list_payments
List Payments
List payments including charges, authorizations, and refunds. Filter by order or payment status.
list_payments
List payments including charges, authorizations, and refunds. Filter by order or payment status.
update_customer
Update an existing customer's details, including name, email, discount, deposit settings, tax region, and tags. Only provided fields will be updated.
manage_stock
List, create, or update stock items for trackable products. Stock items represent individual physical items in your inventory with unique identifiers. Use this to add new stock, update identifiers, or view existing stock items.
get_document
Retrieve a single document (invoice, quote, or contract) by ID, including associated order details.
get_order
Retrieve a single order by ID, including customer, line items, and planning details.
list_locations
List all pickup/return locations and warehouses. Locations are physical sites where customers can pick up or return rental items.
update_order
Update an existing order's details or progress its status through the workflow. Can update rental dates, customer assignment, discounts, deposits, tags, and status transitions (e.g. draft → reserved → started → stopped).
create_product
Create a new product group in Booqable. Product groups are the main catalog entries that contain product variations. Configure name, SKU, pricing, tracking type, and other settings.
archive_customer
Archive a customer in Booqable. Archived customers are soft-deleted and can be filtered out from listings.
list_documents
List invoices, quotes, and contracts. Supports filtering by document type, status, order, and date range.
get_product
Retrieve a single product group by ID, including its product variations and pricing details.
get_customer
Retrieve a single customer by their ID, including their properties (addresses, phone numbers, custom fields).
create_customer
Create a new customer record in Booqable. Supports setting name, email, discount percentage, deposit type, tax region, and custom properties.
create_payment
Create a payment charge, authorization, or refund. Charges process direct payments, authorizations hold funds for later capture, and refunds return funds from previous charges.
check_inventory
Query inventory levels and availability for products. Check stock at specific locations and view breakdowns of available, reserved, and rented inventory.
manage_coupons
List, create, or update discount coupons. Coupons can offer percentage or fixed-amount discounts, redeemable online or in the back office.
send_email
Send an email to a customer using a Booqable email template. Emails can include order data, customer data, and document attachments.
create_order
Create a new rental order in Booqable. Set the rental period, assign a customer, configure discounts and deposits. The order starts in "new" status and can be progressed through the workflow.
list_customers
Search and list customers in your Booqable account. Supports filtering by name, email, archived status, and more. Returns paginated results with customer details.
update_product
Update an existing product group's details including name, SKU, pricing, description, and store visibility. Only provided fields will be updated.
list_orders
Search and list rental orders. Supports filtering by status, customer, date range, and tags. Returns paginated results with order details including rental period, pricing, and status.
list_products
Search and list product groups in your Booqable catalog. Product groups are the top-level items that contain individual product variations. Supports filtering by name, SKU, tracking type, and archived status.
Manage equipment and product rentals through a cloud-based rental platform. Create and manage customers, products, inventory, and rental orders through their full lifecycle (draft, reserved, started, stopped, archived). Track real-time inventory availability across multiple locations and clusters. Process payments, authorizations, and refunds via Stripe or manual methods. Generate and manage invoices, quotes, and contracts with digital signatures. Configure flexible pricing with tiered structures, tax regions, coupons, and discounts. Manage stock items with barcodes and unique identifiers. Send customizable emails to customers with dynamic templates. Organize products into bundles and collections for an online store. Register webhooks for real-time notifications on order, customer, product, payment, and document events.
Common questions about connecting Booqable to AI agents with Metorial.