get_business
ChatGPTGet the business profile for the authenticated user's organization, including business name, contact info, address, tax and gratuity rates, and lead times.
Finance
Overview
Get instant answers about upcoming work, revenue, customer payments, and business performance from your FinOpps account.
Tools
get_financial_summary
ChatGPTGet a financial summary for the organization: total overdue invoices, outstanding (active) invoices, total expenses, and total income for a given period. Provides a snapshot of AR health.
get_invoice
ChatGPTGet full details for a specific invoice by ID, including line items (with item name, rate, quantity, totals), payments, and notes.
list_expenses
ChatGPTList expenses for the authenticated user's organization. Supports filtering by date range. Returns vendor name, expense type, amount, category, and dates.
list_invoices
ChatGPTList invoices for the authenticated user's organization. Supports filtering by status. Returns invoice number, customer name, amounts, status, and dates.
payments_report
ChatGPTGenerate a payments report for the organization within a date range. Returns payment details linked to their invoices, including customer name, invoice number, payment type, amount, and dates.
search_customers
ChatGPTSearch customers by name, organization, email, or phone. Uses full-text search powered by Elasticsearch.
