Chasing payment
On Monday the finance lead asks which invoices are overdue. Memtro reads unpaid invoices and lists four, the largest from Northwind at 4,200 euros due three weeks ago, with each customer's email for the reminder.
Dolibarr + Memtro
Ask Dolibarr which invoices are unpaid and what a customer has ordered.
Connect Dolibarr with your host and an API key and Memtro reads third parties and their contacts, invoices, proposals, orders, projects, tasks and agenda events. The key acts as its user with all of their permissions, and there is no hourly sync. When you ask, and once an administrator has granted them by name, it can log time, create and change projects, tasks, events, contacts and tickets, draft invoices, proposals and orders, and validate them with definitive numbering. It can record payments in the books and mark invoices paid, and permanently delete third parties, contacts or time lines.
In Memtro
What you can do with Dolibarr in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Dolibarr tool, reads what it needs, and answers with the source cited.
What it does
- 01Third parties by kind and name, with codes, email, website, town and country
- 02Invoices by state and third party, with due dates and totals with and without tax
- 03Proposals and customer orders by third party, with state and totals
- 04Projects and tasks with progress, planned and spent hours, and agenda events by owner
- 05When asked and granted, logs time, creates or changes projects, tasks, events, contacts and third parties, drafts invoices, proposals or orders, and opens, answers, assigns or closes tickets
- 06When asked and granted, validates with definitive numbering, records a payment into a bank account, marks invoices paid, closes proposals and orders, or permanently deletes a third party, contact or time line
Acts when asked
When you ask it to
These tools change something in Dolibarr. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Log time spent on a project task, as the connection's own user
- 02Create a third party (customer, prospect or supplier) when none of that name exists
- 03Overwrite named fields of an existing third party
- 04Delete a third party permanently
- 05Delete a time-spent line from a task permanently
- 06Add an agenda event for a named owner
- 07Create a project
- 08Create a task in a project
- 09Overwrite a time-spent line
- 10Create a draft invoice with lines
- 11Create a draft commercial proposal with lines
- 12Create a draft customer order with lines
- 13Validate an invoice, proposal, order or project (definitive numbering)
- 14Create a contact
- 15Overwrite named fields of a contact
- 16Delete a contact permanently
- 17Record a payment of an invoice's remaining amount into a named bank account
- 18Classify an invoice as paid
- 19Reopen a paid invoice as unpaid
- 20Close a proposal as signed or refused
- 21Close an order as delivered
- 22Open a ticket
- 23Add a message to a ticket
- 24Close or abandon a ticket
- 25Assign or unassign a ticket
- 26Change a project task
- 27Change a project
- 28Change or reschedule an agenda event
In practice
Ask it like you would a colleague
Once Dolibarr is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Dolibarr + Memtro
Which invoices are unpaid and past their due date?
What has Northwind ordered this year?
Which proposals for Acme are still waiting to be signed?
Log three hours on the BigCo migration task for today
Record Northwind's payment of invoice FA2611-0042 into the main bank account
Recording a payment
Northwind's transfer arrives, and Sarah Collins asks Memtro to record it against their overdue invoice. With the action granted, Memtro records the invoice's whole remaining amount into the named bank account and Dolibarr classifies the invoice paid. Nobody is emailed.
Teams
Where it fits
The teams that lean on Dolibarr most, a question each of them asks, and what they connect beside it.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
Better together
Works with
A record in Dolibarr is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Finance and commerceDolibarr with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceDolibarr with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceDolibarr with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportDolibarr with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportDolibarr with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportDolibarr with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatDolibarr with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatDolibarr with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatDolibarr with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales- Salesloft
Dialpad
folk
Insightly- JustCall
Nutshell
Vitally- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak
EspoCRM
Planhat
Bloomerang
Givebutter- Common Room
- Neon CRM
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
Keap
Setup
How to connect
Connect withHost and API key
- 1
An administrator enables the API REST module once in Home → Setup → Modules. Each business module must be enabled too, and endpoints are present since Dolibarr 5.0
- 2
Open Users & Groups → (a dedicated user with only the rights Memtro should have) → generate an API key. It acts as that user with all of their permissions and no scopes
- 3
In Connections → Dolibarr in Memtro type the Host name only, public over https with a trusted certificate, plus Install path and Port if needed, and paste the API key
- 4
Ask which invoices are unpaid and overdue
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Dolibarr tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Dolibarr?+
Only when you ask, and only what it has been granted: log time spent on a project task, as the connection's own user; create a third party (customer, prospect or supplier) when none of that name exists; overwrite named fields of an existing third party; delete a third party permanently; delete a time-spent line from a task permanently; add an agenda event for a named owner; create a project; create a task in a project; overwrite a time-spent line; create a draft invoice with lines; create a draft commercial proposal with lines; create a draft customer order with lines; validate an invoice, proposal, order or project (definitive numbering); create a contact; overwrite named fields of a contact; delete a contact permanently; record a payment of an invoice's remaining amount into a named bank account; classify an invoice as paid; reopen a paid invoice as unpaid; close a proposal as signed or refused; close an order as delivered; open a ticket; add a message to a ticket; close or abandon a ticket; assign or unassign a ticket; change a project task; change a project; change or reschedule an agenda event. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Dolibarr connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Dolibarr data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Dolibarr?+
Host and API key. An administrator enables the API REST module once in Home → Setup → Modules. Each business module must be enabled too, and endpoints are present since Dolibarr 5.0.
Connect Dolibarr in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.