Create Invoice
Generate a new invoice for a client or project
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_INVOICE])
Send Invoice
Send an existing invoice to a client via email
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SEND_INVOICE])
Record Expense
Log a new business expense in the system
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.RECORD_EXPENSE])
Generate Tax Report
Create a tax report for a specific period
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GENERATE_TAX_REPORT])
Update Client Information
Modify or update details for an existing client
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_CLIENT_INFO])
Create Project
Set up a new project in the system
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_PROJECT])
Log Time Entry
Record time spent on a specific project or task
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.LOG_TIME_ENTRY])
Generate Income Statement
Create an income statement for a specified period
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GENERATE_INCOME_STATEMENT])
Set Up Recurring Invoice
Configure an invoice to be generated and sent automatically at regular intervals
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SETUP_RECURRING_INVOICE])
Calculate Quarterly Taxes
Estimate quarterly tax obligations based on current income and expenses
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CALCULATE_QUARTERLY_TAXES])
Generate Client Report
Create a comprehensive report of all activities and financials for a specific client
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GENERATE_CLIENT_REPORT])
Update Bank Account Information
Modify or add bank account details for payments and transactions
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_BANK_INFO])
Generate Annual Financial Report
Compile a comprehensive annual financial report for the business
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GENERATE_ANNUAL_REPORT])
Set Up New User
Create a new user account in the system with specified permissions
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SETUP_NEW_USER])
Archive Project
Move a completed project to archived status
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ARCHIVE_PROJECT])
New Invoice Received
Triggered when a new invoice is created in the system
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_INVOICE_RECEIVED])
Payment Received
Triggered when a payment is recorded for an invoice
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PAYMENT_RECEIVED])
Expense Submitted
Triggered when a new expense is submitted for approval
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.EXPENSE_SUBMITTED])
Tax Deadline Approaching
Triggered when a tax filing deadline is within a specified timeframe
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.TAX_DEADLINE_APPROACHING])
Client Added
Triggered when a new client is added to the system
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CLIENT_ADDED])
Project Completed
Triggered when a project is marked as completed
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROJECT_COMPLETED])
Invoice Overdue
Triggered when an invoice becomes overdue
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.INVOICE_OVERDUE])
Low Account Balance
Triggered when the account balance falls below a specified threshold
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.LOW_ACCOUNT_BALANCE])
Quarterly Tax Estimate Ready
Triggered when a new quarterly tax estimate is available
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.QUARTERLY_TAX_ESTIMATE_READY])
New Time Entry Logged
Triggered when a new time entry is recorded in the system
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_TIME_ENTRY_LOGGED])
Revenue Milestone Reached
Triggered when total revenue reaches a predefined milestone
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.REVENUE_MILESTONE_REACHED])
Expense Approval Required
Triggered when an expense requires approval from a manager or administrator
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.EXPENSE_APPROVAL_REQUIRED])
New Financial Year Started
Triggered at the beginning of a new financial year
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_FINANCIAL_YEAR_STARTED])
Client Information Updated
Triggered when client information is modified or updated
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CLIENT_INFO_UPDATED])
Bank Account Connected
Triggered when a new bank account is successfully connected to the system
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.BANK_ACCOUNT_CONNECTED])