biztera

What this skill does

# Biztera

Biztera is a business management platform designed to help small to medium-sized businesses streamline their operations. It offers tools for project management, CRM, and finance tracking. Biztera is used by entrepreneurs and teams looking for an all-in-one solution to manage their business processes.

Official docs: https://developers.biztera.com/

## Biztera Overview

- **Account**
  - **User**
- **Vendor**
- **Contract**
  - **Contract Task**
- **Invoice**
- **Payment**
- **Purchase Order**
- **Product**
- **Time Entry**
- **Expense Report**
- **Receipt**
- **Reimbursement**
- **Report**
- **Dashboard**
- **Integration**
- **Notification**
- **Approval**
- **Workflow**
- **Template**
- **Setting**
- **Subscription**
- **Role**
- **Permission**
- **Audit Log**
- **Tag**
- **Note**
- **Comment**
- **File**
- **Folder**
- **Link**
- **Message**
- **Channel**
- **Event**
- **Task**
- **Alert**
- **Announcement**
- **Knowledge Base Article**
- **FAQ**
- **Forum Post**
- **Poll**
- **Survey**
- **Case**
- **Opportunity**
- **Lead**
- **Contact**
- **Company**
- **Deal**
- **Quote**
- **Campaign**
- **List**
- **Segment**
- **Form**
- **Landing Page**
- **Email**
- **SMS**
- **Chat**
- **Call**
- **Meeting**
- **Webinar**
- **Social Media Post**
- **Ad**
- **Keyword**
- **Competitor**
- **Backlink**
- **Referral**
- **Affiliate**
- **Partner**
- **Customer**
- **Supplier**
- **Employee**
- **Department**
- **Team**
- **Project**
- **Milestone**
- **Risk**
- **Issue**
- **Change Request**
- **Bug**
- **Test Case**
- **Release**
- **Deployment**
- **Server**
- **Database**
- **Domain**
- **Certificate**
- **Backup**
- **Log**
- **Monitor**
- **Alert**
- **Incident**
- **Problem**
- **Request**
- **Service**
- **Configuration Item**
- **Asset**
- **Inventory**
- **Order**
- **Shipment**
- **Return**
- **Refund**
- **Coupon**
- **Discount**
- **Tax**
- **Currency**
- **Transaction**
- **Balance**
- **Statement**
- **Budget**
- **Forecast**
- **Goal**
- **Key Result**
- **Initiative**
- **Scorecard**
- **Indicator**
- **Metric**
- **Benchmark**
- **Plan**
- **Strategy**
- **Tactic**
- **Action Item**
- **Decision**
- **Review**
- **Feedback**
- **Suggestion**
- **Complaint**
- **Praise**
- **Testimonial**
- **Review**
- **Rating**
- **Comment**
- **Vote**
- **Like**
- **Share**
- **Follow**
- **Subscribe**
- **Bookmark**
- **Flag**
- **Report**
- **Search**
- **Filter**
- **Sort**
- **Group**
- **Pivot**
- **Chart**
- **Graph**
- **Map**
- **Timeline**
- **Calendar**
- **Reminder**
- **Event**
- **Task**
- **Note**
- **Document**
- **Presentation**
- **Spreadsheet**
- **Image**
- **Video**
- **Audio**
- **Archive**
- **Code**
- **File**
- **Folder**
- **Link**
- **Message**
- **Channel**
- **Notification**
- **Alert**
- **Announcement**

Use action names and parameters as needed.

## Working with Biztera

This skill uses the Membrane CLI to interact with Biztera. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

### Install the CLI

Install the Membrane CLI so you can run `membrane` from the terminal:

```bash
npm install -g @membranehq/cli@latest
```

### Authentication

```bash
membrane login --tenant --clientName=<agentType>
```

This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.

**Headless environments:** The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:

```bash
membrane login complete <code>
```

Add `--json` to any command for machine-readable JSON output.

**Agent Types** : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness

### Connecting to Biztera

Use `membrane connection ensure` to find or create a connection by app URL or domain:

```bash
membrane connection ensure "https://biztera.com/" --json
```
The user completes authentication in the browser. The output contains the new connection id.

This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically.

If the returned connection has `state: "READY"`, skip to **Step 2**.

#### 1b. Wait for the connection to be ready

If the connection is in `BUILDING` state, poll until it's ready:

```bash
npx @membranehq/cli connection get <id> --wait --json
```

The `--wait` flag long-polls (up to `--timeout` seconds, default 30) until the state changes. Keep polling until `state` is no longer `BUILDING`.

The resulting state tells you what to do next:

- **`READY`** — connection is fully set up. Skip to **Step 2**.
- **`CLIENT_ACTION_REQUIRED`** — the user or agent needs to do something. The `clientAction` object describes the required action:
  - `clientAction.type` — the kind of action needed:
    - `"connect"` — user needs to authenticate (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections.
    - `"provide-input"` — more information is needed (e.g. which app to connect to).
  - `clientAction.description` — human-readable explanation of what's needed.
  - `clientAction.uiUrl` (optional) — URL to a pre-built UI where the user can complete the action. Show this to the user when present.
  - `clientAction.agentInstructions` (optional) — instructions for the AI agent on how to proceed programmatically.

  After the user completes the action (e.g. authenticates in the browser), poll again with `membrane connection get <id> --json` to check if the state moved to `READY`.

- **`CONFIGURATION_ERROR`** or **`SETUP_FAILED`** — something went wrong. Check the `error` field for details.

### Searching for actions

Search using a natural language description of what you want to do:

```bash
membrane action list --connectionId=CONNECTION_ID --intent "QUERY" --limit 10 --json
```

You should always search for actions in the context of a specific connection.

Each result includes `id`, `name`, `description`, `inputSchema` (what parameters the action accepts), and `outputSchema` (what it returns).

## Popular actions

| Name | Key | Description |
|---|---|---|
| List Messages | list-messages | Retrieve a list of messages |
| List Notifications | list-notifications | Retrieve a list of notifications for the current user |
| List Invitations | list-invitations | Retrieve a list of invitations |
| List Webhooks | list-webhooks | Retrieve a list of registered webhooks |
| List Projects | list-projects | Retrieve a list of projects |
| List Organizations | list-organizations | Retrieve a list of organizations the user belongs to |
| List Approval Requests | list-approval-requests | Retrieve a list of approval requests for the authenticated user |
| Get Project | get-project | Retrieve a single project by ID |
| Get Organization | get-organization | Retrieve a single organization by ID |
| Get Approval Request | get-approval-request | Retrieve a single approval request by ID |
| Get Current User | get-current-user | Retrieve the profile of the currently authenticated user |
| Create Project | create-project | Create a new project |
| Create Approval Request | create-approval-request | Create a new approval request |
| Create Invitation | create-invitation | Send an invitation to join an organization |
| Create Webhook | create-webhook | Register a new webhook to receive event notifications |
| Update Project | update-project | Update an existing project |
| Update Approval Request | update-approval-request | Update an existing approval request |
| Delete Project | delete-project | Delete a project by ID |
| Delete Approval Request | delete-approval-request | Delete an approval request by ID |
| Delete Invitation | delete-invitation | Cancel/delete a pending invitation |

### Running actions

```bas