Zip

65 tools found.

• Get agreement

  Tool name: get_agreement

  Fetch a single agreement (contract) by GUID.

• Get attachment

  Tool name: get_attachment

  Get a single attachment (document) by GUID.

• Get attachment download URL

  Tool name: get_attachment_download_url

  Get a single-use download URL for the primary (latest) version of an attachment.

• Get cash back

  Tool name: get_cash_back

  Get a single virtual card cash back by GUID.

• Get category

  Tool name: get_category

  Fetch a single taxonomy node (category) by GUID.

• Get change order

  Tool name: get_change_order

  Get a single change order (purchase requisition of type CHANGE_ORDER) by GUID.

• Get context library

  Tool name: get_context_library

  Fetch a single context library entry by GUID, including its latest published version (purpose, instructions, version number).

• Get credit memo

  Tool name: get_credit_memo

  Get a single credit memo by GUID.

• Get currency

  Tool name: get_currency

  Get a single currency by GUID.

• Get department

  Tool name: get_department

  Get a single department by GUID with full details.

• Get expense category

  Tool name: get_expense_category

  Fetch a single expense category by GUID.

• Get field

  Tool name: get_field

  Get a single Zip configurable field (entity attribute config) by GUID.

• Get gl account

  Tool name: get_gl_account

  Get a single GL (general ledger) account by GUID with full details, including subsidiaries and ERP integration data.

• Get invoice

  Tool name: get_invoice

  Fetch a single BILL invoice by GUID.

• Get item account

  Tool name: get_item_account

  Get a single GL item (item_account) by GUID.

• Get item receipt

  Tool name: get_item_receipt

  Get a single item receipt (goods receipt) by GUID with full details: status, receipt number, received date, matched purchase order and vendor, line items, and ERP external data.

• Get location

  Tool name: get_location

  Get a single location by GUID.

• Get options for field

  Tool name: get_options_for_field

  List the available options for a Zip configurable field (entity attribute config).

• Get payment terms

  Tool name: get_payment_terms

  Get a single payment terms entity by GUID.

• Get payout

  Tool name: get_payout

  Get a payout by GUID.

• Get permission group

  Tool name: get_permission_group

  Get a single permission group ('tao_role' under the hood) by GUID.

• Get product

  Tool name: get_product

  Fetch a single product by GUID.

• Get purchase order

  Tool name: get_purchase_order

  Get a single purchase order by GUID.

• Get purchase requisition

  Tool name: get_purchase_requisition

  Get a single purchase requisition by GUID with parity to the REST external API.

• Get purchase requisition audit trail

  Tool name: get_purchase_requisition_audit_trail

  Get the audit trail for a purchase requisition: every recorded state transition (approval, rejection, cancellation, attribute change, etc.) with timestamp, actor, event type, description, and…

• Get queue

  Tool name: get_queue

  Get a single approval queue by GUID with full details: owners, members, default assignee, departments, parent queue (for subqueues), and subqueues (for parent queues).

• Get subsidiary

  Tool name: get_subsidiary

  Get a single subsidiary by GUID with full details.

• Get top up

  Tool name: get_top_up

  Get a single virtual card balance top up by GUID.

• Get transaction

  Tool name: get_transaction

  Fetch a single virtual card transaction by GUID.

• Get user

  Tool name: get_user

  Get a single user by GUID.

• Get vendor

  Tool name: get_vendor

  Get a single vendor by GUID.

• Get vendor item

  Tool name: get_vendor_item

  Fetch a single vendor item by GUID.

• Get vendor item group

  Tool name: get_vendor_item_group

  Fetch a single vendor item group by GUID.

• Get workflow config

  Tool name: get_workflow_config

  Fetch a single approval workflow config by GUID, its complete process-config graph, and the GUID of its editable (draft) version when workflow versioning is enabled.

• Get workflow intake form

  Tool name: get_workflow_intake_form

  Fetch the requester primary intake form (questionnaire) for a workflow config: its sections, questions, question options, and attribute configs.

• List agreements

  Tool name: list_agreements

  List agreements (contracts) for the configured company.

• List approvals

  Tool name: list_approvals

  List approval nodes for the configured company.

• List change orders

  Tool name: list_change_orders

  List submitted change orders (purchase requisitions of type CHANGE_ORDER) for the configured company.

• List context libraries

  Tool name: list_context_libraries

  List context library entries for the configured company.

• List credit memos

  Tool name: list_credit_memos

  List credit memos for the configured company.

• List currencies

  Tool name: list_currencies

  List the supported currencies for the configured company.

• List departments

  Tool name: list_departments

  List active departments for the configured company.

• List expense categories

  Tool name: list_expense_categories

  List expense categories for the configured company.

• List fields

  Tool name: list_fields

  List Zip configurable fields (entity attribute configs) for the configured company.

• List gl accounts

  Tool name: list_gl_accounts

  List GL (general ledger) accounts for the configured company.

• List invoices

  Tool name: list_invoices

  List BILL invoices for the configured company.

• List item accounts

  Tool name: list_item_accounts

  List GL items (item_accounts) for the configured company.

• List item receipts

  Tool name: list_item_receipts

  List item receipts (goods receipts) for the configured company.

• List locations

  Tool name: list_locations

  List locations for the configured company.

• List payment terms

  Tool name: list_payment_terms

  List payment terms for the configured company.

• List payouts

  Tool name: list_payouts

  List payouts for the configured company.

• List permission groups

  Tool name: list_permission_groups

  List visible permission groups ('tao_role' under the hood) for the configured company.

• List primary categories

  Tool name: list_primary_categories

  List the top-level (primary) taxonomy nodes for a company.

• List purchase orders

  Tool name: list_purchase_orders

  List purchase orders for the configured company.

• List purchase requisitions

  Tool name: list_purchase_requisitions

  List purchase requisitions for the configured company.

• List questionnaire responses for requisition

  Tool name: list_questionnaire_responses_for_requisition

  List questionnaire responses attached to a purchase requisition.

• List queues

  Tool name: list_queues

  List active approval queues for the configured company.

• List request workflows

  Tool name: list_request_workflows

  List the company's purchase request approval workflows.

• List subcategories

  Tool name: list_subcategories

  List direct subcategories (one level down, not the full subtree) of a taxonomy node.

• List subsidiaries

  Tool name: list_subsidiaries

  List subsidiaries for the configured company.

• List users

  Tool name: list_users

  List users in the configured company.

• List vendors

  Tool name: list_vendors

  List vendors for the configured company.

• List workflow configs

  Tool name: list_workflow_configs

  List approval workflow configs for the configured company.

• Search catalog

  Tool name: search_catalog

  Search the catalog for vendor items and vendor item groups by free-text query and / or filters.

• Whoami

  Tool name: whoami

  Return the authenticated user's GUID, email, and organization GUID.