accounts_receivable
ChatGPTReturn outstanding non-void invoices for the connected firm, optionally as of a date or for one client. Requires both reports and invoice viewing permission.
Business & Operations
Overview
Connect ChatGPT to your AuntBird practice management account to securely access the business information you are authorized to view, including clients, engagements, time, billing, invoices, payments, expenses, and practice reporting. Access is controlled by your AuntBird account, firm, role, and permissions.
Tools
analysis_data
ChatGPTGeneric read-only data source for ad-hoc analysis, comparisons, trends, and questions that combine AuntBird data. Use this instead of inventing a new report-specific formula. The connected organization is always taken from OAuth and cannot be supplied by the caller. Each dataset enforces its own AuntBird permission.
ar_aging_report
ChatGPTAccounts receivable aging for the connected firm, grouped by client and aging bucket. Requires Reports, Billing, Invoice, and Client viewing permissions.
client_overview
ChatGPTReturns a client overview with engagements, invoice balance, and recent time totals.
employee_search
ChatGPTList employee records for the connected firm. Requires configuration management permission. Does not expose passwords, MFA secrets, or other authentication secrets.
employee_utilization_report
ChatGPTEmployee utilization and WIP metrics over a date range. Requires Reports and Time Reporting permission.
engagement_profitability_report
ChatGPTExact AuntBird Engagement Profitability report calculation: budget, actual hours, historical stored labor cost from time_entries.cost_rate, billing, collections, and gross margin by engagement. Use analysis_data for ad-hoc profitability questions, comparisons, causes, or alternative analyses. Requires Reports, Billing, Engagement, and Client viewing permissions.
expense_search
ChatGPTSearch firm and client expenses for the connected firm by date, client, billable status, status, or text.
firm_command_center
ChatGPTExecutive operational snapshot for the connected firm. Requires Reports permission; each metric is returned only when the connected user also has its underlying AuntBird permission.
firm_snapshot
ChatGPTReturns high-level firm counts and financial/work totals for a date range, limited by the connected user permissions.
invoice_detail
ChatGPTReturn one invoice and its invoice lines for the connected firm.
list_clients
ChatGPTList AuntBird clients for the connected firm. Use this when the user asks to show, list, browse, or count clients without providing a search term.
payment_detail
ChatGPTReturn one payment or credit memo and its invoice allocations. The payment must belong to the connected firm.
payment_search
ChatGPTList or search payment and credit-memo transactions for the connected firm, with optional date, client, status, and text filters.
recurring_invoice_search
ChatGPTList recurring invoice templates and schedules for the connected firm, including amount, frequency, next invoice date, and status.
revenue_by_client_report
ChatGPTRevenue by client for the connected firm over a date range. Supports accrual (invoice-date) and cash (payment-date) basis. Requires Reports plus the underlying client/billing permissions.
search_clients
ChatGPTSearch clients by name, client number, DBA, email, city, or industry.
search_engagements
ChatGPTSearch engagements and return client, billing method, status, dates, and budget information.
search_invoices
ChatGPTSearch invoices by invoice number or client and optionally filter status.
time_entry_search
ChatGPTSearch individual time entries for the connected firm. Use wip_report, not this tool, when the user asks for the AuntBird WIP/unbilled-time report or WIP totals. Users with time management/approval permission may see firm time; other users are restricted to their own linked employee record.
who_am_i
ChatGPTReturns the connected AuntBird user and firm.
wip_report
ChatGPTAuthoritative AuntBird WIP report. Mirrors the AuntBird Reports > Unbilled Time / WIP calculation: billable time, no invoice, not deleted, not billed/written off; defaults to approved status. Requires Reports and Time Reporting permission.
Example Prompts
Click any prompt to copy it.
