biztera

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:

npm install -g @membranehq/cli@latest

Authentication

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:

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:

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:

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:

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