Toolza

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• Get Partners

  Get the full list of partners (clients, suppliers, contractors) from Toolza. Returns ALL partners: the server auto-paginates through every page, so you always get the complete set and an accurate `total`. Args: search: Optional filter by name or email

• Get Team

  Get the full list of team members (employees) from Toolza. Returns ALL team members: the server auto-paginates through every page, so you always get the complete set and an accurate `total`. Args: search: Optional filter by name or email

• Get Leads

  Get the full list of leads (potential clients in the sales pipeline) from Toolza. Returns ALL matching leads: the server auto-paginates through every page, so you always get the complete set and an accurate `total`. Args: search: Optional filter by name or email status: Filter by lead status (e.g. "new", "in_progress", "won", "lost")

• Get Income

  Get the full list of income invoices (revenue, money in) from Toolza. Returns ALL matching invoices: the server auto-paginates through every page, so you always get the complete set and an accurate `total`. Useful for revenue analytics, unpaid invoices, top customers by income. Combine with get_partners to map invoices to customers. Args: search: Search by reference, partner name, etc. status: Filter by status (e.g. "paid", "unpaid", "overdue") peri

• Get Expense

  Get the full list of expense bills (money out) from Toolza. Returns ALL matching bills: the server auto-paginates through every page, so you always get the complete set and an accurate `total`. Useful for spend analytics, unpaid bills, P&L when combined with get_income. Args: search: Search by reference, partner name, etc. status: Filter by status (e.g. "paid", "unpaid", "overdue") period_start: Start date YYYY-MM-DD (filters by bill_date) perio

• Get Departments

  Get list of departments. Returns id and name for each department. Use this as a lookup before calling create_lead — you need a department id to attach a lead to a specific department.

• Get Operating Companies

  Get list of operating companies — the business/brand units of a holding group. Toolza hierarchy: group -> operating company -> legal entity -> wallet. An operating company is NOT the same as a legal entity (get_legal_entities): the operating company is the business unit, the legal entity is the registered company with its own bank accounts and wallets. Use as a lookup: leads, income and expenses are attached to an operating company by id (id_operating_company).

• Create Lead

  Create a new lead in Toolza. A lead is a potential client at the top of the sales funnel. Before calling this, use get_operating_companies() to find id_operating_company, and optionally get_departments() / get_team() to find id_department / id_manager. Args: name: Lead name (company or contact name) — required email: Lead email — required id_operating_company: ID of the operating company this lead belongs to — required id_partner_type: Partner ty

• Get Wallets

  Get list of wallets (bank accounts, crypto, cash). Shows id, name, currency, balance. Useful alone ("how much money is on each wallet") and as a lookup for create_income / create_expense — you need a wallet id to post a transaction.

• Get Categories

  Get list of income / expense categories (e.g. "Rent", "Marketing", "Salary"). Use as a lookup before create_income / create_expense. Also helpful for naming things in reports (raw income/expense records only have category IDs).

• Get Partner Types

  Get list of partner types (e.g. "client", "supplier", "contractor"). Use this as a lookup before create_lead or any create_* that requires id_partner_type. Each workspace can customize its own types.

• Get Legal Entities

  Get list of legal entities — registered companies with their own bank accounts and wallets (Toolza's /api/entity). Toolza hierarchy: group -> operating company -> legal entity -> wallet. A legal entity sits UNDER an operating company (get_operating_companies) and is the level that actually holds money. Required as a lookup for create_income / create_expense (the id_entity field).

• Get Groups

  Get list of holding groups — the top level of Toolza's business hierarchy. Structure: group -> operating_company -> legal_entity -> wallet. Useful for understanding the customer's organizational layout.

• Get Payment Templates

  Get list of payment templates / payment types (e.g. "Bank transfer", "Cash", "Crypto USDT"). Required as lookup for create_income / create_expense / create_payroll (id_payment_type field).

• Get Currencies

  Get list of currencies configured in the workspace. Required as a lookup for create_payroll (id_currency) and useful for converting amounts in reports.

• Get Details

  Get full details for a single record by resource type and id. Use this after get_partners / get_leads / get_income / get_expense when you need the full object: documents, payment details, contacts, notes, etc. Args: resource: One of: "partner", "lead", "income", "expense", "payroll" id: Record ID from the list endpoints

• Get Payroll

  Get the full list of payroll records (employee salaries, bonuses, commissions). Returns ALL matching records: the server auto-paginates through every page, so you always get the complete set and an accurate `total`. Combine with get_team / get_departments for HR analytics: "how much did we pay to sales team in Q1", "who got bonuses last month". Args: period_start: Start date YYYY-MM-DD period_end: End date YYYY-MM-DD

• Convert Lead To Partner

  Convert an existing lead into a full partner. This is the natural next step after a lead qualifies. Use get_leads first to find lead_id, get_operating_companies to pick id_operating_company, and get_partner_types to pick id_partner_type. Args: lead_id: ID of the lead to convert (from get_leads) id_operating_company: Which operating company the new partner belongs to id_partner_type: Type of partner (from get_partner_types)

• Update Lead

  Update fields on an existing lead. Pass only the fields you want to change. Args: lead_id: ID of the lead to update name: New name (optional) email: New email (optional) description: New description / notes (optional) id_partner_type: Change partner type id_manager: Change responsible manager id_department: Change department

• Create Income

  Create an income invoice (money coming in — invoice a customer). Before calling this, discover IDs via: get_partners, get_operating_companies, get_legal_entities, get_wallets, get_departments, get_categories, get_payment_templates. Args: id_partner: Customer ID (from get_partners) id_operating_company: Which of your companies is issuing the invoice id_entity: Legal entity ID (from get_legal_entities) id_wallet: Wallet where payment will land (fro

• Create Expense

  Create an expense bill (money going out — a bill you owe). Before calling this, discover IDs via: get_partners, get_operating_companies, get_legal_entities, get_wallets, get_departments, get_categories, get_payment_templates. Args: id_partner: Supplier/vendor ID (from get_partners) id_operating_company: Which of your companies is paying id_entity: Legal entity ID (from get_legal_entities) id_wallet: Wallet the money comes out of (from get_wallets

• Create Payroll

  Create a payroll record (pay a team member for a period). Before calling, discover IDs via: get_team (employee), get_departments, get_operating_companies, get_payment_templates, get_currencies. Args: id_employee: Team member ID (from get_team) id_operating_company: Paying company id_department: Employee's department id_payment_type: Payment template id (from get_payment_templates) bill_date: Date of the payroll record YYYY-MM-DD perio

• Get Pnl

  Profit & Loss (income statement) report from Toolza. Returns per-section totals — Revenue, Cost of Goods Sold, Gross profit, Operating Expenses, Operating Income, Other Expenses, Net Income — plus a per-category breakdown, for the given period. The totals are exactly what Toolza computes (Gross profit = Revenue − COGS, etc.). Args: period_start: Start date YYYY-MM-DD (default: Jan 1 of current year) period_end: End date YYYY-MM-DD (default: today) gr

• Get Cashflow

  Cash Flow report from Toolza. Returns cash movement by section — Cash at Beginning of Period, Operating / Investing / Financing Activities, Net Increase in Cash, Cash at End of Period — for the given period. Args: period_start: Start date YYYY-MM-DD (default: Jan 1 of current year) period_end: End date YYYY-MM-DD (default: today) group: Holding group id (optional; first group used if omitted) company: Operating company id (optional; first company

• Get Balance Sheet

  Balance Sheet report from Toolza. Returns Assets, Liabilities and Equity with each section subtotal and its line-item accounts, per operating company. Assets = Liabilities + Equity. Args: period_start: Start date YYYY-MM-DD (default: Jan 1 of current year) period_end: End date YYYY-MM-DD (default: today) group: Holding group id (optional; first group used if omitted) company: Operating company id (optional; first company used if omitted)