MOCO is a business management software offering project management, time tracking, and invoicing solutions.
MOCO is a business management software offering project management, time tracking, and invoicing solutions. On Nagent, Moco is exposed as a fully-configurable project management integration that any agent can call — 218 actions, and API key authentication. No code is required to wire Moco into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Moco to automate the kinds of tasks project management teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Moco into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Moco, with input parameters and output schema. Drop these into any step of an agent built in Helix.
MOCO_ACTIVATE_OFFER_CUSTOMER_APPROVALTool 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.
Input parameters
The unique identifier of the offer to activate customer approval for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_ACTIVITIES_LISTRetrieves 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 by user, project, task, or company - Filter by billing status (billable/non-billable, billed/unbilled) - Search for activities by description, tag, or external reference - Sort results by any field (date, hours, etc.) Returns paginated results with detailed information about each activity including the associated project, task, customer, and user.
Input parameters
Page number for pagination (1-based). Default is 1. Use to navigate through large result sets. If results are empty, you've reached the last page.
Search term to find activities by keyword. Searches across activity tags, descriptions, and external reference IDs (remote_id). Case-insensitive partial match.
Filter by invoicing status. True returns only activities already added to an invoice, False returns only unbilled activities. Omit to get both. Use this to find time that needs to be invoiced.
Field name to sort results by. Common values: 'date' (activity date), 'hours' (time logged), 'created_at' (when logged). Omit for default sorting.
Filter to show only activities for a specific task within projects. Use the task's numeric ID from MOCO.
Filter activities up to this date (inclusive). Format: YYYY-MM-DD. Use with from_date to specify a date range for time entries.
Filter to show only activities logged by a specific user. Use the user's numeric ID from MOCO (get from MOCO_USERS_LIST).
Filter by billability status. True returns only billable activities (can be invoiced), False returns only non-billable activities (internal work). Omit to get both.
Filter activities from this date onwards (inclusive). Format: YYYY-MM-DD. Use with to_date to specify a date range for time entries.
Filter to show only activities for a specific customer/company. Use the company's numeric ID from MOCO (get from MOCO_COMPANY_* actions).
Filter to show only activities associated with a specific project. Use the project's numeric ID from MOCO (get from MOCO_PROJECTS_LIST).
Sort direction. 'asc' for ascending (oldest/smallest first), 'desc' for descending (newest/largest first). Default is 'asc'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_ACTIVITY_GETTool to retrieve a single activity by ID. Use when you need to fetch details for a specific activity after confirming the activity ID.
Input parameters
The unique identifier of the activity to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_ACTIVITY_UPDATETool to update an existing activity. Use when you need to adjust details of a recorded time entry after confirming the activity exists.
Input parameters
ID of the activity to update
Tag assigned to this entry
Date of the activity in YYYY-MM-DD format
Duration in seconds (e.g., 4500 = 1.25 hours)
ID of the task associated with the activity
Whether this activity is billable
External system identifier
ID of the project associated with the activity
URL pointing to the external system ticket
Textual description of the work performed
External system name
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_ASSIGN_OFFERTool 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.
Input parameters
The unique identifier of the offer to assign.
Numeric ID of the deal to link with the offer.
Numeric ID of the company to associate with the offer. Note: If project_id is also provided, the project's company takes precedence.
Numeric ID of the project to assign the offer to. When provided, the offer's company_id is automatically set to the project's company, overriding any company_id value provided.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_ASSIGN_PURCHASE_TO_PROJECTTool 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.
Input parameters
Unique identifier of the purchase to assign
The purchase item identifier to assign
Overrides account settings for expense billability
Boolean to apply configured surcharges
Reference to an existing project expense; if omitted, a new one is created
The project identifier to assign the item to
Overrides account settings for budget tracking
Send notifications to the project leader when creating an expense
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_COMMENTS_LISTTool to retrieve a list of comments. Use after confirming the resource type and ID.
Input parameters
Page number for paginated results.
True for user-created comments; false for system-generated.
Field to sort by (e.g., 'created_at').
Filter by creator user ID.
Sort order: 'asc' or 'desc'.
Filter by resource ID.
Filter by resource type (e.g., 'project', 'session').
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_COMPANY_CREATECreates 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., 'USD', 'EUR', 'CHF') Common optional fields: website, email, phone, address, tags, user_id, country_code
Input parameters
Company's fax number
International Bank Account Number for suppliers
Additional information about the company
Name of the company
Tags associated with the company
Type of the company
Primary email address for the company
Company's phone number
HTML content for invoice footer
Postal address, lines separated by ' '
ID of the responsible user
Company's website URL
Currency code for customers (e.g., 'USD', 'EUR', 'CHF'). Required if type is 'customer'. Must match a currency configured in your MOCO account settings
Unique identifier/reference for the customer (e.g., 'CUST-001', 'K-123'). Leave empty for auto-generated identifier
ISO Alpha-2 country code (e.g., 'DE', 'CH', 'AT')
Tax rate for the customer (percentage)
Debit number if bookkeeping is enabled
Tax rate for the supplier (percentage)
Notes to include on invoices
Credit number if bookkeeping is enabled
European Union VAT identification number
CC email address(es) for billing (comma-separated)
Custom key/value properties
Default number of days until invoice is due
Indicates if sales documents should use the alternative correspondence language
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_COMPANY_DELETETool to delete a company. Use when you need to remove a company from MOCO after confirming no active dependencies.
Input parameters
Unique identifier of the company to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CONTACTS_LISTTool to retrieve a list of contacts. Use when you need to list contacts optionally filtered by tags, term, or phone after confirming criteria.
Input parameters
Page number for pagination, must be >=1.
Comma-separated tags to filter contacts.
Full-text search for firstname, lastname, work_email, or company.
Reverse lookup in work_phone or mobile_phone.
Number of contacts per page, must be >=1.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_ACCOUNT_CATALOG_SERVICESTool 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 modifications.
Input parameters
Array of items in the catalog service. Each item should specify type, title, and pricing details. Required.
Name of the catalog service entry
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_ACCOUNT_CATALOG_SERVICES_ITEMSTool 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.
Input parameters
The catalog service ID to add the item to
Type of item (e.g., 'item', 'title', 'description', 'page-break', 'subtotal', 'separator')
Unit of measurement (e.g., 'h' for hours, 'VM' for virtual machine)
Item title/name
Flag for optional positions
Quantity of the item (can be 0 for all-inclusive items)
Total price for the item
Internal cost per unit
Mark as additional service
Price per unit
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_ACCOUNT_CUSTOM_PROPERTIESTool 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, Select, MultiSelect, Date) and can be configured to appear on documents or trigger notifications.
Input parameters
Data type of the custom property: String, Textarea, Link, Boolean, Select, MultiSelect, or Date
Name of the custom property (e.g., 'Slogan', 'Budget Code')
Target entity type for this custom property. Valid values: Project, Customer, Supplier, Organization, Contact, Unit, User, AbsenceRequest, HolidayRequest, Deal, Expense, Purchase, Invoice, Offer, ProjectGroup, PurchaseOrder
If true, this custom property is only accessible via API and not displayed in the UI
Array of selectable options for Select or MultiSelect kind. Required when kind is Select or MultiSelect
Helper text shown in input fields to guide users
If true, this custom property will be included on offer documents
Alternative language placeholder text for input fields
If true, this custom property will be included on invoice documents
If true, this custom property will be included on timesheet documents
If true, enables notifications for Date-type properties. Only applicable when kind is Date
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_ACTIVITIES_BULKTool 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 call for efficiency - Import time logs from external systems in bulk - Backfill historical time tracking data - Log multiple activities for the same or different projects/tasks at once More efficient than calling activity create endpoint multiple times. All activities must have valid date, project_id, and task_id. Returns all created activities with their generated IDs.
Input parameters
Array of activity objects to create. Each must have date, project_id, and task_id at minimum.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_ACTIVITYTool 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.
Input parameters
Tag assigned to this entry for categorization
Date of the activity in YYYY-MM-DD format
Duration in hours (alternative to seconds, e.g., 2.5 = 2 hours 30 minutes)
Duration in seconds (alternative to hours, e.g., 9000 = 2.5 hours)
ID of the task associated with the activity
Whether this activity is billable. If not specified, inherits from project/task settings
External system identifier (e.g., ticket ID)
ID of the project associated with the activity
URL pointing to the external system ticket or issue
Textual description of the work performed
External system name for integration
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_COMMENTTool 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.
Input parameters
Comment text in plain text or valid HTML (only div, strong, em, u, pre, ul, ol, li, br tags allowed)
ID of the object to comment on (e.g., project ID, deal ID, contact ID)
Type of object to comment on
File content as base64-encoded string (must be provided along with attachment_filename)
Filename for attachment (must be provided along with attachment_content)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_COMMENTS_BULKTool 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.
Input parameters
Comment text to add to all specified objects. Supports plain text or HTML.
Custom timestamp for data migration purposes. Format: YYYY-MM-DDTHH:MM:SS (e.g., 2018-05-09T05:40:06). If not provided, current timestamp is used.
Array of object IDs to create comments for. All IDs must be of the same commentable_type.
The type of object being commented on. All IDs in commentable_ids must be of this type.
File content as a base64-encoded string. Required if attachment_filename is provided.
File name for an attachment to include with the comments.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_CONTACTTool 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 association, and tags.
Input parameters
Additional information or notes about the contact
Array of tag strings to categorize the contact
Title or professional designation (e.g., Dr., Prof., Mr., Ms.)
Gender of the contact: F (female), M (male), or U (unspecified)
User ID responsible for this contact. Defaults to current user if not specified
Birthday in YYYY-MM-DD format
Last name (surname) of the contact
Work fax number
First name (given name) of the contact
ID of the company this contact belongs to
Home (personal) email address
Work email address
Work phone number
Home (residential) address
Job title or position of the contact
Mobile phone number
Work address (lines separated by newline character)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_DEALTool to create a new deal in MOCO. Use when you need to add a deal with specified parameters.
Input parameters
Additional information or notes about the deal
Name of the deal
Array of label strings for categorizing the deal
Monetary value of the deal; must be non-negative
Current status of the deal
ID of the responsible user (representative)
Three-letter ISO currency code (e.g., EUR, USD, CHF)
Date when the deal was closed in YYYY-MM-DD format
ID of the associated contact person
ID of the associated company
Reminder date in YYYY-MM-DD format
ID of the deal category
Service period end date in YYYY-MM-DD format (last day of month)
Service period start date in YYYY-MM-DD format (first day of month)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_DEAL_CATEGORYCreates 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 (0-100) indicating the likelihood of winning at each stage. Use this action to add new stages to your sales pipeline.
Input parameters
Name of the deal category (e.g., 'New Category', 'Negotiation', 'Closed Won')
Probability percentage (0-100) indicating the likelihood of winning deals in this category
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_EMPLOYMENTCreate a new employment (weekly work model) for a user in MOCO. Define work hours distribution across weekdays using 'am' and 'pm' arrays.
Input parameters
Employment end date in YYYY-MM-DD format. Leave unset for open-ended employment.
Employment start date in YYYY-MM-DD format. Defaults to current date if not provided.
Work hours pattern with 'am' and 'pm' arrays (5 values each for Monday-Friday)
The user identifier for whom the employment is being created
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_EXPENSE_TEMPLATETool to create a new expense template in MOCO. Use when you need to set up reusable expense items with predefined pricing and cost information.
Input parameters
Measurement unit type (e.g., 'hours', 'pieces', 'month', 'day')
Name of the expense template
Three-letter currency code (e.g., 'USD', 'EUR', 'CHF')
Internal cost for one unit as a decimal string
Price per single unit as a decimal string
Detailed description of the template
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_HOLIDAYCreate 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.
Input parameters
Number of holiday days to allocate
Year for the holiday entry (e.g., 2019, 2026)
Title/description of the holiday entry (e.g., 'Annual Leave Allocation', 'Urlaubsanspruch 80%')
ID of the user for whom the holiday is created
ID of the user creating the record (optional). If not specified, the authenticated user is used
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_INVOICE_ATTACHMENTTool to add a PDF attachment to an existing invoice. Use when you need to attach supporting documents or files to an invoice record.
Input parameters
Attachment object containing filename and base64-encoded PDF content
The unique ID of the invoice to attach the PDF to
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_INVOICE_BOOKKEEPING_EXPORTTool to create a new invoice bookkeeping export. Use when you need to export invoice data for accounting purposes.
Input parameters
Supplementary information or notes about the bookkeeping export.
Array of invoice identifiers to include in the export.
Controls automatic submission (defaults to true); set to false to prevent automatic DATEV submission.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_INVOICE_PAYMENTTool to create a new invoice payment. Use when recording a payment received for an invoice.
Input parameters
Payment date in YYYY-MM-DD format
Three-letter currency code (e.g., EUR, USD, CHF)
Invoice identifier. Recommended to link payment to a specific invoice
Amount paid (non-negative)
Payment notes or description. Must be provided if invoice_id is omitted
Indicates whether this is a partial payment. Set to true if the payment amount is less than the invoice total
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_INVOICE_REMINDERTool 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.
Input parameters
Additional charges associated with the reminder
Creation date of the reminder in YYYY-MM-DD format
Reminder body content; uses default configured text if not provided
Reminder heading; defaults to configured account settings if omitted
Payment deadline for the reminder in YYYY-MM-DD format
The associated invoice identifier
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_INVOICES_PAYMENTS_BULKTool to create multiple invoice payments in bulk. Use when you need to record multiple payments at once across different invoices.
Input parameters
Array of payment objects to create in bulk. Each payment requires date, invoice_id, and paid_total
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_OFFERTool to create a new offer/proposal. Use after gathering complete offer data (company, dates, items, etc.).
Input parameters
Tax percentage, e.g. 10.0
Offer date in YYYY-MM-DD format
List of offer line items
Offer title
Closing message (supports variables)
ID of the associated deal
Three-letter currency code (required only without company_id, deal_id, or project_id)
Discount percentage
Due date in YYYY-MM-DD format
ID of the associated company
ID of the associated customer contact
ID of the associated project
Greeting text for the offer (supports variables)
Full recipient address, lines separated by '\\n'
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_OFFER_ATTACHMENTTool 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.
Input parameters
The unique identifier of the offer to attach the file to
Attachment object containing filename and base64-encoded file content
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_PROJECT_CONTRACTTool 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.
Input parameters
The unique numeric identifier of the project to assign staff to
Activation status of the assignment
Total budget allocation for this person on the project
The identifier for the staff member being assigned to the project
Whether hours tracked by this person are billable to the client
The person's hourly rate on this project
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_PROJECTS_EXPENSESTool 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.
Input parameters
Date of the expense in YYYY-MM-DD format
File attachment for the expense entry.
Unit of measurement (e.g., 'month', 'hour', 'piece')
Title/name of the expense
ID of the responsible user (defaults to current user if not specified)
Whether the expense is billable to the customer (default: true)
Quantity of units
Cost per unit (internal cost)
ID of the project to add the expense to
Price per unit (billable to customer)
HTML formatted detailed description of the expense
Whether the expense counts toward the project budget (default: false)
Custom key-value property pairs
Service period end date in YYYY-MM-DD format
Service period start date in YYYY-MM-DD format
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_PROJECTS_EXPENSES_BULKTool 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.
Input parameters
Array of expense items to create
ID of the project to add expenses to
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_PROJECTS_PAYMENT_SCHEDULESTool to create a payment schedule entry for a project. Use when you need to add a scheduled payment milestone to an existing project.
Input parameters
Payment schedule date in YYYY-MM-DD format
Name/label for the payment schedule entry
Boolean flag to mark the payment schedule as completed/checked
The net total amount for this payment schedule entry
The unique numeric identifier of the project. Use MOCO_PROJECTS_LIST or MOCO_PROJECT_GET to discover available project IDs.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_PROJECTS_RECURRING_EXPENSESTool 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.
Input parameters
Project ID to attach the recurring expense to
Unit of measurement for the service
Service name or description
Recurrence period: weekly, biweekly, monthly, quarterly, biannual, or annual
Whether the expense is billable to the customer (default true)
Quantity of the service
Cost per unit for internal tracking
Start date for the recurring expense in YYYY-MM-DD format
Price per unit for billing
HTML-formatted details for the recurring expense
End date for the recurring expense in YYYY-MM-DD format. Omit for unlimited recurrence
Whether the expense should be included in budget calculations (default false)
JSON object for custom fields as key/value pairs
Service period direction for the recurring expense.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_PROJECTS_RECURRING_EXPENSES_RECURTool 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 scheduled recurrence date.
Input parameters
The ID of the project containing the recurring expense.
The ID of the recurring expense to trigger ahead of schedule.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_PROJECT_TASKTool 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.
Input parameters
Task designation/name (e.g., 'Design / UX', 'Backend Development')
Whether the task is active. If not specified, defaults to true
Budget allocation for the task in the project currency
Whether the task is billable. If not specified, defaults to project settings
The ID of the project to create the task for
Detailed description of the task
Hourly rate for the task in the project currency
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_PURCHASE_BOOKKEEPING_EXPORTTool to create a new purchase bookkeeping export. Use when you need to export purchases for bookkeeping or DATEV submission.
Input parameters
Additional contextual information for the export
Array of purchase identifiers to include in the export
Submits export to DATEV when enabled (default: true)
Archives purchases following export (default: false)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_PURCHASE_PAYMENTTool 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.
Input parameters
Date of the payment in ISO format (YYYY-MM-DD)
Payment amount as a numeric value
Text description if no purchase_id is set. Either purchase_id OR description must be provided
ID of the associated purchase. Either purchase_id OR description must be provided
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_PURCHASE_PAYMENTS_BULKTool to create multiple purchase payments in bulk. Use when you need to record multiple payments at once for efficiency.
Input parameters
Array of payment objects to create. Each payment must have a date and total, plus either purchase_id or description.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_RECEIPTTool to create a new receipt. Use when you need to record an expense receipt after gathering date, title, currency, and items.
Input parameters
Receipt date in YYYY-MM-DD format
Additional text notes
Array of receipt items with at least one position
Text describing the receipt
Boolean flag indicating if billable
Three-letter currency code (e.g., CHF, EUR, USD)
File attachment for the receipt.
Project identifier for allocation
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_SCHEDULETool 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.
Input parameters
Whether the absence applies to the morning period.
Whether the absence applies to the afternoon period.
Date of the absence in YYYY-MM-DD format.
Symbol icons for schedule entries.
Additional notes or comments about the absence.
ID of the user for active staff. If not supplied, defaults to the user executing the request (from authorization token).
Whether to override any existing schedule entry for the same date and user.
Type of absence: unplannable, public_holiday, sick_day, holiday, or absence.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_TAGTool to create a new tag in MOCO. Use when you need to create a reusable label for categorizing entities like projects, deals, companies, etc.
Input parameters
The tag label/name
Hex color code for the tag (e.g., #FFFF00, #0066CC). Defaults to grey if omitted
The context where the tag can be used. Must be one of: Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_TASK_TEMPLATETool to create a new task template in MOCO. Use when you need to define a reusable task template for projects.
Input parameters
Name of the task template
Numeric value for ordering templates
Indicates if the template is billable
Additional details about the template
Add template to new projects automatically
Links to a revenue category for accounting purposes
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_UNITTool to create a new unit/team in MOCO. Use when you need to provision a new organizational unit.
Input parameters
Name of the unit/team
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_USERSTool 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 permissions, language preference, contact details, and whether to send a welcome email.
Input parameters
Birth date in YYYY-MM-DD format
International Bank Account Number for salary payments
Additional information or notes about the user
Array of tag labels to categorize the user
Email address for the user account
Whether the user account is active. Set false to create an inactive/archived user
Avatar image upload data.
Permission role identifier to define user access level
Team/unit identifier to assign the user to
Whether the user is an external employee or contractor (not internal staff)
Supported language options for user accounts.
Last name of the user
Account password for the new user. Recommended to set for new accounts
First name of the user
Office/work phone number
Physical/home address (lines separated by newline character)
Mobile phone number
Whether to send a welcome email to the new user with account details
Custom field values as key-value pairs
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_USERS_PRESENCESTool 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.
Input parameters
End time in HH:MM 24-hour format (e.g., '14:00'). Can be left blank
Date of the presence in YYYY-MM-DD format
Start time in HH:MM 24-hour format (e.g., '10:00')
Marks as home office (remote work). Defaults to false if not specified
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_USERS_PRESENCES_TOUCHTool 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 system.
Input parameters
Timestamp in format YYYY-MM-DD HH:MM to override system time
Marks entry as remote work (default: false)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_CREATE_WORK_TIME_ADJUSTMENTTool 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).
Input parameters
The date for the adjustment in YYYY-MM-DD format
The quantity of hours to add (positive value) or subtract (negative value)
ID of the user for whom the adjustment is being created
A short explanation of the adjustment reason (e.g., 'Overtime 2026', 'Vacation correction')
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DEACTIVATE_OFFER_CUSTOMER_APPROVALTool 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.
Input parameters
The unique identifier of the offer whose customer approval should be deactivated.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DEAL_CATEGORIES_LISTRetrieves 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 probability percentages (0-100) indicating the likelihood of winning at each stage. Use this action to: - Get available category IDs for creating or updating deals - Understand the sales pipeline stages configured in the system - View probability percentages associated with each stage No parameters required - returns all categories in the system.
Input parameters
Page number for paginated results (1-based). MOCO returns up to 100 entries per page by default.
Number of entries per page for pagination.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DEAL_DELETETool 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."
Input parameters
The unique identifier of the deal to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DEAL_GETRetrieves 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 get full details about a specific deal that you already have the ID for.
Input parameters
The unique identifier of the deal to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DEALS_LISTTool 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.
Input parameters
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Comma-separated list of tags to filter by, e.g., 'Important,Strategic'.
Filter deals by status: one of 'potential', 'pending', 'won', 'lost', or 'dropped'.
Include deals closed on or before this date (YYYY-MM-DD).
Filter deals by associated company ID.
Include deals closed on or after this date (YYYY-MM-DD).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DEAL_UPDATETool to update an existing deal. Use when you need to modify one or more fields of a deal after retrieving its details.
Input parameters
The unique identifier of the deal to update
Additional information for the deal
Name of the deal
List of tags
Monetary value of the deal; must be non-negative
Status of the deal
ID of the responsible user
Three-letter currency code
Date when the deal was closed (YYYY-MM-DD)
ID of the associated person
ID of the associated company
Reminder date (YYYY-MM-DD)
ID of the deal category
Service period end date (YYYY-MM-DD)
Service period start date (YYYY-MM-DD)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_ACCOUNT_CATALOG_SERVICESTool to delete a catalog service. Use when you need to remove a catalog service from MOCO after confirming it is no longer needed.
Input parameters
The unique identifier of the catalog service to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_ACCOUNT_CUSTOM_PROPERTIESTool to delete a custom property in MOCO. Use when you need to permanently remove a custom field definition from an entity type.
Input parameters
The unique identifier of the custom property to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_ACCOUNT_EXPENSE_TEMPLATESTool to delete an expense template. Use when you need to remove an expense template from MOCO after confirming it is no longer needed.
Input parameters
The unique identifier of the expense template to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_CATALOG_SERVICE_ITEMTool 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.
Input parameters
The ID of the item to delete
The ID of the catalog service containing the item
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_COMMENTTool to delete a manually created comment. Use when you need to remove a comment that was created by a user (not system-generated).
Input parameters
The unique identifier of the comment to delete. Only manually created comments can be deleted.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_CONTACTS_PEOPLETool 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.
Input parameters
The unique identifier of the contact person to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_DEAL_CATEGORYTool 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.
Input parameters
The unique identifier of the deal category to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_INVOICETool 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.
Input parameters
The unique identifier of the invoice to delete
Reason for deleting the invoice. Mandatory for non-draft invoices (status other than 'draft'), optional for draft invoices. Provide a clear explanation when deleting finalized invoices.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_INVOICES_PAYMENTSTool to delete an invoice payment. Use when you need to remove an invoice payment record from MOCO.
Input parameters
The invoice payment identifier to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_OFFERS_ATTACHMENTSTool to remove an attachment from an offer. Use when you need to delete a specific attachment by its ID from a given offer.
Input parameters
The unique identifier of the attachment to delete
The unique identifier of the offer containing the attachment
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_PRESENCETool 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."
Input parameters
The unique identifier of the presence record to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_PROJECTTool 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.
Input parameters
The unique identifier of the project to delete. Deletion is only possible if there are no activities, invoices, offers, or expenses associated with the project.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_PROJECTS_CONTRACTSTool 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.
Input parameters
The unique identifier of the project
The unique identifier of the staff assignment/contract to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_PROJECTS_EXPENSESTool 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.
Input parameters
The ID of the expense entry to delete
The ID of the project containing the expense
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_PROJECTS_PAYMENT_SCHEDULESTool to delete a payment schedule from a project. Use when you need to remove a scheduled payment milestone from an existing project.
Input parameters
The unique identifier of the project containing the payment schedule
The unique identifier of the payment schedule to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_PROJECTS_RECURRING_EXPENSESTool 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.
Input parameters
The ID of the project
The ID of the recurring expense to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_PROJECTS_TASKSTool 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.
Input parameters
The unique identifier of the task to delete. Deletion is only possible if no hours were tracked on this task.
The unique identifier of the project
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_PROJECTS_TASKS_DESTROY_ALLTool 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.
Input parameters
The unique identifier of the project whose tasks should be deleted. Tasks with tracked hours will be automatically skipped.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_PURCHASETool to delete a purchase. Use when you need to remove a purchase record that is in 'pending' status and has no registered payments.
Input parameters
The unique identifier of the purchase to delete. Can only delete purchases with 'pending' status that have no registered payments.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_PURCHASE_PAYMENTTool to delete a purchase payment. Use when you need to remove a payment record from a purchase.
Input parameters
The unique identifier of the purchase payment to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_SCHEDULETool 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.
Input parameters
The unique identifier of the schedule entry to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_TAGTool to delete a tag in MOCO. Use when you need to remove a tag and optionally merge it with another tag.
Input parameters
The ID of the tag to delete
Optional parameter to replace all entities tagged with the deleted tag to use an alternative tag instead
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_TAGGINGSTool 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.
Input parameters
Array of tag names to remove from the entity
Entity type - one of: Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User
The ID of the specific entity instance
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_USERTool 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.
Input parameters
Unique identifier of the user to delete. Note: Deleting a user is only possible if the user has no billed hours. Users with billed hours must be archived instead
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DELETE_USERS_EMPLOYMENTSTool 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.
Input parameters
The unique identifier of the employment to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DISABLE_PROJECT_SHARETool to deactivate project report sharing. Use when you need to disable public access to a project's report by removing the sharing URL.
Input parameters
The unique identifier of the project to disable sharing for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_DISREGARD_PROJECT_EXPENSESTool 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.
Input parameters
The unique project ID whose expenses should be marked as already billed
Explanation for marking these expenses as already billed
Array of expense IDs to mark as already billed
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_ACCOUNT_CATALOG_SERVICES_ITEMSTool 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.
Input parameters
The ID of the specific item to retrieve
The ID of the parent catalog service
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_ACCOUNT_FIXED_COSTSTool 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 organized by year and month.
Input parameters
Filters cost data to a specific year (e.g., 2020). If omitted, returns all fixed costs across all years.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_CASHFLOWTool 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 created, payments received, expenses, and other cashflow events. Each entry shows the amount, date, associated company, user, and transaction type. Useful for financial analysis, cash position tracking, and understanding the timing of revenue and expenses.
Input parameters
Text-based search filter to find transactions by keyword. Searches across transaction descriptions and related fields. Case-insensitive partial match.
End date for the cashflow report (inclusive). Format: YYYY-MM-DD. Use with from_date to specify a date range for transactions.
Start date for the cashflow report (inclusive). Format: YYYY-MM-DD. Use with to_date to specify a date range for transactions.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_COMMENTTool to retrieve a single comment by ID. Use when you need to fetch details for a specific comment after confirming the comment ID.
Input parameters
The unique identifier of the comment to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_COMPANYTool 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.
Input parameters
The unique identifier of the company to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_CONTACTTool 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.
Input parameters
The unique identifier of the contact to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_CUSTOM_PROPERTYTool 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.
Input parameters
The unique identifier of the custom property to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_DEAL_CATEGORYTool to retrieve a single deal category by ID. Use when you need detailed information about a specific deal category in the MOCO sales pipeline.
Input parameters
The unique identifier of the deal category to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_EMPLOYMENTTool 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.
Input parameters
The unique identifier of the employment to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_HOLIDAYTool 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.
Input parameters
The unique identifier of the holiday entry to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_INTERNAL_HOURLY_RATESTool 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.
Input parameters
Filter by one or multiple years (e.g., '2021' or '2020,2021'). If omitted, returns rates for all available years.
Filter by a specific unit identifier to get rates for users in that unit only.
Include deactivated users in results when true. If false or omitted, only active users are returned.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_INVOICETool 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.
Input parameters
The unique identifier of the invoice to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_INVOICE_BOOKKEEPING_EXPORTTool 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.
Input parameters
The unique identifier of the bookkeeping export to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_INVOICE_PAYMENTTool 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.
Input parameters
The unique identifier of the invoice payment to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_INVOICE_REMINDERTool 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.
Input parameters
The unique identifier of the invoice reminder to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_INVOICE_REMINDERSTool to retrieve all invoice reminders. Use when you need to view reminders, optionally filtered by invoice ID or date range.
Input parameters
Include reminders dated on or before this date (YYYY-MM-DD).
Include reminders dated on or after this date (YYYY-MM-DD).
Filter by specific invoice ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_INVOICES_BOOKKEEPING_EXPORTSTool to retrieve all invoice bookkeeping exports. Use when you need to view existing invoice bookkeeping exports for accounting purposes.
Input parameters
Page number for paginated results (1-based). MOCO returns up to 100 entries per page by default.
Number of entries per page for pagination.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_INVOICES_EXPENSESTool 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.
Input parameters
The unique identifier of the invoice to retrieve expenses for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_INVOICES_LOCKEDTool 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.
Input parameters
Page number for paginated results (1-based). MOCO returns up to 100 entries per page by default.
Filter by invoice status: draft, created, sent, partially_paid, paid, overdue, or ignored.
End date filter in format YYYY-MM-DD.
Number of entries per page for pagination.
Start date filter in format YYYY-MM-DD.
Filter by specific invoice number.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_INVOICES_PAYMENTSTool to retrieve all invoice payments. Use when you need to view payment records, optionally filtered by invoice or date range.
Input parameters
Filter payments through end date (format: YYYY-MM-DD)
Filter payments from start date (format: YYYY-MM-DD)
Filter by specific invoice ID to show only payments for that invoice
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_INVOICE_TIMESHEETTool 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.
Input parameters
The unique identifier of the invoice to retrieve the timesheet for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_OFFER_CUSTOMER_APPROVALTool 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.
Input parameters
The unique identifier of the offer to retrieve customer approval status for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_OFFER_PDFTool to retrieve a single offer document as PDF. Use when you need to download an offer in PDF format for sharing or archiving.
Input parameters
The unique identifier of the offer to retrieve as PDF.
Optional letter paper template ID to use for the PDF. Defaults to White template if not provided.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PRESENCETool 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.
Input parameters
The unique identifier of the presence entry to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PROFILETool to retrieve the current authenticated user's profile. Use when you need to get information about the API key owner or impersonated user.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PROJECT_CONTRACTTool 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.
Input parameters
The unique identifier of the project
The unique identifier of the staff assignment/contract to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PROJECT_EXPENSETool to retrieve a single additional service (expense) for a project. Use when you need detailed information about a specific project expense entry.
Input parameters
ID of the expense entry to retrieve
ID of the project containing the expense
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PROJECT_PAYMENT_SCHEDULES_BY_IDTool 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.
Input parameters
Filter payment schedules up to this date (YYYY-MM-DD format)
Filter payment schedules from this date onwards (YYYY-MM-DD format)
Filter by checked status - true for checked payment schedules, false for unchecked
The unique numeric identifier of the project. Use MOCO_PROJECTS_LIST or MOCO_PROJECT_GET to discover available project IDs.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PROJECT_REPORTTool 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.
Input parameters
The unique identifier of the project to retrieve the report for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PROJECTS_EXPENSESTool to retrieve all additional services (expenses) for a project. Use when you need to view project costs, track billable expenses, or analyze project spending.
Input parameters
The unique numeric identifier of the project to retrieve expenses for
Filter by billed status. Set to true for already billed expenses, false for unbilled
Filter by the ID of the user who created the expense
Filter by billable status. Set to true for billable expenses, false for non-billable
Filter by budget relevance. Set to true for expenses that count toward budget
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PROJECTS_PAYMENT_SCHEDULESTool 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.
Input parameters
Filter by end date (YYYY-MM-DD format).
Filter by start date (YYYY-MM-DD format).
Display either checked or unchecked payment schedules.
Filter by specific company ID.
Filter by specific project ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PROJECTS_PAYMENT_SCHEDULES3Tool 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.
Input parameters
The unique identifier of the specific payment schedule to retrieve
The unique numeric identifier of the project. Use MOCO_PROJECTS_LIST or MOCO_PROJECT_GET to discover available project IDs.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PROJECTS_RECURRING_EXPENSESTool 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.
Input parameters
Project ID to retrieve recurring expenses for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PROJECTS_TASKSTool 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 categorization.
Input parameters
The unique numeric identifier of the specific task to retrieve within the project.
The unique numeric identifier of the project. Use MOCO_PROJECTS_LIST to discover available project IDs.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PURCHASETool 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.
Input parameters
The unique identifier of the purchase to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PURCHASE_BOOKKEEPING_EXPORTTool 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.
Input parameters
The unique identifier of the purchase bookkeeping export to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PURCHASE_PAYMENTTool 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.
Input parameters
The unique identifier of the purchase payment to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PURCHASES_BOOKKEEPING_EXPORTSTool to retrieve all purchase bookkeeping exports. Use when you need to view existing purchase bookkeeping exports for accounting purposes.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PURCHASES_BUDGETSTool to retrieve purchase budgets for a given fiscal year. Use when you need to check budget allocations, spending status, or remaining funds for purchases.
Input parameters
Fiscal year for which to retrieve budgets (e.g., 2023, 2024).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_PURCHASES_PAYMENTSTool to retrieve all purchase payments. Use when you need an overview of payments made for purchases, optionally filtered by purchase ID or date range.
Input parameters
End date filter to include payments on or before this date (YYYY-MM-DD).
Start date filter to include payments on or after this date (YYYY-MM-DD).
Purchase IDs, can be a single one or comma-separated list (e.g., '123,456').
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_RECEIPTTool 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.
Input parameters
The unique identifier of the receipt to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_RECEIPTSRetrieves 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 - Find receipts by user, project, or purchase category - Filter by refund request submission status - Search for receipts by refund request ID Returns a list with detailed information about each receipt including the associated project, items with VAT details, refund request status, and user information.
Input parameters
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Filter receipts up to this date (inclusive). Format: YYYY-MM-DD. Use with from_date to specify a date range for receipts.
Filter to show only receipts created by a specific user. Use the user's numeric ID from MOCO (get from MOCO_USERS_LIST).
Filter receipts from this date onwards (inclusive). Format: YYYY-MM-DD. Use with to_date to specify a date range for receipts.
Filter by refund request submission status. True returns only receipts with submitted refund requests, False returns only receipts with unsubmitted refund requests. Omit to get both.
Filter to show only receipts associated with a specific project. Use the project's numeric ID from MOCO (get from MOCO_PROJECTS_LIST).
Filter by refund request IDs. Provide comma-separated list of IDs to filter by multiple refund requests.
Filter to show only receipts with a specific purchase category. Use the purchase category's numeric ID from MOCO.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_RECURRING_EXPENSESTool 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 account.
Input parameters
Page number for pagination (1-based). Default is 1. Use to navigate through large result sets.
Field name to sort results by with optional direction. Format: 'field_name' or 'field_name asc/desc'. Example: 'title desc', 'start_date asc'.
Filter to show only recurring expenses created or updated after this timestamp. Format: ISO 8601 (e.g., '2022-04-20T09:17:58Z'). Useful for synchronization.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_REPORT_ABSENCESTool 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.
Input parameters
End date for the report period in YYYY-MM-DD format.
Start date for the report period in YYYY-MM-DD format.
Filter by specific user ID. If not provided, returns data for all users.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_REPORT_FINANCETool 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 range (from/to) or text search term. Each record includes transaction details, amounts in account currency, and associated company/user information.
Input parameters
Text search term to filter financial records. Searches across descriptions and other text fields. Case-insensitive partial match.
End date for the report in YYYY-MM-DD format. Filter financial records up to this date (inclusive). Use with from_date to specify a date range.
Start date for the report in YYYY-MM-DD format. Filter financial records from this date onwards (inclusive). Use with to_date to specify a date range.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_REPORT_UTILIZATIONTool 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: - Analyze team utilization and productivity over a period - Calculate billable vs. unbillable time ratios for employees - Identify under-utilized or over-worked team members - Generate reports for resource planning and capacity management - Track how much time is being charged to clients versus internal work Both from_date and to_date parameters are required to define the reporting period.
Input parameters
End date for the utilization report (inclusive). Format: YYYY-MM-DD. Must be provided to define the reporting period.
Start date for the utilization report (inclusive). Format: YYYY-MM-DD. Must be provided to define the reporting period.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_SCHEDULETool to retrieve a single planning entry (schedule) by ID. Use when you need to fetch details for a specific schedule entry.
Input parameters
The unique identifier of the schedule entry to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_TAGTool to retrieve a single tag by ID. Use when you need to fetch details for a specific tag after confirming the tag ID.
Input parameters
The unique identifier of the tag to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_TAGGINGSTool 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.
Input parameters
Entity type - one of: Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User
The numeric ID of the entity to retrieve tags for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_TAGSTool 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 tags across all entity types - Filter tags by specific entity context (e.g., only Project tags) - Find tags for tagging/categorizing records
Input parameters
Filter tags by entity type. Returns only tags that can be used with the specified entity type. Must be one of: Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User. Omit to get all tags regardless of context.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_TASK_TEMPLATETool 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.
Input parameters
The unique identifier of the task template to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_UNITTool 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.
Input parameters
The unique identifier of the unit/team to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_USERTool 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 specific team member after obtaining their ID (e.g., from MOCO_USERS_LIST).
Input parameters
The unique numeric identifier of the user to retrieve. Use MOCO_USERS_LIST to discover available user IDs.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_USERS_PERFORMANCE_REPORTTool 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 need to analyze work performance, track hour completion, or identify under/over-worked periods.
Input parameters
The unique identifier of the user whose performance report to retrieve.
The year for which to retrieve the performance report (e.g., 2021). If not provided, defaults to the current year.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_VAT_CODE_PURCHASETool 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.
Input parameters
The unique identifier of the VAT code purchase to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_VAT_CODE_PURCHASESTool 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.
Input parameters
Comma-separated list of VAT code IDs to retrieve (e.g., '123,456').
Filter by active status.
Filter by intra-EU service status (Innergemeinschaftliche Leistung).
Filter by reverse charge status (Umkehr Steuerschuldnerschaft).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_VAT_CODE_SALETool 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 exemption notices.
Input parameters
The numeric identifier of the specific sale VAT code to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_VAT_CODE_SALESTool 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.
Input parameters
Filter by active status. Set to true for active codes, false for inactive codes.
Filter by intra-EU transactions. Set to true for EU transaction codes, false for non-EU codes.
Filter by reverse charge taxation. Set to true for reverse charge codes, false for standard codes.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_GET_WORK_TIME_ADJUSTMENTTool 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.
Input parameters
The unique identifier of the work time adjustment to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_INVOICE_CREATETool to create a new invoice. Use after gathering complete invoice data (customer, dates, items, etc.).
Input parameters
Tax percentage, e.g. 8.0
Invoice date in YYYY-MM-DD format
Tags to attach to invoice
List of invoice positions
Invoice title
Footer text (supports variables)
Invoice status: 'created' (default) or 'draft'
Three-letter currency code, e.g. 'CHF'
Discount percentage
Due date in YYYY-MM-DD format
ID of the assigned project
Salutation text (supports variables)
ID of the assigned client
Cash discount percentage
Address propagation: 'invoice', 'project', or 'customer'
Custom key/value pairs
Full recipient address, lines separated by ' '
Service period end date (YYYY-MM-DD)
Days cash discount valid
ID of an internal user
Service period start date (YYYY-MM-DD)
Show/hide detail columns
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_INVOICES_LISTTool to retrieve a list of all invoices. Use when you need an overview of invoices, optionally filtered by status, date range, or client.
Input parameters
Page number for paginated results.
Comma-separated list of tags to filter invoices (e.g., 'Periodenfremd,Inkasso').
Wildcard search term within title and identifier fields.
Comma-separated list of invoice statuses to filter by (e.g., 'draft,paid').
Include invoices dated on or before this date (YYYY-MM-DD).
Number of invoices per page for pagination.
Include invoices dated on or after this date (YYYY-MM-DD).
Filter invoices by associated company ID.
Filter by exact invoice identifier (invoice number).
True to include only non-booked invoices.
Filter invoices by associated project ID.
Include invoices with service period ending on or before this date (YYYY-MM-DD).
True to include disregarded (marked as billed) invoices, default is false.
Include invoices with service period starting on or after this date (YYYY-MM-DD).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_ALL_PROJECT_EXPENSESTool 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.
Input parameters
Comma-separated list of expense IDs to filter by (e.g., '123,456,789')
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Comma-separated list of project tags to filter by
Filter by billed status. True returns only billed expenses, False returns only unbilled
End date for date range filter in YYYY-MM-DD format. Must be provided with from_date
Numeric identifier of the expense creator to filter by
Filter by billable status. True returns only billable expenses, False returns only non-billable
Start date for date range filter in YYYY-MM-DD format. Must be provided with to_date
ISO8601 timestamp to retrieve only expenses modified after this date
Filter by budget relevance. True returns only expenses that count toward project budget
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_ASSIGNED_PROJECTSTool 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.
Input parameters
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Filter projects by active status. Set to true to return only active projects, false for inactive projects, or omit to return all projects.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_CATALOG_SERVICESList 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 templates or catalog offerings.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_COMPANIESTool to retrieve all companies (customers and suppliers). Use when you need to list companies optionally filtered by type, search term, or archived status.
Input parameters
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Search term to filter results by company name or other fields.
Company type filter options.
Include archived companies in results.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_CUSTOM_PROPERTIESTool 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).
Input parameters
Enum for entity types that can have custom properties.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_EMPLOYMENTSRetrieve 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 active employments during specific periods.
Input parameters
Filter employments up to this date (inclusive). Format: YYYY-MM-DD. Returns employments that are active on or before this date.
Filter employments starting from this date (inclusive). Format: YYYY-MM-DD. Returns employments that are active on or after this date.
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Filter to show only employments for a specific user. Use the user's numeric ID from MOCO (get from MOCO_USERS_LIST).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_EXPENSE_TEMPLATESTool to retrieve all expense templates from MOCO. Use when you need to view available expense templates for creating project expenses or generating invoices.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_HOLIDAYSTool 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.
Input parameters
Filter holidays by year (e.g., 2018, 2024). Returns only holiday entries for the specified year.
Filter holidays for a specific user. Use the user's numeric ID from MOCO (get from MOCO_USERS_LIST).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_HOURLY_RATESTool 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.
Input parameters
When provided, returns customer-specific hourly rates; omitting this parameter retrieves global rates.
Set to true to display deactivated user accounts (default: false).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_INVOICE_ATTACHMENTSTool to retrieve all attachments for an invoice. Use when you need to see files attached to a specific invoice.
Input parameters
The ID of the invoice to retrieve attachments for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_OFFER_ATTACHMENTSTool to retrieve all attachments for a specific offer. Use when you need to view or list all files attached to an offer.
Input parameters
The unique identifier of the offer whose attachments to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_PRESENCESTool 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.
Input parameters
End date in format YYYY-MM-DD (e.g., 2018-06-30), must be paired with 'from_date'
Start date in format YYYY-MM-DD (e.g., 2018-06-01), must be paired with 'to_date'
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Filter by specific user ID
Filter by home office status (true/false)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_PROJECT_CONTRACTSTool 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.
Input parameters
The unique numeric identifier of the project to retrieve contracts for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_PROJECT_GROUPSRetrieve 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.
Input parameters
Filter by user ID who created the project group.
Filter by company ID associated with the project group.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_PROJECT_TASKSTool 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.
Input parameters
The unique numeric identifier of the project. Use MOCO_PROJECTS_LIST to discover available project IDs.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_PURCHASE_CATEGORIESRetrieves 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 supplies"). Each category includes an associated credit account code for bookkeeping. Use this action to: - Get available category IDs for creating or categorizing purchases - View all expense categories configured in the system - Check which categories are active or inactive
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_PURCHASE_DRAFTSTool 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.
Input parameters
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_PURCHASESTool to retrieve all purchases (supplier invoices). Use when you need an overview of expenses, optionally filtered by status, date range, or supplier.
Input parameters
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Filter by status (pending or archived).
Filter by date to (YYYY-MM-DD).
Filter by date from (YYYY-MM-DD).
Filter by supplier company ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_SCHEDULESTool 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 vacation days.
Input parameters
Page number for pagination (1-based). Default is 1. Use to navigate through large result sets. If results are empty, you've reached the last page.
Filter schedules up to this date (inclusive). Format: YYYY-MM-DD. Use with from_date to specify a date range for absences.
Filter to show only schedules for a specific user. Use the user's numeric ID from MOCO (get from MOCO_USERS_LIST).
Filter schedules from this date onwards (inclusive). Format: YYYY-MM-DD. Use with to_date to specify a date range for absences.
Filter by absence type code. Accepts comma-separated values: 1=unplannable, 2=public holiday, 3=sick day, 4=holiday, 5=absence. Example: '1,3,4' for unplannable, sick days, and holidays.
Filter all holiday absences (absence_code=4) that belong to a specific holiday request. Use to track all days within a vacation request.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_TASK_TEMPLATESTool to retrieve all task templates from MOCO. Use when you need to get available task templates for creating project tasks or understanding task categories.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_UNITSTool to retrieve all units/teams in MOCO. Use when you need to list organizational units/teams or find unit IDs for assignments.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_USER_ROLESTool 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 configurations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_LIST_WORK_TIME_ADJUSTMENTSTool 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).
Input parameters
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Filter adjustments up to this date (inclusive). Format: YYYY-MM-DD. Use with from_date to specify a date range.
Filter to show only adjustments for a specific user. Use the user's numeric ID from MOCO (get from MOCO_USERS_LIST).
Filter adjustments from this date onwards (inclusive). Format: YYYY-MM-DD. Use with to_date to specify a date range.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_OFFER_GETTool 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.
Input parameters
The unique identifier of the offer to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_OFFERS_LISTTool to retrieve a list of all offers. Use when you need an overview of offers filtered by status, date range, or identifiers.
Input parameters
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Sort offers by 'date', 'created_at', or 'title'.
Filter offers by status.
Comma-separated deal IDs to filter, e.g., '123,456'.
Include offers on or before this date (YYYY-MM-DD).
Include offers on or after this date (YYYY-MM-DD).
Comma-separated company IDs to filter, e.g., '123,456'.
Filter by offer identifier, e.g., 'A1903-003'.
Comma-separated project IDs to filter, e.g., '123,456'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_PATCH_TAGGINGSTool 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 preserving existing tags.
Input parameters
Array of tag names to add to the entity. Existing tags remain intact, new tags are appended. Tags already assigned are silently ignored, and non-existent tags are automatically created.
Entity type - one of: Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User
The ID of the specific entity instance
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_PLANNING_ENTRIES_LISTTool to retrieve a list of all planning entries. Use when you need an overview of planned hours filtered by period, user, or project.
Input parameters
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Date range in 'YYYY-MM-DD:YYYY-MM-DD' format to filter entries.
Filter by user ID.
Filter by project ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_PLANNING_ENTRY_CREATETool to create a new planning entry. Use when you need to allocate working hours to a project or deal.
Input parameters
Symbol identifier (1-10) representing various icons.
Additional comments for the planning entry.
ID of the deal. Required if no project_id is provided.
End date in YYYY-MM-DD format.
ID of the user; defaults to the requesting user if omitted.
Start date in YYYY-MM-DD format.
ID of the project. Required if no deal_id is provided.
Number of hours planned per day; must be non-negative.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_PLANNING_ENTRY_GETTool to retrieve a single planning entry by ID. Use when you need detailed information for a specific planning entry after confirming its ID.
Input parameters
The unique identifier of the planning entry to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_PROJECT_CREATETool to create a new project in MOCO. Use when you need to provision a project with validated parameters.
Input parameters
Additional project information
Name of the project
List of tags (e.g., 'Print', 'Digital')
Total project budget
Deal ID
ISO 4217 currency code
Whether this is a retainer project. If true, start_date, finish_date, and budget_monthly are mandatory and must align to full months.
User ID of the project leader
Primary contact ID
Project identifier (mandatory only if number ranges are manual)
Project start date in YYYY-MM-DD format
Company ID of the customer
Project finish date in YYYY-MM-DD format
Whether this is a fixed-price project
Hourly rate if billing variant dictates
User ID of the co-leader
Additional billing notes
Monthly budget (mandatory if retainer=true)
Billing address, newline-separated
Billing variant: 'project', 'task', or 'user' (default: 'project')
Expenses budget
CC billing recipient email
Primary billing recipient email
Project group ID
Custom key/value property map
Billing contact ID
Secondary contact ID
Include detailed time reports in billing
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_PROJECT_GETRetrieves 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 when you need detailed information about a specific project after obtaining its ID (e.g., from MOCO_PROJECTS_LIST).
Input parameters
The unique numeric identifier of the project to retrieve. Use MOCO_PROJECTS_LIST to discover available project IDs.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_PROJECTS_LISTTool 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.
Input parameters
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Comma-separated list of tags to filter by.
Filter by retainer projects.
Filter by project (co-)leader user ID.
Filter by company ID.
Filter projects created on or before this date (YYYY-MM-DD).
Filter by project identifier.
Filter projects updated on or before this date (YYYY-MM-DD).
Filter projects created on or after this date (YYYY-MM-DD).
Filter projects updated on or after this date (YYYY-MM-DD).
Return complete company information instead of only ID and name.
Include archived projects.
Filter by project group ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_PROJECT_UPDATETool to update an existing project. Use when you need to modify project details after confirming the project ID.
Input parameters
Unique identifier of the project to update
Additional information about the project
Project name
List of tags associated with the project
Whether the project is active
Total budget for the project
ID of the associated deal
Whether the project is billable
Indicates if the project is a retainer; then start_date, finish_date, and budget_monthly (on first/last day of month) become mandatory
User ID of the project leader
ID of the primary contact
Project identifier (required if number ranges are manual)
Project start date in YYYY-MM-DD format
ID of the associated customer
Project finish date in YYYY-MM-DD format
Indicates if the project has a fixed price
Hourly rate for the project
User ID of the co-leader
Notes to include on billing documents
Monthly budget (required if retainer)
Billing address with ' ' separators
Billing variant; 'project', 'task', or 'user'
Budget allocated for expenses
CC billing email
Primary billing email
ID of the project group
Custom key/value properties
ID of the billing contact
ID of the secondary contact
Whether to include a time report
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_PURCHASE_CREATETool to create a new purchase. Use when you need to log an expense record after gathering date, items, and payment info.
Input parameters
Purchase date in YYYY-MM-DD format
A file to attach to the purchase as base64-encoded content.
Supplier IBAN for bank transfer
Free text notes
List of tags to assign
List of purchase line items; at least one required
Title for the purchase; if omitted, generated from items
Initial status (pending/archived)
ID of the responsible user
Three-letter currency code (must be valid for the account)
Due date in YYYY-MM-DD format
Additional reference text
ID of the supplier company
Payment method
Custom metadata fields
Service period end date
Supplier receipt identifier
Service period start date
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_SEND_INVOICE_EMAILTool to send an invoice by email. Use when you need to email an invoice to a customer with custom subject and message.
Input parameters
The invoice ID to send by email
Email message body content
Email subject line for the invoice
Carbon copy email address(es), separated by semicolons
Recipient email address(es). Multiple addresses can be separated by semicolons. If left empty, uses default recipients from project/customer.
Blind carbon copy email address(es), separated by semicolons
Specific letter paper template ID to use. If omitted, uses the default template.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_SEND_INVOICE_REMINDER_EMAILTool to send an invoice reminder by email. Use when you need to email a payment reminder to a customer for an overdue invoice.
Input parameters
The invoice reminder ID to send by email
Email body text content for the reminder
Email subject line for the invoice reminder
Carbon copy email address(es) separated by semicolons
Recipient email address(es) separated by semicolons. If not specified, uses default recipient from customer/invoice.
Blind carbon copy email address(es) separated by semicolons
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_SEND_OFFER_EMAILTool 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.
Input parameters
The unique identifier of the offer to send by email.
The email body text content.
The email subject line.
List of CC email addresses separated by semicolons.
List of recipient email addresses separated by semicolons.
List of BCC email addresses separated by semicolons.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_SHARE_PROJECTTool to activate project report sharing and get a shareable URL. Use when you need to enable public access to a project's report.
Input parameters
The unique identifier of the project to enable sharing for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_START_TIMERTool 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.
Input parameters
The unique identifier of the activity to start the timer on. The activity must be from the current day.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_STOP_ACTIVITY_TIMERTool to stop a timer running on an activity. Use when you need to end time tracking for a currently running activity timer.
Input parameters
The unique identifier of the activity with a running timer to stop.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UNASSIGN_PROJECT_GROUPTool to unassign a project from its project group. Use when you need to remove a project's association with its current project group.
Input parameters
Unique identifier of the project to unassign from its project group
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_ACCOUNT_CATALOG_SERVICETool 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.
Input parameters
ID of the catalog service to update
The catalog service name/title
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_ACCOUNT_CATALOG_SERVICES_ITEMSTool 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.
Input parameters
The ID of the item to update
Type of item (e.g., 'item', 'title', 'description', 'page-break', 'subtotal', 'separator')
Unit of measurement (e.g., 'h' for hours, 'VM' for virtual machine)
Item title/name
Quantity of the item (can be 0 for all-inclusive items)
Total price for the item
The ID of the parent catalog service
Price per unit
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_ACCOUNT_CUSTOM_PROPERTIESTool 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.
Input parameters
ID of the custom property to update
The custom property name
Hides from UI if true
Array of selectable options for Select/MultiSelect kinds
Text displayed as input hint in MOCO
Whether to print on offer
Placeholder in alternative language
Whether to print on invoice
Whether to print on timesheet
Enable notifications (for Date kind only)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_ACCOUNT_EXPENSE_TEMPLATESTool to update an existing expense template in MOCO. Use when you need to modify pricing, description, or other details of a reusable expense item.
Input parameters
The unique identifier of the expense template to update
Measurement unit type (e.g., 'hours', 'pieces', 'month', 'day')
Name of the expense template
Three-letter currency code (e.g., 'USD', 'EUR', 'CHF')
Internal cost for one unit as a decimal string
Price per single unit as a decimal string
Detailed description of the template
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_ACCOUNT_INTERNAL_HOURLY_RATESTool 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.
Input parameters
The fiscal year for which to update the hourly rates
Array of rate objects specifying user_id and rate for each user to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_COMMENTTool to update an existing comment on a MOCO resource. Use when you need to modify the text or attachment of a manually created comment.
Input parameters
The unique identifier of the comment to update. Only manually created comments can be updated.
Comment text in plain text or valid HTML (only div, strong, em, u, pre, ul, ol, li, br tags allowed)
File content as base64-encoded string (must be provided along with attachment_filename)
Filename for attachment (must be provided along with attachment_content)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_COMPANYTool to update an existing company. Use when you need to modify one or more fields of a company after retrieving its details.
Input parameters
The unique identifier of the company to update
Company's fax number
International Bank Account Number for suppliers
Additional information about the company
Name of the company
Tags associated with the company
Type of the company
Primary email address for the company
Company's phone number
HTML content for invoice footer
Postal address, lines separated by ' '
ID of the responsible user
Company's website URL
Currency code for customers (e.g., 'USD', 'EUR', 'CHF')
Unique identifier/reference for the customer (e.g., 'CUST-001', 'K-123')
ISO Alpha-2 country code (e.g., 'DE', 'CH', 'AT')
Tax rate for the customer (percentage)
Debit number if bookkeeping is enabled
Tax rate for the supplier (percentage)
Notes to include on invoices
Credit number if bookkeeping is enabled
European Union VAT identification number
CC email address(es) for billing (comma-separated)
Custom key/value properties
Default number of days until invoice is due
Indicates if sales documents should use the alternative correspondence language
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_CONTACTS_PEOPLETool 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.
Input parameters
The unique identifier of the contact person to update
Additional information or notes about the contact
Array of tag strings to categorize the contact
Title or professional designation (e.g., Dr., Prof., Mr., Ms.)
Gender options for contact.
Birthday in YYYY-MM-DD format
Last name (surname) of the contact
Work fax number
First name (given name) of the contact
ID of the company this contact belongs to
Home (personal) email address
Work email address
Work phone number
Home (residential) address
Job title or position of the contact
Mobile phone number
Work address (lines separated by newline character)
Custom key/value properties for the contact
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_DEAL_CATEGORYTool to update an existing deal category in MOCO. Use when you need to modify the name or probability of a deal category.
Input parameters
The unique identifier of the deal category to update
Name of the deal category (e.g., 'Negotiation', 'Closed Won')
Probability percentage (0-100) indicating the likelihood of winning deals in this category
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_HOLIDAYTool 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.
Input parameters
Unique identifier of the holiday entry to update
Number of holiday days to allocate (can be fractional, e.g., 22.5)
Year for the holiday entry (e.g., 2019, 2026)
Title/description of the holiday entry (e.g., 'Annual Leave Allocation', 'Urlaubsanspruch 80%')
ID of the user for whom the holiday is allocated
ID of the user creating/updating the record (optional). If not specified, the authenticated user is used
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_INVOICE_STATUSTool 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.
Input parameters
The unique identifier of the invoice to update
The new invoice status. Valid values: created, sent, overdue, ignored
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_OFFER_STATUSTool 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).
Input parameters
The unique identifier of the offer to update.
The new status to set for the offer.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_PLANNING_ENTRYTool 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.
Input parameters
The unique identifier of the planning entry to update.
Visual indicator symbol (1-10) representing various icons.
Notes or description for the planning entry.
ID of the deal. Mutually exclusive with project_id.
End date in YYYY-MM-DD format.
ID of the task associated with the planning entry.
ID of the staff member assigned to the planning entry.
Start date in YYYY-MM-DD format.
Blocker status indicator. Set to true to mark the entry as tentative.
ID of the project. Mutually exclusive with deal_id.
Number of hours planned per day; must be non-negative.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_PRESENCETool 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.
Input parameters
The unique identifier of the presence entry to update
End time in HH:MM 24-hour format (e.g., '15:30'). Can be left blank
Date of the presence in YYYY-MM-DD format
Start time in HH:MM 24-hour format (e.g., '08:00')
Whether this is a home office (remote work) day. Defaults to false if not specified
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_PROJECTS_ARCHIVETool to archive a project in MOCO. Use when you need to archive a project without deleting it.
Input parameters
Unique identifier of the project to archive
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_PROJECTS_CONTRACTSTool 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.
Input parameters
Whether the staff assignment is active
Budget allocated for this staff assignment
Whether the staff assignment is billable
ID of the project containing the contract
ID of the contract (staff assignment) to update
Hourly rate for the staff member on this assignment
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_PROJECTS_EXPENSESTool 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 yet been billed.
Input parameters
Date of the expense in YYYY-MM-DD format
Unit of measurement (e.g., 'month', 'hour', 'piece')
Title/name of the expense
Whether the expense is billable to the customer
Quantity of units
Cost per unit (internal cost)
ID of the expense entry to update
ID of the project containing the expense
Price per unit (billable to customer)
HTML formatted detailed description of the expense
Whether the expense counts toward the project budget
Custom key-value property pairs
Service period end date in YYYY-MM-DD format
Service period start date in YYYY-MM-DD format
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_PROJECTS_PAYMENT_SCHEDULESTool to update a payment schedule entry for a project. Use when you need to modify an existing scheduled payment milestone for a project.
Input parameters
Payment schedule date in YYYY-MM-DD format
Name/label for the payment schedule entry
Boolean flag to mark the payment schedule as completed/checked
The net total amount for this payment schedule entry
The unique numeric identifier of the project. Use MOCO_PROJECTS_LIST or MOCO_PROJECT_GET to discover available project IDs.
The unique identifier of the payment schedule to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_PROJECTS_RECURRING_EXPENSESTool 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 and period cannot be modified after creation.
Input parameters
Unit of measurement
Title of the recurring expense
Whether the expense is billable to the customer
Quantity of the service
Cost per unit for internal tracking
The ID of the project containing the recurring expense
Price per unit for billing
Description of the recurring expense (HTML-formatted)
End date of the recurring expense in YYYY-MM-DD format. Set to null to make it unlimited.
Whether the expense is included in budget calculations
Custom field values as key/value pairs
The ID of the recurring expense to update
Service period direction for the recurring expense.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_PROJECTS_TASKSTool 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.
Input parameters
Task designation/name (e.g., 'Design / UX', 'Backend Development')
Whether the task is active
Budget allocation for the task in the project currency
The unique numeric identifier of the task to update
Whether the task is billable
The unique numeric identifier of the project containing the task
Detailed description of the task
Hourly rate for the task in the project currency
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_PROJECTS_UNARCHIVETool to reactivate an archived project. Use when you need to restore a previously archived project to active status.
Input parameters
The unique identifier of the project to unarchive
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_PURCHASETool to update an existing purchase. Use when you need to modify purchase details after confirming the purchase ID.
Input parameters
The purchase ID to update
Purchase date in YYYY-MM-DD format
Bank account number
Free text field
Label array
Purchase title
Purchase status
Responsible user ID
Valid account currency (e.g., EUR)
Due date in YYYY-MM-DD format
Payment reference
Supplier reference ID
Payment method
Custom field data as key-value pairs
Service end date in YYYY-MM-DD format
Receipt reference
Service start date in YYYY-MM-DD format
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_PURCHASES_STORE_DOCUMENTTool 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.
Input parameters
The unique identifier of the purchase to update the document for
File object containing filename and base64-encoded file content
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_PURCHASE_STATUSTool to update the status of a purchase. Use when you need to change a purchase status between pending and archived.
Input parameters
The unique identifier of the purchase to update
The new purchase status. Valid values: pending, archived
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_RECEIPTTool 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.
Input parameters
The unique identifier of the receipt to update
Receipt date in YYYY-MM-DD format
Array of receipt items - overwrites existing items entirely
Text describing the receipt
Three-letter currency code (e.g., CHF, EUR, USD)
File attachment for the receipt.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_SCHEDULETool to update a planning entry (absence/schedule). Use when you need to modify existing absences such as holidays, sick days, or other time off.
Input parameters
Whether the absence applies to the morning period.
The unique identifier of the schedule entry to update.
Whether the absence applies to the afternoon period.
Date of the absence in YYYY-MM-DD format.
Symbol icons for schedule entries.
Additional notes or comments about the absence.
ID of the user for active staff member.
Whether to override any existing schedule entry for the same date and user.
Absence code types for schedule entries.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_TAGTool to update an existing tag in MOCO. Use when you need to change a tag's name or color.
Input parameters
The unique identifier of the tag to update
The tag's display name
Hexadecimal color code for the tag (e.g., #FF0000, #0066CC)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_TAGGINGSTool 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 with the provided list.
Input parameters
Array of tag names to assign to the entity. This replaces all existing tags on the entity.
Entity type - one of: Company, Contact, Project, Deal, Purchase, Invoice, Offer, or User
The ID of the specific entity instance
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_TASK_TEMPLATETool to update an existing task template in MOCO. Use when you need to modify the properties of an existing task template.
Input parameters
The task template ID to update
Name of the task template
Numeric value for ordering templates
Indicates if the template is billable
Additional details about the template
Add template to new projects automatically
Links to a revenue category for accounting purposes
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_UNITTool to update an existing unit/team. Use when you need to modify unit details after confirming the unit ID.
Input parameters
The unique identifier of the unit to update
The new name for the unit/team
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_USERTool 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 through the employment endpoint.
Input parameters
Unique identifier of the user to update
Birth date in YYYY-MM-DD format
International Bank Account Number for salary payments
Additional information or notes about the user
Array of tag labels to categorize the user
Email address for the user account
Whether the user account is active. Set false to archive the user
Avatar image upload data.
Permission role identifier to define user access level
Team/unit identifier to assign the user to
Whether the user is an external employee or contractor (not internal staff)
Supported language options for user accounts.
Last name of the user
First name of the user
Office/work phone number
Physical/home address (lines separated by newline character)
Mobile phone number
Custom field values as key-value pairs
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_USERS_EMPLOYMENTSTool to update a user employment record. Use when you need to modify work hours patterns, employment dates, or user assignment for an existing employment.
Input parameters
The employment ID to update
Employment end date in YYYY-MM-DD format, or null for ongoing employment
Employment start date in YYYY-MM-DD format
Work hours pattern with morning and afternoon hours for each workday.
The user ID associated with this employment
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_UPDATE_USERS_WORK_TIME_ADJUSTMENTSTool 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).
Input parameters
The ID of the work time adjustment to update
The date for the adjustment in YYYY-MM-DD format
Numeric value representing hours to add (positive value) or subtract (negative value)
The ID of the user receiving the adjustment
A short explanation of the adjustment reason (e.g., 'Overtime 2026', 'Vacation correction')
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MOCO_USERS_LISTList 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.
Input parameters
Page number for pagination (1-based). MOCO returns 100 entries per page by default. Use to navigate through large result sets.
Filter users by tags (comma-separated). Returns users matching any of the provided tags.
Include deactivated users when true.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 40 agents privately built on Nagent that already use Moco.
Build on Nagent
Connect Moco to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Moco, and click "Connect Now." You'll authenticate with an API key — Nagent handles credential storage and refresh automatically. Once connected, Moco is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Moco is connected, you configure its 218 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Moco steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Moco event fires, the agent kicks off automatically.
Every Moco action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Moco ships with 218 pre-built project management actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Moco together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Moco-based workflows tailored to your business.