get_invoices
Retrieves invoices from the Ascora Accounting API that have not yet been marked as sent to an accounting system. Optionally filter by date and company. Returns full invoice details including header information, customer data, and line items. Use **Mark Invoices** after processing to prevent re-retrieval.
mark_payments
Marks one or more payments as successfully sent to an external accounting system. Once marked, these payments will no longer be returned by the Get Payments tool. Use this after you have successfully processed and pushed payments to your accounting package (e.g., Xero, QuickBooks, MYOB).
get_payments
Retrieves payments from the Ascora Accounting API that have not yet been marked as sent to an accounting system. Only returns payments linked to invoices that have already been marked as sent. Use **Mark Payments** after processing to prevent re-retrieval.
mark_invoices
Marks one or more invoices as successfully sent to an external accounting system. Once marked, these invoices will no longer be returned by the Get Invoices tool. Use this after you have successfully processed and pushed invoices to your accounting package (e.g., Xero, QuickBooks, MYOB).
submit_enquiry
Creates a new enquiry in Ascora from external data such as website contact forms or CRM systems. The enquiry can later be converted into a Quote or Job within Ascora. Supports contact details, address information, a description of the enquiry, and any number of custom fields configured in your Ascora account.
list_customers
Retrieves all customers from Ascora. Returns customer records including contact details and company information. Use this to look up existing customers, sync customer data to external systems, or verify customer records.
Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.
Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Manage field service jobs, customers, quotes, invoices, and payments for trade businesses. Submit enquiries with contact details and custom fields, retrieve customer records, pull quotation and inventory data, and integrate with accounting systems. Retrieve unpaid invoices and payments, then mark them as processed once pushed to external accounting packages. Supports the full job lifecycle from enquiry through quoting, job management, and invoicing.
Common questions about connecting Ascora to AI agents with Metorial.
