Hive

Adds a line to an expense report.

addExpenseLine

Add existing Hive files to the explicit File Library repository without duplicating or deleting the underlying files. If parentId is omitted and no sharingType is provided, files default to Only me. If parentId is provided and no sharingType is provided, files inherit folder access.

addFilesToFileLibrary

Adds a note to a finance record.

addFinanceRecordNote

Adds a line to a general-ledger journal.

addJournalLine

Adds a reaction emoji to a comment. Access: Requires user access to the workspace.

addPostCommentReaction

Adds a reaction emoji to a post. Access: Requires user access to the workspace.

addPostReaction

Adds a budget entry to a Hive project.

addProjectBudget

Adds a user to a project's owner list without removing existing owners. To replace owners, add the new owner before removing the previous owner so the project never has zero owners.

addProjectOwner

Adds an uploaded Hive file as the next proof version of an action, creating the proof when the action has none. Same result as the card's "Add new file version" with "Upload only": no approval request is sent, and an AI review starts only when runAiReview is true. Access: users allowed to add proof versions to the action, with proofing enabled for the workspace, project and card. Legacy external approvers of the proof cannot add versions. Errors: throws when the file is missing, still uploading, in another workspace, not uploaded by the caller or already a proof version; when the action's proof is a folder; when the project is archived; or when proofing is unavailable on the action.

addProofVersion

Adds a line to a purchase order.

addPurchaseOrderLine

Adds a status to a project's workflow. Use setCustomStatusColor afterward when the status also needs a custom color.

addStatusToProjectView

Adds a line to a billing worksheet.

addWorksheetLine

Adjusts a billing worksheet line.

adjustWorksheetLine

Calculates filtered totals for records the caller can access in one Hive table.

aggregateRecords

Lists Proofing instructions in exactly one scope. Omit projectId for workspace scope. Includes candidates and suppressed preferences for management. Newest-modified first. Access: workspace members (external users excluded).

aiProofingLearnedInstructions

Applies an action template and returns section-placement details, including whether the default section was skipped.

applyActionTemplate

Applies an advance bill to a posted customer invoice: Dr the deferred revenue account / Cr accounts receivable, relieving the deferral against the receivable that invoice raised and reducing the invoice balance. Revenue is recognized by the invoice, so nothing is credited to revenue here — the application draws from the same deferred pool the recognition schedule draws from, and the recognition periods it consumes are reduced by the same amounts. Access: signed-in members of the advance billing's workspace with the billingInvoiceGenerate permission, in a workspace where finance is enabled. Errors: advance billing not found; the advance bill posted no issuance journal, so the deferral this would relieve was never credited; amount not greater than zero; amount above the unapplied balance; amount above the deferred revenue still held (revenue already recognized cannot be deferred again); source is not a posted customer invoice; invoice belongs to another customer; accounting period not found or not open; posting batch not found; posting date inside closed books; the advance billing, its invoice, or one of its recognition periods changed while it was being applied; and a refusal to post at all when the deployment cannot run the write in a transaction. Repeating a call with the same idempotencyKey returns the first result.

applyAdvanceBilling

Applies an approval template to an action, creating its configured rounds, ordered stages, and approvers.

applyApprovalTemplate

Applies active bank rules to eligible unmatched transactions.

applyBankRules

Applies a credit memo to a customer invoice.

applyCreditMemo

Imports the trial balance for a finance migration run.

applyFinanceTrialBalanceImport

Apply a project template to an existing project. This mutation copies settings, structure, and configuration from a template project to a target project based on the importWith flags. Access: Requires user access to both template and target projects Returns: The updated target project

applyProjectTemplate

Apply text changes requested by review feedback to an action's PDF proof and save the result as a NEW FILE VERSION in Hive (the original version is kept). Workflow: (1) call get_proofing_feedback; (2) for each item that asks for a text change, decide the exact literal replacement; (3) call this tool once with all edits; (4) report the new version and which edits were applied or skipped. Pass edits as {page, originalText, newText, feedbackId, region}: originalText is the exact text now on the page, kept as short as the change allows (a word or phrase, never a paragraph), and region is the feedback's region from get_proofing_feedback. Only make edits the feedback asks for; never global find/replace, and skip feedback that is not a text change (questions, layout, imagery) and say so. suggestionIds is a shortcut for Buzz AI suggestions that carry proposed text: each is applied as written at every location it lists. Each edit rewrites the text in place in the PDF's own content. An edit that cannot be made in place (for example originalText is not in the region, or the font cannot draw newText) is not applied and its feedback stays open; its warnings say why (in_place_unavailable:<reason>). The response lists per edit whether it applied, its fidelity (in-place, or in-place-fallback-font / in-place-substitute-font when glyphs came from another font) and warnings. If no edit applies, no version is created. With markResolved (default true) feedback whose edits all applied is marked addressed: suggestions resolved, comments completed with a short reply, and the version's comment threads are copied onto the new version.

applyProofingFeedback

Approves a credit memo.

approveCreditMemo

Approves a customer invoice.

approveCustomerInvoice

Approves an expense report.

approveExpenseReport

Approves a general-ledger journal.

approveJournal

Clear one step of the route holding a baseline. The baseline is numbered, supersedes the live one and locks the plan onto itself as the last step clears; until then it stays pending on the next approver.

approveProjectBudgetVersion

Approves a submitted purchase order, or clears one step of the rule route holding it. With a matched route, each call consumes the step the order is waiting on; the order reaches 'approved' — committing budget cost entries — only as the last step clears. Without a route the first call approves outright, exactly as before rules were enforced. Access: 'purchasingApprove' in a workspace where finance is enabled. A rule route can require more than that permission, never less: a step naming a user or team admits only them. Errors: refuses an order that is not submitted, and refuses a user the route is not waiting on.

approvePurchaseOrder

Agrees the workspace owes this bill. Not the same authority as posting it: the approver/poster separation is the segregation-of-duties ruling, and there is deliberately no auto-approve-on-create preference. Access: 'purchasingApprove' in a workspace where finance is enabled.

approveVendorBill

Approves the vendor bill payable linked to a purchase order.

approveVendorBillPayable

Approves a billing worksheet at the billing review step.

approveWorksheetForBilling

Approves a billing worksheet at the project-manager review step.

approveWorksheetForPm

Archives or restores specified Hive action cards. Requires concrete, non-empty actionIds. Use only for Hive actions, not email, inbox, or message cleanup.

archiveActions

Archives a bank transaction categorization rule.

archiveBankRule

Soft-archives CRM records of one type; pass one ID for a single record. Records remain recoverable. Resolve IDs first and call only for an explicit archive, delete, or remove request; do not use it to close an opportunity—use closeOpportunity instead. Requires CRM access. Account batches fail when live child accounts exist outside the batch. Returns the archived-record count.

archiveCrmRecords

Archives a CRM pipeline while preserving referenced opportunities. Access: workspace admins.

archiveCrmPipeline

Archives a CRM stage while preserving referenced opportunities. Access: workspace admins.

archiveCrmPipelineStage

Archives a finance reporting dimension.

archiveDimension

Archives table field definitions without deleting stored record values. Access: Table editors, table creator, or workspace admins.

archiveFieldDefs