Books

The owner’s QuickBooks, read live as them: invoices, what each customer owes, and what was paid. Nothing here changes QuickBooks.

Chasing a payment is an email: find the invoice here, then write with mail. A routine can wake an agent when an invoice falls overdue, with the key kind:invoice.overdue. See routines and skills.

How to use it

What find_tools sends with these tools, word for word:

The owner’s own QuickBooks: invoices, what each customer owes and what was paid, read live as them. Amounts are in the invoice’s currency.

Tools

Tool	What it does	Owner’s yes
books.invoices	Invoices, newest first, with customer, email, total, balance and due date. status is “open” (money owed), “overdue” (owed past its due date) or “paid”; customer matches part of a name	No
books.invoice	One invoice’s lines, amounts, tax, due date, customer email, whether it was emailed, and its link	No

invoices

books.invoices · Invoices, newest first, with customer, email, total, balance and due date. status is “open” (money owed), “overdue” (owed past its due date) or “paid”; customer matches part of a name.

Owner’s yes: No. Nothing of the owner’s changes.

Input	Type	Required	Limits
status	one of open, overdue, paid	no
customer	text	no	1–200 characters
limit	whole number	no	1–50, default 20

Returns:

{
  invoices: {
    url: string;
    daysLate?: number;
    id: string;
    number: string | null;
    customer: string | null;
    email: string | null;
    date: string | null;
    due: string | null;
    total: number;
    balance: number;
    currency: string | null;
    status: string;
  }[];
  more: boolean;
}

invoice

books.invoice · One invoice’s lines, amounts, tax, due date, customer email, whether it was emailed, and its link.

Owner’s yes: No. Nothing of the owner’s changes.

Input	Type	Required	Limits
id	text	yes	up to 30 characters, matches ^\d+$

Returns:

{
  tax: number;
  memo: string | null;
  emailed: boolean;
  lines: {
    unitPrice?: number;
    quantity?: number;
    item?: string;
    description: string;
    amount: number;
  }[];
  url: string;
  daysLate?: number;
  id: string;
  number: string | null;
  customer: string | null;
  email: string | null;
  date: string | null;
  due: string | null;
  total: number;
  balance: number;
  currency: string | null;
  status: string;
}