BuildBook API and MCP server Let your AI agent keep the remodel paperwork moving.

ToolWhat it doesAccess

• view_pro_dashboard Read the Pro Dashboard: Up Next, Tasks and Latest Activity across your projects and opportunities. read

  Returns the snapshot BuildBook shows on the Pro Dashboard for your user: what is coming up, your tasks and the latest activity on every project and opportunity you can open. Nothing is changed.

  MCP callbuildbook_read → view_pro_dashboard

  REST endpointGET https://cotlet.dev/api/v1/buildbook/pro-dashboards/view

  Parameters

  No parameters.

  Example response

  {
    "up_next": [
      {
        "item": "Tile install",
        "type": "Task",
        "project": "Maple Street bath remodel",
        "due": "2026-11-16"
      }
    ],
    "tasks_open": 6,
    "latest_activity": [
      {
        "project": "Maple Street bath remodel",
        "event": "Daily log posted"
      }
    ]
  }

• view_project_activity Read a project's Home tab: Up Next items and the Project Activity Feed. read

  Up Next lists phases, tasks, change orders, selection categories and payments due within the week, grouped as Overdue, Today and This Week. The feed lists what everyone did on the project: new tasks, uploaded files, selections, comments and chats.

  MCP callbuildbook_read → view_project_activity

  REST endpointGET https://cotlet.dev/api/v1/buildbook/project-activities/view

  Parameters

  Parameters: view_project_activity

  Name	Type	Description
  project string required	string	Project name, as manage_projects `list` returns it.
  mine boolean	boolean	True for My Items only; the default is All Items.

  Example input

  {
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "overdue": [
      {
        "item": "Vanity selection",
        "type": "Selection Category"
      }
    ],
    "today": [],
    "this_week": [
      {
        "item": "Tile install",
        "type": "Task"
      }
    ],
    "activity": [
      {
        "who": "Site lead",
        "event": "Uploaded 4 files"
      }
    ]
  }

• view_client_dashboard Read a project as your client sees it on their BuildBook Client Dashboard. read

  The Client Dashboard shows the daily logs you shared as Updates, the schedule in Calendar View with every phase, and the budget, selections and tasks you gave the client access to. Use it to check what a homeowner sees before a call.

  MCP callbuildbook_read → view_client_dashboard

  REST endpointGET https://cotlet.dev/api/v1/buildbook/client-dashboards/view

  Parameters

  Parameters: view_client_dashboard

  Name	Type	Description
  project string required	string	Project name, as manage_projects `list` returns it.

  Example input

  {
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "updates": 3,
    "phases": [
      "Demolition",
      "Rough-in",
      "Tile"
    ],
    "shared_tasks": 2,
    "selections": [
      "Vanity",
      "Floor tile"
    ]
  }

• search_projects Search project names, task names, opportunities and logs with BuildBook's Global Search. read

  Archived projects are included. Global Search matches task names but not assignees, and does not search budget items, selection items, chats, comments, or an opportunity's client name and address. New items become searchable within a few minutes.

  MCP callbuildbook_read → search_projects

  REST endpointGET https://cotlet.dev/api/v1/buildbook/projects/search

  Parameters

  Parameters: search_projects

  Name	Type	Description
  query string required	string	Words to search for.

  Example input

  {
    "query": "query"
  }

  Example response

  {
    "query": "vanity",
    "results": [
      {
        "type": "Task",
        "title": "Order vanity",
        "project": "Maple Street bath remodel"
      },
      {
        "type": "Opportunity",
        "title": "Oak Court vanity swap"
      }
    ]
  }

• read_project_chat Read a project's Team Chat or Client Chat and the comments on its items. read

  BuildBook keeps a Team Chat and a Client Chat per project; clients only see the Client Chat. The tool reads messages and does not post, so nobody is notified.

  MCP callbuildbook_read → read_project_chat

  REST endpointGET https://cotlet.dev/api/v1/buildbook/project-chats/read

  Parameters

  Parameters: read_project_chat

  Name	Type	Description
  project string required	string	Project name, as manage_projects `list` returns it.
  room string	string	`team` or `client`. Defaults to `team`.

  Example input

  {
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "room": "client",
    "messages": [
      {
        "from": "Example Homeowner",
        "text": "Can we see the vanity options this week?"
      }
    ]
  }

• list_people List your BuildBook People with name, type, company and role. read

  People are created when you invite someone to a project, when an opportunity gets client details, or by hand. Pending invitees show as pending until they accept.

  MCP callbuildbook_read → list_people

  REST endpointGET https://cotlet.dev/api/v1/buildbook/peoples

  Parameters

  Parameters: list_people

  Name	Type	Description
  role string	string	Filter: `Pro Team`, `Collaborator` or `Client`.

  Example response

  {
    "people": [
      {
        "name": "Example Homeowner",
        "type": "Client",
        "role": "Client"
      },
      {
        "name": "Sample Tile Co",
        "type": "Tile Setter",
        "role": "Collaborator",
        "pending": true
      }
    ]
  }

ToolWhat it doesAccess

• manage_opportunities List or create opportunities, or convert one into a project. writeAsks first

  Creating an opportunity with client details also creates that client in People. Converting carries over the address, project type, the approved estimate, its selections and the payment schedule; tasks, notes, client info, files and the planned schedule stay behind. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_opportunities

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/opportunities/manage

  Parameters

  Parameters: manage_opportunities

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `convert_to_project`. `list` and `get` only read.
  title string	string	Opportunity title, for example the address or the type of remodel.
  client object	object	For `create`: first_name and last_name (required), email and phone (optional).
  address string	string	Job address.
  estimate_version string	string	For `convert_to_project`: the estimate version to carry over, or none.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "opportunity": "Maple Street bath remodel",
    "client": "Example Homeowner",
    "stage": "New",
    "saved": true
  }

• manage_estimates List estimates, create or edit one, or share it with the client as a proposal. writeAsks first

  `list` reads the Global Estimates page (Pro Team Admins and Owners): name, stage, status (Draft, Published, Approved, Declined), last update and total. Items without a cost code fall under 99-000 Uncategorized. Copying an estimate leaves its payment schedule behind. `share` publishes the proposal to your client. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_estimates

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/estimates/manage

  Parameters

  Parameters: manage_estimates

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `update`, `share`. `list` and `get` only read.
  opportunity string	string	The opportunity the estimate belongs to.
  source string	string	For `create`: `price_book`, `copy` (from another estimate) or `scratch`.
  items array	array	Name, cost_code, type, quantity and unit_price per item.
  visibility object	object	For `share`: which categories, line items, descriptions, prices and quantities the client sees, and `summary` or `detailed` totals.

  Example input

  {
    "action": "create",
    "opportunity": "Maple Street bath remodel",
    "source": "price_book",
    "items": [
      {
        "name": "Demolition",
        "cost_code": "02-100",
        "type": "Labor",
        "quantity": 1,
        "unit_price": 1800
      },
      {
        "name": "Floor and wall tile",
        "cost_code": "09-300",
        "type": "Material",
        "quantity": 85,
        "unit_price": 22
      },
      {
        "name": "Vanity install",
        "cost_code": "06-400",
        "type": "Labor",
        "quantity": 1,
        "unit_price": 950
      }
    ]
  }

  Example response

  {
    "opportunity": "Maple Street bath remodel",
    "estimate": "Version 1",
    "status": "Draft",
    "items": 3,
    "total": 4620
  }

• configure_estimate_defaults Set the default cover image, team info, About Us, contract and scope of work for new estimates. writeAsks first

  Defaults apply to new estimates only; estimates you already made keep their text. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → configure_estimate_defaults

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/estimate-defaults/configure

  Parameters

  Parameters: configure_estimate_defaults

  Name	Type	Description
  fields object	object	cover_image_url, about_us, contract, scope_of_work, in BuildBook's own section names.

  Example response

  {
    "about_us": "Family-owned remodelers since 2009.",
    "contract": "Standard remodel agreement",
    "saved": true
  }

• manage_price_book List or add Price Book items and cost codes, or export cost codes for QuickBooks Online matching. writeAsks first

  Price Book items carry a cost code and feed estimates and budgets. Bills, expenses and invoices with unmatched cost codes do not push to QuickBooks Online; the match itself is done in QuickBooks and BuildBook's sync settings, which no tool changes. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_price_book

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/price-book/manage

  Parameters

  Parameters: manage_price_book

  Name	Type	Description
  action string required	string	One of `list`, `add_item`, `add_cost_code`, `export_cost_codes`. `list` and `export_cost_codes` only read.
  item object	object	For `add_item`: name, cost_code, type, unit and price.
  cost_code object	object	For `add_cost_code`: category number (up to 6 digits), category name, code number and title.
  unmatched_only boolean	boolean	For `export_cost_codes`.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "cost_codes": [
      {
        "code": "02-100",
        "title": "Demolition"
      },
      {
        "code": "09-300",
        "title": "Tile"
      }
    ],
    "unmatched": 1
  }

• manage_tax_rates List, add or set the default tax rate for estimates and budgets. writeAsks first

  The default applies to new budgets and estimates. Until you set one, the default is Do Not Tax. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_tax_rates

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/tax-rates/manage

  Parameters

  Parameters: manage_tax_rates

  Name	Type	Description
  action string required	string	One of `list`, `add`, `set_default`. `list` only reads.
  name string	string	Tax name.
  rate number	number	One rate; for a combined rate, enter the sum.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "taxes": [
      {
        "name": "County sales tax",
        "rate": 7.25,
        "default": true
      }
    ]
  }

ToolWhat it doesAccess

• manage_projects List projects, create one or change its settings. writeAsks first

  Most tools take a project, so `list` is usually the first call. A project can start from an opportunity with an approved proposal or from a template; unchecked working days are left out of the schedule. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_projects

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/projects/manage

  Parameters

  Parameters: manage_projects

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `update`. `list` and `get` only read.
  project string	string	Project name, for `get` and `update`.
  fields object	object	name, address, type, working_days, template, start_date and opportunity.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "type": "Bathroom Remodel",
    "address": "14 Maple Street, Springfield",
    "saved": true
  }

• manage_project_templates List templates, save a project as a template, or add one from the Template Gallery. writeAsks first

  A template copies tasks, schedule, financials, selections and files; statuses, comments, chats and users are reset, and chat, logs and the client dashboard are not included. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_project_templates

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/project-templates/manage

  Parameters

  Parameters: manage_project_templates

  Name	Type	Description
  action string required	string	One of `list`, `create_from_project`, `add_from_gallery`. `list` only reads.
  project string	string	For `create_from_project`.
  gallery string	string	For `add_from_gallery`: New Construction, Kitchen Remodel or Bathroom Remodel.
  keep_assignments boolean	boolean	Keep task assignments in the template.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "template": "Bathroom remodel, standard",
    "from": "Maple Street bath remodel",
    "saved": true
  }

• manage_schedule Add or change phases and scheduled tasks, or set how dependencies move the schedule. writeAsks first

  Phases are shared with clients automatically. In Auto mode, moving a predecessor reschedules its successors and respects non-working days; Fixed and Ignore leave them in place. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_schedule

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/schedule/manage

  Parameters

  Parameters: manage_schedule

  Name	Type	Description
  action string required	string	One of `add_phase`, `update_phase`, `set_dependency_mode`. Every action writes.
  project string required	string	Project name, as manage_projects `list` returns it.
  phase string	string	Phase name, required with a date range.
  start string	string	ISO date.
  end string	string	ISO date.
  depends_on string	string	Predecessor phase or task.
  mode string	string	For `set_dependency_mode`: `auto`, `fixed` (the default) or `ignore`.

  Example input

  {
    "action": "action",
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "phase": "Tile",
    "start": "2026-11-16",
    "end": "2026-11-19",
    "depends_on": "Rough-in",
    "saved": true
  }

• view_schedule Read one project's schedule, or the Global Schedule across projects and active opportunities. read

  A project schedule has phases (shared with clients) and tasks (not shared by default), each with dates and dependencies. The Global Schedule shows every active project you are part of plus opportunities with a Planned Schedule.

  MCP callbuildbook_read → view_schedule

  REST endpointGET https://cotlet.dev/api/v1/buildbook/schedules/view

  Parameters

  Parameters: view_schedule

  Name	Type	Description
  project string	string	Project name. Leave empty for the Global Schedule.
  types array	array	Global Schedule filter: Phases, Tasks, Selections, Payments, Change Orders.

  Example response

  {
    "project": "Maple Street bath remodel",
    "phases": [
      {
        "name": "Demolition",
        "start": "2026-11-09",
        "end": "2026-11-10",
        "status": "complete"
      },
      {
        "name": "Tile",
        "start": "2026-11-16",
        "end": "2026-11-19",
        "status": "incomplete"
      }
    ]
  }

• manage_tasks List, create, assign, copy, bulk edit or share a project's tasks. writeAsks first

  Assignees get an email once they have accepted the project invite. Copied tasks are added beside the existing ones, never over them. Bulk updates change status, assignees or client visibility, or delete. A public link lets anyone with it read the task. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_tasks

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/tasks/manage

  Parameters

  Parameters: manage_tasks

  Name	Type	Description
  action string required	string	One of `list`, `create`, `update`, `assign`, `copy_from`, `bulk_update`, `share`. `list` only reads.
  project string required	string	Project name, as manage_projects `list` returns it.
  title string	string	Task title, the only required field for `create`.
  assignees array	array	Project members, pending invitees or No Access contacts.
  due string	string	ISO date or date range. Only tasks with a due date appear on the schedule.
  status string	string	Not Started, In Progress, On Hold, Completed, or your own statuses.
  source_project string	string	For `copy_from`: the project or template to copy tasks from.
  share string	string	For `share`: `client` or `public_link`.

  Example input

  {
    "action": "action",
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "task": "Order vanity",
    "assignees": [
      "Office"
    ],
    "due": "2026-11-14",
    "status": "In Progress",
    "saved": true
  }

• manage_task_statuses List, add, rename or delete the task statuses used across all projects. writeAsks first

  A status change applies to every project and adds or renames a column in the Card View. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_task_statuses

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/task-statuses/manage

  Parameters

  Parameters: manage_task_statuses

  Name	Type	Description
  action string required	string	One of `list`, `add`, `rename`, `delete`. `list` only reads.
  status string	string	Status name.
  new_name string	string	For `rename`.
  move_to string	string	For `delete`: the status that takes its tasks.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "statuses": [
      "Not Started",
      "In Progress",
      "Waiting on Client",
      "On Hold",
      "Completed"
    ]
  }

• print_tasks Build a printable task report of a project, as BuildBook's Print option does. read

  Returns the report as text for a job-site sheet or a meeting, filtered by assignee or tag if you ask. Nothing in BuildBook changes.

  MCP callbuildbook_read → print_tasks

  REST endpointGET https://cotlet.dev/api/v1/buildbook/tasks/print

  Parameters

  Parameters: print_tasks

  Name	Type	Description
  project string required	string	Project name, as manage_projects `list` returns it.
  show array	array	Details to include: Assigned, Due Date, Phase, Notes, Subtasks, Tags, Attachments, Comments.
  completed boolean	boolean	True for completed tasks only, false for incomplete.
  sort string	string	`due_date` or `custom`.

  Example input

  {
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "tasks": [
      {
        "title": "Order vanity",
        "assigned": "Office",
        "due": "2026-11-14"
      },
      {
        "title": "Tile install",
        "assigned": "Sample Tile Co",
        "due": "2026-11-16"
      }
    ]
  }

• manage_daily_logs Read a project's daily logs, post a new one or share it with the client. writeAsks first

  A posted log is visible to team members and collaborators with access to Logs. Shared logs appear on the client's Updates tab. The agent writes only what you gave it. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_daily_logs

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/daily-logs/manage

  Parameters

  Parameters: manage_daily_logs

  Name	Type	Description
  action string required	string	One of `list`, `create`, `share_with_client`. `list` only reads.
  project string required	string	Project name, as manage_projects `list` returns it.
  date string	string	ISO date. Defaults to today; a past date backlogs the entry.
  entry string	string	Weather, site condition and progress, in your words.
  file_urls array	array	Photos or documents to attach, up to 10 per upload.

  Example input

  {
    "action": "action",
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "date": "2026-11-13",
    "entry": "Cement board up in the shower. Tile starts Monday.",
    "shared_with_client": false,
    "saved": true
  }

• manage_project_files List a project's files and folders, upload files or make a folder. writeAsks first

  Files are visible to your Pro Team and collaborators with Everything access by default; sharing with clients is a separate choice in BuildBook. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_project_files

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/project-files/manage

  Parameters

  Parameters: manage_project_files

  Name	Type	Description
  action string required	string	One of `list`, `upload`, `create_folder`. `list` only reads.
  project string required	string	Project name, as manage_projects `list` returns it.
  file_urls array	array	For `upload`: links the Cloud Browser downloads from, up to 10 per upload.
  folder string	string	Folder name.

  Example input

  {
    "action": "action",
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "folder": "Plans",
    "uploaded": [
      "Bath layout rev B.pdf"
    ]
  }

• invite_people Invite Pro Team members to your account, or collaborators and clients to a project. writeAsks first

  BuildBook emails each person a link to join. Pro Team invitations need a Team or Business plan, and a team member must accept before you can add them to a project. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → invite_people

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/people/invite

  Parameters

  Parameters: invite_people

  Name	Type	Description
  scope string required	string	`team` (account level) or `project`.
  project string	string	For `project`.
  people array	array	Email, and role: Admin or Member for the team; Pro Team Member, Collaborator or Client for a project.

  Example input

  {
    "scope": "scope"
  }

  Example response

  {
    "scope": "project",
    "project": "Maple Street bath remodel",
    "invited": [
      {
        "email": "tile@example.com",
        "role": "Collaborator"
      }
    ]
  }

ToolWhat it doesAccess

• view_project_financials Read a project's Financials summary: Cost, Estimated and Price, with change orders, credits and paid invoices. read

  Cost totals the bills and expenses. Price includes items, selections, markup, taxes and management fees; approved change orders and credits are added or subtracted below it, and paid invoices are shown beneath the total price.

  MCP callbuildbook_read → view_project_financials

  REST endpointGET https://cotlet.dev/api/v1/buildbook/project-financials/view

  Parameters

  Parameters: view_project_financials

  Name	Type	Description
  project string required	string	Project name, as manage_projects `list` returns it.

  Example input

  {
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "cost": 3120,
    "estimated": 4620,
    "price": 5180,
    "change_orders_approved": 560,
    "invoices_paid": 2310
  }

• manage_budget Read a project's Budget tab or add items from the Price Book or from scratch. writeAsks first

  A budget can also come from converting an estimate. An item of type Selection becomes a selection category with an allowance; deleting it deletes the category and its items. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_budget

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/budget/manage

  Parameters

  Parameters: manage_budget

  Name	Type	Description
  action string required	string	One of `list`, `add_from_price_book`, `add_item`. `list` only reads.
  project string required	string	Project name, as manage_projects `list` returns it.
  items array	array	Name, cost_code, type (for example Labor, Material or Selection), quantity, unit and price.

  Example input

  {
    "action": "action",
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "items": [
      {
        "name": "Demolition",
        "cost_code": "02-100",
        "price": 1800
      },
      {
        "name": "Floor and wall tile",
        "cost_code": "09-300",
        "price": 1870
      }
    ]
  }

• manage_bills_and_expenses List bills and expenses, add one split across budget lines, or import card transactions. writeAsks first

  An expense needs a vendor, the date paid and the cost. Unassociated costs do not count against a budget line. `list` reads the global Bills & Expenses page, limited to projects where you have financial permissions. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_bills_and_expenses

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/bills-and-expenses/manage

  Parameters

  Parameters: manage_bills_and_expenses

  Name	Type	Description
  action string required	string	One of `list`, `add_bill`, `add_expense`, `import_transactions`. `list` only reads.
  projects array	array	One project, or several to split across (Admins and Owners).
  vendor string	string	Vendor or payee; a new name creates a vendor.
  date string	string	ISO date; for an expense, the date paid.
  lines array	array	budget_line and cost per line; the rest stays Unassociated Cost.
  csv_url string	string	For `import_transactions`: a CSV with account, payee, received, spent, date and description, positive values only.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "type": "Expense",
    "vendor": "Example Supply",
    "date": "2026-11-12",
    "lines": [
      {
        "budget_line": "Floor and wall tile",
        "cost": 640
      }
    ],
    "total": 640,
    "saved": true
  }

• export_budget_report Export a project's budget report with the sections you choose, or its budget as a spreadsheet. read

  The report carries your logo, the project name and address. Nothing in BuildBook changes; the agent returns the file.

  MCP callbuildbook_read → export_budget_report

  REST endpointGET https://cotlet.dev/api/v1/buildbook/budget-reports/export

  Parameters

  Parameters: export_budget_report

  Name	Type	Description
  project string required	string	Project name, as manage_projects `list` returns it.
  sections array	array	Summary, Budget, Selections, Change Orders, Credits, Payments, Bills & Expenses.
  format string	string	`pdf` or `excel`.

  Example input

  {
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "format": "pdf",
    "sections": [
      "Summary",
      "Change Orders"
    ],
    "file": "Maple Street bath remodel budget.pdf"
  }

• manage_vendors List vendors, add one, or update its details and notes. writeAsks first

  Vendors are businesses you buy from, kept apart from People. Bills and expenses point at them, so add a supplier here first. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_vendors

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/vendors/manage

  Parameters

  Parameters: manage_vendors

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `update`. `list` and `get` only read.
  name string	string	Business name, for example a lumberyard or supplier.
  fields object	object	category, phone, email, address and notes.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "name": "Example Supply",
    "category": "Tile and stone",
    "email": "orders@example.com",
    "saved": true
  }

ToolWhat it doesAccess

• manage_change_orders List change orders, create one with line items, request client approval or mark it approved. writeAsks first

  Statuses are Draft, Pending, Approved and Declined. `request_approval` emails the client a link with Approve and Decline buttons; `mark_approved` records a verbal approval. Approved change orders add to the project price. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_change_orders

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/change-orders/manage

  Parameters

  Parameters: manage_change_orders

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `request_approval`, `mark_approved`. `list` and `get` only read.
  project string required	string	Project name, as manage_projects `list` returns it.
  title string	string	Short name of the change.
  description string	string	What changes in the work.
  items array	array	Name, cost_code, quantity, unit_price, markup and tax per line.

  Example input

  {
    "action": "action",
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "change_order": "Heated floor mat",
    "total": 560,
    "status": "Pending",
    "sent_to": "Example Homeowner"
  }

• manage_selections List selections, add a category or option, or send a selection to the client for approval. writeAsks first

  Sending for approval emails and notifies the client, sets the status to Pending and locks the description and photos until the client approves or declines. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_selections

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/selections/manage

  Parameters

  Parameters: manage_selections

  Name	Type	Description
  action string required	string	One of `list`, `create_category`, `add_option`, `request_approval`, `mark_approved`. `list` only reads.
  project string required	string	Project name, as manage_projects `list` returns it.
  category string	string	Selection category, for example Vanity.
  allowance number	number	Allowance for the category.
  option object	object	For `add_option`: name, price and description.
  due string	string	ISO due date of the category.

  Example input

  {
    "action": "action",
    "project": "project"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "category": "Vanity",
    "allowance": 1200,
    "options": 2,
    "approval": "Pending"
  }

• manage_invoices List invoices, create a draft, change its status or send it to the client. writeAsks first

  `list` reads the global Invoices page with its Draft, Invoiced, Outstanding, Overdue and Paid totals. Only Draft invoices can be edited. A sent invoice has reached your client; the agent cannot pull it back. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_invoices

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/invoices/manage

  Parameters

  Parameters: manage_invoices

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `set_status`, `send`. `list` and `get` only read.
  project string	string	Project the invoice belongs to.
  description string	string	What the invoice is for.
  items array	array	Description and amount per line.
  status string	string	Draft, Open, Paid or Void. Overdue is set by BuildBook.
  send_by string	string	For `send`: `email` or `link`.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "project": "Maple Street bath remodel",
    "invoice": "Progress payment, tile",
    "status": "Draft",
    "total": 2310,
    "sent": false
  }

ToolWhat it doesAccess

• manage_portfolio Edit your public Portfolio: headline, featured image, collections, services, testimonials and contact details. writeAsks first

  The Portfolio is public, and its contact form creates opportunities for you. BuildBook asks for a featured image at least 1200 pixels wide; sections left blank do not show. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildbook_write → manage_portfolio

  REST endpointPOST https://cotlet.dev/api/v1/buildbook/portfolio/manage

  Parameters

  Parameters: manage_portfolio

  Name	Type	Description
  action string required	string	One of `get`, `update`, `create_collection`, `add_photos`, `feature_collections`. `list` and `get` only read.
  fields object	object	headline (up to 100 words), featured_image_url, services, testimonials, social links.
  collection string	string	Collection name and description.
  photo_urls array	array	For `add_photos`: up to 10 per upload.
  featured array	array	For `feature_collections`: up to five collections; the first is featured.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "headline": "Kitchens and baths, built to last",
    "collections": [
      "Maple Street bath",
      "Oak Court kitchen"
    ],
    "saved": true
  }