Skip to content

Tool Reference

All tools available in VERA, grouped by category. Every tool requires requesting_user_slack_id — this is always the Slack ID of the person sending the message, never a mentioned user's ID.


Time Tracking

ToolDescriptionPermission
log_timeRecord hours on a projectAny active user (own); Manager/Owner (others)
get_time_entriesFilter and retrieve time entriesOwner (all); Manager (own projects); User (own only)
hours_this_weekSum hours logged this weekAny
edit_entryUpdate hours or notes by entry IDOwner (any); User (own only)
delete_entryDelete entry by IDOwner (any); User (own only)

Projects

ToolDescriptionPermission
create_projectCreate a new projectOwner
delete_projectDelete project and reassign entriesOwner
rename_projectRename project across all entriesOwner
list_projectsList all projectsAny
get_project_infoFull project detailsAny (role-filtered)
get_project_statusTask-level budget status (non-retainer)Any
get_project_healthBurn rate health (retainer)Manager/Owner
get_my_projectsProjects where user is PMAny
set_project_budgetSet project hours budgetOwner
set_project_deadlineSet project deadlineOwner
get_project_tasksTasks enabled for a projectAny

Envelopes

ToolDescriptionPermission
allocate_hoursCreate an hour envelope for a personManager/Owner
update_allocationChange envelope hoursManager/Owner
cancel_allocationCancel an envelopeManager/Owner
get_allocationsList envelopes with optional filtersManager/Owner
get_my_allocationsCurrent user's active envelopesAny
get_my_assignments"What should I work on?"Any
get_project_assignmentsWho has an envelope on a projectManager/Owner
get_person_allocation_summaryAll envelopes for one personManager/Owner
get_project_allocation_summaryAll envelopes for one projectManager/Owner
get_team_availabilityRemaining hours per person across projectsManager/Owner
get_estimates_vs_actualsPlan vs. actual comparisonManager/Owner
check_capacityCan the team absorb new work?Manager/Owner
get_capacity_forecastN-week capacity outlookManager/Owner

Users

ToolDescriptionPermission
add_userCreate a new team memberOwner
list_usersAll active usersAny
update_user_roleChange a user's roleOwner
rename_userChange display nameOwner
assign_pmAssign PM and promote to ManagerOwner
deactivate_userMark user inactiveOwner
reactivate_userRestore inactive userOwner
ensure_userAuto-create if not existsInternal
list_disciplinesAll discipline categoriesAny
add_disciplineAdd a new disciplineOwner
get_project_assignmentsWho is on a projectManager/Owner

Tasks

ToolDescriptionPermission
create_taskCreate a new task typeOwner
rename_taskRename task globallyOwner
delete_taskDelete task, optionally reassignOwner
list_tasksAll task typesAny
enable_task_for_projectEnable task on a projectOwner/PM
disable_task_for_projectDisable task on a projectOwner/PM

Time Off / PTO

ToolDescriptionPermission
request_time_offSubmit a time off requestAny active user (self)
approve_time_offApprove request and log timeManager/Owner
get_my_time_offOwn time off historyAny
list_pending_ptoUnresolved requestsManager/Owner
log_sick_dayLog sick day for a userManager/Owner
log_leaveLog leave for a user (date range)Manager/Owner

Clients

ToolDescriptionPermission
list_clientsAll clientsAny
create_clientCreate a new clientOwner
get_client_summaryClient's projects and hoursAny (role-filtered)

Retainers

ToolDescriptionPermission
get_retainer_statusMonthly burn rate for a retainerManager/Owner
get_pm_retainer_summaryAll retainers for PMManager/Owner

Agile / Sprints

ToolDescriptionPermission
create_sprintNew sprint under Agile parentOwner
get_agile_summaryAll sprints for a projectAny (role-filtered)
update_sprint_statusTransition sprint planned → activeOwner

Rates & Liabilities

ToolDescriptionPermission
set_rateSet hourly cost for a personOwner
get_ratesCurrent effective ratesOwner
get_person_rate_historyAll rate history for a personOwner
create_liabilityRecord a vendor payment commitmentOwner
list_liabilitiesVendor commitmentsOwner (all); Manager (own projects)
cancel_liabilityCancel a liabilityOwner

Reports & Alerts

ToolDescriptionPermission
generate_monthly_reportPortfolio P&L for a monthOwner/Manager (role-filtered)
get_export_dataRaw export of all dataOwner
get_proactive_alertsCurrent burn/capacity alertsManager/Owner
get_unresolved_itemsOpen operational issuesManager/Owner
resolve_itemMark item resolvedManager/Owner
dismiss_itemDismiss without actionManager/Owner
get_resolution_optionsRanked resolution options for itemManager/Owner

Company Calendar

ToolDescriptionPermission
add_company_holidayAdd holiday/eventOwner
list_company_holidaysAll holidaysAny
remove_company_holidayRemove holiday by IDOwner
get_work_weekCurrent work week configAny
set_work_weekConfigure work daysOwner

Context

ToolDescriptionPermission
store_conversationAuto-called: stores exchange for 24hr contextInternal
get_conversationRetrieve recent context for userInternal

VERA by talktalkmake