workload.zero

Get your own workload.zero profile (name, job title, bio, location, skills).

Takes no parameters.

Update your own profile. Pass the fields to change as a JSON object string.

List the users of the workspace (id and name). Use the id for direct messages; for task assignment use list_team_members or the user id.

Takes no parameters.

List the people you share projects with, incl. their team member ids.

Takes no parameters.

List team members (id | user | type | weekly capacity). The team member id is what projects and task assignments store.

Takes no parameters.

Search across projects, tasks (title, number, linked issue) and users. Example: query "ZERO-41" or "login bug".

List your notifications, newest first (id | read | title | message).

Mark one notification as read, or all of them when notificationId is left out.

Recent changes in your projects (who changed what), optionally for one project or one area.

List the projects you have access to (id | code | name | status | client).

Takes no parameters.

Get a project: status, client, budget, period, team member ids, task count and description.

Create a project. clientId comes from list_clients (or create_client). Example: title "Website relaunch", projectCode "WEB", duration {startDate: "2026-11-01", endDate: "2027-03-31"}, budget {hourlyRate: 95, currency: "EUR"}.

Update a project. Give only the fields to change, e.g. status "on_hold" or a new end date in duration. The legacy `updates` JSON string is still accepted.

Delete a project you created. It is archived and hidden from all members; tasks and time entries stay in the database.

Budget analytics of a project: planned vs. used hours and amount, burn rate.

List the members of a project (team member id | user id | name | role | weekly hours). Use the team member id for add/update/remove_project_member.

Add a team member to a project (admin or project manager). teamMemberId comes from list_team_members.

Change role, weekly hours, capacity or permissions of a project member.

Remove a team member from a project. Their tasks stay assigned until you reassign them.

List project clients (id | name | company | email). Use the id as clientId in create_project.

Takes no parameters.

Create a project client (admin or project manager).

List tasks (id | number | title | status | priority | project | assignees | due). Without projectId: your assigned tasks, or with view "all" every task in your projects. With projectId: all tasks of that project, filterable by assignee and priority.

Get one task with description, status, priority, assignees, estimate and booked hours, start/due date, tags, linked issue, links, subtask parent, attachments (with download links) and comments.

Create a task (shown in workload.zero as created by an agent). Example: projectId from list_projects, title "Fix login redirect", priority "high", assignedTo [user or team member id], deadline {startDateTime: "2026-11-10T09:00:00Z", endDateTime: "2026-11-14T17:00:00Z"}, maxHours 6.

Update a task. Give only the fields to change: status, title, description, priority, assignedTo (replaces the list), tags (replaces), deadline, maxHours, linkedIssue, links (replaces), parentTaskId. Archive with status "archived". The legacy `updates` JSON string is still accepted.

Add yourself to the assignees of a task.

Remove yourself from the assignees of a task.

List the subtasks of a task. Create a subtask with create_task and parentTaskId.

Move a task to a board column (status) and position (0 = top).

Add a link to a task, e.g. the pull request, Figma frame or Jira ticket.

Remove a link from a task by its position in the links list (0-based, as shown by get_task).

Replace the work result links of a task (what the assignee delivered, e.g. a PR or a deployed preview).

Delete a task (admin, project manager or project lead). It goes to the deleted list and can be restored with restore_task.

Restore a deleted task. Takes the Mongo id from list_deleted_tasks.

List deleted tasks of your projects (id | number | title | deleted at).

Takes no parameters.

Change history of a task: who changed which field from what to what.

List the tags used on tasks, optionally for one project.

Add a comment to a task, optionally with images (each from an https URL or base64). Images are stored in the project files under tasks/<task number>/.

Edit the text of one of your own comments; it is marked as edited. Comments of others can only be deleted (by admins, project managers and project leads), not edited.

Delete a comment (your own, or any as admin, project manager or project lead).

Add your emoji reaction to a comment, or remove it if you already reacted with that emoji.

Attach an image or file to a task. Give sourceUrl (https) or base64 + fileName, or fileItemId of a file already in workload.zero. The file is stored in the project files under tasks/<task number>/ like in the app; returns a download link.

Remove an attachment from a task and move the file to the trash (your own attachment, or any as admin, project manager or project lead).

Get your time entries (id | date | hours | project | task | description) with the total.

List time entries of everyone you may see (admin and project manager view), filterable by project, user and date.

Log time on a project, optionally for a task. Example: projectId, taskId, date "2026-11-04", hours 1.5, description "Code review". With startTime/endTime (HH:mm) the entry shows the time span.

Change a time entry (hours, date, description, task, start/end time, billable). Give only the fields to change.

Delete one of your time entries. Entries that are already invoiced or approved cannot be deleted.

Start the running timer for a project (and task). Stop it with stop_timer to book the time.

Stop the running timer and book the time as a time entry.

Show the running timer, if any (project, task, start time).

Takes no parameters.

Discard the running timer without booking any time.

Takes no parameters.

Get your goals for today (id | title | timeframe | task | project | checklist progress).

Takes no parameters.

Get your goals for the current week (Monday to Sunday), with checklist progress.

Takes no parameters.

List goals by date range (YYYY-MM-DD) or timeframe, e.g. startDate 2026-11-01, endDate 2026-11-30.

Get all goals linked to a task (task Mongo id), e.g. to see when work on it is planned.

Create a daily or weekly goal, optionally linked to a task or project, with a checklist; shown in workload.zero as created by an agent. Example: title "Ship invoice export", checklist [{"label": "Write tests"}].

Update a goal: date, title, task, project, color, time slot or checklist. Give only the fields to change. The legacy `updates` JSON string is still accepted.

Mark a goal as completed. Checklist items keep their own state.

Tick or untick one checklist item of a goal (index is 0-based, in the order list_goals shows).

Delete a goal and its checklist. Linked tasks and time entries stay.

List your absences (vacation, sick days, comp time) with status.

Takes no parameters.

List the absences you may see as admin or project manager, optionally by date range or status.

Request an absence. Example: type "vacation", startDate "2026-12-22", endDate "2026-12-31". Partial days: startTime/endTime or hours.

Change an absence request (dates, type, reason). Give only the fields to change.

Withdraw an absence request or delete an absence. The team calendar updates immediately.

Approve or reject an absence request (admin or manager). The employee sees the decision.

List your invoices (id | number | date | gross total | status | buyer).

Takes no parameters.

Get an invoice with line items, buyer, totals and status. Accepts the id or the invoice number, e.g. RE-2026-0042.

Create a draft invoice from the unbilled time entries of a project in a period.

Create a draft invoice by hand. It stays a draft: finalizing and sending happen in the app. Example: invoiceDate "2026-11-04", billingClientId from list_billing_clients, lineItems [{position: 1, description: "Consulting", quantity: 8, unit: "h", unitPrice: 95, vatRate: 19}].

Update a draft invoice. Give only the fields to change; lineItems replaces the whole list. Finalized invoices cannot be changed.

Delete a draft invoice. Finalized invoices cannot be deleted.

Record a (partial) payment on an invoice. Example: amount 1190, paidAt "2026-11-04".

List the payments recorded on an invoice.

Get the PDF of an invoice as an attached file.

Revenue breakdown of the year (per month, per client).

Takes no parameters.

Hours that are tracked but not invoiced yet, per project.

Takes no parameters.

List billing clients (id | company | invoice email | payment terms). Use the id for invoices and quotes.

Takes no parameters.

List your sender entities (id | name | default). Quotes and invoices are issued in the name of one of them.

Takes no parameters.

List your quotes (id | number | date | status | customer).

Takes no parameters.

Get a quote with positions, customer, totals and status.

Estimate a quote from a scope description. Returns deterministic 'historical' and 'rate-card' variants (each with sum and confidence) plus the context (comparable past projects, standard rate). Add your own 'free-scope' variant from the context, then present all variants with totals so the user can pick.

Create a quote as a DRAFT. Example: date "2026-11-04", billingClientId from list_billing_clients, positions [{description: "Design workshop", quantity: 2, unit: "days", unitPriceNet: 1200}]. Use estimate_quote first to price a scope. The quote is never sent automatically; sending needs a human approval in the app. The legacy `data` JSON string (document field names) is still accepted.

Update a draft quote. Give only the fields to change; positions replaces the whole list.

Delete a quote that has not been sent yet. Sent quotes stay for the record.

Get the PDF of a quote as an attached file.

Convert an ACCEPTED quote into a draft invoice (positions 1:1).

Send a quote to the client by email. This ONLY works after the user approved the quote for sending in the app. There is intentionally no tool to grant that approval; sending stays under human control.

List deals (id | title | stage | status | value | ref), optionally by stage, pipeline or company.

Get a deal with contacts, company, products, notes and its activities.

Create a deal. Example: title "Website relaunch Acme", value 24000, stage "proposal", companyId, contactIds.

Create or update a deal idempotently by campaign ref (derived from the lead email).

Update a deal by id: stage, status, notes, value, loss reason, tags, title, probability, expected close date, contacts, company.

Move a deal to another pipeline stage, e.g. "negotiation".

Mark a deal as won; status won, stage closed_won, counts in reports.

Mark a deal as lost with a reason, e.g. "Budget moved to 2027".

Link a won deal to the workload.zero project that delivers it.

Delete a deal (it is hidden from lists and reports, its activities stay).

Convert a deal by ref code (idempotent): stage converted, status won.

Find a deal by its 6-hex campaign ref code.

List CRM companies (id | name | industry), optionally by search text.

Get a CRM company with its contacts and deals.

Create or update a CRM company idempotently by name.

Update a CRM company by id, e.g. to rename it. Give only the fields to change.

Delete a CRM company (it is hidden, its contacts stay).

List CRM contacts (id | name | email | company | position), optionally by search text or company.

Get a CRM contact with deals and timeline (activities, mails, notes).

Create or update a CRM contact idempotently by email.

Update a CRM contact by id, e.g. to change the email address. Give only the fields to change.

Delete a CRM contact. Before deleting for GDPR reasons, add the address to the suppression list.

List sales activities (calls, emails, meetings, tasks, notes), optionally for a contact, deal or company, or only upcoming/overdue ones.

Log or schedule a sales activity. Example: type "call", subject "Follow-up on proposal", contactId, dealId, scheduledAt "2026-11-06T10:00:00Z".

Update a sales activity. Give only the fields to change.

Mark a sales activity (call, email, meeting, task) as done.

Delete a sales activity from the deal and contact timeline.

List leads (id | name | email | company | status | score).

Takes no parameters.

Create a lead (a person not yet qualified), e.g. from an event or a website form.

Update a lead, e.g. its status. Give only the fields to change.

Delete a lead that is not converted.

Mark a lead as qualified, ready to convert into a contact and deal.

Convert a lead into a contact (and company), optionally with a new deal.

List sales pipelines (id | name | stages | default).

Takes no parameters.

Create a sales pipeline with its stages.

Update a sales pipeline: name, stages (replaces the whole list) or default flag.

Set a sales pipeline as the default for new deals.

Delete a sales pipeline. Move or close its deals first.

Sales reports. report: pipeline-value, conversion-rates, activity-metrics, forecast, win-loss, sales-velocity, leaderboard. Default pipeline-value.

Check whether email addresses are on the suppression list (do-not-contact). ALWAYS call this before sending any outreach email; never email an address reported as suppressed.

Add an email address or a whole domain to the suppression list, e.g. after an unsubscribe, an objection (GDPR Art. 21), an erasure request (Art. 17) or an access request (Art. 15).

List suppression list entries, optionally filtered by search, reason or open GDPR requests.

Mark the GDPR request (Art. 15/17/21) of a suppression list entry as answered.

List your chats (id | title | participants | unread | last message).

Takes no parameters.

Read the latest messages of a chat, oldest first (message id | time | sender | text). Use before (ISO time of the oldest shown message) to page back.

Send a message in a chat. The participants see it immediately.

Send a direct message to a person (user id from list_users). Opens the direct chat if there is none yet.

Create a group chat with people (user ids from list_users), optionally tied to projects.

Edit one of your chat messages. Participants see the new text marked as edited.

Delete one of your chat messages for all participants.

Mark all messages of a chat as read; resets its unread count.

Unread message counts per chat id, for a quick inbox check.

Takes no parameters.

List files and folders in a space or in one folder of it (id | name | file/folder | size | updated).

List the files you opened or changed recently, across all spaces.

Takes no parameters.

Search files by name across your spaces.

Get details of a file or folder: name, type, size, owner, versions, tags.

Get a temporary download link for a file (open it to view or download; the link expires, call again for a fresh one).

Upload a file into a space (optionally into a folder) from an https URL or base64. Allowed: images (png, jpeg, gif, webp, heic), pdf, txt, md, csv, json, zip, docx, xlsx, pptx. Returns the file id and a download link. To attach a file to a task use attach_file_to_task.

Create a folder in a space, optionally inside another folder.

Move a file or folder to the trash (it can be restored in the app).