Timix.AI

Approve a submitted timesheet period for a team member. The period and its time reports transition to Approved. Use confirm=true to proceed. Requires Manager or Admin/Owner role (Finance is excluded — timesheet approval is PM work, not finance).

Assign an organization member to a billing customer so they can see that customer and all its projects. Requires the org_user_id (discover it with get_project_team or get_employee_timesheet) and the customer_id. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself (Owner is not targetable by Admin).

Assign a member to a project so they can see it and log time against its tasks. Identify the member by email (preferred) or by org_user_id, and the project by project_id (discover ids with find_billing_work - never ask the user for an id). The organization is fixed by your context.

Create multiple time entries in one call. Supply an 'entries' array where each item has subtask_id, date (YYYY-MM-DD), and hours (> 0 and ≤ 24); optionally start_time (HH:mm, defaults to 09:00) and text. Entries are always attributed to you. Returns per-item results (partial failures are reported rather than aborting the batch). Max 50 entries.

Apply an organization-wide adjustment to every member's hourly COST rate, effective from a date. Supply EITHER adjustment_percentage (e.g. 5 to raise all rates by 5%, -3 to cut 3%) OR fixed_amount (set every rate to this exact amount), not both. The organization is fixed by your context - never pass an organization id. Rate values are never echoed back.

Apply a common text description update to multiple of your own time entries. Supply ids (list of time-report ids, max 100) and text (the new description). Returns per-id results — partial failures are reported rather than aborting the whole batch.

Cancel a pending invitation so the invite link is no longer valid. The email address can be re-invited at any time. Returns a preview unless confirm=true is set.

Permanently delete a scheduled report definition. Requires confirm=true to proceed.

Cancel (discard) your running timer without creating a time entry. The elapsed time is lost. No arguments needed.

Change an organization member's role. Returns a preview; re-call with the confirm_token and an idempotency_key to commit. Cannot assign the Owner role. Cannot escalate beyond your own role.

Check whether logging additional hours on a subtask would exceed its budget limits. Returns whether the budget is exceeded and a message.

Close an Open frame order so no new invoices may link to it. Returns a preview unless confirm=true is set. Closing is not directly reversible; the order remains in the Closed state.

Close a billing month so no further time can be logged or edited in it. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. Reversible only by reopening the month.

Commit a bulk-import CSV, creating the work hierarchy (customers, projects, tasks, subtasks) in the organization. Call validate_import first to verify the file.

Copy your own time entries from a source date range into a target date range, preserving each entry's weekday offset relative to the source start (e.g. copy last week to this week). New entries are created as Draft. The source range cannot exceed 31 days. Supply source_start_date, source_end_date, and target_start_date (all ISO 8601 YYYY-MM-DD).

Create a credit note against an existing invoice, reducing the amount owed. Requires Finance role or above.

Define a new custom field on a billing entity type (project, task, subtask, time report, or customer) for your organization. The organization is fixed by your context - never pass an organization id. type is one of String, Number, Date, DateTime, ListOfValues; ListOfValues requires at least one option. Marking a field mandatory blocks creating that entity type until a value is provided.

Create a new billing customer in your organization. The organization is fixed by your context - never pass an organization id.

Save a time-entry combination as a favorite for quick reuse. Returns the created favorite.

Create a new Open frame order (blanket PO / commercial envelope) for a customer. A frame order tracks a contracted hours or amount cap that invoices can draw down against. Reversible — the frame order can be deleted while it is still Open.

Create and SAVE a national-holiday profile for the organization for a specific year, AFTER the user has explicitly reviewed and confirmed the holiday list. Each holiday is either a full day off or a half/partial working day (with a start/end working window). Holiday dates MUST come from suggest_holiday_profile or the user — never invent dates. Only call this once the user has confirmed; do not call it to preview.

Create a new billing project under one of your customers. The organization is fixed by your context; customer_id must be a customer in your organization. Discover ids with find_billing_work - never ask the user for an id.

Create a new scheduled report definition. The report will be generated and emailed to recipients on the configured cadence.

Create a subtask under a task. All time entries are logged against subtasks, so every task needs at least one. The subtask inherits a valid billing type from the parent task. Discover ids with find_billing_work - never ask the user for an id.

Create a task under a project. Tasks group the subtasks that time is logged against. The task inherits its allowed billing types from the parent project. Discover ids with find_billing_work - never ask the user for an id.

Create a new time entry on a subtask for the current user. The entry is always attributed to you — you cannot create entries on behalf of another user. Supply subtask_id, the date (ISO 8601 YYYY-MM-DD), start_time (HH:mm, defaults to 09:00), and hours.

Permanently revoke one of your Integration API keys. Any MCP clients or integrations using the key will lose access immediately and cannot be restored. Returns a preview; re-call with the confirm_token and an idempotency_key to commit.

Delete a custom-field definition from the organization. If the field is mandatory and already has values stored on entities the service will reject the delete with a clear reason. Returns a preview unless confirm=true is set. Admin role required.

Soft-delete a billing customer and its whole hierarchy (projects, tasks, subtasks) into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.

Delete a DRAFT invoice permanently. Only draft invoices can be deleted; issued invoices are permanent records. Returns a preview unless confirm=true is set.

Delete a saved time-entry favorite. Requires confirm=true to proceed.

Soft-delete an Open frame order into the recycle bin (restorable by an Admin). Blocked when Issued/Sent/Paid invoices are linked — void or unlink those first. Returns a preview unless confirm=true is set.

Delete a named national-holiday profile from the organization. The year's holidays will no longer be applied to time calculations. Returns a preview unless confirm=true is set. Admin role required.

Soft-delete this organization. All members will be locked out and the org will be hidden until a platform admin restores it within the retention window. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. Owner role required.

Soft-delete a billing project and its whole task/subtask hierarchy into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.

Soft-delete a billing subtask into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.

Soft-delete a billing task and its subtask hierarchy into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.

Delete a time report entry. Members can delete their own reports; Managers/Admins can delete others' (subject to org settings). Returns a preview unless confirm=true is set.

Delete a named organization work schedule profile. Users assigned to this schedule will fall back to the default schedule. Returns a preview unless confirm=true is set. Admin role required.

Disable an organization member so they can no longer sign in or use the app. Reversible — the user can be re-enabled from the web application. Returns a preview unless confirm=true is set.

Re-enable a previously disabled organization member so they can log in and use the platform again. Requires the org_user_id. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself.

Find the projects, tasks and subtasks in your organization where time can be tracked, optionally filtered by a name fragment. Use this to locate where to record work. Returns ids and names only.

Generate a DRAFT invoice from a customer's approved billable hours over a billing period. The draft is editable and can be deleted before it is issued.

Get billing summary for a customer over a date range

Get all budget alerts for the organization showing projects that are over or near budget

Get overall budget health summary for the organization, including project counts by status (on-track, warning, critical), total remaining budget hours, and active alerts

Get the cost-rate history for a specific user in the organization. Requires Finance role or higher.

Get detailed information about a customer including health score and portfolio

Get organization dashboard metrics including utilization, revenue, and active projects

Get an employee's timesheet report showing target hours, actual hours logged, and variance. Can look up by employee name or default to the requesting user.