Buildxact API and MCP server Let your AI agent quote, schedule and claim the job.

ToolWhat it doesAccess

• manage_leads List or read leads, create one for a new or existing client, or link an estimate to a lead. writeAsks first

  Buildxact recommends the order Lead, Estimate, Job, and the client portal hangs off the lead. An estimate links only to a lead for the exact same client, set in the Lead Details area of the estimate. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_leads

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/leads/manage

  Parameters

  Parameters: manage_leads

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `link_estimate`. `list` and `get` only read.
  lead string	string	Lead name, for `get` and `link_estimate`.
  client string	string	For `create`: an existing client from manage_clients, or the details of a new one.
  estimate string	string	For `link_estimate`: the estimate to link.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "lead": "Hill St deck and pergola",
    "client": "Example Homeowner",
    "estimate": "Hill St deck, base scope",
    "linked": true
  }

• manage_clients List or read your clients, add one, or import a list from an Excel file. writeAsks first

  An import maps each spreadsheet column to a Buildxact field and shows the rows before they are added. Run `list` first so the same client is not added twice. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_clients

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/clients/manage

  Parameters

  Parameters: manage_clients

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `import`. `list` and `get` only read.
  client string	string	Client name, for `get`.
  fields object	object	For `create`: name, email, phone and address.
  file_url string	string	For `import`: a link to a spreadsheet laid out like Buildxact's client template.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "client": "Example Homeowner",
    "email": "homeowner@example.com",
    "phone": "+1 555 0100",
    "saved": true
  }

• import_contacts Import contractors, suppliers and employees from an Excel file into Contacts. writeAsks first

  Every contact's group must be Contractors, Employees or Suppliers; Buildxact warns that any other group can break your accounting sync, so the agent checks the groups and shows you the import preview first. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → import_contacts

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/contacts

  Parameters

  Parameters: import_contacts

  Name	Type	Description
  file_url string required	string	A link to a spreadsheet laid out like Buildxact's contact template.

  Example input

  {
    "file_url": "https://example.com"
  }

  Example response

  {
    "imported": 3,
    "groups": {
      "Contractors": 2,
      "Suppliers": 1,
      "Employees": 0
    }
  }

ToolWhat it doesAccess

• manage_estimates List or read estimates, copy one as a new version, or start a new estimate from a template. writeAsks first

  A copy keeps the original as it is, the usual way to make a "Version 2" when a client asks for big changes. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_estimates

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

  Parameters

  Parameters: manage_estimates

  Name	Type	Description
  action string required	string	One of `list`, `get`, `copy`, `from_template`. `list` and `get` only read.
  estimate string	string	The estimate to read or copy, or the template for `from_template`.
  name string	string	For `copy` and `from_template`: name, type, customer and source of the new estimate.
  parts array	array	For `copy` and `from_template`: which parts to bring across.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "estimate": "Hill St deck, version 2",
    "copied_from": "Hill St deck, base scope",
    "saved": true
  }

• manage_estimate_templates List your estimate templates or create one, blank or from an Excel estimate. writeAsks first

  Templates live under Estimates, Templates, and manage_estimates starts new estimates from them. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_estimate_templates

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/estimate-templates/manage

  Parameters

  Parameters: manage_estimate_templates

  Name	Type	Description
  action string required	string	One of `list`, `create`. `list` and `get` only read.
  name string	string	Template name, for `create`.
  categories array	array	For a blank template: the Estimate Costings categories to add.
  file_url string	string	For a template from Excel: a link to a file in Buildxact's estimate layout.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "template": "Deck, hardwood, standard scope",
    "categories": [
      "Footings",
      "Framing",
      "Decking",
      "Balustrade"
    ],
    "saved": true
  }

• import_estimate_from_excel Create a new estimate from an Excel or CSV file in Buildxact's layout. writeAsks first

  One column per field, no formulas or images. Buildxact imports one unit cost and one markup per line and no wastage; takeoffs on plans are done afterwards. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → import_estimate_from_excel

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/estimate-from-excels

  Parameters

  Parameters: import_estimate_from_excel

  Name	Type	Description
  file_url string required	string	A .csv, .xls or .xlsx link. Category and Description columns are required.
  name string required	string	Name of the new estimate.

  Example input

  {
    "file_url": "https://example.com",
    "name": "Jane Doe"
  }

  Example response

  {
    "estimate": "Rowe Ave bathroom, imported",
    "lines": 46,
    "saved": true
  }

• set_estimate_markup Set a markup percentage on an item, a category or section, or the whole estimate. writeAsks first

  Buildxact takes markup as a percentage only, and markups at different levels add together into the final markup. The agent reads the breakdown back so you see where it comes from. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → set_estimate_markup

  REST endpointPUT https://cotlet.dev/api/v1/buildxact/estimate-markup

  Parameters

  Parameters: set_estimate_markup

  Name	Type	Description
  estimate string required	string	Estimate name or number, as list in manage_estimates returns it.
  level string required	string	One of `item`, `category`, `estimate`.
  target string	string	The item or category, unless the level is `estimate`.
  percent number required	number	Markup as a percentage.

  Example input

  {
    "estimate": "estimate",
    "level": "level",
    "percent": 1
  }

  Example response

  {
    "estimate": "Hill St deck, base scope",
    "level": "estimate",
    "percent": 20,
    "quote_total": 24600,
    "saved": true
  }

• manage_plans List the plans on an estimate, upload a plan file, or set its scale for takeoffs. writeAsks first

  Plans go to the Plans & Takeoffs tab and are auto scaled from the scale printed on them unless you say otherwise. The drawing tools and the takeoff assistant stay off until a plan is scaled. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_plans

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/plans/manage

  Parameters

  Parameters: manage_plans

  Name	Type	Description
  action string required	string	One of `list`, `upload`, `scale`. `list` and `get` only read.
  estimate string required	string	Estimate name or number, as list in manage_estimates returns it.
  file_url string	string	For `upload`: a link to the plan file.
  pages string	string	For `upload`: pages or a range to import. Empty imports every page.
  scale string	string	For `scale`: a common scale such as 1/4":1, imperial or metric by your region.

  Example input

  {
    "action": "action",
    "estimate": "estimate"
  }

  Example response

  {
    "estimate": "Hill St deck, base scope",
    "plan": "A101 Deck plan",
    "scale": "1/4\":1",
    "scaled": true
  }

• share_plans_takeoffs Email plans or takeoff drawings, or export them to PDF. writeAsks first

  An email reaches people outside your company, so the agent lists the recipients and attachments first. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → share_plans_takeoffs

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/plans-takeoffs/share

  Parameters

  Parameters: share_plans_takeoffs

  Name	Type	Description
  estimate string required	string	Estimate name or number, as list in manage_estimates returns it.
  what string required	string	One of `plans`, `takeoffs`.
  items array	array	Plans or takeoffs to include. Empty takes all.
  to array	array	Email recipients. Empty exports a PDF instead.
  labels boolean	boolean	Show takeoff labels. Off reads better on detailed takeoffs.

  Example input

  {
    "estimate": "estimate",
    "what": "what"
  }

  Example response

  {
    "estimate": "Hill St deck, base scope",
    "what": "takeoffs",
    "to": [
      "bids@example.com"
    ],
    "sent": true
  }

• manage_price_catalogs List catalogs, import supplier pricing from a spreadsheet, or export a catalog to Excel. writeAsks first

  Catalog items are what estimates, variations and purchase orders search when you add prices. One column per field, no formulas or images. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_price_catalogs

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/price-catalogs/manage

  Parameters

  Parameters: manage_price_catalogs

  Name	Type	Description
  action string required	string	One of `list`, `import`, `export`. `list` and `get` only read.
  catalog string	string	Catalog name, for `import` and `export`.
  file_url string	string	For `import`: a .csv, .tsv, .xls, .xlsx or .xml link. PDFs are not accepted.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "catalog": "Example Timber Supply 2026",
    "items": 212,
    "imported": true
  }

• manage_assemblies List recipes (assemblies), or create one from catalog items for a unit of work. writeAsks first

  A recipe or assembly prices one increment, such as a foot of wall or one door. Buildxact also ships ready-made recipes you can adjust. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_assemblies

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/assemblies/manage

  Parameters

  Parameters: manage_assemblies

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`. `list` and `get` only read.
  name string	string	Recipe name, for example Deck, per square metre.
  items array	array	For `create`: material and labour items per unit.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "recipe": "Hardwood deck, per sq ft",
    "items": 4,
    "unit_cost": 38.5,
    "saved": true
  }

ToolWhat it doesAccess

• prepare_quote Turn an estimate into a quote: pick its sections and read the preview or PDF. writeAsks first

  Prepares the quote and returns the preview, so you can check section order and blank pages before anyone sees it. Nothing is sent: share_quote does that. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → prepare_quote

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/quote/prepare

  Parameters

  Parameters: prepare_quote

  Name	Type	Description
  estimate string required	string	Estimate name or number, as list in manage_estimates returns it.
  sections array	array	Sections to include: cover page, letter, quote items, specifications, allowances, other estimate details.
  items_view string	string	For quote items: one of `all_items`, `categories_only`, plus whether to show quantities and costs.

  Example input

  {
    "estimate": "estimate"
  }

  Example response

  {
    "estimate": "Hill St deck, base scope",
    "sections": [
      "Cover page",
      "Letter",
      "Quote items",
      "Allowances"
    ],
    "total": 24600,
    "pdf_preview": true
  }

• share_quote Send a quote by email or to the client portal, standard or with digital acceptance. writeAsks first

  The quote reaches your client, so the agent shows the recipients, the workflow and the email text first. Buildxact also shows who is invited to the portal project, so you do not share into an empty one. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → share_quote

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/quote/share

  Parameters

  Parameters: share_quote

  Name	Type	Description
  estimate string required	string	Estimate name or number, as list in manage_estimates returns it.
  workflow string required	string	One of `standard` (view or download link) or `digital_acceptance` (web quote the client can accept).
  recipients array required	array	Clients to send it to.
  message string	string	The email text.
  to_portal boolean	boolean	Also share to the client portal project of the linked lead.

  Example input

  {
    "estimate": "estimate",
    "workflow": "workflow",
    "recipients": "recipients"
  }

  Example response

  {
    "estimate": "Hill St deck, base scope",
    "workflow": "digital_acceptance",
    "recipients": [
      "homeowner@example.com"
    ],
    "shared": true
  }

ToolWhat it doesAccess

• manage_jobs List or read jobs, create one, or create a job from an estimate and accept the estimate. writeAsks first

  Creating the job leaves the estimate open; accepting the estimate locks its value once the contract is signed, and variations only work after that. Buildxact warns that changing the estimate while the job is open can leave orphan orders, so the agent tells you before it does. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_jobs

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/jobs/manage

  Parameters

  Parameters: manage_jobs

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `from_estimate`, `accept_estimate`. `list` and `get` only read.
  job string	string	Job name or number, for `get` and `accept_estimate`.
  estimate string	string	For `from_estimate`: the estimate the job starts from.
  invoice_method string	string	For a new job: one of `contract_price`, `completion_percent`, `cost_plus`.
  start_date string	string	Expected ISO start date.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "job": "Hill St deck and pergola",
    "estimate": "Hill St deck, base scope",
    "invoice_method": "completion_percent",
    "start_date": "2026-11-24",
    "created": true
  }

• update_job_schedule Read a job schedule, move tasks, change dates, durations or progress, and set dependencies. writeAsks first

  Tasks from an estimate schedule carry across when the job is created. With auto dependencies on, moving one task can shift the tasks below it, so the agent reports every task that moved. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → update_job_schedule

  REST endpointPATCH https://cotlet.dev/api/v1/buildxact/job-schedule

  Parameters

  Parameters: update_job_schedule

  Name	Type	Description
  action string required	string	One of `list`, `update`. `list` and `get` only read.
  job string required	string	Job name or number, as list in manage_jobs returns it.
  task string	string	The task, for `update`.
  start_date string	string	ISO date.
  end_date string	string	ISO date.
  progress number	number	Completion from 0 to 100.
  dependency object	object	A manual dependency: the other task, `end_to_start` or `start_to_start`, and lag days.

  Example input

  {
    "action": "action",
    "job": "job"
  }

  Example response

  {
    "job": "Hill St deck and pergola",
    "task": "Decking install",
    "start_date": "2026-12-01",
    "end_date": "2026-12-04",
    "progress": 0,
    "moved": [
      "Balustrade",
      "Final clean"
    ]
  }

• share_job_schedule Export or email a schedule as a Gantt chart or task list, or publish it to the client portal. writeAsks first

  The client portal needs the job linked to a lead. A published schedule is visible to your client, so the agent asks first. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → share_job_schedule

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/job-schedule/share

  Parameters

  Parameters: share_job_schedule

  Name	Type	Description
  job string required	string	Job name or number, as list in manage_jobs returns it.
  format string required	string	One of `gantt_pdf`, `gantt_image`, `gantt_excel`, `task_list`, `portal`.
  detail string	string	One of `categories_only`, `categories_and_tasks`, `as_displayed` (portal only).
  to array	array	Email recipients. Empty returns the file.

  Example input

  {
    "job": "job",
    "format": "format"
  }

  Example response

  {
    "job": "Hill St deck and pergola",
    "format": "portal",
    "detail": "categories_and_tasks",
    "published": true
  }

• manage_daily_logs Read a job's Daily Logs (Site Diary), or add a post with photos. writeAsks first

  Australia and New Zealand call it Site Diary. Videos and several photos per post are on the Pro and Master plans. The agent writes your notes as given. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_daily_logs

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

  Parameters

  Parameters: manage_daily_logs

  Name	Type	Description
  action string required	string	One of `list`, `create`. `list` and `get` only read.
  job string required	string	Job name or number, as list in manage_jobs returns it.
  date string	string	ISO date. Defaults to today.
  text string	string	What happened on site, in your words.
  media_urls array	array	Links to photos or videos to attach.

  Example input

  {
    "action": "action",
    "job": "job"
  }

  Example response

  {
    "job": "Hill St deck and pergola",
    "date": "2026-12-02",
    "text": "Joists fixed, first 40 boards laid.",
    "photos": 2,
    "saved": true
  }

ToolWhat it doesAccess

• manage_quote_requests Send a request for quote from an estimate to your trades and suppliers, and read the replies. writeAsks first

  Quote Requests are on Buildxact's Pro and Teams plans only. Trades reply through Buildxact, and the winning reply updates the estimate. A request reaches people outside your company, so the agent lists recipients and items first. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_quote_requests

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/quote-requests/manage

  Parameters

  Parameters: manage_quote_requests

  Name	Type	Description
  action string required	string	One of `list`, `get`, `send`. `list` and `get` only read.
  estimate string required	string	Estimate name or number, as list in manage_estimates returns it.
  items array	array	For `send`: the estimate items to price.
  recipients array	array	For `send`: trades or suppliers from Contacts.

  Example input

  {
    "action": "action",
    "estimate": "estimate"
  }

  Example response

  {
    "estimate": "Hill St deck, base scope",
    "request": "Pergola electrical",
    "recipients": [
      "Example Electric",
      "Sample Sparks"
    ],
    "sent": true
  }

• manage_purchase_orders List or read purchase orders, create one against an estimate line, send it, or mark it received. writeAsks first

  Purchase orders record external costs and can flow to your accounting system. Creating one from the estimate line keeps estimated and actual costs side by side. Sending emails the supplier. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_purchase_orders

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/purchase-orders/manage

  Parameters

  Parameters: manage_purchase_orders

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `send`, `receive`. `list` and `get` only read.
  job string required	string	Job name or number, as list in manage_jobs returns it.
  order string	string	Purchase order number, for `get`, `send` and `receive`.
  supplier string	string	For `create`: the supplier or subcontractor from Contacts.
  lines array	array	For `create`: estimate line or cost category, description, quantity and unit cost.
  show_costs boolean	boolean	Show prices on the order document.

  Example input

  {
    "action": "action",
    "job": "job"
  }

  Example response

  {
    "job": "Hill St deck and pergola",
    "order": "PO-0412",
    "supplier": "Example Timber Supply",
    "total": 10350,
    "status": "Sent"
  }

• create_material_order Build a material order with The Home Depot from estimate items or a product search. writeAsks first

  The tool fills the cart and submits it as a quote, which Buildxact saves. Going to checkout and paying stays with you. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → create_material_order

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/material-orders

  Parameters

  Parameters: create_material_order

  Name	Type	Description
  record string	string	Estimate or job to take items from. Empty starts from a product search.
  items array required	array	Items with quantities, or Home Depot descriptions or item codes to search.
  description string	string	Your note, for example Flooring for Hill St.
  delivery string	string	One of `delivery`, `pickup`, with the job work location or an address.

  Example input

  {
    "items": "items"
  }

  Example response

  {
    "order": "Decking for Hill St",
    "items": 3,
    "delivery": "pickup",
    "quote_submitted": true
  }

• manage_work_orders List work orders, or record staff labour and timesheet hours against a job. writeAsks first

  Work orders track internal costs, mostly labour, and unlike purchase orders they do not push costs to accounting. Completing one asks for the actual amount used, which feeds estimated against actual labour. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_work_orders

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/work-orders/manage

  Parameters

  Parameters: manage_work_orders

  Name	Type	Description
  action string required	string	One of `list`, `create`, `complete`. `list` and `get` only read.
  job string required	string	Job name or number, as list in manage_jobs returns it.
  line string	string	The estimate line the cost belongs to.
  people array	array	Employees, with hours or cost per line.
  actual number	number	For `complete`: the actual amount used.

  Example input

  {
    "action": "action",
    "job": "job"
  }

  Example response

  {
    "job": "Hill St deck and pergola",
    "work_order": "Decking labour, week of 1 Dec",
    "hours": 64,
    "saved": true
  }

ToolWhat it doesAccess

• manage_invoices List or read a job's invoices, create the next one for its invoice method, share it, or record a payment. writeAsks first

  Contract Price bills set stages such as deposit, base, frame, lockup, fixing and completion; Completion Percent bills the share of each category done since the last invoice; Cost Plus bills costs from purchase and work orders plus your markup. Retention applies where the job has it. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_invoices

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

  Parameters

  Parameters: manage_invoices

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `share`, `record_payment`. `list` and `get` only read.
  job string required	string	Job name or number, as list in manage_jobs returns it.
  invoice string	string	Invoice number, for `get`, `share` and `record_payment`.
  claim object	object	For `create`: the stage (Contract Price), the % done per cost category (Completion Percent), or the costs to bill (Cost Plus).
  amount number	number	For `record_payment`: the amount received.

  Example input

  {
    "action": "action",
    "job": "job"
  }

  Example response

  {
    "job": "Hill St deck and pergola",
    "invoice": "INV-0218",
    "method": "completion_percent",
    "lines": [
      {
        "category": "Decking",
        "percent": 60,
        "amount": 7056
      },
      {
        "category": "Pergola",
        "percent": 25,
        "amount": 1860
      }
    ],
    "total": 8916,
    "shared": false
  }

• manage_variations List variations (change orders), create one like a mini estimate, or send it for approval. writeAsks first

  Recipes or assemblies can be added like in an estimate. Accepted variations can then go on an invoice. Sending one for approval reaches your client, and a variation changes what the client pays. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → manage_variations

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/variations/manage

  Parameters

  Parameters: manage_variations

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `send`. `list` and `get` only read.
  job string required	string	Job name or number, as list in manage_jobs returns it.
  name string	string	Variation name, for `create`.
  lines array	array	For `create`: labour, materials and other items, each with an Actual Costing category, quantity and unit cost.
  markup number	number	Markup percentage.
  delay_days number	number	Optional delay days.

  Example input

  {
    "action": "create",
    "job": "Hill St deck and pergola",
    "name": "Extra deck stairs",
    "lines": [
      {
        "description": "Carpenter labour",
        "category": "Decking",
        "quantity": 6,
        "unit": "hr",
        "unit_cost": 85
      },
      {
        "description": "Stair stringers and treads",
        "category": "Decking",
        "quantity": 1,
        "unit": "set",
        "unit_cost": 640
      }
    ],
    "markup": 20
  }

  Example response

  {
    "job": "Hill St deck and pergola",
    "variation": "Extra deck stairs",
    "lines": 2,
    "markup": 20,
    "total": 1380,
    "status": "Draft"
  }

• amend_invoice Set an invoice back to Pending, change it, then restore its status and payments. writeAsks first

  Buildxact edits an invoice only in Pending, so recorded payments come off first and go back after; the agent reads them out before it removes them. An invoice already synced to accounting does not re-sync, and some Completion Percent invoices cannot go back to Pending. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → amend_invoice

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/invoice/amend

  Parameters

  Parameters: amend_invoice

  Name	Type	Description
  job string required	string	Job name or number, as list in manage_jobs returns it.
  invoice string required	string	Invoice number.
  changes object required	object	The lines, dates or amounts to change.

  Example input

  {
    "job": "job",
    "invoice": "invoice",
    "changes": "changes"
  }

  Example response

  {
    "job": "Hill St deck and pergola",
    "invoice": "INV-0218",
    "status": "Invoiced",
    "payments_restored": 1,
    "saved": true
  }

• create_credit_note Credit a client with a negative variation or order, or record a supplier credit on a purchase order. writeAsks first

  Buildxact issues no negative invoices: a client credit is a negative variation added to an invoice with a value, or on Cost Plus jobs a negative purchase or work order that attracts the default markup. A supplier credit syncs to accounting as a negative bill, or a credit note in Xero. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → create_credit_note

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/credit-notes

  Parameters

  Parameters: create_credit_note

  Name	Type	Description
  job string required	string	Job name or number, as list in manage_jobs returns it.
  party string required	string	One of `client`, `supplier`.
  source string	string	Client: the invoice to attach it to. Supplier: the purchase order, at least Sent.
  lines array required	array	Items and negative quantities or amounts.

  Example input

  {
    "job": "job",
    "party": "party",
    "lines": "lines"
  }

  Example response

  {
    "job": "Hill St deck and pergola",
    "party": "supplier",
    "source": "PO-0412",
    "amount": -420,
    "saved": true
  }

• set_invoice_due_days Change the default invoice due days for the business or for one job. writeAsks first

  The business default sits in Business Details, Other Settings; a job default sits on the job's Outgoing Invoices tab. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → set_invoice_due_days

  REST endpointPUT https://cotlet.dev/api/v1/buildxact/invoice-due-days

  Parameters

  Parameters: set_invoice_due_days

  Name	Type	Description
  job string	string	The job. Empty changes the business default in Business Details.
  days number required	number	Default due days.

  Example input

  {
    "days": 1
  }

  Example response

  {
    "job": "Hill St deck and pergola",
    "default_due_days": 14,
    "saved": true
  }

ToolWhat it doesAccess

• message_client Read client portal conversations or send a client a message. writeAsks first

  `list` shows conversations across your client portals with unread ones first. A message reaches your client in their portal. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → message_client

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/client/message

  Parameters

  Parameters: message_client

  Name	Type	Description
  action string required	string	One of `list`, `send`. `list` and `get` only read.
  lead string	string	The lead the conversation belongs to.
  subject string	string	For a new conversation.
  message string	string	For `send`.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "lead": "Hill St deck and pergola",
    "subject": "Decking start",
    "sent": true
  }

• share_to_client_portal Share documents or images from a lead, estimate or job to its client portal. writeAsks first

  The client must be invited to the project. Buildxact warns that a shared item cannot be removed from the portal, so this always waits for your OK. By default you confirm each call; you can switch that off for this tool.

  MCP callbuildxact_write → share_to_client_portal

  REST endpointPOST https://cotlet.dev/api/v1/buildxact/client-portal/share

  Parameters

  Parameters: share_to_client_portal

  Name	Type	Description
  record string required	string	The lead, estimate or job holding the documents.
  documents array required	array	Documents or images already uploaded there.
  timeline boolean	boolean	Also post to the portal timeline, for a milestone.
  message string	string	The email text the client gets.

  Example input

  {
    "record": "record",
    "documents": "documents"
  }

  Example response

  {
    "record": "Hill St deck and pergola",
    "documents": [
      "Footing inspection.pdf"
    ],
    "timeline": true,
    "shared": true
  }

• get_costing_reports Read an estimate or job costing report: Categories, Categories and Items, PC/PS Items, Estimated vs Actuals or Estimated vs Committed. read

  Estimated vs Actuals counts purchase orders that are receipted; Estimated vs Committed also counts orders that are sent but not yet receipted. Returns the report rows as text, the same data Buildxact prints or exports to Excel. It changes nothing and runs without asking.

  MCP callbuildxact_read → get_costing_reports

  REST endpointGET https://cotlet.dev/api/v1/buildxact/costing-reports

  Parameters

  Parameters: get_costing_reports

  Name	Type	Description
  record string required	string	Estimate or job name or number.
  report string required	string	One of `categories`, `categories_and_items`, `pc_ps_items`, `estimated_vs_actuals`, `estimated_vs_committed`. The last two exist on jobs only.

  Example input

  {
    "record": "record",
    "report": "report"
  }

  Example response

  {
    "job": "Hill St deck and pergola",
    "report": "estimated_vs_committed",
    "rows": [
      {
        "category": "Decking",
        "estimated": 9800,
        "committed": 10350
      },
      {
        "category": "Pergola",
        "estimated": 6200,
        "committed": 5900
      },
      {
        "category": "Electrical",
        "estimated": 1900,
        "committed": 0
      },
      {
        "category": "Footings",
        "estimated": 2600,
        "committed": 2600
      }
    ]
  }

• get_wip_report Read the work in progress report for every job in progress over a date range. read

  Per job: Contract Price, Invoiced To Date, Invoiced %, Estimated Costs and the rest of the report columns. Buildxact states every figure excluding tax, counts only accepted variations and invoices dated before the end of the range, and shows Cost Plus jobs with a $0.00 contract price. It changes nothing and runs without asking.

  MCP callbuildxact_read → get_wip_report

  REST endpointGET https://cotlet.dev/api/v1/buildxact/wip-report

  Parameters

  Parameters: get_wip_report

  Name	Type	Description
  from string required	string	ISO start date of the range.
  to string required	string	ISO end date of the range.

  Example input

  {
    "from": "from",
    "to": "to"
  }

  Example response

  {
    "from": "2026-11-01",
    "to": "2026-11-30",
    "jobs": [
      {
        "job": "Hill St deck and pergola",
        "contract_price": 24600,
        "invoiced_to_date": 9840,
        "invoiced_percent": 40
      },
      {
        "job": "Rowe Ave bathroom",
        "contract_price": 31800,
        "invoiced_to_date": 25440,
        "invoiced_percent": 80
      }
    ]
  }