ask_inkle
ChatGPTUse this tool if none of the specific tools (get_invoices, get_bills, get_vendors, get_reports, get_tax_filings, etc.) are available. Call it and relay the response to the user.
Overview
Your Inkle financial data, right inside ChatGPT. Ask about your tax filings, deadlines, P&L, invoices, bills, and cash flow- no dashboard needed. Built for cross-border startup founders managing US compliance and bookkeeping. The connector is read-only, so your data stays safe while ChatGPT gives you instant answers from your live Inkle account.
Tools
get_bills
ChatGPTGet vendor bills for a company entity. Optionally filter by start_date and end_date (bill date). Returns bill number, vendor, amount, status, and dates.
get_company_entities
ChatGPTWithout company_entity_id: lists all entities for this account with their UUIDs, names, formation type, state, EIN, and status. With company_entity_id: validates and confirms that entity as active for this conversation — returns its details and a reminder to pass the UUID to all subsequent tool calls. Always call this first (without an ID) to discover available entities.
get_customers
ChatGPTGet the customer list for a company entity. Returns customer name, total invoiced, amount due, and amount paid. Supports optional search_term and page_num.
get_invoices
ChatGPTGet customer invoices for a company entity. Optionally filter by start_date and end_date (invoice date). Returns invoice number, customer, amount, status, and dates.
get_reports
ChatGPTGet financial reports (Income Statement / P&L and Balance Sheet) for a company entity. Accepts a start_date and end_date; defaults to year-to-date. Returns the full account hierarchy with amounts.
get_tax_filing_detail
ChatGPTGet rich detail for a single tax filing task. Returns the full workflow/state progression, assigned CPA or team member (SPOC), payment breakdown (service fee, government fee, penalty fee), invoice IDs, attached documents, and the CPA chat channel URL for accessing notes. Call get_tax_filings first to obtain a task_uuid, then pass it here. Note: IRS ACK IDs, e-file references, submission timestamps, and IRS notices are not available.
get_tax_filings
ChatGPTList all tax filings (1120, 5472, 1065, 7004, etc.) for a company entity in a given filing season. Returns each filing's form name, status, deadline, payment details, outstanding action items count, and a task_uuid for drill-down via get_tax_filing_detail. Also returns the next upcoming deadline and total outstanding action items. Defaults to the prior calendar year if filing_season is omitted. Note: IRS submission IDs, ACK numbers, and e-file references are not available in the Inkle API.
get_vendors
ChatGPTGet the vendor/merchant list for a company entity. Returns vendor name, type, total transaction amount, and transaction count. Supports optional search_term and page_num.
Links
App Stats
9
Tools
ChatGPT
Platforms
Works with
ChatGPT
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