NivaDesk

Append an internal note to an existing order in the currently connected workspace. This is an order note, not a personal Notes item. Do not ask for companyId.

add_order_note

Append text to an existing personal note for the connected user in the currently connected workspace. Do not ask for companyId. This is not an order note.

append_note

Archive or unarchive a personal note in the currently connected workspace. Do not ask for companyId.

archive_note

Attach an invoice/receipt the user shared in the chat to the matching bank transaction in NivaDesk. Pass the user's file as `receipt`. NivaDesk OCRs images itself; for PDFs (or to help matching) also pass the total amount, the document date (YYYY-MM-DD) and the merchant name you read from the document. If NivaDesk finds one confident match it attaches the file immediately; if several transactions could match it returns candidates with an inboxPath — show them to the user, then call again with the chosen transactionId and the same inboxPath (no need to resend the file). Workspace owner only. Do not ask for companyId. Image receipts are read with Google Vision OCR. Attaching to a transaction that already has a receipt replaces it, and the previous file is deleted.

attach_bank_receipt

Summarise the connected workspace's business bank feed (Open Banking) for a month or a year: total spent, incoming, change vs the previous period, spending by category, top merchants and recurring subscriptions. Use for questions like 'how much did I spend in July', 'what are my biggest costs this year', 'which subscriptions do I pay monthly'. Requires the Bank Spending permission (workspace owner or a member the owner granted). Do not ask for companyId.

get_bank_spending_summary

Create a new NivaDesk order in the currently connected workspace. Use the connected workspace automatically. Do not ask for companyId. If the user provides a delivery due date, always pass it as deliveryDueDate in YYYY-MM-DD format. For an already overdue active order, also collect and pass its original created date as paymentDate so Timeline & Delivery and overdue calculations remain accurate. Use this only after the user provides enough order details or confirms creating a draft order. The workspace's own notification rules run on this change: it can send the customer an e-mail or SMS. Say so before you do it.

create_order

Create a new personal Notes item for the connected user in the currently connected workspace. Do not ask for companyId. This is not an order note. Collaboration is not changed automatically.

create_note

Read the connected workspace dashboard summary. ChatGPT App is available on every plan. Free Demo and Starter return permitted basic finance totals (Received, Base Cost and Basic Balance); Pro and Team can return advanced finance when the user role allows it.

get_dashboard_summary

Read permitted spending summary data for the connected workspace. Free Demo and Starter return Base Cost only. Pro and Team may include Shipping, Platform Fee, VAT / Tax and custom expenses when the user role allows financial access. Supports thisMonth, thisYear, allTime and customRange.

get_extra_spending_overview

Read workspace-level financial totals, remaining payments, costs and estimated profit. Requires financial access in the connected workspace.

get_financial_overview