Team
Shared credential for production and unattended runs.
Connect Moco with Hookshot™ and your stack
MOCO is a business management software offering project management, time tracking, and invoicing solutions.
Tools and triggers
What Agents can do in Moco
Available tools and events after Moco is connected.
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Activate Offer Customer Approval
Tool to activate customer approval on an offer to generate the offer_document_url. Use when you need to create a shareable PDF link for customer approval.
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Add Invoice Attachment
Tool to add a PDF attachment to an existing invoice. Use when you need to attach supporting documents or files to an invoice record.
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Archive Project
Tool to archive a project in MOCO. Use when you need to archive a project without deleting it.
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Assign Offer
Tool to assign an offer to a project, company, or deal. Use when you need to link an existing offer with a project (creating project from offer), associate it with a company, or link it to a deal.
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Assign Purchase to Project
Tool to assign a purchase item to a project by creating or linking to an expense. Use when you need to associate a purchase line item with a specific project for billing and budget tracking.
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Create Account Catalog Service
Tool to create a catalog service including its items. Use when you need to create a catalog service with pricing items. Note: Items cannot be updated through this endpoint - use separate item-specific endpoints for…
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Create Account Custom Property
Tool to create a new custom property in MOCO. Use when you need to define a new custom field for entities like Deals, Projects, or Customers. Custom properties can be of various types (String, Textarea, Link, Boolean…
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Create Activities Bulk
Tool to bulk create multiple activities (time entries) at once in MOCO. Activities are time tracking records that log hours worked on projects and tasks. Use this tool to: - Create multiple time entries in a single API…
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Create Activity
Tool to create a new activity (time tracking entry) in MOCO. Use when you need to record time spent on a project task. Activities are created for the user that the API key belongs to.
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Create Catalog Service Item
Tool to create a new item within a catalog service in MOCO. Use when you need to add items like consulting services, products, or other billable items to a service catalog.
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Create Comment
Tool to create a new comment on a MOCO resource. Use when you need to add a comment to a project, deal, contact, or other supported entity.
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Create Comments Bulk
Tool to create multiple comments in bulk for MOCO objects. Use when you need to add the same comment to multiple objects of the same type efficiently.
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Create Company
Creates a new company in MOCO (customer, supplier, or organization). Required fields: - name: Company name - type: Must be 'customer', 'supplier', or 'organization' - currency: Required only for 'customer' type (e.g…
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Create Contact
Tool to create a new contact person in MOCO. Use when you need to add a new contact with their personal and professional information. Requires lastname and gender; optionally accepts contact details, company…
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Create Deal
Tool to create a new deal in MOCO. Use when you need to add a deal with specified parameters.
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Create Deal Category
Creates a new deal category in MOCO with a name and probability percentage. Deal categories represent stages in a sales pipeline (e.g., "Contact", "Negotiation", "Closed Won") and include probability percentages…
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Create Employment
Create a new employment (weekly work model) for a user in MOCO. Define work hours distribution across weekdays using 'am' and 'pm' arrays.
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Create Expense Template
Tool to create a new expense template in MOCO. Use when you need to set up reusable expense items with predefined pricing and cost information.
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Create Holiday
Create a new holiday entry for a user in MOCO. Use this to allocate annual leave days, vacation allowances, or other holiday entitlements for specific users and years.
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Create Invoice
Tool to create a new invoice. Use after gathering complete invoice data (customer, dates, items, etc.).
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Create Invoice Bookkeeping Export
Tool to create a new invoice bookkeeping export. Use when you need to export invoice data for accounting purposes.
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Create Invoice Payment
Tool to create a new invoice payment. Use when recording a payment received for an invoice.
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Create Invoice Payments Bulk
Tool to create multiple invoice payments in bulk. Use when you need to record multiple payments at once across different invoices.
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Create Invoice Reminder
Tool to create a new invoice reminder for an existing invoice. Use when you need to send a payment reminder to a customer for an overdue invoice.
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Create Offer
Tool to create a new offer/proposal. Use after gathering complete offer data (company, dates, items, etc.).
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Create Offer Attachment
Tool to upload an attachment to an offer. Use when you need to attach a document to an existing offer after obtaining the offer ID and file content.
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Create Planning Entry
Tool to create a new planning entry. Use when you need to allocate working hours to a project or deal.
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Create Project
Tool to create a new project in MOCO. Use when you need to provision a project with validated parameters.
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Create Project Contract
Tool to create a new contract (assign staff) for a project in MOCO. Use when you need to assign a staff member to a project with specific billing parameters.
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Create Project Expense
Tool to create an additional service entry (expense) on a project. Use when you need to log project expenses like hosting costs, external services, or materials.
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Create Project Expenses Bulk
Tool to create multiple project expense entries in bulk. Use when you need to add several additional services or expense items to a project at once.
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Create Project Payment Schedule
Tool to create a payment schedule entry for a project. Use when you need to add a scheduled payment milestone to an existing project.
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Create Project Task
Tool to create a new task (service) for a project in MOCO. Use when you need to add a billable or non-billable task to an existing project.
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Create Purchase
Tool to create a new purchase. Use when you need to log an expense record after gathering date, items, and payment info.
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Create Purchase Bookkeeping Export
Tool to create a new purchase bookkeeping export. Use when you need to export purchases for bookkeeping or DATEV submission.
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Create Purchase Payment
Tool to create a new purchase payment. Use when you need to record a payment made for a purchase or create a standalone payment entry with a description.
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Create Purchase Payments Bulk
Tool to create multiple purchase payments in bulk. Use when you need to record multiple payments at once for efficiency.
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Create Receipt
Tool to create a new receipt. Use when you need to record an expense receipt after gathering date, title, currency, and items.
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Create Recurring Expense on Project
Tool to create a recurring additional services entry on a project in MOCO. Use when you need to set up periodic billing for services like hosting, maintenance, or support contracts.
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Create Schedule
Tool to create a planning entry (absence/schedule). Use when you need to record absences such as holidays, sick days, or other time off. If user_id is not supplied, the entry is created for the authenticated user.
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Create Tag
Tool to create a new tag in MOCO. Use when you need to create a reusable label for categorizing entities like projects, deals, companies, etc.
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Create Task Template
Tool to create a new task template in MOCO. Use when you need to define a reusable task template for projects.
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Create Unit
Tool to create a new unit/team in MOCO. Use when you need to provision a new organizational unit.
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Create User
Tool to create a new staff member/user in MOCO. Use when you need to add a new employee or team member to the system. Requires firstname, lastname, email, and unit_id (team assignment). Optionally set password, role…
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Create Users Presences
Tool to create a presence entry (work time tracking) in MOCO. Use when you need to record work hours or home office days. The presence is created for the user that the API key belongs to.
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Create Work Time Adjustment
Tool to create a new work time adjustment in MOCO. Use when you need to add or subtract hours from a user's work time balance (e.g., overtime compensation, vacation corrections).
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Deactivate Offer Customer Approval
Tool to deactivate a customer approval on an offer to prevent access and signing. Use when you need to revoke customer approval access for an offer.
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Delete a Company
Tool to delete a company. Use when you need to remove a company from MOCO after confirming no active dependencies.
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Delete Account Custom Property
Tool to delete a custom property in MOCO. Use when you need to permanently remove a custom field definition from an entity type.
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Delete All Project Tasks
Tool to bulk delete all deletable tasks on a project. Tasks with tracked hours cannot be deleted and will be automatically skipped without causing errors. Use when you need to clear all removable tasks from a project.
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Delete Catalog Service
Tool to delete a catalog service. Use when you need to remove a catalog service from MOCO after confirming it is no longer needed.
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Delete Catalog Service Item
Tool to delete an item from a catalog service. Use when you need to remove a specific item from a catalog service by providing both the service ID and item ID.
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Delete Comment
Tool to delete a manually created comment. Use when you need to remove a comment that was created by a user (not system-generated).
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Delete Contact Person
Tool to delete a contact person in MOCO. Use when you need to remove a contact person from the system after confirming they are no longer needed.
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Delete Deal
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."
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Delete Deal Category
Tool to delete a deal category. Use when you need to remove an unused or obsolete deal category from MOCO. Note: deletion will fail with 403 Forbidden if the category is still in use by any deals.
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Delete Employment
Tool to delete an employment (weekly work model) for a user. Use when you need to remove an employment record after confirming it is no longer needed.
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Delete Expense Template
Tool to delete an expense template. Use when you need to remove an expense template from MOCO after confirming it is no longer needed.
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Delete Invoice
Tool to delete a single invoice. Use when you need to remove an invoice from MOCO. Note: 'reason' is mandatory for non-draft invoices but optional for draft invoices.
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Delete Invoice Payment
Tool to delete an invoice payment. Use when you need to remove an invoice payment record from MOCO.
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Delete Offers Attachments
Tool to remove an attachment from an offer. Use when you need to delete a specific attachment by its ID from a given offer.
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Delete Presence
Tool to delete a presence entry. Use when you need to remove a specific presence record from the system. Example: "Delete the presence entry with id 22018495."
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Delete Project
Tool to delete a project. Use when you need to permanently remove a project from MOCO. Deletion is only possible if the project has no associated activities, invoices, offers, or expenses.
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Delete Project Expense
Tool to delete an additional services entry on a project. Use when you need to remove an expense that has not yet been billed. Deletion is only possible for unbilled expenses.
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Delete Project Payment Schedule
Tool to delete a payment schedule from a project. Use when you need to remove a scheduled payment milestone from an existing project.
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Delete Project Recurring Expense
Tool to delete a recurring expense from a project. Use when you need to remove a periodic billing entry for services like hosting or maintenance contracts.
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Delete Project Staff Assignment
Tool to delete a staff assignment (contract) from a project. Use when removing a staff member from a project. Note: deletion is only possible if no hours have been tracked by this person.
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Delete Project Task
Tool to delete a specific task from a project. Deletion is only possible if no hours were tracked on the task. Use when you need to remove a single task that has no time entries.
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Delete Purchase
Tool to delete a purchase. Use when you need to remove a purchase record that is in 'pending' status and has no registered payments.
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Delete Purchase Payment
Tool to delete a purchase payment. Use when you need to remove a payment record from a purchase.
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Delete Schedule
Tool to delete a schedule entry (absence). Use when you need to remove a scheduled absence such as holidays, sick days, or other time off entries that are no longer needed.
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Delete Tag
Tool to delete a tag in MOCO. Use when you need to remove a tag and optionally merge it with another tag.
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Delete Taggings
Tool to selectively remove tags from an entity. Use when you need to remove specific tags from a Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User.
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Delete User
Tool to delete a user from MOCO. Use when you need to permanently remove a user account that has no billed hours. Users with billed hours cannot be deleted and must be archived instead by updating them with active=false.
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Disable Project Share
Tool to deactivate project report sharing. Use when you need to disable public access to a project's report by removing the sharing URL.
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Get Account Fixed Costs
Tool to retrieve all fixed costs from the account. Use when you need to view recurring monthly costs like rent, subscriptions, or other fixed expenses. Fixed costs show historical and planned monthly cost data…
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Get Activity
Tool to retrieve a single activity by ID. Use when you need to fetch details for a specific activity after confirming the activity ID.
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Get All Recurring Expenses
Tool to retrieve all recurring additional services entries across all projects in MOCO. Use when you need to view all periodic billing items like hosting, maintenance contracts, or support services globally across the…
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Get Cashflow Report
Tool to retrieve the cashflow report from MOCO. Use when you need to view cash inflows and outflows over a specific period. This report provides a chronological view of all financial transactions including invoices…
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Get Catalog Service Item
Tool to retrieve a specific item within a catalog service in MOCO. Use when you need to get details about a specific catalog service item by its ID.
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Get Comment
Tool to retrieve a single comment by ID. Use when you need to fetch details for a specific comment after confirming the comment ID.
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Get Company
Tool to retrieve a single company by ID from MOCO. Use when you need to get complete details about a specific company including contact information, billing settings, and associated projects.
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Get Contact
Tool to retrieve detailed information for a specific contact person by ID from MOCO. Use when you need to get full details about a specific contact that you already have the ID for.
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Get Custom Property
Tool to retrieve a single custom property by ID from MOCO. Use when you need to fetch details about a specific custom property after obtaining its ID.
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Get Deal
Retrieves detailed information for a specific deal/lead by its ID from MOCO. Returns complete deal data including status, monetary value, associated company/person, category, and timestamps. Use this when you need to…
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Get Deal Category
Tool to retrieve a single deal category by ID. Use when you need detailed information about a specific deal category in the MOCO sales pipeline.
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Get Employment
Tool to retrieve a single employment (weekly work model) by ID. Use when you need to fetch details for a specific employment after confirming the employment ID.
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Get Finance Report
Tool to retrieve the finance report from MOCO. Use when you need financial data including income and expenses with associated companies and users. Returns an array of financial records that can be filtered by date…
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Get Holiday
Tool to retrieve a single holiday entry by ID. Use when you need to fetch details for a specific holiday allocation after confirming the holiday ID.
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Get Internal Hourly Rates
Tool to retrieve all internal hourly rates from the account. Use when you need to view staff costs, budget planning, or analyze team rates over time. Returns user IDs, names, and their hourly rates organized by year.
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Get Invoice
Tool to retrieve a single invoice by ID with full details including items, payments, and reminders. Use when you have an invoice ID and need complete invoice information.
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Get Invoice Bookkeeping Export
Tool to retrieve a single invoice bookkeeping export by ID. Use when you need to get details about a specific bookkeeping export that you already have the ID for.
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Get Invoice Bookkeeping Exports
Tool to retrieve all invoice bookkeeping exports. Use when you need to view existing invoice bookkeeping exports for accounting purposes.
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Get Invoice Expenses
Tool to retrieve all expenses that were invoiced in a particular invoice. Use when you need to see which expense items are associated with a specific invoice.
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Get Invoice Payment
Tool to retrieve a single invoice payment by ID. Use when you need to fetch details for a specific payment record after confirming the payment ID.
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Get Invoice Payments
Tool to retrieve all invoice payments. Use when you need to view payment records, optionally filtered by invoice or date range.
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Get Invoice Reminder
Tool to retrieve a single invoice reminder by ID. Use when you need to fetch details for a specific invoice reminder after confirming the reminder ID.
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Get Invoice Reminders
Tool to retrieve all invoice reminders. Use when you need to view reminders, optionally filtered by invoice ID or date range.
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Get Invoice Timesheet
Tool to retrieve a time sheet for a particular invoice, i.e. all activities that were invoiced. Use when you need to see the detailed list of activities billed in a specific invoice.
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Get Locked Invoices
Tool to retrieve all locked invoices. Use when you need to access invoices that have been finalized and locked for editing, optionally filtered by status, date range, or identifier.
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Get Offer
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.
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Get Offer Customer Approval
Tool to retrieve customer approval status and URL for an offer. Use when you need to check if customer approval is activated and get approval URLs for an offer.
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Get Offer PDF
Tool to retrieve a single offer document as PDF. Use when you need to download an offer in PDF format for sharing or archiving.
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Get Planning Entry
Tool to retrieve a single planning entry by ID. Use when you need detailed information for a specific planning entry after confirming its ID.
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Get Presence
Tool to retrieve a single presence entry by ID. Use when you need to fetch details for a specific work time tracking record after confirming the presence ID.
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Get Profile
Tool to retrieve the current authenticated user's profile. Use when you need to get information about the API key owner or impersonated user.
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Get Project
Retrieves comprehensive details for a specific project by its ID. Returns complete project information including budget, billing details, dates, assigned tasks, team members, and customer information. Use this action…
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Get Project Contract
Tool to retrieve a single staff assignment (contract) on a project. Use when you need details about a specific person's assignment to a project, including their billable status, budget, and hourly rate.
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Get Project Expenses
Tool to retrieve all additional services (expenses) for a project. Use when you need to view project costs, track billable expenses, or analyze project spending.
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Get Project Payment Schedule
Tool to retrieve a single payment schedule entry for a project by its ID. Use when you need detailed information about a specific payment schedule milestone.
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Get Project Payment Schedules by ID
Tool to retrieve all payment schedules for a specific project by its ID. Use when you need to view scheduled payment milestones for a particular project, optionally filtered by date range or checked status.
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Get Project Recurring Expenses
Tool to retrieve all recurring expenses for a specific project. Use when you need to view periodic billing items like hosting, maintenance contracts, or support services associated with a project.
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Get Project Report
Tool to retrieve a project report with budget, hours, costs, and business indicators. Use when you need financial and time tracking metrics for a specific project after confirming the project ID.
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Get Project Task
Tool to retrieve a single task on a project by project ID and task ID. Use when you need detailed information about a specific task within a project, including billing rates, budget allocation, and revenue…
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Get Projects Payment Schedules
Tool to retrieve all payment schedules for fixed price projects. Use when you need an overview of payment schedules, optionally filtered by date range, project, or company.
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Get Purchase
Tool to retrieve a single purchase by ID. Use when you need to get detailed information about a specific purchase including items, payments, and supplier details.
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Get Purchase Bookkeeping Export
Tool to retrieve a single purchase bookkeeping export by ID. Use when you need to fetch details for a specific bookkeeping export after confirming the export ID.
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Get Purchase Bookkeeping Exports
Tool to retrieve all purchase bookkeeping exports. Use when you need to view existing purchase bookkeeping exports for accounting purposes.
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Get Purchase Budgets
Tool to retrieve purchase budgets for a given fiscal year. Use when you need to check budget allocations, spending status, or remaining funds for purchases.
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Get Purchase Payment
Tool to retrieve a single purchase payment by ID. Use when you need to fetch details for a specific purchase payment after confirming the payment ID.
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Get Purchase Payments
Tool to retrieve all purchase payments. Use when you need an overview of payments made for purchases, optionally filtered by purchase ID or date range.
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Get Receipt
Tool to retrieve a single receipt by ID from MOCO. Use when you need to fetch complete details for a specific receipt including items, VAT information, project association, and refund status.
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Get Receipts
Retrieves a list of receipts (expense receipts) from MOCO. Receipts are records of expenses that can be allocated to projects and submitted for refund requests. Use this tool to: - Get all receipts within a date range…
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Get Report Absences
Tool to retrieve absence report showing employee absences by type and date range. Returns vacation days (total, used, planned) and sick days per user for the specified period.
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Get Schedule
Tool to retrieve a single planning entry (schedule) by ID. Use when you need to fetch details for a specific schedule entry.
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Get Single Project Expense
Tool to retrieve a single additional service (expense) for a project. Use when you need detailed information about a specific project expense entry.
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Get Tag
Tool to retrieve a single tag by ID. Use when you need to fetch details for a specific tag after confirming the tag ID.
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Get Taggings
Tool to retrieve the list of tags associated with an entity. Use when you need to fetch tags for a Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User.
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Get Tags
Tool to retrieve the list of tags from MOCO. Tags are reusable labels for categorizing entities like projects, deals, companies, contacts, invoices, offers, purchases, and users. Use this tool to: - Get all available…
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Get Task Template
Tool to retrieve a single task template by ID. Use when you need to fetch details for a specific task template after confirming the template ID.
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Get Unit
Tool to retrieve a single unit/team by ID from MOCO. Use when you need to fetch details for a specific team/organizational unit including its name and assigned staff members.
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Get User
Tool to retrieve detailed information for a specific user/staff member by ID. Returns complete user profile including contact info, status, role, unit, tags, and custom properties. Use when you need details about a…
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Get User Performance Report
Tool to retrieve a user's performance report comparing tracked hours vs target hours. Returns annual summary and monthly breakdown showing variations between actual tracked hours and expected target hours. Use when you…
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Get Utilization Report
Tool to retrieve the utilization report from MOCO. The utilization report shows how employees spend their time, breaking down billable versus unbillable hours for each user across a date range. Use this tool to: -…
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Get VAT Code Purchase
Tool to retrieve a single VAT code for purchases by ID from MOCO. Use when you need to fetch details about a specific VAT code purchase configuration, including tax rate, reverse charge settings, and intra-EU status.
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Get VAT Code Purchases
Tool to retrieve the list of purchase VAT codes. Use when you need to fetch available VAT codes for purchases, check tax rates, or filter by reverse charge or intra-EU status.
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Get VAT Code Sale
Tool to retrieve a single VAT code for sales by ID from MOCO. Use when you need to fetch details about a specific VAT code sales configuration, including tax rate, reverse charge settings, intra-EU status, and tax…
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Get VAT Code Sales
Tool to retrieve the list of sale VAT codes from MOCO. Use when you need VAT/tax code information for sales transactions, including tax rates, active status, and exemption notices.
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Get Work Time Adjustment
Tool to retrieve a single work time adjustment by ID. Use when you need to fetch details for a specific work time adjustment after confirming the adjustment ID.
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List Activities
Retrieves a list of activities (time entries) from MOCO. Activities are time tracking records that log hours worked on projects and tasks. Use this tool to: - Get all time entries within a date range - Find activities…
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List All Project Expenses
Tool to retrieve all project expenses across all projects. Use when you need to analyze expenses company-wide, generate expense reports, or track spending across multiple projects.
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List Assigned Projects
Tool to retrieve all projects assigned to the authenticated user. Use when you need to see which projects the current user is assigned to, optionally filtered by active status.
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List Catalog Services
List all catalog services (Leistungskatalog) from the account. Returns an array of services with nested items including pricing, quantities, and revenue categories. Use when you need to retrieve predefined service…
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List Comments
Tool to retrieve a list of comments. Use after confirming the resource type and ID.
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List Companies
Tool to retrieve all companies (customers and suppliers). Use when you need to list companies optionally filtered by type, search term, or archived status.
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List Contacts
Tool to retrieve a list of contacts. Use when you need to list contacts optionally filtered by tags, term, or phone after confirming criteria.
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List Custom Properties
Tool to retrieve all custom properties from MOCO. Use when you need to get the list of available custom fields configured for different entity types (e.g., Projects, Deals, Companies).
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List Deal Categories
Retrieves all deal categories configured in MOCO with their IDs, names, probabilities, and timestamps. Deal categories represent stages in a sales pipeline (e.g., "Contact", "Create quote", "Negotiation") and include…
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List Deals
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.
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List Employments
Retrieve all user employments from MOCO. Employments define weekly work models (target hours and work patterns) for users. Use to get employment schedules, check user availability, or filter by date range to find…
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List Expense Templates
Tool to retrieve all expense templates from MOCO. Use when you need to view available expense templates for creating project expenses or generating invoices.
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List Holidays
Tool to retrieve all user holidays/vacation entries from MOCO. Use when you need to list holiday allocations, check vacation entitlements, or filter holidays by year or user.
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List Hourly Rates
Tool to retrieve all hourly rates from MOCO. Use when you need to get default rates, task-specific rates, or user-specific rates. Can optionally filter by company to get customer-specific rates.
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List Invoice Attachments
Tool to retrieve all attachments for an invoice. Use when you need to see files attached to a specific invoice.
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List Invoices
Tool to retrieve a list of all invoices. Use when you need an overview of invoices, optionally filtered by status, date range, or client.
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List Offer Attachments
Tool to retrieve all attachments for a specific offer. Use when you need to view or list all files attached to an offer.
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List Offers
Tool to retrieve a list of all offers. Use when you need an overview of offers filtered by status, date range, or identifiers.
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List Planning Entries
Tool to retrieve a list of all planning entries. Use when you need an overview of planned hours filtered by period, user, or project.
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List Presences
Tool to retrieve all user presences (attendance entries) from MOCO. Use when you need to get work attendance records, track office vs home office days, or filter presence entries by date range or user.
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List Project Contracts
Tool to retrieve all contracts (assigned staff) for a project. Use when you need to see which staff members are assigned to a specific project and their billing details.
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List Project Groups
Retrieve all project groups from MOCO. Use when you need to view grouped projects, analyze project portfolios by company or user, or get aggregated budget information across multiple projects.
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List Project Tasks
Tool to retrieve all tasks (services) for a project by project ID. Use when you need to see all available tasks within a project for activity tracking, budgeting, or billing purposes.
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List Projects
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.
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List Purchase Categories
Retrieves all purchase categories configured in MOCO with their IDs, names, account codes, and status. Purchase categories are used to classify expenses and purchases in the system (e.g., "Travel expenses", "Office…
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List Purchase Drafts
Tool to retrieve all purchase drafts (German: Ausgaben – Entwürfe). Use when you need to view all draft purchases that have been created but not yet finalized.
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List Purchases
Tool to retrieve all purchases (supplier invoices). Use when you need an overview of expenses, optionally filtered by status, date range, or supplier.
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List Schedules
Tool to retrieve all absences (schedules) from MOCO. Schedules track employee time off including holidays, sick days, and other absences. Use when you need to view team availability, check planned absences, or track…
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List Task Templates
Tool to retrieve all task templates from MOCO. Use when you need to get available task templates for creating project tasks or understanding task categories.
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List Units
Tool to retrieve all units/teams in MOCO. Use when you need to list organizational units/teams or find unit IDs for assignments.
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List User Roles
Tool to retrieve all user permission roles in MOCO. Returns role IDs, names, and permission settings for various modules. Use when you need to check available roles for user assignment or review permission…
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List Users
List all users in MOCO with optional filters. Returns user IDs, names, contact info, tags, and status. Useful for getting user/staff IDs for assignments, finding team members by tags, or checking user availability.
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List Work Time Adjustments
Tool to retrieve all user work time adjustments from MOCO. Use when you need to view hours added or subtracted from users' work time balances (e.g., overtime compensation, vacation corrections).
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Mark Project Expenses as Billed
Tool to mark project expense entries as already billed. Use when you need to disregard specific expenses from billing because they were courtesy services or handled outside the normal billing process.
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Patch Taggings
Tool to partially update taggings by adding new tags to an entity without removing existing tags. Use when you need to append tags to a Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User while…
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Send Invoice by Email
Tool to send an invoice by email. Use when you need to email an invoice to a customer with custom subject and message.
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Send Invoice Reminder Email
Tool to send an invoice reminder by email. Use when you need to email a payment reminder to a customer for an overdue invoice.
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Send Offer Email
Tool to send an offer by email to specified recipients. Use when you need to email an offer to clients or contacts with custom subject and message.
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Share Project
Tool to activate project report sharing and get a shareable URL. Use when you need to enable public access to a project's report.
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Start Activity Timer
Tool to start or continue a timer on an activity. Use when you need to track time on a specific activity in real-time. The activity must be from the current day, and only one timer can be running at a time per user.
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Stop Activity Timer
Tool to stop a timer running on an activity. Use when you need to end time tracking for a currently running activity timer.
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Toggle User Presence
Tool to toggle user presence (clock in/out) in MOCO. First call creates a new presence starting from current time, second call closes the previous open presence. Use when implementing a clock system or time tracking…
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Trigger Recurring Expense
Tool to manually trigger the creation of an expense entry for an active recurring expense ahead of its automatic schedule. Use when you need to create the next expense entry immediately rather than waiting for the…
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Unarchive Project
Tool to reactivate an archived project. Use when you need to restore a previously archived project to active status.
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Unassign Project From Project Group
Tool to unassign a project from its project group. Use when you need to remove a project's association with its current project group.
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Update Account Catalog Service
Tool to update a catalog service. Use when you need to modify the title of an existing catalog service entry. Note: Items cannot be updated via this endpoint; use separate item endpoints.
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Update Account Custom Properties
Tool to update a custom property in MOCO. Use when you need to modify name, placeholder, print settings, or notification options for an existing custom property. Note: kind and entity fields cannot be changed.
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Update Account Internal Hourly Rates
Tool to update internal hourly rates for one or more users for a specific year. Use when you need to set or modify staff cost rates for budgeting and financial planning purposes.
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Update Activity
Tool to update an existing activity. Use when you need to adjust details of a recorded time entry after confirming the activity exists.
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Update Catalog Service Item
Tool to update an existing item within a catalog service in MOCO. Use when you need to modify details of a catalog service item such as title, quantity, or pricing.
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Update Comment
Tool to update an existing comment on a MOCO resource. Use when you need to modify the text or attachment of a manually created comment.
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Update Company
Tool to update an existing company. Use when you need to modify one or more fields of a company after retrieving its details.
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Update Contact Person
Tool to update an existing contact person in MOCO. Use when you need to modify one or more fields of a contact after retrieving its details.
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Update Deal
Tool to update an existing deal. Use when you need to modify one or more fields of a deal after retrieving its details.
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Update Deal Category
Tool to update an existing deal category in MOCO. Use when you need to modify the name or probability of a deal category.
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Update Expense Template
Tool to update an existing expense template in MOCO. Use when you need to modify pricing, description, or other details of a reusable expense item.
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Update Holiday
Tool to update an existing holiday entry in MOCO. Use this to modify annual leave days, vacation allowances, or other holiday entitlements for specific users and years.
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Update Invoice Status
Tool to update an invoice status. Use when you need to change the status of an existing invoice. Only works for actual invoices, not invoice drafts.
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Update Offer Status
Tool to update the status of an offer. Use when you need to change an offer's status (e.g., from created to sent, or sent to accepted).
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Update Planning Entry
Tool to update an existing planning entry. Use when you need to modify hours, dates, or other details of a planning allocation after confirming the entry exists.
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Update Presence
Tool to update a presence entry (work time tracking) in MOCO. Use when you need to modify existing work hours, dates, or home office status for a specific presence record.
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Update Project
Tool to update an existing project. Use when you need to modify project details after confirming the project ID.
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Update Project Contract
Tool to update a staff assignment to a project. Use when you need to modify budget, hourly rate, or active/billable status of an existing assignment.
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Update Project Expense
Tool to update an additional services entry (expense) on a project. Use when you need to modify existing project expenses like hosting costs or external services. Updates are only possible for expenses that have not…
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Update Project Payment Schedule
Tool to update a payment schedule entry for a project. Use when you need to modify an existing scheduled payment milestone for a project.
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Update Project Recurring Expense
Tool to update a recurring additional services entry on a project. Use when you need to modify details of an existing recurring expense after confirming both the project ID and recurring expense ID. Note: start_date…
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Update Project Task
Tool to update an existing task on a project in MOCO. Use when you need to modify task details such as budget, hourly rate, billability, or description after the task has been created.
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Update Purchase
Tool to update an existing purchase. Use when you need to modify purchase details after confirming the purchase ID.
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Update Purchase Document
Tool to update or store a purchase document. Use when you need to attach a document file to an existing purchase or replace an existing document. The file is uploaded using multipart/form-data format.
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Update Purchase Status
Tool to update the status of a purchase. Use when you need to change a purchase status between pending and archived.
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Update Receipt
Tool to update an existing receipt. Use when you need to modify receipt details such as title, currency, or line items after confirming the receipt exists.
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Update Schedule
Tool to update a planning entry (absence/schedule). Use when you need to modify existing absences such as holidays, sick days, or other time off.
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Update Tag
Tool to update an existing tag in MOCO. Use when you need to change a tag's name or color.
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Update Taggings
Tool to replace all tags associated with an entity. Use when you need to set the complete tag list for a Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User. This operation replaces all existing tags…
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Update Task Template
Tool to update an existing task template in MOCO. Use when you need to modify the properties of an existing task template.
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Update Unit
Tool to update an existing unit/team. Use when you need to modify unit details after confirming the unit ID.
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Update User
Tool to update an existing staff member/user in MOCO. Use when you need to modify user information such as contact details, role, status, or team assignment. Note that a related employment must be terminated separately…
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Update User Employment
Tool to update a user employment record. Use when you need to modify work hours patterns, employment dates, or user assignment for an existing employment.
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Update Work Time Adjustment
Tool to update an existing work time adjustment in MOCO. Use when you need to modify details of a previously created work time adjustment (e.g., changing hours, description, or date).
Setup
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