Connect Claude & ChatGPT to vcita

27 tools for vcita

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

• add_matter_noteChanges dataAdd a note (`note` {content}) to a matter by `matter_uid`.
• book_appointmentChanges dataBook an appointment for a client (`client_id`) with a staff member (`staff_id`) for a service (`service_id`) at `start_time` (ISO 8601), in your `business_id`. The client may be notified of the booking.
• cancel_bookingDeletesCancel a booking (appointment or event registration) by `booking_id` in `business_id`. The client is notified and this cannot be undone.
• create_clientChanges dataAdd a new client with `first_name` and optional last name, email, phone, address, `status` (lead, customer, loyal, inactive) and tags.
• create_invoiceChanges dataCreate an invoice for a client (`client_id`) with `items` (title, amount, quantity), `currency`, `address`, `issued_at` and `due_date`. Set `send_email` to email it to the client.
• get_appointmentGet one appointment by `appointment_id`: client, service, staff, time and status.
• get_clientGet one client by `customer_id` (the client ID), with contact details, status, tags and source.
• get_invoiceGet one invoice by `invoice_id`, with items, totals, status and payments.
• get_matterGet one matter by `uid`, with its client, fields and status.
• get_services_availabilityGet open time slots between `start_date` and `end_date`, optionally for specific `service_ids` or `staff_ids_array`.
• get_staff_availabilityGet when staff members (`staff_ids_array`) are free between `start_date` and `end_date`.
• list_appointmentsList appointments, filtered by `client_id` or `state` (scheduled, done, cancelled, rejected...), sorted with `sort` (e.g. start_at:ASC). Use `page` and `limit` to page.
• list_client_estimatesList the estimates for one client by `client_id`.
• list_client_invoicesList the invoices for one client by `client_id`.
• list_client_mattersList the matters that belong to a client by `client_uid`.
• list_client_paymentsList the payments made by one client by `client_id`.
• list_estimatesList estimates (quotes), filtered by `filter` on state (issued, approved, draft, invoiced, rejected) or dates.
• list_invoicesList invoices, filtered by `filter` on state (issued, draft, declined) or dates, sorted with `sort`. Use `page` and `limit` to page.
• list_matter_notesList the notes on a matter by `matter_uid`.
• list_paymentsList payments, filtered by `filter` on state (paid, pending, failed, refunded...) or created date.
• list_servicesList the services clients can book, for your vcita `business_id`.
• record_paymentChanges dataRecord a payment from a client (`client_id`) with `title`, `amount`, `currency` and `payment_method` (Cash, Bank Transfer, Cheque, Other...). This records money received; it does not charge the client. `send_receipt` emails them a receipt.
• refund_paymentChanges dataRefund a payment: in `refund` pass `payment_uid` and optional `amount` (defaults to the remaining amount). This returns money to the client and cannot be undone; set `record_refund` true only to log a refund already made elsewhere.
• reschedule_bookingChanges dataChange a booking by `booking_id` (pass the same ID as `body_booking_id`) in `business_id`: new `start_time`, duration, title, price or message. `notify_client` emails the client about the change.
• search_clientsFind clients by `search_term` matched on the field in `search_by` (email, phone or uid), or list recently updated clients with `updated_at`. Use `page` and `limit` to page.
• search_mattersSearch matters (client work items/conversations) with `filter`, e.g. filter[advanced][startwith]=john to match name, email or phone.
• update_clientChanges dataUpdate a client by `customer_id`: name, email, phone, address, status, tags or custom fields. Only the fields you pass change.

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