Projects API

Manage construction projects, quotes, work orders, and budget tracking via the API.

Overview#

The Projects module covers the full lifecycle of a construction project: ideation, quotes, approval, execution, payments, and closeout.

MCP tool	Description	Scope
`list_projects`	List projects	`read:finances`
`create_project`	Create a project	`write:finances`
`update_project`	Update a project	`write:finances`
`delete_project`	Archive a project	`write:finances`
`add_quote`	Add a quote	`write:finances`
`approve_quote`	Approve a quote	`write:finances`
`create_work_order`	Create a work order	`write:finances`
`log_project_expense`	Log an expense	`write:finances`
`close_project`	Close a project	`write:finances`

19 tools total. See spec features/07-projects.md for the full list.

Project object#

{
  id: string;
  title: string;
  description: string;
  status: "draft" | "quoting" | "approved" | "in-progress" | "completed" | "cancelled";
  category: "roofing" | "plumbing" | "electrical" | "facade" | "hvac" | "landscaping" | "elevator" | "other";
  budget: number;               // CAD
  fundSource: "operating" | "reserve" | "contingency";
  spent: number;                // Calculated automatically
  startDate: string | null;     // ISO 8601
  endDate: string | null;
  contractor: {
    id: string;
    name: string;
  } | null;
  quotes: Quote[];
  workOrders: WorkOrder[];
  expenses: Expense[];
  createdAt: string;
  updatedAt: string;
}

`create_project`#

Parameters#

Parameter	Type	Required	Description
`title`	string	✅	e.g. "2026 Roof replacement"
`category`	string	✅	One of the 8 types
`description`	string	—	Context, needs
`budget`	number	✅	CAD, > 0
`fundSource`	string	✅	`operating`, `reserve`, `contingency`

Example#

{
  "name": "create_project",
  "arguments": {
    "title": "2026 Roof replacement",
    "category": "roofing",
    "description": "TPO membrane, 20-year warranty",
    "budget": 145000,
    "fundSource": "reserve"
  }
}

`add_quote`#

Add a quote to a project in the quoting phase.

{
  "name": "add_quote",
  "arguments": {
    "projectId": "...",
    "contractorId": "...",
    "amount": 138500,
    "validUntil": "2026-05-15",
    "notes": "Includes 20-year warranty and existing membrane removal"
  }
}

Max 5 quotes per project (RGCQ best practice).

`approve_quote`#

Mark a quote as the winner. The project moves to approved.

{
  "name": "approve_quote",
  "arguments": {
    "quoteId": "...",
    "resolutionId": "..."  // Optional — ties the decision to a meeting resolution
  }
}

For large projects (> 5% of the reserve fund), Bill 16 strongly recommends AGM approval. Link the resolution for traceability.

`create_work_order`#

Create an official work order after quote approval.

{
  "name": "create_work_order",
  "arguments": {
    "projectId": "...",
    "quoteId": "...",
    "startDate": "2026-06-01",
    "milestones": [
      { "title": "30% deposit", "amount": 41550, "dueDate": "2026-06-01" },
      { "title": "50% progress", "amount": 41550, "dueDate": "2026-07-15" },
      { "title": "Final payment", "amount": 55400, "dueDate": "2026-08-30" }
    ]
  }
}

`log_project_expense`#

Record each payment as it happens.

{
  "name": "log_project_expense",
  "arguments": {
    "projectId": "...",
    "amount": 41550,
    "date": "2026-06-03",
    "description": "Deposit — Toiture Québec inc.",
    "invoiceAttachmentId": "..."
  }
}

A journal entry is created automatically (debit reserve fund, credit vendor account) if the Accounting module is enabled.

Budget tracking#

{
  "name": "get_project_summary",
  "arguments": { "projectId": "..." }
}

Response:

{
  "budget": 145000,
  "spent": 83100,
  "remaining": 61900,
  "percentSpent": 57.3,
  "milestonesDue": 1,
  "daysElapsed": 45,
  "estimatedCompletion": "2026-08-30"
}