Altoviz

Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable invoices.

67 actions Integration catalog
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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Create ContactALTOVIZ_CREATE_CONTACT
Creates a new contact in the Altoviz system. Use when you need to add a new contact with details like name, email, phone, and company information.
Create CustomerALTOVIZ_CREATE_CUSTOMER
Creates a new customer in Altoviz. Use type='Company' for business customers (requires companyName) or type='Individual' for personal customers (typically uses firstName/lastName).
Create Customer FamilyALTOVIZ_CREATE_CUSTOMER_FAMILY
Creates a new customer family in Altoviz for categorizing and organizing customers into groups. Use when you need to create customer segments or categories for better organization.
Create ProductALTOVIZ_CREATE_PRODUCT
Creates a new product in the Altoviz system. This tool allows for the independent creation of a product with all necessary details.
Create Product FamilyALTOVIZ_CREATE_PRODUCT_FAMILY
Tool to create a new product family in Altoviz. Use when you need to organize products into categories or families for better inventory management.
Create ReceiptALTOVIZ_CREATE_RECEIPT
Creates a new receipt in the Altoviz system to record customer payments. Use when you need to document received payments and optionally link them to invoices or other documents.
Create Sale CreditALTOVIZ_CREATE_SALE_CREDIT
Creates a new draft credit note (avoir) in Altoviz. Credit notes are used to cancel or refund invoices. The credit note is created in draft status and can be modified before being finalized.
Create Sale InvoiceALTOVIZ_CREATE_SALE_INVOICE
Creates a new draft sale invoice in Altoviz. The invoice is created in draft status and can be modified before being finalized. Use when you need to generate an invoice for a customer with line items.
Delete ColleagueALTOVIZ_DELETE_COLLEAGUE
Tool to delete a colleague from Altoviz. Use when you need to permanently remove a colleague from the system.
Delete CustomerALTOVIZ_DELETE_CUSTOMER
Tool to delete a customer from Altoviz. Use when you need to permanently remove a customer record from the system. Use ALTOVIZ_FIND_CUSTOMER first to look up customer IDs by email address if needed.
Delete Customer FamilyALTOVIZ_DELETE_CUSTOMER_FAMILY
Tool to delete a customer family from Altoviz. Use when you need to permanently remove a customer family from the system.
Delete ProductALTOVIZ_DELETE_PRODUCT
This tool allows you to delete an existing product from Altoviz. The action permanently removes the product from the system.
Delete Product FamilyALTOVIZ_DELETE_PRODUCT_FAMILY
Tool to delete a product family from Altoviz. Use when you need to permanently remove a product family from the system.
Delete ReceiptALTOVIZ_DELETE_RECEIPT
Tool to delete a receipt from Altoviz. Use when you need to permanently remove a receipt from the system.
Delete Draft Sale CreditALTOVIZ_DELETE_SALE_CREDIT
Tool to delete a draft credit from Altoviz. Use when you need to permanently remove a draft credit. Only draft credits can be deleted; finalized credits cannot be removed.
Delete Sale InvoiceALTOVIZ_DELETE_SALE_INVOICE
Tool to delete a draft sale invoice from Altoviz. Use when you need to permanently remove a draft invoice from the system. Only draft invoices can be deleted; finalized invoices cannot be deleted.
Delete Sale QuoteALTOVIZ_DELETE_SALE_QUOTE
Tool to delete a sale quote from Altoviz. Use when you need to permanently remove a quote from the system.
Delete SupplierALTOVIZ_DELETE_SUPPLIER
Tool to delete a supplier from Altoviz. Use when you need to permanently remove a supplier record from the system.
Download Purchase InvoiceALTOVIZ_DOWNLOAD_PURCHASE_INVOICE
Tool to download a purchase invoice as a PDF file from Altoviz. Use when you need to retrieve the PDF document of a specific purchase invoice.
Download Sale Credit PDFALTOVIZ_DOWNLOAD_SALE_CREDIT
Tool to download a sale credit as a PDF file from Altoviz. Use when you need to retrieve the PDF version of a specific sale credit document.
Download Sale Invoice PDFALTOVIZ_DOWNLOAD_SALE_INVOICE
Tool to download a sale invoice as a PDF file from Altoviz. Use when you need to retrieve the PDF document of a specific sale invoice.
Find Contact by EmailALTOVIZ_FIND_CONTACT
This tool allows searching for contacts in Altoviz using an email address. The action is independently executable and returns contact details if found.
Find Customer by EmailALTOVIZ_FIND_CUSTOMER
This tool allows you to find a customer in Altoviz by their email address. This is a standalone action that doesn't require any resource IDs or dependencies on other tools.
Find Product by NumberALTOVIZ_FIND_PRODUCT
Search for a product in Altoviz by its product number/SKU. Returns the first matching product with complete details including name, description, pricing, VAT, unit of measurement, and more. Returns null if no product matches. Use cases: - Look up a specific product by its SKU before creating an invoice - Verify a product exists before referencing it in orders - Retrieve product pricing and tax information
Find Product by Number or Internal IDALTOVIZ_FIND_PRODUCT_BY_NUMBER_OR_ID
Tool to find a product in Altoviz by exact product number or internal ID. Use when you need to look up a product by either its product number/SKU or your internal system ID. At least one of the parameters must be provided.
Find Receipt by Internal IDALTOVIZ_FIND_RECEIPT
Tool to find receipts in Altoviz by customer internal ID. Returns a list of receipts associated with the specified internal ID. If no internal ID is provided, may return all receipts. Use when you need to search for receipts by customer identifier.
Find Sale CreditsALTOVIZ_FIND_SALE_CREDIT
Tool to find sale credits in Altoviz. Use when you need to search for or retrieve credit notes. Can filter by internal ID or return all credits if no filter is provided.
Find Sale InvoicesALTOVIZ_FIND_SALE_INVOICE
Tool to find sale invoices in Altoviz. Use when you need to search for or retrieve invoices. Can filter by internal ID or return all invoices if no filter is provided.
Find Sale QuotesALTOVIZ_FIND_SALE_QUOTE
Tool to find sale quotes in Altoviz. Use when you need to search for or retrieve quotations. Can filter by internal ID or return all quotes if no filter is provided.
Get Classifications ListALTOVIZ_GET_CLASSIFICATIONS
This tool retrieves a list of classifications from the Altoviz platform. Classifications are essential for producing accounting registers from user-created invoices. It can fetch all classifications or filter them by type.
Get Colleague by IDALTOVIZ_GET_COLLEAGUE
Tool to retrieve a colleague's details from Altoviz by their ID. Use this when you need to fetch information about a specific colleague including their contact information, partner status, and metadata.
Get Contact by IDALTOVIZ_GET_CONTACT
Tool to retrieve a contact by its unique ID from Altoviz. Use when you need to fetch detailed information about a specific contact.
Get Current UserALTOVIZ_GET_CURRENT_USER
Tool to retrieve the current authenticated user's information from Altoviz. Use when you need to get details about the currently authenticated user.
Get Customer by IDALTOVIZ_GET_CUSTOMER
Tool to retrieve a customer by their ID from Altoviz. Use when you need detailed information about a specific customer.
Get Customer by Internal IDALTOVIZ_GET_CUSTOMER_BY_INTERNAL_ID
Tool to retrieve a single customer from Altoviz by their internal ID. Use when you need to fetch detailed information about a specific customer using their internal identifier.
Get Customer ContactsALTOVIZ_GET_CUSTOMER_CONTACTS
Tool to retrieve all contacts associated with a specific customer in Altoviz. Use when you need to get contact information for a customer using their customer ID.
Get Customer FamilyALTOVIZ_GET_CUSTOMER_FAMILY
Tool to retrieve a customer family by ID from Altoviz. Use when you need to fetch details of a specific customer family.
Get Product by IDALTOVIZ_GET_PRODUCT
Tool to retrieve a product by its unique ID in Altoviz. Use when you need complete details about a specific product including pricing, VAT, units, and inventory information.
Get Product Family by IDALTOVIZ_GET_PRODUCT_FAMILY
Tool to retrieve a specific product family by its ID from Altoviz. Use when you need to fetch details about a product category or family grouping.
Get Receipt by IDALTOVIZ_GET_RECEIPT
Tool to retrieve a receipt by its ID from Altoviz. Use when you need to fetch details of a specific receipt including amount, payment method, status, and customer information.
Get Sale Credit by IDALTOVIZ_GET_SALE_CREDIT
Tool to retrieve a sale credit by its ID from Altoviz. Use when you need to get detailed information about a specific credit.
Get Sale Invoice by IDALTOVIZ_GET_SALE_INVOICE
Tool to retrieve a sale invoice by its ID from Altoviz. Use when you need to get detailed information about a specific invoice.
Get SettingsALTOVIZ_GET_SETTINGS
Tool to retrieve application settings from Altoviz. Use when you need to access configuration for accounting, company information, emailing, sales, social media, or VAT settings.
Get Supplier by IDALTOVIZ_GET_SUPPLIER
Tool to retrieve a supplier by their ID from Altoviz. Use when you need detailed information about a specific supplier.
Get Supplier ContactsALTOVIZ_GET_SUPPLIER_CONTACTS
Tool to retrieve all contacts associated with a specific supplier in Altoviz. Use when you need to get contact information for a supplier using their supplier ID.
Get Units ListALTOVIZ_GET_UNITS
This tool retrieves a list of all available units in the Altoviz system. Units are used for product measurements and quantity specifications in various transactions.
Get VAT RatesALTOVIZ_GET_VATS
This tool retrieves a list of all available VAT rates from Altoviz. It's essential for creating and managing invoices and quotes where VAT calculations are required. It supports retrieving VAT rates, validating them for different regions, and ensuring correct tax calculations in financial documents.
List ColleaguesALTOVIZ_LIST_COLLEAGUES
Retrieves a list of colleagues from Altoviz. Supports pagination, sorting, and full-text search. Use this to discover available colleagues, search for specific team members, or list all colleagues in the system.
List ContactsALTOVIZ_LIST_CONTACTS
Tool to retrieve a list of contacts from Altoviz with optional filtering and pagination. Use when you need to browse or search through available contacts.
List Customer FamiliesALTOVIZ_LIST_CUSTOMER_FAMILIES
Tool to list customer families from Altoviz. Use when you need to retrieve or search through customer family groups. Supports pagination and full-text search to filter results.
List CustomersALTOVIZ_LIST_CUSTOMERS
Tool to retrieve a paginated list of customers from Altoviz. Use when you need to browse all customers, search for customers by name/email/company, or fetch multiple customers at once. Supports pagination, sorting, and full-text search across customer fields.
List Product FamiliesALTOVIZ_LIST_PRODUCT_FAMILIES
Tool to retrieve a list of product families from Altoviz. Use when you need to browse available product families, search for specific families, or get family information for product categorization.
List ReceiptsALTOVIZ_LIST_RECEIPTS
Tool to retrieve a list of receipts from Altoviz. Use this when you need to view, search, or filter receipts by pagination, ordering, or full-text search.
List Sale CreditsALTOVIZ_LIST_SALE_CREDITS
Tool to retrieve a list of sale credits from Altoviz. Use when you need to view credit notes issued to customers, filter by date range, or find credits for a specific customer. Supports pagination and sorting for efficient data retrieval.
List Sale InvoicesALTOVIZ_LIST_SALE_INVOICES
Tool to retrieve a list of sale invoices from Altoviz. Use when you need to view invoices issued to customers, filter by date range, status, or find invoices for a specific customer. Supports pagination, sorting, and status filtering for efficient data retrieval.
List Sale QuotesALTOVIZ_LIST_SALE_QUOTES
Tool to retrieve a list of sale quotes from Altoviz. Use when you need to view quotes issued to customers, filter by date range, or find quotes for a specific customer. Supports pagination and sorting for efficient data retrieval.
List SuppliersALTOVIZ_LIST_SUPPLIERS
Tool to retrieve a paginated list of suppliers from Altoviz. Use when you need to browse all suppliers, search for suppliers by name/email/company, or fetch multiple suppliers at once. Supports pagination, sorting, and full-text search across supplier fields.
List WebhooksALTOVIZ_LIST_WEBHOOKS
Tool to retrieve all configured webhooks from Altoviz. Use when you need to view all webhook configurations, including their URLs, event types, and authentication details.
Register WebhookALTOVIZ_REGISTER_WEBHOOK
Tool to register a new webhook in Altoviz. Use when you need to receive real-time notifications for events like customer creation, invoice updates, or product changes.
Test API KeyALTOVIZ_TEST_API_KEY
Tool to test API key validity and retrieve basic account information. Use this action to verify that the API key is working correctly and to get basic information about the authenticated account.
Showing the first 60 of 67 actions.