AI assistants
Tools
An assistant sees one set of tools, depending on what it connected to: a household or a business workspace. Tools that change something are labeled, so your assistant can ask first.
For households
What an assistant gets when it connects to a household on Invoist Personal. 6 tools, 5 that only read.
| Tool | Type | Say something like |
|---|---|---|
bills_to_pay | Read | "What do we still have to pay this month?" |
list_bills | Read | "Show me every electricity bill from this year." |
get_bill | Read | "What's the reference number for the water bill?" |
bill_totals | Read | "How much did our bills come to in October, compared with last year?" |
waiting_emails | Read | "Is anything waiting for me to approve?" |
mark_bill_paid | Write | "I just paid the Elisa bill, mark it paid." |
bills_to_payRead onlybills:read
What the household still has to pay: how many bills are unpaid and overdue, the total due soon, and each unpaid bill with the soonest due first.
Inputs
1 field
daysinteger- How many days ahead counts as due soon. Default 30.
Example: "What do we still have to pay this month?"
list_billsRead onlybills:read
The household's bills, filtered by paid or unpaid, by month, by sender, or by words. Each bill has its sender, amount, due date, and whether it's paid.
Inputs
5 fields
statusstring- unpaid, paid, or all. Default unpaid.
monthstring- Only this month's bills, as YYYY-MM (by due date).
senderstring- Only this sender's bills, for example Northwind Energy.
querystring- Words to search for: sender, bill number, or reference. Searches every month.
limitinteger- At most this many bills. Default 50, at most 200.
Example: "Show me every electricity bill from this year."
get_billRead onlybills:read
Everything about one bill: who to pay, the account, BIC and reference, the amount and due date, each line and how the total adds up, any warning to check before paying, and any reminder about it.
Inputs
1 field
bill_iduuidrequired- The bill's id, from list_bills or bills_to_pay.
Example: "What's the reference number for the water bill?"
bill_totalsRead onlybills:read
A month at a glance: what the bills came to and how much is paid, the twelve months before it for comparison, and the biggest senders.
Inputs
2 fields
monthstring- The month as YYYY-MM. Default this month.
senderstring- Only this sender's bills.
Example: "How much did our bills come to in October, compared with last year?"
waiting_emailsRead onlybills:read
Emails forwarded to the household that wait for someone to approve the sender, with who sent them, why they wait, and when they'd be deleted. Approving a sender stays in the Invoist app.
No inputs.
Example: "Is anything waiting for me to approve?"
mark_bill_paidWritesbills:write
Marks a bill as paid, or as not paid again. Only there if you allowed it when you connected the assistant, and the assistant is told to do it only after you say you paid.
Inputs
2 fields
bill_iduuidrequired- The bill's id.
paidboolean- true marks it paid (the default), false marks it not paid again.
Example: "I just paid the Elisa bill, mark it paid."
For businesses
What an assistant gets when it connects to a business workspace. 7 tools, 6 that only read.
| Tool | Type | Say something like |
|---|---|---|
search_documents | Read | "Find every invoice from Acme this month." |
get_document | Read | "Show me the details on that Acme invoice." |
list_review_queue | Read | "What's waiting in my review queue?" |
resolve_review_item | Write | "That first flagged item is fine, resolve it." |
get_usage_summary | Read | "How many documents have I processed this month?" |
list_categories | Read | "What categories do my invoices get sorted into?" |
get_workspace_stats | Read | "Give me an overview of my invoices." |
search_documentsRead onlydocuments:read
Finds invoices by filename, vendor name, or invoice number, optionally filtered by processing status. Returns compact summaries with totals and status.
Inputs
3 fields
querystring- Case-insensitive text matched against filename, vendor, or invoice number.
statusstring- One of pending, processing, done, failed.
limitinteger- Max results. Default 50.
Example: "Find every invoice from Acme this month."
get_documentRead onlydocuments:read
One document with its full extraction: every field, line items, and confidence scores.
Inputs
1 field
document_iduuidrequired- The document's id.
Example: "Show me the details on that Acme invoice."
list_review_queueRead onlyreview:read
Items the engine flagged for a human: low-confidence fields, total mismatches, unusual vendors.
Inputs
1 field
statusstring- pending, resolved, or dismissed. Defaults to pending.
Example: "What's waiting in my review queue?"
resolve_review_itemWritesreview:write
Marks a flagged item resolved or dismissed. It clears an item out of the review queue, and the assistant is told to confirm what it did.
Inputs
2 fields
iduuidrequired- The review queue item's id.
statusstringrequired- resolved or dismissed.
Example: "That first flagged item is fine, resolve it."
get_usage_summaryRead onlyusage:read
Documents processed and cost for the current billing period, with a per-day breakdown.
No inputs.
Example: "How many documents have I processed this month?"
list_categoriesRead onlyworkspace:read
The workspace's expense categories, as used by automatic categorization.
No inputs.
Example: "What categories do my invoices get sorted into?"
get_workspace_statsRead onlystats:read
Workspace totals: documents processed, totals extracted, review queue size, recent activity.
No inputs.
Example: "Give me an overview of my invoices."