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Altoviz for AI agents

Agents read Altoviz at once. Changes and sends are held for a person's approval by default.

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About Altoviz

Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable invoices.

What an agent can do in Altoviz

Every Altoviz action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Altoviz without asking first. 38 actions.

  • Find Contact by EmailThis tool allows searching for contacts in Altoviz using an email address. The action is independently executable and returns contact details if found.
  • Find Customer by EmailThis tool allows you to find a customer in Altoviz by their email address. This is a standalone action that doesn't require any resource IDs or dependencies on other tools.
  • Find Product by NumberSearch for a product in Altoviz by its product number/SKU. Returns the first matching product with complete details including name, description, pricing, VAT, unit of measurement, and more. Returns nu
  • Find Product by Number or Internal IDTool to find a product in Altoviz by exact product number or internal ID. Use when you need to look up a product by either its product number/SKU or your internal system ID. At least one of the parame
  • Find Receipt by Internal IDTool to find receipts in Altoviz by customer internal ID. Returns a list of receipts associated with the specified internal ID. If no internal ID is provided, may return all receipts. Use when you nee
  • Find Sale CreditsTool to find sale credits in Altoviz. Use when you need to search for or retrieve credit notes. Can filter by internal ID or return all credits if no filter is provided.
  • Find Sale InvoicesTool to find sale invoices in Altoviz. Use when you need to search for or retrieve invoices. Can filter by internal ID or return all invoices if no filter is provided.
  • Find Sale QuotesTool to find sale quotes in Altoviz. Use when you need to search for or retrieve quotations. Can filter by internal ID or return all quotes if no filter is provided.
  • Get Colleague by IDTool to retrieve a colleague's details from Altoviz by their ID. Use this when you need to fetch information about a specific colleague including their contact information, partner status, and metadat
  • Get Contact by IDTool to retrieve a contact by its unique ID from Altoviz. Use when you need to fetch detailed information about a specific contact.
  • Get Current UserTool to retrieve the current authenticated user's information from Altoviz. Use when you need to get details about the currently authenticated user.
  • Get Customer by IDTool to retrieve a customer by their ID from Altoviz. Use when you need detailed information about a specific customer.
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  • Get Customer by Internal IDTool to retrieve a single customer from Altoviz by their internal ID. Use when you need to fetch detailed information about a specific customer using their internal identifier.
  • Get Customer ContactsTool to retrieve all contacts associated with a specific customer in Altoviz. Use when you need to get contact information for a customer using their customer ID.
  • Get Customer FamilyTool to retrieve a customer family by ID from Altoviz. Use when you need to fetch details of a specific customer family.
  • Get Product by IDTool to retrieve a product by its unique ID in Altoviz. Use when you need complete details about a specific product including pricing, VAT, units, and inventory information.
  • Get Product Family by IDTool to retrieve a specific product family by its ID from Altoviz. Use when you need to fetch details about a product category or family grouping.
  • Get Receipt by IDTool to retrieve a receipt by its ID from Altoviz. Use when you need to fetch details of a specific receipt including amount, payment method, status, and customer information.
  • Get Sale Credit by IDTool to retrieve a sale credit by its ID from Altoviz. Use when you need to get detailed information about a specific credit.
  • Get Sale Invoice by IDTool to retrieve a sale invoice by its ID from Altoviz. Use when you need to get detailed information about a specific invoice.
  • Get SettingsTool to retrieve application settings from Altoviz. Use when you need to access configuration for accounting, company information, emailing, sales, social media, or VAT settings.
  • Get Supplier by IDTool to retrieve a supplier by their ID from Altoviz. Use when you need detailed information about a specific supplier.
  • Get Supplier ContactsTool to retrieve all contacts associated with a specific supplier in Altoviz. Use when you need to get contact information for a supplier using their supplier ID.
  • Get Units ListThis tool retrieves a list of all available units in the Altoviz system. Units are used for product measurements and quantity specifications in various transactions.
  • Get VAT RatesThis tool retrieves a list of all available VAT rates from Altoviz. It's essential for creating and managing invoices and quotes where VAT calculations are required. It supports retrieving VAT rates,
  • List ColleaguesRetrieves a list of colleagues from Altoviz. Supports pagination, sorting, and full-text search. Use this to discover available colleagues, search for specific team members, or list all colleagues in
  • List ContactsTool to retrieve a list of contacts from Altoviz with optional filtering and pagination. Use when you need to browse or search through available contacts.
  • List Customer FamiliesTool to list customer families from Altoviz. Use when you need to retrieve or search through customer family groups. Supports pagination and full-text search to filter results.
  • List CustomersTool to retrieve a paginated list of customers from Altoviz. Use when you need to browse all customers, search for customers by name/email/company, or fetch multiple customers at once. Supports pagina
  • List Product FamiliesTool to retrieve a list of product families from Altoviz. Use when you need to browse available product families, search for specific families, or get family information for product categorization.
  • List ReceiptsTool to retrieve a list of receipts from Altoviz. Use this when you need to view, search, or filter receipts by pagination, ordering, or full-text search.
  • List Sale CreditsTool to retrieve a list of sale credits from Altoviz. Use when you need to view credit notes issued to customers, filter by date range, or find credits for a specific customer. Supports pagination and
  • List Sale InvoicesTool to retrieve a list of sale invoices from Altoviz. Use when you need to view invoices issued to customers, filter by date range, status, or find invoices for a specific customer. Supports paginati
  • List Sale QuotesTool to retrieve a list of sale quotes from Altoviz. Use when you need to view quotes issued to customers, filter by date range, or find quotes for a specific customer. Supports pagination and sorting
  • List SuppliersTool to retrieve a paginated list of suppliers from Altoviz. Use when you need to browse all suppliers, search for suppliers by name/email/company, or fetch multiple suppliers at once. Supports pagina
  • Test API KeyTool to test API key validity and retrieve basic account information. Use this action to verify that the API key is working correctly and to get basic information about the authenticated account.
  • Get Classifications ListThis tool retrieves a list of classifications from the Altoviz platform. Classifications are essential for producing accounting registers from user-created invoices. It can fetch all classifications o
  • List WebhooksTool to retrieve all configured webhooks from Altoviz. Use when you need to view all webhook configurations, including their URLs, event types, and authentication details.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 25 actions.

  • Create ContactCreates a new contact in the Altoviz system. Use when you need to add a new contact with details like name, email, phone, and company information.
  • Create CustomerCreates a new customer in Altoviz. Use type='Company' for business customers (requires companyName) or type='Individual' for personal customers (typically uses firstName/lastName).
  • Create Customer FamilyCreates a new customer family in Altoviz for categorizing and organizing customers into groups. Use when you need to create customer segments or categories for better organization.
  • Create ProductCreates a new product in the Altoviz system. This tool allows for the independent creation of a product with all necessary details.
  • Create Product FamilyTool to create a new product family in Altoviz. Use when you need to organize products into categories or families for better inventory management.
  • Create ReceiptCreates a new receipt in the Altoviz system to record customer payments. Use when you need to document received payments and optionally link them to invoices or other documents.
  • Create Sale CreditCreates a new draft credit note (avoir) in Altoviz. Credit notes are used to cancel or refund invoices. The credit note is created in draft status and can be modified before being finalized.
  • Create Sale InvoiceCreates a new draft sale invoice in Altoviz. The invoice is created in draft status and can be modified before being finalized. Use when you need to generate an invoice for a customer with line items.
  • Delete ColleagueTool to delete a colleague from Altoviz. Use when you need to permanently remove a colleague from the system.
  • Delete CustomerTool to delete a customer from Altoviz. Use when you need to permanently remove a customer record from the system. Use ALTOVIZ_FIND_CUSTOMER first to look up customer IDs by email address if needed.
  • Delete Customer FamilyTool to delete a customer family from Altoviz. Use when you need to permanently remove a customer family from the system.
  • Delete ProductThis tool allows you to delete an existing product from Altoviz. The action permanently removes the product from the system.
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  • Delete Product FamilyTool to delete a product family from Altoviz. Use when you need to permanently remove a product family from the system.
  • Delete ReceiptTool to delete a receipt from Altoviz. Use when you need to permanently remove a receipt from the system.
  • Delete Draft Sale CreditTool to delete a draft credit from Altoviz. Use when you need to permanently remove a draft credit. Only draft credits can be deleted; finalized credits cannot be removed.
  • Delete Sale InvoiceTool to delete a draft sale invoice from Altoviz. Use when you need to permanently remove a draft invoice from the system. Only draft invoices can be deleted; finalized invoices cannot be deleted.
  • Delete Sale QuoteTool to delete a sale quote from Altoviz. Use when you need to permanently remove a quote from the system.
  • Delete SupplierTool to delete a supplier from Altoviz. Use when you need to permanently remove a supplier record from the system.
  • Register WebhookTool to register a new webhook in Altoviz. Use when you need to receive real-time notifications for events like customer creation, invoice updates, or product changes.
  • Update Colleague InformationUpdates an existing colleague's information in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Use this action to modify colleague details such as c
  • Update Customer InformationUpdates an existing customer's information in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Important: For Individual customers, you must provide
  • Update ReceiptUpdates an existing receipt in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Use this to modify receipt details such as amount, date, payment meth
  • Update Sale CreditTool to update a draft credit note in Altoviz. Use when you need to modify an existing draft credit. Only draft credits can be updated; finalized credits cannot be modified.
  • Update Supplier InformationUpdates an existing supplier's information in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Use this when you need to modify supplier details such
  • Unregister WebhookTool to unregister a webhook from Altoviz. Use when you need to remove a webhook configuration. Either webhook ID or URL must be provided to identify which webhook to unregister.

Changes wait in Needs you

Changes and sends in Altoviz are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Altoviz questions

Can an agent change data in Altoviz on its own?

Not by default. Changes and sends in Altoviz are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Altoviz?

This connector lists 38 read actions. Reads run at once, without waiting for approval.

How does Altoviz connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Altoviz to your agents.

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