Get organized list of all tool categories with descriptions. Perfect starting point for LLMs to understand available functionality.

Get all tools in a specific category with their descriptions and purposes.

Sync CRM accounts to Books customers (CRM → Books direction). Creates or updates customer records in Books based on account data from CRM.

Example: Sync 50 accounts {"source_module": "accounts", "target_module": "customers", "filters": {"limit": 50}}

Sync CRM contacts to Books customers (CRM → Books direction). Creates or updates customer records in Books based on contact data from CRM.

Workflow: Typically run after CRM data updates. Follow with books_get_customers to verify sync results

Sync Books customers to CRM contacts (Books → CRM direction). Creates or updates contact records in CRM based on customer data from Books.

Create a Books invoice from a CRM deal. Automatically transfers deal information, products, and pricing to create a professional invoice.

Workflow: CRM deal → Books invoice → books_send_invoice_email → books_create_payment (when paid)

Search across CRM and Books records using flexible criteria. Use for finding specific records by name, email, phone, or other fields.

Example: Search for contacts {"module": "contacts", "criteria": "john@example.com", "fields": ["id", "Full_Name", "Email"]}

Get customer list from Books with filtering and pagination. WORKFLOW STARTER for Books financial operations.\n\nPrerequisites: Books access with customer management permissions\n\nNext Steps:\n→ Use books_get_customer for detailed customer information\n→ Use customer_id in books_create_invoice for billing\n→ Use customer_id in books_create_payment for payment processing\n\nCommon Financial Workflow: books_get_customers → books_get_customer → books_create_invoice → books_create_payment\n\nExample: Find customers by name\n{"search_text": "John", "per_page": 10}\n\nError Recovery: If no customers found, verify search filters and Books access permissions

Get detailed information for a specific customer from Books by ID. Returns complete customer profile including contact details, billing/shipping addresses, and account status.

Related tools: books_get_customers (to find IDs), books_create_invoice (to bill customer), books_create_payment (to record payments)

Create a new customer in Books

Update an existing customer in Books

Delete a customer from Books

Get all items from Books including products and services available for billing. ESSENTIAL for invoice line items.\n\nPrerequisites: Books access with inventory management permissions\n\nNext Steps:\n→ Use item_id and details for books_create_invoice line items\n→ Use books_get_item for detailed item information\n→ Use books_create_item to add new products/services\n\nInventory to Billing Workflow: books_get_items → books_create_invoice (with line items) → books_create_payment\n\nError Recovery: If no items found, verify Books inventory setup and permissions

Get a specific item from Books by ID

Create a new product or service item in Books inventory. Use for adding products to sell, services to offer, or items to include in invoices.

Example: Create service item {"name": "Consulting Services", "description": "Business consulting", "rate": 150, "unit": "hrs", "item_type": "sales"}

Update an existing item in Books

Delete an item from Books

Get all estimates from Books

Create a new estimate in Books

Convert a Books estimate to an invoice

Get all payments from Books

Create a payment in Books to apply against specific invoices. First use books_get_invoices to find invoice IDs and amounts, then create payment to apply against those invoices.

Example workflow:

1. books_get_invoices({customer_id: "123"}) // Find unpaid invoices

2. books_create_payment({customer_id: "123", amount: 1000, invoices: [{invoice_id: "inv-456", amount_applied: 1000}]})

Get invoices from Books with filtering and pagination. Use to find invoices for payments, get invoice details, or browse invoice history.

Related tools: books_create_invoice (to create), books_create_payment (to pay), books_get_customer (customer details)

Get a specific invoice from Books by ID

Create a new invoice in Books for billing customers. KEY FINANCIAL OPERATION in the Books workflow.\n\nPrerequisites:\n→ Use books_get_customers first to find target customer\n→ Use books_get_items to discover available products/services for line items\n→ Have valid customer_id from customer discovery\n\nNext Steps:\n→ Use books_create_payment to record payment against the invoice\n→ Use books_get_invoice to verify invoice creation\n→ Use invoice_id for payment tracking and reporting\n\nComplete Billing Workflow: books_get_customers → books_get_items → books_create_invoice → books_create_payment\n\nError Recovery: If creation fails, verify customer_id exists and line_items are properly formatted

Update an existing invoice in Books

Delete an invoice from Books

Send an invoice via email

Get an invoice as PDF

Get all sales orders from Books with filtering and pagination\n\nPrerequisites: Books access with sales order read permissions\nNext Steps: Use books_create_invoice to convert sales orders to invoices\nWorkflow: Sales order management → invoice conversion → payment tracking\nError Recovery: If no sales orders found, verify Books access and search filters

Get all credit notes from Books

Get a specific credit note from Books by ID

Create a new credit note in Books

Update an existing credit note in Books

Delete a credit note from Books

Convert a credit note to open status

Void a credit note

Email a credit note

Get refunds for a credit note

Create a refund for a credit note

Apply a credit note to an invoice

Export credit notes in bulk

Print credit notes in bulk

Get comments for a credit note

Add a comment to a credit note

Get all purchase orders from Books

Get a specific purchase order from Books by ID

Create a new purchase order in Books

Update an existing purchase order in Books

Delete a purchase order from Books

Mark a purchase order as open

Mark a purchase order as billed

Cancel a purchase order

Email a purchase order

Submit a purchase order for approval

Approve a purchase order

Export purchase orders in bulk

Print purchase orders in bulk

Get all bills from Books

Get a specific bill from Books by ID

Create a new bill in Books

Update an existing bill in Books

Delete a bill from Books

Mark a bill as open

Void a bill

Mark a bill as paid

Record a payment for a bill

Get payments for a bill

Export bills in bulk

Print bills in bulk

Get all tasks from CRM

Create a task in CRM linked to accounts, contacts, or deals. Tasks can have due dates, priorities, and reminders for follow-up activities.

Example: Create follow-up task {"Subject": "Follow up on proposal", "Due_Date": "2024-12-31", "Priority": "High", "What_Id": "deal-123", "Who_Id": "contact-456"}

Get calendar events from CRM with filtering and pagination. Use for viewing meetings, appointments, and scheduled activities.

Related tools: crm_create_event (to schedule), crm_create_task (for follow-ups), crm_get_notes (meeting notes)

Create a new event in CRM

Get notes for a specific CRM record

Create a new note for a CRM record

Send email for a CRM record

Get attachments for a CRM record

Analyze any CRM module with statistical breakdown by field values. Perfect for generating reports, understanding data distribution, and identifying patterns.

Workflow: First use crm_get_all_modules to discover available modules, then get_custom_module_records to explore data, finally analyze_custom_module for insights

Get records from any custom module with flexible filtering

Perform statistical analysis on any field in any module

Get all CRM modules with metadata\n\nWORKFLOW STARTER for CRM module discovery\n\nNext Steps: Use crm_get_fields for field discovery → crm_validate_criteria → crm_search_records\nPagination: Use page and per_page to limit response size and avoid token limits\nError Recovery: If response too large, use smaller per_page values (try 10-20)

Get detailed metadata for a specific module

Get fields for a module with pagination and filtering to avoid large responses

Get detailed metadata for a specific field including data type, validation rules, picklist values, and dependencies.\n\nPrerequisites:\n→ Use crm_get_fields or crm_get_module_fields first to discover available field names\n→ Have valid module_name and field_name from field discovery\n\nNext Steps:\n→ Use field details for crm_validate_criteria to ensure correct operators\n→ Use crm_get_dependent_fields to understand field relationships\n→ Use field information in crm_search_records criteria\n\nCommon Pattern: crm_get_fields → crm_get_field_details → crm_validate_criteria → crm_search_records\n\nError Recovery: If "Field not found" error, verify field_name with crm_get_fields

Get timeline history for a CRM record showing all field changes, activities, and audit trail\n\nPrerequisites: Use crm_search_records to find target record_id\nNext Steps: Use crm_analyze_activity_patterns for trend analysis → crm_get_field_changes for specific field tracking\nComplete Workflow: crm_search_records → crm_get_timeline → analysis\nError Recovery: If timeline empty, verify record_id exists and has activity history

Search records by timeline events - find records modified within date ranges\n\nPrerequisites: None - timeline-based discovery tool\nNext Steps: Use crm_get_timeline for detailed analysis → crm_get_field_changes for specific tracking\nUse Cases: Recent activity analysis, audit trails, change tracking\nError Recovery: If no results, try broader date range or different action types

Track field change history for records - detailed audit of specific field modifications\n\nPrerequisites: Use crm_search_records or crm_search_by_timeline to find target records\nNext Steps: Use crm_analyze_activity_patterns for trend analysis → Generate change reports\nBusiness Value: Compliance tracking, change audit, data quality monitoring\nError Recovery: If no changes found, verify field names and date range

Analyze activity patterns and trends in CRM data - business intelligence for user behavior\n\nPrerequisites: Use crm_search_by_timeline to identify activity periods\nNext Steps: Generate insights reports → Optimize workflows → User performance analysis\nBusiness Value: Team productivity analysis, workflow optimization, trend identification\nError Recovery: If insufficient data, try broader date range or different grouping

Get only picklist fields for a specific module - optimized for finding disposition/status fields

Search fields by name pattern - use to find specific fields like "disposition" or "status"

Semantic field search - find fields related to a concept (e.g., "disposition", "status", "reason")

Smart field discovery - finds fields based on intent with optimized response format to reduce tokens and iterations

Extract complete picklist hierarchy with dependencies in one optimized call - reduces multiple API calls to single request

Get Global Set values by name - specifically for extracting complete disposition data

Get complete disposition data including all Global Set values and dependent fields

Get all layouts for modules including page layouts, related lists, and section configurations.\n\nPrerequisites: Use crm_get_all_modules first to discover available modules\n\nNext Steps:\n→ Use crm_get_layout_details for specific layout configuration analysis\n→ Use layout information for UI customization workflows\n→ Use crm_update_layout if modifications are needed\n\nCommon Pattern: crm_get_all_modules → crm_get_layouts → crm_get_layout_details → crm_update_layout\n\nError Recovery: If no layouts found, check module permissions and layout availability

Get detailed metadata for a specific layout including sections, fields, and display rules.\n\nPrerequisites:\n→ Use crm_get_layouts first to discover available layout IDs\n→ Have valid layout_id from layout discovery\n\nNext Steps:\n→ Use layout details for UI customization analysis\n→ Use crm_update_layout to modify layout configuration\n→ Use section information for field organization workflows\n\nCommon Pattern: crm_get_layouts → crm_get_layout_details → crm_update_layout\n\nError Recovery: If "Layout not found" error, verify layout_id with crm_get_layouts

Update layout configuration

Get all profiles in the organization

Prerequisites: None - this is a discovery tool for organizational structure Next Steps: Use crm_get_user_details for users associated with specific profiles → crm_get_all_roles to understand role hierarchy → crm_update_profile for permission modifications Common Pattern: Profile discovery → User-profile analysis → Permission management workflow Error Recovery: If API fails, verify organization access permissions and try crm_get_organization_details first