Current RMS MCP by usefulapi

Log an activity (call, meeting, task, note) against a member, opportunity or project, optionally with participants. Current RMS: POST /activities.

Create an Organisation, Contact or Venue. To link a new Contact to its Organisation, pass parent_member_id. Current RMS: POST /members.

Create an opportunity (a rental job) as an Enquiry, Draft or Quotation. store_id is required (see current_rms_list_stores); set member_id for the customer and starts_at/ends_at for the job dates. Line items are added in Current RMS. Current RMS: POST /opportunities.

Update fields on an existing member. Only the fields you pass are sent. Emails and phones passed here are ADDED (existing ones are kept). When updating custom_fields, also pass the member's membership_type. Current RMS: PUT /members/{id}.

Update header fields on an existing opportunity — subject, customer, venue, dates, reference, instructions, tags, custom fields. Only the fields you pass are sent. State changes (convert to quote/order, cancel, mark lost) are deliberately not available. Current RMS: PUT /opportunities/{id}.

Rental availability for ONE product over a date range: arrays of quantity held, booked, unavailable, available, on sub-rent and quoted — one entry per availability period (hour, quarter day, half day or day depending on the range and system setting) — plus the opportunities that book it. Read-only, even though the API uses POST. Current RMS: POST /availability/product.

Fetch one invoice or credit note with its status, due date and totals; include invoice_items for the lines. Current RMS: GET /invoices/{id}.

Fetch one member (organisation, contact, venue or user) with its addresses, emails, phones, links, linked parent/child members and custom fields. Current RMS: GET /members/{id}.

Fetch one opportunity with its dates, state (0 Enquiry, 1 Draft, 2 Quotation, 3 Order), status and charge/cost totals. Associations (customer, venue, line items, assets, participants) are only returned when named in include. Current RMS: GET /opportunities/{id}.

Fetch one product with its rates, stock settings and custom fields. Current RMS: GET /products/{id}.

List activities — calls, meetings, tasks and notes logged against members, opportunities and projects. filtermode: pending, completed, all. Example filters for one person's busy time in a window: {"time_status_eq": 1, "starts_at_lt": "2026-10-02T00:00:00.000Z", "ends_at_gteq": "2026-10-01T00:00:00.000Z", "participants_member_id_eq": [123]}. Current RMS: GET /activities.

List invoices and credit notes with number, dates, status and totals. Free-text search covers subject, number, description, customer name and tags. filtermode: live, inactive, all, invoices, credits. To find one opportunity's invoices pass filters {"invoice_items_source_type_eq": "Opportunity", "invoice_items_source_id_eq": <opportunity id>} with filtermode all. Current RMS: GET /invoices.

List members — Current RMS's single record type for Organisations, Contacts, Venues and Users. Free-text search covers name, street, work phone, work email and tags. Defaults to active records; filtermode can be active, inactive, all, organisation, contact, venue, user, with_pending_activities, with_live_opportunities, bookable. Current RMS: GET /members.

List opportunities — the enquiries, drafts, quotations and orders for a rental job — with their dates, state and charge totals. Free-text search covers subject, description, number, customer name and tags. filtermode e.g. live, all, inactive, enquiries, drafts, quotations, orders, invoiced, not_invoiced, needing_prep. Line items are NOT included here: use current_rms_get_opportunity or current_rms_list_opportunity_items. Max 25 per page. Current RMS: GET /opportunities.

List the line items on one opportunity — products, services and groups, with quantity, rate, discount, dates and charge totals. Current RMS: GET /opportunities/{opportunity_id}/opportunity_items.

Stock snapshot per product: rental quantity held, booked, unavailable, on sub-rent and AVAILABLE, plus sale stock and prices. Pass starts_at/ends_at to compute rental availability for a job's dates instead of today, and store_id to restrict to one store. filtermode: active, inactive, all, rental, sale. Current RMS: GET /product_inventories.

List products (rental and sale items) with their group, stock method, rates, weight and barcode. Free-text search covers name, product group name and tags. filtermode: active (default), inactive, all. Current RMS: GET /products.

List projects — groups of related opportunities for one customer or event. Free-text search covers name, customer name and tags. filtermode: active (default), inactive, all. Current RMS: GET /projects.

List stock levels — the individual serialised assets (asset number, serial number, location, store) or bulk stock quantities held. Pass product_id for one product's stock, or use filters such as {"asset_number_eq": "ABC-1234"} to find an asset. Current RMS: GET /stock_levels or GET /products/{product_id}/stock_levels.

List the account's stores (warehouses/depots) with their ids and addresses — needed for store_id when creating an opportunity. Current RMS: GET /stores.