ezatwork business assistant

Managing a freelance back office usually means context-switching between your IDE and a separate tab for time tracking and invoicing. This skill bridges that gap by connecting your agent directly to your EZ@Work business management account.

What it does

• Time tracking records billable or internal hours against specific projects or cases.
• Invoice generation creates draft invoices with line items, quantities, and unit prices.
• Client management adds new clients to your database and looks up existing records by name or email.
• Project lookup retrieves active projects, work orders, or cases to ensure accurate logging.
• Status reporting lists prospects, active clients, and in-progress work.

How it works

1. Identify entities by calling list_clients or list_projects to resolve names to unique IDs.
2. Draft the entry by calculating decimal hours and formatting line items based on your natural language input.
3. Request confirmation by presenting the exact data to be submitted for your final approval.
4. Execute write using the ezatwork MCP server to update your cloud account safely.

Frameworks & tools

This skill requires the EZ@Work MCP server. It is designed to work with Claude Desktop, Claude Code, and Cursor via standard HTTP or personal API tokens.

Why this beats prompting it yourself

Generic prompts cannot access your private business data or write to your CRM. This skill understands the specific JSON schemas, error codes, and safety protocols required to interact with the EZ@Work API without corrupting your records.

Use cases

• Record billable hours immediately after finishing a task without leaving the terminal.
• Draft complex invoices from a single sentence description of work performed.
• Quickly check if a client is marked as a prospect before starting a conversation.
• Add new client contact details and payment terms during a discovery call.

Known limitations

This version cannot edit, send, or delete invoices. It does not handle tax advice, payroll, or integration with third-party accounting software like QuickBooks.