compare_periods
ChatGPTCompares totals across several periods (trend) — computes each period the same way as get_period_totals and returns the change between consecutive periods. Keywords: השוואת תקופות, מגמה.
Overview
Read the connected business's invoices, totals, suppliers, and anomalies, and submit an invoice file. Approve, categorize, and delete stay in the TaxFlow app.
Tools
export_invoices
ChatGPTThe accountant CSV file for explicit periods (up to 12, YYYY-MM) — the exact same file a download from the "Export" screen would produce for those periods (e.g. last month, a bi-monthly reporting period, or year-to-date), including the same exclusion of invoices behind an unresolved blocking anomaly and invoices from ignored suppliers. Pass format "xero" for the Xero Bills CSV (UK, Australia, and Canada businesses only; same invoice set, plus rows held back for missing fields or an unmapped VAT rate). Missing periods = last month. Keywords: ייצוא, CSV, Xero, רואה חשבון.
get_business_profile
ChatGPTThe connected business: name, business type, link status to an accountant, Gmail inboxes (address + connected/paused/error status + last sync time and how many new invoices were found), the initial Gmail sync summary (if any: whether it's still running, invoices found, messages skipped, and suppliers recognised), and WhatsApp numbers (number + connected/paused status + verified). Also returns a dedicated email-forwarding address (if any), the plan (Free/Pro) and this month's invoice limit/usage, the referral code + number of credited referrals, and whether this account received a bonus as a credited invitee (wasReferredCredited). Keywords: עסק, פרופיל, תוכנית, הפניות.
get_invoice
ChatGPTDetails for a single invoice, including every anomaly found on it. An invoice from a supplier the owner chose to ignore comes back with ignored: true (no anomalies — it is excluded from exports and totals). Keywords: חשבונית, פרטים, התראות.
get_period_totals
ChatGPTNet/VAT/total for a given period (or every period), by currency — the exact same numbers shown on the main dashboard (excluding invoices from suppliers the owner chose to ignore). Includes a note on the amount currently sitting behind an open, unresolved blocking anomaly, and (for a single concrete period, not "all") a list of suppliers that recurred in 2 of the previous 3 months and did not appear in this period — the same detection as the export screen's alert (extra context only — does not change the totals themselves). Keywords: סיכום, מע"מ, נטו, ספקים חוזרים.
ignore_vendor
ChatGPTIgnores this invoice's supplier: every current invoice from them is hidden, and future arrivals are hidden too. Nothing is deleted. Call preview_ignore_vendor first and confirm with the owner. Undo with unignore_vendor using the returned ruleId. Keywords: התעלם מספק זה.
ingest_invoice
ChatGPTIngests a single invoice into the connected account, through the same pipeline as Gmail and WhatsApp. Pass exactly one of: file (a file the host attaches to this call with a download_url — e.g. ChatGPT when the file was attached in the same turn; not available in Claude), uploadId (from prepare_invoice_upload), or file_url (a public https address). If the conversation has an invoice image/PDF with no download_url (the normal case in Claude), don't ask the user to re-attach it — that changes nothing; call prepare_invoice_upload directly instead and follow its guidance (WhatsApp if connected, otherwise a link). Never send the file's contents as text/base64. Approve, categorize, and anomaly handling are not available here. Keywords: קליטת חשבונית, העלאה.
list_ignored_vendors
ChatGPTSuppliers the owner chose to ignore. Returns each rule id (needed to stop ignoring). Their invoices are hidden from totals and export. Keywords: ספקים מוסתרים, התעלמות.
list_invoices
ChatGPTLists invoices with their details and any open anomalies — optionally filter to only invoices with an unresolved open anomaly. By default, invoices from suppliers the owner chose to ignore are excluded; pass ignored=only for the מוסתרות list or ignored=include for both. Keywords: חשבוניות, התראות, ספקים, מוסתרות.
list_periods
ChatGPTPeriods (YYYY-MM) that have invoices, most recent first. Keywords: תקופות, חשבוניות.
list_suppliers
ChatGPTDistinct suppliers on this business (Tax ID when present, otherwise normalized name — the same identity the app uses). Each row has invoice count, last invoice date, whether the supplier is ignored, and whether they still have an open new-supplier alert. Filter with ignoredOnly or newOnly. Keywords: ספקים, ספקים חדשים, מוסתרים.
prepare_invoice_upload
ChatGPTCreates a one-time upload link (15 minutes, up to 10MB, PDF/JPEG/PNG/WebP) for a single invoice file. Call this tool (not ingest_invoice with file) whenever you do not actually have a file object with a download_url that the host attached to this call (this is the normal case in Claude). Important: if you already saw an invoice image/PDF in the conversation (pasted or attached), don't ask the user to re-attach it via the attachment button — in a client like Claude, an image or PDF attached in chat only ever arrives as embedded visual content (not as a file in a code-execution environment), regardless of how it was attached, so you don't and won't have access to its bytes; call this tool directly instead. In your reply: if the owner has a connected WhatsApp number (field whatsappAlternative), suggest sending the photo there first (faster, no browser), with uploadPageUrl as a fallback; if there is no connected WhatsApp number, send only uploadPageUrl. In the rare case where you do have direct access to the file's bytes from your own code-execution environment (not applicable to images/PDFs attached via chat), you may instead run
curl -X PUT --data-binary @<path> <putUrl> and then call ingest_invoice with uploadId, without involving the user. Approve, categorize, and anomaly handling are not available here. Keywords: העלאת חשבונית, קליטה, וואטסאפ.preview_ignore_vendor
ChatGPTHow many existing invoices would be hidden if the owner ignores this invoice's supplier, and that future invoices from them would be excluded from export and totals. Call this before ignore_vendor. Changes nothing. Keywords: התעלם מספק, אישור.
restore_ignored_invoice
ChatGPTBrings one ignored invoice back into lists, totals, and export. The supplier stays ignored, so later invoices from them are still hidden. Keywords: שחזר חשבונית.
unignore_vendor
ChatGPTDeletes an ignore rule and restores every invoice that rule hid. ruleId comes from list_ignored_vendors or ignore_vendor. Keywords: הפסק להתעלם.
Capabilities
Writes
