Kolleno

Get detailed information about a specific credit_note by ID.

get_credit_note

Get detailed information about a specific customer by ID.

get_customer

Get general balance statistics for a company. Returns total outstanding balance, net balance, and related KPIs in the company's default currency.

get_dashboard_stats

Get detailed information about a specific email_received by ID.

get_email_received

Get detailed information about a specific email_sent by ID.

get_email_sent

Get detailed information about a specific invoice by ID.

get_invoice

Get detailed information about a specific note by ID.

get_note

Get detailed information about a specific transaction by ID.

get_transaction

Get detailed information about a specific payment_charge by ID.

get_payment_charge

Get detailed information about a specific payout by ID.

get_payout

Get the top customers by overdue amount for a company. Returns each customer's overdue balance, percentage of total overdue, number of overdue invoices, average days late, and promise-to-pay status.

get_top_overdue_customers

Get workflow performance: balance recovered, enrolment counts, collection amounts.

get_workflows_performance

List all companies the authenticated user has access to. Call this first to discover available company_ids, which are required by all other tools. Returns: JSON list of companies with id, name, and currency.

list_companies

List the active users of a company. Use this to find a user_id to pass to assign_customer_owner.

list_users

List customer contacts (people) with names, email, position, and primary/active status. Supports pagination and filtering.

list_persons

List credit notes with amounts and allocation status. Supports pagination and filtering.

list_credit_notes

List the customer portfolios of a company. Use this to find portfolio ids for the portfolio_ids and exclude_portfolio_ids filters of the list, analytics and report tools.

list_portfolios

List customers with balances, aging, and payment behaviour. Supports pagination and filtering.

list_customers

List emails received from customers with subject, sender, and threat assessment. Supports pagination and filtering.

list_email_receiveds

List emails sent to customers with subject, recipients, status, and attachments. Supports pagination and filtering.

list_email_sents

List invoices with amounts, dates, and payment status. Supports pagination and filtering.

list_invoices

List customer timeline notes with content, related records, and authorship. Supports pagination and filtering.

list_notes

List payment charges (Kolleno-initiated payments) with status and provider info. Supports pagination and filtering.

list_payment_charges

List transactions (payments received) with amounts and methods. Supports pagination and filtering.

list_transactions

List payouts (settlements from payment providers to bank). Supports pagination and filtering.

list_payouts

List generated report files for a company.

list_report_files

List the report types that saved report files belong to. Pass a returned name as report_type_name to list_report_files.

list_report_types

Pause automated chasing (dunning) for a customer. Requires write access and the chasing-status-change permission (admins have it implicitly). While paused, the customer is excluded from automated reminders.

pause_customer_chasing

Resume automated chasing (dunning) for a customer. Requires write access and the chasing-status-change permission (admins have it implicitly). Clears any pause and its expiry.

resume_customer_chasing

Set a customer's manual risk / warning level (0-10). Requires write access. Raising the level above its current value requires a ``reason``, which is recorded as a note on the customer's timeline.

set_customer_risk

Update an existing manual customer contact. Only the fields you pass change. Requires write access to have been granted for this connection. Contacts imported from an external source cannot be edited.

update_person

Update an existing customer note. Only the fields you pass are changed. Requires write access to have been granted for this connection. System notes (notifications and change logs) cannot be edited.

update_note

Update an existing task. Only the fields you pass are changed. Requires write access to have been granted for this connection.

update_task

Upload a file and attach it to a customer. Requires write access to have been granted for this connection. The file is owned by the customer (sharing_mode=CUSTOMER). Content must be base64-encoded and the filename must include an extension (the MIME type is validated against the extension).

upload_file