Developers

MCP server reference

Production Engine runs a Model Context Protocol server at one address. It answers questions about a workspace with tools that an assistant, or your own code, can call.

Transport

Server address

https://production-engine.com/api/mcp

Streamable HTTP in its stateless JSON form: one JSON-RPC 2.0 message per POST, answered with application/json. No SSE stream and no session.
GET and DELETE return 405. Batched requests (a JSON array) are refused.
A notification (a message with no id) gets 202 with no body.
Request bodies are capped at 256 KB.
Protocol versions: 2025-06-18, 2025-03-26, 2024-11-05. An unknown version is answered with 2025-06-18.
Every request needs a bearer token. See Authentication.

Methods

Method	Returns
`initialize`	Protocol version, the tools capability, server info and usage instructions for the model.
`ping`	An empty result.
`tools/list`	Every tool this connection may call, with its input schema and annotations.
`tools/call`	The tool's result. Arguments go in params.arguments.

Any other method returns JSON-RPC error -32601.

initialize

{
  "jsonrpc": "2.0",
  "id": 0,
  "method": "initialize",
  "params": { "protocolVersion": "2025-06-18", "capabilities": {}, "clientInfo": { "name": "my-client", "version": "1.0.0" } }
}

Response

{
  "jsonrpc": "2.0",
  "id": 0,
  "result": {
    "protocolVersion": "2025-06-18",
    "capabilities": {
      "tools": {
        "listChanged": false
      }
    },
    "serverInfo": {
      "name": "production-engine",
      "title": "Production Engine",
      "version": "1.0.0"
    },
    "instructions": "Production Engine is a production-management workspace for commercial video. ..."
  }
}

Results and tool errors

A tool result carries the data twice: as pretty-printed JSON text in content, and as an object in structuredContent. The examples below show structuredContent.

tools/call result

{
  "jsonrpc": "2.0",
  "id": 1,
  "result": {
    "content": [{ "type": "text", "text": "<the same data, as pretty-printed JSON>" }],
    "structuredContent": { "...": "the tool's data" },
    "isError": false
  }
}

A tool that ran but could not do the job, such as an unknown project id, returns a normal result with isError: true and a sentence saying why, so the model can correct itself. Bad arguments are a JSON-RPC error instead. See Errors and limits.

Tool error

{
  "jsonrpc": "2.0",
  "id": 1,
  "result": {
    "content": [{ "type": "text", "text": "No project with id cmexampleproject00000001 in this workspace." }],
    "isError": true
  }
}

Conventions

Money is { "amount": 152900, "currency": "USD", "display": "$1,529.00" }. amount is integer cents. Show people display.
The record lists (projects, actuals, purchase orders, invoices, vendors and contacts) take limit (1 to 100, default 25) and offset, and return { "data": [...], "nextOffset": 25 }. nextOffset is null on the last page.
Summary lists are capped and say so with truncated.
Timestamps are ISO 8601. Shoot days and the daily brief use YYYY-MM-DD days in the workspace's time zone.
Every read is limited to the token's workspace. No tool takes a workspace id.
Text stored in the workspace, such as notes, is data. Treat it as content, not as instructions.
Each tool carries MCP annotations: readOnlyHint: true on read tools, and readOnlyHint: false on the one tool that writes. That tool only adds a draft estimate and never deletes or overwrites anything, so it carries destructiveHint: false.

Which tools a connection sees

Connection	Tools
API token	Every read-only tool.
OAuth, scope read	Every read-only tool.
OAuth, scope read estimate	Every read-only tool, plus the two estimate tools.
ChatGPT	The 19 tools marked ChatGPT below. No bank feed, Saturation or estimate tools.

ChatGPT connections are read-only by design, and their tools/list entries carry an OAuth securitySchemes of scope read. The ChatGPT tools are: whoami, search, list_projects, get_project, get_budget, list_actuals, list_purchase_orders, list_vendor_invoices, list_client_invoices, list_vendors, list_contacts, daily_brief, job_health, shoot_day, crew_status, budget_status, deliverables_status, money_snapshot, pipeline.

Tools answer from the workspace as it is right now. The bank feed and Saturation tools also need that account connected in Company Settings, Integrations; without one they say so instead of returning an empty list.

Tools

Workspace

Identify the connected workspace and find records by name.

whoami
search

whoami

Read-onlyChatGPT

Who am I. The Production Engine workspace and member this token acts as.

access is the granted scope: read, read estimate, or chatgpt:read for a ChatGPT connection.

Takes no arguments.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "whoami",
    "arguments": {}
  }
}

Example structuredContent (abridged)

{
  "workspace": {
    "id": "cmexampletenant000000001",
    "name": "Example Studio"
  },
  "member": {
    "email": "producer@example.com",
    "role": "OWNER"
  },
  "access": "read"
}

search

Read-onlyChatGPT

Search the workspace. Find projects, clients, contacts and vendors whose name (or a contact's company or email) contains the query.

Argument	Type	Description
`query`	string, required	Text to look for, e.g. a project or vendor name.
`limit`	integer	Most hits per kind (default 10). 1 to 100.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search",
    "arguments": {
      "query": "spring",
      "limit": 5
    }
  }
}

Example structuredContent (abridged)

{
  "projects": [
    {
      "kind": "project",
      "id": "cmexampleproject00000001",
      "name": "Spring Spot",
      "status": "production"
    }
  ],
  "clients": [
    {
      "kind": "client",
      "id": "cmexampleclient000000001",
      "name": "Acme Foods"
    }
  ],
  "contacts": [],
  "vendors": []
}

Projects and budgets

Projects, their production budgets, actuals and an overall read on how each job is doing.

list_projects
get_project
get_budget
list_actuals
budget_status
job_health

list_projects

Read-onlyChatGPT

List projects. Projects in the workspace, most recently updated first.

nextOffset is null on the last page. Pass it back as offset for the next one.

Argument	Type	Description
`query`	string	Only projects whose name contains this.
`status`	string	One of: pre_production, production, post_production, wrap, closed, ACTIVE, COMPLETE, ARCHIVED.
`limit`	integer	How many rows to return (default 25). 1 to 100.
`offset`	integer	Rows to skip, for the next page. At least 0.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_projects",
    "arguments": {
      "status": "production",
      "limit": 10
    }
  }
}

Example structuredContent (abridged)

{
  "data": [
    {
      "id": "cmexampleproject00000001",
      "name": "Spring Spot",
      "status": "production",
      "projectType": null,
      "client": {
        "id": "cmexampleclient000000001",
        "name": "Acme Foods"
      },
      "startDate": "2026-10-05T12:00:00.000Z",
      "endDate": "2026-10-07T12:00:00.000Z",
      "updatedAt": "2026-09-28T16:04:11.000Z"
    }
  ],
  "nextOffset": 10
}

get_project

Read-onlyChatGPT

Get a project. One project: status, dates, client and contact, and its money at a glance.

Argument	Type	Description
`projectId`	string, required	A Production Engine project id.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_project",
    "arguments": {
      "projectId": "cmexampleproject00000001"
    }
  }
}

Example structuredContent (abridged)

{
  "id": "cmexampleproject00000001",
  "name": "Spring Spot",
  "status": "production",
  "startDate": "2026-10-05T12:00:00.000Z",
  "endDate": "2026-10-07T12:00:00.000Z",
  "client": {
    "id": "cmexampleclient000000001",
    "name": "Acme Foods"
  },
  "contact": {
    "id": "cmexamplecontact00000001",
    "name": "Dana Reyes",
    "email": "dana@example.com"
  },
  "invoicedToClient": {
    "amount": 4500000,
    "currency": "USD",
    "display": "$45,000.00"
  },
  "paidByClient": {
    "amount": 2250000,
    "currency": "USD",
    "display": "$22,500.00"
  },
  "purchaseOrdersIssued": {
    "amount": 1210000,
    "currency": "USD",
    "display": "$12,100.00"
  }
}

get_budget

Read-onlyChatGPT

Get a project budget. A project's production budget by AICP category: every line with its estimate and actual, subtotals, insurance, contingency, production fee and the total.

budget is null, with a note, when the project has no production budget yet.

Argument	Type	Description
`projectId`	string, required	A Production Engine project id.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_budget",
    "arguments": {
      "projectId": "cmexampleproject00000001"
    }
  }
}

Example structuredContent (abridged)

{
  "project": {
    "id": "cmexampleproject00000001",
    "name": "Spring Spot"
  },
  "locked": true,
  "categories": [
    {
      "code": "B",
      "name": "Shooting Crew",
      "lineType": "BTL",
      "estimate": {
        "amount": 620000,
        "currency": "USD",
        "display": "$6,200.00"
      },
      "lines": [
        {
          "id": "cmexampleline00000000001",
          "description": "Director of photography",
          "rateType": "DAY",
          "quantity": 1,
          "days": 2,
          "estimate": {
            "amount": 300000,
            "currency": "USD",
            "display": "$3,000.00"
          },
          "actual": {
            "amount": 350000,
            "currency": "USD",
            "display": "$3,500.00"
          }
        }
      ]
    }
  ],
  "subtotal": {
    "amount": 3800000,
    "currency": "USD",
    "display": "$38,000.00"
  },
  "insurance": {
    "amount": 76000,
    "currency": "USD",
    "display": "$760.00"
  },
  "contingency": {
    "amount": 190000,
    "currency": "USD",
    "display": "$1,900.00"
  },
  "productionFee": {
    "amount": 380000,
    "currency": "USD",
    "display": "$3,800.00"
  },
  "total": {
    "amount": 4446000,
    "currency": "USD",
    "display": "$44,460.00"
  },
  "actualTotal": {
    "amount": 2104500,
    "currency": "USD",
    "display": "$21,045.00"
  },
  "linesOutsideTotals": []
}

list_actuals

Read-onlyChatGPT

List actuals. A project's actualization entries: what each department was estimated at, what it actually cost, and the variance.

Argument	Type	Description
`projectId`	string, required	A Production Engine project id.
`limit`	integer	How many rows to return (default 25). 1 to 100.
`offset`	integer	Rows to skip, for the next page. At least 0.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_actuals",
    "arguments": {
      "projectId": "cmexampleproject00000001"
    }
  }
}

Example structuredContent (abridged)

{
  "data": [
    {
      "id": "cmexampleactual000000001",
      "department": "Camera",
      "label": "Camera package",
      "estimate": {
        "amount": 250000,
        "currency": "USD",
        "display": "$2,500.00"
      },
      "actual": {
        "amount": 265000,
        "currency": "USD",
        "display": "$2,650.00"
      },
      "variance": {
        "amount": -15000,
        "currency": "USD",
        "display": "$-150.00"
      },
      "status": "open",
      "reconciledAt": null
    }
  ],
  "nextOffset": null
}

budget_status

Read-onlyChatGPT

Are we over budget. One project's budget health: estimated vs committed vs actual cost, variance, the burn pace, a confidence score with what is weak, the risks flagged, and the budget lines most over their estimate.

Argument	Type	Description
`projectId`	string, required	A Production Engine project id.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "budget_status",
    "arguments": {
      "projectId": "cmexampleproject00000001"
    }
  }
}

Example structuredContent (abridged)

{
  "project": {
    "id": "cmexampleproject00000001",
    "name": "Spring Spot"
  },
  "estimated": {
    "amount": 4446000,
    "currency": "USD",
    "display": "$44,460.00"
  },
  "committed": {
    "amount": 3100000,
    "currency": "USD",
    "display": "$31,000.00"
  },
  "actual": {
    "amount": 2104500,
    "currency": "USD",
    "display": "$21,045.00"
  },
  "clientPrice": {
    "amount": 5200000,
    "currency": "USD",
    "display": "$52,000.00"
  },
  "variance": {
    "amount": 754000,
    "currency": "USD",
    "display": "$7,540.00"
  },
  "isOverBudget": false,
  "marginPercent": 14.5,
  "burn": {
    "pace": "On pace",
    "shootDaysTotal": 3,
    "shootDaysCompleted": 1,
    "shootDaysRemaining": 2
  },
  "confidence": {
    "scoreOutOf100": 82,
    "strong": [
      "Client price is set"
    ],
    "weak": [
      "No deliverable dates"
    ]
  },
  "risks": [],
  "linesMostOverBudget": []
}

job_health

Read-onlyChatGPT

Job health. How one project is doing: overall status, the top risks, what is blocking it, and readiness gaps by area, in plain language.

status is one of: On track, Needs attention, At risk, Blocked or critical, Not enough information.

Argument	Type	Description
`projectId`	string, required	A Production Engine project id.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "job_health",
    "arguments": {
      "projectId": "cmexampleproject00000001"
    }
  }
}

Example structuredContent (abridged)

{
  "project": {
    "id": "cmexampleproject00000001",
    "name": "Spring Spot"
  },
  "status": "Needs attention",
  "riskLevel": "Medium",
  "readinessScore": 72,
  "blockers": {
    "data": [],
    "truncated": false
  },
  "risks": {
    "data": [
      {
        "title": "Overdue tasks",
        "area": "Schedule",
        "severity": "medium",
        "why": "Two prep tasks are past their due date.",
        "suggestedAction": "Reassign or reschedule the overdue tasks."
      }
    ],
    "truncated": false
  },
  "readinessGaps": {
    "data": [],
    "truncated": false
  }
}

Production

What is shooting, who is booked, and what is due, read in the workspace's time zone.

daily_brief
shoot_day
crew_status
deliverables_status

daily_brief

Read-onlyChatGPT

Daily brief. What is happening today and the next few days across all open projects: shoot days, deliverables and tasks due or overdue, and holds and permits about to expire, in the workspace's time zone.

Argument	Type	Description
`days`	integer	How many days ahead, today included (default 7). 1 to 14.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "daily_brief",
    "arguments": {
      "days": 7
    }
  }
}

Example structuredContent (abridged)

{
  "timeZone": "America/Los_Angeles",
  "today": "2026-10-01",
  "through": "2026-10-07",
  "days": 7,
  "shootDays": [
    {
      "date": "2026-10-05",
      "dayNumber": 1,
      "project": {
        "id": "cmexampleproject00000001",
        "name": "Spring Spot"
      },
      "scheduleDayId": "cmexampleday000000000001",
      "callTime": "06:30",
      "wrapTime": "18:00",
      "location": "Stage 4",
      "callSheetStatus": "draft"
    }
  ],
  "deliverables": [],
  "tasks": [],
  "holds": [],
  "permits": [],
  "truncated": {
    "shootDays": false,
    "deliverables": false,
    "tasks": false,
    "holds": false,
    "permits": false
  }
}

shoot_day

Read-onlyChatGPT

Shoot day. One shoot day of a project: call and wrap times, location, crew with call times, equipment and call sheet status. Give a date (YYYY-MM-DD) or a schedule day id, or get the next upcoming day.

With neither date nor scheduleDayId, the next shoot day on or after today is returned.

Argument	Type	Description
`projectId`	string, required	A Production Engine project id.
`date`	string	Shoot date, YYYY-MM-DD, in the workspace's time zone.
`scheduleDayId`	string	A Production Engine schedule day id.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "shoot_day",
    "arguments": {
      "projectId": "cmexampleproject00000001",
      "date": "2026-10-05"
    }
  }
}

Example structuredContent (abridged)

{
  "project": {
    "id": "cmexampleproject00000001",
    "name": "Spring Spot"
  },
  "date": "2026-10-05",
  "dayNumber": 1,
  "of": 3,
  "callTime": "06:30",
  "wrapTime": "18:00",
  "location": {
    "name": "Stage 4",
    "address": "100 Example Ave"
  },
  "callSheet": {
    "status": "Draft",
    "lunchTime": "12:30",
    "sunrise": "07:21",
    "sunset": "19:02",
    "weather": null,
    "nearestHospital": null
  },
  "crew": {
    "data": [
      {
        "name": "Sam Ortiz",
        "role": "Gaffer",
        "callTime": "06:00"
      }
    ],
    "truncated": false
  },
  "equipment": {
    "data": [
      {
        "item": "Camera package",
        "category": "Camera",
        "quantity": 1
      }
    ],
    "truncated": false
  }
}

crew_status

Read-onlyChatGPT

Crew status. Who is booked on a project, whose start paperwork (W-9, direct deposit, I-9, deal memo) is unfinished, and what the company still owes crew for money they fronted.

Argument	Type	Description
`projectId`	string, required	A Production Engine project id.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "crew_status",
    "arguments": {
      "projectId": "cmexampleproject00000001"
    }
  }
}

Example structuredContent (abridged)

{
  "project": {
    "id": "cmexampleproject00000001",
    "name": "Spring Spot"
  },
  "booked": {
    "data": [
      {
        "name": "Sam Ortiz",
        "paperworkComplete": false,
        "missing": [
          "W-9"
        ]
      }
    ],
    "truncated": false
  },
  "crewLines": {
    "data": [
      {
        "name": "Sam Ortiz",
        "role": "Gaffer",
        "booking": "booked",
        "dealMemo": "Sent, waiting on signature",
        "w9": "Requested",
        "contactDetails": "Submitted"
      }
    ],
    "truncated": false
  },
  "owedToCrew": {
    "total": {
      "amount": 18450,
      "currency": "USD",
      "display": "$184.50"
    },
    "people": {
      "data": [],
      "truncated": false
    }
  }
}

deliverables_status

Read-onlyChatGPT

Deliverables status. What is late, due in the next 7 days, and waiting on client review, for one project or every active project. Dates are days in the workspace time zone.

Omit projectId to cover every active project.

Argument	Type	Description
`projectId`	string	Only this project. Omit for all active projects.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "deliverables_status",
    "arguments": {
      "projectId": "cmexampleproject00000001"
    }
  }
}

Example structuredContent (abridged)

{
  "timeZone": "America/Los_Angeles",
  "today": "2026-10-01",
  "counts": {
    "total": 6,
    "late": 1,
    "dueWithin7Days": 2,
    "waitingOnClient": 1,
    "waitingOnUs": 4
  },
  "nextDue": "2026-10-03",
  "late": [
    {
      "id": "cmexampledeliverable0001",
      "title": ":30 broadcast cut",
      "project": {
        "id": "cmexampleproject00000001",
        "name": "Spring Spot"
      },
      "status": "In edit",
      "due": "2026-09-30",
      "note": "v2 uploaded, not shared yet"
    }
  ],
  "dueSoon": [],
  "waitingOnClient": [],
  "truncated": false
}

Money

Purchase orders, vendor and client invoices, who owes whom, and the bid pipeline.

list_purchase_orders
list_vendor_invoices
list_client_invoices
money_snapshot
pipeline

list_purchase_orders

Read-onlyChatGPT

List purchase orders. Purchase orders issued to vendors, newest first, optionally for one project or status.

Argument	Type	Description
`projectId`	string	A Production Engine project id.
`status`	string	One of: issued, cancelled.
`limit`	integer	How many rows to return (default 25). 1 to 100.
`offset`	integer	Rows to skip, for the next page. At least 0.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_purchase_orders",
    "arguments": {
      "projectId": "cmexampleproject00000001",
      "status": "issued"
    }
  }
}

Example structuredContent (abridged)

{
  "data": [
    {
      "id": "cmexamplepo0000000000001",
      "number": "PO-1042",
      "status": "issued",
      "amount": {
        "amount": 480000,
        "currency": "USD",
        "display": "$4,800.00"
      },
      "issuedAt": "2026-09-20T15:00:00.000Z",
      "project": {
        "id": "cmexampleproject00000001",
        "name": "Spring Spot"
      },
      "vendor": {
        "id": "cmexamplevendor000000001",
        "name": "Example Camera Rental"
      },
      "description": "Camera package, 3 days",
      "notes": null
    }
  ],
  "nextOffset": null
}

list_vendor_invoices

Read-onlyChatGPT

List vendor invoices. Bills received from vendors against purchase orders, newest first.

Argument	Type	Description
`projectId`	string	A Production Engine project id.
`vendorId`	string	A Production Engine vendor id.
`limit`	integer	How many rows to return (default 25). 1 to 100.
`offset`	integer	Rows to skip, for the next page. At least 0.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_vendor_invoices",
    "arguments": {
      "projectId": "cmexampleproject00000001"
    }
  }
}

Example structuredContent (abridged)

{
  "data": [
    {
      "id": "cmexamplevendorinv000001",
      "invoiceNumber": "INV-2231",
      "vendor": {
        "id": "cmexamplevendor000000001",
        "name": "Example Camera Rental"
      },
      "purchaseOrder": {
        "id": "cmexamplepo0000000000001",
        "number": "PO-1042",
        "projectId": "cmexampleproject00000001"
      },
      "amount": {
        "amount": 480000,
        "currency": "USD",
        "display": "$4,800.00"
      },
      "invoiceDate": "2026-10-08T12:00:00.000Z",
      "dueDate": "2026-11-07T12:00:00.000Z",
      "notes": null
    }
  ],
  "nextOffset": null
}

list_client_invoices

Read-onlyChatGPT

List client invoices. Invoices billed to clients, newest first, optionally for one project or status.

Argument	Type	Description
`projectId`	string	A Production Engine project id.
`status`	string	One of: draft, sent, paid, void, overdue.
`limit`	integer	How many rows to return (default 25). 1 to 100.
`offset`	integer	Rows to skip, for the next page. At least 0.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_client_invoices",
    "arguments": {
      "status": "sent"
    }
  }
}

Example structuredContent (abridged)

{
  "data": [
    {
      "id": "cmexampleinvoice00000001",
      "number": "1007",
      "status": "sent",
      "isDeposit": true,
      "project": {
        "id": "cmexampleproject00000001",
        "name": "Spring Spot"
      },
      "billTo": {
        "id": "cmexamplecontact00000001",
        "name": "Dana Reyes",
        "company": "Acme Foods"
      },
      "subtotal": {
        "amount": 2250000,
        "currency": "USD",
        "display": "$22,500.00"
      },
      "tax": {
        "amount": 0,
        "currency": "USD",
        "display": "$0.00"
      },
      "total": {
        "amount": 2250000,
        "currency": "USD",
        "display": "$22,500.00"
      },
      "issuedAt": "2026-09-15T15:00:00.000Z",
      "dueAt": "2026-10-15T15:00:00.000Z",
      "paidAt": null
    }
  ],
  "nextOffset": null
}

money_snapshot

Read-onlyChatGPT

Who owes whom. Workspace-wide: what clients owe us (open invoices, aged by days past due), what we owe vendors and crew (aged), and backlog still to bill on open jobs.

Each list holds the 10 largest rows; truncated says when there are more.

Takes no arguments.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "money_snapshot",
    "arguments": {}
  }
}

Example structuredContent (abridged)

{
  "owedToUs": {
    "total": {
      "amount": 2250000,
      "currency": "USD",
      "display": "$22,500.00"
    },
    "aging": [
      {
        "label": "Current (0-30)",
        "count": 1,
        "total": {
          "amount": 2250000,
          "currency": "USD",
          "display": "$22,500.00"
        }
      }
    ],
    "invoices": [
      {
        "number": "1007",
        "project": "Spring Spot",
        "billTo": "Dana Reyes",
        "balance": {
          "amount": 2250000,
          "currency": "USD",
          "display": "$22,500.00"
        },
        "dueAt": "2026-10-15",
        "daysPastDue": 0
      }
    ],
    "truncated": false
  },
  "weOwe": {
    "total": {
      "amount": 498450,
      "currency": "USD",
      "display": "$4,984.50"
    },
    "vendors": {
      "amount": 480000,
      "currency": "USD",
      "display": "$4,800.00"
    },
    "crew": {
      "amount": 18450,
      "currency": "USD",
      "display": "$184.50"
    },
    "aging": [],
    "bills": [],
    "unreadableAmounts": 0,
    "truncated": false
  },
  "backlog": {
    "total": {
      "amount": 2950000,
      "currency": "USD",
      "display": "$29,500.00"
    },
    "projects": [],
    "truncated": false
  }
}

pipeline

Read-onlyChatGPT

Bids and pipeline. Open bids and opportunities with the forecast: estimated value, stage-weighted value, counts by stage, and deals not touched in over 30 days. Won, lost and on-hold deals are excluded.

Takes no arguments.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "pipeline",
    "arguments": {}
  }
}

Example structuredContent (abridged)

{
  "openCount": 4,
  "totalEstimated": {
    "amount": 18500000,
    "currency": "USD",
    "display": "$185,000.00"
  },
  "totalWeighted": {
    "amount": 7400000,
    "currency": "USD",
    "display": "$74,000.00"
  },
  "byStage": [
    {
      "stage": "Bidding",
      "count": 2,
      "estimated": {
        "amount": 9000000,
        "currency": "USD",
        "display": "$90,000.00"
      },
      "weighted": {
        "amount": 4500000,
        "currency": "USD",
        "display": "$45,000.00"
      }
    }
  ],
  "opportunities": [
    {
      "id": "cmexampleopportunity0001",
      "title": "Holiday campaign",
      "company": "Acme Foods",
      "stage": "Bidding",
      "estimatedLow": {
        "amount": 4000000,
        "currency": "USD",
        "display": "$40,000.00"
      },
      "estimatedHigh": {
        "amount": 5000000,
        "currency": "USD",
        "display": "$50,000.00"
      },
      "weighted": {
        "amount": 2250000,
        "currency": "USD",
        "display": "$22,500.00"
      },
      "lastTouch": "2026-09-25",
      "daysSinceTouch": 6
    }
  ],
  "notTouchedInOver30Days": [],
  "truncated": false
}

Vendors and contacts

The workspace's vendor directory and client-side contacts.

list_vendors
list_contacts

list_vendors

Read-onlyChatGPT

List vendors. Vendors in the workspace directory. `origin` is TENANT for vendors this workspace added and BASELINE_SEED for the shared starter directory.

Argument	Type	Description
`query`	string	Only vendors whose name contains this.
`limit`	integer	How many rows to return (default 25). 1 to 100.
`offset`	integer	Rows to skip, for the next page. At least 0.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_vendors",
    "arguments": {
      "query": "camera"
    }
  }
}

Example structuredContent (abridged)

{
  "data": [
    {
      "id": "cmexamplevendor000000001",
      "name": "Example Camera Rental",
      "category": "Camera",
      "email": "rentals@example.com",
      "phone": null,
      "website": null,
      "city": "Austin",
      "state": "TX",
      "preferred": true,
      "origin": "TENANT"
    }
  ],
  "nextOffset": null
}

list_contacts

Read-onlyChatGPT

List contacts. Client-side contacts (producers, agency people, billing contacts), alphabetical.

Argument	Type	Description
`query`	string	Only contacts whose name, company or email contains this.
`limit`	integer	How many rows to return (default 25). 1 to 100.
`offset`	integer	Rows to skip, for the next page. At least 0.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_contacts",
    "arguments": {
      "query": "acme"
    }
  }
}

Example structuredContent (abridged)

{
  "data": [
    {
      "id": "cmexamplecontact00000001",
      "name": "Dana Reyes",
      "company": "Acme Foods",
      "role": "Agency producer",
      "email": "dana@example.com",
      "phone": null,
      "client": {
        "id": "cmexampleclient000000001",
        "name": "Acme Foods"
      }
    }
  ],
  "nextOffset": null
}

Bank feed

Reads the bank accounts an owner or admin connected under Company Settings, Integrations. When no bank is connected, these tools return connected: false with a message instead of an empty list.

get_cash_position
list_bank_transactions
list_uncoded_bank_spend

get_cash_position

Read-only

Cash position and outlook. Cash across connected bank accounts, when the feed last synced, and a 30/60/90-day outlook: available cash plus open client invoices due by then, less unpaid crew bills and vendor bills due by then. Every input is listed so the number can be explained.

Takes no arguments.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_cash_position",
    "arguments": {}
  }
}

Example structuredContent (abridged)

{
  "connected": true,
  "lastSyncedAt": "2026-10-01T11:00:00.000Z",
  "available": {
    "amount": 8420000,
    "currency": "USD",
    "display": "$84,200.00"
  },
  "lowBalanceWarningLevel": {
    "amount": 2500000,
    "currency": "USD",
    "display": "$25,000.00"
  },
  "belowWarningLevel": false,
  "accounts": [
    {
      "name": "Operating",
      "mask": "0000",
      "bank": "Example Bank",
      "type": "depository",
      "balance": {
        "amount": 8420000,
        "currency": "USD",
        "display": "$84,200.00"
      },
      "countedAsCash": true
    }
  ],
  "outlook": [
    {
      "days": 30,
      "available": {
        "amount": 8420000,
        "currency": "USD",
        "display": "$84,200.00"
      },
      "incoming": {
        "amount": 2250000,
        "currency": "USD",
        "display": "$22,500.00"
      },
      "outgoing": {
        "amount": 498450,
        "currency": "USD",
        "display": "$4,984.50"
      },
      "projected": {
        "amount": 10171550,
        "currency": "USD",
        "display": "$101,715.50"
      },
      "incomingItems": [],
      "outgoingItems": []
    }
  ],
  "owedToYouWithNoDueDate": []
}

list_bank_transactions

Read-only

Recent bank transactions. Recent transactions from connected bank accounts, newest first. `direction` in is a deposit, out is money leaving. Shows the client invoice a deposit was matched to and the project spend was coded to.

Argument	Type	Description
`direction`	string	One of: in, out.
`limit`	integer	How many rows to return (default 25). 1 to 100.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_bank_transactions",
    "arguments": {
      "direction": "in",
      "limit": 10
    }
  }
}

Example structuredContent (abridged)

{
  "data": [
    {
      "transactionId": "example-transaction-0001",
      "date": "2026-09-30",
      "direction": "in",
      "description": "Acme Foods",
      "pending": false,
      "account": "Operating (0000)",
      "matchedClientInvoiceId": "cmexampleinvoice00000001",
      "codedProjectId": null,
      "amount": {
        "amount": 2250000,
        "currency": "USD",
        "display": "$22,500.00"
      }
    }
  ]
}

list_uncoded_bank_spend

Read-only

Uncoded bank spend. Outgoing bank transactions not yet coded to a project, marked personal or ignored, with the suggested project (from its prep and shoot dates) and merchant rule. Read-only: coding happens in Money, Bank.

Argument	Type	Description
`limit`	integer	How many rows to return (default 25). 1 to 100.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_uncoded_bank_spend",
    "arguments": {
      "limit": 10
    }
  }
}

Example structuredContent (abridged)

{
  "total": 3,
  "data": [
    {
      "transactionId": "example-transaction-0002",
      "date": "2026-09-29",
      "description": "Example Hardware",
      "pending": false,
      "accountName": "Operating",
      "rule": null,
      "suggestedProject": {
        "id": "cmexampleproject00000001",
        "name": "Spring Spot",
        "reason": "Inside the job's shoot dates"
      },
      "amount": {
        "amount": 8423,
        "currency": "USD",
        "display": "$84.23"
      }
    }
  ]
}

Saturation

Reads a Saturation account connected under Company Settings, Integrations. With no account connected, these tools return connected: false with a message.

list_saturation_projects
list_saturation_transactions

list_saturation_projects

Read-only

Saturation projects. Projects in the workspace's connected Saturation account, each with the Production Engine project id it was imported as (null if not imported). Imported budgets refresh from Saturation every night.

projectId is null for a Saturation project that was not imported.

Takes no arguments.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_saturation_projects",
    "arguments": {}
  }
}

Example structuredContent (abridged)

{
  "connected": true,
  "projects": [
    {
      "saturationProjectId": "example-saturation-project",
      "name": "Spring Spot",
      "projectType": "commercial",
      "updatedAt": "2026-09-28T16:00:00.000Z",
      "projectId": "cmexampleproject00000001"
    }
  ]
}

list_saturation_transactions

Read-only

Saturation transactions. Card, bank and manual transactions from the connected Saturation account, newest first, each with the Production Engine budget line it is coded to (budgetLineItemId, null when uncoded). scope "project" (the default) needs projectId, a Production Engine project imported from Saturation; scope "workspace" reads the newest page across every project.

Argument	Type	Description
`scope`	string	project (default) or workspace. One of: project, workspace.
`projectId`	string	A Production Engine project id. Required for scope project.
`limit`	integer	How many rows to return (default 25). 1 to 100.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_saturation_transactions",
    "arguments": {
      "scope": "project",
      "projectId": "cmexampleproject00000001",
      "limit": 25
    }
  }
}

Example structuredContent (abridged)

{
  "scope": "project",
  "count": 42,
  "total": {
    "amount": 1890000,
    "currency": "USD",
    "display": "$18,900.00"
  },
  "uncoded": 3,
  "transactions": [
    {
      "date": "2026-09-29",
      "budgetLineItemId": null,
      "amount": {
        "amount": 8423,
        "currency": "USD",
        "display": "$84.23"
      }
    }
  ]
}

Estimates

Only on OAuth connections whose approval included estimates (scope read estimate). Workspace API tokens and ChatGPT connections do not list these tools.

start_estimate
get_estimate

start_estimate

Writes

Start an estimate from a brief. Creates a draft brief in Production Engine from a plain-language job description and starts pricing it. This creates a draft brief and estimate in the workspace and uses the workspace's AI allowance. It returns a briefId right away; pricing takes a few minutes.

It needs the workspace's plan in good standing and AI allowance left; otherwise it returns a tool error saying so.

Argument	Type	Description
`brief`	string, required	The job in plain words: what is being made, deliverables, shoot days, locations, crew, timing, budget hints. 20 to 8000 characters.
`title`	string	Optional name for the brief. Defaults to the first line of the description. Up to 200 characters.
`clientName`	string	Optional client or agency name. Up to 200 characters.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "start_estimate",
    "arguments": {
      "brief": "30-second broadcast spot for a snack brand. Two shoot days in Austin, one stage day and one practical kitchen. Director, DP, gaffer, key grip, art department. Delivery in six weeks.",
      "clientName": "Acme Foods"
    }
  }
}

Example structuredContent (abridged)

{
  "briefId": "cmexamplebrief0000000001",
  "status": "analyzing",
  "url": "https://production-engine.com/app/project-engine/briefs/cmexamplebrief0000000001",
  "message": "The brief is saved and pricing has started. It takes a few minutes. Check with get_estimate using this briefId."
}

get_estimate

Read-only

Get the estimate for a brief. Reports where a started estimate stands (analyzing, ready or failed) and, when ready, the pricing scenarios with totals and the largest line groups. Read-only.

status is analyzing, ready or failed. While it is analyzing, the message asks you to check again in a minute or two.

Argument	Type	Description
`briefId`	string, required	The briefId returned when the estimate was started.

Example call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_estimate",
    "arguments": {
      "briefId": "cmexamplebrief0000000001"
    }
  }
}

Example structuredContent (abridged)

{
  "briefId": "cmexamplebrief0000000001",
  "title": "Snack brand broadcast spot",
  "status": "ready",
  "message": "The estimate is ready. These are draft numbers for the producer to review in the app.",
  "scenarios": [
    {
      "label": "A",
      "title": "Two-day shoot",
      "description": null,
      "estimateNumber": "EST-0142",
      "total": {
        "amount": 9850000,
        "currency": "USD",
        "display": "$98,500.00"
      },
      "lineCount": 64,
      "topLineGroups": [
        {
          "group": "CREW",
          "total": {
            "amount": 2400000,
            "currency": "USD",
            "display": "$24,000.00"
          }
        }
      ]
    }
  ],
  "url": "https://production-engine.com/app/project-engine/briefs/cmexamplebrief0000000001"
}