Businys MCP Server — 248 Tools with Risk Policies

// ALL 248 BUSINYS TOOLS

READ 133 tools

Read analyze-workout-progress Analyze a client Read aspirations What the client wants to achieve Read assess_brand_guide_completeness Analyze a brand guide for completeness. Checks which standard sections exist (Colors, Typography, Logo, Voi... Read bulk_enroll Enroll multiple students/clients in a course or program. Creates client records if they don Read claim_flash_design Mark a flash design as claimed by a client. Removes it from availability. Typically done when the client co... Read client_name Client Read current_measurements Current body measurements (weight, body fat, etc.) Read days_per_week Number of training days per week Read deduct_credit Consume one credit from a client Read design-training-program Design a multi-week training program based on client goals, experience level, and available equipment. Read duplicate_program Duplicate an existing program (useful for creating variations). Read equipment Available equipment (e.g. full gym, home dumbbells, bodyweight only) Read experience Training experience level (beginner, intermediate, advanced) Read get_asset_url Get the public or signed download URL for a specific asset. Read get_availability Get the ${persona} Read get_booking Get a single booking by ID with full details including session type. Read get_brand_guide_versions View version history for a brand guide. Each publish creates a version snapshot. Use to track changes over ... Read get_business_overview Cross-entity business snapshot: revenue (paid invoices, MRR), pipeline (open quotes/proposals, value), upco... Read get_capabilities Discover which tools, practices, and resources are available for the current API key. Returns the list of a... Read get_capacity_overview Resource and capacity overview: booked hours per week, active projects, active engagements, upcoming bookin... Read get_checkout_page Get a checkout page with its public URL and sales analytics. Read get_client Get a single client record by ID. Read get_client_history Complete cross-practice engagement history for a client: all quotes, proposals, contracts, invoices, bookin... Read get_client_lifetime_value Strategic metrics for a client: total lifetime revenue, average deal size, monthly value, engagement durati... Read get_contract Get a single contract by ID with clauses and signature details. Read get_credit_balance Get remaining credits for a client across all active packs, with expiry dates and per-pack breakdown. Read get_custom_domain_status Check DNS verification status for a configured custom domain. Returns whether CNAME and SSL are properly se... Read get_delivery Get a single delivery by ID, including all files. Read get_delivery_approval_status Check if a client has approved or left feedback on a delivery. Returns approval status and any comments. Read get_engagement Get a consulting engagement by ID with full details. Read get_exercise Get a single exercise by ID. Read get_gear_item Get a single gear item by ID with full details. Read get_gear_summary Get a depreciation and value summary of all active gear. Returns total annual depreciation, current value, ... Read get_goal Get a single goal by ID. Read get_invoice Get a single invoice by ID with line items and totals. Read get_lead Get a single lead by ID with full details including AI response. Read get_manifest Returns the full capability manifest for this server, including tool groups, resources, and prompts. Read get_master_schedule Unified calendar view across all practices: bookings, sessions, and invoice due dates in chronological orde... Read get_measurement Get a single measurement by ID. Read get_media_kit Get the publisher Read get_nexus_status Check sales tax nexus status across US states. Shows revenue and transaction counts per state, flagging sta... Read get_notification_preferences Get current notification preference toggles (booking reminders, payment reminders, quote follow-ups, etc.). Read get_nurture_status Get the automated nurture email sequence status for leads. Shows pending, sent, failed, and skipped emails.... Read get_organization Get the current organization Read get_personal_record Get a single personal record by ID. Read get_profile_page Get the ${persona} Read get_program Get a single program by ID with all days and exercises. Read get_proposal_feedback Get client feedback/comments on a design proposal. Use to understand revision requests. Read get_rate_analysis Get the latest rate analysis \u2014 effective hourly rate, per-word rate, revenue by content type, and util... Read get_revenue_summary Revenue breakdown by period, type, and practice. Includes MRR from recurring billing, checkout revenue, and... Read get_sub_profile Get a sub-profile with all details. Read get_subscription_status Get the current subscription status, plan tier, and feature limits for the authenticated ${persona}. Read get_tech_stack Get the developer Read get_time_summary Summary of time logged: total hours, billable hours, effective hourly rate, and hours by engagement. Read get_workout Get a single workout by ID with all set logs and exercise names. Read global_search Search across all entity types: clients, leads, quotes, proposals, contracts, invoices, projects, bookings,... Read goal Primary training goal (e.g. strength, hypertrophy, fat loss, endurance) Read goals Client Read injuries Any injuries or limitations to work around Read join_waitlist Join the waitlist for a fully booked group session. Client will be auto-promoted when a spot opens. Read link_booking_to_sub_profile Associate a booking with a specific sub-profile (e.g., groom a specific pet, tutor a specific student). Read list_ad_inventory List available ad slots across upcoming newsletter issues. Shows booked vs. available inventory by date and... Read list_aftercare_templates List aftercare instruction templates. Each template contains healing instructions, warning signs, and care ... Read list_ai_audits List AI audit reports. Each audit evaluates a client Read list_ai_consulting_engagements List AI consulting engagements with stage (discovery, audit, proposal, implementation, optimization, comple... Read list_api_keys List all active API keys for the authenticated ${persona}. Read list_assets List uploaded files, optionally filtered by entity type and ID. Returns asset metadata and URLs. Read list_automation_history Execution log showing what triggered, what actions ran, and success/failure status. Read list_automation_templates Pre-built automation templates you can activate with one click. Includes: auto-convert quotes to projects, ... Read list_automations View all configured automation rules. Read list_blackouts List all blackout dates for the ${persona}. Read list_bookings List all bookings for the authenticated ${persona}. Returns bookings with session type details. Read list_brand_deals List YouTube brand deals. Filter by stage (lead, pitched, negotiating, contracted, filming, delivered, post... Read list_campaign_deliverables List campaign deliverables for YouTube brand deals. Filter by status (not_started, scripting, filming, edit... Read list_capacity_overrides List capacity overrides, optionally filtered by session type and date range. Read list_checkout_pages List all checkout pages with sales stats (count and revenue). Read list_clients List all clients in the ${persona} Read list_compliance_logs List compliance/bio-safety logs. Filterable by type (sterilization, needle_batch, ink_usage, sanitization) ... Read list_content_deliverables List content deliverables with status (draft, in_review, revision, approved, published). Track blog posts, ... Read list_contracts List all contracts for the authenticated ${persona}. Use query params to filter by archived status. Read list_credit_history Transaction log for a credit pack: credits used, expired, makeup credits granted. Read list_credit_packs All credit packs for a client (active, depleted, expired, cancelled). Read list_deliverables List deliverables for an engagement. Status: not_started \u2192 in_progress \u2192 in_review \u2192 deliver... Read list_deliveries List all file deliveries. Returns deliveries with nested file metadata. Read list_delivery_files List files attached to a delivery (design versions, assets). Each file represents a version of the delivera... Read list_dormant_clients Find clients with no activity (bookings, invoices) in the specified period. These are candidates for re-eng... Read list_engagements List consulting engagements with status, type, and client info. Read list_episode_ads List episode ad placements with sponsor, placement type (pre-roll, mid-roll, post-roll), and delivery status. Read list_exercises List all exercises (seed + custom). Filter by muscle group, equipment, or category. Read list_expenses List business expenses with optional category filter and period. Includes summary totals, deductible amount... Read list_flash_designs List available flash (pre-drawn) tattoo designs. Filter to unclaimed only for client selection. Read list_gear List all gear items in the photographer Read list_goals List all fitness goals. Read list_implementations List AI implementation items \u2014 individual tasks within an engagement (model selection, data pipeline, ... Read list_invitations List all pending invitations for the current organization. Read list_invoices List all invoices for the authenticated ${persona}. Use query params to filter by archived status. Read list_leads List all leads for the authenticated ${persona}. Returns leads with status, source, and AI response. Read list_measurements List all body measurements, most recent first. Read list_members List all members of the current organization with roles. Read list_personal_records List all personal records (PRs), most recent first. Read list_portal_users List clients who have been sent portal links, with their last access timestamp. Use to see who currently ha... Read list_programs List all training programs. Use template=true to list only templates. Read list_project_milestones List project milestones with status (not_started, in_progress, in_review, completed, blocked). Track softwa... Read list_recurring_billing List recurring billing arrangements, optionally filtered by status or client. Read list_resources List all booking resources for the organization. Read list_retainers List active retainer trackers. Shows deliverable/hour usage against limits, billing period, and client deta... Read list_review_candidates Find clients with recent paid invoices who are good candidates for review/testimonial requests. Returns cli... Read list_session_types List all session types (bookable services) for the ${persona}. Read list_sow_documents List Statements of Work. Each SOW defines scope, timeline, milestones, and payment terms for a development ... Read list_sponsor_deals List sponsor deals. Filter by stage (lead, pitched, negotiating, booked, live, completed, lost) and practic... Read list_sub_profiles List sub-profiles for a client or across all clients. Filter by type (pet, student, property, etc.). Read list_time_entries List time entries for an engagement or across all engagements. Read list_transactions Unified history of all money movement: invoice payments, checkout purchases, recurring charges, refunds, an... Read list_user_organizations List all organizations the current user belongs to, with their role in each. Read list_waitlist List waitlist entries, optionally filtered by session type and slot. Read list_workout_sets List all sets for a specific workout. Read list_workouts List all workout logs, most recent first. Includes set logs. Read log_expense Log a business expense for tax deductions and P&L tracking. Categories: hosting, software, domains, insuran... Read log_ink_usage Log ink usage for a tattoo session. Links ink brand, color, and lot number to a specific client for allergi... Read log_needle_batch Log a needle batch opening for traceability. Record manufacturer, lot number, expiry, and quantity. Read log_sterilization_cycle Log an autoclave sterilization cycle for health department compliance. Record load contents, spore test res... Read log_time_entry Log time worked on an engagement. Specify hours, description, and whether it Read pause_recurring_billing Temporarily pause recurring charges. Can be resumed later. Read recommend-exercises Recommend exercises for a specific muscle group, goal, or training scenario. Read sign_contract Sign a contract as the photographer. Adds the photographer Read skip_nurture Skip all remaining pending nurture emails for a lead. Use when a lead has already been contacted directly. Read target Target muscle group or movement pattern Read timeline Desired timeline Read training_history Brief training background Read web_extract Extract the readable content from any public URL and return it as clean markdown. Use this to read a client Read web_search Search the web and return relevant results with titles, URLs, and content snippets. Use this to look up cur... Read weeks Program duration in weeks Read workout_data JSON array of recent workouts with sets

WRITE 90 tools

Write activate_template Activate a pre-built automation template. Creates a copy as an active automation on your account. Write add_gear_item Add a new gear item to the photographer Write add_makeup_credit Grant a replacement credit for a cancelled session. No additional charge \u2014 increases remaining credits... Write add_workout_set Add a new set to an existing workout. Write ai_generate_brand_content AI-powered brand content generation. Generates brand stories, usage rules, voice guidelines, or section con... Write ai_generate_program AI-powered program generation. Describe client goals, fitness level, available equipment, and session frequ... Write ai_suggest_progressive_overload AI-powered progressive overload suggestions. Analyzes recent workout history and suggests weight/rep/set in... Write archive_delivery Soft-archive a delivery. Does not delete files from Google Drive. Write bulk_create_clients Create multiple clients in one call (max 100). Returns per-item results with success/failure. Useful for im... Write bulk_send_notification Send a notification to a filtered group of clients. Supports filter by practice, status, or explicit client... Write bulk_update_status Batch status change on multiple entities (e.g., archive completed projects, mark invoices sent). Write complete_and_invoice_milestone Mark a consulting deliverable as delivered and auto-create a draft invoice for the milestone. Combines stat... Write convert_booking_to_invoice Generate an invoice from a completed booking. Pre-fills client info and line items from the session type an... Write convert_lead_to_client Promote a qualified lead to a full client record. If a client with the same email already exists, links to ... Write convert_proposal_to_contract Generate a contract from an accepted proposal. Pre-fills client info, title, and scope from the proposal. Write convert_proposal_to_project Convert an accepted proposal into a design project. Carries over client info, title, and scope. The proposa... Write create_aftercare_template Create a reusable aftercare instruction template for post-session client care. Write create_api_key Create a new API key. Returns the raw key once \u2014 store it securely. Requires paid subscription. Write create_automation Create an event-driven automation rule. When the trigger event fires, the actions execute automatically. Ex... Write create_blackout Create a new blackout date range when unavailable. Write create_brand_deal Create a new YouTube brand deal. Track brand partnerships from initial outreach through content delivery an... Write create_brand_guide_from_template Create a brand guide by cloning an existing guide as a template. Pre-populates all sections (Colors, Logo, ... Write create_checkout_page Create a buy-now page for instant purchases (courses, flash tattoos, digital products, workshop tickets). R... Write create_client Add a new client to the ${persona} Write create_contract Create a new contract (draft \u2014 not visible to client until sent or signed). Returns the new contract I... Write create_credit_pack Create a prepaid credit pack for a client (e.g., Write create_deliverable Add a deliverable to an engagement with title, description, and due date. Write create_delivery Create a new file delivery (draft \u2014 not visible to client until sent via send_delivery). Requires a pa... Write create_design_moodboard Create a moodboard by duplicating an intake form as a visual reference collection. Attach image URLs and no... Write create_engagement Create a new consulting engagement. Supports types: advisory, implementation, assessment, strategy, trainin... Write create_exercise Create a custom exercise. Requires a name. Write create_flash_design Add a flash design to the portfolio with a price. Flash designs are one-and-done \u2014 once claimed by a c... Write create_follow_up_booking Schedule a follow-up session linked to a parent booking (e.g., tattoo touch-up, massage follow-up, coaching... Write create_goal Create a new fitness goal. Write create_invoice Create a new invoice (draft \u2014 not visible to client until sent). Returns the new invoice ID, number, a... Write create_lead Manually add a lead from a DM, referral, walk-in, phone call, or networking event. The lead enters the pipe... Write create_measurement Log a new body measurement entry. Write create_personal_record Log a new personal record. Write create_program Create a new training program with days and exercises. Write create_proposal_from_intake Create a proposal pre-populated from intake form responses. Extracts client info, project details, and requ... Write create_recurring_billing Set up auto-recurring billing for a client (monthly retainer, unlimited membership, subscription). Creates ... Write create_resource Create a shared booking resource (e.g. chairs, rooms, courts) that constrains concurrent bookings. Write create_session_type Create a new bookable session type for the ${persona}. Write create_sponsor_deal Create a new sponsor deal in the pipeline. Track brand sponsorships from initial lead through negotiation t... Write create_sub_profile Create a sub-profile under a client \u2014 a pet, student, property, family member, or vehicle. Store servi... Write create_workout Log a new workout. Optionally include sets inline. Write export_account Export all account data as a ZIP file containing JSON data and uploaded assets. Write export_client_data Export all data for a specific client: quotes, contracts, invoices, bookings, deliveries, and projects. Ret... Write export_goals Export all goals as CSV. Write export_leads Export all leads as CSV or JSON. Requires paid subscription. Write export_measurements Export all measurements as CSV. Write export_personal_records Export all personal records as CSV. Write export_programs Export all programs as CSV. Write export_workouts Export all workouts as CSV. Write import_csv Import clients, bookings, or expenses from CSV data. Auto-detects columns or accepts explicit mapping. Retu... Write invite_member Send an email invitation to join the organization. Owner only. Write resume_recurring_billing Resume a paused recurring billing arrangement. Write send_aftercare Send aftercare instructions to a client after a session. Uses a template or custom instructions. Triggers e... Write send_delivery Send a delivery to the client (transitions status from draft \u2192 sent). Generates a public URL and email... Write send_delivery_for_approval Send a design delivery to the client for approval. The client can approve or leave feedback via the public ... Write send_portal_link Send a client portal access link via email. Side effect: sends portal access email to client. Write set_capacity_override Override max attendees for a specific session date+time (e.g. outdoor class with more space). Write set_custom_domain Configure a custom domain for your public-facing pages (e.g., clients.mybusiness.com). The client adds a CN... Write set_notification_preference Update a single notification preference toggle. Valid keys: booking_reminders, payment_reminders, quote_rem... Write set-fitness-goals Help a client set SMART fitness goals based on their current measurements and training history. Write switch_organization Switch the active organization context. Affects all subsequent API calls. Write update_automation Update an automation rule (name, actions, active status). Write update_availability Update the ${persona} Write update_checkout_page Update a checkout page (title, price, description, active status). Write update_client Update an existing client Write update_contract Update a contract Write update_deliverable_status Update a deliverable Write update_delivery Update delivery metadata (title, client info, message, status). Write update_engagement Update a consulting engagement (status, dates, rates, etc.). Write update_exercise Update a custom exercise. Only custom exercises can be edited. Write update_gear_item Update an existing gear item. Can change any field including retiring the item. Write update_goal Update a goal Write update_invoice Update an invoice Write update_lead_status Update a lead Write update_measurement Update an existing measurement entry. Write update_member_role Change a member Write update_organization Update organization settings (name, billing email, logo, brand color). Owner only. Write update_personal_record Update a personal record. Write update_profile_page Update the ${persona} Write update_program Update a program Write update_session_type Update an existing session type Write update_sub_profile Update a sub-profile Write update_workout Update a workout Write update_workout_set Update an existing set on a workout. Write upload_asset Upload a file (image, PDF, video) and attach it to an entity (gallery, brand guide, lesson, flash design, p...

DESTRUCTIVE 21 tools

FINANCIAL 4 tools

Financial create_deposit_invoice Create an invoice with a deposit requirement. The deposit can be marked as non-refundable (forfeited on can... Financial forfeit_deposit Mark a deposit as forfeited due to no-show or late cancellation. Updates the invoice and logs a transaction. Financial process_refund Issue a Stripe refund for a payment. Can be partial or full amount. Financial sell_credit_pack Process payment for a credit pack via Stripe Checkout.

// FAQ

How many tools does the Businys MCP server have? +

The Businys MCP server exposes 248 tools across 4 categories: Read, Write, Destructive, Financial.

How do I enforce policies on Businys tools? +

Route the Businys server through the PolicyLayer gateway. Define allow, deny, or approval rules per tool in the dashboard — they are enforced on every call before it reaches the server.

What risk categories do Businys tools fall into? +

Businys tools are categorised as Read (133), Write (90), Destructive (21), Financial (4). Each category has a recommended default policy.

BUSINYS TOOLS

Let agents act without letting them run wild.