Knottle

Delete a task permanently

Get a single account by ID with associated deals and people

Check whether this customer has a cloud storage connected, and which one. Knottle supports two providers — Google Drive and Dropbox — and a customer may use either one. Returns { connected, provider, can_upload, reconnect_required, conflict, message }. can_upload is the only answer that matters before an upload: if it is true, saving a file will work, whichever provider that is. If it is false, the message says why in plain Japanese — pass that on (not connected at all / the connection expired and must be re-authorised / both providers are connected, which is a misconfiguration the customer must resolve in the settings screen). Never assume Google Drive: a Dropbox-only customer is fully connected and must not be told to connect Drive. Call this BEFORE encoding a file for upload. This is a hint only — saving enforces the same rules at save time.

Get a quote by id (with line items and deal/account).

Issue the invoice (請求書発行). IRREVERSIBLE side effect: this locks the invoice under 電帳法 (Japanese e-bookkeeping law) so line items and amounts can no longer be edited; correcting it requires creating a new revision. The issue date is the server date (JST) and cannot be supplied by the caller. A mistaken issue can be undone by cancelling the invoice issuance, but only after any recorded payment is undone and the order acceptance is cancelled.

Issue the quote document (見積書発行). Records the quote issue date as the server date (JST); the date cannot be supplied by the caller. This does NOT advance the pipeline status and does NOT apply the 電帳法 invoice lock (issuing the quote document and issuing the invoice are two separate, independent axes), but line items and amounts can no longer be edited afterwards; to change them, duplicate the quote into a new version.

List activities (interactions like calls, emails, meetings, notes) scoped to an account, a deal, or a person. Pass at least one of account_id / deal_id / person_id. Returns at most 20, newest first; use cursor for the next page.

List deals, optionally filtered by account_id. Returns up to 20 results.

List tasks. For date ranges ("today", "this week", "by month-end"), pass full RFC 3339 datetimes with Z or a UTC offset in due_after / due_before; never pass a date-only YYYY-MM-DD value. Interpret the user's local time yourself because the server does not apply a timezone. Example: 2026-07-30 00:00 JST is 2026-07-29T15:00:00Z. Returns at most 20 tasks, each including its data provenance.

Log an activity (call, email, meeting, note, etc.) for an account or deal

Record payment received for an invoice (入金記録). Requires the invoice to have been issued first — recording a payment on a quote whose invoice has not been issued is refused. Advances the quote to the paid stage. The deal itself only advances to the paid stage when this quote is the accepted order for that deal; if the deal has no accepted order, or a different quote of the deal was accepted, the deal stage is left as it is (and if another quote was accepted, this call is refused).

Upload a small file attachment (base64) to an account or deal. Saves to whichever cloud storage the customer has connected — Google Drive or Dropbox — into a 会社/案件/カテゴリ folder. Either provider works; do not assume Google Drive. If no storage is connected (or both are, which is a misconfiguration), the call returns an error explaining what the customer has to do. Hard limit: 1MB per file — larger files are rejected, so do NOT send big files through chat. For files over the limit, tell the user to either (1) open the deal page in Knottle and use 「ファイルを選択」 to upload, or (2) save the file to their cloud storage and link it from the deal page. This tool is upload-only and never lists or links existing files.

Search accounts (customers). Searchable: the company name, the notes on the account, and custom field values. Not searchable: the industry (there is no industry field), and the deals or people that belong to the account. Matching is a partial, case-insensitive text match. Returns up to 20.

Search across accounts, deals and people with a single query. Searchable: for accounts, the company name and notes; for deals, the deal title; for people, the full name, email, phone and mobile number; plus custom field values on all three. Not searchable: deal notes, and anything on the quotes (use the quote search for those). Returns at most 20 rows in total, shared fairly between the three kinds (a flood of matching companies will not crowd out the deals and people).

Search deals. Searchable: the deal title and custom field values. Not searchable: the deal notes, the company name, and the amounts — searching those returns nothing, so to find a deal by company, look the company up first and list its deals. Matching is a partial, case-insensitive text match. Returns up to 20.

Search quotes and invoices. Searchable: the quote number, the quote name, the customer name stored on the quote, the recipient name, the recipient department, and the notes on the quote. Not searchable: the deal title — a quote does NOT match on the name of the deal it belongs to. To find the quotes of a deal, look the deal up first and pass its id as deal_id (with any query), or read the deal itself. Matching is a partial, case-insensitive text match. Returns up to 20, newest first.

Cancel the order acceptance for a quote's deal (受注解除). Returns the deal to quote stage.

Undo an invoice issue (請求発行の取消). Reverts the invoice to draft — the 電帳法 issue lock is released and the status steps back one stage. Use this to fix a mistaken invoice issue. Two preconditions, both refused with a message stating the required order: (1) refused while a payment is recorded on the quote — the payment record must be undone first; (2) refused while the deal is accepted for this quote series — the order acceptance must be cancelled first.

Undo a quote issue (見積発行の取消). Clears the quote issue date. Line items and amounts become editable again ONLY if the invoice for this quote has not been issued: if the invoice is already issued, the 電帳法 (Japanese e-bookkeeping law) lock still applies and the line items stay frozen — correcting them then requires a correction revision, and the invoice issuance has to be undone first. Refused while the deal is accepted for this quote series — the order acceptance must be cancelled first.

Undo a recorded payment (入金記録の取消). Steps the quote and deal back one stage from paid to the invoice stage. This does NOT undo the invoice issuance itself — the invoice stays issued and locked under 電帳法 (Japanese e-bookkeeping law). Only possible when a payment has actually been recorded. This is the first step when unwinding a quote: while a payment is recorded, cancelling the invoice issuance is refused.

Update an existing account. All fields except id are optional.

Update an existing deal (title, stage, amount, deal_date, notes). All fields except id are optional.

Update an existing person (name, contact, fax, job info). All fields except id are optional.

Update a quote (line items, notes, status, header fields). Follows issue/sibling lock rules; will refuse edits to issued/locked quotes.

Update a task (title, description, priority, due date, status, account/deal links)