Time tracking, live project budgets, and billing exports for service firms.
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Approve a submitted timesheet period for a team member. The period and its time reports transition to Approved. Use confirm=true to proceed. Requires Manager or Admin/Owner role (Finance is excluded — timesheet approval is PM work, not finance).
Id of the submission period to approve (from get_pending_approvals or list_approval_history).
Set true to perform the action. Omit or false returns a preview only — nothing is written.
Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.
This tool isn't marked read-only, so it may change something on the server or in an account you connected.
Approve a submitted timesheet period for a team member. The period and its time reports transition to Approved. Use confirm=true to proceed. Requires Manager or Admin/Owner role (Finance is excluded — timesheet approval is PM work, not finance).
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| submission_period_id* | string | Id of the submission period to approve (from get_pending_approvals or list_approval_history). |
{
"type": "object",
"required": [
"submission_period_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"submission_period_id": {
"type": "string",
"description": "Id of the submission period to approve (from get_pending_approvals or list_approval_history)."
}
}
}Assign an organization member to a billing customer so they can see that customer and all its projects. Requires the org_user_id (discover it with get_project_team or get_employee_timesheet) and the customer_id. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself (Owner is not targetable by Admin).
| Argument | Type | Description |
|---|---|---|
| customer_id* | string | Id of the customer to assign the user to. |
| org_user_id* | string | Id of the OrganizationUser to assign (not the Firebase user id — use get_project_team to discover it). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"org_user_id",
"customer_id"
],
"properties": {
"customer_id": {
"type": "string",
"description": "Id of the customer to assign the user to."
},
"org_user_id": {
"type": "string",
"description": "Id of the OrganizationUser to assign (not the Firebase user id — use get_project_team to discover it)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Assign a member to a project so they can see it and log time against its tasks. Identify the member by email (preferred) or by org_user_id, and the project by project_id (discover ids with find_billing_work - never ask the user for an id). The organization is fixed by your context.
| Argument | Type | Description |
|---|---|---|
| string | Email of the member to assign (preferred). Provide this OR org_user_id. | |
| project_id* | string | Id of the project to assign the member to (required). Must be a project in your organization. |
| org_user_id | string | Organization-user id of the member to assign. Provide this OR email. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"project_id"
],
"properties": {
"email": {
"type": "string",
"description": "Email of the member to assign (preferred). Provide this OR org_user_id."
},
"project_id": {
"type": "string",
"description": "Id of the project to assign the member to (required). Must be a project in your organization."
},
"org_user_id": {
"type": "string",
"description": "Organization-user id of the member to assign. Provide this OR email."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Create multiple time entries in one call. Supply an 'entries' array where each item has subtask_id, date (YYYY-MM-DD), and hours (> 0 and ≤ 24); optionally start_time (HH:mm; when omitted, the entry goes after your last entry that day and after the batch's other entries — 09:00 on a day with nothing logged) and text. Entries are always attributed to you. Returns per-item results (partial failures are reported rather than aborting the batch). Max 50 entries.
| Argument | Type | Description |
|---|---|---|
| entries* | array | List of time entries to create (max 50). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"entries"
],
"properties": {
"entries": {
"type": "array",
"items": {
"type": "object",
"required": [
"subtask_id",
"date",
"hours"
],
"properties": {
"date": {
"type": "string",
"description": "Date of the work (YYYY-MM-DD)."
},
"text": {
"type": "string",
"description": "Optional description (max 1000 characters)."
},
"hours": {
"type": "number",
"description": "Hours worked (> 0 and ≤ 24)."
},
"start_time": {
"type": "string",
"description": "Optional start time in 24-h HH:mm. When omitted, the entry goes after your last entry that day, after entries on cards still waiting for confirmation, and after this batch's other entries (09:00 on a day with nothing logged). To change a card that is still waiting for confirmation, propose its change in full (every entry it holds, each at the start_time it has there; a batch card with bulk_create_time_reports) and tell the user to cancel the old card."
},
"subtask_id": {
"type": "string",
"description": "Id of the subtask to log time against."
}
}
},
"description": "List of time entries to create (max 50)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Apply an organization-wide adjustment to every member's hourly COST rate, effective from a date. Supply EITHER adjustment_percentage (e.g. 5 to raise all rates by 5%, -3 to cut 3%) OR fixed_amount (set every rate to this exact amount), not both. The organization is fixed by your context - never pass an organization id. Rate values are never echoed back.
| Argument | Type | Description |
|---|---|---|
| fixed_amount | number | Set every rate to this exact amount. Provide this OR adjustment_percentage, not both. |
| effective_from* | string | Date the adjusted rates take effect (YYYY-MM-DD) (required). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| adjustment_percentage | number | Percentage to adjust every rate by (e.g. 5 = +5%, -3 = -3%). Provide this OR fixed_amount, not both. |
{
"type": "object",
"required": [
"effective_from"
],
"properties": {
"fixed_amount": {
"type": "number",
"description": "Set every rate to this exact amount. Provide this OR adjustment_percentage, not both."
},
"effective_from": {
"type": "string",
"description": "Date the adjusted rates take effect (YYYY-MM-DD) (required)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"adjustment_percentage": {
"type": "number",
"description": "Percentage to adjust every rate by (e.g. 5 = +5%, -3 = -3%). Provide this OR fixed_amount, not both."
}
}
}Apply a common text description update to multiple of your own time entries. Supply ids (list of time-report ids, max 100) and text (the new description). Returns per-id results — partial failures are reported rather than aborting the whole batch.
| Argument | Type | Description |
|---|---|---|
| ids* | array | Ids of the time entries to update (max 100). |
| text* | string | New description to apply to all entries (max 1000 characters). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"ids",
"text"
],
"properties": {
"ids": {
"type": "array",
"items": {
"type": "string"
},
"description": "Ids of the time entries to update (max 100)."
},
"text": {
"type": "string",
"description": "New description to apply to all entries (max 1000 characters)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Cancel a pending invitation so the invite link is no longer valid. The email address can be re-invited at any time. Returns a preview unless confirm=true is set.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| invite_id* | string | Id of the pending invitation to cancel. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"invite_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"invite_id": {
"type": "string",
"description": "Id of the pending invitation to cancel."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Permanently delete a scheduled report definition. Requires confirm=true to proceed.
| Argument | Type | Description |
|---|---|---|
| id* | string | Id of the scheduled report to delete. |
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Id of the scheduled report to delete."
},
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Cancel (discard) your running timer without creating a time entry. The elapsed time is lost. No arguments needed.
| Argument | Type | Description |
|---|---|---|
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"properties": {
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Change an organization member's role. Returns a preview; re-call with the confirm_token and an idempotency_key to commit. Cannot assign the Owner role. Cannot escalate beyond your own role.
| Argument | Type | Description |
|---|---|---|
| new_role* | string | New role to assign: Admin, Finance, Manager, Member, or Viewer. |
| org_user_id* | string | Id of the OrganizationUser record to update (not the Firebase userId). |
| confirm_token | string | Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes. |
| idempotency_key | string | Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"org_user_id",
"new_role"
],
"properties": {
"new_role": {
"type": "string",
"description": "New role to assign: Admin, Finance, Manager, Member, or Viewer."
},
"org_user_id": {
"type": "string",
"description": "Id of the OrganizationUser record to update (not the Firebase userId)."
},
"confirm_token": {
"type": "string",
"description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
},
"idempotency_key": {
"type": "string",
"description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
}
}
}Check whether logging additional hours on a subtask would exceed its budget limits. Returns whether the budget is exceeded and a message.
| Argument | Type | Description |
|---|---|---|
| sub_task_id* | string | Id of the subtask to check. |
| additional_hours* | number | Hours to check against the budget limit. |
{
"type": "object",
"required": [
"sub_task_id",
"additional_hours"
],
"properties": {
"sub_task_id": {
"type": "string",
"description": "Id of the subtask to check."
},
"additional_hours": {
"type": "number",
"description": "Hours to check against the budget limit."
}
}
}Close an Open frame order so no new invoices may link to it. Returns a preview unless confirm=true is set. Closing is not directly reversible; the order remains in the Closed state.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| frame_order_id* | string | Id of the frame order to close. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"frame_order_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"frame_order_id": {
"type": "string",
"description": "Id of the frame order to close."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Close a billing month so no further time can be logged or edited in it. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. Reversible only by reopening the month.
| Argument | Type | Description |
|---|---|---|
| year* | integer | Calendar year of the month to close (e.g. 2026). |
| month* | integer | Calendar month to close (1-12). |
| confirm_token | string | Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes. |
| idempotency_key | string | Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"year",
"month"
],
"properties": {
"year": {
"type": "integer",
"description": "Calendar year of the month to close (e.g. 2026)."
},
"month": {
"type": "integer",
"description": "Calendar month to close (1-12)."
},
"confirm_token": {
"type": "string",
"description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
},
"idempotency_key": {
"type": "string",
"description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
}
}
}Commit a bulk-import CSV, creating the work hierarchy (customers, projects, tasks, subtasks) in the organization. Call validate_import first to verify the file.
| Argument | Type | Description |
|---|---|---|
| csv_content* | string | The CSV content to import. Must pass validate_import with no errors first. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"csv_content"
],
"properties": {
"csv_content": {
"type": "string",
"description": "The CSV content to import. Must pass validate_import with no errors first."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Copy your own time entries from a source date range into a target date range, preserving each entry's weekday offset relative to the source start (e.g. copy last week to this week). New entries are created as Draft. The source range cannot exceed 31 days. Supply source_start_date, source_end_date, and target_start_date (all ISO 8601 YYYY-MM-DD).
| Argument | Type | Description |
|---|---|---|
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| source_end_date* | string | Inclusive end of the range to copy FROM (YYYY-MM-DD). |
| source_start_date* | string | Inclusive start of the range to copy FROM (YYYY-MM-DD). |
| target_start_date* | string | The first date of the target range (source_start_date maps here, YYYY-MM-DD). |
{
"type": "object",
"required": [
"source_start_date",
"source_end_date",
"target_start_date"
],
"properties": {
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"source_end_date": {
"type": "string",
"description": "Inclusive end of the range to copy FROM (YYYY-MM-DD)."
},
"source_start_date": {
"type": "string",
"description": "Inclusive start of the range to copy FROM (YYYY-MM-DD)."
},
"target_start_date": {
"type": "string",
"description": "The first date of the target range (source_start_date maps here, YYYY-MM-DD)."
}
}
}Create a credit note against an existing invoice, reducing the amount owed. Requires Finance role or above.
| Argument | Type | Description |
|---|---|---|
| reason* | string | Reason for the credit note (required). |
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| invoice_id* | string | ID of the invoice to credit (required). |
| credit_amount* | number | Total credit amount (required, must be > 0 and ≤ invoice total). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"invoice_id",
"reason",
"credit_amount"
],
"properties": {
"reason": {
"type": "string",
"description": "Reason for the credit note (required)."
},
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"invoice_id": {
"type": "string",
"description": "ID of the invoice to credit (required)."
},
"credit_amount": {
"type": "number",
"description": "Total credit amount (required, must be > 0 and ≤ invoice total)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Define a new custom field on a billing entity type (project, task, subtask, time report, or customer) for your organization. The organization is fixed by your context - never pass an organization id. type is one of String, Number, Date, DateTime, ListOfValues; ListOfValues requires at least one option. Marking a field mandatory blocks creating that entity type until a value is provided.
| Argument | Type | Description |
|---|---|---|
| type* | string | Field data type (required). One of: String, Number, Date, DateTime, ListOfValues. |
| title* | string | Human-readable label shown in the UI (required). |
| entity* | string | The entity type this field is defined on (required). One of: billing_projects, billing_tasks, billing_sub_tasks, sub_tasks_time_reports, billing_customers. |
| field_id* | string | A unique, stable key for the field (required, max 50 chars), e.g. "po_number". |
| is_mandatory | boolean | Whether a value is required when creating/updating the entity. Defaults to false. |
| list_of_values | array | Options for a ListOfValues field (required for that type; at least one non-blank option). |
| idempotency_key | string |
Create a new billing customer in your organization. The organization is fixed by your context - never pass an organization id.
| Argument | Type | Description |
|---|---|---|
| name* | string | Customer name (required). |
| country | string | Optional country. |
| currency | string | Optional ISO 4217 currency code (e.g. USD, EUR). Defaults to the organization's base currency. |
| description | string | Optional customer description (max 200 characters). |
| contact_email | string | Optional primary contact email address. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Customer name (required)."
},
"country": {
"type": "string",
"description": "Optional country."
},
"currency": {
"type": "string",
"description": "Optional ISO 4217 currency code (e.g. USD, EUR). Defaults to the organization's base currency."
},
"description": {
"type": "string",
"description": "Optional customer description (max 200 characters)."
},
"contact_email": {
"type": "string",
"description": "Optional primary contact email address."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Save a time-entry combination as a favorite for quick reuse. Returns the created favorite.
| Argument | Type | Description |
|---|---|---|
| task_id* | string | Task id. |
| project_id* | string | Project id. |
| customer_id* | string | Customer id. |
| description | string | Default time-entry description (optional). |
| sub_task_id* | string | Subtask id. |
| display_name* | string | Short label for the favorite (e.g. 'Daily standup on Acme'). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"display_name",
"customer_id",
"project_id",
"task_id",
"sub_task_id"
],
"properties": {
"task_id": {
"type": "string",
"description": "Task id."
},
"project_id": {
"type": "string",
"description": "Project id."
},
"customer_id": {
"type": "string",
"description": "Customer id."
},
"description": {
"type": "string",
"description": "Default time-entry description (optional)."
},
"sub_task_id": {
"type": "string",
"description": "Subtask id."
},
"display_name": {
"type": "string",
"description": "Short label for the favorite (e.g. 'Daily standup on Acme')."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Create a new Open frame order (blanket PO / commercial envelope) for a customer. A frame order tracks a contracted hours or amount cap that invoices can draw down against. Reversible — the frame order can be deleted while it is still Open.
| Argument | Type | Description |
|---|---|---|
| notes | string | Optional free-text notes (max 2000 chars). |
| currency | string | ISO 4217 currency code (e.g. USD). Defaults to the customer's currency when omitted. |
| end_date | string | Optional end date in YYYY-MM-DD format (must be >= start_date). |
| reference* | string | Unique reference string per (org, customer), e.g. 'PO-2026-001'. Max 100 chars. |
| start_date | string | Optional start date in YYYY-MM-DD format. |
| customer_id* | string | Id of the customer this frame order belongs to. |
| description | string | Optional human-readable description (max 500 chars). |
| total_hours | number | Optional contracted hours cap (must be > 0). |
| total_amount |
Create and SAVE a national-holiday profile for the organization for a specific year, AFTER the user has explicitly reviewed and confirmed the holiday list. Each holiday is either a full day off or a half/partial working day (with a start/end working window). Holiday dates MUST come from suggest_holiday_profile or the user — never invent dates. Only call this once the user has confirmed; do not call it to preview.
| Argument | Type | Description |
|---|---|---|
| name* | string | A descriptive profile name, e.g. "US Holidays 2026" or "Israel 2026". |
| year* | integer | The calendar year this profile governs (e.g. 2026). It applies only to its year. |
| notes | string | Optional free-text notes about this profile. |
| source | string | Provenance of the dates: "hebcal", "nager", "manual", or "ai". Use the source returned by suggest_holiday_profile. |
| holidays* | string | A JSON array (as a string) of the confirmed holidays, each an object: {"date":"YYYY-MM-DD","name":"...","full_day_off":true|false,"window_start":"HH:mm","window_end":"HH:mm"}. Dates must be within the profile's year. full_day_off=false means a half/partial working day — include window_start/window_end; otherwise omit them. Example: [{"date":"2026-01-01","name":"New Year's Day","full_day_off":true},{"date":"2026-04-01","name":"Erev Pesach","full_day_off":false,"window_start":"08:00","window_end":"13:00"}] |
| set_as_default |
Create a new billing project under one of your customers. The organization is fixed by your context; customer_id must be a customer in your organization. Discover ids with find_billing_work - never ask the user for an id.
| Argument | Type | Description |
|---|---|---|
| name* | string | Project name (required). |
| customer_id* | string | Id of the customer this project belongs to (required). Must be a customer in your organization. |
| description | string | Optional project description (max 500 characters). |
| billing_type* | string | Billing type to allow on the project (required). One of: TM, Fix, OVH. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| create_general_activity | boolean | Optional. When true (the default for this tool), also create a default visible "General" task + activity so time can be logged on the project immediately. Set false to create an empty project with no activities yet. |
{
"type": "object",
"required": [
"customer_id",
"name",
"billing_type"
],
"properties": {
"name": {
"type": "string",
"description": "Project name (required)."
},
"customer_id": {
"type": "string",
"description": "Id of the customer this project belongs to (required). Must be a customer in your organization."
},
"description": {
"type": "string",
"description": "Optional project description (max 500 characters)."
},
"billing_type": {
"enum": [
"TM",
"Fix",
"OVH"
],
"type": "string",
"description": "Billing type to allow on the project (required). One of: TM, Fix, OVH."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"create_general_activity": {
"type": "boolean",
"description": "Optional. When true (the default for this tool), also create a default visible \"General\" task + activity so time can be logged on the project immediately. Set false to create an empty project with no activities yet."
}
}
}Create a new scheduled report definition. The report will be generated and emailed to recipients on the configured cadence.
| Argument | Type | Description |
|---|---|---|
| name* | string | Name for this scheduled report (max 150 chars). |
| format | string | Output format: pdf (default) or csv. |
| cadence* | string | Schedule cadence: Daily, Weekly, or Monthly. |
| recipients* | string | Comma-separated recipient email addresses. |
| report_type* | string | Report type: DailySummary or MonthlyHours. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"name",
"report_type",
"cadence",
"recipients"
],
"properties": {
"name": {
"type": "string",
"description": "Name for this scheduled report (max 150 chars)."
},
"format": {
"type": "string",
"description": "Output format: pdf (default) or csv."
},
"cadence": {
"type": "string",
"description": "Schedule cadence: Daily, Weekly, or Monthly."
},
"recipients": {
"type": "string",
"description": "Comma-separated recipient email addresses."
},
"report_type": {
"type": "string",
"description": "Report type: DailySummary or MonthlyHours."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Create a subtask under a task. All time entries are logged against subtasks, so every task needs at least one. The subtask inherits a valid billing type from the parent task. Discover ids with find_billing_work - never ask the user for an id.
| Argument | Type | Description |
|---|---|---|
| name* | string | Subtask name (required). |
| task_id* | string | Id of the parent task (required). Must be a task in your organization. |
| description | string | Optional subtask description. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"task_id",
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Subtask name (required)."
},
"task_id": {
"type": "string",
"description": "Id of the parent task (required). Must be a task in your organization."
},
"description": {
"type": "string",
"description": "Optional subtask description."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Create a task under a project. Tasks group the subtasks that time is logged against. The task inherits its allowed billing types from the parent project. Discover ids with find_billing_work - never ask the user for an id.
| Argument | Type | Description |
|---|---|---|
| name* | string | Task name (required). |
| project_id* | string | Id of the parent project (required). Must be a project in your organization. |
| description | string | Optional task description. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| create_general_activity | boolean | Optional. When true (the default for this tool), also create a default visible "General" activity under the task so time can be logged immediately. Set false to create a task with no activities yet. |
{
"type": "object",
"required": [
"project_id",
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Task name (required)."
},
"project_id": {
"type": "string",
"description": "Id of the parent project (required). Must be a project in your organization."
},
"description": {
"type": "string",
"description": "Optional task description."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"create_general_activity": {
"type": "boolean",
"description": "Optional. When true (the default for this tool), also create a default visible \"General\" activity under the task so time can be logged immediately. Set false to create a task with no activities yet."
}
}
}Create a new time entry on a subtask for the current user. The entry is always attributed to you — you cannot create entries on behalf of another user. Supply subtask_id, the date (ISO 8601 YYYY-MM-DD), start_time (HH:mm; when omitted, right after your last entry that day, or 09:00 on a day with nothing logged), and hours.
| Argument | Type | Description |
|---|---|---|
| date* | string | Date of the work (ISO 8601 YYYY-MM-DD, e.g. 2026-01-15). |
| text | string | Optional description of the work performed (max 1000 characters). |
| hours* | number | Hours worked (> 0 and ≤ 24). |
| start_time | string | Optional start time in 24-h HH:mm. When omitted, the entry starts right after your last entry that day, counting entries on cards still waiting for confirmation (09:00 on a day with nothing logged). To change a card that is still waiting for confirmation, propose its change in full (every entry it holds, each at the start_time it has there; a batch card with bulk_create_time_reports) and tell the user to cancel the old card. |
| subtask_id* | string | Id of the subtask to log time against. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
Permanently revoke one of your Integration API keys. Any MCP clients or integrations using the key will lose access immediately and cannot be restored. Returns a preview; re-call with the confirm_token and an idempotency_key to commit.
| Argument | Type | Description |
|---|---|---|
| key_id* | string | Id of the API key to permanently revoke. |
| confirm_token | string | Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes. |
| idempotency_key | string | Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"key_id"
],
"properties": {
"key_id": {
"type": "string",
"description": "Id of the API key to permanently revoke."
},
"confirm_token": {
"type": "string",
"description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
},
"idempotency_key": {
"type": "string",
"description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
}
}
}Delete a custom-field definition from the organization. If the field is mandatory and already has values stored on entities the service will reject the delete with a clear reason. Returns a preview unless confirm=true is set. Admin role required.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| custom_field_id* | string | Id of the custom field definition to delete. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"custom_field_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"custom_field_id": {
"type": "string",
"description": "Id of the custom field definition to delete."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Soft-delete a billing customer and its whole hierarchy (projects, tasks, subtasks) into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| customer_id* | string | Id of the customer to delete. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"customer_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"customer_id": {
"type": "string",
"description": "Id of the customer to delete."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Delete a DRAFT invoice permanently. Only draft invoices can be deleted; issued invoices are permanent records. Returns a preview unless confirm=true is set.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| invoice_id* | string | Id of the draft invoice to delete. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"invoice_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"invoice_id": {
"type": "string",
"description": "Id of the draft invoice to delete."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Delete a saved time-entry favorite. Requires confirm=true to proceed.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| favorite_id* | string | Id of the favorite to delete. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"favorite_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"favorite_id": {
"type": "string",
"description": "Id of the favorite to delete."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Soft-delete an Open frame order into the recycle bin (restorable by an Admin). Blocked when Issued/Sent/Paid invoices are linked — void or unlink those first. Returns a preview unless confirm=true is set.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| frame_order_id* | string | Id of the frame order to delete. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"frame_order_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"frame_order_id": {
"type": "string",
"description": "Id of the frame order to delete."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Delete a named national-holiday profile from the organization. The year's holidays will no longer be applied to time calculations. Returns a preview unless confirm=true is set. Admin role required.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| holiday_profile_id* | string | Id of the holiday profile to delete. |
{
"type": "object",
"required": [
"holiday_profile_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"holiday_profile_id": {
"type": "string",
"description": "Id of the holiday profile to delete."
}
}
}Soft-delete this organization. All members will be locked out and the org will be hidden until a platform admin restores it within the retention window. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. Owner role required.
| Argument | Type | Description |
|---|---|---|
| confirm_token | string | Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes. |
| idempotency_key | string | Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"properties": {
"confirm_token": {
"type": "string",
"description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
},
"idempotency_key": {
"type": "string",
"description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
}
}
}Soft-delete a billing project and its whole task/subtask hierarchy into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| project_id* | string | Id of the project to delete. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"project_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"project_id": {
"type": "string",
"description": "Id of the project to delete."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Soft-delete a billing subtask into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| subtask_id* | string | Id of the subtask to delete. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"subtask_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"subtask_id": {
"type": "string",
"description": "Id of the subtask to delete."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Soft-delete a billing task and its subtask hierarchy into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| task_id* | string | Id of the task to delete. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"task_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"task_id": {
"type": "string",
"description": "Id of the task to delete."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Delete a time report entry. Members can delete their own reports; Managers/Admins can delete others' (subject to org settings). Returns a preview unless confirm=true is set.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| time_report_id* | string | Id of the time report entry to delete: the time_report_id list_my_time_entries returns for it. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"time_report_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"time_report_id": {
"type": "string",
"description": "Id of the time report entry to delete: the time_report_id list_my_time_entries returns for it."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Delete a named organization work schedule profile. Users assigned to this schedule will fall back to the default schedule. Returns a preview unless confirm=true is set. Admin role required.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| work_schedule_id* | string | Id of the work schedule to delete. |
{
"type": "object",
"required": [
"work_schedule_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"work_schedule_id": {
"type": "string",
"description": "Id of the work schedule to delete."
}
}
}Disable an organization member so they can no longer sign in or use the app. Reversible — the user can be re-enabled from the web application. Returns a preview unless confirm=true is set.
| Argument | Type | Description |
|---|---|---|
| reason | string | Optional reason for disabling the user (stored for audit purposes). |
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| org_user_id* | string | Id of the OrganizationUser record to disable (not the Firebase userId). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"org_user_id"
],
"properties": {
"reason": {
"type": "string",
"description": "Optional reason for disabling the user (stored for audit purposes)."
},
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"org_user_id": {
"type": "string",
"description": "Id of the OrganizationUser record to disable (not the Firebase userId)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Re-enable a previously disabled organization member so they can log in and use the platform again. Requires the org_user_id. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself, and not your own account. It is refused when the organization's plan has no free seat: its active members already fill the plan's limit (error_code SUBSCRIPTION.SEAT_LIMIT_REACHED, with the limit in error_details) — the fix is to upgrade the plan or disable another member first.
| Argument | Type | Description |
|---|---|---|
| org_user_id* | string | Id of the OrganizationUser to enable. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"org_user_id"
],
"properties": {
"org_user_id": {
"type": "string",
"description": "Id of the OrganizationUser to enable."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Find the projects, tasks and subtasks in your organization where time can be tracked. Pass a name fragment as query to search customer, project, task and subtask names at once: every matching subtask comes back in `matches` with its full path (customer > project > task > subtask) and its subtask_id. Use this to locate where to record work. Returns ids and names only.
| Argument | Type | Description |
|---|---|---|
| query | string | Optional case-insensitive name fragment. It matches customer, project, task and subtask names: `projects` lists the projects whose own name or customer's name matches, and `matches` lists every subtask whose own name or task's name matches, with its full path and subtask_id. With project_id, it filters that project's tasks and returns that project's matching subtasks in `matches`. |
| project_id | string | Optional project id to drill into. When supplied, returns that project's tasks and subtasks. |
| max_results | integer | Optional maximum number of rows to return (1-50, default 50). |
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Optional case-insensitive name fragment. It matches customer, project, task and subtask names: `projects` lists the projects whose own name or customer's name matches, and `matches` lists every subtask whose own name or task's name matches, with its full path and subtask_id. With project_id, it filters that project's tasks and returns that project's matching subtasks in `matches`."
},
"project_id": {
"type": "string",
"description": "Optional project id to drill into. When supplied, returns that project's tasks and subtasks."
},
"max_results": {
"type": "integer",
"description": "Optional maximum number of rows to return (1-50, default 50)."
}
}
}Generate a DRAFT invoice from a customer's approved billable hours over a billing period. The draft is editable and can be deleted before it is issued.
| Argument | Type | Description |
|---|---|---|
| notes | string | Optional notes to include on the invoice. |
| due_date | string | Optional explicit due date (ISO 8601). Overrides payment_terms-based calculation. |
| grouping | string | How to group approved hours into line items: "project" (default) or "task". |
| period_end* | string | Billing period end date (ISO 8601, e.g. 2026-05-31). |
| customer_id* | string | Id of the customer to invoice. |
| period_start* | string | Billing period start date (ISO 8601, e.g. 2026-05-01). |
| payment_terms | string | Payment terms string, e.g. "Net 30" (default). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
Get billing summary for a customer over a date range
| Argument | Type | Description |
|---|---|---|
| end_date* | string | End date in YYYY-MM-DD format |
| start_date* | string | Start date in YYYY-MM-DD format |
| customer_id* | string | The customer ID to get billing report for |
{
"type": "object",
"required": [
"customer_id",
"start_date",
"end_date"
],
"properties": {
"end_date": {
"type": "string",
"description": "End date in YYYY-MM-DD format"
},
"start_date": {
"type": "string",
"description": "Start date in YYYY-MM-DD format"
},
"customer_id": {
"type": "string",
"description": "The customer ID to get billing report for"
}
}
}Get all budget alerts for the organization showing projects that are over or near budget
No arguments.
{
"type": "object"
}Get overall budget health summary for the organization, including project counts by status (on-track, warning, critical), total remaining budget hours, and active alerts
No arguments.
{
"type": "object"
}Get the cost-rate history for a specific user in the organization. Requires Finance role or higher.
| Argument | Type | Description |
|---|---|---|
| user_id* | string | Firebase UID of the user whose cost-rate history to retrieve. |
{
"type": "object",
"required": [
"user_id"
],
"properties": {
"user_id": {
"type": "string",
"description": "Firebase UID of the user whose cost-rate history to retrieve."
}
}
}Get detailed information about a customer including health score and portfolio
| Argument | Type | Description |
|---|---|---|
| customer_id* | string | The unique identifier of the customer to retrieve information for |
{
"type": "object",
"required": [
"customer_id"
],
"properties": {
"customer_id": {
"type": "string",
"description": "The unique identifier of the customer to retrieve information for"
}
}
}Get organization dashboard metrics including utilization, revenue, and active projects
| Argument | Type | Description |
|---|---|---|
| month | string | Month to get metrics for in YYYY-MM format (e.g. 2026-01). Defaults to current month if not provided. |
{
"type": "object",
"properties": {
"month": {
"type": "string",
"description": "Month to get metrics for in YYYY-MM format (e.g. 2026-01). Defaults to current month if not provided."
}
}
}Get an employee's timesheet report showing target hours, actual hours logged, and variance. Can look up by employee name or default to the requesting user.
| Argument | Type | Description |
|---|---|---|
| end_date* | string | End date in YYYY-MM-DD format |
| start_date* | string | Start date in YYYY-MM-DD format |
| employee_name | string | Name of the employee to look up. Leave empty or say 'me' for your own timesheet. |
{
"type": "object",
"required": [
"start_date",
"end_date"
],
"properties": {
"end_date": {
"type": "string",
"description": "End date in YYYY-MM-DD format"
},
"start_date": {
"type": "string",
"description": "Start date in YYYY-MM-DD format"
},
"employee_name": {
"type": "string",
"description": "Name of the employee to look up. Leave empty or say 'me' for your own timesheet."
}
}
}Report each frame order's contracted cap vs billed draw-down vs remaining, for both hours and amount, with utilization percentage. Optionally filtered by customer and/or status.
| Argument | Type | Description |
|---|---|---|
| status | string | Filter by status: Open or Closed (optional). |
| customer_id | string | Filter by customer id (optional). |
{
"type": "object",
"properties": {
"status": {
"type": "string",
"description": "Filter by status: Open or Closed (optional)."
},
"customer_id": {
"type": "string",
"description": "Filter by customer id (optional)."
}
}
}Get a summary of hours logged for a user or team over a date range
| Argument | Type | Description |
|---|---|---|
| scope | string | Scope of the summary: 'user' for individual user hours, 'team' for organization-wide overview. Defaults to 'user'. |
| end_date* | string | End date for the summary period (ISO 8601 format, e.g. 2026-01-31) |
| start_date* | string | Start date for the summary period (ISO 8601 format, e.g. 2026-01-01) |
{
"type": "object",
"required": [
"start_date",
"end_date"
],
"properties": {
"scope": {
"type": "string",
"description": "Scope of the summary: 'user' for individual user hours, 'team' for organization-wide overview. Defaults to 'user'."
},
"end_date": {
"type": "string",
"description": "End date for the summary period (ISO 8601 format, e.g. 2026-01-31)"
},
"start_date": {
"type": "string",
"description": "Start date for the summary period (ISO 8601 format, e.g. 2026-01-01)"
}
}
}Return the CSV template for bulk-importing the work hierarchy (customers, projects, tasks, subtasks). Fill the template and call validate_import before commit_import.
No arguments.
{
"type": "object"
}Get the full details of a specific invoice by ID.
| Argument | Type | Description |
|---|---|---|
| invoice_id* | string | ID of the invoice to retrieve (required). |
{
"type": "object",
"required": [
"invoice_id"
],
"properties": {
"invoice_id": {
"type": "string",
"description": "ID of the invoice to retrieve (required)."
}
}
}Get the current user's time entry analytics for a date range, including hours breakdown by project and customer, billable vs non-billable split, and target comparison
| Argument | Type | Description |
|---|---|---|
| end_date* | string | End date for the analytics period (ISO 8601 format, e.g. 2026-01-31) |
| start_date* | string | Start date for the analytics period (ISO 8601 format, e.g. 2026-01-01) |
{
"type": "object",
"required": [
"start_date",
"end_date"
],
"properties": {
"end_date": {
"type": "string",
"description": "End date for the analytics period (ISO 8601 format, e.g. 2026-01-31)"
},
"start_date": {
"type": "string",
"description": "Start date for the analytics period (ISO 8601 format, e.g. 2026-01-01)"
}
}
}Get detailed project status including budget, hours, and task breakdown
| Argument | Type | Description |
|---|---|---|
| project_id* | string | The unique identifier of the project to retrieve status for |
{
"type": "object",
"required": [
"project_id"
],
"properties": {
"project_id": {
"type": "string",
"description": "The unique identifier of the project to retrieve status for"
}
}
}Get the people associated with a project: who is ASSIGNED to it (formally responsible / accountable) and the TOP CONTRIBUTORS by hours logged (who is actually doing the work and driving the budget/overrun). Use this to answer 'who is responsible for / working on a project', especially when a project is over budget. Budget-alert results include the project_id you can pass directly into this tool.
| Argument | Type | Description |
|---|---|---|
| project_id* | string | The unique identifier of the project. Resolve a project name to its ID with find_billing_work or list_projects first. |
{
"type": "object",
"required": [
"project_id"
],
"properties": {
"project_id": {
"type": "string",
"description": "The unique identifier of the project. Resolve a project name to its ID with find_billing_work or list_projects first."
}
}
}Get team resource utilization summary showing target hours, actual hours, billable hours, and utilization percentage for the organization
| Argument | Type | Description |
|---|---|---|
| end_date* | string | End date for the utilization period (ISO 8601 format, e.g. 2026-01-31) |
| start_date* | string | Start date for the utilization period (ISO 8601 format, e.g. 2026-01-01) |
{
"type": "object",
"required": [
"start_date",
"end_date"
],
"properties": {
"end_date": {
"type": "string",
"description": "End date for the utilization period (ISO 8601 format, e.g. 2026-01-31)"
},
"start_date": {
"type": "string",
"description": "Start date for the utilization period (ISO 8601 format, e.g. 2026-01-01)"
}
}
}Get a summary of unbilled time across the organization, including total hours, total amount, number of entries, and aging information
No arguments.
{
"type": "object"
}Invite a person to join your organization by email at a chosen role. The organization is fixed by your context - never pass an organization id. Valid roles: Admin, Finance, Manager, Member, Viewer (you can only invite at a role no more privileged than your own). The invitee receives an email with an acceptance link.
| Argument | Type | Description |
|---|---|---|
| role* | string | Role to grant on acceptance (required). One of: Admin, Finance, Manager, Member, Viewer. You cannot invite at a role more privileged than your own. |
| email* | string | Email address of the person to invite (required). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"email",
"role"
],
"properties": {
"role": {
"enum": [
"Admin",
"Finance",
"Manager",
"Member",
"Viewer"
],
"type": "string",
"description": "Role to grant on acceptance (required). One of: Admin, Finance, Manager, Member, Viewer. You cannot invite at a role more privileged than your own."
},
"email": {
"type": "string",
"description": "Email address of the person to invite (required)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Issue a Draft invoice: assigns a gapless invoice number, locks the invoice as immutable, and marks source hours as Invoiced. IRREVERSIBLE — corrections require void + reissue. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit.
| Argument | Type | Description |
|---|---|---|
| invoice_id* | string | Id of the Draft invoice to issue. |
| confirm_token | string | Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes. |
| idempotency_key | string | Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"invoice_id"
],
"properties": {
"invoice_id": {
"type": "string",
"description": "Id of the Draft invoice to issue."
},
"confirm_token": {
"type": "string",
"description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
},
"idempotency_key": {
"type": "string",
"description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
}
}
}List all customers in the organization
No arguments.
{
"type": "object"
}List the current user's saved time-entry favorites (quick-entry shortcuts).
No arguments.
{
"type": "object"
}List invoices for your organization, optionally filtered by customer and status.
| Argument | Type | Description |
|---|---|---|
| status | string | Optional: filter by invoice status (e.g. Draft, Issued, Paid, Void). |
| page_size | integer | Number of results per page (default 20, max 100). |
| customer_id | string | Optional: filter by customer ID. |
| page_number | integer | Page number, 1-based (default 1). |
{
"type": "object",
"properties": {
"status": {
"type": "string",
"description": "Optional: filter by invoice status (e.g. Draft, Issued, Paid, Void)."
},
"page_size": {
"type": "integer",
"description": "Number of results per page (default 20, max 100)."
},
"customer_id": {
"type": "string",
"description": "Optional: filter by customer ID."
},
"page_number": {
"type": "integer",
"description": "Page number, 1-based (default 1)."
}
}
}List the current user's own individual time entries for a date range: for each, its time_report_id (what update_time_report and delete_time_report take), date, start and end time of day on the organization's clock, project and subtask names and ids, hours, description, billable flag and status. Use this to see exactly what was logged (the per-entry detail), as opposed to aggregated totals, and to find the entry the user wants to change or delete.
| Argument | Type | Description |
|---|---|---|
| limit | integer | Optional maximum number of entries to return (1-200, default 200). Entries are returned most-recent first. |
| end_date* | string | End date of the range (ISO 8601 format, e.g. 2026-01-31) |
| start_date* | string | Start date of the range (ISO 8601 format, e.g. 2026-01-01) |
{
"type": "object",
"required": [
"start_date",
"end_date"
],
"properties": {
"limit": {
"type": "integer",
"description": "Optional maximum number of entries to return (1-200, default 200). Entries are returned most-recent first."
},
"end_date": {
"type": "string",
"description": "End date of the range (ISO 8601 format, e.g. 2026-01-31)"
},
"start_date": {
"type": "string",
"description": "Start date of the range (ISO 8601 format, e.g. 2026-01-01)"
}
}
}List all projects in the organization with their status and budget information
| Argument | Type | Description |
|---|---|---|
| customer_id | string | Optional customer ID to filter projects by customer |
{
"type": "object",
"properties": {
"customer_id": {
"type": "string",
"description": "Optional customer ID to filter projects by customer"
}
}
}List soft-deleted entities currently in the recycle bin, optionally filtered by entity type and paged.
| Argument | Type | Description |
|---|---|---|
| page | number | 1-based page number (default 1). |
| page_size | number | Items per page (default 20). |
| entity_type | string | Filter by type: Customer, Project, Task, or SubTask. Omit for all types. |
{
"type": "object",
"properties": {
"page": {
"type": "number",
"description": "1-based page number (default 1)."
},
"page_size": {
"type": "number",
"description": "Items per page (default 20)."
},
"entity_type": {
"type": "string",
"description": "Filter by type: Customer, Project, Task, or SubTask. Omit for all types."
}
}
}List all scheduled report definitions for the organization.
No arguments.
{
"type": "object"
}Create a single time entry on a subtask for the current user. Requires permission to log time.
| Argument | Type | Description |
|---|---|---|
| date* | string | Date of the work (ISO 8601 format, e.g. 2026-01-15). |
| text | string | Optional description of the work performed. |
| hours* | number | Number of hours worked (greater than 0 and at most 24). |
| start_time | string | Optional start time of day in 24-hour HH:mm (e.g. "12:00"). Set this when the user gives a specific time or a time range (and put the range length in 'hours'); the entry then runs from this time for 'hours'. When omitted, the entry starts right after the user's last entry that day, counting entries on cards still waiting for confirmation (09:00 on a day with nothing logged). To change a card that is still waiting for confirmation, propose its change in full (every entry it holds, each at the start_time it has there; a batch card with bulk_create_time_reports) and tell the user to cancel the old card. |
| subtask_id* | string | Id of the subtask to log time against. All time entries are recorded at the subtask level. |
{
"type": "object",
"required": [
"subtask_id",
"date",
"hours"
],
"properties": {
"date": {
"type": "string",
"description": "Date of the work (ISO 8601 format, e.g. 2026-01-15)."
},
"text": {
"type": "string",
"description": "Optional description of the work performed."
},
"hours": {
"type": "number",
"description": "Number of hours worked (greater than 0 and at most 24)."
},
"start_time": {
"type": "string",
"description": "Optional start time of day in 24-hour HH:mm (e.g. \"12:00\"). Set this when the user gives a specific time or a time range (and put the range length in 'hours'); the entry then runs from this time for 'hours'. When omitted, the entry starts right after the user's last entry that day, counting entries on cards still waiting for confirmation (09:00 on a day with nothing logged). To change a card that is still waiting for confirmation, propose its change in full (every entry it holds, each at the start_time it has there; a batch card with bulk_create_time_reports) and tell the user to cancel the old card."
},
"subtask_id": {
"type": "string",
"description": "Id of the subtask to log time against. All time entries are recorded at the subtask level."
}
}
}Manage YOUR OWN personal work schedule. action is one of: create, update, delete, assign (assign = make a schedule your active one). For update/delete/assign, provide schedule_id. default_hours is your standard daily hours (for a simple schedule). The organization is fixed by your context, and you can only manage your own schedule.
| Argument | Type | Description |
|---|---|---|
| name | string | Optional schedule notes/name. |
| action* | string | What to do (required): create, update, delete, or assign. |
| is_active | boolean | Whether this schedule is active (create/update). |
| schedule_id | string | Id of your schedule (required for update, delete, assign). |
| default_hours | number | Standard daily working hours for a simple schedule (e.g. 8). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"action"
],
"properties": {
"name": {
"type": "string",
"description": "Optional schedule notes/name."
},
"action": {
"enum": [
"create",
"update",
"delete",
"assign"
],
"type": "string",
"description": "What to do (required): create, update, delete, or assign."
},
"is_active": {
"type": "boolean",
"description": "Whether this schedule is active (create/update)."
},
"schedule_id": {
"type": "string",
"description": "Id of your schedule (required for update, delete, assign)."
},
"default_hours": {
"type": "number",
"description": "Standard daily working hours for a simple schedule (e.g. 8)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Mark an issued or sent invoice as Paid. Optionally record the paid amount and payment date. Returns a preview unless confirm=true is set.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| paid_date | string | Optional payment date (ISO 8601). Defaults to today. |
| invoice_id* | string | Id of the invoice to mark as paid. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"invoice_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"paid_date": {
"type": "string",
"description": "Optional payment date (ISO 8601). Defaults to today."
},
"invoice_id": {
"type": "string",
"description": "Id of the invoice to mark as paid."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Mark one or more time reports as invoiced, optionally linking them to an existing invoice. Requires Manager role or above.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| invoice_id | string | Optional ID of an existing invoice to link these time reports to. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| time_report_ids* | array | List of time report IDs to mark as invoiced (required, at least one). |
{
"type": "object",
"required": [
"time_report_ids"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"invoice_id": {
"type": "string",
"description": "Optional ID of an existing invoice to link these time reports to."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"time_report_ids": {
"type": "array",
"items": {
"type": "string"
},
"description": "List of time report IDs to mark as invoiced (required, at least one)."
}
}
}Move a billing project to a different customer within your organization. Both the project and the destination customer must belong to your organization. Requires Manager role or above.
| Argument | Type | Description |
|---|---|---|
| project_id* | string | ID of the project to move (required). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| new_customer_id* | string | ID of the destination customer (required, must belong to your organization). |
{
"type": "object",
"required": [
"project_id",
"new_customer_id"
],
"properties": {
"project_id": {
"type": "string",
"description": "ID of the project to move (required)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"new_customer_id": {
"type": "string",
"description": "ID of the destination customer (required, must belong to your organization)."
}
}
}Move a subtask to a different task within your organization. Both the subtask and the destination task must belong to your organization. Requires Manager role or above.
| Argument | Type | Description |
|---|---|---|
| subtask_id* | string | ID of the subtask to move (required). |
| new_task_id* | string | ID of the destination task (required, must belong to your organization). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"subtask_id",
"new_task_id"
],
"properties": {
"subtask_id": {
"type": "string",
"description": "ID of the subtask to move (required)."
},
"new_task_id": {
"type": "string",
"description": "ID of the destination task (required, must belong to your organization)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Move a task to a different billing project within your organization. Both the task and the destination project must belong to your organization. Requires Manager role or above.
| Argument | Type | Description |
|---|---|---|
| task_id* | string | ID of the task to move (required). |
| new_project_id* | string | ID of the destination project (required, must belong to your organization). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"task_id",
"new_project_id"
],
"properties": {
"task_id": {
"type": "string",
"description": "ID of the task to move (required)."
},
"new_project_id": {
"type": "string",
"description": "ID of the destination project (required, must belong to your organization)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Permanently and IRREVERSIBLY hard-delete an entity from the recycle bin. The entity and all its children are removed from the database — this cannot be undone. Requires Admin role. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. entity_type must be one of: Customer, Project, Task, SubTask.
| Argument | Type | Description |
|---|---|---|
| entity_id* | string | Id of the recycle-bin entity to permanently delete. |
| entity_type* | string | Type of entity to permanently delete. One of: Customer, Project, Task, SubTask. |
| confirm_token | string | Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes. |
| idempotency_key | string | Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"entity_id",
"entity_type"
],
"properties": {
"entity_id": {
"type": "string",
"description": "Id of the recycle-bin entity to permanently delete."
},
"entity_type": {
"type": "string",
"description": "Type of entity to permanently delete. One of: Customer, Project, Task, SubTask."
},
"confirm_token": {
"type": "string",
"description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
},
"idempotency_key": {
"type": "string",
"description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
}
}
}Withdraw your submitted timesheet for a given month back to Draft (un-submit), reopening entries for editing. Only valid while the period is Submitted — after approval ask a manager to reopen it. Supply year and month (1-12).
| Argument | Type | Description |
|---|---|---|
| year* | integer | Calendar year of the month to recall (e.g. 2026). |
| month* | integer | Calendar month to recall (1-12). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"year",
"month"
],
"properties": {
"year": {
"type": "integer",
"description": "Calendar year of the month to recall (e.g. 2026)."
},
"month": {
"type": "integer",
"description": "Calendar month to recall (1-12)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Void an issued invoice and clone it into a new editable Draft (void + reissue). The original is voided and retained for audit; the new Draft can be edited then re-issued. The void is IRREVERSIBLE. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit.
| Argument | Type | Description |
|---|---|---|
| invoice_id* | string | Id of the issued invoice to void and reissue as a new Draft. |
| confirm_token | string | Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes. |
| idempotency_key | string | Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"invoice_id"
],
"properties": {
"invoice_id": {
"type": "string",
"description": "Id of the issued invoice to void and reissue as a new Draft."
},
"confirm_token": {
"type": "string",
"description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
},
"idempotency_key": {
"type": "string",
"description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
}
}
}Reject a submitted timesheet period, returning it to the reporter for correction. The period and its time reports revert to Rejected (editable). A rejection comment is required. Use confirm=true to proceed. Requires Manager or Admin/Owner role (Finance is excluded — timesheet approval is PM work, not finance).
| Argument | Type | Description |
|---|---|---|
| comment* | string | Rejection reason shown to the reporter. Required so they know what to fix. |
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| submission_period_id* | string | Id of the submission period to reject (from get_pending_approvals or list_approval_history). |
{
"type": "object",
"required": [
"submission_period_id",
"comment"
],
"properties": {
"comment": {
"type": "string",
"description": "Rejection reason shown to the reporter. Required so they know what to fix."
},
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"submission_period_id": {
"type": "string",
"description": "Id of the submission period to reject (from get_pending_approvals or list_approval_history)."
}
}
}Permanently remove an organization member. This action is IRREVERSIBLE — the user must be re-invited to rejoin. Returns a preview; re-call with the confirm_token and an idempotency_key to commit.
| Argument | Type | Description |
|---|---|---|
| org_user_id* | string | Id of the OrganizationUser record to remove (not the Firebase userId). |
| confirm_token | string | Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes. |
| idempotency_key | string | Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"org_user_id"
],
"properties": {
"org_user_id": {
"type": "string",
"description": "Id of the OrganizationUser record to remove (not the Firebase userId)."
},
"confirm_token": {
"type": "string",
"description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
},
"idempotency_key": {
"type": "string",
"description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
}
}
}Remove a user's assignment from a customer, revoking their access to the customer's projects and tasks. Requires confirm=true to proceed.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| customer_id* | string | Id of the customer to remove the user from. |
| org_user_id* | string | OrganizationUsers.Id of the member to unassign. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"customer_id",
"org_user_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"customer_id": {
"type": "string",
"description": "Id of the customer to remove the user from."
},
"org_user_id": {
"type": "string",
"description": "OrganizationUsers.Id of the member to unassign."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Remove an organization member's assignment from a specific project. The user will no longer have direct visibility to that project (they may still see it via a customer assignment). Requires org_user_id and project_id. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself.
| Argument | Type | Description |
|---|---|---|
| project_id* | string | Id of the project to remove the user from. |
| org_user_id* | string | Id of the OrganizationUser to remove from the project (not the Firebase user id). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"org_user_id",
"project_id"
],
"properties": {
"project_id": {
"type": "string",
"description": "Id of the project to remove the user from."
},
"org_user_id": {
"type": "string",
"description": "Id of the OrganizationUser to remove from the project (not the Firebase user id)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Reopen a previously closed billing month, allowing time to be logged and edited again. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. Reversible only by closing the month again.
| Argument | Type | Description |
|---|---|---|
| year* | integer | Calendar year of the month to reopen (e.g. 2026). |
| month* | integer | Calendar month to reopen (1-12). |
| confirm_token | string | Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes. |
| idempotency_key | string | Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"year",
"month"
],
"properties": {
"year": {
"type": "integer",
"description": "Calendar year of the month to reopen (e.g. 2026)."
},
"month": {
"type": "integer",
"description": "Calendar month to reopen (1-12)."
},
"confirm_token": {
"type": "string",
"description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
},
"idempotency_key": {
"type": "string",
"description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
}
}
}Reopen a Submitted or Approved timesheet period for corrections. The period and its time reports revert to Rejected (editable), allowing the reporter to edit and resubmit. Use this when an approved period needs fixing. An optional comment can be provided. Use confirm=true to proceed. Requires Manager or Admin/Owner role (Finance is excluded — timesheet approval is PM work, not finance).
| Argument | Type | Description |
|---|---|---|
| comment | string | Optional comment explaining why the period is being reopened. Shown to the reporter. |
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| submission_period_id* | string | Id of the submission period to reopen (from get_pending_approvals or list_approval_history). |
{
"type": "object",
"required": [
"submission_period_id"
],
"properties": {
"comment": {
"type": "string",
"description": "Optional comment explaining why the period is being reopened. Shown to the reporter."
},
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"submission_period_id": {
"type": "string",
"description": "Id of the submission period to reopen (from get_pending_approvals or list_approval_history)."
}
}
}Re-send a pending invitation email to the invitee and reset its status to Pending. Requires the invite_id (discover it via list of pending invites). The organization is fixed by your context — never pass an organization id.
| Argument | Type | Description |
|---|---|---|
| invite_id* | string | Id of the pending invitation to resend. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"invite_id"
],
"properties": {
"invite_id": {
"type": "string",
"description": "Id of the pending invitation to resend."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Restore a soft-deleted entity (customer, project, task, or subtask) and all its children from the recycle bin. Requires Admin role. entity_type must be one of: Customer, Project, Task, SubTask.
| Argument | Type | Description |
|---|---|---|
| entity_id* | string | Id of the deleted entity to restore. |
| entity_type* | string | Type of entity to restore. One of: Customer, Project, Task, SubTask. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"entity_id",
"entity_type"
],
"properties": {
"entity_id": {
"type": "string",
"description": "Id of the deleted entity to restore."
},
"entity_type": {
"type": "string",
"description": "Type of entity to restore. One of: Customer, Project, Task, SubTask."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Search the organization's work-structure entities (customers, projects, tasks, subtasks, users) by id or name. Returns a flat, assignment-scoped result list.
| Argument | Type | Description |
|---|---|---|
| limit | number | Maximum results to return (default 30). |
| query* | string | Search text — matches by entity id (prefix) and name (contains). |
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum results to return (default 30)."
},
"query": {
"type": "string",
"description": "Search text — matches by entity id (prefix) and name (contains)."
}
}
}Mark an issued invoice as Sent to the customer. The invoice must already be in Issued status. Returns a preview unless confirm=true is set.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| invoice_id* | string | Id of the issued invoice to mark as sent. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"invoice_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"invoice_id": {
"type": "string",
"description": "Id of the issued invoice to mark as sent."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Set the organization-level budget alert thresholds. budget_warning_threshold_percent is the utilization % at which a project is flagged At-Risk; budget_critical_threshold_percent is the % at which it is flagged Over-Budget. The warning threshold must be strictly less than the critical threshold. Supply one or both — only the fields you provide are changed (PATCH semantics). The organization is fixed by your context — never pass an organization id.
| Argument | Type | Description |
|---|---|---|
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| budget_warning_threshold_percent | integer | Utilization % at which a project is flagged At-Risk (must be less than the critical threshold, 1-99). |
| budget_critical_threshold_percent | integer | Utilization % at which a project is flagged Over-Budget (must be greater than the warning threshold, 2-100). |
{
"type": "object",
"properties": {
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"budget_warning_threshold_percent": {
"type": "integer",
"description": "Utilization % at which a project is flagged At-Risk (must be less than the critical threshold, 1-99)."
},
"budget_critical_threshold_percent": {
"type": "integer",
"description": "Utilization % at which a project is flagged Over-Budget (must be greater than the warning threshold, 2-100)."
}
}
}Set the value of a custom field on a specific entity (a project, task, subtask, time report, or customer). The custom field must already be defined for that entity type. The organization is fixed by your context. You must have permission to update the target entity.
| Argument | Type | Description |
|---|---|---|
| value* | string | The value to set, as a string. It is validated/coerced to the field's declared type (Number, Date, DateTime, or one of the list options). |
| entity* | string | The entity type (required). One of: billing_projects, billing_tasks, billing_sub_tasks, sub_tasks_time_reports, billing_customers. |
| field_id* | string | The field_id of the custom field definition (required). Must be defined for this entity type. |
| entity_id* | string | Id of the specific entity instance to set the value on (required). Must be in your organization. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"entity",
"entity_id",
"field_id",
"value"
],
"properties": {
"value": {
"type": "string",
"description": "The value to set, as a string. It is validated/coerced to the field's declared type (Number, Date, DateTime, or one of the list options)."
},
"entity": {
"enum": [
"billing_projects",
"billing_tasks",
"billing_sub_tasks",
"sub_tasks_time_reports",
"billing_customers"
],
"type": "string",
"description": "The entity type (required). One of: billing_projects, billing_tasks, billing_sub_tasks, sub_tasks_time_reports, billing_customers."
},
"field_id": {
"type": "string",
"description": "The field_id of the custom field definition (required). Must be defined for this entity type."
},
"entity_id": {
"type": "string",
"description": "Id of the specific entity instance to set the value on (required). Must be in your organization."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Create or update a named organization-level work schedule (a weekly working-time profile). Provide schedule_id to update an existing one, or omit it to create a new one. weekly_schedule is a JSON object mapping lowercase day names to a working window, e.g. {"monday":{"start":"09:00","end":"18:00"},"saturday":null}. The organization is fixed by your context. On update, only the fields you supply are changed.
| Argument | Type | Description |
|---|---|---|
| name | string | Schedule name (required when creating). |
| notes | string | Optional free-text notes. |
| is_active | boolean | Whether the profile is active. Defaults to true on create. |
| schedule_id | string | Id of an existing schedule to UPDATE. Omit to CREATE a new one. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| weekly_schedule | string | A JSON object (as a string) mapping lowercase day names (sunday..saturday) to a {"start":"HH:mm","end":"HH:mm"} window, or null for a non-working day. Example: {"monday":{"start":"09:00","end":"18:00"},"sunday":null}. |
| first_day_of_week | integer | First day of the week: 0=Sunday .. 6=Saturday (1=Monday default). |
Set the internal hourly COST rate for one member of your organization (used for profit/margin reporting). The organization is fixed by your context - never pass an organization id. You cannot set your own cost rate. The rate value is never echoed back.
| Argument | Type | Description |
|---|---|---|
| user_id* | string | Id (or Firebase UID) of the member whose cost rate is being set (required). Must be a member of your organization; cannot be yourself. |
| currency | string | Optional ISO 4217 currency code (e.g. USD, EUR). Defaults to USD. |
| hourly_rate* | number | The hourly cost rate, a positive number (required). |
| effective_to | string | Optional date this rate stops applying (YYYY-MM-DD). Omit for an open-ended rate. |
| effective_from | string | Optional date this rate takes effect (YYYY-MM-DD). Defaults to today. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"user_id",
"hourly_rate"
],
"properties": {
"user_id": {
"type": "string",
"description": "Id (or Firebase UID) of the member whose cost rate is being set (required). Must be a member of your organization; cannot be yourself."
},
"currency": {
"type": "string",
"description": "Optional ISO 4217 currency code (e.g. USD, EUR). Defaults to USD."
},
"hourly_rate": {
"type": "number",
"description": "The hourly cost rate, a positive number (required)."
},
"effective_to": {
"type": "string",
"description": "Optional date this rate stops applying (YYYY-MM-DD). Omit for an open-ended rate."
},
"effective_from": {
"type": "string",
"description": "Optional date this rate takes effect (YYYY-MM-DD). Defaults to today."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Start (or replace) your running timer on a subtask. There is at most one running timer per user; starting a new one replaces any existing. Stop it later with stop_timer to create a Draft time entry, or cancel it with cancel_timer to discard it. Supply subtask_id.
| Argument | Type | Description |
|---|---|---|
| subtask_id* | string | Id of the subtask to track time against. |
| description | string | Optional description of the work being tracked. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"subtask_id"
],
"properties": {
"subtask_id": {
"type": "string",
"description": "Id of the subtask to track time against."
},
"description": {
"type": "string",
"description": "Optional description of the work being tracked."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Stop your running timer. The elapsed time is computed and a Draft time entry is created automatically. Returns the created time entry. No arguments needed.
| Argument | Type | Description |
|---|---|---|
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"properties": {
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Submit your time entries for a given month for manager approval. Draft and Rejected entries in the month are transitioned to Submitted. A billing-closed month cannot be submitted. Supply year and month (1-12).
| Argument | Type | Description |
|---|---|---|
| year* | integer | Calendar year of the month to submit (e.g. 2026). |
| month* | integer | Calendar month to submit (1-12). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"year",
"month"
],
"properties": {
"year": {
"type": "integer",
"description": "Calendar year of the month to submit (e.g. 2026)."
},
"month": {
"type": "integer",
"description": "Calendar month to submit (1-12)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Look up the official public/national holidays for a country (ISO-2 code, e.g. US, IL, GB) and year from an authoritative public source (Hebcal for Israel, Nager.Date for everywhere else). Returns a DRAFT list of holiday dates: each is either a full day off or a half/partial working day (with a start/end working window). Use this to PROPOSE a holiday profile — never invent holiday dates from memory. The dates returned are authoritative for that exact year.
| Argument | Type | Description |
|---|---|---|
| year* | integer | The calendar year to look up holidays for (e.g. 2026). |
| country* | string | ISO-2 country code (two letters), e.g. "US", "IL", "GB", "DE". |
{
"type": "object",
"required": [
"country",
"year"
],
"properties": {
"year": {
"type": "integer",
"description": "The calendar year to look up holidays for (e.g. 2026)."
},
"country": {
"type": "string",
"description": "ISO-2 country code (two letters), e.g. \"US\", \"IL\", \"GB\", \"DE\"."
}
}
}Reverse the most-recent write-off on a time report, restoring the written-off hours to the billable pool. The billing month must still be open. Requires Finance role or above.
| Argument | Type | Description |
|---|---|---|
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| time_report_id* | string | ID of the time report whose most-recent write-off should be reversed (required). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"time_report_id"
],
"properties": {
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"time_report_id": {
"type": "string",
"description": "ID of the time report whose most-recent write-off should be reversed (required)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Update an existing custom field definition (title, type, options, or mandatory flag) in your organization. The organization is fixed by your context. You cannot change a field's field_id or the entity it applies to. Only the properties you supply are changed.
| Argument | Type | Description |
|---|---|---|
| type | string | New field data type. One of: String, Number, Date, DateTime, ListOfValues. |
| title | string | New human-readable label. |
| is_mandatory | boolean | Whether a value is required when creating/updating the entity. |
| list_of_values | array | New options (for a ListOfValues field; at least one non-blank option). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| field_definition_id* | string | Id of the custom field definition to update (required). Must belong to your organization. |
{
"type": "object",
"required": [
"field_definition_id"
],
"properties": {
"type": {
"enum": [
"String",
"Number",
"Date",
"DateTime",
"ListOfValues"
],
"type": "string",
"description": "New field data type. One of: String, Number, Date, DateTime, ListOfValues."
},
"title": {
"type": "string",
"description": "New human-readable label."
},
"is_mandatory": {
"type": "boolean",
"description": "Whether a value is required when creating/updating the entity."
},
"list_of_values": {
"type": "array",
"items": {
"type": "string"
},
"description": "New options (for a ListOfValues field; at least one non-blank option)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"field_definition_id": {
"type": "string",
"description": "Id of the custom field definition to update (required). Must belong to your organization."
}
}
}Update an existing billing customer in your organization. Only the fields you provide are changed; everything else is left as-is (PATCH semantics). Discover ids with find_billing_work - never ask the user for an id.
| Argument | Type | Description |
|---|---|---|
| name | string | New customer name (2-50 characters). |
| status | string | Customer status. One of: Active, Inactive. |
| country | string | Customer country. |
| currency | string | ISO 4217 currency code (e.g. USD, EUR). |
| customer_id* | string | Id of the customer to update (required). Must be a customer in your organization. |
| description | string | Customer description (max 200 characters). |
| contact_name | string | Primary contact person name. |
| contact_email | string | Primary contact email address. |
| contact_phone | string | Primary contact phone number. |
| idempotency_key |
Update editable fields on a DRAFT invoice (notes, internal notes, payment terms, payment instructions, due date, purchase order number). Only valid while the invoice is still a Draft.
| Argument | Type | Description |
|---|---|---|
| notes | string | Notes to appear on the invoice. |
| due_date | string | Due date override (ISO 8601). |
| invoice_id* | string | Id of the draft invoice to update. |
| payment_terms | string | Payment terms, e.g. "Net 30". |
| internal_notes | string | Internal notes (not on the printed invoice). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| payment_instructions | string | Bank / payment instructions for the customer. |
| purchase_order_number | string | Customer PO number to reference on the invoice. |
{
"type": "object",
"required": [
"invoice_id"
],
"properties": {
"notes": {
"type": "string",
"description": "Notes to appear on the invoice."
},
"due_date": {
"type": "string",
"description": "Due date override (ISO 8601)."
},
"invoice_id": {
"type": "string",
"description": "Id of the draft invoice to update."
},
"payment_terms": {
"type": "string",
"description": "Payment terms, e.g. \"Net 30\"."
},
"internal_notes": {
"type": "string",
"description": "Internal notes (not on the printed invoice)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"payment_instructions": {
"type": "string",
"description": "Bank / payment instructions for the customer."
},
"purchase_order_number": {
"type": "string",
"description": "Customer PO number to reference on the invoice."
}
}
}Update an Open frame order's editable fields (reference, description, caps, dates, currency, notes). Closed frame orders cannot be edited; use this only for Open frame orders.
| Argument | Type | Description |
|---|---|---|
| notes | string | Updated free-text notes (max 2000 chars). |
| currency | string | Updated ISO 4217 currency code (e.g. USD). |
| end_date | string | Updated end date (YYYY-MM-DD, >= start_date), or omit to clear. |
| reference* | string | New unique reference string for this (org, customer), max 100 chars. |
| start_date | string | Updated start date (YYYY-MM-DD), or omit to clear. |
| description | string | Updated description (max 500 chars). |
| total_hours | number | Updated contracted hours cap (must be > 0, or omit/null to clear). |
| total_amount | number | Updated contracted amount cap (must be > 0, or omit/null to clear). |
| frame_order_id* | string |
Update an existing holiday profile in your organization (name, holiday list, default-for-countries, active flag, or notes). The organization is fixed by your context. A profile's year cannot be changed. Only the fields you supply are changed; supplying holidays REPLACES the profile's holiday list. Holiday dates must fall within the profile's year.
| Argument | Type | Description |
|---|---|---|
| name | string | New profile name. |
| notes | string | Optional free-text notes. |
| holidays | string | A JSON array (as a string) that REPLACES the profile's holidays, each: {"date":"YYYY-MM-DD","name":"...","full_day_off":true|false,"window_start":"HH:mm","window_end":"HH:mm"}. Dates must be within the profile's year. |
| is_active | boolean | Whether the profile is active. |
| profile_id* | string | Id of the holiday profile to update (required). Must belong to your organization. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| default_for_countries | string | Optional comma-separated ISO-2 country codes this profile is the default for, e.g. "US,CA". |
Update core settings for your organization: name, country, default_time_zone, base_currency, first_day_of_month (1-28), auto_close_month_after_days, and the budget alert thresholds (budget_warning_threshold_percent must be less than budget_critical_threshold_percent). The organization is fixed by your context - never pass an organization id. Only the fields you provide are changed; everything else is left as-is.
| Argument | Type | Description |
|---|---|---|
| name | string | Organization display name. |
| country | string | Organization country. |
| base_currency | string | Base ISO 4217 currency code (e.g. USD, EUR). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| default_time_zone | string | Default IANA/Windows time zone id (e.g. America/New_York). |
| first_day_of_month | integer | Day the billing month starts (1-28). |
| auto_close_month_after_days | integer | Auto-close a month this many days after it ends (0 = never). |
| budget_warning_threshold_percent | integer |
Update an existing billing project in your organization. Only the fields you provide are changed (PATCH semantics). You can rename the project, update its description, change its status, toggle which billing types are allowed (TM/Fix/OVH), and set per-type hour limits. Discover ids with find_billing_work - never ask the user for an id.
| Argument | Type | Description |
|---|---|---|
| name | string | New project name. |
| status | string | Project status. One of: Active, OnHold, Completed, Cancelled. |
| project_id* | string | Id of the project to update (required). Must be a project in your organization. |
| description | string | Project description (max 500 characters). |
| billing_types | string | Comma-separated list of billing types to allow on this project. One or more of: TM, Fix, OVH. Replaces the entire set — include all types you want to keep. |
| tm_hour_limit | integer | T&M (Time & Materials) hour limit for this project (0 = unlimited). |
| fix_hour_limit | integer | Fixed-price hour limit for this project (0 = unlimited). |
| ovh_hour_limit | integer | Overhead hour limit for this project (0 = unlimited). |
Update an existing scheduled report definition. Only the fields you provide are changed; unspecified fields keep their current values.
| Argument | Type | Description |
|---|---|---|
| id* | string | Id of the scheduled report to update. |
| name | string | New name (optional). |
| format | string | New format: pdf or csv (optional). |
| cadence | string | New cadence: Daily, Weekly, or Monthly (optional). |
| is_active | boolean | Enable (true) or disable (false) the schedule (optional). |
| recipients | string | New comma-separated recipient emails (optional). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Id of the scheduled report to update."
},
"name": {
"type": "string",
"description": "New name (optional)."
},
"format": {
"type": "string",
"description": "New format: pdf or csv (optional)."
},
"cadence": {
"type": "string",
"description": "New cadence: Daily, Weekly, or Monthly (optional)."
},
"is_active": {
"type": "boolean",
"description": "Enable (true) or disable (false) the schedule (optional)."
},
"recipients": {
"type": "string",
"description": "New comma-separated recipient emails (optional)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Update an existing subtask in your organization. Only the fields you provide are changed (PATCH semantics). You can rename the subtask, update its description, change its status, billing type, and set an hour limit. Discover ids with find_billing_work - never ask the user for an id.
| Argument | Type | Description |
|---|---|---|
| name | string | New subtask name. |
| status | string | Subtask status. One of: Active, Inactive, Completed. |
| hour_limit | integer | Hour limit for this subtask (0 = unlimited). Validated against the parent task's limit for the subtask's billing type. |
| subtask_id* | string | Id of the subtask to update (required). Must be a subtask in your organization. |
| description | string | Subtask description. |
| billing_type | string | Billing type for this subtask. One of: TM, Fix, OVH. Must be allowed by the parent task. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"subtask_id"
],
"properties": {
"name": {
"type": "string",
"description": "New subtask name."
},
"status": {
"enum": [
"Active",
"Inactive",
"Completed"
],
"type": "string",
"description": "Subtask status. One of: Active, Inactive, Completed."
},
"hour_limit": {
"type": "integer",
"description": "Hour limit for this subtask (0 = unlimited). Validated against the parent task's limit for the subtask's billing type."
},
"subtask_id": {
"type": "string",
"description": "Id of the subtask to update (required). Must be a subtask in your organization."
},
"description": {
"type": "string",
"description": "Subtask description."
},
"billing_type": {
"enum": [
"TM",
"Fix",
"OVH"
],
"type": "string",
"description": "Billing type for this subtask. One of: TM, Fix, OVH. Must be allowed by the parent task."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Update an existing task in your organization. Only the fields you provide are changed (PATCH semantics). You can rename the task, update its description, change its status, and set per-type hour limits. Discover ids with find_billing_work - never ask the user for an id.
| Argument | Type | Description |
|---|---|---|
| name | string | New task name. |
| status | string | Task status. One of: Active, Inactive, Completed. |
| task_id* | string | Id of the task to update (required). Must be a task in your organization. |
| description | string | Task description. |
| tm_hour_limit | integer | T&M (Time & Materials) hour limit for this task (0 = unlimited). |
| fix_hour_limit | integer | Fixed-price hour limit for this task (0 = unlimited). |
| ovh_hour_limit | integer | Overhead hour limit for this task (0 = unlimited). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
Update fields on one of your own time entries (PATCH — only the fields you supply are changed; everything else is left as-is). Supply the time_report_id plus any combination of date, start_time, hours, and text.
| Argument | Type | Description |
|---|---|---|
| date | string | New date (ISO 8601 YYYY-MM-DD). |
| text | string | New description (max 1000 characters). |
| hours | number | New duration in hours (> 0 and ≤ 24). |
| start_time | string | New start time in 24-h HH:mm. |
| time_report_id* | string | Id of the time entry to update: the time_report_id list_my_time_entries returns for it. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"time_report_id"
],
"properties": {
"date": {
"type": "string",
"description": "New date (ISO 8601 YYYY-MM-DD)."
},
"text": {
"type": "string",
"description": "New description (max 1000 characters)."
},
"hours": {
"type": "number",
"description": "New duration in hours (> 0 and ≤ 24)."
},
"start_time": {
"type": "string",
"description": "New start time in 24-h HH:mm."
},
"time_report_id": {
"type": "string",
"description": "Id of the time entry to update: the time_report_id list_my_time_entries returns for it."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Update your own UI preferences: default time-entry view, sub-views, theme, and time format. Only the fields you provide are changed (PATCH semantics). Applies to your account globally across all organizations. The user is fixed by your context — you can only change your own preferences.
| Argument | Type | Description |
|---|---|---|
| time_format | string | Clock format. One of: 12h, 24h. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
| theme_preference | string | UI theme preference. One of: light, dark, system. |
| default_day_sub_view | string | Default sub-view for the day view. One of: timeline, list, stats, table. |
| default_week_sub_view | string | Default sub-view for the week view. One of: calendar, list, timeline. |
| default_month_sub_view | string | Default sub-view for the month view. One of: calendar, list, timeline. |
| default_time_entry_view | string | Default time-entry view. One of: day, week, month. |
{
"type": "object",
"properties": {
"time_format": {
"enum": [
"12h",
"24h"
],
"type": "string",
"description": "Clock format. One of: 12h, 24h."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"theme_preference": {
"enum": [
"light",
"dark",
"system"
],
"type": "string",
"description": "UI theme preference. One of: light, dark, system."
},
"default_day_sub_view": {
"enum": [
"timeline",
"list",
"stats",
"table"
],
"type": "string",
"description": "Default sub-view for the day view. One of: timeline, list, stats, table."
},
"default_week_sub_view": {
"enum": [
"calendar",
"list",
"timeline"
],
"type": "string",
"description": "Default sub-view for the week view. One of: calendar, list, timeline."
},
"default_month_sub_view": {
"enum": [
"calendar",
"list",
"timeline"
],
"type": "string",
"description": "Default sub-view for the month view. One of: calendar, list, timeline."
},
"default_time_entry_view": {
"enum": [
"day",
"week",
"month"
],
"type": "string",
"description": "Default time-entry view. One of: day, week, month."
}
}
}Update a team member's organization-profile fields: first name, last name, country, timezone, and job title. Only the fields you provide are changed (PATCH semantics). Role changes are not supported here — use the dedicated role-change tool. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself.
| Argument | Type | Description |
|---|---|---|
| country | string | Updated country. |
| timezone | string | Updated timezone (IANA or Windows id). |
| job_title | string | Updated job title. |
| last_name | string | Updated last name. |
| first_name | string | Updated first name. |
| org_user_id* | string | Id of the OrganizationUser to update. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"org_user_id"
],
"properties": {
"country": {
"type": "string",
"description": "Updated country."
},
"timezone": {
"type": "string",
"description": "Updated timezone (IANA or Windows id)."
},
"job_title": {
"type": "string",
"description": "Updated job title."
},
"last_name": {
"type": "string",
"description": "Updated last name."
},
"first_name": {
"type": "string",
"description": "Updated first name."
},
"org_user_id": {
"type": "string",
"description": "Id of the OrganizationUser to update."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Record that a time-entry favorite was used, incrementing its use count and updating last-used timestamp.
| Argument | Type | Description |
|---|---|---|
| favorite_id* | string | Id of the favorite to record usage for. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"favorite_id"
],
"properties": {
"favorite_id": {
"type": "string",
"description": "Id of the favorite to record usage for."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}Validate a bulk-import CSV without persisting anything. Returns row-level errors and a summary so you can fix the file before calling commit_import.
| Argument | Type | Description |
|---|---|---|
| csv_content* | string | The CSV content to validate (use the template from get_import_template). |
{
"type": "object",
"required": [
"csv_content"
],
"properties": {
"csv_content": {
"type": "string",
"description": "The CSV content to validate (use the template from get_import_template)."
}
}
}Void an issued invoice (reason required): releases source hours back to Approved and retains the immutable void record. IRREVERSIBLE. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit.
| Argument | Type | Description |
|---|---|---|
| reason* | string | Required reason for voiding (recorded in the audit trail). |
| invoice_id* | string | Id of the issued invoice to void. |
| confirm_token | string | Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes. |
| idempotency_key | string | Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"invoice_id",
"reason"
],
"properties": {
"reason": {
"type": "string",
"description": "Required reason for voiding (recorded in the audit trail)."
},
"invoice_id": {
"type": "string",
"description": "Id of the issued invoice to void."
},
"confirm_token": {
"type": "string",
"description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
},
"idempotency_key": {
"type": "string",
"description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
}
}
}Write off hours from an approved time report, removing them from the billable pool without invoicing (e.g. discounts or goodwill). Requires Finance role or above.
| Argument | Type | Description |
|---|---|---|
| hours* | number | Number of hours to write off (required, must be > 0 and ≤ remaining billable hours). |
| reason* | string | Reason for the write-off (required). |
| confirm | boolean | Set true to perform the action. Omit or false returns a preview only — nothing is written. |
| time_report_id* | string | ID of the approved time report to write off hours from (required). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"time_report_id",
"hours",
"reason"
],
"properties": {
"hours": {
"type": "number",
"description": "Number of hours to write off (required, must be > 0 and ≤ remaining billable hours)."
},
"reason": {
"type": "string",
"description": "Reason for the write-off (required)."
},
"confirm": {
"type": "boolean",
"description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
},
"time_report_id": {
"type": "string",
"description": "ID of the approved time report to write off hours from (required)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}| Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"entity",
"field_id",
"title",
"type"
],
"properties": {
"type": {
"enum": [
"String",
"Number",
"Date",
"DateTime",
"ListOfValues"
],
"type": "string",
"description": "Field data type (required). One of: String, Number, Date, DateTime, ListOfValues."
},
"title": {
"type": "string",
"description": "Human-readable label shown in the UI (required)."
},
"entity": {
"enum": [
"billing_projects",
"billing_tasks",
"billing_sub_tasks",
"sub_tasks_time_reports",
"billing_customers"
],
"type": "string",
"description": "The entity type this field is defined on (required). One of: billing_projects, billing_tasks, billing_sub_tasks, sub_tasks_time_reports, billing_customers."
},
"field_id": {
"type": "string",
"description": "A unique, stable key for the field (required, max 50 chars), e.g. \"po_number\"."
},
"is_mandatory": {
"type": "boolean",
"description": "Whether a value is required when creating/updating the entity. Defaults to false."
},
"list_of_values": {
"type": "array",
"items": {
"type": "string"
},
"description": "Options for a ListOfValues field (required for that type; at least one non-blank option)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}| number |
| Optional contracted amount cap (must be > 0). |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"customer_id",
"reference"
],
"properties": {
"notes": {
"type": "string",
"description": "Optional free-text notes (max 2000 chars)."
},
"currency": {
"type": "string",
"description": "ISO 4217 currency code (e.g. USD). Defaults to the customer's currency when omitted."
},
"end_date": {
"type": "string",
"description": "Optional end date in YYYY-MM-DD format (must be >= start_date)."
},
"reference": {
"type": "string",
"description": "Unique reference string per (org, customer), e.g. 'PO-2026-001'. Max 100 chars."
},
"start_date": {
"type": "string",
"description": "Optional start date in YYYY-MM-DD format."
},
"customer_id": {
"type": "string",
"description": "Id of the customer this frame order belongs to."
},
"description": {
"type": "string",
"description": "Optional human-readable description (max 500 chars)."
},
"total_hours": {
"type": "number",
"description": "Optional contracted hours cap (must be > 0)."
},
"total_amount": {
"type": "number",
"description": "Optional contracted amount cap (must be > 0)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}| boolean |
| Optional. Set this profile as the organization's default holiday set for its year. |
| default_for_countries | string | Optional comma-separated ISO-2 country codes this profile is the country-default for (for its year), e.g. "US" or "US,CA". |
{
"type": "object",
"required": [
"name",
"year",
"holidays"
],
"properties": {
"name": {
"type": "string",
"description": "A descriptive profile name, e.g. \"US Holidays 2026\" or \"Israel 2026\"."
},
"year": {
"type": "integer",
"description": "The calendar year this profile governs (e.g. 2026). It applies only to its year."
},
"notes": {
"type": "string",
"description": "Optional free-text notes about this profile."
},
"source": {
"type": "string",
"description": "Provenance of the dates: \"hebcal\", \"nager\", \"manual\", or \"ai\". Use the source returned by suggest_holiday_profile."
},
"holidays": {
"type": "string",
"description": "A JSON array (as a string) of the confirmed holidays, each an object: {\"date\":\"YYYY-MM-DD\",\"name\":\"...\",\"full_day_off\":true|false,\"window_start\":\"HH:mm\",\"window_end\":\"HH:mm\"}. Dates must be within the profile's year. full_day_off=false means a half/partial working day — include window_start/window_end; otherwise omit them. Example: [{\"date\":\"2026-01-01\",\"name\":\"New Year's Day\",\"full_day_off\":true},{\"date\":\"2026-04-01\",\"name\":\"Erev Pesach\",\"full_day_off\":false,\"window_start\":\"08:00\",\"window_end\":\"13:00\"}]"
},
"set_as_default": {
"type": "boolean",
"description": "Optional. Set this profile as the organization's default holiday set for its year."
},
"default_for_countries": {
"type": "string",
"description": "Optional comma-separated ISO-2 country codes this profile is the country-default for (for its year), e.g. \"US\" or \"US,CA\"."
}
}
}{
"type": "object",
"required": [
"subtask_id",
"date",
"hours"
],
"properties": {
"date": {
"type": "string",
"description": "Date of the work (ISO 8601 YYYY-MM-DD, e.g. 2026-01-15)."
},
"text": {
"type": "string",
"description": "Optional description of the work performed (max 1000 characters)."
},
"hours": {
"type": "number",
"description": "Hours worked (> 0 and ≤ 24)."
},
"start_time": {
"type": "string",
"description": "Optional start time in 24-h HH:mm. When omitted, the entry starts right after your last entry that day, counting entries on cards still waiting for confirmation (09:00 on a day with nothing logged). To change a card that is still waiting for confirmation, propose its change in full (every entry it holds, each at the start_time it has there; a batch card with bulk_create_time_reports) and tell the user to cancel the old card."
},
"subtask_id": {
"type": "string",
"description": "Id of the subtask to log time against."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}{
"type": "object",
"required": [
"customer_id",
"period_start",
"period_end"
],
"properties": {
"notes": {
"type": "string",
"description": "Optional notes to include on the invoice."
},
"due_date": {
"type": "string",
"description": "Optional explicit due date (ISO 8601). Overrides payment_terms-based calculation."
},
"grouping": {
"type": "string",
"description": "How to group approved hours into line items: \"project\" (default) or \"task\"."
},
"period_end": {
"type": "string",
"description": "Billing period end date (ISO 8601, e.g. 2026-05-31)."
},
"customer_id": {
"type": "string",
"description": "Id of the customer to invoice."
},
"period_start": {
"type": "string",
"description": "Billing period start date (ISO 8601, e.g. 2026-05-01)."
},
"payment_terms": {
"type": "string",
"description": "Payment terms string, e.g. \"Net 30\" (default)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}| default_for_countries |
| string |
| Optional comma-separated ISO-2 country codes this profile is the default for, e.g. "US,CA". |
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Schedule name (required when creating)."
},
"notes": {
"type": "string",
"description": "Optional free-text notes."
},
"is_active": {
"type": "boolean",
"description": "Whether the profile is active. Defaults to true on create."
},
"schedule_id": {
"type": "string",
"description": "Id of an existing schedule to UPDATE. Omit to CREATE a new one."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"weekly_schedule": {
"type": "string",
"description": "A JSON object (as a string) mapping lowercase day names (sunday..saturday) to a {\"start\":\"HH:mm\",\"end\":\"HH:mm\"} window, or null for a non-working day. Example: {\"monday\":{\"start\":\"09:00\",\"end\":\"18:00\"},\"sunday\":null}."
},
"first_day_of_week": {
"type": "integer",
"description": "First day of the week: 0=Sunday .. 6=Saturday (1=Monday default)."
},
"default_for_countries": {
"type": "string",
"description": "Optional comma-separated ISO-2 country codes this profile is the default for, e.g. \"US,CA\"."
}
}
}| string |
| Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"customer_id"
],
"properties": {
"name": {
"type": "string",
"description": "New customer name (2-50 characters)."
},
"status": {
"enum": [
"Active",
"Inactive"
],
"type": "string",
"description": "Customer status. One of: Active, Inactive."
},
"country": {
"type": "string",
"description": "Customer country."
},
"currency": {
"type": "string",
"description": "ISO 4217 currency code (e.g. USD, EUR)."
},
"customer_id": {
"type": "string",
"description": "Id of the customer to update (required). Must be a customer in your organization."
},
"description": {
"type": "string",
"description": "Customer description (max 200 characters)."
},
"contact_name": {
"type": "string",
"description": "Primary contact person name."
},
"contact_email": {
"type": "string",
"description": "Primary contact email address."
},
"contact_phone": {
"type": "string",
"description": "Primary contact phone number."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}| Id of the frame order to update. |
| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"frame_order_id",
"reference"
],
"properties": {
"notes": {
"type": "string",
"description": "Updated free-text notes (max 2000 chars)."
},
"currency": {
"type": "string",
"description": "Updated ISO 4217 currency code (e.g. USD)."
},
"end_date": {
"type": "string",
"description": "Updated end date (YYYY-MM-DD, >= start_date), or omit to clear."
},
"reference": {
"type": "string",
"description": "New unique reference string for this (org, customer), max 100 chars."
},
"start_date": {
"type": "string",
"description": "Updated start date (YYYY-MM-DD), or omit to clear."
},
"description": {
"type": "string",
"description": "Updated description (max 500 chars)."
},
"total_hours": {
"type": "number",
"description": "Updated contracted hours cap (must be > 0, or omit/null to clear)."
},
"total_amount": {
"type": "number",
"description": "Updated contracted amount cap (must be > 0, or omit/null to clear)."
},
"frame_order_id": {
"type": "string",
"description": "Id of the frame order to update."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}{
"type": "object",
"required": [
"profile_id"
],
"properties": {
"name": {
"type": "string",
"description": "New profile name."
},
"notes": {
"type": "string",
"description": "Optional free-text notes."
},
"holidays": {
"type": "string",
"description": "A JSON array (as a string) that REPLACES the profile's holidays, each: {\"date\":\"YYYY-MM-DD\",\"name\":\"...\",\"full_day_off\":true|false,\"window_start\":\"HH:mm\",\"window_end\":\"HH:mm\"}. Dates must be within the profile's year."
},
"is_active": {
"type": "boolean",
"description": "Whether the profile is active."
},
"profile_id": {
"type": "string",
"description": "Id of the holiday profile to update (required). Must belong to your organization."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"default_for_countries": {
"type": "string",
"description": "Optional comma-separated ISO-2 country codes this profile is the default for, e.g. \"US,CA\"."
}
}
}| Utilization % at which a project is flagged At-Risk (must be less than the critical threshold). |
| budget_critical_threshold_percent | integer | Utilization % at which a project is flagged Over-Budget (must be greater than the warning threshold). |
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Organization display name."
},
"country": {
"type": "string",
"description": "Organization country."
},
"base_currency": {
"type": "string",
"description": "Base ISO 4217 currency code (e.g. USD, EUR)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
},
"default_time_zone": {
"type": "string",
"description": "Default IANA/Windows time zone id (e.g. America/New_York)."
},
"first_day_of_month": {
"type": "integer",
"description": "Day the billing month starts (1-28)."
},
"auto_close_month_after_days": {
"type": "integer",
"description": "Auto-close a month this many days after it ends (0 = never)."
},
"budget_warning_threshold_percent": {
"type": "integer",
"description": "Utilization % at which a project is flagged At-Risk (must be less than the critical threshold)."
},
"budget_critical_threshold_percent": {
"type": "integer",
"description": "Utilization % at which a project is flagged Over-Budget (must be greater than the warning threshold)."
}
}
}| idempotency_key | string | Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice. |
{
"type": "object",
"required": [
"project_id"
],
"properties": {
"name": {
"type": "string",
"description": "New project name."
},
"status": {
"enum": [
"Active",
"OnHold",
"Completed",
"Cancelled"
],
"type": "string",
"description": "Project status. One of: Active, OnHold, Completed, Cancelled."
},
"project_id": {
"type": "string",
"description": "Id of the project to update (required). Must be a project in your organization."
},
"description": {
"type": "string",
"description": "Project description (max 500 characters)."
},
"billing_types": {
"type": "string",
"description": "Comma-separated list of billing types to allow on this project. One or more of: TM, Fix, OVH. Replaces the entire set — include all types you want to keep."
},
"tm_hour_limit": {
"type": "integer",
"description": "T&M (Time & Materials) hour limit for this project (0 = unlimited)."
},
"fix_hour_limit": {
"type": "integer",
"description": "Fixed-price hour limit for this project (0 = unlimited)."
},
"ovh_hour_limit": {
"type": "integer",
"description": "Overhead hour limit for this project (0 = unlimited)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}{
"type": "object",
"required": [
"task_id"
],
"properties": {
"name": {
"type": "string",
"description": "New task name."
},
"status": {
"enum": [
"Active",
"Inactive",
"Completed"
],
"type": "string",
"description": "Task status. One of: Active, Inactive, Completed."
},
"task_id": {
"type": "string",
"description": "Id of the task to update (required). Must be a task in your organization."
},
"description": {
"type": "string",
"description": "Task description."
},
"tm_hour_limit": {
"type": "integer",
"description": "T&M (Time & Materials) hour limit for this task (0 = unlimited)."
},
"fix_hour_limit": {
"type": "integer",
"description": "Fixed-price hour limit for this task (0 = unlimited)."
},
"ovh_hour_limit": {
"type": "integer",
"description": "Overhead hour limit for this task (0 = unlimited)."
},
"idempotency_key": {
"type": "string",
"description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
}
}
}