Altoviz Tools
Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable invoices.
Use Altoviz Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Altoviz Tools. Choose from 67 supported Actions. Review each execution in Audit.
Connect Altoviz Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
FinancePricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Altoviz Create ContactCreates a new contact in the Altoviz system. Use when you need to add a new contact with details like name, email, phone, and company information.
- Altoviz Create CustomerCreates a new customer in Altoviz. Use type='Company' for business customers (requires companyName) or type='Individual' for personal customers (typically uses firstName/lastName).
- Altoviz Create Customer FamilyCreates a new customer family in Altoviz for categorizing and organizing customers into groups. Use when you need to create customer segments or categories for better organization.
- Altoviz Create ProductCreates a new product in the Altoviz system. This tool allows for the independent creation of a product with all necessary details.
- Altoviz Create Product FamilyTool to create a new product family in Altoviz. Use when you need to organize products into categories or families for better inventory management.
- Altoviz Create ReceiptCreates a new receipt in the Altoviz system to record customer payments. Use when you need to document received payments and optionally link them to invoices or other documents.
- Altoviz Create Sale CreditCreates a new draft credit note (avoir) in Altoviz. Credit notes are used to cancel or refund invoices. The credit note is created in draft status and can be modified before being finalized.
- Altoviz Create Sale InvoiceCreates a new draft sale invoice in Altoviz. The invoice is created in draft status and can be modified before being finalized. Use when you need to generate an invoice for a customer with line items.
- Altoviz Delete ColleagueTool to delete a colleague from Altoviz. Use when you need to permanently remove a colleague from the system.
- Altoviz Delete CustomerTool to delete a customer from Altoviz. Use when you need to permanently remove a customer record from the system. Use ALTOVIZ_FIND_CUSTOMER first to look up customer IDs by email address if needed.
- Altoviz Delete Customer FamilyTool to delete a customer family from Altoviz. Use when you need to permanently remove a customer family from the system.
- Altoviz Delete ProductThis tool allows you to delete an existing product from Altoviz. The action permanently removes the product from the system.
- Altoviz Delete Product FamilyTool to delete a product family from Altoviz. Use when you need to permanently remove a product family from the system.
- Altoviz Delete ReceiptTool to delete a receipt from Altoviz. Use when you need to permanently remove a receipt from the system.
- Altoviz Delete Sale CreditTool to delete a draft credit from Altoviz. Use when you need to permanently remove a draft credit. Only draft credits can be deleted; finalized credits cannot be removed.
- Altoviz Delete Sale InvoiceTool to delete a draft sale invoice from Altoviz. Use when you need to permanently remove a draft invoice from the system. Only draft invoices can be deleted; finalized invoices cannot be deleted.
- Altoviz Delete Sale QuoteTool to delete a sale quote from Altoviz. Use when you need to permanently remove a quote from the system.
- Altoviz Delete SupplierTool to delete a supplier from Altoviz. Use when you need to permanently remove a supplier record from the system.
- Altoviz Download Purchase InvoiceTool to download a purchase invoice as a PDF file from Altoviz. Use when you need to retrieve the PDF document of a specific purchase invoice.
- Altoviz Download Sale CreditTool to download a sale credit as a PDF file from Altoviz. Use when you need to retrieve the PDF version of a specific sale credit document.
- Altoviz Download Sale InvoiceTool to download a sale invoice as a PDF file from Altoviz. Use when you need to retrieve the PDF document of a specific sale invoice.
- Altoviz Find ContactThis tool allows searching for contacts in Altoviz using an email address. The action is independently executable and returns contact details if found.
- Altoviz Find CustomerThis tool allows you to find a customer in Altoviz by their email address. This is a standalone action that doesn't require any resource IDs or dependencies on other tools.
- Altoviz Find ProductSearch for a product in Altoviz by its product number/SKU. Returns the first matching product with complete details including name, description, pricing, VAT, unit of measurement, and more. Returns null if no product matches. Use cases: - Look up a specific product by its SKU be…
- Altoviz Find Product By Number Or IdTool to find a product in Altoviz by exact product number or internal ID. Use when you need to look up a product by either its product number/SKU or your internal system ID. At least one of the parameters must be provided.
- Altoviz Find ReceiptTool to find receipts in Altoviz by customer internal ID. Returns a list of receipts associated with the specified internal ID. If no internal ID is provided, may return all receipts. Use when you need to search for receipts by customer identifier.
- Altoviz Find Sale CreditTool to find sale credits in Altoviz. Use when you need to search for or retrieve credit notes. Can filter by internal ID or return all credits if no filter is provided.
- Altoviz Find Sale InvoiceTool to find sale invoices in Altoviz. Use when you need to search for or retrieve invoices. Can filter by internal ID or return all invoices if no filter is provided.
- Altoviz Find Sale QuoteTool to find sale quotes in Altoviz. Use when you need to search for or retrieve quotations. Can filter by internal ID or return all quotes if no filter is provided.
- +38 Actions
Provider sources
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