Connect Claude & ChatGPT to Rillet

28 tools for Rillet

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

• create_billChanges dataCreate a vendor bill: pass `vendor_id`, `expense_number`, `bill_date`, `due_date` and the line `items`. This records the bill; it does not pay it.
• create_customerChanges dataCreate a customer with `name`, plus optional `emails`, `address`, `payment_terms` (days) and invoicing settings. Search first to avoid duplicates.
• create_journal_entryChanges dataPost a manual journal entry: pass `name`, `date`, `currency` and the debit and credit line `items`. Optionally set a `reversal_date` to reverse it automatically.
• create_vendorChanges dataCreate a vendor with `name`, plus optional `email`, `tax_id`, `address`, `payment_terms` and default expense `account_code`. Check list_vendors first to avoid duplicates.
• get_balance_sheetGet the balance sheet as of a date: pass `as_of_date` (YYYY-MM-DD), optionally `subsidiary_id` or `breakdown_by`.
• get_billGet one vendor bill by its ID (`invoice_id`), with line items and payment status.
• get_contractGet one customer contract by its ID (`invoice_id`), with its items and schedule.
• get_credit_memoGet one credit memo by `credit_note_id`.
• get_customerGet one customer by `customer_id`, including emails, address, payment terms and invoicing settings.
• get_income_statementGet the income statement (profit and loss) for a period: pass `from_date` and `to_date` (YYYY-MM-DD), optionally `subsidiary_id` or `breakdown_by`.
• get_invoiceGet one invoice by `invoice_id`, with line items, amounts, due date and payment status.
• get_journal_entryGet one journal entry by `journal_entry_id`, with its debit and credit lines.
• get_organizationGet the Rillet organization this connection belongs to. Use to confirm which company you are working in.
• get_vendorGet one vendor by `supplier_id`.
• list_accountsList the chart of accounts. Use to find account codes for payments, bills and journal entries.
• list_bank_transactionsList bank transactions, filtered by `bank_account_id` or date range (`date_gte`, `date_lte`).
• list_billsList vendor bills, filtered by `vendor_id`, payment `status` or `subsidiary_id`.
• list_contractsList customer contracts, filtered by `customer_id`, `status`, `subsidiary_id` or start and end dates.
• list_credit_memosList credit memos, optionally filtered by `subsidiary_id` or `updated_gt`.
• list_customersList customers, optionally filtered by name with `search` or by `updated_gt`. Use this to find a customer ID before other lookups.
• list_invoice_paymentsList payments recorded against invoices, optionally only those updated after `updated_gt`.
• list_invoicesList invoices, filtered by `customer_id`, payment `status`, `overdue` or `subsidiary_id`. Use to find unpaid or overdue invoices.
• list_journal_entriesList journal entries, filtered by posting date (`date_gte`, `date_lte`), `account_ids`, `book_id` or `subsidiary_id`.
• list_productsList products, optionally filtered by `status` or `currency`.
• list_subsidiariesList the subsidiaries in the organization. Use their IDs to filter invoices, bills, journal entries and reports.
• list_vendorsList vendors (suppliers), optionally only those updated after `updated_gt`. Use to find a vendor ID before creating a bill.
• record_invoice_paymentChanges dataRecord a payment received on an invoice: pass `invoice_id`, `date`, `amount` and the `account_code` of the bank or cash account from the chart of accounts. This only records the payment in the books; no money is moved.
• update_customerChanges dataUpdate a customer by `customer_id`. `name` is required on every update; pass the other fields you want to set, such as `emails`, `address` or `payment_terms`.

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