add-account-task-structured-interaction
ChatGPTAdd a structured user interaction to an account task. Use this for typed responses that follow a specific schema (e.g., approval responses, contact selections).
add-account-task-structured-interaction
ChatGPTAdd a structured user interaction to an account task. Use this for typed responses that follow a specific schema (e.g., approval responses, contact selections).
add-account-task-text-interaction
ChatGPTAdd a text-based user interaction to an account task. Use this to provide a simple text response to a task.
add-account-task-text-interaction
ChatGPTAdd a text-based user interaction to an account task. Use this to provide a simple text response to a task.
apply-credit-allocation
ChatGPTApply a credit amount from a credit note to an invoice, reducing the outstanding balance. This creates a link between the credit note and invoice.
apply-credit-allocation
ChatGPTApply a credit amount from a credit note to an invoice, reducing the outstanding balance. This creates a link between the credit note and invoice.
cancel-account-task
ChatGPTCancel an account task. This marks the task as canceled and it will no longer require user input.
cancel-account-task
ChatGPTCancel an account task. This marks the task as canceled and it will no longer require user input.
cancel-organization-invitation
ChatGPTCancel a pending invitation to an organization. This removes the invitation before the user accepts it.
cancel-organization-invitation
ChatGPTCancel a pending invitation to an organization. This removes the invitation before the user accepts it.
create-account
ChatGPTCreate a new customer account for an organization. Requires full account details including billing address and currency.
create-account
ChatGPTCreate a new customer account for an organization. Requires full account details including billing address and currency.
create-contact
ChatGPTAdd a new contact to a customer account. Contacts are external people who can receive dunning emails.
create-contact
ChatGPTAdd a new contact to a customer account. Contacts are external people who can receive dunning emails.
create-credit-note
ChatGPTCreate a new credit note with an attached document. The file should be provided as base64-encoded content. Supported formats: PDF, PNG, JPEG, WebP. Max size: 10MB.
create-credit-note
ChatGPTCreate a new credit note with an attached document. The file should be provided as base64-encoded content. Supported formats: PDF, PNG, JPEG, WebP. Max size: 10MB.
create-invoice
ChatGPTCreate a new invoice with an attached document file. The file must be provided as base64-encoded data. Supported formats: PDF, PNG, JPEG, WebP. Max size: 10MB.
create-invoice
ChatGPTCreate a new invoice with an attached document file. The file must be provided as base64-encoded data. Supported formats: PDF, PNG, JPEG, WebP. Max size: 10MB.
create-organization-invitation
ChatGPTInvite a user to an organization by email address. The user will receive an invitation email to join the organization.
create-organization-invitation
ChatGPTInvite a user to an organization by email address. The user will receive an invitation email to join the organization.
delete-account
ChatGPTPermanently delete a customer account and all associated data. This action cannot be undone. Accounts linked to external sources may have restrictions.
delete-account
ChatGPTPermanently delete a customer account and all associated data. This action cannot be undone. Accounts linked to external sources may have restrictions.
delete-contact
ChatGPTRemove a contact from a customer account.
delete-contact
ChatGPTRemove a contact from a customer account.
delete-credit-note
ChatGPTPermanently delete a credit note.
delete-credit-note
ChatGPTPermanently delete a credit note.
delete-invoice
ChatGPTPermanently delete an invoice. This action cannot be undone. The invoice must not be linked to a managed account source.
delete-invoice
ChatGPTPermanently delete an invoice. This action cannot be undone. The invoice must not be linked to a managed account source.
get-account
ChatGPTRetrieve detailed information about a specific customer account including contacts and source information. For user-facing responses, prefer account name/summary fields and use IDs only for follow-up tool calls.
get-account
ChatGPTRetrieve detailed information about a specific customer account including contacts and source information. For user-facing responses, prefer account name/summary fields and use IDs only for follow-up tool calls.
get-account-task
ChatGPTGet detailed information about a specific account task including its type, status, and required input.
get-account-task
ChatGPTGet detailed information about a specific account task including its type, status, and required input.
get-contact
ChatGPTRetrieve detailed information about a specific contact.
get-contact
ChatGPTRetrieve detailed information about a specific contact.
get-credit-note
ChatGPTGet detailed information about a specific credit note by ID, or by organization/account ID and credit note number. For user-facing responses, prefer credit note number/summary fields and use IDs only for follow-up tool calls.
get-credit-note
ChatGPTGet detailed information about a specific credit note by ID, or by organization/account ID and credit note number. For user-facing responses, prefer credit note number/summary fields and use IDs only for follow-up tool calls.
get-customer-balance
ChatGPTGet detailed information about a specific customer outstanding balance, including associated invoices and credit notes.
get-customer-balance
ChatGPTGet detailed information about a specific customer outstanding balance, including associated invoices and credit notes.
get-incoming-communication
ChatGPTGet detailed information about a specific incoming email communication, including the email content.
get-incoming-communication
ChatGPTGet detailed information about a specific incoming email communication, including the email content.
get-incoming-email
ChatGPTGet detailed information about a specific incoming email, including the simplified body content (text or HTML converted to markdown).
get-incoming-email
ChatGPTGet detailed information about a specific incoming email, including the simplified body content (text or HTML converted to markdown).
get-invoice
ChatGPTRetrieve detailed information about a specific invoice by its ID, or by organization/account ID and invoice number. For user-facing responses, prefer invoice number/summary fields and use IDs only for follow-up tool calls.
get-invoice
ChatGPTRetrieve detailed information about a specific invoice by its ID, or by organization/account ID and invoice number. For user-facing responses, prefer invoice number/summary fields and use IDs only for follow-up tool calls.
get-organization
ChatGPTGet detailed information about a specific organization by its ID. For user-facing responses, prefer organization name/summary fields and use IDs only for follow-up tool calls.
get-organization
ChatGPTGet detailed information about a specific organization by its ID. For user-facing responses, prefer organization name/summary fields and use IDs only for follow-up tool calls.
get-outgoing-communication
ChatGPTGet detailed information about a specific outgoing email communication, including the email content.
get-outgoing-communication
ChatGPTGet detailed information about a specific outgoing email communication, including the email content.
get-outgoing-email
ChatGPTGet detailed information about a specific outgoing email, including the simplified body content (text or HTML converted to markdown).
get-outgoing-email
ChatGPTGet detailed information about a specific outgoing email, including the simplified body content (text or HTML converted to markdown).
link-account-source
ChatGPTLink a custom source reference to an account. This connects the Billabex account to an external system (ERP, CRM, etc.) for synchronization purposes. Only Custom sources can be linked by users.
link-account-source
ChatGPTLink a custom source reference to an account. This connects the Billabex account to an external system (ERP, CRM, etc.) for synchronization purposes. Only Custom sources can be linked by users.
list-account-tasks
ChatGPTList active account tasks that require user input. These are created by the Billabex agent when it needs information from the user (e.g., approving eligibility, selecting next action, providing contacts). For user-facing responses, prefer task title/summary fields and use IDs only for follow-up tool calls.
list-account-tasks
ChatGPTList active account tasks that require user input. These are created by the Billabex agent when it needs information from the user (e.g., approving eligibility, selecting next action, providing contacts). For user-facing responses, prefer task title/summary fields and use IDs only for follow-up tool calls.
list-accounts
ChatGPTList all customer accounts for an organization with cursor-based pagination. Returns account details including name, contacts, and source information. For user-facing responses, prefer account name/summary fields and use IDs only for follow-up tool calls.
list-accounts
ChatGPTList all customer accounts for an organization with cursor-based pagination. Returns account details including name, contacts, and source information. For user-facing responses, prefer account name/summary fields and use IDs only for follow-up tool calls.
list-contacts
ChatGPTList all contacts associated with a customer account. Contacts are the external people (customers) who can receive dunning communications. For user-facing responses, prefer contact name/summary fields and use IDs only for follow-up tool calls.
list-contacts
ChatGPTList all contacts associated with a customer account. Contacts are the external people (customers) who can receive dunning communications. For user-facing responses, prefer contact name/summary fields and use IDs only for follow-up tool calls.
list-credit-notes
ChatGPTList credit notes for an organization with pagination support. For user-facing responses, prefer credit note number/summary fields and use IDs only for follow-up tool calls.
list-credit-notes
ChatGPTList credit notes for an organization with pagination support. For user-facing responses, prefer credit note number/summary fields and use IDs only for follow-up tool calls.
list-customer-balances
ChatGPTList customer outstanding balances for an organization. Each balance represents the dunning state for a customer account, including outstanding invoices and credit notes. For user-facing responses, prefer summary fields and use IDs only for follow-up tool calls.
list-customer-balances
ChatGPTList customer outstanding balances for an organization. Each balance represents the dunning state for a customer account, including outstanding invoices and credit notes. For user-facing responses, prefer summary fields and use IDs only for follow-up tool calls.
list-emails
ChatGPTList all emails (both incoming and outgoing) for an organization. Returns paginated results with email type indicator.
list-emails
ChatGPTList all emails (both incoming and outgoing) for an organization. Returns paginated results with email type indicator.
list-incoming-communications
ChatGPTList incoming email communications (customer replies to dunning emails) for an organization. Returns paginated results. For user-facing responses, prefer summary fields and use IDs only for follow-up tool calls.
list-incoming-communications
ChatGPTList incoming email communications (customer replies to dunning emails) for an organization. Returns paginated results. For user-facing responses, prefer summary fields and use IDs only for follow-up tool calls.
list-incoming-communications-by-account
ChatGPTList incoming email communications (customer replies) for a specific account. Returns paginated results filtered by account.
list-incoming-communications-by-account
ChatGPTList incoming email communications (customer replies) for a specific account. Returns paginated results filtered by account.
list-incoming-emails
ChatGPTList incoming emails for an organization. These are emails received from external parties. Returns paginated results.
list-incoming-emails
ChatGPTList incoming emails for an organization. These are emails received from external parties. Returns paginated results.
list-invoices
ChatGPTList all invoices for an organization with cursor-based pagination. Returns invoice details including amounts, dates, and payment status. For user-facing responses, prefer invoice number/summary fields and use IDs only for follow-up tool calls.
list-invoices
ChatGPTList all invoices for an organization with cursor-based pagination. Returns invoice details including amounts, dates, and payment status. For user-facing responses, prefer invoice number/summary fields and use IDs only for follow-up tool calls.
list-organization-members
ChatGPTList all members of a specific organization. Returns user details including name and email. For user-facing responses, prefer member name/summary fields and use IDs only for follow-up tool calls.
list-organization-members
ChatGPTList all members of a specific organization. Returns user details including name and email. For user-facing responses, prefer member name/summary fields and use IDs only for follow-up tool calls.
list-organizations
ChatGPTList all organizations the authenticated user is a member of. Returns paginated results. For user-facing responses, prefer organization name/summary fields and use IDs only for follow-up tool calls.
list-organizations
ChatGPTList all organizations the authenticated user is a member of. Returns paginated results. For user-facing responses, prefer organization name/summary fields and use IDs only for follow-up tool calls.
list-outgoing-communications
ChatGPTList outgoing email communications (dunning emails sent to customers) for an organization. Returns paginated results. For user-facing responses, prefer summary fields and use IDs only for follow-up tool calls.
list-outgoing-communications
ChatGPTList outgoing email communications (dunning emails sent to customers) for an organization. Returns paginated results. For user-facing responses, prefer summary fields and use IDs only for follow-up tool calls.
list-outgoing-communications-by-account
ChatGPTList outgoing email communications (dunning emails) for a specific account. Returns paginated results with recipient status history.
list-outgoing-communications-by-account
ChatGPTList outgoing email communications (dunning emails) for a specific account. Returns paginated results with recipient status history.
list-outgoing-emails
ChatGPTList outgoing emails for an organization. These are emails sent by the system (dunning communications). Returns paginated results.
list-outgoing-emails
ChatGPTList outgoing emails for an organization. These are emails sent by the system (dunning communications). Returns paginated results.
remove-credit-allocation
ChatGPTRemove a credit allocation, reversing the credit that was previously applied from a credit note to an invoice.
remove-credit-allocation
ChatGPTRemove a credit allocation, reversing the credit that was previously applied from a credit note to an invoice.
remove-organization-member
ChatGPTRemove a member from an organization. This will revoke their access to the organization.
remove-organization-member
ChatGPTRemove a member from an organization. This will revoke their access to the organization.
unlink-account-source
ChatGPTRemove the custom source reference from an account. This disconnects the Billabex account from the external system. Only linked Custom sources can be unlinked by users.
unlink-account-source
ChatGPTRemove the custom source reference from an account. This disconnects the Billabex account from the external system. Only linked Custom sources can be unlinked by users.
update-account
ChatGPTUpdate an existing customer account.
update-account
ChatGPTUpdate an existing customer account.
update-account-source
ChatGPTUpdate the lastUpdate timestamp of an existing source reference. Use this to record when data was last synchronized from the external system. Only linked Custom sources can be updated by users.
update-account-source
ChatGPTUpdate the lastUpdate timestamp of an existing source reference. Use this to record when data was last synchronized from the external system. Only linked Custom sources can be updated by users.
update-contact
ChatGPTUpdate an existing contact on a customer account.
update-contact
ChatGPTUpdate an existing contact on a customer account.
update-invoice-paid-amount
ChatGPTUpdate the paid amount on an existing invoice. Use this to record partial or full payments.
update-invoice-paid-amount
ChatGPTUpdate the paid amount on an existing invoice. Use this to record partial or full payments.
update-organization
ChatGPTUpdate an organization with a new name and/or email domain name.
update-organization
ChatGPTUpdate an organization with a new name and/or email domain name.
update-organization-settings
ChatGPTUpdate organization settings such as the first reminder delay days. This controls how many days after an invoice is due before the first dunning reminder is sent.
update-organization-settings
ChatGPTUpdate organization settings such as the first reminder delay days. This controls how many days after an invoice is due before the first dunning reminder is sent.
update-outgoing-communication
ChatGPTUpdate an outgoing email communication. Only emails that have not been sent yet can be modified. Use message in markdown for content; the platform renders HTML/text and appends the agent signature automatically.
update-outgoing-communication
ChatGPTUpdate an outgoing email communication. Only emails that have not been sent yet can be modified. Use message in markdown for content; the platform renders HTML/text and appends the agent signature automatically.
upsert-contact
ChatGPTCreate a new contact or update an existing one based on email or name matching. This is idempotent - calling with the same data multiple times will have the same effect.
upsert-contact
ChatGPTCreate a new contact or update an existing one based on email or name matching. This is idempotent - calling with the same data multiple times will have the same effect.