Morning (GreenInvoice)

When to use

Use this skill when you need to interact with Morning / GreenInvoice to:

• Get an auth token (JWT) using API key credentials
• Create/update clients
• Create/update items
• Create documents (invoice / receipt / quote / order / credit / debit)
• Retrieve document outputs (e.g., IDs / links) if the tool supports it

What you need from the user

Collect only what’s required for the action:

Authentication

• apiKeyId
• apiKeySecret

Client (if creating or searching)

• name
• Optional: taxId, email, phone, address, city, country

Item (if creating)

• name
• price
• Optional: description, currency

Document (if creating)

• documentType (Invoice / Receipt / Quote / Order / CreditInvoice / DebitInvoice)
• clientId (or enough info to create the client)
• lines[] (each line: description or itemId, quantity, unitPrice)
• Optional: currency, language, description, discount

Tool contract

Use the morning tool with an action field.

Supported actions

• getToken
• createClient
• createItem
• createDocument
• (Optional, if implemented in your tool): findClient, findItem, getDocument, listDocuments

Guardrails

• Never log or echo apiKeySecret or JWTs back to the user.
• Prefer reusing existing clientId / itemId when available.
• Validate document lines:
• quantity > 0
• unitPrice >= 0
• Currency: default to "ILS" unless the user specifies otherwise.
• Language: default to "Hebrew" unless the user specifies otherwise.

Examples

1) Authenticate (JWT)

{
  "action": "getToken",
  "apiKeyId": "YOUR_API_KEY_ID",
  "apiKeySecret": "YOUR_API_KEY_SECRET"
}

2) Create a client

{
  "action": "createClient",
  "jwt": "JWT_FROM_getToken",
  "client": {
    "name": "Acme Ltd",
    "taxId": "515555555",
    "email": "billing@acme.com",
    "phone": "+972-50-000-0000",
    "address": "1 Rothschild Blvd",
    "city": "Tel Aviv",
    "country": "Israel"
  }
}

3) Create an item

{
  "action": "createItem",
  "jwt": "JWT_FROM_getToken",
  "item": {
    "name": "Consulting hour",
    "description": "Senior engineering consulting",
    "price": 500,
    "currency": "ILS"
  }
}

4) Create a document (Invoice)

{
  "action": "createDocument",
  "jwt": "JWT_FROM_getToken",
  "document": {
    "documentType": "Invoice",
    "language": "English",
    "currency": "ILS",
    "clientId": "CLIENT_ID",
    "description": "Invoice for January services",
    "lines": [
      {
        "description": "Consulting hour",
        "quantity": 10,
        "unitPrice": 500
      }
    ]
  }
}

5) Create a document (Receipt) using itemId

{
  "action": "createDocument",
  "jwt": "JWT_FROM_getToken",
  "document": {
    "documentType": "Receipt",
    "language": "Hebrew",
    "currency": "ILS",
    "clientId": "CLIENT_ID",
    "lines": [
      {
        "itemId": "ITEM_ID",
        "quantity": 1,
        "unitPrice": 1200
      }
    ]
  }
}

Error handling

• If token is rejected (401/403): call getToken again and retry the request once.
• If client/item already exists:
• Prefer returning the existing ID (if tool supports lookup),
• Otherwise surface a clear message: “Client already exists; provide clientId or unique identifier.”
• If validation fails: ask for the missing/invalid fields only (e.g., “quantity must be > 0”).

Output expectations

Return minimally:

• Created resource IDs (clientId, itemId, documentId)
• Any relevant URLs (PDF / view links) if the API/tool provides them