Cartoply

Create an org group. Body: {name}. Requires an active subscription.

create_group

Attach an admin-assigned zone directly to one member (same {name, type, data} shapes as create_territory) — admin-only, like all territory management; the rep sees it read-only. Lands in the `personal` bucket of list_member_territories; org routing honors it alongside library assignments. Prefer library territories + assign_territory for areas several reps share. Requires an active subscription.

create_member_territory

Create an organization (the caller becomes its admin). Body: {name}. Orgs unlock round-robin/territory routing and paid bookings; most org features need a subscription — see onboarding_status for the checkout URL.

create_org

Create a territory. Shapes (exact — data is stored as-is and drives routing): polygon → {name, type: "polygon", data: {polygon: [[lat,lng], ...]}} (one ring, implicitly closed); radius → {name, type: "radius", data: {center: {lat, lng}, radiusMiles}}; zip_codes → {data: {zipCodes: ["55401", ...]}}; cities/counties → {data: {cities|counties: [{name, state}]}}; states/countries → {data: {states|countries: [...]}}. Use geocode_address to turn an address into lat/lng. In a one-member org the territory is assigned to that member automatically; in a larger org it covers NOBODY until you call assign_territory or assign_group_territory — and a territory-matched event type turns every guest away while no member has coverage. Requires an active subscription.

create_territory

Decline a pending booking request, with an optional reason emailed to the guest.

decline_booking

Remove a date override by id (from list_date_overrides).

delete_date_override

Delete an event type by id. Pass orgId when it is an org event type.

delete_event_type

Delete an org group (members stay in the org; the group's territory attachments and routing references go away).

delete_group

Delete a member's directly-assigned territory.

delete_member_territory

Delete a territory from the org library.

delete_territory

Resolve a street address / city / ZIP to {lat, lng} using the same geocoder the app's territory routing uses. Use before create_territory when you only have an address.

geocode_address

The user's weekly availability rows (dayOfWeek 0–6, startTime/endTime "HH:MM", isClosed).

get_availability

Available slots a booking could move to, for a given date (query: date "YYYY-MM-DD").

get_booking_reschedule_slots

The event type's A/B experiment (running or last stopped), with per-variant views/bookings and significance inputs.

get_experiment

Browser URL for the human to connect the org's Jobber account (OAuth consent — cannot be completed by an agent). Requires an active subscription.

get_jobber_connect_url

An org member's weekly working hours and timezone, as the org sees them. Use before set_member_hours so you edit the real schedule rather than replacing it blind.

get_member_hours

The user's personal email-notification preferences.

get_notification_prefs

Org details incl. members (admin only).

get_org

Org-level notification preferences (admin only).

get_org_notification_prefs

The org-level default weekly schedule (fallback for members without personal availability on org event types).

get_org_schedule

Org members eligible to take over a booking (availability-checked), for reassign_booking.

get_reassign_candidates

Booking analytics. Personal by default; pass orgId for the whole org (admin only; optional groupId narrows to a group's members). range like "30d" | "90d" | "12m".

get_report

Bulk-create territories from import_territories_preview candidates (all-or-nothing transaction). Body: {territories: [...]} exactly as returned by the preview (edit names/drop entries as needed). Requires an active subscription.

import_territories_commit

Parse a Google My Maps KML/KMZ export (base64-encoded file content) and return territory candidates WITHOUT saving anything. Review the candidates, then call import_territories_commit with the ones to keep. Requires an active subscription.

import_territories_preview

Whether a Google or Outlook calendar is connected to this Cartoply account, with browser connect-URLs for the human when it is not. Connecting one lets Cartoply read busy times so booked slots are not offered, and put confirmed Cartoply bookings on that calendar. It does NOT let Cartoply add arbitrary appointments or events — this tool reports connection state, it is not a way to manage someone's calendar.

integrations_status

Email org invites to one or more addresses. Each recipient gets a join link (7-day expiry). Requires an active subscription.

invite_members

Re-sync the org's Jobber user list (for booking→assessment assignment). Requires an active subscription.

jobber_refresh_users

Whether the org's Jobber account is connected, and the mapped users.

jobber_status

List bookings the user attends or owns. Query: status ("confirmed"|"cancelled"|"pending_approval"|"no_show"), payment (e.g. "refund_due"), upcoming (boolean). Omitting status returns confirmed bookings (plus no-shows for an org), so ask for status "pending_approval" explicitly to find requests still awaiting a decision. Pass orgId to see a whole org's bookings instead (admin only; supports groupId).

list_bookings

Upcoming date-specific overrides (blocked days or altered hours).

list_date_overrides

List event types. Personal by default; pass orgId for an organization's event types (org admin only).

list_event_types

The user's Google calendars with which are currently checked for busy times (requires Google connected — see integrations_status).

list_google_calendars

Org groups (reusable member bundles used by routing, event-type eligibility, and territory assignment).

list_groups

Pending (unexpired) org invites.

list_invites

Everything that makes one member routable, in two buckets: `personal` — admin-assigned zones attached directly to this member (what create_member_territory writes; reps cannot create or edit territories themselves), and `assignedFromLibrary` — shared org-library territories assigned to them. Org routing honors the union of both (plus group-derived assignments); the rep sees the merged set read-only on their My Territories page.

list_member_territories

Organizations the user belongs to, with roles.

list_orgs

The org territory library (polygon and radius service areas used for territory-matched routing).

list_territories

Mark a booking as a no-show, or undo with noShow: false.

mark_booking_no_show

Get the authenticated user profile: name, email, username (the public booking link is cartoply.com/<username>), timezone, trial status.

get_me

The setup checklist. Returns each onboarding step with its state and, for steps only a human can do in a browser (paying, connecting a calendar), the URL to hand to them. Call this first and after each setup step to see what remains.

onboarding_status