Create Invoice
Creates a new invoice or receipt in Elorus. Invoices are automatically saved as drafts by default and use the 'initial' calculation mode (amounts specified before taxes). Required: issue_date, currency_id (currency code like 'INR', 'EUR', 'USD'), client_id (from contacts), kind ('invoice' or 'receipt'), series_id (document type ID), and at least one line item. Use ELORUS_GET_CONTACTS to obtain valid client_id values, and check existing invoices for valid currency codes and series_id (documenttype) values in your organization.
CREATE_PRODUCT
Create a new product or service in Elorus. Use this to add items to your product catalog with pricing, tax settings, and inventory management options.
Email Invoice
Tool to email an existing invoice to specified contacts. Use after generating an invoice and obtaining contact IDs.
Get Bills
Retrieve a paginated list of bills (expenses/purchases) from Elorus. Supports filtering by supplier, date range, status, and text search. Use this to view and manage bills created in your organization.
Get Contacts
Tool to retrieve a list of contacts. Use after authentication to fetch contacts in batches. Example: 'List page 2 of active company contacts sorted by name.'
Get Credit Notes
Tool to retrieve a list of credit notes. Use when you need to fetch credit notes filtered by page, contact, date range, or currency.
Get Email Templates
Tool to retrieve a list of email templates. Use when you need to fetch and page through existing templates in the organization.
Get Estimates
Tool to retrieve a list of estimates. Use when you need to list estimates with pagination after creation.
Get Invoices
Retrieves a paginated list of invoices from Elorus with flexible filtering options. Use this tool to: - List all invoices or filter by client, status, date ranges, currency, or tags - Paginate through large invoice lists - Sort invoices by various fields - Search for specific invoice numbers The response includes invoice summaries with key details like client name, amounts, dates, and status, making it suitable for dashboard views, reports, and bulk operations.
Get Products
Tool to retrieve a list of products/services with optional filtering, sorting, and pagination. Use when you need to fetch products for reports, UI lists, or inventory management.
Get Taxes
Tool to retrieve a list of taxes. Use after authentication to list taxes with optional filters.
Get Templates
Retrieves document templates used for formatting invoices, estimates, credit notes, and other business documents in Elorus. Templates define the visual layout, language, company branding, and default terms/notes for generated documents. Use this to list available templates, identify the default template, or get template IDs for document creation.
Update Contact
Update an existing contact in Elorus by ID. Allows modifying contact details such as name, company, addresses, and communication preferences. Use this tool when you need to: - Update contact information (name, company, VAT number) - Modify contact addresses, emails, or phone numbers - Change contact type (client/supplier status) - Update language or currency preferences Note: At least one of first_name, last_name, or company must be provided in the update.
