Finance tools
Billing, Bills, Sales CRM
- create_bill: Create a bill (payable).
- create_draft_invoice: Create a DRAFT invoice (stays a Stripe draft — nothing is sent).
- create_recurring_invoice: Set up a monthly recurring invoice (a Stripe subscription billed by invoice — no card on file).
- delete_bill: Delete a bill permanently.
- delete_draft_invoice: Delete a DRAFT invoice (one that was never finalized).
- get_bill: Get one bill by id.
- get_invoice: Get one Stripe invoice by id (line items, totals, customer email, status).
- list_bills: List bills (payables).
- list_invoices: List Stripe invoices for the business.
- list_payments: List recorded payments from the local ledger.
- list_subscriptions: List the business's Stripe subscriptions.
- mark_bill_paid: Mark a bill paid — rolls next_due_date forward by its cadence (one-time bills deactivate).
- update_bill: Update a bill.
- update_billing_customer: Change a billing (Stripe) customer's name and/or email and keep the matching Sapphires contact in sync (created if missing).
- update_invoice: Change a DRAFT invoice's invoice_date (YYYY-MM-DD, the date printed on it), due date (YYYY-MM-DD), footer and/or sales tax.
- update_recurring_invoice: Change a recurring invoice's (subscription's) description (empty string clears it) and/or the sales tax added to every future invoice: tax_percent (e.g.