Integration · Projects & tasks

Connect Claude & ChatGPT to Kantata OX

Ask your AI which tasks on a project are still open, to log two hours on a project, or which invoices are pending in Kantata OX. It can read and update projects, tasks, milestones and deliverables, log and submit time, record expenses, post project messages and read invoices.

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“Which tasks on the Website Relaunch project are still open?”
The AI finds the project and lists its uncompleted tasks with due dates.
“Log 2 hours on Website Relaunch for today, billable, 'Design review'.”
It creates a time entry with the date, minutes, notes and billable flag.
“Submit my time entries on Website Relaunch for approval.”
It finds your time entries on the project and submits them as a timesheet for approval.

What your AI can do

Projects and tasks

Find, create and update projects, see who is on them, and create and update tasks, milestones and deliverables.

Time and expenses

Log, update and delete time entries, submit timesheets for approval, and record and update expenses.

Invoices and updates

Read invoices by project and status, read and post project messages, and look up users.

“Add a taxi expense of 450 DKK to the Acme project.”
It picks the matching expense category and records the expense on the project.
“Post on the Acme project that the design is approved, and notify Lisa.”
It posts the message to the project with Lisa as recipient, so she is notified.
“Which invoices for the Acme project are still pending?”
It lists the project's pending invoices with amounts and dates.

418 tools for Kantata OX

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

approve_expense_report_submissionVisible to othersApprove a expense report submission (expense report submission id). Has effects visible outside this system. API summary: Approve an Expense Report Submission.
approve_timesheet_approvalVisible to othersApprove a timesheet approval. Has effects visible outside this system. API summary: Approve Multiple Timesheet Submissions.
approve_timesheet_submissionVisible to othersApprove a timesheet submission (timesheet submission id). Has effects visible outside this system. API summary: Approve a Single Timesheet Submission.
archive_subscriptionVisible to othersDisable a subscription (account membership id). Has effects visible outside this system. API summary: Make a user inactive.
cancel_expense_report_submissionDeletesCancel a expense report submission (expense report submission id). Destructive action; may require approval. API summary: Cancel an Expense Report Submission.
cancel_invoiceDeletesCancel a invoice (invoice id). Destructive action; may require approval. API summary: Cancel an existing invoice.
cancel_timesheet_cancellationDeletesCancel a timesheet cancellation. Destructive action; may require approval. API summary: Cancel Multiple Timesheet Submissions.
cancel_timesheet_submissionDeletesCancel a timesheet submission (timesheet submission id). Destructive action; may require approval. API summary: Cancel a Single Timesheet Submission.
create_account_invitationChanges dataCreate a new account invitation. Search account invitations first to avoid duplicates. API summary: Creating a new Account Invitation.
create_account_rate_cards_activationChanges dataCreate a new account rate cards activation. Required: rate card set version id. API summary: Activate Rate Cards.
create_addressChanges dataCreate a new address. API summary: Creating a new Account Location.
create_allocations_matching_scheduled_hourChanges dataCreate a new allocations matching scheduled hour. API summary: Creating Allocations from Scheduled Hours for Resources.
create_assignmentChanges dataCreate a new assignment. API summary: Creating a new Assignment.
create_backup_approver_associationChanges dataCreate a new backup approver association. API summary: Creating a new Backup Approver Association.
create_billable_utilizationChanges dataCreate a new billable utilization. API summary: Creating a new Billable Utilization.
create_billing_milestoneChanges dataCreate a new billing milestone. API summary: Creating one or many Billing Milestones.
create_categoryChanges dataCreate a new category. API summary: Creating a new Expense Category.
create_client_invoice_defaultChanges dataCreate a new client invoice default. API summary: Creating Client Invoice Defaults.
create_companyChanges dataCreate a new company. API summary: Creating a new Organization.
create_cost_rateChanges dataCreate a new cost rate. API summary: Creating one or many Cost Rates.
create_custom_fieldChanges dataCreate a new custom field. API summary: Creating a new Custom Field.
create_custom_field_setChanges dataCreate a new custom field set. API summary: Creating a new Custom Field Set.
create_custom_field_valueChanges dataCreate a new custom field value. API summary: Creating a new Custom Field Value.
create_custom_task_statusChanges dataCreate a new custom task status. API summary: Creating a new Custom Task Status.
create_documentChanges dataCreate a new document. API summary: Creating a new Attachment.
create_estimate_scenarioChanges dataCreate a new estimate scenario. API summary: Creating a new Estimate Scenario.
create_estimate_scenario_resourceChanges dataCreate a new estimate scenario resource. API summary: Creating a new Estimate Scenario Resource.
create_exchange_tableChanges dataCreate a new exchange table. Required: name. API summary: Creating a new Exchange Table.
create_expenseChanges dataRecord an expense on a project: pass in `expense` the workspace_id, date, amount_in_cents, category (or expense_category_id) and optional notes, billable and reimbursable.
create_expense_budgetChanges dataCreate a new expense budget. API summary: Creating a new Expense Budgets.
create_expense_report_submissionChanges dataCreate a new expense report submission. API summary: Creating a new Expense Report Submission.
create_exportChanges dataCreate a new export. API summary: Generate a Data Export.
create_external_reference_or_updateChanges dataCreate a new external reference. API summary: Create or update an external reference.
create_holidayChanges dataCreate a new holiday. API summary: Creating a new Holiday.
create_holiday_calendarChanges dataCreate a new holiday calendar. API summary: Creating a new Holiday Calendar.
create_holiday_calendar_associationChanges dataCreate a new holiday calendar association. API summary: Creating a new Holiday Calendar Association.
create_insights_report_exportChanges dataCreate a new insights report export. API summary: Create a new Scheduled Report Export.
create_invoiceChanges dataCreate a new invoice. API summary: Creating a new Invoice.
create_line_item_lockChanges dataCreate a new line item lock. API summary: Creating a new Line Item Lock.
create_page_create_time_off_entryChanges dataCreate a new page. Search pages first to avoid duplicates. API summary: Creating one or many Time Off Entries.
create_participationChanges dataCreate a new participation. API summary: Creating a new Participation.
create_paymentChanges dataCreate a new payment. API summary: Creating a new External Payment.
create_postChanges dataPost a message to a project: pass `post.message` and `post.workspace_id`, optionally a `story_id` and `recipient_ids`. Recipients are notified.
create_projectChanges dataCreate a project: pass `workspace.title` and optional description, start_date, due_date, budget (price), currency and creator_role.
create_project_accounting_recordChanges dataCreate a new project accounting record. API summary: Creating a new Project Accounting Records.
create_project_snapshotChanges dataCreate a new project snapshot. API summary: Creating a Project Snapshot.
create_project_templateChanges dataCreate a new project template. API summary: Creating a new Project Template.
create_project_template_additional_tabChanges dataCreate a new project template additional tab. API summary: Creating a new Project Template Additional Tab.
create_project_template_assignmentChanges dataCreate a new project template assignment. API summary: Creating a new Project Template Assignment.
create_project_template_expense_budgetChanges dataCreate a new project template expense budget. API summary: Creating a new Project Template Expense Budget.
create_quoteChanges dataCreate a new quote. API summary: Creating a new Estimate.
create_rate_cardChanges dataCreate a new rate card. API summary: Creating a new Rate Card.
create_rate_card_roleDeletesCreate a new rate card role. Destructive action; may require approval. API summary: Creating a new Rate Card Role.
create_rate_card_setChanges dataCreate a new rate card set. API summary: Creating a new Rate Card Set.
create_rate_card_set_versionChanges dataCreate a new rate card set version. API summary: Creating a new Rate Card Set Version.
create_resource_requestChanges dataCreate a new resource request. API summary: Creating a new Resource Requests.
create_roleDeletesCreate a new role. Destructive action; may require approval. API summary: Creating a new Role.
create_skillChanges dataCreate a new skill. API summary: Creating a new Skill.
create_story_allocation_dayChanges dataCreate a new story allocation day. API summary: Creating a new Daily Scheduled Hours (Story Allocation Day).
create_story_followChanges dataCreate a new story follow. API summary: Following a story.
create_subscriptionChanges dataCreate a new subscription. Search subscriptions first to avoid duplicates. API summary: Creating a new Access Group Membership.
create_subscription_create_holiday_calendar_membershipChanges dataCreate a new subscription. Search subscriptions first to avoid duplicates. API summary: Creating a new Holiday Calendar Membership.
create_subscription_create_insights_access_group_membershipChanges dataCreate a new subscription. Search subscriptions first to avoid duplicates. API summary: Creating a new Insights Access Group Membership.
create_subscription_create_organization_membershipChanges dataCreate a new subscription. Search subscriptions first to avoid duplicates. API summary: Creating a new Organization Membership.
create_subscription_create_skill_membershipChanges dataCreate a new subscription. Search subscriptions first to avoid duplicates. API summary: Creating a new Skill Membership.
create_subscription_create_user_group_membershipsChanges dataCreate a new subscription. Search subscriptions first to avoid duplicates. API summary: Creating a new User Group Membership.
create_subscription_create_workweek_membershipChanges dataCreate a new subscription. Search subscriptions first to avoid duplicates. API summary: Creating a new Workweek Membership.
create_supplierChanges dataCreate a new supplier. API summary: Creating a new Vendor.
create_survey_answerChanges dataCreate a new survey answer. API summary: Creating a new Survey Answer.
create_survey_questionChanges dataCreate a new survey question. API summary: Creating a new Survey Question.
create_survey_responseChanges dataCreate a new survey response. API summary: Creating a new Survey Response.
create_survey_templateChanges dataCreate a new survey template. API summary: Creating a new Survey Template.
create_taskChanges dataCreate a task in a project: pass `story.title`, `story.workspace_id` and optional story_type (task, milestone, deliverable), description, start_date, due_date, assignee_ids and parent_id.
create_task_2Changes dataCreate a new task. API summary: Creating a new Story Task.
create_task_status_setChanges dataCreate a new task status set. API summary: Creating a new Task Status Set.
create_user_profile_photoChanges dataCreate a new profile photo for a user. API summary: Update Profile Photo.
create_workspace_allocationChanges dataCreate a new workspace allocation. API summary: Creating a new Workspace Allocation.
create_workspace_baselineChanges dataCreate a new workspace baseline. API summary: Creating a new Workspace Baseline.
create_workspace_groupChanges dataCreate a new workspace group. API summary: Creating a new Workspace Group.
create_workspace_inviteVisible to othersCreate a new invite for a workspace. Has effects visible outside this system. API summary: Creating a Workspace Invitation.
create_workspace_invoice_preferenceChanges dataCreate a new workspace invoice preference. API summary: Creating a new Workspace Invoice Preference.
create_workspace_resourceChanges dataCreate a new workspace resource. API summary: Creating a new Workspace Resource.
create_workspace_resource_allocations_matching_scheduled_hourChanges dataCreate a new allocations matching scheduled hour for a workspace resource. API summary: Creating Allocations from Scheduled Hours for Resources.
create_workspace_resource_skillChanges dataCreate a new workspace resource skill. API summary: Creating a new Workspace Resource Skill.
create_workspace_status_changeChanges dataCreate a new workspace status change. API summary: Creating a new Workspace Status Change.
create_workweekChanges dataCreate a new workweek. API summary: Creating a new Workweek.
delete_account_invitationDeletesPermanently delete a account invitation by account invitation id. Destructive action; may require approval. API summary: Deleting an existing Account Invitation.
delete_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Deleting an existing Account Location.
delete_assignmentDeletesPermanently delete a assignment by assignment id. Destructive action; may require approval. API summary: Deleting an existing Assignment.
delete_backup_approver_associationDeletesPermanently delete a backup approver association by backup approver association id. Destructive action; may require approval. API summary: Deleting an existing Backup Approver Association.
delete_billable_utilizationDeletesPermanently delete a billable utilization by billable utilization id. Destructive action; may require approval. API summary: Deleting an existing Billable Utilization.
delete_billing_milestoneDeletesPermanently delete a billing milestone by billing milestone id. Destructive action; may require approval. API summary: Deleting an existing Billing Milestones.
delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Deleting an existing Expense Category.
delete_client_invoice_defaultDeletesPermanently delete a client invoice default by client invoice default id. Destructive action; may require approval. API summary: Deleting Client Invoice Defaults by ID.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Deleting an existing Organization.
delete_cost_rateDeletesPermanently delete a cost rate by cost rate id. Destructive action; may require approval. API summary: Deleting an existing Cost Rate.
delete_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Deleting an existing Custom Field.
delete_custom_field_setDeletesPermanently delete a custom field set by custom field set id. Destructive action; may require approval. API summary: Deleting an existing Custom Field Set.
delete_custom_field_valueDeletesPermanently delete a custom field value by custom field value id. Destructive action; may require approval. API summary: Deleting an existing Custom Field Value.
delete_custom_field_valuesMoves moneyPermanently delete a custom field value. Financial or irreversible action; may require approval. API summary: Delete multiple custom field values.
delete_custom_task_statusDeletesPermanently delete a custom task status by custom task status id. Destructive action; may require approval. API summary: Deleting an existing Custom Task Status.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deleting an existing Attachment.
delete_estimate_scenarioDeletesPermanently delete a estimate scenario by estimate scenario id. Destructive action; may require approval. API summary: Deleting an existing Estimate Scenario.
delete_estimate_scenario_resourceDeletesPermanently delete a estimate scenario resource by estimate scenario resource id. Destructive action; may require approval. API summary: Deleting an existing Estimate Scenario Resource.
delete_expenseDeletesPermanently delete a expense by expense id. Destructive action; may require approval. API summary: Deleting an existing Expense.
delete_expense_budgetDeletesPermanently delete a expense budget by expense budget id. Destructive action; may require approval. API summary: Deleting an existing Expense Budgets.
delete_expensesMoves moneyPermanently delete a expense. Financial or irreversible action; may require approval. API summary: Delete multiple expenses.
delete_external_referenceDeletesPermanently delete a external reference by external reference id. Destructive action; may require approval. API summary: Deleting an existing External Reference.
delete_holidayDeletesPermanently delete a holiday by holiday id. Destructive action; may require approval. API summary: Deleting an existing Holiday.
delete_holiday_calendarDeletesPermanently delete a holiday calendar by holiday calendar id. Destructive action; may require approval. API summary: Deleting an existing Holiday Calendar.
delete_holiday_calendar_associationDeletesPermanently delete a holiday calendar association by holiday calendar association id. Destructive action; may require approval. API summary: Deleting an existing Holiday Calendar Association.
delete_insights_report_exportDeletesPermanently delete a insights report export by insights report export id. Destructive action; may require approval. API summary: Delete an existing Scheduled Report Export.
delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Deleting an existing Invoice.
delete_multiple_time_off_entriesMoves moneyPermanently delete a page. Financial or irreversible action; may require approval. API summary: Delete multiple time off entries.
delete_pageDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Deleting an existing Post.
delete_page_delete_time_off_entryDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Deleting an existing Time Off Entry.
delete_pagesMoves moneyPermanently delete a page. Financial or irreversible action; may require approval. API summary: Delete multiple time entries.
delete_participationDeletesPermanently delete a participation by participation id. Destructive action; may require approval. API summary: Deleting an existing Participation.
delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Deleting an existing External Payment.
delete_project_templateDeletesPermanently delete a project template by project template id. Destructive action; may require approval. API summary: Deleting an existing Project Template.
delete_project_template_additional_tabDeletesPermanently delete a project template additional tab by project template additional tab id. Destructive action; may require approval. API summary: Deleting an existing Project Template Additional Tab.
delete_project_template_assignmentDeletesPermanently delete a project template assignment by project template assignment id. Destructive action; may require approval. API summary: Deleting an existing Project Template Assignment.
delete_project_template_expense_budgetDeletesPermanently delete a project template expense budget by project template expense budget id. Destructive action; may require approval. API summary: Deleting an existing Project Template Expense Budget.
delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Deleting an existing Estimate.
delete_rate_cardDeletesPermanently delete a rate card by rate card id. Destructive action; may require approval. API summary: Deleting an existing Rate Card.
delete_rate_card_roleDeletesPermanently delete a rate card role by rate card role id. Destructive action; may require approval. API summary: Deleting an existing Rate Card Role.
delete_rate_card_setDeletesPermanently delete a rate card set by rate card set id. Destructive action; may require approval. API summary: Deleting an existing Rate Card Set.
delete_rate_card_set_versionDeletesPermanently delete a rate card set version by rate card set version id. Destructive action; may require approval. API summary: Deleting an existing Rate Card Set Version.
delete_rate_card_set_version_rate_card_table_rowDeletesPermanently delete a rate card table row by role id. Destructive action; may require approval.
delete_roleDeletesPermanently delete a role by role id. Destructive action; may require approval. API summary: Deleting an existing Role.
delete_skillDeletesPermanently delete a skill by skill id. Destructive action; may require approval. API summary: Deleting an existing Skill.
delete_status_reportDeletesPermanently delete a status report by status report id. Destructive action; may require approval. API summary: Deleting an existing Status Report.
delete_storyDeletesPermanently delete a story by story id. Destructive action; may require approval. API summary: Deleting an existing Story.
delete_story_allocation_dayDeletesPermanently delete a story allocation day by story allocation day id. Destructive action; may require approval. API summary: Deleting an existing Daily Scheduled Hours (Story Allocation Day).
delete_story_allocation_daysMoves moneyPermanently delete a story allocation day. Financial or irreversible action; may require approval. API summary: Delete multiple Daily Scheduled Hours (Story Allocation Days).
delete_story_followDeletesPermanently delete a story follow by story follow id. Destructive action; may require approval. API summary: Unfollowing a story.
delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Deleting an existing Access Group Membership.
delete_subscription_delete_holiday_calendar_membershipDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Deleting an existing Holiday Calendar Membership.
delete_subscription_delete_insights_access_group_membershipDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Deleting an existing Insights Access Group Membership.
delete_subscription_delete_organization_membershipDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Deleting an existing Organization Membership.
delete_subscription_delete_skill_membershipDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Deleting an existing Skill Membership.
delete_subscription_delete_user_group_membershipDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Deleting an existing User Group Membership.
delete_subscription_delete_workweek_membershipDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Deleting an existing Workweek Membership.
delete_supplierDeletesPermanently delete a supplier by supplier id. Destructive action; may require approval. API summary: Deleting an existing Vendor.
delete_survey_answerDeletesPermanently delete a survey answer by survey answer id. Destructive action; may require approval. API summary: Deleting an existing Survey Answer.
delete_survey_questionDeletesPermanently delete a survey question by survey question id. Destructive action; may require approval. API summary: Deleting an existing Survey Question.
delete_survey_responseDeletesPermanently delete a survey response by survey response id. Destructive action; may require approval. API summary: Deleting an existing Survey Response.
delete_survey_templateDeletesPermanently delete a survey template by survey template id. Destructive action; may require approval. API summary: Deleting an existing Survey Template.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Deleting an existing Story Task.
delete_task_status_setDeletesPermanently delete a task status set by task status set id. Destructive action; may require approval. API summary: Deleting an existing Task Status Set.
delete_time_entryDeletesPermanently delete a time entry by its ID (passed as `page_id`). This cannot be undone.
delete_user_profile_photosMoves moneyPermanently delete a profile photo by user id. Financial or irreversible action; may require approval. API summary: Reset Profile Photo.
delete_workspaceDeletesPermanently delete a workspace by workspace id. Destructive action; may require approval. API summary: Deleting an existing Workspace.
delete_workspace_allocationDeletesPermanently delete a workspace allocation by workspace allocation id. Destructive action; may require approval. API summary: Deleting an existing Workspace Allocation.
delete_workspace_baselineDeletesPermanently delete a workspace baseline by workspace baseline id. Destructive action; may require approval. API summary: Deleting an existing Workspace Baseline.
delete_workspace_groupDeletesPermanently delete a workspace group by workspace group id. Destructive action; may require approval. API summary: Deleting an existing Workspace Group.
delete_workspace_resourceDeletesPermanently delete a workspace resource by workspace resource id. Destructive action; may require approval. API summary: Deleting an existing Workspace Resource.
delete_workspace_resource_skillDeletesPermanently delete a workspace resource skill by workspace resource skill id. Destructive action; may require approval. API summary: Deleting an existing Workspace Resource Skill.
delete_workweekDeletesPermanently delete a workweek by workweek id. Destructive action; may require approval. API summary: Deleting an existing Workweek.
download_export_urlDownload the document for a export. API summary: Download a Data Export.
export_project_accounting_records_to_csvExport project accounting records. API summary: Exporting Project Account Records in a CSV.
fetch_estimate_scenario_resource_recommendationsList estimate scenario resources. Optional filters: id. API summary: Fetch Estimate Scenario Resource Recommendations.
get_account_invitationGet one account invitation by account invitation id. API summary: Fetching a single Account Invitation.
get_assignmentGet one assignment by assignment id. API summary: Fetching a single Assignment.
get_backup_approver_associationGet one backup approver association by backup approver association id. API summary: Fetching a single Backup Approver Association.
get_billable_utilizationGet one billable utilization by billable utilization id. API summary: Fetching a single Billable Utilization.
get_billing_milestoneGet one billing milestone by billing milestone id. API summary: Fetching a single Billing Milestone.
get_client_invoice_defaultGet one client invoice default by client invoice default id. API summary: Fetching Client Invoice Defaults by ID.
get_companyGet one company by company id. API summary: Fetching a single Organization.
get_current_userGet the Kantata OX user you are connected as.
get_custom_field_setGet one custom field set by custom field set id. API summary: Fetching a single Custom Field Set.
get_custom_field_valueGet one custom field value by custom field value id. API summary: Fetching a single Custom Field Value.
get_custom_task_statusGet one custom task status by custom task status id. API summary: Fetching a single Custom Task Status.
get_estimate_scenarioGet one estimate scenario by estimate scenario id. API summary: Fetching a single Estimate Scenario.
get_estimate_scenario_resourceGet one estimate scenario resource by estimate scenario resource id. API summary: Fetching a single Estimate Scenario Resource.
get_exchange_tableGet one exchange table by exchange table id. API summary: Fetching a single Exchange Table.
get_expenseGet one expense by `expense_id`.
get_expense_budgetGet one expense budget by expense budget id. API summary: Fetching a single Expense Budgets.
get_expense_report_submissionGet one expense report submission by expense report submission id. API summary: Fetching a single Expense Report Submission.
get_exportGet one export by export id. API summary: Get a single Data Export.
get_holidayGet one holiday by holiday id. API summary: Fetching a single Holiday.
get_holiday_calendarGet one holiday calendar by holiday calendar id. API summary: Fetching a single Holiday Calendar.
get_holiday_calendar_associationGet one holiday calendar association by holiday calendar association id. API summary: Fetching a single Holiday Calendar Association.
get_insights_report_exportGet one insights report export by insights report export id. API summary: Get Scheduled Report Export.
get_invoiceGet one invoice by `invoice_id`, with amounts, dates and status.
get_line_item_lockGet one line item lock by line item lock id. API summary: Fetching a single Line Item Lock.
get_pageGet one page by page id. API summary: Fetching a single Post.
get_participationGet one participation by participation id. API summary: Fetching a single Participation.
get_paymentGet one payment by payment id. API summary: Fetching a single External Payment.
get_projectGet one project (workspace) by `workspace_id`, with dates, budget, status and team.
get_project_accounting_recordGet one project accounting record by project accounting record id. API summary: Fetching a single Project Accounting Records.
get_project_templateGet one project template by project template id. API summary: Fetching a single Project Template.
get_project_template_assignmentGet one project template assignment by project template assignment id. API summary: Fetching a single Project Template Assignment.
get_project_template_expense_budgetGet one project template expense budget by project template expense budget id. API summary: Fetching a single Project Template Expense Budget.
get_quoteGet one quote by quote id. API summary: Fetching a single Estimate.
get_rate_cardGet one rate card by rate card id. API summary: Fetching a single Rate Card.
get_rate_card_roleGet one rate card role by rate card role id. API summary: Fetching a single Rate Card Role.
get_rate_card_setGet one rate card set by rate card set id. API summary: Fetching a single Rate Card Set.
get_rate_card_set_versionGet one rate card set version by rate card set version id. API summary: Fetching a single Rate Card Set Version.
get_rate_card_versionGet one rate card version by rate card version id. API summary: Fetching a single Rate Card Version.
get_report_statusGet the current status of a report. Results are paginated. API summary: Fetching a list of Status Reports.
get_report_status_statusChanges dataGet the current status of a report. API summary: Creating a new Status Report.
get_resource_requestGet one resource request by resource request id. API summary: Fetching a single Resource Requests.
get_roleGet one role by role id. API summary: Fetching a single Role.
get_skillGet one skill by skill id. API summary: Fetching a single Skill.
get_status_reportGet one status report by status report id. API summary: Fetching a single Status Report.
get_story_allocation_dayGet one story allocation day by story allocation day id. API summary: Fetching a single Daily Scheduled Hours (Story Allocation Day).
get_story_dependencyGet one story dependency by story dependency id. API summary: Fetching a single Story Dependency.
get_story_followGet one story follow by story follow id. API summary: Retrieving a single Story Follow.
get_story_state_changeGet one story state change by story state change id. API summary: Fetching a single Story State Change.
get_subscriptionGet one subscription by subscription id. API summary: Fetching a single Access Group Membership.
get_subscription_get_account_membershipGet one subscription by subscription id. API summary: Fetching a single Account Membership.
get_subscription_get_holiday_calendar_membershipGet one subscription by subscription id. API summary: Fetching a single Holiday Calendar Membership.
get_subscription_get_insights_access_group_membershipGet one subscription by subscription id. API summary: Fetching a single Insights Access Group Membership.
get_subscription_get_organization_membershipGet one subscription by subscription id. API summary: Fetching a single Organization Membership.
get_subscription_get_skill_membershipGet one subscription by subscription id. API summary: Fetching a single Skill Membership.
get_subscription_get_workweek_membershipGet one subscription by subscription id. API summary: Fetching a single Workweek Membership.
get_taskGet one task (story) by `story_id`.
get_task_2Get one task by task id. API summary: Fetching a single Story Task.
get_task_status_setGet one task status set by task status set id. API summary: Fetching a single Task Status Set.
get_time_entryGet one time entry by its ID (passed as `page_id`).
get_timesheet_submissionGet one timesheet submission by timesheet submission id. API summary: Fetching a single Timesheet Submission.
get_userGet one user by `user_id`.
get_workspace_allocationGet one workspace allocation by workspace allocation id. API summary: Fetching a single Workspace Allocation.
get_workspace_baselineGet one workspace baseline by workspace baseline id. API summary: Fetching a single Workspace Baseline.
get_workspace_groupGet one workspace group by workspace group id. API summary: Fetching a single Workspace Group.
get_workspace_invoice_preferenceGet one workspace invoice preference by workspace invoice preference id. API summary: Fetching a single Workspace Invoice Preference.
get_workspace_resourceGet one workspace resource by workspace resource id. API summary: Fetching a single Workspace Resource.
get_workspace_resource_skillGet one workspace resource skill by workspace resource skill id. API summary: Fetching a single Workspace Resource Skill.
get_workspace_status_changeGet one workspace status change by workspace status change id. API summary: Fetching a single Workspace Status Change.
get_workweekGet one workweek by workweek id. API summary: Fetching a single Workweek.
list_account_colorsList account colors. Optional filters: enabled only, matching or only. Results are paginated. API summary: Fetching a list of Account Colors.
list_account_rate_cards_activationsList account rate cards activations. API summary: Check Rate Cards Activation Status.
list_addressesList addresses. Optional filters: archived, only, order or workspace id. Results are paginated. API summary: Fetching a list of Account Locations.
list_assignmentsList assignments. Optional filters: assignee id, created after, created before, current, external reference external message or external reference external status. Results are paginated. API summary: Fetching a list of Assignments.
list_available_datasetsList available datasets. API summary: Get Data Set Schema.
list_backup_approver_associationsList backup approver associations. Optional filters: only. Results are paginated. API summary: Fetching a list of Backup Approver Associations.
list_billable_utilizationsList billable utilizations. Optional filters: created after, created before, only, updated after or updated before. Results are paginated. API summary: Fetching a list of Billable Utilizations.
list_billing_milestonesList billing milestones. Optional filters: date between, external reference external message, external reference external status, external reference service model, external reference service model ref or external reference service model refs. Results are paginated. API summary: Fetching a list of Billing Milestones.
list_categories_get_skill_categoriesList categories. Optional filters: matching, only or order. Results are paginated. API summary: Fetching a list of Skill Categories.
list_client_invoice_defaultsList client invoice defaults. Optional filters: client user id, only or workspace id. Results are paginated. API summary: Fetching a list of Client Invoice Defaults.
list_companiesList companies. Optional filters: created after, created before, for current user, matching, only or order. Results are paginated. API summary: Fetching a list of Organizations.
list_cost_ratesList cost rates. Optional filters: created after, created before, only, order, updated after or updated before. Results are paginated. API summary: Get Cost Rates.
list_currenciesList currencies. Optional filters: addable to rate card set version or matching. API summary: Get a list of currencies.
list_custom_brandingsList custom brandings. Optional filters: only. Results are paginated. API summary: Fetch Custom Branding Settings.
list_custom_field_choicesList custom field choices. Optional filters: active, created after, created before, external reference external message, external reference external status or external reference service model. Results are paginated. API summary: Fetching a list of Custom Field Choices.
list_custom_field_setsList custom field sets. Optional filters: created after, created before, external reference external message, external reference external status, external reference service model or external reference service model ref. Results are paginated. API summary: Fetching a list of Custom Field Sets.
list_custom_field_valuesList custom field values. Optional filters: subject type, created after, created before, external reference external message, external reference external status or external reference service model. Results are paginated. API summary: Fetching a list of Custom Field Values.
list_custom_fieldsList custom fields. Optional filters: created after, created before, external reference external message, external reference external status, external reference service model or external reference service model ref. Results are paginated. API summary: Fetching a list of Custom Fields.
list_custom_task_statusesList custom task statuses. Optional filters: only. Results are paginated. API summary: Fetching a list of Custom Task Statuses.
list_dynamicsList dynamics. Optional filters: matching, only, order or standard. Results are paginated. API summary: Get Insights Dynamic Dashboards.
list_estimate_scenario_resourcesList estimate scenario resources. Optional filters: estimate scenario id, created after, created before, external reference external message, external reference external status or external reference service model. Results are paginated. API summary: Fetching a list of Estimate Scenario Resources.
list_estimate_scenariosList estimate scenarios. Optional filters: created after, created before, external reference external message, external reference external status, external reference service model or external reference service model ref. Results are paginated. API summary: Fetching a list of Estimate Scenarios.
list_event_typesList event types. API summary: Fetching a list of Subscribed Event Types.
list_exchange_table_ratesList rates for a exchange table. Optional filters: date, source currency or target currency. Results are paginated. API summary: Fetching a list of Exchange Rates.
list_exchange_tablesList exchange tables. API summary: Fetching a list of Exchange Tables.
list_expense_budgetsList expense budgets. Optional filters: created after, created before, external reference external message, external reference external status, external reference service model or external reference service model ref. Results are paginated. API summary: Fetching a list of Expense Budgets.
list_expense_categoriesList expense categories. Use this to pick a category for an expense.
list_expense_report_submissionsList expense report submissions. Optional filters: active, all on account, created after, created before, external reference external message or external reference external status. Results are paginated. API summary: Fetching a list of Expense Report Submissions.
list_expensesList expenses, filtered by `workspace_id`, `mine`, `approved`, `submitted`, `invoiced` or dates.
list_exportsList exports. Optional filters: only. Results are paginated. API summary: Get a list of Data Exports.
list_external_referencesList external references. Optional filters: subject type, created after, created before, external message, external status or last synced after. Results are paginated. API summary: Fetches all external references on a user's account.
list_holiday_calendar_associationsList holiday calendar associations. Optional filters: by holiday calendar id, by holiday name or only. Results are paginated. API summary: Fetching a list of Holiday Calendar Associations.
list_holiday_calendarsList holiday calendars. Optional filters: matching, only or order. Results are paginated. API summary: Fetching a list of Holiday Calendars.
list_holidaysList holidays. Optional filters: matching, not on calendars, only, optional fields or order. Results are paginated. API summary: Fetching a list of Holidays.
list_insights_report_exportsList insights report exports. API summary: Get Scheduled Report Exports.
list_insights_reportsList insights reports. Optional filters: title. API summary: Get Insights Reports.
list_invoicesList invoices, filtered by `workspace_id`, `paid`, `pending`, `within_dates` or `user_invoice_number`.
list_latestsList latests. API summary: Get Latest Export.
list_line_item_locksList line item locks. Optional filters: only. Results are paginated. API summary: Fetching a list of Line Item Locks.
list_next_invoice_numbersList next invoice numbers. API summary: Retrieve the next available invoice number.
list_pages_get_time_off_entriesList pages. Optional filters: created after, created before, end date, external reference external message, external reference external status or external reference service model. Results are paginated. API summary: Fetching a list of Time Off Entries.
list_paymentsList payments. Optional filters: created after, created before, invoice id, only, order or updated after. Results are paginated. API summary: Fetching a list of External Payments.
list_postsList activity posts (project messages), filtered by `workspace_id`, `story_id` or `search`.
list_project_accounting_recordsList project accounting records. Optional filters: created at, end date, external reference external message, external reference external status, external reference service model or external reference service model ref. Results are paginated. API summary: Fetching a list of Project Accounting Records.
list_project_membersList the people on a project by `workspace_id`.
list_project_snapshotsList project snapshots. Optional filters: by title, is baseline, only, order or workspace id. Results are paginated. API summary: Fetching a list of Project Snapshots.
list_project_template_additional_tabsList project template additional tabs. Optional filters: only, order or project template id. Results are paginated. API summary: Fetching a list of Project Template Additional Tabs.
list_project_template_assignmentsList project template assignments. Optional filters: only, optional fields, order or project template id. Results are paginated. API summary: Fetching a list of Project Template Assignments.
list_project_template_expense_budgetsList project template expense budgets. Optional filters: created after, created before, only, order, project template id or updated after. Results are paginated. API summary: Fetching a list of Project Template Expense Budgets.
list_project_templatesList project templates. Optional filters: by title, matching, mine, only, optional fields or order. Results are paginated. API summary: Fetching a list of Project Templates.
list_projectsList projects (workspaces), filtered by `search`, `stage`, `archived`, due dates and more. Use this to find a project ID.
list_quotesList quotes. Optional filters: by custom choice value, by custom currency value, by custom date value, by custom number value, by custom text value or created after. Results are paginated. API summary: Fetching a list of Estimates.
list_rate_card_rolesList rate card roles. Optional filters: created after, created before, only, order, rate card version id or updated after. Results are paginated. API summary: Fetching a list of Rate Card Roles.
list_rate_card_set_version_rate_card_table_rowsList rate card table rows for a rate card set version. API summary: Fetch Rate Card Table Rows.
list_rate_card_set_versionsList rate card set versions. Optional filters: created after, created before, effective on date, only, order or rate card set id. Results are paginated. API summary: Fetching a list of Rate Card Set Versions.
list_rate_card_setsList rate card sets. Optional filters: active, created after, created before, has active currency, has currency or matching. Results are paginated. API summary: Fetching a list of Rate Card Sets.
list_rate_card_versionsList rate card versions. Optional filters: created after, created before, effective on date, only, order or rate card id. Results are paginated. API summary: Fetching a list of Rate Card Versions.
list_rate_cardsList rate cards. Optional filters: active, created after, created before, currencies, external reference external message or external reference external status. Results are paginated. API summary: Fetching a list of Rate Cards.
list_resource_requestsList resource requests. Optional filters: created after, created before, only, pending requests only, requests for approver or updated after. Results are paginated. API summary: Fetching a list of Resource Requests.
list_revenue_recognition_methodsList revenue recognition methods. Optional filters: active or only. API summary: Fetching a list of Revenue Recognition Methods.
list_rolesList roles. Optional filters: created after, created before, external reference external message, external reference external status, external reference service model or external reference service model ref. Results are paginated. API summary: Fetching a list of Roles.
list_skillsList skills. Optional filters: created after, created before, except, external reference external message, external reference external status or external reference service model. Results are paginated. API summary: Fetching a list of Skills.
list_story_allocation_daysList story allocation days. Optional filters: assignee id, assignment id, created after, created before, current or date between. Results are paginated. API summary: Fetching a list of Daily Scheduled Hours (Story Allocation Days).
list_story_dependenciesList story dependencies. Optional filters: created after, created before, only, order, show archived or show deleted. Results are paginated. API summary: Fetching a list of Story Dependencies.
list_story_followsList story follows. API summary: Fetching a list of Story Follows.
list_story_state_changesList story state changes. Optional filters: created after, created before, only, order, updated after or updated before. Results are paginated. API summary: Fetching a list of Story State Changes.
list_subscribed_eventsList subscribed events. Optional filters: created after, created before, event types, most recent, most recent by event type or only. Results are paginated. API summary: Fetching a list of Subscribed Events.
list_subscriptionsList subscriptions. Optional filters: access group id, only or user id. Results are paginated. API summary: Fetching a list of Access Group Memberships.
list_subscriptions_get_holiday_calendar_membershipsList subscriptions. Optional filters: by holiday calendar id, by user id, created after, created before, only or order. Results are paginated. API summary: Fetching a list of Holiday Calendar Memberships.
list_subscriptions_get_insights_access_group_membershipsList subscriptions. Optional filters: by access group id, by user name, only, optional fields, order or user ids. Results are paginated. API summary: Fetching a list of Insights Access Group Memberships.
list_subscriptions_get_organization_membershipsList subscriptions. Optional filters: created after, created before, department id, geography id, member id or member type. Results are paginated. API summary: Fetching a list of Organization Memberships.
list_subscriptions_get_skill_membershipsList subscriptions. Optional filters: active account members only, by skill id, by skill ids, by skill name, by user name or created after. Results are paginated. API summary: Fetching a list of Skill Memberships.
list_subscriptions_get_user_group_membershipsList subscriptions. Optional filters: group ids, only, order or user ids. Results are paginated. API summary: Fetching a list of User Group Memberships.
list_subscriptions_get_workweek_membershipsList subscriptions. Optional filters: created after, created before, effective date, only, order or participants for workspace id. Results are paginated. API summary: Fetching a list of Workweek Memberships.
list_suppliersList suppliers. Optional filters: archived, external reference external message, external reference external status, external reference service model, external reference service model ref or external reference service model refs. Results are paginated. API summary: Fetching a list of Vendors.
list_survey_answersList survey answers. Optional filters: external reference external message, external reference external status, external reference service model, external reference service model ref, external reference service model refs or external reference service name. Results are paginated. API summary: Fetching a list of Survey Answers.
list_survey_questionsList survey questions. Optional filters: external reference external message, external reference external status, external reference service model, external reference service model ref, external reference service model refs or external reference service name. Results are paginated. API summary: Fetching a list of Survey Questions.
list_survey_responsesList survey responses. Optional filters: created after, created before, external reference external message, external reference external status, external reference service model or external reference service model ref. Results are paginated. API summary: Fetching a list of Survey Responses.
list_survey_templatesList survey templates. Optional filters: created after, created before, external reference external message, external reference external status, external reference service model or external reference service model ref. Results are paginated. API summary: Fetching a list of Survey Templates.
list_task_status_setsList task status sets. Optional filters: only. Results are paginated. API summary: Fetching a list of Task Status Sets.
list_tasksList tasks, milestones and deliverables (stories), filtered by `workspace_id`, `search`, `by_status`, due dates, `uncompleted` and more.
list_tasks_2List tasks. Optional filters: created after, created before, only, order, show archived or show deleted. Results are paginated. API summary: Fetching a list of Story Tasks.
list_time_entriesList time entries, filtered by `workspace_id`, `with_user_ids`, date range, `approved`, `billable` or `invoiced`.
list_timesheet_submissionsList timesheet submissions, filtered by `workspace_id`, `user_ids`, `statuses` or dates.
list_user_capacitiesList capacities for a user. Optional filters: end date, start date or include time off entries. API summary: Fetch My Work Capacity.
list_user_file_associationsList user file associations. Optional filters: filename, only, order or workspace id. Results are paginated. API summary: Fetching a list of User File Associations.
list_usersList users, e.g. by name with `by_full_name` or `search`, or only those on your account with `on_my_account`. Use this to find a user ID.
list_workspace_allocationsList workspace allocations. Optional filters: created after, created before, external reference external message, external reference external status, external reference service model or external reference service model ref. Results are paginated. API summary: Fetching a list of Workspace Allocations.
list_workspace_baselinesList workspace baselines. Optional filters: only, order or workspace id. Results are paginated. API summary: Fetching a list of Workspace Baselines.
list_workspace_groupsList workspace groups. Optional filters: by custom choice value, by custom currency value, by custom date value, by custom number value, by custom text value or companies only. Results are paginated. API summary: Fetching a list of Workspace Groups.
list_workspace_permissionsList permissions for a workspace. API summary: Fetch permissions in a Workspace.
list_workspace_resource_skillsList workspace resource skills. Optional filters: by skill id, by skill ids, by skill name, only, order or workspace resource ids. Results are paginated. API summary: Fetching a list of Workspace Resource Skills.
list_workspace_resourcesList workspace resources. Optional filters: by custom choice value, by custom currency value, by custom date value, by custom number value, by custom text value or created after. Results are paginated. API summary: Fetching a list of Workspace Resources.
list_workspace_status_changesList workspace status changes. Optional filters: workspace id, created after, created before, only, order or updated after. Results are paginated. API summary: Fetching a list of Workspace Status Changes.
list_workweeksList workweeks. Optional filters: created after, created before, effective date, only, order or updated after. Results are paginated. API summary: Fetching a list of Workweeks.
log_timeChanges dataLog time on a project: pass in `time_entry` the workspace_id, date_performed (YYYY-MM-DD), time_in_minutes and optional story_id, notes and billable.
reject_expense_report_submissionVisible to othersReject a expense report submission (expense report submission id). Has effects visible outside this system. API summary: Reject an Expense Report Submission.
reject_timesheet_rejectionVisible to othersReject a timesheet rejection. Has effects visible outside this system. API summary: Reject Multiple Timesheet Submissions.
reject_timesheet_submissionVisible to othersReject a timesheet submission (timesheet submission id). Has effects visible outside this system. API summary: Reject a Single Timesheet Submission.
remove_a_user_from_an_accountDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Remove a user from an account.
restore_subscriptionChanges dataEnable a subscription (account membership id). API summary: Make a user active.
restore_workspace_with_approvalsChanges dataUnarchive a workspace (workspace id). API summary: Unarchive Workspace with Approvals.
search_account_invitationsSearch account invitations by by full name, only, only pending, order or search. Use this to find existing account invitations before creating a new account invitation. Results are paginated. API summary: Fetching a list of Account Invitations.
search_subscriptionsSearch subscriptions by by full name, by user id, can log in, created after, created before or only. Use this to find existing subscriptions before creating a new subscription. Results are paginated. API summary: Fetching a list of Account Memberships.
submit_account_invitationVisible to othersResend a account invitation (account invitation id). Has effects visible outside this system. API summary: Resend an account invitation.
submit_documentVisible to othersSync a document (attachment id). Has effects visible outside this system. API summary: Sync a created attachment.
submit_rate_card_set_versionVisible to othersPublish a rate card set version (rate card set version id). Has effects visible outside this system.
submit_timesheetChanges dataSubmit time entries for approval: pass in `timesheet_submission` the workspace_id, the `line_item_ids` (time entry IDs) and an optional title or comment.
submit_workspace_allocationDeletesSplit a workspace allocation. Destructive action; may require approval. API summary: Splitting an Allocation.
update_account_invitationChanges dataUpdate an existing account invitation identified by account invitation id. API summary: Updating an existing Account Invitation.
update_addressChanges dataUpdate an existing address identified by address id. API summary: Updating an existing Account Location.
update_assignmentChanges dataUpdate an existing assignment identified by assignment id. API summary: Updating an existing Assignment.
update_backup_approver_associationChanges dataUpdate an existing backup approver association identified by backup approver association id. API summary: Updating an existing Backup Approver Association.
update_billable_utilizationChanges dataUpdate an existing billable utilization identified by billable utilization id. API summary: Updating an existing Billable Utilization.
update_billing_milestoneChanges dataUpdate an existing billing milestone identified by billing milestone id. API summary: Updating an existing Billing Milestone.
update_bulk_updatesVisible to othersUpdate an existing bulk update. Has effects visible outside this system. API summary: Update task status set on multiple workspaces.
update_categoryChanges dataUpdate an existing category identified by category id. API summary: Updating an existing Expense Category.
update_client_invoice_defaultChanges dataUpdate an existing client invoice default identified by client invoice default id. API summary: Updating Client Invoice Defaults by ID.
update_companyChanges dataUpdate an existing company identified by company id. API summary: Updating an existing Organization.
update_cost_rateChanges dataUpdate an existing cost rate identified by cost rate id. API summary: Updating an existing Cost Rate.
update_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. API summary: Updating an existing Custom Field.
update_custom_field_setChanges dataUpdate an existing custom field set identified by custom field set id. API summary: Updating an existing Custom Field Set.
update_custom_field_valueChanges dataUpdate an existing custom field value identified by custom field value id. API summary: Updating an existing Custom Field Value.
update_custom_task_statusChanges dataUpdate an existing custom task status identified by custom task status id. API summary: Updating an existing Custom Task Status.
update_deletesVisible to othersUpdate an existing delete. Has effects visible outside this system. API summary: Soft Deleting a Project Accounting Record.
update_documentChanges dataUpdate an existing document identified by document id. API summary: Updating an existing Attachment.
update_estimate_scenarioChanges dataUpdate an existing estimate scenario identified by estimate scenario id. API summary: Updating an existing Estimate Scenario.
update_estimate_scenario_resourceChanges dataUpdate an existing estimate scenario resource identified by estimate scenario resource id. API summary: Updating an existing Estimate Scenario Resource.
update_estimate_scenario_resource_allocationChanges dataUpdate an existing estimate scenario resource allocation identified by estimate scenario resource allocation id. API summary: Updating an existing Estimate Scenario Resource Allocation.
update_exchange_tableChanges dataUpdate an existing exchange table identified by exchange table id. API summary: Updating an existing Exchange Table.
update_expenseChanges dataUpdate an expense by `expense_id`: pass changed fields in `expense`.
update_expense_budgetChanges dataUpdate an existing expense budget identified by expense budget id. API summary: Updating an existing Expense Budgets.
update_exportChanges dataUpdate an existing export identified by export id. API summary: Cancel a Data Export.
update_holidayChanges dataUpdate an existing holiday identified by holiday id. API summary: Updating an existing Holiday.
update_holiday_calendarChanges dataUpdate an existing holiday calendar identified by holiday calendar id. API summary: Updating an existing Holiday Calendar.
update_insights_report_exportChanges dataUpdate an existing insights report export identified by insights report export id. API summary: Update a Scheduled Report Export.
update_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: Updating an existing Invoice.
update_pageChanges dataUpdate an existing page identified by page id. API summary: Updating an existing Post.
update_page_update_time_off_entryChanges dataUpdate an existing page identified by page id. API summary: Updating an existing Time Off Entry.
update_participationChanges dataUpdate an existing participation identified by participation id. API summary: Updating an existing Participation.
update_projectChanges dataUpdate a project by `workspace_id`: pass changed fields in `workspace` (title, description, dates, status_key, budget, archived).
update_project_snapshotChanges dataUpdate an existing project snapshot identified by project snapshot id. API summary: Updating a Project Snapshot.
update_project_templateChanges dataUpdate an existing project template identified by project template id. API summary: Updating an existing Project Template.
update_project_template_assignmentChanges dataUpdate an existing project template assignment identified by project template assignment id. API summary: Updating an existing Project Template Assignment.
update_project_template_expense_budgetChanges dataUpdate an existing project template expense budget identified by project template expense budget id. API summary: Updating an existing Project Template Expense Budget.
update_quoteChanges dataUpdate an existing quote identified by quote id. API summary: Updating an existing Estimate.
update_rate_cardChanges dataUpdate an existing rate card identified by rate card id. API summary: Updating an existing Rate Card.
update_rate_card_roleDeletesUpdate an existing rate card role identified by rate card role id. Destructive action; may require approval. API summary: Updating an existing Rate Card Role.
update_rate_card_setChanges dataUpdate an existing rate card set identified by rate card set id. API summary: Updating an existing Rate Card Set.
update_rate_card_set_versionChanges dataUpdate an existing rate card set version identified by rate card set version id. API summary: Updating an existing Rate Card Set Version.
update_rate_card_set_version_rate_card_table_rowDeletesUpdate an existing rate card table row identified by role id. Destructive action; may require approval. API summary: Create or Update Rate Card Table Row.
update_rate_card_versionChanges dataUpdate an existing rate card version identified by rate card version id. API summary: Updating an existing Rate Card Version.
update_resource_requestChanges dataUpdate an existing resource request identified by resource request id. API summary: Updating an existing Resource Requests.
update_resource_request_approverChanges dataUpdate an existing resource request identified by resource request id. API summary: Update Resource Request Approver.
update_roleDeletesUpdate an existing role identified by role id. Destructive action; may require approval. API summary: Updating an existing Role.
update_skillChanges dataUpdate an existing skill identified by skill id. API summary: Updating an existing Skill.
update_standardize_to_defaultsVisible to othersUpdate an existing standardize to default. Has effects visible outside this system. API summary: Switch to default workweek.
update_status_reportChanges dataUpdate an existing status report identified by status report id. API summary: Updating an existing Status Report.
update_story_allocation_dayChanges dataUpdate an existing story allocation day identified by story allocation day id. API summary: Updating an existing Daily Scheduled Hours (Story Allocation Day).
update_subscriptionChanges dataUpdate an existing subscription identified by subscription id. API summary: Updating an existing Account Membership.
update_subscription_update_holiday_calendar_membershipChanges dataUpdate an existing subscription identified by subscription id. API summary: Updating an existing Holiday Calendar Membership.
update_subscription_update_insights_access_group_membershipChanges dataUpdate an existing subscription identified by subscription id. API summary: Updating an existing Insights Access Group Membership.
update_subscription_update_organization_membershipChanges dataUpdate an existing subscription identified by subscription id. API summary: Updating an existing Organization Membership.
update_subscription_update_skill_membershipChanges dataUpdate an existing subscription identified by subscription id. API summary: Updating an existing Skill Membership.
update_subscription_update_workweek_membershipChanges dataUpdate an existing subscription identified by subscription id. API summary: Updating an existing Workweek Membership.
update_supplierChanges dataUpdate an existing supplier identified by supplier id. API summary: Updating an existing Vendor.
update_survey_answerChanges dataUpdate an existing survey answer identified by survey answer id. API summary: Updating an existing Survey Answer.
update_survey_questionChanges dataUpdate an existing survey question identified by survey question id. API summary: Updating an existing Survey Question.
update_survey_responseChanges dataUpdate an existing survey response identified by survey response id. API summary: Updating an existing Survey Response.
update_survey_templateChanges dataUpdate an existing survey template identified by survey template id. API summary: Updating an existing Survey Template.
update_taskChanges dataUpdate a task by `story_id`: pass changed fields in `story`, e.g. state (not started, started, completed), due_date or assignee_ids.
update_task_2Changes dataUpdate an existing task identified by task id. API summary: Updating an existing Story Task.
update_task_status_setChanges dataUpdate an existing task status set identified by task status set id. API summary: Updating an existing Task Status Set.
update_task_status_set_account_defaultChanges dataUpdate an existing task status set identified by task status set id. API summary: Update Account Default Task Status Set.
update_time_entryChanges dataUpdate a time entry by its ID (passed as `page_id`): pass changed fields in `time_entry`, e.g. time_in_minutes or notes.
update_userChanges dataUpdate an existing user identified by user id. API summary: Updating an existing User.
update_workspace_allocationChanges dataUpdate an existing workspace allocation identified by workspace allocation id. API summary: Updating an existing Workspace Allocation.
update_workspace_apply_templatesVisible to othersUpdate an existing apply template identified by workspace id. Has effects visible outside this system. API summary: Apply a Project Template to an existing Workspace.
update_workspace_baselineChanges dataUpdate an existing workspace baseline identified by workspace baseline id. API summary: Updating an existing Workspace Baseline.
update_workspace_groupChanges dataUpdate an existing workspace group identified by workspace group id. API summary: Updating an existing Workspace Group.
update_workspace_invoice_preferenceChanges dataUpdate an existing workspace invoice preference identified by workspace invoice preference id. API summary: Updating an existing Workspace Invoice Preference.
update_workspace_resourceChanges dataUpdate an existing workspace resource identified by workspace resource id. API summary: Updating an existing Workspace Resource.
update_workspace_resource_skillChanges dataUpdate an existing workspace resource skill identified by workspace resource skill id. API summary: Updating an existing Workspace Resource Skill.
update_workspace_toggle_expense_approvalsVisible to othersUpdate an existing toggle expense approval identified by workspace id. Has effects visible outside this system. API summary: Update expense approval setting.
update_workspace_toggle_time_approvalsVisible to othersUpdate an existing toggle time approval identified by workspace id. Has effects visible outside this system. API summary: Update time approval setting.
update_workweekChanges dataUpdate an existing workweek identified by workweek id. API summary: Updating an existing Workweek.
upload_rateChanges dataUpload a rate (exchange table id). API summary: Import Exchange Rates.

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1
Pick the app
Create a free HeyMyApps account and choose Kantata OX from the app list.
2
Paste your key
Paste an OAuth access token from Kantata OX. You need a paid Kantata OX account and admin rights. As an account administrator open the application management page (app.mavenlink.com/oauth/applications) and register an application with any name and the callback URL https://heymyapps.com/oauth/callback. On the application's page, generate an OAuth token for yourself and paste it here.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Kantata OX?

The AI can read and update projects, tasks, time entries and expenses, create projects, tasks and expenses, log time, delete time entries and submit timesheets. It can read project members, users, activity posts, timesheet submissions, expense categories and invoices, and post messages to a project.

Does the AI see my Kantata OX credentials?

No. Your Kantata OX access token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Deleting a time entry is permanent, submitting a timesheet sends it for approval, and posts notify their recipients, so these tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Kantata OX account; the API needs a paid Kantata OX account.

Does the Kantata OX token expire?

No. Kantata OX tokens do not expire, so you paste it once. The AI acts as the user the token belongs to, and the get_current_user tool shows who that is.