Moco

moco

MOCO is a business management software offering project management, time tracking, and invoicing solutions.

Project Management Time Tracking Software Web del proveedor

Acciones

Triggers

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Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (25)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

List ActivitiesMOCO_ACTIVITIES_LISTAcción

Tool to retrieve activities. use when you need to list time entries with filters like date range, user, project, or billing status.

Parámetros de entrada

pageinteger
Page number for pagination, must be >= 1.
termstring
Search term matching tag, description, or remote_id.
billedboolean
If true, only already billed activities; false otherwise.
sort_bystring
Field name to sort by (e.g., 'date', 'hours').
task_idinteger
Filter activities by task ID.
to_datestring
End date (YYYY-MM-DD) to filter activities.
user_idinteger
Filter activities by user ID.
billableboolean
If true, only billable activities; false for non-billable.
from_datestring
Start date (YYYY-MM-DD) to filter activities.
company_idinteger
Filter activities by company (customer) ID.
project_idinteger
Filter activities by project ID.
sort_orderstringenum
Sort order: 'asc' (default) or 'desc'.
ascdesc

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get ActivityMOCO_ACTIVITY_GETAcción

Tool to retrieve a single activity by id. use when you need to fetch details for a specific activity after confirming the activity id.

Parámetros de entrada

idintegerObligatorio
The unique identifier of the activity to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update ActivityMOCO_ACTIVITY_UPDATEAcción

Tool to update an existing activity. use when you need to adjust details of a recorded time entry after confirming the activity exists.

Parámetros de entrada

idintegerObligatorio
ID of the activity to update
tagstring
Tag assigned to this entry
datestring
Date of the activity in YYYY-MM-DD format
secondsinteger
Duration in seconds (e.g., 4500 = 1.25 hours)
task_idinteger
ID of the task associated with the activity
billableboolean
Whether this activity is billable
remote_idstring
External system identifier
project_idinteger
ID of the project associated with the activity
remote_urlstring
URL pointing to the external system ticket
descriptionstring
Textual description of the work performed
remote_servicestringenum
External system name
trellojiraasanabasecampwunderlistbasecamp2basecamp3togglmitegithubyoutrack

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List commentsMOCO_COMMENTS_LISTAcción

Tool to retrieve a list of comments. use after confirming the resource type and id.

Parámetros de entrada

pageinteger
Page number for paginated results.
manualboolean
True for user-created comments; false for system-generated.
sort_bystring
Field to sort by (e.g., 'created_at').
user_idinteger
Filter by creator user ID.
sort_orderstring
Sort order: 'asc' or 'desc'.
commentable_idinteger
Filter by resource ID.
commentable_typestring
Filter by resource type (e.g., 'project', 'session').

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create CompanyMOCO_COMPANY_CREATEAcción

Tool to create a new company. use when you need to add a company after gathering required fields.

Parámetros de entrada

faxstring
Company's fax number
ibanstring
International Bank Account Number for suppliers
infostring
Additional information about the company
namestringObligatorio
Name of the company
tagsstring[]
Tags associated with the company
typestringObligatorioenum
Type of the company
customersupplierorganization
emailstring
Primary email address for the company
phonestring
Company's phone number
footerstring
HTML content for invoice footer
addressstring
Postal address, lines separated by ' '
user_idinteger
ID of the responsible user
websitestring
Company's website URL
currencystring
Currency code for customers (e.g., 'EUR'). Required if type is 'customer'
identifierstring
Unique identifier/reference for the customer. Required if not automatically assigned
country_codestring
ISO Alpha-2 country code (e.g., 'DE', 'CH', 'AT')
customer_taxnumber
Tax rate for the customer (percentage)
debit_numberinteger
Debit number if bookkeeping is enabled
supplier_taxnumber
Tax rate for the supplier (percentage)
billing_notesstring
Notes to include on invoices
credit_numberinteger
Credit number if bookkeeping is enabled
vat_identifierstring
European Union VAT identification number
billing_email_ccstring
CC email address(es) for billing (comma-separated)
custom_propertiesobject
Custom key/value properties
default_invoice_due_daysinteger
Default number of days until invoice is due
alternative_correspondence_languageboolean
Indicates if sales documents should use the alternative correspondence language

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete a companyMOCO_COMPANY_DELETEAcción

Tool to delete a company. use when you need to remove a company from moco after confirming no active dependencies.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the company to delete

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List ContactsMOCO_CONTACTS_LISTAcción

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

Parámetros de entrada

pageinteger
Page number for pagination, must be >=1.
tagsstring
Comma-separated tags to filter contacts.
termstring
Full-text search for firstname, lastname, work_email, or company.
phonestring
Reverse lookup in work_phone or mobile_phone.
per_pageinteger
Number of contacts per page, must be >=1.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Deal CategoriesMOCO_DEAL_CATEGORIES_LISTAcción

Tool to list deal categories with their ids and probabilities. use when you need a reference of available deal category types after authenticating.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete DealMOCO_DEAL_DELETEAcción

Tool to delete a deal. use when you have identified an obsolete or unwanted deal and confirmed its deletion. example: "delete the deal with id 123."

Parámetros de entrada

idintegerObligatorio
The unique identifier of the deal to delete

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get DealMOCO_DEAL_GETAcción

Tool to retrieve a single deal by id. use when you have a deal id and need detailed deal information. use after confirming the deal id.

Parámetros de entrada

idintegerObligatorio
The unique identifier of the deal to retrieve

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List DealsMOCO_DEALS_LISTAcción

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.

Parámetros de entrada

tagsstring
Comma-separated list of tags to filter by, e.g., 'Important,Strategic'.
statusstringenum
Filter deals by status: one of 'potential', 'pending', 'won', 'lost', or 'dropped'.
potentialpendingwonlostdropped
closed_tostring
Include deals closed on or before this date (YYYY-MM-DD).
company_idinteger
Filter deals by associated company ID.
closed_fromstring
Include deals closed on or after this date (YYYY-MM-DD).

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update DealMOCO_DEAL_UPDATEAcción

Tool to update an existing deal. use when you need to modify one or more fields of a deal after retrieving its details.

Parámetros de entrada

idintegerObligatorio
The unique identifier of the deal to update
infostring
Additional information for the deal
namestring
Name of the deal
tagsstring[]
List of tags
moneynumber
Monetary value of the deal; must be non-negative
statusstringenum
Status of the deal
potentialpendingwonlostdropped
user_idinteger
ID of the responsible user
currencystring
Three-letter currency code
closed_onstring
Date when the deal was closed (YYYY-MM-DD)
person_idinteger
ID of the associated person
company_idinteger
ID of the associated company
reminder_datestring
Reminder date (YYYY-MM-DD)
deal_category_idinteger
ID of the deal category
service_period_tostring
Service period end date (YYYY-MM-DD)
service_period_fromstring
Service period start date (YYYY-MM-DD)

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List InvoicesMOCO_INVOICES_LISTAcción

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

Parámetros de entrada

pageinteger
Page number for paginated results.
tagsstring
Comma-separated list of tags to filter invoices (e.g., 'Periodenfremd,Inkasso').
termstring
Wildcard search term within title and identifier fields.
statusstring
Comma-separated list of invoice statuses to filter by (e.g., 'draft,paid').
date_tostring
Include invoices dated on or before this date (YYYY-MM-DD).
per_pageinteger
Number of invoices per page for pagination.
date_fromstring
Include invoices dated on or after this date (YYYY-MM-DD).
company_idinteger
Filter invoices by associated company ID.
identifierstring
Filter by exact invoice identifier (invoice number).
not_bookedboolean
True to include only non-booked invoices.
project_idinteger
Filter invoices by associated project ID.
service_period_tostring
Include invoices with service period ending on or before this date (YYYY-MM-DD).
include_disregardedboolean
True to include disregarded (marked as billed) invoices, default is false.
service_period_fromstring
Include invoices with service period starting on or after this date (YYYY-MM-DD).

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create InvoiceMOCO_MOCO_INVOICE_CREATEAcción

Tool to create a new invoice. use after gathering complete invoice data (customer, dates, items, etc.).

Parámetros de entrada

taxnumberObligatorio
Tax percentage, e.g. 8.0
datestringObligatorio
Invoice date in YYYY-MM-DD format
tagsstring[]
Tags to attach to invoice
itemsobject[]Obligatorio
List of invoice positions
titlestringObligatorio
Invoice title
footerstring
Footer text (supports variables)
statusstringObligatorioenum
createddraft
currencystringObligatorio
Three-letter currency code, e.g. 'CHF'
discountnumber
Discount percentage
due_datestringObligatorio
Due date in YYYY-MM-DD format
project_idinteger
ID of the assigned project
salutationstring
Salutation text (supports variables)
customer_idintegerObligatorio
ID of the assigned client
cash_discountnumber
Cash discount percentage
change_addressstringObligatorioenum
invoiceprojectcustomer
custom_propertiesobject
Custom key/value pairs
recipient_addressstringObligatorio
Full recipient address, lines separated by ' '
service_period_tostring
Service period end date (YYYY-MM-DD)
cash_discount_daysinteger
Days cash discount valid
internal_contact_idinteger
ID of an internal user
service_period_fromstring
Service period start date (YYYY-MM-DD)
print_detail_columnsboolean
Show/hide detail columns

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create PurchaseMOCO_MOCO_PURCHASE_CREATEAcción

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

Parámetros de entrada

datestringObligatorio
Purchase date in YYYY-MM-DD format
fileobject
A file to attach to the purchase as base64-encoded content.
ibanstring
Supplier IBAN for bank transfer
infostring
Free text notes
tagsstring[]
List of tags to assign
itemsobject[]Obligatorio
List of purchase line items; at least one required
titlestring
Title for the purchase; if omitted, generated from items
statusstringenum
Initial status (pending/archived)
pendingarchived
user_idinteger
ID of the responsible user
currencystringObligatorio
Three-letter currency code (must be valid for the account)
due_datestring
Due date in YYYY-MM-DD format
referencestring
Additional reference text
company_idinteger
ID of the supplier company
payment_methodstringObligatorioenum
Payment method
bank_transferdirect_debitcredit_cardpaypalcashbank_transfer_swiss_qr_esr
custom_propertiesobject
Custom metadata fields
service_period_tostring
Service period end date
receipt_identifierstring
Supplier receipt identifier
service_period_fromstring
Service period start date

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get OfferMOCO_OFFER_GETAcción

Tool to retrieve a single offer by id. use when you have an offer id and need detailed offer information. use after confirming the offer id.

Parámetros de entrada

idintegerObligatorio
The unique identifier of the offer to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List OffersMOCO_OFFERS_LISTAcción

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

Parámetros de entrada

sortstringenum
Sort offers by 'date', 'created_at', or 'title'.
datecreated_attitle
statusstringenum
Filter offers by status.
createdsentacceptedpartially_billedbilledarchived
deal_idstring
Comma-separated deal IDs to filter, e.g., '123,456'.
to_datestring
Include offers on or before this date (YYYY-MM-DD).
from_datestring
Include offers on or after this date (YYYY-MM-DD).
company_idstring
Comma-separated company IDs to filter, e.g., '123,456'.
identifierstring
Filter by offer identifier, e.g., 'A1903-003'.
project_idstring
Comma-separated project IDs to filter, e.g., '123,456'.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Planning EntriesMOCO_PLANNING_ENTRIES_LISTAcción

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

Parámetros de entrada

periodstring
Date range in 'YYYY-MM-DD:YYYY-MM-DD' format to filter entries.
user_idinteger
Filter by user ID.
project_idinteger
Filter by project ID.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create Planning EntryMOCO_PLANNING_ENTRY_CREATEAcción

Tool to create a new planning entry. use when you need to allocate working hours to a project or deal.

Parámetros de entrada

symbolinteger
Symbol identifier (1-10) representing various icons.
commentstring
Additional comments for the planning entry.
deal_idinteger
ID of the deal. Required if no project_id is provided.
ends_onstringObligatorio
End date in YYYY-MM-DD format.
user_idinteger
ID of the user; defaults to the requesting user if omitted.
starts_onstringObligatorio
Start date in YYYY-MM-DD format.
project_idinteger
ID of the project. Required if no deal_id is provided.
hours_per_daynumberObligatorio
Number of hours planned per day; must be non-negative.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Planning EntryMOCO_PLANNING_ENTRY_GETAcción

Tool to retrieve a single planning entry by id. use when you need detailed information for a specific planning entry after confirming its id.

Parámetros de entrada

idintegerObligatorio
The unique identifier of the planning entry to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create ProjectMOCO_PROJECT_CREATEAcción

Tool to create a new project in moco. use when you need to provision a project with validated parameters.

Parámetros de entrada

infostring
Additional project information
namestringObligatorio
Name of the project
tagsstring[]
List of tags (e.g., 'Print', 'Digital')
budgetnumber
Total project budget
deal_idinteger
Deal ID
currencystringObligatorio
ISO 4217 currency code
retainerbooleanObligatorio
Whether this is a retainer project. If true, start_date, finish_date, and budget_monthly are mandatory and must align to full months.
leader_idintegerObligatorio
User ID of the project leader
contact_idinteger
Primary contact ID
identifierstring
Project identifier (mandatory only if number ranges are manual)
start_datestringObligatorio
Project start date in YYYY-MM-DD format
customer_idintegerObligatorio
Company ID of the customer
finish_datestringObligatorio
Project finish date in YYYY-MM-DD format
fixed_pricebooleanObligatorio
Whether this is a fixed-price project
hourly_ratenumber
Hourly rate if billing variant dictates
co_leader_idinteger
User ID of the co-leader
billing_notesstring
Additional billing notes
budget_monthlynumber
Monthly budget (mandatory if retainer=true)
billing_addressstring
Billing address, newline-separated
billing_variantstringenum
Billing variant: 'project', 'task', or 'user' (default: 'project')
projecttaskuser
budget_expensesnumber
Expenses budget
billing_email_ccstring
CC billing recipient email
billing_email_tostring
Primary billing recipient email
project_group_idinteger
Project group ID
custom_propertiesobject
Custom key/value property map
billing_contact_idinteger
Billing contact ID
secondary_contact_idinteger
Secondary contact ID
setting_include_time_reportboolean
Include detailed time reports in billing

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get ProjectMOCO_PROJECT_GETAcción

Tool to retrieve a single project by id. use when you need detailed project information after confirming the project id.

Parámetros de entrada

idintegerObligatorio
The unique identifier of the project to retrieve

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List ProjectsMOCO_PROJECTS_LISTAcción

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.

Parámetros de entrada

tagsstring
Comma-separated list of tags to filter by.
retainerboolean
Filter by retainer projects.
leader_idinteger
Filter by project (co-)leader user ID.
company_idinteger
Filter by company ID.
created_tostring
Filter projects created on or before this date (YYYY-MM-DD).
identifierstring
Filter by project identifier.
updated_tostring
Filter projects updated on or before this date (YYYY-MM-DD).
created_fromstring
Filter projects created on or after this date (YYYY-MM-DD).
updated_fromstring
Filter projects updated on or after this date (YYYY-MM-DD).
include_companyboolean
Return complete company information instead of only ID and name.
include_archivedboolean
Include archived projects.
project_group_idinteger
Filter by project group ID.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update ProjectMOCO_PROJECT_UPDATEAcción

Tool to update an existing project. use when you need to modify project details after confirming the project id.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the project to update
infostring
Additional information about the project
namestring
Project name
tagsstring[]
List of tags associated with the project
activeboolean
Whether the project is active
budgetnumber
Total budget for the project
deal_idinteger
ID of the associated deal
billableboolean
Whether the project is billable
retainerboolean
Indicates if the project is a retainer; then start_date, finish_date, and budget_monthly (on first/last day of month) become mandatory
leader_idinteger
User ID of the project leader
contact_idinteger
ID of the primary contact
identifierstring
Project identifier (required if number ranges are manual)
start_datestring
Project start date in YYYY-MM-DD format
customer_idinteger
ID of the associated customer
finish_datestring
Project finish date in YYYY-MM-DD format
fixed_priceboolean
Indicates if the project has a fixed price
hourly_ratenumber
Hourly rate for the project
co_leader_idinteger
User ID of the co-leader
billing_notesstring
Notes to include on billing documents
budget_monthlynumber
Monthly budget (required if retainer)
billing_addressstring
Billing address with ' ' separators
billing_variantstringenum
Billing variant; 'project', 'task', or 'user'
projecttaskuser
budget_expensesnumber
Budget allocated for expenses
billing_email_ccstring
CC billing email
billing_email_tostring
Primary billing email
project_group_idinteger
ID of the project group
custom_propertiesobject
Custom key/value properties
billing_contact_idinteger
ID of the billing contact
secondary_contact_idinteger
ID of the secondary contact
setting_include_time_reportboolean
Whether to include a time report

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List UsersMOCO_USERS_LISTAcción

Tool to list all users. use when you need valid 'leader id' or 'co leader id' for project creation after confirming available staff.

Parámetros de entrada

tagsstring
Comma-separated list of tags to filter users.
include_archivedboolean
Include deactivated users when true.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not