Client Tools

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list_clients

All clients with aggregated project counts.

Reads from: 04. Clients, 02. Projects

Parameters: requesting_user_slack_id

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create_client

Create a new client organisation. Owner only.

Writes to: 04. Clients

Parameters: requesting_user_slack_id, client_name

Clients are also auto-created when you create a project for a client that doesn't exist yet. The "Internal" client is auto-created when the first internal project is provisioned.

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get_client_summary

Aggregated view of a client's projects — hours, budget, and financials.

Reads from: 04. Clients, 02. Projects, 01. Time Entries, 22. Projects Master

Parameters: requesting_user_slack_id, client_name

Returns: client name, active projects, total hours logged, total hours budget, % budget used, revenue (Owner only), cost (Owner only), margin (Owner only)

Financial rollups are client-aware: "How's Nike doing?" aggregates all Nike projects (Nike Campaign, Nike Rebrand, Nike Social, etc.) into a single summary.