Connect Claude & ChatGPT to Easybizy

25 tools for Easybizy

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

• book_appointmentChanges dataBook an appointment for `customer_id` using the `availability_id` and chosen `option_id` from find_available_slots; optional `remarks`.
• cancel_appointmentsMoves moneyCancel one or more of a customer's appointments by `customer_id` and `appointments` (id and startTime). Appointments on an unpaid payment link are cancelled together with that whole booking.
• create_catalog_itemChanges dataCreate a product or service. Requires `title`, `item_type` and `retail_price`; optional category, inventory and serial number.
• create_customerChanges dataCreate a customer. Requires `first_name` and `mobile`; optional last name, email, gender, date of birth, tags, remarks and marketing consent.
• create_leadChanges dataCreate a lead with name, mobile, email, remarks, arrival source, tags and marketing consent. Search first to avoid duplicates.
• delete_leadDeletesPermanently delete a lead by `lead_id`. This cannot be undone.
• find_available_slotsChanges dataFind bookable time slots for a customer. Requires `customer_id` and `service_selections` (service ids, optional employee); optional `search_start_time` and `day_parts`.
• get_catalog_itemGet one product or service by `type` (product or service) and `product_id`.
• get_customerGet one customer by `customer_id`.
• get_invoiceGet one invoice document by `type` (e.g. invoice or receipt) and `invoice_id`, with its preceding document.
• get_leadGet one lead by `lead_id`.
• get_scheduling_optionsGet the business's online-scheduling setup: bookable services, employees and settings. Use before finding available slots.
• get_whatsapp_conversationGet a WhatsApp conversation by conversation `id`, `phone_number` or `customer_id`.
• list_customer_appointmentsList one customer's appointments by `customer_id`, `mobile` or `email`. Use to find an appointment id before cancelling.
• list_invoicesList invoice ids issued between `start_date` and `end_date` (whole days).
• list_whatsapp_templatesList the account's approved WhatsApp message templates and their parameters, optionally by `language`.
• log_callChanges dataLog an incoming or answered phone call by `phone_number`, with optional status, duration and caller request.
• search_catalog_itemsSearch the business's products and services by `search` text, `type` (products or services), `order`, `limit` and `offset`.
• search_customersSearch customers with free text in `search` (name, phone, email) or a JSON `filter`; supports `order`, `limit` and `offset`. Use before creating a customer.
• search_leadsSearch leads with free text in `search` or a JSON `filter`; supports `order`, `limit` and `offset`.
• send_whatsapp_messageChanges dataSend a free-form WhatsApp message to a customer; `to` holds either phoneNumber or customerId, plus `text`. The message is delivered immediately.
• send_whatsapp_templateChanges dataSend an approved WhatsApp template message; `to` holds phoneNumber or customerId, plus `template_name` and ordered `params`. The message is delivered immediately.
• update_catalog_itemChanges dataUpdate a product or service by `type` and `product_id`, e.g. title, price, category, inventory or hidden flag.
• update_customerChanges dataUpdate a customer by `customer_id`; only the fields you pass change (name, mobile, email, tags, remarks, marketing consent and more).
• update_leadChanges dataUpdate a lead by `lead_id`, including its pipeline `status` and `sub_status`; only the fields you pass change.

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