pro-workflow

name

pro-workflow

description

ProWorkflow is a project, task, and time management platform that provides project planning, resource allocation, time tracking, cost tracking, invoicing, and reporting tools, allowing teams to manage workflows, collaborate in real time, and deliver client work efficiently. Read and write ProWorkflow data through One: projects, contacts, projectitems, quotes, invoices, invoiceitems and more, 403 actions with real parameter documentation. Use whenever the user asks to look something up in ProWorkflow, create or update a record there, or build code against the ProWorkflow API.

ProWorkflow through One

ProWorkflow is a project, task, and time management platform that provides project planning, resource allocation, time tracking, cost tracking, invoicing, and reporting tools, allowing teams to manage workflows, collaborate in real time, and deliver client work efficiently.

One exposes ProWorkflow through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform pro-workflow if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm ProWorkflow is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real ProWorkflow account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Projects

Action	Method	Path	Action id
Check Project Access for a Contact	GET	/api/v4/projects/{{projectid}}/access/{{contactid}}	conn_mod_def::GMiJwUzHHZI::DktELGk9SaWUwSUYu74Dug
Get a Project	GET	/api/v4/projects/{{projectid}}	conn_mod_def::GMiJxE3y78o::Ab01376YSS6bJWTGDBHhpw
Get Overdue Projects	GET	/api/v4/projects/overdue	conn_mod_def::GMiJxH2-KiA::cLjmvDq1Ts-ak3tAJYqnDA
List a Company's Projects	GET	/api/v4/companies/{{companyid}}/projects	conn_mod_def::GMiJsa0Rst8::qUh3B0HTQTeO_zkQOds_UA
List Projects	GET	/api/v4/projects	conn_mod_def::GMiJyD5X_nk::xfxUJxLRT4WbFRmK5DvluQ
Add Tags to Projects	POST	/api/v4/projects/tags	conn_mod_def::GMiJwElPdq0::U3lv5ZVnT82mIm6onhsSJQ
Adjust Project Dates	PUT	/api/v4/projects/{{projectid}}/adjustdates	conn_mod_def::GMiJwE3Xc3E::rXrgrHTQSrORrIu4eh28lQ
Bulk Adjust Project Dates	PUT	/api/v4/projects/adjustdates	conn_mod_def::GMiJwEVG_WQ::utJI7QV1TYmXl9cqQbX90w
Bulk Delete Projects	DELETE	/api/v4/projects	conn_mod_def::GMiJwMBEq20::vpzsVCTwTl-ZhaaR4N-x0Q
Bulk Update Projects	PUT	/api/v4/projects	conn_mod_def::GMiJwWdHvFQ::3MXMfeDDRO2R3NJUQMpOAw
Clone a Project	POST	/api/v4/projects/{{projectid}}/clone	conn_mod_def::GMiJwWcog_g::0XoNwE8QQsimpJ5FIpXEJw
Complete a Project	PUT	/api/v4/projects/{{projectid}}/complete

14 more Projects actions are available through search.

Contacts

Action	Method	Path	Action id
Get a Contact	GET	/api/v4/contacts/{{contactid}}	conn_mod_def::GMiJtEqjzvg::tG8JYH58SICYoQg3p1x-GA
Get a Contact's Teams & Groups	GET	/api/v4/contacts/{{contactid}}/groups	conn_mod_def::GMiJtNa7vYE::5Xl12MwJTrydZmp6Njk1hA
Get Contacts for a Company	GET	/api/v4/companies/{{companyId}}/contacts	conn_mod_def::GMiJtO2CEb0::YR879lOxQ86p9_sRMSmsCg
Get Items for a Contact	GET	/api/v4/contacts/{{contactId}}/items	conn_mod_def::GMiJtQuC5dQ::hjkHutpASQSF3EXcBSodJQ
List a Contact's Tags	GET	/api/v4/contacts/{{contactid}}/tags	conn_mod_def::GMiJtYw3OiU::3wfeSvbUQQ6kCHM_xrsT9g
List Client Contacts	GET	/api/v4/contacts/client	conn_mod_def::GMiJs8G4PXA::wJKnDduEQgWJkvumgqQ2ag
List Contacts	GET	/api/v4/contacts	conn_mod_def::GMiJtPfpH_4::DpPzWyl0TIqZzgfsFZ-dlw
Add a Contact to Projects	PUT	/api/v4/contacts/{{contactid}}/projects	conn_mod_def::GMiJsqmMwCI::mBJDI1QJRQi-GMftprepcg
Add Groups to Contacts	POST	/api/v4/contacts/groups	conn_mod_def::GMiJsqqZ-Z8::uB8l9o4hSU6WNuefHhA3DA
Add Roles to a Contact	POST	/api/v4/contacts/{{contactid}}/roles	conn_mod_def::GMiJsqTSWL4::avnbwua8QlW7zs6UAZ9TXQ
Add Tags to Contacts	POST	/api/v4/contacts/tags	conn_mod_def::GMiJsxIe4r4::7rXLjlT6RmWZyxPNM1cCUA
Assign Contact to Items	POST	/api/v4/contacts/{{contactid}}/items

14 more Contacts actions are available through search.

ProjectItems

Action	Method	Path	Action id
Get a Project Item	GET	/api/v4/projects/{{projectId}}/items/{{itemId}}	conn_mod_def::GMiJxQiT2Eo::jdjn3nGAScKzjxcDrpt4Yw
Get a Project Item by ID	GET	/api/v4/projects/items/{{itemid}}	conn_mod_def::GMiJxOLgKeg::rspkuggRTcuGxO7FqogrdQ
List a Project's Items	GET	/api/v4/projects/{{projectId}}/items	conn_mod_def::GMiJxcl9nvs::dURUsUhoTf-wyK9XBmN1OQ
List Project Items	GET	/api/v4/projects/items	conn_mod_def::GMiJxbqRulk::7kAARJYrTRG_NDzdxD_Y7A
Add Contacts to Project Items	POST	/api/v4/projects/items/contacts	conn_mod_def::GMiJv7eM5Hw::BL5lyUZ5TbGzW-uWSggkcQ
Add Tags to Project Items	POST	/api/v4/projects/items/tags	conn_mod_def::GMiJwEVmg64::kKlA27kkSCuC5JlDKiKIuA
Add Tracking Options to Project Items	POST	/api/v4/projects/items/tracking	conn_mod_def::GMiJwFJGSQw::JEPPbQJMRZK_o189mQ313A
Bulk Update Project Item Work Stage	PUT	/api/v4/projects/items/workstage	conn_mod_def::GMiJwLq0D2g::J_-Zm7sdTni1prxkQr2khw
Bulk Update Project Items	PUT	/api/v4/projects/items	conn_mod_def::GMiJwMMpCzY::8FMxU9QTQsaMfSU9epMhEw
Clone Project Items	POST	/api/v4/projects/items/clone	conn_mod_def::GMiJwUofzbQ::CozgNa4iTj-2EcHlykswSA
Complete Project Items	PUT	/api/v4/projects/items/complete	conn_mod_def::GMiJwT_IGuo::HBpXdBYNSkuM8vCODWfpEQ
Create a Project Item	POST

10 more ProjectItems actions are available through search.

Quotes

Action	Method	Path	Action id
Get a Quote by ID	GET	/api/v4/quotes/{{quoteId}}	conn_mod_def::GMiJzPgZNvc::EHjT-169Qx2xZyGJpgDXXA
Get a Quote Item	GET	/api/v4/quotes/{{quoteid}}/items/{{itemid}}	conn_mod_def::GMiJzX2bHiM::WS6rE9fDQ82E0DZUn_nvXA
List a Company's Quotes	GET	/api/v4/companies/{{companyId}}/quotes	conn_mod_def::GMiJsZwQHec::4nykytymSFCHjKtiiCy9WA
List a Quote's Phases	GET	/api/v4/quotes/{{quoteid}}/phases	conn_mod_def::GMiJzlE2cIc::AuIi0_opTxe0ui_6KP-GHw
List Quotes	GET	/api/v4/quotes	conn_mod_def::GMiJzorMx4o::vft-2eEyT4Wy5WHGsyOa9w
Bulk Delete Quotes	DELETE	/api/v4/quotes	conn_mod_def::GMiJy1zDkDg::JQcLnTqnRjKK1Dox82JSMQ
Bulk Update Quotes	PUT	/api/v4/quotes	conn_mod_def::GMiJy2v8Z8g::Mpf7WnvzTqe7wMWfb8rs9Q
Clone a Quote	POST	/api/v4/quotes/{{quoteid}}/clone	conn_mod_def::GMiJy-crGpI::x9gmZQVBTvq2_wrMjIFJIg
Create a Quote	POST	/api/v4/quotes	conn_mod_def::GMiJy_DYTpA::k0_Xrrk1Rnm2RMlmZrtyZw
Delete a Quote	DELETE	/api/v4/quotes/{{quoteid}}	conn_mod_def::GMiJzHVMEjo::vfzcpDpgS-GsZvR7mtEwzg
Delete a Quote Item	DELETE	/api/v4/quotes/{{quoteid}}/items/{{itemid}}	conn_mod_def::GMiJzICVIt8::4pMfiGFRQTG_QTJIAr02Yw
Delete a Quote Item	DELETE	/api/v4/quotes/items/{{itemid}}	conn_mod_def::GMiJzIUuPao::8VRQbPbLQtutz3CA-P-WBw

7 more Quotes actions are available through search.

Invoices

Action	Method	Path	Action id
Get an Invoice	GET	/api/v4/invoices/{{invoiceid}}	conn_mod_def::GMiJurls-l4::NVXgoaNCTdmsUcrP5-nS5w
Get Overdue Invoices	GET	/api/v4/invoices/overdue	conn_mod_def::GMiJvIE2PTE::60WeaPUDROmnj97XXN2YUg
List Invoices	GET	/api/v4/invoices	conn_mod_def::GMiJvK8Tud0::MjrK2v7IS1GTDj2axRBzvA
List Invoices for a Company	GET	/api/v4/companies/{{companyId}}/invoices	conn_mod_def::GMiJsOPCQY8::Q1MQzeTtRU6sR_eITJncTA
Bulk Adjust Invoice Phase Dates	PUT	/api/v4/invoices/phases/adjustdates	conn_mod_def::GMiJuPEB3NA::s1X58ceITHit7zuRJ-BDjA
Bulk Delete Invoices	DELETE	/api/v4/invoices	conn_mod_def::GMiJuV7gdWU::RPjK25RRTRCxX_XPlaFf9g
Clone an Invoice	POST	/api/v4/invoices/{{invoiceid}}/clone	conn_mod_def::GMiJuZ38eVo::G3gFMTCIQj2EE7KU4yAKBA
Create Invoice	POST	/api/v4/invoices	conn_mod_def::GMiJuWszktw::IAcOb43kRe2G6ie5d3Jatw
Delete an Invoice	DELETE	/api/v4/invoices/{{invoiceid}}	conn_mod_def::GMiJug75a3Q::mKgNDikGThmY7chUl0-2Tw
Reorder an Invoice	PUT	/api/v4/invoices/{{invoiceid}}/order	conn_mod_def::GMiJvReS3kA::1ZIGEfw5Qqm4P4DzIrZMPA
Update an Invoice	PUT	/api/v4/invoices/{{invoiceid}}	conn_mod_def::GMiJvUFgyOA::yAmaJfe_SW6jHXsu-0VNEQ
Update Invoice Work Stage	PUT	/api/v4/invoices/{{invoiceid}}/workstage

1 more Invoices actions are available through search.

InvoiceItems

Action	Method	Path	Action id
Get an Invoice Item	GET	/api/v4/invoices/{{invoiceid}}/items/{{itemid}}	conn_mod_def::GMiJuzfMyNk::yFfPxG-AQsy578vF6STdBw
Get an Invoice Item by ID	GET	/api/v4/invoices/items/{{itemid}}	conn_mod_def::GMiJu06F79s::ynbcWhxPTE2oc0BwcSZRUQ
Get Invoice Items	GET	/api/v4/invoices/items	conn_mod_def::GMiJu8f7UNg::wAwiXDUSRFm_bFwC53WvmQ
List an Invoice's Items	GET	/api/v4/invoices/{{invoiceId}}/items	conn_mod_def::GMiJu-d-gZg::HmQDFiVaTs-Jb-FeDH6SxQ
Bulk Update Invoice Items	PUT	/api/v4/invoices/items	conn_mod_def::GMiJuXR0IQg::HJtpeqN2SIqgwU2mCxRbMg
Create Invoice Items	POST	/api/v4/invoices/items	conn_mod_def::GMiJugNVsvc::Q1mv8ByyTJG8CaFvACjRug
Create Invoice Items for an Invoice	POST	/api/v4/invoices/{{invoiceid}}/items	conn_mod_def::GMiJulTcMPw::tN0ujF4PTPeRDS3a6ibqsQ
Delete an Invoice Item	DELETE	/api/v4/invoices/{{invoiceid}}/items/{{itemid}}	conn_mod_def::GMiJusLRMMY::61YMH3CDRGSBdOla7SLcvQ
Delete an Invoice Item	DELETE	/api/v4/invoices/items/{{itemid}}	conn_mod_def::GMiJutEXSRk::hDik72wkRGq-LetQL9o6hA
Reorder an Invoice Item	PUT	/api/v4/invoices/items/{{itemid}}/order	conn_mod_def::GMiJvRhYzLo::sg4VZQPyQ7GbL4GpSvvJRQ
Update an Invoice Item	PUT	/api/v4/invoices/items/{{itemid}}	conn_mod_def::GMiJvSRRTQE::-qbh5DchQKSF7R1xNjLS3Q
Update an Invoice Item	PUT

Files

Action	Method	Path	Action id
Download a File	GET	/api/v4/files/{{fileid}}/download	conn_mod_def::GMiJt9jRHP4::hiL_13M2RoOi6NA-6S2FQg
Download Files as ZIP	GET	/api/v4/files/download	conn_mod_def::GMiJt-2urrM::QQJsfY2BQtq-b7tfaAGYGQ
Get a File	GET	/api/v4/files/{{fileid}}	conn_mod_def::GMiJt9Nxe8M::VptekqrJRYCM66JNN-BTCQ
List a Company's Files	GET	/api/v4/companies/{{companyId}}/files	conn_mod_def::GMiJsAh9tI0::bJR1ZQdPSxGtCFkh3GIiRw
List Files	GET	/api/v4/files	conn_mod_def::GMiJuA9mp6o::-Nk52pCoRlilexeKfm0kGw
Public Download File	GET	/api/v4/{{accountname}}/api/v4/files/public/{{fileid}}/{{token}}	conn_mod_def::GMiJuHMeNFU::V4enjWmTRqClgbAd6rWvQg
Delete a File	DELETE	/api/v4/files/{{fileid}}	conn_mod_def::GMiJt21dT2c::Yl4meHicQGCZS_1JWiFzAw
Delete Files	DELETE	/api/v4/files	conn_mod_def::GMiJt9iOkT4::QXMeK7ekS06Y7YrNyiXIfg
Move Files	PUT	/api/v4/files/move	conn_mod_def::GMiJuHKTTyc::c-vqPKQJS0mU1t0pCA1gVw
Upload a File to a Company	POST	/api/v4/companies/{{companyid}}/files	conn_mod_def::GMiJsqksXr4::X3A13zxYSm6DYYcZTyAVYg
Upload File to a Folder	POST	/api/v4/files/folders/{{folderid}}/files	conn_mod_def::GMiJuORQ0nI::QLG0ChsSSYKIoYEMv-idtA

InvoicePhases

Action	Method	Path	Action id
Get an Invoice Phase	GET	/api/v4/invoices/{{invoiceid}}/phases/{{phaseid}}	conn_mod_def::GMiJu7jDBL4::I8Fcd5aoR2KeqHB7atBReQ
Get an Invoice Phase by ID	GET	/api/v4/invoices/phases/{{phaseid}}	conn_mod_def::GMiJu78lEH0::XJ0rT4ilQUig29wzMkSRoA
Get Invoice Phases	GET	/api/v4/invoices/phases	conn_mod_def::GMiJu9SDWdU::ZXOwXh6yRvKawoeEnjcAPA
Get Invoice Phases	GET	/api/v4/invoices/{{invoiceid}}/phases	conn_mod_def::GMiJvGw_fdg::sDCGX9RwQ3mvDxfAYQZrsw
Bulk Update Invoice Phases	PUT	/api/v4/invoices/phases	conn_mod_def::GMiJuWkflD4::bAX89RwlS42aSw07qyELNg
Create Invoice Phases	POST	/api/v4/invoices/{{invoiceid}}/phases	conn_mod_def::GMiJugjjBvw::zSjjMaXTRdmJy1hvCbVVjQ
Create Invoice Phases	POST	/api/v4/invoices/phases	conn_mod_def::GMiJuhL05e0::GbPUwWHJSGmY-Fj6t9BQsw

4 more InvoicePhases actions are available through search.

This lists 90 of 403 actions. For anything not here, call search_one_platform_actions with platform pro-workflow. The full catalog is at https://www.withone.ai/knowledge/pro-workflow.

When a call fails

The error comes from ProWorkflow, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/pro-workflow

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.