// MCP TOOL REFERENCE

PLUTIO TOOLS

16 tools from the Plutio MCP Server, categorised by risk level.

// ALL 16 PLUTIO TOOLS

READ 12 tools

Read plutio_analyze_proposal Inspect an existing proposal Read plutio_api_reference Return a compact, machine-readable reference of every Plutio resource this server exposes — name, API path,... Read plutio_cashflow_forecast Expected incoming revenue from active subscriptions over a forecast window (default 90 days). Expands the R... Read plutio_client_360 Compound lookup: resolves a person by id/email/name, then fetches their company, active projects, all invoi... Read plutio_invoice_aging Aged unpaid-invoice report. Buckets overdue invoices by days past due (current/30-60/60-90/90+) with totals... Read plutio_list_contract_presets List contract presets shipped with this server. Each preset is a structured legal scaffold (parties, scope,... Read plutio_list_custom_fields_bundles List custom-fields bundles available for plutio_apply_custom_fields_bundle. Each bundle is a curated set of... Read plutio_list_dashboard_page_presets List dashboard-page presets shipped with the server. Each preset is a starter layout for a new page on a Pl... Read plutio_list_proposal_presets List proposal presets shipped with this server. Each preset is a reusable scaffold — line items, pricing, a... Read plutio_mrr_snapshot Recurring-revenue snapshot computed from active invoice subscriptions. Returns MRR, ARR, breakdowns by bill... Read plutio_rate_limit_status Report how many Plutio API requests this server can still make in the current hour. Useful for pacing bulk ... Read plutio_upcoming_renewals Subscriptions that will issue their next invoice within the given window (default 30 days). Sorted by date ...

WRITE 4 tools

Write plutio_apply_custom_fields_bundle Create a curated set of custom fields in your workspace in one call. Either by Write plutio_contract_from_preset Create a Plutio contract from a preset scaffold. Handles the multi-step flow transparently: POST the contra... Write plutio_create_dashboard_page_from_preset Add a new page to a Plutio role dashboard (Settings → Custom Pages → <role>) populated from a preset scaffo... Write plutio_proposal_from_preset Create a fully-populated proposal in Plutio from a preset scaffold. Handles the multi-step flow transparent...

// FAQ

How many tools does the Plutio MCP server have? +

The Plutio MCP server exposes 16 tools across 2 categories: Read, Write.

How do I enforce policies on Plutio tools? +

Route the Plutio 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 Plutio tools fall into? +

Plutio tools are categorised as Read (12), Write (4). Each category has a recommended default policy.

Enforce policy on every Plutio tool call.

Start from Plutio, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

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