MCP
Ask your assistant for the outcome you need. It selects tools from the live server using your connected workspace permissions.
Start with the connection guide or a workflow example. Parameters and examples come from the connected client after list_tools. A published snapshot is tools.json; the same catalog as one page is mcp.md.
When a tool has preview, review the proposed change before applying it. Commands without preview apply directly. See permissions and data.
Identity
| Tool | What it does |
|---|---|
whoami | Check your connected member, workspace and access. |
Team
| Tool | What it does |
|---|---|
search_user | Find a teammate by name or email. |
get_my_responsibilities | See the projects you manage, clients you own and people who report to you. |
list_team_members | Browse teammates and their weekly availability. |
get_member_allocations | See a teammate's planned work by week. |
update_user | Update a teammate's profile, manager or availability. |
Projects
| Tool | What it does |
|---|---|
list_projects | List projects, optionally filtered by name. |
get_project_details | View a project's client, dates, team and permitted financial details. |
create_project | Create a project under a client. |
update_project | Update project metadata or authorized current billing terms. |
change_project_dates | Preview and apply date adjustments, extension, or planned-week rescheduling with authoritative impact and stale-preview protection. |
change_projects_dates | Atomically adjust up to 50 project schedules. |
Clients
| Tool | What it does |
|---|---|
list_clients | List clients, optionally filtered by name. |
get_client_projects | Every project for one client. |
create_client | Create a client company. |
update_client | Update a client by name or UUID. |
Capabilities
| Tool | What it does |
|---|---|
list_capabilities | Skill catalog used to staff projects. |
Capacity
| Tool | What it does |
|---|---|
get_capacity | Weekly planned hours, effective availability, free hours and time-off entries per active user. |
get_bench | Same as get_capacity, pre-filtered to people with at least minFreeHours (default 16). |
whois | Resolve a person by name, email or UUID and return their profile, weekSummary and weekly assignments in one call. |
get_context | Snapshot of staffable people, live projects (draft/planned/active) and the clients those projects belong to, for session bootstrap. |
Assignments
| Tool | What it does |
|---|---|
list_assignments | Weekly planned allocations. |
get_assignment | One weekly planned allocation by UUID; its date is the Sunday week key. |
upsert_assignments | Create or replace weekly planned totals using explicit rows or grouped periods. |
remove_assignments_from_project | Delete one user's weekly planned hours on one project from the week containing since, through the week containing until when supplied. |
move_assignment | Move weekly planned hours between people on the same project and week. |
delete_assignment | Delete one weekly planned allocation by UUID. |
get_project_allocations | Read a project's lines of work, including zero-hour members, reserved capabilities, planned totals and staffing-board slots. |
manage_project_allocations | Preview and apply whole-row edits, quick staffing, reassignment, board positions and project capability changes through the app's shared authorization model. |
Planning
| Tool | What it does |
|---|---|
get_project_demand | Read open staffed and unstaffed allocation lines, scheduled-hour totals and requirements whose hours remain unspecified. |
set_project_demand | Replace the complete unstaffed weekly schedule for one project capability. |
staff_project_demand | Convert one entire unstaffed allocation line to a person while preserving total demand. |
validate_project_setup | Read an advisory assessment of project manager, authorized billing, status effects, scheduled demand, week boundaries, named capacity and authorized rates. |
Actual hours
| Tool | What it does |
|---|---|
list_actual_hours | Weekly logged totals. |
upsert_actual_hours | Create or replace weekly logged totals in batch. |
Time off
| Tool | What it does |
|---|---|
get_my_time_off | The caller's time-off requests in a date range. |
list_time_off_types | Read leave types, optionally including archived types, policies or active-type eligibility. |
get_time_off | Org-wide requests overlapping a date range. |
create_time_off | Create a request for the connected user or someone they may manage. |
update_time_off | Update a request you are allowed to manage. |
delete_time_off | Delete a request you are allowed to manage. |
approve_time_off | Approve a pending request. |
reject_time_off | Reject a pending request with a reason. |
Profitability
| Tool | What it does |
|---|---|
get_project_profitability | Monthly cost, revenue and profitability for one project. |
Members
| Tool | What it does |
|---|---|
import_members | Preview and import members, pending invitations and optional dated compensation with per-row results. |
Financials
| Tool | What it does |
|---|---|
get_project_expenses | Read expenses with computed costs, full-project totals and pagination. |
manage_project_expenses | Preview and create, update or delete an expense through a strict operation-specific change object. |
get_project_revenue_schedule | Read monthly recognized revenue and notes with project financial visibility. |
get_project_period_financials | Read planned revenue, labor and expense costs, profit, margin, effective rate and missing compensation indicators for an inclusive date span. |
get_monthly_profitability | Read paginated workspace profitability. |
get_project_revenue_history | Read paginated audit entries for revenue edits and resets. |
change_project_monthly_revenue | Preview and apply set_revenue, reset or set_note. |
Images
| Tool | What it does |
|---|---|
create_image_upload | Create a direct image-upload URL. |
Saved views
| Tool | What it does |
|---|---|
list_saved_views | Read your private project views and shared workspace views, including filters, display settings and whether you can manage each view. |
create_saved_view | Save a named project view. |
update_saved_view | Update an exact view you own or may manage. |
delete_saved_view | Delete an exact view you own or may manage. |
Reports and search
| Tool | What it does |
|---|---|
search_workspace | Search visible projects, clients and people by text. |
get_member_workload_metrics | Read member workload metrics for an explicit range up to 366 days. |
get_organization_report | Read organization insights: snapshot, comparison with the previous period, project/team spotlight or weekly metrics. |
get_activity_log | Read the workspace audit trail with actor, entity, action, details and message. |
get_import_jobs | Read your own import job status in the connected workspace. |
Notifications
| Tool | What it does |
|---|---|
list_notifications | Read your personal inbox and unread count. |
update_notifications | Mark read/unread, archive/unarchive, soft-delete/restore or resolve status nudges for 1–100 exact notifications in your inbox. |
get_notification_preferences | Read your visible notification types, effective channel settings and Slack connection availability. |
update_notification_preferences | Set one channel on selected notification types for yourself. |
Compensation
| Tool | What it does |
|---|---|
get_user_compensation | Read current, past and upcoming compensation. |
manage_compensation | Create, update or delete a compensation period with fresh update_users permission. |
import_compensation | Preview and import effective-dated compensation by member email, with individual row results. |
Invoices
| Tool | What it does |
|---|---|
list_project_payment_entities | Read this project's client billing entities. |
list_project_invoices | Read paginated invoices, optionally for one month. |
get_invoice | Read one invoice, paginated recorded payments and immutable status events. |
create_project_invoice | Create a draft using the project's client billing entity. |
change_invoice_status | mark_sent records a draft as sent; void cancels an unpaid invoice. |
record_invoice_payment | Record money already received against a sent invoice. |
Projects and clients
| Tool | What it does |
|---|---|
get_client_details | Read a client's profile, metadata, account manager and status derived from projects visible to you. |
update_clients_status | Apply an active-setting change to 1–100 clients atomically. |
update_clients_account_manager | Set or clear the account manager for 1–100 clients atomically. |
update_projects | Atomically update metadata or status for up to 100 projects. |
delete_projects | Permanently delete up to 100 projects and related staffing, logged hours, billing, documents and activity. |
duplicate_project | Create a fresh project from a source client's, manager's, selected members' and capabilities' template. |
Workforce
| Tool | What it does |
|---|---|
get_teams | List teams and members. |
manage_teams | Create a team. |
manage_capabilities | Create a capability. |
get_user_capabilities | Read member capability tags. |
manage_user_capabilities | Add a member capability tag. |
get_team_workload | Read the app workload matrix. |
get_availability | Read effective availability and overrides. |
import_availability | Preview or apply a dated availability import. |
Time off
| Tool | What it does |
|---|---|
manage_time_off_types | Create a leave type. |
get_time_off_approvals | Read your pending or reviewed approvals. |
manage_holidays | Create a company holiday. |
manage_time_off_settings | Update OOO announcements. |
get_time_off_overview | Read computed annual leave allowances. |
import_time_off | Preview or import leave records. |
get_time_off_settings | Read time-off settings. |
get_holidays | Read company holidays. |
Workspace and access
| Tool | What it does |
|---|---|
list_roles | List role IDs and descriptions. |
create_member | Create a named staffing member without login credentials. |
manage_member | Change member status, role, or member/freelancer type. |
list_languages | List supported profile language names and codes. |
get_member_profile_details | Read a workspace member's languages and software tools. |
manage_member_profile | Add/update/remove a language or add/remove a software tool on your profile. |
list_invitations | List invitations with limit/offset pagination. |
manage_invitation | Create, resend, or cancel workspace invitations, or explicitly retrieve/rotate the shared join link. |
get_workspace | Read connected workspace settings/domains or onboarding progress. |
manage_workspace | Update workspace name/image/settings, add/remove an additional email domain, save onboarding progress, or open the browser to create/switch workspace. |
get_integrations | Read workspace Slack status and your own Google Calendar connection without provider credentials. |
manage_integration | Disconnect Slack or your Google Calendar, synchronize Slack members, or get the browser page to connect an integration through provider OAuth consent. |
get_workspace_billing | Read plan, subscription status, renewal date and payment card last four digits. |
manage_workspace_billing | Create a real Stripe subscription checkout or customer portal URL, or synchronize subscription state from Stripe. |
list_api_keys | List workspace API key metadata and scopes without tokens. |
create_api_key | Create an API key with explicit scopes. |
revoke_api_key | Immediately revoke a workspace API key. |
get_mcp_activity | Read workspace MCP connections, usage analytics, or recent request metadata. |
revoke_mcp_connection | Revoke one user's MCP client connection in this workspace. |
Project collaboration
| Tool | What it does |
|---|---|
get_project_documents | List the document links visible to you for one project. |
manage_project_document | Create, update, or delete a project document link. |
read_project_activity | Read a timeline, authored health updates, one post, conversation summaries, earlier replies, or your posting permissions. |
manage_project_activity | Post a health update, start or reply to a conversation, change your own comment, or resolve/reopen a thread. |
get_project_notification_settings | Read your subscription, notification preferences, recurring update reminder, and connected Slack channel without exposing credentials. |
manage_project_notifications | Change your personal project preferences or manage shared Slack and project-manager update reminders. |
get_assignment_comments | Read comments attached to up to 100 accessible weekly assignment IDs. |
manage_assignment_comment | Add messages to a weekly assignment or delete one of your own messages. |
get_project_hours_requests | List your hours requests or requests you can manage, optionally restricted to requests you may review. |
manage_project_hours_request | Request planned hours, review a pending request, or withdraw/delete a request you can manage. |