Handoff

By 1build

Get New App Alerts

Open in ChatGPT

Open in Claude

Overview

Connect Claude to your Handoff account to manage construction work in plain English. Find or create projects and contacts, build and update estimates, manage proposals and invoices, and work with files, expenses, daily logs, schedules, and time entries. Confirmed actions can also send documents or delete records. Access stays scoped to the Handoff account you authorize.

Tools

add_catalog_rate

ChatGPT

Add a rate item to a catalog (POST /catalogs/{id}/rates). Use this when the user wants a priced item added to a rate catalog.

add_estimate_group

ChatGPT

Add a section (app: 'group') to an estimate (POST /estimates/{id}/sections). Use this when the user wants a new group of line items in an estimate (the app calls it a group).

add_estimate_item

ChatGPT

Add a line item to an estimate (POST /estimates/{id}/items). Use this when the user wants one line item added to a draft estimate. Use it for one line item at a time..

add_estimate_markup

ChatGPT

Add a below-the-line markup (POST /estimates/{id}/below-the-line-markups). Use this when the user wants overhead, profit or a fee added below the line of an estimate.

add_estimate_section

ChatGPT

Add a room (app: 'section') to an estimate (POST /estimates/{id}/rooms). Use this when the user wants a new section (e.g. a room or area) in an estimate (the app calls it a section).

add_payment_schedule_entry

ChatGPT

Add a payment schedule entry (POST /estimates/{id}/payment-schedule/entries). Use this when the user wants a deposit or milestone payment added to an estimate's payment schedule.

add_schedule_phase

ChatGPT

Add a schedule phase (POST /projects/{id}/schedule/phases). Use this when the user wants a phase added to a project's schedule.

archive_cost_code

ChatGPT

Archive a cost code (POST /cost-codes/{id}/archive). Use this when the user wants a cost code archived.

cancel_proposal

ChatGPT

Cancel a proposal (POST /proposals/{id}/cancel). Use this when the user wants a sent proposal withdrawn.

check_invoices_and_payments

ChatGPT

Lists the user's Handoff invoice payment requests with amounts due, due dates, and payment status, and totals what is outstanding and overdue. Use this when the user asks about money owed or received, e.g. "Who still owes me money?", "What's overdue?", or "Has the Johnson invoice been paid?". Do not use it to create, send, or record invoices or payments. Defaults to unpaid requests, overdue and failed payments first, then by due date. Filter by projectId or projectName (a case-insensitive match on the project or client name). Amounts are in US dollars and match the Handoff app's invoice calculations. Results only include projects the user's role can see.

clear_estimate_discount

ChatGPT

Clear the estimate discount (DELETE /estimates/{id}/discount). Use this when the user wants an estimate's discount removed.

create_catalog

ChatGPT

Create a rate catalog (POST /catalogs). Use this when the user wants a new rate catalog.

create_change_order

ChatGPT

Create a change order from an estimate (POST /estimates/{id}/change-orders). Use this when the user wants a change order on an approved estimate.

create_comment

ChatGPT

Create a comment (POST /comments). Use this when the user wants a comment posted on a project.

create_construction_estimate

ChatGPT

Starts a new construction estimate generated by Handoff AI from a scope of work, plans, or photos, priced with the user's own catalogs, pricing defaults, and location. Use this when the user wants a new estimate, e.g. "Make an estimate for this kitchen remodel", "Estimate a 400 sq ft deck", or "Price out these plans". Do not use it to edit, re-price, or add lines to an existing estimate, or to import exact line items the user already has. Generation is asynchronous and returns a jobId, not a finished estimate. get_estimate with that jobId reports GENERATING until the estimate is ready, typically in 2–3 minutes. Calling this tool again starts a second estimate unless the same idempotencyKey is reused. Provide scope, fileIds, or both. Without a project it creates a new project for the estimate.

create_contact

ChatGPT

Create a contact (POST /contacts). Use this when the user wants to add a client, vendor or other contact.

create_cost_code

ChatGPT

Create a cost code (POST /cost-codes). Use this when the user wants a new cost code.

create_daily_log

ChatGPT

Create a daily log (POST /daily-logs). Use this when the user wants a site daily log written for a project.

create_document

ChatGPT

Create a document (POST /documents). Use this when the user wants a new written document on a project.

create_estimate

ChatGPT

Create an estimate (blank, or AI-generated from scope/photos/PDFs) (POST /estimates). Use this when the user wants a blank estimate with just a name, optionally on a project. Do not use it for an AI-generated estimate from scope, plans or photos; use create_construction_estimate.

create_expense

ChatGPT

Create an expense (POST /expenses). Use this when the user wants a cost recorded against a project.

create_file_upload_urls

ChatGPT

Get presigned upload URLs (direct-to-S3) (POST /files/upload-urls). Use this when you need to upload local files to Handoff; it returns presigned URLs to upload to.

create_invoice_from_estimate

ChatGPT

Create an invoice from an estimate (POST /invoices/from-estimate). Use this when the user wants to bill an approved estimate.

create_project

ChatGPT

Creates a new project (job) in the user's Handoff account, optionally with a new or existing client. Use this when the user wants to start tracking a new job, e.g. "Start a new job for the Lees" or "Create a project for the Smith bathroom remodel". Do not use it to update or look up an existing project, or to create an estimate; create_construction_estimate creates its own project when none is given. Each call creates another project, so a retry after an unclear failure can leave a duplicate. A client email that matches an existing client links that client instead of creating a new one. The site address can be added later in Handoff.

create_project_with_document

ChatGPT

Create a project with an attached document (synchronous) (POST /projects/with-document). Use this when the user wants a new project created together with a written document, photos or files. Do not use it for a plain new project; use create_project.

create_proposal

ChatGPT

Create a proposal (POST /proposals). Use this when the user wants a client proposal drafted from an estimate.

create_task

ChatGPT

Create task (POST /tasks). Use this when the user wants a to-do created, optionally assigned.

create_time_entry

ChatGPT

Create a time entry (POST /time-entries). Use this when the user wants hours logged for a person on a project.

delete_catalog_rate

ChatGPT

Delete a catalog rate item (DELETE /catalog-rates/{id}). Use this when the user wants a rate item removed from a catalog.

delete_contact

ChatGPT

Delete a contact (DELETE /contacts/{id}). Use this when the user wants a contact deleted.

delete_daily_log

ChatGPT

Delete a daily log (DELETE /daily-logs/{id}). Use this when the user wants a daily log deleted.

delete_document

ChatGPT

Delete a document (DELETE /documents/{id}). Use this when the user wants a document deleted.

delete_estimate

ChatGPT

Delete an estimate (DELETE /estimates/{id}). Use this when the user wants an estimate deleted.

delete_estimate_group

ChatGPT

Delete an estimate section (app: 'group') and its items (DELETE /estimate-sections/{id}). Use this when the user wants a group and all its line items removed.

delete_estimate_item

ChatGPT

Delete an estimate line item (DELETE /estimate-items/{id}). Use this when the user wants a line item removed from a draft estimate. Use it for one line item at a time..

delete_estimate_markup

ChatGPT

Remove a below-the-line markup (DELETE /estimates/{id}/below-the-line-markups/{markupId}). Use this when the user wants a below-the-line markup removed from an estimate.

delete_estimate_section

ChatGPT

Delete an estimate room (app: 'section') with its sections and items (DELETE /estimate-rooms/{id}). Use this when the user wants a section with all its groups and line items removed.

delete_file

ChatGPT

Remove a file (DELETE /files/{id}). Use this when the user wants a file removed.

delete_payment_schedule_entry

ChatGPT

Delete a payment schedule entry (DELETE /payment-schedule-entries/{id}). Use this when the user wants a payment schedule entry removed.

delete_project

ChatGPT

Delete a project (DELETE /projects/{id}). Use this when the user wants a project deleted.

delete_schedule_phase

ChatGPT

Remove a schedule phase (DELETE /schedule-phases/{id}). Use this when the user wants a schedule phase removed.

export_document

ChatGPT

Export a document (PDF) (POST /documents/{id}/export). Use this when the user wants a PDF of a document.

export_estimate

ChatGPT

Export an estimate (PDF/CSV) (POST /estimates/{id}/export). Use this when the user wants a PDF or CSV of an estimate.

export_invoice

ChatGPT

Export an invoice (PDF) (POST /invoices/{id}/export). Use this when the user wants a PDF of an invoice or receipt.

export_project_schedule

ChatGPT

Export the project schedule (CSV) (POST /projects/{id}/schedule/export). Use this when the user wants a CSV of a project's schedule.

export_proposal

ChatGPT

Export a proposal (PDF) (POST /proposals/{id}/export). Use this when the user wants a PDF of a proposal.

find_project_files

ChatGPT

Finds files stored in the user's Handoff projects, such as plans, photos, permits, and documents, and returns a short-lived download link for one file. Use this when the user asks for project documents, e.g. "Pull up the plans for the Lee job", "Find the permit PDF", or to get fileIds for create_construction_estimate or run_takeoff. Do not use it to upload or delete files. Filter by projectId or projectName (a case-insensitive match on the project or client name) and by fileName. Newest first, up to 100 per page; pass nextCursor for more. Pass fileId for a download link that expires shortly after it is returned.

generate_estimate_group_summary

ChatGPT

Generate a section summary with AI (POST /estimate-sections/{id}/summary/generate). Use this when the user wants Handoff AI to write a group's proposal summary.

get_activity

ChatGPT

Get an activity (GET /activities/{id}). Use this when you have an activity id and need its details.

get_business_advisor_schema

ChatGPT

Get the Business Advisor semantic schema (GET /business-advisor/schema). Use this when you are about to run run_business_advisor_query and need the tables and recipes it accepts.

get_comment

ChatGPT

Get a comment (GET /comments/{id}). Use this when you have a comment id and need its content.

get_contact

ChatGPT

Get a contact (GET /contacts/{id}). Use this when you have a contact id and need its details.

get_cost_code

ChatGPT

Get a cost code (GET /cost-codes/{id}). Use this when you have a cost code id and need its details.

get_custom_domain

ChatGPT

Get the custom domain (GET /custom-domain). Use this when you need the account's custom client-portal domain.

get_daily_log

ChatGPT

Get a daily log (GET /daily-logs/{id}). Use this when you have a daily log id and need its content.

get_document

ChatGPT

Get a document (GET /documents/{id}). Use this when you have a document id and need its content.

get_estimate

ChatGPT

Shows one of the user's Handoff estimates: its name, project, client, status, and client total, and optionally its line items. Use this when the user asks what is in an estimate or what it totals, e.g. "What's in the Smith estimate and what's the total?", "Show me the lines of the kitchen remodel estimate", or to check on an estimate that create_construction_estimate is generating (pass its jobId). Do not use it to change an estimate; it only reads. Identify the estimate with estimateId, or with estimateName (a case-insensitive match on the estimate, project, or client name). When several estimates match, it returns status AMBIGUOUS with candidates and no estimate. With jobId it returns GENERATING while Handoff AI is still working (typically 2–3 minutes), GENERATION_FAILED with the error, or the finished estimate. detail "lines" returns up to 100 lines per page in display order; pass nextCursor to read the next page. Amounts are in US dollars.

get_estimate_catalog_rematch_status

ChatGPT

Poll the estimate catalog re-match (GET /estimates/{id}/catalogs/rematch-status). Use this when set_estimate_catalogs started a re-match and you need its progress.

get_estimate_catalogs

ChatGPT

Get the catalogs applied to an estimate (GET /estimates/{id}/catalogs). Use this when you need which rate catalogs and suppliers an estimate prices from.

get_estimate_details

ChatGPT

Get an estimate (GET /estimates/{id}). Use this when you need the estimate record itself (status, client, totals, settings) by id. Do not use it for reading line items; use list_estimate_rows or get_estimate.

get_estimate_discount

ChatGPT

Get the estimate discount and totals (GET /estimates/{id}/discount). Use this when you need an estimate's discount and resulting totals.

get_estimate_generation_status

ChatGPT

Poll AI estimate-generation status (GET /estimate-generations/{jobId}). Use this when create_estimate or create_construction_estimate returned a generation jobId and you need its progress.

get_estimate_payment_schedule

ChatGPT

Get an estimate's payment schedule (GET /estimates/{id}/payment-schedule). Use this when you need the payment schedule entries (deposits, milestones) of an estimate.

get_expense

ChatGPT

Get an expense (GET /expenses/{id}). Use this when you have an expense id and need its details.

get_file

ChatGPT

Get a file (GET /files/{id}). Use this when you have a file id and need its details or processing status.

get_file_download_url

ChatGPT

Get a download URL for a file (GET /files/{id}/download-url). Use this when the user wants to open or download a file you have the id of.

get_invoice

ChatGPT

Get an invoice (GET /invoices/{id}). Use this when you have an invoice id and need its details.

get_invoice_payment

ChatGPT

Get an invoice payment (GET /invoice-payments/{id}). Use this when you have a payment id and need its details.

get_project

ChatGPT

Get a project (GET /projects/{id}). Use this when you have a project id and need its details.

get_project_schedule

ChatGPT

Get a project's schedule (GET /projects/{id}/schedule). Use this when you need a project's schedule phases with dates and status.

get_project_status

ChatGPT

Summarizes where one of the user's Handoff projects stands: status, client, contract value, billed, collected, and outstanding amounts, its estimates, upcoming schedule phases, and recent activity. Use this when the user asks how a job is going, e.g. "Where are we on the Johnson job?", "How much have we billed on the Lee project?", or "What's next on the schedule for the bathroom remodel?". Do not use it to list every project or to change a project; it reads one project. Identify the project with projectId, or with projectName (a case-insensitive match on the project or client name). When several projects match, it returns status AMBIGUOUS with candidates. Amounts are in US dollars. Sections the user's role cannot view are listed in unavailable instead of failing the whole call.

get_proposal

ChatGPT

Get a proposal (GET /proposals/{id}). Use this when you have a proposal id and need its details or status.

get_takeoff

ChatGPT

Shows the progress and results of a Handoff AI takeoff: its stage, measured quantity totals by unit and category, and the measured items. Use this when the user asks about a takeoff that run_takeoff started, e.g. "Is the takeoff done?" or "What quantities did the takeoff find?". Do not use it to start a takeoff. A takeoff usually takes 30–120 minutes; while it runs, status is processing. Once complete, items are paginated up to 100 per page with nextCursor, and estimateId names the estimate the quantities were placed in (readable with get_estimate).

get_takeoff_credits

ChatGPT

Get AI takeoff credits (GET /takeoff-credits). Use this when you need how many AI takeoff credits remain before run_takeoff.

get_template

ChatGPT

Get a template (GET /templates/{id}). Use this when you have a template id and need its content.

get_time_tracking_settings

ChatGPT

Get time tracking settings (GET /time-tracking/settings). Use this when you need the account's time tracking settings.

get_vendor_portal

ChatGPT

Get a project's vendor portal (GET /projects/{id}/vendor-portal). Use this when you need which subcontractors and vendors can see a project and what is shared with them.

handoff_action

ChatGPT

Performs destructive or irreversible Handoff actions that the user explicitly requested, such as deleting, sending, approving, rejecting, revoking access, or rematching a catalog. Rejects reads and reversible writes. Destructive execution requires confirm:true. Handoff destructive or irreversible action commands. • call <tool> <json-args> Run a destructive catalog operation. • api <METHOD> <path> [<json>] Run a destructive endpoint directly. Deletes, proposal and invoice actions, vendor-portal access changes, time-entry approval/rejection, task creation/updates that can grant project access, and estimate-catalog rematching require "confirm": true in the args.

handoff_read

ChatGPT

The user's Handoff account data. Handoff is a construction estimating & project-management product; this tool reads the user's own Handoff projects, estimates, proposals, invoices, contacts, daily logs, documents, tasks, and expenses, and discovers available operations. Finds, lists, or summarizes the user's Handoff business records. It does not access issue trackers, code repositories, or engineering project boards. Supports operation discovery with context and search, read-only catalog calls with call, and direct read-only Handoff API requests with api. Features: • activities (2) • business-advisor (2) • catalog-rates (2) • catalogs (6) • comments (4) • contacts (6) • cost-codes (8) • custom-domain (1) • daily-logs (6) • documents (7) • estimate-generations (1) • estimates (24) • expenses (4) • files (7) • hooks (3) • invoice-payments (3) • invoices (10) • me (1) • projects (22) • proposals (1) • schedule-phases (2) • suppliers (5) • tasks (7) • templates (2) • time-tracking (8) • triggers (6) --- Handoff read and discovery commands. The feature overview is always above — no need to fetch it. • context <feature> List a feature's tools, each with its arg summary. e.g. context estimates • search <regex> Find a tool by name/description across features. e.g. search invoice • call <tool> <json-args> Run a read-only catalog tool. Args: {pathParams?, query?} e.g. call get_projects_by_id {"pathParams":{"id":"<uuid>"}} • api <METHOD> <path> [<json>] Run a read-only endpoint directly. json: {query?, body?} e.g. api GET /contacts {"query":{"limit":5}}

handoff_write

ChatGPT

Creates or updates Handoff business records when the operation is reversible. Rejects reads and destructive or irreversible actions. Handoff reversible write commands. • call <tool> <json-args> Run a non-destructive create or update operation. • api <METHOD> <path> [<json>] Run an endpoint that changes state but is not destructive.

invite_vendor_portal_contact

ChatGPT

Invite a contact to the vendor portal (POST /projects/{id}/vendor-portal/contacts/{contactId}/invite). Use this when the user wants a subcontractor or vendor invited to a project's vendor portal.

list_active_time_entries

ChatGPT

List running time entries (GET /time-tracking/active). Use this when you need who is clocked in right now.

list_activities

ChatGPT

List activities (feed) (GET /activities). Use this when you need the recent activity feed of the account or of one project.

list_catalog_rates

ChatGPT

List a catalog's rate items (GET /catalogs/{id}/rates). Use this when you need the rate items (prices) inside a rate catalog.

list_catalogs

ChatGPT

List rate catalogs (GET /catalogs). Use this when you need the account's rate catalogs and their ids.

list_comments

ChatGPT

List comments (GET /comments). Use this when you need project comments.

list_contact_changes

ChatGPT

Contact delta (sync feed) (GET /contacts/delta). Use this when you are syncing contacts and need what changed since a cursor.

list_contacts

ChatGPT

List contacts (GET /contacts). Use this when you need clients, vendors or other contacts and their ids.

list_cost_codes

ChatGPT

List cost codes (GET /cost-codes). Use this when you need the account's cost codes and their ids.

list_daily_logs

ChatGPT

List daily logs (GET /daily-logs). Use this when you need site daily logs of the account or a project.

list_document_changes

ChatGPT

Document delta (sync feed) (GET /documents/delta). Use this when you are syncing documents and need what changed since a cursor.

list_documents

ChatGPT

List documents (GET /documents). Use this when you need written documents (contracts, notes) and their ids.

list_estimate_changes

ChatGPT

Estimate delta (sync feed) (GET /estimates/delta). Use this when you are syncing estimates and need what changed since a cursor.

list_estimate_markups

ChatGPT

List the estimate's below-the-line markups (GET /estimates/{id}/below-the-line-markups). Use this when you need the markups (overhead, profit, fees) applied below the line of an estimate.

list_estimate_rows

ChatGPT

List an estimate's line items & sections (GET /estimates/{id}/rows). Use this when you need every line item, group and section of an estimate with ids, quantities and prices, e.g. before editing items. Do not use it for a summary of an estimate; use get_estimate.

list_estimates

ChatGPT

List estimates (GET /estimates). Use this when you need the estimates of the account or of one project (projectId), or an estimate id by name.

list_expenses

ChatGPT

List expenses (GET /expenses). Use this when you need recorded expenses (costs) of the account or a project.

list_file_changes

ChatGPT

File delta (sync feed) (GET /files/delta). Use this when you are syncing files and need what changed since a cursor.

list_files

ChatGPT

List files (GET /files). Use this when you need uploaded files (plans, photos, documents) and their ids, optionally for one project. Do not use it for questions like "find the plans for this job"; use find_project_files.

list_invoice_changes

ChatGPT

Invoice delta (sync feed) (GET /invoices/delta). Use this when you are syncing invoices and need what changed since a cursor.

list_invoice_payments

ChatGPT

List invoice payments (GET /invoices/{id}/payments). Use this when you need the payments recorded on one invoice.

list_invoices

ChatGPT

List invoices (GET /invoices). Use this when you need the invoices of the account or of one project. Do not use it for a summary of money owed or received; use check_invoices_and_payments.

list_project_budget_lines

ChatGPT

List a project's assignable budget lines and actual costs (GET /projects/{id}/budget-lines). Use this when you need a project's budget lines and actual costs, e.g. to assign an expense.

list_project_changes

ChatGPT

Project delta (sync feed) (GET /projects/delta). Use this when you are syncing projects and need what changed since a cursor.

list_project_members

ChatGPT

List a project's team members (GET /projects/{id}/members). Use this when you need who works on a project.

list_projects

ChatGPT

List projects (GET /projects). Use this when the user asks which jobs they have or names a project you need the id of, e.g. "show my projects" or "find the Lee kitchen job". Filter with search; page with starting_after. Do not use it for how one job is going overall; use get_project_status.

list_proposal_layouts

ChatGPT

List proposal layouts (GET /proposal-layouts). Use this when you need the available proposal layouts.

list_proposals

ChatGPT

List proposals (GET /proposals). Use this when you need proposals of the account or of one project.

list_supplier_connections

ChatGPT

List supplier connections (GET /supplier-connections). Use this when you need which supplier catalogs (e.g. Home Depot) are connected.

list_suppliers

ChatGPT

List suppliers (GET /suppliers). Use this when you need the suppliers Handoff can price from.

list_takeoff_items

ChatGPT

List measured takeoff items (GET /takeoffs/{id}/items). Use this when you need every measured quantity of a finished AI takeoff. Do not use it for takeoff progress or totals; use get_takeoff.

list_takeoffs

ChatGPT

List AI takeoffs for a project or estimate (GET /takeoffs). Use this when you need the AI takeoffs of a project or estimate.

list_task_assignee_options

ChatGPT

List eligible task assignees (GET /tasks/assignee-options). Use this when you need who a task can be assigned to.

list_task_categories

ChatGPT

List task categories (GET /task-categories). Use this when you need task categories and their ids.

list_task_lists

ChatGPT

List task destinations (GET /task-lists). Use this when you need where tasks can be filed (task lists and projects).

list_tasks

ChatGPT

List tasks (GET /tasks). Use this when you need to-dos, optionally filtered by project, assignee, status or due date.

list_templates

ChatGPT

List templates (GET /templates). Use this when you need estimate or document templates and their ids.

list_time_entries

ChatGPT

List time entries (GET /time-entries). Use this when you need clocked hours, optionally filtered by user, project, status or date.

move_estimate_group

ChatGPT

Move or reorder an estimate section (app: 'group') (POST /estimate-sections/{id}/move). Use this when the user wants a group moved to another section or reordered.

move_estimate_item

ChatGPT

Move or reorder an estimate line item (POST /estimate-items/{id}/move). Use this when the user wants a line item moved to another group or reordered.

move_estimate_section

ChatGPT

Reorder an estimate room (app: 'section') (POST /estimate-rooms/{id}/move). Use this when the user wants a section moved before another one.

record_invoice_payment

ChatGPT

Log a manual payment on an invoice (mark paid) (POST /invoices/{id}/payments). Use this when the user received a payment outside Handoff (cash, check) and wants the invoice marked paid.

rename_estimate_group

ChatGPT

Rename an estimate section (app: 'group') (PATCH /estimate-sections/{id}). Use this when the user wants to rename a group of line items.

rename_estimate_section

ChatGPT

Rename an estimate room (app: 'section') (PATCH /estimate-rooms/{id}). Use this when the user wants to rename a section of an estimate.

restore_estimate_group

ChatGPT

Restore a deleted estimate section (app: 'group') (POST /estimate-sections/{id}/restore). Use this when the user wants a deleted group brought back.

restore_estimate_item

ChatGPT

Restore a deleted estimate line item (POST /estimate-items/{id}/restore). Use this when the user wants a deleted line item brought back.

restore_estimate_section

ChatGPT

Restore a deleted estimate room (app: 'section') (POST /estimate-rooms/{id}/restore). Use this when the user wants a deleted section brought back.

run_business_advisor_query

ChatGPT

Run a Business Advisor analysis (POST /business-advisor/query). Use this when the user asks an analytical question across jobs (profit, margins, revenue by period); read get_business_advisor_schema first. Do not use it for invoice and payment status questions; use check_invoices_and_payments.

run_takeoff

ChatGPT

Starts a Handoff AI takeoff that measures quantities (areas, lengths, counts) from construction plans and places them in an estimate. Use this when the user asks to measure plans, e.g. "Do a takeoff from these plans" or "How many square feet of flooring are on these drawings?". Do not use it to check on a takeoff that is already running (get_takeoff does that) or to estimate from a scope description. Each run spends one AI takeoff credit and cannot be undone. Without confirm:true it starts nothing and returns NEEDS_CONFIRMATION with the credits remaining, so the user can decide; with confirm:true it starts and returns a takeoffId. It returns NO_CREDITS when none remain. A takeoff usually takes 30–120 minutes. Calling again with confirm:true starts and charges another takeoff unless the same idempotencyKey is reused.

send_invoice

ChatGPT

Send an invoice to the client (POST /invoices/{id}/send). Use this when the user explicitly asks to email or text an invoice to the client. Pass confirm: true only after the user approves. It is not executed unless confirm is true.

send_proposal

ChatGPT

Send a proposal (POST /proposals/{id}/send). Use this when the user explicitly asks to email or text a proposal to the client. Pass either recipients, each with its own methods, or methods for the proposal's saved recipients, not both. Pass confirm: true only after the user approves the recipients. It is not executed unless confirm is true.

set_estimate_catalogs

ChatGPT

Set estimate catalog exclusions (triggers AI re-match) (PUT /estimates/{id}/catalogs). Use this when the user wants to change which catalogs or suppliers an estimate prices from; it re-prices the estimate.

set_estimate_discount

ChatGPT

Set the estimate discount (PUT /estimates/{id}/discount). Use this when the user wants a percentage or fixed discount on an estimate; it replaces any existing discount.

set_estimate_group_summary

ChatGPT

Set a section's proposal summary (PUT /estimate-sections/{id}/summary). Use this when the user wants to write the summary text a group shows on the proposal.

set_estimate_item_client_choice

ChatGPT

Set a line item's options or add-on (PUT /estimate-items/{id}/client-choice). Use this when the user wants a line item offered to the client as options or as an optional add-on.

set_supplier_catalog_enabled

ChatGPT

Enable or disable a supplier catalog (PATCH /supplier-connections/{slug}/catalog). Use this when the user wants a supplier's catalog turned on or off for pricing.

share_with_vendor_portal_contact

ChatGPT

Share resources through the vendor portal (POST /projects/{id}/vendor-portal/contacts/{contactId}/shares). Use this when the user wants files, estimates or schedule shared with a subcontractor or vendor through the vendor portal.

update_catalog

ChatGPT

Update a rate catalog (PATCH /catalogs/{id}). Use this when the user wants a rate catalog renamed or described.

update_catalog_rate

ChatGPT

Update a catalog rate item (PATCH /catalog-rates/{id}). Use this when the user wants a rate item's price, unit or details changed.

update_contact

ChatGPT

Update a contact (PATCH /contacts/{id}). Use this when the user wants to change a contact's details.

update_daily_log

ChatGPT

Update a daily log (PATCH /daily-logs/{id}). Use this when the user wants a daily log's content or date changed.

update_document

ChatGPT

Update a document (PATCH /documents/{id}). Use this when the user wants a document's content changed.

update_estimate

ChatGPT

Update an estimate (PATCH /estimates/{id}). Use this when the user wants to rename an estimate or change its client, project, notes or proposal settings.

update_estimate_item

ChatGPT

Update an estimate line item (PATCH /estimate-items/{id}). Use this when the user wants to change a line item's label, description, quantity, rate, unit, cost code or category. Use it for one line item at a time..

update_estimate_markup

ChatGPT

Update a below-the-line markup (PATCH /estimates/{id}/below-the-line-markups/{markupId}). Use this when the user wants a below-the-line markup's title or amount changed.

update_expense

ChatGPT

Edit an expense (PATCH /expenses/{id}). Use this when the user wants a recorded expense corrected.

update_invoice

ChatGPT

Update an invoice (PATCH /invoices/{id}). Use this when the user wants an invoice's title, client, terms or due date changed.

update_invoice_payment

ChatGPT

Edit a manual payment (PATCH /invoice-payments/{id}). Use this when the user wants a recorded manual payment corrected.

update_payment_schedule_entry

ChatGPT

Update a payment schedule entry (PATCH /payment-schedule-entries/{id}). Use this when the user wants a payment schedule entry's amount, name or due date changed.