Integration · Projects & tasks

Connect Claude & ChatGPT to ProWorkflow Nexus

Ask your AI which projects are overdue, what a client has been invoiced, or to log time against a task in ProWorkflow Nexus. It can search and create projects, tasks, companies and contacts, start and stop your timer, post project messages and read quotes and invoices. You get project status answers without clicking through each project.

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Try asking

“Which projects are past their due date?”
The AI lists overdue projects, and can narrow them to one client or one project manager.
“Add a task 'Draft homepage copy' to the Website Redesign project, due Friday, assigned to Anna.”
It finds the project and Anna's contact ID, then creates the task with the due date and assignee.
“Log 90 minutes on the Client workshop task with the note 'Planning session'.”
It finds the task and saves a time record of 90 minutes with your note.

What your AI can do

Projects and tasks

Search, create and update projects and tasks, list overdue projects, post project messages and mark tasks or projects complete.

Time tracking

Start and stop your timer, log time against a task and list time records by project, client, person or date.

Clients, quotes and invoices

Search, create and update companies and contacts, and read quotes and invoices with their lines and totals.

“Show the invoices for Harbour Studio that are due this month.”
It finds the company and searches its invoices by due date, with lines, totals and due dates.
“Create a new client, Nordlys Design, and add Mette Jensen as a contact.”
It searches first to avoid a duplicate, then creates the company and a contact linked to it.
“Post a message on the Website Redesign project saying the launch moved to 3 June.”
It posts the message on the project, and the recipients you name are notified.

376 tools for ProWorkflow Nexus

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

add_contacts_to_itemsChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Add Contacts to Items.
add_contacts_to_messagesChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Add Contacts to Messages.
add_groups_to_contactsChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Add Groups to Contacts.
add_items_to_tagsChanges dataCreate a new product. Search products first to avoid duplicates. API summary: Add Items to Tags.
add_roles_to_a_contactDeletesCreate a new contact for a contact. Search contacts first to avoid duplicates. Destructive action; may require approval. API summary: Add Roles to a Contact.
add_tags_to_contactsChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Add Tags to Contacts.
add_tags_to_itemsChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Add Tags to Items.
add_tags_to_projectsChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Add Tags to Projects.
approve_requestVisible to othersApprove a request (requestid). Has effects visible outside this system. API summary: Approve Request.
assign_roles_to_contactsDeletesCreate a new contact. Search contacts first to avoid duplicates. Destructive action; may require approval. API summary: Assign Roles to Contacts.
complete_itemsDeletesMark one or more project items (tasks) complete; pass their IDs in `id`.
complete_projectVisible to othersMark a project complete by `projectid`.
create_categoryChanges dataCreate a new category. Search categories first to avoid duplicates. API summary: Create Item Category.
create_companyChanges dataCreate a company with `name`, and optionally `type`, `email`, `phone` and `website`. Search first to avoid duplicates.
create_company_addressChanges dataCreate a new address for a company. Search addresses first to avoid duplicates. API summary: Create Location for a Company.
create_company_contactChanges dataCreate a new contact for a company. Search contacts first to avoid duplicates. API summary: Create Contacts for a Company.
create_company_messageChanges dataCreate a new message for a company. Search messages first to avoid duplicates. API summary: Create Company Notes.
create_company_projectChanges dataCreate a new project for a company. Search projects first to avoid duplicates. API summary: Create Company Projects.
create_contactChanges dataCreate a contact with `firstname`, `lastname`, `email`, phone numbers, address and the `companyid` they belong to.
create_contact_2Changes dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Add Tags to Companies.
create_contact_messageChanges dataCreate a new message for a contact. Search messages first to avoid duplicates. API summary: Create Contact Notes.
create_contact_productChanges dataCreate a new product for a contact. Search products first to avoid duplicates. API summary: Assign Contact to Items.
create_contact_tagChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Create Contact Tag.
create_customfieldChanges dataCreate a new customfield. API summary: Create Project Custom Field.
create_customfieldoptionChanges dataCreate a new customfieldoption. API summary: Create Project Custom Field Option.
create_external_projectChanges dataCreate a new project. Search projects first to avoid duplicates. API summary: Create External Project.
create_folderChanges dataCreate a new folder. Search folders first to avoid duplicates. API summary: Create Custom Folder.
create_groupChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Create Group.
create_invoiceChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Create Invoice.
create_invoice_from_projectChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Create Invoice From Project.
create_invoice_from_quoteChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Create Invoice From Quote.
create_invoice_phaseChanges dataCreate a new phase for a invoice. Search phases first to avoid duplicates. API summary: Create Template Phase.
create_invoice_phasesChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Create Invoice Phases.
create_invoice_postChanges dataCreate a new invoice for a invoice. Search invoices first to avoid duplicates. API summary: Create Invoice Phases.
create_invoice_productChanges dataCreate a new product for a invoice. Search products first to avoid duplicates. API summary: Create Invoice Items.
create_itemChanges dataCreate a new product. Search products first to avoid duplicates. API summary: Create Item.
create_item_tagChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Create Item Tag.
create_messageChanges dataCreate a new message. Search messages first to avoid duplicates. API summary: Create Message.
create_prerequisiteChanges dataCreate a new prerequisite. API summary: Add Prerequisites to Items.
create_productChanges dataCreate a new product. Search products first to avoid duplicates. API summary: Create Invoice Items.
create_projectChanges dataCreate a project with `title`, and optionally `companyid`, `startdate`, `duedate`, `description`, `categoryid`, `priorityid` and staff or client contact IDs.
create_project_2Changes dataCreate a new project for a project. Search projects first to avoid duplicates. API summary: Create Project Phase.
create_project_bookmarkChanges dataCreate a new project for a project. Search projects first to avoid duplicates. API summary: Create Project Bookmark.
create_project_categoryChanges dataCreate a new category. Search categories first to avoid duplicates. API summary: Create Project Category.
create_project_itemChanges dataCreate an item (task) in a project by `projectid`, with `name`, and optionally `description`, `startdate`, `duedate`, `priority` and assignee `contactid` list.
create_project_phaseChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Create Project Phase.
create_project_postChanges dataCreate a new project for a project. Search projects first to avoid duplicates. API summary: Apply Item Template to Project.
create_project_project_noteChanges dataCreate a new project for a project. Search projects first to avoid duplicates. API summary: Create Project Project Note.
create_project_tagChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Create Project Tag.
create_projectnoteChanges dataCreate a new projectnote. Search projectnotes first to avoid duplicates. API summary: Create Project Note.
create_quoteChanges dataCreate a new quote. Search quotes first to avoid duplicates. API summary: Create Quote From Project.
create_quote_2Changes dataCreate a new quote for a quote. Search quotes first to avoid duplicates. API summary: Create Quote Phases.
create_quote_itemsChanges dataCreate a new product. Search products first to avoid duplicates. API summary: Create Quote Items.
create_quote_phasesChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Create Quote Phases.
create_quote_postChanges dataCreate a new quote. Search quotes first to avoid duplicates. API summary: Create Quote.
create_quote_productChanges dataCreate a new product for a quote. Search products first to avoid duplicates. API summary: Create Quote Items.
create_requestChanges dataCreate a new request. Search requests first to avoid duplicates. API summary: Create Request.
create_roleDeletesCreate a new contact. Search contacts first to avoid duplicates. Destructive action; may require approval. API summary: Create Role.
create_teamChanges dataCreate a new team. Search teams first to avoid duplicates. API summary: Create Team.
create_templatephaseChanges dataCreate a new templatephase. Search templatephases first to avoid duplicates. API summary: Create Template Phase.
create_timeallocationChanges dataCreate a new timeallocation. Required: items. API summary: Create Time Allocations.
create_webhookDeletesCreate a new webhook. Destructive action; may require approval. API summary: Create Webhook.
delete_categoryDeletesPermanently delete a category by categoryid. Destructive action; may require approval. API summary: Delete Item Category.
delete_companyDeletesPermanently delete a company by companyid. Destructive action; may require approval. API summary: Delete Company.
delete_company_addressDeletesPermanently delete a address by locationid. Destructive action; may require approval. API summary: (Company Locations) Delete a Company Location.
delete_company_messageDeletesPermanently delete a message by noteid. Destructive action; may require approval. API summary: Delete Company Note.
delete_contactDeletesPermanently delete a contact by contactid. Destructive action; may require approval. API summary: Delete Contact.
delete_contact_messageDeletesPermanently delete a message by noteid. Destructive action; may require approval.
delete_contact_projectsMoves moneyPermanently delete a project by contactid. Financial or irreversible action; may require approval. API summary: Remove Contact from Projects.
delete_contact_tagDeletesPermanently delete a contact by tagid. Destructive action; may require approval. API summary: Delete Contact Tag.
delete_contactsMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Remove Tags from Companies.
delete_customfieldDeletesPermanently delete a customfield by customfieldid. Destructive action; may require approval. API summary: Delete Project Custom Field.
delete_customfieldoptionDeletesPermanently delete a customfieldoption by optionid. Destructive action; may require approval. API summary: Delete Project Custom Field Option.
delete_documentDeletesPermanently delete a document by fileid. Destructive action; may require approval. API summary: Delete File.
delete_documentsMoves moneyPermanently delete a document. Financial or irreversible action; may require approval. API summary: Delete Files.
delete_folderDeletesPermanently delete a folder by folderid. Destructive action; may require approval. API summary: Delete Custom Folder.
delete_groupDeletesPermanently delete a contact by groupid. Destructive action; may require approval. API summary: Delete Group.
delete_invoiceDeletesPermanently delete a invoice by phaseid. Destructive action; may require approval. API summary: Delete Invoice Phase.
delete_invoice_deleteDeletesPermanently delete a invoice by invoiceid. Destructive action; may require approval. API summary: Delete Invoice.
delete_invoice_phaseDeletesPermanently delete a invoice by phaseid. Destructive action; may require approval. API summary: Delete Invoice Phase.
delete_invoice_productDeletesPermanently delete a product by itemid. Destructive action; may require approval. API summary: Delete Invoice Item.
delete_invoicesMoves moneyPermanently delete a invoice. Financial or irreversible action; may require approval. API summary: Bulk Delete Invoices.
delete_item_tagDeletesPermanently delete a contact by tagid. Destructive action; may require approval. API summary: Delete Item Tag.
delete_messageDeletesPermanently delete a message by messageid. Destructive action; may require approval. API summary: Delete Message.
delete_prerequisitesMoves moneyPermanently delete a prerequisite. Financial or irreversible action; may require approval. API summary: Remove Prerequisites from Items.
delete_productDeletesPermanently delete a product by itemid. Destructive action; may require approval. API summary: Delete Invoice Item.
delete_productsMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Remove Items from Tags.
delete_projectDeletesPermanently delete a project by projectid. Destructive action; may require approval. API summary: Delete Project.
delete_project_bookmarkDeletesPermanently delete a project by bookmarkid. Destructive action; may require approval. API summary: Delete Project Bookmark.
delete_project_categoryDeletesPermanently delete a category by categoryid. Destructive action; may require approval. API summary: Delete Project Category.
delete_project_contactsMoves moneyPermanently delete a contact by projectid. Financial or irreversible action; may require approval. API summary: Remove Project Contacts.
delete_project_deleteDeletesPermanently delete a project by phaseid. Destructive action; may require approval. API summary: Delete Project Phase.
delete_project_itemDeletesPermanently delete a product by itemid. Destructive action; may require approval. API summary: Delete Project Item.
delete_project_phaseDeletesPermanently delete a invoice by phaseid. Destructive action; may require approval. API summary: Delete Project Phase.
delete_project_productDeletesPermanently delete a product by itemid. Destructive action; may require approval. API summary: Delete Project Item.
delete_project_project_noteDeletesPermanently delete a project by noteid. Destructive action; may require approval. API summary: Delete Project Project Note.
delete_project_tagDeletesPermanently delete a contact by tagid. Destructive action; may require approval. API summary: Delete Project Tag.
delete_projectnoteDeletesPermanently delete a projectnote by noteid. Destructive action; may require approval. API summary: Delete Project Note.
delete_projectsMoves moneyPermanently delete a project. Financial or irreversible action; may require approval. API summary: Bulk Delete Projects.
delete_quoteDeletesPermanently delete a quote by quoteid. Destructive action; may require approval. API summary: Delete Quote.
delete_quote_deleteDeletesPermanently delete a quote by phaseid. Destructive action; may require approval. API summary: Delete Quote Phase.
delete_quote_itemDeletesPermanently delete a product by itemid. Destructive action; may require approval. API summary: Delete Quote Item.
delete_quote_phaseDeletesPermanently delete a invoice by phaseid. Destructive action; may require approval. API summary: Delete Quote Phase.
delete_quote_productDeletesPermanently delete a product by itemid. Destructive action; may require approval. API summary: Delete Quote Item.
delete_quotesMoves moneyPermanently delete a quote. Financial or irreversible action; may require approval. API summary: Bulk Delete Quotes.
delete_requestDeletesPermanently delete a request by requestid. Destructive action; may require approval. API summary: Delete Request.
delete_roleDeletesPermanently delete a contact by roleid. Destructive action; may require approval. API summary: Delete Role.
delete_teamDeletesPermanently delete a team by teamid. Destructive action; may require approval. API summary: Delete Team.
delete_timeDeletesPermanently delete a time by timeid. Destructive action; may require approval. API summary: Delete Time Record.
delete_timeallocationDeletesPermanently delete a timeallocation by timeallocationid. Destructive action; may require approval. API summary: Delete Time Allocation.
delete_timeallocationsMoves moneyPermanently delete a timeallocation. Financial or irreversible action; may require approval. API summary: Delete Time Allocations (batch).
delete_webhookDeletesPermanently delete a webhook by webhookid. Destructive action; may require approval. API summary: Delete Webhook.
download_documentDownload the document for a document. API summary: Download Files as ZIP.
download_fileDownload the document for a document. API summary: Download File.
get_all_permissions_for_a_contactList contacts for a contact. API summary: Get All Permissions for a Contact.
get_categoryGet one category by categoryid. API summary: Get Item Category.
get_client_contactsSearch customers by name, email, q, qfields, tagid or roleid. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Get Client Contacts.
get_companyGet one company by `companyid`.
get_company_addressGet one address for a company by locationid. API summary: (Company Locations) Get a Company Location.
get_company_messageGet one message for a company by noteid. API summary: Get Company Note.
get_contactGet one contact by `contactid`.
get_contact_company_tagsList contacts. API summary: Get Contact/Company Tags.
get_contact_getGet one contact for a contact by permissionid. API summary: Check a Single Permission for a Contact.
get_contact_messageGet one message for a contact by noteid. API summary: Get Contact Note.
get_contact_tagGet one contact by tagid. API summary: Get Contact Tag.
get_contractor_contactsSearch contacts by name, email, q, qfields, tagid or roleid. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: Get Contractor Contacts.
get_divisionGet one division by divisionid. API summary: Get Division.
get_documentGet one document by fileid. API summary: Get File.
get_folderGet one folder by folderid. API summary: Get Custom Folder.
get_groupGet one contact by groupid. API summary: Get Group.
get_groupsList contacts. API summary: Get Groups.
get_invoiceGet one invoice by `invoiceid`, with its lines, totals and due date.
get_invoice_2Get one invoice by phaseid. API summary: Get Invoice Phase.
get_invoice_phaseGet one invoice for a invoice by phaseid. API summary: Get Invoice Phase.
get_invoice_phasesSearch invoices by search, invoiceid, parentid, sortby, sortorder or includetotalrows. Use this to find existing invoices before creating a new invoice. Results are paginated. API summary: Get Invoice Phases.
get_invoice_productGet one product for a invoice by itemid. API summary: Get Invoice Item.
get_invoice_settings_filesSearch documents by search, folderid, datefrom, dateto, idfrom or idto. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get Invoice Settings Files.
get_invoice_templateGet one invoice by templateid. API summary: Get Invoice Template.
get_invoice_templatesList invoices. Results are paginated. API summary: Get Invoice Templates.
get_invoice_work_stagesList invoices. Optional filters: workstate. API summary: Get Invoice Work Stages.
get_invoice_workstage_historyList invoices for a invoice. Optional filters: sortby, sortorder or includetotalrows. Results are paginated. API summary: Get Invoice Workstage History.
get_itemGet one project item (task) by `itemid`.
get_item_collection_template_filesSearch documents for a invoice by search, itemid, folderid, datefrom, dateto or idfrom. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get Item Collection Template Files.
get_item_collection_template_foldersSearch folders for a invoice by search, idfrom, idto, id, divisionid or sortby. Use this to find existing folders before creating a new folder. Results are paginated. API summary: Get Item Collection Template Folders.
get_item_tagGet one contact by tagid. API summary: Get Item Tag.
get_item_tagsList contacts. API summary: Get Item Tags.
get_itemtemplateGet one itemtemplate by itemtemplateid. API summary: Get Item Template.
get_meGet the contact details of the connected ProWorkflow user.
get_messageGet one message by messageid. API summary: Get Message.
get_productGet one product by itemid. API summary: Get Invoice Item.
get_product_statusChanges dataGet the current status of a product. API summary: Add Tracking Options to Items.
get_projectGet one project by `projectid`, with dates, company, manager, status and budget.
get_project_2Get one project for a project by phaseid. API summary: Get Project Phase.
get_project_bookmarkGet one project for a project by bookmarkid. API summary: Get Project Bookmark.
get_project_bookmarksList projects for a project. Optional filters: divisionid. API summary: Get Project Bookmarks.
get_project_categoriesSearch categories by search, sortby, sortorder or includetotalrows. Use this to find existing categories before creating a new category. Results are paginated. API summary: Get Project Categories.
get_project_categoryGet one category by categoryid. API summary: Get Project Category.
get_project_getGet one project for a project by contactid. API summary: Check Project Access.
get_project_item_workstage_historyList workstages for a product. Optional filters: sortby or sortorder. Results are paginated. API summary: Get Project Item Workstage History.
get_project_phaseGet one invoice by phaseid. API summary: Get Project Phase.
get_project_phasesSearch invoices by search, projectid, parentid, divisionid, sortby or sortorder. Use this to find existing invoices before creating a new invoice. Results are paginated. API summary: Get Project Phases.
get_project_productGet one product for a project by itemid. API summary: Get Project Item.
get_project_project_noteGet one project for a project by noteid. API summary: Get Project Project Note.
get_project_project_notesSearch projects for a project by search, divisionid, idfrom, idto, id or sortby. Use this to find existing projects before creating a new project. Results are paginated. API summary: Get Project Project Notes.
get_project_settingsList projects for a project. API summary: Get Project Settings.
get_project_tagGet one contact by tagid. API summary: Get Project Tag.
get_project_tagsSearch contacts by search, sortby, sortorder or includetotalrows. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: Get Project Tags.
get_project_templateGet one invoice by projecttemplateid. API summary: Get Project Template.
get_project_templatesList invoices. API summary: Get Project Templates.
get_project_work_stagesList projects. Optional filters: workstate. API summary: Get Project Work Stages.
get_project_workstage_historyList projects for a project. Optional filters: sortby, sortorder or includetotalrows. Results are paginated. API summary: Get Project Workstage History.
get_projectnoteGet one projectnote by noteid. API summary: Get Project Note.
get_projects_autonumbering_settingsList autonumberings. API summary: Get Projects Autonumbering Settings.
get_quoteGet one quote by `quoteid`, with its lines and totals.
get_quote_getGet one quote for a quote by phaseid. API summary: Get Quote Phase.
get_quote_itemGet one product by itemid. API summary: Get Quote Item.
get_quote_item_workstage_historyList workstages for a product. Optional filters: sortby or sortorder. Results are paginated. API summary: Get Quote Item Workstage History.
get_quote_itemsSearch products by search, quoteid, phaseid, parentid, itemtypeid or sortby. Use this to find existing products before creating a new product. Results are paginated. API summary: Get Quote Items.
get_quote_phaseGet one invoice by phaseid. API summary: Get Quote Phase.
get_quote_phasesSearch invoices by search, quoteid, parentid, sortby, sortorder or includetotalrows. Use this to find existing invoices before creating a new invoice. Results are paginated. API summary: Get Quote Phases.
get_quote_productGet one product for a quote by itemid. API summary: Get Quote Item.
get_quote_settingsList quotes. API summary: Get Quote Settings.
get_quote_settings_filesSearch documents by search, folderid, datefrom, dateto, idfrom or idto. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get Quote Settings Files.
get_quote_templateGet one invoice by templateid. API summary: Get Quote Template.
get_quote_templatesList invoices. API summary: Get Quote Templates.
get_quote_work_stagesList quotes. Optional filters: workstate. API summary: Get Quote Work Stages.
get_quotes_autonumbering_settingsList autonumberings. API summary: Get Quotes Autonumbering Settings.
get_requestGet one request by requestid. API summary: Get Request.
get_roleGet one contact by roleid. API summary: Get Role.
get_rolesList contacts. API summary: Get Roles.
get_roles_for_a_staff_contactList contacts for a contact. API summary: Get Roles for a Staff Contact.
get_staff_contactsSearch employees by name, email, q, qfields, tagid or roleid. Use this to find existing employees before creating a new employee. Results are paginated. API summary: Get Staff Contacts.
get_tags_for_a_companySearch companies for a company by search, divisionid, lastmodifiedutcfrom, lastmodifiedutcto, sortby or sortorder. Use this to find existing companies before creating a new company. Results are paginated. API summary: Get Tags for a Company.
get_tags_for_a_contactList contacts for a contact. Optional filters: divisionid, lastmodifiedutcfrom or lastmodifiedutcto. API summary: Get Tags for a Contact.
get_teamGet one team by teamid. API summary: Get Team.
get_template_items_by_templateSearch products for a invoice by search, phaseid, parentid, itemtypeid, sortby or sortorder. Use this to find existing products before creating a new product. Results are paginated. API summary: Get Template Items by Template.
get_template_phaseGet one phase for a invoice by phaseid. API summary: Get Template Phase.
get_templateitemGet one templateitem by itemid. API summary: Get Template Item.
get_templatephaseGet one templatephase by phaseid. API summary: Get Template Phase.
get_timeGet one time by timeid. API summary: Get Time Record.
get_timeallocationGet one timeallocation by timeallocationid. API summary: Get Time Allocation.
get_webhookGet one webhook by webhookid. API summary: Get Webhook.
list_accountsList accounts. Optional filters: divisionid. API summary: Get Account Settings.
list_autonumberingsList autonumberings. API summary: Get Invoices Autonumbering Settings.
list_companiesList companies for a company. Optional filters: types or includetotals. Results are paginated. API summary: Get Company Summary.
list_company_contactsList contacts for a company. Optional filters: tagid, roleid, groupid, pending, allowlogin or divisionid. Results are paginated. API summary: Get Contacts for a Company.
list_company_invoicesList invoices for a company. Optional filters: status, taxable, divisionid, projectid, projectstatus or projectcategoryid. Results are paginated. API summary: Get Invoices for a Company.
list_company_productsList products for a company. Optional filters: status, priority, contacts, contactsmode, tagid or divisionid. Results are paginated. API summary: Get Items for a Company.
list_company_projectsList projects for a company. Optional filters: status, managerid, contacts, contactsmode, teamid or groupid. Results are paginated. API summary: Get Projects for a Company.
list_company_quotesList quotes for a company. Optional filters: status, type, taxable, divisionid, managerid or projectstatus. Results are paginated. API summary: Get Quotes for a Company.
list_contact_messagesList messages for a contact. Optional filters: divisionid. API summary: Get Contact Notes.
list_contact_productsList products for a contact. Optional filters: status, priority, projectid, companyid, contacts or contactsmode. Results are paginated. API summary: Get Items for a Contact.
list_contact_projectsList projects for a contact. Optional filters: status, managerid, contacts, contactsmode, teamid or groupid. Results are paginated. API summary: Get Projects for a Contact.
list_contactsList contacts for a contact. API summary: Get Contact Teams & Groups.
list_customfieldsList customfields. API summary: Get Project Custom Fields.
list_divisionsList divisions. API summary: Get Divisions.
list_fixedpricesList fixedprices. API summary: Get Fixed Price Library.
list_goodservicesList goodservices. API summary: Get Goods and Services Library.
list_hourlyservicesList hourlyservices. API summary: Get Hourly Services Library.
list_invoicesList invoices. Optional filters: taxable, divisionid, managerid, projectstatus, projectcategoryid or projectid. Results are paginated. API summary: Get overdue invoices.
list_licensesList licenses. API summary: Get Account License Details.
list_looknfeelsList looknfeels. API summary: Get Look & Feel Settings.
list_overdue_projectsList projects that are past their due date, optionally filtered by `companyid` or `managerid`.
list_permissionsList permissions. API summary: Get Permissions.
list_plansList plans. API summary: Get Account Plan.
list_product_workstagesList workstages for a product. Optional filters: sortby or sortorder. Results are paginated. API summary: Get Invoice Item Workstage History.
list_productsList products. Optional filters: workstate. API summary: Get Item Work Stages.
list_project_contactsList contacts for a project. Optional filters: type, tagid, roleid, groupid, pending or allowlogin. Results are paginated. API summary: Get Project Contacts.
list_project_invoicesList invoices for a project. Optional filters: status, taxable, divisionid, managerid, projectstatus or projectcategoryid. Results are paginated. API summary: Get Project Invoices.
list_project_messagesList the messages posted on a project by `projectid`.
list_project_quotesList quotes for a project. Optional filters: status, type, taxable, divisionid, managerid or projectcategoryid. Results are paginated. API summary: Get Project Quotes.
list_project_timeallocationsList timeallocations for a project. Optional filters: contactid, itemid, projectstatus, divisionid, idfrom or idto. Results are paginated. API summary: Get Project Time Allocations.
list_projectsList projects. Optional filters: divisionid. API summary: Get All Project Bookmarks.
list_projects_getList projects. API summary: Get Project Settings.
list_quotesList quotes for a quote. Optional filters: sortby or sortorder. Results are paginated. API summary: Get Quote Workstage History.
list_requestsList requests. Optional filters: event, resthookid, status or divisionid. API summary: Get Webhook Requests.
list_serviceratesList servicerates. API summary: Get Hourly Rate Services.
list_staffratesList staffrates. API summary: Get Staff Rates.
list_timeallocationsList timeallocations. Optional filters: projectid, contactid, itemid, taskid, projectstatus or divisionid. Results are paginated. API summary: Get Time Allocations.
list_webhooksList webhooks. Optional filters: event or divisionid. API summary: Get Webhooks.
list_workstagesList workstages. Optional filters: type or workstate. API summary: Get Work Stages.
log_timeChanges dataLog a time record against a project item: `itemid`, `contactid`, `starttime`, `timespent` (minutes) and optional `notes`.
post_project_messageChanges dataPost a message on a project by `projectid` with `subject` and `content`; `contactid` lists who receives it. Recipients are notified.
remove_all_contacts_from_itemsMoves moneyPermanently delete a project. Financial or irreversible action; may require approval. API summary: Remove All Contacts from Items.
remove_all_tags_from_itemsMoves moneyPermanently delete a project. Financial or irreversible action; may require approval. API summary: Remove All Tags from Items.
remove_all_tags_from_projectsMoves moneyPermanently delete a project. Financial or irreversible action; may require approval. API summary: Remove All Tags from Projects.
remove_contacts_from_itemsMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Remove Contacts from Items.
remove_contacts_from_messagesMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Remove Contacts from Messages.
remove_contacts_from_projectsMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Remove Contacts from Projects.
remove_contacts_from_rolesMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Remove Contacts from Roles.
remove_groups_from_contactsMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Remove Groups from Contacts.
remove_roles_from_a_contactMoves moneyPermanently delete a contact by contactid. Financial or irreversible action; may require approval. API summary: Remove Roles from a Contact.
remove_roles_from_contactsMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Remove Roles from Contacts.
remove_tags_from_contactsMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Remove Tags from Contacts.
remove_tags_from_itemsMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Remove Tags from Items.
remove_tags_from_projectsMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Remove Tags from Projects.
remove_tracking_options_from_itemsMoves moneyGet the current status of a product. Financial or irreversible action; may require approval. API summary: Remove Tracking Options from Items.
search_categoriesSearch categories by search, sortby, sortorder or includetotalrows. Use this to find existing categories before creating a new category. Results are paginated. API summary: Get Item Categories.
search_companiesSearch companies (clients, contractors and your own company) by `q`, `name` or `email`. Use to find a company ID.
search_company_addressesSearch addresses for a company by search, active, lastmodifiedutcfrom, lastmodifiedutcto, sortby or sortorder. Use this to find existing addresses before creating a new address. Results are paginated. API summary: Get Locations for a Company.
search_company_documentsSearch documents for a company by search, folderid, datefrom, dateto, idfrom or idto. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get Company Files.
search_company_foldersSearch folders for a company by search, idfrom, idto, id, divisionid or sortby. Use this to find existing folders before creating a new folder. Results are paginated. API summary: Get Company Folders.
search_company_messagesSearch messages for a company by search, divisionid, lastmodifiedutcfrom, lastmodifiedutcto, sortby or sortorder. Use this to find existing messages before creating a new message. Results are paginated. API summary: Get Company Notes.
search_company_timesSearch times for a company by contacts, projectid, itemid, categoryid, trackedfrom or trackedto. Use this to find existing times before creating a new time. Results are paginated. API summary: Get Time Records for a Company.
search_contact_documentsSearch documents for a contact by search, folderid, datefrom, dateto, idfrom or idto. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get Contact Files.
search_contact_foldersSearch folders for a contact by search, idfrom, idto, id, divisionid or sortby. Use this to find existing folders before creating a new folder. Results are paginated. API summary: Get Contact Folders.
search_contact_timesSearch times for a contact by projectid, itemid, companyid, categoryid, trackedfrom or trackedto. Use this to find existing times before creating a new time. Results are paginated. API summary: Get Time Records for a Contact.
search_contactsSearch contacts by `q`, `name` or `email`, or filter by `companyid` or `type`. Use to find a contact ID.
search_contacts_2Search contacts by contactdetails, name, code, email, q or qfields. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: Get Contractor Companies.
search_customersSearch customers by contactdetails, search, searchname, searchcode, searchemail or tagid. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Get Client Companies.
search_documentsSearch documents by search, projectstatus, projectid, activeworkstate, status or itemid. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get Files.
search_employeesSearch employees by contactdetails, name, code, email, q or qfields. Use this to find existing employees before creating a new employee. Results are paginated. API summary: Get Staff Companies.
search_foldersSearch folders by search, projectstatus, projectid, divisionid, idfrom or idto. Use this to find existing folders before creating a new folder. Results are paginated. API summary: Get Custom Folders.
search_invoice_documentsSearch documents for a invoice by search, itemid, folderid, datefrom, dateto or idfrom. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get Invoice Files.
search_invoice_foldersSearch folders for a invoice by search, idfrom, idto, id, divisionid or sortby. Use this to find existing folders before creating a new folder. Results are paginated. API summary: Get Invoice Folders.
search_invoice_phasesSearch phases for a invoice by search, parentid, sortby, sortorder or includetotalrows. Use this to find existing phases before creating a new phase. Results are paginated. API summary: Get Template Phases by Template.
search_invoice_productsSearch products for a invoice by search, phaseid, parentid, itemtypeid, sortby or sortorder. Use this to find existing products before creating a new product. Results are paginated. API summary: Get Invoice Items.
search_invoicesSearch invoices by `q`, `title` or `number`, or filter by `companyid`, `projectid`, `status`, or due or invoiced date range.
search_invoices_getSearch invoices for a invoice by search, parentid, sortby, sortorder or includetotalrows. Use this to find existing invoices before creating a new invoice. Results are paginated. API summary: Get Invoice Phases.
search_itemsSearch project items (tasks) by `q` or `name`, or filter by `projectid`, `status`, `contacts` (assignees) or due date range.
search_itemtemplate_phasesSearch phases for a itemtemplate by search, parentid, sortby, sortorder or includetotalrows. Use this to find existing phases before creating a new phase. Results are paginated. API summary: Get Item Template Phases.
search_itemtemplate_productsSearch products for a itemtemplate by search, sortby, sortorder or includetotalrows. Use this to find existing products before creating a new product. Results are paginated. API summary: Get Item Template Items.
search_itemtemplatesSearch itemtemplates by search, id, sortby, sortorder or includetotalrows. Use this to find existing itemtemplates before creating a new itemtemplate. Results are paginated. API summary: Get Item Templates.
search_messagesSearch messages by search, contacts, projectstatus, projectid, activeworkstate or status. Use this to find existing messages before creating a new message. Results are paginated. API summary: Get Messages.
search_product_documentsSearch documents for a product by search, folderid, datefrom, dateto, idfrom or idto. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get Product Files.
search_product_foldersSearch folders for a product by search, idfrom, idto, id, divisionid or sortby. Use this to find existing folders before creating a new folder. Results are paginated. API summary: Get Product Folders.
search_productsSearch products by search, invoiceid, phaseid, parentid, itemtypeid or sortby. Use this to find existing products before creating a new product. Results are paginated. API summary: Get Invoice Items.
search_project_documentsSearch documents for a project by search, activeworkstate, itemid, folderid, datefrom or dateto. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get Project Files.
search_project_foldersSearch folders for a project by search, idfrom, idto, id, divisionid or sortby. Use this to find existing folders before creating a new folder. Results are paginated. API summary: Get Project Folders.
search_project_productsSearch products for a project by name, code, q, qfields, qlimit or status. Use this to find existing products before creating a new product. Results are paginated. API summary: Get Project Items.
search_project_timesSearch times for a project by contacts, itemid, companyid, categoryid, trackedfrom or trackedto. Use this to find existing times before creating a new time. Results are paginated. API summary: Get Project Time Records.
search_projectnotesSearch projectnotes by search, categoryid, projectstatus, projectid, companyid or divisionid. Use this to find existing projectnotes before creating a new projectnote. Results are paginated. API summary: Get Project Notes.
search_projectsSearch projects by `q` or `title`, or filter by `status`, `companyid`, `managerid`, `categoryid` or due date range. Use to find a project ID.
search_projects_getSearch projects for a project by search, parentid, divisionid, sortby, sortorder or includetotalrows. Use this to find existing projects before creating a new project. Results are paginated. API summary: Get Project Phases.
search_quote_documentsSearch documents for a quote by search, itemid, folderid, datefrom, dateto or idfrom. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get Quote Files.
search_quote_foldersSearch folders for a quote by search, idfrom, idto, id, divisionid or sortby. Use this to find existing folders before creating a new folder. Results are paginated. API summary: Get Quote Folders.
search_quote_productsSearch products for a quote by search, phaseid, parentid, itemtypeid, sortby or sortorder. Use this to find existing products before creating a new product. Results are paginated. API summary: Get Quote Items.
search_quotesSearch quotes by `q`, `title` or `number`, or filter by `companyid`, `projectid`, `status` or quoted date range.
search_quotes_getSearch quotes for a quote by search, parentid, sortby, sortorder or includetotalrows. Use this to find existing quotes before creating a new quote. Results are paginated. API summary: Get Quote Phases.
search_requestsSearch requests by title, number, q, qfields, qlimit or status. Use this to find existing requests before creating a new request. Results are paginated. API summary: Get Requests.
search_teamsSearch teams by search, sortby, sortorder or includetotalrows. Use this to find existing teams before creating a new team. Results are paginated. API summary: Get Teams.
search_templateitemsSearch templateitems by search, templateid, phaseid, parentid, itemtypeid or sortby. Use this to find existing templateitems before creating a new templateitem. Results are paginated. API summary: Get Template Items.
search_templatephasesSearch templatephases by search, templateid, parentid, sortby, sortorder or includetotalrows. Use this to find existing templatephases before creating a new templatephase. Results are paginated. API summary: Get Template Phases.
search_time_recordsList time records, filtered by `projectid`, `itemid`, `companyid`, `contacts`, `billable` or a tracked date range (`trackedfrom`, `trackedto`).
start_timerChanges dataStart the running timer for the connected user on a project item (`itemid`).
stop_timerChanges dataStop the connected user's running timer and save the time, optionally with `notes`.
submit_invoiceVisible to othersClone a invoice (invoiceid). Has effects visible outside this system. API summary: Clone Invoice.
submit_productVisible to othersClone a product. Has effects visible outside this system. API summary: Clone Items.
submit_projectVisible to othersClone a project (projectid). Has effects visible outside this system. API summary: Clone Project.
submit_quoteVisible to othersClone a quote (quoteid). Has effects visible outside this system. API summary: Clone Quote.
update_categoryChanges dataUpdate an existing category identified by categoryid. API summary: Update Item Category.
update_companiesVisible to othersUpdate an existing company identified by companyid. Has effects visible outside this system. API summary: Update Company Tags.
update_companyChanges dataUpdate a company by `companyid`: name, email, phone, website or type. Only the fields you pass change.
update_company_addressChanges dataUpdate an existing address identified by locationid. API summary: (Company Locations) Update a Company Location.
update_company_messageChanges dataUpdate an existing message identified by noteid. API summary: Update Company Note.
update_contactChanges dataUpdate a contact by `contactid`: name, email, phones, address, title or company. Only the fields you pass change.
update_contact_messageChanges dataUpdate an existing message identified by noteid. API summary: Update Contact Note.
update_contact_projectsVisible to othersUpdate an existing project identified by contactid. Has effects visible outside this system. API summary: Add Contact to Projects.
update_contact_tagChanges dataUpdate an existing contact identified by tagid. API summary: Update Contact Tag.
update_contact_tagsVisible to othersUpdate an existing contact identified by contactid. Has effects visible outside this system. API summary: Update Contact Tags.
update_contactsVisible to othersUpdate an existing contact identified by contactid. Has effects visible outside this system. API summary: Update Contact Groups.
update_customfieldChanges dataUpdate an existing customfield identified by customfieldid. API summary: Update Project Custom Field.
update_customfieldoptionChanges dataUpdate an existing customfieldoption identified by optionid. API summary: Update Project Custom Field Option.
update_divisionChanges dataUpdate an existing division identified by divisionid. API summary: Update Division.
update_folderChanges dataUpdate an existing folder identified by folderid. API summary: Update Custom Folder.
update_groupChanges dataUpdate an existing contact identified by groupid. API summary: Update Group.
update_invoiceChanges dataUpdate an existing invoice identified by phaseid. API summary: Update Invoice Phase.
update_invoice_ordersVisible to othersUpdate an existing order identified by invoiceid. Has effects visible outside this system. API summary: Reorder Invoice.
update_invoice_phaseChanges dataUpdate an existing invoice identified by phaseid. API summary: Update Invoice Phase.
update_invoice_productChanges dataUpdate an existing product identified by itemid. API summary: Update Invoice Item.
update_invoice_putChanges dataUpdate an existing invoice identified by invoiceid. API summary: Update Invoice.
update_invoice_work_stageVisible to othersUpdate an existing invoice identified by invoiceid. Has effects visible outside this system. API summary: Update Invoice Work Stage.
update_invoicesVisible to othersUpdate an existing invoice. Has effects visible outside this system. API summary: Bulk Update Invoice Phases.
update_messageChanges dataUpdate an existing message identified by messageid. API summary: Update Message.
update_movesVisible to othersUpdate an existing move. Has effects visible outside this system. API summary: Move Files.
update_productChanges dataUpdate an existing product identified by itemid. API summary: Update Invoice Item.
update_product_ordersVisible to othersUpdate an existing order identified by itemid. Has effects visible outside this system. API summary: Reorder Invoice Item.
update_product_workstagesVisible to othersUpdate an existing workstage identified by itemid. Has effects visible outside this system. API summary: Update Project Item Work Stage.
update_productsVisible to othersUpdate an existing product. Has effects visible outside this system. API summary: Bulk Update Invoice Items.
update_projectChanges dataUpdate a project by `projectid`: title, dates, description, company, manager, category or priority. Only the fields you pass change.
update_project_bookmarkChanges dataUpdate an existing project identified by bookmarkid. API summary: Update Project Bookmark.
update_project_contactsVisible to othersUpdate an existing contact identified by projectid. Has effects visible outside this system. API summary: Update Project Contacts.
update_project_custom_field_valueChanges dataUpdate an existing project identified by customfieldid. API summary: Update Project Custom Field Value.
update_project_itemChanges dataUpdate an item (task) in a project by `projectid` and `itemid`: name, description, dates, priority or assignees.
update_project_ordersVisible to othersUpdate an existing order identified by projectid. Has effects visible outside this system. API summary: Reorder Project.
update_project_phaseChanges dataUpdate an existing project identified by phaseid. API summary: Update Project Phase.
update_project_project_noteChanges dataUpdate an existing project identified by noteid. API summary: Update Project Project Note.
update_project_reactivatesVisible to othersUpdate an existing reactivate identified by projectid. Has effects visible outside this system. API summary: Reactivate Project.
update_project_settingsVisible to othersUpdate an existing project identified by projectid. Has effects visible outside this system. API summary: Update Project Settings.
update_project_work_stageVisible to othersUpdate an existing project identified by projectid. Has effects visible outside this system. API summary: Update Project Work Stage.
update_projectnoteChanges dataUpdate an existing projectnote identified by noteid. API summary: Update Project Note.
update_projectsVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Bulk Adjust Invoice Phase Dates.
update_projects_2Visible to othersUpdate an existing project identified by projectid. Has effects visible outside this system. API summary: Adjust Project Dates.
update_projects_putVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Bulk Update Projects.
update_quoteChanges dataUpdate an existing quote identified by quoteid. API summary: Update Quote.
update_quote_ordersVisible to othersUpdate an existing order identified by quoteid. Has effects visible outside this system. API summary: Reorder Quote.
update_quote_phaseChanges dataUpdate an existing quote identified by phaseid. API summary: Update Quote Phase.
update_quote_productChanges dataUpdate an existing product identified by itemid. API summary: Update Quote Item.
update_quote_work_stageVisible to othersUpdate an existing quote identified by quoteid. Has effects visible outside this system. API summary: Update Quote Work Stage.
update_quotesVisible to othersUpdate an existing quote. Has effects visible outside this system. API summary: Bulk Update Quotes.
update_ratesVisible to othersUpdate an existing rate. Has effects visible outside this system. API summary: Update Time Log Rate.
update_requestChanges dataUpdate an existing request identified by requestid. API summary: Update Request.
update_request_budgetsVisible to othersUpdate an existing budget identified by requestid. Has effects visible outside this system. API summary: Set Request Budget.
update_request_workstagesVisible to othersUpdate an existing workstage identified by requestid. Has effects visible outside this system. API summary: Update Request Work Stage.
update_roleDeletesUpdate an existing contact identified by roleid. Destructive action; may require approval. API summary: Update Role.
update_teamChanges dataUpdate an existing team identified by teamid. API summary: Update Team.
update_template_phaseChanges dataUpdate an existing phase identified by phaseid. API summary: Update Template Phase.
update_templatephaseChanges dataUpdate an existing templatephase identified by phaseid. API summary: Update Template Phase.
update_timeChanges dataUpdate an existing time identified by timeid. API summary: Update Time Record.
update_time_log_contactVisible to othersUpdate an existing contact. Has effects visible outside this system. API summary: Update Time Log Contact.
update_time_log_invoice_itemVisible to othersUpdate an existing invoice. Has effects visible outside this system. API summary: Update Time Log Invoice Item.
update_timeallocationChanges dataUpdate an existing timeallocation identified by timeallocationid. API summary: Update Time Allocation.
update_timeallocationsVisible to othersUpdate an existing timeallocation. Has effects visible outside this system. API summary: Update Time Allocations (batch).
update_uninvoicesVisible to othersUpdate an existing uninvoice. Has effects visible outside this system. API summary: Un-Invoice Time Logs.
update_webhookDeletesUpdate an existing webhook identified by webhookid. Destructive action; may require approval. API summary: Update Webhook.
update_workstagesVisible to othersUpdate an existing workstage. Has effects visible outside this system. API summary: Bulk Update Project Item Work Stage.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose ProWorkflow Nexus from the app list.
2
Paste your key
Paste your ProWorkflow API key. It has the format xxxx-xxxx-xxxx-xxxx-PWFxxxx. Only staff users have access to API keys. If you cannot find yours in your account, ask ProWorkflow support.
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 ProWorkflow Nexus?

It can search and read projects, tasks, companies, contacts, quotes, invoices, time records and project messages, and list overdue projects. It can create and update projects, tasks, companies and contacts, post project messages, start and stop your timer, log time and mark tasks or projects complete.

Does the AI see my ProWorkflow Nexus credentials?

No. Your ProWorkflow API key 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 with lookups only. Posting a project message notifies the recipients, and completing tasks or a project changes their status for your whole team, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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 ProWorkflow account.

How much access does the API key give?

The ProWorkflow API key gives account-level access with no permission restrictions. That makes the tools you switch on in HeyMyApps the real limit on what the AI can do. Start with the lookup tools and add write tools when you need them.