Every AI

Ask the AI assistant a complex question that requires reasoning.

Use for questions like "what's my revenue this quarter?", "which clients have overdue invoices?", or any query that needs analysis across multiple data points.

Get business settings: name, address, default currency, timezone, tax rates with IDs, and subdomain.

IMPORTANT: Call this before creating invoices or proposals to get:

• Default currency (so you don't need to specify it)
• Default tax rate and ID (to apply on line items via sales_tax_applied)
• Business timezone

Create a new client, optionally with contacts.

BEFORE CALLING: Use list_clients to check if a client with this name already exists. Fuzzy name search is supported (e.g. 'acme' finds 'Acme Corp').

First contact defaults to 'to' (primary invoice/proposal recipient). Additional contacts can be 'cc'.

Create a contact and optionally link to a client. At least name or email required. Deduplicates by email.

If client_id is provided, automatically links the contact as the primary invoice/proposal recipient (invoice_role='to'). Use this when adding a contact to a client — no need to call link_contact_to_client separately.

Create a new expense record.

Valid categories: Advertising, Contract_Labor, Dues_and_Subscriptions, Insurance, Legal_and_Professional_Fees, Meals_and_Entertainment, Office_Supplies, Other, Printing_and_Stationery, Rent, Software, Supplies, Travel, Utilities. Use underscores, not spaces.

Create a new invoice with line items. Auto-generates invoice number and public URL.

BEFORE CALLING: Use business_settings to get default currency and tax rate. Use list_services to find service IDs if linking line items to existing services. Use list_clients to find the client_id by name.

Currency defaults to the business's configured currency if omitted. Due date defaults to 30 days from today if omitted. To apply tax, set sales_tax_applied on each line item (e.g. 0.13 for 13% HST).

Create a new proposal with optional line items. Auto-generates proposal number and public URL.

BEFORE CALLING: Use list_clients to find the client_id. Use business_settings for default currency. Use list_services to find service IDs for service-linked line items.

Void an invoice (soft delete). Sets invoice_status to 'void'.

Link a contact to a client with invoice and proposal roles (to/cc).

List bookings with optional filters. Status supports comma-separated values (confirmed,completed,cancelled_by_client,cancelled_by_business,no_show,to_be_scheduled).

Search clients by name (fuzzy matching — 'acme' finds 'Acme Corp').

Also searches contact names linked to clients — so searching 'Brandon Chu' will find a client named 'Brandon' if it has a contact named 'Brandon Chu'.

Returns client name, email, and status. Use include_contacts=true for contact details. Always search before creating a new client to avoid duplicates.

List contacts, optionally filtered by client. Shows name, email, phone, and role.

List expenses with optional filters for merchant, category, and client.

Returns amount, merchant, category, and date.

List and search invoices with optional filters for status, payment state, client, and more.

Supports filtering by invoice status (draft/issued/void), payment status (unpaid/paid/overdue/partial), client, and archive state. Returns invoice number, client name, total, balance due, status, and due date.

List payments with optional filters for invoice, client, and payment type.

Supports filtering by payment type (stripe/cash/cheque/credit_card/bank_transfer/other). Returns amount, date, method, and linked invoice.

List and search proposals with optional filters for status, client, and invoice.

Supports filtering by status (draft/issued/approved/void). Returns proposal number, client name, total, status, and public URL.

List services offered by the business. Search by name for fuzzy matching (e.g. 'design' finds 'Design Services').

Returns service name, rate, duration, location type, and service ID. Use service IDs when creating invoices or proposals with service-linked line items.

Record a payment for an invoice. Payment type: cash/cheque/credit_card/bank_transfer/other.

Send an invoice via email to the client. Sets invoice status to 'issued'.

IMPORTANT: Only call this when the user explicitly asks to send/email the invoice. Do NOT auto-send after creating — invoices are created as drafts for review first. This sends a real email to the client's contact email address.

Remove a contact's link to a client. Does not delete the contact itself.

Update an existing client's fields.

Update an existing contact's fields.

Update an existing invoice. If line_items provided, replaces ALL existing line items.

View a single booking with full details.

View a specific client with full details including contacts and email.

Supports lookup by client UUID or name.

View a specific invoice with full details including line items, payments, and totals.

Supports lookup by invoice number (e.g., INV-001), UUID, or any identifier. Returns complete invoice data including client info, line items, payment history, and status. In ChatGPT, renders an interactive invoice card with Send and Copy Link buttons.

View a specific proposal with full details. Supports lookup by proposal number or UUID.