Knowify API and MCP server

• POST

  list_jobs

  Contract jobs with client, contract status, revenue, cost and profitability.

  read

  Returns contract jobs with client, status, revenue, cost and profit. Without a status filter it returns all open jobs, newest first. Search matches job name, client name, address or tag. Use job_id from each item in the other tools.

  POST /api/v1/knowify/list_jobs

  Input

  Input: list_jobs

  Parameter	Type	Description
  status	enum	lead, bidding, out_for_signature, active, rejected or closed. Default: all open.
  search	string	Job name, client name, address or tag.
  limit	integer	1 to 100. Default: 25.

  Example response

  {
    "jobs": [
      {
        "job_id": "418203",
        "name": "Maple St Remodel",
        "client": "Dana Whitfield",
        "status": "active",
        "contract_style": "fixed_price",
        "revenue": 42400,
        "cost": 22500,
        "profit": 19900
      },
      {
        "job_id": "418410",
        "name": "Riverside Dental Office",
        "client": "Riverside Dental",
        "status": "lead",
        "contract_style": "fixed_price",
        "revenue": 0,
        "cost": 0,
        "profit": 0
      }
    ]
  }

• POST

  get_job

  One job: client, jobsite address, contract style, contract lines, change orders and phases.

  read

  Returns one job with its contract lines, change orders and phases. Contract line and change order IDs go into create_invoice; phase IDs go into log_time. Phases show whether labor is enabled.

  POST /api/v1/knowify/get_job

  Input

  Input: get_job

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.

  Example response

  {
    "job_id": "418203",
    "name": "Maple St Remodel",
    "client": {
      "client_id": "cl-2201",
      "name": "Dana Whitfield"
    },
    "jobsite_address": "214 Maple St, Springfield",
    "contract_style": "fixed_price",
    "contract_lines": [
      {
        "line_id": "line-1",
        "description": "Rough-in electrical",
        "price": 22000
      },
      {
        "line_id": "line-2",
        "description": "Fixtures and finish",
        "price": 18000
      }
    ],
    "change_orders": [
      {
        "change_order_id": "co-1",
        "description": "Extra outlets in the kitchen",
        "price": 2400,
        "status": "active"
      }
    ],
    "phases": [
      {
        "phase_id": "ph-1",
        "name": "Framing",
        "labor_enabled": true
      },
      {
        "phase_id": "ph-2",
        "name": "Rough-in",
        "labor_enabled": true
      }
    ]
  }

• POST

  get_job_cost

  Cost to date vs budget for the job and each phase, from Plan & Track.

  read

  Returns cost to date against budget for the whole job and for each phase, the figures from Plan & Track. Phases over budget have a negative variance. The job totals are the sums of the phases.

  POST /api/v1/knowify/get_job_cost

  Input

  Input: get_job_cost

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.

  Example response

  {
    "job_id": "418203",
    "budget_total": 29000,
    "cost_total": 22500,
    "phases": [
      {
        "phase": "Framing",
        "budget": 14000,
        "cost": 15200,
        "variance": -1200
      },
      {
        "phase": "Rough-in",
        "budget": 9000,
        "cost": 6100,
        "variance": 2900
      },
      {
        "phase": "Finish",
        "budget": 6000,
        "cost": 1200,
        "variance": 4800
      }
    ]
  }

• POST

  list_invoices

  Invoices with job, client, amount, balance due and date.

  read

  Returns invoices newest first with job, client, amount, balance due and date. Set unpaid_only to see invoices with a balance due. Use invoice_id in send_invoice and record_payment.

  POST /api/v1/knowify/list_invoices

  Input

  Input: list_invoices

  Parameter	Type	Description
  job_id	string	Only invoices of this job.
  unpaid_only	boolean	Skip invoices that are fully paid.
  since	date	Only invoices dated on or after this date.

  Example response

  {
    "invoices": [
      {
        "invoice_id": "90488",
        "job_id": "418120",
        "client": "Riverside Dental",
        "amount": 12500,
        "balance_due": 12500,
        "date": "2026-09-28"
      }
    ]
  }

• POST

  list_clients

  Clients with contact email, phone and address.

  read

  Returns clients with contact email, phone and address. Search matches the client name. Use client_id in create_job.

  POST /api/v1/knowify/list_clients

  Input

  Input: list_clients

  Parameter	Type	Description
  search	string	Client name.

  Example response

  {
    "clients": [
      {
        "client_id": "cl-3310",
        "name": "Riverside Dental",
        "email": "office@riverside-dental.example",
        "phone": "555-0142",
        "address": "88 River Rd, Springfield"
      }
    ]
  }

• POST

  list_time_entries

  Time entries from Review Time: person, job, phase, hours, billable and approval state.

  read

  Returns the time entries you see in Review Time between two dates, with person, job, phase, hours, billable flag and approval state. Filter by job or by approved and unapproved to find entries waiting for review.

  POST /api/v1/knowify/list_time_entries

  Input

  Input: list_time_entries

  Parameter	Type	Description
  job_id	string	Only entries on this job.
  from required	date	First day.
  to required	date	Last day.
  approved	enum	all, approved or unapproved. Default: all.

  Example response

  {
    "entries": [
      {
        "entry_id": "te-7701",
        "person": "Sam Ortiz",
        "job_id": "418203",
        "phase": "Framing",
        "date": "2026-10-09",
        "hours": 8,
        "billable": true,
        "approved": false
      }
    ]
  }

• POST

  create_client

  Add a client to your client list.

  write

  Adds a client to your client list and returns its client_id for create_job. The email is used for proposals and invoices. It reaches no one, so it runs without asking first.

  POST /api/v1/knowify/create_client

  Input

  Input: create_client

  Parameter	Type	Description
  name required	string	Client name.
  email	string	Contact email, used for proposals and invoices.
  phone	string	Contact phone.
  address	string	Billing address.

  Example response

  {
    "client_id": "cl-3311",
    "name": "Lakeview Dental",
    "email": "office@lakeview-dental.example",
    "status": "created"
  }

• POST

  create_job

  New contract job. It starts as a lead until a proposal is saved.

  write

  Creates a contract job for a client. The job starts as a lead and moves to bidding when save_proposal runs. Contract style is fixed_price or cost_plus. It reaches no one, so it runs without asking first.

  POST /api/v1/knowify/create_job

  Input

  Input: create_job

  Parameter	Type	Description
  name required	string	Job name.
  client_id required	string	Client ID from list_clients or create_client.
  contract_style required	enum	fixed_price or cost_plus.
  jobsite_address	string	Jobsite address.
  bid_due_date	date	When the bid is due.

  Example response

  {
    "job_id": "418410",
    "name": "Riverside Dental Office",
    "client_id": "cl-3310",
    "contract_style": "fixed_price",
    "status": "lead"
  }

• POST

  save_proposal

  Save the draft proposal (bid) of a job. The job moves to bidding. Nothing is sent.

  write

  Saves the contract lines of the proposal as a draft and moves the job to bidding. Nothing is sent to the client; send_proposal_for_signature does that. It reaches no one, so it runs without asking first.

  POST /api/v1/knowify/save_proposal

  Input

  Input: save_proposal

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  line_items required	object	List of { description, price } contract lines.

  Example response

  {
    "job_id": "418410",
    "status": "bidding",
    "proposal_total": 38500,
    "line_items": 2
  }

• POST

  send_proposal_for_signature

  Email the proposal to the client for e-signature. The job turns active when they sign.

  asks first write

  Emails the saved proposal to the client for e-signature. The recipient is the client's contact email unless you pass to_email. The job turns active when the client signs. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/knowify/send_proposal_for_signature

  Input

  Input: send_proposal_for_signature

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  to_email	string	Recipient. Default: the client's contact email.

  Example response

  {
    "job_id": "418410",
    "status": "out_for_signature",
    "sent_to": "office@riverside-dental.example"
  }

• POST

  add_change_order

  Add a change order to a fixed price job, as a draft or active so it can be invoiced.

  write

  Adds a change order to a fixed price job. It is a draft unless make_active is true, and only an active change order can be invoiced. It reaches no client, so it runs without asking first.

  POST /api/v1/knowify/add_change_order

  Input

  Input: add_change_order

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  description required	string	What changed.
  price required	string	Change order price as a decimal, e.g. 2400.00.
  make_active	boolean	Make it active right away. Default: false.

  Example response

  {
    "change_order_id": "co-1",
    "job_id": "418203",
    "description": "Extra outlets in the kitchen",
    "price": 2400,
    "status": "active"
  }

• POST

  create_invoice

  Invoice an active job by percent of progress or dollar amount per line, as a draft or finalized.

  asks first write

  Invoices an active job by percent of progress or by dollar amount per contract line or change order. It saves a draft unless finalize is true. The invoice amount is the sum of the billed lines. It does not email anyone; send_invoice does. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/knowify/create_invoice

  Input

  Input: create_invoice

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  method required	enum	percent or amount.
  lines required	object	Map of contract line or change order ID to percent or amount to bill.
  finalize	boolean	Verify and finalize instead of saving a draft. Default: false.

  Example response

  {
    "invoice_id": "90517",
    "job_id": "418203",
    "status": "draft",
    "amount": 18400,
    "balance_due": 18400,
    "date": "2026-10-10"
  }

• POST

  send_invoice

  Email a finalized invoice to the client.

  asks first write

  Emails a finalized invoice to the client. The recipient is the client's contact email unless you pass to_email. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/knowify/send_invoice

  Input

  Input: send_invoice

  Parameter	Type	Description
  invoice_id required	string	Invoice ID from list_invoices or create_invoice.
  to_email	string	Recipient. Default: the client's contact email.

  Example response

  {
    "invoice_id": "90517",
    "status": "sent",
    "sent_to": "dana.whitfield@example.com"
  }

• POST

  record_payment

  Record a full or partial client payment on an invoice.

  asks first write

  Records a full or partial client payment on an invoice and returns the new balance due. The memo holds a check number or note. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/knowify/record_payment

  Input

  Input: record_payment

  Parameter	Type	Description
  invoice_id required	string	Invoice ID from list_invoices.
  amount required	string	Amount received as a decimal, e.g. 12500.00.
  date required	date	Payment date.
  memo	string	Check number or note.

  Example response

  {
    "invoice_id": "90488",
    "amount": 12500,
    "date": "2026-10-09",
    "memo": "Check 4471",
    "balance_due": 0
  }

• POST

  log_time

  Enter hours on a job phase in the Time Tracker and submit them for review.

  write

  Enters hours on a job phase in the Time Tracker and submits them for review, where they appear in Review Time. The phase must have labor enabled. It reaches no client, so it runs without asking first.

  POST /api/v1/knowify/log_time

  Input

  Input: log_time

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  phase_id required	string	Phase ID from get_job. The phase must have labor enabled.
  date required	date	Day worked.
  hours required	string	Hours worked as a decimal, e.g. 7.5.
  description	string	What was done.

  Example response

  {
    "entry_id": "te-7702",
    "job_id": "418203",
    "phase": "Framing",
    "date": "2026-10-09",
    "hours": 8,
    "status": "submitted"
  }

Each successful call uses credits for the work it takes; failed calls and timeouts cost nothing. A hard spend cap is on by default. Authenticate with the Authorization: Bearer header.