Connect Claude & ChatGPT to Commusoft

28 tools for Commusoft

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

• change_job_stageChanges dataMove a job to another stage: `job_id`, `pipeline_id` and `stage_id`.
• change_opportunity_stageChanges dataMove an opportunity to another pipeline stage: `opportunity_id` and `stage_id`.
• complete_activityVisible to othersMark a scheduled activity as done by `scheduled_activities_id`.
• complete_jobVisible to othersMark a job as complete: `job_id` and `complete_date_time`.
• create_companyChanges dataCreate a company customer with `company_name`, `address_line1` and optional town, postcode, customer type and main contact.
• create_contactChanges dataAdd a contact to a customer or work address: `property_id`, `last_name`, and optional first name, email, position, phone numbers and communication preferences.
• create_customerChanges dataCreate a private customer with `address_line1`, `customer_type` (ID from list_customer_types) and optional town, postcode and main contact (name, email, phone).
• create_jobChanges dataCreate a job for a customer or work address: `property_id` and `settings_job_description_id` (from list_job_description_templates), with optional notes, priority, quoted amount and customer reference.
• get_assetGet one asset by `asset_id` with its details.
• get_customerGet one customer or work address by `property_id`, including address, contacts and account details.
• get_jobGet one job by `project_id` (the job ID), including description, status, stage, priority, engineer assignment and notes.
• get_opportunityGet one opportunity by `deal_id`, optionally with its contacts and proposal.
• list_activitiesList scheduled activities (calls, emails, tasks, meetings), filtered by title text `q`, status, assignee, type, due date or the property, job or opportunity they belong to.
• list_assetsList assets (installed equipment such as boilers), filtered by `property_id`, asset type or group.
• list_contactsList the contacts of a customer or work address by `property_id`.
• list_customer_typesList the customer types, needed as `customer_type` when creating a customer.
• list_customersList customers and work addresses (properties), filtered by `type` (customer or workaddress), `status` (active or dormant) or `customer_type_id`, with sorting and paging.
• list_job_descriptionsList the job description templates, needed as `settings_job_description_id` when creating a job.
• list_opportunitiesList sales opportunities, filtered by `property_id`, `pipeline_id`, `stage_id`, sales person or date, with sorting and paging.
• list_opportunity_pipelinesList opportunity pipelines, optionally with their stages (`include_stages`). Use this to find pipeline and stage IDs.
• list_usersList the users (staff and engineers) in your Commusoft account, with their IDs.
• searchSearch Commusoft by free text `q` (name, address, postcode, phone, reference), optionally limited to `type` properties, jobs or opportunities. Use this to find IDs.
• update_activityChanges dataUpdate a scheduled activity by `scheduled_activities_id`. `title`, `assigned_too` (user IDs), `due_date_time` and `activity_type` are required.
• update_companyChanges dataUpdate a company customer's name, address or status by `property_id`. `company_name` and `address_line1` are required.
• update_contactChanges dataUpdate a contact by `contact_id`: name, email, position, phone numbers or communication preferences. `last_name` is required.
• update_customerChanges dataUpdate a private customer's address, contact details or status by `property_id`. `address_line1` is required; other fields you pass change.
• update_jobChanges dataUpdate a job by `project_id`: description, notes, priority, quoted amount, customer reference or contacts. Only the fields you pass change.
• update_opportunityChanges dataUpdate an opportunity by `deal_id`. `notes`, `sales_person_id` and `opportunity_template_id` are required; read them from get_opportunity first and change what you need.

Questions