MCP tools

set_active_categories

Switches cost categories on or off.

set_active_categoriesChanges your project

Turn cost categories on or off for this project (e.g. add 'cloud-hosting', drop 'machinery'). Turning a category off keeps its data but excludes it from totals. It isn't deleted. Only pass the array(s) you want to change; omit the other to leave it as-is.

Parameter	Type	Notes
projectId	string	Required.
activeCapexCategories	string[]	Optional.
activeOpexCategories	string[]	Optional.

update_overview

Changes fields of the Project Overview.

update_line_items

Replaces all rows of one cost or revenue category.