Otis

Create or replace unreserved, uninvoiced work using item_id. Linked expenses must be edited with expense_record. Record time, a reimbursable expense or AI usage. Supply total price in currency minor units. AI usage must be measured or estimated; amounts and rates are never invented.

Find billable items. remaining_minor is available for new invoices, including partially billed or reserved items; do not rely on state=unbilled alone.

Find your business and its business_id. Omit business_id on other tools to use your own business.

Read business identity, currency and tax profile, or the next setup step.

Owner: create or replace business name, currency and address using confirmed facts. Preserves tax profile and omitted invoice preferences. Supports invoice prefix, number padding, starting number, default note and payment instructions. Starting number locks after first issuance; currency locks after financial records exist.

Create or replace client details. Collect country, region and business/consumer status for invoice tax review; never infer these from currency.

List client records. Follow next_offset to retrieve every page.

Create or replace a business expense using expense_id, optionally linked to a client. Linked billables update atomically and cannot change once reserved or invoiced. billable_amount_minor also creates one linked billable item atomically; do not record it again.

List recorded expenses, including nonbillable costs and linked billable item IDs.

Send feedback to the Otis team: a feature request, a problem or anything else. Offer it when the user wants something Otis cannot do, asks for a feature or hits a problem; never send unprompted. Show the exact message and send only after the user approves it. Ask before setting reply_ok, which shares their verified email for a reply. Sends only the message, kind and client; never business records or chat history. Limit 20 a day per person; any role can send.

Cancel an unissued draft and release all its allocations. Use to rebuild a draft with corrected facts. Issued invoices cannot be changed.

Check issuance readiness. Read blockers and their next_tool; ask the user for missing facts. Success validates recorded fields, not legal tax compliance.

Reserve explicit amounts from billable items, including partial amounts. Supply line tax treatments and optional line/invoice discounts. Returns totals and missing-information feedback. No number assigned.

Read immutable invoice contents, source allocations, tax details and current reported payment balance.

Finalize a draft after the user approves its exact contents, tax treatment and total. Blocks missing facts; atomically assigns a number. Does not send a document or certify tax compliance.

List invoices with reported balances. Follow next_offset.

Show the Otis chat menu for /otis, 'show Otis menu', or getting started. Returns nine independent actions with mapped tools and workflow guidance without reading or changing business records. Wait for the user's choice.

Record a reported partial or full payment for an issued invoice. Unique business-wide reference prevents double counting. Overpayments are rejected. No bank verification occurs.

List reported payments, optionally for one invoice.

Export business records and audit history as paginated JSON. Follow next_offset until null. Viewers can read/export.

Read dated official-source tax setup guidance for US, CA, GB or AU, or the general checklist. Use before tax setup and whenever jurisdiction or service changes. This does not determine liability or a rate.

Owner: record confirmed country, region, registrations and effective dates. Read tax_guide first; unknown is not the same as not registered.

List timers, running ones with their elapsed minutes. Check for running timers before starting another for the same work.

Start a timer for work on a client, when the user says they are starting. Otis's clock sets the start unless the user reports an earlier time. Several timers can run at once.

Stop a timer when the user says they stopped. Returns minutes and hours, exact to the minute. With an hourly rate_minor it records the time as billable work linked to the timer; without one, ask for the rate and call again. discard throws a timer away.