billing_terms_list
ChatGPTList billing terms — the billing lines on contracts that define what gets invoiced, how much, and how often. Filter by contract, customer, billing term group, product, or billing dates. For seat-based terms, currentSeatCount is the number of seats effective today (seat amendments applied); it is null for non-seat-based terms.
commitments_get
ChatGPTGet a single commitment by its unique ID
commitments_list
ChatGPTList usage commitments — agreements that a customer will use a set amount of a product/service over a period, tracking usage against the commitment with overages and true-ups. Filter by customer or contract.
contracts_billing_term_groups_get
ChatGPTGet billing term groups for a contract — sets of billing terms that are billed together (a.k.a. performance obligation groups).
contracts_get
ChatGPTGet a single contract by its unique ID
contracts_list
ChatGPTList contracts with optional filtering by name, external ID, source, status, customer, or last updated date.
contracts_performance_obligations_get
ChatGPTGet performance obligations for a specific contract
contracts_usage_get
ChatGPTGet usage data for a specific contract, optionally filtered by event type
credit_memos_by_invoice
ChatGPTGet all credit memos for a specific invoice
credit_memos_get
ChatGPTGet a single credit memo by its unique ID
credit_memos_list
ChatGPTList credit memos with optional filtering by number, customer, issue date range, status, or ERP sync status. For incremental export use lastUpdatedAt with an ISO 8601 timestamp, e.g. lastUpdatedAt:gte:2026-01-01.
customers_contacts_list
ChatGPTList contacts for a specific customer
customers_get
ChatGPTGet a single customer by their unique ID
customers_list
ChatGPTList customers with optional filtering by name, external ID, or last updated date.
invoices_get
ChatGPTGet a single invoice by its ID, requires customer ID
invoices_list
ChatGPTList invoices with optional filtering by customer, contract, status, dates, and more.
items_get
ChatGPTGet a single item by its unique ID
items_list
ChatGPTList items — catalog entities mapped to the merchant's accounting/ERP system (e.g. QuickBooks, NetSuite) for GL mapping, identified by external IDs. Filter by name, external ID, or external ID type.
journal_entries_list
ChatGPTList journal entries — the individual accounting records behind billing and revenue recognition. Each entry traces back to its source (invoice, credit memo, or revenue schedule) and to a customer and contract. Filter by journalDate range for period analyses (e.g. flux/month-over-month comparisons). externalId is set once an entry has been pushed to the merchant's ERP (use externalId:isnotnull).
list_merchants
ChatGPTList all merchants the authenticated user has access to. Call this first to discover available merchant IDs.
merchants_info_get
ChatGPTGet information about the specified merchant
obligations_list
ChatGPTList obligations — billing terms with their service period and recognition category. Filter by contract, customer, billing dates (startDate/endDate), or service dates. For per-month recognized revenue use contracts_performance_obligations_get (single contract) or revenue_list (portfolio rollup). Note: contracts with many-to-many billing-term-to-obligation relationships are excluded from results.
payments_get
ChatGPTGet a single payment by its ID, requires customer and invoice IDs
payments_list
ChatGPTList payments with optional filtering by received date, status, type, invoice, or customer.
products_get
ChatGPTGet a single product by its unique ID
products_list
ChatGPTList product catalog entries — the merchant's central list of what they sell (internal name, customer-facing display name, active/inactive status). Catalog definitions only; pricing and billing live on contracts/billing terms. Filter by name or status.
renewals_list
ChatGPTList renewals with optional filtering by contract, type, status, or contract end date
reports_arr_get
ChatGPTGet the ARR (annual recurring revenue) report. Returns ARR per customer per timeframe (YYYY-MM). Filterable by month range, customer, or currency, e.g. startMonth:gte:2026-01.
reports_cash_forecasting_get
ChatGPTGet the cash forecasting report for the merchant
revenue_list
ChatGPTList recognized, deferred, and unbilled revenue per customer per month. Set startMonth and endMonth to the months you need — one row per customer per month in range; omitting them defaults to the whole current calendar year. Months are YYYY-MM, e.g. startMonth:gte:2026-01. Currency is an ISO 4217 code (e.g. USD).
commitments_get
Claudecommitments_list
Claudecontracts_billing_term_groups_get
Claudecontracts_get
Claudecontracts_list
Claudecontracts_performance_obligations_get
Claudecontracts_usage_get
Claudecredit_memos_by_invoice
Claudecredit_memos_get
Claudecredit_memos_list
Claudecustomers_contacts_list
Claudecustomers_get
Claudecustomers_list
Claudeinvoices_get
Claudeinvoices_list
Claudeitems_get
Claudeitems_list
Claudelist_merchants
Claudemerchants_info_get
Claudepayments_get
Claudepayments_list
Claudeproducts_get
Claudeproducts_list
Clauderenewals_list
Claudereports_arr_get
Claudereports_cash_forecasting_get
Clauderevenue_list
Claude
