Connect Claude & ChatGPT to Urable

28 tools for Urable

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

• create_appointmentChanges dataCreate a calendar event with `name`, `start` and `end` (Unix ms). Optional type, customer, assigned users and notes.
• create_customerChanges dataCreate a customer with `first_name` (required), last name, emails, phone numbers, locations and notes. Search by email first to avoid duplicates.
• create_itemChanges dataAdd an item (vehicle or property) to a customer with `name` and `customer_id`, plus optional VINs, license plates, location and notes.
• create_jobChanges dataCreate a job for a customer: needs `customer_id`, `item_ids` (the vehicles/properties), `industry` and `line_items` (each with a productServiceId). Optional start/end (Unix ms), status, assigned users and notes.
• create_orderChanges dataCreate a product order for `customer_id` with `line_items` (each with a productServiceId and quantity). Optional type (in-person, pickup, ship, email), status and notes.
• delete_appointmentDeletesPermanently delete a calendar event by `event_id`. This cannot be undone.
• get_appointmentGet one calendar event by `event_id`.
• get_customerGet one customer by `customer_id`, including contact details, locations and notes.
• get_itemGet one customer item (vehicle or property) by `product_id`.
• get_jobGet one job by `project_id`, including its items, line items, schedule and status.
• get_orderGet one order by `order_id`, with its line items and totals.
• get_paymentGet one payment by `payment_id`.
• get_proposalGet one proposal by `proposal_id`.
• list_appointmentsList calendar events (meetings, consultations, reminders, time off), optionally filtered by `customer_id`, `user_id` or `type`.
• list_itemsList customer items (the vehicles or properties you work on), optionally filtered by `customer_id` or `vin`.
• list_jobsList jobs, optionally filtered by `customer_id` or `status` (quote, scheduled, in progress, completed, archived, canceled) and sorted by `order_by`.
• list_ordersList product orders, optionally filtered by `customer_id` or `status` (placed, paid, fulfilled).
• list_paymentsList recorded payments, optionally filtered by `customer_id`, `job_id`, `order_id` or `status`.
• list_proposalsList proposals (quotes sent to customers), optionally filtered by `customer_id` or `status`.
• list_servicesList your catalog of products and services (with prices), optionally filtered by `type`, `industry` or `category_ref`. Use it to find productServiceId values for line items.
• list_team_membersList the team members (users) in your Urable account, e.g. to find user IDs for assigning jobs and events.
• record_paymentChanges dataRecord a payment collected from a customer: `customer_id`, `total` in cents, plus the job_ids or order_ids it applies to and the payment method. This does not charge a card, but it normally sends the customer a receipt email/SMS and syncs to QuickBooks.
• search_customersList customers, or find one by exact `email`. Use this to get a customer ID before creating jobs, orders or payments.
• update_appointmentChanges dataUpdate a calendar event by `event_id`, e.g. move its start/end (Unix ms) or change notes. Only the fields you pass change.
• update_customerChanges dataUpdate a customer's name, emails, phone numbers, locations, status or notes by `customer_id`. Only the fields you pass change.
• update_itemChanges dataUpdate a customer item (vehicle or property) by `product_id`. Only the fields you pass change.
• update_jobChanges dataUpdate a job by `project_id`, e.g. change its status, schedule (Unix ms), assigned users, line items or notes. Only the fields you pass change.
• update_orderChanges dataUpdate an order by `order_id`, e.g. its status, line items or notes. Only the fields you pass change.

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