Connect Claude & ChatGPT to Billit

25 tools for Billit

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

• accept_peppol_invoiceVisible to othersAccept a received Peppol e-invoice by `inbox_item_id` so it is booked into Billit as a purchase invoice.
• add_order_paymentChanges dataRecord a payment received against an order (`order_id`) with `amount`, `date` and optional `description`. It only registers the payment; no money moves.
• check_peppol_participantCheck whether a company can receive Peppol e-invoices, by VAT or enterprise (CBE) number in `va_tor_cbe`.
• create_orderChanges dataCreate an order such as a sales invoice, credit note or offer. Pass `body` with OrderType, OrderDate, ExpiryDate, Customer and OrderLines (Description, Quantity, UnitPriceExcl, VATPercentage). It is created as a draft and is not sent.
• create_partyChanges dataCreate a customer or supplier. Pass `body` with Name, PartyType (Customer or Supplier), Email, VATNumber, Street, StreetNumber, Zipcode, City and CountryCode. Search first to avoid duplicates.
• create_productChanges dataCreate a product or service with `description`, `amount_excl` or `amount_incl`, `vat`, `unit` and optional `reference`.
• delete_orderDeletesDelete an order by `order_id`. This cannot be undone.
• get_accountGet account information about the connected Billit user, including the companies it can access.
• get_documentGet one stored document by `document_id`, with its name, date, tags and file.
• get_orderGet one order by `order_id`, with customer or supplier, lines, totals, due date and payment status.
• get_partyGet one party (customer or supplier) by `party_id`, with contact details, VAT number and addresses.
• get_productGet one product by `product_id`, with description, prices, VAT rate and unit.
• get_reportGet one report by `report_id`.
• list_peppol_inboxList e-invoices received over Peppol that are waiting to be accepted or refused.
• list_productsList the products and services in the Billit catalogue.
• list_reportsList the reports available in Billit.
• refuse_peppol_invoiceChanges dataRefuse a received Peppol e-invoice by `inbox_item_id`, with an optional `refusal_reason` that the sender sees.
• search_companiesSearch companies and parties by a keyword in `keywords`, e.g. a name or number, to fill in a new customer's details.
• search_documentsList or search stored documents with optional `full_text_search`.
• search_ordersList or search orders (sales and purchase invoices, credit notes, offers) with optional `full_text_search`. Use this to find an order's ID.
• search_partiesList or search parties (customers and suppliers) with optional `full_text_search`. Use this to find a party's ID.
• search_paymentsList or search financial transactions (bank payments) with optional `full_text_search`.
• send_ordersVisible to othersSend one or more orders (`order_ids`) to the customer through the channel in `transport_type`, for example Peppol. This delivers the invoices outside Billit and cannot be undone.
• update_orderChanges dataChange fields on an order by `order_id`; `body` holds the fields to change, e.g. Paid or PaidDate. Only the fields you pass change.
• update_partyChanges dataChange fields on a customer or supplier by `party_id`; `body` holds the fields to change, e.g. Email or Phone.

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