> ## Documentation Index
> Fetch the complete documentation index at: https://docs.roofkit.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace y facturación

> Las herramientas MCP de RoofKit para Workspace y facturación, con su acceso, tipo y argumentos.

Esta página lista 12 herramientas. Cada herramienta aparece solo para los miembros cuyo rol concede su acceso. Las descripciones son el texto que el servidor MCP envía a los clientes de IA, en inglés.

## Get workspace profile

Get the profile of the granted workspace: company name, contact email, plan, brand color, business address, logo URL, and the company profile of proposals (license, insurance, founding year, certifications, reviews, about, terms, payment schedule, warranty and allowance defaults). Change it with roofkit.workspace.profile.update.

| Nombre de la herramienta | Acceso | Tipo |
| - | - | - |
| `roofkit.workspace.profile.get` | `workspace.read` | Lectura |

**Argumentos**

Esta herramienta no recibe argumentos.

## List workspace members

List workspace members.

| Nombre de la herramienta | Acceso | Tipo |
| - | - | - |
| `roofkit.workspace.members.list` | `members.read` | Lectura |

**Argumentos**

Esta herramienta no recibe argumentos.

## Get billing summary

Read billing summary. Checkout and portal return Stripe handoff URLs.

| Nombre de la herramienta | Acceso | Tipo |
| - | - | - |
| `roofkit.billing.summary.get` | `billing.manage` | Lectura |

**Argumentos**

Esta herramienta no recibe argumentos.

## Open ownership transfer

Return a Settings handoff URL for ownership transfer. Recent auth lives in the app.

| Nombre de la herramienta | Acceso | Tipo |
| - | - | - |
| `roofkit.ownership.transfer.handoff` | `ownership.transfer` | Enlace a la app |

**Argumentos**

Esta herramienta no recibe argumentos.

## Update workspace profile

Change the workspace profile with a partial update: company name, brand color, business address, and fields of the company profile. The server merges the update into the stored profile. A field you leave out keeps its value, reviews and warranty\_defaults merge their own fields, a list replaces the whole list, and null clears a text field. The change is live at once: sites and emails show the new name and color, and the next proposal publish copies the company profile. Read the current values with roofkit.workspace.profile.get. The logo changes in Settings at logo\_handoff\_url.

| Nombre de la herramienta | Acceso | Tipo |
| - | - | - |
| `roofkit.workspace.profile.update` | `workspace.manage` | Escritura |

**Argumentos**

**company\_name** `string`

Como máximo 80 caracteres.

**brand\_color** `string`

**business\_address** `string`

The full street address of the company. Como máximo 500 caracteres.

**company\_profile** `object`

Fields of the company profile of proposals, with the keys of company\_profile in roofkit.workspace.profile.get. price is dollars per unit.

**properties**

**license\_number** `string | null`

**insurance** `string | null`

**founded\_year** `integer | null`

**certifications** `string[]`

**reviews** `object | null`

**about** `string | null`

**terms\_text** `string | null`

**payment\_schedule** `object[]`

**home\_sale\_cancellation\_notice** `boolean`

**state\_code** `string | null`

**warranty\_defaults** `object`

**allowance\_defaults** `object[]`

## List member groups

List the member groups of the workspace: role groups first, then custom groups. Each group has its id, name, kind, role\_key, member\_count, permission levels, and whether its members read financial analytics.

| Nombre de la herramienta | Acceso | Tipo |
| - | - | - |
| `roofkit.workspace.groups.list` | `workspace.groups.manage` | Lectura |

**Argumentos**

Esta herramienta no recibe argumentos.

## List workspace invitations

List the pending invitations of the workspace that have not expired, newest first: id, email, role, expires\_at, created\_at, and last\_sent\_at. Revoke one with roofkit.workspace.invitations.revoke.

| Nombre de la herramienta | Acceso | Tipo |
| - | - | - |
| `roofkit.workspace.invitations.list` | `members.invite` | Lectura |

**Argumentos**

Esta herramienta no recibe argumentos.

## Create workspace invitation

Invite a person to the workspace with a role. RoofKit sends the invitation email to that address at once, with a join link that expires in 7 days. Confirm the email address and the role with the user first. You can grant your own role or a lower one: an Admin invites any role, a Manager invites manager, sales, or guest. A pending invitation holds a seat of the plan. An address that is already a member or already has a pending invitation answers CONFLICT. A retry with the same idempotency\_key returns the first answer and sends no second email. Returns the invitation (id, masked\_email, role, expires\_at) and email\_sent. Role changes and member removal stay in Settings: use roofkit.workspace.members.handoff.

| Nombre de la herramienta | Acceso | Tipo |
| - | - | - |
| `roofkit.workspace.invitations.create` | `members.invite` | Escritura |

**Argumentos**

**email** `string` *required*

Como máximo 254 caracteres.

**role** `string` *required*

Valores permitidos: `admin`, `manager`, `sales`, `guest`.

**idempotency\_key** `string` *required*

## Revoke workspace invitation

Revoke a pending invitation, so its join link stops working and its seat is free again. Confirm with the user first. The person gets no email. Invite the address again with roofkit.workspace.invitations.create. An invitation that is already accepted or revoked answers CONFLICT.

| Nombre de la herramienta | Acceso | Tipo |
| - | - | - |
| `roofkit.workspace.invitations.revoke` | `members.invite` | Escritura destructiva |

**Argumentos**

**invitation\_id** `string` *required*

The id from roofkit.workspace.invitations.list.

**idempotency\_key** `string` *required*

## Add group members

Add workspace members to a custom group. Ids that are already members stay as they are. Each id must be an active member of the workspace. When the group has projects, adding members needs the Permissions by team feature of the plan. Role groups follow the workspace role and refuse member changes. Only an Admin changes a group that grants financial access or raises permission levels. A group holds at most 500 members. Changes are live at once: the members gain or lose the access of the group on their next request. Returns the group with its new version, member\_user\_ids, and the ids that changed.

| Nombre de la herramienta | Acceso | Tipo |
| - | - | - |
| `roofkit.workspace.groups.members.add` | `workspace.groups.manage` | Escritura |

**Argumentos**

**group\_id** `string` *required*

The custom group id from roofkit.workspace.groups.list.

**user\_ids** `string[]` *required*

Member user ids from roofkit.workspace.members.list.

**expected\_version** `integer`

The group version you read. When it differs, the call changes nothing and answers CONFLICT.

## Remove group members

Remove members from a custom group. The members stay in the workspace. Ids that are not in the group are skipped. Role groups follow the workspace role and refuse member changes. Only an Admin changes a group that grants financial access or raises permission levels. A group holds at most 500 members. Changes are live at once: the members gain or lose the access of the group on their next request. Returns the group with its new version, member\_user\_ids, and the ids that changed.

| Nombre de la herramienta | Acceso | Tipo |
| - | - | - |
| `roofkit.workspace.groups.members.remove` | `workspace.groups.manage` | Escritura |

**Argumentos**

**group\_id** `string` *required*

The custom group id from roofkit.workspace.groups.list.

**user\_ids** `string[]` *required*

Member user ids from roofkit.workspace.members.list.

**expected\_version** `integer`

The group version you read. When it differs, the call changes nothing and answers CONFLICT.

## Open People settings

Return the Settings > People URL. A role change and the removal of a member from the workspace stay in the app.

| Nombre de la herramienta | Acceso | Tipo |
| - | - | - |
| `roofkit.workspace.members.handoff` | `members.update_role` | Enlace a la app |

**Argumentos**

Esta herramienta no recibe argumentos.


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