Connect Claude & ChatGPT to GorillaDesk

23 tools for GorillaDesk

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

• add_customer_locationChanges dataAdd a service location to a customer by `customer_id` with address_line_1, city, state and zip; optional name, note and separate billing address.
• add_customer_noteChanges dataAdd a note to a customer by `customer_id` with `content`; set notify_users to alert your team.
• create_customerChanges dataCreate a customer with `first_name` and a service `location` (address_line_1, city, state, zip); optional last_name, company, email, phones and status (active, inactive or lead). List customers first to avoid duplicates.
• get_companyGet your GorillaDesk company profile.
• get_customerGet one customer by `customer_id`, with contact details, locations and status.
• get_documentGet one document by `document_id`, with its status and content.
• get_estimateGet one estimate by `quote_id` (the estimate ID), with line items, totals and signature status.
• get_invoiceGet one invoice by `invoice_id`, with line items, totals and payment status.
• get_jobGet one job by `project_id` (the job ID), with customer, location, schedule, services and status.
• get_paymentGet one payment by `payment_id`.
• list_customersList customers, filtered by status, state, account_number or created/updated date ranges. Results are paginated with limit and offset.
• list_job_activitiesList the activity log of a job by `job_id`, optionally between dates.
• list_paymentsList payments, filtered by customer_id, invoice_id, status or date range.
• list_schedulesList the schedules (technician calendars/routes) in the account.
• list_servicesList the service templates (the services you offer, with default prices).
• list_usersList the users (technicians and office staff) in the account.
• search_documentsSearch customer documents (agreements and forms) by keyword, customer_id, job_id, status or created date.
• search_estimatesSearch estimates by keyword, customer_id, job_id, status, sign_status or date range.
• search_invoicesSearch invoices by keyword, customer_id, job_id, status, state or date range. Use to find unpaid or recent invoices.
• search_itemsSearch the items (products and materials) catalog by keyword.
• search_jobsSearch jobs (scheduled visits) by keyword, customer_id, state or date range (date_gte, date_lte). Use to find a job ID or see upcoming work.
• search_recurring_invoicesSearch recurring invoices by keyword, customer_id, job_id or created date range.
• update_customerChanges dataUpdate a customer by `customer_id`: first_name (required), last_name, company, email, phones, status or account_number.

Questions