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.

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) - Search for activities by description, tag, or external reference - Sort results by any field (date, hours, etc.) Returns paginated results with detailed information about each activity including the associated project, task, customer, and user.

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

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

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.

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.

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

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_code

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

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

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.

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.

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.

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 tracking data - Log multiple activities for the same or different projects/tasks at once More efficient than calling activity create endpoint multiple times. All activities must have valid date, project_id, and task_id. Returns all created activities with their generated IDs.

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.

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.

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.

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.

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

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 pipeline.

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

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.

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.

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

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

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

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.

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

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

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.

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.

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.

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.

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

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.

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.

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.

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

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.

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

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

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.

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.

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

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

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.

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.

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.

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).

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.

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: - Get available category IDs for creating or updating deals - Understand the sales pipeline stages configured in the system - View probability percentages associated with each stage No parameters required - returns all categories in the system.

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."

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.

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.

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

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

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

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

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.

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