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verified live · 20h ago
time-tracking
Time tracking, live project budgets, and billing exports for service firms.
Tools
114
GitHub stars
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Installs / wk
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Licence
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Transport
streamable-http
Last checked
20h ago
Tools & capabilities
114 toolsRead from the running server on 20h ago.
approve_timesheet
confirmidempotency_keysubmission_period_id*
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 (F… 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).
assign_user_to_customer
customer_id*org_user_id*idempotency_key
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_… 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).
assign_user_to_project
emailproject_id*org_user_ididempotency_key
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… 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.
bulk_create_time_reports
entries*idempotency_key
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, defau… 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.
bulk_update_cost_rates
fixed_amounteffective_from*idempotency_keyadjustment_percentage
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%)… 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.
bulk_update_time_reports
ids*text*idempotency_key
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 —… 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.
cancel_invite
confirminvite_id*idempotency_key
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. 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.
cancel_scheduled_report
id*confirmidempotency_key
Permanently delete a scheduled report definition. Requires confirm=true to proceed. Permanently delete a scheduled report definition. Requires confirm=true to proceed.
cancel_timer
idempotency_key
Cancel (discard) your running timer without creating a time entry. The elapsed time is lost. No arguments needed. Cancel (discard) your running timer without creating a time entry. The elapsed time is lost. No arguments needed.
change_user_role
new_role*org_user_id*confirm_tokenidempotency_key
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… 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.
check_budget_limits
sub_task_id*additional_hours*
Check whether logging additional hours on a subtask would exceed its budget limits. Returns whether the budget is exceeded and a message. Check whether logging additional hours on a subtask would exceed its budget limits. Returns whether the budget is exceeded and a message.
close_frame_order
confirmframe_order_id*idempotency_key
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… 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.
close_month
year*month*confirm_tokenidempotency_key
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… 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.
commit_import
csv_content*idempotency_key
Commit a bulk-import CSV, creating the work hierarchy (customers, projects, tasks, subtasks) in the organization. Call validate_import first to verify the file. Commit a bulk-import CSV, creating the work hierarchy (customers, projects, tasks, subtasks) in the organization. Call validate_import first to verify the file.
copy_period
idempotency_keysource_end_date*source_start_date*target_start_date*
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)… 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).
create_credit_note
reason*confirminvoice_id*credit_amount*idempotency_key
Create a credit note against an existing invoice, reducing the amount owed. Requires Finance role or above. Create a credit note against an existing invoice, reducing the amount owed. Requires Finance role or above.
create_customer
name*countrycurrencydescriptioncontact_emailidempotency_key
Create a new billing customer in your organization. The organization is fixed by your context - never pass an organization id. Create a new billing customer in your organization. The organization is fixed by your context - never pass an organization id.
create_custom_field
type*title*entity*field_id*is_mandatorylist_of_values
+1
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… 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.
create_favorite
task_id*project_id*customer_id*descriptionsub_task_id*display_name*
+1
Save a time-entry combination as a favorite for quick reuse. Returns the created favorite. Save a time-entry combination as a favorite for quick reuse. Returns the created favorite.
create_frame_order
notescurrencyend_datereference*start_datecustomer_id*
+4
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. Reversib… 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.
create_holiday_profile
name*year*notessourceholidays*set_as_default
+1
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… 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.
create_project
name*customer_id*descriptionbilling_type*idempotency_keycreate_general_activity
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_bil… 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.
create_scheduled_report
name*formatcadence*recipients*report_type*idempotency_key
Create a new scheduled report definition. The report will be generated and emailed to recipients on the configured cadence. Create a new scheduled report definition. The report will be generated and emailed to recipients on the configured cadence.
create_subtask
name*task_id*descriptionidempotency_key
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. Disco… 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.
create_task
name*project_id*descriptionidempotency_keycreate_general_activity
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_bil… 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.
create_time_report
date*texthours*start_timesubtask_id*idempotency_key
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… 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.
delete_api_key
key_id*confirm_tokenidempotency_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 w… 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.
delete_customer
confirmcustomer_id*idempotency_key
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… 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.
delete_custom_field
confirmcustom_field_id*idempotency_key
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.… 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.
delete_draft_invoice
confirminvoice_id*idempotency_key
Delete a DRAFT invoice permanently. Only draft invoices can be deleted; issued invoices are permanent records. Returns a preview unless confirm=true is set. Delete a DRAFT invoice permanently. Only draft invoices can be deleted; issued invoices are permanent records. Returns a preview unless confirm=true is set.
delete_favorite
confirmfavorite_id*idempotency_key
Delete a saved time-entry favorite. Requires confirm=true to proceed. Delete a saved time-entry favorite. Requires confirm=true to proceed.
delete_frame_order
confirmframe_order_id*idempotency_key
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 unl… 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.
delete_holiday_profile
confirmidempotency_keyholiday_profile_id*
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. Adm… 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.
delete_organization
confirm_tokenidempotency_key
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… 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.
delete_project
confirmproject_id*idempotency_key
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. 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.
delete_subtask
confirmsubtask_id*idempotency_key
Soft-delete a billing subtask into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set. Soft-delete a billing subtask into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.
delete_task
confirmtask_id*idempotency_key
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. 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.
delete_time_report
confirmtime_report_id*idempotency_key
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. 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.
delete_work_schedule
confirmidempotency_keywork_schedule_id*
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… 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.
disable_user
reasonconfirmorg_user_id*idempotency_key
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… 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.
enable_user
org_user_id*idempotency_key
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… 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.
find_billing_work
queryproject_idmax_results
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 a… 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.
generate_invoice
notesdue_dategroupingperiod_end*customer_id*period_start*
+2
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. 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.
get_billing_report
end_date*start_date*customer_id*
Get billing summary for a customer over a date range Get billing summary for a customer over a date range
get_budget_alerts
Get all budget alerts for the organization showing projects that are over or near budget Get all budget alerts for the organization showing projects that are over or near budget
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 Get overall budget health summary for the organization, including project counts by status (on-track, warning, critical), total remaining budget hours, and active alerts
get_cost_rate_history
user_id*
Get the cost-rate history for a specific user in the organization. Requires Finance role or higher. Get the cost-rate history for a specific user in the organization. Requires Finance role or higher.
get_customer_info
customer_id*
Get detailed information about a customer including health score and portfolio Get detailed information about a customer including health score and portfolio
get_dashboard_metrics
month
Get organization dashboard metrics including utilization, revenue, and active projects Get organization dashboard metrics including utilization, revenue, and active projects
get_employee_timesheet
end_date*start_date*employee_name
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. 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.
get_frame_order_utilization
statuscustomer_id
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. 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.
get_hours_summary
scopeend_date*start_date*
Get a summary of hours logged for a user or team over a date range Get a summary of hours logged for a user or team over a date range
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. Return the CSV template for bulk-importing the work hierarchy (customers, projects, tasks, subtasks). Fill the template and call validate_import before commit_import.
get_invoice
invoice_id*
Get the full details of a specific invoice by ID. Get the full details of a specific invoice by ID.
get_my_time_entries
end_date*start_date*
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 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
get_project_status
project_id*
Get detailed project status including budget, hours, and task breakdown Get detailed project status including budget, hours, and task breakdown
get_project_team
project_id*
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 dr… 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.
get_resource_utilization
end_date*start_date*
Get team resource utilization summary showing target hours, actual hours, billable hours, and utilization percentage for the organization Get team resource utilization summary showing target hours, actual hours, billable hours, and utilization percentage for the organization
get_unbilled_time
Get a summary of unbilled time across the organization, including total hours, total amount, number of entries, and aging information Get a summary of unbilled time across the organization, including total hours, total amount, number of entries, and aging information
invite_user
role*email*idempotency_key
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… 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.
issue_invoice
invoice_id*confirm_tokenidempotency_key
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… 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.
list_customers
List all customers in the organization List all customers in the organization
list_favorites
List the current user's saved time-entry favorites (quick-entry shortcuts). List the current user's saved time-entry favorites (quick-entry shortcuts).
list_invoices
statuspage_sizecustomer_idpage_number
List invoices for your organization, optionally filtered by customer and status. List invoices for your organization, optionally filtered by customer and status.
list_my_time_entries
limitend_date*start_date*
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 wha… 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.
list_projects
customer_id
List all projects in the organization with their status and budget information List all projects in the organization with their status and budget information
list_recycle_bin
pagepage_sizeentity_type
List soft-deleted entities currently in the recycle bin, optionally filtered by entity type and paged. List soft-deleted entities currently in the recycle bin, optionally filtered by entity type and paged.
list_scheduled_reports
List all scheduled report definitions for the organization. List all scheduled report definitions for the organization.
log_time
date*texthours*start_timesubtask_id*
Create a single time entry on a subtask for the current user. Requires permission to log time. Create a single time entry on a subtask for the current user. Requires permission to log time.
manage_user_work_schedule
nameaction*is_activeschedule_iddefault_hoursidempotency_key
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.… 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.
mark_invoice_paid
confirmpaid_dateinvoice_id*idempotency_key
Mark an issued or sent invoice as Paid. Optionally record the paid amount and payment date. Returns a preview unless confirm=true is set. Mark an issued or sent invoice as Paid. Optionally record the paid amount and payment date. Returns a preview unless confirm=true is set.
mark_time_invoiced
confirminvoice_ididempotency_keytime_report_ids*
Mark one or more time reports as invoiced, optionally linking them to an existing invoice. Requires Manager role or above. Mark one or more time reports as invoiced, optionally linking them to an existing invoice. Requires Manager role or above.
move_project
project_id*idempotency_keynew_customer_id*
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 ab… 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.
move_subtask
subtask_id*new_task_id*idempotency_key
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. 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.
move_task
task_id*new_project_id*idempotency_key
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. 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.
permanent_delete_entity
entity_id*entity_type*confirm_tokenidempotency_key
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.… 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.
recall_timesheet
year*month*idempotency_key
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 manage… 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).
reissue_invoice
invoice_id*confirm_tokenidempotency_key
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… 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.
reject_timesheet
comment*confirmidempotency_keysubmission_period_id*
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. Us… 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).
remove_user
org_user_id*confirm_tokenidempotency_key
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… 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.
remove_user_from_customer
confirmcustomer_id*org_user_id*idempotency_key
Remove a user's assignment from a customer, revoking their access to the customer's projects and tasks. Requires confirm=true to proceed. Remove a user's assignment from a customer, revoking their access to the customer's projects and tasks. Requires confirm=true to proceed.
remove_user_project
project_id*org_user_id*idempotency_key
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)… 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.
reopen_month
year*month*confirm_tokenidempotency_key
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 idempotenc… 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.
reopen_timesheet
commentconfirmidempotency_keysubmission_period_id*
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… 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).
resend_invite
invite_id*idempotency_key
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 yo… 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.
restore_entity
entity_id*entity_type*idempotency_key
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, T… 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.
search
limitquery*
Search the organization's work-structure entities (customers, projects, tasks, subtasks, users) by id or name. Returns a flat, assignment-scoped result list. Search the organization's work-structure entities (customers, projects, tasks, subtasks, users) by id or name. Returns a flat, assignment-scoped result list.
send_invoice
confirminvoice_id*idempotency_key
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. 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.
set_budget_thresholds
idempotency_keybudget_warning_threshold_percentbudget_critical_threshold_percent
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 i… 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.
set_custom_field_value
value*entity*field_id*entity_id*idempotency_key
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 organi… 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.
set_org_work_schedule
namenotesis_activeschedule_ididempotency_keyweekly_schedule
+2
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_sch… 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.
set_user_cost_rate
user_id*currencyhourly_rate*effective_toeffective_fromidempotency_key
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.… 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.
start_timer
subtask_id*descriptionidempotency_key
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… 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.
stop_timer
idempotency_key
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. 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.
submit_timesheet
year*month*idempotency_key
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.… 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).
suggest_holiday_profile
year*country*
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… 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.
undo_write_off
confirmtime_report_id*idempotency_key
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. 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.
update_customer
namestatuscountrycurrencycustomer_id*description
+4
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_w… 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.
update_custom_field
typetitleis_mandatorylist_of_valuesidempotency_keyfield_definition_id*
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 fi… 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.
update_draft_invoice
notesdue_dateinvoice_id*payment_termsinternal_notesidempotency_key
+2
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 Dra… 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.
update_frame_order
notescurrencyend_datereference*start_datedescription
+4
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. 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.
update_holiday_profile
namenotesholidaysis_activeprofile_id*idempotency_key
+1
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 y… 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.
update_org_settings
namecountrybase_currencyidempotency_keydefault_time_zonefirst_day_of_month
+3
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… 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.
update_project
namestatusproject_id*descriptionbilling_typestm_hour_limit
+3
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 s… 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.
update_scheduled_report
id*nameformatcadenceis_activerecipients
+1
Update an existing scheduled report definition. Only the fields you provide are changed; unspecified fields keep their current values. Update an existing scheduled report definition. Only the fields you provide are changed; unspecified fields keep their current values.
update_subtask
namestatushour_limitsubtask_id*descriptionbilling_type
+1
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, b… 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.
update_task
namestatustask_id*descriptiontm_hour_limitfix_hour_limit
+2
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… 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.
update_time_report
datetexthoursstart_timetime_report_id*idempotency_key
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 dat… 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.
update_user_preferences
time_formatidempotency_keytheme_preferencedefault_day_sub_viewdefault_week_sub_viewdefault_month_sub_view
+1
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 globa… 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.
update_user_profile
countrytimezonejob_titlelast_namefirst_nameorg_user_id*
+1
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… 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.
use_favorite
favorite_id*idempotency_key
Record that a time-entry favorite was used, incrementing its use count and updating last-used timestamp. Record that a time-entry favorite was used, incrementing its use count and updating last-used timestamp.
validate_import
csv_content*
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. 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.
void_invoice
reason*invoice_id*confirm_tokenidempotency_key
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 wi… 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.
write_off_time
hours*reason*confirmtime_report_id*idempotency_key