manage_balance
Add debit or credit lines to a customer's balance and list existing balance lines. Balance lines represent charges outside standard subscription billing (e.g., consulting hours, one-time fees, credits). Balance lines appear on the next invoice when the customer is billed.
get_offers
Retrieve offers (pricing plans) configured in ProAbono. Returns pricing details, features, trial info, and localized labels. Can retrieve offers for a specific customer (with personalized links), or list upgrade-eligible offers.
manage_customers
Create, retrieve, update, list, suspend, or anonymize customers in ProAbono. Customers are identified by a **ReferenceCustomer** that maps to your application's user identifier. Supports managing metadata, billing address, and payment settings. Creating or retrieving a customer returns encrypted links for the hosted customer portal.
manage_invoices
Retrieve and list invoices, or trigger on-demand billing. Invoices include status tracking, payment type, and encrypted links to PDF downloads. Use "bill" to generate an invoice from a customer's outstanding balance.
manage_usages
Track and update feature usage for customers. Supports three feature types: - **OnOff**: Toggle features on/off with isEnabled. - **Limitation**: Set absolute quantity with quantityCurrent. - **Consumption**: Increment usage with increment (resets at renewal). Can retrieve all usages for a customer, update a single feature, or batch update up to 50 features at once.
manage_customer_settings
Get or update a customer's billing address and payment settings. Billing address includes company info, address, phone, and tax information. Payment settings control auto-billing, grey list status, invoice notes, and payment method.
quote_pricing
Compute exact pricing (including taxes) before performing actions. Preview charges for subscription creation, upgrades, starts, usage changes, and balance lines. Use this to show customers the correct charge before confirming an action.
manage_subscriptions
Create, retrieve, start, suspend, upgrade, terminate, or list subscriptions in ProAbono. Subscriptions tie a customer to an offer and define the billing lifecycle. Supports overriding trial periods, pricing, features, and scheduling future or backdated starts.
Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.
Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.
Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.
Validate, enrich, and look up data through a suite of utility APIs. Validate email addresses for deliverability, format, and risk (disposable, spam trap, role-based detection). Validate and identify phone numbers with carrier, line type, and location details. Geolocate IP addresses and detect VPNs, proxies, and TOR usage. Enrich company data from domains or emails. Retrieve live and historical currency exchange rates and perform conversions. Look up public holidays by country and date. Get current time and convert between timezones. Scrape web page content from URLs. Capture website screenshots. Compress and optimize images. Generate user avatars. Validate VAT numbers and retrieve VAT rates. Validate IBAN bank account numbers.
Manage roofing contractor business operations including jobs, contacts, estimates, invoices, and payments. Create and search jobs with milestone tracking, assign representatives, and monitor job lifecycle events. Create and retrieve contacts with communication logging. Access estimates, supplements, and financial worksheets. Create and manage invoices, payments, and expenses. Schedule and update appointments via calendars. Upload documents, photos, and videos to jobs. Retrieve company settings such as insurance companies, lead sources, milestones, and trade types. Access reports and manage webhook subscriptions for real-time event notifications on job, contact, and financial changes.
Create, retrieve, update, cancel, and reschedule appointments. Manage availability by querying open dates and time slots for appointment types and calendars. Block time slots to prevent bookings. Manage client records including creation, retrieval, updates, and deletion. List appointment types, add-ons, calendars, and intake forms. Create and validate gift certificates, packages, and coupons. Retrieve orders and product listings. Subscribe to webhooks for appointment and order events.
Manage subscriptions, recurring billing, and customer lifecycles for SaaS businesses. Create, update, suspend, upgrade, and terminate subscriptions tied to pricing offers. Track feature usage (toggles, limits, consumption quotas) per customer. Generate and retrieve invoices, process one-time charges and credits, and compute pricing quotes with taxes. Manage customers with billing addresses, payment methods, and GDPR anonymization. Retrieve and filter offers with multi-language and multi-currency support. Access hosted customer portal links for self-service subscription management, payment, and invoice downloads. Receive webhook notifications for customer, subscription, invoice, and payment method events.
Common questions about connecting Proabono to AI agents with Metorial.
