Turn meeting notes or transcripts into a clean structured summary document from chat.
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Store the sender details printed on every proposal, contract and letter, plus the currency, VAT, terms and prefix defaults. It writes the SAME shared profile as the invoice server's business_set.
Your business or freelancer name, printed on the letterhead of every proposal, contract and letter
Alias for default_tax_rate
Bank name / BIC
IBAN or account number for payment
Your own email address, printed on every letterhead. Leave it out unless the user gave it: a document that shows an address nobody supplied is worse than one that shows [add: email]
Your own phone number. Same rule as email: only if the user gave it
VAT / tax registration id
Postal address, newlines allowed
Alias for default_tax_rate
IANA zone you work in, e.g. Europe/Warsaw. Shared with time-tracker and timezone as your home zone
Alias for default_tax_rate
Path to a PNG or JPG logo for the letterhead (Pro)
Letterhead colour as a hex code, e.g. 1F3864 (Pro)
Reference prefix used by mcp-invoice; this profile has the same field shape as mcp-invoice, so one profile serves both
ISO code, e.g. EUR, USD. Default EUR
Default VAT percent, quoted on proposals
Default days until payment is due. Default 14
This tool isn't marked read-only, so it may change something on the server or in an account you connected.
Store the sender details printed on every proposal, contract and letter, plus the currency, VAT, terms and prefix defaults. It writes the SAME shared profile as the invoice server's business_set.
| Argument | Type | Description |
|---|---|---|
| vat | number | Alias for default_tax_rate |
| bank | string | Bank name / BIC |
| iban | string | IBAN or account number for payment |
| name* | string | Your business or freelancer name, printed on the letterhead of every proposal, contract and letter |
| string | Your own email address, printed on every letterhead. Leave it out unless the user gave it: a document that shows an address nobody supplied is worse than one that shows [add: email] | |
| phone | string | Your own phone number. Same rule as email: only if the user gave it |
| vat_id | string | VAT / tax registration id |
| address | string | Postal address, newlines allowed |
| tax_rate | number | Alias for default_tax_rate |
| timezone | string | IANA zone you work in, e.g. Europe/Warsaw. Shared with time-tracker and timezone as your home zone |
| vat_rate | number | Alias for default_tax_rate |
| logo_path | string | Path to a PNG or JPG logo for the letterhead (Pro) |
| brand_color | string | Letterhead colour as a hex code, e.g. 1F3864 (Pro) |
| invoice_prefix | string | Reference prefix used by mcp-invoice; this profile has the same field shape as mcp-invoice, so one profile serves both |
| default_currency | string | ISO code, e.g. EUR, USD. Default EUR |
| default_tax_rate | number | Default VAT percent, quoted on proposals |
| payment_terms_days | number | Default days until payment is due. Default 14 |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"name"
],
"properties": {
"vat": {
"type": "number",
"description": "Alias for default_tax_rate"
},
"bank": {
"type": "string",
"description": "Bank name / BIC"
},
"iban": {
"type": "string",
"description": "IBAN or account number for payment"
},
"name": {
"type": "string",
"description": "Your business or freelancer name, printed on the letterhead of every proposal, contract and letter"
},
"email": {
"type": "string",
"description": "Your own email address, printed on every letterhead. Leave it out unless the user gave it: a document that shows an address nobody supplied is worse than one that shows [add: email]"
},
"phone": {
"type": "string",
"description": "Your own phone number. Same rule as email: only if the user gave it"
},
"vat_id": {
"type": "string",
"description": "VAT / tax registration id"
},
"address": {
"type": "string",
"description": "Postal address, newlines allowed"
},
"tax_rate": {
"type": "number",
"description": "Alias for default_tax_rate"
},
"timezone": {
"type": "string",
"description": "IANA zone you work in, e.g. Europe/Warsaw. Shared with time-tracker and timezone as your home zone"
},
"vat_rate": {
"type": "number",
"description": "Alias for default_tax_rate"
},
"logo_path": {
"type": "string",
"description": "Path to a PNG or JPG logo for the letterhead (Pro)"
},
"brand_color": {
"type": "string",
"description": "Letterhead colour as a hex code, e.g. 1F3864 (Pro)"
},
"invoice_prefix": {
"type": "string",
"description": "Reference prefix used by mcp-invoice; this profile has the same field shape as mcp-invoice, so one profile serves both"
},
"default_currency": {
"type": "string",
"pattern": "^[A-Za-z]{3}$",
"description": "ISO code, e.g. EUR, USD. Default EUR"
},
"default_tax_rate": {
"type": "number",
"description": "Default VAT percent, quoted on proposals"
},
"payment_terms_days": {
"type": "number",
"description": "Default days until payment is due. Default 14"
}
},
"additionalProperties": true
}Call this tool to produce a freelance service agreement .docx. Returns the reference, the fee and the file path. It is a template skeleton for a lawyer to review, not legal advice. Free tier: 3 agreements per month.
| Argument | Type | Description |
|---|---|---|
| fee* | object | |
| client* | string | The client's legal name |
| clauses | array | Extra clauses to append, one paragraph each |
| end_date | string | YYYY-MM-DD, omit for an open-ended engagement |
| out_path | string | Where to write the .docx. Defaults to the data directory |
| services* | string | What you will do, one or two sentences. The document adds parties, term, fee and schedule, plus standard clauses on intellectual property, confidentiality, independent contractor status, liability, termination and governing law |
| overwrite | boolean | Replace out_path if a file is already there. Default false: an existing file is never overwritten |
| start_date* | string | YYYY-MM-DD |
Call this tool to write a real .docx file from structured sections. Returns the file path, the number of blocks written and the layout used. Free and unlimited.
| Argument | Type | Description |
|---|---|---|
| date | string | Date line for the letter layout, default today |
| style | string | Layout, default plain. plain is the title and the body; letter adds a sender block top right, a date and the addressee; proposal adds a letterhead band and a cover title |
| title* | string | Document title, used as the top heading and the file name |
| out_path | string | Where to write the .docx. Defaults to the data directory |
| sections* | array | Sections in order. Each one may carry a heading, paragraphs, a bullet or numbered list and a table |
| overwrite | boolean | Replace out_path if a file is already there. Default false: an existing file is never overwritten |
| recipient | string | Addressee block for the letter layout |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"title",
"sections"
],
"properties": {
"date": {
"type": "string",
"description": "Date line for the letter layout, default today"
},
"style": {
"enum": [
"plain",
"letter",
"proposal"
],
"type": "string",
"description": "Layout, default plain. plain is the title and the body; letter adds a sender block top right, a date and the addressee; proposal adds a letterhead band and a cover title"
},
"title": {
"type": "string",
"description": "Document title, used as the top heading and the file name"
},
"out_path": {
"type": "string",
"description": "Where to write the .docx. Defaults to the data directory"
},
"sections": {
"type": "array",
"items": {
"type": "object",
"properties": {
"level": {
"type": "integer",
"maximum": 6,
"minimum": 1,
"description": "Heading level, default 2"
},
"table": {
"type": "object",
"required": [
"headers",
"rows"
],
"properties": {
"rows": {
"type": "array",
"items": {
"type": "array",
"items": {
"type": "string"
}
}
},
"headers": {
"type": "array",
"items": {
"type": "string"
}
}
},
"description": "A table: one header row plus rows of cells",
"additionalProperties": false
},
"bullets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Bullet list items"
},
"heading": {
"type": "string",
"description": "Section heading"
},
"numbered": {
"type": "array",
"items": {
"type": "string"
},
"description": "Numbered list items"
},
"paragraphs": {
"type": "array",
"items": {
"type": "string"
},
"description": "Body paragraphs. **bold**, *italic* and `code` are honoured"
}
},
"additionalProperties": false
},
"description": "Sections in order. Each one may carry a heading, paragraphs, a bullet or numbered list and a table"
},
"overwrite": {
"type": "boolean",
"description": "Replace out_path if a file is already there. Default false: an existing file is never overwritten"
},
"recipient": {
"type": "string",
"description": "Addressee block for the letter layout"
}
},
"additionalProperties": false
}Delete one document uploaded for your token: name is the name it was uploaded under, without .docx. doc_files lists them. A name nothing is stored under is refused and nothing is deleted.
| Argument | Type | Description |
|---|---|---|
| name* | string |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"maxLength": 70,
"minLength": 1
}
},
"additionalProperties": false
}List the documents uploaded for your token, with their sizes.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}Call this tool to replace {{placeholders}} in a .docx and write a new file, reporting what was filled, unfilled or ignored. Call it with no values to list them. Free: templates up to 10 placeholders.
| Argument | Type | Description |
|---|---|---|
| values | object | Placeholder name to value, e.g. {client: "Acme", fee: "EUR 4,500.00"} |
| out_path | string | Where to write the filled .docx. Defaults to <template>-filled.docx |
| overwrite | boolean | Replace out_path if a file is already there. Default false: an existing file is never overwritten |
| docx_base64 | string | The .docx template itself, base64-encoded, instead of uploading it first |
| template_path | string | Name of a template uploaded with doc_upload |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"values": {
"type": "object",
"description": "Placeholder name to value, e.g. {client: \"Acme\", fee: \"EUR 4,500.00\"}",
"additionalProperties": {
"type": [
"string",
"number",
"boolean"
]
}
},
"out_path": {
"type": "string",
"description": "Where to write the filled .docx. Defaults to <template>-filled.docx"
},
"overwrite": {
"type": "boolean",
"description": "Replace out_path if a file is already there. Default false: an existing file is never overwritten"
},
"docx_base64": {
"type": "string",
"description": "The .docx template itself, base64-encoded, instead of uploading it first"
},
"template_path": {
"type": "string",
"description": "Name of a template uploaded with doc_upload"
}
},
"additionalProperties": false
}Call this tool to turn markdown into a .docx, returning the file and a count of blocks by type. Headings, lists, GFM tables and code fences are honoured. Empty markdown is refused, and so is overwriting without the flag.
| Argument | Type | Description |
|---|---|---|
| style | string | |
| title | string | Document title; defaults to the first heading in the markdown |
| markdown* | string | The markdown source. ATX headings, paragraphs, bullet and numbered lists, GFM pipe tables and fenced code blocks as monospace are honoured, as are **bold**, *italic* and `code` inline |
| out_path | string | Where to write the .docx. Defaults to the data directory |
| overwrite | boolean | Replace out_path if a file is already there. Default false: an existing file is never overwritten |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"markdown"
],
"properties": {
"style": {
"enum": [
"plain",
"letter",
"proposal"
],
"type": "string"
},
"title": {
"type": "string",
"description": "Document title; defaults to the first heading in the markdown"
},
"markdown": {
"type": "string",
"description": "The markdown source. ATX headings, paragraphs, bullet and numbered lists, GFM pipe tables and fenced code blocks as monospace are honoured, as are **bold**, *italic* and `code` inline"
},
"out_path": {
"type": "string",
"description": "Where to write the .docx. Defaults to the data directory"
},
"overwrite": {
"type": "boolean",
"description": "Replace out_path if a file is already there. Default false: an existing file is never overwritten"
}
},
"additionalProperties": false
}Call this tool to extract the text of an existing .docx. Returns an outline of the headings and the full text in document order, or the block structure. Free and unlimited.
| Argument | Type | Description |
|---|---|---|
| path | string | Name of a document uploaded with doc_upload |
| format | string | text (default) returns the readable text, json returns the block structure in document order |
| docx_base64 | string | The .docx itself, base64-encoded, instead of uploading it first |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"path": {
"type": "string",
"description": "Name of a document uploaded with doc_upload"
},
"format": {
"enum": [
"text",
"json"
],
"type": "string",
"description": "text (default) returns the readable text, json returns the block structure in document order"
},
"docx_base64": {
"type": "string",
"description": "The .docx itself, base64-encoded, instead of uploading it first"
}
},
"additionalProperties": false
}Call this tool to convert a .docx to semantic HTML you can open in a browser and print to PDF. Returns the path of the .html file. This is the supported PDF route; no PDF is rendered here. Free and unlimited.
| Argument | Type | Description |
|---|---|---|
| path* | string | Name of a document uploaded with doc_upload, or a document this server just wrote |
| out_path | string | Name for the downloaded .html file |
| overwrite | boolean | Replace out_path if a file is already there. Default false: an existing file is never overwritten |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"path"
],
"properties": {
"path": {
"type": "string",
"description": "Name of a document uploaded with doc_upload, or a document this server just wrote"
},
"out_path": {
"type": "string",
"description": "Name for the downloaded .html file"
},
"overwrite": {
"type": "boolean",
"description": "Replace out_path if a file is already there. Default false: an existing file is never overwritten"
}
},
"additionalProperties": false
}Send an existing Word document to this hosted endpoint. There is no filesystem here, so instead of a path you upload the file once with doc_upload and then pass its name as `path` to doc_read, doc_to_html and doc_fill_template. Give exactly one of docx_base64 or url. url: fetch a public file instead of pasting base64 (recommended above about 10 KB): a 13 KB base64 paste can take minutes to write out, while a url costs one line and the fetch happens here (10 second timeout, at most 3 redirects, public http(s) hosts only, 2 MB cap). Uploads are kept for your token between calls; doc_read and doc_fill_template also take docx_base64 directly; that file is stored under the name you give (default 'inline' / 'template') and can be removed with doc_delete_upload. Documents this server writes come back as a download link valid for one hour.
| Argument | Type | Description |
|---|---|---|
| url | string | url: fetch a public file instead of pasting base64 (recommended above about 10 KB). Public http(s) only; private, link-local and this endpoint's own zone are refused |
| name* | string | Name to refer to this document by: 1-64 characters of letters, digits, underscore or dash, e.g. "contract" |
| docx_base64 | string | The .docx file, base64-encoded |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"name"
],
"properties": {
"url": {
"type": "string",
"description": "url: fetch a public file instead of pasting base64 (recommended above about 10 KB). Public http(s) only; private, link-local and this endpoint's own zone are refused"
},
"name": {
"type": "string",
"maxLength": 70,
"minLength": 1,
"description": "Name to refer to this document by: 1-64 characters of letters, digits, underscore or dash, e.g. \"contract\""
},
"docx_base64": {
"type": "string",
"description": "The .docx file, base64-encoded"
}
},
"additionalProperties": false
}Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it.
| Argument | Type | Description |
|---|---|---|
| key* | string | License key from checkout, MCPL1.<payload>.<signature> |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"key"
],
"properties": {
"key": {
"type": "string",
"description": "License key from checkout, MCPL1.<payload>.<signature>"
}
},
"additionalProperties": false
}Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}Call this tool to produce a client-ready .docx proposal from summary, scope, deliverables, timeline, price and terms. Returns the reference, the total and the file path. Free tier: 3 proposals or contracts per month.
| Argument | Type | Description |
|---|---|---|
| price* | object | |
| scope | array | What is in scope, one bullet each. Omitted from the document if not given or empty |
| client* | string | Client name, printed as 'Prepared for'. The letterhead comes from your business_set profile |
| summary | string | One or two paragraphs on the problem and the approach. Omitted from the document if not given |
| out_path | string | Where to write the .docx. Defaults to the data directory |
| timeline | array | Phases and their durations, rendered as a table. Omitted from the document if not given or empty |
| overwrite | boolean | Replace out_path if a file is already there. Default false: an existing file is never overwritten |
| valid_until | string | YYYY-MM-DD, the date the quote expires |
Rewrite an existing proposal in place from its reference. Only the fields you pass change; the rest comes from the data stored at creation. Returns the fields that changed and the file path.
| Argument | Type | Description |
|---|---|---|
| price | object | |
| scope | array | |
| client | string | |
| summary | string | |
| timeline | array | |
| reference* | string | The proposal reference, e.g. PROP-2026-0001. The same file and the same reference number are kept, so no second document is burned against the free-tier monthly count |
| valid_until | string | |
| deliverables | array | |
| project_title | string |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"reference"
],
"properties": {
"price": {
"type": "object",
"required": [
"amount"
],
"properties": {
"terms": {
"type": "string"
},
"amount": {
"type": "number"
},
"currency": {
"type": "string",
"pattern": "^[A-Za-z]{3}$"
}
},
"additionalProperties": false
},
"scope": {
"type": "array",
"items": {
"type": "string"
}
},
"client": {
"type": "string"
},
"summary": {
"type": "string"
},
"timeline": {
"type": "array",
"items": {
"type": "object",
"required": [
"phase",
"duration"
],
"properties": {
"phase": {
"type": "string"
},
"duration": {
"type": "string"
}
},
"additionalProperties": false
}
},
"reference": {
"type": "string",
"description": "The proposal reference, e.g. PROP-2026-0001. The same file and the same reference number are kept, so no second document is burned against the free-tier monthly count"
},
"valid_until": {
"type": "string"
},
"deliverables": {
"type": "array",
"items": {
"type": "string"
}
},
"project_title": {
"type": "string"
}
},
"additionalProperties": false
}| governing_law |
| string |
| e.g. 'the laws of Poland' |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"client",
"services",
"start_date",
"fee"
],
"properties": {
"fee": {
"type": "object",
"required": [
"amount",
"schedule"
],
"properties": {
"amount": {
"type": "number"
},
"currency": {
"type": "string",
"pattern": "^[A-Za-z]{3}$"
},
"schedule": {
"type": "string",
"description": "e.g. 'monthly in arrears' or '50% up front'"
}
},
"additionalProperties": false
},
"client": {
"type": "string",
"description": "The client's legal name"
},
"clauses": {
"type": "array",
"items": {
"type": "string"
},
"description": "Extra clauses to append, one paragraph each"
},
"end_date": {
"type": "string",
"description": "YYYY-MM-DD, omit for an open-ended engagement"
},
"out_path": {
"type": "string",
"description": "Where to write the .docx. Defaults to the data directory"
},
"services": {
"type": "string",
"description": "What you will do, one or two sentences. The document adds parties, term, fee and schedule, plus standard clauses on intellectual property, confidentiality, independent contractor status, liability, termination and governing law"
},
"overwrite": {
"type": "boolean",
"description": "Replace out_path if a file is already there. Default false: an existing file is never overwritten"
},
"start_date": {
"type": "string",
"description": "YYYY-MM-DD"
},
"governing_law": {
"type": "string",
"description": "e.g. 'the laws of Poland'"
}
},
"additionalProperties": false
}| deliverables |
| array |
| What the client receives, one bullet each. Omitted from the document if not given or empty |
| project_title* | string | Project title |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"client",
"project_title",
"price"
],
"properties": {
"price": {
"type": "object",
"required": [
"amount"
],
"properties": {
"terms": {
"type": "string",
"description": "e.g. '50% on signature, 50% on delivery'"
},
"amount": {
"type": "number",
"description": "Total price in major units, e.g. 4500"
},
"currency": {
"type": "string",
"pattern": "^[A-Za-z]{3}$"
}
},
"additionalProperties": false
},
"scope": {
"type": "array",
"items": {
"type": "string"
},
"description": "What is in scope, one bullet each. Omitted from the document if not given or empty"
},
"client": {
"type": "string",
"description": "Client name, printed as 'Prepared for'. The letterhead comes from your business_set profile"
},
"summary": {
"type": "string",
"description": "One or two paragraphs on the problem and the approach. Omitted from the document if not given"
},
"out_path": {
"type": "string",
"description": "Where to write the .docx. Defaults to the data directory"
},
"timeline": {
"type": "array",
"items": {
"type": "object",
"required": [
"phase",
"duration"
],
"properties": {
"phase": {
"type": "string"
},
"duration": {
"type": "string",
"description": "e.g. '2 weeks'"
}
},
"additionalProperties": false
},
"description": "Phases and their durations, rendered as a table. Omitted from the document if not given or empty"
},
"overwrite": {
"type": "boolean",
"description": "Replace out_path if a file is already there. Default false: an existing file is never overwritten"
},
"valid_until": {
"type": "string",
"description": "YYYY-MM-DD, the date the quote expires"
},
"deliverables": {
"type": "array",
"items": {
"type": "string"
},
"description": "What the client receives, one bullet each. Omitted from the document if not given or empty"
},
"project_title": {
"type": "string",
"description": "Project title"
}
},
"additionalProperties": false
}