Connect Claude & ChatGPT to Wherefour

25 tools for Wherefour

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

• create_customerChanges dataCreate a customer with `display_name`, plus optional name, email, phone, billing and shipping addresses and salesperson.
• create_invoiceChanges dataCreate an invoice for a customer (`customer_id`) with line items, tax, discount and payment terms.
• create_quoteChanges dataCreate a quote for a customer (`customer_id`) with line items, quote date, expiration date and pricing.
• create_sales_orderChanges dataCreate a sales order for a customer (`customer_id`) with line items (`order_items_attributes`: inventory ID or SKU and count), plus optional dates, PO number and delivery method.
• find_invoiceFind invoices by `invoice_number`.
• find_sales_orderFind sales orders by their `order_number`.
• get_customerGet one customer by `customer_id`, including contact details and addresses.
• get_invoiceGet one invoice by `invoice_id`, with lines and totals.
• get_quoteGet one quote by `quote_id`.
• get_sales_orderGet one sales order by `order_id`, with its line items and status.
• get_supplierGet one supplier by `supplier_id`.
• list_customer_ordersList one customer's sales orders by `customer_id`.
• list_customersList customers, optionally only those changed since `updated_at`, with `page`. Use it to find a customer's ID.
• list_inventory_itemsList inventory items (products and materials), optionally only those changed since `updated_at`, with `page`.
• list_invoicesList invoices, optionally only those changed since `updated_at`, with `page`.
• list_order_shipmentsList the shipments of a sales order by `customer_id` and `order_id`.
• list_order_statusesList the sales order statuses with their IDs, for `order_status_id` on orders.
• list_purchase_ordersList purchase orders to suppliers, optionally only those changed since `updated_at`.
• list_quotesList quotes, optionally only those changed since `updated_at`, with `page`.
• list_sales_ordersList sales orders, filterable by `status`, an order/produce/deliver/ship date range (`search_start_date`, `search_end_date`) or `updated_at`.
• list_stock_lotsList the stock lots on hand for an inventory item by `inventory_id`, optionally by location.
• list_suppliersList suppliers (vendors), optionally only those changed since `updated_at`.
• ship_sales_orderChanges dataShip a whole sales order in one step (auto-ship) by `customer_id`, `order_id` and `delivery_method`, with optional ship date, tracking number and location.
• update_customerChanges dataUpdate a customer by `customer_id`. Only the fields you pass change.
• update_sales_orderChanges dataUpdate a sales order by `customer_id` and `order_id`, e.g. its status, dates, notes or line items.

Questions