Connect Claude & ChatGPT to Projectworks

121 tools for Projectworks

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• create_billing_contactChanges dataAdd a billing contact to a client (`client_id`) with name, email, phone and address.
• create_clientChanges dataCreate a client with `client_name`, `office_id` (see list_offices) and `account_manager_id` (a user ID), plus optional address, currency and finance details.
• create_expense_claimChanges dataCreate a new expense claim. Required: user id, project id, module id, expense claim type id, is reimbursable or is processed. API summary: Create expense claim.
• create_leave_requestChanges dataCreate a leave request for `user_id` with a `status_id` (see list_leave_statuses) and `days`, each with a date, hours and leave type ID (see list_leave_types).
• create_moduleChanges dataCreate a new module. Required: project id or module name. Search modules first to avoid duplicates. API summary: Create Module.
• create_projectChanges dataCreate a new project. Required: project name, office id, client id, project type id, project status id or currency id. Search projects first to avoid duplicates. API summary: Create Project.
• create_setChanges dataCreate a new set. Required: entity id, entity type id or field id. API summary: Set custom field data.
• create_taskChanges dataCreate a task in a module (`module_id`) with `task_name`, and optional start and end dates, fee, rate and billable settings.
• create_time_entryChanges dataLog time: pass `user_id`, `task_id`, `date` and `minutes`, with an optional `comment`.
• create_timesheet_unsubmitChanges dataCreate a new unsubmit for a timesheet. API summary: Unsubmits the timesheet for the user.
• create_userChanges dataCreate a new user. Required: email, first name or last name. Search users first to avoid duplicates. API summary: Create User.
• create_user_or_update_taskChanges dataCreate a new user. Search users first to avoid duplicates. API summary: Create or update a Task.
• delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete Billing Contact.
• delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Delete Client.
• delete_expense_claimDeletesPermanently delete a expense claim by expense claim id. Destructive action; may require approval. API summary: Delete expense claim.
• delete_leafDeletesPermanently delete a leaf by leave id. Destructive action; may require approval. API summary: Delete leave.
• delete_moduleDeletesPermanently delete a module by module id. Destructive action; may require approval. API summary: Delete Module.
• delete_placeholder_taskDeletesPermanently delete a task by task id 2. Destructive action; may require approval. API summary: Delete Placeholder Task.
• delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete Project.
• delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete Task.
• delete_task_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete User Task.
• delete_time_entryMoves moneyDelete one time entry by `id`. This cannot be undone.
• delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete User.
• delete_user_journal_entriesMoves moneyPermanently delete a journal entry by user id. Financial or irreversible action; may require approval. API summary: Delete User Posting.
• delete_usersMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete User's UserRoles.
• get_billing_contactsSearch contacts by billing contact id, client id, email, name, external reference or modified since date. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: Get Billing Contacts.
• get_clientGet one client by `customer_id`, with address, finance details and account manager.
• get_client_ratecardsList customers for a customer. API summary: Get Client RateCards.
• get_custom_field_typesList projects. API summary: Get Custom Field Types.
• get_expense_claimGet one expense claim by `expense_claim_id`.
• get_expense_claim_typesList projects. API summary: Get expense claim types.
• get_file_contentGet one file content by expense claim file id. API summary: Get expense claim file content by ExpenseClaimFileID.
• get_invoiceGet one invoice by `invoice_id`, with its lines and totals.
• get_leafGet one leaf by leave id. API summary: Get leave by ID.
• get_moduleGet one module by module id. API summary: Get Module.
• get_officeGet one office by office id. API summary: Get Office.
• get_placeholder_taskGet one task for a task by task id 2. API summary: Get Placeholder Task.
• get_projectGet one project by `project_id`, with its client, managers, dates, status and budget settings.
• get_project_statusesList projects. API summary: Get Project Statuses.
• get_project_taskselfservicemodesList projects. API summary: Get Project TaskSelfServiceModes.
• get_project_typesList projects. API summary: Get Project Types.
• get_project_userGet one user for a project by user id. API summary: Get a user that is assigned to a project and their rate.
• get_reportGet one report by report id.
• get_resourceGet one resource by resource id. API summary: Get Resource by ID.
• get_taskGet one task by `task_id`, with dates, fee, status and billing settings.
• get_task_feetypesList tasks. API summary: Get Task FeeTypes.
• get_task_typesList projects. API summary: Get Task Types.
• get_task_userGet one user for a task by user id. API summary: Get User Task.
• get_userGet one user by `user_id`.
• get_user_s_userrolesList users for a user. API summary: Get User's UserRoles.
• get_user_userGet one user. API summary: Get User.
• get_user_usersGet one user. API summary: Get Users.
• get_weekly_timesheetGet a user's timesheet for the week starting `start_date` (`user_id` required), including its submission state.
• list_allocation_typesList allocation types. API summary: Get Allocation Types.
• list_billing_contactsList billing contacts, optionally filtered by `client_id`, name or email.
• list_budget_frequenciesList budget frequencies. API summary: Get Module BudgetFrequencies.
• list_budget_typesList budget types. API summary: Get Module BudgetTypes.
• list_categoriesList categories. Results are paginated. API summary: Get accounting system tracking categories from the database.
• list_clientsList clients, optionally filtered by `name`, office or external reference. Use this to find a client's ID.
• list_contactsList contacts. Optional filters: contact name, contact email, company name or suppliers only. Results are paginated. API summary: Get accounting system contacts from the database.
• list_custom_fieldsList custom fields. Optional filters: field id, field type id, entity type id, entity sub type id or label. Results are paginated. API summary: Get Custom Fields.
• list_customersList customers. API summary: Get Client FinancePaymentTermTypes.
• list_entity_sub_typesList entity sub types. API summary: Get Custom Field Entity Sub Types.
• list_entity_typesList entity types. API summary: Get Custom Field Entity Types.
• list_expense_claimsList expense claims, filtered by user, project, client, date range, status or whether billable or reimbursable.
• list_forecastsList forecasts. Optional filters: modified since date, project id, module id, start date or end date. Results are paginated. API summary: Get Forecasts.
• list_formatsList formats. API summary: Get list of Report Formats.
• list_gl_codesList gl codes. Optional filters: code, description or is active. API summary: Get GLCodes.
• list_invoicesList invoices, filtered by `client_id`, `project_id`, status, invoice number or date range.
• list_leaveList leave requests, filtered by `user_id`, status, leave type or date range.
• list_leave_statusesList the possible leave request statuses and their IDs.
• list_leave_typesList the leave types (for example annual or sick leave) and their IDs.
• list_modulesList project modules (phases or stages), optionally filtered by `project_id` or `name`.
• list_officesList offices, optionally filtered by `name`.
• list_project_usersList users for a project. API summary: Get a list of the users assigned to a project and their rates.
• list_projectsList projects, optionally filtered by `name`, `client_id`, `user_id`, project number or external reference.
• list_projects_2List projects. API summary: Get Client Types.
• list_resourcesList resources. Optional filters: after resource id, modified since date, project id, module id, resource type id or user id. Results are paginated. API summary: Get Resources.
• list_tasksList tasks, optionally filtered by `project_id`, `module_id`, `user_id` or `name`. Use this to find the task ID to log time against.
• list_tasks_2List tasks. API summary: Get Module FeeTypes.
• list_time_entriesList time entries, filtered by `user_id`, `task_id`, `date` or modified date.
• list_user_journal_entriesList journal entries for a user. API summary: Get Postings.
• list_user_timesheetsList timesheets for a user. Optional filters: start date. API summary: Get a list of timesheet statuses, for a user.
• list_usersList users, optionally filtered by `name` or `email`. Use this to find a person's user ID.
• list_users_2List users. Optional filters: role code. API summary: Get User Roles.
• search_addressesSearch addresses by location id, name or is active. Use this to find existing addresses before creating a new address. API summary: Get Locations.
• search_agreement_typesSearch agreement types by name. Use this to find existing agreement types before creating a new agreement type. API summary: Get AgreementTypes.
• search_cost_rate_cardsSearch cost rate cards by name, description or is active. Use this to find existing cost rate cards before creating a new cost rate card. API summary: Get CostRateCards.
• search_countriesSearch countries by country id, code or name. Use this to find existing countries before creating a new country. API summary: Get Countries.
• search_currenciesSearch currencies by currency id, code, name or is active. Use this to find existing currencies before creating a new currency. API summary: Get Currencies.
• search_customer_contactsSearch contacts for a customer by billing contact id, client id 2, email, name, external reference or modified since date. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: Get Client Billing Contacts.
• search_holiday_calendarsSearch holiday calendars by name. Use this to find existing holiday calendars before creating a new holiday calendar. API summary: Get HolidayCalendars.
• search_positionsSearch positions by position id, name or is active. Use this to find existing positions before creating a new position. API summary: Get Positions.
• search_ranksSearch ranks by rank id, name or is active. Use this to find existing ranks before creating a new rank. API summary: Get Ranks.
• search_reportsSearch reports by report id, published, name, external reference or modified since date. Use this to find existing reports before creating a new report. Results are paginated. API summary: Get list of Reports.
• search_revenue_rate_cardsSearch revenue rate cards by name, description or is active. Use this to find existing revenue rate cards before creating a new revenue rate card. API summary: Get RevenueRateCards.
• search_tax_typesSearch tax types by name or is active. Use this to find existing tax types before creating a new tax type. API summary: Get Tax Types.
• search_teamsSearch teams by team id, name or is active. Use this to find existing teams before creating a new team. API summary: Get Teams.
• set_forecastChanges dataCreate a new set. Required: module id, date or amount. API summary: Set Forecast.
• set_resourceChanges dataCreate a new set. Required: project id, date, resource type id, user id or is penciled. API summary: Set Resource.
• submit_timesheetVisible to othersSubmit a user's timesheet for the week starting `start_date` for approval (`user_id` required).
• update_customerChanges dataUpdate an existing customer identified by customer id. Only the fields you pass are changed. API summary: Update Client.
• update_customer_fieldsVisible to othersUpdate an existing field identified by client id. Has effects visible outside this system. API summary: Create or update Custom Fields data.
• update_expense_claimChanges dataUpdate an existing expense claim identified by expense claim id. API summary: Update expense claim.
• update_leafChanges dataUpdate an existing leaf identified by leave id. API summary: Update leave.
• update_moduleChanges dataUpdate an existing module identified by module id. Only the fields you pass are changed. API summary: Update Module.
• update_module_fieldsVisible to othersUpdate an existing field identified by module id. Has effects visible outside this system. API summary: Create or update Custom Fields data.
• update_projectChanges dataUpdate an existing project identified by project id. Only the fields you pass are changed. API summary: Update Project.
• update_project_fieldsVisible to othersUpdate an existing field identified by project id. Has effects visible outside this system. API summary: Create or update Custom Fields data.
• update_project_usersVisible to othersUpdate an existing user identified by project id. Has effects visible outside this system. API summary: Updates a user's rate on a project.
• update_taskChanges dataUpdate an existing task identified by task id. Only the fields you pass are changed. API summary: Update Task.
• update_task_fieldsVisible to othersUpdate an existing field identified by task id. Has effects visible outside this system. API summary: Create or update Custom Fields data.
• update_task_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Update User Task.
• update_task_usersVisible to othersUpdate an existing user identified by task id. Has effects visible outside this system. API summary: Create/Replace User Task.
• update_tasksVisible to othersUpdate an existing task identified by task id. Has effects visible outside this system. API summary: Create/Replace Placeholder Task.
• update_time_entryVisible to othersChange a time entry by `id`: pass the `minutes` and any other fields to change (date, task, comment).
• update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Update User.
• update_user_fieldsVisible to othersUpdate an existing field identified by user id. Has effects visible outside this system. API summary: Create or update Custom Fields data.
• update_user_journal_entriesVisible to othersUpdate an existing journal entry identified by user id. Has effects visible outside this system. API summary: Create Posting.
• update_user_s_userrolesMoves moneyUpdate an existing user identified by user id. Financial or irreversible action; may require approval. API summary: Update User's UserRoles.
• update_usersVisible to othersUpdate an existing user identified by user id. Has effects visible outside this system. API summary: Update User Leave Balances.

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