MOCO
Agency teams juggle time entries, invoices, deals, and project budgets across MOCO's interface. Your AI agent retrieves billable hours, creates invoices, updates deal pipelines, and pulls project data through conversation, turning administrative overhead into a quick chat.
Your AI agent connects to MOCO's complete business management API, handling time tracking, invoicing, deal management, and resource planning through natural language requests.
MOCO
Real scenarios where agencies and consultancies use AI agents to manage MOCO workflows, from client billing to resource planning, without navigating multiple screens.
The finance lead says 'Create an invoice for Acme Corp for December design work.' Your AI Agent retrieves billable activities from MOCO for the specified project and date range, compiles line items with hours and rates, creates the invoice with proper tax and currency settings, and confirms the total. A process that normally takes 30 minutes happens in a single conversation.
A partner asks 'What deals do we have in the pipeline worth over 50K?' Your AI Agent queries MOCO deals filtered by 'potential' and 'pending' status, identifies the high-value opportunities, and presents deal names, amounts, and assigned reps. The partner walks into the client call with a fresh pipeline view, prepared in seconds.
A project lead asks 'How is the team allocated next week?' Your AI Agent retrieves planning entries from MOCO for the upcoming period, identifies who is booked on which projects and for how many hours, and flags team members who are over-allocated. Capacity planning happens during a Monday morning chat instead of a spreadsheet session.
MOCO
FAQs
The agent calls MOCO's Activities List API with filters for date range, project ID, user ID, and billing status. It returns individual time entries with descriptions, hours, billable flags, and tags. You can ask for summaries like 'total hours this month' and the agent aggregates the results conversationally.
Yes. The agent uses MOCO's Invoice Create endpoint which supports multiple line item objects, each with title, description, quantity, unit, unit price, and net total. It also handles tax rates, discounts, due dates, and service periods. The invoice is created in draft status by default for your review.
Tars requires your MOCO API key and account subdomain. The API key is generated from your MOCO account settings. The subdomain identifies your MOCO instance (e.g., youragency.mocoapp.com). Together they authenticate all API requests to your specific MOCO workspace.
No. Tars queries the MOCO API in real-time during conversations. Invoice details, time entries, project budgets, and deal information are fetched live and used only to respond to the current request. No financial data is cached or stored on Tars servers.
Yes. The agent can list and retrieve offers from MOCO filtered by status, date range, company, or project. It returns offer details including line items, amounts, and acceptance status. This helps sales teams quickly check proposal status during client conversations.
The MOCO dashboard is designed for hands-on project management. Tars brings MOCO data into the communication channels your team already uses, like Slack, WhatsApp, or your website. Ask 'How many hours did we bill last month?' and get the answer without opening MOCO.
Yes. The agent uses MOCO's Project Update endpoint to modify project details including budget amounts, hourly rates, billing variants, start and finish dates, and leader assignments. Changes take effect immediately in MOCO, and the agent confirms the update in the conversation.
Yes. When creating invoices or projects, the agent supports any currency configured in your MOCO account. Specify the three-letter currency code (EUR, CHF, USD, etc.) and the agent creates records in the correct currency. Exchange rates follow your MOCO account settings.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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