AI agents for Unleashed

Find customers

Finds customers by a text in their code or name (case-sensitive), a code or name they start with, a contact email they start with, or changed since a date.

Read a customer

Reads one customer by its Guid, with its code, name, primary contact.

Find products

Finds products by a text in their code or description, a code or description they start with, a product group, or changed since a date.

Read a product

Reads one product by its Guid, with its code, description, group, unit of measure, prices.

Check stock on hand

Reads stock on hand per product and warehouse, for some products (their Guids), one warehouse (code or name), as at a date, or changed since a date.

Find sales orders

Lists sales orders, last changed first, by status (Parked, Placed, Backordered, Completed, Deleted; several comma-separated), a customer code it starts with or customer Guid, order number, warehouse.

Read a sales order

Reads one sales order by its Guid.

Find sales invoices

Lists sales invoices, last changed first, by status (several comma-separated, like Completed,Parked), customer code, invoice or sales order number, whether paid, a date range or changed since a date.

Find purchase orders

Lists purchase orders by status (Parked, Placed, Costed, Receipted, Complete, Deleted), a supplier code it starts with, order number, warehouse, an order-date range or changed since a date.

Read a purchase order

Reads one purchase order by its Guid.

List warehouses

Lists the account's warehouses.

Create a customer

Creates a customer with a unique code and a name, and optionally a primary contact (first and last name, email), phone.