Find a Customer Record
Search by customer details and read the chosen record.
/oo Helcim: Find Helcim customers matching [name, email, phone, or customer code]. Read customer [customer ID] and summarize available contact and address details.
Find a customer by name or code and apply the contact or address information you provide.
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
Search by customer details and read the chosen record.
/oo Helcim: Find Helcim customers matching [name, email, phone, or customer code]. Read customer [customer ID] and summarize available contact and address details.
Save a customer with the supplied business or contact identity.
/oo Helcim: Create a Helcim customer with contact name [name], business name [business], and cell phone [phone]. Use these billing address details if provided [address details].
Set up oo CLI and the oo Skill in your agent.
Install OOMOL →Connect a Helcim API Token.
Connect Helcim →Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →Choose Your Agent
This Helcim connection reads, creates, and updates customer records, including contact names and billing or shipping addresses.
Search or read customers and create or revise their contact and address information.
List or search Helcim customers with page-based pagination.
helcim.list_customers Retrieve one Helcim customer by ID.
helcim.get_customer Create a Helcim customer using a contact name, business name, or both.
helcim.create_customer Update an existing Helcim customer.
helcim.update_customer No matching tools.
Use a partial name, code, city, phone, or email search, or supply an exact customer code. Read the selected customer by ID.
No. Omit it to let Helcim generate one, or supply a unique code if you need a particular identifier.
Customer listing can include stored card metadata. This connection does not charge a card or expose a payment-processing action.
Manage which optional storage OOMOL can use. You can change these choices from the footer at any time.