API Reference

Your account stats, total revenue, total clients/projects, hours tracked

Rich financial snapshot: earned/projected this month, overdue, pipeline, top clients, 12-month chart

AI-powered daily brief: 3 prioritized actions, headline, insight based on your current data

List invoices. Query: ?status=paid|sent|draft|overdue&limit=50&offset=0

Create invoice

Body: { client_id, line_items, due_date, currency, notes, time_entry_ids?, hourly_rate? }

Get single invoice with all details

Update invoice

Body: { status, due_date, notes }

Email invoice to client

Body: { to?, subject?, message? }

Overdue invoices with days_overdue — ideal for automated reminders

Bulk status update

Body: { ids[], action: mark_paid|mark_sent|mark_draft }

Clone invoice as new draft

Body: { due_date?, client_id? }

List recurring invoice templates. Query: ?active=true

Create recurring invoice

Body: { client_id, title, frequency, next_issue_date, auto_send?, line_items? }

Get single recurring invoice

Update

Body: { title, frequency, next_issue_date, is_active, auto_send }

Delete recurring invoice

List all clients

Create client

Body: { name, email?, company?, phone?, status? }

Get single client

Update client

Body: { name, email, company, phone, status, notes }

Full relationship: revenue, invoices, projects, hours, last activity

List projects. Query: ?status=active

Create project

Body: { title, client_id?, budget?, currency?, due_date?, status? }

Get single project

Update project

Body: { title, status, budget, currency, deadline }

Delete project

Health snapshot: budget vs invoiced, time tracked, milestones, tasks, days_until_deadline

List time entries. Query: ?since=2026-01-01&limit=100

Log time

Body: { start_time, end_time, description?, project_id?, is_billed? }

Get single time entry

Update time entry

Body: { description, is_billed, project_id }

Delete time entry

Aggregated time by project + daily breakdown

Start timer — auto-stops running timer first

Body: { description?, project_id? }

Stop running timer — returns completed entry with duration_seconds

List expenses. Query: ?since=2026-01-01&category=software

Create expense

Body: { description, amount, currency, category, expense_date }

Get single expense

Update expense

Body: { description, amount, category, is_billable, notes }

Delete expense

Bulk categorize

Body: { ids[], category } or { ids[], is_billable }

Bulk delete

Body: { ids[] }

List leads. Query: ?stage=contacted

Create lead

Body: { name, email?, company?, stage?, potential_value? }

Get single lead

Update lead

Body: { stage, notes, next_follow_up, potential_value }

Delete lead

List proposals. Query: ?status=sent

Get single proposal

Update proposal

Body: { status, expires_at }

List retainers. Query: ?status=active

Create retainer

Body: { name, amount, start_date, billing_cycle?, client_id?, hours_per_month? }

Get single retainer

Update retainer

Body: { status, amount, next_billing_date }

Delete retainer

List notes. Query: ?search=keyword&linked_type=client&linked_id=uuid

Create note

Body: { content, title?, color?, is_pinned?, linked_type?, linked_id? }

Get single note

Update note

Body: { content, title, color, is_pinned, tags }

Delete note

Daily tasks. Query: ?date=2026-05-07&completed=false

Create task

Body: { title, priority?, estimated_minutes?, task_date?, project_id? }

Get single task

Update task

Body: { title, is_completed, priority, notes }

Delete task

Health check — returns user_id + timestamp

One-request full snapshot: earned, overdue, tasks, active timer, milestones

Universal search. Query: ?q=keyword&types=clients,projects,invoices,leads,notes&limit=5

Export as CSV or JSON. Query: ?type=invoices|expenses|time-entries|clients|projects&format=csv|json

AI expense categorization

Body: { description } or { items: [{id?, description}] } — batch up to 10

Revenue goals. Query: ?year=2026 — includes auto-calculated progress_pct

Create goal

Body: { title, target_value, type?, period?, year?, currency? }

Get single goal

Update goal

Body: { title, target_value, current_value, is_achieved }

Delete goal

Project milestones. Query: ?project_id=uuid&completed=false

Create milestone

Body: { project_id, title, due_date?, amount? }

Get single milestone

Update milestone

Body: { title, due_date, is_completed, amount }

Delete milestone

List contracts. Query: ?status=draft|sent|signed|expired&client_id=uuid

Create contract

Body: { title, client_id?, content?, status?, expires_at? }

Get single contract (includes full content)

Update contract — auto-sets sent_at/signed_at on status change

Body: { title, content, status, expires_at }

Delete contract

Business report. Query: ?type=monthly|quarterly|annual&year=2026&month=5

List webhooks + supported_events array

Register webhook

Body: { url (HTTPS), events[] }

Get single webhook

Update webhook

Body: { url, events, is_active }

Delete webhook

Send test payload — returns { ok, status, response }