Clients and projects
ListClients to resolve the name to
an ID, then GetClient for the details. You do not need to supply IDs yourself.
Time tracking
Invoicing
Reports, PTO, and team
Tips
Name things instead of quoting IDs
Name things instead of quoting IDs
The list tools exist so an assistant can resolve a name to an ID. Say “Acme Corp” rather
than looking up the UUID yourself.
Confirm before write operations
Confirm before write operations
Creating invoices, deleting time entries, and deactivating team members all change real
workspace data. Ask the assistant to show you what it plans to do first.
Several workspaces on one connection
Several workspaces on one connection
Every tool accepts an optional workspace argument. Run
ListWorkspaces once and name the
workspace in your prompt when the connection reaches more than one.Results depend on how you connected
Results depend on how you connected
Over OAuth the assistant acts as you, so it only sees what your role permits. With an API
key it acts as the workspace and sees everything. If a prompt returns less than you
expected, check which credential the connection uses. See
Authentication.