claudetools/.claude/commands/syncro.md

/syncro — Syncro PSA ticket management

Create, update, close, comment on, and bill tickets in Syncro PSA.

Usage

/syncro                                  Show open tickets summary
/syncro ticket <number>                  View ticket details + comments
/syncro create <customer> <subject>      Create new ticket
/syncro update <number> <status>         Update ticket status
/syncro close <number>                   Close/resolve a ticket
/syncro comment <number> <text>          Add a comment to a ticket
/syncro bill <number>                    Create invoice from ticket time entries
/syncro search <query>                   Search tickets by subject/customer
/syncro customers <query>                Search customers

API Configuration

Base URL: https://computerguru.syncromsp.com/api/v1 API Key: SOPS vault msp-tools/syncro.sops.yaml → credentials.credential Rate limit: 180 requests/minute per IP Docs: https://api-docs.syncromsp.com/

Implementation

When invoked, use the Syncro REST API via curl. All requests include ?api_key=<key> as query parameter (NOT in header — Syncro uses query param auth).

Get API key

API_KEY=$(bash D:/vault/scripts/vault.sh get-field msp-tools/syncro.sops.yaml credentials.credential)
BASE="https://computerguru.syncromsp.com/api/v1"

If vault.sh get-field fails (yq not installed), fall back to:

API_KEY=$(sops -d D:/vault/msp-tools/syncro.sops.yaml | python -c "import sys,yaml; print(yaml.safe_load(sys.stdin)['credentials']['credential'])")

Endpoints reference

Tickets

Operation	Method	Endpoint	Body
List tickets	GET	/tickets?status=<status>&per_page=25	—
Get ticket	GET	/tickets/<id>	—
Create ticket	POST	/tickets	{"customer_id": N, "subject": "...", "problem_type": "...", "status": "New"}
Update ticket	PUT	/tickets/<id>	{"status": "In Progress", "priority": "..."}
Delete ticket	DELETE	/tickets/<id>	—

Ticket statuses: New, In Progress, Waiting on Customer, Waiting on Vendor, Scheduled, Resolved, Invoiced, Closed

Ticket fields (create/update):

• customer_id (required for create)
• subject (required for create)
• problem_type (string, free-form)
• status (string, one of the statuses above)
• priority (string)
• due_date (ISO date)
• user_id (assign to tech)
• contact_id (customer contact)
• ticket_type_id (ticket category)

Comments

Operation	Method	Endpoint	Body
Add comment	POST	/tickets/<id>/comment	{"subject": "Update", "body": "...", "hidden": false, "do_not_email": false}

Comment fields:

• subject — comment header (e.g., "Update", "Resolution", "Internal Note")
• body — comment text (HTML supported)
• hidden — if true, internal-only (customer can't see)
• do_not_email — if true, don't email customer about this comment

Customers

Operation	Method	Endpoint
List/search	GET	/customers?query=<search>&per_page=25
Get customer	GET	/customers/<id>
Create customer	POST	/customers

Invoices

Operation	Method	Endpoint	Body
List invoices	GET	/invoices?per_page=25
Get invoice	GET	/invoices/<id>
Create from ticket	POST	/invoices	{"ticket_id": N, "customer_id": N}

Line Items

Operation	Method	Endpoint	Body
Add line item	POST	/line_items	{"invoice_id": N, "item": "...", "quantity": 1, "price": 125.00}

Ticket Timers

Operation	Method	Endpoint
List	GET	/ticket_timers?ticket_id=<id>
Create	POST	/ticket_timers

Display formatting

When showing ticket lists, format as:

#32164  New        Jerry Burger           Own cloud thing again
#32163  New        LeeAnn Parkinson       Remote - Jim cant access his email
#32162  Invoiced   Len's Auto Brokerage   Server upgrade

When showing ticket detail, include:

• Ticket number, subject, status, priority
• Customer name + contact
• Created date, due date, last updated
• Assigned tech
• Comments (most recent first, truncated to last 5)
• Time entries if any
• Billing status

Billing workflow

When /syncro bill <number> is called:

1. Get ticket details + time entries
2. Show summary: total billable time, line items that would be created
3. Ask for confirmation: "Create invoice for $X? [yes/no]"
4. On yes: POST /invoices with ticket_id, then add line items
5. Update ticket status to "Invoiced"

Error handling

• 401: API key invalid or expired
• 404: ticket/customer/invoice not found
• 422: validation error (show the error message from response body)
• 429: rate limited (wait 60s and retry)

Integration with session logs

When closing a ticket (/syncro close), offer to create a session log entry in clients/<customer>/session-logs/ documenting what was resolved. Pull the ticket subject, comments, and resolution into a structured log.