MCP Tools
Read tools only look things up. Write tools create or change records in your workspace, and are available only when write access is enabled on the connection.
This list is generated automatically from the MCP server on every production release, so it always reflects what is live.
Read tools (121)
Approvals (2)
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Tool
What it does
get_approval_inbox
List the financial records (invoices, application packages, change orders, and similar) awaiting an approval decision that YOU can act on for a project.
get_approval_resource_detail
Show the approval workflow detail for one financial record pending approval, including each eligible step approver and their per-step approver id.
Bid requests (8)
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Tool
What it does
get_bid_package_statuses_count
Show the count of bid packages per status on this project.
get_bid_request_details
Show the full bid package: dates, scope, financials, contract config, insurance requirements, bid managers, all received quotes with statuses and proposal…
get_bid_request_dictionaries
Return the enum dictionaries used across the Bid Request tools: statuses, grouped status buckets, contract-holder types, recipient app types, question types…
get_bid_request_documents
List files attached to a bid request: drawings, specifications, bid-request agreements, and insurance-requirement exhibits.
get_bid_request_previous_bidders
List vendor company IDs invited to prior bid requests across the workspace's bid history.
get_proposals
List or detail proposals (outbound responses to RFPs / bids sent).
get_rfps
List or detail Request For Proposals (RFPs / bid requests).
list_project_bid_requests
List bid requests a project sent out to vendors (sender-side RFPs the workspace authored).
Budget (6)
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Tool
What it does
get_budget_line_items
Retrieve budget line items for a project (detailed cost-code lines / cost breakdowns).
get_budget_summary
Get financial budget summary for a project.
get_project_cost_codes
Retrieve the cost-code tree (categories with nested cost codes) for a project.
get_project_financeable_sites
List financeable sites attached to a project's budget.
list_analytic_cost_codes
List analytic cost codes (paginated, searchable).
list_budget_financeable_sites
List financeable sites on a budget.
Capital planning (5)
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Tool
What it does
get_capital_plans
Browse capital plans (multi-year capital budgets shared with a client).
get_pipeline_cost_categories
List the cost categories available for pipelines.
get_pipelines
Browse Project-Request Pipelines (the intake containers that organise incoming project requests).
get_project_requests
Browse project requests (proposed projects awaiting review inside a pipeline).
get_scenarios
Browse the scenarios (planning variants) inside a capital plan.
Cash flow (3)
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Tool
What it does
get_cashflow
Retrieve one cash flow in full — forecast range, currency, and a flattened breakdown of cost codes (distribution curve, forecasted amount vs ROM budget…
get_cashflow_timeline
Retrieve the change history (audit trail) for one cash flow — created, shared, date-range changed, automatically reforecasted, cost-codes added/removed, curve…
get_cashflows
List cash flows (monthly cash-disbursement forecasts) for the workspace.
Companies & contacts (3)
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Tool
What it does
get_companies
List or detail companies / workspaces.
get_contacts
List or detail contacts (persons in the Ingenious directory).
search_contacts
Workspace-wide global contacts search — find persons across contacts, employees, and project directories.
Construction administration (6)
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Tool
What it does
get_daily_report_dictionaries
Discovery for create_daily_report: project-directory companies (company_id / issued_to_company_id / affected_party_id), delay types (delay_type_id), and safety…
get_daily_reports
Retrieve daily field reports from a Construction Administration project.
get_inspection_dictionaries
Resolve the values needed to create an inspection: the available inspection templates (id + name) plus the inspection type and examination options.
get_inspections
Retrieve inspections from a Construction Administration project.
get_punch_items
Retrieve punch items from a Construction Administration project.
get_punch_lists
Retrieve punch lists from a Construction Administration project.
Contracts (10)
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Tool
What it does
get_contract_change_sources
List the available contract_change_sources backing values (rfi, submittal, drawings, meeting-minutes, daily-report, inspection, risk-item, project-schedule…
get_contract_change_types
List the available change-order types (e.g. Design Modification, Field Condition, Owner / Client Change).
get_contract_changes
List or detail change orders (a.k.a.
get_contract_changes_flags
Check which change-order operations are available on a project for the current workspace.
get_contract_create_configuration
Read the contract creation configuration for a project + holder pairing.
get_contract_wbs
Retrieve the schedule-of-values / WBS tree of an existing contract (1–3 levels).
get_contracts
List or detail contracts (vendor agreements / commitments).
get_payment_terms
List the workspace payment terms (id, name, net days).
validate_contract_change_custom_id
Pre-flight uniqueness check for a change-order custom id on a project.
validate_contract_custom_id
Pre-flight uniqueness check for a contract custom id on a project.
Direct costs (3)
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Tool
What it does
get_direct_cost_details
Get the full record for one direct cost (amount, type, category, status, employee, budget code, project, notes).
get_direct_cost_dictionaries
Discovery for create_direct_cost: the type / category / status enums, workspace currencies, assignable employees (assigned_employee_id) and projects.
list_direct_costs
List direct costs across the workspace, with optional project / status / type / date / search filters.
Documents (1)
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Tool
What it does
get_file
Retrieve file/document metadata and a download URL from the Ingenious Platform.
Drawings (7)
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Tool
What it does
download_drawing_sheet
Get a downloadable PDF (or thumbnail image) of a drawing sheet.
get_drawing_categories
List all drawing categories supported by the platform.
get_drawing_set
Get full details for a single drawing set: name, type, status, category, counts (sheets / uploads / revisions), creator, issue date, and project-site location.
get_drawing_set_revisions
List set-level revisions (archived processing snapshots) for a drawing set.
get_drawing_sets
List drawing sets for a project.
get_drawing_sheet
Get a single drawing sheet version with its markup annotations (comments, RFIs, punches, submittal links).
get_drawing_sheets
List individual sheets (pages) inside a drawing set.
Funds (2)
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Tool
What it does
get_funds
Drill into a single capital fund.
get_funds_providers
List or detail capital fund providers.
General (3)
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Tool
What it does
get_action_required_items
Aggregate workflow queue of pending approvals, RFI reviews, and other action items across all the user's projects.
get_units_of_measure
Get the list of measurement units accepted by tools with a measurement_unit field (e.g. create_building, update_building).
me_about
Get information about the currently authenticated user and their workspace.
Invoices (12)
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Tool
What it does
get_applicable_funds
List funding sources for a project.
get_contract_wbs_for_invoice
Fetch a contract's WBS (Schedule of Values) snapshot for use when creating a new contracted invoice.
get_contracted_invoice_creation_details
Discovery payload for the contracted-invoice create flow (sub_type=your | vendor).
get_invoice_contract_summary
Get contract-level context for a contracted invoice: original / revised contract amounts, retention rollup, prior billings.
get_invoice_creation_options
One-shot discovery for invoice creation: bundles non-contracted creation details, contracted creation details (when contract_id is supplied), and the workspace…
get_invoice_details
Get full detail for a single invoice: identifiers, vendor, period dates, status & approval state, all amounts (gross/net/retention/paid/tax), application…
get_invoice_filters
Get the filter option lists for a project + invoice type, each as the value to send + a human label.
get_invoice_financial_info
Get billed/paid/retention/lien-waiver breakdown for an invoice plus the payment history.
get_invoice_timeline
Get the chronological state-change / approval timeline for an invoice (submit, approve, reject, pay, revise).
get_invoice_totals
Get aggregated invoice billing totals (gross + net billed this period) for a project, scoped by invoice_type.
get_non_contracted_invoice_creation_details
Discovery payload for the non-contracted invoice create flow.
list_invoices
List invoices in a project across three sub-types: my (sent), received, or shared.
Jobsite media (2)
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Tool
What it does
get_jobsite_media
List Jobsite Media files (jobsite photos, daily site media, progress videos) uploaded against a project.
get_jobsite_media_details
Get metadata for a single Jobsite Media file (owner, mime type, scan status, archive state).
Lists & templates (15)
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Tool
What it does
get_budget_line_item_list
Get one budget line-item list with its line items and templates.
get_cost_code_list
Get one cost code list with its categories and cost codes.
get_drive_structure_template
Shows one drive structure template in full, including its complete drive and folder tree.
get_meeting_template
Get one meeting template with its categories and topics.
get_quoted_item_list
Get one reusable quoted-item catalog with its categories and item codes.
get_task_template
Shows one task template in full — description, priority, type, tags and checklist.
list_budget_line_item_lists
List the reusable budget line-item lists in this workspace (each has a currency and unit family).
list_cost_code_lists
List the reusable cost code lists in this workspace.
list_currency_templates
List reusable currency-conversion templates and their conversion rates.
list_drive_structure_templates
Lists reusable drive structure templates — saved folder taxonomies that can be applied to a project to create its drives and folders.
list_insurance_templates
Lists reusable insurance requirement templates with their full requirement trees — the coverage a vendor or contractor must carry (e.g. General Liability with…
list_meeting_templates
List the reusable meeting templates in this workspace (agenda templates of categories and topics).
list_quoted_item_lists
List reusable quoted-item catalogs — workspace-level lists of item codes (grouped in categories) used as the basis for a bid form.
list_task_template_lists
Lists reusable task template lists — named sets of standard tasks (e.g. a project kickoff checklist) that can be applied to any project.
list_task_templates
Lists reusable task templates.
Locations & buildings (5)
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Tool
What it does
get_building_dictionary
Get reference option lists for building enum-shaped fields (primary_classification, secondary_classification, status, asset_type, occupancy_status, size_unit).
get_buildings
List or detail buildings (a.k.a.
get_project_locations
List project-location rows (per-project address records).
get_project_sites
Retrieve the jobsite-location tree (BUILDING → SUBSITE hierarchy) for a project.
get_subsites
Retrieve subsites (units within a building).
Meetings (2)
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Tool
What it does
get_meeting_minutes
Retrieve the agenda tree for a specific meeting: Categories → Topics → Discussions.
get_meetings
Retrieve meetings in a project.
Portfolios (2)
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Tool
What it does
get_portfolio_summary
Single-portfolio drill-down.
get_portfolios
List portfolios in the workspace.
Projects (8)
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Tool
What it does
get_project_create_metadata
Reference data for create_project — default currency, default unit-of-measure, available project types (id + name), and the workspace client-selection policy.
get_project_health
Get the overall project health traffic-light (a single status combining schedule, budget, and risk signals).
get_project_journal_entries
Project journal entries — qualitative progress/risk notes, field commentary, project-health tags.
get_project_journal_health_tags
List the project-health tags selectable when creating a project journal entry (e.g. Good / Medium / Bad).
get_project_phases
Retrieve the current project phase and phase details for a project.
get_project_tasks
List tasks for a project.
get_projects
List or detail projects.
get_projects_at_risk
Rank projects by risk for executive manage-by-exception use cases — a portfolio health snapshot across all active projects, sorted by risk.
RFIs (2)
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Tool
What it does
get_rfi_directory_companies
Retrieve directory of companies (and their persons) available for RFI participant assignment in a project.
get_rfis
Retrieve Requests for Information (RFIs) from a Construction Administration project.
Schedule (8)
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Tool
What it does
get_critical_path_risk_analysis
Rank the riskiest critical-path activities and explain why they threaten total schedule duration.
get_longest_critical_path_activity
Find the single longest-duration activity on the critical path and explain whether its duration creates schedule risk.
get_project_schedule_span
Analyze the overall time span of a project schedule (start-to-end window, total duration).
get_project_schedules
Retrieve project schedules (timeline data, tickets, milestones, Gantt-chart contents).
get_schedule_health
Assess schedule health using critical-path delay indicators and an estimated CPLI proxy.
get_schedule_ticket
Fetch a single schedule ticket (activity or milestone) with full detail: name, type, parent, dates (anticipated/baseline/actual), progress, duration, category…
get_schedule_ticket_categories
List the static dictionary of project-schedule ticket categories.
get_schedule_variance_analysis
Find schedule tickets with the largest variance values (biggest delays against baseline finish dates).
Specifications (3)
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Tool
What it does
get_specification_divisions
List divisions and sections within a specification set.
get_specification_section
Get specification section details and a download URL for the section document.
get_specification_sets
List specification sets for a project.
Submittals (3)
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Tool
What it does
get_submittal_packages
List submittal packages for a project.
get_submittal_types
Retrieve submittal type reference data from the Ingenious Platform.
get_submittals
Retrieve submittals scoped to a package.
Write tools (121)
Approvals (2)
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Tool
What it does
approve_resource
Records your approval on one workflow step of a financial record pending approval (invoice, application package, or change order).
reject_resource
Records your rejection on one workflow step of a financial record pending approval (invoice, application package, or change order).
Bid requests (5)
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Tool
What it does
copy_bid_request
Clone an existing bid request into a new draft.
create_bid_request
Create a new bid request (sender-side RFP) on a project.
send_bid_request_bulletin
Post a bulletin message to all active bidders on a bid request.
update_bid_request
Edit an existing bid request.
update_bid_request_seal_data
Adjust the seal of a sealed bid package: either unseal it now (unseal_now=true) or extend the sealed window with a new deadline + unseal date.
Budget (6)
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Tool
What it does
create_budget_cost_code
Creates a budget cost code inside a category.
create_budget_cost_code_category
Creates a budget cost code category under a budget.
create_budget_phase
Creates one or more phases under a budget.
create_project_budget
Creates a project budget (owner_budget or my_budget).
set_budget_cost_code_flat_number
Sets the original budget (flat number) on a cost-code item (idempotent PUT).
update_budget_cost_code
Edit a budget cost code.
Capital planning (14)
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Tool
What it does
attach_project_request_documents
Attaches already-uploaded documents to a project request as supporting files.
create_capital_plan
Creates a capital plan.
create_pipeline
Creates a new Project-Request Pipeline.
create_project_request
Creates a project request inside a pipeline.
create_scenario
Creates a scenario inside a capital plan.
set_capital_plan_archive_state
Archives or unarchives a capital plan.
set_pipeline_archive_state
Archives or unarchives a pipeline.
set_project_request_archive_state
Archives or unarchives a project request.
set_scenario_archive_state
Archives or unarchives a scenario.
update_capital_plan
Edits a capital plan.
update_project_request
Edits a project request.
update_project_request_status
Changes a project request's review status: Draft, Pending Review (submitted for approval), Reviewed (approved), or Rejected.
update_scenario
Edits a scenario.
update_scenario_status
Changes a scenario's approval status: Draft, Pending Approval, Approved, or Rejected.
Cash flow (3)
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Tool
What it does
create_cashflow
Create a cash flow (monthly disbursement forecast) for a project, seeded from its budget.
reforecast_upcoming_periods
Auto-reforecast a cash flow: redistribute upcoming periods to track the balance left to complete.
update_cashflow_configuration
Toggle whether approved invoices are included in a cash flow’s period actuals.
Construction administration (11)
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Tool
What it does
approve_daily_report
Approve a submitted daily report and return the updated report.
complete_inspection
Complete an inspection and return it, recording the final result.
create_daily_report
Create a daily report for a Construction Administration project and return it.
create_inspection
Create an inspection from a template in a Construction Administration project and return it.
create_punch_item
Create a punch item in a Construction Administration project.
mark_inspection_ready
Mark an inspection ready for approval (manual or via an approval workflow).
save_inspection_draft
Save survey answers (and an optional overall result/comment) on an inspection, and return the updated inspection.
set_punch_item_status
Set the status of a single punch item in a Construction Administration project.
submit_daily_report
Submit a draft daily report for review and return the updated report.
update_daily_report
Replace the contents of an existing daily report and return it.
update_punch_item
Update a single punch item in a Construction Administration project.
Contracts (6)
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Tool
What it does
approve_contract_wbs
Records your party's approval of a contract's schedule of values (WBS).
create_contract
Creates a contract on a project (ContractsV3).
create_contract_change
Creates a change order on an executed contract (v1 ContractChange API).
set_contract_change_status
Moves a change order through its status workflow (execute, void, request revision, submit to client, mark pending internal approval, revert to draft, reset…
set_contract_status
Moves a contract through its status workflow (execute, revert to draft, submit to client, initial execution, mark pending internal approval).
update_contract_insurance_requirements
Replaces a contract's insurance requirements with the supplied set.
Direct costs (1)
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Tool
What it does
create_direct_cost
Create a direct cost and return the created record.
Documents (2)
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Tool
What it does
upload_document
Single-call upload for files ALREADY available as in-context base64 AND ≤ ~2.5 MB raw.
upload_document_request_url
Returns a short-lived signed HTTPS PUT URL on this MCP server.
Invoices (9)
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Tool
What it does
apply_invoice_funding
Allocates funding sources to a received invoice (an owner / owner-rep action).
create_contracted_invoice
Creates a new contracted invoice.
create_non_contracted_invoice
Creates a new non-contracted invoice (e.g. permit fees, utility bills, keying charges).
mark_invoice_approved
Marks an invoice as fully approved.
mark_invoice_as_paid
Approves an invoice and optionally records a payment.
request_invoice_revision
Asks the sender of an invoice to revise and resubmit it (a receiver-side action), with an optional note.
submit_invoice_to_client
Sends an invoice to the client for their review/approval, with an optional cover note and attached documents.
update_contracted_invoice
Patch a contracted invoice (sub_type=your|vendor).
update_non_contracted_invoice
Patch a non-contracted invoice.
Jobsite media (2)
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Tool
What it does
archive_jobsite_media
Archive a Jobsite Media file.
unarchive_jobsite_media
Restore an archived Jobsite Media file so it shows up again under get_jobsite_media with show_archived=false.
Lists & templates (27)
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Tool
What it does
add_budget_line_items
Adds line items to a budget line-item list.
add_cost_code_categories
Adds categories and their cost codes to a cost code list in one call.
add_currency_conversions
Adds conversion rates (source → target @ rate) to a currency template in one call.
add_quoted_item_categories
Adds categories and their item codes to a quoted-item catalog in one call.
add_task_templates
Creates task templates in one call, optionally inside a task template list.
apply_currency_template_to_budget
Applies a currency template's conversion rates onto an existing project's budget (rates already applied are skipped).
apply_drive_structure_template
Creates a drive structure template's drives and folders on a project.
apply_insurance_template_to_contract
Copies a reusable insurance requirement template's requirements onto a contract.
apply_meeting_template
Applies a meeting template to an existing meeting, adding its categories and topics to the agenda.
apply_task_templates_to_project
Creates real tasks on a project from task templates.
create_budget_line_item_list
Creates a reusable budget line-item list with its initial line items.
create_budget_line_item_template
Creates a reusable template inside a budget line-item list.
create_cost_code_list
Creates a new, empty reusable cost code list.
create_cost_code_template
Creates a reusable template (a named subset of a cost code list's codes).
create_currency_template
Creates an empty reusable currency-conversion template (a workspace-level set of exchange rates).
create_drive_structure_template
Creates a reusable drive structure template: a named folder taxonomy that can be applied to any project.
create_insurance_template
Creates a reusable insurance requirement template — the coverage a vendor or contractor must carry, as a list of requirements with minimum amounts and optional…
create_meeting_template
Creates a reusable meeting agenda template with its categories and topics.
create_quoted_item_list
Creates an empty reusable quoted-item catalog (a workspace-level list of item codes used as the basis for bid forms).
create_task_template_list
Creates an empty task template list — a named set of standard tasks that can later be applied to any project in one step.
update_budget_line_item
Updates one budget line item.
update_cost_code
Updates one cost code in a list.
update_currency_conversion
Updates one conversion rate on a currency template (usually to correct the rate).
update_drive_structure_template
Replaces a drive structure template's folder tree.
update_insurance_template
Updates a reusable insurance requirement template.
update_meeting_template
Edits a meeting template.
update_task_template
Updates a reusable task template.
Locations & buildings (5)
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Tool
What it does
create_building
Create a new building / project site.
create_project_location
Add a project-location (address record) to a project.
set_primary_project_location
Mark a project-location as the project primary.
update_building
Update an existing building / project site.
update_project_location
Update a project-location (address record) for a project.
Meetings (7)
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Tool
What it does
create_meeting
Creates a new meeting in a project and returns the created meeting detail.
create_meeting_category
Add a top-level agenda section (e.g. "Action Items", "Technical Discussion") to a meeting.
create_meeting_discussion
Add a note, decision, or follow-up under an existing meeting topic (the finest-grained agenda level).
create_meeting_topic
Add an agenda item under an existing category (e.g. "Sprint Retrospective", "Site Safety").
update_meeting_category
Rename a category or change its order within a meeting agenda.
update_meeting_discussion
Edit the content / status / due_date of a single discussion note.
update_meeting_topic
Rename / re-order / change status or due_date on a meeting topic.
Projects (3)
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Tool
What it does
create_project
Creates a new Project in FEASIBILITY status.
create_project_journal_entry
Create a project journal entry (qualitative progress / risk note) with a project-health tag.
create_task
Create a project task (TasksV2).
RFIs (5)
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Tool
What it does
close_rfi
Close an RFI.
create_rfi
Create a new RFI in a Construction Administration project.
respond_rfi
Mark a submitted RFI as responded.
submit_rfi
Submit a draft RFI for review.
update_rfi
Update an existing RFI.
Schedule (7)
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Tool
What it does
add_schedule_link
Adds a dependency link between two schedule tickets.
add_schedule_milestone
Adds a milestone to a project schedule.
assign_main_project_schedule
Assigns a schedule as the project's main schedule.
create_project_schedule
Creates a new draft project schedule from scratch.
publish_project_schedule
Publishes the current draft of a project schedule.
save_project_schedule
Saves a project schedule as a DHTMLX Gantt bundle: tickets, links, and deletions submitted in one PATCH.
update_schedule_activity
Updates a single schedule ticket (activity OR milestone).
Submittals (6)
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Tool
What it does
close_submittal
Close out a submittal.
create_submittal
Create a submittal inside a package.
request_submittal_revision
Send a submittal back for revision and reassign the ball in court.
set_submittal_response
Record an approval or rejection response on a submittal.
submit_submittal
Advance a submittal into a review stage.
update_submittal
Update a submittal.