workload.zero

Add a team member to a project (admin or project manager). teamMemberId comes from list_team_members.

Add an email address or a whole domain to the suppression list, e.g. after an unsubscribe, an objection (GDPR Art. 21), an erasure request (Art. 17) or an access request (Art. 15).

Add a comment to a task, optionally with images (each from an https URL or base64). Images are stored in the project files under tasks/<task number>/.

Add a link to a task, e.g. the pull request, Figma frame or Jira ticket.

Add yourself to the assignees of a task.

Attach an image or file to a task. Give sourceUrl (https) or base64 + fileName, or fileItemId of a file already in workload.zero. The file is stored in the project files under tasks/<task number>/ like in the app; returns a download link.

Tick or untick one checklist item of a goal (index is 0-based, in the order list_goals shows).

Check whether email addresses are on the suppression list (do-not-contact). ALWAYS call this before sending any outreach email; never email an address reported as suppressed.

Mark a goal as completed. Checklist items keep their own state.

Mark a sales activity (call, email, meeting, task) as done.

Convert a deal by ref code (idempotent): stage converted, status won.

Convert a lead into a contact (and company), optionally with a new deal.

Convert an ACCEPTED quote into a draft invoice (positions 1:1).

Create a sender for quotes and invoices. This data is printed on legal documents such as quotes and invoices, so use only what the user gives you and never invent or guess a value. An invoice cannot be finalized without the company name, full address, and a tax number or VAT ID; bank details belong on it if the customer pays by transfer. The result names what is still missing.

Create a group chat with people (user ids from list_users), optionally tied to projects.

Create a project client (admin or project manager).

Create a deal. Example: title "Website relaunch Acme", value 24000, stage "proposal", companyId, contactIds.

Create a folder in a space, optionally inside another folder.

Create a daily or weekly goal, optionally linked to a task or project, with a checklist; shown in workload.zero as created by an agent. Example: title "Ship invoice export", checklist [{"label": "Write tests"}].

Create a draft invoice by hand. It stays a draft: finalizing and sending happen in the app, and finalizing needs a real sender address with a tax number or VAT ID (billingEntityId from list_billing_entities, or create_billing_entity with data the user gives you, never invented). Example: invoiceDate "2026-11-04", billingClientId from list_billing_clients, lineItems [{position: 1, description: "Consulting", quantity: 8, unit: "h", unitPrice: 95, vatRate: 19}].

Create a draft invoice from the unbilled time entries of a project in a period.

Create a lead (a person not yet qualified), e.g. from an event or a website form.

Create a sales pipeline with its stages.

Create a project. clientId comes from list_clients (or create_client). Example: title "Website relaunch", projectCode "WEB", duration {startDate: "2026-11-01", endDate: "2027-03-31"}, budget {hourlyRate: 95, currency: "EUR"}.

Create a quote as a DRAFT. Needs a real sender: billingEntityId from list_billing_entities, or create_billing_entity first with data the user gives you, never invented. Example: date "2026-11-04", billingClientId from list_billing_clients, positions [{description: "Design workshop", quantity: 2, unit: "days", unitPriceNet: 1200}]. Use estimate_quote first to price a scope. The quote is never sent automatically; sending needs a human approval in the app. The legacy `data` JSON string (document field names) is still accepted.

Log or schedule a sales activity. Example: type "call", subject "Follow-up on proposal", contactId, dealId, scheduledAt "2026-11-06T10:00:00Z".

Create a task (shown in workload.zero as created by an agent). Example: projectId from list_projects, title "Fix login redirect", priority "high", assignedTo [user or team member id], deadline {startDateTime: "2026-11-10T09:00:00Z", endDateTime: "2026-11-14T17:00:00Z"}, maxHours 6.

Withdraw an absence request or delete an absence. The team calendar updates immediately.

Delete a CRM company (it is hidden, its contacts stay).

Delete a CRM contact. Before deleting for GDPR reasons, add the address to the suppression list.

Delete a deal (it is hidden from lists and reports, its activities stay).

Move a file or folder to the trash (it can be restored in the app).

Delete a goal and its checklist. Linked tasks and time entries stay.

Delete a draft invoice. Finalized invoices cannot be deleted.

Delete a lead that is not converted.

Delete one of your chat messages for all participants.

Delete a sales pipeline. Move or close its deals first.

Delete a project you created. It is archived and hidden from all members; tasks and time entries stay in the database.

Delete a quote that has not been sent yet. Sent quotes stay for the record.

Delete a sales activity from the deal and contact timeline.

Delete a task (admin, project manager or project lead). It goes to the deleted list and can be restored with restore_task.

Delete a comment (your own, or any as admin, project manager or project lead).

Delete one of your time entries. Entries that are already invoiced or approved cannot be deleted.

Discard the running timer without booking any time.

Edit one of your chat messages. Participants see the new text marked as edited.

Estimate a quote from a scope description. Returns deterministic 'historical' and 'rate-card' variants (each with sum and confidence) plus the context (comparable past projects, standard rate). Add your own 'free-scope' variant from the context, then present all variants with totals so the user can pick.

Find a deal by its 6-hex campaign ref code.

Show the running timer, if any (project, task, start time).

Recent changes in your projects (who changed what), optionally for one project or one area.

Read the latest messages of a chat, oldest first (message id | time | sender | text). Use before (ISO time of the oldest shown message) to page back.

Get a CRM company with its contacts and deals.

Get a CRM contact with deals and timeline (activities, mails, notes).

Get a deal with contacts, company, products, notes and its activities.

Get details of a file or folder: name, type, size, owner, versions, tags.

Get a temporary download link for a file (open it to view or download; the link expires, call again for a fresh one).

Get all goals linked to a task (task Mongo id), e.g. to see when work on it is planned.

Get an invoice with line items, buyer, totals and status. Accepts the id or the invoice number, e.g. RE-2026-0042.

Get the PDF of an invoice as an attached file.

List the people you share projects with, incl. their team member ids.

Get your own workload.zero profile (name, job title, bio, location, skills).

Get your time entries (id | date | hours | project | task | description) with the total.

Get a project: status, client, budget, period, team member ids, task count and description.

Budget analytics of a project: planned vs. used hours and amount, burn rate.

Get a quote with positions, customer, totals and status.

Get the PDF of a quote as an attached file.

Revenue breakdown of the year (per month, per client).

Sales reports. report: pipeline-value, conversion-rates, activity-metrics, forecast, win-loss, sales-velocity, leaderboard. Default pipeline-value.

Get one task with description, status, priority, assignees, estimate and booked hours, start/due date, tags, linked issue, links, subtask parent, attachments (with download links) and comments.

Change history of a task: who changed which field from what to what.

Get your goals for today (id | title | timeframe | task | project | checklist progress).

Hours that are tracked but not invoiced yet, per project.

Unread message counts per chat id, for a quick inbox check.

Get your goals for the current week (Monday to Sunday), with checklist progress.

Link a won deal to the workload.zero project that delivers it.

List the absences you may see as admin or project manager, optionally by date range or status.

List billing clients (id | company | invoice email | payment terms). Use the id for invoices and quotes.

List your sender entities (id | name | default). Quotes and invoices are issued in the name of one of them.

List your chats (id | title | participants | unread | last message).

List project clients (id | name | company | email). Use the id as clientId in create_project.

List CRM companies (id | name | industry), optionally by search text.

List CRM contacts (id | name | email | company | position), optionally by search text or company.

List deals (id | title | stage | status | value | ref), optionally by stage, pipeline or company.

List deleted tasks of your projects (id | number | title | deleted at).

List files and folders in a space or in one folder of it (id | name | file/folder | size | updated).

List goals by date range (YYYY-MM-DD) or timeframe, e.g. startDate 2026-11-01, endDate 2026-11-30.

List the payments recorded on an invoice.

List your invoices (id | number | date | gross total | status | buyer).

List leads (id | name | email | company | status | score).

List your absences (vacation, sick days, comp time) with status.

List your notifications, newest first (id | read | title | message).

List sales pipelines (id | name | stages | default).

List the members of a project (team member id | user id | name | role | weekly hours). Use the team member id for add/update/remove_project_member.

List the projects you have access to (id | code | name | status | client).

List your quotes (id | number | date | status | customer).

List the files you opened or changed recently, across all spaces.

List sales activities (calls, emails, meetings, tasks, notes), optionally for a contact, deal or company, or only upcoming/overdue ones.

List the subtasks of a task. Create a subtask with create_task and parentTaskId.

List suppression list entries, optionally filtered by search, reason or open GDPR requests.

List the tags used on tasks, optionally for one project.

List tasks (id | number | title | status | priority | project | assignees | due). Without projectId: your assigned tasks, or with view "all" every task in your projects. With projectId: all tasks of that project, filterable by assignee and priority.