add_charge
ChatGPTAdd a billable item to an EXISTING client's tab (labour, a call-out, materials) to invoice later — nothing is invoiced or sent. Price is per unit, before VAT (VAT is applied once by the invoice).
Overview
CySo Invoicing is invoicing software for small businesses. This plugin connects ChatGPT to your CySo Invoicing account so you can ask about your invoices, quotations, receipts, expenses, clients and totals (for example what is unpaid or overdue), prepare draft invoices and quotations for existing clients, record payments and add expenses. You decide per API key what ChatGPT may do, and anything that creates or sends something needs your confirmation first. ChatGPT only gets your data after you create a connector key in the app, and only what that key allows.
Tools
add_expense
ChatGPTRecord a business expense / receipt. amount is the GROSS amount paid (VAT included); vatAmount is the VAT inside it.
add_to_job
ChatGPTAttach an invoice, quotation or receipt to a job (it moves from any job it was in). The document itself does not change.
apply_credit
ChatGPTApply a client's available GENERAL credit (an issued credit note that corrects no invoice) to one of their invoices. Leave amount out to apply as much as possible (never more than the credit left or what the invoice still owes).
correct_expense
ChatGPTCorrect a recorded expense: give only the fields to change (supplier, amount = gross paid incl. VAT, vatAmount, category, date, notes). Its receipt photos stay as they are.
create_customer
ChatGPTAdd a NEW client to CySo Invoicing. Needs a company or a person's name. Refused if a client with that name already exists (use list_customers). The contact details you pass are saved in the app only; this connector never shows them back.
create_invoice
ChatGPTCreate a DRAFT invoice for an EXISTING client (it gets its number; nothing is sent). The client must already be in the app — use list_customers. Depending on the user's settings this runs in the app straight away, after approval in chat, or after approval in the app.
create_invoice_from_quotation
ChatGPTTurn a quotation into a DRAFT invoice (same client, lines, discount and agreed deposit) and mark the quotation accepted — the same as the app's "Mark accepted". The invoice gets its number; nothing is sent. Refused if that quotation already has an invoice or was rejected.
create_invoice_from_service_report
ChatGPTCreate a DRAFT INVOICE from a service report (same client, lines, VAT, subject and notes) and link it to the report — the same as the app's "Generate invoice" button. The invoice gets its number; nothing is sent. Not possible if the report already has an invoice or is cancelled.
create_job
ChatGPTCreate a job (a folder that groups a piece of work's invoices, quotations and receipts). Starts as open.
create_quotation
ChatGPTCreate a quotation for an EXISTING client (nothing is sent). Every item needs a price. The app's default deposit setting applies.
create_service_report
ChatGPTCreate a DRAFT service report (a record of work done at a client) for an EXISTING client — use list_customers. It gets its report number; nothing is sent. Lines are optional (a report can just describe the work); every line given needs a price. The client signs on site in the app, never here. Only works if the user has service reports switched on in the app.
create_share_link
ChatGPTCreate a link the CLIENT can open to view/download the PDF of an invoice, quotation or receipt. The PDF is read from the user's own cloud storage each time it is opened (never stored by CySo); the link works for 7 days and the user can cancel it in the app. Set email_client=true to also e-mail the link to the client's address SAVED in the app (that also needs the key's send permission for that document type; you cannot choose the address). Otherwise give the link to the user so they can send it themselves.
enable_temporary_copy
ChatGPTOnly for an account that keeps its data PRIVATE in the user's own storage, when a question failed because that storage could not be read or was too slow. After the user AGREES, keeps a temporary copy of the same data on CySo's server for 12 hours so questions work meanwhile; after 12 hours it is deleted. First call without confirmation_token: returns what will happen and a token. Call again with the token ONLY after the user says yes.
get_action_status
ChatGPTCheck what happened to a create/send/mark-paid/expense request made through this connector: waiting for approval in the app, approved and waiting for the app to run it, done (with the resulting number), rejected, or failed.
get_capabilities
ChatGPTWhat this connection is allowed to do in CySo Invoicing right now, and how each action is approved (directly, by the user saying yes in this chat, or by the user tapping Approve in the app), what is switched off, and what is never possible. Call this whenever the user asks what you can do, or before offering an action you are not sure about.
get_connection_info
ChatGPTWhich CySo Invoicing account this connection belongs to: account id, company name, account e-mail, role, the API key's name and id, its permissions and the connection status. Call this whenever the user asks which account or key they are connected with. Always answer from this result — never from earlier conversations. Never returns keys or tokens.
get_credit_note
ChatGPTOne credit note in full: lines, VAT, amount, reason, the invoice it corrects, and for general credit where it was applied and what is left. Pass the credit note number or id.
get_document_pdf
ChatGPTThe PDF of an invoice, quotation or receipt, read from the user's OWN connected cloud storage (Google Drive, Dropbox or OneDrive) where the app saved it, and attached here. PDFs are never generated by this connector: if the app has not saved that PDF to their storage, you are told so (they can open the document in the app to save it). Pass the document number or id.
get_invoice
ChatGPTOne invoice in full: line items, VAT, totals, payments and balance. Pass the invoice number (e.g. INV26001) or id.
get_job
ChatGPTOne job: status and every invoice, quotation and receipt attached to it, with totals. Pass the job name or id.
get_quotation
ChatGPTOne quotation in full: line items, VAT and total. Pass the quotation number or id.
get_receipt
ChatGPTOne receipt in full: amount received, paid to date and balance left on its invoice at that payment, and whether it was a full or part payment. Pass the receipt number or id.
get_service_report
ChatGPTOne service report in full: work performed, line items, VAT, total, dates, status, whether the client signed it, and the linked invoice/receipt. Pass the report number (e.g. SR26001) or id.
get_statistics
ChatGPTBusiness statistics, the same figures as the CySo Invoicing Dashboard: total invoiced, collected (paid), outstanding (unpaid), overdue, awaiting payment, quotation conversion and top clients, for a period. Drafts and cancelled (void) invoices are excluded; credit notes and part payments are applied.
get_subscription_alerts
ChatGPTActive subscription alerts (upcoming renewal, subscription or trial ending, failed payment, just ended) and the recent notification history (also shown in the CySo Invoicing app and e-mailed by CySo's own daily check). Call this when the user asks whether anything needs attention on their subscription.
get_subscription_info
ChatGPTThe account's CySo Invoicing subscription from the billing system: plan, status, current period end, the day Pro actually stops (null while it renews), days remaining, next billing date and amount, currency, billing cycle, auto-renew, payment status and plan features. Unknown values are null — never guess them. No card details.
invoice_charges
ChatGPTCreate a DRAFT invoice from a client's UNBILLED items (all of them, or the item ids you give from list_charges) and mark them billed — the same as the client tab's "Create invoice". The invoice gets its number; nothing is sent.
issue_credit_note
ChatGPTIssue a CREDIT NOTE against an issued invoice — the legal way to correct it (the invoice itself is never changed). Credits the whole invoice, or only the line numbers you give (1 = first line, as in get_invoice). Needs a reason: cancelled, returned, overcharged, discount, error, goodwill, other. It gets its own number and cannot be changed once issued. Refused if it would credit more than is left on the invoice.
list_charges
ChatGPTA client's tab: billable items (labour, call-outs, materials) recorded to invoice later — description, date, quantity, price, line total, and whether each is still unbilled or already on an invoice. Filter by client and status.
list_credit_notes
ChatGPTList credit notes (number, date, client, the invoice it corrects or "general credit", amount, VAT, reason, status: draft, issued or void, and for general credit how much is still available), newest first. Filter by client, invoice or status.
list_customers
ChatGPTList or search clients: id, name, VAT number, whether an email is on file, and how much they owe. Contact details are not available to connectors.
list_expenses
ChatGPTList recorded expenses (supplier, category, date, gross amount incl. VAT, VAT) — newest first — with the total for the selection.
list_invoices
ChatGPTList invoices with number, client, dates, total, amount paid, balance still owed and status. Filter by status (draft, sent, paid, overdue, void, or unpaid = anything still owed), client, and issue-date range.
list_jobs
ChatGPTList jobs (name, status: open, in_progress or done) with how many invoices, quotations and receipts are attached and their totals. Filter by status or name.
list_products
ChatGPTSearch the product / parts catalogue: name, SKU, category, unit, sell price (before VAT), cost price, stock on hand and the low-stock level. Use it to price invoice and quotation lines exactly as the user does. low_stock=true lists only items at or below their low-stock level.
list_quotations
ChatGPTList quotations with number, client, date, total and status (draft, sent, approved, rejected).
list_receipts
ChatGPTList payment receipts (number, date, client, invoice, amount received, whether it settled the invoice), newest first, with the total. Filter by client, invoice or date range. A receipt is created every time a payment is recorded on an invoice.
list_recurring_invoices
ChatGPTList the repeating invoices (the originals a repeat is set on): client, how often (weekly, every 2 weeks, monthly, quarterly, every 6 months, yearly), state (active, paused until a date, or stopped) and the amount of the original. The exact next date is shown in the app.
list_service_reports
ChatGPTList service reports (number, client, service date, subject, total, status: draft, sent, paid, overdue or void, and the invoice made from it, if any), newest first. Filter by status, client and service-date range. A service report records work done at a client; it is not an invoice and is not counted as income.
mark_invoice_paid
ChatGPTRecord a payment received on an issued invoice — this CREATES THE RECEIPT (its number is returned in get_action_status once the app has done it). Leave amount out for the full balance still owed; a smaller amount is a part payment. Cannot exceed the balance.
mark_service_report_paid
ChatGPTMark a sent service report as PAID (the same as the app's "Mark paid" on the report). This records nothing as income and creates no receipt — for a payment against an invoice use mark_invoice_paid.
record_deposit
ChatGPTRecord the DEPOSIT the client agreed to on the quotation (the invoice's fixed deposit amount) as received — creates a deposit receipt, the same as the app's "Record deposit". For any other payment use mark_invoice_paid.
send_invoice
ChatGPTEmail an existing invoice (PDF attached) to the client's email address SAVED in the app. You cannot choose the address. A draft becomes sent.
send_payment_reminder
ChatGPTE-mail a payment reminder (invoice PDF attached) for an OVERDUE invoice to the client's address SAVED in the app — the same as the app's "Send reminder". At most once every 7 days per invoice. You cannot choose the address.
send_quotation
ChatGPTEmail an existing quotation (PDF attached) to the client's email address SAVED in the app. You cannot choose the address.
send_receipt
ChatGPTEmail an existing receipt (PDF attached) to the client's email address SAVED in the app — the same as the app's "Email receipt" button. You cannot choose the address.
send_service_report
ChatGPTEmail an existing service report (PDF attached) to the client's email address SAVED in the app. You cannot choose the address. A draft becomes sent.
set_job_status
ChatGPTSet a job's status: open, in_progress or done.
undo_last_payment
ChatGPTUndo the LAST payment recorded on an invoice — the same as the app's "Mark as unpaid": that receipt is removed, earlier payments stay, the invoice goes back to part-paid or unpaid. Its number, lines and totals never change. Tell the user that if the receipt was already sent to the client, the client should be told it no longer applies.
void_invoice
ChatGPTCancel (VOID) an issued invoice, with a reason. It keeps its number and stays on record as VOID (never deleted). Not possible while it has payments — undo them first — or credit notes against it.
Capabilities
Writes
