Connect Claude & ChatGPT to Homebase360

23 tools for Homebase360

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

• create_customerChanges dataCreate a customer with first_name, last_name, email, phone, address, tags and notes. Search first to avoid duplicates.
• create_estimateChanges dataCreate an estimate for an existing `customer_id` (or new customer details) with `line_items` and an optional note.
• create_jobChanges dataCreate a job for a `customer_id` with `start` and `end` times and `line_items`; optional note, lead_source and salesperson_email.
• create_leadChanges dataCreate a lead with contact details (or a `customer_id`), status, line items, lead_source and assignee.
• create_taskChanges dataCreate a task with a `title` and `instructions`; optional start/end, assignee, customer and reminder.
• list_agreementsList customer agreements, optionally by `agreement_id`.
• list_conversation_messagesList the messages in one SMS conversation by `phone`, optionally by direction or date range.
• list_conversationsList SMS conversations, filtered by `customer_id`, `phone`, `unread` or `awaiting_reply`. Use to find messages needing a reply.
• list_estimatesList estimates, filtered by `customer_id`, `estimate_id` or a date range. Paginated with `cursor`.
• list_jobsList jobs on the schedule, filtered by `customer_id`, `job_id` or a `start_date`/`end_date` range. Paginated with `cursor`.
• list_leadsList leads, filtered by `status`, `customer_id`, `employee_id` or a date range. Paginated with `cursor`.
• list_service_plan_invoicesList the invoices for one service subscription by `subscription_id`.
• list_service_plansList recurring service subscriptions, filtered by `customer_id` or `status`.
• list_tasksList tasks, filtered by `status`, `customer_id`, `employee_id` or a date range. Paginated with `cursor`.
• search_customersSearch customers by `name`, `email`, `phone` or `customer_id`. Use this to find a customer before other lookups and to avoid duplicates.
• search_employeesSearch employees by `search` text, `email` or `employee_id`. Use to find who to assign jobs, leads or tasks to.
• search_messagesSearch sent and received SMS/MMS messages by `customer_id`, `phone`, direction, type or date range.
• send_text_messageVisible to othersSend an SMS/MMS to a customer: pass `customer_id` or `mobile_phone` and the `message` (optional `media_url`). The text is delivered immediately.
• update_customerChanges dataUpdate a customer by `customer_id` (name, email, phone, address, tags, notes).
• update_estimateChanges dataUpdate an estimate by `quote_id` (line items, note, lead source, salesperson).
• update_jobChanges dataUpdate a job by `project_id` (times, line items, note, who it is dispatched to).
• update_leadChanges dataUpdate a lead by `lead_id` (status, note, line items, assignee, lead source).
• update_taskChanges dataUpdate a task by `task_id` (title, status, times, assignee, instructions).

Questions