CrewNest API and MCP server Let your AI agent quote and schedule the next job.

ToolWhat it doesAccess

• list_customers Read customer contacts, service history, measurements and pending work. read

  Read customer contacts, service history, measurements and pending work.

  MCP callcrewnest_read → list_customers

  REST endpointGET https://cotlet.dev/api/v1/crewnest/customers

  Parameters

  Parameters: list_customers

  Name	Type	Description
  filter string	string	Client, record, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• update_customer Edit customer contact fields and internal access notes. write

  Edit customer contact fields and internal access notes.

  MCP callcrewnest_write → update_customer

  REST endpointPATCH https://cotlet.dev/api/v1/crewnest/customer

  Parameters

  Parameters: update_customer

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Edit customer contact fields and internal access notes.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved in your account"
  }

• create_customer Save a customer with their contact details and service address. write

  Save a customer with their contact details and service address.

  MCP callcrewnest_write → create_customer

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/customers

  Parameters

  Parameters: create_customer

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Save a customer with their contact details and service address.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved in your account"
  }

• import_customers Import customer records from a reviewed CSV file. write

  Import customer records from a reviewed CSV file.

  MCP callcrewnest_write → import_customers

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/customers/import-customers

  Parameters

  Parameters: import_customers

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Import customer records from a reviewed CSV file.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved in your account"
  }

• manage_service_address Edit the customer service address or add and edit extra estimate properties, keeping these separate. write

  Edit the customer service address or add and edit extra estimate properties, keeping these separate.

  MCP callcrewnest_write → manage_service_address

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/service-address/manage

  Parameters

  Parameters: manage_service_address

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Add or edit a customer service location and its property details.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your account"
  }

• generate_customer_portal_link Generate a customer portal link or regenerate it after confirmation. Regeneration invalidates the old portal and previously emailed invoice payment links. Stop before sharing. writeAsks first

  Generate a customer portal link or regenerate it after confirmation. Regeneration invalidates the old portal and previously emailed invoice payment links. Stop before sharing.

  MCP callcrewnest_write → generate_customer_portal_link

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/customer-portal-link/generate

  Parameters

  Parameters: generate_customer_portal_link

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Generate a customer self-service portal link; stop before sharing it.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your account"
  }

ToolWhat it doesAccess

• measure_property Draw or adjust simple or multiple property zones in Satellite Scout and save the measured area for quoting. write

  Draw or adjust simple or multiple property zones in Satellite Scout and save the measured area for quoting.

  MCP callcrewnest_write → measure_property

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/property/measure

  Parameters

  Parameters: measure_property

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Measure a customer property in Satellite Scout and save the area used for quoting.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your account"
  }

• list_measurement_history Read or load previous Satellite Scout property measurements. read

  Read or load previous Satellite Scout property measurements.

  MCP callcrewnest_read → list_measurement_history

  REST endpointGET https://cotlet.dev/api/v1/crewnest/measurement-histories

  Parameters

  Parameters: list_measurement_history

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• list_jobs Review upcoming, completed or cancelled jobs and their scheduled services. read

  Review upcoming, completed or cancelled jobs and their scheduled services.

  MCP callcrewnest_read → list_jobs

  REST endpointGET https://cotlet.dev/api/v1/crewnest/jobs

  Parameters

  Parameters: list_jobs

  Name	Type	Description
  query string	string	A client name or date range to find.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• schedule_job Create a job with a customer, service, date, time and price; ask before scheduling. writeAsks first

  Create a job with a customer, service, date, time and price; ask before scheduling.

  MCP callcrewnest_write → schedule_job

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/job/schedule

  Parameters

  Parameters: schedule_job

  Name	Type	Description
  customer string required	string	Existing customer name.
  service_type string required	string	Service to schedule.
  starts_at string required	string	Date and time in your business timezone.
  price number required	number	Job price.
  notes string	string	Technician instructions.

  Example input

  {
    "customer": "customer",
    "service_type": "service type",
    "starts_at": "starts at",
    "price": 1
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• list_calendar Review the scheduled jobs calendar and team workload. read

  Review the scheduled jobs calendar and team workload.

  MCP callcrewnest_read → list_calendar

  REST endpointGET https://cotlet.dev/api/v1/crewnest/calendars

  Parameters

  Parameters: list_calendar

  Name	Type	Description
  filter string	string	Client, record, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• reschedule_job Move an existing job to a different date or time. writeAsks first

  Move an existing job to a different date or time.

  MCP callcrewnest_write → reschedule_job

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/job/reschedule

  Parameters

  Parameters: reschedule_job

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Move an existing job to a different date or time.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• assign_job Assign a scheduled job to a team member or change its assignment. writeAsks first

  Assign a scheduled job to a team member or change its assignment.

  MCP callcrewnest_write → assign_job

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/job/assign

  Parameters

  Parameters: assign_job

  Name	Type	Description
  job string required	string	Existing job to assign.
  team_member string required	string	Existing team member name.

  Example input

  {
    "job": "job",
    "team_member": "team member"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• update_job_status Set a job to On the Way, In Progress or Completed; completion may trigger a review email. writeAsks first

  Set a job to On the Way, In Progress or Completed; completion may trigger a review email.

  MCP callcrewnest_write → update_job_status

  REST endpointPATCH https://cotlet.dev/api/v1/crewnest/job-status

  Parameters

  Parameters: update_job_status

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Set a job to On the Way, In Progress or Completed; completion may trigger a review email.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• cancel_job Cancel a job that has not been completed and retain its record. writeAsks first

  Cancel a job that has not been completed and retain its record.

  MCP callcrewnest_write → cancel_job

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/job/cancel

  Parameters

  Parameters: cancel_job

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Cancel a job that has not been completed and retain its record.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• update_job_notes Save the shared notes field on a job card for the team. write

  Save the shared notes field on a job card for the team.

  MCP callcrewnest_write → update_job_notes

  REST endpointPATCH https://cotlet.dev/api/v1/crewnest/job-notes

  Parameters

  Parameters: update_job_notes

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Save the shared notes field on a job card for the team.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved in your account"
  }

• attach_job_photo Attach a supplied photo under 4 MB to the next upcoming job using the documented photo flow. write

  Attach a supplied photo under 4 MB to the next upcoming job using the documented photo flow.

  MCP callcrewnest_write → attach_job_photo

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/job-photo/attach

  Parameters

  Parameters: attach_job_photo

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Attach a supplied photo under 4 MB to the next upcoming job using the documented photo flow.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved in your account"
  }

• bulk_assign_jobs Assign a reviewed selection of jobs to a team member in bulk. writeAsks first

  Assign a reviewed selection of jobs to a team member in bulk.

  MCP callcrewnest_write → bulk_assign_jobs

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/assign-jobs/bulk

  Parameters

  Parameters: bulk_assign_jobs

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Assign a reviewed selection of jobs to a team member in bulk.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• claim_job Claim an available unassigned job for yourself when your role permits it. writeAsks first

  Claim an available unassigned job for yourself when your role permits it.

  MCP callcrewnest_write → claim_job

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/job/claim

  Parameters

  Parameters: claim_job

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Claim an available unassigned job for yourself when your role permits it.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• get_job_completion_report Read completed-job totals, completion rate and revenue from completed jobs. read

  Read completed-job totals, completion rate and revenue from completed jobs.

  MCP callcrewnest_read → get_job_completion_report

  REST endpointGET https://cotlet.dev/api/v1/crewnest/job-completion-report

  Parameters

  Parameters: get_job_completion_report

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• confirm_job_assignment Confirm your own pending job assignment; bulk-assigned jobs are already confirmed. writeAsks first

  Confirm your own pending job assignment; bulk-assigned jobs are already confirmed.

  MCP callcrewnest_write → confirm_job_assignment

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/job-assignment/confirm

  Parameters

  Parameters: confirm_job_assignment

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• configure_recurring_job Set up a repeating job with its frequency and service schedule. writeAsks first

  Set up a repeating job with its frequency and service schedule.

  MCP callcrewnest_write → configure_recurring_job

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/recurring-job/configure

  Parameters

  Parameters: configure_recurring_job

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Set up a repeating job with its frequency and service schedule.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• pause_recurring_job Pause or resume a recurring service without deleting it. writeAsks first

  Pause or resume a recurring service without deleting it.

  MCP callcrewnest_write → pause_recurring_job

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/recurring-job/pause

  Parameters

  Parameters: pause_recurring_job

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Pause or resume a recurring service without deleting it.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• schedule_recurring_visit Schedule the next visit for a recurring service or schedule all due services. writeAsks first

  Schedule the next visit for a recurring service or schedule all due services.

  MCP callcrewnest_write → schedule_recurring_visit

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/recurring-visit/schedule

  Parameters

  Parameters: schedule_recurring_visit

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Schedule the next visit for a recurring service or schedule all due services.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• end_recurring_service Delete a recurring service to stop future visits; existing jobs remain. writeAsks first

  Delete a recurring service to stop future visits; existing jobs remain.

  MCP callcrewnest_write → end_recurring_service

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/recurring-service/end

  Parameters

  Parameters: end_recurring_service

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Delete a recurring service to stop future visits; existing jobs remain.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• list_recurring_services Read recurring frequency, price, next date, due scheduling banner and paused status. read

  Read recurring frequency, price, next date, due scheduling banner and paused status.

  MCP callcrewnest_read → list_recurring_services

  REST endpointGET https://cotlet.dev/api/v1/crewnest/recurring-services

  Parameters

  Parameters: list_recurring_services

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• optimize_route Optimize the scheduled daily route and save the order for the selected jobs. writeAsks first

  Optimize the scheduled daily route and save the order for the selected jobs.

  MCP callcrewnest_write → optimize_route

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/route/optimize

  Parameters

  Parameters: optimize_route

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Optimize the scheduled daily route and save the order for the selected jobs.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• reorder_route Move route stops up or down in the visible planner; review the route map, distance, duration and ETAs or open Start Route. Persistence of manual reordering is unverified. writeAsks first

  Move route stops up or down in the visible planner; review the route map, distance, duration and ETAs or open Start Route. Persistence of manual reordering is unverified.

  MCP callcrewnest_write → reorder_route

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/route/reorder

  Parameters

  Parameters: reorder_route

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Save a manual order of route stops for the selected day.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your account"
  }

ToolWhat it doesAccess

• list_estimates Read estimates, itemized services, amounts and approval states. read

  Read estimates, itemized services, amounts and approval states.

  MCP callcrewnest_read → list_estimates

  REST endpointGET https://cotlet.dev/api/v1/crewnest/estimates

  Parameters

  Parameters: list_estimates

  Name	Type	Description
  query string	string	A client name or date range to find.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• create_estimate Create an unsent estimate draft for a customer property with service, area, rate and tax. write

  Create an unsent estimate draft for a customer property with service, area, rate and tax.

  MCP callcrewnest_write → create_estimate

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/estimates

  Parameters

  Parameters: create_estimate

  Name	Type	Description
  customer string required	string	Existing customer name.
  property string required	string	Customer property.
  service_type string required	string	Service to quote.
  square_footage number required	number	Measured area.
  price_per_sq_ft number required	number	Price per square foot.
  tax_rate number required	number	Tax percentage.

  Example input

  {
    "customer": "Example customer",
    "property": "Example driveway",
    "service_type": "Pressure washing",
    "square_footage": 800,
    "price_per_sq_ft": 0.25,
    "tax_rate": 0
  }

  Example response

  {
    "example": true,
    "result": "Saved in your account"
  }

• edit_estimate Edit an unsent estimate draft before customer delivery. write

  Edit an unsent estimate draft before customer delivery.

  MCP callcrewnest_write → edit_estimate

  REST endpointPATCH https://cotlet.dev/api/v1/crewnest/estimate

  Parameters

  Parameters: edit_estimate

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Edit an unsent estimate draft before customer delivery.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved in your account"
  }

• send_estimate Email an estimate and its approval link to the customer. Sending is restricted here to Owner, Admin or Manager because technician documentation conflicts. writeAsks first

  Email an estimate and its approval link to the customer. Sending is restricted here to Owner, Admin or Manager because technician documentation conflicts.

  MCP callcrewnest_write → send_estimate

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/estimates/send-estimate

  Parameters

  Parameters: send_estimate

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Email an estimate and its approval link to the customer.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• set_default_tax_rate Set the default tax rate for future estimates, booking quotes and invoices generated from jobs without estimates. A blank invoice starts at 0%; existing documents stay unchanged. write

  Set the default tax rate for future estimates, booking quotes and invoices generated from jobs without estimates. A blank invoice starts at 0%; existing documents stay unchanged.

  MCP callcrewnest_write → set_default_tax_rate

  REST endpointPUT https://cotlet.dev/api/v1/crewnest/default-tax-rate

  Parameters

  Parameters: set_default_tax_rate

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Set the default tax rate for future quotes and invoices; existing documents are unchanged.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your account"
  }

• get_estimate_conversion_report Read the accepted share of estimates created in a selected period. read

  Read the accepted share of estimates created in a selected period.

  MCP callcrewnest_read → get_estimate_conversion_report

  REST endpointGET https://cotlet.dev/api/v1/crewnest/estimate-conversion-report

  Parameters

  Parameters: get_estimate_conversion_report

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• download_estimate_pdf Download an estimate PDF for review or physical delivery. read

  Download an estimate PDF for review or physical delivery.

  MCP callcrewnest_read → download_estimate_pdf

  REST endpointGET https://cotlet.dev/api/v1/crewnest/estimate-pdfs/download

  Parameters

  Parameters: download_estimate_pdf

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• remind_estimate Resend a sent estimate by email with a fresh approval link. writeAsks first

  Resend a sent estimate by email with a fresh approval link.

  MCP callcrewnest_write → remind_estimate

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/estimate/remind

  Parameters

  Parameters: remind_estimate

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• list_invoices Read draft, sent, overdue, paid or cancelled invoices and their timelines. read

  Read draft, sent, overdue, paid or cancelled invoices and their timelines.

  MCP callcrewnest_read → list_invoices

  REST endpointGET https://cotlet.dev/api/v1/crewnest/invoices

  Parameters

  Parameters: list_invoices

  Name	Type	Description
  query string	string	A client name or date range to find.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• create_invoice Create an unsent invoice from an accepted estimate, completed job or scratch. write

  Create an unsent invoice from an accepted estimate, completed job or scratch.

  MCP callcrewnest_write → create_invoice

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/invoices

  Parameters

  Parameters: create_invoice

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Create an unsent invoice from an accepted estimate, completed job or scratch.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved in your account"
  }

• edit_invoice Edit the amount, description or due date of a draft invoice. write

  Edit the amount, description or due date of a draft invoice.

  MCP callcrewnest_write → edit_invoice

  REST endpointPATCH https://cotlet.dev/api/v1/crewnest/invoice

  Parameters

  Parameters: edit_invoice

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Edit the amount, description or due date of a draft invoice.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved in your account"
  }

• send_invoice Email the invoice and payment link to its customer. Sending is restricted here to Owner, Admin or Manager because technician documentation conflicts. writeAsks first

  Email the invoice and payment link to its customer. Sending is restricted here to Owner, Admin or Manager because technician documentation conflicts.

  MCP callcrewnest_write → send_invoice

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/invoices/send-invoice

  Parameters

  Parameters: send_invoice

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Email the invoice and payment link to its customer.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• record_payment Record a full external payment with method, received date and reference; partial payments are unsupported. writeAsks first

  Record a full external payment with method, received date and reference; partial payments are unsupported.

  MCP callcrewnest_write → record_payment

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/payments

  Parameters

  Parameters: record_payment

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Record a full external payment with method, received date and reference; partial payments are unsupported.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• get_payment_link Open the existing invoice payment link without initiating a charge. read

  Open the existing invoice payment link without initiating a charge.

  MCP callcrewnest_read → get_payment_link

  REST endpointGET https://cotlet.dev/api/v1/crewnest/payment-link

  Parameters

  Parameters: get_payment_link

  Name	Type	Description
  filter string	string	Client, record, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• export_invoices Download the invoice CSV export for accounting. read

  Download the invoice CSV export for accounting.

  MCP callcrewnest_read → export_invoices

  REST endpointGET https://cotlet.dev/api/v1/crewnest/invoices/export

  Parameters

  Parameters: export_invoices

  Name	Type	Description
  filter string	string	Client, record, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• get_receivables_report Read collected, outstanding and monthly totals and the analytics receivables aging buckets. read

  Read collected, outstanding and monthly totals and the analytics receivables aging buckets.

  MCP callcrewnest_read → get_receivables_report

  REST endpointGET https://cotlet.dev/api/v1/crewnest/receivables-report

  Parameters

  Parameters: get_receivables_report

  Name	Type	Description
  filter string	string	Client, record, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• configure_invoice_reminders Enable or change automatic overdue email reminders and their maximum count. writeAsks first

  Enable or change automatic overdue email reminders and their maximum count.

  MCP callcrewnest_write → configure_invoice_reminders

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/invoice-reminders/configure

  Parameters

  Parameters: configure_invoice_reminders

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Enable or change automatic overdue email reminders and their maximum count.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• send_payment_receipt Email a receipt for a paid customer invoice. writeAsks first

  Email a receipt for a paid customer invoice.

  MCP callcrewnest_write → send_payment_receipt

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/payment-receipts

  Parameters

  Parameters: send_payment_receipt

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• list_crew Read team member names, roles, disabled status and join dates; use the calendar for scheduled workload. read

  Read team member names, roles, disabled status and join dates; use the calendar for scheduled workload.

  MCP callcrewnest_read → list_crew

  REST endpointGET https://cotlet.dev/api/v1/crewnest/crews

  Parameters

  Parameters: list_crew

  Name	Type	Description
  query string	string	A client name or date range to find.

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your account"
  }

• manage_team_member Change a team role, deactivate a member or reactivate an existing member. writeAsks first

  Change a team role, deactivate a member or reactivate an existing member.

  MCP callcrewnest_write → manage_team_member

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/team-member/manage

  Parameters

  Parameters: manage_team_member

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Change a team role, deactivate a member or reactivate an existing member.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• invite_team_member Generate a team invitation code and link; the role is selected when approving a join request. Stop before sharing the link. writeAsks first

  Generate a team invitation code and link; the role is selected when approving a join request. Stop before sharing the link.

  MCP callcrewnest_write → invite_team_member

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/team-member/invite

  Parameters

  Parameters: invite_team_member

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Generate a team invitation link for the selected role; sharing the link is a separate action.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your account"
  }

• list_activity Read the business activity log. Native log filtering and export are unavailable. read

  Read the business activity log. Native log filtering and export are unavailable.

  MCP callcrewnest_read → list_activity

  REST endpointGET https://cotlet.dev/api/v1/crewnest/activities

  Parameters

  Parameters: list_activity

  Name	Type	Description
  filter string	string	Client, record, date range or status to review.

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your account"
  }

• review_team_request Approve a pending team join request with a role or reject it. writeAsks first

  Approve a pending team join request with a role or reject it.

  MCP callcrewnest_write → review_team_request

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/team-request/review

  Parameters

  Parameters: review_team_request

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Approve a pending team join request with a role or reject it.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• remove_team_member Remove a team member; assigned jobs become unassigned and history stays available. writeAsks first

  Remove a team member; assigned jobs become unassigned and history stays available.

  MCP callcrewnest_write → remove_team_member

  REST endpointDELETE https://cotlet.dev/api/v1/crewnest/team-members

  Parameters

  Parameters: remove_team_member

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• regenerate_team_invitation Invalidate the current team invitation code and link and issue a new one. writeAsks first

  Invalidate the current team invitation code and link and issue a new one.

  MCP callcrewnest_write → regenerate_team_invitation

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/team-invitation/regenerate

  Parameters

  Parameters: regenerate_team_invitation

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• set_technician_visibility Set documented technician switches for access to all jobs or all customers. writeAsks first

  Set documented technician switches for access to all jobs or all customers.

  MCP callcrewnest_write → set_technician_visibility

  REST endpointPUT https://cotlet.dev/api/v1/crewnest/technician-visibility

  Parameters

  Parameters: set_technician_visibility

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• transfer_business_ownership As current Owner, transfer ownership to an active team member; your own role immediately becomes Admin. writeAsks first

  As current Owner, transfer ownership to an active team member; your own role immediately becomes Admin.

  MCP callcrewnest_write → transfer_business_ownership

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/business-ownership/transfer

  Parameters

  Parameters: transfer_business_ownership

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• manage_message_template Edit one of the three existing SMS templates as Owner or Admin, up to 500 characters; SMS delivery is unavailable. writeAsks first

  Edit one of the three existing SMS templates as Owner or Admin, up to 500 characters; SMS delivery is unavailable.

  MCP callcrewnest_write → manage_message_template

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/message-template/manage

  Parameters

  Parameters: manage_message_template

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Edit one of the three existing SMS templates as Owner or Admin, up to 500 characters; SMS delivery is unavailable.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• list_message_history Read existing customer SMS conversations and delivery statuses; opening marks read. SMS sending is unavailable. read

  Read existing customer SMS conversations and delivery statuses; opening marks read. SMS sending is unavailable.

  MCP callcrewnest_read → list_message_history

  REST endpointGET https://cotlet.dev/api/v1/crewnest/message-histories

  Parameters

  Parameters: list_message_history

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• configure_review_requests Set or remove a Google Review Link to enable or stop automatic post-job review emails. writeAsks first

  Set or remove a Google Review Link to enable or stop automatic post-job review emails.

  MCP callcrewnest_write → configure_review_requests

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/review-requests/configure

  Parameters

  Parameters: configure_review_requests

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• configure_online_booking Enable or disable online booking, create its link, manage services, prices and durations, hours, lead time, buffers, booking window, blocked dates, capacity, approval rules and public booking branding. writeAsks first

  Enable or disable online booking, create its link, manage services, prices and durations, hours, lead time, buffers, booking window, blocked dates, capacity, approval rules and public booking branding.

  MCP callcrewnest_write → configure_online_booking

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/online-booking/configure

  Parameters

  Parameters: configure_online_booking

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Update customer booking availability and offered services in the online booking settings.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your account"
  }

• review_booking_request Approve a pending online booking request so it becomes a scheduled job, or reject it. writeAsks first

  Approve a pending online booking request so it becomes a scheduled job, or reject it.

  MCP callcrewnest_write → review_booking_request

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/booking-request/review

  Parameters

  Parameters: review_booking_request

  Name	Type	Description
  record string required	string	Record or recipient selected in your account.
  fields object required	object	Approve a pending online booking request so it becomes a scheduled job, or reject it.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

ToolWhat it doesAccess

• get_referral_code Read an existing customer referral code. read

  Read an existing customer referral code.

  MCP callcrewnest_read → get_referral_code

  REST endpointGET https://cotlet.dev/api/v1/crewnest/referral-code

  Parameters

  Parameters: get_referral_code

  Name	Type	Description
  filter string	string	Client, record, date range or status to review.

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your account"
  }

• generate_referral_code Generate a code for an existing customer without sharing it. write

  Generate a code for an existing customer without sharing it.

  MCP callcrewnest_write → generate_referral_code

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/referral-code/generate

  Parameters

  Parameters: generate_referral_code

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• configure_referral_rewards Set referrer and new-customer discount or credit choices; settings are stored in this browser only. writeAsks first

  Set referrer and new-customer discount or credit choices; settings are stored in this browser only.

  MCP callcrewnest_write → configure_referral_rewards

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/referral-rewards/configure

  Parameters

  Parameters: configure_referral_rewards

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• get_dashboard Read role-appropriate customer, job and revenue totals, pending estimates and bookings, and local seven-day weather. read

  Read role-appropriate customer, job and revenue totals, pending estimates and bookings, and local seven-day weather.

  MCP callcrewnest_read → get_dashboard

  REST endpointGET https://cotlet.dev/api/v1/crewnest/dashboard

  Parameters

  Parameters: get_dashboard

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• list_document_approvals Read pending technician estimates and invoices with customer, creator, description, date and total. read

  Read pending technician estimates and invoices with customer, creator, description, date and total.

  MCP callcrewnest_read → list_document_approvals

  REST endpointGET https://cotlet.dev/api/v1/crewnest/document-approvals

  Parameters

  Parameters: list_document_approvals

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• review_document_approvals Approve or reject individual or all pending technician documents as Owner, Admin or Manager; no rejection-comment field. writeAsks first

  Approve or reject individual or all pending technician documents as Owner, Admin or Manager; no rejection-comment field.

  MCP callcrewnest_write → review_document_approvals

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/document-approvals/review

  Parameters

  Parameters: review_document_approvals

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• update_business_settings Update business name, contacts, address, industry, time zone and country or currency for future documents. writeAsks first

  Update business name, contacts, address, industry, time zone and country or currency for future documents.

  MCP callcrewnest_write → update_business_settings

  REST endpointPATCH https://cotlet.dev/api/v1/crewnest/business-settings

  Parameters

  Parameters: update_business_settings

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• configure_estimate_defaults Set default estimate validity days and footer text, including the validDays placeholder. writeAsks first

  Set default estimate validity days and footer text, including the validDays placeholder.

  MCP callcrewnest_write → configure_estimate_defaults

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

  Parameters

  Parameters: configure_estimate_defaults

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• set_notification_preferences Toggle documented in-app and email notification topics for assignments, estimates, invoices, nudges and bookings. write

  Toggle documented in-app and email notification topics for assignments, estimates, invoices, nudges and bookings.

  MCP callcrewnest_write → set_notification_preferences

  REST endpointPUT https://cotlet.dev/api/v1/crewnest/notification-preferences

  Parameters

  Parameters: set_notification_preferences

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• get_payment_setup_status Read online-payment eligibility requirements and Stripe setup readiness. read

  Read online-payment eligibility requirements and Stripe setup readiness.

  MCP callcrewnest_read → get_payment_setup_status

  REST endpointGET https://cotlet.dev/api/v1/crewnest/payment-setup-status

  Parameters

  Parameters: get_payment_setup_status

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• manage_payment_connection Open or continue Stripe Express setup or disconnect it; the person supplies external identity and bank verification. writeAsks first

  Open or continue Stripe Express setup or disconnect it; the person supplies external identity and bank verification.

  MCP callcrewnest_write → manage_payment_connection

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/payment-connection/manage

  Parameters

  Parameters: manage_payment_connection

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• open_payout_dashboard Open the linked Stripe dashboard from Payouts to review payout information. read

  Open the linked Stripe dashboard from Payouts to review payout information.

  MCP callcrewnest_read → open_payout_dashboard

  REST endpointGET https://cotlet.dev/api/v1/crewnest/payout-dashboards/open

  Parameters

  Parameters: open_payout_dashboard

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• get_subscription Read Free or Pro plan, status, trial days, monthly estimate usage and price. read

  Read Free or Pro plan, status, trial days, monthly estimate usage and price.

  MCP callcrewnest_read → get_subscription

  REST endpointGET https://cotlet.dev/api/v1/crewnest/subscription

  Parameters

  Parameters: get_subscription

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• manage_subscription As Owner, upgrade, reactivate or cancel Pro, or open billing to update payment method. No pause action. writeAsks first

  As Owner, upgrade, reactivate or cancel Pro, or open billing to update payment method. No pause action.

  MCP callcrewnest_write → manage_subscription

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/subscription/manage

  Parameters

  Parameters: manage_subscription

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

ToolWhat it doesAccess

• read_customer_portal Using a valid portal link, read your service history, jobs, estimates, invoices, balance and total spent. read

  Using a valid portal link, read your service history, jobs, estimates, invoices, balance and total spent.

  MCP callcrewnest_read → read_customer_portal

  REST endpointGET https://cotlet.dev/api/v1/crewnest/customer-portals/read

  Parameters

  Parameters: read_customer_portal

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• pay_customer_invoice Pay your own outstanding invoice by card through the supported enabled payment page; ask before charging. writeAsks first

  Pay your own outstanding invoice by card through the supported enabled payment page; ask before charging.

  MCP callcrewnest_write → pay_customer_invoice

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/customer-invoice/pay

  Parameters

  Parameters: pay_customer_invoice

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• respond_to_estimate As its customer, accept or decline an estimate using its emailed link; no decline-reason field. writeAsks first

  As its customer, accept or decline an estimate using its emailed link; no decline-reason field.

  MCP callcrewnest_write → respond_to_estimate

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/estimate/replies

  Parameters

  Parameters: respond_to_estimate

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }

• submit_booking_request Choose services, property or area, available time and contacts and submit a customer booking request. writeAsks first

  Choose services, property or area, available time and contacts and submit a customer booking request.

  MCP callcrewnest_write → submit_booking_request

  REST endpointPOST https://cotlet.dev/api/v1/crewnest/booking-request/submit

  Parameters

  Parameters: submit_booking_request

  Name	Type	Description
  request string required	string	The records, dates, fields or action to use in your signed-in account.

  Example input

  {
    "request": "request"
  }

  Example response

  {
    "illustrative": true,
    "result": "Review the result in your signed-in account"
  }