Plutio MCP

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_businesses

(workspace settings — read-only)

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.