MCP server

https://api.cadae.ai/mcp — one endpoint, every Cadae tool, scoped to the caller's permissions.

Transport

Streamable HTTP (the MCP standard). The server responds to initialize, tools/list and tools/call. Unauthenticated calls get a 401 with a WWW-Authenticate header pointing at the protected-resource metadata, so clients can discover OAuth automatically.

Tools

Tools are scope-filtered: a credential sees only the tools its scopes allow.

A tool marked destructive is two-phase. The first call writes nothing and answers with a one-shot confirmToken; repeat the call with that token and the same arguments to run it. A token minted for different arguments does not authorise the call.

Tool	Scope	What	Notes
`access_events_list`	`activities.read`	Access and membership audit events	read-only
`activities_list`	`activities.read`	Portfolio audit feed	read-only
`annual_confirmation_confirm`	`phi.write`	Answer an annual property-model confirmation
`annual_confirmation_pending`	`phi.read`	The hotel's annual property-model confirmations	read-only
`applicability_overrides_list`	`phi.read`	The hotel's applicability overrides	read-only
`asset_types_list`	`projects.read`	Asset types this Portfolio can use, with their active configurable fields	read-only
`assumptions_approved`	`phi.read`	The hotel's approved assumptions for a period	read-only
`assumptions_list`	`phi.read`	The hotel's assumption needs and values	read-only
`assumptions_propose_need`	`phi.write`	Propose that an assumption is needed
`bills_address`	`phi.read`	The hotel's bill forwarding address	read-only
`bills_archive`	`phi.write`	Archive an inbound bill
`bills_attach_manually`	`phi.write`	Attach a bill to a source and a draft month by hand
`bills_confirm_match`	`phi.write`	Confirm a suggested match
`bills_decline_match`	`phi.write`	Decline a suggested match
`bills_ensure_address`	`phi.write`	Mint the hotel's bill forwarding address
`bills_get`	`phi.read`	One inbound bill and its suggested matches	read-only
`bills_list`	`phi.read`	The hotel's bill inbox	read-only
`bills_retry_extraction`	`phi.write`	Read an inbound bill again
`bills_suggestions`	`phi.read`	The suggested matches for one bill	read-only
`bills_upload`	`phi.write`	Add a finalised document to the bill inbox
`boundary_rules_approved`	`phi.read`	The hotel's boundary rules in force on a date (approved, or superseded after it)	read-only
`boundary_rules_list`	`phi.read`	The hotel's calculation-boundary rules	read-only
`boundary_rules_propose`	`phi.write`	Propose a calculation-boundary rule
`budgets_ledger`	`projects.read`	The append-only budget ledger for one hotel and budget year	read-only
`budgets_position`	`projects.read`	The delegated budget position for one hotel and budget year	read-only
`budgets_set`	`budgets.write`	Set a hotel's delegated budget for one budget year
`building_sections_remove`	`phi.write`	Remove a building section from the hotel's draft property model	destructive, needs `confirmToken`
`building_sections_upsert`	`phi.write`	Create or change a building section of the hotel's draft property model
`context_landing`	`viewer.read`	Where the signed-in user lands	read-only
`context_resolve`	`viewer.read`	Resolve and re-authorise a route context	read-only
`context_tree`	`viewer.read`	Authorised Portfolios and hotels for the switcher	read-only
`corrections_list`	`phi.read`	The hotel's correction requests and Cadae's answers	read-only
`data_gaps_acknowledge`	`phi.write`	Acknowledge a data gap
`data_gaps_list`	`phi.read`	The hotel's open data gaps	read-only
`data_sources_active`	`phi.read`	The hotel's data sources active on a date	read-only
`data_sources_close`	`phi.write`	Close a data source of the hotel
`data_sources_create`	`phi.write`	Register a data source for the hotel
`data_sources_list`	`phi.read`	The hotel's data-source register	read-only
`data_sources_replace`	`phi.write`	Replace a meter of the hotel, with its closing and opening readings
`data_sources_update`	`phi.write`	Change an active data source of the hotel
`documents_create_download_url`	`documents.read`	Mint a signed download URL for a document version	read-only
`documents_create_reference`	`documents.write`	Record reference-only evidence and link it to the record it supports
`documents_create_upload_url`	`documents.write`	Reserve a document and mint a signed upload URL
`documents_create_version`	`documents.write`	Replace a document with a new version
`documents_download`	`documents.read`	Download a document version (REST streams the file)	read-only
`documents_finalise_upload`	`documents.write`	Finalise an uploaded document version
`documents_get`	`documents.read`	One document, with its versions and links	read-only
`documents_link`	`documents.write`	Attach a document to a record
`documents_list`	`documents.read`	Documents attached to a record, or held at a scope	read-only
`documents_mark`	`documents.write`	Mark a version superseded or added in error	destructive, needs `confirmToken`
`documents_requirements_status`	`documents.read`	The document categories one of a Project's gates requires, each with whether a live document satisfies it	read-only
`documents_unlink`	`documents.write`	Detach a document from a record	destructive, needs `confirmToken`
`facility_closures_remove`	`phi.write`	Remove a closure from the hotel's draft property model	destructive, needs `confirmToken`
`facility_closures_upsert`	`phi.write`	Record or change a closure in the hotel's draft property model
`facility_presence_set`	`phi.write`	Answer whether the hotel has a facility
`facility_systems_close`	`phi.write`	Close a facility system of the hotel's draft property model
`facility_systems_link_areas`	`phi.write`	Set the usage areas a facility system serves
`facility_systems_upsert`	`phi.write`	Record or change a facility system in the hotel's draft property model
`hotel_activity`	`activities.read`	A hotel's activity	read-only
`hotel_check_name`	`hotel.write`	Would this hotel name be refused as a duplicate?	read-only
`hotel_create`	`hotel.write`	Create hotel
`hotel_get`	`hotel.read`	One hotel	read-only
`hotel_list`	`hotel.read`	Hotels I can access	read-only
`hotel_members_grant`	`members.write`	Grant hotel access
`hotel_members_list`	`members.read`	Hotel members	read-only
`hotel_members_revoke`	`members.write`	Revoke hotel access	destructive, needs `confirmToken`
`hotel_modules`	`hotel.read`	Modules enabled for a hotel	read-only
`hotel_set_lifecycle`	`hotel.write`	Set hotel lifecycle status	destructive, needs `confirmToken`
`hotel_set_primary_contact`	`members.write`	Set a hotel's primary contact
`hotel_update`	`hotel.write`	Update hotel
`invites_cancel`	`invites.write`	Cancel an invitation	destructive, needs `confirmToken`
`invites_create`	`invites.write`	Invite a member
`invites_create_batch`	`invites.write`	Invite several people
`invites_list`	`members.read`	List invitations	read-only
`invites_resend`	`invites.write`	Resend an invitation
`invites_retry_delivery`	`invites.write`	Retry a failed invitation delivery
`invites_update`	`invites.write`	Edit and resend an invitation	destructive, needs `confirmToken`
`members_list`	`members.read`	Portfolio members	read-only
`members_removal_preview`	`members.read`	Open work and assignments a removal would affect	read-only
`members_remove`	`members.write`	Remove a member from the Portfolio	destructive, needs `confirmToken`
`members_restore`	`members.write`	Restore a suspended Portfolio membership
`members_send_access_instructions`	`members.write`	Email a member their sign-in instructions
`members_suspend`	`members.write`	Suspend a Portfolio membership	destructive, needs `confirmToken`
`members_update_access`	`members.write`	Change a member's role, department or hotels
`notifications_list`	`notifications.read`	My notifications	read-only
`organisation_get`	`organisation.read`	Portfolio detail	read-only
`organisation_list`	`organisation.read`	Portfolios I can open	read-only
`organisation_update`	`organisation.write`	Update a Portfolio
`people_check_contacts`	`members.read`	Check contacts before inviting	read-only
`people_get`	`members.read`	One person's access	read-only
`people_list`	`members.read`	People and access	read-only
`people_summary`	`members.read`	People and access summary counts	read-only
`period_findings_explain`	`phi.write`	Explain a validation finding
`periods_ensure_baseline`	`phi.write`	Create the hotel's baseline reporting months
`periods_get`	`phi.read`	One reporting month	read-only
`periods_history`	`phi.read`	The input versions of one reporting month	read-only
`periods_list`	`phi.read`	The hotel's reporting months	read-only
`periods_readiness`	`phi.read`	The month's ready-to-submit checklist	read-only
`periods_request_correction`	`phi.write`	Ask Cadae to correct a locked or published month
`periods_save_draft`	`phi.write`	Save a month's draft data
`periods_submit`	`phi.write`	Submit a month to Cadae
`periods_submitted_version`	`phi.read`	The submitted input version of a month	read-only
`periods_validate`	`phi.write`	Re-run the validation catalogue over a month
`phi_contacts_for`	`phi.read`	The hotel's PHI data contacts	read-only
`phi_contacts_set`	`phi.write`	Set the hotel's PHI data contacts
`phi_dashboard_category_drivers`	`phi.read`	The hotel's largest PHI category drivers	read-only
`phi_dashboard_coverage`	`phi.read`	The hotel's PHI data coverage	read-only
`phi_dashboard_intensity`	`phi.read`	The hotel's operational intensity measures	read-only
`phi_dashboard_point_detail`	`phi.read`	One point of the PHI series, in detail	read-only
`phi_dashboard_resource_trend`	`phi.read`	One resource's monthly trend	read-only
`phi_dashboard_series`	`phi.read`	The hotel's PHI over time	read-only
`phi_dashboard_summary`	`phi.read`	The hotel dashboard's headline cards and notices	read-only
`phi_dashboard_yearly_totals`	`phi.read`	One resource's published calendar-year totals	read-only
`phi_events_archive`	`events.write`	Archive a PHI event	destructive, needs `confirmToken`
`phi_events_create`	`events.write`	Create a PHI event as a draft
`phi_events_get`	`events.read`	One PHI event	read-only
`phi_events_list`	`events.read`	PHI events I can see, filtered	read-only
`phi_events_publish`	`events.write`	Publish a PHI event
`phi_events_set_date`	`events.write`	Move a PHI event's date
`phi_events_timeline`	`events.read`	The PHI event markers for a chart	read-only
`phi_events_update`	`events.write`	Edit a PHI event
`phi_import_confirm`	`phi.write`	Apply a validated import to the hotel's drafts
`phi_import_discard`	`phi.write`	Discard a staged import
`phi_import_get`	`phi.read`	One staged import	read-only
`phi_import_mappings`	`phi.read`	A hotel's saved import source mappings	read-only
`phi_import_remap`	`phi.write`	Map several source labels to registered meters
`phi_import_resolve`	`phi.write`	Decide what to do with one staged row
`phi_import_rows`	`phi.read`	The staged rows of one import	read-only
`phi_import_stage`	`phi.write`	Open a staged import over an uploaded workbook
`phi_import_validate`	`phi.write`	Parse and classify a staged import
`phi_imports_list`	`phi.read`	A hotel's staged imports	read-only
`phi_results_breakdown`	`phi.read`	One result's category totals and intensity measures	read-only
`phi_results_carbon`	`phi.read`	One published month's CO₂ outputs	read-only
`phi_results_confidence`	`phi.read`	One result's confidence level and reason	read-only
`phi_results_correction_history`	`phi.read`	The correction history of a published window	read-only
`phi_results_cost`	`phi.read`	One published month's eligible cost and theoretical cost gap	read-only
`phi_results_for_projects`	`phi.read`	Published PHI quantities with their publication ids	read-only
`phi_results_get`	`phi.read`	One PHI publication and the windows it published	read-only
`phi_results_latest`	`phi.read`	The hotel's latest published PHI result	read-only
`phi_results_list`	`phi.read`	The hotel's published PHI results	read-only
`phi_source_selections_list`	`phi.read`	The source selections recorded for a hotel	read-only
`phi_summary_actions`	`phi.read`	The Portfolio's action progress: Savings Task buckets, Projects by stage and what completed in the period	read-only
`phi_summary_hotel_actions`	`phi.read`	A hotel's action progress: Savings Task buckets, Projects by stage and what completed in the period	read-only
`phi_summary_hotel_money`	`phi.read`	A hotel's money story: savings realised in the period, the remaining opportunity and the investment return — three figures, never added	read-only
`phi_summary_hotel_risks`	`phi.read`	A hotel's risk summary: open findings by severity, the oldest unresolved and the top types	read-only
`phi_summary_money`	`phi.read`	The Portfolio's money story: savings realised in the period, the remaining opportunity and the investment return — three figures, never added	read-only
`phi_summary_risks`	`phi.read`	The Portfolio's risk summary: open findings by severity, the oldest unresolved, the top types and the hotels affected	read-only
`phi_template`	`phi.read`	The hotel's PHI data template (REST streams the .xlsx workbook)	read-only
`portfolio_category_breakdown`	`phi.read`	The Portfolio's PHI category breakdown	read-only
`portfolio_compare_hotels`	`phi.read`	Up to five hotels side by side	read-only
`portfolio_comparison_groups`	`phi.read`	The Portfolio dashboard's four hotel comparison groups	read-only
`portfolio_confidence_breakdown`	`phi.read`	Each hotel's PHI confidence, behind the Portfolio counts	read-only
`portfolio_context_markers`	`phi.read`	The Portfolio's cohort context markers	read-only
`portfolio_data_coverage`	`phi.read`	The Portfolio's PHI data coverage	read-only
`portfolio_export_league_table`	`phi.read`	The Portfolio's hotels league table as CSV (REST streams the file)	read-only
`portfolio_intensity`	`phi.read`	The Portfolio's intensity measures, as ratios of totals	read-only
`portfolio_league_table`	`phi.read`	The Portfolio's hotels league table	read-only
`portfolio_phi_trend`	`phi.read`	PHI over time, one line per hotel	read-only
`portfolio_resource_trend`	`phi.read`	One resource's monthly totals across the Portfolio	read-only
`portfolio_summary`	`phi.read`	The Portfolio's PHI headline cards	read-only
`programmes_archive`	`projects.write`	Archive a programme label
`programmes_create`	`projects.write`	Create a programme label
`programmes_list`	`projects.read`	The Portfolio's programme labels	read-only
`programmes_update`	`projects.write`	Rename a programme or change its description
`project_adjusted_pipeline_set`	`projects.write`	Choose which Projects of an overlap group count in the adjusted pipeline
`project_assets_archive`	`projects.write`	Archive an asset record (kept, read-only)	destructive, needs `confirmToken`
`project_assets_create`	`projects.write`	Create an asset record, with its first configured answers
`project_assets_get`	`projects.read`	One asset record, with its answers and (optionally) their history	read-only
`project_assets_list`	`projects.read`	A hotel's asset records, with their configured field answers	read-only
`project_assets_set_field_values`	`projects.write`	Answer an asset record's configured fields
`project_assets_update`	`projects.write`	Change an asset record's name, location, quantity or details
`project_business_case_export`	`projects.write`	Generate a Project's business case as a PDF, filed in its Documents as Generated by Cadae — answers the export request and its state (stored, pending or failed)
`project_business_case_export_status`	`projects.read`	The state of a business-case PDF export you requested: stored (with a download URL), pending or failed	read-only
`project_business_case_get`	`projects.read`	A Project's business case: Cadae's calculated summary and the hotel team's sections	read-only
`project_business_case_mark_reviewed`	`projects.write`	Mark a Project's business-case sections reviewed against its current figures
`project_business_case_print`	`projects.read`	A Project's business case as a printable HTML document, in the hotel's language — about 350 KB, most of it the inlined typeface	read-only
`project_business_case_section_update`	`projects.write`	Write one section of a Project's business case
`project_collaborators_add`	`projects.write`	Put somebody on this Project, or change the role they hold
`project_collaborators_list`	`projects.read`	Who is on this Project, and which of the hotel's people may be added	read-only
`project_collaborators_remove`	`projects.write`	Take somebody off this Project	destructive, needs `confirmToken`
`project_comments_create`	`projects.write`	Post a comment, mentioning colleagues with @name
`project_comments_list`	`projects.read`	A Project's comments, newest first	read-only
`project_complete`	`projects.write`	Complete a Project — refused 412 until every item of the completion checklist is met	destructive, needs `confirmToken`
`project_completion_readiness`	`projects.read`	The Complete checklist, over the stored answers or a draft of them — nothing is saved	read-only
`project_confidence_list`	`projects.read`	The confidence judgements recorded on this Project	read-only
`project_confidence_record`	`projects.write`	Record a confidence judgement, with its reason
`project_costs_add`	`projects.write`	Record an actual cost (VAT-exclusive) — posted to the hotel's budget ledger as actual spend
`project_costs_confirm_proposal`	`projects.write`	Confirm a supplier invoice the bill inbox proposed — recorded as an actual cost and posted to the ledger, as the person confirming; the document's figures may be corrected
`project_costs_dismiss_proposal`	`projects.write`	Dismiss a supplier invoice the bill inbox proposed, with the reason — nothing is recorded or posted
`project_costs_list`	`projects.read`	A Project's actual costs, the cost to date, the forecast and the variances against the approved amount and the preferred quote	read-only
`project_costs_update`	`projects.write`	Correct an actual cost — a changed amount posts its difference to the ledger
`project_delivery_readiness`	`projects.read`	The Start delivery checklist: every item with whether it is satisfied and why not	read-only
`project_delivery_start`	`projects.write`	Start delivery — refused 412 until every item of the delivery checklist is met	destructive, needs `confirmToken`
`project_financials_accept_recalculation`	`projects.write`	Accept a Project's recalculation: re-pin a stale PHI baseline and recompute its figures
`project_financials_snapshot`	`projects.write`	Save this Project's figures as a new immutable version
`project_financials_summary`	`projects.read`	A Project's financial position, computed now, with its stored version	read-only
`project_financials_versions`	`projects.read`	The immutable financial versions, newest first	read-only
`project_funding_delete`	`projects.write`	Remove one external funding row from the live set
`project_funding_list`	`projects.read`	A Project's external funding, confirmed and potential	read-only
`project_funding_upsert`	`projects.write`	Create or replace one external funding row
`project_inbox_proposals_list`	`projects.read`	The supplier invoices and quotes the bill inbox proposed to a Project, pending first — none is a recorded cost or quote until confirmed	read-only
`project_investment_lines_delete`	`projects.write`	Remove one investment line from the live set
`project_investment_lines_list`	`projects.read`	A Project's investment lines	read-only
`project_investment_lines_upsert`	`projects.write`	Create or replace one investment line (VAT-exclusive)
`project_milestones_assign`	`projects.write`	Assign or clear a milestone's owner (an active person with access to the hotel)
`project_milestones_complete`	`projects.write`	Complete a milestone on a date (the go-live milestone raises project.went_live)
`project_milestones_create`	`projects.write`	Add a milestone to a Project's plan
`project_milestones_delete`	`projects.write`	Take a milestone out of the plan (a completed one stays)
`project_milestones_list`	`projects.read`	A Project's milestones, with overdue derived in the hotel's time zone and owner access shown	read-only
`project_milestones_set_go_live`	`projects.write`	Make this milestone the Project's one operational go-live
`project_milestones_update`	`projects.write`	Replace a milestone's fields (a date change keeps the previous date in history)
`project_overlap_groups_list`	`projects.read`	The overlap groups this Project sits in, and which options count in the adjusted pipeline	read-only
`project_overview_get`	`projects.read`	A Project's identity, scope and dates	read-only
`project_overview_update`	`projects.write`	Edit a Project's scope, dates and narrative
`project_quote_required_set`	`projects.write`	Say whether Start delivery needs a preferred quote; “no quote required” carries its reason
`project_quotes_compare`	`projects.read`	The live quotes side by side, with missing-document, expired and scope-mismatch warnings	read-only
`project_quotes_confirm_financials`	`projects.write`	Confirm the preferred quote into a new financial version (investment lines, recurring cost, ROI)
`project_quotes_confirm_proposal`	`projects.write`	Confirm a supplier's quote the bill inbox proposed — recorded as a received quote, as the person confirming; nothing is preferred or confirmed into the figures
`project_quotes_create`	`projects.write`	Record a supplier's quote (received; nothing about the Project moves)
`project_quotes_dismiss_proposal`	`projects.write`	Dismiss a supplier's quote the bill inbox proposed, with the reason — no quote is recorded
`project_quotes_link_investment_lines`	`projects.write`	Set the investment lines a quote supports (replaces the set)
`project_quotes_list`	`projects.read`	A Project's quotes, each with its displayed status (Expired derived in the hotel's time zone)	read-only
`project_quotes_set_preferred`	`projects.write`	Prefer a quote, with a reason — answers the proposed financial changes and writes none of them
`project_quotes_update`	`projects.write`	Replace a quote's typed fields (a confirmed quote's total and recurring cost are fixed)
`project_quotes_withdraw`	`projects.write`	Withdraw a quote from the running; its figures and file stay
`project_relationships_clear`	`projects.write`	Make two Projects independent again
`project_relationships_list`	`projects.read`	Projects this one depends on, overlaps or is an alternative to	read-only
`project_relationships_set`	`projects.write`	State how this Project relates to another
`project_saving_lines_delete`	`projects.write`	Remove one saving line from the live set
`project_saving_lines_list`	`projects.read`	A Project's saving lines	read-only
`project_saving_lines_preview`	`projects.read`	Price one saving line against this Project's assumptions, without saving it	read-only
`project_saving_lines_upsert`	`projects.write`	Create or replace one saving line
`project_templates_get`	`projects.read`	One Project template version and everything it gives a Project	read-only
`project_templates_list`	`projects.read`	Project templates this Portfolio can create a Project from	read-only
`project_utility_assumptions`	`projects.read`	The prices this Project is costed at, per resource and budget year, with their basis	read-only
`project_utility_overrides_delete`	`projects.write`	Drop a Project price override, so the hotel's forecast answers again
`project_utility_overrides_upsert`	`projects.write`	Set a Project-only unit price for one resource and year
`project_verification_accept`	`projects.write`	Accept the verification: the verified saving becomes the realised saving, derived once	needs `confirmToken`
`project_verification_draft`	`projects.write`	Record the verified annual saving per resource, with its method, period and evidence
`project_verification_get`	`projects.read`	A Project's savings verification, its variance against the estimate, and what a reopen kept	read-only
`project_verification_mark_unable`	`projects.write`	Record that the saving could not be verified, with the reason — it contributes no verified saving
`project_versions_list`	`projects.read`	A Project's scope and narrative snapshots, newest first	read-only
`projects_approve_under_delegation`	`projects.approve`	Approve (or re-approve) a Project within the hotel's delegated authority	destructive, needs `confirmToken`
`projects_assets_link`	`projects.write`	File one of the hotel's asset records under this Project
`projects_assets_unlink`	`projects.write`	Take an asset record out of this Project (it stays with the hotel)
`projects_assign_owner`	`projects.write`	Assign or clear a Project's owner
`projects_copy_to_draft`	`projects.write`	Restart a cancelled Project as a new Draft in its own hotel
`projects_copy_to_draft_preview`	`projects.write`	Preview restarting a cancelled Project as a new Draft in its own hotel	read-only
`projects_copy_to_hotel`	`projects.write`	Copy this Project into another hotel of the Portfolio as a new Draft (an Owner's)
`projects_copy_to_hotel_preview`	`projects.write`	Preview a copy of this Project into another hotel of the Portfolio: what travels and what stays	read-only
`projects_create`	`projects.write`	Create a Project in Draft
`projects_create_from_template`	`projects.write`	Create a Project in Draft from a Project template
`projects_dashboard_analytics`	`projects.read`	The Projects Analytics panels — status, type, hotel, return, budget, confidence and exceptions, over the filtered set	read-only
`projects_dashboard_board`	`projects.read`	The Projects Pipeline board — six lifecycle columns, their totals and the exception lane	read-only
`projects_dashboard_board_reorder`	`projects.write`	Move a Project within its column of the Pipeline board's manual order
`projects_dashboard_filter_options`	`projects.read`	The Projects dashboard's filter options, from the Projects the caller can read	read-only
`projects_dashboard_list`	`projects.read`	One page of the Projects List — filtered, sorted and paged on the server	read-only
`projects_dashboard_summary`	`projects.read`	The Projects dashboard's five headline cards, with the Projects behind each figure	read-only
`projects_dashboard_timeline`	`projects.read`	The Projects Timeline — planned bars, milestone markers and the Projects whose dates are required	read-only
`projects_decide`	`projects.approve`	Record an approval decision on a submitted Project, or re-approve an outgrown one	destructive, needs `confirmToken`
`projects_get`	`projects.read`	One Project, with its governance answer, its action bar and its owner	read-only
`projects_governance`	`projects.read`	Approval requirement, approval state and budget position	read-only
`projects_history`	`projects.read`	A Project's lifecycle events and approval decisions	read-only
`projects_list`	`projects.read`	Projects I can see, filtered	read-only
`projects_open_work`	`projects.read`	The open work one person still holds: the Projects they own and the Savings Tasks they own or contribute to	read-only
`projects_reassign_open_work`	`projects.write`	Reassign one person's open work — the Projects and Savings Tasks they own, their open task contributions and the milestones they own	destructive, needs `confirmToken`
`projects_set_budget_year`	`projects.write`	Move a Project to another budget year
`projects_set_owner_approval_required`	`projects.approve`	Require (or stop requiring) Owner approval for this Project
`projects_setup_baselines_list`	`projects.read`	A hotel's annual Energy and Water baselines, with what PHI proposes	read-only
`projects_setup_baselines_upsert`	`projects.write`	Accept PHI's baseline, or override it with a reason
`projects_setup_get`	`projects.read`	A hotel's Projects setup: baselines, price forecasts, delegated budget and readiness	read-only
`projects_setup_prices_list`	`projects.read`	A hotel's utility prices for this budget year and the next three, VAT-exclusive	read-only
`projects_setup_prices_upsert`	`projects.write`	Set utility prices, or a yearly % increase, for the current budget year and the next three
`projects_setup_readiness`	`projects.read`	Whether a hotel's Projects setup is ready, and what is missing	read-only
`projects_setup_update`	`projects.write`	Save a hotel's Projects baselines and price forecasts
`projects_summary_hotel_pipeline`	`projects.read`	One hotel's remaining opportunity: gross, adjusted for overlaps, on hold and awaiting verification	read-only
`projects_summary_pipeline`	`projects.read`	The Portfolio's remaining opportunity: gross, adjusted for overlaps, on hold and awaiting verification	read-only
`projects_transition`	`projects.write`	Take a lifecycle action on a Project	destructive, needs `confirmToken`
`projects_update`	`projects.write`	Update a Project's details (never its status)
`projects_update_forecast`	`projects.write`	Record a Project's revised final cost
`property_model_approved_on`	`phi.read`	The approved property model on a date or across a period	read-only
`property_model_field_history`	`phi.read`	Every value one property-model field has held	read-only
`property_model_get`	`phi.read`	The hotel's property model, with every record	read-only
`property_model_list_versions`	`phi.read`	The hotel's property-model versions	read-only
`property_model_review`	`phi.read`	The property model's review: section states, totals and submission blockers	read-only
`property_model_save_draft`	`phi.write`	Save one section of the hotel's draft property model
`property_model_sections`	`phi.read`	The property model's sections, fields and answers	read-only
`property_model_setup_overview`	`phi.read`	The hotel's PHI setup overview: workstreams, readiness and blockers	read-only
`property_model_submit`	`phi.write`	Submit the hotel's property model for Cadae review
`risk_findings_create`	`risks.write`	Open a risk finding
`risk_findings_create_event`	`risks.write`	Put a risk finding on the PHI timeline
`risk_findings_get`	`risks.read`	One risk finding	read-only
`risk_findings_list`	`risks.read`	Risk findings I can see, filtered	read-only
`risk_findings_promote_from_gap`	`risks.write`	Promote a data gap into a risk finding
`risk_findings_transition`	`risks.write`	Move a risk finding to another status	destructive, needs `confirmToken`
`risk_findings_update`	`risks.write`	Edit a risk finding
`savings_tasks_assign`	`tasks.write`	Assign or clear a task's owner and, when given, replace its contributors (active people with access to the hotel)
`savings_tasks_block`	`tasks.write`	Block a task — the reason, what is needed, and who is responsible where known
`savings_tasks_cancel`	`tasks.write`	Cancel a task with a reason (a required task is a documented exception only with an exception note)	destructive, needs `confirmToken`
`savings_tasks_complete`	`tasks.write`	Complete a task — refused until every required answer and document is there and its dependency is complete or overridden; what it proposes waits for confirmation
`savings_tasks_create`	`tasks.write`	Add a Savings Task to a Project, with its owner, contributors and completion fields
`savings_tasks_fields_set`	`tasks.write`	Replace a task's completion fields (eight types, no conditions; an answered field keeps its type)
`savings_tasks_get`	`tasks.read`	One Savings Task, with its fields, answers and readiness to complete	read-only
`savings_tasks_list`	`tasks.read`	A hotel's Savings Tasks across its Projects, with overdue derived in the hotel's time zone	read-only
`savings_tasks_list_for_portfolio`	`tasks.read`	Savings Tasks across the Portfolio's hotels where Savings Tasks is on (an Owner's view)	read-only
`savings_tasks_list_for_project`	`tasks.read`	A Project's Savings Tasks — fields, answers, readiness to complete and what each waits on	read-only
`savings_tasks_override_dependency`	`tasks.write`	Let a task complete past an open dependency — an Owner's or an Administrator's, with a reason kept in history
`savings_tasks_proposals_accept`	`projects.write`	Confirm a task's proposal — the target's own command applies it (a quote is created, a milestone completed, an asset answer saved, a document filed)
`savings_tasks_proposals_list`	`tasks.read`	What completed tasks propose to change on a Project — current beside proposed, pending until confirmed	read-only
`savings_tasks_proposals_reject`	`projects.write`	Reject a task's proposal — kept as history; nothing about the Project changes
`savings_tasks_responses_submit`	`tasks.write`	Answer one completion field of an open task — a document for a photograph or a file; a blank answer clears it
`savings_tasks_start`	`tasks.write`	Start a task (Not started → In progress)
`savings_tasks_unblock`	`tasks.write`	Unblock a task — it returns to the status it had
`savings_tasks_update`	`tasks.write`	Replace an open task's details (a changed dependency drops an earlier override)
`source_record_charges_list`	`phi.read`	The charge lines of a set of records	read-only
`source_records_mark_duplicate`	`phi.write`	Mark a record as a duplicate of another
`source_records_resolve_duplicate`	`phi.write`	Clear a record's duplicate flag
`source_records_void`	`phi.write`	Void a utility source record
`usage_areas_remove`	`phi.write`	Remove a usage area from the hotel's draft property model	destructive, needs `confirmToken`
`usage_areas_upsert`	`phi.write`	Create or change a usage area of the hotel's draft property model
`viewer_me`	`viewer.read`	Current user profile	read-only

Every tool takes an optional organisationId. Leave it out and the credential's own Portfolio is used; a credential bound to one Portfolio may not name another.

Refusals

A refused tool call comes back as a tool error whose text is a sentence. When the refusal is one you may want to tell apart, a second line carries a machine-readable token:

this hotel does not have that module enabled
reason: MODULE_DISABLED

MODULE_DISABLED means the Hotel does not have that module enabled — it is not an empty result and must never be reported as a zero. Call hotel_modules for the Hotel's own flags. A refusal with no reason: line is an access refusal, and says nothing about the Hotel's modules.

Authentication

OAuth (recommended) — the client walks the standard flow and receives per-user tools.
Bearer token — cad_osk_… / cad_pat_… for automation.

Clients

Claude: claude mcp add --transport http cadae https://api.cadae.ai/mcp
ChatGPT: Settings → Connectors → Create → paste the URL
Cursor: one-click deep link on the MCP page