MCP tools reference
search-entity-information
Search for an entity in Simplicate and return its details, including its recent timeline messages. This is the default lookup tool for projects, sales, organizations, persons, employees and invoices, and needs no employee_id.
| Parameter | Type | Required | Description |
|---|---|---|---|
search_term | string | Yes | Search term to search for, each entity determines which fields are searched |
entity_type | enum | Yes | Type of the entity to search information for. One of: project, sales, organization, person, employee, invoice, myorganizationprofile. |
create-sale
Create a new sale in Simplicate.
| Parameter | Type | Required | Description |
|---|---|---|---|
subject | string | Yes | Subject/title of the sale |
organization_id | string | No | Organization. Either organization_id or person_id must be provided. |
person_id | string | No | Person. Either organization_id or person_id must be provided. |
my_organization_profile_id | string | Yes | My organization profile id - must be one of your own company's business profiles (myorganizationprofile), NOT a regular organization. Search with entity_type 'myorganizationprofile' to find available profiles |
confirmed | boolean | Yes | Must be true to create the sale. Always show the sale details to the user and ask for confirmation BEFORE setting this to true. |
update-sale
Update an existing sale in Simplicate. Only provided fields will be updated.
| Parameter | Type | Required | Description |
|---|---|---|---|
sale_id | string | Yes | The ID of the sale to update |
subject | string | No | Subject/title of the sale |
organization_id | string | No | Organization linked to the sale |
person_id | string | No | Person linked to the sale |
my_organization_profile_id | string | No | My organization profile id - must be one of your own company's business profiles (myorganizationprofile), NOT a regular organization. Search with entity_type 'myorganizationprofile' to find available profiles |
start_date | string | No | Start date of the sale (YYYY-MM-DD format) |
expected_closing_date | string | No | Expected closing date of the sale (YYYY-MM-DD format) |
expected_revenue | number | No | Expected revenue from the sale |
chance_to_score | number | No | Chance to score/win the sale (0-100 percentage) |
progress_id | string | No | Sales progress/stage ID |
reason_id | string | No | Sales reason/source ID |
contact_id | string | No | Contact person ID linked to the sale |
responsible_employee_id | string | No | Employee ID of the person responsible for this sale |
source_id | string | No | Source ID indicating where the sale/lead originated from |
status_id | string | No | Status ID representing the current status of the sale (e.g., open, won, lost) |
note | string | No | Note or description for the sale |
divergent_payment_term_id | string,null | No | Divergent payment term ID. Use null to unset. Search with 'search-payment-terms' to find available payment terms |
confirmed | boolean | Yes | Must be true to update the sale. Always show the changes to the user and ask for confirmation BEFORE setting this to true. |
search-sales-options
Search for available sales options from Simplicate. Use this to find IDs for status, progress, reason, or source when updating sales.
| Parameter | Type | Required | Description |
|---|---|---|---|
option_type | enum | Yes | Type of sales option to retrieve: status (sales statuses), progress (sales progress stages), reason (sales reasons), source (sales sources). One of: status, progress, reason, source. |
search-payment-terms
Search all available payment terms from Simplicate. Use this to find payment term IDs when asked to update divergent payment term.
identify-current-employee
Identify the current employee based on the provided credentials. Call this to obtain the employee_id that the other tools require, instead of asking the user for it.
search-registration-project
Search for a project in Simplicate by name and return its external id. Only returns projects the given employee may register on, so use search-entity-information instead for general project lookups such as finding a project number.
| Parameter | Type | Required | Description |
|---|---|---|---|
employee_id | string | No | Employee id of a Simplicate employee. Leave this out to act as the employee behind the current credentials, which is what the user means unless they say otherwise. Never ask the user for this value. Only pass it when the user explicitly acts on behalf of a colleague, and look that colleague up with list-employees-for-registration first. |
search_term | string | No | The name, project_number, relation name or relation number of the project to search for, if it is not provided the first 100 records are returned |
registration_date | string | No | The date to register the hour or the mileage for, defaults to today. Used to filter registrable projects for that date if defined |
for_mileage | boolean | No | Set this to true to limit results to projects that support mileage registration |
search-project-service-for-registration
Search a project service in Simplicate for a project by name and return its external id
| Parameter | Type | Required | Description |
|---|---|---|---|
employee_id | string | No | Employee id of a Simplicate employee. Leave this out to act as the employee behind the current credentials, which is what the user means unless they say otherwise. Never ask the user for this value. Only pass it when the user explicitly acts on behalf of a colleague, and look that colleague up with list-employees-for-registration first. |
project_id | string | Yes | Project id of a Simplicate project, projects contain project services |
search_term | string | No | The name or number for the project service to search for, only searches the first 100 records that belong to the given project |
registration_date | string | No | The date to register the hour for, defaults to today. Used to filter registrable project services for that date if defined |
search-hour-type
Search for an hourtype in Simplicate for a project and projectservice by label and return its external id
| Parameter | Type | Required | Description |
|---|---|---|---|
employee_id | string | No | Employee id of a Simplicate employee. Leave this out to act as the employee behind the current credentials, which is what the user means unless they say otherwise. Never ask the user for this value. Only pass it when the user explicitly acts on behalf of a colleague, and look that colleague up with list-employees-for-registration first. |
project_id | string | Yes | Project id of a Simplicate project, projects contain project services |
project_service_id | string | Yes | Project service id of a Simplicate project service, a project service belongs to a project and contains hourtypes. In dutch this is called 'Project dienst' |
hour_type_label | string | No | The label for the hourtype to search for, if non is provided the first 100 records are returned |
register-hour-time-aware
Register hours in Simplicate by defining a registration date, a start time and duration in minutes or end time. The hour is registered with a specific start- and end time.
| Parameter | Type | Required | Description |
|---|---|---|---|
employee_id | string | No | Employee id of a Simplicate employee. Leave this out to act as the employee behind the current credentials, which is what the user means unless they say otherwise. Never ask the user for this value. Only pass it when the user explicitly acts on behalf of a colleague, and look that colleague up with list-employees-for-registration first. |
project_id | string | Yes | Project id of a Simplicate project, projects contain project services |
project_service_id | string | Yes | Project service id of a Simplicate project service, a project service belongs to a project and contains hourtypes. In dutch this is called 'Project dienst' |
type_id | string | Yes | Hourtype id of a Simplicate hourtype, an hourtype belongs to a project service and project. In dutch this is called 'Urensoort' |
registrationDate | string | No | The date to register the hour for, defaults to today |
note | string | No | Note that can be added to the hour registration, supports max 1000 characters |
start_time | string | Yes | Start time of the hour registration in HH:mm format |
end_time | string | Yes | End time of the hour registration in HH:mm format |
external_calendar_item | object | No | The external calendar item this hour is written for. Pass it to keep the hour linked to that item, so the item is not proposed again and no second appointment appears in the external calendar. The link is only made for hours of the employee behind the current credentials, so leave employee_id out when you pass this. |
register-hour-time-unaware
Register hours in Simplicate by defining a registration date and a duration in minutes. The hour is registered as a block of time without a specific start- and end time.
| Parameter | Type | Required | Description |
|---|---|---|---|
employee_id | string | No | Employee id of a Simplicate employee. Leave this out to act as the employee behind the current credentials, which is what the user means unless they say otherwise. Never ask the user for this value. Only pass it when the user explicitly acts on behalf of a colleague, and look that colleague up with list-employees-for-registration first. |
project_id | string | Yes | Project id of a Simplicate project, projects contain project services |
project_service_id | string | Yes | Project service id of a Simplicate project service, a project service belongs to a project and contains hourtypes. In dutch this is called 'Project dienst' |
type_id | string | Yes | Hourtype id of a Simplicate hourtype, an hourtype belongs to a project service and project. In dutch this is called 'Urensoort' |
registrationDate | string | No | The date to register the hour for, defaults to today |
note | string | No | Note that can be added to the hour registration, supports max 1000 characters |
duration_in_minutes | integer | No |
create-timeline-note
Create a note in the timeline of an entity
| Parameter | Type | Required | Description |
|---|---|---|---|
employee_id | string | No | Employee id of a Simplicate employee. Leave this out to act as the employee behind the current credentials, which is what the user means unless they say otherwise. Never ask the user for this value. Only pass it when the user explicitly acts on behalf of a colleague, and look that colleague up with list-employees-for-registration first. |
note | string | Yes | Content of the timeline note |
entity_id | string | Yes | Id of the entity to create the note for |
entity_type | enum | Yes | Type of the entity to create the note for. One of: project, sales, organization, person, invoice. |
list-employees-for-registration
List employees for which the current employee may register
| Parameter | Type | Required | Description |
|---|---|---|---|
registrationDate | string | No | The date to register the hour for, defaults to today |
get-hour-registrations
Get existing hour registrations for an employee on a specific date. Can be used to view what hours have been registered, or as input for creating new registrations with a similar configuration.
| Parameter | Type | Required | Description |
|---|---|---|---|
employee_id | string | No | Employee id of a Simplicate employee. Leave this out to act as the employee behind the current credentials, which is what the user means unless they say otherwise. Never ask the user for this value. Only pass it when the user explicitly acts on behalf of a colleague, and look that colleague up with list-employees-for-registration first. |
date | string | No | The date to get hour registrations for, supports 'today' or 'YYYY-MM-DD' format |
project_id | string | No | Optional project ID to filter registrations by project |
search-sale-services
Search sale services in Simplicate
| Parameter | Type | Required | Description |
|---|---|---|---|
sale_id | string | Yes | Sale id of a Simplicate sale/opportunity. In Dutch this is called 'Verkoop' |
search_term | string | Yes | The name or number for the sale services to search for, only searches the first 10 records that belong to the given sale |
register-mileage
Register mileage in Simplicate on a project for a given date. Mileage is registered on a project only, there is no project service and no mileage type to look up. The project must have mileage registration enabled, so find it with search-registration-project using for_mileage set to true.
| Parameter | Type | Required | Description |
|---|---|---|---|
employee_id | string | No | Employee id of a Simplicate employee. Leave this out to act as the employee behind the current credentials, which is what the user means unless they say otherwise. Never ask the user for this value. Only pass it when the user explicitly acts on behalf of a colleague, and look that colleague up with list-employees-for-registration first. |
project_id | string | Yes | Project id of a Simplicate project, projects contain project services |
registration_date | string | No | The date to register the mileage for, defaults to today |
mileage | number | Yes | Total distance driven, in kilometers. Double it yourself for a return trip ('retour', 'heen en terug') |
note | string | No | Note that can be added to the mileage registration, supports max 1000 characters |
related_hour_id | string | No | Optional id of an hour registration to link this mileage to. The hour must be on the same project and cannot be leave or absence |
get-mileage-registrations
Get existing mileage registrations for an employee over a period. Defaults to today. Use it to check what has already been registered, or as input for a correction with update-mileage.
| Parameter | Type | Required | Description |
|---|---|---|---|
employee_id | string | No | Employee id of a Simplicate employee. Leave this out to act as the employee behind the current credentials, which is what the user means unless they say otherwise. Never ask the user for this value. Only pass it when the user explicitly acts on behalf of a colleague, and look that colleague up with list-employees-for-registration first. |
date_from | string | No | First day of the period to get mileage registrations for, defaults to today |
date_to | string | No | Last day of the period to get mileage registrations for, defaults to today |
project_id | string | No | Optional project id to filter registrations by project |
update-mileage
Correct an existing mileage registration in Simplicate. At least one of mileage, registration_date, note or related_hour_id must be filled. Only the fields you pass are changed, the rest is left alone. The employee and the project cannot be changed after creation, and a registration that has been approved or invoiced can no longer be edited.
| Parameter | Type | Required | Description |
|---|---|---|---|
mileage_id | string | Yes | Id of the mileage registration to update, as returned by get-mileage-registrations |
mileage | number | No | The total distance in kilometers to store, replacing the current value |
registration_date | string | No | Move the registration to another date |
note | string | No | Note on the mileage registration, supports max 1000 characters |
related_hour_id | string | No | Id of an hour registration to link this mileage to. The hour must be on the same project |