spend_management
Zip
Connect Zip to Elaichi and hand every teammate a governed MCP endpoint — 131 tools ready to call from Claude, Cursor, or any MCP client, clamped by roles, restrictions, and an audit log.
AI tools
Zip tools for your AI agents
131 tools are ready to mint as an MCP endpoint the moment you connect Zip — governed by the same roles, restrictions, and audit log as everything else in Elaichi.
list_all_zip_approvals
Search and list approvals in Zip that match a set of filters. Returns approval node records including id, name, status, display_status, node_type, config_type, start_time, complete_time, due_date, sla_hours, assignee, tasks, request, queue, stage, created_at, and updated_at.
list_all_zip_users
Search Zip users using optional filters. Returns per record: id, email, is_active, first_name, last_name, department, subsidiary, manager, roles, queues, groups, external_data, and attributes.
get_single_zip_user_by_id
Get a single Zip user by id. Returns: id, openapi, info, servers, security, paths, components. Required: id.
create_a_zip_user
Create a new Zip user. Returns the created user including id, email, is_active, first_name, last_name, department, subsidiary, manager, roles, queues, groups, external_data, and attributes.
update_a_zip_user_by_id
Update a Zip user by id. Returns the updated user including id, email, is_active, first_name, last_name, department, subsidiary, manager, roles, queues, groups, external_data, and attributes. Required: id.
zip_users_deactivate
Deactivate a Zip user by user_id. Returns the deactivated user including id, email, is_active, first_name, last_name, department, subsidiary, manager, roles, queues, groups, external_data, and attributes. Required: user_id.
list_all_zip_vendors
Search vendors in Zip matching the given criteria. Returns a list of vendor records; each record includes id, name, status, created_at, updated_at, external_id, address, contacts, categories, and owners.
get_single_zip_vendor_by_id
Get a single vendor in Zip by id. Returns the full vendor object including id, name, status, created_at, updated_at, external_id, address, contacts, legal_name, categories, and owners. Required: id.
create_a_zip_vendor
Create or update (upsert) a vendor in Zip keyed by external_id. Returns the created or updated vendor object including id, name, status, created_at, updated_at, external_id, address, contacts, and owners. Required: data.external_id.
update_a_zip_vendor_by_id
Update a single vendor in Zip by id. Returns the updated vendor object including id, name, status, created_at, updated_at, external_id, address, contacts, and owners. Required: id.
delete_a_zip_vendor_by_id
Delete a single vendor in Zip by id. Returns the deleted vendor object including id, name, status, external_id, updated_at, address, and contacts. Required: id.
list_all_zip_requests
Search Zip requests based on various filter and sort parameters, returning up to 30 results per page. Returns per record: id, name, status, request_type, priority, amount_usd, vendor, requester, department, payment_method, price_detail, created_at, and updated_at.
get_single_zip_request_by_id
Get a single Zip purchase request by id. Returns the full request object including id, name, status, request_type, priority, amount_usd, vendor, requester, department, payment_method, price_detail, purchase_order, created_at, and updated_at. Required: id.
update_a_zip_request_by_id
Update a Zip request by id. Returns the updated request object including id, name, status, request_type, priority, amount_usd, vendor, requester, department, payment_method, price_detail, purchase_order, created_at, and updated_at. Required: id.
list_all_zip_departments
List departments in Zip with optional search filters. Returns: id, name, display_name, is_active, hide_in_zip, created_at, updated_at, external_ids, external_data.
get_single_zip_department_by_id
Get a single Zip department by id. Returns the department object including id, name, display_name, is_active, hide_in_zip, created_at, updated_at, and external_data. Required: id.
create_a_zip_department
Create a new department in Zip. Returns the created department object including id, name, display_name, is_active, hide_in_zip, created_at, updated_at, and external_data.
update_a_zip_department_by_id
Update a Zip department by id. Returns the updated department object including id, name, display_name, is_active, hide_in_zip, created_at, updated_at, and external_data. Required: id.
delete_a_zip_department_by_id
Delete a Zip department by id. Returns an empty 204 response on success. Required: id.
list_all_zip_roles
Search and list roles in Zip. Returns each role's id and name. Optionally filter by name or control sort order with sort_by and sort_order.
get_single_zip_role_by_id
Get a single Zip role by id. Returns: id, name, openapi, info, servers, security, paths, components. Required: id.
create_a_zip_role
Create a new role in Zip. Returns: id, name, openapi, info, servers, security, paths, components.
update_a_zip_role_by_id
Update a Zip role by id. Returns: id, name, openapi, info, servers, security, paths, components. Required: id.
delete_a_zip_role_by_id
Delete a Zip role by id. Returns an empty 204 response on success. Required: id.
list_all_zip_invoices
List and search Zip invoices using optional filters. Returns invoice records including id, invoice_number, status, vendor, subsidiary, purchase_orders, line_items, erp_sync_status, and applied_vendor_credits. Supports filtering by status, vendor_id, invoice_number, date ranges (created, updated, approved), invoice amount, and upload_source.
get_single_zip_invoice_by_id
Get a single Zip invoice by id. Returns the full invoice object including id, invoice_number, status, vendor, subsidiary, purchase_orders, line_items, erp_sync_status, applied_vendor_credits, and exception_tasks. Required: id.
create_a_zip_invoice
Create a new invoice in Zip. Returns the created invoice object including id, invoice_number, status, vendor, subsidiary, purchase_orders, line_items, and erp_sync_status.
update_a_zip_invoice_by_id
Update header-level fields on a Zip bill invoice by id, including due_date, invoice_date, and coded invoice flags. The invoice can also be matched to purchase orders by providing purchase_order_ids or purchase_order_numbers. Returns the updated invoice including id, invoice_number, status, vendor, subsidiary, erp_sync_status, and line_items. Required: id.
zip_invoices_submit
Submit a Zip bill invoice for approval. Validates the draft invoice for completeness, then transitions it into the approval workflow. Returns the updated invoice including id, invoice_number, status, vendor, subsidiary, erp_sync_status, and line_items. Required: invoice_id.
zip_invoices_update_paid_status
Update the paid status of a Zip invoice, marking it as PAID or UNPAID. Returns the updated invoice object including id, invoice_number, status, vendor, subsidiary, purchase_orders, and line_items. Required: invoice_id, data.new_status; when marking as PAID, data.paid_on_date and data.currency are also required.
list_all_zip_invoice_line_items
List invoice line items in Zip. Returns: id, description, quantity, rate, billed_amount, received_amount, line_number, tax_amount, shipping_amount, misc_amount, total, pre_tax_total, currency, start_date, end_date, start_date_iso, end_date_iso, line_type, line_type_name, secondary_line_type, department, expense_category, gl_code, item_account, location, tax_codes, vendor_item, attributes,…
create_a_zip_invoice_line_item
Add one or more line items to a Zip invoice. Returns: list. Required: invoice_id.
update_a_zip_invoice_line_item_by_id
Update an existing invoice line item in Zip. Returns the updated line item including id, description, rate, quantity, total, line_type, department, expense_category, gl_code, and other fields. Required: invoice_id, id.
list_all_zip_purchase_orders
List and search purchase orders in Zip using optional filters on creation date, update date, open amount, and vendor. Returns one record per purchase order including id, po_number, total_amount, total_amount_usd, currency, status, vendor, created_at, updated_at, payment_method, payment_frequency, and billing/tax amounts.
get_single_zip_purchase_order_by_id
Get a single Zip purchase order by id. Returns the full purchase order object including id, po_number, total_amount, total_amount_usd, currency, status, vendor, payment_method, payment_frequency, created_at, updated_at, and all billing and tax amounts. Required: id.
list_all_zip_agreements
Search and list agreements in Zip. Returns agreement records including agreement_number, name, agreement_status, currency, amount, start_date, end_date, renewal_status, attachments, original_request, child_requests, purchase_orders, and renewal_stakeholder_queues. Optionally filter by vendor_id, subsidiary_id, or department_id.
get_single_zip_agreement_by_id
Get a single Zip agreement by id. Returns the full agreement object including agreement_number, name, agreement_status, currency, amount, start_date, end_date, renewal_status, attachments, original_request, child_requests, purchase_orders, and renewal_stakeholder_queues. Required: id.
list_all_zip_vendor_credits
Search vendor credits in Zip, optionally filtered by credit invoice number. Returns vendor credit records including id, credit_number, currency, vendor, subsidiary, amount, applied_invoices, and line_items.
get_single_zip_vendor_credit_by_id
Get a single vendor credit in Zip by id. Returns the vendor credit including id, credit_number, currency, vendor, subsidiary, amount, applied_invoices, and line_items. Required: id.
create_a_zip_vendor_credit
Create a new vendor credit in Zip. Returns the created vendor credit including id, credit_number, currency, vendor, subsidiary, amount, and line_items. Required: vendor_id, subsidiary_id, currency.
update_a_zip_vendor_credit_by_id
Update the header information of a vendor credit in Zip by id. Returns the updated vendor credit including id, credit_number, currency, vendor, subsidiary, amount, and line_items. Required: id.
zip_vendor_credits_submit
Submit a vendor credit for approval in Zip. Returns the submitted vendor credit including id and credit_invoice_number. Required: vendor_credit_id.
update_a_zip_vendor_credit_line_item_by_id
Update a vendor credit line item in Zip by id. Returns the updated line item including id, description, quantity, rate, line_type, currency, total, and coding fields such as department, expense_category, gl_code, and location. Required: vendor_credit_id, id.
list_all_zip_locations
Search Zip locations, optionally filtering by name. Returns a list of location objects including id, name, status, created_at, updated_at, and external_data.
create_a_zip_location
Create a new location in Zip. Returns the created location object including id, name, status, created_at, and updated_at.
update_a_zip_location_by_id
Update an existing Zip location by id, modifying its name and/or status via a data wrapper. Returns the updated location object including id, name, status, created_at, and updated_at. Required: id.
delete_a_zip_location_by_id
Delete a Zip location by id. Returns an empty 204 response on success. Required: id.
list_all_zip_subsidiaries
List subsidiaries in Zip, optionally filtered by name or active status. Returns per record: id, name, display_name, is_active, created_at, updated_at, external_data, and address.
get_single_zip_subsidiary_by_id
Get a single Zip subsidiary by id. Returns the subsidiary record including id, name, display_name, is_active, created_at, updated_at, address, and external_data. Required: id.
create_a_zip_subsidiary
Create a new subsidiary in Zip. Returns the created subsidiary including id, name, display_name, is_active, created_at, updated_at, external_data, and address.
update_a_zip_subsidiary_by_id
Update a Zip subsidiary by id. Returns the updated subsidiary including id, name, display_name, is_active, created_at, updated_at, external_data, and address. Required: id.
delete_a_zip_subsidiary_by_id
Delete a Zip subsidiary by id. Returns an empty 204 response on success. Required: id.
list_all_zip_gl_codes
Search and list GL accounts in Zip. Supports optional filters by name and active status. Returns: id, created_at, updated_at, name, currency, active, subsidiaries, external_id, external_data, account_type, account_sub_type, account_number, source.
get_single_zip_gl_code_by_id
Get a single GL account by id in Zip. Returns: name, key, show_in_zip, lookup, openapi, info, servers, security, paths, components. Required: id.
create_a_zip_gl_code
Create a new GL account in Zip. Returns: id, created_at, updated_at, name, currency, active, subsidiaries, external_id, external_data, account_type, account_sub_type, account_number, source, openapi, info, servers, security, paths, components.
update_a_zip_gl_code_by_id
Update an existing GL account by id in Zip. Returns: id, created_at, updated_at, name, currency, active, subsidiaries, external_id, external_data, account_type, account_sub_type, account_number, source, openapi, info, servers, security, paths, components. Required: id.
list_all_zip_expense_categories
List all expense categories in Zip. Returns: id, name, description, active, gl_code_id, subsidiary_ids, source.
get_single_zip_expense_category_by_id
Get a single expense category by id in Zip. Returns: id, created_at, updated_at, name, description, source, active, external_data, gl_code, subsidiaries, openapi, info, servers, security, paths, components. Required: id.
create_a_zip_expense_category
Create a new expense category in Zip. Returns the created category object including id, name, description, active, source, gl_code, subsidiaries, created_at, updated_at, and external_data.
update_a_zip_expense_category_by_id
Update an expense category by id in Zip. Returns: id, name, description, active, gl_code_id, subsidiary_ids, source, openapi, info, servers, security, paths, components. Required: id.
delete_a_zip_expense_category_by_id
Delete a single expense category by id in Zip. Returns an empty 204 response on success. Required: id.
list_all_zip_tax_codes
Search and list tax codes in Zip with optional filters on name, active status, or tax code type. Returns: id, created_at, updated_at, display_name, name, description, active, rate, country, city, county, state, tax_code_type, external_id, external_data.
get_single_zip_tax_code_by_id
Get a single Zip tax code by id. Returns: id, created_at, updated_at, display_name, name, description, active, rate, country, city, county, state, tax_code_type, external_id, external_data, openapi, info, servers, security, paths, components. Required: id.
create_a_zip_tax_code
Create a new tax code in Zip. Returns the created tax code object including id, name, display_name, active, rate, tax_code_type, country, state, city, county, description, created_at, updated_at, and external_data.
update_a_zip_tax_code_by_id
Update an existing Zip tax code by id. Returns the updated tax code object including id, name, display_name, active, rate, tax_code_type, country, state, city, county, description, created_at, updated_at, and external_data. Required: id.
delete_a_zip_tax_code_by_id
Delete a Zip tax code by id. Returns an empty 204 response on success. Required: id.
create_a_zip_vendor_contact
Create a vendor contact in Zip for a specific vendor. Returns the created contact object including id, vendor_id, first_name, last_name, email, title, phone, and phone_country. Required: vendor_id, first_name, last_name, email.
list_all_zip_vendor_items
List vendor items in Zip. Returns vendor item records including id, status, currency, rate_cents, vendor_id, product_id, supplier_part_number, and lead_time.
create_a_zip_vendor_item
Create a new vendor item in Zip. Returns the created vendor item including id, status, currency, rate_cents, vendor_id, product_id, supplier_part_number, and lead_time.
update_a_zip_vendor_item_by_id
Update a vendor item in Zip by id. Returns the updated vendor item including id, status, currency, rate_cents, vendor_id, product_id, supplier_part_number, lead_time, and purchasing_group_ids. Required: id.
list_all_zip_vendor_item_groups
List vendor item groups in Zip. Returns a collection of vendor item group records including id, name, description, currency, activePriceRange, vendor, childMemberships, and objectType.
create_a_zip_vendor_item_group
Create a new vendor item group in Zip. Returns the created vendor item group object including id, name, description, currency, activePriceRange, vendor, childMemberships, and objectType.
update_a_zip_vendor_item_group_by_id
Update a single vendor item group in Zip by id. Returns the updated vendor item group object including id, name, description, currency, activePriceRange, vendor, childMemberships, and objectType. Required: id.
list_all_zip_vendor_payment_methods
List all payment methods for a Zip vendor. Returns: id, country, currency, custom_fields, external_data, payment_file_format_id, payment_file_format_name, payment_method, vendor, is_approved, is_deleted, is_deleted_by_vendor, updated_at. Required: vendor_id.
list_all_zip_lookups
List Zip lookup types. Returns a paginated collection of lookup records including id, name, integration_key, integration_name, display_name_fields, filters, and show_in_zip.
get_single_zip_lookup_by_id
Get a single Zip lookup type by id. Returns the lookup object including id, name, integration_key, display_name_fields, filters, settings_fields, and show_in_zip. Required: id.
create_a_zip_lookup
Create a new Zip lookup type. Returns the created lookup object including id, name, integration_key, display_name_fields, filters, settings_fields, and show_in_zip.
update_a_zip_lookup_by_id
Update a Zip lookup type by id. Returns the updated lookup object including id, name, integration_key, display_name_fields, filters, settings_fields, and show_in_zip. Required: id.
delete_a_zip_lookup_by_id
Delete a Zip lookup type by id. Returns an empty 204 response on success. Required: id.
list_all_zip_lookup_options
Search and list lookup options in Zip, optionally filtering by key, name, show_in_zip, or lookup_id. Returns: id, name, key, show_in_zip, lookup.
get_single_zip_lookup_option_by_id
Get a single Zip lookup option by id. Returns: id, name, key, show_in_zip, lookup, openapi, info, servers, security, paths, components. Required: id.
create_a_zip_lookup_option
Create a new lookup option in Zip. Returns the created option including id, name, key, show_in_zip, and lookup.
update_a_zip_lookup_option_by_id
Update an existing Zip lookup option by id. Returns the updated option including id, name, key, show_in_zip, and lookup. Required: id.
delete_a_zip_lookup_option_by_id
Delete a Zip lookup option by id. Returns an empty 204 response on success. Required: id.
list_all_zip_item_accounts
Search and list Zip item accounts using optional filters. Returns: id, created_at, updated_at, name, active, subsidiaries, item_unit_of_measure, external_id, external_data.
get_single_zip_item_account_by_id
Get a Zip item account by id. Returns a wrapper object including name, key, show_in_zip, and a lookup object containing the full item account record (id, created_at, updated_at, name, active, subsidiaries, item_unit_of_measure, external_data). Required: id.
create_a_zip_item_account
Create a new item account in Zip. Returns: id, created_at, updated_at, name, active, subsidiaries, item_unit_of_measure, external_id, external_data.
list_all_zip_item_receipts
List item receipts in Zip with optional filters on creation/update timestamps or status. Returns: id, created_at, updated_at, note, status, receipt_number, archive_note, received_date, external_link, external_data, purchase_order, line_items.
get_single_zip_item_receipt_by_id
Get a single Zip item receipt by id. Returns the full receipt record including id, type, status, created_at, updated_at, received_date, receipt_number, note, archive_note, external_link, purchase_order, and line_items. Required: id.
list_all_zip_amortization_schedules
List amortization schedules in Zip with optional filters on active status and name. Returns: id, is_active, name, source.
get_single_zip_amortization_schedule_by_id
Get a single amortization schedule in Zip by id. Returns: id, is_active, name, source, openapi, info, servers, security, paths, components. Required: id.
list_all_zip_delegations
List Zip delegations for the authenticated organization with optional filters. Returns: id, created_at, updated_at, starts_at, ends_at, timezone, note, status, master_key, delegator, delegate.
get_single_zip_delegation_by_id
Get a single Zip delegation by id. Returns the delegation object including id, type, status, starts_at, ends_at, timezone, note, master_key, delegator, delegate, created_at, and updated_at. Required: id.
create_a_zip_delegation
Create an out-of-office delegation in Zip, transferring a user's approval responsibilities to a delegate for a specified date range. Returns: id, created_at, updated_at, starts_at, ends_at, timezone, note, status, master_key, delegator, delegate, openapi, info, servers, security, paths, components. Required: data.delegator_id, data.delegate_id, data.start_date, data.end_date, data.timezone. Only…
update_a_zip_delegation_by_id
Update an existing Zip delegation by id. Returns: id, created_at, updated_at, starts_at, ends_at, timezone, note, status, master_key, delegator, delegate, openapi, info, servers, security, paths, components. Required: id. At least one field in data must be provided; changing the delegate triggers a circular delegation check.
delete_a_zip_delegation_by_id
Soft-delete a Zip delegation by id, setting its end date to yesterday and marking its status as EXPIRED; any in-progress delegated approvals are reassigned to the original delegator. Returns: id, created_at, updated_at, starts_at, ends_at, timezone, note, status, master_key, delegator, delegate, openapi, info, servers, security, paths, components. Required: id.
get_single_zip_queue_by_id
Get a single queue in Zip by id. Returns the queue object including id, name, type, queue_owners, queue_members, assignment_logic, default_assignee, description, and group_email. Required: id.
create_a_zip_queue
Create a main queue in Zip. Returns the created queue object including id, name, type, queue_owners, queue_members, assignment_logic, and default_assignee. Required: name, queue_owners, queue_members, assignment_logic.
update_a_zip_queue_by_id
Update a main queue or subqueue in Zip by id. Returns the updated queue object including id, name, type, queue_owners, queue_members, assignment_logic, default_assignee, description, and group_email. Required: id.
delete_a_zip_queue_by_id
Delete a queue in Zip by id. Returns an empty 204 response on success. Required: id.
create_a_zip_sub_queue
Create a subqueue on a parent queue in Zip. Returns the created sub-queue object including its id, type, name, queue_owners, queue_members, and assignment_logic. Required: queue_id.
list_all_zip_products
List Zip products by their IDs. Returns each product's id, name, type, line_type, manufacturer_name, unspsc_code, gl_code, item_account, and item_unit_of_measure. Required: guids.
create_a_zip_product
Create a new product in Zip. Returns the created product object including id, name, type, line_type, manufacturer_name, unspsc_code, gl_code, item_account, and item_unit_of_measure. Required: data.name.
update_a_zip_product_by_id
Update a Zip product by id. Returns the updated product object including id, name, type, line_type, manufacturer_name, unspsc_code, gl_code, item_account, and item_unit_of_measure. Required: id.
list_all_zip_currencies
List all supported currencies in Zip from your organization's admin settings. Returns: id, name, external_data.
update_a_zip_currency_by_id
Upsert currencies in Zip (append-only). Adds new currencies to the supported list without removing existing ones absent from the request. Returns: supported_currencies.
get_single_zip_document_by_id
Get a Zip document by id and download its binary file content. Returns the raw PDF binary content of the document — the response body is an application/pdf binary stream, not a JSON object. Required: id.
create_a_zip_document
Upload a document to Zip as a multipart form, optionally attaching it to a purchase request or invoice. Returns: id, file_name, openapi, info, servers, security, paths, components.
get_single_zip_payment_method_by_id
Get a single payment method by id in Zip. Returns: id, updated_at, openapi, info, servers, security, paths, components. Optionally include sensitive data or soft-deleted records via query parameters. Required: id.
update_a_zip_payment_method_by_id
Update a payment method by id in Zip, modifying its external integration mapping or custom fields. Returns the updated payment method object including id, country, currency, payment_method, vendor, is_approved, is_deleted, and updated_at. Required: id.
list_all_zip_payment_terms
List payment terms in Zip with optional search filters. Returns: id, name, net_period_in_days, is_active, external_data.
get_single_zip_payment_term_by_id
Get a single Zip payment terms record by id. Returns: id, name, net_period_in_days, is_active, external_data, openapi, info, servers, security, paths, components. Required: id.
get_single_zip_payout_by_id
Get a single payout in Zip by id. Returns the payout object including id, type, amount, fx_rate, reference_id, paid_on_date, reversed_on_date, payment_provider_creation_time, payment_method_type, currency_object, funding_currency_object, vendor, account, subsidiary, invoices, created_at, and updated_at. Required: id.
create_a_zip_address
Create a new address in Zip, optionally associated with a vendor. The data object must include lines, locality, and country. Returns the created address object including id, lines, locality, country, postal_code, status, address_str, display_country, display_region, and vendor address type flags. Required: data.
create_a_zip_comment
Create a comment on a Zip purchase requisition or invoice, or reply to an existing comment on Zip's RDP. Returns: success, comment, openapi, info, servers, security, paths, components. Required: data.user_id, data.external_display_name, and one of data.text or data.text_html; plus one of data.comment_parent_id, data.purchase_requisition_id, or data.invoice_id.
delete_a_zip_comment_by_id
Delete a Zip comment by its GUID. Returns: success, openapi, info, servers, security, paths, components. Required: id.
list_all_zip_request_comments
List comments belonging to a Zip request. Returns: id, text, text_html, user_id, external_url, external_display_name, comment_parent_id, created_at. Required: request_id.
update_a_zip_request_line_item_by_id
Update the line items on a Zip request. Returns the updated line item object including id, description, quantity, rate, line_type, currency, department, expense_category, and gl_code. Required: request_id.
list_all_zip_request_questionnaire_responses
List questionnaire responses for a Zip request. Returns each questionnaire's id, name, status, and question_responses array (including question_prompt, question_id, data, selected_options, text, weight, weighted_score, section, and reviewer_scores). Required: request_id.
list_all_zip_user_groups
List user groups in Zip, optionally filtered by name and sorted by creation or update time. Returns each matching group's id and name. The source documents only these two fields for this resource.
get_single_zip_user_group_by_id
Get a single Zip user group by id. Returns: id, name, openapi, info, servers, security, paths, components. Required: id.
list_all_zip_workflows
List all request workflows configured for the company in Zip. Returns: id, name, status.
list_all_zip_workflow_attributes
List configurable attributes for a Zip workflow given its ID. Returns one attribute record per item including id, name, data, config_id, integration_data, and entity_type. Required: workflow_id.
list_all_zip_audit_logs
List audit trail logs in Zip. Returns: id, timestamp, event_type, user, api_key, user_ip_address, accessed_from, description, data. Supports optional filtering by created_after, created_before, event_type, creator_id, creator_email, and actor_type. Requires a Zip Premier subscription.
list_all_zip_purchase_categories
List all available purchase categories in Zip as defined under company settings. Returns a three-level hierarchy: each top-level category has a name and a subcategories array; each mid-level subcategory has a name and a nested subcategories array; each deepest-level subcategory has an id (UUID) and name.
create_a_zip_budget
Create or update a budget in Zip for a given fiscal period and set of dimensions. Returns the upserted budget including its id, type, start_date, end_date, amount, dimensions, and owners. Required: data (must contain start_date, end_date, amount, and dimensions).
create_a_zip_budget_actual
Create or update a budget actual in Zip for a given date and set of dimensions (upsert). Returns the resulting budget actual including its id, type, date, amount, dimensions, and matched_budget_id. Required: date, amount, dimensions (sent within a data wrapper).
list_all_zip_option_filter_rules
List option filter rules in Zip. Returns a collection of rules, each including rule_id, type, target_field, source_field_1, and target_filtered_options.
update_a_zip_option_filter_rule_by_id
Create or update (upsert) an option filter rule in Zip by rule_id. If a rule with the given rule_id already exists it is updated; otherwise a new rule is created. Returns the rule object including rule_id, type, target_field, source_field_1, target_filtered_options, source_field_1_values, source_field_2, source_field_2_values, upload_source, user_permission_groups, created_at, and updated_at.…
delete_a_zip_option_filter_rule_by_id
Delete an existing option filter rule in Zip by rule_id. Returns: success, rule_id, openapi, info, servers, security, paths, components. Required: rule_id.
create_a_zip_einvoice
Create an invoice in Zip from an e-invoice XML document. Supply the XML as a raw/base64 string; an optional base64-encoded PDF can be provided to override the PDF generated from the XML. Returns the created invoice object including its id, status, invoice_date, due_date, vendor, subsidiary, currency, and description. Required: xml.
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