Moco integration

Activate Offer Customer Approval

Tool to activate customer approval on an offer to generate the offer_document_url. Use when you need to create a shareable PDF link for customer approval.

List Activities

Retrieves a list of activities (time entries) from MOCO. Activities are time tracking records that log hours worked on projects and tasks. Use this tool to: - Get all time entries within a date range - Find activities by user, project, task, or company - Filter by billing status (billable/non-billa…

Get Activity

Tool to retrieve a single activity by ID. Use when you need to fetch details for a specific activity after confirming the activity ID.

Update Activity

Tool to update an existing activity. Use when you need to adjust details of a recorded time entry after confirming the activity exists.

Assign Offer

Tool to assign an offer to a project, company, or deal. Use when you need to link an existing offer with a project (creating project from offer), associate it with a company, or link it to a deal.

Assign Purchase to Project

Tool to assign a purchase item to a project by creating or linking to an expense. Use when you need to associate a purchase line item with a specific project for billing and budget tracking.

List comments

Tool to retrieve a list of comments. Use after confirming the resource type and ID.

Create Company

Creates a new company in MOCO (customer, supplier, or organization). Required fields: - name: Company name - type: Must be 'customer', 'supplier', or 'organization' - currency: Required only for 'customer' type (e.g., 'USD', 'EUR', 'CHF') Common optional fields: website, email, phone, address, tags…

Delete a company

Tool to delete a company. Use when you need to remove a company from MOCO after confirming no active dependencies.

List Contacts

Tool to retrieve a list of contacts. Use when you need to list contacts optionally filtered by tags, term, or phone after confirming criteria.

Create Account Catalog Service

Tool to create a catalog service including its items. Use when you need to create a catalog service with pricing items. Note: Items cannot be updated through this endpoint - use separate item-specific endpoints for modifications.

Create Catalog Service Item

Tool to create a new item within a catalog service in MOCO. Use when you need to add items like consulting services, products, or other billable items to a service catalog.