Chaser integration

Create Contact Person

Tool to create a new contact person for a customer in Chaser. Requires customer_id and external_id. Use when adding additional contacts to an existing customer account.

Create Invoice

Tool to create a new invoice record in the organization. Use after ensuring the customer exists in Chaser.

Create Overpayment

Creates a new overpayment record in Chaser for tracking customer overpayments. Overpayments represent amounts paid by customers in excess of invoice amounts and can be used to offset future invoices. The customer must exist in Chaser before creating an overpayment (use POST /customers first if need…

Delete Contact Person

Tool to delete a contact person from a customer record in Chaser. Use this when you need to remove a specific contact person associated with a customer. Requires both the customer identifier and the contact person identifier.

Get Contact Person by ID

Tool to get a specific contact person by ID for a customer. Use when you need to retrieve detailed information about a contact person associated with a customer in Chaser.

Get Credit Note by ID

Retrieve detailed information for a specific credit note by its ID. Accepts both internal Chaser IDs and external credit note IDs (with 'ext_' prefix). Use when you need to fetch complete details of a single credit note.

Get Credit Notes

Retrieves a list of credit notes from Chaser. Supports filtering by customer, status, and date range. Returns all credit notes if no filters are specified.

Get Current Organisation

Tool to retrieve information about the current organisation associated with the API credentials. Use when you need the organisation ID, currency, timezone, or legal details for the authenticated account.

Get Customer by ID

Retrieve detailed information for a specific customer by their Chaser customer ID. Use this after obtaining the customer_id from listing customers or creating a customer. The customer_id is the internal Chaser identifier (e.g., 'cust_abc123'), not the external_id from your source system.

Get Customers

Tool to retrieve a list of all customers associated with the organization. Use when you need to display or process complete customer contact and status information.

Get Invoice by ID

Tool to retrieve detailed information for a specific invoice by its ID. Use when you need to view invoice details, payment status, or associated customer information.

Get Organization

Tool to retrieve information about the connected organizations. Use when you need organization IDs, currency, timezone, or legal details before other operations.