account_organizations_list
ChatGPTList the organizations the authenticated user can access (public id, name).
Business & Operations
Overview
Zenvio helps businesses inspect organizations, sales, purchases, accounting, tax, banking, and financial reports, and create or update supported private workspace records through ChatGPT.
Tools
accounting_books_get
ChatGPTList accounting books available in the organization. Report tools can accept book_id, but auto-select a book when it is omitted.
accounting_books_list
ChatGPTList accounting books available in the organization. Call this to inspect available books or choose an explicit book_id for report tools.
accounting_gl_accounts_search
ChatGPTSearch chart-of-accounts general ledger (GL) accounts by account number, account name, balance-account flag, or broad search text. Use this read-only tool to select source or target GL account ids before changing accounting entries.
accounting_gl_entries_list
ChatGPTList general ledger (GL) entries. Supports search, ids, book, type, entry, GL account, contact, dates, amounts, paid-state filters, currency, sort, and paging.
accounting_gl_entries_match
ChatGPTMatches accounting entries on a specified General Ledger (GL) account to support General Ledger reconciliation. Automatically identifies debit and credit transactions that represent the same business event, such as invoices and payments, bills and vendor payments, reversals, corrections, transfers, or other offsetting journal entries. Matching may use document references, matching codes, amounts, currencies, dates, business partners, and other accounting attributes. Use this tool whenever the user wants to reconcile a GL account, match or clear transactions, identify open or outstanding items, find unmatched entries, or investigate why a General Ledger account does not balance. Use accounting_gl_entries_list first so the user can review affected entries, then call this with explicit gl_entry_ids and acknowledged=true after approval.
accounting_gl_entry_get
ChatGPTGet a single general ledger entry by id. This is the low-level SDK-style read surface.
accounting_gl_entry_update
ChatGPTUpdates fields on a single general ledger entry from a semantic changes object. Call accounting_gl_entry_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected. Loads the fresh GL entry, applies supplied changes after deny-policy checks, and submits the full GL entry update.
accounting_transaction_entries_list
ChatGPTList accounting transaction entries. Supports search, ids, dates, GL account, contact, description, debit/credit, payment reference, currency, sort, and paging.
accounting_transaction_entry_get
ChatGPTGet a single accounting transaction entry by id. This is the low-level SDK-style read surface.
accounting_transaction_entry_update
ChatGPTUpdates fields on a single accounting transaction entry from a semantic changes object. Call accounting_transaction_entry_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected. Loads the fresh entry, applies supplied changes after deny-policy checks, and submits the full entry update.
accounting_transaction_update
ChatGPTUpdates fields on a single accounting transaction from a semantic changes object. Call accounting_transactions_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected. Loads the fresh transaction, applies supplied changes after deny-policy checks, and submits the full transaction update.
accounting_transactions_get
ChatGPTGet a single accounting transaction by id. This is the low-level SDK-style read surface.
accounting_transactions_list
ChatGPTList accounting transactions. Supports search, transaction type, posting date, sort, and paging so the user can select a transaction before running a business operation.
documents_import
ChatGPTUse this when the user asks to import supplied documents or ZIP files containing documents, such as receipts, bills, invoices, or images. Downloads each supplied file and submits one direct import request per file. ZIP contents become separate document imports on the server. Returned statuses and imported_count describe accepted uploads, not completed extraction or the number of documents inside a ZIP. Encrypted and nested ZIP files are not supported.
finance_bank_statements_create
ChatGPTCreate a bank statement with optional statement lines. Persists to Apollo.
finance_bank_statements_get
ChatGPTGet a single bank statement by id, including statement details returned by the Finance SDK.
finance_bank_statements_list
ChatGPTList bank statements with slim summary rows for search and identification. Supports search, bank account id, bank account number or IBAN fragment, exact statement number, statement-period date overlap, sort, and paging filters. Use finance_bank_statements_list_full only when statement lines or full nested details are needed.
finance_bank_statements_list_full
ChatGPTList bank statements with full bank statement objects, including lines and nested details. This output can be large; prefer finance_bank_statements_list for search and identification.
finance_bank_statements_update
ChatGPTUpdates fields on a single bank statement from a semantic changes object. Call finance_bank_statements_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected.
finance_bank_transactions_create
ChatGPTCreate a bank transaction, optionally attached to a bank statement. Persists to Apollo.
finance_bank_transactions_get
ChatGPTGet a single bank transaction by id, including accounting and matching details returned by the Finance SDK.
finance_bank_transactions_list
ChatGPTList bank transactions with search, statement id, transaction date range, amount range, sort, and paging filters.
finance_bank_transactions_update
ChatGPTUpdates fields on a single bank transaction from a semantic changes object. Call finance_bank_transactions_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected.
finance_payouts_list
ChatGPTList finance payouts with slim summary rows for search and identification. Supports search, Stripe payout object ids, sort, and paging. Use finance_payouts_list_full only when payout lines or full nested details are needed.
finance_payouts_list_full
ChatGPTList finance payouts with full payout objects, including lines and nested details. This output can be large; prefer finance_payouts_list for search and identification.
purchases_bills_create
ChatGPTCreate a purchase bill (vendor invoice) for an organization. Persists to Apollo.
purchases_bills_get
ChatGPTGet a single purchase bill by its numeric id.
purchases_bills_list
ChatGPTList purchase bills with slim summary rows for search and identification. Supports search, vendor, issue/tax dates, amount, currency, description, transaction type, vendor document number, payment status, sort, and paging. Use purchases_bills_list_full only when bill lines, taxes, or full nested details are needed.
purchases_bills_list_full
ChatGPTList purchase bills with full bill objects, including items, taxes, and nested details. This output can be large; prefer purchases_bills_list for search and identification.
purchases_bills_update
ChatGPTUpdates fields on a single purchase bill from a semantic changes object. Call purchases_bills_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected.
purchases_receipts_create
ChatGPTCreate a purchase receipt for an organization. Persists to Apollo.
purchases_receipts_get
ChatGPTGet a single purchase receipt by its numeric id.
purchases_receipts_list
ChatGPTList purchase receipts with slim summary rows for search and identification. Supports search, vendor, issue date, amount, currency, description, transaction type, vendor receipt number, sort, and paging. Use purchases_receipts_list_full only when receipt lines, taxes, or full nested details are needed.
purchases_receipts_list_full
ChatGPTList purchase receipts with full receipt objects, including items, taxes, and nested details. This output can be large; prefer purchases_receipts_list for search and identification.
purchases_receipts_update
ChatGPTUpdates fields on a single purchase receipt from a semantic changes object. Call purchases_receipts_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected.
purchases_vendor_credits_create
ChatGPTCreate a purchase vendor credit for an organization. Persists to Apollo.
purchases_vendor_credits_get
ChatGPTGet one purchase vendor credit by id.
purchases_vendor_credits_list
ChatGPTList purchase vendor credits with slim summary rows for search and identification. Supports search, vendor, issue/tax dates, amount, currency, description, transaction type, vendor document number, payment status, sort, and paging. Use purchases_vendor_credits_list_full only when vendor credit lines, taxes, or full nested details are needed.
purchases_vendor_credits_list_full
ChatGPTList purchase vendor credits with full vendor credit objects, including items, taxes, and nested details. This output can be large; prefer purchases_vendor_credits_list for search and identification.
purchases_vendor_credits_update
ChatGPTUpdates fields on a single purchase vendor credit from a semantic changes object. Call purchases_vendor_credits_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected.
purchases_vendors_search
ChatGPTSearch an organization's contacts/vendors (suppliers) by free-text query.
reports_balance_sheet_get
ChatGPTGet a balance sheet for an organization's accounting book as of an optional date.
reports_profit_and_loss_by_month_get
ChatGPTGet a profit and loss report grouped by month for an accounting book over an optional date range.
reports_profit_and_loss_get
ChatGPTGet a profit and loss report for an organization's accounting book over an optional date range.
sales_credit_notes_get
ChatGPTGet a single sales credit note by its numeric id.
sales_credit_notes_list
ChatGPTList sales credit notes with slim summary rows for search and identification. Supports search, ids, external order ids, payment status, customer, issue/tax dates, amount, currency, description, transaction type, sort, and paging. Use sales_credit_notes_list_full only when lines, taxes, discounts, or other full nested details are needed.
sales_credit_notes_list_full
ChatGPTList sales credit notes with full credit note objects, including lines, taxes, discounts, and nested details. This output can be large; prefer sales_credit_notes_list for search and identification.
sales_customers_search
ChatGPTSearch an organization's contacts/customers by free-text query.
sales_invoices_create
ChatGPTCreate a sales invoice for an organization using a business invoice payload. Persists to Apollo.
sales_invoices_get
ChatGPTGet a single sales invoice by its numeric id.
sales_invoices_list
ChatGPTList sales invoices with slim summary rows for search and identification. Supports search, ids, external order ids, payment status, customer, issue/tax dates, amount, currency, description, transaction type, sort, and paging. Use sales_invoices_list_full only when invoice lines, taxes, discounts, or other full nested details are needed.
sales_invoices_list_full
ChatGPTList sales invoices with full invoice objects, including lines, taxes, discounts, and nested details. This output can be large; prefer sales_invoices_list for search and identification.
sales_invoices_update
ChatGPTUpdates fields on a single sales invoice from a semantic changes object. Call sales_invoices_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected.
settings_bank_accounts_list
ChatGPTList settings bank accounts by broad search text, sort, and paging. Use this read-only tool to resolve bank account ids, names, account numbers, IBANs, or currencies before searching bank statements or creating bank records.
tax_entries_list
ChatGPTList tax entries. Supports search, ids, type, country, region, tax dates, amount/base ranges, lock state, unreported-only, missing reporting category, reporting category field combinations, grouped/detailed mode, sort, and paging.
tax_entries_reporting_summary
ChatGPTSummarize which tax entry reporting category combinations exist, grouped by country, currency, entity, tax rate, and reporting category fields. Supports date and jurisdiction filters only; use tax_entries_list for searching specific entries by reporting category, amount, lock state, or missing reporting category.
tax_entry_get
ChatGPTGet a single tax entry by id. This is the low-level SDK-style read surface.
tax_entry_update
ChatGPTUpdates fields on a single tax entry from a semantic changes object. Call tax_entry_get first. Use exact snake_case field names from the matching get tool response in changes. Nested fields use dot paths, for example gl_account.id. Omitted fields are preserved. Non-snake_case field names are rejected. Loads the fresh tax entry, applies supplied changes after deny-policy checks, and submits the full tax entry update.
taxes_entry_mark_as_reverse_charge
ChatGPTMarks one tax entry as reverse charge using the Zenvio SDK reverse-charge operation.
taxes_entry_unmark_as_reverse_charge
ChatGPTUnmarks one tax entry as reverse charge using the Zenvio SDK reverse-charge operation.
taxes_transaction_mark_as_reverse_charge
ChatGPTMarks one accounting transaction as reverse charge using the Zenvio SDK transaction reverse-charge operation.
taxes_transaction_unmark_as_reverse_charge
ChatGPTUnmarks one accounting transaction as reverse charge using the Zenvio SDK transaction reverse-charge operation.
Capabilities
Writes
