Every AI

Ask the AI assistant a complex question that requires reasoning.

Use for questions like "what's my revenue this quarter?", "which clients have overdue invoices?", or any query that needs analysis across multiple data points. Do not use for broad questions like "what can you do?" or "what actions can Every help with"; use what_every_does for capability inquiries and get_home for welcome, onboarding, or getting-started prompts.

Get business settings: name, address, default currency, timezone, tax rates with IDs, and subdomain.

Do not use this for broad questions like "what can you do?", "what does Every do?", or "what can this app do?". Use what_every_does for those. Use get_home for first-run welcome, onboarding, or getting-started prompts.

IMPORTANT: Call this before creating invoices or proposals to get:

• Default currency (so you don't need to specify it)
• Default tax rate and ID (to apply on line items via sales_tax_applied)
• Business timezone

Convert an issued or approved proposal into a draft invoice.

Create a new client, optionally with contacts.

BEFORE CALLING: Use list_clients to check if a client with this name already exists. Fuzzy name search is supported (e.g. 'acme' finds 'Acme Corp').

First contact defaults to 'to' (primary invoice/proposal recipient). Additional contacts can be 'cc'.

Create a contact and optionally link to a client. At least name or email required. Deduplicates by email.

If client_id is provided, automatically links the contact as the primary invoice/proposal recipient (invoice_role='to'). Use this when adding a contact to a client — no need to call link_contact_to_client separately.

Create a new expense record.

Valid categories: Advertising, Contract_Labor, Dues_and_Subscriptions, Insurance, Legal_and_Professional_Fees, Meals_and_Entertainment, Office_Supplies, Other, Printing_and_Stationery, Rent, Software, Supplies, Travel, Utilities. Use underscores, not spaces.

Create a new invoice with line items. Auto-generates invoice number and public URL.

BEFORE CALLING: Use business_settings to get default currency and tax rate. Use list_services to find service IDs if linking line items to existing services. Use list_clients to find the client_id by name.

Currency defaults to the business's configured currency if omitted. Due date defaults to 30 days from today if omitted. To apply tax, set sales_tax_applied on each line item (e.g. 0.13 for 13% HST).

Create a block-based proposal with optional line items and rich content.

Proposals use a block-based document (header, text, estimate, media, divider). PREFER text — it's a flat convenience shape that covers 90% of cases. Only reach for content when you need custom block layouts.

• text: {summary?, scope?, notes?, terms?, custom?: [{heading, body}]}.

Expands into text blocks by kind. scope/notes args are legacy shortcuts for text.scope / text.notes.

• template_id: seed from a saved template (list_proposal_templates).

text and header_extras overlay on top of the template.

• content: full block tree. The canonical Proposal Header is prepended

automatically; the estimate block is ensured when line_items are present. Every section MUST have rowLayout ("full" | "half-half" | "third-third-third" | "two-thirds-one-third" | "one-third-two-thirds") and every block's fields go inside props. Minimal valid shape:

{
        "version": 1,
        "sections": [{
          "id": "sec-1",
          "rowLayout": "full",
          "columns": [{
            "id": "col-1",
            "blocks": [{
              "id": "blk-1",
              "type": "text",
              "props": {"heading": "Scope", "headingLevel": 2,
                        "kind": "scope", "body": "Deliverables..."}
            }]
          }]
        }]
      }

BEFORE CALLING: Use list_clients to find client_id. Use business_settings for default currency. Use list_services for service-linked line items.

Void an invoice (soft delete). Sets invoice_status to 'void'.

Permanently delete a proposal and its line items. Prefer void_proposal for drafts/issued.

Duplicate a proposal. Creates a new draft with a new number and 'Copy of' title prefix.

Generate a PDF for a proposal. The rendered PDF is available on the public proposal page.

Use this when the user has just connected Every, asks for help getting started, asks what to do first, or needs the Every onboarding home card.

Shows a read-only welcome screen, workspace setup status, and suggested next actions. Prefer this over business_settings for welcome, onboarding, or getting-started questions. For high-level informational questions like "what can Every do?" or "what does Every do?", use what_every_does. Do not use for specific invoice, client, proposal, expense, payment, or booking requests unless this is the user's first interaction after an MCP workspace was auto-created.

Use this when a new ChatGPT connector user wants to get started or set up business context.

This is for users who may have an auto-created Every org and incomplete Google Workspace permissions. Prefer sending them to the app-led Google permissions and Business Context path.

If business context already exists, this tool returns a review link instead of re-onboarding. If the user does not want to grant Google permissions, ask for a compact business brief and then call save_business_info with the facts they provided.

Link a contact to a client with invoice and proposal roles (to/cc).

List bookings with optional filters. Status supports comma-separated values (confirmed,completed,cancelled_by_client,cancelled_by_business,no_show,to_be_scheduled).

Search clients by name (fuzzy matching — 'acme' finds 'Acme Corp').

Also searches contact names linked to clients — so searching 'Brandon Chu' will find a client named 'Brandon' if it has a contact named 'Brandon Chu'.

Returns client name, email, and status. Use include_contacts=true for contact details. Always search before creating a new client to avoid duplicates.

List contacts, optionally filtered by client. Shows name, email, phone, and role.

List expenses with optional filters for merchant, category, and client.

Returns amount, merchant, category, and date.

List and search invoices with optional filters for status, payment state, client, and more.

Supports filtering by invoice status (draft/issued/void), payment status (unpaid/paid/overdue/partial), client, and archive state. Returns invoice number, client name, total, balance due, status, and due date.

List payments with optional filters for invoice, client, and payment type.

Supports filtering by payment type (stripe/cash/cheque/credit_card/bank_transfer/other). Returns amount, date, method, and linked invoice.

List proposal templates (global seeds + org-owned). Pass template_id from here to create_proposal.

scope filters to 'global' (platform seeds), 'org' (org-owned), or 'all' (default). query does a case-insensitive name/description substring match.

List and search proposals with optional filters for status, client, and invoice.

Supports filtering by status (draft/issued/approved/void). Returns proposal number, client name, total, status, and public URL.

List services offered by the business. Search by name for fuzzy matching (e.g. 'design' finds 'Design Services').

Returns service name, rate, duration, location type, and service ID. Use service IDs when creating invoices or proposals with service-linked line items.

Record a payment for an invoice. Payment type: cash/cheque/credit_card/bank_transfer/other.

Save basic business information gathered during ChatGPT onboarding.

Call this after the user answers get_started's business-context questions. Saves a concise written business context to orgs.org_prompt and a structured onboarding profile to orgs.onboarding_profile.

Use replace_existing=false by default so existing business context is preserved. Set replace_existing=true only when the user explicitly asks to replace the current context.

Snapshot a proposal's block content into a reusable org-owned template.

Send an invoice via email to the client. Sets invoice status to 'issued'.

IMPORTANT: Only call this when the user explicitly asks to send/email the invoice. Do NOT auto-send after creating — invoices are created as drafts for review first. This sends a real email to the client's contact email address.

Send a proposal to the client via email (or resend if already issued).

IMPORTANT: Only call when the user explicitly asks to send/email the proposal — don't auto-send after creating. message is an optional custom note placed above the proposal content in the email.

Remove a contact's link to a client. Does not delete the contact itself.

Update an existing client's fields.

Update an existing contact's fields.

Update an existing invoice. If line_items provided, replaces ALL existing line items.

Update a proposal. Accepts UUID or proposal number (e.g. "PROP-0014").

PREFER text={"scope": "..."} for text-field edits — it upserts the matching text block by kind and leaves every other block intact. Use content only when replacing the full block tree (same shape rules as create_proposal — see that tool's docstring for a minimal example). header_extras tweaks the Proposal Header (subtitle, heroImageUrl, showAcceptance). If line_items is provided, all existing line items are replaced.

View a single booking with full details.

View a specific client with full details including contacts and email.

Supports lookup by client UUID or name.

View a specific invoice with full details including line items, payments, and totals.

Supports lookup by invoice number (e.g., INV-001), UUID, or any identifier. Returns complete invoice data including client info, line items, payment history, and status. In ChatGPT, renders an interactive invoice card with Send and Copy Link buttons.

View a specific proposal with full details. Supports lookup by proposal number or UUID.

Mark a proposal as void. The proposal is preserved but can no longer be sent/approved.

Use this for high-level capability questions about Every.

Call this when the user asks "what can Every do?", "what does Every do?", "what can this app do?", "what is Every?", "how can Every help me?", or asks for a general overview before choosing a specific task.

Returns an informational card with Every's main capabilities plus links to the website, docs, quickstart, and relevant feature documentation. Do not use this for the user's first auto-provisioned MCP call; the server returns the onboarding home card automatically for that case.