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Client Tools
list_clients
All clients with aggregated project counts.
Reads from: 04. Clients, 02. Projects
Parameters: requesting_user_slack_id
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.
rename_client
Rename a client organisation. Owner only.
Writes to: 04. Clients
Parameters: requesting_user_slack_id, old_name, new_name
Projects reference their client by ID, so no project rows need to be rewritten — the new name appears everywhere automatically on the next read.
The
Internalclient is protected and cannot be renamed. A rename attempt that collides with an existing client name is rejected.
Returns: client_id, old_name, new_name, projects_affected
archive_client
Archive a client so it no longer appears in menus or as a write target. Owner only. Historical references and project data are preserved. Use unarchive_client to restore.
Writes to: 04. Clients
Parameters: requesting_user_slack_id, client_name
Hard fails (409) if any active project references the client — cancel those projects first. The
Internalclient is protected and cannot be archived.
Returns: client_id, client_name
unarchive_client
Restore an archived client so it appears in menus again. Owner only.
Writes to: 04. Clients
Parameters: requesting_user_slack_id, client_name
Returns: client_id, client_name
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.