Manager.io — Developer Toolkit

📖 How to Use — Developer Toolkit

This toolkit lets you explore any Manager.io API endpoint, inspect its data schema, then generate a complete AI prompt you paste into Claude, ChatGPT, or Gemini to receive a fully working extension — no coding required for basic use.

⚠ Developer tool: This toolkit is designed for developers or technically minded users. Laypeople may find it difficult to get usable results without some understanding of APIs and JSON. Paid AI plans consistently produce better results — see the disclaimer at the bottom of this guide.

Follow the steps below, top to bottom.

Load an Endpoint

Click any quick-access button in the bar below the input (Lists, Summaries, Reports), or type an endpoint name manually — e.g. batch-sales-invoice — and press Enter.

Use ▶ Load for a quick preview (first page only), or ⬇ Load All to fetch every record across all pages. Always use Load All before building a prompt.

⚠ Manager.io returns max 50 records per API call. Load All follows every page automatically so you never miss fields that only appear later in the dataset.

batch-customer batch-sales-invoice batch-inventory-item aged-receivables profit-and-loss-statement balance-sheet

Select Fields in the Sidebar

The left sidebar fills with every field found in the response — each shown with its path, data type badge, and a sample value.

Tick the fields you want to include in your extension. Use the toolbar shortcuts:

✓ All — select everything Values only — skip parent objects Hide obsolete — clean up old fields

💡 Click any field name to instantly copy its path to your clipboard.

Open the AI Context Buffer & Builder

Click the floating ⎘ AI Context Buffer button in the bottom-right corner.

• Context Buffer tab — save the current response so you can load a second endpoint and combine both in one prompt.
• AI Syntax Builder tab — this is where you build the prompt. Switch to it.

Fill in the AI Syntax Builder (5 sub-steps)

① What to build — pick a template preset or describe your goal in plain English.

📊 Dashboard 📋 Data Table 🔢 KPI Cards 📈 Chart 🔍 Search / Filter ⬇️ CSV Export ✏️ Form

② Endpoints — your loaded endpoint is included automatically. Load extras & add to Context if needed.

Load Full Dataset — use the sub-section inside ② to fetch all records so the schema is complete.

③ Fields — reflects your sidebar selections. Go back and adjust anytime.

④ Style — choose Dark, Light, or Minimal for the generated extension.

⑤ Options — keep "Include full schema" and "Generate HTML skeleton" checked for best results.

Generate → Copy → Paste into AI → Install

Click ⚡ Generate Complete Extension Prompt.

The text box fills with a complete, structured prompt containing your schema, sample values, boilerplate, and exact instructions for the AI.

Click ⎘ Copy, then paste into Claude, ChatGPT, or Gemini.

The AI returns a complete .html file. Save it and upload it as a new Manager.io extension via Settings → Extensions → Add Custom Extension.

✅ A good prompt is typically 3,000–8,000 characters. The label above the output box shows the exact count.

Deploy on GitHub Pages (free hosting)

Once the AI gives you the .html file, you can host it for free on GitHub Pages so your extension is always reachable from a public URL — which Manager.io can load directly.

Step-by-step:

① Create a GitHub account at github.com if you don't have one.

② Create a new repository — click the + icon → New repository. Name it anything (e.g. my-manager-extension). Set it to Public. Click Create repository.

③ Upload your file — on the repo page click Add file → Upload files. Drag your .html file in. Important: rename it index.html before uploading. Click Commit changes.

④ Enable GitHub Pages — go to Settings → Pages. Under Source choose Deploy from a branch, select main branch and / (root) folder. Click Save.

⑤ Get your URL — GitHub will show a URL like https://yourusername.github.io/my-manager-extension/. It can take 1–2 minutes to go live.

⑥ Install in Manager.io — go to Settings → Extensions → Add Custom Extension and paste that URL. Done.

💡 To update the extension later, just upload a new index.html to the same repo. GitHub Pages refreshes automatically within a minute or two. You can also use Netlify or Vercel — just drag-and-drop the HTML file on their dashboard for an instant URL.

github.com — free netlify.com — drag & drop vercel.com — instant deploy

⚠ Important Disclaimer — Please Read

🛠 This is a developer-focused tool. Manager.io Developer Toolkit is designed for developers and technically minded users who understand APIs, JSON data, and basic web concepts. If you are not familiar with these, the results may be difficult to interpret or use.

🤖 AI can and does make mistakes. The AI prompt generated by this tool is a best-effort starting point — it is not a guarantee. AI models (Claude, ChatGPT, Gemini, and others) may produce code that contains bugs, misinterprets field names, ignores edge cases, or simply does not work on the first attempt. Always review and test the generated extension before relying on it for real business data.

📉 Output quality varies by AI model. Free tiers of AI tools have limited context windows and reasoning ability. Paid / Pro versions — such as Claude Pro, ChatGPT Plus, or Gemini Advanced — consistently produce better, more complete, and less error-prone code for complex extensions. If a free model gives poor results, upgrading is often the fastest fix.

🔁 Iteration is normal. Even with a perfect prompt, complex extensions often need 2–3 rounds of refinement. Paste the AI's output back with a follow-up like "The totals row is missing, please fix it" to iterate. This is expected behaviour, not a failure.

This tool is provided as-is. Use the generated code at your own discretion. Always keep a backup of your Manager.io data before installing any custom extension.