What Lucy can do in your workspace

Once you've connected your own Lucy, Claude or ChatGPT (see Connect Bizinly to your own Lucy), this is everything it can do in your Bizinly workspace — the same actions available from the screens themselves, just reachable from a conversation. Every one of them is checked against the signed-in permissions of whoever created the connection, and every write lands in your workspace's own activity log, exactly like a person clicking through the app.

This page describes each tool in plain language; developers integrating their own tooling should read the exact, current input for each one in Connect with MCP.

Customers

Tool	What it does
Search customers	Find a customer by name or code.
Get a customer	Open a customer's full profile — details, addresses, contacts, and the documents still open for them.

Documents

Tool	What it does
Search documents	Search quotes, orders, invoices, proformas and credit notes — and, where those modules are turned on, purchase orders and pipeline deals — filtered by type, status, customer, date range, or unpaid invoices only.
Get a document	Open one document in full: its lines, totals, payments, and the other documents linked to it.
Create a document	Draft a new quote, order, invoice, proforma or credit note — or a pipeline deal — for an existing customer or a new one, with the lines described in the conversation. A new customer with no exact match is created on the spot.
Update a draft's lines	Replace the lines on a document that hasn't been issued or closed yet.
Move a document's status	Move a document to its next allowed status — the same rules the status menu on screen enforces. For a pipeline deal, this moves it between stages.
Issue an invoice	Assign a draft invoice or credit note its number and lock it.
Clone a document	Start a new draft of the same type, copied from an existing document.
Create a credit note	Create a credit note against an issued invoice.
Link two documents	Manually connect two documents of different types, the same as the app's own linking.

Payments

Tool	What it does
Record a payment	Record a payment against an invoice, with an amount, a date and a payment method.

Appointments

Tool	What it does
List appointments	List appointments for one document, or across a date range — optionally narrowed to one team member.
Schedule an appointment	Book an appointment on a document: when, who on your team is assigned, where, and a note. The assignee is added to the document's team and notified, same as booking it from the document itself.

Messaging

Tool	What it does
Post a message	Post a message to a document's own conversation, visible to your team.
E-mail a document	E-mail a document's PDF to its customer, or to anyone else, the same as the app's own E-mail button.
Draft a payment reminder	Draft a payment-reminder e-mail for an unpaid invoice — in English and Croatian, with the real amount and due date already filled in.

Reports

Tool	What it does
Outstanding summary	Open and overdue invoice totals, overall and broken down by customer.
Sales summary	Totals by document type and status for a period — this month, last month, this quarter, this year, or all time.

Import & export

Tool	What it does
Export customers / products	Export your customers or products as a JSON list, or a CSV file.
Import customers / products	Import customers or products from a CSV or JSON file. Always checks what would happen first and reports it back — nothing is written until that plan is confirmed.

Related: Meet Lucy, Connect Bizinly to your own Lucy, Connect with MCP (developer reference).