Examples

Once connected, ask your assistant in plain language. It picks the right tools, so you do not need to know any tool names. Try prompts like these:

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Clients and projects

Get details for client Acme Corp.

Create a Website Redesign project for Acme Corp with tasks Design and Development, billed at an hourly project rate of 120 USD.

Which projects is oliver@example.com on?

An assistant answering the first prompt typically calls ListClients to resolve the name to an ID, then GetClient for the details. You do not need to supply IDs yourself.

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Time tracking

Log 2.5 hours for me on the Website Redesign design task for yesterday.

Update my time entry from July 14 to 3 hours.

Show unbilled time entries on Website Redesign for July.

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Invoicing

Generate an invoice for Acme Corp from all unbilled time entries in July, numbered INV-EXT-001, due in 30 days.

Add accounts@example.com as an invoice recipient for Acme Corp.

Email the last invoice to Acme Corp’s recipients.

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Reports, PTO, and team

Show the payroll summary for July 2026.

Who is missing timesheet entries this month?

Check who on the team has missing timesheet days for last week, and list the dates for each person.

Show the monthly PTO report for July 2026.

List all active team members.

Invite sam@example.com to the workspace as a standard user.

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Work across workspaces

Every tool accepts an optional workspace argument. When the connection reaches more than one workspace, name the one you mean in your prompt:

Which NeetoInvoice workspaces can you see?

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When a prompt does not work

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.