Moco

Tool to create a new contract (assign staff) for a project in MOCO. Use when you need to assign a staff member to a project with specific billing parameters.

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Tool to create an additional service entry (expense) on a project. Use when you need to log project expenses like hosting costs, external services, or materials.

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Tool to create multiple project expense entries in bulk. Use when you need to add several additional services or expense items to a project at once.

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Tool to create a payment schedule entry for a project. Use when you need to add a scheduled payment milestone to an existing project.

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Tool to create a recurring additional services entry on a project in MOCO. Use when you need to set up periodic billing for services like hosting, maintenance, or support contracts.

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Tool to manually trigger the creation of an expense entry for an active recurring expense ahead of its automatic schedule. Use when you need to create the next expense entry immediately rather than waiting for the scheduled recurrence date.

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Tool to create a new task (service) for a project in MOCO. Use when you need to add a billable or non-billable task to an existing project.

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Tool to create a new purchase bookkeeping export. Use when you need to export purchases for bookkeeping or DATEV submission.

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Tool to create a new purchase payment. Use when you need to record a payment made for a purchase or create a standalone payment entry with a description.

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Tool to create multiple purchase payments in bulk. Use when you need to record multiple payments at once for efficiency.

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Tool to create a new receipt. Use when you need to record an expense receipt after gathering date, title, currency, and items.

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Tool to create a planning entry (absence/schedule). Use when you need to record absences such as holidays, sick days, or other time off. If user_id is not supplied, the entry is created for the authenticated user.

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Tool to create a new tag in MOCO. Use when you need to create a reusable label for categorizing entities like projects, deals, companies, etc.

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Tool to create a new task template in MOCO. Use when you need to define a reusable task template for projects.

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Tool to create a new unit/team in MOCO. Use when you need to provision a new organizational unit.

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Tool to create a new staff member/user in MOCO. Use when you need to add a new employee or team member to the system. Requires firstname, lastname, email, and unit_id (team assignment). Optionally set password, role permissions, language preference, contact details, and whether to send a welcome email.

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Tool to create a presence entry (work time tracking) in MOCO. Use when you need to record work hours or home office days. The presence is created for the user that the API key belongs to.

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Tool to toggle user presence (clock in/out) in MOCO. First call creates a new presence starting from current time, second call closes the previous open presence. Use when implementing a clock system or time tracking system.

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Tool to create a new work time adjustment in MOCO. Use when you need to add or subtract hours from a user's work time balance (e.g., overtime compensation, vacation corrections).

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Tool to deactivate a customer approval on an offer to prevent access and signing. Use when you need to revoke customer approval access for an offer.

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Retrieves all deal categories configured in MOCO with their IDs, names, probabilities, and timestamps. Deal categories represent stages in a sales pipeline (e.g., "Contact", "Create quote", "Negotiation") and include probability percentages (0-100) indicating the likelihood of winning at each stage. Use this action to…

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Tool to delete a deal. Use when you have identified an obsolete or unwanted deal and confirmed its deletion. Example: "Delete the deal with id 123."

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Retrieves detailed information for a specific deal/lead by its ID from MOCO. Returns complete deal data including status, monetary value, associated company/person, category, and timestamps. Use this when you need to get full details about a specific deal that you already have the ID for.

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Tool to retrieve a list of all deals (leads). Use when you need an overview of deals filtered by status, tags, date range, or associated company.

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Tool to update an existing deal. Use when you need to modify one or more fields of a deal after retrieving its details.

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Tool to delete a catalog service. Use when you need to remove a catalog service from MOCO after confirming it is no longer needed.

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Tool to delete a custom property in MOCO. Use when you need to permanently remove a custom field definition from an entity type.

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Tool to delete an expense template. Use when you need to remove an expense template from MOCO after confirming it is no longer needed.

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Tool to delete an item from a catalog service. Use when you need to remove a specific item from a catalog service by providing both the service ID and item ID.

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Tool to delete a manually created comment. Use when you need to remove a comment that was created by a user (not system-generated).

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