# Search, records and system

Cross-cutting actions that work on several object types, and system actions (action list, active modules, profile switch).

## Show an object's detailed record

Show the details of an already identified object (customer, contact, quotation, order, invoice, project, ticket, product, shipment, intervention), including a customer's full address.

| Property | Value |
|---|---|
| Identifier | `object.get` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Bound (read) |
| Profiles | Sales, Field technician, Generic, Site manager (being validated), Warehouse (being validated), support.helpdesk |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *What is this customer's address?*

## Open a record in the ERP

Get the direct link to an object's record in the ERP.

| Property | Value |
|---|---|
| Identifier | `object.get_url` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Field technician, Generic, Site manager (being validated), Warehouse (being validated), support.helpdesk |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *Open this record in Dolibarr.*

## List objects

List objects of a given type, with simple filters.

| Property | Value |
|---|---|
| Identifier | `object.list` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Generic, support.helpdesk |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *List this customer's latest orders.*

## List and download an object's documents

List the documents attached to an object (quotation, invoice, order, intervention, shipment) and download the PDF generated by the ERP.

| Property | Value |
|---|---|
| Identifier | `object.list_documents` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Generic, Site manager (being validated), Warehouse (being validated) |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *Download this quotation's PDF.*

## List linked objects

List the objects linked to the active object (for example an order's invoices), and load one into the context.

| Property | Value |
|---|---|
| Identifier | `object.list_linked` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Field technician, Generic, Site manager (being validated), Warehouse (being validated), support.helpdesk |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *Which documents are linked to this order?*

## Change an object's status

Validate, close or change the status of a quotation, invoice, order or shipment.

| Property | Value |
|---|---|
| Identifier | `object.set_status` |
| Type | Write — confirmation required (irreversible) |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | No equivalent — explicitly refused |
| Profiles | all (generic profile) |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Required information** : The object (from the context); the target status.

**Examples** :

> *Validate this quotation.*

**Limits** : A validated business status cannot simply be undone. Rarer transitions that are not supported return an explicit error rather than a false success.

**Limits under ERPNext** : Chaque (type, statut cible) est une opération métier distincte. Sous ERPNext, `invoice -> payee` n'existe pas comme transition : une facture n'est payée que par un règlement (Payment Entry) ; `proposal -> signee` n'existe pas (Ordered résulte de la création d'une commande) ; revenir en brouillon après soumission est impossible (annulation + nouvelle version). Aucune transition n'est liée tant que chacune n'est pas prouvée équivalente.

## Create a generic object

Create an order, project or contact. For customers, quotations and interventions, the dedicated actions are preferred.

| Property | Value |
|---|---|
| Identifier | `object.create` |
| Type | Write — confirmation required (irreversible) |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | all (generic profile) |
| AI assistants (MCP) | Not exposed to assistants |

**Limits** : Never creates an invoice.

## List available actions

Answer “What can you do?” by listing the actions you can use with your profile and permissions.

| Property | Value |
|---|---|
| Identifier | `actions.list` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Field technician, Generic, Site manager (being validated), Warehouse (being validated) |
| AI assistants (MCP) | Not exposed to assistants |

**Examples** :

> *What can you do?*

## Describe capabilities

Present what you can ask SpeakDo here and now, by theme (customers, sites, planning, interventions, inventory, support, quotations, orders, stock, invoices, documents, procedures), based on what is actually available for your profile, permissions and modules.

| Property | Value |
|---|---|
| Identifier | `capabilities.describe` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Field technician, Generic, Site manager (being validated), Warehouse (being validated), Receptionist, support.helpdesk |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *What can I ask you about quotations?*

## Check active modules

Tell which ERP modules are active and which actions depend on them — useful after installation or if an action seems to be missing.

| Property | Value |
|---|---|
| Identifier | `system.check_modules` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Field technician, Generic, Site manager (being validated), Warehouse (being validated) |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *Which modules are active?*

## Switch working mode

Switch from one business profile to another among those allowed for your account (see Business profiles).

| Property | Value |
|---|---|
| Identifier | `profile.switch` |
| Type | Write — confirmation required (reversible in the ERP) |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Field technician, Generic, Site manager (being validated), Warehouse (being validated), support.helpdesk |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *Switch to sales mode.*

**Limits** : Some profiles, such as Receptionist, are locked and cannot be left.

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See also : [Catalog overview](/de/catalogue/) · [Dolibarr compatibility](/de/catalogue/compatibilite-dolibarr) · [ERPNext compatibility](/de/catalogue/compatibilite-erpnext)