Connect Claude & ChatGPT to RO App

30 tools for RO App

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

• add_order_commentChanges dataAdd a comment to an order by `order_id`. Set `is_private` to keep it internal.
• add_order_itemChanges dataAdd a product or service (`entity_id`) to an order by `order_id` with quantity, price, cost, discount, warranty and assignee.
• create_bookingChanges dataBook an appointment: `branch_id` (location), `client_id`, `assignee_id` and the start (`scheduled_for`) and end (`scheduled_to`) date-times are required; optional comment.
• create_estimateChanges dataCreate an estimate: `branch_id` (location), `client_id` and `order_type_id` are required; optionally malfunction, due date, assignee, manager, notes and custom fields.
• create_inquiryChanges dataCreate an inquiry (lead) with `type_id` (required), client name, phone or email (or an existing `client_id`), comment, due date and urgency.
• create_orderChanges dataCreate a work order: `branch_id` (location), `client_id` and `order_type_id` are required; optionally malfunction, due date, schedule, assignee, manager, estimated price, notes and custom fields.
• create_organizationChanges dataCreate a client organization with `name` (required), email, phones, address, notes, tags, tax and registration numbers. Search first to avoid duplicates.
• create_personChanges dataCreate a client person with `first_name` (required), last name, email, phones, address, notes, tags and custom fields. Search first to avoid duplicates.
• get_company_infoGet the connected RO App company's details. Use to confirm which business you are working in.
• get_estimateGet one estimate by `quote_id`, with client, status, items and totals.
• get_invoiceGet one invoice by `invoice_id`, with items, amounts, status and due date.
• get_orderGet one order by `order_id`, with client, asset, status, malfunction, notes, dates and totals.
• get_personGet one client person by `contact_id`, with phones, email, address, tags and custom fields.
• list_bookingsList bookings (appointments), filtered by location, status, assignee, client or scheduled date. Results are paginated.
• list_employeesList employees, optionally filtered by employee group IDs. Use to find IDs for managers and assignees.
• list_estimatesFind estimates by client, status, type, location, document number or date ranges. Results are paginated.
• list_inquiriesFind inquiries (leads) by type, status, manager, location, client name or phone, or date ranges. Results are paginated.
• list_invoicesFind invoices by client, payer, status, number, payment method or date ranges (issue, due, created). Results are paginated.
• list_locationsList the company's locations. Their IDs are the `branch_id` / location ID used when creating orders, estimates and bookings.
• list_order_itemsList the products and services (line items) on an order by `order_id`.
• list_order_statusesList the order statuses with their IDs.
• list_order_typesList the order types with their IDs, needed as `order_type_id` when creating orders or estimates.
• list_ordersFind repair/work orders by client, status IDs, order type, location, document number, asset serial number (VIN, IMEI) or date ranges (created, due, scheduled, closed). Results are paginated.
• list_organizationsFind client organizations by `names`, `emails`, `phones`, `tags` or managers, or by created/modified dates.
• list_peopleFind client people by `names`, `emails`, `phones`, `tags` or managers, or by created/modified dates. Use this to find a client ID before creating orders.
• search_productsSearch the product catalog by text `q`, SKU, code, barcode or category. Use to find a product ID to add to orders.
• search_servicesSearch the service catalog by text `q`, barcode or category. Use to find a service ID to add to orders.
• set_order_statusChanges dataChange an order's status by `order_id` to `status_id` (see list_order_statuses), with an optional comment.
• update_orderChanges dataUpdate an order by `order_id`: malfunction, conclusion (`resume`), notes, dates, assignee, manager or custom fields. Only the fields you pass change.
• update_personChanges dataUpdate a client person by `contact_id` (name, email, phones, address, notes, tags, custom fields). Only the fields you pass change.

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