Altoviz AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Altoviz MCP or direct API to generate invoices, process payments, track expenses, and manage billing documents through natural language.
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Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management.
▪ Tools & Triggers
Supported Tools and Triggers
Every Altoviz action and event your agent gets out of the box.
Create Contact
Creates a new contact in the Altoviz system. Use when you need to add a new contact with details like name, email, phone, and company information.
Create Customer
Creates a new customer in Altoviz. Use type='Company' for business customers (requires companyName) or type='Individual' for personal customers (typically uses firstName/lastName).
Create Customer Family
Creates a new customer family in Altoviz for categorizing and organizing customers into groups. Use when you need to create customer segments or categories for better organization.
Create Product
Creates a new product in the Altoviz system. This tool allows for the independent creation of a product with all necessary details.
Create Product Family
Tool to create a new product family in Altoviz. Use when you need to organize products into categories or families for better inventory management.
Create Receipt
Creates a new receipt in the Altoviz system to record customer payments. Use when you need to document received payments and optionally link them to invoices or other documents.
Create Sale Credit
Creates a new draft credit note (avoir) in Altoviz. Credit notes are used to cancel or refund invoices. The credit note is created in draft status and can be modified before being finalized.
Create Sale Invoice
Creates a new draft sale invoice in Altoviz. The invoice is created in draft status and can be modified before being finalized. Use when you need to generate an invoice for a customer with line items.
Delete Colleague
Tool to delete a colleague from Altoviz. Use when you need to permanently remove a colleague from the system.
Delete Customer
Tool to delete a customer from Altoviz. Use when you need to permanently remove a customer record from the system. Use ALTOVIZ_FIND_CUSTOMER first to look up customer IDs by email address if needed.
Delete Customer Family
Tool to delete a customer family from Altoviz. Use when you need to permanently remove a customer family from the system.
Delete Product
This tool allows you to delete an existing product from Altoviz. The action permanently removes the product from the system.
Delete Product Family
Tool to delete a product family from Altoviz. Use when you need to permanently remove a product family from the system.
Delete Receipt
Tool to delete a receipt from Altoviz. Use when you need to permanently remove a receipt from the system.
Delete Draft Sale Credit
Tool to delete a draft credit from Altoviz. Use when you need to permanently remove a draft credit. Only draft credits can be deleted; finalized credits cannot be removed.
Delete Sale Invoice
Tool to delete a draft sale invoice from Altoviz. Use when you need to permanently remove a draft invoice from the system. Only draft invoices can be deleted; finalized invoices cannot be deleted.
Delete Sale Quote
Tool to delete a sale quote from Altoviz. Use when you need to permanently remove a quote from the system.
Delete Supplier
Tool to delete a supplier from Altoviz. Use when you need to permanently remove a supplier record from the system.
Download Purchase Invoice
Tool to download a purchase invoice as a PDF file from Altoviz. Use when you need to retrieve the PDF document of a specific purchase invoice.
Download Sale Credit PDF
Tool to download a sale credit as a PDF file from Altoviz. Use when you need to retrieve the PDF version of a specific sale credit document.
Download Sale Invoice PDF
Tool to download a sale invoice as a PDF file from Altoviz. Use when you need to retrieve the PDF document of a specific sale invoice.
Find Contact by Email
This tool allows searching for contacts in Altoviz using an email address. The action is independently executable and returns contact details if found.
Find Customer by Email
This tool allows you to find a customer in Altoviz by their email address. This is a standalone action that doesn't require any resource IDs or dependencies on other tools.
Find Product by Number
Search for a product in Altoviz by its product number/SKU. Returns the first matching product with complete details including name, description, pricing, VAT, unit of measurement, and more. Returns null if no product matches. Use cases: - Look up a specific product by its SKU before creating an invoice - Verify a product exists before referencing it in orders - Retrieve product pricing and tax information
Find Product by Number or Internal ID
Tool to find a product in Altoviz by exact product number or internal ID. Use when you need to look up a product by either its product number/SKU or your internal system ID. At least one of the parameters must be provided.
Find Receipt by Internal ID
Tool to find receipts in Altoviz by customer internal ID. Returns a list of receipts associated with the specified internal ID. If no internal ID is provided, may return all receipts. Use when you need to search for receipts by customer identifier.
Find Sale Credits
Tool to find sale credits in Altoviz. Use when you need to search for or retrieve credit notes. Can filter by internal ID or return all credits if no filter is provided.
Find Sale Invoices
Tool to find sale invoices in Altoviz. Use when you need to search for or retrieve invoices. Can filter by internal ID or return all invoices if no filter is provided.
Find Sale Quotes
Tool to find sale quotes in Altoviz. Use when you need to search for or retrieve quotations. Can filter by internal ID or return all quotes if no filter is provided.
Get Classifications List
This tool retrieves a list of classifications from the Altoviz platform. Classifications are essential for producing accounting registers from user-created invoices. It can fetch all classifications or filter them by type.
Get Colleague by ID
Tool to retrieve a colleague's details from Altoviz by their ID. Use this when you need to fetch information about a specific colleague including their contact information, partner status, and metadata.
Get Contact by ID
Tool to retrieve a contact by its unique ID from Altoviz. Use when you need to fetch detailed information about a specific contact.
Get Current User
Tool to retrieve the current authenticated user's information from Altoviz. Use when you need to get details about the currently authenticated user.
Get Customer by ID
Tool to retrieve a customer by their ID from Altoviz. Use when you need detailed information about a specific customer.
Get Customer by Internal ID
Tool to retrieve a single customer from Altoviz by their internal ID. Use when you need to fetch detailed information about a specific customer using their internal identifier.
Get Customer Contacts
Tool to retrieve all contacts associated with a specific customer in Altoviz. Use when you need to get contact information for a customer using their customer ID.
Get Customer Family
Tool to retrieve a customer family by ID from Altoviz. Use when you need to fetch details of a specific customer family.
Get Product by ID
Tool to retrieve a product by its unique ID in Altoviz. Use when you need complete details about a specific product including pricing, VAT, units, and inventory information.
Get Product Family by ID
Tool to retrieve a specific product family by its ID from Altoviz. Use when you need to fetch details about a product category or family grouping.
Get Receipt by ID
Tool to retrieve a receipt by its ID from Altoviz. Use when you need to fetch details of a specific receipt including amount, payment method, status, and customer information.
Get Sale Credit by ID
Tool to retrieve a sale credit by its ID from Altoviz. Use when you need to get detailed information about a specific credit.
Get Sale Invoice by ID
Tool to retrieve a sale invoice by its ID from Altoviz. Use when you need to get detailed information about a specific invoice.
Get Settings
Tool to retrieve application settings from Altoviz. Use when you need to access configuration for accounting, company information, emailing, sales, social media, or VAT settings.
Get Supplier by ID
Tool to retrieve a supplier by their ID from Altoviz. Use when you need detailed information about a specific supplier.
Get Supplier Contacts
Tool to retrieve all contacts associated with a specific supplier in Altoviz. Use when you need to get contact information for a supplier using their supplier ID.
Get Units List
This tool retrieves a list of all available units in the Altoviz system. Units are used for product measurements and quantity specifications in various transactions.
Get VAT Rates
This tool retrieves a list of all available VAT rates from Altoviz. It's essential for creating and managing invoices and quotes where VAT calculations are required. It supports retrieving VAT rates, validating them for different regions, and ensuring correct tax calculations in financial documents.
List Colleagues
Retrieves a list of colleagues from Altoviz. Supports pagination, sorting, and full-text search. Use this to discover available colleagues, search for specific team members, or list all colleagues in the system.
List Contacts
Tool to retrieve a list of contacts from Altoviz with optional filtering and pagination. Use when you need to browse or search through available contacts.
List Customer Families
Tool to list customer families from Altoviz. Use when you need to retrieve or search through customer family groups. Supports pagination and full-text search to filter results.
List Customers
Tool to retrieve a paginated list of customers from Altoviz. Use when you need to browse all customers, search for customers by name/email/company, or fetch multiple customers at once. Supports pagination, sorting, and full-text search across customer fields.
List Product Families
Tool to retrieve a list of product families from Altoviz. Use when you need to browse available product families, search for specific families, or get family information for product categorization.
List Receipts
Tool to retrieve a list of receipts from Altoviz. Use this when you need to view, search, or filter receipts by pagination, ordering, or full-text search.
List Sale Credits
Tool to retrieve a list of sale credits from Altoviz. Use when you need to view credit notes issued to customers, filter by date range, or find credits for a specific customer. Supports pagination and sorting for efficient data retrieval.
List Sale Invoices
Tool to retrieve a list of sale invoices from Altoviz. Use when you need to view invoices issued to customers, filter by date range, status, or find invoices for a specific customer. Supports pagination, sorting, and status filtering for efficient data retrieval.
List Sale Quotes
Tool to retrieve a list of sale quotes from Altoviz. Use when you need to view quotes issued to customers, filter by date range, or find quotes for a specific customer. Supports pagination and sorting for efficient data retrieval.
List Suppliers
Tool to retrieve a paginated list of suppliers from Altoviz. Use when you need to browse all suppliers, search for suppliers by name/email/company, or fetch multiple suppliers at once. Supports pagination, sorting, and full-text search across supplier fields.
List Webhooks
Tool to retrieve all configured webhooks from Altoviz. Use when you need to view all webhook configurations, including their URLs, event types, and authentication details.
Register Webhook
Tool to register a new webhook in Altoviz. Use when you need to receive real-time notifications for events like customer creation, invoice updates, or product changes.
Test API Key
Tool to test API key validity and retrieve basic account information. Use this action to verify that the API key is working correctly and to get basic information about the authenticated account.
Unregister Webhook
Tool to unregister a webhook from Altoviz. Use when you need to remove a webhook configuration. Either webhook ID or URL must be provided to identify which webhook to unregister.
Update Colleague Information
Updates an existing colleague's information in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Use this action to modify colleague details such as contact information, partner status, and associated metadata.
Update Customer Information
Updates an existing customer's information in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Important: For Individual customers, you must provide either last_name or company_name. Setting company_name will change the customer type to Company. Use ALTOVIZ_FIND_CUSTOMER first to look up customer IDs by email address.
Update Receipt
Updates an existing receipt in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Use this to modify receipt details such as amount, date, payment method, status, or notes.
Update Sale Credit
Tool to update a draft credit note in Altoviz. Use when you need to modify an existing draft credit. Only draft credits can be updated; finalized credits cannot be modified.
Update Supplier Information
Updates an existing supplier's information in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Use this when you need to modify supplier details such as contact information, address, payment terms, or internal notes.
Upload Purchase Invoice
Tool to upload and create a new purchase invoice from a file (PDF or image format). Use when you need to create a purchase invoice by uploading a document.
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