Available tools

Tools are named resource_action — for example document_list, customer_create, company_select. You rarely call them by name: you ask the assistant in plain language and it picks the right tool. This page documents what each tool does and the behaviors worth knowing.

Companies

Tool	What it does
`company_list`	List the companies your account can access.
`company_select`	Choose the company all other tools operate on.

All other tools operate on the selected company. See Connecting a client.

Customers & products

Tool	What it does
`customer_list`	Search / list customers.
`customer_get`	Read a single customer.
`customer_create`	Create a customer. Requires confirmation (see below).
`product_list`	Search / list products.
`product_get`	Read a single product.
`product_create`	Create a product. Requires confirmation (see below).
`product_category_list`	List product categories.

Documents

Tool	What it does
`document_list`	List documents. Supports filtering by `type` and `pending:true` (issued but unpaid).
`document_get`	Read a single document.
`document_create`	Create a draft document of any type.
`document_send_email`	Email a document to the customer.

Reference data & analysis

Tool	What it does
`tax_list`	List taxes.
`payment_method_list`	List payment methods.
`stock_list`	List stock levels.
`sales_analysis`	Sales analysis.

Behaviors to know

Documents are always created as drafts

document_create handles every document type (invoice, invoice-receipt, credit note, estimate, …) through a single type parameter. It always inserts an unissued draft — never a finalized document. This is why it is safe and needs no confirmation step. Each create returns a direct link into Moloni ON, where you review the draft and close/issue it yourself.

Sensible defaults are filled in for you (document set, line taxes, payment method) from the company's configuration, so a simple invoice usually needs only a customer and product lines.

Creating customers and products asks first

customer_create and product_create use a preview-then-confirm step: the assistant shows you what it's about to create, and only writes it once you approve. document_create does not, because it only ever creates a reversible draft.

Entities are matched by name

To keep things conversational, document_create resolves entities by name: a customer by VAT number or name, and each line's product by its reference or name. If a name is ambiguous, the tool lists the candidates rather than guessing, and it never creates a new customer or product implicitly.

Deep links

Every create tool returns an acUrl — a link straight to the new customer, product, or draft document in Moloni ON. Follow it to review and finalize.

Prompt naturally

You don't invoke tools directly. Ask "Draft an invoice to Acme Lda for 3 hours of consulting" and the assistant selects the company, resolves the customer and product, and creates the draft — then hands you the link to issue it.