Tool

What it does

get_approval_inbox

List the financial records (invoices, application packages, change orders, and similar) awaiting an approval decision that YOU can act on for a project.

get_approval_resource_detail

Show the approval workflow detail for one financial record pending approval, including each eligible step approver and their per-step approver id.

Tool

What it does

get_bid_package_statuses_count

Show the count of bid packages per status on this project.

get_bid_request_details

Show the full bid package: dates, scope, financials, contract config, insurance requirements, bid managers, all received quotes with statuses and proposal…

get_bid_request_dictionaries

Return the enum dictionaries used across the Bid Request tools: statuses, grouped status buckets, contract-holder types, recipient app types, question types…

get_bid_request_documents

List files attached to a bid request: drawings, specifications, bid-request agreements, and insurance-requirement exhibits.

get_bid_request_previous_bidders

List vendor company IDs invited to prior bid requests across the workspace's bid history.

get_proposals

List or detail proposals (outbound responses to RFPs / bids sent).

get_rfps

List or detail Request For Proposals (RFPs / bid requests).

list_project_bid_requests

List bid requests a project sent out to vendors (sender-side RFPs the workspace authored).

Tool

What it does

get_budget_line_items

Retrieve budget line items for a project (detailed cost-code lines / cost breakdowns).

get_budget_summary

Get financial budget summary for a project.

get_project_cost_codes

Retrieve the cost-code tree (categories with nested cost codes) for a project.

get_project_financeable_sites

List financeable sites attached to a project's budget.

list_analytic_cost_codes

List analytic cost codes (paginated, searchable).

list_budget_financeable_sites

List financeable sites on a budget.

Tool

What it does

get_capital_plans

Browse capital plans (multi-year capital budgets shared with a client).

get_pipeline_cost_categories

List the cost categories available for pipelines.

get_pipelines

Browse Project-Request Pipelines (the intake containers that organise incoming project requests).

get_project_requests

Browse project requests (proposed projects awaiting review inside a pipeline).

get_scenarios

Browse the scenarios (planning variants) inside a capital plan.

Tool

What it does

get_cashflow

Retrieve one cash flow in full — forecast range, currency, and a flattened breakdown of cost codes (distribution curve, forecasted amount vs ROM budget…

get_cashflow_timeline

Retrieve the change history (audit trail) for one cash flow — created, shared, date-range changed, automatically reforecasted, cost-codes added/removed, curve…

get_cashflows

List cash flows (monthly cash-disbursement forecasts) for the workspace.

Tool

What it does

get_companies

List or detail companies / workspaces.

get_contacts

List or detail contacts (persons in the Ingenious directory).

preview_contact_import

Check email addresses across Ingenious BEFORE adding anyone, and get a per-address verdict saying what to do with each one: already in your directory, exists…

search_contacts

Workspace-wide global contacts search — find persons across contacts, employees, and project directories.

Tool

What it does

get_daily_report_dictionaries

Discovery for create_daily_report: project-directory companies (company_id / issued_to_company_id / affected_party_id), delay types (delay_type_id), and safety…

get_daily_reports

Retrieve daily field reports from a Construction Administration project.

get_inspection_dictionaries

Resolve the values needed to create an inspection: the available inspection templates (id + name) plus the inspection type and examination options.

get_inspections

Retrieve inspections from a Construction Administration project.

get_punch_items

Retrieve punch items from a Construction Administration project.

get_punch_lists

Retrieve punch lists from a Construction Administration project.

Tool

What it does

get_contract_change_sources

List the available contract_change_sources backing values (rfi, submittal, drawings, meeting-minutes, daily-report, inspection, risk-item, project-schedule…

get_contract_change_types

List the available change-order types (e.g. Design Modification, Field Condition, Owner / Client Change).

get_contract_changes

List or detail change orders (a.k.a.

get_contract_changes_flags

Check which change-order operations are available on a project for the current workspace.

get_contract_create_configuration

Read the contract creation configuration for a project + holder pairing.

get_contract_wbs

Retrieve the schedule-of-values / WBS tree of an existing contract (1–3 levels).

get_contracts

List or detail contracts (vendor agreements / commitments).

get_payment_terms

List the workspace payment terms (id, name, net days).

validate_contract_change_custom_id

Pre-flight uniqueness check for a change-order custom id on a project.

validate_contract_custom_id

Pre-flight uniqueness check for a contract custom id on a project.

Tool

What it does

get_direct_cost_details

Get the full record for one direct cost (amount, type, category, status, employee, budget code, project, notes).

get_direct_cost_dictionaries

Discovery for create_direct_cost: the type / category / status enums, workspace currencies, assignable employees (assigned_employee_id) and projects.

list_direct_costs

List direct costs across the workspace, with optional project / status / type / date / search filters.

Tool

What it does

get_file

Retrieve file/document metadata and a download URL from the Ingenious Platform.

Tool

What it does

download_drawing_sheet

Get a downloadable PDF (or thumbnail image) of a drawing sheet.

get_drawing_categories

List all drawing categories supported by the platform.

get_drawing_set

Get full details for a single drawing set: name, type, status, category, counts (sheets / uploads / revisions), creator, issue date, and project-site location.

get_drawing_set_revisions

List set-level revisions (archived processing snapshots) for a drawing set.

get_drawing_sets

List drawing sets for a project.

get_drawing_sheet

Get a single drawing sheet version with its markup annotations (comments, RFIs, punches, submittal links).

get_drawing_sheets

List individual sheets (pages) inside a drawing set.

Tool

What it does

get_funds

Drill into a single capital fund.

get_funds_providers

List or detail capital fund providers.

Tool

What it does

get_action_required_items

Aggregate workflow queue of pending approvals, RFI reviews, and other action items across all the user's projects.

get_units_of_measure

Get the list of measurement units accepted by tools with a measurement_unit field (e.g. create_building, update_building).

me_about

Get information about the currently authenticated user and their workspace.

Tool

What it does

get_applicable_funds

List funding sources for a project.

get_contract_wbs_for_invoice

Fetch a contract's WBS (Schedule of Values) snapshot for use when creating a new contracted invoice.

get_contracted_invoice_creation_details

Discovery payload for the contracted-invoice create flow (sub_type=your | vendor).

get_invoice_contract_summary

Get contract-level context for a contracted invoice: original / revised contract amounts, retention rollup, prior billings.

get_invoice_creation_options

One-shot discovery for invoice creation: bundles non-contracted creation details, contracted creation details (when contract_id is supplied), and the workspace…

get_invoice_details

Get full detail for a single invoice: identifiers, vendor, period dates, status & approval state, all amounts (gross/net/retention/paid/tax), application…

get_invoice_filters

Get the filter option lists for a project + invoice type, each as the value to send + a human label.

get_invoice_financial_info

Get billed/paid/retention/lien-waiver breakdown for an invoice plus the payment history.

get_invoice_timeline

Get the chronological state-change / approval timeline for an invoice (submit, approve, reject, pay, revise).

get_invoice_totals

Get aggregated invoice billing totals (gross + net billed this period) for a project, scoped by invoice_type.

get_non_contracted_invoice_creation_details

Discovery payload for the non-contracted invoice create flow.

list_invoices

List invoices in a project across three sub-types: my (sent), received, or shared.

Tool

What it does

get_jobsite_media

List Jobsite Media files (jobsite photos, daily site media, progress videos) uploaded against a project.

get_jobsite_media_details

Get metadata for a single Jobsite Media file (owner, mime type, scan status, archive state).

Tool

What it does

get_budget_line_item_list

Get one budget line-item list with its line items and templates.

get_cost_code_list

Get one cost code list with its categories and cost codes.

get_drive_structure_template

Shows one drive structure template in full, including its complete drive and folder tree.

get_meeting_template

Get one meeting template with its categories and topics.

get_quoted_item_list

Get one reusable quoted-item catalog with its categories and item codes.

get_task_template

Shows one task template in full — description, priority, type, tags and checklist.

list_budget_line_item_lists

List the reusable budget line-item lists in this workspace (each has a currency and unit family).

list_cost_code_lists

List the reusable cost code lists in this workspace.

list_currency_templates

List reusable currency-conversion templates and their conversion rates.

list_drive_structure_templates

Lists reusable drive structure templates — saved folder taxonomies that can be applied to a project to create its drives and folders.

list_insurance_templates

Lists reusable insurance requirement templates with their full requirement trees — the coverage a vendor or contractor must carry (e.g. General Liability with…

list_meeting_templates

List the reusable meeting templates in this workspace (agenda templates of categories and topics).

list_quoted_item_lists

List reusable quoted-item catalogs — workspace-level lists of item codes (grouped in categories) used as the basis for a bid form.

list_task_template_lists

Lists reusable task template lists — named sets of standard tasks (e.g. a project kickoff checklist) that can be applied to any project.

list_task_templates

Lists reusable task templates.

Tool

What it does

get_building_dictionary

Get reference option lists for building enum-shaped fields (primary_classification, secondary_classification, status, asset_type, occupancy_status, size_unit).

get_buildings

List or detail buildings (a.k.a.

get_project_locations

List project-location rows (per-project address records).

get_project_sites

Retrieve the jobsite-location tree (BUILDING → SUBSITE hierarchy) for a project.

get_subsites

Retrieve subsites (units within a building).

Tool

What it does

get_meeting_minutes

Retrieve the agenda tree for a specific meeting: Categories → Topics → Discussions.

get_meetings

Retrieve meetings in a project.

Tool

What it does

get_portfolio_summary

Single-portfolio drill-down.

get_portfolios

List portfolios in the workspace.

Tool

What it does

get_project_create_metadata

Reference data for create_project — default currency, default unit-of-measure, available project types (id + name), and the workspace client-selection policy.

get_project_health

Get the overall project health traffic-light (a single status combining schedule, budget, and risk signals).

get_project_journal_entries

Project journal entries — qualitative progress/risk notes, field commentary, project-health tags.

get_project_journal_health_tags

List the project-health tags selectable when creating a project journal entry (e.g. Good / Medium / Bad).

get_project_phases

Retrieve the current project phase and phase details for a project.

get_project_tasks

List tasks for a project.

get_projects

List or detail projects.

get_projects_at_risk

Rank projects by risk for executive manage-by-exception use cases — a portfolio health snapshot across all active projects, sorted by risk.

Tool

What it does

get_rfi_directory_companies

Retrieve directory of companies (and their persons) available for RFI participant assignment in a project.

get_rfis

Retrieve Requests for Information (RFIs) from a Construction Administration project.

Tool

What it does

get_critical_path_risk_analysis

Rank the riskiest critical-path activities and explain why they threaten total schedule duration.

get_longest_critical_path_activity

Find the single longest-duration activity on the critical path and explain whether its duration creates schedule risk.

get_project_schedule_span

Analyze the overall time span of a project schedule (start-to-end window, total duration).

get_project_schedules

Retrieve project schedules (timeline data, tickets, milestones, Gantt-chart contents).

get_schedule_health

Assess schedule health using critical-path delay indicators and an estimated CPLI proxy.

get_schedule_ticket

Fetch a single schedule ticket (activity or milestone) with full detail: name, type, parent, dates (anticipated/baseline/actual), progress, duration, category…

get_schedule_ticket_categories

List the static dictionary of project-schedule ticket categories.

get_schedule_variance_analysis

Find schedule tickets with the largest variance values (biggest delays against baseline finish dates).

Tool

What it does

get_specification_divisions

List divisions and sections within a specification set.

get_specification_section

Get specification section details and a download URL for the section document.

get_specification_sets

List specification sets for a project.

Tool

What it does

get_submittal_packages

List submittal packages for a project.

get_submittal_types

Retrieve submittal type reference data from the Ingenious Platform.

get_submittals

Retrieve submittals scoped to a package.

Tool

What it does

approve_resource

Records your approval on one workflow step of a financial record pending approval (invoice, application package, or change order).

reject_resource

Records your rejection on one workflow step of a financial record pending approval (invoice, application package, or change order).

Tool

What it does

copy_bid_request

Clone an existing bid request into a new draft.

create_bid_request

Create a new bid request (sender-side RFP) on a project.

send_bid_request_bulletin

Post a bulletin message to all active bidders on a bid request.

update_bid_request

Edit an existing bid request.

update_bid_request_seal_data

Adjust the seal of a sealed bid package: either unseal it now (unseal_now=true) or extend the sealed window with a new deadline + unseal date.

Tool

What it does

create_budget_cost_code

Creates a budget cost code inside a category.

create_budget_cost_code_category

Creates a budget cost code category under a budget.

create_budget_phase

Creates one or more phases under a budget.

create_project_budget

Creates a project budget (owner_budget or my_budget).

set_budget_cost_code_flat_number

Sets the original budget (flat number) on a cost-code item (idempotent PUT).

update_budget_cost_code

Edit a budget cost code.

Tool

What it does

attach_project_request_documents

Attaches already-uploaded documents to a project request as supporting files.

create_capital_plan

Creates a capital plan.

create_pipeline

Creates a new Project-Request Pipeline.

create_project_request

Creates a project request inside a pipeline.

create_scenario

Creates a scenario inside a capital plan.

set_capital_plan_archive_state

Archives or unarchives a capital plan.

set_pipeline_archive_state

Archives or unarchives a pipeline.

set_project_request_archive_state

Archives or unarchives a project request.

set_scenario_archive_state

Archives or unarchives a scenario.

update_capital_plan

Edits a capital plan.

update_project_request

Edits a project request.

update_project_request_status

Changes a project request's review status: Draft, Pending Review (submitted for approval), Reviewed (approved), or Rejected.

update_scenario

Edits a scenario.

update_scenario_status

Changes a scenario's approval status: Draft, Pending Approval, Approved, or Rejected.

Tool

What it does

create_cashflow

Create a cash flow (monthly disbursement forecast) for a project, seeded from its budget.

reforecast_upcoming_periods

Auto-reforecast a cash flow: redistribute upcoming periods to track the balance left to complete.

update_cashflow_configuration

Toggle whether approved invoices are included in a cash flow’s period actuals.

Tool

What it does

add_contacts

Adds people to the workspace directory, one row per person, reporting which rows succeeded and which failed.

add_existing_contacts

Adds people who already exist in Ingenious to this workspace's contact directory, keeping the company they are already recorded under.

update_company

Updates a company in your directory: its name, type, website, tags, custom ID and external ID.

Tool

What it does

approve_daily_report

Approve a submitted daily report and return the updated report.

complete_inspection

Complete an inspection and return it, recording the final result.

create_daily_report

Create a daily report for a Construction Administration project and return it.

create_inspection

Create an inspection from a template in a Construction Administration project and return it.

create_punch_item

Create a punch item in a Construction Administration project.

mark_inspection_ready

Mark an inspection ready for approval (manual or via an approval workflow).

save_inspection_draft

Save survey answers (and an optional overall result/comment) on an inspection, and return the updated inspection.

set_punch_item_status

Set the status of a single punch item in a Construction Administration project.

submit_daily_report

Submit a draft daily report for review and return the updated report.

update_daily_report

Replace the contents of an existing daily report and return it.

update_punch_item

Update a single punch item in a Construction Administration project.

Tool

What it does

approve_contract_wbs

Records your party's approval of a contract's schedule of values (WBS).

create_contract

Creates a contract on a project (ContractsV3).

create_contract_change

Creates a change order on an executed contract (v1 ContractChange API).

set_contract_change_status

Moves a change order through its status workflow (execute, void, request revision, submit to client, mark pending internal approval, revert to draft, reset…

set_contract_status

Moves a contract through its status workflow (execute, revert to draft, submit to client, initial execution, mark pending internal approval).

update_contract_insurance_requirements

Replaces a contract's insurance requirements with the supplied set.

Tool

What it does

create_direct_cost

Create a direct cost and return the created record.

Tool

What it does

upload_document

Single-call upload for files ALREADY available as in-context base64 AND ≤ ~2.5 MB raw.

upload_document_request_url

Returns a short-lived signed HTTPS PUT URL on this MCP server.

Tool

What it does

apply_invoice_funding

Allocates funding sources to a received invoice (an owner / owner-rep action).

create_contracted_invoice

Creates a new contracted invoice.

create_non_contracted_invoice

Creates a new non-contracted invoice (e.g. permit fees, utility bills, keying charges).

mark_invoice_approved

Marks an invoice as fully approved.

mark_invoice_as_paid

Approves an invoice and optionally records a payment.

request_invoice_revision

Asks the sender of an invoice to revise and resubmit it (a receiver-side action), with an optional note.

submit_invoice_to_client

Sends an invoice to the client for their review/approval, with an optional cover note and attached documents.

update_contracted_invoice

Patch a contracted invoice (sub_type=your|vendor).

update_non_contracted_invoice

Patch a non-contracted invoice.

Tool

What it does

archive_jobsite_media

Archive a Jobsite Media file.

unarchive_jobsite_media

Restore an archived Jobsite Media file so it shows up again under get_jobsite_media with show_archived=false.

Tool

What it does

add_budget_line_items

Adds line items to a budget line-item list.

add_cost_code_categories

Adds categories and their cost codes to a cost code list in one call.

add_currency_conversions

Adds conversion rates (source → target @ rate) to a currency template in one call.

add_quoted_item_categories

Adds categories and their item codes to a quoted-item catalog in one call.

add_task_templates

Creates task templates in one call, optionally inside a task template list.

apply_currency_template_to_budget

Applies a currency template's conversion rates onto an existing project's budget (rates already applied are skipped).

apply_drive_structure_template

Creates a drive structure template's drives and folders on a project.

apply_insurance_template_to_contract

Copies a reusable insurance requirement template's requirements onto a contract.

apply_meeting_template

Applies a meeting template to an existing meeting, adding its categories and topics to the agenda.

apply_task_templates_to_project

Creates real tasks on a project from task templates.

create_budget_line_item_list

Creates a reusable budget line-item list with its initial line items.

create_budget_line_item_template

Creates a reusable template inside a budget line-item list.

create_cost_code_list

Creates a new, empty reusable cost code list.

create_cost_code_template

Creates a reusable template (a named subset of a cost code list's codes).

create_currency_template

Creates an empty reusable currency-conversion template (a workspace-level set of exchange rates).

create_drive_structure_template

Creates a reusable drive structure template: a named folder taxonomy that can be applied to any project.

create_insurance_template

Creates a reusable insurance requirement template — the coverage a vendor or contractor must carry, as a list of requirements with minimum amounts and optional…

create_meeting_template

Creates a reusable meeting agenda template with its categories and topics.

create_quoted_item_list

Creates an empty reusable quoted-item catalog (a workspace-level list of item codes used as the basis for bid forms).

create_task_template_list

Creates an empty task template list — a named set of standard tasks that can later be applied to any project in one step.

delete_budget_line_item

Deletes one line item from a reusable budget line-item list, and removes it from any templates in that list.

delete_budget_line_item_list

Deletes a reusable budget line-item list with all of its items and templates, AND unsets that list from every budget cost code currently pointing at it.

update_budget_line_item

Updates one budget line item.

update_cost_code

Updates one cost code in a list.

update_currency_conversion

Updates one conversion rate on a currency template (usually to correct the rate).

update_drive_structure_template

Replaces a drive structure template's folder tree.

update_insurance_template

Updates a reusable insurance requirement template.

update_meeting_template

Edits a meeting template.

update_task_template

Updates a reusable task template.

Tool

What it does

add_project_site_locations

Builds the nested location tree under one project site address: blocks, levels, units, rooms — whatever granularity the project uses.

create_building

Create a new building / project site.

create_project_location

Add a project-location (address record) to a project.

set_primary_project_location

Mark a project-location as the project primary.

set_project_site_location_archive_state

Archives or restores one location in a project's site-location tree.

update_building

Update an existing building / project site.

update_project_location

Update a project-location (address record) for a project.

Tool

What it does

create_meeting

Creates a new meeting in a project and returns the created meeting detail.

create_meeting_category

Add a top-level agenda section (e.g. "Action Items", "Technical Discussion") to a meeting.

create_meeting_discussion

Add a note, decision, or follow-up under an existing meeting topic (the finest-grained agenda level).

create_meeting_topic

Add an agenda item under an existing category (e.g. "Sprint Retrospective", "Site Safety").

update_meeting_category

Rename a category or change its order within a meeting agenda.

update_meeting_discussion

Edit the content / status / due_date of a single discussion note.

update_meeting_topic

Rename / re-order / change status or due_date on a meeting topic.

Tool

What it does

create_project

Creates a new Project in FEASIBILITY status.

create_project_journal_entry

Create a project journal entry (qualitative progress / risk note) with a project-health tag.

create_task

Create a project task (TasksV2).

Tool

What it does

close_rfi

Close an RFI.

create_rfi

Create a new RFI in a Construction Administration project.

respond_rfi

Mark a submitted RFI as responded.

submit_rfi

Submit a draft RFI for review.

update_rfi

Update an existing RFI.

Tool

What it does

add_schedule_link

Adds a dependency link between two schedule tickets.

add_schedule_milestone

Adds a milestone to a project schedule.

assign_main_project_schedule

Assigns a schedule as the project's main schedule.

create_project_schedule

Creates a new draft project schedule from scratch.

publish_project_schedule

Publishes the current draft of a project schedule.

save_project_schedule

Saves a project schedule as a DHTMLX Gantt bundle: tickets, links, and deletions submitted in one PATCH.

update_schedule_activity

Updates a single schedule ticket (activity OR milestone).

Tool

What it does

close_submittal

Close out a submittal.

create_submittal

Create a submittal inside a package.

request_submittal_revision

Send a submittal back for revision and reassign the ball in court.

set_submittal_response

Record an approval or rejection response on a submittal.

submit_submittal

Advance a submittal into a review stage.

update_submittal

Update a submittal.