# Tradify MCP tools

> Every Tradify MCP tool on the Cotlet server: tool names, input schemas, a tools/call example and an example result for each tool.

Source: https://cotlet.dev/docs/mcp/tradify

Docs sections: [Get started](https://cotlet.dev/docs.md) · [REST API](https://cotlet.dev/docs/api.md) · [MCP](https://cotlet.dev/docs/mcp.md) · [SDKs & CLI](https://cotlet.dev/docs/sdks.md) · [Integrations](https://cotlet.dev/docs/integrations.md)

15 tools for Tradify on the Cotlet MCP server. Your agent picks them from tools/list.

- MCP server: `https://cotlet.dev/mcp/v1`
- Connects with: Your own Tradify account (an admin or office user for quotes, invoices and the Scheduler)
- Integration page: https://cotlet.dev/integrations/tradify-api-mcp-server

## Endpoints

| Endpoint | Access | Description |
|---|---|---|
| `tradify_list_jobs` | read | Jobs with number, customer, site address, status and assigned staff. |
| `tradify_get_job` | read | Full job: description, site, tasks, notes, appointments, costs, linked quotes and invoices. |
| `tradify_list_customers` | read | Customer profiles with contact details and sites. |
| `tradify_list_quotes` | read | Quotes with customer, total, quote date, expiry date and status. |
| `tradify_list_invoices` | read | Invoices with customer, job, due date, total, amount paid and amount due. |
| `tradify_list_appointments` | read | Scheduler appointments in a date range, with staff, job, times and notes. |
| `tradify_create_customer` | write | New customer profile, optionally with a site address. |
| `tradify_create_job` | write | New job for a customer. It starts as Unassigned. |
| `tradify_update_job_status` | write | Set a manual status on a job, or one of your custom statuses. |
| `tradify_create_quote` | write | Draft quote with line items. Nothing is sent until you call send_quote. |
| `tradify_send_quote` | write | Approve the quote and email it to the customer with a link to accept or decline online. |
| `tradify_create_invoice_from_quote` | write | Draft invoice from an accepted quote, for all of it or part of it. |
| `tradify_send_invoice` | write | Approve the invoice and email it to the customer, with payment reminders if enabled. |
| `tradify_record_payment` | write | Record a payment received against an invoice. Syncs to your accounting app if connected. |
| `tradify_schedule_appointment` | write | Book a job appointment on the Scheduler for staff, optionally emailing the customer a confirmation. |

## List jobs

MCP tool: `tradify_list_jobs`

Access: read.

Lists jobs with their number, customer, site address, status and assigned staff. By default it returns active jobs; set status to see to-invoice, on hold, complete or cancelled jobs. Pages hold up to 100 jobs; pass next_cursor back as cursor for the next page.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `status` | enum | no | active, unassigned, assigned, scheduled, in_progress, to_invoice, on_hold, complete or cancelled. Default: active. |
| `customer_id` | string | no | Only jobs for this customer. |
| `search` | string | no | Match job number, customer or description. |
| `limit` | integer | no | 1 to 100. Default: 50. |
| `cursor` | string | no | Next page cursor from the previous call. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_list_jobs",
    "arguments": {}
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "jobs": [
      {
        "job_id": "j_20931",
        "number": "J-0418",
        "customer": "Sam Lee",
        "site_address": "12 Oak St",
        "status": "scheduled",
        "staff": [
          "Mike Ross"
        ],
        "description": "Replace hot water cylinder"
      }
    ],
    "next_cursor": null
  },
  "isError": false
}
```

## Get job

MCP tool: `tradify_get_job`

Access: read.

Returns one job with its description, site, tasks, notes, appointments, costs and the quotes and invoices linked to it. Use it before changing a job so your agent sees its current state.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `job_id` | string | yes | Job ID from list_jobs. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_get_job",
    "arguments": {
      "job_id": "job_8c41d2"
    }
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "j_20931",
    "number": "J-0418",
    "customer": "Sam Lee",
    "site_address": "12 Oak St",
    "status": "scheduled",
    "description": "Replace hot water cylinder",
    "appointments": [
      {
        "staff": [
          "Mike Ross"
        ],
        "start": "2026-10-15T08:00:00+13:00",
        "end": "2026-10-15T12:00:00+13:00"
      }
    ],
    "quotes": [
      "q_90102"
    ],
    "invoices": []
  },
  "isError": false
}
```

## List customers

MCP tool: `tradify_list_customers`

Access: read.

Lists customer profiles with contact details and sites. Search matches name, email or phone, so your agent can find the customer ID before creating a job or quote.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `search` | string | no | Match name, email or phone. |
| `limit` | integer | no | 1 to 100. Default: 50. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_list_customers",
    "arguments": {}
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "customers": [
      {
        "customer_id": "c_48120",
        "name": "Sam Lee",
        "email": "sam@example.com",
        "phone": "021 555 0142",
        "sites": [
          "12 Oak St"
        ]
      }
    ]
  },
  "isError": false
}
```

## List quotes

MCP tool: `tradify_list_quotes`

Access: read.

Lists quotes with customer, total, quote date, expiry date and status. By default it returns quotes awaiting acceptance; use status accepted with a since date to find quotes accepted in a period.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `status` | enum | no | draft, awaiting_acceptance, accepted, expired or cancelled. Default: awaiting_acceptance. |
| `since` | date | no | Only quotes dated on or after this date. |
| `limit` | integer | no | 1 to 100. Default: 50. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_list_quotes",
    "arguments": {}
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "quotes": [
      {
        "quote_id": "q_90314",
        "number": "Q-1042",
        "customer": "Sam Lee",
        "total": "752.10",
        "quote_date": "2026-10-09",
        "expiry_date": "2026-11-09",
        "status": "accepted"
      }
    ]
  },
  "isError": false
}
```

## List invoices

MCP tool: `tradify_list_invoices`

Access: read.

Lists invoices with customer, job, due date, total, amount paid and amount due. Amount due is total minus amount paid. By default it returns approved invoices; use status overdue to chase late payers.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `status` | enum | no | draft, approved, overdue or paid. Default: approved. |
| `customer_id` | string | no | Only invoices for this customer. |
| `limit` | integer | no | 1 to 100. Default: 50. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_list_invoices",
    "arguments": {
      "status": "overdue"
    }
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "invoices": [
      {
        "invoice_id": "inv_7781",
        "number": "INV-2210",
        "customer": "Priya Patel",
        "job": "J-0402",
        "due_date": "2026-09-30",
        "total": "420.00",
        "paid": "0.00",
        "due": "420.00",
        "status": "overdue"
      },
      {
        "invoice_id": "inv_7790",
        "number": "INV-2219",
        "customer": "Tom Hale",
        "job": "J-0409",
        "due_date": "2026-10-02",
        "total": "980.00",
        "paid": "300.00",
        "due": "680.00",
        "status": "overdue"
      }
    ]
  },
  "isError": false
}
```

## List appointments

MCP tool: `tradify_list_appointments`

Access: read.

Returns Scheduler appointments between two dates, each with staff, job, start and end times and notes. The range is at most 31 days. Pass staff names to see only those people.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `from` | date | yes | First day. |
| `to` | date | yes | Last day, up to 31 days after from. |
| `staff` | string[] | no | Only these staff members, by name. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_list_appointments",
    "arguments": {
      "from": "2026-10-01",
      "to": "2026-10-01"
    }
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "appointments": [
      {
        "staff": [
          "Mike Ross"
        ],
        "job": "J-0418",
        "start": "2026-10-13T08:00:00+13:00",
        "end": "2026-10-13T12:00:00+13:00",
        "notes": "Bring new cylinder"
      }
    ]
  },
  "isError": false
}
```

## Create customer

MCP tool: `tradify_create_customer`

Access: write.

Creates a customer profile, optionally with a site address. It reaches no one and stays inside Tradify, so it runs without asking first.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `name` | string | yes | Customer or company name. |
| `email` | string | no | Email for quotes and invoices. |
| `phone` | string | no | Phone number. |
| `address` | string | no | Postal or site address. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_create_customer",
    "arguments": {
      "name": "Jane Doe"
    }
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "customer_id": "c_48177",
    "name": "Priya Patel",
    "status": "created"
  },
  "isError": false
}
```

## Create job

MCP tool: `tradify_create_job`

Access: write.

Creates a job for a customer. The new job starts as Unassigned until an appointment or staff is added. It reaches no one and stays inside Tradify, so it runs without asking first.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `customer_id` | string | yes | Customer ID from list_customers or create_customer. |
| `description` | string | yes | What the work is. |
| `site_address` | string | no | Job address if different from the customer. |
| `reference` | string | no | Your reference, e.g. a PO number. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_create_job",
    "arguments": {
      "customer_id": "customer_8c41d2",
      "description": "description"
    }
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "j_20931",
    "number": "J-0418",
    "customer": "Sam Lee",
    "site_address": "12 Oak St",
    "description": "Replace hot water cylinder",
    "status": "unassigned"
  },
  "isError": false
}
```

## Update job status

MCP tool: `tradify_update_job_status`

Access: write.

Sets a manual status on a job: to_invoice, on_hold, complete, cancelled or the name of one of your custom statuses. It reaches no one and one more call sets it back, so it runs without asking first.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `job_id` | string | yes | Job ID from list_jobs. |
| `status` | string | yes | to_invoice, on_hold, complete, cancelled or the name of a custom status. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_update_job_status",
    "arguments": {
      "job_id": "job_8c41d2",
      "status": "status"
    }
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "j_20931",
    "status": "complete"
  },
  "isError": false
}
```

## Create quote

MCP tool: `tradify_create_quote`

Access: write.

Creates a draft quote with line items of type time, misc, price list or kit. Expiry date defaults to your expiry days setting. The quote stays a draft inside Tradify until send_quote, so it runs without asking first.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `customer_id` | string | yes | Customer ID. |
| `line_items` | object | yes | List of items: type (misc, time, price_list or kit), description, quantity, unit price or billing rate. |
| `description` | string | no | Shown on the quote. |
| `expiry_date` | date | no | Default: your expiry days setting. |
| `tax_inclusive` | boolean | no | Prices include tax. Default: false. |
| `job_id` | string | no | Link the quote to an existing job. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_create_quote",
    "arguments": {
      "customer_id": "c_48120",
      "description": "Bathroom rewire, 6 downlights and extractor fan",
      "line_items": [
        {
          "type": "time",
          "description": "Electrician labour",
          "quantity": 6,
          "billing_rate": "Standard"
        },
        {
          "type": "misc",
          "description": "LED downlights",
          "quantity": 6,
          "unit_price": "24.00"
        }
      ],
      "tax_inclusive": false
    }
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "quote_id": "q_90314",
    "number": "Q-1042",
    "status": "draft",
    "customer": "Sam Lee",
    "lines": [
      {
        "description": "Electrician labour",
        "quantity": 6,
        "amount": "510.00"
      },
      {
        "description": "LED downlights",
        "quantity": 6,
        "amount": "144.00"
      }
    ],
    "subtotal": "654.00",
    "tax": "98.10",
    "total": "752.10",
    "expiry_date": "2026-11-09"
  },
  "isError": false
}
```

## Send quote

MCP tool: `tradify_send_quote`

Access: write. Confirm: waits for the user's OK before it runs.

Approves a draft quote and emails it to the customer with a link to accept or decline online. The email text defaults to your quote email template. By default you confirm each call; you can switch that off for this tool.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `quote_id` | string | yes | Quote ID from list_quotes. |
| `message` | string | no | Email text. Default: your quote email template. |
| `send_me_a_copy` | boolean | no | Copy to your own email. Default: false. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_send_quote",
    "arguments": {
      "quote_id": "quote_8c41d2"
    }
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "quote_id": "q_90314",
    "status": "awaiting_acceptance",
    "emailed_to": "sam@example.com"
  },
  "isError": false
}
```

## Create invoice from quote

MCP tool: `tradify_create_invoice_from_quote`

Access: write.

Creates a draft invoice from an accepted quote. Mode entire invoices everything, remaining invoices what is not yet invoiced, percentage and fixed_amount take amount, and line_items picks lines. The invoice stays a draft until send_invoice, so it runs without asking first.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `quote_id` | string | yes | Quote ID from list_quotes. |
| `mode` | enum | yes | entire, remaining, percentage, fixed_amount or line_items. |
| `amount` | string | no | Percent or fixed amount, for those modes. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_create_invoice_from_quote",
    "arguments": {
      "quote_id": "q_90314",
      "mode": "percentage",
      "amount": "30"
    }
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "invoice_id": "inv_7802",
    "number": "INV-2231",
    "quote_id": "q_90314",
    "status": "draft",
    "total": "225.63"
  },
  "isError": false
}
```

## Send invoice

MCP tool: `tradify_send_invoice`

Access: write. Confirm: waits for the user's OK before it runs.

Approves a draft invoice and emails it to the customer, with payment reminders if you enabled them. The email text defaults to your invoice email template. By default you confirm each call; you can switch that off for this tool.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `invoice_id` | string | yes | Invoice ID from list_invoices. |
| `message` | string | no | Email text. Default: your invoice email template. |
| `send_me_a_copy` | boolean | no | Copy to your own email. Default: false. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_send_invoice",
    "arguments": {
      "invoice_id": "invoice_8c41d2"
    }
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "invoice_id": "inv_7802",
    "status": "approved",
    "emailed_to": "sam@example.com"
  },
  "isError": false
}
```

## Record payment

MCP tool: `tradify_record_payment`

Access: write. Confirm: waits for the user's OK before it runs.

Records a payment received against an invoice and reduces the amount due. If your accounting app is connected, the payment syncs to it. By default you confirm each call; you can switch that off for this tool.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `invoice_id` | string | yes | Invoice ID from list_invoices. |
| `amount` | string | yes | Amount received. |
| `date` | date | no | Payment date. Default: today. |
| `method` | string | no | Payment method name from your settings. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_record_payment",
    "arguments": {
      "invoice_id": "invoice_8c41d2",
      "amount": "amount"
    }
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "invoice_id": "inv_7781",
    "payment_id": "pay_5530",
    "amount": "420.00",
    "date": "2026-10-11",
    "method": "Bank transfer",
    "due": "0.00",
    "status": "paid"
  },
  "isError": false
}
```

## Schedule appointment

MCP tool: `tradify_schedule_appointment`

Access: write. Confirm: waits for the user's OK before it runs.

Books a job appointment on the Scheduler for the staff you name; with no staff the appointment is unassigned. Set email_customer to send the customer a confirmation, otherwise nothing is emailed. By default you confirm each call; you can switch that off for this tool.

### Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `job_id` | string | yes | Job ID from list_jobs. |
| `start` | datetime | yes | ISO 8601 with time zone. |
| `end` | datetime | yes | ISO 8601 with time zone. |
| `staff` | string[] | no | Staff member names. Empty: unassigned appointment. |
| `notes` | string | no | Notes for the crew. |
| `email_customer` | boolean | no | Send the customer an email confirmation. Default: false. |

### tools/call

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "tradify_schedule_appointment",
    "arguments": {
      "job_id": "j_20931",
      "start": "2026-10-15T09:30:00+13:00",
      "end": "2026-10-15T13:30:00+13:00",
      "staff": [
        "Mike Ross"
      ],
      "notes": "Bring 180 L cylinder",
      "email_customer": true
    }
  }
}
```

### Example response

```json
{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "appointment_id": "ap_3318",
    "job_id": "j_20931",
    "staff": [
      "Mike Ross"
    ],
    "start": "2026-10-15T08:00:00+13:00",
    "end": "2026-10-15T12:00:00+13:00",
    "customer_emailed": false
  },
  "isError": false
}
```