Tools

Each tool corresponds to one REST API endpoint and behaves exactly like it, down to validation and error codes. Follow the link on a tool for its fields. Tools whose name starts with list_ or get_ need the :read scope of their module; every other tool needs :write, which implies read. Tools that create something accept an optional idempotencyKey, which works like the Idempotency-Key header of the REST API. The catalogue is the same for every connection. Calling a tool the connection has no scope for fails with an insufficient_scope challenge rather than being hidden.

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Accounting

Scopes accounting:read and accounting:write.

• list_fiscal_years lists the fiscal years and says which are closed.
• list_accounts lists the chart of accounts.
• create_account adds an account.
• modify_account changes an account.
• delete_account deletes an account.
• list_tax_codes lists the VAT codes available for bookings.
• list_ledger_entries finds ledger entries.
• get_ledger_entry reads a single ledger entry.
• create_ledger_entry posts a ledger entry.
• delete_ledger_entry deletes a ledger entry.
• upload_receipt uploads a receipt file.
• attach_receipt attaches an uploaded receipt to a ledger entry.

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Contacts

Scopes contacts:read and contacts:write.

• list_contacts finds contacts.
• get_contact reads a single contact.
• create_contact creates a contact.
• modify_contact changes a contact.
• delete_contact deletes a contact.

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Invoices

Scopes invoices:read and invoices:write, which cover customer invoices and estimates alike.

• list_invoices finds invoices.
• get_invoice reads a single invoice.
• create_invoice creates an invoice as a draft or posts it.
• modify_invoice changes an invoice.
• delete_invoice deletes an invoice.
• get_invoice_pdf returns the invoice as a PDF.
• record_invoice_payment records a payment on an invoice.
• send_invoice sends an invoice by e-mail.
• annul_invoice annuls a posted invoice.
• undo_invoice_annulment takes an annulment back.
• list_estimates finds estimates.
• get_estimate reads a single estimate.
• create_estimate creates an estimate.
• modify_estimate changes an estimate.
• delete_estimate deletes an estimate.
• get_estimate_pdf returns the estimate as a PDF.
• send_estimate sends an estimate by e-mail.
• set_estimate_status marks an estimate as accepted or rejected.
• convert_estimate_to_invoice turns an estimate into an invoice.

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Projects

Scopes projects:read and projects:write, which cover projects and work entries.

• list_projects finds projects.
• get_project reads a single project.
• list_work_entries finds work entries.
• create_work_entry records a work entry.
• modify_work_entry changes a work entry.
• delete_work_entry deletes a work entry.