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Syncro Tools

syncro_ · 169 tools · Free 70 · Pro 99 API-key auth; raw JSON passthrough.

Customers

Tool Plan Access Description
syncro_autocomplete_customers Free Read-only [Syncro] Search customers for autocomplete UI. Use for quick name-based lookup. Returns a slimmer, faster payload than syncro_list_customers when you only need IDs and display names.
syncro_create_customer Pro Write [Syncro] Create a new customer. Provide either business_name (for a company customer) OR both firstname and lastname (for an individual). Additional fields (email, phone, mobile, address, city, state, zip, notes, tax_rate_id, properties) can be supplied via fieldsJson. Returns the created customer with its assigned ID.
syncro_delete_customer Pro Destructive [Syncro] Permanently delete a customer by ID. This action cannot be undone and may cascade to related records (contacts, tickets, invoices). Consider updating the customer or marking it disabled instead. Requires a valid customer ID.
syncro_get_customer Free Read-only [Syncro] Retrieve full customer details by ID. Returns the complete customer record including business info, address, email, phone numbers, notes, and custom properties.
syncro_get_latest_customer Free Read-only [Syncro] Return the most recently created customer. Useful for confirming a just-created customer or auditing new customer intake.
syncro_list_customers Free Read-only [Syncro] List customers with optional filters (query, firstname, lastname, business_name, email, include_disabled). Returns paginated list. Use to find customer IDs for tickets, invoices, assets.
syncro_update_customer Pro Write [Syncro] Update customer fields by ID. Supply any updatable fields via fieldsJson (business_name, firstname, lastname, email, phone, mobile, address, city, state, zip, notes, tax_rate_id, properties, etc.). Use syncro_get_customer to check current values before updating.
syncro_autocomplete_customers parameters
Param Type Required Default Description
businessName string no null Filter by business/company name.
email string no null Filter by primary email address.
firstname string no null Filter by contact first name.
lastname string no null Filter by contact last name.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
query string no null Free-text search term matched against customer/business name and email.
syncro_create_customer parameters
Param Type Required Default Description
businessName string no null Business/company name for a company customer. Provide this OR both firstname and lastname.
email string no null Primary email address for the customer.
fieldsJson string no null Optional JSON object with additional customer fields. Example: {"phone":"555-0100","address":"123 Main St","city":"Denver","state":"CO","zip":"80202","notes":"VIP customer","tax_rate_id":42,"properties":{"industry":"Retail"}}. Field names must match the Syncro API.
firstname string no null First name for an individual customer. Must be paired with lastname when creating an individual.
lastname string no null Last name for an individual customer. Must be paired with firstname when creating an individual.
syncro_delete_customer parameters
Param Type Required Default Description
id integer yes The Syncro customer ID to delete. Use syncro_list_customers or syncro_autocomplete_customers to find valid IDs.
syncro_get_customer parameters
Param Type Required Default Description
id integer yes The Syncro customer ID. Use syncro_list_customers or syncro_autocomplete_customers to find valid IDs.
syncro_list_customers parameters
Param Type Required Default Description
businessName string no null Filter by business/company name.
email string no null Filter by primary email address.
firstname string no null Filter by contact first name.
includeDisabled boolean no null Include disabled customers in the results when true. Defaults to false.
lastname string no null Filter by contact last name.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
query string no null Free-text query matched against customer name, business name, and email.
sort string no null Sort field/direction (e.g. 'business_name asc').
syncro_update_customer parameters
Param Type Required Default Description
fieldsJson string yes JSON object with customer fields to update. Example: {"email":"new@example.com","phone":"555-0200","notes":"Updated preferred contact method"}. Field names must match the Syncro API.
id integer yes The Syncro customer ID to update. Use syncro_list_customers or syncro_autocomplete_customers to find valid IDs.

Contacts

Tool Plan Access Description
syncro_create_contact Pro Write [Syncro] Create a new contact attached to an existing customer. customer_id is required. Provide name, email, phone, and mobile inline or supply additional fields (address1, address2, city, state, zip, notes) via fieldsJson. Returns the created contact with its assigned ID.
syncro_delete_contact Pro Destructive [Syncro] Permanently delete a contact by ID. This action cannot be undone. Requires a valid contact ID.
syncro_get_contact Free Read-only [Syncro] Retrieve full contact details by ID. Returns the complete contact record including name, email, phone numbers, address fields, and notes.
syncro_list_contacts Free Read-only [Syncro] List contacts with optional customer_id filter. Returns paginated list. Use to find contact IDs associated with a customer, or to enumerate all contacts across the tenant.
syncro_update_contact Pro Write [Syncro] Update contact fields by ID. Supply any updatable fields (name, email, phone, mobile, address1, city, state, zip, notes, etc.) via fieldsJson. Use syncro_get_contact to check current values before updating.
syncro_create_contact parameters
Param Type Required Default Description
customerId integer yes The Syncro customer ID to attach this contact to. Required. Use syncro_list_customers to find valid IDs.
email string no null Primary email address for the contact.
fieldsJson string no null Optional JSON object with additional contact fields. Example: {"address1":"123 Main St","city":"Denver","state":"CO","zip":"80202","notes":"Primary billing contact"}. Field names must match the Syncro API.
mobile string no null Mobile phone number for the contact.
name string no null Full display name for the contact.
phone string no null Primary phone number for the contact.
syncro_delete_contact parameters
Param Type Required Default Description
id integer yes The Syncro contact ID to delete. Use syncro_list_contacts to find valid IDs.
syncro_get_contact parameters
Param Type Required Default Description
id integer yes The Syncro contact ID. Use syncro_list_contacts to find valid IDs.
syncro_list_contacts parameters
Param Type Required Default Description
customerId integer no null Filter contacts to a specific customer by Syncro customer ID. Omit to list contacts across all customers.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_update_contact parameters
Param Type Required Default Description
fieldsJson string yes JSON object with contact fields to update. Example: {"email":"new@example.com","phone":"555-0200","notes":"Updated title to VP of Operations"}. Field names must match the Syncro API.
id integer yes The Syncro contact ID to update. Use syncro_list_contacts to find valid IDs.

Customer Phones

Tool Plan Access Description
syncro_create_customer_phone Pro Write [Syncro] Add a phone number to a customer. Provide label (e.g. 'Main', 'Mobile', 'Fax'), number, and optional extension. Additional fields may be supplied via fieldsJson. Returns the created phone record with its assigned ID.
syncro_delete_customer_phone Pro Destructive [Syncro] Permanently delete a phone number from a customer. This action cannot be undone. Use syncro_list_customer_phones to find the phone ID first.
syncro_list_customer_phones Free Read-only [Syncro] List all phone numbers for a customer. Returns each phone's ID, label (e.g. 'Main', 'Mobile', 'Fax'), number, and extension. Use to discover phone IDs before updating or deleting.
syncro_update_customer_phone Pro Write [Syncro] Update an existing phone number for a customer. Provide label, number, extension inline or supply additional fields via fieldsJson. Use syncro_list_customer_phones to find the phone ID first.
syncro_create_customer_phone parameters
Param Type Required Default Description
customerId integer yes The Syncro customer ID to attach this phone to. Use syncro_list_customers to find valid IDs.
extension string no null Optional extension for the phone number (e.g. '1234').
fieldsJson string no null Optional JSON object with additional phone fields. Example: {"primary":true}. Field names must match the Syncro API.
label string no null Label classifying the phone line (e.g. 'Main', 'Mobile', 'Fax', 'Home').
number string no null The phone number in any display format accepted by Syncro (e.g. '555-0100', '+1 555 010 0100').
syncro_delete_customer_phone parameters
Param Type Required Default Description
customerId integer yes The Syncro customer ID that owns the phone. Use syncro_list_customers to find valid IDs.
id integer yes The Syncro phone ID to delete. Use syncro_list_customer_phones to find valid IDs.
syncro_list_customer_phones parameters
Param Type Required Default Description
customerId integer yes The Syncro customer ID whose phones to list. Use syncro_list_customers to find valid IDs.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_update_customer_phone parameters
Param Type Required Default Description
customerId integer yes The Syncro customer ID that owns the phone. Use syncro_list_customers to find valid IDs.
extension string no null Updated extension value.
fieldsJson string no null Optional JSON object with additional phone fields to update. Example: {"primary":true}. Field names must match the Syncro API.
id integer yes The Syncro phone ID to update. Use syncro_list_customer_phones to find valid IDs.
label string no null New label for the phone line (e.g. 'Main', 'Mobile', 'Fax').
number string no null Updated phone number.

Payment Profiles

Tool Plan Access Description
syncro_create_payment_profile Pro Write [Syncro] Add a payment profile (stored card reference) to a customer. Typically takes an external_id plus the processor's payment_profile_id, expiration, and last_four. Additional fields may be supplied via fieldsJson. Returns the created payment profile with its assigned ID.
syncro_delete_payment_profile Pro Destructive [Syncro] Permanently delete a payment profile from a customer. This action cannot be undone. Requires both the customer ID and the payment profile ID.
syncro_get_payment_profile Free Read-only [Syncro] Retrieve a specific payment profile by ID. Returns the full payment profile record (external_id, payment_profile_id, expiration, last_four, card metadata). Requires both the customer ID and the payment profile ID.
syncro_list_payment_profiles Free Read-only [Syncro] List payment profiles (stored cards) for a customer. Returns each profile's ID, external_id, payment_profile_id, last_four, and expiration. Use to discover payment profile IDs before charging an invoice or updating a stored card.
syncro_update_payment_profile Pro Write [Syncro] Update an existing payment profile for a customer. Supply any updatable fields (external_id, payment_profile_id, expiration, last_four, card_type, default, etc.) via fieldsJson. Use syncro_get_payment_profile to check current values before updating.
syncro_create_payment_profile parameters
Param Type Required Default Description
customerId integer yes The Syncro customer ID to attach this payment profile to. Use syncro_list_customers to find valid IDs.
expiration string no null Card expiration in the format expected by Syncro (commonly 'MM/YYYY' or 'MM/YY').
externalId string no null External identifier from your payment processor (e.g. customer profile ID in the gateway).
fieldsJson string no null Optional JSON object with additional payment profile fields. Example: {"card_type":"Visa","default":true}. Field names must match the Syncro API.
lastFour string no null Last four digits of the card number, as a string.
paymentProfileId string no null The processor's payment profile ID (e.g. the tokenized card reference).
syncro_delete_payment_profile parameters
Param Type Required Default Description
customerId integer yes The Syncro customer ID that owns the payment profile. Use syncro_list_customers to find valid IDs.
id integer yes The Syncro payment profile ID to delete. Use syncro_list_payment_profiles to find valid IDs.
syncro_get_payment_profile parameters
Param Type Required Default Description
customerId integer yes The Syncro customer ID that owns the payment profile. Use syncro_list_customers to find valid IDs.
id integer yes The Syncro payment profile ID. Use syncro_list_payment_profiles to find valid IDs.
syncro_list_payment_profiles parameters
Param Type Required Default Description
customerId integer yes The Syncro customer ID whose payment profiles to list. Use syncro_list_customers to find valid IDs.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_update_payment_profile parameters
Param Type Required Default Description
customerId integer yes The Syncro customer ID that owns the payment profile. Use syncro_list_customers to find valid IDs.
fieldsJson string yes JSON object with payment profile fields to update. Example: {"expiration":"12/2030","last_four":"4242"}. Field names must match the Syncro API.
id integer yes The Syncro payment profile ID to update. Use syncro_list_payment_profiles to find valid IDs.

Tickets

Tool Plan Access Description
syncro_add_ticket_comment Pro Write [Syncro] Add a new comment to a ticket. Requires subject and body. Set hidden=true to make the comment internal-only (not visible to customers). Set doNotEmail=true to suppress the customer email notification.
syncro_add_ticket_line_item Pro Write [Syncro] Add a line item (product, service, or labor) to a ticket. Pass fieldsJson with the line item properties. Typical fields: product_id (int), quantity (number), price (number), name (string), cost (number), taxable (bool).
syncro_add_ticket_timer_entry Pro Write [Syncro] Add a timer entry (time log) to a ticket. Supply either start_at + end_at to mark a time range, or duration_minutes for a flat logged duration. Use productId to bill the time as a specific labor product.
syncro_attach_file_to_ticket Pro Write [Syncro] Attach one or more files to a ticket by URL. Syncro fetches files asynchronously from the URLs you provide. URLs must be publicly accessible (signed S3 URLs, public CDN, etc.). Expect 'Processing' response; re-fetch the ticket with syncro_get_ticket to confirm attachment.
syncro_charge_ticket_timer_entry Pro Write [Syncro] Mark a timer entry as charged / converted to a billable line item on the ticket. This is a billing action and may create a ticket line item depending on account configuration. Requires ticket ID and the timer entry ID.
syncro_create_ticket Pro Write [Syncro] Create a new ticket. Requires customer ID and subject. Use syncro_get_ticket_settings to discover valid values for status, priority, problemType, ticketTypeId, and slaId. Returns the created ticket with its assigned ID.
syncro_delete_ticket Pro Destructive [Syncro] Permanently delete a ticket and all associated comments, line items, and timer entries. This action cannot be undone. Requires a valid ticket ID.
syncro_delete_ticket_attachment Pro Destructive [Syncro] Delete an attachment from a ticket. This action cannot be undone. Requires ticket ID and the attachment ID.
syncro_delete_ticket_timer_entry Pro Destructive [Syncro] Delete a timer entry from a ticket. This action cannot be undone. Requires ticket ID and the timer entry ID.
syncro_get_ticket Free Read-only [Syncro] Retrieve full details for a single ticket by ID. Returns the ticket with all comments, line items, timer entries, and custom fields. Requires a valid ticket ID -- use syncro_list_tickets to find IDs.
syncro_get_ticket_settings Free Read-only [Syncro] Retrieve the account-wide ticket configuration: ticket types, statuses, problem types, priorities, SLAs, and custom field definitions. Use this to discover valid values for syncro_create_ticket and syncro_update_ticket parameters.
syncro_list_ticket_comments Free Read-only [Syncro] List comments on a single ticket, paginated. This is the recommended way to retrieve ticket comments -- it is faster than fetching the full ticket with allComments=true and supports per_page sizing (unique among Syncro endpoints). Default 10 per page, max 100.
syncro_list_tickets Free Read-only [Syncro] List tickets with optional filters and pagination. Returns ticket summaries including ID, number, subject, status, customer, and assigned user. Use this to discover ticket IDs or browse the ticket queue. For per-ticket comments, prefer syncro_list_ticket_comments (paginated, faster than allComments=true).
syncro_print_ticket Pro Write [Syncro] Queue a print job for a ticket. This generates a printable ticket document via Syncro's print pipeline. Requires a valid ticket ID.
syncro_remove_ticket_line_item Pro Destructive [Syncro] Remove a line item from a ticket. This action cannot be undone. Requires ticket ID and the ticket line item ID.
syncro_update_ticket Pro Write [Syncro] Update an existing ticket's fields such as subject, status, priority, assigned user, or custom fields. Returns the updated ticket. Use syncro_get_ticket to check current values before updating.
syncro_update_ticket_line_item Pro Write [Syncro] Update an existing line item on a ticket. The fieldsJson body must include ticket_line_item_id identifying the line item to update, plus any fields to change (quantity, price, name, etc.).
syncro_update_ticket_timer_entry Pro Write [Syncro] Update an existing timer entry on a ticket. The fieldsJson body must include the timer_entry_id plus any fields to change (start_at, end_at, duration_minutes, notes, etc.).
syncro_add_ticket_comment parameters
Param Type Required Default Description
body string yes The comment body / message text.
doNotEmail boolean no null If true, suppress the customer email notification for this comment.
hidden boolean no null If true, mark the comment as hidden (internal-only, not visible to the customer).
smsBody string no null Optional SMS body to send alongside the comment.
subject string yes The comment subject / title.
tech string no null Technician name to display as the author. Optional.
ticketId integer yes The Syncro ticket ID to comment on. Use syncro_list_tickets to find valid IDs.
syncro_add_ticket_line_item parameters
Param Type Required Default Description
fieldsJson string yes JSON object with line item fields. Typical fields: product_id (int), quantity (number), price (number), name (string), cost (number), taxable (bool). Example: {"product_id":42,"quantity":2,"price":99.00}.
ticketId integer yes The Syncro ticket ID to add the line item to. Use syncro_list_tickets to find valid IDs.
syncro_add_ticket_timer_entry parameters
Param Type Required Default Description
durationMinutes integer no null Duration in minutes. Alternative to startAt/endAt for a flat logged duration.
endAt string no null End timestamp (ISO 8601, e.g. '2026-04-22T10:00:00Z'). Use together with startAt for a time range.
notes string no null Notes describing the work performed.
productId integer no null Product ID for the labor product to bill this time against. Use syncro_list_products to find valid IDs.
startAt string no null Start timestamp (ISO 8601, e.g. '2026-04-22T09:00:00Z'). Use together with endAt for a time range.
ticketId integer yes The Syncro ticket ID to add the timer entry to. Use syncro_list_tickets to find valid IDs.
userId integer no null User ID to attribute the timer entry to. Use syncro_list_users to find valid IDs.
syncro_attach_file_to_ticket parameters
Param Type Required Default Description
filesJson string yes JSON array of files to fetch. Each item needs 'url' and 'filename'. Example: [{"url":"https://example.com/file.pdf","filename":"doc.pdf"}]. URLs must be publicly fetchable by Syncro's backend.
ticketId integer yes The Syncro ticket ID to attach files to. Use syncro_list_tickets to find valid IDs.
syncro_charge_ticket_timer_entry parameters
Param Type Required Default Description
ticketId integer yes The Syncro ticket ID containing the timer entry. Use syncro_list_tickets to find valid IDs.
timerEntryId integer yes The timer_entry_id to charge. Retrieve via syncro_get_ticket.
syncro_create_ticket parameters
Param Type Required Default Description
contactId integer no null Contact ID to associate with the ticket. Use syncro_list_contacts to find valid IDs.
customerId integer yes The Syncro customer ID the ticket belongs to. Use syncro_list_customers to find valid IDs.
dueDate string no null Due date (ISO 8601, e.g. '2026-05-01T17:00:00Z').
fieldsJson string no null Optional JSON object with additional ticket fields, including properties_attributes for custom fields. Example: {"properties_attributes":{"Custom Field 1":"value"}}.
priority string no null Priority (e.g. 'Low', 'Normal', 'High', 'Urgent').
problemType string no null Problem type (e.g. 'Hardware', 'Software'). Use syncro_get_ticket_settings to discover valid values.
slaId integer no null SLA ID to attach to the ticket. Use syncro_get_ticket_settings to discover valid SLAs.
status string no null Initial status (e.g. 'New', 'In Progress'). Use syncro_get_ticket_settings to discover valid values.
subject string yes The ticket subject / title.
ticketTypeId integer no null Ticket type ID. Use syncro_get_ticket_settings to discover valid ticket types.
userId integer no null Assigned user ID. Use syncro_list_users to find valid IDs.
syncro_delete_ticket parameters
Param Type Required Default Description
id integer yes The Syncro ticket ID to delete. Use syncro_list_tickets to find valid IDs.
syncro_delete_ticket_attachment parameters
Param Type Required Default Description
attachmentId integer yes The attachment ID to delete. Retrieve via syncro_get_ticket.
ticketId integer yes The Syncro ticket ID containing the attachment. Use syncro_list_tickets to find valid IDs.
syncro_delete_ticket_timer_entry parameters
Param Type Required Default Description
ticketId integer yes The Syncro ticket ID containing the timer entry. Use syncro_list_tickets to find valid IDs.
timerEntryId integer yes The timer_entry_id to delete. Retrieve via syncro_get_ticket.
syncro_get_ticket parameters
Param Type Required Default Description
id integer yes The Syncro ticket ID. Use syncro_list_tickets to find valid IDs.
syncro_list_ticket_comments parameters
Param Type Required Default Description
createdAfter string no null Filter to comments created after the given timestamp (ISO 8601, e.g. '2026-01-01T00:00:00Z').
createdBefore string no null Filter to comments created before the given timestamp (ISO 8601, e.g. '2026-01-01T00:00:00Z').
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
perPage integer no 10 Results per page (default 10, max 100). This endpoint is the only Syncro endpoint that honours per_page.
sortBy string no null Field to sort by (e.g. 'created_at'). Optional.
sortDirection string no null Sort direction: 'asc' or 'desc'. Optional.
ticketId integer yes The Syncro ticket ID whose comments to list. Use syncro_list_tickets to find valid IDs.
syncro_list_tickets parameters
Param Type Required Default Description
allComments boolean no false IMPORTANT: As of March 2026 Syncro defaults this to false. Pass true to include comments in the response, or use syncro_list_ticket_comments for paginated comment retrieval. Default: false.
contactId integer no null Filter by contact ID. Use syncro_list_contacts to find valid IDs.
createdAfter string no null Filter to tickets created after the given timestamp (ISO 8601, e.g. '2026-01-01T00:00:00Z').
customerId integer no null Filter by customer ID. Use syncro_list_customers to find valid IDs.
mine boolean no null If true, return only tickets assigned to the currently authenticated API user.
number string no null Filter by ticket number (human-facing ticket number, not the internal ID).
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
query string no null Free-text search query across ticket subject and body.
resolvedAfter string no null Filter to tickets resolved after the given timestamp (ISO 8601, e.g. '2026-01-01T00:00:00Z').
sinceUpdatedAt string no null Filter to tickets updated since the given timestamp (ISO 8601, e.g. '2026-01-01T00:00:00Z').
status string no null Filter by ticket status (e.g. 'New', 'In Progress', 'Resolved'). Use syncro_get_ticket_settings to discover configured statuses.
userId integer no null Filter by assigned user ID. Use syncro_list_users to find valid IDs.
syncro_print_ticket parameters
Param Type Required Default Description
id integer yes The Syncro ticket ID to print. Use syncro_list_tickets to find valid IDs.
syncro_remove_ticket_line_item parameters
Param Type Required Default Description
ticketId integer yes The Syncro ticket ID containing the line item. Use syncro_list_tickets to find valid IDs.
ticketLineItemId integer yes The ticket_line_item_id of the line item to remove. Retrieve via syncro_get_ticket.
syncro_update_ticket parameters
Param Type Required Default Description
fieldsJson string yes JSON object with ticket fields to update. Example: {"status":"Resolved","subject":"Updated subject","properties_attributes":{"Custom Field":"value"}}. Field names must match Syncro API field names.
id integer yes The Syncro ticket ID to update. Use syncro_list_tickets to find valid IDs.
syncro_update_ticket_line_item parameters
Param Type Required Default Description
fieldsJson string yes JSON object with ticket_line_item_id and the fields to update. Example: {"ticket_line_item_id":123,"quantity":3,"price":149.00}.
ticketId integer yes The Syncro ticket ID containing the line item. Use syncro_list_tickets to find valid IDs.
syncro_update_ticket_timer_entry parameters
Param Type Required Default Description
fieldsJson string yes JSON object with timer_entry_id and the fields to update. Typical fields: start_at, end_at, duration_minutes, notes, product_id, user_id. Example: {"timer_entry_id":456,"duration_minutes":45,"notes":"Updated notes"}.
ticketId integer yes The Syncro ticket ID containing the timer entry. Use syncro_list_tickets to find valid IDs.

Ticket Timers

Tool Plan Access Description
syncro_list_ticket_timers Free Read-only [Syncro] List standalone ticket timer entries across all tickets with pagination. Returns timer entries including ID, ticket association, user, duration, and billable flag. Use createdAtLt to page backwards through history. For timers on a specific ticket, prefer syncro_get_ticket.
syncro_update_ticket_timer_billable Pro Write [Syncro] Toggle the billable flag on a ticket timer entry. Set billable=true to mark time as billable to the customer, or false to mark it as non-billable / internal. Returns the updated timer entry.
syncro_list_ticket_timers parameters
Param Type Required Default Description
createdAtLt string no null Filter to timer entries created before the given timestamp (ISO 8601, e.g. '2026-01-01T00:00:00Z'). Useful for backwards pagination through history.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_update_ticket_timer_billable parameters
Param Type Required Default Description
billable boolean yes Whether the timer entry should be marked billable (true) or non-billable (false).
id integer yes The Syncro ticket timer entry ID to update. Use syncro_list_ticket_timers to find valid IDs.

Worksheet Results

Tool Plan Access Description
syncro_create_worksheet_result Pro Write [Syncro] Attach a new worksheet result (instance of a worksheet template) to a ticket. Requires worksheetTemplateId and title. Optional fieldsJson can include complete (bool) and answers (array/object) to pre-populate the worksheet.
syncro_delete_worksheet_result Pro Destructive [Syncro] Permanently delete a worksheet result from a ticket. This action cannot be undone. Requires valid ticket and worksheet result IDs.
syncro_get_worksheet_result Free Read-only [Syncro] Retrieve a single worksheet result by ticket ID and worksheet result ID. Returns the full worksheet including template info, title, completion status, and all answers. Requires valid ticket and worksheet result IDs.
syncro_list_worksheet_results Free Read-only [Syncro] List worksheet results (filled-out checklists/templates) for a specific ticket. Returns worksheet results including ID, template, title, completion status, and answers. Requires a valid ticket ID.
syncro_update_worksheet_result Pro Write [Syncro] Update an existing worksheet result on a ticket. Pass fieldsJson with any fields to change. Typical fields: title (string), complete (bool), answers (array or object of template question answers).
syncro_create_worksheet_result parameters
Param Type Required Default Description
fieldsJson string no null Optional JSON object with additional worksheet fields. Typical fields: complete (bool), answers (array or object of template question answers). Example: {"complete":false,"answers":[{"question_id":1,"value":"Yes"}]}.
ticketId integer yes The Syncro ticket ID to attach the worksheet to. Use syncro_list_tickets to find valid IDs.
title string yes Title for this worksheet result instance.
worksheetTemplateId integer yes The worksheet template ID to instantiate. Discover configured templates via Syncro admin or syncro_get_ticket_settings.
syncro_delete_worksheet_result parameters
Param Type Required Default Description
id integer yes The Syncro worksheet result ID to delete. Use syncro_list_worksheet_results to find valid IDs.
ticketId integer yes The Syncro ticket ID that owns the worksheet result. Use syncro_list_tickets to find valid IDs.
syncro_get_worksheet_result parameters
Param Type Required Default Description
id integer yes The Syncro worksheet result ID. Use syncro_list_worksheet_results to find valid IDs.
ticketId integer yes The Syncro ticket ID that owns the worksheet result. Use syncro_list_tickets to find valid IDs.
syncro_list_worksheet_results parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
ticketId integer yes The Syncro ticket ID whose worksheet results to list. Use syncro_list_tickets to find valid IDs.
syncro_update_worksheet_result parameters
Param Type Required Default Description
fieldsJson string yes JSON object with worksheet fields to update. Typical fields: title (string), complete (bool), answers (array or object). Example: {"complete":true,"answers":[{"question_id":1,"value":"Done"}]}.
id integer yes The Syncro worksheet result ID to update. Use syncro_list_worksheet_results to find valid IDs.
ticketId integer yes The Syncro ticket ID that owns the worksheet result. Use syncro_list_tickets to find valid IDs.

Invoices

Tool Plan Access Description
syncro_add_invoice_line_item Pro Write [Syncro] Add a single line item to an existing invoice. At minimum supply a name (or a product_id to copy pricing from the product catalog). Quantity defaults to 1 on Syncro's side if omitted. Use fieldsJson for additional fields (taxable flag overrides, sku, position, custom properties, etc.). Returns the updated invoice including the new line item and its ID, which you can reuse with syncro_update_invoice_line_item.
syncro_create_invoice Pro Write [Syncro] Create a new invoice for a customer. Requires customer_id, invoice number, and invoice date. Additional fields (due_date, ticket_id, billing/shipping address overrides, tax_rate_id, comment, `line_items` array, etc.) can be supplied via fieldsJson. Returns the created invoice with its assigned ID. Use syncro_list_customers to find customerId; use syncro_add_invoice_line_item afterward to add line items if not supplied here.
syncro_delete_invoice Pro Destructive [Syncro] Permanently delete an invoice by ID. This action cannot be undone and may affect ledgers and paid/balance reports. Prefer voiding through a syncro_update_invoice call when possible. Requires a valid invoice ID.
syncro_delete_invoice_line_item Pro Destructive [Syncro] Permanently remove a line item from an invoice. This action cannot be undone and will update the invoice totals. Requires both invoice ID and line item ID. Use syncro_get_invoice to find line item IDs.
syncro_email_invoice Pro Write [Syncro] Email an invoice to the customer at the email address on file. Uses the tenant's configured invoice email template. Verify the customer has a valid email (see syncro_get_customer) before calling -- sending to a missing/invalid address will fail in Syncro.
syncro_get_invoice Free Read-only [Syncro] Retrieve a single invoice by ID with full details including line items, tax breakdown, balance due, billing/shipping addresses, and status. Use syncro_list_invoices to discover invoice IDs.
syncro_get_invoice_ticket Free Read-only [Syncro] Return the ticket associated with a given invoice. Useful for reconciling billing against labor/services tracked on the ticket (comments, timer entries, charged line items). Not all invoices have an associated ticket -- invoices created directly (POS, standalone) may return an empty response.
syncro_list_invoices Free Read-only [Syncro] List invoices with optional filters for paid/unpaid status, associated ticket, and last-updated timestamp. Returns a paginated collection of invoice summaries including ID, number, customer, totals, and payment status. Use this to discover invoice IDs before calling syncro_get_invoice, syncro_update_invoice, or payment tools. Combine `paid=false` (or `unpaid=true`) with `sinceUpdatedAt` to pull only recently changed open invoices for syncs.
syncro_list_line_items Free Read-only [Syncro] List line items globally across all invoices and estimates. Requires Global Admin permission on the Syncro account -- standard API users will receive a 403. Filter by `invoiceId` or `estimateId` to scope to a specific document, or use `invoiceIdNotNull` / `estimateIdNotNull` to return only line items attached to any invoice or any estimate respectively. Useful for revenue reporting and reconciliation.
syncro_print_invoice Pro Write [Syncro] Queue an invoice for printing via the configured Syncro print job workflow. Returns the print job confirmation. Use this when the tenant has a print-to-PDF or physical print pipeline set up in Syncro.
syncro_update_invoice Pro Write [Syncro] Update fields on an existing invoice. Supply any updatable fields via fieldsJson (due_date, date, number, comment, billing/shipping address, tax_rate_id, etc.). Use syncro_get_invoice to check current values before updating. To change individual line items use syncro_update_invoice_line_item.
syncro_update_invoice_line_item Pro Write [Syncro] Update a single line item on an existing invoice by its line item ID. Supply any updatable fields via fieldsJson (name, quantity, cost, price, discount_percent, taxable, sku, position, properties, etc.). Use syncro_get_invoice to list current line items and their IDs.
syncro_add_invoice_line_item parameters
Param Type Required Default Description
cost number no null Optional cost (your cost, not customer price) in the invoice currency.
discountPercent number no null Optional discount percent applied to this line (0-100).
fieldsJson string no null Optional JSON object with additional line item fields. Example: {"sku":"LAB-HR","position":2,"properties":{"tech":"Alice"}}. Field names must match the Syncro API.
invoiceId integer yes The Syncro invoice ID to add the line item to. Use syncro_list_invoices to find valid IDs.
name string yes The display name / description of the line item.
price number no null Optional unit price (customer-facing) in the invoice currency.
productId integer no null Optional Syncro product ID to link the line item to a catalog product (inherits pricing/taxability).
quantity number no null Optional quantity (defaults to 1 on Syncro's side if omitted). Supports decimals for hourly labor.
taxable boolean no null Optional flag marking the line item as taxable. Defaults to the product/invoice tax settings when omitted.
syncro_create_invoice parameters
Param Type Required Default Description
customerId integer yes The Syncro customer ID the invoice is billed to. Use syncro_list_customers to find valid IDs.
date string yes The invoice date in ISO 8601 format (e.g. '2026-04-22').
fieldsJson string no null Optional JSON object with additional invoice fields. Example: {"due_date":"2026-05-22","ticket_id":1234,"tax_rate_id":42,"comment":"Net 30","line_items":[{"name":"Labor","quantity":2,"price":100}]}. Field names must match the Syncro API.
number string yes The invoice number/identifier (string). Commonly a monotonic counter such as '1042'.
syncro_delete_invoice parameters
Param Type Required Default Description
id integer yes The Syncro invoice ID to delete. Use syncro_list_invoices to find valid IDs.
syncro_delete_invoice_line_item parameters
Param Type Required Default Description
invoiceId integer yes The Syncro invoice ID containing the line item. Use syncro_list_invoices to find valid IDs.
lineItemId integer yes The Syncro line item ID to delete. Use syncro_get_invoice to find line item IDs.
syncro_email_invoice parameters
Param Type Required Default Description
id integer yes The Syncro invoice ID to email. Use syncro_list_invoices to find valid IDs.
syncro_get_invoice parameters
Param Type Required Default Description
id integer yes The Syncro invoice ID. Use syncro_list_invoices to find valid IDs.
syncro_get_invoice_ticket parameters
Param Type Required Default Description
id integer yes The Syncro invoice ID. Use syncro_list_invoices to find valid IDs.
syncro_list_invoices parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
paid boolean no null Filter to only paid invoices when true, or only non-paid when false. Omit for no paid/unpaid filter.
sinceUpdatedAt string no null Return only invoices updated at or after this ISO 8601 timestamp (e.g. '2026-01-01T00:00:00Z'). Useful for incremental syncs.
ticketId integer no null Filter to invoices linked to a specific ticket ID. Use syncro_list_tickets to find ticket IDs.
unpaid boolean no null Filter to only unpaid invoices when true. Mutually exclusive with `paid` but either may be used; omit for no filter.
syncro_list_line_items parameters
Param Type Required Default Description
estimateId integer no null Filter to line items belonging to a specific estimate ID.
estimateIdNotNull boolean no null When true, return only line items that are attached to some estimate (estimate_id IS NOT NULL).
invoiceId integer no null Filter to line items belonging to a specific invoice ID.
invoiceIdNotNull boolean no null When true, return only line items that are attached to some invoice (invoice_id IS NOT NULL).
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_print_invoice parameters
Param Type Required Default Description
id integer yes The Syncro invoice ID to print. Use syncro_list_invoices to find valid IDs.
syncro_update_invoice parameters
Param Type Required Default Description
fieldsJson string yes JSON object with invoice fields to update. Example: {"due_date":"2026-06-01","comment":"Extended terms"}. Field names must match the Syncro API.
id integer yes The Syncro invoice ID to update. Use syncro_list_invoices to find valid IDs.
syncro_update_invoice_line_item parameters
Param Type Required Default Description
fieldsJson string yes JSON object with line item fields to update. Example: {"quantity":3,"price":95.00,"discount_percent":10}. Field names must match the Syncro API.
invoiceId integer yes The Syncro invoice ID containing the line item. Use syncro_list_invoices to find valid IDs.
lineItemId integer yes The Syncro line item ID to update. Use syncro_get_invoice to find line item IDs.

Estimates

Tool Plan Access Description
syncro_add_estimate_line_item Pro Write [Syncro] Add a single line item to an existing estimate. At minimum supply a name (or a product_id to copy pricing from the product catalog). Quantity defaults to 1 on Syncro's side if omitted. Use fieldsJson for additional fields (taxable flag overrides, sku, position, custom properties, etc.). Returns the updated estimate including the new line item and its ID, which you can reuse with syncro_update_estimate_line_item.
syncro_convert_estimate_to_invoice Pro Write [Syncro] Convert an approved estimate into a real invoice, copying all line items and customer info. Returns the new invoice. This is a high-value action: the generated invoice becomes billable immediately in Syncro. Upstream permission gating requires BOTH `edit:estimates` AND `edit:invoices` -- ensure the caller holds both before using. Once converted, the estimate status moves to 'converted' and cannot be edited further. Use syncro_get_estimate to verify line items and totals beforehand.
syncro_create_estimate Pro Write [Syncro] Create a new estimate (quote) for a customer. Requires customer_id. Additional fields (date, expires_at, number, comment, `line_items` array, etc.) can be supplied via fieldsJson. Returns the created estimate with its assigned ID. Use syncro_list_customers to find customerId; use syncro_add_estimate_line_item afterward to add line items if not supplied here.
syncro_delete_estimate Pro Destructive [Syncro] Permanently delete an estimate by ID. This action cannot be undone. Consider marking the estimate declined via syncro_update_estimate instead to preserve the audit trail. Requires a valid estimate ID.
syncro_delete_estimate_line_item Pro Destructive [Syncro] Permanently remove a line item from an estimate. This action cannot be undone and will update the estimate totals. Requires both estimate ID and line item ID. Use syncro_get_estimate to find line item IDs.
syncro_email_estimate Pro Write [Syncro] Email an estimate to the customer at the email address on file. Uses the tenant's configured estimate email template. Verify the customer has a valid email (see syncro_get_customer) before calling -- sending to a missing/invalid address will fail in Syncro.
syncro_get_estimate Free Read-only [Syncro] Retrieve a single estimate by ID with full details including line items, pricing, status, and customer info. Use syncro_list_estimates to discover estimate IDs.
syncro_list_estimates Free Read-only [Syncro] List estimates (quotes) with pagination and optional filters. Returns a paginated collection of estimate summaries including ID, number, customer, totals, and status (open/approved/converted/declined). Use this to find estimate IDs before calling syncro_get_estimate, syncro_update_estimate, or syncro_convert_estimate_to_invoice.
syncro_print_estimate Pro Write [Syncro] Queue an estimate for printing via the configured Syncro print job workflow. Returns the print job confirmation. Use this when the tenant has a print-to-PDF or physical print pipeline set up in Syncro.
syncro_update_estimate Pro Write [Syncro] Update fields on an existing estimate. Supply any updatable fields via fieldsJson (number, date, expires_at, status, comment, etc.). Use syncro_get_estimate to check current values before updating. To change individual line items use syncro_update_estimate_line_item.
syncro_update_estimate_line_item Pro Write [Syncro] Update a single line item on an existing estimate by its line item ID. Supply any updatable fields via fieldsJson (name, quantity, cost, price, discount_percent, taxable, sku, position, properties, etc.). Use syncro_get_estimate to list current line items and their IDs.
syncro_add_estimate_line_item parameters
Param Type Required Default Description
cost number no null Optional cost (your cost, not customer price) in the estimate currency.
discountPercent number no null Optional discount percent applied to this line (0-100).
estimateId integer yes The Syncro estimate ID to add the line item to. Use syncro_list_estimates to find valid IDs.
fieldsJson string no null Optional JSON object with additional line item fields. Example: {"sku":"LAB-HR","position":2,"properties":{"tech":"Alice"}}. Field names must match the Syncro API.
name string yes The display name / description of the line item.
price number no null Optional unit price (customer-facing) in the estimate currency.
productId integer no null Optional Syncro product ID to link the line item to a catalog product (inherits pricing/taxability).
quantity number no null Optional quantity (defaults to 1 on Syncro's side if omitted). Supports decimals for hourly labor.
taxable boolean no null Optional flag marking the line item as taxable. Defaults to the product/estimate tax settings when omitted.
syncro_convert_estimate_to_invoice parameters
Param Type Required Default Description
id integer yes The Syncro estimate ID to convert. Use syncro_list_estimates to find valid IDs.
syncro_create_estimate parameters
Param Type Required Default Description
customerId integer yes The Syncro customer ID the estimate is issued to. Use syncro_list_customers to find valid IDs.
fieldsJson string no null Optional JSON object with additional estimate fields. Example: {"date":"2026-04-22","expires_at":"2026-05-22","number":"EST-2045","comment":"Initial quote","line_items":[{"name":"Labor","quantity":2,"price":100}]}. Field names must match the Syncro API.
syncro_delete_estimate parameters
Param Type Required Default Description
id integer yes The Syncro estimate ID to delete. Use syncro_list_estimates to find valid IDs.
syncro_delete_estimate_line_item parameters
Param Type Required Default Description
estimateId integer yes The Syncro estimate ID containing the line item. Use syncro_list_estimates to find valid IDs.
lineItemId integer yes The Syncro line item ID to delete. Use syncro_get_estimate to find line item IDs.
syncro_email_estimate parameters
Param Type Required Default Description
id integer yes The Syncro estimate ID to email. Use syncro_list_estimates to find valid IDs.
syncro_get_estimate parameters
Param Type Required Default Description
id integer yes The Syncro estimate ID. Use syncro_list_estimates to find valid IDs.
syncro_list_estimates parameters
Param Type Required Default Description
customerId integer no null Filter to estimates for a specific customer ID. Use syncro_list_customers to find customer IDs.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
query string no null Free-text query matched against estimate number and customer name.
sinceUpdatedAt string no null Return only estimates updated at or after this ISO 8601 timestamp (e.g. '2026-01-01T00:00:00Z'). Useful for incremental syncs.
status string no null Filter by estimate status (e.g. 'open', 'approved', 'declined', 'converted').
syncro_print_estimate parameters
Param Type Required Default Description
id integer yes The Syncro estimate ID to print. Use syncro_list_estimates to find valid IDs.
syncro_update_estimate parameters
Param Type Required Default Description
fieldsJson string yes JSON object with estimate fields to update. Example: {"expires_at":"2026-06-01","status":"approved"}. Field names must match the Syncro API.
id integer yes The Syncro estimate ID to update. Use syncro_list_estimates to find valid IDs.
syncro_update_estimate_line_item parameters
Param Type Required Default Description
estimateId integer yes The Syncro estimate ID containing the line item. Use syncro_list_estimates to find valid IDs.
fieldsJson string yes JSON object with line item fields to update. Example: {"quantity":3,"price":95.00,"discount_percent":10}. Field names must match the Syncro API.
lineItemId integer yes The Syncro line item ID to update. Use syncro_get_estimate to find line item IDs.

Payments

Tool Plan Access Description
syncro_create_payment Pro Write [Syncro] Record a new payment from a customer. Requires customer_id, amount_cents (integer CENTS -- e.g. 11000 for $110.00), and payment_method. Optionally link the payment to a single invoice (invoice_id or invoice_number), supply a reference number (ref_num), or split across multiple invoices via applyPayments. IMPORTANT: Syncro's API is inconsistent about units between the two amount fields -- amount_cents is an integer in cents, but apply_payments values are per-invoice DOLLAR AMOUNTS as STRINGS with two decimal places (e.g. "48.00"). The sum of apply_payments values must equal amount_cents / 100 (expressed in dollars). Extra fields go through fieldsJson. Use syncro_list_payment_methods to discover valid payment_method strings.
syncro_get_payment Free Read-only [Syncro] Retrieve a single payment record by ID including amount, method, reference number, customer, and the invoices the payment was applied to. Use syncro_list_payments to discover payment IDs.
syncro_list_payment_methods Free Read-only [Syncro] List the payment methods configured on the tenant's Syncro account (e.g. 'Cash', 'Check', 'Credit Card', custom methods). Not paginated -- returns the full set in a single call. Use before syncro_create_payment to ensure the payment_method string matches a valid value.
syncro_list_payments Free Read-only [Syncro] List payments with pagination and an optional free-text query. Returns a paginated collection of payment records including ID, customer, amount, payment method, associated invoices, and timestamps. Use this to reconcile payments against invoices or find payment IDs for syncro_get_payment.
syncro_create_payment parameters
Param Type Required Default Description
amountCents integer yes The payment amount in integer CENTS. Example: 11000 represents $110.00.
applyPaymentsJson string no null Optional JSON object mapping invoice_id (string key) to DOLLAR AMOUNT (string value with two decimal places) to split the payment across multiple invoices. Example matching amountCents=11000: {"1649196016":"62.00","1649196007":"48.00"}. The sum of dollar values must equal amountCents / 100. NOTE: Syncro stores the top-level total in cents but splits in dollar strings -- do not mix units.
customerId integer yes The Syncro customer ID the payment is received from. Use syncro_list_customers to find valid IDs.
fieldsJson string no null Optional JSON object with additional payment fields. Example: {"notes":"Paid in full via wire transfer"}. Field names must match the Syncro API.
invoiceId integer no null Optional Syncro invoice ID to apply the full payment to. Mutually exclusive with invoiceNumber and applyPayments.
invoiceNumber string no null Optional invoice number (string) to apply the full payment to. Useful when the caller only has the printed number. Mutually exclusive with invoiceId and applyPayments.
paymentMethod string yes The payment method string (e.g. 'Cash', 'Check', 'Credit Card'). Use syncro_list_payment_methods to list valid values.
refNum string no null Optional reference number (e.g. check number, transaction ID) stored on the payment record.
syncro_get_payment parameters
Param Type Required Default Description
id integer yes The Syncro payment ID. Use syncro_list_payments to find valid IDs.
syncro_list_payments parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
query string no null Free-text query to filter payments (matches reference numbers, customer name, notes).

Contracts

Tool Plan Access Description
syncro_create_contract Pro Write [Syncro] Create a new contract for a customer. Requires customer_id. Optional scalar fields cover the common contract attributes; use fieldsJson for any additional fields supported by the Syncro API. Use syncro_list_customers to find customerId.
syncro_delete_contract Pro Destructive [Syncro] Permanently delete a contract by ID. This action cannot be undone and will unlink the contract from any assets/tickets that referenced it. Consider marking the contract expired via syncro_update_contract to preserve the audit trail. Requires a valid contract ID.
syncro_get_contract Free Read-only [Syncro] Retrieve a single contract by ID with full details including customer, amount, description, date range, status, associated SLA, and which assets or tickets the contract applies to. Use syncro_list_contracts to discover contract IDs.
syncro_list_contracts Free Read-only [Syncro] List customer contracts (managed-service agreements, prepaid blocks, SLA agreements) with pagination. Returns a paginated collection of contract summaries including ID, customer, name, amount, status, and date range. Use this to find contract IDs for syncro_get_contract, syncro_update_contract, or syncro_delete_contract.
syncro_update_contract Pro Write [Syncro] Update fields on an existing contract. Supply any updatable fields via fieldsJson (name, description, contract_amount, start_date, end_date, status, sla_id, etc.). Use syncro_get_contract to check current values before updating.
syncro_create_contract parameters
Param Type Required Default Description
applyToAll boolean no null When true, apply this contract to ALL of the customer's assets/tickets. Defaults to false if omitted, which requires manually linking assets.
contractAmount number no null Optional total contract amount (currency value, e.g. 1200.00 for a $1,200 retainer).
customerId integer yes The Syncro customer ID the contract belongs to. Use syncro_list_customers to find valid IDs.
description string no null Optional free-text description of the contract scope.
endDate string no null Optional end date in ISO 8601 format (e.g. '2027-04-22').
fieldsJson string no null Optional JSON object with additional contract fields. Example: {"billing_schedule":"monthly","auto_renew":true}. Field names must match the Syncro API.
name string no null Optional contract name (display label).
slaId integer no null Optional SLA ID to associate with the contract.
startDate string no null Optional start date in ISO 8601 format (e.g. '2026-04-22').
status string no null Optional contract status string (values are tenant-configured; common examples: 'active', 'expired', 'pending').
syncro_delete_contract parameters
Param Type Required Default Description
id integer yes The Syncro contract ID to delete. Use syncro_list_contracts to find valid IDs.
syncro_get_contract parameters
Param Type Required Default Description
id integer yes The Syncro contract ID. Use syncro_list_contracts to find valid IDs.
syncro_list_contracts parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_update_contract parameters
Param Type Required Default Description
fieldsJson string yes JSON object with contract fields to update. Example: {"status":"expired","end_date":"2026-06-01"}. Field names must match the Syncro API.
id integer yes The Syncro contract ID to update. Use syncro_list_contracts to find valid IDs.

Recurring Invoices

Tool Plan Access Description
syncro_add_schedule_line_item Pro Write [Syncro] Add a line item to an existing recurring invoice schedule. Pass the line item payload as JSON via fieldsJson (product_id, quantity, price, name, taxable, etc.). The line item will be included on every future invoice generated from this schedule.
syncro_create_schedule Pro Write [Syncro] Create a new recurring invoice schedule. Required: customerId, frequency, name, nextRun (ISO date). Optional flags control email delivery, snail mail, charge-on-file (chargeMop), automatic ticket charge invoicing, and paused state. After creation, use syncro_add_schedule_line_item to add billable items.
syncro_delete_schedule Pro Destructive [Syncro] Permanently delete a recurring invoice schedule and all its line items. This action cannot be undone. If you only want to stop generating invoices temporarily, prefer syncro_update_schedule with paused=true.
syncro_get_schedule Free Read-only [Syncro] Retrieve full details of a single recurring invoice schedule by ID, including customer, frequency, next run date, delivery options, paused state, and line items. Use syncro_list_schedules to find schedule IDs.
syncro_list_schedules Free Read-only [Syncro] List recurring invoice schedules with optional customer filter. Schedules define automated recurring billing (frequency, next run date, line items, delivery options). Returns paginated results. Use to discover schedule IDs for updates, pauses, or line item management.
syncro_remove_schedule_line_item Pro Destructive [Syncro] Remove a line item from a recurring invoice schedule. The line item will no longer appear on future invoices generated from this schedule. This action cannot be undone (you would need to re-add the line item to restore it).
syncro_update_schedule Pro Write [Syncro] Update a recurring invoice schedule's fields (name, frequency, next_run, email_customer, snail_mail, charge_mop, paused, invoice_unbilled_ticket_charges, notes, etc.). Use syncro_get_schedule to check current values before updating. To change line items, use the schedule line item tools.
syncro_update_schedule_line_item Pro Write [Syncro] Update fields on an existing schedule line item (quantity, price, name, taxable, product_id, etc.). Use syncro_get_schedule to find the line item ID and its current values before updating.
syncro_add_schedule_line_item parameters
Param Type Required Default Description
fieldsJson string yes JSON object describing the line item. Example: {"product_id":123,"quantity":1,"price":99.00,"name":"Managed Services","taxable":true}. Use product_id to reference a catalog product, or omit it and supply name/price for a custom line item.
scheduleId integer yes The Syncro recurring invoice schedule ID to add a line item to. Use syncro_list_schedules to find valid IDs.
syncro_create_schedule parameters
Param Type Required Default Description
chargeMop boolean no null When true, charge the customer's saved payment method (MOP) automatically on each run.
customerId integer yes Customer ID that will be billed by this schedule. Use syncro_list_customers to find customer IDs.
emailCustomer boolean no null When true, email the generated invoice to the customer automatically on each run.
fieldsJson string no null Optional JSON object with additional schedule fields (e.g. line_items array, tax_rate_id, notes). Example: {"line_items":[{"product_id":123,"quantity":1,"price":99.00}],"notes":"Monthly managed services"}. Field names must match the Syncro API.
frequency string yes Billing cadence. One of: Daily, Weekly, Biweekly, Monthly, Quarterly, Semi-Annually, Annually, Biennially, Triennially.
invoiceUnbilledTicketCharges boolean no null When true, roll any unbilled ticket charges for the customer into the generated invoice.
name string yes Display name for this recurring invoice (visible internally and on generated invoices).
nextRun string yes Date of the next scheduled run (ISO 8601 date, e.g. '2026-05-01'). Subsequent runs derive from the frequency.
paused boolean no null When true, pause the schedule (no invoices generated until unpaused).
snailMail boolean no null When true, mark the invoice for snail-mail delivery on each run.
syncro_delete_schedule parameters
Param Type Required Default Description
id integer yes The Syncro recurring invoice schedule ID to delete. Use syncro_list_schedules to find valid IDs.
syncro_get_schedule parameters
Param Type Required Default Description
id integer yes The Syncro recurring invoice schedule ID. Use syncro_list_schedules to find valid IDs.
syncro_list_schedules parameters
Param Type Required Default Description
customerId integer no null Optional customer ID to filter schedules to a single customer. Use syncro_list_customers to find customer IDs.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_remove_schedule_line_item parameters
Param Type Required Default Description
scheduleId integer yes The Syncro recurring invoice schedule ID that owns the line item. Use syncro_list_schedules to find valid IDs.
scheduleLineItemId integer yes The schedule line item ID to remove. Inspect the schedule via syncro_get_schedule to find line item IDs.
syncro_update_schedule parameters
Param Type Required Default Description
fieldsJson string yes JSON object with schedule fields to update. Example: {"paused":true,"next_run":"2026-06-01","name":"Managed Services - Q3"}. Field names must match the Syncro API.
id integer yes The Syncro recurring invoice schedule ID to update. Use syncro_list_schedules to find valid IDs.
syncro_update_schedule_line_item parameters
Param Type Required Default Description
fieldsJson string yes JSON object with line item fields to update. Example: {"quantity":2,"price":149.00,"name":"Managed Services - Premium"}. Field names must match the Syncro API.
scheduleId integer yes The Syncro recurring invoice schedule ID that owns the line item. Use syncro_list_schedules to find valid IDs.
scheduleLineItemId integer yes The schedule line item ID to update. Inspect the schedule via syncro_get_schedule to find line item IDs.

Products

Tool Plan Access Description
syncro_add_product_images Pro Write [Syncro] Attach one or more images to a product via publicly reachable URLs. Syncro downloads each URL asynchronously on its side -- the response returns immediately, before the images are fully ingested. Re-read the product with syncro_get_product after a short delay to confirm the images appear. No direct file upload is supported by this endpoint.
syncro_create_product Pro Write [Syncro] Create a new product in the catalog. Required: name and description. Common optional fields are exposed as parameters (priceCost, priceRetail, maintainStock, quantity, taxable, upcCode); supply anything else (category_id, notes, custom properties, location stock, etc.) via fieldsJson.
syncro_delete_product_image Pro Destructive [Syncro] Permanently delete a single image from a product. Requires both the product ID and the image (photo) ID. This action cannot be undone; the image file will no longer be retrievable. Use syncro_get_product to find photo IDs.
syncro_get_product Free Read-only [Syncro] Retrieve full details for a single product by ID, including pricing (cost + retail), stock levels across locations, images, custom properties, and tax settings. Use syncro_list_products to find product IDs.
syncro_get_product_by_barcode Free Read-only [Syncro] Look up a product by its barcode (UPC/EAN/custom). Useful for point-of-sale, receiving, and inventory workflows where a scanner provides the barcode. Returns the matching product if found.
syncro_list_part_orders Free Read-only [Syncro] List part orders (parts ordered to fulfill specific tickets). Filter by completion state or free-text query. Useful for tracking outstanding customer-specific parts and closing the loop between repair tickets and inventory receiving.
syncro_list_product_categories Free Read-only [Syncro] List all product categories. Returns paginated category records with IDs and names. Use category IDs to filter syncro_list_products or to assign a category when creating/updating products.
syncro_list_products Free Read-only [Syncro] List products in the catalog with optional filters (sku, name, upc_code, category_id, free-text query). Returns paginated product summaries including ID, name, pricing, and stock. Use to discover product IDs for invoices, estimates, recurring invoices, and purchase orders.
syncro_update_product Pro Write [Syncro] Update fields on an existing product (name, description, price_cost, price_retail, taxable, upc_code, category_id, properties, etc.). Use syncro_get_product to inspect current values first. Stock adjustments go through syncro_update_product_location_quantity, not this tool.
syncro_update_product_location_quantity Pro Write [Syncro] Adjust the on-hand quantity of a product at a specific location (inventory adjustment). Supply location_id and the new quantity via fieldsJson. Use this for cycle counts, damage write-offs, or manual stock corrections -- not for sales or receiving, which post automatically through invoices and purchase orders.
syncro_add_product_images parameters
Param Type Required Default Description
filesJson string yes JSON array of image objects. Each item must have a url (publicly reachable) and filename. Example: [{"url":"https://cdn.example.com/widget.jpg","filename":"widget.jpg"},{"url":"https://cdn.example.com/widget-back.jpg","filename":"widget-back.jpg"}]. Syncro fetches the URLs asynchronously; the response returns before download completes.
id integer yes The Syncro product ID to attach images to. Use syncro_list_products to find valid IDs.
syncro_create_product parameters
Param Type Required Default Description
description string yes The product's description. Required.
fieldsJson string no null Optional JSON object with additional product fields. Example: {"category_id":7,"price_wholesale":79.00,"notes":"Drop-ship only","properties":{"color":"black"}}. Field names must match the Syncro API.
maintainStock boolean no null When true, Syncro will track on-hand stock for this product. When false, it is treated as a service or non-stocked item.
name string yes The product's display name. Required.
priceCost number no null Cost price paid to the vendor for this product.
priceRetail number no null Retail/selling price shown on invoices and estimates.
quantity integer no null Initial on-hand quantity (used when maintainStock is true).
taxable boolean no null When true, the product is taxable and will have tax applied on sales.
upcCode string no null UPC/EAN/custom barcode for point-of-sale scanning.
syncro_delete_product_image parameters
Param Type Required Default Description
id integer yes The Syncro product ID that owns the image. Use syncro_list_products to find valid IDs.
photoId integer yes The image/photo ID to remove from the product. Inspect the product via syncro_get_product to find photo IDs.
syncro_get_product parameters
Param Type Required Default Description
id integer yes The Syncro product ID. Use syncro_list_products or syncro_get_product_by_barcode to find valid IDs.
syncro_get_product_by_barcode parameters
Param Type Required Default Description
barcode string yes The barcode value to look up (UPC, EAN, or custom barcode as stored on the product).
syncro_list_part_orders parameters
Param Type Required Default Description
completed boolean no null When true, return only completed part orders. When false, return only incomplete/open part orders. Omit for all.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
query string no null Free-text search across part order fields (product name, ticket number, notes).
syncro_list_product_categories parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_list_products parameters
Param Type Required Default Description
categoryId integer no null Filter by product category ID. Use syncro_list_product_categories to find category IDs.
name string no null Filter by product name (partial match).
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
query string no null Free-text search across product name, SKU, and description.
sku string no null Filter by exact SKU.
sort string no null Sort field/direction (e.g. 'name asc' or 'price_retail desc').
upcCode string no null Filter by exact UPC/barcode.
syncro_update_product parameters
Param Type Required Default Description
fieldsJson string yes JSON object with product fields to update. Example: {"price_retail":129.00,"description":"Updated description","taxable":false}. Field names must match the Syncro API.
id integer yes The Syncro product ID to update. Use syncro_list_products or syncro_get_product_by_barcode to find valid IDs.
syncro_update_product_location_quantity parameters
Param Type Required Default Description
fieldsJson string yes JSON object with location_id and quantity. Example: {"location_id":1,"quantity":42}. The quantity is the new on-hand count at that location, not a delta.
id integer yes The Syncro product ID whose location quantity is being adjusted. Use syncro_list_products to find valid IDs.

Product Serials

Tool Plan Access Description
syncro_attach_product_serials_to_line_item Pro Write [Syncro] Attach one or more serial numbers to an invoice line item or ticket line item, recording which physical units were sold or assigned. Required: recordType ('LineItem' for invoice line items or 'TicketLineItem' for ticket line items), recordId, and the array of serial IDs to attach.
syncro_create_product_serial Pro Write [Syncro] Create a new serial number record for a product. Typical fields: serial (the serial number string), notes, location_id. Use for receiving new serialized stock or back-filling serial history.
syncro_list_product_serials Free Read-only [Syncro] List serial numbers tracked for a specific product. Returns paginated serial records including their current status (in-stock, sold, returned). Use for products that track individual units by serial (e.g. laptops, switches, licenses).
syncro_update_product_serial Pro Write [Syncro] Update fields on an existing product serial (serial string, notes, location_id, etc.). Use syncro_list_product_serials to find the serial ID first. Does not move the serial between customers -- use syncro_attach_product_serials_to_line_item for sale/assignment.
syncro_attach_product_serials_to_line_item parameters
Param Type Required Default Description
productId integer yes The Syncro product ID whose serials are being attached. Use syncro_list_products to find valid IDs.
recordId integer yes The ID of the invoice line item or ticket line item to attach serials to.
recordType string yes The record type to attach serials to. Must be 'LineItem' (invoice line item) or 'TicketLineItem' (ticket line item).
serialIdsJson string yes JSON array of serial IDs to attach. Example: [101, 102, 103]. Use syncro_list_product_serials to find serial IDs.
syncro_create_product_serial parameters
Param Type Required Default Description
fieldsJson string yes JSON object describing the serial. Example: {"serial":"SN123456789","notes":"Received 2026-04-10","location_id":1}. Field names must match the Syncro API.
productId integer yes The Syncro product ID the serial belongs to. Use syncro_list_products to find valid IDs.
syncro_list_product_serials parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
productId integer yes The Syncro product ID whose serials are being listed. Use syncro_list_products to find valid IDs.
syncro_update_product_serial parameters
Param Type Required Default Description
fieldsJson string yes JSON object with serial fields to update. Example: {"serial":"SN-CORRECTED","notes":"Corrected typo in serial number"}. Field names must match the Syncro API.
id integer yes The serial record ID to update. Use syncro_list_product_serials to find serial IDs.
productId integer yes The Syncro product ID the serial belongs to. Use syncro_list_products to find valid IDs.

Product SKUs

Tool Plan Access Description
syncro_create_product_sku Pro Write [Syncro] Add an alternate SKU to a product. Useful for mapping vendor part numbers or manufacturer codes to an internal catalog item so scans and lookups against any of them resolve to the same product.
syncro_list_product_skus Free Read-only [Syncro] List alternate SKUs registered for a product. A product can have multiple SKUs (e.g. vendor part number, manufacturer code, internal code) that all resolve to the same catalog item. Returns paginated SKU records.
syncro_update_product_sku Pro Write [Syncro] Update fields on an existing product SKU (code, notes, etc.). Use syncro_list_product_skus to find the SKU ID first. To remove a SKU entirely, use the underlying API directly -- this connector does not yet expose a delete operation.
syncro_create_product_sku parameters
Param Type Required Default Description
fieldsJson string yes JSON object describing the SKU. Example: {"code":"VEND-PN-12345","notes":"Vendor part number"}. Field names must match the Syncro API.
productId integer yes The Syncro product ID the SKU belongs to. Use syncro_list_products to find valid IDs.
syncro_list_product_skus parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
productId integer yes The Syncro product ID whose SKUs are being listed. Use syncro_list_products to find valid IDs.
syncro_update_product_sku parameters
Param Type Required Default Description
fieldsJson string yes JSON object with SKU fields to update. Example: {"code":"VEND-PN-12345-REV2","notes":"Revised vendor part number"}. Field names must match the Syncro API.
id integer yes The SKU record ID to update. Use syncro_list_product_skus to find SKU IDs.
productId integer yes The Syncro product ID the SKU belongs to. Use syncro_list_products to find valid IDs.

Purchase Orders

Tool Plan Access Description
syncro_add_po_line_item Pro Write [Syncro] Add a line item to an existing purchase order. productId is required — use syncro_list_products to find valid product IDs. Optional quantity and cost (unit cost in cents) default to product defaults if omitted. Use fieldsJson for any additional line-item attributes.
syncro_create_purchase_order Pro Write [Syncro] Create a new purchase order for a vendor. vendorId is required. Optional fields include expected delivery date, shipping (in cents), discount percent, general notes, due/order dates, and delivery tracking info. Use fieldsJson for any additional PO attributes. Returns the created PO with its assigned ID.
syncro_get_purchase_order Free Read-only [Syncro] Retrieve full purchase order details by ID. Returns the complete PO record including vendor, line items, totals, expected/order/due dates, shipping, discount, and notes.
syncro_list_purchase_orders Free Read-only [Syncro] List purchase orders with pagination. Returns summaries including ID, vendor, status, totals, and key dates. Use to find purchase order IDs for receive or line-item operations.
syncro_receive_purchase_order Pro Write [Syncro] Mark a purchase order as received and update inventory quantities. This is an inventory action — receiving increments product stock based on the PO's line items. Supply receive-specific details (e.g. received quantities per line item, received date, serial numbers, notes) via fieldsJson. Use syncro_get_purchase_order first to view the PO's current line items and remaining quantities.
syncro_add_po_line_item parameters
Param Type Required Default Description
cost integer no null Unit cost in cents (e.g. 5000 for $50.00). Defaults to the product's cost if omitted.
fieldsJson string no null Optional JSON object with additional line-item fields. Example: {"notes":"Need by Friday","taxable":true}. Field names must match the Syncro API.
id integer yes The Syncro purchase order ID to add the line item to. Use syncro_list_purchase_orders to find valid IDs.
productId integer yes The Syncro product ID for this line item. Required. Use syncro_list_products to find valid IDs.
quantity integer no null Quantity to order. Defaults to 1 if omitted.
syncro_create_purchase_order parameters
Param Type Required Default Description
deliveryTracking string no null Delivery tracking number or description.
discountPercent number no null Discount percentage applied to the PO (e.g. 5.0 for 5%).
dueDate string no null Due date for payment (ISO 8601 format, e.g. '2026-05-30').
expectedDate string no null Expected delivery date (ISO 8601 format, e.g. '2026-05-15').
fieldsJson string no null Optional JSON object with additional purchase order fields. Example: {"reference_number":"PO-2026-001","internal_notes":"Rush order"}. Field names must match the Syncro API.
generalNotes string no null Free-text general notes for the purchase order.
orderDate string no null Order date (ISO 8601 format, e.g. '2026-04-20').
shippingCents integer no null Shipping cost in cents (e.g. 1500 for $15.00).
vendorId integer yes The Syncro vendor ID for this purchase order. Required. Use syncro_list_vendors to find valid IDs.
syncro_get_purchase_order parameters
Param Type Required Default Description
id integer yes The Syncro purchase order ID. Use syncro_list_purchase_orders to find valid IDs.
syncro_list_purchase_orders parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_receive_purchase_order parameters
Param Type Required Default Description
fieldsJson string yes JSON object with receive details. Example: {"received_date":"2026-04-22","line_items":[{"id":123,"received_quantity":5}],"notes":"Partial shipment"}. Field names must match the Syncro API.
id integer yes The Syncro purchase order ID to receive against. Use syncro_list_purchase_orders to find valid IDs.

Vendors

Tool Plan Access Description
syncro_create_vendor Pro Write [Syncro] Create a new vendor. name is required. Optional fields include rep first/last name, email, phone, account number, and address (address1, address2, city, state, zip). Use fieldsJson for any additional vendor attributes. Returns the created vendor with its assigned ID.
syncro_get_vendor Free Read-only [Syncro] Retrieve full vendor details by ID. Returns the complete vendor record including name, rep contact, email, phone, account number, address, and custom properties.
syncro_list_vendors Free Read-only [Syncro] List vendors with pagination. Returns summaries including ID, name, rep contact, and address. Use to find vendor IDs for purchase orders and product sourcing.
syncro_update_vendor Pro Write [Syncro] Update vendor fields by ID. Supply any updatable fields (name, rep_firstname, rep_lastname, email, phone, account_number, address_1, city, state, zip, etc.) via fieldsJson. Use syncro_get_vendor to check current values before updating.
syncro_create_vendor parameters
Param Type Required Default Description
accountNumber string no null Your account number with this vendor.
address1 string no null Street address line 1.
address2 string no null Street address line 2.
city string no null City.
email string no null Primary email address for the vendor.
fieldsJson string no null Optional JSON object with additional vendor fields. Example: {"website":"https://vendor.example","notes":"Net 30 terms"}. Field names must match the Syncro API.
name string yes The vendor name. Required.
phone string no null Primary phone number for the vendor.
repFirstName string no null First name of the primary sales/account rep.
repLastName string no null Last name of the primary sales/account rep.
state string no null State or province.
zip string no null Postal/ZIP code.
syncro_get_vendor parameters
Param Type Required Default Description
id integer yes The Syncro vendor ID. Use syncro_list_vendors to find valid IDs.
syncro_list_vendors parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_update_vendor parameters
Param Type Required Default Description
fieldsJson string yes JSON object with vendor fields to update. Example: {"email":"newcontact@vendor.example","phone":"555-0300","account_number":"ACCT-98765"}. Field names must match the Syncro API.
id integer yes The Syncro vendor ID to update. Use syncro_list_vendors to find valid IDs.

Customer Assets

Tool Plan Access Description
syncro_create_customer_asset Pro Write [Syncro] Create a new customer asset (non-RMM — RMM agents register themselves automatically when installed). Syncro's /customer_assets endpoint exposes RMM data for agent-managed devices. name is required. Optional fields include customer ID, asset type (by ID or name), serial number, and arbitrary properties. Use fieldsJson for any additional attributes.
syncro_get_asset_patches Free Read-only [Syncro] Retrieve Windows Update patch data for an RMM-managed customer asset. Syncro's /customer_assets endpoint exposes RMM data for agent-managed devices. Returns Windows Update patch data — both installed_patches and available_patches arrays with status fields (Missing/Failed/Rejected/Recently Installed). Use this to audit patch compliance on a specific endpoint.
syncro_get_assets_chat_information Free Read-only [Syncro] Fetch chat information (Syncro Live Chat agent availability and session state) for one or more customer assets in a single call. Syncro's /customer_assets endpoint exposes RMM data for agent-managed devices. Useful for checking which endpoints are available for a live chat session before initiating one.
syncro_get_customer_asset Free Read-only [Syncro] Retrieve full customer asset details by ID, including RMM data for agent-managed devices. Syncro's /customer_assets endpoint exposes RMM data for agent-managed devices. Returns the complete asset record — name, type, serial, customer, properties, and (for RMM-managed assets) OS info, hardware specs, online/offline status, and last checkin time.
syncro_list_customer_assets Free Read-only [Syncro] List customer assets (RMM-managed devices and other tracked assets) with optional filters. Syncro's /customer_assets endpoint exposes RMM data for agent-managed devices. Use filters to narrow by customer, asset type, name/serial query, or SNMP capability. Returns paginated summaries including asset ID, name, type, customer, and basic RMM status.
syncro_update_customer_asset Pro Write [Syncro] Update customer asset fields by ID. Syncro's /customer_assets endpoint exposes RMM data for agent-managed devices. Supply any updatable fields (name, asset_type_id, asset_serial, properties, etc.) via fieldsJson. Use syncro_get_customer_asset to check current values before updating.
syncro_create_customer_asset parameters
Param Type Required Default Description
assetSerial string no null The hardware serial number or unique device identifier.
assetTypeId integer no null The asset type ID. Mutually useful with assetTypeName — pick whichever you have.
assetTypeName string no null The asset type name (e.g. 'Workstation', 'Printer'). Alternative to assetTypeId.
customerId integer no null The Syncro customer ID that owns this asset. Use syncro_list_customers to find valid IDs.
fieldsJson string no null Optional JSON object with additional asset fields. Example: {"notes":"Spare unit in closet"}. Field names must match the Syncro API.
name string yes The display name for the new asset. Required.
properties string no null Optional JSON object of property name/value pairs to attach to the asset. Example: {"mac_address":"00:11:22:33:44:55","location":"HQ-Floor2"}.
syncro_get_asset_patches parameters
Param Type Required Default Description
id integer yes The Syncro customer asset ID (must be an RMM-managed Windows device). Use syncro_list_customer_assets to find valid IDs.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_get_assets_chat_information parameters
Param Type Required Default Description
idsCsv string yes Comma-separated list of customer asset IDs (e.g. '101,102,103'). Use syncro_list_customer_assets to find valid IDs.
syncro_get_customer_asset parameters
Param Type Required Default Description
id integer yes The Syncro customer asset ID. Use syncro_list_customer_assets to find valid IDs.
syncro_list_customer_assets parameters
Param Type Required Default Description
assetTypeId integer no null Filter by asset type ID.
customerId integer no null Filter assets to a specific customer by Syncro customer ID.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
query string no null Free-text query matched against asset name, serial, and properties.
snmpEnabled boolean no null Filter to only SNMP-enabled assets when true, or non-SNMP when false. Omit to return all.
syncro_update_customer_asset parameters
Param Type Required Default Description
fieldsJson string yes JSON object with asset fields to update. Example: {"name":"DESKTOP-A1B2C3 (updated)","properties":{"location":"HQ-Floor3"}}. Field names must match the Syncro API.
id integer yes The Syncro customer asset ID to update. Use syncro_list_customer_assets to find valid IDs.

RMM Alerts

Tool Plan Access Description
syncro_create_rmm_alert Pro Write [Syncro] Create a new RMM alert for a customer asset. customerId, assetId, and description are all required. Optional resolved flag, status string, and propertiesJson (arbitrary alert metadata). Use to record custom alert conditions detected by external monitoring.
syncro_delete_rmm_alert Pro Destructive [Syncro] Clears (deletes) an RMM alert by ID. Destructive — this action cannot be undone. Prefer muting when you only need to suppress notifications temporarily.
syncro_get_rmm_alert Free Read-only [Syncro] Retrieve full RMM alert details by ID. Returns the complete alert record including customer, asset, description, status, properties, and timestamps.
syncro_list_rmm_alerts Free Read-only [Syncro] List RMM alerts with optional status filter. Returns paginated alert summaries including ID, customer, asset, description, status, and timestamps. Use to triage active RMM alerts or audit resolved ones.
syncro_mute_rmm_alert Pro Write [Syncro] Suppresses notifications for this alert for the specified duration. Use 'forever' to mute permanently (must be manually unmuted). Valid durations: '1-hour', '1-day', '2-days', '1-week', '2-weeks', '1-month', 'forever'.
syncro_create_rmm_alert parameters
Param Type Required Default Description
assetId integer yes The Syncro customer asset ID this alert is about. Required. Use syncro_list_customer_assets to find valid IDs.
customerId integer yes The Syncro customer ID this alert belongs to. Required. Use syncro_list_customers to find valid IDs.
description string yes Human-readable alert description. Required.
propertiesJson string no null Optional JSON object of alert properties/metadata. Example: {"severity":"high","source":"cpu_monitor","threshold":95}.
resolved boolean no null Set true to create the alert in an already-resolved state.
status string no null Alert status string (connector-specific semantics).
syncro_delete_rmm_alert parameters
Param Type Required Default Description
id integer yes The Syncro RMM alert ID to delete. Use syncro_list_rmm_alerts to find valid IDs.
syncro_get_rmm_alert parameters
Param Type Required Default Description
id integer yes The Syncro RMM alert ID. Use syncro_list_rmm_alerts to find valid IDs.
syncro_list_rmm_alerts parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
status string no "active" Alert status filter. Options: 'active' (default), 'resolved', 'all'.
syncro_mute_rmm_alert parameters
Param Type Required Default Description
id integer yes The Syncro RMM alert ID to mute. Use syncro_list_rmm_alerts to find valid IDs.
muteFor string yes Mute duration. Required. Valid values: '1-hour', '1-day', '2-days', '1-week', '2-weeks', '1-month', 'forever'.

Appointments

Tool Plan Access Description
syncro_create_appointment Pro Write [Syncro] Create a new appointment. Requires summary, startAt, and endAt. Optional customer/ticket links, location, all-day flag, and notification suppression can be supplied. Returns the created appointment with its assigned ID.
syncro_delete_appointment Pro Destructive [Syncro] Permanently delete an appointment by ID. This action cannot be undone. Requires a valid appointment ID. Use syncro_list_appointments to find valid IDs.
syncro_get_appointment Free Read-only [Syncro] Retrieve full details for a single appointment by ID. Returns the complete appointment record including summary, times, customer, ticket, location, and attendees. Use syncro_list_appointments to discover valid IDs.
syncro_list_appointments Free Read-only [Syncro] List appointments with optional date-range filters and pagination. Use this to find upcoming or past appointments for scheduling, audits, or calendar integration. Use syncro_get_appointment for full details on a single appointment.
syncro_update_appointment Pro Write [Syncro] Update appointment fields by ID. Supply any updatable fields via fieldsJson (summary, start_at, end_at, description, customer_id, ticket_id, location, all_day, do_not_email, etc.). Date fields use ISO 8601 format (e.g. '2026-04-22T10:00:00Z'). Use syncro_get_appointment to check current values before updating.
syncro_create_appointment parameters
Param Type Required Default Description
allDay boolean no null When true, mark the appointment as all-day. Defaults to false.
appointmentLocationType string no null Location type label (e.g. 'onsite', 'remote', 'phone'). Corresponds to the appointment type's location configuration.
customerId integer no null Optional Syncro customer ID to associate with the appointment.
description string no null Longer free-text description of the appointment.
doNotEmail boolean no null When true, suppress notification emails to participants. Defaults to false.
endAt string yes Appointment end time in ISO 8601 format (e.g. '2026-04-22T11:00:00Z').
fieldsJson string no null Optional JSON object with additional appointment fields. Example: {"appointment_type_id":5,"user_ids":[1,2]}. Field names must match the Syncro API.
location string no null Physical or virtual location (e.g. '123 Main St' or 'Zoom').
startAt string yes Appointment start time in ISO 8601 format (e.g. '2026-04-22T10:00:00Z').
summary string yes Short summary/title for the appointment (e.g. 'Onsite at Acme HQ').
ticketId integer no null Optional Syncro ticket ID to associate with the appointment.
syncro_delete_appointment parameters
Param Type Required Default Description
id integer yes The Syncro appointment ID to delete. Use syncro_list_appointments to find valid IDs.
syncro_get_appointment parameters
Param Type Required Default Description
id integer yes The Syncro appointment ID. Use syncro_list_appointments to find valid IDs.
syncro_list_appointments parameters
Param Type Required Default Description
dateFrom string no null Filter by start date (ISO 8601 format, e.g. '2026-04-22T00:00:00Z'). Returns appointments starting on or after this date.
dateTo string no null Filter by end date (ISO 8601 format, e.g. '2026-04-30T23:59:59Z'). Returns appointments ending on or before this date.
mine boolean no null When true, limit results to appointments owned by the current user. Defaults to false.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_update_appointment parameters
Param Type Required Default Description
fieldsJson string yes JSON object with appointment fields to update. Example: {"summary":"Rescheduled onsite","start_at":"2026-04-23T10:00:00Z","end_at":"2026-04-23T11:00:00Z"}. Field names must match the Syncro API.
id integer yes The Syncro appointment ID to update. Use syncro_list_appointments to find valid IDs.

Appointment Types

Tool Plan Access Description
syncro_create_appointment_type Pro Write [Syncro] Create a new appointment type. Requires name. Optional email instructions and location configuration can be supplied. Returns the created appointment type with its assigned ID. Requires Global Admin permission.
syncro_delete_appointment_type Pro Destructive [Syncro] Permanently delete an appointment type by ID. This action cannot be undone and may affect existing appointments that reference this type. Requires a valid appointment type ID. Requires Global Admin permission.
syncro_get_appointment_type Free Read-only [Syncro] Retrieve full details for a single appointment type by ID. Returns the complete record including name, email instructions, location configuration, and any custom fields.
syncro_list_appointment_types Free Read-only [Syncro] List all configured appointment types with pagination. Appointment types define the shape of appointments (default duration, location, email instructions). Use this to discover valid appointment_type_id values when creating appointments.
syncro_update_appointment_type Pro Write [Syncro] Update appointment type fields by ID. Supply any updatable fields via fieldsJson (name, email_instructions, location_type, location_hard_code, etc.). Use syncro_get_appointment_type to check current values before updating. Requires Global Admin permission.
syncro_create_appointment_type parameters
Param Type Required Default Description
emailInstructions string no null Instructions or boilerplate text included in appointment confirmation emails.
fieldsJson string no null Optional JSON object with additional appointment type fields. Field names must match the Syncro API.
locationHardCode string no null Fixed/hard-coded location value used when locationType is set to a hard-coded variant.
locationType integer no null Location type as an integer code (corresponds to Syncro's location-type enum).
name string yes Display name for the appointment type (e.g. 'Onsite Visit', 'Phone Consultation').
syncro_delete_appointment_type parameters
Param Type Required Default Description
id integer yes The Syncro appointment type ID to delete. Use syncro_list_appointment_types to find valid IDs.
syncro_get_appointment_type parameters
Param Type Required Default Description
id integer yes The Syncro appointment type ID. Use syncro_list_appointment_types to find valid IDs.
syncro_list_appointment_types parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_update_appointment_type parameters
Param Type Required Default Description
fieldsJson string yes JSON object with appointment type fields to update. Example: {"name":"Remote Consultation","email_instructions":"A Zoom link will be emailed 15 minutes before the appointment."}. Field names must match the Syncro API.
id integer yes The Syncro appointment type ID to update. Use syncro_list_appointment_types to find valid IDs.

Leads

Tool Plan Access Description
syncro_create_lead Pro Write [Syncro] Create a new lead. All fields are optional -- supply whatever contact info is available (name, business, email, phone, mobile) plus optional ticket subject/description to kick off a new intake. Returns the created lead with its assigned ID.
syncro_get_lead Free Read-only [Syncro] Retrieve full details for a single lead by ID. Returns the complete lead record including contact info, status, assigned user, and ticket linkage.
syncro_list_leads Free Read-only [Syncro] List leads with optional status and keyword filters. Returns paginated list of prospective customers captured in the CRM. Use to triage intake or find lead IDs for follow-up.
syncro_update_lead Pro Write [Syncro] Update lead fields by ID. Supply any updatable fields via fieldsJson (first_name, last_name, business_name, email, phone, mobile, ticket_subject, ticket_description, status, user_id, etc.). Use syncro_get_lead to check current values before updating.
syncro_create_lead parameters
Param Type Required Default Description
businessName string no null Business/company name for the lead.
email string no null Primary email address for the lead.
fieldsJson string no null Optional JSON object with additional lead fields. Field names must match the Syncro API.
firstName string no null First name of the lead contact.
lastName string no null Last name of the lead contact.
mobile string no null Mobile phone number for the lead.
phone string no null Primary phone number for the lead.
status string no null Lead status (e.g. 'New', 'Contacted', 'Qualified'). Must match a configured Syncro lead status.
ticketDescription string no null Description/body to use if the lead is converted into a ticket.
ticketSubject string no null Subject line to use if the lead is converted into a ticket.
userId integer no null Syncro user ID to assign this lead to.
syncro_get_lead parameters
Param Type Required Default Description
id integer yes The Syncro lead ID. Use syncro_list_leads to find valid IDs.
syncro_list_leads parameters
Param Type Required Default Description
hasTicket boolean no null When true, only return leads that have been converted into a ticket. When false, only return leads with no ticket.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
query string no null Free-text search across lead name, business name, and contact details.
statusList string no null Filter by one or more lead statuses. Comma-separated when supplying multiple (e.g. 'New,Contacted').
syncro_update_lead parameters
Param Type Required Default Description
fieldsJson string yes JSON object with lead fields to update. Example: {"status":"Qualified","user_id":7}. Field names must match the Syncro API.
id integer yes The Syncro lead ID to update. Use syncro_list_leads to find valid IDs.

New Ticket Forms

Tool Plan Access Description
syncro_get_new_ticket_form Free Read-only [Syncro] Retrieve full details for a single new-ticket form by ID, including the configured customer fields, ticket fields, and appointment fields. Use this to discover the exact field names to include in the body of syncro_process_new_ticket_form.
syncro_list_new_ticket_forms Free Read-only [Syncro] List all configured new-ticket intake forms with pagination. These forms define the fields presented to end-users and techs when creating a new ticket. Use this to discover valid form IDs before calling syncro_process_new_ticket_form.
syncro_process_new_ticket_form Pro Write [Syncro] Use this to submit a new-ticket intake form that creates a customer (if needed) and ticket in one call. The body takes nested customer_details, ticket_details, and appointments objects matching the form's configured fields -- inspect the form shape via syncro_get_new_ticket_form first. Returns the created customer/ticket payload.
syncro_get_new_ticket_form parameters
Param Type Required Default Description
id integer yes The Syncro new-ticket form ID. Use syncro_list_new_ticket_forms to find valid IDs.
syncro_list_new_ticket_forms parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_process_new_ticket_form parameters
Param Type Required Default Description
fieldsJson string yes JSON object with the form submission body. Must contain nested customer_details, ticket_details, and (optionally) appointments objects. Example: {"customer_details":{"business_name":"Acme","email":"it@acme.com"},"ticket_details":{"subject":"Server down","problem_type":"Network"},"appointments":[{"start_at":"2026-04-22T14:00:00Z","end_at":"2026-04-22T15:00:00Z"}]}. Field names must match the Syncro API and the form's configured fields.
id integer yes The Syncro new-ticket form ID to submit against. Use syncro_list_new_ticket_forms to find valid IDs.

Wiki Pages

Tool Plan Access Description
syncro_create_wiki_page Pro Write [Syncro] Create a new wiki page with the provided name and body content. Optionally attach to a customer or asset and control visibility. Returns the created wiki page with its assigned ID.
syncro_delete_wiki_page Pro Destructive [Syncro] Permanently delete a wiki page by ID. This action cannot be undone. Requires a valid wiki page ID.
syncro_get_wiki_page Free Read-only [Syncro] Retrieve a single wiki page by ID, including the full body/content, slug, visibility, attached customer/asset, and metadata. Use syncro_list_wiki_pages to find valid IDs.
syncro_list_wiki_pages Free Read-only [Syncro] List wiki pages (internal documentation/knowledge base). Returns a paginated list including id, name, slug, visibility, and metadata. Use to discover wiki page IDs before fetching full content with syncro_get_wiki_page.
syncro_update_wiki_page Pro Write [Syncro] Update an existing wiki page by ID. Supply any updatable fields (name, body, slug, visibility, customer_id, asset_id, tag_list, etc.) via fieldsJson. Use syncro_get_wiki_page to inspect current values before updating.
syncro_create_wiki_page parameters
Param Type Required Default Description
assetId integer no null Optional Syncro customer asset ID to attach this wiki page to. Use syncro_list_customer_assets to find valid IDs.
body string yes Markdown or HTML body content for the wiki page. Required.
customerId integer no null Optional Syncro customer ID to attach this wiki page to. Use syncro_list_customers to find valid IDs.
fieldsJson string no null Optional JSON object with additional wiki fields. Example: {"tag_list":["onboarding","ops"]}. Field names must match the Syncro API.
name string yes Display name/title for the wiki page. Required.
slug string no null Optional URL slug for the wiki page. When omitted, Syncro generates one from the name.
visibility string no null Optional visibility setting (e.g. 'public', 'private', 'customer'). Field accepted by the Syncro API.
syncro_delete_wiki_page parameters
Param Type Required Default Description
id integer yes The Syncro wiki page ID to delete. Use syncro_list_wiki_pages to find valid IDs.
syncro_get_wiki_page parameters
Param Type Required Default Description
id integer yes The Syncro wiki page ID. Use syncro_list_wiki_pages to find valid IDs.
syncro_list_wiki_pages parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_update_wiki_page parameters
Param Type Required Default Description
fieldsJson string yes JSON object with wiki page fields to update. Example: {"name":"Updated title","body":"# New content","visibility":"public"}. Field names must match the Syncro API.
id integer yes The Syncro wiki page ID to update. Use syncro_list_wiki_pages to find valid IDs.

Canned Responses

Tool Plan Access Description
syncro_create_canned_response Pro Write [Syncro] Create a new canned response template. title and body are required. Optionally attach a default subject line and canned response category. Returns the created record with its ID.
syncro_delete_canned_response Pro Destructive [Syncro] Permanently delete a canned response by ID. This action cannot be undone. Requires a valid canned response ID.
syncro_get_canned_response_settings Free Read-only [Syncro] Retrieve the account's canned response settings, including available categories and any account-wide configuration used when listing or creating canned responses.
syncro_list_canned_responses Free Read-only [Syncro] List canned responses (pre-written reply templates used on tickets). Supports optional free-text search. Returns id, title, subject, body, category, and metadata.
syncro_update_canned_response Pro Write [Syncro] Update an existing canned response by ID via PATCH. Supply any updatable fields (title, body, subject, canned_response_category_id, etc.) via fieldsJson. Use syncro_list_canned_responses to find IDs.
syncro_create_canned_response parameters
Param Type Required Default Description
body string yes Body content of the canned response (ticket comment text). Required.
cannedResponseCategoryId integer no null Optional canned response category ID to group this response under. Use syncro_get_canned_response_settings to discover available categories.
fieldsJson string no null Optional JSON object with additional fields. Example: {"private":true}. Field names must match the Syncro API.
subject string no null Optional default subject line applied when the canned response is used.
title string yes Title/name of the canned response (used in the picker UI). Required.
syncro_delete_canned_response parameters
Param Type Required Default Description
id integer yes The Syncro canned response ID to delete. Use syncro_list_canned_responses to find valid IDs.
syncro_list_canned_responses parameters
Param Type Required Default Description
query string no null Optional free-text search matched against title/body of canned responses.
syncro_update_canned_response parameters
Param Type Required Default Description
fieldsJson string yes JSON object with canned response fields to update. Example: {"title":"Updated title","body":"New content"}. Field names must match the Syncro API.
id integer yes The Syncro canned response ID to update. Use syncro_list_canned_responses to find valid IDs.

Users

Tool Plan Access Description
syncro_get_current_user Free Read-only [Syncro] Retrieve information about the user backing the current API token (the `/me` endpoint). Returns the user profile plus a permissions map with boolean capabilities for asset, customer, ticket, invoice, payment, worksheet, and script. Use this first to detect what actions the configured token is actually allowed to perform before attempting privileged operations.
syncro_get_user Free Read-only [Syncro] Retrieve full details for a single internal user by ID, including email, role, and profile fields. Use syncro_list_users to find valid IDs (note that the list endpoint returns [id, full_name] tuples).
syncro_list_users Free Read-only [Syncro] List internal Syncro users (technicians/staff, NOT portal/customer users). IMPORTANT QUIRK: this endpoint returns a non-standard shape `{users: [[id, full_name], [id, full_name], ...]}` where each user is a two-element ARRAY (tuple) of [id, full_name] rather than an object with named fields. To get full user details use syncro_get_user with one of the returned IDs.
syncro_get_user parameters
Param Type Required Default Description
id integer yes The Syncro user ID. Use syncro_list_users to find valid IDs.
syncro_list_users parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.

Portal Users

Tool Plan Access Description
syncro_create_portal_user Pro Write [Syncro] Create a new portal user (customer-facing client portal login). contact_id, customer_id, email, and password are required. Optionally provide password_confirmation and a portal_group_id. Requires Global Admin permission on the API token.
syncro_delete_portal_user Pro Destructive [Syncro] Permanently delete a portal user by ID, revoking their ability to sign into the client portal. This action cannot be undone. Requires Global Admin permission on the API token.
syncro_invite_portal_user Pro Write [Syncro] Send an invitation email to an existing portal user. The request body is simply {"id": <portal_user_id>}. Requires Global Admin permission on the API token. Use syncro_list_portal_users to find the portal user ID.
syncro_list_portal_users Free Read-only [Syncro] List portal users (customer-facing logins for the client portal, NOT internal Syncro staff). Supports optional customer_id and email filters. Requires Global Admin permission on the API token.
syncro_update_portal_user Pro Write [Syncro] Update an existing portal user by ID. Supply any updatable fields (email, password, password_confirmation, contact_id, portal_group_id, etc.) via fieldsJson. Requires Global Admin permission on the API token.
syncro_create_portal_user parameters
Param Type Required Default Description
contactId integer yes The Syncro contact ID to associate with this portal login. Required. Use syncro_list_contacts to find valid IDs.
customerId integer yes The Syncro customer ID the portal user belongs to. Required. Use syncro_list_customers to find valid IDs.
email string yes Login email address for the portal user. Required.
fieldsJson string no null Optional JSON object with additional portal user fields. Example: {"first_name":"Jane","last_name":"Doe"}. Field names must match the Syncro API.
password string yes Initial password for the portal user. Required.
passwordConfirmation string no null Optional password confirmation. Typically should match password; some deployments require it.
portalGroupId integer no null Optional portal group ID to assign the user to.
syncro_delete_portal_user parameters
Param Type Required Default Description
id integer yes The Syncro portal user ID to delete. Use syncro_list_portal_users to find valid IDs.
syncro_invite_portal_user parameters
Param Type Required Default Description
id integer yes The Syncro portal user ID to invite. Required. Use syncro_list_portal_users to find valid IDs.
syncro_list_portal_users parameters
Param Type Required Default Description
customerId integer no null Filter portal users to a single customer by Syncro customer ID.
email string no null Filter portal users by email address.
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
syncro_update_portal_user parameters
Param Type Required Default Description
fieldsJson string yes JSON object with portal user fields to update. Example: {"email":"new@example.com","portal_group_id":7}. Field names must match the Syncro API.
id integer yes The Syncro portal user ID to update. Use syncro_list_portal_users to find valid IDs.

User Devices

Tool Plan Access Description
syncro_create_user_device Pro Write [Syncro] Register a new mobile user device (typically called by the Syncro mobile app on install). device_uuid and device_name are required. Optionally provide the GCM/FCM registration token and device metadata (system_name, model, screen_size). Returns the created device record.
syncro_get_user_device Free Read-only [Syncro] Retrieve a registered mobile user device by its UUID. Device IDs are strings (UUIDs), not integers. Used to inspect device registration records for push notifications (e.g. the Syncro mobile app).
syncro_update_user_device Pro Write [Syncro] Update a registered mobile user device by UUID. Device IDs are strings, not integers. Typically used to refresh the push notification token (registration_token_gcm) but any supported field may be supplied via fieldsJson.
syncro_create_user_device parameters
Param Type Required Default Description
deviceName string yes Human-readable device name (e.g. "Jane's iPhone 15"). Required.
deviceUuid string yes Unique identifier (UUID) for the mobile device. Required.
fieldsJson string no null Optional JSON object with additional device fields. Field names must match the Syncro API.
model string no null Optional device model string (e.g. 'iPhone15,3').
registrationTokenGcm string no null Optional push notification token (Google Cloud Messaging / Firebase Cloud Messaging).
screenSize string no null Optional screen size descriptor (e.g. '6.1 inch', '2556x1179').
systemName string no null Optional operating system name (e.g. 'iOS', 'Android').
syncro_get_user_device parameters
Param Type Required Default Description
id string yes The Syncro user device UUID (string, not integer).
syncro_update_user_device parameters
Param Type Required Default Description
fieldsJson string yes JSON object with user device fields to update. Example: {"registration_token_gcm":"new-fcm-token"}. Field names must match the Syncro API.
id string yes The Syncro user device UUID to update (string, not integer).

Timelogs

Tool Plan Access Description
syncro_get_last_timelog Free Read-only [Syncro] Retrieve the most recent timelog entry, optionally scoped to a single user by user_id. Useful for determining whether a technician is currently clocked in and for reading the active timelog before calling syncro_update_timelog.
syncro_list_timelogs Free Read-only [Syncro] List timelog entries (clock-in/clock-out records for Syncro users). Supports optional user_id filter to scope to a single technician. Returns paginated list of timelog records.
syncro_update_timelog Pro Write [Syncro] Update the currently-active timelog for the API token's user. NOTE: this endpoint takes NO id in the URL -- it always targets the active timelog. Fields: lunch (bool), in_at, out_at, in_note, out_note. Use syncro_get_last_timelog first to inspect the current state.
syncro_get_last_timelog parameters
Param Type Required Default Description
userId integer no null Optional Syncro user ID to scope the lookup to a single technician.
syncro_list_timelogs parameters
Param Type Required Default Description
page integer no 1 Page number (default 1). Increment to retrieve subsequent pages.
userId integer no null Filter timelogs to a specific Syncro user (technician) by user ID. Omit to list across all users.
syncro_update_timelog parameters
Param Type Required Default Description
inAt string no null Optional clock-in timestamp (ISO 8601).
inNote string no null Optional note to attach to the clock-in.
lunch boolean no null Optional lunch flag for the timelog entry.
outAt string no null Optional clock-out timestamp (ISO 8601).
outNote string no null Optional note to attach to the clock-out.
Tool Plan Access Description
syncro_caller_lookup Free Read-only [Syncro] Look up caller information by Dialed Identification Number (phone number). Returns any customer/contact records matching the DID. Optionally mark the lookup as outbound. Used by integrated phone systems for pop-ups on incoming calls.
syncro_get_account_settings Free Read-only [Syncro] Retrieve account-wide settings including customer_fields, asset_type_fields, ticket_type_fields, business_hours, and other tenant-level configuration. Use to discover custom fields/types before creating customers, assets, or tickets.
syncro_get_printing_settings Free Read-only [Syncro] Retrieve printing configuration for this Syncro account, including registered print registers and the messaging_channel used to dispatch print jobs.
syncro_get_tabs_settings Free Read-only [Syncro] Retrieve which product modules/tabs are enabled on this Syncro account (e.g. MSP dashboard, assets, alerts, contracts, point-of-sale). Use to detect which connector capabilities the customer has provisioned before offering related tools.
syncro_search Free Read-only [Syncro] Run a global cross-entity search against the Syncro account. IMPORTANT RESPONSE SHAPE: this endpoint returns Elasticsearch-style results: `{quick_result: ..., results: [{_id, _type, _index, _source: }, ...]}`. Each hit's entity data lives under `_source` and the entity kind is in `_type` (e.g. customer, ticket, asset, invoice). Parse accordingly -- do NOT expect a flat list of named objects.
syncro_caller_lookup parameters
Param Type Required Default Description
did string yes The Dialed Identification Number (phone number) to look up. Required.
outbound boolean no null Optional flag indicating the call is outbound rather than inbound.
syncro_search parameters
Param Type Required Default Description
query string yes Free-text query to search across customers, tickets, assets, invoices, etc. Required.