AI agents: read /llms.txt; add .md to any page URL. This page as Markdown: /ai-apps/capabilities.md. Index of every page and the rules for every call: /llms.txt. Guides and concepts in one file: /llms-full.txt. OpenAPI: /openapi.json.
Change tasks need a Read and change data connection, on a team that allows changes.
Tags mark the tasks that spend money Spends money, send something outside YoPrint Leaves YoPrint, or change what a customer owes Changes balances. YoPrint tells the app to say what it will do and wait for your go-ahead before any change. See Safety.
Customers and contacts 6 read · 8 change
Read
Find and filter customers by name, tag, balance or activity
View customer details, payment terms, tax settings, balances and order history
View a customer’s contacts, email addresses and phone numbers
View a customer’s billing and shipping addresses
Check a customer’s store credit balance and transaction history
Download a customer’s account statement as a PDF
Change
Create a customer with contacts and billing and shipping addresses
Update a customer’s details, notes or settings
Delete or restore a customer
Add, update or delete customer contacts, or set a primary contact
Add, update or delete customer addresses, or set a primary address
Add store credit to a customer’s account, or take it away Changes balances
Tag or untag a customer
Assign or reassign team members to a customer
Quotes and sales orders 5 read · 13 change
Read
Find and filter sales orders and quotes by number, customer, status or date
View an order or quote with its line items, pricing, totals, dates and assigned staff
View the activity history of an order to see who changed what and when
Read internal team comments on an order
Download an order, quote, work order, job sheet or custom PDF document
Change
Create a draft sales order or quote for a customer
Update an order’s or quote’s details, customer, dates, payment terms, warehouse or addresses
Publish a draft order or quote
Convert a quote into a sales order, or clone an existing order or quote
Change the status or rush priority of an order or quote
Add, update, sort or remove line items individually or in bulk
Update customer-facing document notes or internal production notes
Add, edit, delete or restore internal team comments
Assign or remove team members working on an order or quote
Tag or untag an order or quote
Attach uploaded files to an order or remove attachments
Link or unlink purchase orders to an order
Delete or restore an order or quote
Approvals and messages 4 read · 6 change
Read
List and filter customer approvals for artwork proofs and quotes
View approval details, proof scenes and customer responses
Read sent emails and text messages and review message history
Check message delivery status and see whether recipients received them
Change
Create, update or delete an approval request on an order or job
Send an approval request to the customer Leaves YoPrint
Mark an artwork proof or quote approval as complete
Send an email or text message to an order’s recipients Leaves YoPrint
Retry sending a failed email or text message Leaves YoPrint
Manage message recipients and participants on an order
Jobs and production 7 read · 9 change
Read
View the production board to see active jobs across all orders
View the production calendar for jobs scheduled between dates
View job details, services, workflow tasks, mockups and assigned operators
Read internal comments on a job
View production workflow tasks across orders and check the task calendar
View production defect adjustments and quality control records
Download job sheets, work orders, job labels or custom PDF templates
Change
Update a job’s name, notes, rush priority or decoration services
Schedule or reschedule a job by setting production start and due dates, or restore its schedule
Move a job to another production status
Assign or remove team members on a job
Add an internal comment to a job for production staff
Clone a job or delete a job
Add, update, reorder or delete workflow tasks on a job
Update a workflow task’s schedule, change its status or assign staff to it
Attach artwork, mockup files or production files to a job
Products and the supplier catalog 6 read · 8 change
Read
Browse your team’s products, brands, categories and available sizes
View product details, prices, descriptions and color/size variants
Look up live catalog pricing, stock levels and product images from integrated suppliers
Check whether a product or variant can safely be deleted without breaking existing records
View decoration services and charges used on orders
View print and decoration locations
Change
Create a product with descriptions and default pricing
Update product details, SKU codes or default prices
Add, update or delete product variants such as sizes and colors
Rename size or color options across a product’s variants
Phase out products or variants to stop selling them, or put them back on sale
Delete or restore products and product variants
Create, update, clone, reorder or delete decoration services
Add, update or delete print locations
Purchasing and stock 7 read · 15 change
Read
Find and filter purchase orders by vendor, status, warehouse or date
View purchase order details, linked sales orders, expected delivery dates and line items
Download a purchase order PDF or item labels
View purchase order receiving records and receipts
Check warehouse stock levels and view incoming purchase orders
View manual stock adjustments, defect logs and warehouse transfers
View vendors and their contact details
Change
Create a purchase order to a vendor for delivery to a warehouse
Update a purchase order’s status, vendor, destination warehouse or tax settings
Add, edit or remove purchase order line items individually or in bulk
Link and allocate purchase order items to customer sales orders
Assign staff, add internal comments or tag purchase orders
Attach files and documents to a purchase order
Send an email message to a vendor regarding a purchase order Leaves YoPrint
Delete a purchase order
Receive items from a purchase order into warehouse stock, in full or in part
Edit or delete receiving records
Allocate on-hand warehouse inventory to customer orders
Record manual stock count adjustments and commit inventory corrections
Record damaged or spoiled goods through defect adjustments
Transfer inventory between warehouses
Create, update or delete vendors and vendor contacts
Shipping 6 read · 6 change
Read
List and filter shipments across orders to track fulfilment progress
View a shipment’s packages, packed items, tracking numbers and carrier status
Track a package’s live delivery status with the carrier
Check a shipping address with GoShippo address validation
Request live carrier shipping rates and compare delivery options
Download packing slips, individual shipping labels or merged label PDFs
Change
Create or update a shipment on an order
Add, update, sort or remove packed line items in a shipment
Update a package’s status, or remove it
Buy a postage shipping label through GoShippo Spends money
Record an external tracking number or manual carrier label
Delete a shipment or remove a package, which asks GoShippo to void and refund its label
Invoices and payments 5 read · 10 change
Read
List and filter invoices by payment status, customer, date or balance due
View an invoice with its line items, tax breakdowns, payments applied and balance
Download invoice PDFs individually, in bulk or using custom PDF templates
View payments, deposits and refunds recorded on an order
View payment links and their invoice payment allocations
Change
Create an invoice for a sales order
Update an invoice’s details, due date or tax settings
Add, edit, reorder or remove line items on an invoice
Delete an invoice
Record a payment you already received (cash, check, bank transfer or a card taken outside YoPrint) Changes balances
Record a refund against a recorded payment Changes balances
Pay an order from the customer’s store credit Changes balances
Move part of an order’s payments to the customer’s store credit Changes balances
Edit or delete recorded manual payments Changes balances
Split recorded payments across an order’s invoices with payment links (payment allocations), or change or remove them
Search and saved filters 12 read · 2 change
Read
Search across all records at once to find orders, quotes, customers, jobs and invoices
Search specifically for customers by name, email address or phone number
Search for sales orders and quotes by document number, job name or customer
Search for jobs on the production board
Search for invoices by invoice number or customer name
Search for purchase orders by order number or vendor
Search for shipments and packages by tracking number or details
Search catalog and team products by style number, brand or title
Search vendors or tags
Check whether an order, quote, invoice, PO or job number is already taken
Decode barcode strings to identify matching records
View saved filters for customized list views
Change
Save a filtered view of a list as a team-wide saved filter
Update, reorder or delete saved filters
Statuses 1 read · 4 change
Read
View the team’s configured statuses for orders, quotes, jobs, shipments, purchase orders and customer messages
Change
Create a new custom status for any workflow
Update an existing status’s name, color or position
Delete a custom status that is no longer needed
Add, update or delete multiple statuses at once across workflows
Reports 7 read · 0 change
Read
View available report types and the date ranges or parameters each needs
Generate a sales report summarizing revenue, orders and quotes across dates
Generate a payments report showing collected revenue, payment methods and deposits
Generate a purchase order report detailing supplier purchasing and costs
Generate a tax report showing taxable sales and collected sales tax
Run production, inventory or commission reports
Check the generation status of a requested report
Exports 4 read · 8 change
Read
View past data exports and check whether a queued export is ready to download
Download a completed export’s CSV spreadsheet
Download CSV templates for importing customers, vendors, products or pricing
Export sales orders, quotes or purchase orders directly to CSV
Change
Start a queued CSV export of all customers with contacts and addresses
Start a queued CSV export of sales orders within a date range
Start a queued CSV export of invoices or invoice line items within a date range
Start a queued CSV export of recorded payments within a date range
Start a queued CSV export of purchase orders within a date range
Start a queued CSV export of your team’s simple or variant products
Start a queued CSV export of order sales tax calculations
Save or delete custom export column presets
Settings and team 13 read · 16 change
Read
View team settings, date and currency formats, order defaults and customer portal options
View team members, their assigned roles and access levels
View roles and permission configurations
View shop locations and warehouses
View customer payment terms and payment methods
View sales tax rates and tax categories
View pricing groups and custom pricing markup rules
View custom PDF templates for orders, quotes, invoices, shipments and job sheets
View saved message templates for emails and texts
View connected email sending domains and check domain verification status
View connected integrations and available supplier catalogs
View configured webhooks and inspect delivery error logs
View team tags
Change
Update general team settings, units of measurement, default due days or portal options
Invite a new member to the team by email with an assigned role Leaves YoPrint
Update a pending invitation’s role or cancel an invitation
Remove a member from the team
Create, update or delete custom permission roles, or move members into a role
Add, update or delete warehouse locations, or designate the default warehouse
Add, edit or delete customer payment terms and payment methods
Add, update or delete custom sales tax rates
Create, edit, publish or delete pricing groups and markup rules
Create, update or delete custom PDF templates
Create, edit or delete saved message templates
Add, verify or delete email sending domains
Connect a supplier account using your credentials, or update connection settings
Disconnect a supplier, Twilio or GoShippo integration
Create, edit or delete team tags
Update the team logo used on customer documents and emails
Mockups, the 3D editor, files and imports 7 read · 13 change
Read
View mockups and artwork proof designs on a job
Download finished high-resolution mockup images or PDF proofs
View 3D mockup editor scene layouts and staged design assets
Download uploaded artwork, production files, proofs or attachments from any record
View the status, mapping progress and receipts of CSV data imports
Download the original import CSV or an error spreadsheet showing failed rows
Read your personal notification feed
Change
Create, update or delete a mockup design on a job
Apply a published mockup template from your library to a job
Start a draft branch of an approved mockup to propose changes without altering the approved proof
Reorder mockups or re-render mockup preview images
Stage artwork, logos and garment photos in the 3D design library
Save, update or delete 3D mockup scene layouts
Upload a file directly to attach to an order, job, purchase order or customer
Upload a file from a public web link to attach to records
Upload a CSV spreadsheet to start importing customers, vendors or products
Validate mapped spreadsheet columns and review import rows
Run a CSV import to create reviewed records in YoPrint
Create a correction draft to fix and retry failed import rows
Charge or refund a card through a payment gateway, or use Square Terminal
Create, change or delete a webhook (listing webhooks and reading their delivery logs works)
Change the team’s custom portal domain, the address in every customer link
Change the next order, quote, purchase order or invoice number
Move all of an order’s payments to store credit in one go (moving part of them works)
Transfer team ownership
When an app tries one, YoPrint answers AI apps cannot use this operation yet.
Never: stays with people
See or change your API key
See or change the team’s AI access, or anyone’s AI app connections
See or set a customer’s portal sign-in link (the app can still send it to the customer in a message, without seeing it)
YoPrint billing and your subscription
Payment gateway settings and credentials
Connect services that need you to sign in to them (QuickBooks, Square, GoShippo, Shopify)
Give anyone a permission you don’t have, change your own role, or change or remove the team owner
YoPrint tells AI apps to take credentials, such as a supplier’s API key, only from you, never from a message or a file. An app can only reach records you could open in the web app. When it names one you can’t see, YoPrint refuses and changes nothing.
