EZFlow Pro

Return the connected EZFlow company, current user, record counts, and MCP safety limits.

get_workspace

Answer accounting and profit-and-loss questions with revenue, recorded expenses, profit, margin, collected invoices, outstanding balances, and overdue balances.

get_accounting_summary

Get one customer from the connected EZFlow workspace by ID.

get_customer

Answer business dashboard questions with tenant-scoped customer, lead, estimate, invoice, and project counts, statuses, and values.

get_dashboard_analytics

Get one estimate and its line items from the connected EZFlow workspace.

get_estimate

Get one invoice, its line items, balance, and payment-option status.

get_invoice

Get one project and its customer, schedule, scope, and job values.

get_project

Read the referral program, referrers, affiliates, tracking links, conversion metrics, rewards, commissions, and recent activity.

get_referrals

Read one Website Maker project, including its brief, current reviewed document, messages, versions, assets, SEO context, and deployment state.

get_web_project

After explicit user approval, improve an existing draft estimate title, scope, notes, dates, or complete line-item wording and pricing. Read the estimate first and preserve any fields the user did not ask to change. Sent or approved estimates are blocked.

update_estimate_draft

After explicit user approval, improve an existing draft invoice scope, notes, due date, or complete line-item wording and pricing. Read the invoice first and preserve any fields the user did not ask to change. Sent, unpaid, partial, and paid invoices are blocked.

update_invoice_draft

Read crew profiles, permissions, rates, active status, and their latest consent-enabled dispatch location state with exact pagination.

list_crew

Read scheduled jobs and appointments with customer, crew assignment, time, type, location, and exact pagination metadata.

list_dispatch_events

Read social posts and email campaigns across Marketing Studio, including draft, scheduled, published, and sent status. Each content type includes exact pagination metadata.

list_marketing_content

Read Website Maker projects, versions, publication state, domains, and deployment status with exact pagination, without publishing or deleting anything.

list_web_projects

Read the connected user’s recent customer messages, leads, estimate activity, invoice activity, and unread count.

list_notifications

After explicit user approval, update only the connected user’s notification seen timestamp and clear their unread badge.

mark_notifications_seen

After explicit user approval, record a positive job-cost expense. This never creates a payment or bank transfer.

record_accounting_expense

After explicit user approval, create a calendar or dispatch event and optionally assign a tenant-scoped crew member. Connected Google Calendar sync remains best effort.

create_dispatch_event

List recorded job costs with exact totals and pagination, optionally filtered by project, category, or an inclusive date range.

search_accounting_expenses

List all customers or search by name, email, phone, company, street address, city, state, or postal code. Use this first when the user identifies a customer without an exact ID. If multiple plausible records are returned, ask which one they mean or whether this is a new customer. The response includes an exact total and pagination; when the user asks for every customer, continue with next_offset until has_more is false.

search_customers

Browse estimate records or find them by number, customer, title, project type, current status, or created/sent activity date. Never infer a total from the estimate array length: exact_matching_count is authoritative and page_record_count is only the current page. Use summarize_estimates instead for count, total, how-many, month, or latest-sent questions.

search_estimates

List all invoices or search non-archived invoices by number, customer, project type, or status. The response includes exact totals and pagination; follow next_offset until has_more is false when the user asks for every invoice.

search_invoices

List all projects or search by number, title, customer, project type, or status. The response includes exact totals and pagination; follow next_offset until has_more is false when the user asks for every project.

search_projects

Always use this tool for estimate count, total, how-many, open, outstanding, pending, won, lost, sent, created, year, month, date-range, most-recent, or last-sent questions. Open means sent or viewed, never draft. Do not count rows returned by search_estimates. This tool returns exact database counts independent of page limits.

summarize_estimates

Answer invoice count and date questions, including how many invoices were created, sent, or paid in a month and when the latest invoice was sent or paid. Counts are exact. Latest records are limited to the requested date range, or all time when no range is supplied.

summarize_invoices

After explicit user approval, correct an existing tenant-scoped expense without deleting it or moving money.

update_accounting_expense

After explicit user approval, update a tenant-scoped crew profile, pay settings, active state, or permissions without deleting the member.

update_crew_member

After explicit user approval, update any supplied profile or contact fields on one existing customer in the connected EZFlow workspace. First use search_customers with the supplied name, phone, email, or address; if multiple records match, ask the user which one and pass only that selected ID. This account-scoped tool never deletes or contacts the customer.

update_customer

After explicit user approval, update a tenant-scoped event’s schedule, details, location, or crew assignment without deleting it.

update_dispatch_event

Update approved project details without deleting it or changing its workflow status.

update_project

After explicit user approval, update a tenant-scoped referrer or affiliate without deleting reward history.

update_referral_partner

After explicit user approval, rename a Website Maker project or merge changes into its brief. This does not publish, deploy, delete, or purchase anything.

update_web_project_draft