Use this complete reference to understand every tool currently available through the Moxie MCP Server and learn how to ask a connected AI assistant for the result you want.

Open MCP settings in Moxie

You do not need to memorize or type a tool name. Ask in normal language and give the assistant the names, dates, client, project, or other context that identifies the right record. The tool names below are included so you can understand exactly what the connector can do and troubleshoot a client that asks you to approve a particular action.

Workspace owners can review MCP connections and tool activity from Moxie settings.

This guide covers all 224 tools in the current catalog. Availability still depends on the connected Moxie user's role, feature access, and record permissions.

Check the connection, find records safely, load workflow guidance, inspect workspace settings, and review the dashboard.

What it does: Check the MCP connection: returns the connected workspace, user, role, and granted scopes. Use to diagnose auth or permission problems.

Example prompt: “Check my Moxie connection and tell me which workspace, user, role, and permissions are active.”

What it does: List workflow guides for this CRM: step-by-step instructions for multi-tool jobs (billing, scheduling, sales, delivery). Filter by tool name or category. Read a guide before unfamiliar workflows.

Example prompt: “Show me the Moxie workflow guides that can help me turn tracked time into an invoice.”

What it does: Get one workflow guide by ID (from playbooks_list). Returns markdown instructions: required inputs, safe ordering, confirmation rules, and error recovery for that workflow.

Example prompt: “Open the time-to-invoice Moxie playbook and follow its safe sequence with me.”

What it does: Search the workspace by name or keyword across clients, contacts, projects, tasks, invoices, agreements, opportunities, tickets, meetings, forms, and files. Use this first to resolve any name to a record ID — never guess IDs.

Example prompt: “Find Acme Studio across my Moxie clients, contacts, projects, invoices, and files. Do not guess if more than one record matches.”

What it does: Get workspace (business account) details: company name, address, currency, time zone, tax ID, website, branding URLs.

Example prompt: “Show me my Moxie workspace business details, default currency, time zone, and branding links.”

What it does: Update workspace business details: company name, address, country, default currency, time zone, tax ID, website, phone. Owner only; null fields are left unchanged.

Example prompt: “Change my workspace phone number to 555-0100. Show me the exact change before you save it.”

What it does: Get the current user's ranked Respond, Deliver, and Grow dashboard feeds, optionally limited to selected lanes.

Example prompt: “Show me today's Respond, Deliver, and Grow priorities from my Moxie dashboard.”

What it does: Get the current user's ranked Needs Attention feed across money, work, inbox, and automations.

Example prompt: “What needs my attention in Moxie right now across money, work, inbox, and automations?”

What it does: Get project configuration: project types with their ordered task status lists (needed to pick a valid statusId when creating or moving tasks).

Example prompt: “Show me project configuration: project types with their ordered task status lists (needed to pick a valid statusId when creating or moving tasks).”

What it does: Get sales pipeline configuration: ordered stages with IDs and types (New, InProgress, ClosedWon, ClosedLost). Needed to pick a statusId for opportunities (deals).

Example prompt: “Show me sales pipeline configuration: ordered stages with IDs and types (New, InProgress, ClosedWon, ClosedLost).”

What it does: Get help-desk configuration: ticket types with their status lists and email templates. Needed to pick ticketTypeId and valid statuses for tickets.

Example prompt: “Show me help-desk configuration: ticket types with their status lists and email templates.”

What it does: Get client and contact custom-field definitions, so customValues keys can be read and written correctly.

Example prompt: “Show me client and contact custom-field definitions, so customValues keys can be read and written correctly.”

What it does: List workspace team members (users) with IDs, names, emails, and roles. Needed to resolve assignee and owner user IDs for tasks, tickets, projects, and meetings.

Example prompt: “Show me workspace team members (users) with IDs, names, emails, and roles.”

Manage client companies, prospects, people, notes, and activity while keeping every record connected to the right client.

What it does: List clients and prospects (companies/customers) with archive filter and name/website/phone search. Returns IDs for use in every client-scoped tool.

Example prompt: “Show me clients and prospects (companies/customers) with archive filter and name/website/phone search.”

What it does: Get one client's full profile: type (Client or Prospect), address, billing settings, currency, lead source, custom fields.

Example prompt: “Show me the client's full profile: type (Client or Prospect), address, billing settings, currency, lead source, custom fields.”

What it does: Create a client or prospect (new customer/company) with profile fields and an optional first note. Also the way to record a new lead as a company.

Example prompt: “Create a client or prospect (new customer/company) with profile fields and an optional first note. Ask for any missing details before you save the change.”

What it does: Update a client's profile fields; set archived true/false to archive or restore the client. Null fields unchanged; clearFields empties listed fields.

Example prompt: “Update a client's profile fields; set archived true/false to archive or restore the client. Ask for any missing details before you save the change.”

What it does: Permanently delete a client AND everything under it: projects, tasks, files, contacts, notes, submissions. Refused while invoices, agreements, tickets, or time entries exist. Irreversible — archive instead unless certain.

Example prompt: “Delete a client AND everything under it: projects, tasks, files, contacts, notes, submissions. Explain the effect and ask me to confirm before you proceed.”

What it does: List a client's activity feed (timeline/history): invoices, payments, projects, tasks, meetings, agreements, tickets, filtered by type, source, date, or text.

Example prompt: “Show me a client's activity feed (timeline/history): invoices, payments, projects, tasks, meetings, agreements, tickets, filtered by type, source, date, or text.”

What it does: List recent activity across every accessible client in the workspace, filtered by type, source, date, or text, without querying each module separately.

Example prompt: “Show me recent activity across all clients I can access, newest first.”

What it does: List notes on a client (optionally scoped to a project): free-form internal notes kept on the client record.

Example prompt: “Show me notes on a client (optionally scoped to a project): free-form internal notes kept on the client record.”

What it does: Get one client note's full text.

Example prompt: “Show me the client note's full text.”

What it does: Add a note to a client record (Markdown or HTML) — meeting notes, call summaries, internal context.

Example prompt: “Add a note to a client record (Markdown or HTML) — meeting notes, call summaries, internal context. Ask for any missing details before you save the change.”

What it does: Edit an existing client note's text or format.

Example prompt: “Edit an existing client note's text or format. Ask for any missing details before you save the change.”

What it does: Permanently delete a client note. Not recoverable.

Example prompt: “Delete a client note. Explain the effect and ask me to confirm before you proceed.”

What it does: List contacts (people) across the workspace or for one client, searchable by name, email, or phone. Contacts are the humans at client companies.

Example prompt: “Show me contacts (people) across the workspace or for one client, searchable by name, email, or phone.”

What it does: Get one contact's details: name, role, email, phone/mobile, portal access, invoice/default flags, custom fields.

Example prompt: “Show me the contact's details: name, role, email, phone/mobile, portal access, invoice/default flags, custom fields.”

What it does: Create a contact (person) — optionally linked to a client, with email/phone and role flags. Setting portalAccess true lets them sign in to the client portal.

Example prompt: “Create a contact (person) — optionally linked to a client, with email/phone and role flags. Ask for any missing details before you save the change.”

What it does: Update a contact's details. clientId with empty value via clearFields unlinks from the client. portalAccess grants or revokes client-portal sign-in.

Example prompt: “Update a contact's details. clientId with empty value via clearFields unlinks from the client. portalAccess grants or revokes client-portal sign-in. Ask for any missing details before you save the change.”

What it does: Permanently delete a contact and remove them from email audiences. Not recoverable.

Example prompt: “Delete a contact and remove them from email audiences. Explain the effect and ask me to confirm before you proceed.”

Review sent email history, maintain reusable recipient lists, preview campaign audiences, and cancel scheduled bulk sends.

What it does: List sent or scheduled email history (delivery log) with date and type filters. Shows what the system emailed clients: invoices, agreements, notifications, campaigns.

Example prompt: “Show me sent or scheduled email history (delivery log) with date and type filters.”

What it does: Get one sent email's full content: subject, body, recipients, attachments list.

Example prompt: “Show me the sent email's full content: subject, body, recipients, attachments list.”

What it does: List email audiences (mailing lists / recipient lists) with member and unsubscribe counts. Used for bulk email campaigns.

Example prompt: “Show me email audiences (mailing lists / recipient lists) with member and unsubscribe counts.”

What it does: Get one email audience's details and counts.

Example prompt: “Show me the email audience's details and counts.”

What it does: List the members of an email audience (capped at 100 rows with a total).

Example prompt: “Show me the members of an email audience (capped at 100 rows with a total).”

What it does: Create an email audience (mailing list) for bulk campaigns.

Example prompt: “Create an email audience (mailing list) for bulk campaigns. Ask for any missing details before you save the change.”

What it does: Rename an email audience or change its description.

Example prompt: “Rename an email audience or change its description. Ask for any missing details before you save the change.”

What it does: Add a member to an email audience by email address or existing contact ID.

Example prompt: “Add a member to an email audience by email address or existing contact ID. Ask for any missing details before you save the change.”

What it does: Remove a member from an email audience.

Example prompt: “Remove a member from an email audience. Ask for any missing details before you save the change.”

What it does: Permanently delete an email audience (the contacts themselves are kept).

Example prompt: “Delete an email audience (the contacts themselves are kept). Explain the effect and ask me to confirm before you proceed.”

What it does: List bulk email campaigns (mass sends/newsletters) with status: draft, scheduled, sending, sent.

Example prompt: “Show me bulk email campaigns (mass sends/newsletters) with status: draft, scheduled, sending, sent.”

What it does: Get one bulk email campaign's status and delivery summary.

Example prompt: “Show me the bulk email campaign's status and delivery summary.”

What it does: Preview who a bulk email would reach: eligible and suppressed counts for a list, all clients, or all prospects. Sending is not available via MCP.

Example prompt: “Preview who would receive my upcoming client newsletter and explain how many recipients would be suppressed. Do not send it.”

What it does: Cancel a scheduled bulk email before it sends. Only works while still scheduled.

Example prompt: “Cancel the scheduled August newsletter before it sends. Confirm the campaign and scheduled time with me first.”

Work with agreements, legacy proposals, opportunities, opportunity to-dos, linked sales activity, and reusable products or services.

What it does: List the products and services catalog (reusable line items with rates) searchable by name or description.

Example prompt: “Show me the products and services catalog (reusable line items with rates) searchable by name or description.”

What it does: Get one product/service: rate, billing type (fixed/hourly/deposit), tax setting, per-currency rates.

Example prompt: “Show me the product/service: rate, billing type (fixed/hourly/deposit), tax setting, per-currency rates.”

What it does: Create a reusable product or service for invoices, agreements, and proposals: name, description, rate, hourly/fixed, taxable.

Example prompt: “Create a reusable product or service for invoices, agreements, and proposals: name, description, rate, hourly/fixed, taxable. Ask for any missing details before you save the change.”

What it does: Update a product/service. Existing documents keep their embedded snapshot; changes affect future use only.

Example prompt: “Update a product/service. Ask for any missing details before you save the change.”

What it does: Permanently delete a product from the catalog. Documents that already used it keep their copy.

Example prompt: “Delete a product from the catalog. Explain the effect and ask me to confirm before you proceed.”

What it does: List agreements (contracts for e-signature) by client and status: Draft, Sent, Signed, Fully Executed, Declined, Void.

Example prompt: “Show me agreements (contracts for e-signature) by client and status: Draft, Sent, Signed, Fully Executed, Declined, Void.”

What it does: Get one agreement: structure summary, settings, styles, signers with signature state, event history.

Example prompt: “Show me the agreement: structure summary, settings, styles, signers with signature state, event history.”

What it does: Create a draft agreement (contract) for a client, optionally linked to an opportunity, with named signers (client and internal).

Example prompt: “Create a draft agreement (contract) for a client, optionally linked to an opportunity, with named signers (client and internal). Ask for any missing details before you save the change.”

What it does: Update a draft agreement's name, settings, styles, or signers. Requires expectedDocumentVersion for conflict-safe saves; signers are replaced wholesale.

Example prompt: “Update a draft agreement's name, settings, styles, or signers. Ask for any missing details before you save the change.”

What it does: Clone an agreement into a new draft for a client. newClientId is always required, even for a same-client clone.

Example prompt: “Clone an agreement into a new draft for a client. newClientId is always required, even for a same-client clone.”

What it does: Return a finalized agreement to editable draft. WARNING: any partial client signatures are permanently cleared. Blocked once fully executed.

Example prompt: “Return a finalized agreement to editable draft. Explain the effect and ask me to confirm before you proceed.”

What it does: Finalize an agreement for signing: locks content, requires all internal signers signed, schedules signature reminders to clients.

Example prompt: “Finalize an agreement for signing: locks content, requires all internal signers signed, schedules signature reminders to clients. Explain the effect and ask me to confirm before you proceed.”

What it does: Void an agreement (cancel it). Resets client signature state and stops reminders. Blocked once fully executed.

Example prompt: “Void an agreement (cancel it). Explain the effect and ask me to confirm before you proceed.”

What it does: Email an agreement's signing link to recipients (max 20 total incl. cc/bcc), with subject and HTML body. Optionally schedule for later.

Example prompt: “Email an agreement's signing link to recipients (max 20 total incl. cc/bcc), with subject and HTML body. Explain the effect and ask me to confirm before you proceed.”

What it does: List legacy proposals (read-only; superseded by agreements) by client and status: Draft, Sent, Signed, Fully Executed, Declined, Void, Archived.

Example prompt: “Show me legacy proposals (read-only; superseded by agreements) by client and status: Draft, Sent, Signed, Fully Executed, Declined, Void, Archived.”

What it does: Get one legacy proposal (read-only): status, structure summary, signer state. Proposals cannot be created or edited via MCP — use agreements.

Example prompt: “Show me the legacy proposal (read-only): status, structure summary, signer state.”

What it does: List sales opportunities (deals/leads in the pipeline) with client, archive, and text filters.

Example prompt: “Show me sales opportunities (deals/leads in the pipeline) with client, archive, and text filters.”

What it does: Get one opportunity (deal): stage, value, sentiment, close dates, to-dos, linked records, lead form data.

Example prompt: “Show me the opportunity (deal): stage, value, sentiment, close dates, to-dos, linked records, lead form data.”

What it does: Create an opportunity (deal/lead) in a pipeline stage (statusId from pipeline_settings_get), with value, time period, sentiment (0-4), and optional client.

Example prompt: “Create an opportunity (deal/lead) in a pipeline stage (statusId from pipeline_settings_get), with value, time period, sentiment (0-4), and optional client. Ask for any missing details before you save the change.”

What it does: Update an opportunity: move pipeline stage via statusId (winning/losing = moving to a ClosedWon/ClosedLost stage), edit value, dates, assignees; set archived true/false to archive or restore.

Example prompt: “Update an opportunity: move pipeline stage via statusId (winning/losing = moving to a ClosedWon/ClosedLost stage), edit value, dates, assignees; set archived true/false to archive or restore. Ask for any missing details before you save the change.”

What it does: List an opportunity's to-do checklist items.

Example prompt: “Show me an opportunity's to-do checklist items.”

What it does: Replace an opportunity's to-do list in one call: keep items by todoId, add new ones without an ID, and drop the rest. Ordered as given.

Example prompt: “Replace an opportunity's to-do list in one call: keep items by todoId, add new ones without an ID, and drop the rest. Ask for any missing details before you save the change.”

What it does: Link one record (meeting, form submission, agreement, etc.) into an opportunity's activity workflow, replacing any existing link of that type; clearFields removes a link.

Example prompt: “Link the signed Acme agreement to the Acme opportunity activity.”

What it does: Convert an opportunity into a new client (won deal → customer): creates the client from the deal's info and relinks records. Always creates a new client.

Example prompt: “Convert the won Acme opportunity into a new client and relink its related records. Explain what will be created first.”

Build form templates, prepare and send client form requests, and review or export submitted responses.

What it does: List form templates (public forms / lead-capture forms built in Moxie) with archive filter and name search.

Example prompt: “Show me form templates (public forms / lead-capture forms built in Moxie) with archive filter and name search.”

What it does: Get one form template: field schema, confirmation settings, pipeline/ticket routing, public-link state.

Example prompt: “Show me the form template: field schema, confirmation settings, pipeline/ticket routing, public-link state.”

What it does: Create a form template (lead capture, questionnaire, request form) with a field schema, confirmation email/redirect, and optional routing into the pipeline or help desk.

Example prompt: “Create a form template (lead capture, questionnaire, request form) with a field schema, confirmation email/redirect, and optional routing into the pipeline or help desk. Ask for any missing details before you save the change.”

What it does: Update a form template's definition. Changes publish live to the public link. Set archived true to disable the public link, false to restore.

Example prompt: “Update a form template's definition. Ask for any missing details before you save the change.”

What it does: Permanently delete a form template. Existing submissions are kept.

Example prompt: “Delete a form template. Explain the effect and ask me to confirm before you proceed.”

What it does: List form requests: forms that were (or will be) sent to specific clients to fill out, with client and archive filters.

Example prompt: “Show me form requests: forms that were (or will be) sent to specific clients to fill out, with client and archive filters.”

What it does: Get one form request: recipient, subject, email body, linked form and opportunity, sent state.

Example prompt: “Show me the form request: recipient, subject, email body, linked form and opportunity, sent state.”

What it does: Create a draft form request: pick a form template and a client to send it to. Nothing is emailed until form_requests_send.

Example prompt: “Create a draft form request: pick a form template and a client to send it to. Ask for any missing details before you save the change.”

What it does: Update a draft form request's subject, email body, cc/bcc, or linked opportunity.

Example prompt: “Update a draft form request's subject, email body, cc/bcc, or linked opportunity. Ask for any missing details before you save the change.”

What it does: Archive a form request. One-way: archived requests cannot be unarchived.

Example prompt: “Archive a form request.”

What it does: Permanently delete a form request.

Example prompt: “Delete a form request. Explain the effect and ask me to confirm before you proceed.”

What it does: Email a form request to the client (one recipient + cc/bcc, max 20 total) with a link to fill out the form. Optionally schedule for later.

Example prompt: “Email a form request to the client (one recipient + cc/bcc, max 20 total) with a link to fill out the form. Explain the effect and ask me to confirm before you proceed.”

What it does: List form submissions (responses/answers received from public forms and form requests) with form, client, archive, and date filters.

Example prompt: “Show me form submissions (responses/answers received from public forms and form requests) with form, client, archive, and date filters.”

What it does: Get one form submission's full answers, attached files, notes, and AI summary.

Example prompt: “Show me the form submission's full answers, attached files, notes, and AI summary.”

What it does: Create a temporary XLSX export of one form's submissions; returns a short-lived download URL.

Example prompt: “Export all submissions for the New Client Intake form to Excel and give me the temporary download link.”

What it does: Update a submission's review fields: notes, summary, private flag, linked client; set archived true/false to archive or restore. clearFields(clientId) unlinks the client.

Example prompt: “Update a submission's review fields: notes, summary, private flag, linked client; set archived true/false to archive or restore. clearFields(clientId) unlinks the client. Ask for any missing details before you save the change.”

What it does: Permanently delete a form submission and its answers.

Example prompt: “Delete a form submission and its answers. Explain the effect and ask me to confirm before you proceed.”

Manage project delivery, tasks, subtasks, checklists, comments, dependencies, and recurring task schedules.

What it does: List projects (client engagements/jobs) with active/completed filter and name search.

Example prompt: “Show me projects (client engagements/jobs) with active/completed filter and name search.”

What it does: Get one project: description, dates, color, owners, client-portal access level, custom fields.

Example prompt: “Show me the project: description, dates, color, owners, client-portal access level, custom fields.”

What it does: Summarize a project's related records: invoices, time worked, expenses, opportunities, source document, files. Use for project health/status questions.

Example prompt: “Summarize Project Atlas, including invoices, time, expenses, opportunities, source documents, and files.”

What it does: List a project's activity feed (timeline of tasks, comments, files, invoices) with type, date, and text filters.

Example prompt: “Show me a project's activity feed (timeline of tasks, comments, files, invoices) with type, date, and text filters.”

What it does: Create a project for a client: name, type, dates, description, color, owners, portal visibility.

Example prompt: “Create a project for a client: name, type, dates, description, color, owners, portal visibility. Ask for any missing details before you save the change.”

What it does: Update a project's fields. Null unchanged; clearFields empties listed fields. Does not complete or reopen — use projects_complete / projects_reopen.

Example prompt: “Update a project's fields. Ask for any missing details before you save the change.”

What it does: Mark a project complete (finish/close/archive it). Fires project-completion automations and notifications, which may email people. RENAMED from projects_archive.

Example prompt: “Mark a project complete (finish/close/archive it). Explain the effect and ask me to confirm before you proceed.”

What it does: Reopen a completed project back to active.

Example prompt: “Reopen a completed project back to active.”

What it does: List tasks (to-dos/work items/deliverables) across the workspace or per project, filtered by client, status, assignee, archive state, or text.

Example prompt: “Show me tasks (to-dos/work items/deliverables) across the workspace or per project, filtered by client, status, assignee, archive state, or text.”

What it does: Get one task: status, dates, assignees, priority, description, parent/subtask linkage, ticket link, custom fields.

Example prompt: “Show me the task: status, dates, assignees, priority, description, parent/subtask linkage, ticket link, custom fields.”

What it does: Create a task in a project with a valid statusId (from project_settings_get), dates, assignees, priority; optionally as a subtask via parentTaskId. May notify assignees or request client approval.

Example prompt: “Create a task in a project with a valid statusId (from project_settings_get), dates, assignees, priority; optionally as a subtask via parentTaskId. Ask for any missing details before you save the change.”

What it does: Update a task: fields, assignees, archive state, AND status moves via statusId (completing a task = moving it to a completed status). May notify assignees or request client approval.

Example prompt: “Update a task: fields, assignees, archive state, AND status moves via statusId (completing a task = moving it to a completed status). Ask for any missing details before you save the change.”

What it does: Duplicate a task (and its subtasks) into a fresh copy in the same project.

Example prompt: “Duplicate a task (and its subtasks) into a fresh copy in the same project.”

What it does: Delete a task and its subtasks. Recoverable for about 5 minutes via tasks_restore, then permanent.

Example prompt: “Delete a task and its subtasks. Explain the effect and ask me to confirm before you proceed.”

What it does: Restore a task deleted in the last ~5 minutes (undo delete). Task dependencies are not restored.

Example prompt: “Restore a task deleted in the last ~5 minutes (undo delete). Ask for any missing details before you save the change.”

What it does: List a task's direct subtasks.

Example prompt: “Show me a task's direct subtasks.”

What it does: List a task's checklist items (in-task to-do steps) with completion state.

Example prompt: “Show me a task's checklist items (in-task to-do steps) with completion state.”

What it does: Replace a task's checklist in one call: keep items by itemId (preserves completion), add new items without an ID, drop the rest. Ordered as given. Fires task update hooks.

Example prompt: “Replace a task's checklist in one call: keep items by itemId (preserves completion), add new items without an ID, drop the rest. Ask for any missing details before you save the change.”

What it does: List a task's comments, newest first (max 100 with truncation metadata).

Example prompt: “Show me a task's comments, newest first (max 100 with truncation metadata).”

What it does: Add a comment to a task. Public comments can notify assigned or @-mentioned portal contacts by email; private comments never notify clients.

Example prompt: “Add a comment to a task. Ask for any missing details before you save the change.”

What it does: Edit a task comment's text, format, or privacy. Only the author (or the account owner) may edit. Omitted privacy is preserved.

Example prompt: “Edit a task comment's text, format, or privacy. Ask for any missing details before you save the change.”

What it does: Permanently delete a task comment.

Example prompt: “Delete a task comment. Explain the effect and ask me to confirm before you proceed.”

What it does: List a project's task dependencies (blocked-by/blocks relationships) and current blockage.

Example prompt: “Show me a project's task dependencies (blocked-by/blocks relationships) and current blockage.”

What it does: Inspect one task's dependency chain within its project: what blocks it and what it blocks.

Example prompt: “Show me everything blocking the Launch website task and everything that task blocks.”

What it does: Create a dependency between two tasks in the same project (predecessor blocks successor) with a blocking rule and optional lag days. Cycles are rejected.

Example prompt: “Create a dependency between two tasks in the same project (predecessor blocks successor) with a blocking rule and optional lag days. Ask for any missing details before you save the change.”

What it does: Change a task dependency's blocking rule type.

Example prompt: “Change a task dependency's blocking rule type. Ask for any missing details before you save the change.”

What it does: Delete a task dependency.

Example prompt: “Delete a task dependency. Explain the effect and ask me to confirm before you proceed.”

What it does: List recurring tasks (repeating task schedules) with client, project, and enabled filters.

Example prompt: “Show me recurring tasks (repeating task schedules) with client, project, and enabled filters.”

What it does: Get one recurring task schedule: cadence, next run, task template.

Example prompt: “Show me the recurring task schedule: cadence, next run, task template.”

What it does: Pause a recurring task so no further tasks generate. Reversible.

Example prompt: “Pause a recurring task so no further tasks generate. Ask for any missing details before you save the change.”

What it does: Resume a paused recurring task; generation restarts from the recomputed next run and new tasks may notify assignees.

Example prompt: “Resume a paused recurring task; generation restarts from the recomputed next run and new tasks may notify assignees. Ask for any missing details before you save the change.”

Review and export time entries, add or correct tracked time, and control the current user's live timer.

What it does: List time entries (tracked/billable hours, timesheets) by user, date range, client, project, task, or ticket. Defaults to the last 30 days.

Example prompt: “Show me time entries (tracked/billable hours, timesheets) by user, date range, client, project, task, or ticket.”

What it does: Get one time entry: start/end, duration, notes, billable flag, what it's linked to, invoice state.

Example prompt: “Show me the time entry: start/end, duration, notes, billable flag, what it's linked to, invoice state.”

What it does: Create a temporary XLSX or PDF export of selected time entries (timesheet report); returns a short-lived download URL.

Example prompt: “Export this month's time for Acme Studio to Excel and give me the temporary download link.”

What it does: Log time manually (add a time entry): start and end, notes, billable flag, linked client/project/task or ticket.

Example prompt: “Log time manually (add a time entry): start and end, notes, billable flag, linked client/project/task or ticket. Ask for any missing details before you save the change.”

What it does: Update a time entry. Entries already on an invoice cannot be changed. Project and ticket links are mutually exclusive.

Example prompt: “Update a time entry. Ask for any missing details before you save the change.”

What it does: Permanently delete a time entry. Invoiced entries cannot be deleted.

Example prompt: “Delete a time entry. Explain the effect and ask me to confirm before you proceed.”

What it does: Get the user's current running timer (live stopwatch), if any: elapsed time and what it's tracking against.

Example prompt: “Show me the user's current running timer (live stopwatch), if any: elapsed time and what it's tracking against.”

What it does: Start the user's timer (live time tracking/stopwatch) against an optional client, project, task, or ticket. If a timer is already running it is returned unchanged with outcome already_running.

Example prompt: “Start the user's timer (live time tracking/stopwatch) against an optional client, project, task, or ticket. Ask for any missing details before you save the change.”

What it does: Pause the current running timer.

Example prompt: “Pause the current running timer. Ask for any missing details before you save the change.”

What it does: Resume the paused timer.

Example prompt: “Resume the paused timer. Ask for any missing details before you save the change.”

What it does: Stop the timer and save the tracked time as a billable time entry.

Example prompt: “Stop the timer and save the tracked time as a billable time entry. Ask for any missing details before you save the change.”

What it does: Discard the running timer WITHOUT saving — the tracked time is lost permanently.

Example prompt: “Discard the running timer WITHOUT saving — the tracked time is lost permanently. Explain the effect and ask me to confirm before you proceed.”

Review the merged calendar, maintain native Moxie events and booking links, check availability, and manage appointments.

What it does: List the user's merged calendar/schedule for a date range (max 92 days): Moxie events, task dates, meetings, plus connected Google/Microsoft/Apple calendars. Use for "what's on my calendar" questions.

Example prompt: “What is on my calendar next week, including Moxie work and connected calendars?”

What it does: List the user's native Moxie calendar events (events created in Moxie, not synced external ones) for a date range.

Example prompt: “Show me the user's native Moxie calendar events (events created in Moxie, not synced external ones) for a date range.”

What it does: Get one native calendar event's details.

Example prompt: “Show me the native calendar event's details.”

What it does: Create a calendar event (appointment/block/reminder) on the user's Moxie calendar with date/time, timezone, all-day flag, busy state, and reminder.

Example prompt: “Create a calendar event (appointment/block/reminder) on the user's Moxie calendar with date/time, timezone, all-day flag, busy state, and reminder. Ask for any missing details before you save the change.”

What it does: Update a native calendar event. Null unchanged; clearFields empties description or location.

Example prompt: “Update a native calendar event. Ask for any missing details before you save the change.”

What it does: Permanently delete a native calendar event.

Example prompt: “Delete a native calendar event. Explain the effect and ask me to confirm before you proceed.”

What it does: List meeting types (booking links/schedulers — like Calendly links) with active filter.

Example prompt: “Show me meeting types (booking links/schedulers — like Calendly links) with active filter.”

What it does: Get one meeting type: public booking slug, duration, location (Zoom/phone/in-person), owner, portal visibility.

Example prompt: “Show me the meeting type: public booking slug, duration, location (Zoom/phone/in-person), owner, portal visibility.”

What it does: Create a meeting type (public booking link): name, unique URL slug, timezone, duration, and a location (Zoom, Google Meet, Teams, phone, in-person, custom).

Example prompt: “Create a meeting type (public booking link): name, unique URL slug, timezone, duration, and a location (Zoom, Google Meet, Teams, phone, in-person, custom). Ask for any missing details before you save the change.”

What it does: Update a meeting type's name, slug, duration, location, timezone, owner, or active state.

Example prompt: “Update a meeting type's name, slug, duration, location, timezone, owner, or active state. Ask for any missing details before you save the change.”

What it does: Permanently delete a meeting type (booking link). Already-booked meetings survive but lose their template.

Example prompt: “Delete a meeting type (booking link). Explain the effect and ask me to confirm before you proceed.”

What it does: List scheduled meetings (appointments/bookings) in a window (default -30/+90 days), filtered by client or status (Scheduled, Cancelled).

Example prompt: “Show me scheduled meetings (appointments/bookings) in a window (default -30/+90 days), filtered by client or status (Scheduled, Cancelled).”

What it does: Get one scheduled meeting: time, attendee contact info, location, linked client/opportunity, status.

Example prompt: “Show me the scheduled meeting: time, attendee contact info, location, linked client/opportunity, status.”

What it does: Get open bookable time slots for a meeting type over up to 31 days — real availability including calendar conflicts and buffers. Always call before scheduling.

Example prompt: “Check real availability for my 30-minute discovery call next week before we choose a time.”

What it does: Book a meeting (schedule an appointment) at an available slot with attendee name/email: sends confirmation emails, creates conference links, adds to connected calendars.

Example prompt: “Book a meeting (schedule an appointment) at an available slot with attendee name/email: sends confirmation emails, creates conference links, adds to connected calendars. Explain the effect and ask me to confirm before you proceed.”

What it does: Move a scheduled meeting to a new available slot. Updates calendars and conference links and re-sends notifications to attendees.

Example prompt: “Move a scheduled meeting to a new available slot. Explain the effect and ask me to confirm before you proceed.”

What it does: Cancel a scheduled meeting with a reason that is emailed to attendees. Removes calendar events and conference links.

Example prompt: “Cancel a scheduled meeting with a reason that is emailed to attendees. Explain the effect and ask me to confirm before you proceed.”

Create and manage invoices, payments, recurring invoice schedules, and installment payment plans with lifecycle safeguards.

What it does: List invoices (bills sent to clients) with totals and tax breakdown, filtered by client, date, currency, or status (DRAFT, SENT, PARTIAL, PAID, VOIDED, WRITE-OFF).

Example prompt: “Show me invoices (bills sent to clients) with totals and tax breakdown, filtered by client, date, currency, or status (DRAFT, SENT, PARTIAL, PAID, VOIDED, WRITE-OFF).”

What it does: Get one invoice in full: line items, payments received, totals, tax breakdown, due date, and online-payment URL.

Example prompt: “Show me the invoice in full: line items, payments received, totals, tax breakdown, due date, and online-payment URL.”

What it does: List unpaid/outstanding invoices with totals and tax breakdown, ordered by due date. Use for accounts-receivable and overdue questions.

Example prompt: “Show me outstanding invoices ordered by due date and call out anything overdue.”

What it does: Get the workspace invoice tax mode and the exact taxRuleId values available for Advanced Tax or the connected QuickBooks/Xero tax configuration. Call before explicitly selecting tax on invoice creation or update.

Example prompt: “Before we build this invoice, show me the valid tax choices for my workspace.”

What it does: Create a draft invoice for a client from line items. For explicit Advanced or integrated tax, first call invoices_tax_options and send one returned taxRuleId; omit both tax fields to inherit defaults. Nothing is sent until invoices_send.

Example prompt: “Create a draft invoice for a client from line items. Ask for any missing details before you save the change.”

What it does: Update a draft invoice's items, dates, notes, tax selection, or settings. Use a taxRuleId returned by invoices_tax_options for Advanced or integrated tax. Only drafts can be edited; sent invoices must return to draft first.

Example prompt: “Update a draft invoice's items, dates, notes, tax selection, or settings. Ask for any missing details before you save the change.”

What it does: Duplicate an invoice into a fresh draft with a new number. Payments are never copied and time/expense links are stripped, so nothing double-bills.

Example prompt: “Duplicate an invoice into a fresh draft with a new number.”

What it does: Return a sent or partially paid invoice to draft for editing. Cancels its payment reminders. Idempotent if already draft.

Example prompt: “Return a sent or partially paid invoice to draft for editing. Explain the effect and ask me to confirm before you proceed.”

What it does: Email an invoice to the client (up to 20 recipients + cc/bcc) and mark it sent. Requires the invoices:send scope. Do not retry an uncertain send — check status first.

Example prompt: “Email an invoice to the client (up to 20 recipients + cc/bcc) and mark it sent. Explain the effect and ask me to confirm before you proceed.”

What it does: Mark an invoice as sent WITHOUT emailing it (delivered outside Moxie). Arms payment reminders and accounting sync. Idempotent if already issued.

Example prompt: “Mark an invoice as sent WITHOUT emailing it (delivered outside Moxie).”

What it does: Record a payment received against an invoice (manual/offline payment: check, cash, bank transfer) with amount, date, provider, and reference number. Duplicate reference numbers are safely deduplicated.

Example prompt: “Record a payment received against an invoice (manual/offline payment: check, cash, bank transfer) with amount, date, provider, and reference number.”

What it does: Delete a manually recorded payment from an invoice, reverting its paid status. Gateway (Stripe) payments cannot be deleted.

Example prompt: “Delete a manually recorded payment from an invoice, reverting its paid status.”

What it does: Waive or reinstate an invoice's late fee. Recomputes the invoice's paid status and can trigger paid-invoice automations and accounting sync — not a simple field edit.

Example prompt: “Waive or reinstate an invoice's late fee.”

What it does: Write off an invoice as uncollectable bad debt (with a reason). The balance is forgiven; the record is kept.

Example prompt: “Write off an invoice as uncollectable bad debt (with a reason). Explain the effect and ask me to confirm before you proceed.”

What it does: Void a sent invoice (cancel it as if never issued), with a reason. Only sent invoices without payments can be voided.

Example prompt: “Void a sent invoice (cancel it as if never issued), with a reason. Explain the effect and ask me to confirm before you proceed.”

What it does: Permanently delete a draft or voided invoice. Linked time entries and expenses become billable again. Irreversible.

Example prompt: “Delete a draft or voided invoice. Explain the effect and ask me to confirm before you proceed.”

What it does: List recurring invoices (repeating/subscription billing schedules) with client and enabled filters.

Example prompt: “Show me recurring invoices (repeating/subscription billing schedules) with client and enabled filters.”

What it does: Get one recurring invoice schedule: cadence, next run time, template items, delivery settings.

Example prompt: “Show me the recurring invoice schedule: cadence, next run time, template items, delivery settings.”

What it does: Pause a recurring invoice so no further invoices generate. Safe and reversible.

Example prompt: “Pause a recurring invoice so no further invoices generate. Ask for any missing details before you save the change.”

What it does: Resume a paused recurring invoice. Generation restarts from the recomputed next run; with auto-send enabled, resumed invoices email the client.

Example prompt: “Resume a paused recurring invoice. Ask for any missing details before you save the change.”

What it does: List payment plans (installment/milestone billing schedules) with invoiced and remaining amounts.

Example prompt: “Show me payment plans (installment/milestone billing schedules) with invoiced and remaining amounts.”

What it does: Get one payment plan: embedded invoice, percentage schedule, trigger dates or milestones, delivery settings, event history.

Example prompt: “Show me the payment plan: embedded invoice, percentage schedule, trigger dates or milestones, delivery settings, event history.”

What it does: Create a draft payment plan: split an invoice across scheduled percentage payments (installments) by date or milestone. Percentages must total exactly 100.

Example prompt: “Create a draft payment plan: split an invoice across scheduled percentage payments (installments) by date or milestone. Ask for any missing details before you save the change.”

What it does: Update a draft payment plan's name, invoice, or schedule. Active plans must return to draft first.

Example prompt: “Update a draft payment plan's name, invoice, or schedule. Ask for any missing details before you save the change.”

What it does: Pause an active payment plan back to draft for editing. Cancels the next scheduled generation.

Example prompt: “Pause an active payment plan back to draft for editing. Explain the effect and ask me to confirm before you proceed.”

What it does: Activate a payment plan: scheduled invoice generation begins (and with autoSend, invoices email the client on schedule). Idempotent if already active.

Example prompt: “Activate a payment plan: scheduled invoice generation begins (and with autoSend, invoices email the client on schedule). Explain the effect and ask me to confirm before you proceed.”

What it does: Permanently delete a draft payment plan. Irreversible.

Example prompt: “Delete a draft payment plan. Explain the effect and ask me to confirm before you proceed.”

Track expenses, other income, vendors, and profit and loss outside the invoice workflow.

What it does: List business expenses (costs, purchases, receipts) with date, vendor, and client filters.

Example prompt: “Show me business expenses (costs, purchases, receipts) with date, vendor, and client filters.”

What it does: Get one expense's details: amount, tax, category, vendor, client/project billing linkage, reimbursable/markup settings.

Example prompt: “Show me the expense's details: amount, tax, category, vendor, client/project billing linkage, reimbursable/markup settings.”

What it does: Record a business expense (cost/purchase): amount, category, vendor, optional client/project for rebilling, markup, reimbursable flag.

Example prompt: “Record a business expense (cost/purchase): amount, category, vendor, optional client/project for rebilling, markup, reimbursable flag. Ask for any missing details before you save the change.”

What it does: Update an expense. Invoiced expenses keep their billing linkage. Null fields unchanged; clearFields empties listed fields.

Example prompt: “Update an expense. Ask for any missing details before you save the change.”

What it does: List other income records (money received outside invoices — interest, grants, manual deposits).

Example prompt: “Show me other income records (money received outside invoices — interest, grants, manual deposits).”

What it does: Get one income record's details.

Example prompt: “Show me the income record's details.”

What it does: Record other income (non-invoice revenue): amount, date, source, optional client/project attribution.

Example prompt: “Record other income (non-invoice revenue): amount, date, source, optional client/project attribution. Ask for any missing details before you save the change.”

What it does: Update an income record. Null fields unchanged; clearFields empties listed fields.

Example prompt: “Update an income record. Ask for any missing details before you save the change.”

What it does: List vendors (suppliers/payees you buy from), with 1099 tracking flags.

Example prompt: “Show me vendors (suppliers/payees you buy from), with 1099 tracking flags.”

What it does: Get one vendor's details and contact info.

Example prompt: “Show me the vendor's details and contact info.”

What it does: Create a vendor (supplier) with contact details, tax ID, and 1099 tracking.

Example prompt: “Create a vendor (supplier) with contact details, tax ID, and 1099 tracking. Ask for any missing details before you save the change.”

What it does: Update a vendor's details.

Example prompt: “Update a vendor's details. Ask for any missing details before you save the change.”

What it does: Get a profit and loss (P&L) report for a date range: income by client and expenses by category with monthly buckets and totals. Use for "how is the business doing" questions.

Example prompt: “Show me profit and loss for January through June, with income by client and expenses by category.”

Measure revenue, bookings, time, and project volume; maintain business goals; and inspect workflow definitions and runs.

What it does: Weekly revenue metrics for a period (max 18 months): invoiced vs collected/received, with totals and optional currency filter.

Example prompt: “Compare invoiced and collected revenue by week for the last six months.”

What it does: Forecast/booked-revenue metrics (max 24 months): confirmed bookings, unbilled hours, milestone and fixed-fee schedules. Use for "how much work is booked" questions.

Example prompt: “Show me booked and forecast revenue for the next twelve months.”

What it does: Monthly tracked-time metrics per client for a period (max 24 months), in seconds. Use for utilization and hours questions.

Example prompt: “Show me tracked time by client for the last six months and convert seconds to hours.”

What it does: Project counts grouped by client, with a total.

Example prompt: “Show me project counts grouped by client and include the workspace total.”

What it does: List business goals/targets (revenue collected, net income, billable hours) by period.

Example prompt: “Show me business goals/targets (revenue collected, net income, billable hours) by period.”

What it does: Get one goal's target and settings.

Example prompt: “Show me the goal's target and settings.”

What it does: Get progress against each active goal for the current period — actual vs target.

Example prompt: “Show me current progress against each active Moxie business goal.”

What it does: Create a business goal: type (REVENUE_COLLECTED, NET_INCOME, BILLABLE_HOURS), period (monthly/quarterly/yearly), target amount. One active goal per type+period.

Example prompt: “Create a business goal: type (REVENUE_COLLECTED, NET_INCOME, BILLABLE_HOURS), period (monthly/quarterly/yearly), target amount. Ask for any missing details before you save the change.”

What it does: Update a goal's target, period, or active state.

Example prompt: “Update a goal's target, period, or active state. Ask for any missing details before you save the change.”

What it does: Permanently delete a goal.

Example prompt: “Delete a goal. Explain the effect and ask me to confirm before you proceed.”

What it does: List automation workflows (triggered multi-step automations, e.g. when a deal enters a stage) with status. Read-only: MCP cannot edit workflows.

Example prompt: “Show me active Moxie workflows and the events that trigger them. Do not change anything.”

What it does: List automation runs (executions of workflows) with status, optionally per workflow. Use to see what automations fired and whether they succeeded.

Example prompt: “Show me recent automation runs that failed and which workflow each run belongs to.”

Browse record-specific file trees, upload or download files, manage folders and versions, and recover recently deleted files.

What it does: List files and folders in a folder (or the workspace root). Every client, project, task, opportunity, and ticket has its own file tree.

Example prompt: “Show me files and folders in a folder (or the workspace root).”

What it does: Open a record's file root: get the top folder of a client's, project's, task's, opportunity's, or ticket's file tree. Start here to browse a record's files.

Example prompt: “Open the file area for Project Atlas so we can browse its folders.”

What it does: Create a record's file root folder if it doesn't exist yet. Use only after files_domain_root reports none.

Example prompt: “Create the file area for Project Atlas only if it does not already exist.”

What it does: Get one file or folder's details including full version history.

Example prompt: “Show me the file or folder's details including full version history.”

What it does: Get a file or folder's ancestry path (breadcrumbs to the root).

Example prompt: “Show me the folder path for the signed scope document.”

What it does: Create a temporary (15-minute) download URL for a file, optionally for a specific version, as attachment or inline.

Example prompt: “Create a temporary download link for the latest signed scope document.”

What it does: Upload a file (max 1 MiB decoded) into a folder as base64. Uploading an identical name in the same folder adds a new version of that file.

Example prompt: “Upload a file (max 1 MiB decoded) into a folder as base64. Ask for any missing details before you save the change.”

What it does: Create a folder.

Example prompt: “Create a folder.”

What it does: Update a file or folder: rename, set notes, hide from or show in the client portal (privateAsset), or move to another folder (clearFields moves to root). Fields apply in order name, notes, visibility, move.

Example prompt: “Update a file or folder: rename, set notes, hide from or show in the client portal (privateAsset), or move to another folder (clearFields moves to root). Ask for any missing details before you save the change.”

What it does: Roll a file back to an earlier version (by versionIndex from files_get). Non-destructive: the restored version is added as the newest.

Example prompt: “Restore version 2 of the scope document as the newest version without deleting newer history.”

What it does: Move a file or folder to recoverable deletion. Permanently purged after about 24 hours unless files_restore is called.

Example prompt: “Move a file or folder to recoverable deletion. Explain the effect and ask me to confirm before you proceed.”

What it does: Restore a file from pending deletion (undo delete) within the ~24-hour window.

Example prompt: “Restore a file from pending deletion (undo delete) within the ~24-hour window. Ask for any missing details before you save the change.”

Find and manage help-desk tickets, comments, CC recipients, read state, snoozing, ticket merges, and linked project tasks.

What it does: List support tickets (help desk / client requests / inbox items) with open/closed, archived, client, and date filters.

Example prompt: “Show me support tickets (help desk / client requests / inbox items) with open/closed, archived, client, and date filters.”

What it does: Get one ticket with its newest 100 comments: subject, status, type, assignees, requester, due date, CC list.

Example prompt: “Show me the ticket with its newest 100 comments: subject, status, type, assignees, requester, due date, CC list.”

What it does: Create a support ticket (client request): subject, first comment, ticket type. Emails a confirmation to the client contact and CC list and notifies the team.

Example prompt: “Create a support ticket (client request): subject, first comment, ticket type. Ask for any missing details before you save the change.”

What it does: Update a ticket: subject, status, type, assignees, due date, requester. open:false closes/archives (clears snooze; sends the client a closed email unless closeSilently:true); open:true reopens/returns to inbox.

Example prompt: “Update a ticket: subject, status, type, assignees, due date, requester. open:false closes/archives (clears snooze; sends the client a closed email unless closeSilently:true); open:true reopens/returns to inbox. Ask for any missing details before you save the change.”

What it does: Snooze a ticket until a future time — it leaves the inbox and returns automatically. No notifications.

Example prompt: “Snooze a ticket until a future time — it leaves the inbox and returns automatically.”

What it does: Mark a ticket read or unread. No notifications.

Example prompt: “Mark a ticket read or unread.”

What it does: Add an email address to a ticket's CC list for future notifications. No email is sent immediately.

Example prompt: “Add an email address to a ticket's CC list for future notifications. Ask for any missing details before you save the change.”

What it does: Remove an email address from a ticket's CC list.

Example prompt: “Remove an email address from a ticket's CC list. Ask for any missing details before you save the change.”

What it does: Permanently delete a ticket, its comments, and its file tree. Refused while tasks or time entries link to it. Irreversible.

Example prompt: “Delete a ticket, its comments, and its file tree. Explain the effect and ask me to confirm before you proceed.”

What it does: Merge one ticket into another: comments, CCs, tasks, and time move to the target; the source ticket is permanently deleted.

Example prompt: “Merge one ticket into another: comments, CCs, tasks, and time move to the target; the source ticket is permanently deleted. Explain the effect and ask me to confirm before you proceed.”

What it does: Create a project task from a ticket. The two stay linked: future comments sync in both directions.

Example prompt: “Turn the website revision ticket into a task in Project Atlas and keep the ticket and task linked.”

What it does: List a ticket's comments, newest first (max 100 with truncation metadata).

Example prompt: “Show me a ticket's comments, newest first (max 100 with truncation metadata).”

What it does: Add a ticket comment. PRIVATE (default) is internal-only; PUBLIC replies to the client by email and requires the confirm flag.

Example prompt: “Add a ticket comment. Ask for any missing details before you save the change.”

What it does: Edit a ticket comment's text. Only the original author may edit.

Example prompt: “Edit a ticket comment's text. Ask for any missing details before you save the change.”

What it does: Permanently delete a ticket comment.

Example prompt: “Delete a ticket comment. Explain the effect and ask me to confirm before you proceed.”

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