JobSheet MCP server Let your AI agent run the JobSheet office.

ToolWhat it doesAccess

• list_job_sheets Job sheets on the work schedule, by date, engineer or status. read

  Returns job sheets with customer, site address, assigned team member, date and status.

  MCP calljobsheet_read → list_job_sheets

  REST endpointGET https://cotlet.dev/api/v1/jobsheet/job-sheets

  Parameters

  Parameters: list_job_sheets

  Name	Type	Description
  date_from string	string	ISO date.
  date_to string	string	ISO date.
  assignee string	string	Team member.
  status string	string	Scheduled, Done, Invoiced.
  page integer	integer	Page number. Default: 1.

  Example response

  {
    "job_sheets": [
      {
        "job_sheet_id": "JS-1042",
        "customer": "Bramwell Heating Ltd",
        "site": "14 Gloucester Rd, Bristol",
        "assignee": "Dan",
        "date": "2026-11-10",
        "status": "Scheduled"
      }
    ],
    "page": 1
  }

• create_job_sheet Creates a job sheet on the work schedule, once or recurring. write

  Creates the job with description, site, date and team member. JobSheet sends no customer texts, and the job reaches only your team, so it runs at once.

  MCP calljobsheet_write → create_job_sheet

  REST endpointPOST https://cotlet.dev/api/v1/jobsheet/customers/{customer_id}/job-sheets

  Parameters

  Parameters: create_job_sheet

  Name	Type	Description
  customer_id string required	string	Customer ID from list_customers.
  description string required	string	What the job is.
  date string required	string	ISO date.
  assignee string	string	Team member.
  repeat string	string	Weekly, Monthly, Yearly or empty.

  Example input

  {
    "customer_id": "customer_8c41d2",
    "description": "description",
    "date": "date"
  }

  Example response

  {
    "job_sheet_id": "JS-1067",
    "customer": "Priya Shah",
    "assignee": "Dan",
    "date": "2026-11-12",
    "repeat": "None",
    "status": "Scheduled"
  }

• mark_done Marks a job sheet done with a note. write

  Marks the job complete with what was done, ready to invoice. Reaches no one, so it runs at once.

  MCP calljobsheet_write → mark_done

  REST endpointPOST https://cotlet.dev/api/v1/jobsheet/job-sheets/{job_sheet_id}/done/mark

  Parameters

  Parameters: mark_done

  Name	Type	Description
  job_sheet_id string required	string	Job sheet ID from list_job_sheets.
  note string	string	What was done.

  Example input

  {
    "job_sheet_id": "job_sheet_8c41d2"
  }

  Example response

  {
    "job_sheet_id": "JS-1042",
    "status": "Done",
    "note": "Replaced 2 radiator valves"
  }

ToolWhat it doesAccess

• list_customers Customers, companies and people, searchable by name or postcode. read

  Returns customers with ID, contact, address and open quotes or invoices.

  MCP calljobsheet_read → list_customers

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

  Parameters

  Parameters: list_customers

  Name	Type	Description
  query string	string	Name or postcode.
  page integer	integer	Page number. Default: 1.

  Example response

  {
    "customers": [
      {
        "customer_id": "CU-310",
        "name": "Bramwell Heating Ltd",
        "postcode": "BS7 8AA",
        "open_invoices": 1
      }
    ],
    "page": 1
  }

• create_customer Adds a customer, or imports a company from Companies House. write

  Creates the customer; with a company number it fills the details from Companies House. Reaches no one, so it runs at once.

  MCP calljobsheet_write → create_customer

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

  Parameters

  Parameters: create_customer

  Name	Type	Description
  name string	string	Name, for a person.
  company_number string	string	Companies House number, for a company.
  email string	string	Email.
  address string	string	Address.

  Example response

  {
    "customer_id": "CU-344",
    "name": "Avon Lettings Ltd",
    "source": "Companies House"
  }

ToolWhat it doesAccess

• create_quote Drafts a quote with line items and VAT. write

  Creates the quote from line items or your price book, with UK VAT. Emailing it is a separate step.

  MCP calljobsheet_write → create_quote

  REST endpointPOST https://cotlet.dev/api/v1/jobsheet/customers/{customer_id}/quotes

  Parameters

  Parameters: create_quote

  Name	Type	Description
  customer_id string required	string	Customer ID from list_customers.
  items array required	array	Lines: description or price book item, quantity, price, VAT rate.

  Example input

  {
    "customer_id": "CU-339",
    "items": [
      {
        "description": "Consumer unit replacement",
        "quantity": 1,
        "price": "480.00",
        "vat": 20
      },
      {
        "description": "Extra double socket",
        "quantity": 4,
        "price": "40.00",
        "vat": 20
      }
    ]
  }

  Example response

  {
    "quote_id": "Q-0218",
    "customer": "Priya Shah",
    "net": "640.00",
    "vat": "128.00",
    "total": "768.00",
    "status": "Draft"
  }

• create_invoice Drafts an invoice from a done job sheet or line items. write

  Creates the invoice with UK VAT. Emailing it is a separate step, so drafting runs at once.

  MCP calljobsheet_write → create_invoice

  REST endpointPOST https://cotlet.dev/api/v1/jobsheet/customers/{customer_id}/invoices

  Parameters

  Parameters: create_invoice

  Name	Type	Description
  customer_id string required	string	Customer ID from list_customers.
  job_sheet_id string	string	Done job to invoice.
  items array	array	Lines when not from a job.

  Example input

  {
    "customer_id": "customer_8c41d2"
  }

  Example response

  {
    "invoice_id": "INV-0391",
    "customer": "Bramwell Heating Ltd",
    "total": "312.00",
    "status": "Draft"
  }

• email_document Emails a quote or invoice to the customer. writeasks first

  Sends the PDF by email the way JobSheet does from its screen. By default you confirm each call; you can switch that off for this tool.

  MCP calljobsheet_write → email_document

  REST endpointPOST https://cotlet.dev/api/v1/jobsheet/documents/{document_id}/email

  Parameters

  Parameters: email_document

  Name	Type	Description
  document_id string required	string	Quote or invoice ID.

  Example input

  {
    "document_id": "document_8c41d2"
  }

  Example response

  {
    "document": "INV-0391",
    "status": "Sent",
    "sent_to": "accounts@bramwellheating.co.uk"
  }

• list_unpaid_invoices Sent invoices not yet marked paid, oldest first. read

  Returns unpaid invoices with customer, total and days since sent.

  MCP calljobsheet_read → list_unpaid_invoices

  REST endpointGET https://cotlet.dev/api/v1/jobsheet/unpaid-invoices

  Parameters

  Parameters: list_unpaid_invoices

  Name	Type	Description
  min_days integer	integer	Only invoices sent at least this many days ago.

  Example response

  {
    "invoices": [
      {
        "invoice_id": "INV-0377",
        "customer": "Tom Hargreaves",
        "total": "186.00",
        "days": 33
      }
    ]
  }