Connect Claude & ChatGPT to Evoliz

30 tools for Evoliz

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

• convert_quote_to_invoiceChanges dataTurn an accepted quote (quoteid) into an invoice.
• create_articleChanges dataCreate an article with reference, designation, unit_price, vat_rate and unit.
• create_clientChanges dataCreate a client: name, type (Particulier, Professionnel or Administration publique) and address (addr, postcode, town, iso2) are required, plus phone, VAT number and payment terms.
• create_client_contactChanges dataAdd a contact person to a client (clientid) with lastname, firstname, email and phone numbers.
• create_invoiceChanges dataCreate a draft invoice for a client (clientid) with documentdate, term.paytermid and items (the invoice lines). Finalize it with finalize_invoice.
• create_prospectChanges dataCreate a prospect with name, type (Particulier, Professionnel or Administration publique) and address (addr, postcode, town, iso2).
• create_purchaseChanges dataRecord a purchase (supplier bill): supplierid, label, documentdate, total_vat_include and items are required.
• create_quoteChanges dataCreate a quote for a client (clientid) with documentdate, term.paytermid and items (the quote lines).
• finalize_invoiceChanges dataFinalize a draft invoice (invoiceid) so it gets its legal invoice number. After this it can no longer be edited, only credited.
• get_articleGet one article by articleid, with price, VAT rate and unit.
• get_clientGet one client by clientid, with address, payment terms and contacts.
• get_companyGet your Evoliz company's details, such as name, address and settings.
• get_invoiceGet one invoice by invoiceid, with lines, totals, due date and payment status.
• get_quoteGet one quote by quoteid, with its lines and totals.
• list_invoice_paymentsList the payments recorded on an invoice (invoiceid).
• list_overdue_client_paymentsList overdue client payments (unpaid invoices past their due date), optionally for one clientid.
• list_payment_methodsList your payment methods with their IDs (paytypeid), needed when recording payments.
• list_payment_termsList your payment terms with their IDs (paytermid), needed when creating quotes and invoices.
• record_invoice_paymentChanges dataRecord a payment received on an invoice (invoiceid): label, paydate, paytypeid and amount. This logs the payment in Evoliz; it does not move money.
• search_articlesSearch articles (products and services) by reference or designation in search, or by nature.
• search_clientsSearch clients by name or code in search, with filters for type, country_iso2, vat_number or enabled.
• search_invoicesSearch invoices by status, clientid, document_number, date range or amount range.
• search_prospectsSearch prospects by name in search, optionally by country_iso2.
• search_purchasesSearch purchases (supplier bills) by status, supplierid, date range or amount range.
• search_quotesSearch quotes (devis) by status, clientid, document_number, date range or amount range.
• search_suppliersSearch suppliers by name or code in search.
• send_invoiceVisible to othersEmail an invoice (invoiceid) to the client; set the recipient in contact, plus subject and body. The client receives the email.
• send_quoteVisible to othersEmail a quote (quoteid) to the client; set the recipient in contact, plus subject and body. The client receives the email.
• update_articleChanges dataUpdate an article by articleid: designation, price, VAT rate or enabled. Only the fields you pass change.
• update_clientChanges dataUpdate a client by clientid: name, address, phone, VAT number, payment terms or enabled. Only the fields you pass change.

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