Timix.AI

Official114 tools

by timix

Time tracking, live project budgets, and billing exports for service firms.

🛠️ Key Features

Time tracking across projects and clients
Live project budgets with real-time updates
Billing exports for service firms
Clear readmeExcerpt-based overview

🚀 Use Cases

Track billable hours for client projects
Monitor project budget against actuals
Generate invoices and export billing data

⚡ Developer Benefits

Concise server data model (name, description, topics, toolCount, readmeExcerpt)
Easily searchable by slug and description
Extensible for service-firm workflows and reporting

⚠️ Limitations

Data fields provided in source are minimal; no explicit toolCount or topics listed
Feature details inferred from description; may require validation in integration

Captured live from the server via tools/list.

get_hours_summary

Get a summary of hours logged for a user or team over a date range

Parameters3

start_date	string	required	Start date for the summary period (ISO 8601 format, e.g. 2026-01-01)
end_date	string	required	End date for the summary period (ISO 8601 format, e.g. 2026-01-31)
scope	string	optional	Scope of the summary: 'user' for individual user hours, 'team' for organization-wide overview. Defaults to 'user'.

Raw schema

{
  "type": "object",
  "properties": {
    "start_date": {
      "type": "string",
      "description": "Start date for the summary period (ISO 8601 format, e.g. 2026-01-01)"
    },
    "end_date": {
      "type": "string",
      "description": "End date for the summary period (ISO 8601 format, e.g. 2026-01-31)"
    },
    "scope": {
      "type": "string",
      "description": "Scope of the summary: 'user' for individual user hours, 'team' for organization-wide overview. Defaults to 'user'."
    }
  },
  "required": [
    "start_date",
    "end_date"
  ]
}

get_dashboard_metrics

Get organization dashboard metrics including utilization, revenue, and active projects

Parameters1

month

string

optional

Month to get metrics for in YYYY-MM format (e.g. 2026-01). Defaults to current month if not provided.

Raw schema

{
  "type": "object",
  "properties": {
    "month": {
      "type": "string",
      "description": "Month to get metrics for in YYYY-MM format (e.g. 2026-01). Defaults to current month if not provided."
    }
  }
}

get_customer_info

Get detailed information about a customer including health score and portfolio

Parameters1

customer_id

string

required

The unique identifier of the customer to retrieve information for

Raw schema

{
  "type": "object",
  "properties": {
    "customer_id": {
      "type": "string",
      "description": "The unique identifier of the customer to retrieve information for"
    }
  },
  "required": [
    "customer_id"
  ]
}

get_project_status

Get detailed project status including budget, hours, and task breakdown

Parameters1

project_id

string

required

The unique identifier of the project to retrieve status for

Raw schema

{
  "type": "object",
  "properties": {
    "project_id": {
      "type": "string",
      "description": "The unique identifier of the project to retrieve status for"
    }
  },
  "required": [
    "project_id"
  ]
}

get_billing_report

Get billing summary for a customer over a date range

Parameters3

customer_id	string	required	The customer ID to get billing report for
start_date	string	required	Start date in YYYY-MM-DD format
end_date	string	required	End date in YYYY-MM-DD format

Raw schema

{
  "type": "object",
  "properties": {
    "customer_id": {
      "type": "string",
      "description": "The customer ID to get billing report for"
    },
    "start_date": {
      "type": "string",
      "description": "Start date in YYYY-MM-DD format"
    },
    "end_date": {
      "type": "string",
      "description": "End date in YYYY-MM-DD format"
    }
  },
  "required": [
    "customer_id",
    "start_date",
    "end_date"
  ]
}

get_budget_alerts

Get all budget alerts for the organization showing projects that are over or near budget

Parameters

No parameters.

Raw schema

{
  "type": "object"
}

list_customers

List all customers in the organization

Parameters

No parameters.

Raw schema

{
  "type": "object"
}

list_projects

List all projects in the organization with their status and budget information

Parameters1

customer_id

string

optional

Optional customer ID to filter projects by customer

Raw schema

{
  "type": "object",
  "properties": {
    "customer_id": {
      "type": "string",
      "description": "Optional customer ID to filter projects by customer"
    }
  }
}

get_my_time_entries

Get the current user's time entry analytics for a date range, including hours breakdown by project and customer, billable vs non-billable split, and target comparison

Parameters2

start_date	string	required	Start date for the analytics period (ISO 8601 format, e.g. 2026-01-01)
end_date	string	required	End date for the analytics period (ISO 8601 format, e.g. 2026-01-31)

Raw schema

{
  "type": "object",
  "properties": {
    "start_date": {
      "type": "string",
      "description": "Start date for the analytics period (ISO 8601 format, e.g. 2026-01-01)"
    },
    "end_date": {
      "type": "string",
      "description": "End date for the analytics period (ISO 8601 format, e.g. 2026-01-31)"
    }
  },
  "required": [
    "start_date",
    "end_date"
  ]
}

get_resource_utilization

Get team resource utilization summary showing target hours, actual hours, billable hours, and utilization percentage for the organization

Parameters2

start_date	string	required	Start date for the utilization period (ISO 8601 format, e.g. 2026-01-01)
end_date	string	required	End date for the utilization period (ISO 8601 format, e.g. 2026-01-31)

Raw schema

{
  "type": "object",
  "properties": {
    "start_date": {
      "type": "string",
      "description": "Start date for the utilization period (ISO 8601 format, e.g. 2026-01-01)"
    },
    "end_date": {
      "type": "string",
      "description": "End date for the utilization period (ISO 8601 format, e.g. 2026-01-31)"
    }
  },
  "required": [
    "start_date",
    "end_date"
  ]
}

get_unbilled_time

Get a summary of unbilled time across the organization, including total hours, total amount, number of entries, and aging information

Parameters

No parameters.

Raw schema

{
  "type": "object"
}

get_budget_health

Get overall budget health summary for the organization, including project counts by status (on-track, warning, critical), total remaining budget hours, and active alerts

Parameters

No parameters.

Raw schema

{
  "type": "object"
}

get_employee_timesheet

Get an employee's timesheet report showing target hours, actual hours logged, and variance. Can look up by employee name or default to the requesting user.

Parameters3

employee_name	string	optional	Name of the employee to look up. Leave empty or say 'me' for your own timesheet.
start_date	string	required	Start date in YYYY-MM-DD format
end_date	string	required	End date in YYYY-MM-DD format

Raw schema

{
  "type": "object",
  "properties": {
    "employee_name": {
      "type": "string",
      "description": "Name of the employee to look up. Leave empty or say 'me' for your own timesheet."
    },
    "start_date": {
      "type": "string",
      "description": "Start date in YYYY-MM-DD format"
    },
    "end_date": {
      "type": "string",
      "description": "End date in YYYY-MM-DD format"
    }
  },
  "required": [
    "start_date",
    "end_date"
  ]
}

list_my_time_entries

List the current user's own individual time entries for a date range, with project name, task/subtask ids, hours, description, billable flag and status. Use this to see exactly what was logged (the per-entry detail), as opposed to aggregated totals.

Parameters3

start_date	string	required	Start date of the range (ISO 8601 format, e.g. 2026-01-01)
end_date	string	required	End date of the range (ISO 8601 format, e.g. 2026-01-31)
limit	integer	optional	Optional maximum number of entries to return (1-200, default 200). Entries are returned most-recent first.

Raw schema

{
  "type": "object",
  "properties": {
    "start_date": {
      "type": "string",
      "description": "Start date of the range (ISO 8601 format, e.g. 2026-01-01)"
    },
    "end_date": {
      "type": "string",
      "description": "End date of the range (ISO 8601 format, e.g. 2026-01-31)"
    },
    "limit": {
      "type": "integer",
      "description": "Optional maximum number of entries to return (1-200, default 200). Entries are returned most-recent first."
    }
  },
  "required": [
    "start_date",
    "end_date"
  ]
}

find_billing_work

Find the projects, tasks and subtasks in your organization where time can be tracked, optionally filtered by a name fragment. Use this to locate where to record work. Returns ids and names only.

Parameters3

query	string	optional	Optional case-insensitive name fragment to filter projects (or tasks when project_id is supplied).
project_id	string	optional	Optional project id to drill into. When supplied, returns that project's tasks and subtasks.
max_results	integer	optional	Optional maximum number of rows to return (1-50, default 50).

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Optional case-insensitive name fragment to filter projects (or tasks when project_id is supplied)."
    },
    "project_id": {
      "type": "string",
      "description": "Optional project id to drill into. When supplied, returns that project's tasks and subtasks."
    },
    "max_results": {
      "type": "integer",
      "description": "Optional maximum number of rows to return (1-50, default 50)."
    }
  }
}

get_project_team

Get the people associated with a project: who is ASSIGNED to it (formally responsible / accountable) and the TOP CONTRIBUTORS by hours logged (who is actually doing the work and driving the budget/overrun). Use this to answer 'who is responsible for / working on a project', especially when a project is over budget. Budget-alert results include the project_id you can pass directly into this tool.

Parameters1

project_id

string

required

The unique identifier of the project. Resolve a project name to its ID with find_billing_work or list_projects first.

Raw schema

{
  "type": "object",
  "properties": {
    "project_id": {
      "type": "string",
      "description": "The unique identifier of the project. Resolve a project name to its ID with find_billing_work or list_projects first."
    }
  },
  "required": [
    "project_id"
  ]
}

log_time

Create a single time entry on a subtask for the current user. Requires permission to log time.

Parameters5

subtask_id	string	required	Id of the subtask to log time against. All time entries are recorded at the subtask level.
date	string	required	Date of the work (ISO 8601 format, e.g. 2026-01-15).
hours	number	required	Number of hours worked (greater than 0 and at most 24).
start_time	string	optional	Optional start time of day in 24-hour HH:mm (e.g. "12:00"). Set this when the user gives a specific time or a time range (and put the range length in 'hours'); the entry then runs from this time for 'hours'. Defaults to 09:00 when omitted.
text	string	optional	Optional description of the work performed.

Raw schema

{
  "type": "object",
  "properties": {
    "subtask_id": {
      "type": "string",
      "description": "Id of the subtask to log time against. All time entries are recorded at the subtask level."
    },
    "date": {
      "type": "string",
      "description": "Date of the work (ISO 8601 format, e.g. 2026-01-15)."
    },
    "hours": {
      "type": "number",
      "description": "Number of hours worked (greater than 0 and at most 24)."
    },
    "start_time": {
      "type": "string",
      "description": "Optional start time of day in 24-hour HH:mm (e.g. \"12:00\"). Set this when the user gives a specific time or a time range (and put the range length in 'hours'); the entry then runs from this time for 'hours'. Defaults to 09:00 when omitted."
    },
    "text": {
      "type": "string",
      "description": "Optional description of the work performed."
    }
  },
  "required": [
    "subtask_id",
    "date",
    "hours"
  ]
}

suggest_holiday_profile

Look up the official public/national holidays for a country (ISO-2 code, e.g. US, IL, GB) and year from an authoritative public source (Hebcal for Israel, Nager.Date for everywhere else). Returns a DRAFT list of holiday dates: each is either a full day off or a half/partial working day (with a start/end working window). Use this to PROPOSE a holiday profile — never invent holiday dates from memory. The dates returned are authoritative for that exact year.

Parameters2

country	string	required	ISO-2 country code (two letters), e.g. "US", "IL", "GB", "DE".
year	integer	required	The calendar year to look up holidays for (e.g. 2026).

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "description": "ISO-2 country code (two letters), e.g. \"US\", \"IL\", \"GB\", \"DE\"."
    },
    "year": {
      "type": "integer",
      "description": "The calendar year to look up holidays for (e.g. 2026)."
    }
  },
  "required": [
    "country",
    "year"
  ]
}

create_holiday_profile

Create and SAVE a national-holiday profile for the organization for a specific year, AFTER the user has explicitly reviewed and confirmed the holiday list. Each holiday is either a full day off or a half/partial working day (with a start/end working window). Holiday dates MUST come from suggest_holiday_profile or the user — never invent dates. Only call this once the user has confirmed; do not call it to preview.

Parameters7

name	string	required	A descriptive profile name, e.g. "US Holidays 2026" or "Israel 2026".
year	integer	required	The calendar year this profile governs (e.g. 2026). It applies only to its year.
holidays	string	required	A JSON array (as a string) of the confirmed holidays, each an object: {"date":"YYYY-MM-DD","name":"...","full_day_off":true\|false,"window_start":"HH:mm","window_end":"HH:mm"}. Dates must be within the profile's year. full_day_off=false means a half/partial working day — include window_start/window_end; otherwise omit them. Example: [{"date":"2026-01-01","name":"New Year's Day","full_day_off":true},{"date":"2026-04-01","name":"Erev Pesach","full_day_off":false,"window_start":"08:00","window_end":"13:00"}]
default_for_countries	string	optional	Optional comma-separated ISO-2 country codes this profile is the country-default for (for its year), e.g. "US" or "US,CA".
set_as_default	boolean	optional	Optional. Set this profile as the organization's default holiday set for its year.
source	string	optional	Provenance of the dates: "hebcal", "nager", "manual", or "ai". Use the source returned by suggest_holiday_profile.
notes	string	optional	Optional free-text notes about this profile.

Raw schema

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "A descriptive profile name, e.g. \"US Holidays 2026\" or \"Israel 2026\"."
    },
    "year": {
      "type": "integer",
      "description": "The calendar year this profile governs (e.g. 2026). It applies only to its year."
    },
    "holidays": {
      "type": "string",
      "description": "A JSON array (as a string) of the confirmed holidays, each an object: {\"date\":\"YYYY-MM-DD\",\"name\":\"...\",\"full_day_off\":true|false,\"window_start\":\"HH:mm\",\"window_end\":\"HH:mm\"}. Dates must be within the profile's year. full_day_off=false means a half/partial working day — include window_start/window_end; otherwise omit them. Example: [{\"date\":\"2026-01-01\",\"name\":\"New Year's Day\",\"full_day_off\":true},{\"date\":\"2026-04-01\",\"name\":\"Erev Pesach\",\"full_day_off\":false,\"window_start\":\"08:00\",\"window_end\":\"13:00\"}]"
    },
    "default_for_countries": {
      "type": "string",
      "description": "Optional comma-separated ISO-2 country codes this profile is the country-default for (for its year), e.g. \"US\" or \"US,CA\"."
    },
    "set_as_default": {
      "type": "boolean",
      "description": "Optional. Set this profile as the organization's default holiday set for its year."
    },
    "source": {
      "type": "string",
      "description": "Provenance of the dates: \"hebcal\", \"nager\", \"manual\", or \"ai\". Use the source returned by suggest_holiday_profile."
    },
    "notes": {
      "type": "string",
      "description": "Optional free-text notes about this profile."
    }
  },
  "required": [
    "name",
    "year",
    "holidays"
  ]
}

create_customer

Create a new billing customer in your organization. The organization is fixed by your context - never pass an organization id.

Parameters6

name	string	required	Customer name (required).
description	string	optional	Optional customer description (max 200 characters).
currency	string	optional	Optional ISO 4217 currency code (e.g. USD, EUR). Defaults to USD.
country	string	optional	Optional country.
contact_email	string	optional	Optional primary contact email address.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "Customer name (required)."
    },
    "description": {
      "type": "string",
      "description": "Optional customer description (max 200 characters)."
    },
    "currency": {
      "type": "string",
      "description": "Optional ISO 4217 currency code (e.g. USD, EUR). Defaults to USD."
    },
    "country": {
      "type": "string",
      "description": "Optional country."
    },
    "contact_email": {
      "type": "string",
      "description": "Optional primary contact email address."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "name"
  ]
}

create_project

Create a new billing project under one of your customers. The organization is fixed by your context; customer_id must be a customer in your organization. Discover ids with find_billing_work - never ask the user for an id.

Parameters6

customer_id	string	required	Id of the customer this project belongs to (required). Must be a customer in your organization.
name	string	required	Project name (required).
description	string	optional	Optional project description (max 1000 characters).
billing_type	string	required	Billing type to allow on the project (required). One of: TM, Fix, OVH.
create_general_activity	boolean	optional	Optional. When true (the default for this tool), also create a default visible "General" task + activity so time can be logged on the project immediately. Set false to create an empty project with no activities yet.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "customer_id": {
      "type": "string",
      "description": "Id of the customer this project belongs to (required). Must be a customer in your organization."
    },
    "name": {
      "type": "string",
      "description": "Project name (required)."
    },
    "description": {
      "type": "string",
      "description": "Optional project description (max 1000 characters)."
    },
    "billing_type": {
      "type": "string",
      "description": "Billing type to allow on the project (required). One of: TM, Fix, OVH.",
      "enum": [
        "TM",
        "Fix",
        "OVH"
      ]
    },
    "create_general_activity": {
      "type": "boolean",
      "description": "Optional. When true (the default for this tool), also create a default visible \"General\" task + activity so time can be logged on the project immediately. Set false to create an empty project with no activities yet."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "customer_id",
    "name",
    "billing_type"
  ]
}

create_task

Create a task under a project. Tasks group the subtasks that time is logged against. The task inherits its allowed billing types from the parent project. Discover ids with find_billing_work - never ask the user for an id.

Parameters5

project_id	string	required	Id of the parent project (required). Must be a project in your organization.
name	string	required	Task name (required).
description	string	optional	Optional task description.
create_general_activity	boolean	optional	Optional. When true (the default for this tool), also create a default visible "General" activity under the task so time can be logged immediately. Set false to create a task with no activities yet.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "project_id": {
      "type": "string",
      "description": "Id of the parent project (required). Must be a project in your organization."
    },
    "name": {
      "type": "string",
      "description": "Task name (required)."
    },
    "description": {
      "type": "string",
      "description": "Optional task description."
    },
    "create_general_activity": {
      "type": "boolean",
      "description": "Optional. When true (the default for this tool), also create a default visible \"General\" activity under the task so time can be logged immediately. Set false to create a task with no activities yet."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "project_id",
    "name"
  ]
}

create_subtask

Create a subtask under a task. All time entries are logged against subtasks, so every task needs at least one. The subtask inherits a valid billing type from the parent task. Discover ids with find_billing_work - never ask the user for an id.

Parameters4

task_id	string	required	Id of the parent task (required). Must be a task in your organization.
name	string	required	Subtask name (required).
description	string	optional	Optional subtask description.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "task_id": {
      "type": "string",
      "description": "Id of the parent task (required). Must be a task in your organization."
    },
    "name": {
      "type": "string",
      "description": "Subtask name (required)."
    },
    "description": {
      "type": "string",
      "description": "Optional subtask description."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "task_id",
    "name"
  ]
}

invite_user

Invite a person to join your organization by email at a chosen role. The organization is fixed by your context - never pass an organization id. Valid roles: Admin, Finance, Manager, Member, Viewer (you can only invite at a role no more privileged than your own). The invitee receives an email with an acceptance link.

Parameters3

email	string	required	Email address of the person to invite (required).
role	string	required	Role to grant on acceptance (required). One of: Admin, Finance, Manager, Member, Viewer. You cannot invite at a role more privileged than your own.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "email": {
      "type": "string",
      "description": "Email address of the person to invite (required)."
    },
    "role": {
      "type": "string",
      "description": "Role to grant on acceptance (required). One of: Admin, Finance, Manager, Member, Viewer. You cannot invite at a role more privileged than your own.",
      "enum": [
        "Admin",
        "Finance",
        "Manager",
        "Member",
        "Viewer"
      ]
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "email",
    "role"
  ]
}

assign_user_to_project

Assign a member to a project so they can see it and log time against its tasks. Identify the member by email (preferred) or by org_user_id, and the project by project_id (discover ids with find_billing_work - never ask the user for an id). The organization is fixed by your context.

Parameters4

project_id	string	required	Id of the project to assign the member to (required). Must be a project in your organization.
email	string	optional	Email of the member to assign (preferred). Provide this OR org_user_id.
org_user_id	string	optional	Organization-user id of the member to assign. Provide this OR email.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "project_id": {
      "type": "string",
      "description": "Id of the project to assign the member to (required). Must be a project in your organization."
    },
    "email": {
      "type": "string",
      "description": "Email of the member to assign (preferred). Provide this OR org_user_id."
    },
    "org_user_id": {
      "type": "string",
      "description": "Organization-user id of the member to assign. Provide this OR email."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "project_id"
  ]
}

update_org_settings

Update core settings for your organization: name, country, default_time_zone, base_currency, first_day_of_month (1-28), auto_close_month_after_days, and the budget alert thresholds (budget_warning_threshold_percent must be less than budget_critical_threshold_percent). The organization is fixed by your context - never pass an organization id. Only the fields you provide are changed; everything else is left as-is.

Parameters9

name	string	optional	Organization display name.
country	string	optional	Organization country.
default_time_zone	string	optional	Default IANA/Windows time zone id (e.g. America/New_York).
base_currency	string	optional	Base ISO 4217 currency code (e.g. USD, EUR).
first_day_of_month	integer	optional	Day the billing month starts (1-28).
auto_close_month_after_days	integer	optional	Auto-close a month this many days after it ends (0 = never).
budget_warning_threshold_percent	integer	optional	Utilization % at which a project is flagged At-Risk (must be less than the critical threshold).
budget_critical_threshold_percent	integer	optional	Utilization % at which a project is flagged Over-Budget (must be greater than the warning threshold).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "Organization display name."
    },
    "country": {
      "type": "string",
      "description": "Organization country."
    },
    "default_time_zone": {
      "type": "string",
      "description": "Default IANA/Windows time zone id (e.g. America/New_York)."
    },
    "base_currency": {
      "type": "string",
      "description": "Base ISO 4217 currency code (e.g. USD, EUR)."
    },
    "first_day_of_month": {
      "type": "integer",
      "description": "Day the billing month starts (1-28)."
    },
    "auto_close_month_after_days": {
      "type": "integer",
      "description": "Auto-close a month this many days after it ends (0 = never)."
    },
    "budget_warning_threshold_percent": {
      "type": "integer",
      "description": "Utilization % at which a project is flagged At-Risk (must be less than the critical threshold)."
    },
    "budget_critical_threshold_percent": {
      "type": "integer",
      "description": "Utilization % at which a project is flagged Over-Budget (must be greater than the warning threshold)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  }
}

update_customer

Update an existing billing customer in your organization. Only the fields you provide are changed; everything else is left as-is (PATCH semantics). Discover ids with find_billing_work - never ask the user for an id.

Parameters10

customer_id	string	required	Id of the customer to update (required). Must be a customer in your organization.
name	string	optional	New customer name (2-50 characters).
description	string	optional	Customer description (max 200 characters).
country	string	optional	Customer country.
contact_name	string	optional	Primary contact person name.
contact_email	string	optional	Primary contact email address.
contact_phone	string	optional	Primary contact phone number.
currency	string	optional	ISO 4217 currency code (e.g. USD, EUR).
status	string	optional	Customer status. One of: Active, Inactive.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "customer_id": {
      "type": "string",
      "description": "Id of the customer to update (required). Must be a customer in your organization."
    },
    "name": {
      "type": "string",
      "description": "New customer name (2-50 characters)."
    },
    "description": {
      "type": "string",
      "description": "Customer description (max 200 characters)."
    },
    "country": {
      "type": "string",
      "description": "Customer country."
    },
    "contact_name": {
      "type": "string",
      "description": "Primary contact person name."
    },
    "contact_email": {
      "type": "string",
      "description": "Primary contact email address."
    },
    "contact_phone": {
      "type": "string",
      "description": "Primary contact phone number."
    },
    "currency": {
      "type": "string",
      "description": "ISO 4217 currency code (e.g. USD, EUR)."
    },
    "status": {
      "type": "string",
      "description": "Customer status. One of: Active, Inactive.",
      "enum": [
        "Active",
        "Inactive"
      ]
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "customer_id"
  ]
}

update_project

Update an existing billing project in your organization. Only the fields you provide are changed (PATCH semantics). You can rename the project, update its description, change its status, toggle which billing types are allowed (TM/Fix/OVH), and set per-type hour limits. Discover ids with find_billing_work - never ask the user for an id.

Parameters9

project_id	string	required	Id of the project to update (required). Must be a project in your organization.
name	string	optional	New project name.
description	string	optional	Project description (max 1000 characters).
status	string	optional	Project status. One of: Active, OnHold, Completed, Cancelled.
billing_types	string	optional	Comma-separated list of billing types to allow on this project. One or more of: TM, Fix, OVH. Replaces the entire set — include all types you want to keep.
tm_hour_limit	integer	optional	T&M (Time & Materials) hour limit for this project (0 = unlimited).
fix_hour_limit	integer	optional	Fixed-price hour limit for this project (0 = unlimited).
ovh_hour_limit	integer	optional	Overhead hour limit for this project (0 = unlimited).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "project_id": {
      "type": "string",
      "description": "Id of the project to update (required). Must be a project in your organization."
    },
    "name": {
      "type": "string",
      "description": "New project name."
    },
    "description": {
      "type": "string",
      "description": "Project description (max 1000 characters)."
    },
    "status": {
      "type": "string",
      "description": "Project status. One of: Active, OnHold, Completed, Cancelled.",
      "enum": [
        "Active",
        "OnHold",
        "Completed",
        "Cancelled"
      ]
    },
    "billing_types": {
      "type": "string",
      "description": "Comma-separated list of billing types to allow on this project. One or more of: TM, Fix, OVH. Replaces the entire set — include all types you want to keep."
    },
    "tm_hour_limit": {
      "type": "integer",
      "description": "T&M (Time & Materials) hour limit for this project (0 = unlimited)."
    },
    "fix_hour_limit": {
      "type": "integer",
      "description": "Fixed-price hour limit for this project (0 = unlimited)."
    },
    "ovh_hour_limit": {
      "type": "integer",
      "description": "Overhead hour limit for this project (0 = unlimited)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "project_id"
  ]
}

update_task

Update an existing task in your organization. Only the fields you provide are changed (PATCH semantics). You can rename the task, update its description, change its status, and set per-type hour limits. Discover ids with find_billing_work - never ask the user for an id.

Parameters8

task_id	string	required	Id of the task to update (required). Must be a task in your organization.
name	string	optional	New task name.
description	string	optional	Task description.
status	string	optional	Task status. One of: Active, Inactive, Completed.
tm_hour_limit	integer	optional	T&M (Time & Materials) hour limit for this task (0 = unlimited).
fix_hour_limit	integer	optional	Fixed-price hour limit for this task (0 = unlimited).
ovh_hour_limit	integer	optional	Overhead hour limit for this task (0 = unlimited).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "task_id": {
      "type": "string",
      "description": "Id of the task to update (required). Must be a task in your organization."
    },
    "name": {
      "type": "string",
      "description": "New task name."
    },
    "description": {
      "type": "string",
      "description": "Task description."
    },
    "status": {
      "type": "string",
      "description": "Task status. One of: Active, Inactive, Completed.",
      "enum": [
        "Active",
        "Inactive",
        "Completed"
      ]
    },
    "tm_hour_limit": {
      "type": "integer",
      "description": "T&M (Time & Materials) hour limit for this task (0 = unlimited)."
    },
    "fix_hour_limit": {
      "type": "integer",
      "description": "Fixed-price hour limit for this task (0 = unlimited)."
    },
    "ovh_hour_limit": {
      "type": "integer",
      "description": "Overhead hour limit for this task (0 = unlimited)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "task_id"
  ]
}

update_subtask

Update an existing subtask in your organization. Only the fields you provide are changed (PATCH semantics). You can rename the subtask, update its description, change its status, billing type, and set an hour limit. Discover ids with find_billing_work - never ask the user for an id.

Parameters7

subtask_id	string	required	Id of the subtask to update (required). Must be a subtask in your organization.
name	string	optional	New subtask name.
description	string	optional	Subtask description.
status	string	optional	Subtask status. One of: Active, Inactive, Completed.
billing_type	string	optional	Billing type for this subtask. One of: TM, Fix, OVH. Must be allowed by the parent task.
hour_limit	integer	optional	Hour limit for this subtask (0 = unlimited). Validated against the parent task's limit for the subtask's billing type.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "subtask_id": {
      "type": "string",
      "description": "Id of the subtask to update (required). Must be a subtask in your organization."
    },
    "name": {
      "type": "string",
      "description": "New subtask name."
    },
    "description": {
      "type": "string",
      "description": "Subtask description."
    },
    "status": {
      "type": "string",
      "description": "Subtask status. One of: Active, Inactive, Completed.",
      "enum": [
        "Active",
        "Inactive",
        "Completed"
      ]
    },
    "billing_type": {
      "type": "string",
      "description": "Billing type for this subtask. One of: TM, Fix, OVH. Must be allowed by the parent task.",
      "enum": [
        "TM",
        "Fix",
        "OVH"
      ]
    },
    "hour_limit": {
      "type": "integer",
      "description": "Hour limit for this subtask (0 = unlimited). Validated against the parent task's limit for the subtask's billing type."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "subtask_id"
  ]
}

create_time_report

Create a new time entry on a subtask for the current user. The entry is always attributed to you — you cannot create entries on behalf of another user. Supply subtask_id, the date (ISO 8601 YYYY-MM-DD), start_time (HH:mm, defaults to 09:00), and hours.

Parameters6

subtask_id	string	required	Id of the subtask to log time against.
date	string	required	Date of the work (ISO 8601 YYYY-MM-DD, e.g. 2026-01-15).
hours	number	required	Hours worked (> 0 and ≤ 24).
start_time	string	optional	Optional start time in 24-h HH:mm (defaults to 09:00).
text	string	optional	Optional description of the work performed (max 1000 characters).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "subtask_id": {
      "type": "string",
      "description": "Id of the subtask to log time against."
    },
    "date": {
      "type": "string",
      "description": "Date of the work (ISO 8601 YYYY-MM-DD, e.g. 2026-01-15)."
    },
    "hours": {
      "type": "number",
      "description": "Hours worked (> 0 and ≤ 24)."
    },
    "start_time": {
      "type": "string",
      "description": "Optional start time in 24-h HH:mm (defaults to 09:00)."
    },
    "text": {
      "type": "string",
      "description": "Optional description of the work performed (max 1000 characters)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "subtask_id",
    "date",
    "hours"
  ]
}

update_time_report

Update fields on one of your own time entries (PATCH — only the fields you supply are changed; everything else is left as-is). Supply the time_report_id plus any combination of date, start_time, hours, and text.

Parameters6

time_report_id	string	required	Id of the time entry to update.
date	string	optional	New date (ISO 8601 YYYY-MM-DD).
hours	number	optional	New duration in hours (> 0 and ≤ 24).
start_time	string	optional	New start time in 24-h HH:mm.
text	string	optional	New description (max 1000 characters).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "time_report_id": {
      "type": "string",
      "description": "Id of the time entry to update."
    },
    "date": {
      "type": "string",
      "description": "New date (ISO 8601 YYYY-MM-DD)."
    },
    "hours": {
      "type": "number",
      "description": "New duration in hours (> 0 and ≤ 24)."
    },
    "start_time": {
      "type": "string",
      "description": "New start time in 24-h HH:mm."
    },
    "text": {
      "type": "string",
      "description": "New description (max 1000 characters)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "time_report_id"
  ]
}

bulk_create_time_reports

Create multiple time entries in one call. Supply an 'entries' array where each item has subtask_id, date (YYYY-MM-DD), and hours (> 0 and ≤ 24); optionally start_time (HH:mm, defaults to 09:00) and text. Entries are always attributed to you. Returns per-item results (partial failures are reported rather than aborting the batch). Max 50 entries.

Parameters2

entries	array	required	List of time entries to create (max 50).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "entries": {
      "type": "array",
      "description": "List of time entries to create (max 50).",
      "items": {
        "type": "object",
        "properties": {
          "subtask_id": {
            "type": "string",
            "description": "Id of the subtask to log time against."
          },
          "date": {
            "type": "string",
            "description": "Date of the work (YYYY-MM-DD)."
          },
          "hours": {
            "type": "number",
            "description": "Hours worked (> 0 and ≤ 24)."
          },
          "start_time": {
            "type": "string",
            "description": "Optional start time in 24-h HH:mm (defaults to 09:00)."
          },
          "text": {
            "type": "string",
            "description": "Optional description (max 1000 characters)."
          }
        },
        "required": [
          "subtask_id",
          "date",
          "hours"
        ]
      }
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "entries"
  ]
}

bulk_update_time_reports

Apply a common text description update to multiple of your own time entries. Supply ids (list of time-report ids, max 100) and text (the new description). Returns per-id results — partial failures are reported rather than aborting the whole batch.

Parameters3

ids	array	required	Ids of the time entries to update (max 100).
text	string	required	New description to apply to all entries (max 1000 characters).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "ids": {
      "type": "array",
      "description": "Ids of the time entries to update (max 100).",
      "items": {
        "type": "string"
      }
    },
    "text": {
      "type": "string",
      "description": "New description to apply to all entries (max 1000 characters)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "ids",
    "text"
  ]
}

copy_period

Copy your own time entries from a source date range into a target date range, preserving each entry's weekday offset relative to the source start (e.g. copy last week to this week). New entries are created as Draft. The source range cannot exceed 31 days. Supply source_start_date, source_end_date, and target_start_date (all ISO 8601 YYYY-MM-DD).

Parameters4

source_start_date	string	required	Inclusive start of the range to copy FROM (YYYY-MM-DD).
source_end_date	string	required	Inclusive end of the range to copy FROM (YYYY-MM-DD).
target_start_date	string	required	The first date of the target range (source_start_date maps here, YYYY-MM-DD).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "source_start_date": {
      "type": "string",
      "description": "Inclusive start of the range to copy FROM (YYYY-MM-DD)."
    },
    "source_end_date": {
      "type": "string",
      "description": "Inclusive end of the range to copy FROM (YYYY-MM-DD)."
    },
    "target_start_date": {
      "type": "string",
      "description": "The first date of the target range (source_start_date maps here, YYYY-MM-DD)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "source_start_date",
    "source_end_date",
    "target_start_date"
  ]
}

start_timer

Start (or replace) your running timer on a subtask. There is at most one running timer per user; starting a new one replaces any existing. Stop it later with stop_timer to create a Draft time entry, or cancel it with cancel_timer to discard it. Supply subtask_id.

Parameters3

subtask_id	string	required	Id of the subtask to track time against.
description	string	optional	Optional description of the work being tracked.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "subtask_id": {
      "type": "string",
      "description": "Id of the subtask to track time against."
    },
    "description": {
      "type": "string",
      "description": "Optional description of the work being tracked."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "subtask_id"
  ]
}

stop_timer

Stop your running timer. The elapsed time is computed and a Draft time entry is created automatically. Returns the created time entry. No arguments needed.

Parameters1

idempotency_key

string

optional

Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  }
}

cancel_timer

Cancel (discard) your running timer without creating a time entry. The elapsed time is lost. No arguments needed.

Parameters1

idempotency_key

string

optional

Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  }
}

submit_timesheet

Submit your time entries for a given month for manager approval. Draft and Rejected entries in the month are transitioned to Submitted. A billing-closed month cannot be submitted. Supply year and month (1-12).

Parameters3

year	integer	required	Calendar year of the month to submit (e.g. 2026).
month	integer	required	Calendar month to submit (1-12).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Calendar year of the month to submit (e.g. 2026)."
    },
    "month": {
      "type": "integer",
      "description": "Calendar month to submit (1-12)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "year",
    "month"
  ]
}

recall_timesheet

Withdraw your submitted timesheet for a given month back to Draft (un-submit), reopening entries for editing. Only valid while the period is Submitted — after approval ask a manager to reopen it. Supply year and month (1-12).

Parameters3

year	integer	required	Calendar year of the month to recall (e.g. 2026).
month	integer	required	Calendar month to recall (1-12).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Calendar year of the month to recall (e.g. 2026)."
    },
    "month": {
      "type": "integer",
      "description": "Calendar month to recall (1-12)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "year",
    "month"
  ]
}

assign_user_to_customer

Assign an organization member to a billing customer so they can see that customer and all its projects. Requires the org_user_id (discover it with get_project_team or get_employee_timesheet) and the customer_id. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself (Owner is not targetable by Admin).

Parameters3

org_user_id	string	required	Id of the OrganizationUser to assign (not the Firebase user id — use get_project_team to discover it).
customer_id	string	required	Id of the customer to assign the user to.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "org_user_id": {
      "type": "string",
      "description": "Id of the OrganizationUser to assign (not the Firebase user id — use get_project_team to discover it)."
    },
    "customer_id": {
      "type": "string",
      "description": "Id of the customer to assign the user to."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "org_user_id",
    "customer_id"
  ]
}

remove_user_project

Remove an organization member's assignment from a specific project. The user will no longer have direct visibility to that project (they may still see it via a customer assignment). Requires org_user_id and project_id. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself.

Parameters3

org_user_id	string	required	Id of the OrganizationUser to remove from the project (not the Firebase user id).
project_id	string	required	Id of the project to remove the user from.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "org_user_id": {
      "type": "string",
      "description": "Id of the OrganizationUser to remove from the project (not the Firebase user id)."
    },
    "project_id": {
      "type": "string",
      "description": "Id of the project to remove the user from."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "org_user_id",
    "project_id"
  ]
}

enable_user

Re-enable a previously disabled organization member so they can log in and use the platform again. Requires the org_user_id. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself.

Parameters2

org_user_id	string	required	Id of the OrganizationUser to enable.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "org_user_id": {
      "type": "string",
      "description": "Id of the OrganizationUser to enable."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "org_user_id"
  ]
}

resend_invite

Re-send a pending invitation email to the invitee and reset its status to Pending. Requires the invite_id (discover it via list of pending invites). The organization is fixed by your context — never pass an organization id.

Parameters2

invite_id	string	required	Id of the pending invitation to resend.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "invite_id": {
      "type": "string",
      "description": "Id of the pending invitation to resend."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "invite_id"
  ]
}

set_budget_thresholds

Set the organization-level budget alert thresholds. budget_warning_threshold_percent is the utilization % at which a project is flagged At-Risk; budget_critical_threshold_percent is the % at which it is flagged Over-Budget. The warning threshold must be strictly less than the critical threshold. Supply one or both — only the fields you provide are changed (PATCH semantics). The organization is fixed by your context — never pass an organization id.

Parameters3

budget_warning_threshold_percent	integer	optional	Utilization % at which a project is flagged At-Risk (must be less than the critical threshold, 1-99).
budget_critical_threshold_percent	integer	optional	Utilization % at which a project is flagged Over-Budget (must be greater than the warning threshold, 2-100).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "budget_warning_threshold_percent": {
      "type": "integer",
      "description": "Utilization % at which a project is flagged At-Risk (must be less than the critical threshold, 1-99)."
    },
    "budget_critical_threshold_percent": {
      "type": "integer",
      "description": "Utilization % at which a project is flagged Over-Budget (must be greater than the warning threshold, 2-100)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  }
}

update_user_profile

Update a team member's organization-profile fields: first name, last name, country, timezone, and job title. Only the fields you provide are changed (PATCH semantics). Role changes are not supported here — use the dedicated role-change tool. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself.

Parameters7

org_user_id	string	required	Id of the OrganizationUser to update.
first_name	string	optional	Updated first name.
last_name	string	optional	Updated last name.
country	string	optional	Updated country.
timezone	string	optional	Updated timezone (IANA or Windows id).
job_title	string	optional	Updated job title.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "org_user_id": {
      "type": "string",
      "description": "Id of the OrganizationUser to update."
    },
    "first_name": {
      "type": "string",
      "description": "Updated first name."
    },
    "last_name": {
      "type": "string",
      "description": "Updated last name."
    },
    "country": {
      "type": "string",
      "description": "Updated country."
    },
    "timezone": {
      "type": "string",
      "description": "Updated timezone (IANA or Windows id)."
    },
    "job_title": {
      "type": "string",
      "description": "Updated job title."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "org_user_id"
  ]
}

update_user_preferences

Update your own UI preferences: default time-entry view, sub-views, theme, and time format. Only the fields you provide are changed (PATCH semantics). Applies to your account globally across all organizations. The user is fixed by your context — you can only change your own preferences.

Parameters7

default_time_entry_view	string	optional	Default time-entry view. One of: day, week, month.
default_day_sub_view	string	optional	Default sub-view for the day view. One of: timeline, list, stats, table.
default_week_sub_view	string	optional	Default sub-view for the week view. One of: calendar, list, timeline.
default_month_sub_view	string	optional	Default sub-view for the month view. One of: calendar, list, timeline.
theme_preference	string	optional	UI theme preference. One of: light, dark, system.
time_format	string	optional	Clock format. One of: 12h, 24h.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "default_time_entry_view": {
      "type": "string",
      "description": "Default time-entry view. One of: day, week, month.",
      "enum": [
        "day",
        "week",
        "month"
      ]
    },
    "default_day_sub_view": {
      "type": "string",
      "description": "Default sub-view for the day view. One of: timeline, list, stats, table.",
      "enum": [
        "timeline",
        "list",
        "stats",
        "table"
      ]
    },
    "default_week_sub_view": {
      "type": "string",
      "description": "Default sub-view for the week view. One of: calendar, list, timeline.",
      "enum": [
        "calendar",
        "list",
        "timeline"
      ]
    },
    "default_month_sub_view": {
      "type": "string",
      "description": "Default sub-view for the month view. One of: calendar, list, timeline.",
      "enum": [
        "calendar",
        "list",
        "timeline"
      ]
    },
    "theme_preference": {
      "type": "string",
      "description": "UI theme preference. One of: light, dark, system.",
      "enum": [
        "light",
        "dark",
        "system"
      ]
    },
    "time_format": {
      "type": "string",
      "description": "Clock format. One of: 12h, 24h.",
      "enum": [
        "12h",
        "24h"
      ]
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  }
}

set_user_cost_rate

Set the internal hourly COST rate for one member of your organization (used for profit/margin reporting). The organization is fixed by your context - never pass an organization id. You cannot set your own cost rate. The rate value is never echoed back.

Parameters6

user_id	string	required	Id (or Firebase UID) of the member whose cost rate is being set (required). Must be a member of your organization; cannot be yourself.
hourly_rate	number	required	The hourly cost rate, a positive number (required).
currency	string	optional	Optional ISO 4217 currency code (e.g. USD, EUR). Defaults to USD.
effective_from	string	optional	Optional date this rate takes effect (YYYY-MM-DD). Defaults to today.
effective_to	string	optional	Optional date this rate stops applying (YYYY-MM-DD). Omit for an open-ended rate.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "user_id": {
      "type": "string",
      "description": "Id (or Firebase UID) of the member whose cost rate is being set (required). Must be a member of your organization; cannot be yourself."
    },
    "hourly_rate": {
      "type": "number",
      "description": "The hourly cost rate, a positive number (required)."
    },
    "currency": {
      "type": "string",
      "description": "Optional ISO 4217 currency code (e.g. USD, EUR). Defaults to USD."
    },
    "effective_from": {
      "type": "string",
      "description": "Optional date this rate takes effect (YYYY-MM-DD). Defaults to today."
    },
    "effective_to": {
      "type": "string",
      "description": "Optional date this rate stops applying (YYYY-MM-DD). Omit for an open-ended rate."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "user_id",
    "hourly_rate"
  ]
}

bulk_update_cost_rates

Apply an organization-wide adjustment to every member's hourly COST rate, effective from a date. Supply EITHER adjustment_percentage (e.g. 5 to raise all rates by 5%, -3 to cut 3%) OR fixed_amount (set every rate to this exact amount), not both. The organization is fixed by your context - never pass an organization id. Rate values are never echoed back.

Parameters4

effective_from	string	required	Date the adjusted rates take effect (YYYY-MM-DD) (required).
adjustment_percentage	number	optional	Percentage to adjust every rate by (e.g. 5 = +5%, -3 = -3%). Provide this OR fixed_amount, not both.
fixed_amount	number	optional	Set every rate to this exact amount. Provide this OR adjustment_percentage, not both.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "effective_from": {
      "type": "string",
      "description": "Date the adjusted rates take effect (YYYY-MM-DD) (required)."
    },
    "adjustment_percentage": {
      "type": "number",
      "description": "Percentage to adjust every rate by (e.g. 5 = +5%, -3 = -3%). Provide this OR fixed_amount, not both."
    },
    "fixed_amount": {
      "type": "number",
      "description": "Set every rate to this exact amount. Provide this OR adjustment_percentage, not both."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "effective_from"
  ]
}

create_custom_field

Define a new custom field on a billing entity type (project, task, subtask, time report, or customer) for your organization. The organization is fixed by your context - never pass an organization id. type is one of String, Number, Date, DateTime, ListOfValues; ListOfValues requires at least one option. Marking a field mandatory blocks creating that entity type until a value is provided.

Parameters7

entity	string	required	The entity type this field is defined on (required). One of: billing_projects, billing_tasks, billing_sub_tasks, sub_tasks_time_reports, billing_customers.
field_id	string	required	A unique, stable key for the field (required, max 50 chars), e.g. "po_number".
title	string	required	Human-readable label shown in the UI (required).
type	string	required	Field data type (required). One of: String, Number, Date, DateTime, ListOfValues.
list_of_values	array	optional	Options for a ListOfValues field (required for that type; at least one non-blank option).
is_mandatory	boolean	optional	Whether a value is required when creating/updating the entity. Defaults to false.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "entity": {
      "type": "string",
      "description": "The entity type this field is defined on (required). One of: billing_projects, billing_tasks, billing_sub_tasks, sub_tasks_time_reports, billing_customers.",
      "enum": [
        "billing_projects",
        "billing_tasks",
        "billing_sub_tasks",
        "sub_tasks_time_reports",
        "billing_customers"
      ]
    },
    "field_id": {
      "type": "string",
      "description": "A unique, stable key for the field (required, max 50 chars), e.g. \"po_number\"."
    },
    "title": {
      "type": "string",
      "description": "Human-readable label shown in the UI (required)."
    },
    "type": {
      "type": "string",
      "description": "Field data type (required). One of: String, Number, Date, DateTime, ListOfValues.",
      "enum": [
        "String",
        "Number",
        "Date",
        "DateTime",
        "ListOfValues"
      ]
    },
    "list_of_values": {
      "type": "array",
      "description": "Options for a ListOfValues field (required for that type; at least one non-blank option).",
      "items": {
        "type": "string"
      }
    },
    "is_mandatory": {
      "type": "boolean",
      "description": "Whether a value is required when creating/updating the entity. Defaults to false."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "entity",
    "field_id",
    "title",
    "type"
  ]
}

update_custom_field

Update an existing custom field definition (title, type, options, or mandatory flag) in your organization. The organization is fixed by your context. You cannot change a field's field_id or the entity it applies to. Only the properties you supply are changed.

Parameters6

field_definition_id	string	required	Id of the custom field definition to update (required). Must belong to your organization.
title	string	optional	New human-readable label.
type	string	optional	New field data type. One of: String, Number, Date, DateTime, ListOfValues.
list_of_values	array	optional	New options (for a ListOfValues field; at least one non-blank option).
is_mandatory	boolean	optional	Whether a value is required when creating/updating the entity.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "field_definition_id": {
      "type": "string",
      "description": "Id of the custom field definition to update (required). Must belong to your organization."
    },
    "title": {
      "type": "string",
      "description": "New human-readable label."
    },
    "type": {
      "type": "string",
      "description": "New field data type. One of: String, Number, Date, DateTime, ListOfValues.",
      "enum": [
        "String",
        "Number",
        "Date",
        "DateTime",
        "ListOfValues"
      ]
    },
    "list_of_values": {
      "type": "array",
      "description": "New options (for a ListOfValues field; at least one non-blank option).",
      "items": {
        "type": "string"
      }
    },
    "is_mandatory": {
      "type": "boolean",
      "description": "Whether a value is required when creating/updating the entity."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "field_definition_id"
  ]
}

set_custom_field_value

Set the value of a custom field on a specific entity (a project, task, subtask, time report, or customer). The custom field must already be defined for that entity type. The organization is fixed by your context. You must have permission to update the target entity.

Parameters5

entity	string	required	The entity type (required). One of: billing_projects, billing_tasks, billing_sub_tasks, sub_tasks_time_reports, billing_customers.
entity_id	string	required	Id of the specific entity instance to set the value on (required). Must be in your organization.
field_id	string	required	The field_id of the custom field definition (required). Must be defined for this entity type.
value	string	required	The value to set, as a string. It is validated/coerced to the field's declared type (Number, Date, DateTime, or one of the list options).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "entity": {
      "type": "string",
      "description": "The entity type (required). One of: billing_projects, billing_tasks, billing_sub_tasks, sub_tasks_time_reports, billing_customers.",
      "enum": [
        "billing_projects",
        "billing_tasks",
        "billing_sub_tasks",
        "sub_tasks_time_reports",
        "billing_customers"
      ]
    },
    "entity_id": {
      "type": "string",
      "description": "Id of the specific entity instance to set the value on (required). Must be in your organization."
    },
    "field_id": {
      "type": "string",
      "description": "The field_id of the custom field definition (required). Must be defined for this entity type."
    },
    "value": {
      "type": "string",
      "description": "The value to set, as a string. It is validated/coerced to the field's declared type (Number, Date, DateTime, or one of the list options)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "entity",
    "entity_id",
    "field_id",
    "value"
  ]
}

set_org_work_schedule

Create or update a named organization-level work schedule (a weekly working-time profile). Provide schedule_id to update an existing one, or omit it to create a new one. weekly_schedule is a JSON object mapping lowercase day names to a working window, e.g. {"monday":{"start":"09:00","end":"18:00"},"saturday":null}. The organization is fixed by your context. On update, only the fields you supply are changed.

Parameters8

schedule_id	string	optional	Id of an existing schedule to UPDATE. Omit to CREATE a new one.
name	string	optional	Schedule name (required when creating).
weekly_schedule	string	optional	A JSON object (as a string) mapping lowercase day names (sunday..saturday) to a {"start":"HH:mm","end":"HH:mm"} window, or null for a non-working day. Example: {"monday":{"start":"09:00","end":"18:00"},"sunday":null}.
first_day_of_week	integer	optional	First day of the week: 0=Sunday .. 6=Saturday (1=Monday default).
default_for_countries	string	optional	Optional comma-separated ISO-2 country codes this profile is the default for, e.g. "US,CA".
is_active	boolean	optional	Whether the profile is active. Defaults to true on create.
notes	string	optional	Optional free-text notes.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "schedule_id": {
      "type": "string",
      "description": "Id of an existing schedule to UPDATE. Omit to CREATE a new one."
    },
    "name": {
      "type": "string",
      "description": "Schedule name (required when creating)."
    },
    "weekly_schedule": {
      "type": "string",
      "description": "A JSON object (as a string) mapping lowercase day names (sunday..saturday) to a {\"start\":\"HH:mm\",\"end\":\"HH:mm\"} window, or null for a non-working day. Example: {\"monday\":{\"start\":\"09:00\",\"end\":\"18:00\"},\"sunday\":null}."
    },
    "first_day_of_week": {
      "type": "integer",
      "description": "First day of the week: 0=Sunday .. 6=Saturday (1=Monday default)."
    },
    "default_for_countries": {
      "type": "string",
      "description": "Optional comma-separated ISO-2 country codes this profile is the default for, e.g. \"US,CA\"."
    },
    "is_active": {
      "type": "boolean",
      "description": "Whether the profile is active. Defaults to true on create."
    },
    "notes": {
      "type": "string",
      "description": "Optional free-text notes."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  }
}

manage_user_work_schedule

Manage YOUR OWN personal work schedule. action is one of: create, update, delete, assign (assign = make a schedule your active one). For update/delete/assign, provide schedule_id. default_hours is your standard daily hours (for a simple schedule). The organization is fixed by your context, and you can only manage your own schedule.

Parameters6

action	string	required	What to do (required): create, update, delete, or assign.
schedule_id	string	optional	Id of your schedule (required for update, delete, assign).
name	string	optional	Optional schedule notes/name.
default_hours	number	optional	Standard daily working hours for a simple schedule (e.g. 8).
is_active	boolean	optional	Whether this schedule is active (create/update).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "action": {
      "type": "string",
      "description": "What to do (required): create, update, delete, or assign.",
      "enum": [
        "create",
        "update",
        "delete",
        "assign"
      ]
    },
    "schedule_id": {
      "type": "string",
      "description": "Id of your schedule (required for update, delete, assign)."
    },
    "name": {
      "type": "string",
      "description": "Optional schedule notes/name."
    },
    "default_hours": {
      "type": "number",
      "description": "Standard daily working hours for a simple schedule (e.g. 8)."
    },
    "is_active": {
      "type": "boolean",
      "description": "Whether this schedule is active (create/update)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "action"
  ]
}

update_holiday_profile

Update an existing holiday profile in your organization (name, holiday list, default-for-countries, active flag, or notes). The organization is fixed by your context. A profile's year cannot be changed. Only the fields you supply are changed; supplying holidays REPLACES the profile's holiday list. Holiday dates must fall within the profile's year.

Parameters7

profile_id	string	required	Id of the holiday profile to update (required). Must belong to your organization.
name	string	optional	New profile name.
holidays	string	optional	A JSON array (as a string) that REPLACES the profile's holidays, each: {"date":"YYYY-MM-DD","name":"...","full_day_off":true\|false,"window_start":"HH:mm","window_end":"HH:mm"}. Dates must be within the profile's year.
default_for_countries	string	optional	Optional comma-separated ISO-2 country codes this profile is the default for, e.g. "US,CA".
is_active	boolean	optional	Whether the profile is active.
notes	string	optional	Optional free-text notes.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "profile_id": {
      "type": "string",
      "description": "Id of the holiday profile to update (required). Must belong to your organization."
    },
    "name": {
      "type": "string",
      "description": "New profile name."
    },
    "holidays": {
      "type": "string",
      "description": "A JSON array (as a string) that REPLACES the profile's holidays, each: {\"date\":\"YYYY-MM-DD\",\"name\":\"...\",\"full_day_off\":true|false,\"window_start\":\"HH:mm\",\"window_end\":\"HH:mm\"}. Dates must be within the profile's year."
    },
    "default_for_countries": {
      "type": "string",
      "description": "Optional comma-separated ISO-2 country codes this profile is the default for, e.g. \"US,CA\"."
    },
    "is_active": {
      "type": "boolean",
      "description": "Whether the profile is active."
    },
    "notes": {
      "type": "string",
      "description": "Optional free-text notes."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "profile_id"
  ]
}

delete_customer

Soft-delete a billing customer and its whole hierarchy (projects, tasks, subtasks) into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.

Parameters3

customer_id	string	required	Id of the customer to delete.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "customer_id": {
      "type": "string",
      "description": "Id of the customer to delete."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "customer_id"
  ]
}

close_month

Close a billing month so no further time can be logged or edited in it. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. Reversible only by reopening the month.

Parameters4

year	integer	required	Calendar year of the month to close (e.g. 2026).
month	integer	required	Calendar month to close (1-12).
confirm_token	string	optional	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	optional	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Calendar year of the month to close (e.g. 2026)."
    },
    "month": {
      "type": "integer",
      "description": "Calendar month to close (1-12)."
    },
    "confirm_token": {
      "type": "string",
      "description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "year",
    "month"
  ]
}

delete_project

Soft-delete a billing project and its whole task/subtask hierarchy into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.

Parameters3

project_id	string	required	Id of the project to delete.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "project_id": {
      "type": "string",
      "description": "Id of the project to delete."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "project_id"
  ]
}

delete_task

Soft-delete a billing task and its subtask hierarchy into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.

Parameters3

task_id	string	required	Id of the task to delete.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "task_id": {
      "type": "string",
      "description": "Id of the task to delete."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "task_id"
  ]
}

delete_subtask

Soft-delete a billing subtask into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.

Parameters3

subtask_id	string	required	Id of the subtask to delete.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "subtask_id": {
      "type": "string",
      "description": "Id of the subtask to delete."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "subtask_id"
  ]
}

delete_time_report

Delete a time report entry. Members can delete their own reports; Managers/Admins can delete others' (subject to org settings). Returns a preview unless confirm=true is set.

Parameters3

time_report_id	string	required	Id of the time report entry to delete.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "time_report_id": {
      "type": "string",
      "description": "Id of the time report entry to delete."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "time_report_id"
  ]
}

approve_timesheet

Approve a submitted timesheet period for a team member. The period and its time reports transition to Approved. Use confirm=true to proceed. Requires Manager or Admin/Owner role (Finance is excluded — timesheet approval is PM work, not finance).

Parameters3

submission_period_id	string	required	Id of the submission period to approve (from get_pending_approvals or list_approval_history).
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "submission_period_id": {
      "type": "string",
      "description": "Id of the submission period to approve (from get_pending_approvals or list_approval_history)."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "submission_period_id"
  ]
}

reject_timesheet

Reject a submitted timesheet period, returning it to the reporter for correction. The period and its time reports revert to Rejected (editable). A rejection comment is required. Use confirm=true to proceed. Requires Manager or Admin/Owner role (Finance is excluded — timesheet approval is PM work, not finance).

Parameters4

submission_period_id	string	required	Id of the submission period to reject (from get_pending_approvals or list_approval_history).
comment	string	required	Rejection reason shown to the reporter. Required so they know what to fix.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "submission_period_id": {
      "type": "string",
      "description": "Id of the submission period to reject (from get_pending_approvals or list_approval_history)."
    },
    "comment": {
      "type": "string",
      "description": "Rejection reason shown to the reporter. Required so they know what to fix."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "submission_period_id",
    "comment"
  ]
}

reopen_timesheet

Reopen a Submitted or Approved timesheet period for corrections. The period and its time reports revert to Rejected (editable), allowing the reporter to edit and resubmit. Use this when an approved period needs fixing. An optional comment can be provided. Use confirm=true to proceed. Requires Manager or Admin/Owner role (Finance is excluded — timesheet approval is PM work, not finance).

Parameters4

submission_period_id	string	required	Id of the submission period to reopen (from get_pending_approvals or list_approval_history).
comment	string	optional	Optional comment explaining why the period is being reopened. Shown to the reporter.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "submission_period_id": {
      "type": "string",
      "description": "Id of the submission period to reopen (from get_pending_approvals or list_approval_history)."
    },
    "comment": {
      "type": "string",
      "description": "Optional comment explaining why the period is being reopened. Shown to the reporter."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "submission_period_id"
  ]
}

generate_invoice

Generate a DRAFT invoice from a customer's approved billable hours over a billing period. The draft is editable and can be deleted before it is issued.

Parameters8

customer_id	string	required	Id of the customer to invoice.
period_start	string	required	Billing period start date (ISO 8601, e.g. 2026-05-01).
period_end	string	required	Billing period end date (ISO 8601, e.g. 2026-05-31).
grouping	string	optional	How to group approved hours into line items: "project" (default) or "task".
notes	string	optional	Optional notes to include on the invoice.
payment_terms	string	optional	Payment terms string, e.g. "Net 30" (default).
due_date	string	optional	Optional explicit due date (ISO 8601). Overrides payment_terms-based calculation.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "customer_id": {
      "type": "string",
      "description": "Id of the customer to invoice."
    },
    "period_start": {
      "type": "string",
      "description": "Billing period start date (ISO 8601, e.g. 2026-05-01)."
    },
    "period_end": {
      "type": "string",
      "description": "Billing period end date (ISO 8601, e.g. 2026-05-31)."
    },
    "grouping": {
      "type": "string",
      "description": "How to group approved hours into line items: \"project\" (default) or \"task\"."
    },
    "notes": {
      "type": "string",
      "description": "Optional notes to include on the invoice."
    },
    "payment_terms": {
      "type": "string",
      "description": "Payment terms string, e.g. \"Net 30\" (default)."
    },
    "due_date": {
      "type": "string",
      "description": "Optional explicit due date (ISO 8601). Overrides payment_terms-based calculation."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "customer_id",
    "period_start",
    "period_end"
  ]
}

update_draft_invoice

Update editable fields on a DRAFT invoice (notes, internal notes, payment terms, payment instructions, due date, purchase order number). Only valid while the invoice is still a Draft.

Parameters8

invoice_id	string	required	Id of the draft invoice to update.
notes	string	optional	Notes to appear on the invoice.
internal_notes	string	optional	Internal notes (not on the printed invoice).
payment_terms	string	optional	Payment terms, e.g. "Net 30".
payment_instructions	string	optional	Bank / payment instructions for the customer.
due_date	string	optional	Due date override (ISO 8601).
purchase_order_number	string	optional	Customer PO number to reference on the invoice.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "invoice_id": {
      "type": "string",
      "description": "Id of the draft invoice to update."
    },
    "notes": {
      "type": "string",
      "description": "Notes to appear on the invoice."
    },
    "internal_notes": {
      "type": "string",
      "description": "Internal notes (not on the printed invoice)."
    },
    "payment_terms": {
      "type": "string",
      "description": "Payment terms, e.g. \"Net 30\"."
    },
    "payment_instructions": {
      "type": "string",
      "description": "Bank / payment instructions for the customer."
    },
    "due_date": {
      "type": "string",
      "description": "Due date override (ISO 8601)."
    },
    "purchase_order_number": {
      "type": "string",
      "description": "Customer PO number to reference on the invoice."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "invoice_id"
  ]
}

delete_draft_invoice

Delete a DRAFT invoice permanently. Only draft invoices can be deleted; issued invoices are permanent records. Returns a preview unless confirm=true is set.

Parameters3

invoice_id	string	required	Id of the draft invoice to delete.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "invoice_id": {
      "type": "string",
      "description": "Id of the draft invoice to delete."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "invoice_id"
  ]
}

send_invoice

Mark an issued invoice as Sent to the customer. The invoice must already be in Issued status. Returns a preview unless confirm=true is set.

Parameters3

invoice_id	string	required	Id of the issued invoice to mark as sent.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "invoice_id": {
      "type": "string",
      "description": "Id of the issued invoice to mark as sent."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "invoice_id"
  ]
}

mark_invoice_paid

Mark an issued or sent invoice as Paid. Optionally record the paid amount and payment date. Returns a preview unless confirm=true is set.

Parameters4

invoice_id	string	required	Id of the invoice to mark as paid.
paid_date	string	optional	Optional payment date (ISO 8601). Defaults to today.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "invoice_id": {
      "type": "string",
      "description": "Id of the invoice to mark as paid."
    },
    "paid_date": {
      "type": "string",
      "description": "Optional payment date (ISO 8601). Defaults to today."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "invoice_id"
  ]
}

issue_invoice

Issue a Draft invoice: assigns a gapless invoice number, locks the invoice as immutable, and marks source hours as Invoiced. IRREVERSIBLE — corrections require void + reissue. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit.

Parameters3

invoice_id	string	required	Id of the Draft invoice to issue.
confirm_token	string	optional	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	optional	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "invoice_id": {
      "type": "string",
      "description": "Id of the Draft invoice to issue."
    },
    "confirm_token": {
      "type": "string",
      "description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "invoice_id"
  ]
}

void_invoice

Void an issued invoice (reason required): releases source hours back to Approved and retains the immutable void record. IRREVERSIBLE. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit.

Parameters4

invoice_id	string	required	Id of the issued invoice to void.
reason	string	required	Required reason for voiding (recorded in the audit trail).
confirm_token	string	optional	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	optional	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "invoice_id": {
      "type": "string",
      "description": "Id of the issued invoice to void."
    },
    "reason": {
      "type": "string",
      "description": "Required reason for voiding (recorded in the audit trail)."
    },
    "confirm_token": {
      "type": "string",
      "description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "invoice_id",
    "reason"
  ]
}

reissue_invoice

Void an issued invoice and clone it into a new editable Draft (void + reissue). The original is voided and retained for audit; the new Draft can be edited then re-issued. The void is IRREVERSIBLE. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit.

Parameters3

invoice_id	string	required	Id of the issued invoice to void and reissue as a new Draft.
confirm_token	string	optional	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	optional	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "invoice_id": {
      "type": "string",
      "description": "Id of the issued invoice to void and reissue as a new Draft."
    },
    "confirm_token": {
      "type": "string",
      "description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "invoice_id"
  ]
}

create_frame_order

Create a new Open frame order (blanket PO / commercial envelope) for a customer. A frame order tracks a contracted hours or amount cap that invoices can draw down against. Reversible — the frame order can be deleted while it is still Open.

Parameters10

customer_id	string	required	Id of the customer this frame order belongs to.
reference	string	required	Unique reference string per (org, customer), e.g. 'PO-2026-001'. Max 100 chars.
description	string	optional	Optional human-readable description (max 500 chars).
total_hours	number	optional	Optional contracted hours cap (must be > 0).
total_amount	number	optional	Optional contracted amount cap (must be > 0).
currency	string	optional	ISO 4217 currency code (e.g. USD). Defaults to the customer's currency when omitted.
start_date	string	optional	Optional start date in YYYY-MM-DD format.
end_date	string	optional	Optional end date in YYYY-MM-DD format (must be >= start_date).
notes	string	optional	Optional free-text notes (max 2000 chars).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "customer_id": {
      "type": "string",
      "description": "Id of the customer this frame order belongs to."
    },
    "reference": {
      "type": "string",
      "description": "Unique reference string per (org, customer), e.g. 'PO-2026-001'. Max 100 chars."
    },
    "description": {
      "type": "string",
      "description": "Optional human-readable description (max 500 chars)."
    },
    "total_hours": {
      "type": "number",
      "description": "Optional contracted hours cap (must be > 0)."
    },
    "total_amount": {
      "type": "number",
      "description": "Optional contracted amount cap (must be > 0)."
    },
    "currency": {
      "type": "string",
      "description": "ISO 4217 currency code (e.g. USD). Defaults to the customer's currency when omitted."
    },
    "start_date": {
      "type": "string",
      "description": "Optional start date in YYYY-MM-DD format."
    },
    "end_date": {
      "type": "string",
      "description": "Optional end date in YYYY-MM-DD format (must be >= start_date)."
    },
    "notes": {
      "type": "string",
      "description": "Optional free-text notes (max 2000 chars)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "customer_id",
    "reference"
  ]
}

update_frame_order

Update an Open frame order's editable fields (reference, description, caps, dates, currency, notes). Closed frame orders cannot be edited; use this only for Open frame orders.

Parameters10

frame_order_id	string	required	Id of the frame order to update.
reference	string	required	New unique reference string for this (org, customer), max 100 chars.
description	string	optional	Updated description (max 500 chars).
total_hours	number	optional	Updated contracted hours cap (must be > 0, or omit/null to clear).
total_amount	number	optional	Updated contracted amount cap (must be > 0, or omit/null to clear).
currency	string	optional	Updated ISO 4217 currency code (e.g. USD).
start_date	string	optional	Updated start date (YYYY-MM-DD), or omit to clear.
end_date	string	optional	Updated end date (YYYY-MM-DD, >= start_date), or omit to clear.
notes	string	optional	Updated free-text notes (max 2000 chars).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "frame_order_id": {
      "type": "string",
      "description": "Id of the frame order to update."
    },
    "reference": {
      "type": "string",
      "description": "New unique reference string for this (org, customer), max 100 chars."
    },
    "description": {
      "type": "string",
      "description": "Updated description (max 500 chars)."
    },
    "total_hours": {
      "type": "number",
      "description": "Updated contracted hours cap (must be > 0, or omit/null to clear)."
    },
    "total_amount": {
      "type": "number",
      "description": "Updated contracted amount cap (must be > 0, or omit/null to clear)."
    },
    "currency": {
      "type": "string",
      "description": "Updated ISO 4217 currency code (e.g. USD)."
    },
    "start_date": {
      "type": "string",
      "description": "Updated start date (YYYY-MM-DD), or omit to clear."
    },
    "end_date": {
      "type": "string",
      "description": "Updated end date (YYYY-MM-DD, >= start_date), or omit to clear."
    },
    "notes": {
      "type": "string",
      "description": "Updated free-text notes (max 2000 chars)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "frame_order_id",
    "reference"
  ]
}

close_frame_order

Close an Open frame order so no new invoices may link to it. Returns a preview unless confirm=true is set. Closing is not directly reversible; the order remains in the Closed state.

Parameters3

frame_order_id	string	required	Id of the frame order to close.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "frame_order_id": {
      "type": "string",
      "description": "Id of the frame order to close."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "frame_order_id"
  ]
}

delete_frame_order

Soft-delete an Open frame order into the recycle bin (restorable by an Admin). Blocked when Issued/Sent/Paid invoices are linked — void or unlink those first. Returns a preview unless confirm=true is set.

Parameters3

frame_order_id	string	required	Id of the frame order to delete.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "frame_order_id": {
      "type": "string",
      "description": "Id of the frame order to delete."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "frame_order_id"
  ]
}

reopen_month

Reopen a previously closed billing month, allowing time to be logged and edited again. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. Reversible only by closing the month again.

Parameters4

year	integer	required	Calendar year of the month to reopen (e.g. 2026).
month	integer	required	Calendar month to reopen (1-12).
confirm_token	string	optional	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	optional	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Calendar year of the month to reopen (e.g. 2026)."
    },
    "month": {
      "type": "integer",
      "description": "Calendar month to reopen (1-12)."
    },
    "confirm_token": {
      "type": "string",
      "description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "year",
    "month"
  ]
}

restore_entity

Restore a soft-deleted entity (customer, project, task, or subtask) and all its children from the recycle bin. Requires Admin role. entity_type must be one of: Customer, Project, Task, SubTask.

Parameters3

entity_id	string	required	Id of the deleted entity to restore.
entity_type	string	required	Type of entity to restore. One of: Customer, Project, Task, SubTask.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "entity_id": {
      "type": "string",
      "description": "Id of the deleted entity to restore."
    },
    "entity_type": {
      "type": "string",
      "description": "Type of entity to restore. One of: Customer, Project, Task, SubTask."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "entity_id",
    "entity_type"
  ]
}

permanent_delete_entity

Permanently and IRREVERSIBLY hard-delete an entity from the recycle bin. The entity and all its children are removed from the database — this cannot be undone. Requires Admin role. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. entity_type must be one of: Customer, Project, Task, SubTask.

Parameters4

entity_id	string	required	Id of the recycle-bin entity to permanently delete.
entity_type	string	required	Type of entity to permanently delete. One of: Customer, Project, Task, SubTask.
confirm_token	string	optional	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	optional	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "entity_id": {
      "type": "string",
      "description": "Id of the recycle-bin entity to permanently delete."
    },
    "entity_type": {
      "type": "string",
      "description": "Type of entity to permanently delete. One of: Customer, Project, Task, SubTask."
    },
    "confirm_token": {
      "type": "string",
      "description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "entity_id",
    "entity_type"
  ]
}

change_user_role

Change an organization member's role. Returns a preview; re-call with the confirm_token and an idempotency_key to commit. Cannot assign the Owner role. Cannot escalate beyond your own role.

Parameters4

org_user_id	string	required	Id of the OrganizationUser record to update (not the Firebase userId).
new_role	string	required	New role to assign: Admin, Finance, Manager, Member, or Viewer.
confirm_token	string	optional	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	optional	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "org_user_id": {
      "type": "string",
      "description": "Id of the OrganizationUser record to update (not the Firebase userId)."
    },
    "new_role": {
      "type": "string",
      "description": "New role to assign: Admin, Finance, Manager, Member, or Viewer."
    },
    "confirm_token": {
      "type": "string",
      "description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "org_user_id",
    "new_role"
  ]
}

disable_user

Disable an organization member so they can no longer sign in or use the app. Reversible — the user can be re-enabled from the web application. Returns a preview unless confirm=true is set.

Parameters4

org_user_id	string	required	Id of the OrganizationUser record to disable (not the Firebase userId).
reason	string	optional	Optional reason for disabling the user (stored for audit purposes).
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "org_user_id": {
      "type": "string",
      "description": "Id of the OrganizationUser record to disable (not the Firebase userId)."
    },
    "reason": {
      "type": "string",
      "description": "Optional reason for disabling the user (stored for audit purposes)."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "org_user_id"
  ]
}

remove_user

Permanently remove an organization member. This action is IRREVERSIBLE — the user must be re-invited to rejoin. Returns a preview; re-call with the confirm_token and an idempotency_key to commit.

Parameters3

org_user_id	string	required	Id of the OrganizationUser record to remove (not the Firebase userId).
confirm_token	string	optional	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	optional	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "org_user_id": {
      "type": "string",
      "description": "Id of the OrganizationUser record to remove (not the Firebase userId)."
    },
    "confirm_token": {
      "type": "string",
      "description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "org_user_id"
  ]
}

cancel_invite

Cancel a pending invitation so the invite link is no longer valid. The email address can be re-invited at any time. Returns a preview unless confirm=true is set.

Parameters3

invite_id	string	required	Id of the pending invitation to cancel.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "invite_id": {
      "type": "string",
      "description": "Id of the pending invitation to cancel."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "invite_id"
  ]
}

delete_api_key

Permanently revoke one of your Integration API keys. Any MCP clients or integrations using the key will lose access immediately and cannot be restored. Returns a preview; re-call with the confirm_token and an idempotency_key to commit.

Parameters3

key_id	string	required	Id of the API key to permanently revoke.
confirm_token	string	optional	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	optional	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "key_id": {
      "type": "string",
      "description": "Id of the API key to permanently revoke."
    },
    "confirm_token": {
      "type": "string",
      "description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "key_id"
  ]
}

delete_organization

Soft-delete this organization. All members will be locked out and the org will be hidden until a platform admin restores it within the retention window. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. Owner role required.

Parameters2

confirm_token	string	optional	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	optional	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "confirm_token": {
      "type": "string",
      "description": "Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice."
    }
  }
}

delete_custom_field

Delete a custom-field definition from the organization. If the field is mandatory and already has values stored on entities the service will reject the delete with a clear reason. Returns a preview unless confirm=true is set. Admin role required.

Parameters3

custom_field_id	string	required	Id of the custom field definition to delete.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "custom_field_id": {
      "type": "string",
      "description": "Id of the custom field definition to delete."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "custom_field_id"
  ]
}

delete_work_schedule

Delete a named organization work schedule profile. Users assigned to this schedule will fall back to the default schedule. Returns a preview unless confirm=true is set. Admin role required.

Parameters3

work_schedule_id	string	required	Id of the work schedule to delete.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "work_schedule_id": {
      "type": "string",
      "description": "Id of the work schedule to delete."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "work_schedule_id"
  ]
}

delete_holiday_profile

Delete a named national-holiday profile from the organization. The year's holidays will no longer be applied to time calculations. Returns a preview unless confirm=true is set. Admin role required.

Parameters3

holiday_profile_id	string	required	Id of the holiday profile to delete.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "holiday_profile_id": {
      "type": "string",
      "description": "Id of the holiday profile to delete."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "holiday_profile_id"
  ]
}

write_off_time

Write off hours from an approved time report, removing them from the billable pool without invoicing (e.g. discounts or goodwill). Requires Finance role or above.

Parameters5

time_report_id	string	required	ID of the approved time report to write off hours from (required).
hours	number	required	Number of hours to write off (required, must be > 0 and ≤ remaining billable hours).
reason	string	required	Reason for the write-off (required).
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "time_report_id": {
      "type": "string",
      "description": "ID of the approved time report to write off hours from (required)."
    },
    "hours": {
      "type": "number",
      "description": "Number of hours to write off (required, must be > 0 and ≤ remaining billable hours)."
    },
    "reason": {
      "type": "string",
      "description": "Reason for the write-off (required)."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "time_report_id",
    "hours",
    "reason"
  ]
}

undo_write_off

Reverse the most-recent write-off on a time report, restoring the written-off hours to the billable pool. The billing month must still be open. Requires Finance role or above.

Parameters3

time_report_id	string	required	ID of the time report whose most-recent write-off should be reversed (required).
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "time_report_id": {
      "type": "string",
      "description": "ID of the time report whose most-recent write-off should be reversed (required)."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "time_report_id"
  ]
}

create_credit_note

Create a credit note against an existing invoice, reducing the amount owed. Requires Finance role or above.

Parameters5

invoice_id	string	required	ID of the invoice to credit (required).
reason	string	required	Reason for the credit note (required).
credit_amount	number	required	Total credit amount (required, must be > 0 and ≤ invoice total).
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "invoice_id": {
      "type": "string",
      "description": "ID of the invoice to credit (required)."
    },
    "reason": {
      "type": "string",
      "description": "Reason for the credit note (required)."
    },
    "credit_amount": {
      "type": "number",
      "description": "Total credit amount (required, must be > 0 and ≤ invoice total)."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "invoice_id",
    "reason",
    "credit_amount"
  ]
}

move_subtask

Move a subtask to a different task within your organization. Both the subtask and the destination task must belong to your organization. Requires Manager role or above.

Parameters3

subtask_id	string	required	ID of the subtask to move (required).
new_task_id	string	required	ID of the destination task (required, must belong to your organization).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "subtask_id": {
      "type": "string",
      "description": "ID of the subtask to move (required)."
    },
    "new_task_id": {
      "type": "string",
      "description": "ID of the destination task (required, must belong to your organization)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "subtask_id",
    "new_task_id"
  ]
}

move_task

Move a task to a different billing project within your organization. Both the task and the destination project must belong to your organization. Requires Manager role or above.

Parameters3

task_id	string	required	ID of the task to move (required).
new_project_id	string	required	ID of the destination project (required, must belong to your organization).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "task_id": {
      "type": "string",
      "description": "ID of the task to move (required)."
    },
    "new_project_id": {
      "type": "string",
      "description": "ID of the destination project (required, must belong to your organization)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "task_id",
    "new_project_id"
  ]
}

move_project

Move a billing project to a different customer within your organization. Both the project and the destination customer must belong to your organization. Requires Manager role or above.

Parameters3

project_id	string	required	ID of the project to move (required).
new_customer_id	string	required	ID of the destination customer (required, must belong to your organization).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "project_id": {
      "type": "string",
      "description": "ID of the project to move (required)."
    },
    "new_customer_id": {
      "type": "string",
      "description": "ID of the destination customer (required, must belong to your organization)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "project_id",
    "new_customer_id"
  ]
}

mark_time_invoiced

Mark one or more time reports as invoiced, optionally linking them to an existing invoice. Requires Manager role or above.

Parameters4

time_report_ids	array	required	List of time report IDs to mark as invoiced (required, at least one).
invoice_id	string	optional	Optional ID of an existing invoice to link these time reports to.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "time_report_ids": {
      "type": "array",
      "description": "List of time report IDs to mark as invoiced (required, at least one).",
      "items": {
        "type": "string"
      }
    },
    "invoice_id": {
      "type": "string",
      "description": "Optional ID of an existing invoice to link these time reports to."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "time_report_ids"
  ]
}

list_invoices

List invoices for your organization, optionally filtered by customer and status.

Parameters4

customer_id	string	optional	Optional: filter by customer ID.
status	string	optional	Optional: filter by invoice status (e.g. Draft, Issued, Paid, Void).
page_size	integer	optional	Number of results per page (default 20, max 100).
page_number	integer	optional	Page number, 1-based (default 1).

Raw schema

{
  "type": "object",
  "properties": {
    "customer_id": {
      "type": "string",
      "description": "Optional: filter by customer ID."
    },
    "status": {
      "type": "string",
      "description": "Optional: filter by invoice status (e.g. Draft, Issued, Paid, Void)."
    },
    "page_size": {
      "type": "integer",
      "description": "Number of results per page (default 20, max 100)."
    },
    "page_number": {
      "type": "integer",
      "description": "Page number, 1-based (default 1)."
    }
  }
}

get_invoice

Get the full details of a specific invoice by ID.

Parameters1

invoice_id

string

required

ID of the invoice to retrieve (required).

Raw schema

{
  "type": "object",
  "properties": {
    "invoice_id": {
      "type": "string",
      "description": "ID of the invoice to retrieve (required)."
    }
  },
  "required": [
    "invoice_id"
  ]
}

list_favorites

List the current user's saved time-entry favorites (quick-entry shortcuts).

Parameters

No parameters.

Raw schema

{
  "type": "object"
}

create_favorite

Save a time-entry combination as a favorite for quick reuse. Returns the created favorite.

Parameters7

display_name	string	required	Short label for the favorite (e.g. 'Daily standup on Acme').
customer_id	string	required	Customer id.
project_id	string	required	Project id.
task_id	string	required	Task id.
sub_task_id	string	required	Subtask id.
description	string	optional	Default time-entry description (optional).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "display_name": {
      "type": "string",
      "description": "Short label for the favorite (e.g. 'Daily standup on Acme')."
    },
    "customer_id": {
      "type": "string",
      "description": "Customer id."
    },
    "project_id": {
      "type": "string",
      "description": "Project id."
    },
    "task_id": {
      "type": "string",
      "description": "Task id."
    },
    "sub_task_id": {
      "type": "string",
      "description": "Subtask id."
    },
    "description": {
      "type": "string",
      "description": "Default time-entry description (optional)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "display_name",
    "customer_id",
    "project_id",
    "task_id",
    "sub_task_id"
  ]
}

use_favorite

Record that a time-entry favorite was used, incrementing its use count and updating last-used timestamp.

Parameters2

favorite_id	string	required	Id of the favorite to record usage for.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "favorite_id": {
      "type": "string",
      "description": "Id of the favorite to record usage for."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "favorite_id"
  ]
}

delete_favorite

Delete a saved time-entry favorite. Requires confirm=true to proceed.

Parameters3

favorite_id	string	required	Id of the favorite to delete.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "favorite_id": {
      "type": "string",
      "description": "Id of the favorite to delete."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "favorite_id"
  ]
}

get_import_template

Return the CSV template for bulk-importing the work hierarchy (customers, projects, tasks, subtasks). Fill the template and call validate_import before commit_import.

Parameters

No parameters.

Raw schema

{
  "type": "object"
}

validate_import

Validate a bulk-import CSV without persisting anything. Returns row-level errors and a summary so you can fix the file before calling commit_import.

Parameters1

csv_content

string

required

The CSV content to validate (use the template from get_import_template).

Raw schema

{
  "type": "object",
  "properties": {
    "csv_content": {
      "type": "string",
      "description": "The CSV content to validate (use the template from get_import_template)."
    }
  },
  "required": [
    "csv_content"
  ]
}

commit_import

Commit a bulk-import CSV, creating the work hierarchy (customers, projects, tasks, subtasks) in the organization. Call validate_import first to verify the file.

Parameters2

csv_content	string	required	The CSV content to import. Must pass validate_import with no errors first.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "csv_content": {
      "type": "string",
      "description": "The CSV content to import. Must pass validate_import with no errors first."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "csv_content"
  ]
}

list_scheduled_reports

List all scheduled report definitions for the organization.

Parameters

No parameters.

Raw schema

{
  "type": "object"
}

create_scheduled_report

Create a new scheduled report definition. The report will be generated and emailed to recipients on the configured cadence.

Parameters6

name	string	required	Name for this scheduled report (max 150 chars).
report_type	string	required	Report type: DailySummary or MonthlyHours.
cadence	string	required	Schedule cadence: Daily, Weekly, or Monthly.
recipients	string	required	Comma-separated recipient email addresses.
format	string	optional	Output format: pdf (default) or csv.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "Name for this scheduled report (max 150 chars)."
    },
    "report_type": {
      "type": "string",
      "description": "Report type: DailySummary or MonthlyHours."
    },
    "cadence": {
      "type": "string",
      "description": "Schedule cadence: Daily, Weekly, or Monthly."
    },
    "recipients": {
      "type": "string",
      "description": "Comma-separated recipient email addresses."
    },
    "format": {
      "type": "string",
      "description": "Output format: pdf (default) or csv."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "name",
    "report_type",
    "cadence",
    "recipients"
  ]
}

update_scheduled_report

Update an existing scheduled report definition. Only the fields you provide are changed; unspecified fields keep their current values.

Parameters7

id	string	required	Id of the scheduled report to update.
name	string	optional	New name (optional).
cadence	string	optional	New cadence: Daily, Weekly, or Monthly (optional).
recipients	string	optional	New comma-separated recipient emails (optional).
format	string	optional	New format: pdf or csv (optional).
is_active	boolean	optional	Enable (true) or disable (false) the schedule (optional).
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Id of the scheduled report to update."
    },
    "name": {
      "type": "string",
      "description": "New name (optional)."
    },
    "cadence": {
      "type": "string",
      "description": "New cadence: Daily, Weekly, or Monthly (optional)."
    },
    "recipients": {
      "type": "string",
      "description": "New comma-separated recipient emails (optional)."
    },
    "format": {
      "type": "string",
      "description": "New format: pdf or csv (optional)."
    },
    "is_active": {
      "type": "boolean",
      "description": "Enable (true) or disable (false) the schedule (optional)."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "id"
  ]
}

cancel_scheduled_report

Permanently delete a scheduled report definition. Requires confirm=true to proceed.

Parameters3

id	string	required	Id of the scheduled report to delete.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Id of the scheduled report to delete."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "id"
  ]
}

list_recycle_bin

List soft-deleted entities currently in the recycle bin, optionally filtered by entity type and paged.

Parameters3

entity_type	string	optional	Filter by type: Customer, Project, Task, or SubTask. Omit for all types.
page	number	optional	1-based page number (default 1).
page_size	number	optional	Items per page (default 20).

Raw schema

{
  "type": "object",
  "properties": {
    "entity_type": {
      "type": "string",
      "description": "Filter by type: Customer, Project, Task, or SubTask. Omit for all types."
    },
    "page": {
      "type": "number",
      "description": "1-based page number (default 1)."
    },
    "page_size": {
      "type": "number",
      "description": "Items per page (default 20)."
    }
  }
}

remove_user_from_customer

Remove a user's assignment from a customer, revoking their access to the customer's projects and tasks. Requires confirm=true to proceed.

Parameters4

customer_id	string	required	Id of the customer to remove the user from.
org_user_id	string	required	OrganizationUsers.Id of the member to unassign.
confirm	boolean	optional	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	optional	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Raw schema

{
  "type": "object",
  "properties": {
    "customer_id": {
      "type": "string",
      "description": "Id of the customer to remove the user from."
    },
    "org_user_id": {
      "type": "string",
      "description": "OrganizationUsers.Id of the member to unassign."
    },
    "confirm": {
      "type": "boolean",
      "description": "Set true to perform the action. Omit or false returns a preview only — nothing is written."
    },
    "idempotency_key": {
      "type": "string",
      "description": "Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice."
    }
  },
  "required": [
    "customer_id",
    "org_user_id"
  ]
}

search

Search the organization's work-structure entities (customers, projects, tasks, subtasks, users) by id or name. Returns a flat, assignment-scoped result list.

Parameters2

query	string	required	Search text — matches by entity id (prefix) and name (contains).
limit	number	optional	Maximum results to return (default 30).

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Search text — matches by entity id (prefix) and name (contains)."
    },
    "limit": {
      "type": "number",
      "description": "Maximum results to return (default 30)."
    }
  },
  "required": [
    "query"
  ]
}

get_frame_order_utilization

Report each frame order's contracted cap vs billed draw-down vs remaining, for both hours and amount, with utilization percentage. Optionally filtered by customer and/or status.

Parameters2

customer_id	string	optional	Filter by customer id (optional).
status	string	optional	Filter by status: Open or Closed (optional).

Raw schema

{
  "type": "object",
  "properties": {
    "customer_id": {
      "type": "string",
      "description": "Filter by customer id (optional)."
    },
    "status": {
      "type": "string",
      "description": "Filter by status: Open or Closed (optional)."
    }
  }
}

check_budget_limits

Check whether logging additional hours on a subtask would exceed its budget limits. Returns whether the budget is exceeded and a message.

Parameters2

sub_task_id	string	required	Id of the subtask to check.
additional_hours	number	required	Hours to check against the budget limit.

Raw schema

{
  "type": "object",
  "properties": {
    "sub_task_id": {
      "type": "string",
      "description": "Id of the subtask to check."
    },
    "additional_hours": {
      "type": "number",
      "description": "Hours to check against the budget limit."
    }
  },
  "required": [
    "sub_task_id",
    "additional_hours"
  ]
}

get_cost_rate_history

Get the cost-rate history for a specific user in the organization. Requires Finance role or higher.

Parameters1

user_id

string

required

Firebase UID of the user whose cost-rate history to retrieve.

Raw schema

{
  "type": "object",
  "properties": {
    "user_id": {
      "type": "string",
      "description": "Firebase UID of the user whose cost-rate history to retrieve."
    }
  },
  "required": [
    "user_id"
  ]
}

Install

Tools (114)

get_hours_summaryget_dashboard_metricsget_customer_infoget_project_statusget_billing_reportget_budget_alertslist_customerslist_projects

Remote endpoint

Streamable HTTP

Hosted server - connect over the network, no local install.

url

https://api.timix.ai/api/integration/v1/mcp

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "time-tracking": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://api.timix.ai/api/integration/v1/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.