Connect Chaser with Hookshot™ and your stack

Chaser is an accounts receivable automation software that helps businesses automate invoice reminders and get paid faster.

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Tools and triggers

What Agents can do in Chaser

Available tools and events after Chaser is connected.

  • Bulk Upsert Contact Persons

    Tool to bulk insert or update contact persons for a customer. Use when you need to create or update multiple contact persons in a single request (up to 100). Matching is done by external_id - existing contacts with the…

  • Bulk Upsert Credit Notes

    Tool to bulk upsert up to 100 credit notes in a single request. Matches by credit_note_id (or id). Use when you need to create or update multiple credit notes efficiently in Chaser.

  • Bulk Upsert Customers

    Tool to bulk upsert up to 100 customers in a single operation. Customers are matched by external_id (or id) for updates. Use when you need to create or update multiple customers efficiently.

  • Bulk Upsert Invoices

    Tool to bulk upsert up to 100 invoices in a single request. Invoices are matched by invoice_id for updates or created if not found. Use when you need to create or update multiple invoices efficiently.

  • Bulk Upsert Overpayments

    Tool to bulk upsert up to 100 overpayments in Chaser, matching by overpayment_id. Use when you need to create or update multiple overpayment records in a single operation.

  • Create Contact Person

    Tool to create a new contact person for a customer in Chaser. Requires customer_id and external_id. Use when adding additional contacts to an existing customer account.

  • Create Credit Note

    Creates a new credit note record in Chaser for tracking customer credits. Credit notes represent amounts owed to customers and are used to reduce outstanding invoices. The customer must exist in Chaser before creating…

  • Create Customer

    Tool to create a new customer record in Chaser. Use after obtaining Basic Auth credentials.

  • Create Invoice

    Tool to create a new invoice record in the organization. Use after ensuring the customer exists in Chaser.

  • Create Overpayment

    Creates a new overpayment record in Chaser for tracking customer overpayments. Overpayments represent amounts paid by customers in excess of invoice amounts and can be used to offset future invoices. The customer must…

  • Delete Contact Person

    Tool to delete a contact person from a customer record in Chaser. Use this when you need to remove a specific contact person associated with a customer. Requires both the customer identifier and the contact person…

  • Get Contact Person by ID

    Tool to get a specific contact person by ID for a customer. Use when you need to retrieve detailed information about a contact person associated with a customer in Chaser.

  • Get Credit Note by ID

    Retrieve detailed information for a specific credit note by its ID. Accepts both internal Chaser IDs and external credit note IDs (with 'ext_' prefix). Use when you need to fetch complete details of a single credit note.

  • Get Credit Notes

    Retrieves a list of credit notes from Chaser. Supports filtering by customer, status, and date range. Returns all credit notes if no filters are specified.

  • Get Current Organisation

    Tool to retrieve information about the current organisation associated with the API credentials. Use when you need the organisation ID, currency, timezone, or legal details for the authenticated account.

  • Get Customer by ID

    Retrieve detailed information for a specific customer by their Chaser customer ID. Use this after obtaining the customer_id from listing customers or creating a customer. The customer_id is the internal Chaser…

  • Get Customers

    Tool to retrieve a list of all customers associated with the organization. Use when you need to display or process complete customer contact and status information.

  • Get Invoice by ID

    Tool to retrieve detailed information for a specific invoice by its ID. Use when you need to view invoice details, payment status, or associated customer information.

  • Get Organization

    Tool to retrieve information about the connected organizations. Use when you need organization IDs, currency, timezone, or legal details before other operations.

  • Get Overpayment

    Retrieve detailed information for a specific overpayment by its ID. Use when you need to fetch overpayment details, check remaining credit, or verify overpayment status. Both internal ID (e.g., op_XXX) and external ID…

  • Get Status

    Tool to check the status of the Chaser API. Use when you need to verify if the API is operational before making other requests.

  • List Contact Persons

    Tool to retrieve contact persons for a specific customer. Returns a paginated list of contact persons with their details. Use when you need to get contact information for a customer's representatives.

  • List Invoices

    Tool to retrieve invoices with pagination and filtering. Use when you need to fetch invoice records from Chaser with support for various filter criteria including status, amounts, dates, and customer information.

  • List Overpayments

    Tool to retrieve overpayments from Chaser with pagination and filtering. Use when you need to list overpayments, check remaining credits, or filter by customer, amount, currency, or date.

Setup

Connect Chaser in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.