ceven

Moco

Syncs project hours, deal pipelines, and invoices into your reporting tools, automates time entry reminders, and converts won deals into active projects.

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Why use Ceven?

  1. AI native Moco integration

    • Describe the outcome and Ceven picks the right Moco calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Moco data, across all 218 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Moco access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Moco, when, and on whose behalf.
    • The agent pauses and asks when Moco is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Moco.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Moco action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Moco, and when to use it.

List Activities
Pull time entries filtered by date range, user, project, or billing status to audit billable hours.
Update Activity
Adjust details of a recorded time entry after confirming the activity id exists.
Create Company
Add a new company record once you have gathered the required business fields.
List Contacts
Retrieve contacts filtered by tags, search terms, or phone numbers.
List Deals
Pull an overview of leads filtered by status, tags, or associated company.
Update Deal
Modify fields of an existing deal, such as moving a lead to a won status.
Create Invoice
Generate a new invoice using gathered customer data, dates, and line items.
Create Purchase
Log an expense record including the date, items, and payment information.
List Planning Entries
Pull planned hours filtered by period, user, or project to check capacity.
Create Planning Entry
Allocate specific working hours to a project or a potential deal.
Create Project
Provision a new project with validated parameters and assigned leaders.
List Projects
Retrieve all projects filtered by company, leader, or tags.
Update Project
Modify project details like deadlines or budgets using the project id.
List Users
Pull all users to find valid leader ids for project assignment.
Get Activity
Tool to retrieve a single activity by id. use when you need to fetch details for a specific activity after confirming the activity id.
List comments
Tool to retrieve a list of comments. use after confirming the resource type and id.
Delete a company
Tool to delete a company. use when you need to remove a company from moco after confirming no active dependencies.
List Deal Categories
Tool to list deal categories with their ids and probabilities. use when you need a reference of available deal category types after authenticating.
Delete Deal
Tool to delete a deal. use when you have identified an obsolete or unwanted deal and confirmed its deletion. example: "delete the deal with id 123."
Get Deal
Tool to retrieve a single deal by id. use when you have a deal id and need detailed deal information. use after confirming the deal id.
List Invoices
Tool to retrieve a list of all invoices. use when you need an overview of invoices, optionally filtered by status, date range, or client.
Get Offer
Tool to retrieve a single offer by id. use when you have an offer id and need detailed offer information. use after confirming the offer id.
List Offers
Tool to retrieve a list of all offers. use when you need an overview of offers filtered by status, date range, or identifiers.
Get Planning Entry
Tool to retrieve a single planning entry by id. use when you need detailed information for a specific planning entry after confirming its id.
Get Project
Tool to retrieve a single project by id. use when you need detailed project information after confirming the project id.

25 actions · scroll to see them all

Frequently asked questions

Ceven uses the List Users action to identify the correct staff members before assigning them to a project. When a workflow triggers a project creation, the agent first searches for the user by name or email to retrieve their unique leader id. This ensures that projects are never created with broken links or missing leadership. Once the id is found, Ceven calls the Create Project action with the validated leader id and company id. You can customize this logic to assign leaders based on current workload or specific skill tags stored in your external CRM, allowing for a fully automated resource allocation process that keeps your team balanced.
Yes. Ceven can be configured to run a weekly or monthly audit of all unbilled activities. The agent uses List Activities to find every entry marked as billable that has not yet been linked to an invoice. It then aggregates these hours by project and customer. After calculating the totals, the agent calls Create Invoice to generate the draft in Moco. You can set up a notification in Slack or email to review these drafts before they are sent to the client, ensuring that you have a human in the loop for final quality control while removing the tedious work of summing hours.
This is a multi step workflow. First, Ceven monitors your Moco deals for a status change to won. Once detected, the agent pulls the deal details, including the company name and estimated scope. It then creates a new project using the Create Project action, mapping the deal metadata to the project fields. Finally, it can create initial planning entries to block out the estimated hours on the team calendar. This eliminates the gap between the sales handoff and project kickoff, ensuring the delivery team has everything they need to start work immediately without waiting for manual setup.
Yes, Moco enforces specific rate limits on their API to ensure platform stability. If a workflow attempts to sync thousands of activities or projects in a very short window, you may encounter 429 too many requests errors. Ceven handles this by implementing an automatic retry logic with exponential backoff, meaning the agent will pause and try again until the request succeeds. However, for extremely large data migrations, we recommend scheduling these tasks during off peak hours. Additionally, some advanced reporting endpoints may be gated behind specific Moco subscription tiers, so ensure your plan supports the data you want to pull.
Ceven achieves this by comparing two different data sources within Moco. The agent pulls the original budget or planned hours using List Planning Entries and then compares that figure against the actual hours logged via List Activities. If the actual hours exceed a certain percentage of the planned hours, the agent can trigger an alert. This alert can be sent to the project leader or the account manager via your preferred communication tool. By running this check daily, you can catch scope creep the moment it happens rather than discovering the loss after the project is already finished.
Yes, Ceven can manage expenses through the Create Purchase action. You can set up a workflow where an employee submits an expense via a simple form or a chat bot. The agent then parses the date, amount, and category, and pushes that data directly into Moco as a purchase record. This ensures that all project costs, including third party software or travel, are captured in the same place as the labor hours. This gives you a complete view of project profitability by subtracting both labor and material costs from the total project revenue in your financial reports.
Ceven acts as the bridge between Moco and your CRM. Whenever a new contact is created in your CRM, the agent can automatically call the Create Company and then the List Contacts actions to ensure the records are mirrored in Moco. Conversely, if a contact is updated in Moco, Ceven can push those changes back to your CRM. This prevents the common problem where the sales team has one phone number and the project team has another. The agent uses search actions to deduplicate records by email address before creating any new entries to keep your database clean.
Ceven can help maintain data integrity by flagging unusual time entries. For example, you can set up a workflow that looks for activities exceeding twelve hours in a single day. When the agent finds such an entry, it can message the user to verify the time. If the user provides a correction, the agent uses the Update Activity action to modify the hours or the description in Moco. This ensures that your billable data is accurate and that employees are not accidentally overcharging clients or forgetting to log their time correctly across different projects.

Alternatives to Moco

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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