Moco

Tool to activate customer approval on an offer to generate the offer_document_url. Use when you need to create a shareable PDF link for customer approval.

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Retrieves a list of activities (time entries) from MOCO. Activities are time tracking records that log hours worked on projects and tasks. Use this tool to: - Get all time entries within a date range - Find activities by user, project, task, or company - Filter by billing status (billable/non-billable, billed/unbilled…

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Tool to retrieve a single activity by ID. Use when you need to fetch details for a specific activity after confirming the activity ID.

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Tool to update an existing activity. Use when you need to adjust details of a recorded time entry after confirming the activity exists.

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Tool to assign an offer to a project, company, or deal. Use when you need to link an existing offer with a project (creating project from offer), associate it with a company, or link it to a deal.

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Tool to assign a purchase item to a project by creating or linking to an expense. Use when you need to associate a purchase line item with a specific project for billing and budget tracking.

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Tool to retrieve a list of comments. Use after confirming the resource type and ID.

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Creates a new company in MOCO (customer, supplier, or organization). Required fields: - name: Company name - type: Must be 'customer', 'supplier', or 'organization' - currency: Required only for 'customer' type (e.g., 'USD', 'EUR', 'CHF') Common optional fields: website, email, phone, address, tags, user_id, country_c…

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Tool to delete a company. Use when you need to remove a company from MOCO after confirming no active dependencies.

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Tool to retrieve a list of contacts. Use when you need to list contacts optionally filtered by tags, term, or phone after confirming criteria.

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Tool to create a catalog service including its items. Use when you need to create a catalog service with pricing items. Note: Items cannot be updated through this endpoint - use separate item-specific endpoints for modifications.

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Tool to create a new item within a catalog service in MOCO. Use when you need to add items like consulting services, products, or other billable items to a service catalog.

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Tool to create a new custom property in MOCO. Use when you need to define a new custom field for entities like Deals, Projects, or Customers. Custom properties can be of various types (String, Textarea, Link, Boolean, Select, MultiSelect, Date) and can be configured to appear on documents or trigger notifications.

Untrusted display-only summary

Tool to bulk create multiple activities (time entries) at once in MOCO. Activities are time tracking records that log hours worked on projects and tasks. Use this tool to: - Create multiple time entries in a single API call for efficiency - Import time logs from external systems in bulk - Backfill historical time trac…

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Tool to create a new activity (time tracking entry) in MOCO. Use when you need to record time spent on a project task. Activities are created for the user that the API key belongs to.

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Tool to create a new comment on a MOCO resource. Use when you need to add a comment to a project, deal, contact, or other supported entity.

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Tool to create multiple comments in bulk for MOCO objects. Use when you need to add the same comment to multiple objects of the same type efficiently.

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Tool to create a new contact person in MOCO. Use when you need to add a new contact with their personal and professional information. Requires lastname and gender; optionally accepts contact details, company association, and tags.

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Tool to create a new deal in MOCO. Use when you need to add a deal with specified parameters.

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Creates a new deal category in MOCO with a name and probability percentage. Deal categories represent stages in a sales pipeline (e.g., "Contact", "Negotiation", "Closed Won") and include probability percentages (0-100) indicating the likelihood of winning at each stage. Use this action to add new stages to your sales…

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Create a new employment (weekly work model) for a user in MOCO. Define work hours distribution across weekdays using 'am' and 'pm' arrays.

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Tool to create a new expense template in MOCO. Use when you need to set up reusable expense items with predefined pricing and cost information.

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Create a new holiday entry for a user in MOCO. Use this to allocate annual leave days, vacation allowances, or other holiday entitlements for specific users and years.

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Tool to add a PDF attachment to an existing invoice. Use when you need to attach supporting documents or files to an invoice record.

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Tool to create a new invoice bookkeeping export. Use when you need to export invoice data for accounting purposes.

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Tool to create a new invoice payment. Use when recording a payment received for an invoice.

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Tool to create a new invoice reminder for an existing invoice. Use when you need to send a payment reminder to a customer for an overdue invoice.

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Tool to create multiple invoice payments in bulk. Use when you need to record multiple payments at once across different invoices.

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Tool to create a new offer/proposal. Use after gathering complete offer data (company, dates, items, etc.).

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Tool to upload an attachment to an offer. Use when you need to attach a document to an existing offer after obtaining the offer ID and file content.

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