AI agents for Fishbowl

Run a SQL query

Runs a read-only SELECT against the Fishbowl database, the way the Data module's queries do, like SELECT id, num, statusId, customerId, dateIssued FROM so WHERE statusId = 20 (open sales orders).

Find parts

Finds parts by number, description, UPC, type (Inventory, Service, Labor, Overhead, Non-Inventory, Internal Use, Capital Equipment, Shipping), ABC code, vendor, or product number.

Check inventory

Reads on-hand inventory per part, by part number or description, a location or location group, or ABC code; parts with nothing on hand are left out unless asked.

Get a product's best price

Works out a product's best unit price for a customer, quantity and date under the pricing rules, optionally listing the rules that applied.

Find purchase orders

Finds purchase orders by number, status (All, All Open, Bid Request, Pending Approval, Issued, Picking, Partial, Picked, Shipped, Fulfilled, Closed Short, Void, Historical), vendor, part.

Read a purchase order

Reads one purchase order by its ID.

Find manufacture orders

Finds manufacture orders by number, status (All, All Open, Entered, Issued, Partial, Fulfilled, Closed Short, Void), BOM number, linked sales order number, location group or a scheduled-date range.

Read a manufacture order

Reads one manufacture order by its ID.

Find vendors

Finds vendors by name, account number, city, state or country, active only by default.

List location groups

Lists location groups (sites or warehouses), by name, active only by default.

Add a memo

Adds a memo (a dated note signed by the API user) to a purchase order or a manufacture order by its ID, like "Vendor confirmed ship date Nov 3".

Import records

Runs one of Fishbowl's CSV imports with the rows as JSON.