add_gig_expense
ChatGPTAppend one cost to an existing gig using its currency. Ask whether it is billable if unclear. A billable expense is charged to the client; a non-billable expense is absorbed by the business. Every intended change needs one UUID operationId; reuse that UUID and every input on retries after timeouts or lost responses. Read the entity's current revision before a new edit. Omitted fields and unmentioned children are preserved; child entries update by ID or append when no ID is supplied. A receipt describes the completed operation, not current state. Does not send invoices, move money or delete clients, gigs or invoices.
correct_payment
ChatGPTCorrect an existing current manual payment's amount/date, with the user's reason. Read get_invoice for payment ID, revision and generation. Preserves the app's retained correction history; does not process refunds or alter provider payments. Every intended change needs one UUID operationId; reuse that UUID and every input on retries after timeouts or lost responses. Read the entity's current revision before a new edit. Omitted fields and unmentioned children are preserved; child entries update by ID or append when no ID is supplied. A receipt describes the completed operation, not current state. Does not send invoices, move money or delete clients, gigs or invoices.
create_client
ChatGPTCreate a client with a named primary contact. If the request gives only a company name (for example Gryffin), ask for the primary contact's name; never invent a person, email or address. Generate a UUID operationId per intended client and reuse that UUID and all unchanged details on every retry. The receipt describes creation, not the current client. This does not create invoices or send anything.
create_gig
ChatGPTCreate one gig only. Ask for a missing title or start date; never invent dates, client IDs, prices or contacts. Use existing client tools to resolve ambiguous clients. Dates are calendar dates YYYY-MM-DD; omitted end date means the start date. Omitted currency uses the account default and omitted status means scheduled. No line items means no priced fee. Generate a UUID operationId per intended gig, and reuse it with all identical details on retry. The receipt describes creation, not current gig state. Does not create or send invoices, record payments, or alter other gigs.
create_goal
ChatGPTCreate a monthly/yearly income goal in the current account default currency. Progress uses money collected on finalized invoices, not booked gigs or invoice draft values. PeriodStart is normalized to the first day of that month/year. Every intended change needs one UUID operationId; reuse that UUID and every input on retries after timeouts or lost responses. Read the entity's current revision before a new edit. Omitted fields and unmentioned children are preserved; child entries update by ID or append when no ID is supplied. A receipt describes the completed operation, not current state. Does not send invoices, move money or delete clients, gigs or invoices.
create_invoice_draft
ChatGPTCreate an ordinary UNSENT invoice draft for an existing customer. Generate one UUID operationId for each intended invoice; preserve that UUID and ALL input details on every retry, including after a timeout or lost response. Never generate a new UUID merely to retry. Explicit issueDate prevents a retry crossing midnight from changing intent. Money is decimal integer minor units (USD $1,500 = 150000). No email, PDF, payment or finalization occurs. The result is a creation receipt, not the invoice's current state.
create_invoice_draft_from_gig
ChatGPTCreate an UNSENT invoice draft from an existing gig's revenue line items and billable expenses. Read get_gig first. Requires the gig's saved client and rejects an existing non-void invoice for this gig. Never invent an issue date. Every intended change needs one UUID operationId; reuse that UUID and every input on retries after timeouts or lost responses. Read the entity's current revision before a new edit. Omitted fields and unmentioned children are preserved; child entries update by ID or append when no ID is supplied. A receipt describes the completed operation, not current state. Does not send invoices, move money or delete clients, gigs or invoices.
find_customers
ChatGPTFind existing customers by name in the connected account. Use a specific search; results contain only IDs and names. Ask the user to choose when names are ambiguous.
get_account_context
ChatGPTGet the connected DayRate account, default currency and timezone before drafting. All ownership is determined by the authenticated connection.
get_business_report
ChatGPTGet bounded, chart-ready tables for one financial measure with inclusive start/end dates (maximum 366 days), summary/client/day/month grouping and exact totals. Booked value counts non-canceled gig fee value by start date, excluding billable reimbursements. Invoiced revenue counts sent/paid invoice totals by issue date. Collected revenue counts current receipts by received date. Gig expenses are recorded costs on gigs starting in the period, including canceled gigs, not cash expenses paid. Read returned dateBasis, notes and complete/totalsComplete. Keep currencies separate and divide minor amounts by 10^exponent before plotting. Never confuse these measures.
get_business_settings
ChatGPTRead business sender information, readiness gaps and workspace defaults with revisions for editing. Does not create default rows; missing rows are null. No credentials, billing administration, storage paths or logo contents are returned.
get_client
ChatGPTRead a specific client's billing address and contacts. Use list_clients or find_customers to resolve ambiguous names; account ownership comes from your connection.
get_dashboard_summary
ChatGPTRead current invoice health (outstanding, overdue, due in seven days and draft value), up to ten upcoming gigs, uninvoiced gig count and business setup readiness. Calendar dates use the account timezone. Draft value is potential billing, not money owed or received. Use get_business_report for graph data.
get_gig
ChatGPTRead one gig's dates, status, client ID, location, notes, line items, expenses and planned billable totals. Use client tools separately for client names or contacts. Calendar dates have no time of day; monetary amounts are decimal minor-unit strings.
get_invoice
ChatGPTRead one account invoice's full monetary detail, notes, payment instructions, line IDs, edit revision/generation and a bounded payment-history page. Money uses decimal minor-unit strings. No client contacts, storage paths or internal operation evidence are returned. Follow nextPaymentCursor with the same invoice ID for more receipts. Corrected payments remain visible as history; only current receipts count toward balance.
get_payment_report
ChatGPTReport money actually received, using uncorrected recorded payments on sent/paid invoices and their calendar received dates. Supply inclusive start/end dates (maximum 366 days). Group by client to find who paid most, or day/month for graphs directly in your AI client. For longer periods, combine complete nonoverlapping calendar ranges. totalsComplete covers totals, while complete reports whether all ranking rows are included; narrow by currency when a ranking is incomplete. Keep currencies separate; divide amountMinor by 10^exponent for plotting. Do not combine currencies or confuse invoice totals with payments. Client grouping or client filtering requires both invoice and client read permissions. This tool provides structured chart data, with no sending, payment recording or chart code execution.
list_clients
ChatGPTList or count clients in your connected account. totalCount is the exact count for the supplied literal name search, even when only one page is returned. Follow nextCursor with unchanged filters to retrieve more. No financial data is included.
list_gigs
ChatGPTList and count gigs in the connected account. Filter by title, client ID, status, currency or an inclusive calendar-date interval. Date filters match gigs overlapping the interval. Follow nextCursor for all results; planned billable amounts are not payments received. Money is returned as decimal minor-unit strings, never combine currencies.
list_goals
ChatGPTList income goals with target, actual collected amount, progress and edit revision. Money uses decimal minor-unit strings and currency exponents. Follow nextCursor with unchanged filters; periodStart filters an exact first day of a month/year.
list_invoices
ChatGPTList and count account invoices with optional customer, currency, status and issue-date filters. Invoice totals are not money received. Follow nextCursor with unchanged filters. Amounts are integer minor-unit strings with currency exponents.
record_payment
ChatGPTRecord a manual payment the user says they actually received on a sent/paid invoice, using the invoice currency. This is bookkeeping, not charging, sending, transferring or refunding money. Ask for amount and received date; read get_invoice first. Never infer a payment from a gig or draft value. Overpayment confirmation must come from the user. Every intended change needs one UUID operationId; reuse that UUID and every input on retries after timeouts or lost responses. Read the entity's current revision before a new edit. Omitted fields and unmentioned children are preserved; child entries update by ID or append when no ID is supplied. A receipt describes the completed operation, not current state. Does not send invoices, move money or delete clients, gigs or invoices.
set_gig_status
ChatGPTChange only a gig's scheduled/completed/canceled status. Canceling a gig does not void or alter its invoices. Every intended change needs one UUID operationId; reuse that UUID and every input on retries after timeouts or lost responses. Read the entity's current revision before a new edit. Omitted fields and unmentioned children are preserved; child entries update by ID or append when no ID is supplied. A receipt describes the completed operation, not current state. Does not send invoices, move money or delete clients, gigs or invoices.
update_business_profile
ChatGPTEdit account business sender/contact/address information. Read get_business_settings and use businessProfileRevision. Does not rewrite existing invoice snapshots. Every intended change needs one UUID operationId; reuse that UUID and every input on retries after timeouts or lost responses. Read the entity's current revision before a new edit. Omitted fields and unmentioned children are preserved; child entries update by ID or append when no ID is supplied. A receipt describes the completed operation, not current state. Does not send invoices, move money or delete clients, gigs or invoices.
update_client
ChatGPTEdit an existing client's name, notes, billing address or contacts. Resolve the client with list_clients/get_client; contact IDs must belong to this client. Every intended change needs one UUID operationId; reuse that UUID and every input on retries after timeouts or lost responses. Read the entity's current revision before a new edit. Omitted fields and unmentioned children are preserved; child entries update by ID or append when no ID is supplied. A receipt describes the completed operation, not current state. Does not send invoices, move money or delete clients, gigs or invoices.
update_gig
ChatGPTEdit gig dates, client, location, notes, priced line items or expenses. Read get_gig first. Currency changes do not convert amounts; dates have no time of day. Every intended change needs one UUID operationId; reuse that UUID and every input on retries after timeouts or lost responses. Read the entity's current revision before a new edit. Omitted fields and unmentioned children are preserved; child entries update by ID or append when no ID is supplied. A receipt describes the completed operation, not current state. Does not send invoices, move money or delete clients, gigs or invoices.
update_goal
ChatGPTEdit a goal's target, period or label using its revision from list_goals. Existing goal currency is preserved. Every intended change needs one UUID operationId; reuse that UUID and every input on retries after timeouts or lost responses. Read the entity's current revision before a new edit. Omitted fields and unmentioned children are preserved; child entries update by ID or append when no ID is supplied. A receipt describes the completed operation, not current state. Does not send invoices, move money or delete clients, gigs or invoices.
update_invoice_draft
ChatGPTEdit only an UNSENT/DRAFT invoice. Read get_invoice for revision, generation and line IDs. Rejects finalized invoices; preserves unspecified lines and fields. Every intended change needs one UUID operationId; reuse that UUID and every input on retries after timeouts or lost responses. Read the entity's current revision before a new edit. Omitted fields and unmentioned children are preserved; child entries update by ID or append when no ID is supplied. A receipt describes the completed operation, not current state. Does not send invoices, move money or delete clients, gigs or invoices.
update_workspace_defaults
ChatGPTEdit defaults for future gigs and invoices, including currency, timezone, payment terms and invoice/PDF formatting. Read get_business_settings and use defaultsRevision. Changing default currency does not convert or rewrite existing records. Every intended change needs one UUID operationId; reuse that UUID and every input on retries after timeouts or lost responses. Read the entity's current revision before a new edit. Omitted fields and unmentioned children are preserved; child entries update by ID or append when no ID is supplied. A receipt describes the completed operation, not current state. Does not send invoices, move money or delete clients, gigs or invoices.
