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<body>
<div class="container">
<header>
<h1>🚀 JobNimbus MCP Tools</h1>
<p class="subtitle">Complete Tool Registry & Implementation Report</p>
<div>
<span class="version-badge">Version 1.0.2</span>
<span class="version-badge">111 Tools</span>
<span class="version-badge">January 2025</span>
</div>
</header>
<div class="content">
<div class="summary-stats">
<div class="stat-card">
<div class="stat-number">111</div>
<div class="stat-label">Total Tools</div>
</div>
<div class="stat-card">
<div class="stat-number">13</div>
<div class="stat-label">Categories</div>
</div>
<div class="stat-card">
<div class="stat-number">100%</div>
<div class="stat-label">API Coverage</div>
</div>
<div class="stat-card">
<div class="stat-number">Redis</div>
<div class="stat-label">Cache System</div>
</div>
</div>
<div class="info-box">
<div class="info-box-title">📚 About This Report</div>
<p>This comprehensive report documents all 111 MCP (Model Context Protocol) tools available in the JobNimbus integration system. These tools provide complete access to JobNimbus API functionality including CRUD operations, advanced analytics, material calculations, and business intelligence features.</p>
</div>
<div class="toc">
<h3>📋 Table of Contents</h3>
<ul>
<li><a href="#core-crud">1. Core CRUD Tools (29 tools)</a></li>
<li><a href="#analytics">2. Analytics Tools (35 tools)</a></li>
<li><a href="#system">3. System Tools (4 tools)</a></li>
<li><a href="#attachments">4. Attachments & Files (4 tools)</a></li>
<li><a href="#business">5. Business Intelligence (1 tool)</a></li>
<li><a href="#materials">6. Materials Management (11 tools)</a></li>
<li><a href="#invoices">7. Invoices (1 tool)</a></li>
<li><a href="#budgets">8. Budgets - Legacy (1 tool)</a></li>
<li><a href="#products">9. Products (2 tools)</a></li>
<li><a href="#orders">10. Material Orders (5 tools)</a></li>
<li><a href="#payments">11. Payments (2 tools)</a></li>
<li><a href="#account">12. Account Settings (11 tools)</a></li>
<li><a href="#architecture">13. Architecture & Features</a></li>
</ul>
</div>
<h2 id="core-crud">1. Core CRUD Tools</h2>
<div class="category-section">
<div class="category-header">
<h3>📊 Core CRUD Operations</h3>
<span class="category-count">29 Tools</span>
</div>
<p>Fundamental tools for managing jobs, contacts, estimates, and activities. Includes quick status search tools for rapid access to job pipelines.</p>
<h4>Jobs Management (6 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_jobs <span class="badge badge-get">GET</span></div>
<div class="tool-description">Retrieve jobs with pagination, filtering, and sorting</div>
</div>
<div class="tool-badge">
<div class="tool-name">search_jobs <span class="badge badge-get">GET</span></div>
<div class="tool-description">Search jobs by criteria with advanced filters</div>
</div>
<div class="tool-badge">
<div class="tool-name">search_jobs_enhanced <span class="badge badge-get">GET</span></div>
<div class="tool-description">Enhanced search with business type categorization</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_job <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get specific job by ID with complete details</div>
</div>
<div class="tool-badge">
<div class="tool-name">search_job_notes <span class="badge badge-get">GET</span></div>
<div class="tool-description">Search text in job notes and @mentions</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_job_tasks <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get tasks, notes, and activity history for a job</div>
</div>
</div>
<h4>Quick Status Search Tools (13 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">search_jobs_by_status <span class="badge badge-get">GET</span></div>
<div class="tool-description">Fast search by any status</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_leads <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get all jobs in Lead status</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_pending_approval <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get jobs pending customer approval</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_lost_jobs <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get all lost opportunities</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_in_progress <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get jobs currently in progress</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_completed <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get all completed jobs</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_paid_closed <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get paid and closed jobs</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_estimating <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get jobs in estimating phase</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_signed_contracts <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get jobs with signed contracts</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_scheduled <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get all scheduled jobs</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_appointments <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get jobs with appointments</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_invoiced <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get all invoiced jobs</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_deposits <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get jobs with deposit received</div>
</div>
</div>
<h4>Contacts Management (4 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_contacts <span class="badge badge-get">GET</span></div>
<div class="tool-description">Retrieve contacts with pagination</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_contact <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get specific contact by ID</div>
</div>
<div class="tool-badge">
<div class="tool-name">search_contacts <span class="badge badge-get">GET</span></div>
<div class="tool-description">Search contacts by criteria</div>
</div>
<div class="tool-badge">
<div class="tool-name">create_contact <span class="badge badge-post">POST</span></div>
<div class="tool-description">Create new contact record</div>
</div>
</div>
<h4>Estimates Management (5 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_estimates <span class="badge badge-get">GET</span></div>
<div class="tool-description">Retrieve estimates with filtering</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_estimate <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get specific estimate by ID</div>
</div>
<div class="tool-badge">
<div class="tool-name">create_estimate <span class="badge badge-post">POST</span></div>
<div class="tool-description">Create new estimate</div>
</div>
<div class="tool-badge">
<div class="tool-name">update_estimate <span class="badge badge-put">PUT</span></div>
<div class="tool-description">Update existing estimate</div>
</div>
<div class="tool-badge">
<div class="tool-name">delete_estimate <span class="badge badge-delete">DELETE</span></div>
<div class="tool-description">Soft delete estimate</div>
</div>
</div>
<h4>Activities & Calendar (5 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_activities <span class="badge badge-get">GET</span></div>
<div class="tool-description">Retrieve activities with filtering</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_activity <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get specific activity by ID</div>
</div>
<div class="tool-badge">
<div class="tool-name">create_activity <span class="badge badge-post">POST</span></div>
<div class="tool-description">Create new activity</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_calendar_activities <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get formatted calendar data</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_timeline_data <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get timeline for scheduling</div>
</div>
</div>
<h4>System (1 tool)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">validate_api_key <span class="badge badge-get">GET</span></div>
<div class="tool-description">Validate API key and permissions</div>
</div>
</div>
</div>
<h2 id="analytics">2. Analytics Tools</h2>
<div class="category-section">
<div class="category-header">
<h3>📈 Advanced Analytics & Business Intelligence</h3>
<span class="category-count">35 Tools</span>
</div>
<p>Comprehensive analytics suite for insurance claims, retail sales, financial forecasting, territory analysis, and performance metrics.</p>
<h4>Pipeline Analytics (3 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">analyze_insurance_pipeline <span class="badge badge-get">GET</span></div>
<div class="tool-description">AI-powered insurance claim analysis with predictions</div>
</div>
<div class="tool-badge">
<div class="tool-name">analyze_retail_pipeline <span class="badge badge-get">GET</span></div>
<div class="tool-description">Retail sales pipeline optimization</div>
</div>
<div class="tool-badge">
<div class="tool-name">analyze_services_repair_pipeline <span class="badge badge-get">GET</span></div>
<div class="tool-description">Service time prediction & efficiency</div>
</div>
</div>
<h4>Financial Analytics (7 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_sales_rep_performance <span class="badge badge-get">GET</span></div>
<div class="tool-description">Per-rep performance with accurate metrics</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_performance_metrics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Comprehensive metrics dashboard</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_automated_followup <span class="badge badge-get">GET</span></div>
<div class="tool-description">Smart follow-up scheduling</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_revenue_report <span class="badge badge-get">GET</span></div>
<div class="tool-description">Revenue analysis and reporting</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_margin_analysis <span class="badge badge-get">GET</span></div>
<div class="tool-description">Profit margin by job type & rep</div>
</div>
<div class="tool-badge">
<div class="tool-name">analyze_revenue_leakage <span class="badge badge-get">GET</span></div>
<div class="tool-description">Identify revenue loss points</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_profitability_dashboard <span class="badge badge-get">GET</span></div>
<div class="tool-description">Real-time profitability KPIs</div>
</div>
</div>
<h4>Performance & Forecasting (2 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_seasonal_trends <span class="badge badge-get">GET</span></div>
<div class="tool-description">Seasonal demand patterns & planning</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_pipeline_forecasting <span class="badge badge-get">GET</span></div>
<div class="tool-description">ML-based revenue predictions</div>
</div>
</div>
<h4>Job & Territory Analytics (8 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_job_summary <span class="badge badge-get">GET</span></div>
<div class="tool-description">Job analytics with KPIs & trends</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_optimal_door_routes <span class="badge badge-get">GET</span></div>
<div class="tool-description">AI door-to-door route optimization</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_territory_heat_maps <span class="badge badge-get">GET</span></div>
<div class="tool-description">Geographic performance analysis</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_activities_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Activity tracking & productivity</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_jobs_distribution <span class="badge badge-get">GET</span></div>
<div class="tool-description">Geographic job distribution</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_door_knocking_scripts_by_area <span class="badge badge-get">GET</span></div>
<div class="tool-description">AI-generated sales scripts by area</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_seasonal_door_timing <span class="badge badge-get">GET</span></div>
<div class="tool-description">Optimal timing for door sales</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_estimates_with_addresses <span class="badge badge-get">GET</span></div>
<div class="tool-description">Estimates with geographic mapping</div>
</div>
</div>
<h4>Task & User Productivity (3 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_task_management_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Task completion & overdue analysis</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_user_productivity_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Team productivity & workload</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_lead_scoring_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">AI lead scoring & prioritization</div>
</div>
</div>
<h4>Communication & Conversion (5 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_communication_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Call/email/text effectiveness</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_conversion_funnel_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Multi-stage funnel analysis</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_resource_allocation_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Team resource distribution</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_customer_satisfaction_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">NPS & satisfaction scoring</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_time_tracking_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Billable vs non-billable hours</div>
</div>
</div>
<h4>Project & Operations (5 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_project_management_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Milestone tracking & timeline</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_marketing_campaign_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Campaign ROI & attribution</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_financial_forecasting_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Revenue & cash flow projections</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_customer_segmentation_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">RFM analysis & personas</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_operational_efficiency_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Process bottleneck detection</div>
</div>
</div>
<h4>Sales & Competition (2 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_sales_velocity_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Win rate & sales cycle analysis</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_competitive_analysis_analytics <span class="badge badge-get">GET</span></div>
<div class="tool-description">Win/loss & competitive intelligence</div>
</div>
</div>
</div>
<h2 id="system">3. System Tools</h2>
<div class="category-section">
<div class="category-header">
<h3>⚙️ System Management</h3>
<span class="category-count">4 Tools</span>
</div>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_tasks <span class="badge badge-get">GET</span></div>
<div class="tool-description">Retrieve tasks with 9 filters</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_task <span class="badge badge-get">GET</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Get specific task with full details</div>
</div>
<div class="tool-badge">
<div class="tool-name">update_task <span class="badge badge-put">PUT</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Update task with 17+ parameters</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_users <span class="badge badge-get">GET</span></div>
<div class="tool-description">Get system users and team members</div>
</div>
</div>
</div>
<h2 id="attachments">4. Attachments & Files</h2>
<div class="category-section">
<div class="category-header">
<h3>📎 File Management & Analysis</h3>
<span class="category-count">4 Tools</span>
</div>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_attachments <span class="badge badge-get">GET</span></div>
<div class="tool-description">Retrieve files by job/contact</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_file_by_id <span class="badge badge-get">GET</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Get specific file by JNID</div>
</div>
<div class="tool-badge">
<div class="tool-name">analyze_job_attachments <span class="badge badge-get">GET</span></div>
<div class="tool-description">AI-powered file content analysis</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_job_attachments_distribution <span class="badge badge-get">GET</span></div>
<div class="tool-description">File distribution by category</div>
</div>
</div>
</div>
<h2 id="business">5. Business Intelligence</h2>
<div class="category-section">
<div class="category-header">
<h3>🎯 Specialized Business Intelligence</h3>
<span class="category-count">1 Tool</span>
</div>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">search_insurance_jobs <span class="badge badge-get">GET</span></div>
<div class="tool-description">Advanced insurance job search with 20+ filters</div>
</div>
</div>
</div>
<h2 id="materials">6. Materials Management</h2>
<div class="category-section">
<div class="category-header">
<h3>🔧 Material Tracking & Calculations</h3>
<span class="category-count">11 Tools</span>
</div>
<h4>Material Tracking (4 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_estimate_materials <span class="badge badge-get">GET</span></div>
<div class="tool-description">Extract materials from estimates</div>
</div>
<div class="tool-badge">
<div class="tool-name">analyze_material_costs <span class="badge badge-get">GET</span></div>
<div class="tool-description">Cost analysis & trends</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_material_usage_report <span class="badge badge-get">GET</span></div>
<div class="tool-description">Usage tracking with forecasting</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_material_inventory_insights <span class="badge badge-get">GET</span></div>
<div class="tool-description">AI inventory recommendations</div>
</div>
</div>
<h4>Material Calculations (7 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">calculate_roofing_materials <span class="badge badge-post">POST</span></div>
<div class="tool-description">Roofing with pitch multipliers</div>
</div>
<div class="tool-badge">
<div class="tool-name">calculate_siding_materials <span class="badge badge-post">POST</span></div>
<div class="tool-description">Siding with wall deductions</div>
</div>
<div class="tool-badge">
<div class="tool-name">estimate_materials_from_job <span class="badge badge-post">POST</span></div>
<div class="tool-description">AI estimate from job data</div>
</div>
<div class="tool-badge">
<div class="tool-name">calculate_waste_factors <span class="badge badge-post">POST</span></div>
<div class="tool-description">Recommended waste by complexity</div>
</div>
<div class="tool-badge">
<div class="tool-name">optimize_material_orders <span class="badge badge-post">POST</span></div>
<div class="tool-description">Bulk order optimization</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_material_specifications <span class="badge badge-get">GET</span></div>
<div class="tool-description">Material specs by SKU</div>
</div>
<div class="tool-badge">
<div class="tool-name">compare_material_alternatives <span class="badge badge-post">POST</span></div>
<div class="tool-description">Compare material options</div>
</div>
</div>
</div>
<h2 id="invoices">7. Invoices</h2>
<div class="category-section">
<div class="category-header">
<h3>💰 Invoice Management</h3>
<span class="category-count">1 Tool</span>
</div>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_invoices <span class="badge badge-get">GET</span></div>
<div class="tool-description">Retrieve invoices with pagination & filtering</div>
</div>
</div>
</div>
<h2 id="budgets">8. Budgets (Legacy)</h2>
<div class="category-section">
<div class="category-header">
<h3>📊 Budget Management</h3>
<span class="category-count">1 Tool</span>
</div>
<div class="warning-box">
<div class="warning-box-title">⚠️ Legacy API</div>
<p>This endpoint is marked as legacy in JobNimbus documentation. Provides read-only access to budget data for backward compatibility.</p>
</div>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_budgets <span class="badge badge-get">GET</span> <span class="badge badge-legacy">LEGACY</span></div>
<div class="tool-description">Retrieve budgets with pagination & filtering</div>
</div>
</div>
</div>
<h2 id="products">9. Products</h2>
<div class="category-section">
<div class="category-header">
<h3>📦 Product Catalog</h3>
<span class="category-count">2 Tools</span>
</div>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_product <span class="badge badge-get">GET</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Get product by ID with UoMs & pricing</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_products <span class="badge badge-get">GET</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">List products with catalog statistics</div>
</div>
</div>
</div>
<h2 id="orders">10. Material Orders</h2>
<div class="category-section">
<div class="category-header">
<h3>🛒 Material Order Management</h3>
<span class="category-count">5 Tools</span>
</div>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_material_order <span class="badge badge-get">GET</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Get order by ID</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_material_orders <span class="badge badge-get">GET</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">List material orders</div>
</div>
<div class="tool-badge">
<div class="tool-name">create_material_order <span class="badge badge-post">POST</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Create new order</div>
</div>
<div class="tool-badge">
<div class="tool-name">update_material_order <span class="badge badge-put">PUT</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Update existing order</div>
</div>
<div class="tool-badge">
<div class="tool-name">delete_material_order <span class="badge badge-delete">DELETE</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Soft delete order</div>
</div>
</div>
</div>
<h2 id="payments">11. Payments</h2>
<div class="category-section">
<div class="category-header">
<h3>💳 Payment Processing</h3>
<span class="category-count">2 Tools</span>
</div>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_payments <span class="badge badge-get">GET</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Retrieve payments with filtering</div>
</div>
<div class="tool-badge">
<div class="tool-name">create_payment <span class="badge badge-post">POST</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Record new payment</div>
</div>
</div>
</div>
<h2 id="account">12. Account Settings & Configuration</h2>
<div class="category-section">
<div class="category-header">
<h3>⚙️ Account Administration</h3>
<span class="category-count">11 Tools</span>
</div>
<h4>Configuration Retrieval (3 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">get_account_settings <span class="badge badge-get">GET</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Get workflows, file types, task types</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_users <span class="badge badge-get">GET</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Get team members with contact JNIDs</div>
</div>
<div class="tool-badge">
<div class="tool-name">get_uoms <span class="badge badge-get">GET</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Get Units of Measurement</div>
</div>
</div>
<h4>Configuration Creation (8 tools)</h4>
<div class="tools-grid">
<div class="tool-badge">
<div class="tool-name">create_workflow <span class="badge badge-post">POST</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Create workflows for contacts/jobs/workorders</div>
</div>
<div class="tool-badge">
<div class="tool-name">create_status <span class="badge badge-post">POST</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Create statuses within workflows</div>
</div>
<div class="tool-badge">
<div class="tool-name">create_lead_source <span class="badge badge-post">POST</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Create marketing attribution sources</div>
</div>
<div class="tool-badge">
<div class="tool-name">create_custom_field <span class="badge badge-post">POST</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Create custom fields with 6 data types</div>
</div>
<div class="tool-badge">
<div class="tool-name">create_file_type <span class="badge badge-post">POST</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Create attachment categories</div>
</div>
<div class="tool-badge">
<div class="tool-name">create_task_type <span class="badge badge-post">POST</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Create task types with calendar/list visibility</div>
</div>
<div class="tool-badge">
<div class="tool-name">create_activity_type <span class="badge badge-post">POST</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Create activity types with JobShare visibility</div>
</div>
<div class="tool-badge">
<div class="tool-name">create_location <span class="badge badge-post">POST</span> <span class="badge badge-new">NEW</span></div>
<div class="tool-description">Create locations for multi-location businesses</div>
</div>
</div>
</div>
<h2 id="architecture">13. Architecture & Key Features</h2>
<div class="category-section">
<h3>🏗️ System Architecture</h3>
<div class="architecture-grid">
<div class="architecture-card">
<h4>🔄 Redis Cache</h4>
<ul class="features-list">
<li>Hierarchical key structure</li>
<li>Intelligent TTL management</li>
<li>25MB Render.com optimization</li>
<li>Circuit breaker pattern</li>
</ul>
</div>
<div class="architecture-card">
<h4>🎯 BaseTool Pattern</h4>
<ul class="features-list">
<li>TypeScript interfaces</li>
<li>Standardized error handling</li>
<li>Type-safe input validation</li>
<li>Consistent response format</li>
</ul>
</div>
<div class="architecture-card">
<h4>⚡ Performance</h4>
<ul class="features-list">
<li>Pagination support</li>
<li>Elasticsearch filtering</li>
<li>Compact mode responses</li>
<li>Efficient memory usage</li>
</ul>
</div>
<div class="architecture-card">
<h4>🔐 Security</h4>
<ul class="features-list">
<li>API key validation</li>
<li>Permission checking</li>
<li>Input sanitization</li>
<li>Rate limiting support</li>
</ul>
</div>
</div>
<h3 style="margin-top: 40px;">📊 Coverage Statistics</h3>
<table>
<thead>
<tr>
<th>Category</th>
<th>Tools</th>
<th>Coverage</th>
<th>Status</th>
</tr>
</thead>
<tbody>
<tr>
<td>Core CRUD Tools</td>
<td>29</td>
<td>100%</td>
<td><span class="badge badge-get">Complete</span></td>
</tr>
<tr>
<td>Analytics Tools</td>
<td>35</td>
<td>100%</td>
<td><span class="badge badge-get">Complete</span></td>
</tr>
<tr>
<td>System Tools</td>
<td>4</td>
<td>100%</td>
<td><span class="badge badge-get">Complete</span></td>
</tr>
<tr>
<td>Attachments & Files</td>
<td>4</td>
<td>100%</td>
<td><span class="badge badge-get">Complete</span></td>
</tr>
<tr>
<td>Business Intelligence</td>
<td>1</td>
<td>100%</td>
<td><span class="badge badge-get">Complete</span></td>
</tr>
<tr>
<td>Materials Management</td>
<td>11</td>
<td>100%</td>
<td><span class="badge badge-get">Complete</span></td>
</tr>
<tr>
<td>Invoices</td>
<td>1</td>
<td>100%</td>
<td><span class="badge badge-get">Complete</span></td>
</tr>
<tr>
<td>Budgets (Legacy)</td>
<td>1</td>
<td>100%</td>
<td><span class="badge badge-get">Complete</span></td>
</tr>
<tr>
<td>Products</td>
<td>2</td>
<td>100%</td>
<td><span class="badge badge-get">Complete</span></td>
</tr>
<tr>
<td>Material Orders</td>
<td>5</td>
<td>100%</td>
<td><span class="badge badge-get">Complete</span></td>
</tr>
<tr>
<td>Payments</td>
<td>2</td>
<td>100%</td>
<td><span class="badge badge-get">Complete</span></td>
</tr>
<tr>
<td>Account Settings</td>
<td>11</td>
<td>100%</td>
<td><span class="badge badge-get">Complete</span></td>
</tr>
<tr style="background: #e3f2fd; font-weight: bold;">
<td><strong>TOTAL</strong></td>
<td><strong>111</strong></td>
<td><strong>100%</strong></td>
<td><span class="badge badge-get">Production Ready</span></td>
</tr>
</tbody>
</table>
<h3 style="margin-top: 40px;">🎯 Key Highlights</h3>
<div class="info-box">
<ul class="features-list">
<li><strong>Complete Coverage:</strong> 111 tools covering all JobNimbus API operations</li>
<li><strong>Recent Enhancements (Jan 2025):</strong> Account API (11 tools), Budgets Legacy (1 tool), Task Management (3 tools)</li>
<li><strong>Advanced Analytics:</strong> 35 specialized analytics tools with AI-powered insights</li>
<li><strong>Material Calculations:</strong> Industry-standard formulas for roofing, siding, and waste factors</li>
<li><strong>Quick Status Search:</strong> 13 pre-built tools for rapid job pipeline access</li>
<li><strong>Cache Optimization:</strong> Redis integration with intelligent TTL strategies</li>
<li><strong>TypeScript:</strong> Full type safety with interfaces and validation</li>
<li><strong>Production Ready:</strong> All tools tested and deployed</li>
</ul>
</div>
</div>
<div class="timestamp">
<strong>Complete MCP Tools Report</strong><br>
Generated: January 14, 2025 | MCP Version: 1.0.2 | Total Tools: 111<br>
JobNimbus Integration System | © 2025
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