# Find or Create an Order — Workbooks CRM

> Returns and order if exists otherwise creates a new one.

- Key: `workbooks_crm-find-or-create-order`
- Type: Action (Write)
- Version: 0.0.2
- App: Workbooks CRM (`workbooks_crm`) — https://pipedream.com/apps/workbooks-crm.md
- This page (HTML): https://pipedream.com/apps/workbooks-crm/actions/find-or-create-order
- Hints: open-world
- Source: https://github.com/PipedreamHQ/pipedream/blob/master/components/workbooks_crm/actions/find-or-create-order/find-or-create-order.mjs

## Props

| Prop | Type | Required | Description |
|---|---|---|---|
| `description` | `string` | Yes | The description of this Customer Order. |
| `assignedTo` | `string` | Yes | A queue that this Customer Order could be assigned to. Options are loaded from the connected account. |
| `documentCurrency` | `string` | Yes | The currency of this Transaction in ISO 4217 format. E.g. USD. |
| `documentDate` | `string` | Yes | The official date for this Customer Order. |
| `status` | `string` | Yes | The status of this Transaction. |
| `taxPointDate` | `string` | Yes | The date that sales tax will be calculated for this Transaction. |

## Run it

**MCP**

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "workbooks_crm",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
  name: "workbooks_crm-find-or-create-order",
  arguments: {
    description: "Customer Order Name",
    assignedTo: "Assigned To",
  },
})
```

**TypeScript**

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "workbooks_crm-find-or-create-order",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    workbooks_crm: { authProvisionId: "apn_xxxxxxx" },
    description: "Customer Order Name",
    assignedTo: "Assigned To",
  },
})

console.log(result)
```

**cURL**

```bash
curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
  -H "Content-Type: application/json" \
  -H "X-PD-Environment: production" \
  -H "Authorization: Bearer {access_token}" \
  -d '{
    "external_user_id": "{external_user_id}",
    "id": "workbooks_crm-find-or-create-order",
    "configured_props": {
      "workbooks_crm": { "authProvisionId": "apn_xxxxxxx" },
      "description": "Customer Order Name",
      "assignedTo": "Assigned To"
    }
  }'
```

---

- App: https://pipedream.com/apps/workbooks-crm.md · All apps: https://pipedream.com/apps
