plutio_businesses

MCP tool from Plutio MCP by thecreativelabs

(workspace settings — read-only)

How to use it

Project documentation lists plutio_businesses for the Plutio MCP MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), then check which tools your installed version makes available. Tool availability can depend on configuration and credentials. A server handshake does not verify this tool’s behavior. See the full listing for setup details.

Install Plutio MCP

$npx -y @thecreativelabs/plutio-mcp
FULL PLUTIO MCP LISTING

Other tools in Plutio MCP (39)

plutio_analyze_proposal

inspect a past proposal's structure to mirror it for a new client.

plutio_api_reference

compact map of every tool + API path. Call first when unsure.

plutio_apply_custom_fields_bundle

create a curated set of custom fields in one call. Shipped bundles: lead-intake, client-onboarding. Skips fields whose (entityType, title) already exists. See examples/14.

plutio_automations

Plutio's native node-based automation workflows (list + create only; delete and single-GET are blocked by the REST API)

plutio_cashflow_forecast

projects expected income over N days by expanding each sub's recurrence.

plutio_client_360

one call, everything about a client: person + company + projects + invoices + subs.

plutio_companies

organizations/accounts

plutio_contract_from_preset

create a contract end-to-end with {{ variable }} substitution. Note: shipped presets contain TODO placeholders for legal clauses — replace before sending for signature.

plutio_contracts
plutio_conversations

· plutiocomments (comments requires entityType + entityId in the query)

plutio_create_dashboard_page_from_preset

instantiate a page from a starter scaffold (client-welcome, project-status) with content blocks pre-populated. Plutio's native {{ client.name }} / {{ business.name }} tokens render at view time.

plutio_custom_fields
plutio_dashboard_pages

list/get/create new pages on any of Plutio's role dashboards (Settings → Custom Pages). Update + delete blocked by REST (use UI).

plutio_dashboards
plutio_events

calendar entries

plutio_file_folders

· plutiofiles

plutio_form_responses

raw submissions before qualification

plutio_forms
plutio_invoice_aging

unpaid invoices bucketed by days overdue (current / 30–60 / 60–90 / 90+).

plutio_invoice_subscriptions

recurring invoices

plutio_invoices
plutio_list_contract_presets

shipped presets (service-agreement, nda).

plutio_list_proposal_presets

see shipped presets (web-design, seo-services, consulting, creative-services, coaching).

plutio_mrr_snapshot

active subscriptions aggregated into MRR, ARR, by frequency, top clients.

plutio_notes

free-form notes on any record

plutio_people

contacts, clients, leads, team members

plutio_projects
plutio_proposal_from_preset

create a fully-populated proposal (blocks + items + client link) in one call.

plutio_proposals
plutio_schedules

availability windows

plutio_task_boards

· plutiotaskgroups · plutiostatuses

plutio_tasks
plutio_template_to_preset

read any of your existing Plutio contract/proposal templates and emit a preset JSON ready for the builders. Run once per template, save to disk, your real prose becomes available to AI generation forever. See examples/13.

plutio_templates

· plutiocannedresponses · plutiowikipages · plutioitems

plutio_time_categories
plutio_time_entries

billable/non-billable logs (API path: /time-tracks)

plutio_transactions

payments

plutio_upcoming_renewals

subs billing within the next N days (default 30), sorted by date.

plutio_workspace_schema

introspects custom fields. Returns {entityType: {fieldTitle: {id, inputType, options: {optionLabel: optionId}}}}. Cached 5 min.