Tumra Assistant skills
What you can ask.
Tumra Assistant has 26 skills: 21 that read your business numbers, 4 that prepare drafts, and 1 that explains how Tumra works. They are the same whichever way you use it: Tumra's built-in assistant, your own API key, or Claude and ChatGPT over MCP.
Example questions: “Which orders need delivering or billing?”, “What is ready to invoice?”, “What is this month's net profit?”, “Which stock is running low?”, “Which clients owe the most?”, “Which projects need my attention?”, “What are accounts payable?”
Three ways to use it
Same skills, you choose the route.
| Feature | Built into Tumra | Your own API key | Claude / ChatGPT (MCP) |
|---|---|---|---|
| Where | The assistant panel inside Tumra | The assistant panel inside Tumra | Your AI app, such as Claude or ChatGPT |
| Who turns it on | An Owner or Admin in Settings → Tumra Assistant (AI) | An Owner or Admin, with an API key from Google Gemini, OpenAI, DeepSeek, Groq, OpenRouter, or an OpenAI-compatible service | Each person connects their own account from My Profile |
| Cost | Uses your plan's AI credits | Billed directly by your AI provider; no Tumra credits used | Uses no Tumra credits |
| Plans | Agency, Retail, Bisnis (300 credits/month), Pro versions (1,000) | All paid plans | All paid plans |
| Read skills | All 22 | All 22 | All 22; money figures only if "Read financial data" is ticked when connecting |
| Drafts | A draft card, saved with the Save button | A draft card, saved with the Save button | With "Create data": saved after you approve that draft. Without it: you get a link to save it in Tumra |
| Knows the page you have open | Included | Included | Not included |
| Cards and buttons in answers (project card, unbilled hours table, Bill button) | Included | Included | No; the answer is text from your AI app |
The Free plan has neither the assistant nor MCP. During the trial, built-in credits are capped at 50 a month.
Catalogue
26 skills, grouped by the work.
The example questions below are the ready-made questions that appear in the assistant panel. You can also ask in your own words.
Finance and receivables
Profit and loss
Revenue, expenses, and net profit for a period, from posted journals
getFinancialSummary“What is this month's net profit?”
Projection and averages
Average monthly revenue, spending, and profit, a full-year projection, year-to-date totals, and a comparison with last year, matching the analytics cards on the Dashboard
getFinancialProjection“What is this year's projected revenue?”
Receivables ageing
Unpaid balances grouped by how long they are overdue, broken down by client
getReceivablesAging“Which clients owe the most?”
Unpaid invoices
Invoices not yet paid, the balance left, and their due dates
getUnpaidInvoices“Which invoices are overdue?”
Payments by client
Money actually received from each client in a period, how many times they paid, when they last paid, and their share of all income. Matches the Payments by client card on the Dashboard
getClientPayments“How much has PT Orion Studio paid this year, and what share of all income is that?”
Expense search
Expenses found by item name, category, or number
searchExpenses“When did we last buy printer ink, and how much was it?”
Projects, hours, and billing
All projects at a glance
Active and finished projects, overdue tasks, upcoming deadlines, and estimated, logged, and billable hours per project. No money figures
getProjectsOverview“Summarise where the running projects stand”
One project's status
Tasks by status, deadlines, hours against the estimate; found by project or client name
getProjectStatus“How is the Redesain Website project going?”
What needs attention
Projects past their deadline, overdue tasks, deadlines this week, hours near the estimate, and quiet projects, most critical first. Overdue invoices also show for people with finance access
getServiceAttentionItems“Which projects need my attention?”
Hours
Hours logged in a period: billable and non-billable, by client, project, and team member. Staff only see their own hours
getMyTimeSummary“How many hours were logged this month?”
Ready to bill
Billable hours not yet on any invoice, by client and project, with an estimated value from the hourly rate
getBillingReadiness“What is ready to invoice?”
Client list
Active clients and how many projects each has
getClientsSummary“Which clients are active?”
There are 6 hours ready to bill to PT Orion Studio, all on the Redesain Website project, worth Rp 1,500,000.
In the Tumra panel, an "Unbilled hours" table appears below it, with a Bill button that opens the invoice form.
Shop and stock
Shop overview
Net sales, gross profit and margin, transaction count, inventory value, low stock, unreceived POs, and receivables, compared with the previous period
getRetailOverview“How is the shop doing this month?”
Sales
Gross sales, discounts, net sales, tax, credit notes, transaction count and average, by channel (counter, direct, wholesale), customer, location, or payment method
getSalesPerformance“This week's sales by payment method?”
Product performance
Sold, returned, revenue, cost of goods, gross profit, and margin per product; sorted by quantity, revenue, profit, or margin
getProductPerformance“Which products sold best this month?”
Stock health
Low, out-of-stock, negative, expired, and soon-to-expire (60 days) items, plus stock counts still in progress, by location. No money values
getInventoryHealth“Which stock is running low?”
One item's stock
Total stock, reorder point, stock per location, and batches with their expiry dates. Found by name, SKU, or barcode
getInventoryItemStatus“How much white bread is left at the front shop?”
What needs attention today
Negative, expired, and low stock, open stock counts; for people with finance access also overdue receivables, late POs, cash differences, and rising purchase prices
getRetailAttentionItems“What should I look at today?”
Two items are below their reorder point: Roti tawar has 4 left (reorder point 10) and Kopi susu has 6 left (reorder point 12).
Purchasing and wholesale
Purchasing
Value ordered, received, and paid; open, partly received, and late POs; purchase payables; by supplier
getPurchasingOverview“Which purchase orders are late?”
Supplier price changes
Purchase price per base unit on the latest receipt compared with the one before from the same supplier, so buying by the carton and by the piece compare correctly
getSupplierPriceChanges“Which supplier prices went up this month?”
Wholesale
Open and late sales orders, delivered but not invoiced, invoiced but not paid, and quote conversion
getWholesaleOverview“Which orders need delivering or billing?”
Help and terms
Tumra and accounting explained
Answers from Tumra Help Center articles, with the links, then your own numbers where relevant
searchProductKnowledge“What are accounts payable?”
Drafts, saved only once you approve
Draft task
A new task in a project you can open, with a due date and priority
draftTask“Create a task to send Dimas the invoice tomorrow on the Redesain Website project”
Draft project
A new project for an existing client
draftProject“Create a new project for PT Orion Studio: homepage fixes”
Draft time log
A time log for work already done, from the task name, start time, and duration
draftTimeLog“Log 2 hours this morning from 9 on the homepage design task”
Draft client
A new client from its name; refused if that name already exists
draftClient“Create a new client called CV Maju Bersama”
- In the Tumra panel. Each draft appears as a card with Save and Edit buttons. Edit opens the usual form, already filled in. Unsaved drafts expire after an hour. Up to 20 drafts can be saved per hour per person.
- Over MCP. Your AI app can only save a draft if "Create data" is ticked, one draft per save, and only after you approve that draft. The draft cannot be changed while saving. Without that permission, you get a link to open the draft and save it in Tumra.
Limits we set on purpose.
It does not change or delete anything.
The assistant does not create invoices, payments, expenses, POs, or counter sales. For those, it explains the steps in the app, or the Bill button opens the invoice form.
It sees no more than you do.
The assistant uses your own access rights. Staff only read the clients and projects shared with them. Extra instructions from the Owner do not open new access.
It does not read:
CRM contact history and follow-ups, individual journal entries, bank reconciliation, tax reports, fixed assets, or the contents of documents and attachments.
It does not take files, images, or voice.
Text only.
Tumra panel only
The assistant knows what you have open.
On a project, client, invoice, sales order, or stock item page, the assistant reads that page first and offers questions that fit. You can remove the "Viewing: …" pill to ask about something else.
- Project
- How many hours on Redesain Website are not billed yet?
- Is Redesain Website still within budget?
- Which tasks in Redesain Website are overdue?
- Client
- How much does PT Orion Studio owe right now?
- How much has PT Orion Studio paid this year, and what share of all income is that?
- How are PT Orion Studio's projects going?
- Invoice
- How has the client paid for invoice INV/2026/10/021?
- Sales order
- What is not yet delivered or billed on this order?
- Stock item
- What is the stock of Kopi susu now?
- How well is Kopi susu selling this month?
Common questions
Do the skills differ between built-in Tumra, your own API key, and MCP?
The list of skills is the same. What differs: who pays the AI provider, whether answers include cards and buttons (only in the Tumra panel), and the permissions you choose when connecting over MCP.
Why does the assistant say it has “no access” to money questions?
Questions marked finance access are only answered for Owners, Admins, Finance, and Project Managers given finance access. Over MCP, "Read financial data" must also be ticked when connecting. You can change that in My Profile.
Why are some skills missing on my plan?
The assistant only reads features your plan includes. Stock questions, for example, need a shop plan (Retail Starter, Retail, Bisnis), and hours questions need a plan with time tracking (Freelancer, Agency, Bisnis).
Can the assistant answer in English?
Yes. The assistant answers in the interface language you choose, Indonesian or English. Names, numbers, and figures from your data are left as they are. The Help Centre articles it draws on are still in Indonesian.
Will this list grow?
Yes. This page is updated whenever a new skill is added.
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