MCP tool

What it can do

Moxie endpoint

clients_list

List all clients as full objects and discover exact client names.

GET /action/clients/list

clients_search

Search clients by a name prefix, contact email, or contact name. Requires query.

GET /action/clients/search

contacts_search

Search contacts by first name, last name, or email. The query filter is optional.

GET /action/contacts/search

projects_search

Search projects, optionally filtering by client name.

GET /action/projects/search

payable_invoices_search

Search payable invoices, optionally filtering by client name.

GET /action/payableInvoices/search

email_templates_list

List available email template names.

GET /action/emailTemplates/list

invoice_templates_list

List available invoice template names.

GET /action/invoiceTemplates/list

vendors_list

List available vendor names.

GET /action/vendors/list

form_names_list

List available form-template names.

GET /action/formNames/list

pipeline_stages_list

List pipeline stages, including ID, label, color, and stage type.

GET /action/pipelineStages/list

task_stages_list

List project task/Kanban stages.

GET /action/taskStages/list

users_list

List workspace users, including emails, roles, and access.

GET /action/users/list

MCP tool

What it can do

Required inputs

Moxie endpoint

clients_create

Create a client or prospect, optionally with address, payment terms, notes, and contacts.

name, clientType, currency

POST /action/clients/create

contacts_create

Create a contact, optionally assigning it to an existing client.

None

POST /action/contacts/create

invoices_create

Create an invoice and optionally email it using sendTo.send=true, contacts, and an email template.

clientName, items

POST /action/invoices/create

expenses_create

Create an expense, optionally assigning a vendor and client.

currency, paid, reimbursable

POST /action/expenses/create

form_submissions_create

Create a form submission and optionally create a pipeline opportunity by supplying pipelineStageName.

None

POST /action/formSubmissions/create

projects_create

Create a project from project details or a template, with an optional fee schedule and portal settings.

name, clientName; feeSchedule unless using templateName

POST /action/projects/create

tasks_create

Create a project task with optional status, dates, priority, checklist subtasks, assignees, and custom values.

name, clientName, projectName

POST /action/tasks/create

deliverable_approve

Approve a deliverable that is in Client Workflow/Approval status.

clientName, projectName, deliverableName

POST /action/deliverable/approve

tickets_create

Create a support ticket with optional subject, due date, and form answers.

userEmail, ticketType, comment

POST /action/tickets/create

ticket_comments_create

Add a public or private comment to an existing ticket. Private comments are ignored for client contacts.

userEmail, ticketNumber, comment

POST /action/tickets/comments/create

opportunities_create

Create a pipeline opportunity with optional client, stage, value, close date, lead data, to-dos, and custom values.

name

POST /action/opportunities/create

time_entries_create

Log time for a user against an optional client, project, or deliverable; missing records can be created with the corresponding create* flags.

timerStart, timerEnd, userEmail

POST /action/timeWorked/create

payments_create

Apply a payment to an invoice, with an optional payment type, reference number, and memo.

date, amount, invoiceNumber

POST /action/payment/create

attachments_create

Upload a base64-encoded file (up to 100 MB) to a client, project, deliverable, opportunity, expense, or ticket.

type, id, fileName, fileBase64

POST /action/attachments/create

attachments_create_from_url

Ask Moxie to fetch an HTTPS file and attach it to a client, project, deliverable, opportunity, expense, or ticket.

type, id, fileName, fileUrl

POST /action/attachments/createFromUrl

calendar_create_or_update

Create a calendar event or update it by reusing its eventId. Supports description, location, busy state, timezone, and workspace user assignment.

eventId, startTime, endTime, timezone, summary

POST /action/calendar/createOrUpdate

calendar_delete

Delete a calendar event using the eventId supplied when it was created.

eventId

DELETE /action/calendar/{eventId}