Moco

Tool to retrieve a project report with budget, hours, costs, and business indicators. Use when you need financial and time tracking metrics for a specific project after confirming the project ID.

Tool to retrieve a single purchase by ID. Use when you need to get detailed information about a specific purchase including items, payments, and supplier details.

Tool to retrieve purchase budgets for a given fiscal year. Use when you need to check budget allocations, spending status, or remaining funds for purchases.

Retrieves a list of activities (time entries) from MOCO. Activities are time tracking records that log hours worked on projects and tasks. Use this tool to: - Get all time entries within a date range - Find activities by user, project, task, or company - Filter by billing status (billable/non-billable, billed/unbilled) - Search for activities by description, tag, or external reference - Sort results by any field (date, hours, etc.) Returns paginated results with detailed information about each activity including the associated project, task, customer, and user.

Tool to retrieve a list of comments. Use after confirming the resource type and ID.

Tool to retrieve all companies (customers and suppliers). Use when you need to list companies optionally filtered by type, search term, or archived status.

Tool to retrieve a list of contacts. Use when you need to list contacts optionally filtered by tags, term, or phone after confirming criteria.

Retrieves all deal categories configured in MOCO with their IDs, names, probabilities, and timestamps. Deal categories represent stages in a sales pipeline (e.g., "Contact", "Create quote", "Negotiation") and include probability percentages (0-100) indicating the likelihood of winning at each stage. Use this action to: - Get available category IDs for creating or updating deals - Understand the sales pipeline stages configured in the system - View probability percentages associated with each stage No parameters required - returns all categories in the system.

Tool to retrieve a list of all deals (leads). Use when you need an overview of deals filtered by status, tags, date range, or associated company.

Retrieve all user employments from MOCO. Employments define weekly work models (target hours and work patterns) for users. Use to get employment schedules, check user availability, or filter by date range to find active employments during specific periods.

Tool to retrieve a list of all invoices. Use when you need an overview of invoices, optionally filtered by status, date range, or client.

Tool to retrieve a list of all offers. Use when you need an overview of offers filtered by status, date range, or identifiers.

Tool to retrieve a list of all planning entries. Use when you need an overview of planned hours filtered by period, user, or project.

Tool to retrieve all user presences (attendance entries) from MOCO. Use when you need to get work attendance records, track office vs home office days, or filter presence entries by date range or user.

Tool to retrieve all tasks (services) for a project by project ID. Use when you need to see all available tasks within a project for activity tracking, budgeting, or billing purposes.

Tool to retrieve a list of all projects. Use when you need an overview of projects optionally filtered by company, leader, date range, or tags after confirming criteria.

Tool to retrieve all purchases (supplier invoices). Use when you need an overview of expenses, optionally filtered by status, date range, or supplier.

List all users in MOCO with optional filters. Returns user IDs, names, contact info, tags, and status. Useful for getting user/staff IDs for assignments, finding team members by tags, or checking user availability.

Tool to retrieve all fixed costs from the account. Use when you need to view recurring monthly costs like rent, subscriptions, or other fixed expenses. Fixed costs show historical and planned monthly cost data organized by year and month.

Tool to retrieve all recurring additional services entries across all projects in MOCO. Use when you need to view all periodic billing items like hosting, maintenance contracts, or support services globally across the account.

Tool to retrieve a specific item within a catalog service in MOCO. Use when you need to get details about a specific catalog service item by its ID.

Tool to retrieve a single comment by ID. Use when you need to fetch details for a specific comment after confirming the comment ID.

Tool to retrieve detailed information for a specific contact person by ID from MOCO. Use when you need to get full details about a specific contact that you already have the ID for.

Tool to retrieve a single custom property by ID from MOCO. Use when you need to fetch details about a specific custom property after obtaining its ID.

Tool to retrieve a single deal category by ID. Use when you need detailed information about a specific deal category in the MOCO sales pipeline.

Tool to retrieve a single employment (weekly work model) by ID. Use when you need to fetch details for a specific employment after confirming the employment ID.

Tool to retrieve a single holiday entry by ID. Use when you need to fetch details for a specific holiday allocation after confirming the holiday ID.

Tool to retrieve all internal hourly rates from the account. Use when you need to view staff costs, budget planning, or analyze team rates over time. Returns user IDs, names, and their hourly rates organized by year.

Tool to retrieve a single invoice bookkeeping export by ID. Use when you need to get details about a specific bookkeeping export that you already have the ID for.

Tool to retrieve all invoice bookkeeping exports. Use when you need to view existing invoice bookkeeping exports for accounting purposes.

Tool to retrieve all expenses that were invoiced in a particular invoice. Use when you need to see which expense items are associated with a specific invoice.

Tool to retrieve a single invoice payment by ID. Use when you need to fetch details for a specific payment record after confirming the payment ID.

Tool to retrieve all invoice payments. Use when you need to view payment records, optionally filtered by invoice or date range.

Tool to retrieve a single invoice reminder by ID. Use when you need to fetch details for a specific invoice reminder after confirming the reminder ID.

Tool to retrieve all invoice reminders. Use when you need to view reminders, optionally filtered by invoice ID or date range.

Tool to retrieve a time sheet for a particular invoice, i.e. all activities that were invoiced. Use when you need to see the detailed list of activities billed in a specific invoice.

Tool to retrieve all locked invoices. Use when you need to access invoices that have been finalized and locked for editing, optionally filtered by status, date range, or identifier.

Tool to retrieve customer approval status and URL for an offer. Use when you need to check if customer approval is activated and get approval URLs for an offer.

Tool to retrieve a single offer document as PDF. Use when you need to download an offer in PDF format for sharing or archiving.

Tool to retrieve a single presence entry by ID. Use when you need to fetch details for a specific work time tracking record after confirming the presence ID.

Tool to retrieve the current authenticated user's profile. Use when you need to get information about the API key owner or impersonated user.

Tool to retrieve a single staff assignment (contract) on a project. Use when you need details about a specific person's assignment to a project, including their billable status, budget, and hourly rate.

Tool to retrieve all additional services (expenses) for a project. Use when you need to view project costs, track billable expenses, or analyze project spending.

Tool to retrieve a single payment schedule entry for a project by its ID. Use when you need detailed information about a specific payment schedule milestone.

Tool to retrieve all payment schedules for a specific project by its ID. Use when you need to view scheduled payment milestones for a particular project, optionally filtered by date range or checked status.

Tool to retrieve a single task on a project by project ID and task ID. Use when you need detailed information about a specific task within a project, including billing rates, budget allocation, and revenue categorization.

Tool to retrieve all payment schedules for fixed price projects. Use when you need an overview of payment schedules, optionally filtered by date range, project, or company.

Tool to retrieve a single purchase bookkeeping export by ID. Use when you need to fetch details for a specific bookkeeping export after confirming the export ID.

Tool to retrieve all purchase bookkeeping exports. Use when you need to view existing purchase bookkeeping exports for accounting purposes.

Tool to retrieve a single purchase payment by ID. Use when you need to fetch details for a specific purchase payment after confirming the payment ID.

Tool to retrieve all purchase payments. Use when you need an overview of payments made for purchases, optionally filtered by purchase ID or date range.

Tool to retrieve a single receipt by ID from MOCO. Use when you need to fetch complete details for a specific receipt including items, VAT information, project association, and refund status.

Retrieves a list of receipts (expense receipts) from MOCO. Receipts are records of expenses that can be allocated to projects and submitted for refund requests. Use this tool to: - Get all receipts within a date range - Find receipts by user, project, or purchase category - Filter by refund request submission status - Search for receipts by refund request ID Returns a list with detailed information about each receipt including the associated project, items with VAT details, refund request status, and user information.

Tool to retrieve absence report showing employee absences by type and date range. Returns vacation days (total, used, planned) and sick days per user for the specified period.

Tool to retrieve a single planning entry (schedule) by ID. Use when you need to fetch details for a specific schedule entry.

Tool to retrieve a single additional service (expense) for a project. Use when you need detailed information about a specific project expense entry.

Tool to retrieve a single tag by ID. Use when you need to fetch details for a specific tag after confirming the tag ID.

Tool to retrieve the list of tags associated with an entity. Use when you need to fetch tags for a Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User.

Tool to retrieve the list of tags from MOCO. Tags are reusable labels for categorizing entities like projects, deals, companies, contacts, invoices, offers, purchases, and users. Use this tool to: - Get all available tags across all entity types - Filter tags by specific entity context (e.g., only Project tags) - Find tags for tagging/categorizing records

Tool to retrieve a single task template by ID. Use when you need to fetch details for a specific task template after confirming the template ID.

Tool to retrieve a single unit/team by ID from MOCO. Use when you need to fetch details for a specific team/organizational unit including its name and assigned staff members.

Tool to retrieve detailed information for a specific user/staff member by ID. Returns complete user profile including contact info, status, role, unit, tags, and custom properties. Use when you need details about a specific team member after obtaining their ID (e.g., from MOCO_USERS_LIST).

Tool to retrieve a user's performance report comparing tracked hours vs target hours. Returns annual summary and monthly breakdown showing variations between actual tracked hours and expected target hours. Use when you need to analyze work performance, track hour completion, or identify under/over-worked periods.

Tool to retrieve the utilization report from MOCO. The utilization report shows how employees spend their time, breaking down billable versus unbillable hours for each user across a date range. Use this tool to: - Analyze team utilization and productivity over a period - Calculate billable vs. unbillable time ratios for employees - Identify under-utilized or over-worked team members - Generate reports for resource planning and capacity management - Track how much time is being charged to clients versus internal work Both from_date and to_date parameters are required to define the reporting period.

Tool to retrieve a single VAT code for purchases by ID from MOCO. Use when you need to fetch details about a specific VAT code purchase configuration, including tax rate, reverse charge settings, and intra-EU status.

Tool to retrieve the list of purchase VAT codes. Use when you need to fetch available VAT codes for purchases, check tax rates, or filter by reverse charge or intra-EU status.

Tool to retrieve a single VAT code for sales by ID from MOCO. Use when you need to fetch details about a specific VAT code sales configuration, including tax rate, reverse charge settings, intra-EU status, and tax exemption notices.

Tool to retrieve the list of sale VAT codes from MOCO. Use when you need VAT/tax code information for sales transactions, including tax rates, active status, and exemption notices.

Tool to retrieve a single work time adjustment by ID. Use when you need to fetch details for a specific work time adjustment after confirming the adjustment ID.

Tool to retrieve all project expenses across all projects. Use when you need to analyze expenses company-wide, generate expense reports, or track spending across multiple projects.

Tool to retrieve all projects assigned to the authenticated user. Use when you need to see which projects the current user is assigned to, optionally filtered by active status.

List all catalog services (Leistungskatalog) from the account. Returns an array of services with nested items including pricing, quantities, and revenue categories. Use when you need to retrieve predefined service templates or catalog offerings.

Tool to retrieve all custom properties from MOCO. Use when you need to get the list of available custom fields configured for different entity types (e.g., Projects, Deals, Companies).

Tool to retrieve all expense templates from MOCO. Use when you need to view available expense templates for creating project expenses or generating invoices.

Tool to retrieve all user holidays/vacation entries from MOCO. Use when you need to list holiday allocations, check vacation entitlements, or filter holidays by year or user.

Tool to retrieve all hourly rates from MOCO. Use when you need to get default rates, task-specific rates, or user-specific rates. Can optionally filter by company to get customer-specific rates.

Tool to retrieve all attachments for an invoice. Use when you need to see files attached to a specific invoice.

Tool to retrieve all attachments for a specific offer. Use when you need to view or list all files attached to an offer.

Tool to retrieve all contracts (assigned staff) for a project. Use when you need to see which staff members are assigned to a specific project and their billing details.

Retrieve all project groups from MOCO. Use when you need to view grouped projects, analyze project portfolios by company or user, or get aggregated budget information across multiple projects.

Retrieves all purchase categories configured in MOCO with their IDs, names, account codes, and status. Purchase categories are used to classify expenses and purchases in the system (e.g., "Travel expenses", "Office supplies"). Each category includes an associated credit account code for bookkeeping. Use this action to: - Get available category IDs for creating or categorizing purchases - View all expense categories configured in the system - Check which categories are active or inactive

Tool to retrieve all purchase drafts (German: Ausgaben – Entwürfe). Use when you need to view all draft purchases that have been created but not yet finalized.

Tool to retrieve all absences (schedules) from MOCO. Schedules track employee time off including holidays, sick days, and other absences. Use when you need to view team availability, check planned absences, or track vacation days.

Tool to retrieve all task templates from MOCO. Use when you need to get available task templates for creating project tasks or understanding task categories.

Tool to retrieve all units/teams in MOCO. Use when you need to list organizational units/teams or find unit IDs for assignments.

Tool to retrieve all user permission roles in MOCO. Returns role IDs, names, and permission settings for various modules. Use when you need to check available roles for user assignment or review permission configurations.

Tool to retrieve all user work time adjustments from MOCO. Use when you need to view hours added or subtracted from users' work time balances (e.g., overtime compensation, vacation corrections).

Tool to create a new task (service) for a project in MOCO. Use when you need to add a billable or non-billable task to an existing project.

Tool to create a new purchase. Use when you need to log an expense record after gathering date, items, and payment info.

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 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 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.

Tool to create a new comment on a MOCO resource. Use when you need to add a comment to a project, deal, contact, or other supported entity.

Tool to create multiple comments in bulk for MOCO objects. Use when you need to add the same comment to multiple objects of the same type efficiently.

Creates a new deal category in MOCO with a name and probability percentage. Deal categories represent stages in a sales pipeline (e.g., "Contact", "Negotiation", "Closed Won") and include probability percentages (0-100) indicating the likelihood of winning at each stage. Use this action to add new stages to your sales pipeline.

Create a new employment (weekly work model) for a user in MOCO. Define work hours distribution across weekdays using 'am' and 'pm' arrays.

Tool to create a new expense template in MOCO. Use when you need to set up reusable expense items with predefined pricing and cost information.

Create a new holiday entry for a user in MOCO. Use this to allocate annual leave days, vacation allowances, or other holiday entitlements for specific users and years.

Tool to create a new invoice bookkeeping export. Use when you need to export invoice data for accounting purposes.

Tool to create multiple invoice payments in bulk. Use when you need to record multiple payments at once across different invoices.

Tool to create a new invoice reminder for an existing invoice. Use when you need to send a payment reminder to a customer for an overdue invoice.

Tool to upload an attachment to an offer. Use when you need to attach a document to an existing offer after obtaining the offer ID and file content.

Tool to create a new contract (assign staff) for a project in MOCO. Use when you need to assign a staff member to a project with specific billing parameters.

Tool to create multiple project expense entries in bulk. Use when you need to add several additional services or expense items to a project at once.

Tool to create a payment schedule entry for a project. Use when you need to add a scheduled payment milestone to an existing project.

Tool to create a new purchase bookkeeping export. Use when you need to export purchases for bookkeeping or DATEV submission.

Tool to create a new purchase payment. Use when you need to record a payment made for a purchase or create a standalone payment entry with a description.

Tool to create multiple purchase payments in bulk. Use when you need to record multiple payments at once for efficiency.

Tool to create a new receipt. Use when you need to record an expense receipt after gathering date, title, currency, and items.

Tool to create a recurring additional services entry on a project in MOCO. Use when you need to set up periodic billing for services like hosting, maintenance, or support contracts.

Tool to create a planning entry (absence/schedule). Use when you need to record absences such as holidays, sick days, or other time off. If user_id is not supplied, the entry is created for the authenticated user.

Tool to create a new tag in MOCO. Use when you need to create a reusable label for categorizing entities like projects, deals, companies, etc.

Tool to create a new task template in MOCO. Use when you need to define a reusable task template for projects.

Tool to create a new unit/team in MOCO. Use when you need to provision a new organizational unit.

Tool to create a new staff member/user in MOCO. Use when you need to add a new employee or team member to the system. Requires firstname, lastname, email, and unit_id (team assignment). Optionally set password, role permissions, language preference, contact details, and whether to send a welcome email.

Tool to create a presence entry (work time tracking) in MOCO. Use when you need to record work hours or home office days. The presence is created for the user that the API key belongs to.

Tool to create a new work time adjustment in MOCO. Use when you need to add or subtract hours from a user's work time balance (e.g., overtime compensation, vacation corrections).

Tool to send an invoice by email. Use when you need to email an invoice to a customer with custom subject and message.

Tool to send an invoice reminder by email. Use when you need to email a payment reminder to a customer for an overdue invoice.

Tool to send an offer by email to specified recipients. Use when you need to email an offer to clients or contacts with custom subject and message.

Tool to manually trigger the creation of an expense entry for an active recurring expense ahead of its automatic schedule. Use when you need to create the next expense entry immediately rather than waiting for the scheduled recurrence date.

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 mark project expense entries as already billed. Use when you need to disregard specific expenses from billing because they were courtesy services or handled outside the normal billing process.

Tool to partially update taggings by adding new tags to an entity without removing existing tags. Use when you need to append tags to a Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User while preserving existing tags.

Tool to activate project report sharing and get a shareable URL. Use when you need to enable public access to a project's report.

Tool to start or continue a timer on an activity. Use when you need to track time on a specific activity in real-time. The activity must be from the current day, and only one timer can be running at a time per user.

Tool to stop a timer running on an activity. Use when you need to end time tracking for a currently running activity timer.

Tool to toggle user presence (clock in/out) in MOCO. First call creates a new presence starting from current time, second call closes the previous open presence. Use when implementing a clock system or time tracking system.

Tool to reactivate an archived project. Use when you need to restore a previously archived project to active status.

Tool to unassign a project from its project group. Use when you need to remove a project's association with its current project group.

Tool to update a catalog service. Use when you need to modify the title of an existing catalog service entry. Note: Items cannot be updated via this endpoint; use separate item endpoints.

Tool to update a custom property in MOCO. Use when you need to modify name, placeholder, print settings, or notification options for an existing custom property. Note: kind and entity fields cannot be changed.

Tool to update internal hourly rates for one or more users for a specific year. Use when you need to set or modify staff cost rates for budgeting and financial planning purposes.

Tool to update an existing item within a catalog service in MOCO. Use when you need to modify details of a catalog service item such as title, quantity, or pricing.

Tool to update an existing comment on a MOCO resource. Use when you need to modify the text or attachment of a manually created comment.

Tool to update an existing contact person in MOCO. Use when you need to modify one or more fields of a contact after retrieving its details.

Tool to update an existing deal category in MOCO. Use when you need to modify the name or probability of a deal category.

Tool to update an existing expense template in MOCO. Use when you need to modify pricing, description, or other details of a reusable expense item.

Tool to update an existing holiday entry in MOCO. Use this to modify annual leave days, vacation allowances, or other holiday entitlements for specific users and years.

Tool to update the status of an offer. Use when you need to change an offer's status (e.g., from created to sent, or sent to accepted).

Tool to update an existing planning entry. Use when you need to modify hours, dates, or other details of a planning allocation after confirming the entry exists.

Tool to update a presence entry (work time tracking) in MOCO. Use when you need to modify existing work hours, dates, or home office status for a specific presence record.

Tool to update a staff assignment to a project. Use when you need to modify budget, hourly rate, or active/billable status of an existing assignment.

Tool to update an additional services entry (expense) on a project. Use when you need to modify existing project expenses like hosting costs or external services. Updates are only possible for expenses that have not yet been billed.

Tool to update a payment schedule entry for a project. Use when you need to modify an existing scheduled payment milestone for a project.

Tool to update a recurring additional services entry on a project. Use when you need to modify details of an existing recurring expense after confirming both the project ID and recurring expense ID. Note: start_date and period cannot be modified after creation.

Tool to update or store a purchase document. Use when you need to attach a document file to an existing purchase or replace an existing document. The file is uploaded using multipart/form-data format.

Tool to update an existing receipt. Use when you need to modify receipt details such as title, currency, or line items after confirming the receipt exists.

Tool to update a planning entry (absence/schedule). Use when you need to modify existing absences such as holidays, sick days, or other time off.

Tool to update an existing tag in MOCO. Use when you need to change a tag's name or color.

Tool to replace all tags associated with an entity. Use when you need to set the complete tag list for a Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User. This operation replaces all existing tags with the provided list.

Tool to update an existing task template in MOCO. Use when you need to modify the properties of an existing task template.

Tool to update an existing unit/team. Use when you need to modify unit details after confirming the unit ID.

Tool to update a user employment record. Use when you need to modify work hours patterns, employment dates, or user assignment for an existing employment.

Tool to update an existing work time adjustment in MOCO. Use when you need to modify details of a previously created work time adjustment (e.g., changing hours, description, or date).

Tool to delete a contact person in MOCO. Use when you need to remove a contact person from the system after confirming they are no longer needed.

Tool to delete a deal category. Use when you need to remove an unused or obsolete deal category from MOCO. Note: deletion will fail with 403 Forbidden if the category is still in use by any deals.

Tool to delete an employment (weekly work model) for a user. Use when you need to remove an employment record after confirming it is no longer needed.

Tool to delete an expense template. Use when you need to remove an expense template from MOCO after confirming it is no longer needed.

Tool to delete an invoice payment. Use when you need to remove an invoice payment record from MOCO.

Tool to remove an attachment from an offer. Use when you need to delete a specific attachment by its ID from a given offer.

Tool to delete a presence entry. Use when you need to remove a specific presence record from the system. Example: "Delete the presence entry with id 22018495."

Tool to delete an additional services entry on a project. Use when you need to remove an expense that has not yet been billed. Deletion is only possible for unbilled expenses.

Tool to delete a payment schedule from a project. Use when you need to remove a scheduled payment milestone from an existing project.

Tool to delete a recurring expense from a project. Use when you need to remove a periodic billing entry for services like hosting or maintenance contracts.

Tool to delete a staff assignment (contract) from a project. Use when removing a staff member from a project. Note: deletion is only possible if no hours have been tracked by this person.

Tool to delete a specific task from a project. Deletion is only possible if no hours were tracked on the task. Use when you need to remove a single task that has no time entries.

Tool to delete a purchase. Use when you need to remove a purchase record that is in 'pending' status and has no registered payments.

Tool to delete a purchase payment. Use when you need to remove a payment record from a purchase.

Tool to delete a schedule entry (absence). Use when you need to remove a scheduled absence such as holidays, sick days, or other time off entries that are no longer needed.

Tool to delete a tag in MOCO. Use when you need to remove a tag and optionally merge it with another tag.

Tool to selectively remove tags from an entity. Use when you need to remove specific tags from a Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User.

Tool to delete a user from MOCO. Use when you need to permanently remove a user account that has no billed hours. Users with billed hours cannot be deleted and must be archived instead by updating them with active=false.

Tool to deactivate project report sharing. Use when you need to disable public access to a project's report by removing the sharing URL.