MOCO

• “Which invoices are overdue, and for which customers?”
• “How many billable hours not yet invoiced does the Brand Identity project have?”
• “Who is on holiday next week?”
• “Which sales opportunities are open right now, and how much are they worth?”
• “Record two hours of concept work for yesterday on the Brand Identity project.”

MOCO is split into five areas that you can enable one by one: account, projects, CRM, invoices and team availability.

1. 01For reading, a read-only account key is enough: in MOCO open the settings, then Extensions, then API & Webhooks, and create a key with Read only there. You need admin rights for that.
2. 02If time should be recorded too, take your personal key from your profile under Integrations instead. It acts as you, and the time is booked to you.
3. 03Copy the key.

1. 01In anymize open Apps, then Connectors, and choose MOCO.
2. 02Enter the address of your account, for example https://your-company.mocoapp.com, and paste the API key.
3. 03Decide which of the five areas the assistant may use.

On the normal plans MOCO allows 120 requests in two minutes. That is why anymize leaves one second between two calls. For large analyses an answer therefore takes a little longer.

• Account: who the key belongs to, and the staff with email, unit and role.
• Projects: projects with customer, lead, budget, hourly rate and dates, a single project with its tasks, plus the logged hours with description and whether they are billable or already invoiced.
• CRM: companies, meaning customers, suppliers and organisations, with contact details and address, plus contact people and sales opportunities with status and value.
• Invoices: offers and invoices with status, date, due date and net and gross totals.
• Team availability: absences such as holidays, sickness and public holidays, plus recorded working times including home office.

• A time entry for the person the key belongs to: date, duration, description and whether it is billable, plus a project and one task of that project. The assistant looks both up in MOCO first instead of guessing them.

How it works: anymize proposes the entry, and the chat shows it to you as a card with every field in plain text. You check it, edit it if needed and click. Only then is anything written. This holds in every mode, Full access included, just as you send an email from Gmail once by hand.

anymize does not create offers, invoices or contacts and does not change or delete anything that exists.

anymize does not read an invoice's download link either. MOCO hands out a short-lived link for it that has no business in a chat. Amount, status and due date answer most questions.

MOCO comes from Zurich. Your account sits with the vendor under its own address, and anymize talks only to the address you entered. The key is stored encrypted in your workspace.

Contacts, contact people and time entries are personal data. Names, email addresses, phone numbers, postal addresses and company names are replaced by placeholders before an AI model gets to see them.