AIMZ

Edit an existing invoice: replace its items, change dates, notes, discount, tax or shipping, or finalize a draft (status "Sent"). Stock is re-balanced automatically. Void/cancel and delete are only available in the AIMZ app. Saves only a change that was previewed: requires the preview_id from a preview_change result for the same arguments, and saves that payload once.

update_invoice

Change a product's name, prices, cost, unit, category, barcode or low-stock level. Does not change the stock quantity. Saves only a change that was previewed: requires the preview_id from a preview_change result for the same arguments, and saves that payload once.

update_product

Email one invoice to the customer as a PDF. Saves only a change that was previewed: requires the preview_id from a preview_change result for the same arguments, and saves that payload once.

email_invoice

Email a customer their statement of account (all invoices, payments and balance) as a PDF. Saves only a change that was previewed: requires the preview_id from a preview_change result for the same arguments, and saves that payload once.

email_customer_statement

Recorded business expenses, optionally by category and date range.

list_expenses

Search customers by name, phone or email. Returns ids, pricing tier and contact details.

find_customers

Search products by name or barcode and see prices and stock. Use stock="low" or "out" to list items that need reordering.

find_products

One invoice with its line items, payments and balance.

get_invoice

Invoices, newest first, optionally filtered by customer, status or date range.

list_invoices

Move a quantity of a product from one warehouse to another. Saves only a change that was previewed: requires the preview_id from a preview_change result for the same arguments, and saves that payload once.

transfer_stock

Shows exactly what a change would do, without saving anything: resolves customers and products, applies the customer's prices and the business's terms, and lists totals, stock effects and warnings. Returns a preview_id that the matching save tool accepts. action is the save tool's name (create_invoice, update_invoice, record_invoice_payment, record_customer_payment, create_customer, update_customer, create_product, update_product, adjust_stock, transfer_stock, receive_stock_purchase, create_vendor, create_vendor_bill, record_vendor_bill_payment, record_expense, record_return, email_customer_statement, email_invoice, send_payment_reminders); arguments has the same fields as that tool's input.

preview_change

Purchase orders to suppliers.

list_purchase_orders

What has happened in the business recently and who did it (including actions made through ChatGPT or Claude).

list_recent_activity

Record money a customer paid and apply it to their open invoices, oldest first (or to the invoices named), exactly like the AIMZ app. Anything left over is kept as credit on the customer's account. Payment method: Cash, Bank Transfer, Cheque, Online, Card or Other. Saves only a change that was previewed: requires the preview_id from a preview_change result for the same arguments, and saves that payload once.

record_customer_payment

Record a business expense (fuel, rent, wages, utilities, …). Saves only a change that was previewed: requires the preview_id from a preview_change result for the same arguments, and saves that payload once.

record_expense

Record money received against one specific invoice, up to that invoice's remaining balance. Payment method: Cash, Bank Transfer, Cheque, Online, Card or Other. Saves only a change that was previewed: requires the preview_id from a preview_change result for the same arguments, and saves that payload once.

record_invoice_payment

Record a bill you owe a supplier. Either bill a purchase order (its lines are copied and the order is marked Billed, like the app) or give the lines / total directly. Saves only a change that was previewed: requires the preview_id from a preview_change result for the same arguments, and saves that payload once.

create_vendor_bill

Record, in the AIMZ books, a payment already made to a supplier against a bill. No money is sent. Saves only a change that was previewed: requires the preview_id from a preview_change result for the same arguments, and saves that payload once.

record_vendor_bill_payment

Invoiced, received, expenses, receivables and payables for a period, plus best-selling products.

get_sales_report

Email payment reminders now to every customer with overdue invoices, using the business's reminder settings. Saves only a change that was previewed: requires the preview_id from a preview_change result for the same arguments, and saves that payload once.

send_payment_reminders

Bills from suppliers and what is still unpaid.

list_vendor_bills

Suppliers / vendors, optionally searched by name.

list_vendors

The business's warehouses, with their ids.

list_warehouses

Customers with an outstanding balance, largest first.

list_customer_balances