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by KeenEthics
CySo Flow icon

CySo Flow

By CySo Solutions Ltd

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Overview

CySo Flow runs the day-to-day of a small service business: customers, jobs and appointments, quotations, invoices, payments and expenses. This plugin connects ChatGPT to your CySo Flow account so you can ask about your customers, invoices and totals (for example what is unpaid or overdue and who owes the most), your quotations, upcoming appointments, products and expenses, and prepare new customers, appointments, quotations, invoices and expenses, or record a payment. You decide per connector key what ChatGPT may do, anything that creates or sends something needs your approval first, and you can hide client names from ChatGPT. ChatGPT only gets your data after you create a connector key in the app, and only what that key allows.

Tools

add_expense

ChatGPT
Record a business expense / purchase receipt / supplier bill. amount is the gross total paid INCLUDING VAT; vat_rate (percent) splits out the VAT. Set paid:false for an unpaid supplier bill. [Needs the user’s approval in chat.]

check_approval

ChatGPT
See whether the owner approved, rejected or has not yet decided a request this key made (and its result).

create_appointment

ChatGPT
Create an appointment / job. [Needs the user’s approval in chat.]

create_customer

ChatGPT
Create a customer. [Needs the user’s approval in chat.]

create_invoice

ChatGPT
Issue an invoice (claims the next invoice number) or, with draft:true, save an unnumbered draft. amount is the invoice TOTAL INCLUDING VAT; vat_amount is the VAT contained in it. Issued invoices can never be edited afterwards. [Needs the user’s approval in chat.]

create_quotation

ChatGPT
Create a numbered quotation (status draft) from line items. Prices are per unit EXCLUDING VAT; vat_rate is a percentage. [Needs the user’s approval in chat.]

create_shift

ChatGPT
Add a shift to the rota (Time & Attendance). Refused if it overlaps another shift of the same person or falls on their approved leave. publish:false keeps it as a draft staff cannot see yet. [Needs the user’s approval in chat.]

get_permissions

ChatGPT
What this key may do right now: each action and whether it is allowed, needs approval in chat, needs approval in the Flow app, or is off. Call this first.

invoice_statistics

ChatGPT
Statistics over issued invoices for a period: totals invoiced / paid / outstanding / overdue, counts of paid, part-paid, unpaid and overdue invoices, and the customers who owe most.

list_appointments

ChatGPT
List appointments / jobs.

list_customers

ChatGPT
List the business’s customers (optionally filter by a search text in the name or email).

list_employees

ChatGPT
List staff — REDACTED: name, role, employee number and leave balance only (never pay, tax or bank details).

list_expenses

ChatGPT
List expenses / bills.

list_invoices

ChatGPT
List invoices with their payment state. Filter by payment status (unpaid, part-paid, paid, overdue, draft, cancelled) and/or a customer search text. Amounts are gross totals incl. VAT.

list_products

ChatGPT
List products / price list.

list_quotations

ChatGPT
List quotations.

mark_invoice_paid

ChatGPT
Record a payment against an issued invoice: issues a numbered payment receipt and updates the balance. Omit amount to settle the full outstanding balance. Refused if it would exceed what is owed. The invoice itself is never edited. [Needs the user’s approval in chat.]

remove_shift

ChatGPT
Remove one shift from the rota by its id (from list_shifts). [Needs the user’s approval in chat.]

send_invoice

ChatGPT
Email an issued invoice (PDF attached) from the business’s own mailbox to the email address ON THE CUSTOMER’S RECORD. You cannot choose the recipient. [Needs the user’s approval in chat.]

send_quotation

ChatGPT
Email the customer a link to view and approve a quotation, from the business’s own mailbox, to the email address ON THE CUSTOMER’S RECORD. You cannot choose the recipient. [Needs the user’s approval in chat.]

Capabilities

Writes

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