Plutio MCP by usefulapi

WRITE: put line items on an invoice that has none yet (an invoice made with plutio_create_invoice). Refuses an invoice that already has an items block. Plutio works out line totals, subtotal and total. POST /blocks.

WRITE: post a comment on a task, file or conversation. Visible to everyone who can see that record. Returns the new record. POST /comments.

WRITE: add a company, optionally linking existing people to it. Returns the new record. POST /companies.

WRITE: add a calendar event. No invitations are sent. Returns the new record. POST /events.

WRITE: create a DRAFT invoice for a person or company. The client cannot pay it and nothing is emailed. Add line items with plutio_add_invoice_items. Returns the new record. POST /invoices.

WRITE: add a person (a client by default) to the workspace. Returns the new record with its _id. POST /people.

WRITE: create a project. Plutio gives it a default status and a first task board (find it with plutio_list_task_boards). Returns the new record. POST /projects.

WRITE: add a task to a project's task board. Get taskBoardId from plutio_list_task_boards (projectId filter). New tasks start as incomplete. Returns the new record. POST /tasks.

The content blocks of a contract, proposal or invoice: the written text (textHTML) and, for invoices, the line items. A document record only holds block ids. GET /blocks (entityType and entityId are both required).

The Plutio workspace this API client is connected to: name, domain, currency, locale, timezone and settings. GET /businesses.

Categories used to organize records such as time entries and transactions. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /categories.

Comments on tasks, files and conversations: bodyHTML, createdBy, entityType, entityId. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /comments.

Companies (clients that group people): title, industry, people, contact details. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /companies.

Contracts: name, client, status, signatures. The text is in blocks: see plutio_get_document_blocks. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /contracts.

Inbox conversations: subject, participants, last message. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /conversations.

Custom field definitions (label, type, which records they apply to). Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /custom-fields.

Calendar events: title, startDate, endDate, location, participants. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /events.

File records (name, size, folder, sharing). File contents are not downloaded. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /files.

File folders. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /file-folders.

Submitted responses to forms. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /form-responses.

Forms (intake forms, questionnaires): name and status. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /forms.

Recurring invoice subscriptions: client, schedule, amount. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /invoice-subscriptions.

Invoices: name, client, status (draft, pending, paid and so on), amount, amountPaid, currency, dueDate, issueDate. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /invoices.

Notes: title, descriptionHTML, entityType and entityId of the record they belong to. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /notes.

People: clients and your own team members (name, role, contactEmails, contactPhones, companies). Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /people.

Projects: name, client, status, dates, budget, billing rate. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /projects.

Proposals: name, client, status, amount. The text is in blocks: see plutio_get_document_blocks. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /proposals.

Scheduling pages (booking links) and their settings. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /scheduler.

Custom statuses (for projects and similar records): title, type, entityType. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /statuses.

Task boards of projects. A project has one or more boards that hold tasks. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /task-boards.

Task groups (columns/lists on a task board). Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /task-groups.

Tasks: title, status (incomplete, completed, overdue), dueDate, assignedTo, projectId, taskBoardId. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /tasks.

Time entries: personId, projectId, taskId, startedAt, stoppedAt, time in seconds, billing amount and rate. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /time-tracks.

Payments and expenses: amount, currency, client, invoiceId, status, type, issueDate. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /transactions.

Pages of the Plutio wiki / knowledge base. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query. GET /wiki-entities.

WRITE: record a time entry against a task. projectId must be the task's own project (read the task first). time is the length in seconds (5400 = 1.5 hours). POST /time-tracks.

WRITE: change a task's title, status (incomplete, completed, overdue), due date or description. Only the fields you pass change. Returns the updated record. PUT /tasks.