Connect Claude & ChatGPT to Yoobi

87 tools for Yoobi

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

• create_change_declaration_period_stateChanges dataCreate a new change declaration period state. Required: employee id, year or act. API summary: Change the timesheet period state.
• create_check_declaration_period_stateChanges dataCreate a new check declaration period state. Required: employee id or year. API summary: Check the timesheet period state.
• create_contact_personChanges dataCreate a contact person: `email`, `gender`, `firstname`, `lastname`, and link it to a customer with `customer_code` or `customer_id`.
• create_crm_saleChanges dataCreate a new crm sale. Required: customercode, crmsalename, crmsalecode, salesvalue, currency or expecteddate. Search crm sales first to avoid duplicates. API summary: Create new sale.
• create_crm_sale_detailChanges dataCreate a new crm sale detail. Required: customercode, crmsalename, crmsalecode, salesvalue, currency or expecteddate. API summary: Create new sale (alias of POST /crmSale).
• create_customerChanges dataCreate a customer with name, code, email, phone, addresses, VAT and Chamber of Commerce (KvK) numbers. Search first to avoid duplicates.
• create_dossierfileChanges dataCreate a new dossierfile. Required: object, objectidvalue, name, dossierdocumenttype or data. API summary: Upload a dossier file.
• create_employeeChanges dataCreate a new employee. Required: employeenumber or lastname. Search employees first to avoid duplicates. API summary: Create an employee.
• create_expenseChanges dataCreate an expense claim for an employee: `amount_inc` (amount including VAT), date, category, VAT lines, payment method and optional receipt attachments.
• create_insight_reportChanges dataCreate a new insight report. Required: index, query, periodstart or periodend. API summary: Retrieve Insight Report data.
• create_insight_source_refreshChanges dataCreate a new insight source refresh. Required: source name. API summary: Refresh Insight source data.
• create_invoiceChanges dataCreate a new invoice. Required: invoice date or cost ex. Search invoices first to avoid duplicates. API summary: Create a purchase invoice.
• create_invoice_createVisible to othersCreate a new invoice create. Required: startdate or enddate. Has effects visible outside this system. API summary: Automatically create invoices.
• create_invoice_sendVisible to othersCreate a new invoice send. Required: invoicedate. Has effects visible outside this system. API summary: Approve and send ready-for-approval invoices.
• create_leave_requestChanges dataSubmit a leave request for an employee: `start_date`, `end_date`, `leave_type_id` and optional hours per day and description.
• create_messageVisible to othersCreate a new message. Required: email. Has effects visible outside this system. API summary: Get customer and contact person by email.
• create_orderChanges dataCreate a new order. Required: body. API summary: Import an order.
• create_projectChanges dataCreate a project with name, code, customer, dates, budget, activities and project roles.
• create_project_external_approvalChanges dataCreate a new project external approval. Required: code or externalapproval. API summary: Update external approval settings on a project.
• create_project_external_approval_actionChanges dataCreate a new project external approval action. Required: externalapproval id or approved. API summary: Approve or reject an external approval task.
• create_project_template_duplicateChanges dataCreate a new project template duplicate. Required: template project code, project name or project code. API summary: Duplicate a template project.
• create_projectrateChanges dataCreate a new projectrate. Required: project code, type or rate. API summary: Import project rates.
• create_taskChanges dataCreate a new task. Required: email or taskid. Search tasks first to avoid duplicates. API summary: Create an action on a task.
• delete_customerDeletesPermanently delete a customer by customercode. Destructive action; may require approval. API summary: Delete customer.
• delete_declarationsMoves moneyPermanently delete a declaration by version. Financial or irreversible action; may require approval. API summary: Delete declarations.
• delete_employeeDeletesPermanently delete a employee by employee number. Destructive action; may require approval. API summary: Delete an existing employee.
• delete_projectDeletesPermanently delete a project by project code. Destructive action; may require approval.
• delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete an activity.
• find_employee_by_emailVisible to othersFind an employee by their `email` address.
• get_contactGet one contact by contactinfo. API summary: Lookup contact by email address or phone number.
• get_customerGet one customer by `customercode`, with addresses, contact persons and account managers.
• get_declarationGet one declaration by employeenumber. API summary: Retrieve declarations of one employee.
• get_documentGet one document by document id. API summary: Retrieve invoice dossier file.
• get_dossierfileGet one dossierfile by dossierfile id. API summary: Retrieve a single dossier file.
• get_employeeGet one employee by `employee_number`.
• get_employee_contractGet one employee contract by employee contract number. API summary: Get employee contract.
• get_expenseGet one expense by expense code. API summary: Retrieve a single expense.
• get_filterparamGet one filterparam by filterparam code. API summary: Retrieve available filter parameters for a report.
• get_invoiceGet one sales invoice by `invoice_number`.
• get_leave_applicationGet one leave application by leave application code. API summary: Retrieve a single leave application.
• get_productGet one product by product code. API summary: Retrieve a single product.
• get_projectGet one project by `project_code`.
• get_project_insightGet one project insight by project insight code. API summary: Get project insight.
• get_projectrateGet one projectrate by projectrate code. API summary: Retrieve project rates.
• get_reportGet one report by report id. API summary: Retrieve an invoice report.
• get_report_direct_getGet one report direct get by report direct get code. API summary: Generate and fetch a report in one call.
• get_selectionGet one selection by object selection id. API summary: Retrieve CRM selection data.
• get_taskGet one task by task id. API summary: Retrieve an activity.
• list_categoriesList categories. API summary: List purchase invoice categories.
• list_crm_sale_detailsList crm sale details. Optional filters: orderdirection, crmsalecode, customercode, currentpage or orderby. API summary: Retrieve sale details.
• list_customer_by_metaList customer by meta. Optional filters: btw number or kvk number. API summary: Retrieve customer information based on metadata.
• list_customer_salesList the CRM sales (opportunities) of a customer (`customer_id`), optionally filtered by `term`.
• list_customfieldsList customfields. Optional filters: object. API summary: Retrieve custom field definitions.
• list_departmentsList departments. Optional filters: orderdirection or orderby. API summary: Get departments.
• list_dossierdocumenttypesList dossierdocumenttypes. API summary: Retrieve dossier document types.
• list_dossierfile_listsList dossierfile lists. Optional filters: object or objectidvalue. API summary: Retrieve dossier files.
• list_insight_source_fieldsList insight source fields. Optional filters: source name. API summary: Retrieve fields for an Insight source.
• list_insight_sourcesList insight sources. API summary: Retrieve available Insight sources.
• list_leave_balancesShow employees' remaining leave balances for a year, optionally for one employee.
• list_ordersList orders. Optional filters: order number or order id. API summary: Retrieve order information.
• list_planningList the scheduled hours (planning) for a `year` and optional `month`, optionally for one employee.
• list_project_all_codesList project all codes. API summary: Get all project codes.
• list_project_external_approvalsList project external approvals. Optional filters: contact person id, external approval id, employee id, year, external approval state or employee number. API summary: Search external approval tasks.
• list_registrationsList time and cost registrations (declarations) for a `year` and `month`, optionally per employee, project or day.
• log_registrationVisible to othersRegister hours, costs or quantities: `date` (dd-MM-yyyy), `type` (time, cost or number), the amount, the project and activity, and the employee. Use for writing time entries.
• retrieve_report_outputGet one report by report code. API summary: Retrieve report output.
• save_crm_taskChanges dataCreate a CRM task, or update one by passing `crm_task_id`. Set subject, description, customer, assignee (`username`), task type, priority, planned date and deadline (dd-mm-yyyy).
• search_contact_personsSearch contact persons by name, customer name or code, or keyword.
• search_contacts_get_api_customer_search_contact_personSearch contacts by type, output, called, contactinfo or alert. Use this to find existing contacts before creating a new contact. API summary: Lookup contact by email address or phone number.
• search_crm_tasksSearch CRM tasks by status (open, finished, cancelled), customer, assignee, task type, date range or overdue.
• search_customersSearch customers (relations) by `name` or `term`, `status` or category, with paging. Use this to find a customer code.
• search_employeesList employees by status (active, inactive, all), with paging.
• search_expensesSearch expense claims for a `year` (and optional `month`) by state or employee.
• search_invoicesSearch sales invoices for a `year` (and optional `month`) by state, such as approved, sent or paid, and invoice type.
• search_leave_requestsSearch leave requests for a `year`, by state (applied, approved, rejected) or employee.
• search_productsSearch products by productcode, product id, searchresults, code, currentpage or name. Use this to find existing products before creating a new product. API summary: Retrieve products.
• search_projectsSearch projects by `term`, `status` (active, closed, all) or customer, optionally including activities, budget and roles.
• search_purchase_invoicesSearch invoices by searchresults, project id, currentpage or project code. Use this to find existing invoices before creating a new invoice. API summary: Search purchase invoices.
• update_customerChanges dataUpdate a customer by `customercode`; only the fields you pass change.
• update_employeeChanges dataUpdate an existing employee identified by employee number.
• update_employee_contractChanges dataUpdate an existing employee contract identified by employee contract number. API summary: Set employee contract.
• update_paymentChanges dataUpdate an existing payment identified by payment code. API summary: Mark an expense as paid.
• update_payment_post_api_invoice_set_invoice_paymentChanges dataUpdate an existing payment identified by payment number. API summary: Register invoice payment.
• update_productsVisible to othersUpdate an existing product identified by version. Has effects visible outside this system. API summary: Update a product.
• update_projectChanges dataUpdate a project by `project_code`; only the fields you pass change.
• update_reportChanges dataUpdate an existing report identified by report code. API summary: Create or update a report version.
• update_taskChanges dataUpdate an existing task identified by task id. API summary: Update an existing activity.

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