass are changed. API summary: Update offer confirmation.
• update_orderChanges dataUpdate an existing order identified by order id. Only the fields you pass are changed. API summary: Update planned purchase.
• update_order_statusChanges dataUpdate an existing order identified by purchase id. Only the fields you pass are changed. API summary: Update purchase status.
• update_pageChanges dataUpdate an existing page identified by page id. Only the fields you pass are changed. API summary: Update planning entry.
• update_paymentChanges dataUpdate an existing payment identified by payment id. Only the fields you pass are changed. API summary: Update invoice payment.
• update_presenceChanges dataUpdate an existing presence identified by presence id. Only the fields you pass are changed. API summary: Update user presence.
• update_projectChanges dataUpdate a project by `project_id`, e.g. name, dates, budget, leader or billing settings. Only the fields you pass change.
• update_project_contractChanges dataUpdate an existing contract identified by contract id. Only the fields you pass are changed. API summary: Update project contract.
• update_project_expenseChanges dataUpdate an existing expense identified by expense id. Only the fields you pass are changed. API summary: Update project expense.
• update_project_payment_scheduleChanges dataUpdate an existing payment schedule identified by payment schedule id. Only the fields you pass are changed. API summary: Update project payment schedule.
• update_project_recurring_expenseChanges dataUpdate an existing recurring expense identified by recurring expense id. Only the fields you pass are changed. API summary: Update project recurring expense.
• update_project_sharesVisible to othersUpdate an existing share identified by project id. Has effects visible outside this system. API summary: Enable project report sharing.
• update_project_taskChanges dataUpdate an existing task identified by task id. Only the fields you pass are changed. API summary: Update project task.
• update_propertyChanges dataUpdate an existing property identified by property id. Only the fields you pass are changed. API summary: Update account custom property.
• update_purchaseChanges dataUpdate an existing order identified by order id. Only the fields you pass are changed. API summary: Update purchase.
• update_quoteChanges dataUpdate an existing quote identified by quote id. Only the fields you pass are changed. API summary: Update offer.
• update_quote_statusChanges dataUpdate an existing quote identified by offer id. API summary: Update offer status.
• update_receiptChanges dataUpdate an existing receipt identified by receipt id. Only the fields you pass are changed. API summary: Update receipt.
• update_revenue_categoryChanges dataUpdate an existing category identified by category id. Only the fields you pass are changed. API summary: Update revenue category.
• update_scheduleChanges dataUpdate an existing schedule identified by schedule id. Only the fields you pass are changed. API summary: Update schedule.
• update_tagChanges dataUpdate an existing tag identified by tag id. Only the fields you pass are changed. API summary: Update tag.
• update_taggingChanges dataUpdate an existing tagging identified by taggable id. Only the fields you pass are changed. API summary: Add taggings to resource.
• update_task_billable_secondsVisible to othersUpdate an existing billable second identified by activity id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update activity billable seconds.
• update_task_templateChanges dataUpdate an existing task template identified by task template id. Only the fields you pass are changed. API summary: Update account task template.
• update_unitChanges dataUpdate an existing unit identified by unit id. Only the fields you pass are changed. API summary: Update unit.
• update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Update user.
• update_web_hookChanges dataUpdate an existing web hook identified by web hook id. Only the fields you pass are changed. API summary: Update account web hook.
• update_work_time_adjustmentChanges dataUpdate an existing work time adjustment identified by work time adjustment id. Only the fields you pass are changed. API summary: Update user work time adjustment.

Questions