Connect Claude & ChatGPT to Stax

27 tools for Stax

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

• create_catalog_itemChanges dataCreate a catalog item with its name in `item`, plus optional `price`, `code`, `quantity`, description and tax or service flags.
• create_customerChanges dataCreate a customer with first and last name, email, phone, company, address and internal notes. At least a name, email or company is needed; search first to avoid duplicates.
• create_invoiceChanges dataCreate an invoice for a customer with `customer_id`, `total` and optional line items, tax and memo in `meta`; leave `url` at its default Stax bill-pay page. This does not send it.
• create_payment_linkChanges dataCreate a shareable payment link with a `common_name`, the `url` where your payment page is hosted, and an optional fixed `amount` (0 lets the payer enter it).
• delete_invoiceDeletesDelete an invoice by `invoice_id`. This cannot be undone.
• get_catalog_itemGet one catalog item by `product_id`, with price and stock.
• get_current_userGet the signed-in Stax user and their merchant team (company name, contact details). Use to confirm which account you are working in.
• get_customerGet one customer by `customer_id`, including contact details, address and notes.
• get_invoiceGet one invoice by `invoice_id`, with total, status, customer and payment details.
• get_payment_linkGet one payment link by `payment_link_id`, including amount and whether it is active.
• get_transactionGet one transaction by `payment_id`, with amount, status, payment method and customer.
• list_customer_payment_methodsList a customer's saved cards and bank accounts by `customer_id` (masked details only).
• list_daily_salesGet daily sales totals between `start_date` and `end_date` (YYYY-MM-DD).
• list_depositsList bank deposits (payouts) between `start_date` and `end_date` (YYYY-MM-DD HH:mm:ss).
• list_disputesList chargeback disputes, filtered by `status`, `reason`, `transaction_id` or date range.
• list_invoice_schedulesList scheduled (recurring) invoices, optionally for one `customer_id`, sorted by next or last run date.
• refund_transactionMoves moneyRefund a settled transaction by `transaction_id` for the given `total`. Money is returned to the customer and this cannot be undone.
• search_catalog_itemsList catalog items, filtered by `name`, `code`, `price`, `is_active`, `is_service` or `is_taxable`.
• search_customersFind customers by `firstname`, `lastname`, `email`, `company`, `phone` or free-text `keywords`. Use this to find a customer's ID before other lookups.
• search_invoicesFind invoices by `keywords`, customer `name`, `email`, `company_name`, `schedule_id` or invoice `id`. Use to find unpaid or recent invoices.
• search_payment_linksList payment links, filtered by `active` or `keywords` (name, amount).
• search_transactionsList and filter transactions (payments) by `customer_id`, date range, `type` (charge, refund, void and more), `keywords`, amount or success.
• send_invoice_emailDeletesEmail an invoice to its customer by `invoice_id`, optionally copying extra addresses in `cc_emails`. The email is sent immediately.
• send_receipt_emailDeletesEmail the receipt for a transaction by `transaction_id`, optionally to extra addresses in `cc_emails`. The email is sent immediately.
• update_catalog_itemChanges dataUpdate a catalog item's name, price, code, category, stock or flags by `product_id`. Only the fields you pass change.
• update_customerChanges dataUpdate a customer's name, email, phone, company, address or notes by `customer_id`. Only the fields you pass change.
• update_payment_linkChanges dataUpdate or deactivate a payment link by `payment_link_id` (set `active` false to switch it off); `url` and `common_name` are required.

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