Moco
Business management platform for activities, time entries, offers, projects, purchases, expenses, and customer invoicing.
Built for agencies that log time activities, build offers and link them to projects, track purchases and expenses, and approve customer documents.
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Example Use Cases
These are example ways Snow can use Moco when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.
Tool to activate customer approval on an offer to generate the offer_document_url. Use when you need to create a shareable PDF link for customer approval.
Tool to add a PDF attachment to an existing invoice. Use when you need to attach supporting documents or files to an invoice record.
Tool to archive a project in MOCO. Use when you need to archive a project without deleting it.
Tool to assign an offer to a project, company, or deal. Use when you need to link an existing offer with a project (creating project from offer), associate it with a company, or link it to a deal.
Tool to assign a purchase item to a project by creating or linking to an expense. Use when you need to associate a purchase line item with a specific project for billing and budget tracking.
Tool to create a catalog service including its items. Use when you need to create a catalog service with pricing items. Note: Items cannot be updated through this endpoint - use separate item-specific endpoints for modifications.
Tool to create a new custom property in MOCO. Use when you need to define a new custom field for entities like Deals, Projects, or Customers. Custom properties can be of various types (String, Textarea, Link, Boolean, Select, MultiSelect, Date) and can be configured to appear on documents or trigger notifications.
Tool to bulk create multiple activities (time entries) at once in MOCO. Activities are time tracking records that log hours worked on projects and tasks. Use this tool to: - Create multiple time entries in a single API call for efficiency - Import time logs from external systems in bulk - Backfill historical time tracking data - Log multiple activities for the same or different projects/tasks at once More efficient than calling activity create endpoint multiple times. All activities must have valid date, project_id, and task_id. Returns all created activities with their generated IDs.
Tool to create a new activity (time tracking entry) in MOCO. Use when you need to record time spent on a project task. Activities are created for the user that the API key belongs to.
Tool to create a new item within a catalog service in MOCO. Use when you need to add items like consulting services, products, or other billable items to a service catalog.