Contreal

Returns a temporary download link for one file the user may open, with its name, type and size. The link works without signing in and expires 5 minutes after this call; calling again gives a fresh one. File ids come from get_task, search_files, get_meeting (recording_storage_id) and the other tools that list files.

get_file_link

Returns one meeting the user can access: title, status, date, duration, project, client, attendees, notes, the AI summary (and the client-facing summary), key points, insights and the action items the AI extracted from the conversation. `has_transcript` says whether a transcript exists; read it with get_meeting_transcript. `recording_storage_id` is the recording's file id for get_file_link.

get_meeting

Returns the full transcript of one meeting the user can access, one line per utterance as "[mm:ss] Speaker: text", together with the meeting's title, date, summary, creator and the Contreal tasks that were created from it. `transcript` is null while the recording is still being processed (status "processing") or when there was no recording. For the summary and action items alone, get_meeting is enough.

get_meeting_transcript

Returns one note the user can read, with its full body, title, what it is attached to (client, project, task, step, meeting or standalone), visibility (private = the author only, company = the team, client = also shown to the client) and author id.

get_note

Returns one project the user is a member of: name, status, type, price and currency, dates, description, client, its steps (id, title, type, status, order, dates) and its members. Use get_step for a step's tasks and details, search_tasks with project_id for the project's tasks.

get_project

Returns one step of a project: title, type, status, dates, description, the step's own data (depends on the step type), total tracked time in seconds and the step's tasks. Step ids come from get_project.

get_step

Returns one task the user can access: title, description, status, priority, deadline, estimate, project, client, step, meeting, creator, assignees, links, sub-tasks, tracked time, the full comment thread (author, text, time, attached files, replies) and the files attached to the task (file ids for get_file_link). It also returns the company's `available_statuses` and `available_priorities`, for a task in a project the project's steps, and `assignable_members`: the team members this connection can assign to the task (for a task in a project, its members; otherwise the company's full team members) — never client users, whom it cannot assign. These are the ids other tools take for these fields.

get_task

Lists the files of an upload link made by create_upload_link on this connection: file_id, file name, content type, size and status — `uploaded` (the bytes arrived; the file_id works in attach_file_to_task and create_meeting_from_recording) or `pending` (reserved, the upload has not finished). Files a person uploads on the page appear here as they finish, and a file PUT directly to its put_url is confirmed here on the first call after the PUT. Also says whether the link still accepts uploads (`link_active`, `expires_at`).

get_uploaded_files

Totals of tracked (timer) hours for a period, broken down by person, task, project or day — the answer to "how many hours did X / the team / this project take in <period>". Returns the total, one line per group and any running timers. A timer run belongs in full to the day and the period it STARTED in, open runs included: a run that started before date_from is out even if it ended inside the period, and a 22:00→02:00 run counts entirely on its start day. Durations come as exact seconds and as H:MM or H:MM:SS (a duration, may exceed 24 hours; never rounded, so the lines add up to the total). `scope` is "company" for owners and managers; for a team member it is "self" and the answer covers only their own hours, whatever user_ids were passed, and their own lines are labelled "You (the asking user)" instead of their name. `runningTimers` lists timers still open. `truncated` with `truncatedReason: "row_cap"` means too many runs matched: `coveredFrom` is the day the figures actually start from. For the individual timer runs behind the totals, use list_time_entries.

get_hours_summary

Lists the accounting documents the company issued through its invoicing provider (tax invoices, receipts, invoice-receipts), newest first: document number and type, status, amount, client, project and step, when and to whom it was sent, and a link to the document when the provider has it. Read-only: issuing or sending documents is done in Contreal itself. Owners and managers only — for a team member the call is refused.

search_invoices

Returns the values this company uses for status and priority fields, as set in its Contreal settings (each company has its own names and ids): `task_statuses` (id, name, `is_completed` — a status whose is_completed is true completes the task; `is_default` marks the status a new task gets), `task_priorities` (id, name; `is_default` marks the priority a new task gets) and `client_statuses` (id, label, `kind` lead or client — a lead status makes the card a lead). These are the ids search_tasks, create_task and update_task take for status and priority, and create_client / update_client take for a client status. Call it before filtering or changing by a status or priority the user names in words, e.g. "move it to in progress".

list_statuses_and_priorities

Lists the company's internal team (owners, managers and team members, not client users): user id, name, email, role, membership status and whether a team member is a full member. Use these user ids to filter tasks or hours by person. Any team member may call it.

list_team_members

Lists individual timer runs in a period, oldest first: who, which task and project, start, end (null while running) and duration in seconds, plus the period total. A timer run belongs in full to the day and the period it STARTED in, open runs included: a run that started before date_from is out even if it ended inside the period, and a 22:00→02:00 run counts entirely on its start day. Durations come as exact seconds and as H:MM or H:MM:SS (a duration, may exceed 24 hours; never rounded, so the lines add up to the total). `scope` is "company" for owners and managers; for a team member it is "self" and the answer covers only their own hours, whatever user_ids were passed, and their own lines are labelled "You (the asking user)" instead of their name. `runningTimers` lists timers still open. `truncated` with `truncatedReason: "row_cap"` means too many runs matched: `coveredFrom` is the day the figures actually start from. For totals per person, task, project or day, get_hours_summary answers directly.

list_time_entries

Returns the timer the connected user has running right now, if any: the task it runs on (id and title), when it started and how long it has been running (seconds, and as H:MM or H:MM:SS). `running: false` when no timer is running. Timers are read-only here: starting and stopping them is done in Contreal itself.

get_active_timer

Searches the company's CRM: clients and leads (a lead is a prospective client; `kind` says which). Matches the text against name, business name, email and phone; returns id, name, contact details, status, source, value and follow-up date, newest first. The company's client statuses (lead and client stages) are listed by list_statuses_and_priorities. Use get_client for one client's full card (notes, activity), search_projects with client_id for their projects, search_tasks with client_id for their tasks. Available to owners, managers and team members.

search_clients

Lists the company's expenses as on the website's Expenses page: one-time expenses and each occurrence of a recurring expense, grouped by month (or week / year), with supplier, category, amount, currency, the amount in ILS, date, status and source, plus the total in ILS of everything that matches. Filter by text, date range, history or forecast, category, one-time / recurring, project, supplier, or status (rejected and skipped rows appear only when asked for by status). `limit`/`offset` count expense rows, not groups. Owners and managers only — for a team member the call is refused.

search_expenses

Searches the files stored in Contreal that this user may open: file id, file name, type, size, upload time and what each file is attached to (task, meeting, project, step, expense, income or invoice document), newest first. Filter by text in the file name, by MIME type, or by what it is attached to. The files of one task are also in get_task. To open or download a file, get_file_link returns a short-lived link.

search_files

Lists the company's incomes as on the website's Incomes page — money expected or received from clients: amount, currency, expected date, received date, status, client, project, the payment request it came from and its invoice/receipt documents. Ordered by expected date, latest first. The text filter matches the income title or the name of its client or project. Owners and managers only — for a team member the call is refused.

search_incomes

Lists the meetings on the website's Meetings page that this user can access (meetings they created, meetings of projects they belong to, and — for full members — meetings with no project): id, title, status, date and time, project and client ids and the AI summary, most recent first. Filter by text, project, client or status. Use get_meeting for key points, action items and participants, and get_meeting_transcript for what was said.

search_meetings

Searches the internal notes this user can read (notes on clients, projects, tasks, steps and meetings, plus private notes of their own): id, title, the first 500 characters, what the note is attached to, visibility and author id, newest first. Filter by text in title or body, or by client, project or task. Use get_note for the full text.

search_notes

Lists the payment requests the company created for its clients, newest first: title, amount, VAT, currency, status (draft, sent, paid, cancelled, refunded), due date, when it was sent and paid, whether it waits for the owner to approve a manual payment, document status, client and project. Filter by project, client, status or text (title, project or client name). Read-only: creating, sending or cancelling requests is done in Contreal itself. Owners and managers only — for a team member the call is refused.

search_payment_requests

Lists the projects this user is a member of (the same list as the website's projects page), newest first: id, name, status (in_progress, on_hold, completed), type (fixed, hourly, retainer, hourly_bank), dates and client. Filter by name text, client or status. Use get_project for one project's steps and members.

search_projects

Lists the tasks this user can see on the website's tasks page: tasks they created, tasks in projects they are a member of, and (for full members) tasks without a project. Without filters it covers all of them, across every project. Each task comes with id, title, status (with `is_completed`), priority, deadline, project, client, step and assignees. Filter by text, open/completed, project, client, step, assignee (user ids from get_me / list_team_members), status or priority ids (the company's own, from list_statuses_and_priorities), or deadline. Tasks of on-hold projects are left out unless the search filters by project or step, as on the website. Default order: newest first. Use get_task for the description, comments and files of one task.

search_tasks

Changes a client or lead card; only the fields you pass change. Returns the saved card with the company's client statuses. Moving a lead to a status of kind client turns it into a client and records the date it became one; every status change is written to the card's activity log. Setting or changing the email creates (or links) a Contreal login for the new email and links it to the client's projects, and removes the previous email's login from those projects and from the company; no invitation or email is sent and nobody is notified. Available to owners, managers and full team members.

update_client

Changes a project the user is a member of; only the fields you pass change. Fields: name, client, status (in_progress, on_hold, completed) and the price fields that fit the project's type (fixed: price; hourly: price_per_hour; hourly_bank: price_per_hour + hours_amount; retainer: price + hours_amount). The type itself does not change. Changing the client moves the project's client access: the old client's login leaves the project and the new client's login (when it has one) joins it. Nobody is notified and nothing is sent to clients. Returns the project as it now is. Available to owners, managers and full team members.

update_project

Changes a task the user can access; only the fields you pass change, and the task as it now is comes back (fields and assignee_ids). Fields: title, description, deadline, estimate, project, step, client, status, priority, and assignees added or removed. Moving a task to another project also moves it to that project's client (a client_id passed with the move is applied after it), clears a step that is not in the new project and unassigns users who are not members of it; the user must be a member of the target project. The client can be any active client of the company, not only the project's client. Status and priority ids are the company's own (list_statuses_and_priorities); a status whose `is_completed` is true completes the task. Notifications go only to recipients who have task notifications turned on — in-app, plus email and/or WhatsApp for the channels they turned on; a recipient who turned task notifications off gets nothing, not even in-app. Newly assigned users other than you are notified of the assignment. Completing the task notifies its creator only when the new status is the company's own completed status (the one the website's "complete" uses — with several `is_completed` statuses, the others complete the task without notifying), and only when the creator is a team member and not you. Removing an assignee or changing other fields notifies nobody. Only internal team members can be assigned — through this connection a user whose role is client cannot be assigned. Nothing is sent to clients.

update_task

Returns the Contreal user this connection acts as and the one company it is connected to: user id, name and email; company id and name; the user's role in the company (owner, manager or team_member) and whether a team member is a full member; and the current date and time in the company's time zone (Asia/Jerusalem). Every other tool answers with exactly what this user can see and do on the Contreal website (for example, only projects they are a member of); finance is visible to owners and managers only. The user id here is the id to pass wherever a tool filters by person, e.g. "my" tasks or hours.

get_me