Connect Claude to your Enso workspace

Ingest unstructured agreements, construct billing plans with recurring or usage pricing rules, and finalize contracts.

• get_contract Fetch full details of a contract by ID (plans, items, parties, taxes, status) params: contractId
• draft_contract Create a pre-filled contract draft and get a review URL params: SellerEntityId, PurchaserEntityId, InvoiceTemplateId, Plans[]
• update_contract_job Update the draft contract job before finalizing (change entities, plans, template) params: jobId, SellerEntityId?, PurchaserEntityId?, Plans?
• finalize_contract Finalize a draft contract and create it without UI review params: jobId

Generate manual billing statements against active contract plans, manage line items, and log payment collections.

• create_manual_invoice Create a manual invoice against a contract plan params: contractPlanId, invoiceData, invoiceItems[]
• add_invoice_item Add a line item to a draft invoice params: invoiceId, title, description, quantity, price, fromDate, toDate, PlanItemId
• update_invoice_item Update a line item on a draft invoice (partial) params: invoiceId, itemId, …
• delete_invoice_item Delete a line item from a draft invoice params: invoiceId, itemId, confirm?
• create_payment Record a payment against an invoice params: invoiceId, PaymentSourceId, amount, timestamp, description?
• update_payment Update a payment on an invoice (partial) params: invoiceId, paymentId, …
• delete_payment Delete a payment from an invoice params: invoiceId, paymentId

Ingest usage events, define usage and license meters, and trigger background recalculations.

• create_event Ingest a single usage event params: CustomerEntityId, metric, value, timestamp, metadata?, eventId?, JobId?
• create_meter Create a usage or license meter params: name, metric, type, aggregationMethod, window?, filters?, config?
• update_meter Update an existing meter params: meterId, name?, metric?, status?, …
• delete_meter Delete a meter by ID params: meterId
• sync_meter Recalculate usage for a specific meter params: meterId, date?, syncConfig?
• sync_all_meters Enqueue background job to sync all org meters params: date?

Manage customer accounts, corporate legal entities, billing addresses, and linked banking details.

• create_customer Create a customer with its entity (contact, address, bank details) in one call params: name, entity?{ legalName, alias, email, address, bankDetails }
• update_customer Update an existing customer params: customerId, name?, entity?
• delete_customer Delete a customer by ID params: customerId
• update_entity Update a customer or seller entity's legal name, contact info, address (incl. tax ID), or bank details params: entityId, legalName?, alias?, email?, address?, bankDetails?
• create_org_entity Create an organisation entity (used as seller in contracts) params: legalName, alias, email?, address?, bankDetails?

Create and update SKUs, define pricing rates and units of measure, and organize product catalog groups.

• list_sku_groups All SKU groups in the catalog
• create_sku Create a new SKU params: name, code?, price?, currencyId?, unitId?
• update_sku Update an existing SKU params: skuId, name?, price?, …
• delete_sku Delete a SKU by ID params: skuId

Access global currencies, ISO countries, regional states, measurement units, and configured payment channels.

• list_currencies All supported currencies with IDs and codes
• list_units Units of measurement (hours, GB, seats…)
• list_countries All countries with IDs and ISO codes
• list_states States/provinces for a given country params: countryId
• list_payment_sources Payment sources configured for the org (for use as PaymentSourceId)

Query finite state machine graphs, execute state transitions (RAISE, APPROVE, VOID), run bulk actions, and revert status changes.

• fsm_get_actions Available actions for one record params: type, id
• fsm_get_bulk_actions Available actions across many records params: type, ids[]
• fsm_get_states All possible states for a type params: type
• fsm_get_graph States and transitions for a type params: type
• fsm_transition Apply a transition to one record params: type, id, action, data?
• fsm_bulk_transition Apply a transition to many records params: type, ids[], action, data?
• fsm_undo_transition Undo the last transition on a record params: type, id, comments?

Inspect dynamic object schemas (SKU, Customer, Invoice) and perform multi-attribute filtering with pagination and sorting.

• get_object_schema Schema for any object type (sku, customer, invoice…) params: objectName
• query_objects Flexible query across any Enso object with filters, pagination, sorting params: query { object, filters, pagination, sorting… }

Create, update, and retrieve invoice PDF layout templates, and inspect JSON configuration schemas for billing plan types.

• list_org_templates List all invoice templates configured for the organisation
• get_invoice_template_html Fetch a template's current raw HTML so it can be read and edited params: templateId
• create_invoice_template Create a new invoice template from HTML markup params: name, html, config { prefix, startNumber… }, entityId?
• update_invoice_template Update an existing invoice template's name, HTML, or config params: templateId, name?, html?, config?, entityId?
• get_plan_types All billing plan types with full config schemas (one-time, recurring, license, usage)