Connect Claude & ChatGPT to Invoiced

27 tools for Invoiced

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

• add_customer_contactChanges dataAdd a contact person to a customer by `customer_id`. Use the body fields `body_name`, `body_email`, `body_phone` and `body_title`.
• add_noteChanges dataAdd an internal note to a `customer` (customer ID) or an `invoice` (invoice ID). Pass the text in `notes`.
• create_customerChanges dataCreate a customer. Put the fields inside `body`: `name` (required), plus optional `email`, `type` (company or person), `address1`, `city`, `postal_code`, `country`, `currency` and `payment_terms` (e.g. NET 30).
• create_invoiceChanges dataCreate an invoice. Pass `customer` (customer ID) and `items` (line items, each with name, quantity and unit_cost); optional `date`, `due_date`, `payment_terms`, `notes`, `currency` and `draft` (true keeps it as a draft).
• create_taskChanges dataCreate a collection task for a customer. Use `body_name`, `body_action` (the kind of follow-up, e.g. phone or email), `customer_id`, `body_due_date` and optionally `body_user_id` to assign it.
• get_credit_noteGet one credit note by `credit_note_id`.
• get_customerGet one customer by `customer_id`, including contact details, payment terms and settings.
• get_customer_balanceGet a customer's outstanding balance, past-due amount and available credit by `customer_id`.
• get_estimateGet one estimate (quote) by `quote_id`, including line items and approval status.
• get_invoiceGet one invoice by `invoice_id`, including line items, totals, balance, due date and payment link.
• get_itemGet one catalog item by `product_id` (the item ID).
• get_paymentGet one payment by `payment_id`.
• list_credit_notesList credit notes with their IDs, customer, totals and status.
• list_customer_contactsList the contacts (billing people) saved on a customer by `customer_id`.
• list_customersList customers with their IDs, names, emails and balances. Use it to find a customer's ID; ignore the extra message fields on this tool.
• list_estimatesList estimates (quotes) with their IDs, customer, totals and status.
• list_invoicesList invoices with their IDs, customer, totals, balance and status (draft, sent, viewed, pastdue, paid, voided).
• list_itemsList catalog items (products and services) with their IDs and prices, for use on invoices.
• list_paymentsList payments received, with amount, method, customer and the invoices they were applied to.
• list_tasksList collection tasks (to-dos such as phone calls or emails to customers), with due dates and assignees.
• record_paymentChanges dataRecord a payment received outside Invoiced (e.g. a check or bank transfer). Use the body fields `body_customer`, `body_amount`, `body_currency`, `body_method`, `body_reference` and `body_applied_to` (list of {type: invoice, invoice: ID, amount}). Does not charge the customer.
• refund_chargeChanges dataRefund a card or bank charge by `charge_id` for the given `amount`. This returns real money to the customer and cannot be undone.
• send_invoice_emailChanges dataEmail an invoice to the customer by `invoice_id`. Optional `to` (list of {name, email}), `subject` and `message`; otherwise the customer's contacts and the default template are used. Sends a real email.
• update_customerChanges dataUpdate a customer by `customer_id`. Put only the fields to change inside `body` (e.g. name, email, address, payment_terms).
• update_invoiceChanges dataUpdate an invoice by `invoice_id`, e.g. its items, due_date, notes or draft flag. Only the fields you pass change.
• update_taskChanges dataUpdate a task by `task_id`, e.g. set `complete` to true or change `body_due_date`.
• void_invoiceDeletesVoid an invoice by `invoice_id` so it is no longer owed. This cannot be undone.

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