Admin Substitute

AI-native trade business management for Australian trades. 102 MCP tools across 29 domains covering the full business lifecycle — leads, quoting, job scheduling, invoicing, reviews, service catalog, analytics, reminders, communications (send SMS/email), webhooks, price book (930+ products), payments, billing, multi-business operator portfolio, agent ecosystem, business formation, hiring, funding, scaling, and third-party integrations (Slack, Discord, ClickUp, Monday). The only trade platform with native MCP support.

Skills

• List Leads
  List leads and prospects. Returns name, phone, email, service type, status, priority, source, and timestamps. Supports filtering and cursor-based pagination. Tip: Use leads.create to add new leads, then leads.list to verify.
  leads
• Create Lead
  Create a new lead/prospect. Auto-assigns to the authenticated company. Source defaults to "mcp" if not specified.
  leads
• Update Lead
  Update an existing lead. Pass the lead ID and any fields to change. Only provided fields are updated.
  leads
• List Quotes
  List quotes with line items, totals, status, and linked lead info. Supports filtering by status and cursor-based pagination. Tip: Create quotes with quotes.create (requires a lead_id from leads.create or leads.list first).
  quotes
• Create Quote
  Create a quote for a lead. Provide line items with description, quantity, unitPrice, and total. Created in Draft status. Requires: lead_id from leads.list or leads.create. Next step: quotes.send to deliver to client.
  quotes
• Update Quote
  Update a quote's status, line items, or total. Use to progress quotes through the pipeline.
  quotes
• Send Quote to Client
  Generate a shareable link for a quote and optionally send it to the client via SMS and/or email. Marks the quote as Sent. Returns the public URL clients can view and accept.
  quotes
• AI Price Suggestion
  AI-powered pricing intelligence. Analyses the 930+ item supplier catalog, company price book, and historical quotes to suggest optimal pricing with detailed reasoning. Returns line items, adjustments (urgency/complexity/location), market context, and confidence scores. ACCC-compliant: suggestions only, human decides final price. Requires Growth+ plan.
  quotes
• List Jobs
  List jobs with status, scheduled dates, technician assignment, and invoice info. Includes linked lead and quote data. Supports cursor-based pagination.
  jobs
• Create Job
  Schedule a job for a lead. Optionally link to a quote and assign a technician. Status is auto-set to "Scheduled" if a date is provided, otherwise "Quoted". Requires: lead_id from leads.list. Next steps: jobs.update → jobs.complete → invoicing.generate.
  jobs
• Update Job
  Update job status, schedule, notes, or technician. Progress jobs through the pipeline: Scheduled → In Progress → Completed.
  jobs
• Complete Job
  Mark a job as completed. Optionally record satisfaction rating and trigger an automatic review request. This is the recommended end-of-job action. Requires: job_id from jobs.list. Next steps: invoicing.generate → payments.send_link → reviews.request.
  jobs
• Send On My Way
  Send an "on my way" notification to the client via SMS and/or email with an optional ETA. Improves customer experience and reduces no-shows.
  jobs
• Generate Invoice
  Generate an invoice for a completed job. If Stripe Connect is active, automatically creates a payment link. Returns invoice number, total, and payment URL. Requires: job_id from jobs.list (job must be status=Completed). Next step: payments.send_link if needed.
  invoicing
• Send Review Request
  Send a review request to a client after a completed job. Sends via email and optionally SMS with links to configured review platforms (Google, Hipages, etc). Requires: job_id from a completed job. Tip: reviews.platforms lists configured review URLs.
  reviews
• List Review Platforms
  List configured review platforms (Google, Hipages, Facebook, etc) with their URLs. Useful for knowing where to direct review requests.
  reviews
• List Subcontractors
  List registered subcontractors in the vetted network. Filter by trade, status, or availability. Returns license, insurance, service areas, ratings, and job history.
  subcontractors
• Register Subcontractor
  Register a new subcontractor in the vetted network. Captures business details, trade license, insurance, service areas, and rates. Starts in "pending" status until verified. Requires Growth+ plan.
  subcontractors
• Dispatch to Subcontractor
  Dispatch a job to a subcontractor. Sends SMS notification and creates a dispatch record for tracking. Subcontractor must be in "active" or "verified" status. Returns dispatch details.
  subcontractors
• Verify Subcontractor
  Update a subcontractor's verification status. Use to verify (check license/insurance), activate, suspend, or deactivate. Records verification timestamp.
  subcontractors
• Generate SWMS
  Generate a site-specific SWMS (Safe Work Method Statement) compliant with WHS Regulations 2017 s.299-303 and Safe Work Australia standards. AI drafts the document with hazards, controls, PPE (with AS/NZS standards), and emergency procedures. CRITICAL: Output is an AI DRAFT only — must be reviewed and signed by a competent person before use. Requires Growth+ plan.
  compliance
• List Services
  List all services in the company catalog with prices, descriptions, and categories. Useful for accurate quoting and understanding what the business offers.
  services
• Add Service
  Add a new service to the company catalog. Include name, description, price range, and category.
  services
• Update Service
  Update an existing service in the catalog. Change price, description, or toggle active/inactive status.
  services
• Financial Summary
  Financial summary: revenue, quote volume, conversion rate, lead count, and paid invoices for a time period.
  analytics
• Business Analytics
  Detailed business analytics: conversion funnel, revenue trends, lead sources, response times, outstanding invoices, and communication stats. Requires Growth plan or above.
  analytics
• Dashboard Overview
  Quick business overview: total leads, quotes, jobs, revenue, leads this week, and chart data. Lighter and faster than full analytics.
  analytics
• Create Reminder
  Schedule a follow-up reminder. Can be linked to a lead or job. Reminders appear in the dashboard and can trigger notifications.
  reminders
• List Reminders
  List upcoming scheduled reminders, sorted by date. Includes linked lead/job info for context.
  reminders
• Message History
  View sent SMS and email message history. Filter by channel, message type, or delivery status. Useful for auditing communications.
  comms
• List Clients
  List clients — leads who have at least one job. Includes job count, quote count, and total revenue per client. Useful for identifying repeat customers.
  clients
• Check Usage
  Check current API and resource usage vs plan limits: API calls, SMS credits, email credits, LLM calls remaining.
  billing
• Billing Status
  Check subscription status, plan details, billing cycle, and feature access. Useful for understanding what the business can and cannot do on their current plan.
  billing
• List Plans
  List all available plans with pricing, features, limits, and feature flags. Public information — useful for discovering what plans exist before purchasing or upgrading.
  billing
• Create Checkout
  Create a Stripe Checkout session for upgrading or purchasing a plan. Returns a URL to present to the human operator for payment. The human completes payment in their browser.
  billing
• Billing Portal
  Get a Stripe Billing Portal URL for the human to manage their subscription — update payment methods, view invoices, change plans, or cancel. Requires an existing Stripe subscription.
  billing
• Wallet Balance
  Get the current wallet balance, lifetime stats, and recent transactions. Every MCP tool call costs credits (reads ~$0.01, writes ~$0.05). Free tools: discovery, formation, billing, wallet operations.
  wallet
• Deposit Credits
  Create a Stripe PaymentIntent to top up your wallet with credits. Returns a client_secret for completing payment via Stripe SDK. Min $5, max $10,000. Wallet is credited automatically on successful payment.
  wallet
• Transaction History
  Get detailed transaction history — deposits, deductions, transfers, refunds. Useful for cost analysis and budgeting.
  wallet
• Transfer Credits
  Transfer credits from your wallet to another company. Used for agent-to-agent settlement — e.g., paying a subcontractor agent for completed work. Max $5,000 per transfer.
  wallet
• Crypto Deposit
  Create a cryptocurrency payment to top up your wallet. Accepts USDC and USDT stablecoins. Returns a payment address and amount. Wallet is credited on blockchain confirmation via webhook.
  wallet
• Get Referral Link
  Get the company referral link and code. Share with other tradies — when they sign up via this link, the referring company earns commission. Agents can refer other agents and businesses.
  ecosystem
• Send SMS
  Send an SMS message to a phone number on behalf of the company. Requires a valid Australian mobile number. Subject to monthly SMS quota.
  comms
• Send Email
  Send an email on behalf of the company. Subject to monthly email quota. HTML body supported.
  comms
• Subscribe to Events
  Register a webhook URL to receive real-time event notifications. Events are POST-ed as JSON with HMAC-SHA256 signature in X-Webhook-Signature header. Available events: lead_created, lead_updated, quote_created, quote_accepted, job_created, job_completed, invoice_sent, payment_received.
  webhooks
• Unsubscribe from Events
  Remove a webhook subscription by ID. Stops all future event deliveries to that URL.
  webhooks
• List Webhook Subscriptions
  List all active webhook subscriptions for this company.
  webhooks
• Search Supplier Catalog
  Search the Australian supplier catalog — 930+ products from 24+ wholesalers (Reece, Bunnings, Middy's, Dulux, etc). Filter by trade, subcategory, or free-text search. Returns RRP and typical trade cost.
  pricebook
• Import Supplier Products
  Import products from the global supplier catalog into the company's own price book. Creates a company-level supplier and service catalog items. Applies default markup if specified.
  pricebook
• Generate Marketing Strategy
  AI-powered lead generation strategy engine. Analyses your trade, region, demand intelligence, and historical lead data to recommend marketing channels with estimated costs and ROI. Includes content ideas, quick wins, and seasonal tips. Requires Pro plan.
  marketing
• Generate Marketing Content
  Generate marketing content for a specific channel. Supports Google Ads, Facebook posts, SMS campaigns, email templates, Google Business posts, and website copy. Generates headline, body, CTA, and SMS-length version. Includes A/B test variations. Requires Pro plan.
  marketing
• Send Payment Link
  Generate a payment link for a job and optionally send it to the client via SMS and/or email. Requires Stripe Connect to be active on the company. Requires: job_id. Tip: Use after invoicing.generate for the smoothest flow.
  payments
• List Integration Connections
  List all active integration connections for the company. Shows provider name, status, last sync time, and supported entity types. Use this to discover what external systems are connected before pushing/pulling data.
  integrations
• Integration Connection Status
  Get detailed status for a specific integration connection, including last sync results, error logs, and supported operations. Useful for diagnosing sync failures.
  integrations
• Available Integration Providers
  List all available integration providers (not just connected ones). Shows name, category, auth type, features, and whether an adapter is implemented. Use this to help users discover what they can connect.
  integrations
• Sync Integration
  Trigger a sync operation for a specific integration connection. Pulls or pushes entities depending on the provider configuration. Requires an active connection.
  integrations
• Push Entity to Integration
  Push a specific entity (lead, job, invoice) to a connected integration. For example, push a completed job to Slack as a notification, or push an invoice to Xero. Requires an active connection with push capability for the entity type.
  integrations
• Auto-Invoice Job
  Generate and send an invoice for a completed job. Auto-pushes to connected accounting software (Xero/QuickBooks/MYOB/FreshBooks), generates Stripe payment link, and notifies the customer via SMS. Full pipeline: invoice → accounting sync → payment link → customer notification → team alert.
  workflows
• Process Lead Pipeline
  Full pipeline processing for a new lead: AI analysis → auto-quote from service catalog → job creation → Google Calendar sync → customer SMS → team Slack/Discord notification. The 'one-tap' lead processing pipeline.
  workflows
• Quote to Invoice Pipeline
  Convert an accepted quote into a full invoice pipeline: create/update job → sync invoice to accounting (Xero/QB/MYOB) → generate Stripe payment link → notify customer → alert team. Handles the entire quote-accepted → paid lifecycle.
  workflows
• Force Sync Contact
  Force-sync a lead/contact to all connected integrations (CRM, accounting, marketing, Google Sheets). Useful for retrying failed syncs or manually triggering sync for existing leads.
  workflows
• List Pending Actions
  List pending workflow actions awaiting approval (draft quotes, invoices, review requests, SMS). These are auto-generated by the workflow engine and need manual review.
  workflows
• Approve Draft Action
  Approve a pending draft action (quote, invoice, review request, SMS). The action will be executed immediately after approval.
  workflows
• Reject Draft Action
  Reject/ignore a pending draft action. The action will not be executed.
  workflows
• List Workflows
  List all workflow templates (automations) for the company with their trigger events, action types, and enabled status.
  workflows
• Toggle Workflow
  Enable or disable a workflow template.
  workflows
• Auto-File Document
  File a document to connected cloud storage (Google Drive/Dropbox) in an organised company folder structure. Auto-generates folder paths based on entity type.
  documents
• Instant Lead Response
  Send an instant SMS + optional WhatsApp follow-up to a new lead within 30 seconds. Fires branded SMS templates for Growth+ plans.
  workflows
• Smart Schedule Job
  Smart-schedule a job for a lead — auto-picks next business day, syncs to Google Calendar, generates a Calendly booking link, and sends SMS confirmation.
  workflows
• Team Notification
  Send a rich, contextual notification to all connected team channels (Slack/Discord/Teams). Auto-enriches with AI summaries and action links based on event type.
  workflows
• Google Ads Pipeline
  Process a Google Ads lead through the full zero-touch pipeline: AI summary → auto-quote → auto-schedule → SMS → team notify. Tags lead as High priority with ad campaign attribution.
  workflows
• Daily Summary
  Generate an AI-powered end-of-day business summary with today's leads, quotes, jobs, revenue, and tomorrow's schedule. Sends via SMS + team channels. Requires Starter+ plan.
  workflows
• Review Booster
  Send an automated review request SMS to a customer after job completion. Includes Google Review link and AI-suggested review text. Requires Growth+ plan with SMS automations.
  workflows
• Payment Chaser
  Auto-chase overdue invoices with escalating SMS + email reminders (friendly → firm → final). Includes Stripe payment links. Pass jobId to chase specific invoice, or omit to scan all overdue. Requires Growth+ plan.
  workflows
• Quote Follow-Up
  Follow up on unsigned/pending quotes with escalating nudge messages (up to 3 follow-ups). Pass quoteId for specific quote, or omit to scan all pending quotes past follow-up threshold. Requires Growth+ plan.
  workflows
• Upsell Engine
  AI-powered upsell/cross-sell engine. Analyzes customer job history against service catalog to suggest additional services. Can auto-generate draft quotes. Requires Pro plan.
  workflows
• Referral Program
  Manage referral program: generate referral codes for customers, send referral invites via SMS, track referral usage, and check rewards/stats. Requires Growth+ plan.
  workflows
• Switch Company
  Switch the active company context for this operator. All subsequent tool calls will execute in the new company context.
  operator
• Get Portfolio
  List all companies in the operator's portfolio with basic metrics (lead/quote/job counts).
  operator
• Get Shared Suppliers
  List all shared supplier discounts negotiated by this operator, including which companies are linked.
  operator
• Operator Dashboard
  Get unified dashboard metrics across all operator companies: YTD/MTD revenue, profit, win rates, pipeline, and revenue waterfall.
  operator
• Guided Business Setup
  RECOMMENDED ENTRY POINT — Intelligent business formation engine. Provide context about the person (trade, state, qualifications, budget, goals) and get a personalised formation plan with: (1) auto-detected pathway (licensed contractor, fresh start, or investor/operator), (2) task list split into AI-actionable vs human-required, (3) direct government portal links, (4) trade-specific insights (common first jobs, suppliers, rates, growth tips), (5) recommended next tool calls, (6) follow-up questions to ask. Call this FIRST, then use the recommended tool chain for deeper dives.
  formation
• Formation Requirements
  Get trade licensing and compliance requirements for a specific Australian state. Returns licence type, licensing body, requirements, cost estimates, renewal period, PLUS trade-specific insights (common first jobs, typical rates, key suppliers, trade associations, growth tips) and direct government portal links for the state.
  formation
• Formation Checklist
  Get a complete step-by-step business formation checklist for a specific trade and state. Includes ABN registration, GST, licensing, insurance, WHS, banking, operations setup, and client acquisition — with time estimates and costs.
  formation
• Formation Funding
  Get available Australian government grants, incentives, and funding programs for starting or growing a trade business. Filter by category: apprenticeship, small-business, export, digital, training.
  formation
• Formation Demand Hotspots
  Get trade demand hotspots across Australian regions. Returns demand scores, shortage severity, hourly rates, competition levels, growth trends, and opportunity notes. Use to advise where to start a trade business for maximum impact.
  formation
• Formation Location Score
  Calculate an opportunity score (0-100) for a specific trade + region combination. Factors in shortage severity, growth trend, hourly rates, competition level, and construction growth. Returns score breakdown and recommendation.
  formation
• Cash Flow Forecast
  30-day cash flow forecast with weekly breakdown. Shows: revenue received (last 30 days), outstanding invoices, overdue invoices (with $ amount at risk), quote pipeline value, upcoming scheduled job revenue, projected inflow/profit, average days to payment, and 4-week forward forecast. Returns value context showing exactly how much time this saved vs doing it manually in a spreadsheet. Essential for answering "Can I afford to hire?" or "How's my cash flow?"
  cashflow
• Invoice Chaser
  Find and chase overdue invoices. GET mode (no jobId): returns all overdue invoices with days overdue, chase level (friendly/firm/final), and total $ outstanding. SEND mode (with jobId + tone): sends a payment reminder via email (+ optional SMS) with 3-tier escalation — friendly (7+ days), firm (14+ days), final (30+ days). Includes Stripe payment link if connected. Each chase sent is logged and tracked for recovery metrics. The single most revenue-generating tool — 60-70% of friendly reminders result in payment within 48 hours.
  invoicing
• Invoice Recovery Tracker
  Track how much money has been recovered through auto-chase reminders. Returns total $ recovered and count of invoices that were overdue, got chased, and then got paid. This is the "proof the platform pays for itself" metric — show users exactly how much money Admin Substitute put back in their pocket.
  invoicing
• Job Profit Tracker
  Per-job profit analysis for completed jobs. Returns: total revenue, total cost, total profit, average margin %, and breakdown by service type (sorted by profit). Each service type shows revenue, cost, profit, margin %, and job count. Identifies your most and least profitable service types so you can double down on winners and fix or drop losers. The insight that separates surviving tradies from thriving ones.
  jobs
• Trade Recommendation Engine
  AI Trade Recommendation Engine — "I have $X and want to start a trade business" → ranked recommendations. Takes budget, state, goals, physical capability, risk tolerance and preferences, then scores ALL 9 trade categories across 4 factors (budget fit, time to revenue, revenue upside, barrier to entry) and returns top 5 ranked recommendations with: startup costs, licence requirements, projected Year 1 revenue (3 scenarios), break-even timeline, quick-win first actions, risks, and scalability rating. Perfect for "what trade should I start?" questions.
  formation
• 12-Month Business Simulator
  12-Month Business Simulator — financial projection engine for Australian trade businesses. Input a trade, state, startup capital, working hours, and scenario (conservative/realistic/optimistic) to get month-by-month projections including: gross revenue, all expense categories, GST collected/owing, income tax estimates, superannuation, net profit, cash balance, and milestone detection (break-even month, capacity ceiling, hire trigger). Uses real Australian 2025-26 tax brackets, 10% GST, 12% super rate, and trade-specific cost profiles. Returns year-end summary with effective hourly rate, total take-home, and ROI on startup capital.
  formation
• Lifecycle Stage Assessment
  Assess which business lifecycle stage a trade business is in (formation → survival → capacity → funding → scaling) and get readiness score for the next stage. Returns current stage, signals met/unmet, transition triggers, recommendations, and blockers.
  lifecycle
• Capacity Analysis
  Analyse a solo tradesperson's capacity utilisation and determine if they've hit the ceiling. Returns capacity score (0-100), burnout risk, estimated lost revenue from declined work, and hiring urgency level.
  hiring
• Hiring Readiness Score
  Calculate hiring readiness score across financial, operational, and systems dimensions. Recommends apprentice vs employee vs contractor vs admin-first hire based on business metrics.
  hiring
• Employment Cost Calculator
  Calculate the true cost of hiring an employee or apprentice in a specific Australian state. Includes base salary, super (12%), workers comp, payroll tax, leave provisions, tools, vehicle, and government incentives.
  hiring
• Apprentice Workflow
  Get the complete 6-step apprenticeship workflow for Australian trade businesses. Covers: finding an Apprentice Connect provider, recruitment, training contract, STP/payroll setup, government incentive claims, and onboarding.
  hiring
• Fair Work Compliance
  Get the Fair Work compliance checklist for hiring employees in Australia. Covers NES, Modern Awards, STP, superannuation, WHS, workers comp, contractor vs employee classification, and record keeping.
  hiring
• Funding Eligibility Scan
  Scan 20+ government funding programs and return which ones a specific trade business is eligible for. Includes federal grants, state programs, apprenticeship incentives, tax offsets, and digital adoption support. Returns estimated total funding available.
  funding
• Funding Program Details
  Get detailed information about a specific government funding program including full eligibility criteria, application process, tips, and relevant links.
  funding
• Scaling Readiness Score
  Assess if a trade business is ready to scale from solo/small operation to multi-crew operator mode. Evaluates financial strength, systems maturity, team capability, and market demand.
  scaling

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