Timix.AI

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 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 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.

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; when omitted, the entry goes after your last entry that day and after the batch's other entries — 09:00 on a day with nothing logged) and text. Entries are always attributed to you. Returns per-item results (partial failures are reported rather than aborting the batch). Max 50 entries.

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 (add this amount to every rate, e.g. 10 raises a 100 rate to 110), not both. The organization is fixed by your context - never pass an organization id. Rate values are never echoed back.

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Cancel a pending invitation so the invite link is no longer valid.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.

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

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

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

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

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

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

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

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

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 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 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; when omitted, right after your last entry that day, or 09:00 on a day with nothing logged), and hours.

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 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.

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

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 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.

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.

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 subtask and its time entries into the recycle bin, where an admin can restore them together. 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 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 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 an organization member's access to this organization: until they are enabled again they can open nothing in it (their sign-in and their other organizations are not affected). Reversible — the user can be re-enabled from the web application. Returns a preview unless confirm=true is set.

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, and not your own account. It is refused when the organization's plan has no free seat: its active members already fill the plan's limit (error_code SUBSCRIPTION.SEAT_LIMIT_REACHED, with the limit in error_details) — the fix is to upgrade the plan or disable another member first. Returns a preview unless confirm=true is set.

Find the projects, tasks and subtasks in your organization where time can be tracked. Pass a name fragment as query to search customer, project, task and subtask names at once: every matching subtask comes back in `matches` with its full path (customer > project > task > subtask) and its subtask_id - then the subtasks of every customer of that name, and, when no subtask or task has that name, the subtasks of every project of that name. When two or more of the activities found have the same name ("General" under two clients), `choose_one` says where each one is: ask the user which one they mean, unless they already said. Use this to locate where to record work. Returns ids and names only.

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 summary for a customer over a date range

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

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

Get detailed information about a customer including health score and portfolio

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

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.

Aggregate financial analytics for the organization. Use metric_type to pick the roll-up: 'project_margin_ranking' ranks projects by budget margin (best/worst), 'effective_bill_rate' returns the blended revenue-per-hour, 'utilization_rollup' returns team billable efficiency, 'revenue_summary' returns org budget health plus reported hours. Requires Finance access (Owner, Admin, Finance, or Manager role).

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

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 the full details of a specific invoice by ID.

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 detailed project status including budget, hours, and task breakdown

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

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

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). Once the user confirms, the invitation is created and the invitee is emailed an acceptance link. The result's mail_sent says whether that email went out: say the invitation was emailed ONLY when mail_sent is true. When mail_sent is false the invitation exists but its email could not be sent - say so, and that an admin can resend it or copy its link from the Users page.

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 all customers in the organization

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

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

List the current user's own individual time entries for a date range: for each, its time_report_id (what update_time_report and delete_time_report take), date, start and end time of day on the organization's clock, project and subtask names and ids, hours, description, billable flag and status. Use this to see exactly what was logged (the per-entry detail), as opposed to aggregated totals, and to find the entry the user wants to change or delete.

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

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

List all scheduled report definitions for the organization.

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

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. Requires the Admin role.

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

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

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. Refused (CONFLICT.STATE_CONFLICT) when the entity is not in the recycle bin (reason NOT_IN_RECYCLE_BIN) or when anything under it is live - restored, or never deleted (reason LIVE_DESCENDANTS).

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).

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 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).

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 a user's assignment from a customer, revoking their access to the customer's projects and tasks. You cannot target a user more privileged than yourself. Requires confirm=true to proceed.

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. Requires confirm=true to proceed.

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 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).

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 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. Refused (CONFLICT.STATE_CONFLICT, reason PARENT_IN_RECYCLE_BIN) while the customer, project or task it belongs to is still in the recycle bin - restore that one first.

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

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 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 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. The value is checked the way the app checks a save: the field's type and list options, and every REQUIRED custom field of that entity must have a value (set a missing required field first).

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 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 (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 your running timer (a paused one too). The time it ran - its pauses left out - is saved as a Draft time entry automatically. Returns the created time entry. No arguments needed.

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).

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.

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 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 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.