Billabex

Permanently delete a customer account and all associated data. This action cannot be undone. Accounts linked to external sources may have restrictions.

Remove a contact from a customer account.

Permanently delete a credit note.

Permanently delete an invoice. This action cannot be undone. The invoice must not be linked to a managed account source.

Retrieve detailed information about a specific customer account including contacts and source information. For user-facing responses, prefer account name/summary fields and use IDs only for follow-up tool calls.

Get detailed information about a specific account task including its type, status, and required input.

Retrieve detailed information about a specific contact.

Get detailed information about a specific credit note by ID, or by organization/account ID and credit note number. For user-facing responses, prefer credit note number/summary fields and use IDs only for follow-up tool calls.

Get detailed information about a specific customer outstanding balance, including associated invoices and credit notes.

Get detailed information about a specific incoming email communication, including the email content.

Get detailed information about a specific incoming email, including the simplified body content (text or HTML converted to markdown).

Retrieve detailed information about a specific invoice by its ID, or by organization/account ID and invoice number. For user-facing responses, prefer invoice number/summary fields and use IDs only for follow-up tool calls.

Get detailed information about a specific organization by its ID. For user-facing responses, prefer organization name/summary fields and use IDs only for follow-up tool calls.

Get detailed information about a specific outgoing email communication, including the email content.

Get detailed information about a specific outgoing email, including the simplified body content (text or HTML converted to markdown).

Link a custom source reference to an account. This connects the Billabex account to an external system (ERP, CRM, etc.) for synchronization purposes. Only Custom sources can be linked by users.

List active account tasks that require user input. These are created by the Billabex agent when it needs information from the user (e.g., approving eligibility, selecting next action, providing contacts). For user-facing responses, prefer task title/summary fields and use IDs only for follow-up tool calls.

List all customer accounts for an organization with cursor-based pagination. Returns account details including name, contacts, and source information. For user-facing responses, prefer account name/summary fields and use IDs only for follow-up tool calls.

List communications (incoming and outgoing emails) for an organization from the fast pre-joined projection, with server-side filters — account, communication type, delivery status (e.g. bounced/complained), and date range. Prefer this over list-incoming-communications/list-outgoing-communications when you need filtering or are scanning many communications. Use get-incoming-communication/get-outgoing-communication for the full email body.

List all contacts associated with a customer account. Contacts are the external people (customers) who can receive dunning communications. For user-facing responses, prefer contact name/summary fields and use IDs only for follow-up tool calls.

List credit notes for an organization with pagination support. For user-facing responses, prefer credit note number/summary fields and use IDs only for follow-up tool calls.

List customer outstanding balances for an organization. Each balance represents the dunning state for a customer account, including outstanding invoices and credit notes. For user-facing responses, prefer summary fields and use IDs only for follow-up tool calls.

List all emails (both incoming and outgoing) for an organization. Returns paginated results with email type indicator.

List incoming email communications (customer replies to dunning emails) for an organization, backed by the fast pre-joined communication list projection. For user-facing responses, prefer summary fields and use IDs only for follow-up tool calls. Use list-communications for date/delivery-status filtering.

List incoming email communications (customer replies) for a specific account, backed by the fast pre-joined communication list projection.

List incoming emails for an organization. These are emails received from external parties. Returns paginated results.

List invoices for an organization from the lean invoice list projection (fast, pre-joined account name, no per-item detail). Supports filtering by status and account. Use get-invoice for full detail (tax, payments, credit allocations, billing address, PDF).

List all members of a specific organization. Returns user details including name and email. For user-facing responses, prefer member name/summary fields and use IDs only for follow-up tool calls.

List all organizations the authenticated user is a member of. Returns paginated results. For user-facing responses, prefer organization name/summary fields and use IDs only for follow-up tool calls.

List outgoing email communications (dunning emails sent to customers) for an organization, backed by the fast pre-joined communication list projection. For user-facing responses, prefer summary fields and use IDs only for follow-up tool calls. Use list-communications for date/delivery-status filtering.

List outgoing email communications (dunning emails) for a specific account, backed by the fast pre-joined communication list projection.

List outgoing emails for an organization. These are emails sent by the system (dunning communications). Returns paginated results.

List accounts for an organization that have received at least one outgoing dunning email but have never sent an incoming reply. Aggregated server-side in a single call — no pagination needed.

Pause automated dunning (follow-up emails) for a customer account. The account keeps its outstanding balance but stops receiving reminders until resumed.

Remove a credit allocation, reversing the credit that was previously applied from a credit note to an invoice.

Remove a member from an organization. This will revoke their access to the organization.

Resume automated dunning (follow-up emails) for a customer account previously paused.

Send an email immediately, at the account level, on behalf of the AI agent. Recipients are free-form (not limited to the account contacts). The account next planned communication is automatically recomputed after the send. Use message in markdown for content; the platform renders HTML/text and appends the agent signature automatically.

Enable or disable a contact on a customer account. Disabled contacts are never proactively contacted by the AI agent (no dunning outreach). Re-enabling a contact is a human/client decision only.

Remove the custom source reference from an account. This disconnects the Billabex account from the external system. Only linked Custom sources can be unlinked by users.