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workload.zero

Working Security A

de.workloadzero/mcpv1.0.3 Domain verified

Back office, projects, hiring and CRM in one suite. Claude's work stays a draft until you approve.

Productivity Sales & CRM

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Registry entry

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{
  "_meta": {
    "io.modelcontextprotocol.registry/official": {
      "status": "active",
      "isLatest": true,
      "updatedAt": "2026-11-04T16:04:24.389676Z",
      "publishedAt": "2026-11-04T16:04:24.389676Z",
      "statusChangedAt": "2026-11-04T16:04:24.389676Z"
    }
  },
  "server": {
    "name": "de.workloadzero/mcp",
    "icons": [
      {
        "src": "https://mcp.workloadzero.de/favicon.svg",
        "sizes": [
          "any"
        ],
        "mimeType": "image/svg+xml"
      }
    ],
    "title": "workload.zero",
    "$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
    "remotes": [
      {
        "url": "https://mcp.workloadzero.de/mcp",
        "type": "streamable-http"
      }
    ],
    "version": "1.0.3",
    "repository": {
      "url": "https://github.com/getitdone-gmbh/workload-zero-mcp",
      "source": "github"
    },
    "websiteUrl": "https://workloadzero.de/en/",
    "description": "Back office, projects, hiring and CRM in one suite. Claude's work stays a draft until you approve."
  }
}

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https://mcp.workloadzero.de/mcp

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Tool list from our last check. Connect live to refresh it.

add_project_member

Add a team member to a project (admin or project manager). teamMemberId comes from list_team_members.

projectIdstring, required

teamMemberIdstring, required

Team member id from list_team_members

capacityPercentagenumber, required

Share of the member's capacity, e.g. 50

rolestring

permissionsarray

weeklyHoursnumber

This tool isn't marked read-only, so it may change something on the server or in an account you connected.

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workload.zero MCP server | mcptry

workload.zero

Working Security A

de.workloadzero/mcpv1.0.3 Domain verified

Back office, projects, hiring and CRM in one suite. Claude's work stays a draft until you approve.

Productivity Sales & CRM

Watch Watch Source Website

Registry entry

Open in the registry

{
  "_meta": {
    "io.modelcontextprotocol.registry/official": {
      "status": "active",
      "isLatest": true,
      "updatedAt": "2026-11-04T16:04:24.389676Z",
      "publishedAt": "2026-11-04T16:04:24.389676Z",
      "statusChangedAt": "2026-11-04T16:04:24.389676Z"
    }
  },
  "server": {
    "name": "de.workloadzero/mcp",
    "icons": [
      {
        "src": "https://mcp.workloadzero.de/favicon.svg",
        "sizes": [
          "any"
        ],
        "mimeType": "image/svg+xml"
      }
    ],
    "title": "workload.zero",
    "$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
    "remotes": [
      {
        "url": "https://mcp.workloadzero.de/mcp",
        "type": "streamable-http"
      }
    ],
    "version": "1.0.3",
    "repository": {
      "url": "https://github.com/getitdone-gmbh/workload-zero-mcp",
      "source": "github"
    },
    "websiteUrl": "https://workloadzero.de/en/",
    "description": "Back office, projects, hiring and CRM in one suite. Claude's work stays a draft until you approve."
  }
}

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Try it

Call this server's tools from your browser. Nothing to install.

https://mcp.workloadzero.de/mcp

Requests go through mcptry because browsers can't call most MCP servers directly. Header values are sent to the server for that request only and are never stored or logged.

Tool list from our last check. Connect live to refresh it.

add_project_member

Add a team member to a project (admin or project manager). teamMemberId comes from list_team_members.

projectIdstring, required

teamMemberIdstring, required

Team member id from list_team_members

capacityPercentagenumber, required

Share of the member's capacity, e.g. 50

rolestring

permissionsarray

weeklyHoursnumber

This tool isn't marked read-only, so it may change something on the server or in an account you connected.

I understand, run it anyway

Tools (149)

add_project_member

Add a team member to a project (admin or project manager). teamMemberId comes from list_team_members.

Argument	Type	Description
role	string
projectId*	string
permissions	array
weeklyHours	number
teamMemberId*	string	Team member id from list_team_members
capacityPercentage*	number	Share of the member's capacity, e.g. 50

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "projectId",
    "teamMemberId",
    "capacityPercentage"
  ],
  "properties": {
    "role": {
      "enum": [
        "lead",
        "member",
        "reviewer"
      ],
      "type": "string"
    },
    "projectId": {
      "type": "string"
    },
    "permissions": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "weeklyHours": {
      "type": "number",
      "minimum": 0
    },
    "teamMemberId": {
      "type": "string",
      "description": "Team member id from list_team_members"
    },
    "capacityPercentage": {
      "type": "number",
      "maximum": 100,
      "minimum": 0,
      "description": "Share of the member's capacity, e.g. 50"
    }
  }
}

add_suppression

Add an email address or a whole domain to the suppression list, e.g. after an unsubscribe, an objection (GDPR Art. 21), an erasure request (Art. 17) or an access request (Art. 15).

Argument	Type	Description
note	string
email	string	Email address to block (give email or domain)
domain	string	Whole domain to block, e.g. example.com (give email or domain)
reason*	string	unsubscribe \| objection (Art. 21) \| erasure (Art. 17) \| access (Art. 15) \| complaint \| bounce \| manual
gdprAccess	boolean	Art. 15 access request received (starts a 1-month answer deadline)
receivedAt	string	ISO 8601 time the request was received (default now)
gdprErasure	boolean	Art. 17 erasure request received
gdprObjection	boolean	Art. 21 objection received

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "reason"
  ],
  "properties": {
    "note": {
      "type": "string"
    },
    "email": {
      "type": "string",
      "description": "Email address to block (give email or domain)"
    },
    "domain": {
      "type": "string",
      "description": "Whole domain to block, e.g. example.com (give email or domain)"
    },
    "reason": {
      "enum": [
        "unsubscribe",
        "objection",
        "erasure",
        "access",
        "complaint",
        "bounce",
        "manual"
      ],
      "type": "string",
      "description": "unsubscribe | objection (Art. 21) | erasure (Art. 17) | access (Art. 15) | complaint | bounce | manual"
    },
    "gdprAccess": {
      "type": "boolean",
      "description": "Art. 15 access request received (starts a 1-month answer deadline)"
    },
    "receivedAt": {
      "type": "string",
      "description": "ISO 8601 time the request was received (default now)"
    },
    "gdprErasure": {
      "type": "boolean",
      "description": "Art. 17 erasure request received"
    },
    "gdprObjection": {
      "type": "boolean",
      "description": "Art. 21 objection received"
    }
  }
}

add_task_comment

Add a comment to a task, optionally with images (each from an https URL or base64). Images are stored in the project files under tasks/<task number>/.

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41
images	array	Up to 5 images, each from sourceUrl or base64
content*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task",
    "content"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    },
    "images": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "base64": {
            "type": "string",
            "description": "File content as base64 (max 5 MB), with or without a data: prefix. Give sourceUrl or base64, not both."
          },
          "fileName": {
            "type": "string",
            "maxLength": 200,
            "description": "File name incl. extension, e.g. screenshot.png. Required with base64."
          },
          "mimeType": {
            "type": "string",
            "description": "e.g. image/png; detected from the content or extension when left out"
          },
          "sourceUrl": {
            "type": "string",
            "description": "Public https URL the server downloads the file from (max 10 MB). Private and internal addresses are refused."
          }
        }
      },
      "maxItems": 5,
      "description": "Up to 5 images, each from sourceUrl or base64"
    },
    "content": {
      "type": "string",
      "maxLength": 5000,
      "minLength": 1
    }
  }
}

add_task_link

Add a link to a task, e.g. the pull request, Figma frame or Jira ticket.

Argument	Type	Description
url*	string
task*	string	Task Mongo id or task number such as ZERO-41
type*	string
title	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task",
    "type",
    "url"
  ],
  "properties": {
    "url": {
      "type": "string",
      "format": "uri"
    },
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    },
    "type": {
      "enum": [
        "figma",
        "github_pr",
        "github_issue",
        "gitlab_mr",
        "jira",
        "confluence",
        "notion",
        "custom"
      ],
      "type": "string"
    },
    "title": {
      "type": "string"
    }
  }
}

assign_task_to_me

Add yourself to the assignees of a task.

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    }
  }
}

attach_file_to_task

Attach an image or file to a task. Give sourceUrl (https) or base64 + fileName, or fileItemId of a file already in workload.zero. The file is stored in the project files under tasks/<task number>/ like in the app; returns a download link.

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41
base64	string	File content as base64 (max 5 MB), with or without a data: prefix. Give sourceUrl or base64, not both.
fileName	string	File name incl. extension, e.g. screenshot.png. Required with base64.
mimeType	string	e.g. image/png; detected from the content or extension when left out
sourceUrl	string	Public https URL the server downloads the file from (max 10 MB). Private and internal addresses are refused.
fileItemId	string	Existing file from list_files/upload_file instead of uploading

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    },
    "base64": {
      "type": "string",
      "description": "File content as base64 (max 5 MB), with or without a data: prefix. Give sourceUrl or base64, not both."
    },
    "fileName": {
      "type": "string",
      "maxLength": 200,
      "description": "File name incl. extension, e.g. screenshot.png. Required with base64."
    },
    "mimeType": {
      "type": "string",
      "description": "e.g. image/png; detected from the content or extension when left out"
    },
    "sourceUrl": {
      "type": "string",
      "description": "Public https URL the server downloads the file from (max 10 MB). Private and internal addresses are refused."
    },
    "fileItemId": {
      "type": "string",
      "description": "Existing file from list_files/upload_file instead of uploading"
    }
  }
}

check_goal_item

Tick or untick one checklist item of a goal (index is 0-based, in the order list_goals shows).

Argument	Type	Description
index*	integer
goalId*	string
checked*	boolean

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "goalId",
    "index",
    "checked"
  ],
  "properties": {
    "index": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0
    },
    "goalId": {
      "type": "string"
    },
    "checked": {
      "type": "boolean"
    }
  }
}

check_suppression

Check whether email addresses are on the suppression list (do-not-contact). ALWAYS call this before sending any outreach email; never email an address reported as suppressed.

read-only

Argument	Type	Description
emails*	array	Email addresses to check (1-1000)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "emails"
  ],
  "properties": {
    "emails": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "maxItems": 1000,
      "minItems": 1,
      "description": "Email addresses to check (1-1000)"
    }
  }
}

complete_goal

Mark a goal as completed. Checklist items keep their own state.

Argument	Type	Description
goalId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "goalId"
  ],
  "properties": {
    "goalId": {
      "type": "string"
    }
  }
}

complete_sales_activity

Mark a sales activity (call, email, meeting, task) as done.

Argument	Type	Description
activityId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "activityId"
  ],
  "properties": {
    "activityId": {
      "type": "string"
    }
  }
}

convert_deal

Convert a deal by ref code (idempotent): stage converted, status won.

Argument	Type	Description
at	string	ISO 8601 conversion timestamp
refCode*	string	6-hex attribution key from itdone.cloud/?ref=
signupRef	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "refCode"
  ],
  "properties": {
    "at": {
      "type": "string",
      "description": "ISO 8601 conversion timestamp"
    },
    "refCode": {
      "type": "string",
      "pattern": "^[0-9a-fA-F]{6}$",
      "description": "6-hex attribution key from itdone.cloud/?ref="
    },
    "signupRef": {
      "type": "string"
    }
  }
}

convert_lead

Convert a lead into a contact (and company), optionally with a new deal.

Argument	Type	Description
leadId*	string
dealTitle	string
dealValue	number
createDeal	boolean

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "leadId"
  ],
  "properties": {
    "leadId": {
      "type": "string"
    },
    "dealTitle": {
      "type": "string"
    },
    "dealValue": {
      "type": "number"
    },
    "createDeal": {
      "type": "boolean"
    }
  }
}

convert_quote_to_invoice

Convert an ACCEPTED quote into a draft invoice (positions 1:1).

destructive

Argument	Type	Description
quoteId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "quoteId"
  ],
  "properties": {
    "quoteId": {
      "type": "string"
    }
  }
}

create_chat

Create a group chat with people (user ids from list_users), optionally tied to projects.

Argument	Type	Description
name*	string
projectIds	array
visibility	string
participantIds*	array

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "name",
    "participantIds"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1
    },
    "projectIds": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "visibility": {
      "enum": [
        "public",
        "private"
      ],
      "type": "string"
    },
    "participantIds": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "minItems": 1
    }
  }
}

create_client

Create a project client (admin or project manager).

Argument	Type	Description
name*	string
email	string
phone	string
company	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1
    },
    "email": {
      "type": "string"
    },
    "phone": {
      "type": "string"
    },
    "company": {
      "type": "string"
    }
  }
}

create_deal

Create a deal. Example: title "Website relaunch Acme", value 24000, stage "proposal", companyId, contactIds.

Argument	Type	Description
tags	array
notes	string
stage	string	e.g. lead, qualified, proposal, negotiation, closed_won, closed_lost
title*	string
value	number
currency	string
companyId	string
contactIds	array
pipelineId	string
probability	number
expectedCloseDate	string	YYYY-MM-DD

Input schema (JSON)

create_folder

Create a folder in a space, optionally inside another folder.

Argument	Type	Description
name*	string
spaceId	string	Project id or chat id; not needed for private
spaceType*	string	private = your own files, project = files of a project, chat = files of a chat
parentFolderId	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "spaceType",
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1
    },
    "spaceId": {
      "type": "string",
      "description": "Project id or chat id; not needed for private"
    },
    "spaceType": {
      "enum": [
        "private",
        "project",
        "chat"
      ],
      "type": "string",
      "description": "private = your own files, project = files of a project, chat = files of a chat"
    },
    "parentFolderId": {
      "type": "string"
    }
  }
}

create_goal

Create a daily or weekly goal, optionally linked to a task or project, with a checklist; shown in workload.zero as created by an agent. Example: title "Ship invoice export", checklist [{"label": "Write tests"}].

Argument	Type	Description
date	string	YYYY-MM-DD, default: today
title*	string
taskId	string
agentName	string	Who you are, shown in workload.zero as the creator, e.g. "Kampagnen-Agent Die Kette". Optional; without it the goal/task is still marked as agent-created.
checklist	any	Checklist items as an array, or a JSON string of that array (legacy)
projectId	string
timeframe	string	Default: daily

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "title"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "YYYY-MM-DD, default: today"
    },
    "title": {
      "type": "string",
      "minLength": 1
    },
    "taskId": {
      "type": "string"
    },
    "agentName": {
      "type": "string",
      "maxLength": 120,
      "minLength": 1,
      "description": "Who you are, shown in workload.zero as the creator, e.g. \"Kampagnen-Agent Die Kette\". Optional; without it the goal/task is still marked as agent-created."
    },
    "checklist": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "array",
          "items": {
            "type": "object",
            "required": [
              "label"
            ],
            "properties": {
              "label": {
                "type": "string"
              },
              "estimatedHours": {
                "type": "number"
              }
            }
          }
        }
      ],
      "description": "Checklist items as an array, or a JSON string of that array (legacy)"
    },
    "projectId": {
      "type": "string"
    },
    "timeframe": {
      "enum": [
        "daily",
        "weekly"
      ],
      "type": "string",
      "description": "Default: daily"
    }
  }
}

create_invoice

Create a draft invoice by hand. It stays a draft: finalizing and sending happen in the app. Example: invoiceDate "2026-11-04", billingClientId from list_billing_clients, lineItems [{position: 1, description: "Consulting", quantity: 8, unit: "h", unitPrice: 95, vatRate: 19}].

Argument	Type	Description
notes	string
title	string
currency	string
lineItems	array
projectId	string
invoiceDate*	string	YYYY-MM-DD
serviceEndDate	string
billingClientId	string	From list_billing_clients
billingEntityId	string	Sender, from list_billing_entities; default entity when left out
paymentTermDays	integer

create_invoice_from_time

Create a draft invoice from the unbilled time entries of a project in a period.

Argument	Type	Description
endDate*	string	YYYY-MM-DD
projectId*	string
startDate*	string	YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "projectId",
    "startDate",
    "endDate"
  ],
  "properties": {
    "endDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "projectId": {
      "type": "string"
    },
    "startDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    }
  }
}

create_lead

Create a lead (a person not yet qualified), e.g. from an event or a website form.

Argument	Type	Description
tags	array
email	string
notes	string
phone	string
source	string
company	string
lastName*	string
position	string
firstName*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "firstName",
    "lastName"
  ],
  "properties": {
    "tags": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "email": {
      "type": "string"
    },
    "notes": {
      "type": "string"
    },
    "phone": {
      "type": "string"
    },
    "source": {
      "enum": [
        "website",
        "referral",
        "linkedin",
        "cold_call",
        "event",
        "other"
      ],
      "type": "string"
    },
    "company": {
      "type": "string"
    },
    "lastName": {
      "type": "string",
      "minLength": 1
    },
    "position": {
      "type": "string"
    },
    "firstName": {
      "type": "string",
      "minLength": 1
    }
  }
}

create_pipeline

Create a sales pipeline with its stages.

Argument	Type	Description
name*	string
stages	array	Ordered pipeline stages; e.g. Draft/Sent/Replied/Converted/Lost
isDefault	boolean

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string"
    },
    "stages": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "name",
          "order"
        ],
        "properties": {
          "name": {
            "type": "string"
          },
          "color": {
            "type": "string"
          },
          "order": {
            "type": "number"
          },
          "probability": {
            "type": "number"
          },
          "rottingDays": {
            "type": "number"
          }
        }
      },
      "description": "Ordered pipeline stages; e.g. Draft/Sent/Replied/Converted/Lost"
    },
    "isDefault": {
      "type": "boolean"
    }
  }
}

create_project

Create a project. clientId comes from list_clients (or create_client). Example: title "Website relaunch", projectCode "WEB", duration {startDate: "2026-11-01", endDate: "2027-03-31"}, budget {hourlyRate: 95, currency: "EUR"}.

Argument	Type	Description
title*	string	Project title (required)
budget*	object	Project budget (required)
status	string
clientId*	string	Client Mongo id (required)
duration*	object	Project duration (required)
isBillable	boolean
description	string
projectCode*	string	2-6 uppercase letters, e.g. ACME

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "clientId",
    "title",
    "duration",
    "budget",
    "projectCode"
  ],
  "properties": {
    "title": {
      "type": "string",
      "maxLength": 200,
      "description": "Project title (required)"
    },
    "budget": {
      "type": "object",
      "properties": {
        "currency": {
          "type": "string"
        },
        "timeframe": {
          "type": "string"
        },
        "hourlyRate": {
          "type": "number"
        },
        "totalHours": {
          "type": "number"
        },
        "totalAmount": {
          "type": "number"
        }
      },
      "description": "Project budget (required)"
    },
    "status": {
      "type": "string"
    },
    "clientId": {
      "type": "string",
      "description": "Client Mongo id (required)"
    },
    "duration": {
      "type": "object",
      "required": [
        "startDate",
        "endDate"
      ],
      "properties": {
        "endDate": {
          "type": "string",
          "description": "ISO date"
        },
        "startDate": {
          "type": "string",
          "description": "ISO date"
        }
      },
      "description": "Project duration (required)"
    },
    "isBillable": {
      "type": "boolean"
    },
    "description": {
      "type": "string",
      "maxLength": 2000
    },
    "projectCode": {
      "type": "string",
      "pattern": "^[A-Z]{2,6}$",
      "description": "2-6 uppercase letters, e.g. ACME"
    }
  }
}

create_quote

Create a quote as a DRAFT. Example: date "2026-11-04", billingClientId from list_billing_clients, positions [{description: "Design workshop", quantity: 2, unit: "days", unitPriceNet: 1200}]. Use estimate_quote first to price a scope. The quote is never sent automatically; sending needs a human approval in the app. The legacy `data` JSON string (document field names) is still accepted.

Argument	Type	Description
data	string	Legacy: JSON object of quote fields; typed fields win
date	string	YYYY-MM-DD
intro	string
closing	string
subject	string
vatRate	number	Percent, e.g. 19
customer	object
positions	array
projectId	string
conditions	array
validUntil

create_sales_activity

Log or schedule a sales activity. Example: type "call", subject "Follow-up on proposal", contactId, dealId, scheduledAt "2026-11-06T10:00:00Z".

Argument	Type	Description
type*	string
notes	string
dealId	string
outcome	string
subject*	string
companyId	string
contactId	string
reminderAt	string	ISO 8601
completedAt	string	ISO 8601
isCompleted	boolean
scheduledAt	string	ISO 8601

create_task

Create a task (shown in workload.zero as created by an agent). Example: projectId from list_projects, title "Fix login redirect", priority "high", assignedTo [user or team member id], deadline {startDateTime: "2026-11-10T09:00:00Z", endDateTime: "2026-11-14T17:00:00Z"}, maxHours 6.

Argument	Type	Description
tags	array
links	array	Links shown on the task, e.g. the PR, the Figma frame or the prototype screen
title*	string
status	string	open \| in_progress \| in_review \| needs_rework \| done \| archived
deadline	object	Start and due date of the task
maxHours	number	Estimate in hours
priority	string
agentName	string	Who you are, shown in workload.zero as the creator, e.g. "Kampagnen-Agent Die Kette". Optional; without it the goal/task is still marked as agent-created.
projectId*	string	Project Mongo id (required)

delete_absence

Withdraw an absence request or delete an absence. The team calendar updates immediately.

destructive

Argument	Type	Description
absenceId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "absenceId"
  ],
  "properties": {
    "absenceId": {
      "type": "string"
    }
  }
}

delete_company

Delete a CRM company (it is hidden, its contacts stay).

destructive

Argument	Type	Description
companyId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "companyId"
  ],
  "properties": {
    "companyId": {
      "type": "string"
    }
  }
}

delete_contact

Delete a CRM contact. Before deleting for GDPR reasons, add the address to the suppression list.

destructive

Argument	Type	Description
contactId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "contactId"
  ],
  "properties": {
    "contactId": {
      "type": "string"
    }
  }
}

delete_deal

Delete a deal (it is hidden from lists and reports, its activities stay).

destructive

Argument	Type	Description
dealId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "dealId"
  ],
  "properties": {
    "dealId": {
      "type": "string"
    }
  }
}

delete_file

Move a file or folder to the trash (it can be restored in the app).

destructive

Argument	Type	Description
fileItemId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "fileItemId"
  ],
  "properties": {
    "fileItemId": {
      "type": "string"
    }
  }
}

delete_goal

Delete a goal and its checklist. Linked tasks and time entries stay.

destructive

Argument	Type	Description
goalId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "goalId"
  ],
  "properties": {
    "goalId": {
      "type": "string"
    }
  }
}

delete_invoice

Delete a draft invoice. Finalized invoices cannot be deleted.

destructive

Argument	Type	Description
invoiceId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "invoiceId"
  ],
  "properties": {
    "invoiceId": {
      "type": "string"
    }
  }
}

delete_lead

Delete a lead that is not converted.

destructive

Argument	Type	Description
leadId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "leadId"
  ],
  "properties": {
    "leadId": {
      "type": "string"
    }
  }
}

delete_message

Delete one of your chat messages for all participants.

destructive

Argument	Type	Description
chatId*	string
messageId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "chatId",
    "messageId"
  ],
  "properties": {
    "chatId": {
      "type": "string"
    },
    "messageId": {
      "type": "string"
    }
  }
}

delete_pipeline

Delete a sales pipeline. Move or close its deals first.

destructive

Argument	Type	Description
pipelineId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "pipelineId"
  ],
  "properties": {
    "pipelineId": {
      "type": "string"
    }
  }
}

delete_project

Delete a project you created. It is archived and hidden from all members; tasks and time entries stay in the database.

destructive

Argument	Type	Description
projectId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "projectId"
  ],
  "properties": {
    "projectId": {
      "type": "string"
    }
  }
}

delete_quote

Delete a quote that has not been sent yet. Sent quotes stay for the record.

destructive

Argument	Type	Description
quoteId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "quoteId"
  ],
  "properties": {
    "quoteId": {
      "type": "string"
    }
  }
}

delete_sales_activity

Delete a sales activity from the deal and contact timeline.

destructive

Argument	Type	Description
activityId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "activityId"
  ],
  "properties": {
    "activityId": {
      "type": "string"
    }
  }
}

delete_task

Delete a task (admin, project manager or project lead). It goes to the deleted list and can be restored with restore_task.

destructive

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    }
  }
}

delete_task_comment

Delete a comment (your own, or any as admin, project manager or project lead).

destructive

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41
commentId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task",
    "commentId"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    },
    "commentId": {
      "type": "string"
    }
  }
}

delete_time_entry

Delete one of your time entries. Entries that are already invoiced or approved cannot be deleted.

destructive

Argument	Type	Description
entryId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "entryId"
  ],
  "properties": {
    "entryId": {
      "type": "string"
    }
  }
}

discard_timer

Discard the running timer without booking any time.

destructive

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

edit_message

Edit one of your chat messages. Participants see the new text marked as edited.

destructive

Argument	Type	Description
text*	string
chatId*	string
messageId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "chatId",
    "messageId",
    "text"
  ],
  "properties": {
    "text": {
      "type": "string",
      "maxLength": 10000,
      "minLength": 1
    },
    "chatId": {
      "type": "string"
    },
    "messageId": {
      "type": "string"
    }
  }
}

estimate_quote

Estimate a quote from a scope description. Returns deterministic 'historical' and 'rate-card' variants (each with sum and confidence) plus the context (comparable past projects, standard rate). Add your own 'free-scope' variant from the context, then present all variants with totals so the user can pick.

read-only

Argument	Type	Description
scope*	string	Free-text description of the work to quote
projectId	string	Anchor project to prioritise as a comparable
billingClientId	string	Client the quote is for (biases comparables)
billingEntityId	string	Sender entity (defaults to the user default)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "scope"
  ],
  "properties": {
    "scope": {
      "type": "string",
      "description": "Free-text description of the work to quote"
    },
    "projectId": {
      "type": "string",
      "description": "Anchor project to prioritise as a comparable"
    },
    "billingClientId": {
      "type": "string",
      "description": "Client the quote is for (biases comparables)"
    },
    "billingEntityId": {
      "type": "string",
      "description": "Sender entity (defaults to the user default)"
    }
  }
}

find_deal_by_ref

Find a deal by its 6-hex campaign ref code.

read-only

Argument	Type	Description
refCode*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "refCode"
  ],
  "properties": {
    "refCode": {
      "type": "string",
      "pattern": "^[0-9a-fA-F]{6}$"
    }
  }
}

get_active_timer

Show the running timer, if any (project, task, start time).

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_activity_feed

Recent changes in your projects (who changed what), optionally for one project or one area.

read-only

Argument	Type	Description
limit	integer	Default 20
projectId	string
entityType	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1,
      "description": "Default 20"
    },
    "projectId": {
      "type": "string"
    },
    "entityType": {
      "enum": [
        "project",
        "project_task",
        "time_entry",
        "team_member",
        "absence",
        "project_client",
        "invoice",
        "shift",
        "shift_assignment",
        "tag"
      ],
      "type": "string"
    }
  }
}

get_chat_messages

Read the latest messages of a chat, oldest first (message id | time | sender | text). Use before (ISO time of the oldest shown message) to page back.

read-only

Argument	Type	Description
limit	integer	Default 30
before	string	ISO time; only messages older than this
chatId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "chatId"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1,
      "description": "Default 30"
    },
    "before": {
      "type": "string",
      "description": "ISO time; only messages older than this"
    },
    "chatId": {
      "type": "string"
    }
  }
}

get_company

Get a CRM company with its contacts and deals.

read-only

Argument	Type	Description
companyId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "companyId"
  ],
  "properties": {
    "companyId": {
      "type": "string"
    }
  }
}

get_contact

Get a CRM contact with deals and timeline (activities, mails, notes).

read-only

Argument	Type	Description
contactId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "contactId"
  ],
  "properties": {
    "contactId": {
      "type": "string"
    }
  }
}

get_deal

Get a deal with contacts, company, products, notes and its activities.

read-only

Argument	Type	Description
dealId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "dealId"
  ],
  "properties": {
    "dealId": {
      "type": "string"
    }
  }
}

get_file_details

Get details of a file or folder: name, type, size, owner, versions, tags.

read-only

Argument	Type	Description
fileItemId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "fileItemId"
  ],
  "properties": {
    "fileItemId": {
      "type": "string"
    }
  }
}

get_file_link

Get a temporary download link for a file (open it to view or download; the link expires, call again for a fresh one).

read-only

Argument	Type	Description
fileItemId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "fileItemId"
  ],
  "properties": {
    "fileItemId": {
      "type": "string"
    }
  }
}

get_goals_for_task

Get all goals linked to a task (task Mongo id), e.g. to see when work on it is planned.

read-only

Argument	Type	Description
taskId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "taskId"
  ],
  "properties": {
    "taskId": {
      "type": "string"
    }
  }
}

get_invoice

Get an invoice with line items, buyer, totals and status. Accepts the id or the invoice number, e.g. RE-2026-0042.

read-only

Argument	Type	Description
invoiceId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "invoiceId"
  ],
  "properties": {
    "invoiceId": {
      "type": "string"
    }
  }
}

get_invoice_pdf

Get the PDF of an invoice as an attached file.

read-only

Argument	Type	Description
invoiceId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "invoiceId"
  ],
  "properties": {
    "invoiceId": {
      "type": "string"
    }
  }
}

get_my_colleagues

List the people you share projects with, incl. their team member ids.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_my_profile

Get your own workload.zero profile (name, job title, bio, location, skills).

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_my_time_entries

read-only

Argument	Type	Description
endDate	string	YYYY-MM-DD
projectId	string	Filter by project id
startDate	string	YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "endDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "projectId": {
      "type": "string",
      "description": "Filter by project id"
    },
    "startDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    }
  }
}

get_project

Get a project: status, client, budget, period, team member ids, task count and description.

read-only

Argument	Type	Description
projectId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "projectId"
  ],
  "properties": {
    "projectId": {
      "type": "string"
    }
  }
}

get_project_budget

Budget analytics of a project: planned vs. used hours and amount, burn rate.

read-only

Argument	Type	Description
projectId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "projectId"
  ],
  "properties": {
    "projectId": {
      "type": "string"
    }
  }
}

get_quote

Get a quote with positions, customer, totals and status.

read-only

Argument	Type	Description
quoteId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "quoteId"
  ],
  "properties": {
    "quoteId": {
      "type": "string"
    }
  }
}

get_quote_pdf

Get the PDF of a quote as an attached file.

read-only

Argument	Type	Description
quoteId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "quoteId"
  ],
  "properties": {
    "quoteId": {
      "type": "string"
    }
  }
}

get_revenue

Revenue breakdown of the year (per month, per client).

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_sales_report

Sales reports. report: pipeline-value, conversion-rates, activity-metrics, forecast, win-loss, sales-velocity, leaderboard. Default pipeline-value.

read-only

Argument	Type	Description
report	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "report": {
      "enum": [
        "pipeline-value",
        "conversion-rates",
        "activity-metrics",
        "forecast",
        "win-loss",
        "sales-velocity",
        "leaderboard"
      ],
      "type": "string"
    }
  }
}

get_task

Get one task with description, status, priority, assignees, estimate and booked hours, start/due date, tags, linked issue, links, subtask parent, attachments (with download links) and comments.

read-only

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    }
  }
}

get_task_history

Change history of a task: who changed which field from what to what.

read-only

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    }
  }
}

get_todays_goals

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_unbilled_hours

Hours that are tracked but not invoiced yet, per project.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_unread_counts

Unread message counts per chat id, for a quick inbox check.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_week_goals

Get your goals for the current week (Monday to Sunday), with checklist progress.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

link_deal_to_project

Link a won deal to the workload.zero project that delivers it.

Argument	Type	Description
dealId*	string
projectId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "dealId",
    "projectId"
  ],
  "properties": {
    "dealId": {
      "type": "string"
    },
    "projectId": {
      "type": "string"
    }
  }
}

list_absences

List the absences you may see as admin or project manager, optionally by date range or status.

read-only

Argument	Type	Description
status	string
userId	string	Only this user's absences
endDate	string	YYYY-MM-DD
startDate	string	YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "status": {
      "enum": [
        "pending",
        "approved",
        "rejected"
      ],
      "type": "string"
    },
    "userId": {
      "type": "string",
      "description": "Only this user's absences"
    },
    "endDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "startDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    }
  }
}

list_billing_clients

List billing clients (id | company | invoice email | payment terms). Use the id for invoices and quotes.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_billing_entities

List your sender entities (id | name | default). Quotes and invoices are issued in the name of one of them.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_chats

List your chats (id | title | participants | unread | last message).

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_clients

List project clients (id | name | company | email). Use the id as clientId in create_project.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_companies

List CRM companies (id | name | industry), optionally by search text.

read-only

Argument	Type	Description
search	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "search": {
      "type": "string"
    }
  }
}

list_contacts

List CRM contacts (id | name | email | company | position), optionally by search text or company.

read-only

Argument	Type	Description
search	string
companyId	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "search": {
      "type": "string"
    },
    "companyId": {
      "type": "string"
    }
  }
}

list_deals

read-only

Argument	Type	Description
stage	string
companyId	string
pipelineId	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "stage": {
      "type": "string"
    },
    "companyId": {
      "type": "string"
    },
    "pipelineId": {
      "type": "string"
    }
  }
}

list_deleted_tasks

List deleted tasks of your projects (id | number | title | deleted at).

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_files

List files and folders in a space or in one folder of it (id | name | file/folder | size | updated).

read-only

Argument	Type	Description
spaceId	string	Project id or chat id; not needed for private
folderId	string	Folder id to list; default the top level
spaceType*	string	private = your own files, project = files of a project, chat = files of a chat

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "spaceType"
  ],
  "properties": {
    "spaceId": {
      "type": "string",
      "description": "Project id or chat id; not needed for private"
    },
    "folderId": {
      "type": "string",
      "description": "Folder id to list; default the top level"
    },
    "spaceType": {
      "enum": [
        "private",
        "project",
        "chat"
      ],
      "type": "string",
      "description": "private = your own files, project = files of a project, chat = files of a chat"
    }
  }
}

list_goals

List goals by date range (YYYY-MM-DD) or timeframe, e.g. startDate 2026-11-01, endDate 2026-11-30.

read-only

Argument	Type	Description
endDate	string	YYYY-MM-DD
startDate	string	YYYY-MM-DD
timeframe	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "endDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "startDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "timeframe": {
      "enum": [
        "daily",
        "weekly"
      ],
      "type": "string"
    }
  }
}

list_invoice_payments

List the payments recorded on an invoice.

read-only

Argument	Type	Description
invoiceId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "invoiceId"
  ],
  "properties": {
    "invoiceId": {
      "type": "string"
    }
  }
}

list_invoices

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_leads

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_my_absences

List your absences (vacation, sick days, comp time) with status.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_notifications

List your notifications, newest first (id | read | title | message).

read-only

Argument	Type	Description
limit	integer	Default 20
unreadOnly	boolean	Only unread notifications

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1,
      "description": "Default 20"
    },
    "unreadOnly": {
      "type": "boolean",
      "description": "Only unread notifications"
    }
  }
}

list_pipelines

List sales pipelines (id | name | stages | default).

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_project_members

List the members of a project (team member id | user id | name | role | weekly hours). Use the team member id for add/update/remove_project_member.

read-only

Argument	Type	Description
projectId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "projectId"
  ],
  "properties": {
    "projectId": {
      "type": "string"
    }
  }
}

list_projects

List the projects you have access to (id | code | name | status | client).

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_quotes

List your quotes (id | number | date | status | customer).

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_recent_files

List the files you opened or changed recently, across all spaces.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_sales_activities

List sales activities (calls, emails, meetings, tasks, notes), optionally for a contact, deal or company, or only upcoming/overdue ones.

read-only

Argument	Type	Description
due	string	Only upcoming or overdue activities (other filters are ignored then)
type	string
dealId	string
companyId	string
contactId	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "due": {
      "enum": [
        "upcoming",
        "overdue"
      ],
      "type": "string",
      "description": "Only upcoming or overdue activities (other filters are ignored then)"
    },
    "type": {
      "enum": [
        "call",
        "email",
        "meeting",
        "task",
        "note",
        "linkedin_message"
      ],
      "type": "string"
    },
    "dealId": {
      "type": "string"
    },
    "companyId": {
      "type": "string"
    },
    "contactId": {
      "type": "string"
    }
  }
}

list_subtasks

List the subtasks of a task. Create a subtask with create_task and parentTaskId.

read-only

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    }
  }
}

list_suppressions

List suppression list entries, optionally filtered by search, reason or open GDPR requests.

read-only

Argument	Type	Description
reason	string
search	string	Substring of email or domain
openGdprOnly	boolean	Only entries with a GDPR deadline that is not answered yet

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "reason": {
      "enum": [
        "unsubscribe",
        "objection",
        "erasure",
        "access",
        "complaint",
        "bounce",
        "manual"
      ],
      "type": "string"
    },
    "search": {
      "type": "string",
      "description": "Substring of email or domain"
    },
    "openGdprOnly": {
      "type": "boolean",
      "description": "Only entries with a GDPR deadline that is not answered yet"
    }
  }
}

list_task_tags

List the tags used on tasks, optionally for one project.

read-only

Argument	Type	Description
projectId	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "projectId": {
      "type": "string"
    }
  }
}

list_tasks

read-only

Argument	Type	Description
view	string	Without projectId: assigned (default) or all tasks of your projects
status	string
priority	string	Only with projectId
projectId	string
assignedTo	string	Team member id (only with projectId)
includeArchived	boolean

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "view": {
      "enum": [
        "assigned",
        "all"
      ],
      "type": "string",
      "description": "Without projectId: assigned (default) or all tasks of your projects"
    },
    "status": {
      "enum": [
        "open",
        "in_progress",
        "in_review",
        "needs_rework",
        "done",
        "archived"
      ],
      "type": "string"
    },
    "priority": {
      "enum": [
        "low",
        "medium",
        "high",
        "urgent"
      ],
      "type": "string",
      "description": "Only with projectId"
    },
    "projectId": {
      "type": "string"
    },
    "assignedTo": {
      "type": "string",
      "description": "Team member id (only with projectId)"
    },
    "includeArchived": {
      "type": "boolean"
    }
  }
}

list_team_members

List team members (id | user | type | weekly capacity). The team member id is what projects and task assignments store.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_time_entries

List time entries of everyone you may see (admin and project manager view), filterable by project, user and date.

read-only

Argument	Type	Description
userId	string
endDate	string	YYYY-MM-DD
projectId	string
startDate	string	YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "userId": {
      "type": "string"
    },
    "endDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "projectId": {
      "type": "string"
    },
    "startDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    }
  }
}

list_users

List the users of the workspace (id and name). Use the id for direct messages; for task assignment use list_team_members or the user id.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

log_time

Log time on a project, optionally for a task. Example: projectId, taskId, date "2026-11-04", hours 1.5, description "Code review". With startTime/endTime (HH:mm) the entry shows the time span.

Argument	Type	Description
date*	string	YYYY-MM-DD
hours*	number
taskId	string
endTime	string	HH:mm
projectId*	string
startTime	string	HH:mm
isBillable	boolean
description	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "projectId",
    "date",
    "hours"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "hours": {
      "type": "number",
      "maximum": 24,
      "minimum": 0
    },
    "taskId": {
      "type": "string"
    },
    "endTime": {
      "type": "string",
      "pattern": "^\\d{2}:\\d{2}$",
      "description": "HH:mm"
    },
    "projectId": {
      "type": "string"
    },
    "startTime": {
      "type": "string",
      "pattern": "^\\d{2}:\\d{2}$",
      "description": "HH:mm"
    },
    "isBillable": {
      "type": "boolean"
    },
    "description": {
      "type": "string",
      "maxLength": 2000
    }
  }
}

mark_chat_read

Mark all messages of a chat as read; resets its unread count.

Argument	Type	Description
chatId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "chatId"
  ],
  "properties": {
    "chatId": {
      "type": "string"
    }
  }
}

mark_deal_lost

Mark a deal as lost with a reason, e.g. "Budget moved to 2027".

destructive

Argument	Type	Description
dealId*	string
lossReason*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "dealId",
    "lossReason"
  ],
  "properties": {
    "dealId": {
      "type": "string"
    },
    "lossReason": {
      "type": "string",
      "maxLength": 500,
      "minLength": 1
    }
  }
}

mark_deal_won

Mark a deal as won; status won, stage closed_won, counts in reports.

Argument	Type	Description
dealId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "dealId"
  ],
  "properties": {
    "dealId": {
      "type": "string"
    }
  }
}

mark_gdpr_answered

Mark the GDPR request (Art. 15/17/21) of a suppression list entry as answered.

Argument	Type	Description
id*	string	Suppression entry id (path param)
answeredAt	string	ISO 8601 answer time (default now)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Suppression entry id (path param)"
    },
    "answeredAt": {
      "type": "string",
      "description": "ISO 8601 answer time (default now)"
    }
  }
}

mark_notifications_read

Mark one notification as read, or all of them when notificationId is left out.

Argument	Type	Description
notificationId	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "notificationId": {
      "type": "string"
    }
  }
}

move_deal_stage

Move a deal to another pipeline stage, e.g. "negotiation".

Argument	Type	Description
stage*	string
dealId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "dealId",
    "stage"
  ],
  "properties": {
    "stage": {
      "type": "string",
      "minLength": 1
    },
    "dealId": {
      "type": "string"
    }
  }
}

move_task_on_board

Move a task to a board column (status) and position (0 = top).

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41
status*	string
position*	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task",
    "status",
    "position"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    },
    "status": {
      "enum": [
        "open",
        "in_progress",
        "in_review",
        "needs_rework",
        "done",
        "archived"
      ],
      "type": "string"
    },
    "position": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0
    }
  }
}

qualify_lead

Mark a lead as qualified, ready to convert into a contact and deal.

Argument	Type	Description
leadId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "leadId"
  ],
  "properties": {
    "leadId": {
      "type": "string"
    }
  }
}

record_invoice_payment

Record a (partial) payment on an invoice. Example: amount 1190, paidAt "2026-11-04".

Argument	Type	Description
note	string
amount*	number
paidAt	string	YYYY-MM-DD, default today
invoiceId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "invoiceId",
    "amount"
  ],
  "properties": {
    "note": {
      "type": "string",
      "maxLength": 500
    },
    "amount": {
      "type": "number",
      "exclusiveMinimum": 0
    },
    "paidAt": {
      "type": "string",
      "description": "YYYY-MM-DD, default today"
    },
    "invoiceId": {
      "type": "string"
    }
  }
}

remove_project_member

Remove a team member from a project. Their tasks stay assigned until you reassign them.

destructive

Argument	Type	Description
projectId*	string
teamMemberId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "projectId",
    "teamMemberId"
  ],
  "properties": {
    "projectId": {
      "type": "string"
    },
    "teamMemberId": {
      "type": "string"
    }
  }
}

remove_task_attachment

Remove an attachment from a task and move the file to the trash (your own attachment, or any as admin, project manager or project lead).

destructive

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41
fileItemId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task",
    "fileItemId"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    },
    "fileItemId": {
      "type": "string"
    }
  }
}

remove_task_link

Remove a link from a task by its position in the links list (0-based, as shown by get_task).

destructive

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41
index*	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task",
    "index"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    },
    "index": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0
    }
  }
}

request_absence

Request an absence. Example: type "vacation", startDate "2026-12-22", endDate "2026-12-31". Partial days: startTime/endTime or hours.

Argument	Type	Description
type*	string
hours	number
reason	string
endDate*	string	YYYY-MM-DD
endTime	string	HH:mm, partial day
startDate*	string	YYYY-MM-DD
startTime	string	HH:mm, partial day

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "type",
    "startDate",
    "endDate"
  ],
  "properties": {
    "type": {
      "enum": [
        "vacation",
        "sick",
        "personal",
        "comp_time",
        "other"
      ],
      "type": "string"
    },
    "hours": {
      "type": "number",
      "minimum": 0
    },
    "reason": {
      "type": "string",
      "maxLength": 1000
    },
    "endDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "endTime": {
      "type": "string",
      "pattern": "^\\d{2}:\\d{2}$",
      "description": "HH:mm, partial day"
    },
    "startDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "startTime": {
      "type": "string",
      "pattern": "^\\d{2}:\\d{2}$",
      "description": "HH:mm, partial day"
    }
  }
}

restore_task

Restore a deleted task. Takes the Mongo id from list_deleted_tasks.

Argument	Type	Description
taskId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "taskId"
  ],
  "properties": {
    "taskId": {
      "type": "string"
    }
  }
}

review_absence

Approve or reject an absence request (admin or manager). The employee sees the decision.

destructive

Argument	Type	Description
decision*	string
absenceId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "absenceId",
    "decision"
  ],
  "properties": {
    "decision": {
      "enum": [
        "approve",
        "reject"
      ],
      "type": "string"
    },
    "absenceId": {
      "type": "string"
    }
  }
}

Search across projects, tasks (title, number, linked issue) and users. Example: query "ZERO-41" or "login bug".

read-only

Argument	Type	Description
query*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "minLength": 1
    }
  }
}

search_files

Search files by name across your spaces.

read-only

Argument	Type	Description
query*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "minLength": 1
    }
  }
}

send_direct_message

Send a direct message to a person (user id from list_users). Opens the direct chat if there is none yet.

destructive

Argument	Type	Description
text*	string
userId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "userId",
    "text"
  ],
  "properties": {
    "text": {
      "type": "string",
      "maxLength": 10000,
      "minLength": 1
    },
    "userId": {
      "type": "string"
    }
  }
}

send_message

Send a message in a chat. The participants see it immediately.

destructive

Argument	Type	Description
text*	string
chatId*	string
mentions	array	User ids to mention

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "chatId",
    "text"
  ],
  "properties": {
    "text": {
      "type": "string",
      "maxLength": 10000,
      "minLength": 1
    },
    "chatId": {
      "type": "string"
    },
    "mentions": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "User ids to mention"
    }
  }
}

send_quote

Send a quote to the client by email. This ONLY works after the user approved the quote for sending in the app. There is intentionally no tool to grant that approval; sending stays under human control.

destructive

Argument	Type	Description
message	string
quoteId*	string
subject	string
copyToSelf	boolean
recipientEmail	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "quoteId"
  ],
  "properties": {
    "message": {
      "type": "string"
    },
    "quoteId": {
      "type": "string"
    },
    "subject": {
      "type": "string"
    },
    "copyToSelf": {
      "type": "boolean"
    },
    "recipientEmail": {
      "type": "string"
    }
  }
}

set_default_pipeline

Set a sales pipeline as the default for new deals.

Argument	Type	Description
pipelineId*	string	Pipeline Mongo id (path param)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "pipelineId"
  ],
  "properties": {
    "pipelineId": {
      "type": "string",
      "description": "Pipeline Mongo id (path param)"
    }
  }
}

set_task_work_links

Replace the work result links of a task (what the assignee delivered, e.g. a PR or a deployed preview).

destructive

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41
workLinks*	array

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task",
    "workLinks"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    },
    "workLinks": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "type",
          "url"
        ],
        "properties": {
          "url": {
            "type": "string",
            "format": "uri"
          },
          "type": {
            "enum": [
              "figma",
              "github_pr",
              "github_issue",
              "gitlab_mr",
              "jira",
              "confluence",
              "notion",
              "custom"
            ],
            "type": "string"
          },
          "title": {
            "type": "string"
          }
        }
      }
    }
  }
}

start_timer

Start the running timer for a project (and task). Stop it with stop_timer to book the time.

Argument	Type	Description
taskId	string
projectId*	string
isBillable	boolean
description	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "projectId"
  ],
  "properties": {
    "taskId": {
      "type": "string"
    },
    "projectId": {
      "type": "string"
    },
    "isBillable": {
      "type": "boolean"
    },
    "description": {
      "type": "string",
      "maxLength": 1000
    }
  }
}

stop_timer

Stop the running timer and book the time as a time entry.

Argument	Type	Description
description	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "description": {
      "type": "string",
      "maxLength": 1000
    }
  }
}

toggle_task_comment_reaction

Add your emoji reaction to a comment, or remove it if you already reacted with that emoji.

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41
emoji*	string	A single emoji, e.g. 👍
commentId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task",
    "commentId",
    "emoji"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    },
    "emoji": {
      "type": "string",
      "maxLength": 16,
      "minLength": 1,
      "description": "A single emoji, e.g. 👍"
    },
    "commentId": {
      "type": "string"
    }
  }
}

unassign_me_from_task

Remove yourself from the assignees of a task.

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    }
  }
}

update_absence

Change an absence request (dates, type, reason). Give only the fields to change.

Argument	Type	Description
type	string
hours	number
reason	string
endDate	string	YYYY-MM-DD
endTime	string	HH:mm, partial day
absenceId*	string
startDate	string	YYYY-MM-DD
startTime	string	HH:mm, partial day

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "absenceId"
  ],
  "properties": {
    "type": {
      "enum": [
        "vacation",
        "sick",
        "personal",
        "comp_time",
        "other"
      ],
      "type": "string"
    },
    "hours": {
      "type": "number",
      "minimum": 0
    },
    "reason": {
      "type": "string",
      "maxLength": 1000
    },
    "endDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "endTime": {
      "type": "string",
      "pattern": "^\\d{2}:\\d{2}$",
      "description": "HH:mm, partial day"
    },
    "absenceId": {
      "type": "string"
    },
    "startDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "startTime": {
      "type": "string",
      "pattern": "^\\d{2}:\\d{2}$",
      "description": "HH:mm, partial day"
    }
  }
}

update_company

Update a CRM company by id, e.g. to rename it. Give only the fields to change.

Argument	Type	Description
name	string	Company name — natural key for the upsert
size	string
tags	array
email	string
phone	string
address	object
website	string
industry	string
clientRef	string
companyId*	string
description	string
annualRevenue	number

update_contact

Update a CRM contact by id, e.g. to change the email address. Give only the fields to change.

Argument	Type	Description
tags	array
email	string	Natural key for the upsert
phone	string
source	string
address	object
lastName	string
position	string
companyId	string
contactId*	string
firstName	string
department	string
mobilePhone	string

update_deal

Update a deal by id: stage, status, notes, value, loss reason, tags, title, probability, expected close date, contacts, company.

Argument	Type	Description
tags	array
notes	string
stage	string	Pipeline stage, e.g. sent/replied/converted/lost
title	string
value	number
dealId*	string	Deal Mongo id (path param)
status	string
companyId	string
contactIds	array
lossReason	string
pipelineId	string
probability

update_goal

Update a goal: date, title, task, project, color, time slot or checklist. Give only the fields to change. The legacy `updates` JSON string is still accepted.

Argument	Type	Description
date	string	YYYY-MM-DD
color	string
title	string
goalId*	string
taskId	string
endTime	string	HH:mm
updates	string	Legacy: JSON object, e.g. {"date": "2026-06-26"}; typed fields win
agentName	string	Who you are, shown in workload.zero as the creator, e.g. "Kampagnen-Agent Die Kette". Optional; without it the goal/task is still marked as agent-created.
checklist	array	Replaces the whole checklist
projectId	string
startTime

update_invoice

Update a draft invoice. Give only the fields to change; lineItems replaces the whole list. Finalized invoices cannot be changed.

Argument	Type	Description
notes	string
title	string
currency	string
invoiceId*	string
lineItems	array
projectId	string
invoiceDate	string	YYYY-MM-DD
serviceEndDate	string
billingClientId	string	From list_billing_clients
billingEntityId	string	Sender, from list_billing_entities; default entity when left out
paymentTermDays	integer

update_lead

Update a lead, e.g. its status. Give only the fields to change.

Argument	Type	Description
tags	array
email	string
notes	string
phone	string
leadId*	string
source	string
status	string
company	string
lastName	string
position	string
firstName	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "leadId"
  ],
  "properties": {
    "tags": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "email": {
      "type": "string"
    },
    "notes": {
      "type": "string"
    },
    "phone": {
      "type": "string"
    },
    "leadId": {
      "type": "string"
    },
    "source": {
      "enum": [
        "website",
        "referral",
        "linkedin",
        "cold_call",
        "event",
        "other"
      ],
      "type": "string"
    },
    "status": {
      "enum": [
        "new",
        "contacted",
        "qualified",
        "unqualified",
        "converted"
      ],
      "type": "string"
    },
    "company": {
      "type": "string"
    },
    "lastName": {
      "type": "string",
      "minLength": 1
    },
    "position": {
      "type": "string"
    },
    "firstName": {
      "type": "string",
      "minLength": 1
    }
  }
}

update_my_profile

Update your own profile. Pass the fields to change as a JSON object string.

Argument	Type	Description
updates*	string	JSON object, e.g. {"jobTitle": "Frontend Developer", "location": "Munich"}

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "updates"
  ],
  "properties": {
    "updates": {
      "type": "string",
      "description": "JSON object, e.g. {\"jobTitle\": \"Frontend Developer\", \"location\": \"Munich\"}"
    }
  }
}

update_pipeline

Update a sales pipeline: name, stages (replaces the whole list) or default flag.

destructive

Argument	Type	Description
name	string
stages	array	Full replacement stage list (ordered)
isDefault	boolean
pipelineId*	string	Pipeline Mongo id (path param)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "pipelineId"
  ],
  "properties": {
    "name": {
      "type": "string"
    },
    "stages": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "name",
          "order"
        ],
        "properties": {
          "name": {
            "type": "string"
          },
          "color": {
            "type": "string"
          },
          "order": {
            "type": "number"
          },
          "probability": {
            "type": "number"
          },
          "rottingDays": {
            "type": "number"
          }
        }
      },
      "description": "Full replacement stage list (ordered)"
    },
    "isDefault": {
      "type": "boolean"
    },
    "pipelineId": {
      "type": "string",
      "description": "Pipeline Mongo id (path param)"
    }
  }
}

update_project

Update a project. Give only the fields to change, e.g. status "on_hold" or a new end date in duration. The legacy `updates` JSON string is still accepted.

Argument	Type	Description
title	string
budget	object
status	string
updates	string	Legacy: JSON object of fields; typed fields win
duration	object	ISO dates
projectId*	string
isBillable	boolean
description	string
githubRepos	array	owner/repo

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "projectId"
  ],
  "properties": {
    "title": {
      "type": "string",
      "maxLength": 200
    },
    "budget": {
      "type": "object",
      "properties": {
        "currency": {
          "type": "string"
        },
        "hourlyRate": {
          "type": "number"
        },
        "totalHours": {
          "type": "number"
        },
        "billingType": {
          "enum": [
            "time",
            "fixed",
            "none"
          ],
          "type": "string"
        },
        "totalAmount": {
          "type": "number"
        }
      }
    },
    "status": {
      "enum": [
        "planning",
        "active",
        "on_hold",
        "completed",
        "cancelled",
        "archived"
      ],
      "type": "string"
    },
    "updates": {
      "type": "string",
      "description": "Legacy: JSON object of fields; typed fields win"
    },
    "duration": {
      "type": "object",
      "required": [
        "startDate",
        "endDate"
      ],
      "properties": {
        "endDate": {
          "type": "string"
        },
        "startDate": {
          "type": "string"
        }
      },
      "description": "ISO dates"
    },
    "projectId": {
      "type": "string"
    },
    "isBillable": {
      "type": "boolean"
    },
    "description": {
      "type": "string",
      "maxLength": 2000
    },
    "githubRepos": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "owner/repo"
    }
  }
}

update_project_member

Change role, weekly hours, capacity or permissions of a project member.

Argument	Type	Description
role	string
projectId*	string
permissions	array
weeklyHours	number
teamMemberId*	string
capacityPercentage	number	Share of the member's capacity, e.g. 50

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "projectId",
    "teamMemberId"
  ],
  "properties": {
    "role": {
      "enum": [
        "lead",
        "member",
        "reviewer"
      ],
      "type": "string"
    },
    "projectId": {
      "type": "string"
    },
    "permissions": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "weeklyHours": {
      "type": "number",
      "minimum": 0
    },
    "teamMemberId": {
      "type": "string"
    },
    "capacityPercentage": {
      "type": "number",
      "maximum": 100,
      "minimum": 0,
      "description": "Share of the member's capacity, e.g. 50"
    }
  }
}

update_quote

Update a draft quote. Give only the fields to change; positions replaces the whole list.

Argument	Type	Description
date	string	YYYY-MM-DD
intro	string
closing	string
quoteId*	string
subject	string
vatRate	number	Percent, e.g. 19
customer	object
positions	array
projectId	string
conditions	array
validUntil	string	YYYY-MM-DD
sourceDealId	string	CRM deal the quote belongs to

update_sales_activity

Update a sales activity. Give only the fields to change.

Argument	Type	Description
type	string
notes	string
dealId	string
outcome	string
subject	string
companyId	string
contactId	string
activityId*	string
reminderAt	string	ISO 8601
completedAt	string	ISO 8601
isCompleted	boolean
scheduledAt	string	ISO 8601

update_task

Update a task. Give only the fields to change: status, title, description, priority, assignedTo (replaces the list), tags (replaces), deadline, maxHours, linkedIssue, links (replaces), parentTaskId. Archive with status "archived". The legacy `updates` JSON string is still accepted.

Argument	Type	Description
tags	array
links	array	Links shown on the task, e.g. the PR, the Figma frame or the prototype screen
title	string
status	string	open \| in_progress \| in_review \| needs_rework \| done \| archived
taskId*	string	Task Mongo id or task number such as ZERO-41
updates	string	Legacy: JSON object of fields; typed fields win
deadline	object	Start and due date of the task
maxHours	number	Estimate in hours
priority	string
agentName	string

update_task_comment

Edit the text of one of your own comments; it is marked as edited. Comments of others can only be deleted (by admins, project managers and project leads), not edited.

Argument	Type	Description
task*	string	Task Mongo id or task number such as ZERO-41
content*	string
commentId*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "task",
    "commentId",
    "content"
  ],
  "properties": {
    "task": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    },
    "content": {
      "type": "string",
      "maxLength": 5000,
      "minLength": 1
    },
    "commentId": {
      "type": "string"
    }
  }
}

update_time_entry

Change a time entry (hours, date, description, task, start/end time, billable). Give only the fields to change.

Argument	Type	Description
date	string	YYYY-MM-DD
hours	number
taskId	string
endTime	string	HH:mm
entryId*	string
startTime	string	HH:mm
isBillable	boolean
description	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "entryId"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "hours": {
      "type": "number",
      "maximum": 24,
      "minimum": 0
    },
    "taskId": {
      "type": "string"
    },
    "endTime": {
      "type": "string",
      "pattern": "^\\d{2}:\\d{2}$",
      "description": "HH:mm"
    },
    "entryId": {
      "type": "string"
    },
    "startTime": {
      "type": "string",
      "pattern": "^\\d{2}:\\d{2}$",
      "description": "HH:mm"
    },
    "isBillable": {
      "type": "boolean"
    },
    "description": {
      "type": "string",
      "maxLength": 2000
    }
  }
}

upload_file

Upload a file into a space (optionally into a folder) from an https URL or base64. Allowed: images (png, jpeg, gif, webp, heic), pdf, txt, md, csv, json, zip, docx, xlsx, pptx. Returns the file id and a download link. To attach a file to a task use attach_file_to_task.

Argument	Type	Description
base64	string	File content as base64 (max 5 MB), with or without a data: prefix. Give sourceUrl or base64, not both.
spaceId	string	Project id or chat id; not needed for private
fileName	string	File name incl. extension, e.g. screenshot.png. Required with base64.
folderId	string
mimeType	string	e.g. image/png; detected from the content or extension when left out
sourceUrl	string	Public https URL the server downloads the file from (max 10 MB). Private and internal addresses are refused.
spaceType*	string	private = your own files, project = files of a project, chat = files of a chat

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "spaceType"
  ],
  "properties": {
    "base64": {
      "type": "string",
      "description": "File content as base64 (max 5 MB), with or without a data: prefix. Give sourceUrl or base64, not both."
    },
    "spaceId": {
      "type": "string",
      "description": "Project id or chat id; not needed for private"
    },
    "fileName": {
      "type": "string",
      "maxLength": 200,
      "description": "File name incl. extension, e.g. screenshot.png. Required with base64."
    },
    "folderId": {
      "type": "string"
    },
    "mimeType": {
      "type": "string",
      "description": "e.g. image/png; detected from the content or extension when left out"
    },
    "sourceUrl": {
      "type": "string",
      "description": "Public https URL the server downloads the file from (max 10 MB). Private and internal addresses are refused."
    },
    "spaceType": {
      "enum": [
        "private",
        "project",
        "chat"
      ],
      "type": "string",
      "description": "private = your own files, project = files of a project, chat = files of a chat"
    }
  }
}

upsert_company

Create or update a CRM company idempotently by name.

Argument	Type	Description
name*	string	Company name — natural key for the upsert
size	string
tags	array
email	string
phone	string
address	object
website	string
industry	string
clientRef	string
description	string
annualRevenue	number
employeesCount	number

upsert_contact

Create or update a CRM contact idempotently by email.

Argument	Type	Description
tags	array
email	string	Natural key for the upsert
phone	string
source	string
address	object
lastName*	string
position	string
companyId	string
firstName*	string
department	string
mobilePhone	string
talentPoolRef	string

upsert_deal

Create or update a deal idempotently by campaign ref (derived from the lead email).

Argument	Type	Description
tags	array
email*	string	Lead contact email — derives the RefCode
notes	string
stage	string
title*	string
value	number
currency	string
companyId	string
signupRef	string
contactIds	array
pipelineId	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "email",
    "title"
  ],
  "properties": {
    "tags": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "email": {
      "type": "string",
      "description": "Lead contact email — derives the RefCode"
    },
    "notes": {
      "type": "string"
    },
    "stage": {
      "enum": [
        "draft",
        "sent",
        "visited",
        "replied",
        "converted",
        "lost"
      ],
      "type": "string"
    },
    "title": {
      "type": "string"
    },
    "value": {
      "type": "number"
    },
    "currency": {
      "enum": [
        "EUR",
        "USD",
        "CHF",
        "GBP"
      ],
      "type": "string"
    },
    "companyId": {
      "type": "string"
    },
    "signupRef": {
      "type": "string"
    },
    "contactIds": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "pipelineId": {
      "type": "string"
    }
  }
}

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "title"
  ],
  "properties": {
    "tags": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "notes": {
      "type": "string"
    },
    "stage": {
      "type": "string",
      "description": "e.g. lead, qualified, proposal, negotiation, closed_won, closed_lost"
    },
    "title": {
      "type": "string",
      "minLength": 1
    },
    "value": {
      "type": "number"
    },
    "currency": {
      "enum": [
        "EUR",
        "USD",
        "CHF",
        "GBP"
      ],
      "type": "string"
    },
    "companyId": {
      "type": "string"
    },
    "contactIds": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "pipelineId": {
      "type": "string"
    },
    "probability": {
      "type": "number",
      "maximum": 100,
      "minimum": 0
    },
    "expectedCloseDate": {
      "type": "string",
      "description": "YYYY-MM-DD"
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "data": {
      "type": "string",
      "description": "Legacy: JSON object of quote fields; typed fields win"
    },
    "date": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "intro": {
      "type": "string"
    },
    "closing": {
      "type": "string"
    },
    "subject": {
      "type": "string"
    },
    "vatRate": {
      "type": "number",
      "description": "Percent, e.g. 19"
    },
    "customer": {
      "type": "object",
      "properties": {
        "street": {
          "type": "string"
        },
        "company": {
          "type": "string"
        },
        "attention": {
          "type": "string",
          "description": "Contact person"
        },
        "salutation": {
          "type": "string"
        },
        "postalCodeCity": {
          "type": "string",
          "description": "e.g. 80331 Munich"
        }
      }
    },
    "positions": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "description",
          "quantity",
          "unitPriceNet"
        ],
        "properties": {
          "unit": {
            "type": "string",
            "description": "e.g. h, days, flat"
          },
          "quantity": {
            "type": "number"
          },
          "description": {
            "type": "string"
          },
          "unitPriceNet": {
            "type": "number"
          }
        }
      }
    },
    "projectId": {
      "type": "string"
    },
    "conditions": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "validUntil": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "sourceDealId": {
      "type": "string",
      "description": "CRM deal the quote belongs to"
    },
    "billingClientId": {
      "type": "string",
      "description": "From list_billing_clients"
    },
    "billingEntityId": {
      "type": "string",
      "description": "Sender, from list_billing_entities"
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "projectId",
    "title"
  ],
  "properties": {
    "tags": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "links": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "type",
          "url"
        ],
        "properties": {
          "url": {
            "type": "string",
            "format": "uri"
          },
          "type": {
            "enum": [
              "figma",
              "github_pr",
              "github_issue",
              "gitlab_mr",
              "jira",
              "confluence",
              "notion",
              "custom"
            ],
            "type": "string"
          },
          "title": {
            "type": "string"
          }
        }
      },
      "description": "Links shown on the task, e.g. the PR, the Figma frame or the prototype screen"
    },
    "title": {
      "type": "string",
      "maxLength": 300,
      "minLength": 1
    },
    "status": {
      "enum": [
        "open",
        "in_progress",
        "in_review",
        "needs_rework",
        "done",
        "archived"
      ],
      "type": "string",
      "description": "open | in_progress | in_review | needs_rework | done | archived"
    },
    "deadline": {
      "type": "object",
      "required": [
        "startDateTime",
        "endDateTime"
      ],
      "properties": {
        "endDateTime": {
          "type": "string",
          "description": "ISO 8601 due date, e.g. 2026-11-14T17:00:00Z"
        },
        "startDateTime": {
          "type": "string",
          "description": "ISO 8601 start, e.g. 2026-11-10T09:00:00Z"
        }
      },
      "description": "Start and due date of the task"
    },
    "maxHours": {
      "type": "number",
      "minimum": 0,
      "description": "Estimate in hours"
    },
    "priority": {
      "enum": [
        "low",
        "medium",
        "high",
        "urgent"
      ],
      "type": "string"
    },
    "agentName": {
      "type": "string",
      "maxLength": 120,
      "minLength": 1,
      "description": "Who you are, shown in workload.zero as the creator, e.g. \"Kampagnen-Agent Die Kette\". Optional; without it the goal/task is still marked as agent-created."
    },
    "projectId": {
      "type": "string",
      "description": "Project Mongo id (required)"
    },
    "assignedTo": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "User ids (from get_my_profile, list_users, get_my_colleagues) or team member ids (list_project_members); the API maps user ids to the project's team member"
    },
    "description": {
      "type": "string",
      "maxLength": 20000,
      "description": "Markdown text"
    },
    "linkedIssue": {
      "type": "string",
      "description": "Key or URL of the issue in an external tracker, e.g. DWP-6540"
    },
    "parentTaskId": {
      "type": "string",
      "description": "Mongo id of the parent task; makes this a subtask"
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "quoteId"
  ],
  "properties": {
    "date": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "intro": {
      "type": "string"
    },
    "closing": {
      "type": "string"
    },
    "quoteId": {
      "type": "string"
    },
    "subject": {
      "type": "string"
    },
    "vatRate": {
      "type": "number",
      "description": "Percent, e.g. 19"
    },
    "customer": {
      "type": "object",
      "properties": {
        "street": {
          "type": "string"
        },
        "company": {
          "type": "string"
        },
        "attention": {
          "type": "string",
          "description": "Contact person"
        },
        "salutation": {
          "type": "string"
        },
        "postalCodeCity": {
          "type": "string",
          "description": "e.g. 80331 Munich"
        }
      }
    },
    "positions": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "description",
          "quantity",
          "unitPriceNet"
        ],
        "properties": {
          "unit": {
            "type": "string",
            "description": "e.g. h, days, flat"
          },
          "quantity": {
            "type": "number"
          },
          "description": {
            "type": "string"
          },
          "unitPriceNet": {
            "type": "number"
          }
        }
      }
    },
    "projectId": {
      "type": "string"
    },
    "conditions": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "validUntil": {
      "type": "string",
      "description": "YYYY-MM-DD"
    },
    "sourceDealId": {
      "type": "string",
      "description": "CRM deal the quote belongs to"
    },
    "billingClientId": {
      "type": "string",
      "description": "From list_billing_clients"
    },
    "billingEntityId": {
      "type": "string",
      "description": "Sender, from list_billing_entities"
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "taskId"
  ],
  "properties": {
    "tags": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "links": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "type",
          "url"
        ],
        "properties": {
          "url": {
            "type": "string",
            "format": "uri"
          },
          "type": {
            "enum": [
              "figma",
              "github_pr",
              "github_issue",
              "gitlab_mr",
              "jira",
              "confluence",
              "notion",
              "custom"
            ],
            "type": "string"
          },
          "title": {
            "type": "string"
          }
        }
      },
      "description": "Links shown on the task, e.g. the PR, the Figma frame or the prototype screen"
    },
    "title": {
      "type": "string",
      "maxLength": 300,
      "minLength": 1
    },
    "status": {
      "enum": [
        "open",
        "in_progress",
        "in_review",
        "needs_rework",
        "done",
        "archived"
      ],
      "type": "string",
      "description": "open | in_progress | in_review | needs_rework | done | archived"
    },
    "taskId": {
      "type": "string",
      "description": "Task Mongo id or task number such as ZERO-41"
    },
    "updates": {
      "type": "string",
      "description": "Legacy: JSON object of fields; typed fields win"
    },
    "deadline": {
      "type": "object",
      "required": [
        "startDateTime",
        "endDateTime"
      ],
      "properties": {
        "endDateTime": {
          "type": "string",
          "description": "ISO 8601 due date, e.g. 2026-11-14T17:00:00Z"
        },
        "startDateTime": {
          "type": "string",
          "description": "ISO 8601 start, e.g. 2026-11-10T09:00:00Z"
        }
      },
      "description": "Start and due date of the task"
    },
    "maxHours": {
      "type": "number",
      "minimum": 0,
      "description": "Estimate in hours"
    },
    "priority": {
      "enum": [
        "low",
        "medium",
        "high",
        "urgent"
      ],
      "type": "string"
    },
    "agentName": {
      "type": "string",
      "maxLength": 120,
      "minLength": 1,
      "description": "Who you are, shown in workload.zero as the creator, e.g. \"Kampagnen-Agent Die Kette\". Optional; without it the goal/task is still marked as agent-created."
    },
    "assignedTo": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "User ids (from get_my_profile, list_users, get_my_colleagues) or team member ids (list_project_members); the API maps user ids to the project's team member"
    },
    "description": {
      "type": "string",
      "maxLength": 20000,
      "description": "Markdown text"
    },
    "linkedIssue": {
      "type": "string",
      "description": "Key or URL of the issue in an external tracker, e.g. DWP-6540"
    },
    "parentTaskId": {
      "type": "string",
      "description": "Mongo id of the parent task; makes this a subtask"
    }
  }
}

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