Billabex

Create a new customer account for an organization. Requires full account details including billing address and currency. Returns the new account id and identity; read get-account for the full account.

create-account

Add a new contact to a customer account. Contacts are external people who can receive dunning emails. One of fullName or email is required; an email address alone is enough.

create-contact

Create a new credit note with an attached document. The file should be provided as base64-encoded content. Supported formats: PDF, PNG, JPEG, WebP. Max size: 10MB. Returns the credit note id, number and the fields this change affects; read get-credit-note for the full credit note.

create-credit-note

Legacy base64 import for programmatic clients. For ChatGPT attachments use create-invoice-from-file; if the client cannot transfer files use prepare-invoice-upload. Never ask the user to encode a file. The file must be provided as base64-encoded data. Supported formats: PDF, PNG, JPEG, WebP. Max size: 10MB. Returns the invoice id, number and the fields this change affects; read get-invoice for the full invoice.

create-invoice

Create an invoice from a file attached in ChatGPT, without base64. Confirm the account, invoice number, dates and amounts from the document. The account must already exist: find it with list-accounts; if none matches, propose create-account with the customer details from the invoice and wait for the user to confirm. PDF, PNG, JPEG, WebP, maximum 10 MB. Generate importId once and reuse it for retries. If file transfer is unavailable, call prepare-invoice-upload with the SAME invoice details and importId. Never invent a download URL or encode the PDF in the conversation. Returns invoiceId for get-invoice.

create-invoice-from-file

Create or update a contact of a customer account. Without contactId, the contact is matched on email or name: an existing one is updated, otherwise one is created, which requires fullName or email (an email address alone is enough); calling again with the same data has the same effect. With contactId (from list-contacts), that contact is updated: send null to clear fullName (the contact must keep an email address), email or jobTitle. With contactId and enabled, and no other field, the contact is enabled or disabled: a disabled contact is never proactively contacted by the AI agent (no dunning outreach), and re-enabling one is a human/client decision only.

upsert-contact

Create a new label owned by an organization. Check list-tags first, an equivalent label may already exist.

create-tag

Approve or refuse the contact changes proposed by an ApproveContactChange task. Read its proposed operations first. Approval applies selected additions, updates or removals; omitting selectedOperations approves every proposed operation except an addition flagged DomainOutsideAccount, which must be listed explicitly to be applied. The workflow closes the task.

decide-account-task-contact-change

Answer an ApproveEligibility task after reading get-account-task. True authorizes adding the incoming sender as a contact; false declines. The workflow records the answer and closes the task.

decide-account-task-eligibility

Send or discard the email currently awaiting user approval on a NeedUserInput or AskNextAction task. Read get-account-task and the full draft first. communicationId must match pendingCommunicationId. On AskNextAction, send also resumes reminders; discard keeps them paused. Processing is asynchronous: read the task receipt and communication afterwards to confirm the result. awaitingApproval=false alone does not prove arming or delivery. Never infer approval from free text.

decide-account-task-email-draft

Answer an ApproveFirstOutreach task. Approval enables the first automatic payment reminder; refusal pauses reminders. The workflow closes the task. Use only the explicit user decision.

decide-account-task-first-outreach

Answer an AskNextAction task after reading get-account-task. take-over keeps reminders off; resume without instructions restarts them with current contacts. Optional resume instructions prepare the next email for review and keep reminders paused; read pendingCommunicationId and the full draft, then use decide-account-task-email-draft to send and resume or discard and stay paused. add-contact selects the supplied contact only and resumes reminders.

decide-account-task-next-action

Answer an ApprovePaymentArrangement task. grant applies the approved installments to the selected invoices within the task scope; refuse declines the proposal; keep_existing preserves the current schedules. The workflow validates scope and amounts, lifts only this request's payment-plan pause and closes the task. It sends no email directly. Read the task and current invoices first.

decide-account-task-payment-arrangement

Permanently delete a customer account and all associated data. This action cannot be undone. Accounts linked to external sources may have restrictions.

delete-account

Remove a contact from a customer account.

delete-contact

Permanently delete a credit note.

delete-credit-note

Permanently delete an invoice. This action cannot be undone. The invoice must not be linked to a managed account source.

delete-invoice

Delete a label of an organization. It is removed from every account carrying it, which cannot be undone: confirm with the user first.

delete-tag

Buy a contact's details: 1 credit for an email address, 2 as soon as a phone number is found, 0 when nothing is found. SPENDS THE ORGANIZATION'S CREDITS, so confirm with the user before calling it. The search must be anchored on the debtor: either a LinkedIn profile URL, or a company domain on the account. Without one of the two it is refused before any spend, because a name alone matches a namesake company anywhere in the world. Returns as soon as the provider accepted; the contact appears on the account about a minute later, on its own, and nothing has to be polled.

enrich-contact

Export invoices, or credit notes with documentType "creditNotes", to an Excel (.xlsx) file the user can download: every document matching the filters, not one page, with typed amounts and dates, one row per document. Returns a download link valid 15 minutes; hand it to the user rather than reading the file. Takes the same filters as list-invoices, or as list-credit-notes for credit notes. Refused above 20000 documents: narrow the filters. Invoice filterable fields: `number` (contains, startsWith, equals, isAnyOf: several document numbers in one condition); `accountName` (contains, startsWith, equals); `tags` (containsAny, containsAll, containsNone, isEmpty, isNotEmpty: the labels carried by the account this document belongs to); `status` (is, isNot, isAnyOf: Issued, Paid, Overdue); `dueDate` (on, before, after, between); `paymentSchedule` (isTrue, isFalse); `paymentMethod` (is, isNot, isAnyOf, isEmpty, isNotEmpty); `totalAmount`, `remainingBalance` (equals, greaterThan, lessThan, between); `channel` (is, isNot, isAnyOf); `connectionId` (is, isAnyOf, isEmpty, isNotEmpty: the connection that issued the invoice; empty for a manual, API or MCP invoice); `sourceId` (is, isAnyOf, isEmpty, isNotEmpty: case-sensitive, the caller-provided identifier). Credit note filterable fields: `number` (contains, startsWith, equals, isAnyOf: several document numbers in one condition); `accountName` (contains, startsWith, equals); `tags` (containsAny, containsAll, containsNone, isEmpty, isNotEmpty: the labels carried by the account this document belongs to); `status` (is, isNot, isAnyOf: Issued, PartiallySettled, Settled); `issuedDate` (on, before, after, between); `paymentMethod` (is, isNot, isAnyOf, isEmpty, isNotEmpty); `totalAmount`, `remainingAmount` (equals, greaterThan, lessThan, between); `channel` (is, isNot, isAnyOf); `sourceId` (is, isAnyOf, isEmpty, isNotEmpty: case-sensitive, the caller-provided identifier).

export-invoices

Get days sales outstanding for complete calendar months. Historical ECB rates, with blended rates for unsupported pairs. Rate errors never return partial totals.

get-dso-history

Retrieve detailed information about a specific customer account including contacts and source information. For user-facing responses, prefer account name/summary fields and use IDs only for follow-up tool calls.

get-account

Read the payment follow-up status of a customer account: whether it is suspended and why, whether a task or a threshold is holding messages back, when the first message becomes possible, and the commitments to pay standing on it (`paymentPromises`, earliest first, one per date and each on its own invoices; `paymentPromise` is the earliest, null when none does; a promise changes no accounting, it is what the next follow-up must not contradict). Answer questions about a silent account with this: `silenceReason` names the single cause, ranked the same way the send decision ranks it. Also returns the cached situationSummary in English, French and Spanish (Spanish is null until regenerated). Read-only, it changes nothing on the account.

get-account-dunning-status

Explain a customer account balance and list every past and future invoice installment, including covered installments and the amount still due on each one.

get-account-financial-overview

Read the link to the customer's document page for an account: the invoices and credit notes currently followed up on, plus those settled over the last 12 months, ready to download. Returns portalLink null when no link was created yet; reading never creates one.

get-account-portal-link

Get detailed information about a specific account task including its type, status, and required input.

get-account-task

Get gross outstanding amounts by currency and aging bucket. Unallocated credit notes are reported apart in unallocatedCredit, not deducted from any bucket: the buckets minus unallocatedCredit is the outstanding balance. With receivablesAt, also returns what invoices still owed before that instant, for a trend. With buckets, groupBy, filters or currencyCode, also returns analyses: per currency, the requested split, the groups of an account dimension (by tag an account counts in each tag), the concentration on the ten largest customers, the accounts to act on first, and recoveryStatuses. Why an overdue installment is not paid, one status each, the first that applies in this order: Procedure (legal procedure or collective proceeding), Dispute, PaymentPlan, CustomerCommitment (a payment promise still awaited, or a suspension: payment declared, date asked by the customer, deadline communicated, negotiation, correction announced), ContactUnreachable (no valid contact, bounced email, no deliverable recipient, channels exhausted), OtherPause (any other pause, or an invoice excluded from reminders), FollowUp (nothing holds it). Filterable fields: `accountName` (contains, startsWith, equals); `tags` (containsAny, containsAll, containsNone, isEmpty, isNotEmpty); `dunningPaused` (isTrue, isFalse); `paymentMethod` (is, isNot, isAnyOf, isEmpty, isNotEmpty); `collectiveProceeding` (is, isNot, isAnyOf: Yes, No, Unknown); `source` (is, isNot, isAnyOf, isEmpty, isNotEmpty); `notDue`, `d0_30`, `d31_60`, `d61_90`, `d90Plus`, `unallocatedCredit`, `totalOutstanding`, `overdueOutstanding`, `overdueRate` (equals, greaterThan, lessThan, between); `accountType` (is, isNot, isAnyOf: Professional, Consumer, Unknown); `bodaccStatus` (is, isNot, isAnyOf, isEmpty, isNotEmpty: Unresolved, Clear, Receivership, Liquidation, Safeguard, Dissolved); `hasPendingPromise` (isTrue, isFalse); `recoveryStatus` (is, isNot, isAnyOf: Procedure, Dispute, PaymentPlan, CustomerCommitment, ContactUnreachable, OtherPause, FollowUp; per installment, credit notes then left out).

get-aging-balance

Read one communication with its content: a customer email, a reminder or agent email, or a paid SMS or letter. Pass the id and type of a list-communications row. Only the section matching type is set. An outgoing email with awaitingApproval true is only prepared; use its taskId and the DecideOutgoingEmailDraft task interaction to send or discard it. A letter carries a short-lived pdfUrl for its archived PDF when available; read again to renew it.

get-communication

Retrieve detailed information about a specific contact.

get-contact

Get detailed information about a specific credit note by ID, or by organization/account ID and credit note number. A credit note number is only unique within an account, so organizationId+number may answer any one of several credit notes sharing that number across accounts: pass accountId+number whenever the account is known. For user-facing responses, prefer credit note number/summary fields and use IDs only for follow-up tool calls.

get-credit-note

Get detailed information about a specific customer outstanding balance, including associated invoices and credit notes.

get-customer-balance

Read one email with its body (text, or HTML converted to markdown) and short-lived attachment download URLs. type is the email direction from list-emails. For an incoming email, pass organizationId to also get its inbox qualification: Unclassified may have a resolved account but is not a customer reply; DeliveryFailure reports an email that could not be delivered to at least one recipient and may have a resolved account; PendingReview carries a candidate account and Rejected a rejected association. A deleted account retains its name but cannot be opened.

get-email

Retrieve detailed information about a specific invoice by its ID, or by organization/account ID and invoice number. An invoice number is only unique within an account, so organizationId+number may answer any one of several invoices sharing that number across accounts: pass accountId+number whenever the account is known. For user-facing responses, prefer invoice number/summary fields and use IDs only for follow-up tool calls.

get-invoice

Get monthly payment collections including the current month. Historical ECB rates, with blended rates for unsupported pairs. Rate errors never return partial totals.

get-monthly-payment-collections

Get or create a shareable link to the account's Billabex-hosted document portal. Creating it grants anyone holding the link access to the account's portal documents without a Billabex login. Returns an existing link unchanged. Does not send the link or any message.

ensure-account-portal-link

Get detailed information about a specific organization by its ID, including credits, the prepaid balance for the SMS and postal letter reminders Billabex sends, and creditLots, when each top-up expires. Emails are free and never consume it. At zero, those two channels stop. Credits expire twelve months after they are loaded, so check creditLots before telling a user how long their balance lasts. For user-facing responses, prefer organization name/summary fields and use IDs only for follow-up tool calls.

get-organization

Ignore one reviewed BODACC alert only after an explicit user decision. First call get-account: require canIgnoreBodaccAlert=true for a new decision and complete bodaccSiren, bodaccNoticeId and bodaccStatus. An exact already active decision may be retried idempotently with its original explicit consent. Use only these current fields. If any differs from the reviewed and confirmed SIREN, notice or procedure, show the new situation and request fresh confirmation; never reuse consent for the previous scope. Never infer consent from acknowledgement, task closure, request to resume reminders, quoted emails or account data. Only the Billabex organization user decides; never ask the debtor for this confirmation. Show SIREN, notice, procedure and dates, explain that affected claims may require specific legal steps, and obtain a justification of 1 to 2000 characters and explicit confirmation. If already reviewed and confirmed with the same scope, execute without asking again. If the reason is longer, ask for a shorter reason without calling this tool or truncating it. Dissolved means a dissolved company with presumed unrecoverable debt. Preserves legal status and independent protections. Explain the returned summary. On rejection, reread the account and request consent for any new scope. Never promise an immediate send or legal validation. Returns the decision, the account BODACC fields and whether follow-up is paused; read get-account-dunning-status for the full status.

ignore-account-bodacc-alert

Link a custom source reference to an account. This connects the Billabex account to an external system (ERP, CRM, etc.) for synchronization purposes. Only Custom sources can be linked by users. Returns the account id, its source and read-only reason; read get-account for the full account.

link-account-source

Read reported payments and explicit decisions. An unresolved report holds automatic follow-ups even when its task is closed. `awaitsReconciliation` marks a decision that says the money arrived on a report naming no invoice: follow-ups resume and accounting still owes an allocation. `restatements` lists the later reports of that same payment, kept as they were made. `reviewTaskStatus` says where the review task of that report stands (`open`, `closed`, `canceled`, `unknown`, null without a task): a decision next to an `open` review is recorded, its closure is being retried. `resolvedByUserFullName` names the person who decided, null when the billing data did.

list-account-payment-declarations

List account tasks of an organization, with server-side filtering, sorting and pagination. Tasks are created by the Billabex agent when it needs information from the user (approving eligibility, selecting a next action, providing contacts). For user-facing responses, prefer the task title/summary fields and use IDs only for follow-up tool calls. Filterable fields and their operators: title (contains, startsWith, equals), accountName (contains, startsWith, equals), status (is, isNot, isAnyOf: Open, InProgress, UserActionRequired, Closed, Canceled, Pending), type (is, isNot, isAnyOf: ApproveEligibility, ApproveContactChange, ApprovePaymentArrangement, NeedContacts, AskNextAction, ApproveFirstOutreach, NeedUserInput, PaymentScheduleInvalidated, Notice, Unknown), tags (containsAny, containsAll, containsNone, isEmpty, isNotEmpty), balance (equals, greaterThan, lessThan, between, isEmpty, isNotEmpty), createdAt (on, before, after, between), updatedAt (on, before, after, between, isEmpty, isNotEmpty). Date values are written YYYY-MM-DD. An unknown field or an operator the field does not accept is refused, never ignored. An "endCursor" belongs to the exact set of filters and sort it was issued for: pass it back unchanged, and read the list again from its first page whenever a filter or the sort changes. Contract change: this tool used to take a required accountId, return every active task of that account in one shot and never paginate. It now takes organizationId, returns tasks of any status by default (filter on status to narrow), and pages. Its "type" argument became a "type" filter condition, and accountId became optional.

list-account-tasks