change_project_phase
ChatGPTMove a matter or project through a configured workflow transition. Use a verified target phase code; required custom fields may need updating first. Set dry_run=true to read the current phase and preview the target; TeamConnect validates transition rules only when executing the change. Executes immediately by default.
create_matter_involved
ChatGPTLink an existing contact to a matter using a verified involved-object code. Defaults to preview without creating a link. Set preview=false only after explicit user confirmation. Never reads the unsafe involved-list endpoint.
create_record
ChatGPTCreate a record using the object type's writable create schema. Verify required fields first; do not copy an entire GET response, which may contain read-only properties. Writes immediately; no preview mode.
delete_record
ChatGPTPermanently delete a record by object code and numeric ID. Irreversible; confirm the exact record and obtain explicit user approval before calling.
find_contact_identity
ChatGPTFind person contacts by exact first and last name, optionally including middle name. Returns all matches on the requested page; a matching name alone does not establish a unique identity.
get_approval_request
ChatGPTRead an approval request assigned to the authenticated user. A 404 may mean missing or not assigned to this user. Does not approve or reject.
get_category_definition
ChatGPTRead a root or named category's definition, optionally including its immediate children. Use to verify category codes and involved-object definitions before constructing requests.
get_custom_field_definitions
ChatGPTGet field names, labels, types, required-field metadata, and lookup configuration for one category. No existing record is required; current field values are not included.
get_custom_fields
ChatGPTGet current custom-field values together with definitions, types, and required-field metadata. For values only, use get_record_categories; for definitions without a record, use get_custom_field_definitions.
get_document_content
ChatGPTRetrieve actual file bytes by document ID and optional version. Returns UTF-8 text for text MIME types, otherwise base64 (not extracted PDF/Office text). Size-limited, read-only; no public download URL is created.
get_invoice_line_items
ChatGPTRead one invoice's line items, normalized for billing review: timekeeper, service date, task and activity codes, description, quantity (hours on FEE lines), rate, total, existing adjustments and warnings. Also returns per-timekeeper fee totals. Read-only.
get_lookup_items
ChatGPTBrowse root lookup items, a specific item, or its immediate children. Discover table codes first; use returned treePosition values instead of guessing dropdown choices.
get_project_field_catalog
ChatGPTRead the field catalog for a project/matter type in one call: its category tree and every category's custom-field definitions (names, labels, types, required flags, lookup configuration), plus the fixed list of built-in fields. TeamConnect REST has no single object-definition endpoint, so this walks the category tree. It does not return phases or transitions; use the instance reference document for those. Read-only.
get_record
ChatGPTGet one record by object code and numeric ID. Use expand='categories' to include custom-field values and select to limit properties. Related collections may remain links. Also supports EXPE (expenses) and INVC (invoices), read-only.
get_record_categories
ChatGPTGet a record's assigned categories and current custom-field values, grouped by field type. Use get_custom_fields when definitions are also needed.
get_record_subresource
ChatGPTRead related records such as tasks, histories, documents, or child objects, with duplicate handling and paged results. Check collection warnings and has_more for additional results. Involved-party reads are blocked because that endpoint can create folders.
get_rule
ChatGPTRead metadata for one rule using a unique_key returned by list_rules.
get_search_view
ChatGPTRead metadata for a configured search view using its discovered key. The API does not expose its filter expression in this response.
get_timekeeper_rates
ChatGPTRead a timekeeper contact's rate tables: default rates, task rates and invoice task rates, with effective dates as TeamConnect returns them. Use the timekeeper id from get_invoice_line_items. Read-only.
invoice_review_bundle
ChatGPTOne read for reviewing an invoice: the invoice record, its normalized line items, per-timekeeper fee totals, and each timekeeper's rate tables (up to 25 timekeepers). Start an invoice review here. Read-only.
list_approval_requests
ChatGPTList active approval requests assigned to the authenticated user, not all users. Read-only; never approves or rejects requests.
list_lookup_tables
ChatGPTDiscover custom or system lookup tables and their codes. Does not modify lookup configuration.
list_object_types
ChatGPTReturn a built-in reference of common object codes and search operators by field type. Use list_project_types to discover project types configured on this instance.
list_project_types
ChatGPTDiscover configured project and custom-object types, including the unique codes required by record tools.
list_records
ChatGPTBrowse one page of records for an object type, optionally using a configured search view. Use search_records for field-based filtering and select to limit returned properties. Also supports EXPE (expenses) and INVC (invoices), read-only.
list_rules
ChatGPTList configured rules for an object definition (for example validation, wizard, approval or post-commit rules). Returns identity, type and description metadata, not rule logic. Use VALIDATION rules to understand why a phase change or save may be rejected.
list_search_views
ChatGPTList configured search views for an object. Returns keys and metadata, not underlying filter expressions. Use a returned uniqueKey with list_records.search_view_key.
prepare_matter_intake
ChatGPTRead-only bounded intake evidence packet. Verifies configured project scope, batches category/field REST design reads and fresh duplicate searches. No contact searches, record writes, generic tool dispatch, retries or cross-request cache. Immediate children are not a complete taxonomy; duplicate pages are not proof of absence. Returns evidence only, never authorizes creation.
scan_records
ChatGPTScan a bounded number of record pages for literal text when the searchable field is unknown. Use search_records when the field is known. Check completion and continuation metadata before treating results as exhaustive.
search_custom_field
ChatGPTSearch a category custom field without manually building its qualified name. Optional additional criteria use the same flat AND/OR group. Also supports EXPE (expenses) and INVC (invoices), read-only.
search_records
ChatGPTSearch known fields using flat AND/OR criteria; nested Boolean groups are unsupported. Custom fields require categoryTreePosition__fieldName. Use list_object_types for supported operators. Also supports EXPE (expenses) and INVC (invoices), read-only.
teamconnect_auth_status
ChatGPTCheck the authenticated TeamConnect identity and upstream tool discovery. Does not change TeamConnect data.
timekeeper_daily_hours
ChatGPTTotal FEE hours per timekeeper per service date across several invoices, and flag days above a threshold (for example one person billing 28 hours in a day across invoices). Give invoice_ids, or an INVC search expression (for example the same vendor in a date range). Reads at most 50 invoices; check coverage before treating results as complete. Read-only.
update_record
ChatGPTUpdate ordinary properties and/or named custom fields while preserving unrelated values and untouched dates. Use preview=true to inspect planned changes without writing; default is immediate execution.
update_record_category
ChatGPTUpdate requested custom-field values within one category, preserving sibling fields and untouched dates. Does not replace the category or change its structure. Use preview=true to inspect planned changes; default is immediate execution. Empty arrays do not clear fields.
