Organization, members and analytics
4 tools. Organizations and memberships, enabled modules, team members, web analytics (PostHog/GA4).
- list_organizations
- Viewer · read · always available — Lists every organization the key holder is a member of: ID, name, slug, plan, your role (yourRole) and whether it is currently active (isActive).
- get_organization
- Viewer · read · always available — Returns the current organization: ID, name, slug, plan, enabled modules (enabledModules), creation date and your role (yourRole).
- list_members
- Viewer · read · always available — Lists the members of the current organization with memberId, role, internal user ID (userId), first and last name, avatar and supabaseUserId.
- get_analytics
- Viewer · read · always available — Fetches web analytics from the connected PostHog or GA4 integration.
Tasks, projects and milestones
17 tools. Tasks (including AI effort estimates and similarity search), projects and milestones.
- list_tasks
- Viewer · read · Tasks — Lists tasks of the organization, newest first.
- get_task
- Viewer · read · Tasks — Returns a single task by ID.
- create_task
- Member · write · Tasks — Creates a task.
- update_task
- Member · write · Tasks — Updates an existing task; only the fields you send are changed.
- delete_task
- Admin · delete · Tasks — Permanently deletes a task.
- find_similar_tasks
- Viewer · read · Tasks — Decision Context Layer: semantic search for earlier, similar tasks – either by free text (query) or starting from an existing task (taskId; the task itself is excluded).
- estimate_task_effort
- Viewer · read · Tasks — AI effort estimate: suggests hours for a new (query) or existing task (taskId) based on comparable completed tasks, preferring logged time over planned time.
- list_projects
- Viewer · read · Projects — Lists all projects of the organization, newest first.
- get_project
- Viewer · read · Projects — Returns a single project by ID.
- create_project
- Member · write · Projects — Creates a project; you are stored as its creator.
- update_project
- Member · write · Projects — Updates a project; only the fields you send are changed.
- delete_project
- Admin · delete · Projects — Permanently deletes a project.
- list_milestones
- Viewer · read · always available — Lists milestones of the organization, newest first; filter by status and phase.
- get_milestone
- Viewer · read · always available — Returns a single milestone by ID.
- create_milestone
- Member · write · always available — Creates a milestone; you are stored as its creator.
- update_milestone
- Member · write · always available — Updates a milestone.
- delete_milestone
- Admin · delete · always available — Deletes a milestone.
Sprints and weekly planning
10 tools. Sprints with planned/actual hours, AI sprint suggestion, weekly planning and utilization.
- list_sprints
- Viewer · read · Sprints — Lists sprints of the organization, newest first, each with its task count (taskCount) and total estimated hours (estimatedHours).
- get_sprint
- Viewer · read · Sprints — Returns a sprint with all its tasks, including planned (estimatedHours) and actual hours (actualHours from time entries), plus statistics.
- create_sprint
- Member · write · Sprints — Creates a sprint.
- update_sprint
- Member · write · Sprints — Updates a sprint.
- delete_sprint
- Admin · delete · Sprints — Permanently deletes a sprint and removes all its task assignments; the tasks themselves are not deleted.
- add_task_to_sprint
- Member · write · Sprints — Adds an existing task to a sprint (adding twice is harmless) and sets the sprint reference on the task.
- remove_task_from_sprint
- Member · write · Sprints — Removes a task from a sprint and clears the sprint reference on the task.
- suggest_sprint_plan
- Viewer · read · Sprints — AI sprint planning: an AI planner composes the sprint from the open backlog, weighing priority, deadlines, sprint goal and effort (manual hours, similar-task estimates or its own realistic estimates) within the sprint capacity.
- get_planning_week
- Viewer · read · Planning — Shows the weekly plan: for each member the tasks assigned to the week plus utilization – hoursPerWeek (stored capacity, otherwise 40), usedHours (sum of estimated hours) and utilizationPct.
- list_unscheduled_tasks
- Viewer · read · Planning — Lists tasks that are not yet assigned to a week in the planning schedule.
Time tracking and calendar
9 tools. Time entries and timer, Google Calendar events, shared free slots across the team.
- list_time_entries
- Viewer · read · Time tracking — Lists time entries of the organization, latest start first; filter by project and task.
- get_running_timer
- Viewer · read · Time tracking — Returns your currently running time entry (no end time) in the organization, or null if none is running.
- create_time_entry
- Member · write · Time tracking — Logs a time entry for you.
- stop_timer
- Member · write · Time tracking — Stops your running timer and computes the duration.
- update_time_entry
- Member · write · Time tracking — Updates a time entry (description, times, project, task) and recomputes the duration.
- delete_time_entry
- Admin · delete · Time tracking — Deletes a time entry.
- list_calendar_events
- Viewer · read · Calendar — Lists upcoming Google Calendar events of the current user (default: the next 14 days).
- create_calendar_event
- Member · write · Calendar — Creates an event in the current user's Google Calendar, optionally with a Google Meet link.
- find_team_free_slots
- Viewer · read · Calendar — Finds the earliest upcoming free time slots you share with your teammates – connected Google, Outlook and iCal calendars are considered, and only members who opted in to sharing availability.
CRM, Lead-Engine and network
17 tools. Leads and activities, Lead-Engine dashboard and weekly briefing, email drafts, network contacts.
- list_crm_leads
- Viewer · read · CRM — Lists CRM leads, newest first.
- get_crm_lead
- Viewer · read · CRM — Returns a CRM lead with its activity history (newest first) and the computed fields category, dueAt and lastContactAt.
- create_crm_lead
- Member · write · CRM — Creates a CRM lead.
- update_crm_lead
- Member · write · CRM — Updates a CRM lead; only the fields you send are changed (including Lead-Engine fields, parking and consent basis).
- delete_crm_lead
- Admin · delete · CRM — Deletes a CRM lead.
- create_crm_activity
- Member · write · CRM — Logs an activity on a lead.
- get_crm_dashboard
- Viewer · read · CRM — Live Lead-Engine dashboard.
- get_crm_weekly_briefing
- Viewer · read · CRM — Returns weekly Lead-Engine snapshots, newest first: KPI numbers, the AI-written findings (briefingMd) and the named control metric (controlMetric).
- list_crm_email_drafts
- Viewer · read · CRM — Lists CRM email drafts, newest first, optionally for one lead.
- create_crm_email_draft
- Member · write · CRM — Saves an email draft for a lead that a human reviews and sends in the CRM – this tool cannot send.
- update_crm_email_draft
- Member · write · CRM — Edits an open email draft (subject, body, recipient, CC) or discards it with a reason – for example when new events made it obsolete; then create a new one.
- list_network_contacts
- Viewer · read · always available — Lists network contacts of the organization (freelancers, agencies, partners, investors …), newest first; filter by type.
- get_network_contact
- Viewer · read · always available — Returns a network contact by ID.
- search_network_contacts
- Viewer · read · always available — Searches network contacts by partial text in name, company and specialization (case-insensitive).
- create_network_contact
- Member · write · always available — Creates a network contact.
- update_network_contact
- Member · write · always available — Updates a network contact; only the fields you send are changed.
- delete_network_contact
- Admin · delete · always available — Deletes a network contact.
Invoices and accounting
10 tools. Invoices including finalization and correction, receipts, income overview.
- list_invoices
- Viewer · read · Invoices — Lists invoices, newest first; filter by status, project and CRM lead.
- get_invoice
- Viewer · read · Invoices — Returns an invoice with all its line items (items, in order).
- create_invoice
- Member · write · Invoices — Creates an invoice.
- update_invoice
- Member · write · Invoices — Updates invoice fields or its status.
- delete_invoice
- Member · delete · Invoices — Deletes an invoice with its line items – but only drafts (status draft).
- create_invoice_correction
- Member · write · Invoices — Creates a standalone correction/cancellation invoice for an already issued (non-draft) invoice.
- list_accounting_receipts
- Member · read · Accounting — Lists accounting receipts, by receipt date descending; filter by project and status.
- update_accounting_receipt
- Member · write · Accounting — Updates a receipt's metadata: name, date, amount, merchant, category, project link and status.
- delete_accounting_receipt
- Admin · delete · Accounting — Permanently deletes a receipt together with its underlying file.
- list_accounting_income
- Member · read · Accounting — Lists income (invoices from the Invoicing module) for the accounting overview: id, number, status, client, issue date, currency and total per invoice, plus totalsByCurrency with paid and outstanding totals per currency.
Budgeting
13 tools. Project budgets, retainers, burn-rate forecast, expenses and member rates.
- list_budget_overview
- Viewer · read · Budgeting — Lists all projects with their budget status as a traffic light: ok, warning (from 80%), over_budget (from 100%), no_cap (budget without a cap) or no_budget.
- get_project_budget
- Viewer · read · Budgeting — Returns a project's budget including consumed hours and – for admins and owners only – consumed amount.
- list_retainers
- Viewer · read · Budgeting — Lists all retainer budgets with period-aware consumption: when reset monthly, only consumption since periodStart counts; nextResetAt gives the next reset time.
- get_budget_forecast
- Member · read · Budgeting — Burn-rate forecast per project (weekly consumption over the last four weeks, trend up/down/stable/no_data, weeks to exhaustion, expected exhaustion date, weekly history of the last eight weeks) plus an organization-wide capacity summary (members, weekly hours, actual hours, utilization).
- list_expenses
- Member · read · Budgeting — Lists expenses of the organization, by date descending; optionally for one project.
- list_member_rates
- Viewer · read · Budgeting — Lists all members with their current bill rate (billRate), role label and currency.
- create_budget
- Admin · write · Budgeting — Creates a project budget; it is active immediately.
- update_budget
- Admin · write · Budgeting — Updates budget fields; only the fields you send are changed.
- activate_budget
- Admin · write · Budgeting — Moves a draft budget to active: it sets periodStart to now and stores the consumption so far (hours and amount) as a baseline snapshot.
- create_expense
- Member · write · Budgeting — Logs an expense in the organization.
- set_member_rate
- Admin · write · Budgeting — Sets or updates a team member's bill rate (and optionally cost rate); an existing entry of the organization is overwritten and effectiveFrom is set to now.
- delete_budget
- Admin · delete · Budgeting — Permanently deletes a budget.
- delete_expense
- Admin · delete · Budgeting — Permanently deletes an expense.
Knowledge, notes, meetings and files
19 tools. Knowledgebase with semantic search, notes, meeting notes, file metadata.
- list_kb_items
- Viewer · read · Knowledgebase — Lists knowledgebase articles (ID, slug, title, category, last change – without content), most recently changed first.
- get_kb_item
- Viewer · read · Knowledgebase — Returns a knowledgebase article with full content – by id or slug.
- search_kb
- Viewer · read · Knowledgebase — Semantic search across all knowledgebase articles – use it to find relevant articles before answering questions.
- create_kb_item
- Member · write · Knowledgebase — Creates a knowledgebase article.
- update_kb_item
- Member · write · Knowledgebase — Updates an article.
- delete_kb_item
- Admin · delete · Knowledgebase — Deletes a knowledgebase article.
- list_notes
- Viewer · read · Notes — Lists notes (ID, title, color, pinned, last change – without content), most recently changed first; filter by pinned.
- get_note
- Viewer · read · Notes — Returns a note with full content.
- create_note
- Member · write · Notes — Creates a note; every field is optional (title defaults to "Untitled").
- update_note
- Member · write · Notes — Updates title, content, color or pinned state of a note; only the fields you send are changed.
- delete_note
- Admin · delete · Notes — Deletes a note.
- list_meetings
- Viewer · read · Meetings — Lists meeting notes (ID, title, topic, date, attendees, folder, summary, creation time – without notes and transcript), newest first; filter by folder.
- get_meeting
- Viewer · read · Meetings — Returns a meeting note with full content, notes, transcript and action items.
- create_meeting
- Member · write · Meetings — Creates a meeting note.
- update_meeting
- Member · write · Meetings — Updates title, notes, summary or action items of a meeting note.
- delete_meeting
- Admin · delete · Meetings — Permanently deletes a meeting note.
- list_meeting_folders
- Viewer · read · Meetings — Lists the meeting folders of the organization – you need their IDs for folderId in list_meetings and create_meeting.
- list_files
- Viewer · read · Files — Lists files of the organization (ID, name, MIME type, size in bytes, folder, starred, creation time), newest first; deleted files do not appear.
- list_file_folders
- Viewer · read · Files — Lists file folders of the organization (excluding hidden folders): without parentFolderId the top-level folders, otherwise the subfolders of the given folder.
Goals, metrics and weekly reviews
15 tools. Goals, KPI metrics and weekly reviews.
- list_goals
- Viewer · read · Goals — Lists goals of the organization, newest first; filter by status and time horizon.
- get_goal
- Viewer · read · Goals — Returns a goal by ID.
- create_goal
- Member · write · Goals — Creates a goal; you are stored as its creator.
- update_goal
- Member · write · Goals — Updates a goal: title, description, status, manual progress (0–100) or target date.
- delete_goal
- Admin · delete · Goals — Deletes a goal.
- list_metrics
- Viewer · read · Metrics — Lists the KPI metrics of the organization, newest first; filter by status.
- get_metric
- Viewer · read · Metrics — Returns a metric by ID.
- create_metric
- Member · write · Metrics — Creates a KPI metric.
- update_metric
- Member · write · Metrics — Updates a metric – typically its current value or status.
- delete_metric
- Admin · delete · Metrics — Permanently deletes a metric.
- list_reviews
- Viewer · read · always available — Lists weekly reviews of the organization, by week start descending.
- get_review
- Viewer · read · always available — Returns a single weekly review by ID.
- create_review
- Member · write · always available — Creates a weekly review; only the week start (Monday) is required.
- update_review
- Member · write · always available — Updates fields of a weekly review (what went well, what did not, focus, highlights, mood); only the fields you send are changed.
- delete_review
- Admin · delete · always available — Permanently deletes a weekly review.
Common pitfalls
Role means "at least"
If it says Member, admins and owners may use the tool too. If the scope is write, a connection with delete is enough as well.
Catalog and server can differ
The server's tools/list always returns the actual state for your connection. If they differ, the server's list applies.
Keep reading
- MCP tools: Organization, members and analytics
- MCP tools: Tasks, projects and milestones
- MCP tools: Sprints and weekly planning
- MCP tools: Time tracking and calendar
- MCP tools: CRM, Lead-Engine and network
- MCP tools: Invoices and accounting
- MCP tools: Budgeting
- MCP tools: Knowledge, notes, meetings and files
- MCP tools: Goals, metrics and weekly reviews
