Connect Claude & ChatGPT to Fergus

30 tools for Fergus

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

• accept_quoteVisible to othersMark a quote as accepted by `quote_id`, recording who accepted it (`accepted_by`) and optionally which sections.
• add_noteChanges dataAdd a note (`text`) to a record such as a job or customer, given `entity_name` and `entity_id`.
• complete_taskVisible to othersMark a task as complete by `task_id`.
• create_calendar_eventChanges dataSchedule a calendar event with `event_title`, `event_type`, `start_time` and `end_time`, optionally for a user and job.
• create_customerChanges dataCreate a customer with `customer_full_name` and a `main_contact` (first name, and optionally last name, company, contact items), plus optional physical and postal addresses.
• create_enquiryChanges dataLog a new enquiry with `name`, `source` and `description`, plus optional email, phone and address.
• create_jobChanges dataCreate a job with `job_type` (Quote, Estimate or Charge Up), title, description, customer and site. Set `is_draft` to keep it as a draft.
• create_quoteChanges dataCreate a quote on a job by `job_id` with a `title`, `due_days` (7 to 180) and `sections` of line items.
• create_siteChanges dataCreate a job site with a `site_address` and `default_contact`, plus an optional name and billing contact.
• create_taskChanges dataCreate a task with a `description`, optional `due_date`, job and assigned employees.
• get_current_userGet the connected Fergus user's own details. Use to confirm whose account this is.
• get_customerGet one customer by `customer_id`, with main contact and addresses.
• get_invoiceGet one customer invoice by `invoice_id`, with amounts and status.
• get_jobGet one job by `project_id` (the job ID), with customer, site, status and description.
• get_job_financial_summaryGet a job's financial summary (costs, charges, invoiced amounts) by `job_id`.
• get_quoteGet one quote by `quote_id`, with sections, line items and totals.
• list_calendar_eventsList calendar events (scheduled work and appointments), filtered by date, user, job or event type.
• list_job_phasesList the phases of a job by `job_id`, optionally filtered by status.
• list_time_entriesList staff time entries, filtered by date range, job number, phase or user.
• list_usersList or search staff users by name, status or user type. Use to find a user ID for tasks and calendar events.
• search_contactsSearch contacts by text, type, customer or site.
• search_customersSearch customers by `filter_search_text`. Use this to find a customer ID.
• search_enquiriesSearch incoming enquiries (leads) by text, source or status.
• search_invoicesSearch customer invoices by customer, job, invoice number or due date range.
• search_jobsSearch jobs by text, job number, status, type, customer or site. Use this to find a job ID.
• search_quotesList quotes across all jobs, filtered by status or created and modified dates.
• search_sitesSearch job sites by text, site name, city or postcode. Use this to find a site ID.
• search_tasksList tasks, filtered by due date, assigned employee, job, overdue or status.
• update_customerChanges dataUpdate a customer's name, main contact and addresses by `customer_id`. Send the full `main_contact` and `customer_full_name`.
• update_taskChanges dataUpdate a task's description, due date or assigned employees by `task_id`.

Questions