
Freelance scope of work, rates, deadlines, and change orders for AI assistants
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Apply one proposed change order after the freelancer explicitly approves that order. Pass confirmed true only then. This is the path that may discount a rate or add work. Calling it is not a substitute for the freelancer's approval.
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Apply one proposed change order after the freelancer explicitly approves that order. Pass confirmed true only then. This is the path that may discount a rate or add work. Calling it is not a substitute for the freelancer's approval.
| Argument | Type | Description |
|---|---|---|
| confirmed* | boolean | |
| engagementId* | string | |
| changeOrderId* | any |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"engagementId",
"changeOrderId",
"confirmed"
],
"properties": {
"confirmed": {
"type": "boolean",
"const": true
},
"engagementId": {
"type": "string",
"format": "uuid"
},
"changeOrderId": {
"$ref": "#/properties/engagementId"
}
},
"additionalProperties": false
}Mark the current draft as the approved scope. Pass confirmed true only after the freelancer explicitly approves the current items, rates, and deadlines.
| Argument | Type | Description |
|---|---|---|
| confirmed* | boolean | |
| engagementId* | string |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"engagementId",
"confirmed"
],
"properties": {
"confirmed": {
"type": "boolean",
"const": true
},
"engagementId": {
"type": "string",
"format": "uuid"
}
},
"additionalProperties": false
}Create a draft engagement. Draft terms are not an approved commitment until approve_scope.
| Argument | Type | Description |
|---|---|---|
| title* | any | |
| summary | string | |
| currency* | string | |
| clientName* | string |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"clientName",
"title",
"currency"
],
"properties": {
"title": {
"$ref": "#/properties/clientName"
},
"summary": {
"type": "string",
"maxLength": 4000
},
"currency": {
"type": "string",
"pattern": "^[A-Z]{3}$"
},
"clientName": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
},
"additionalProperties": false
}Record a proposed change order. This does not change scope, rates, or deadlines. kind add_work requires workTitle and workDescription. kind discount_rate requires rateCode and a lower amountMinor. kind add_rate requires rateCode, rateLabel, amountMinor, and unit. kind move_deadline requires scopeItemId and dueOn.
| Argument | Type | Description |
|---|---|---|
| kind* | string | |
| unit | string | |
| dueOn | string | |
| summary* | string | |
| rateCode | string | |
| rateLabel | any | |
| workTitle | string | |
| amountMinor | integer | |
| scopeItemId | any | |
| engagementId* | string | |
| workDescription |
Read the approved scope, rates, deadlines, and change orders before answering. Quote only this record. Draft status is not an approved commitment. Proposed change orders do not authorize a discount or extra work.
| Argument | Type | Description |
|---|---|---|
| engagementId* | string |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"engagementId"
],
"properties": {
"engagementId": {
"type": "string",
"format": "uuid"
}
},
"additionalProperties": false
}List the signed-in freelancer's engagements. Use a returned id with get_approved_record. Do not guess an engagement.
| Argument | Type | Description |
|---|---|---|
| offset | integer |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"offset": {
"type": "integer",
"default": 0,
"maximum": 100000,
"minimum": 0
}
},
"additionalProperties": false
}Set or move the deadline for one scope item. The date is a calendar day in YYYY-MM-DD form.
| Argument | Type | Description |
|---|---|---|
| dueOn* | string | |
| scopeItemId* | any | |
| engagementId* | string |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"engagementId",
"scopeItemId",
"dueOn"
],
"properties": {
"dueOn": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"scopeItemId": {
"$ref": "#/properties/engagementId"
},
"engagementId": {
"type": "string",
"format": "uuid"
}
},
"additionalProperties": false
}Set a draft rate, or update an approved rate without lowering it or changing its unit. A lower amount is a discount and is refused. A new rate code after approval is refused. Use file_change_order and approve_change_order for those.
| Argument | Type | Description |
|---|---|---|
| code* | string | |
| unit* | string | |
| label* | string | |
| amountMinor* | integer | |
| engagementId* | string |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"engagementId",
"code",
"label",
"amountMinor",
"unit"
],
"properties": {
"code": {
"type": "string",
"maxLength": 40,
"minLength": 1
},
"unit": {
"enum": [
"hour",
"day",
"fixed"
],
"type": "string"
},
"label": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"amountMinor": {
"type": "integer",
"maximum": 1000000000000,
"exclusiveMinimum": 0
},
"engagementId": {
"type": "string",
"format": "uuid"
}
},
"additionalProperties": false
}Add or update a scope item the freelancer has accepted. After approval, a new item is refused until approve_change_order adds that work. Renaming approved work is refused.
| Argument | Type | Description |
|---|---|---|
| title* | string | |
| description* | string | |
| scopeItemId | any | |
| engagementId* | string |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"engagementId",
"title",
"description"
],
"properties": {
"title": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"description": {
"type": "string",
"maxLength": 12000,
"minLength": 1
},
"scopeItemId": {
"$ref": "#/properties/engagementId"
},
"engagementId": {
"type": "string",
"format": "uuid"
}
},
"additionalProperties": false
}| string |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"engagementId",
"kind",
"summary"
],
"properties": {
"kind": {
"enum": [
"add_work",
"discount_rate",
"add_rate",
"move_deadline"
],
"type": "string"
},
"unit": {
"enum": [
"hour",
"day",
"fixed"
],
"type": "string"
},
"dueOn": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"summary": {
"type": "string",
"maxLength": 1000,
"minLength": 1
},
"rateCode": {
"type": "string",
"maxLength": 40,
"minLength": 1
},
"rateLabel": {
"$ref": "#/properties/workTitle"
},
"workTitle": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"amountMinor": {
"type": "integer",
"maximum": 1000000000000,
"exclusiveMinimum": 0
},
"scopeItemId": {
"$ref": "#/properties/engagementId"
},
"engagementId": {
"type": "string",
"format": "uuid"
},
"workDescription": {
"type": "string",
"maxLength": 12000,
"minLength": 1
}
},
"additionalProperties": false
}