Handoff

Clear the estimate discount (DELETE /estimates/{id}/discount). Use this when the user wants an estimate's discount removed.

clear_estimate_discount

Creates a new project (job) in the user's Handoff account, optionally with a new or existing client. Use this when the user wants to start tracking a new job, e.g. "Start a new job for the Lees" or "Create a project for the Smith bathroom remodel". Do not use it to update or look up an existing project, or to create an estimate; create_construction_estimate creates its own project when none is given. Each call creates another project, so a retry after an unclear failure can leave a duplicate. A client email that matches an existing client links that client instead of creating a new one. The site address can be added later in Handoff.

create_project

Create a change order from an estimate (POST /estimates/{id}/change-orders). Use this when the user wants a change order on an approved estimate.

create_change_order

Create a comment (POST /comments). Use this when the user wants a comment posted on a project.

create_comment

Starts a new construction estimate generated by Handoff AI from a scope of work, plans, or photos, priced with the user's own catalogs, pricing defaults, and location. Use this when the user wants a new estimate, e.g. "Make an estimate for this kitchen remodel", "Estimate a 400 sq ft deck", or "Price out these plans". Do not use it to edit, re-price, or add lines to an existing estimate, or to import exact line items the user already has. Generation is asynchronous and returns a jobId, not a finished estimate. get_estimate with that jobId reports GENERATING until the estimate is ready, typically in 2–3 minutes. Calling this tool again starts a second estimate unless the same idempotencyKey is reused. Provide scope, fileIds, or both. Without a project it creates a new project for the estimate.

create_construction_estimate

Create a contact (POST /contacts). Use this when the user wants to add a client, vendor or other contact.

create_contact

Create a cost code (POST /cost-codes). Use this when the user wants a new cost code.

create_cost_code

Create a daily log (POST /daily-logs). Use this when the user wants a site daily log written for a project.

create_daily_log

Create a document (POST /documents). Use this when the user wants a new written document on a project.

create_document

Create a project with an attached document (synchronous) (POST /projects/with-document). Use this when the user wants a new project created together with a written document, photos or files. Do not use it for a plain new project; use create_project.

create_project_with_document

Create a proposal (POST /proposals). Use this when the user wants a client proposal drafted from an estimate.

create_proposal

Create a rate catalog (POST /catalogs). Use this when the user wants a new rate catalog.

create_catalog

Create task (POST /tasks). Use this when the user wants a to-do created, optionally assigned.

create_task

Create a time entry (POST /time-entries). Use this when the user wants hours logged for a person on a project.

create_time_entry

Create an estimate (blank, or AI-generated from scope/photos/PDFs) (POST /estimates). Use this when the user wants a blank estimate with just a name, optionally on a project. Do not use it for an AI-generated estimate from scope, plans or photos; use create_construction_estimate.

create_estimate

Create an expense (POST /expenses). Use this when the user wants a cost recorded against a project.

create_expense

Create an invoice from an estimate (POST /invoices/from-estimate). Use this when the user wants to bill an approved estimate.

create_invoice_from_estimate

Delete a catalog rate item (DELETE /catalog-rates/{id}). Use this when the user wants a rate item removed from a catalog.

delete_catalog_rate

Delete a contact (DELETE /contacts/{id}). Use this when the user wants a contact deleted.

delete_contact

Delete a daily log (DELETE /daily-logs/{id}). Use this when the user wants a daily log deleted.

delete_daily_log

Delete a document (DELETE /documents/{id}). Use this when the user wants a document deleted.

delete_document

Delete a payment schedule entry (DELETE /payment-schedule-entries/{id}). Use this when the user wants a payment schedule entry removed.

delete_payment_schedule_entry

Delete a project (DELETE /projects/{id}). Use this when the user wants a project deleted.

delete_project

Delete an estimate (DELETE /estimates/{id}). Use this when the user wants an estimate deleted.

delete_estimate

Delete an estimate section (app: 'group') and its items (DELETE /estimate-sections/{id}). Use this when the user wants a group and all its line items removed.

delete_estimate_group

Delete an estimate line item (DELETE /estimate-items/{id}). Use this when the user wants a line item removed from a draft estimate. Use it for one line item at a time..

delete_estimate_item

Delete an estimate room (app: 'section') with its sections and items (DELETE /estimate-rooms/{id}). Use this when the user wants a section with all its groups and line items removed.

delete_estimate_section

Edit a manual payment (PATCH /invoice-payments/{id}). Use this when the user wants a recorded manual payment corrected.

update_invoice_payment

Edit a schedule phase (PATCH /schedule-phases/{id}). Use this when the user wants a schedule phase's name, dates, status or color changed.

update_schedule_phase

Edit an expense (PATCH /expenses/{id}). Use this when the user wants a recorded expense corrected.

update_expense

Enable or disable a supplier catalog (PATCH /supplier-connections/{slug}/catalog). Use this when the user wants a supplier's catalog turned on or off for pricing.

set_supplier_catalog_enabled

Export a document (PDF) (POST /documents/{id}/export). Use this when the user wants a PDF of a document.

export_document

Export the project schedule (CSV) (POST /projects/{id}/schedule/export). Use this when the user wants a CSV of a project's schedule.

export_project_schedule

Export a proposal (PDF) (POST /proposals/{id}/export). Use this when the user wants a PDF of a proposal.

export_proposal

Export an estimate (PDF/CSV) (POST /estimates/{id}/export). Use this when the user wants a PDF or CSV of an estimate.

export_estimate

Export an invoice (PDF) (POST /invoices/{id}/export). Use this when the user wants a PDF of an invoice or receipt.

export_invoice

Finds files stored in the user's Handoff projects, such as plans, photos, permits, and documents, and returns a short-lived download link for one file. Use this when the user asks for project documents, e.g. "Pull up the plans for the Lee job", "Find the permit PDF", or to get fileIds for create_construction_estimate or run_takeoff. Do not use it to upload or delete files. Filter by projectId or projectName (a case-insensitive match on the project or client name) and by fileName. Newest first, up to 100 per page; pass nextCursor for more. Pass fileId for a download link that expires shortly after it is returned.

find_project_files

Generate a section summary with AI (POST /estimate-sections/{id}/summary/generate). Use this when the user wants Handoff AI to write a group's proposal summary.

generate_estimate_group_summary

Get AI takeoff credits (GET /takeoff-credits). Use this when you need how many AI takeoff credits remain before run_takeoff.

get_takeoff_credits

Shows the progress and results of a Handoff AI takeoff: its stage, measured quantity totals by unit and category, and the measured items. Use this when the user asks about a takeoff that run_takeoff started, e.g. "Is the takeoff done?" or "What quantities did the takeoff find?". Do not use it to start a takeoff. A takeoff usually takes 30–120 minutes; while it runs, status is processing. Once complete, items are paginated up to 100 per page with nextCursor, and estimateId names the estimate the quantities were placed in (readable with get_estimate).

get_takeoff