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Project Management

Moco, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Moco account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Project Management
  • Connects with a key
  • 25 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Moco is

MOCO is a business management software offering project management, time tracking, and invoicing solutions.

You paste in a key from your own Moco account. It is kept encrypted, and you can withdraw it from inside Moco whenever you like.

How a run works

One message in, the work done in Moco.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Moco. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Moco account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

25 tools it already has

What it can do in Moco

These are the ready-made tools your AI employee already has in Moco. It is not limited to them, but it never has to be taught these.

  • Create CompanyTool to create a new company. use when you need to add a company after gathering required fields.
  • Create InvoiceTool to create a new invoice. use after gathering complete invoice data (customer, dates, items, etc.).
  • Create Planning EntryTool to create a new planning entry. use when you need to allocate working hours to a project or deal.
  • Create ProjectTool to create a new project in moco. use when you need to provision a project with validated parameters.
  • Create PurchaseTool to create a new purchase. use when you need to log an expense record after gathering date, items, and payment info.
  • Delete a companyTool to delete a company. use when you need to remove a company from moco after confirming no active dependencies.
  • Delete DealTool to delete a deal. use when you have identified an obsolete or unwanted deal and confirmed its deletion. example: "delete the deal with id 123."
  • Get ActivityTool to retrieve a single activity by id. use when you need to fetch details for a specific activity after confirming the activity id.
  • Get DealTool to retrieve a single deal by id. use when you have a deal id and need detailed deal information. use after confirming the deal id.
  • Get OfferTool to retrieve a single offer by id. use when you have an offer id and need detailed offer information. use after confirming the offer id.
  • Get Planning EntryTool to retrieve a single planning entry by id. use when you need detailed information for a specific planning entry after confirming its id.
  • Get ProjectTool to retrieve a single project by id. use when you need detailed project information after confirming the project id.
  • List ActivitiesTool to retrieve activities. use when you need to list time entries with filters like date range, user, project, or billing status.
  • List commentsTool to retrieve a list of comments. use after confirming the resource type and id.
  • List ContactsTool to retrieve a list of contacts. use when you need to list contacts optionally filtered by tags, term, or phone after confirming criteria.
  • List Deal CategoriesTool to list deal categories with their ids and probabilities. use when you need a reference of available deal category types after authenticating.
  • List DealsTool to retrieve a list of all deals (leads). use when you need an overview of deals filtered by status, tags, date range, or associated company.
  • List InvoicesTool to retrieve a list of all invoices. use when you need an overview of invoices, optionally filtered by status, date range, or client.
  • List OffersTool to retrieve a list of all offers. use when you need an overview of offers filtered by status, date range, or identifiers.
  • List Planning EntriesTool to retrieve a list of all planning entries. use when you need an overview of planned hours filtered by period, user, or project.
  • List ProjectsTool to retrieve a list of all projects. use when you need an overview of projects optionally filtered by company, leader, date range, or tags after confirming criteria.
  • List UsersTool to list all users. use when you need valid 'leader id' or 'co leader id' for project creation after confirming available staff.
  • Update ActivityTool to update an existing activity. use when you need to adjust details of a recorded time entry after confirming the activity exists.
  • Update DealTool to update an existing deal. use when you need to modify one or more fields of a deal after retrieving its details.
  • Update ProjectTool to update an existing project. use when you need to modify project details after confirming the project id.
Access, and who is in charge of it

You stay the boss of your Moco account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Moco account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Moco is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Moco and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Moco

Can an AI employee really work inside Moco?
Yes. It signs in to your own Moco account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Moco?
No. Nothing moves and nothing is replaced. Your records stay in Moco, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Moco account?
You paste in a key from your own Moco account. It is kept encrypted, and you can withdraw it from inside Moco whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Moco?
It has 25 ready-made tools in Moco today, among them Create Company, Create Invoice and Create Planning Entry. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Moco and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Moco and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Moco?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Moco is written down with what it did and when.