Define a tag, type, field or correspondent
files_defineAdd, rename or delete one of the account's own ways to file things: a tag, a document_type (Invoice, Contract, Receipt), a custom field (field_type: text, number, money, date, boolean (yes/no) or url; a money field has a default currency) or a correspondent (link it to a CRM company_id or contact_id). Matched by name, any case. Deleting takes it off every file (a field's values go with it). $0.001. Costs $0.001 per call; nothing if it fails.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"kind": "<kind>",
"name": "<name>"
},
"name": "files_define"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| kind | Yes | ||
| name | Yes | ||
| delete | No | ||
| currency | No | A money field's currency for values given without one. | |
| new_name | No | ||
| company_id | No | ||
| contact_id | No | ||
| field_type | No |