Connect Claude & ChatGPT to FacturaDirecta

27 tools for FacturaDirecta

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

• create_billChanges dataRecord a supplier bill: `content` with type and main (supplier contact ID, date, docNumber, lines with amounts and taxes).
• create_contactChanges dataCreate a client or supplier: `content` with type and main (name, fiscalId, email, address, city, zipcode, country). Search first to avoid duplicates.
• create_estimateChanges dataCreate an estimate: `content` with type and main (contact ID, date, lines with description, quantity, price and taxes).
• create_invoiceChanges dataCreate a sales invoice: `content` with type "invoice" and main (contact ID, date, dueDate, lines with product/description, quantity, price and taxes). Set draft true to keep it provisional; a final invoice gets a legal number and cannot be freely deleted.
• create_productChanges dataCreate a product or service: `content` with type and main (title, sku, sale price, taxes).
• get_billGet one purchase bill by `invoice_id` (the bill ID).
• get_contactGet one contact by `contact_id`, with fiscal details, address and payment settings.
• get_estimateGet one estimate by `quote_id`, with lines, totals and status.
• get_invoiceGet one sales invoice by `invoice_id`, with lines, taxes, totals, payments and status.
• get_invoice_pdfChanges dataGet the PDF of a sales invoice by `invoice_id`.
• get_productGet one product by `product_id`, with prices, taxes and stock settings.
• get_profileGet the signed-in FacturaDirecta user profile and the companies it can access.
• list_bank_accountsList your bank and cash accounts with their IDs, needed when recording payments.
• list_billsList purchase bills (facturas recibidas), filtered by contact, state, date range, total or tags.
• list_estimatesList estimates (presupuestos), filtered by contact, series, date range, total or tags.
• list_invoicesList sales invoices, filtered by contact, state, draft, series, date range (min_date, max_date), total or tags.
• list_payment_methodsList the payment methods (e.g. transfer, direct debit) with their IDs.
• list_productsList products and services, filtered by title, sku, sales or purchase use.
• list_sales_taxesList the sales tax (IVA) rates configured for the company, with IDs to use on invoice lines.
• record_invoice_paymentChanges dataRecord a payment received on an invoice by `invoice_id`: `payments` with bank (bank account ID), amount and date. This books the collection in your accounts; it does not move money.
• search_contactsSearch contacts (clients and suppliers) by name or text (`search`), fiscal_id, email, phone, country or tags. Use to find a contact ID.
• send_estimateVisible to othersEmail an estimate by `estimate_id` to the client: `to`, optional cc, bcc, subject and html body. This sends a real email.
• send_invoiceVisible to othersEmail an invoice by `invoice_id` to the client: `to`, optional cc, bcc, subject and html body. This sends a real email.
• update_contactChanges dataUpdate a contact by `contact_id` with the changed fields in `content.main`.
• update_estimateChanges dataUpdate an estimate by `quote_id` with the changed fields in `content.main`.
• update_invoiceChanges dataUpdate a sales invoice by `invoice_id` with the changed fields in `content.main` (lines, dates, notes). Final invoices may be locked by Spanish invoicing rules.
• update_productChanges dataUpdate a product by `product_id` with the changed fields in `content.main`.

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