create_project
Create a new project in Moxie CRM by providing client name, project name, and optional details like fee, dates, and portal access.
Instructions
Create a new project in Moxie CRM
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Name of the project | |
| amount | No | Fee amount | |
| dueDate | No | Project due date (YYYY-MM-DD format) | |
| feeType | No | Fee schedule type | |
| hexColor | No | Project display color | |
| startDate | No | Project start date (YYYY-MM-DD format) | |
| clientName | Yes | Exact name of the client to associate this project with | |
| description | No | Project description | |
| portalAccess | No | Client portal access level (None, Overview, Full access, Read only) | |
| templateName | No | Project template name to use (creates settings + tasks from template) | |
| showTimeWorkedInPortal | No | Whether time worked is visible in client portal |