Queli Workspace

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---
name: queli-workspace
description: Read permitted company finance and task data, and preview authorized task changes in the user's connected Queli workspace.
---

# Queli Workspace

Use Queli Workspace for the signed-in user's permitted company data. Each user
connects their own account through OAuth. The connection renews automatically
while in use; request reconnection only when the service reports that renewed
authorization is required. The grant fixes the application,
workspace and member; tool input cannot select another tenant. Current application
permissions apply to every call and administrator changes take effect without a
plugin update. Reads require the `makra.read` scope. A task preview and its exact
confirmation also require `makra.write`; neither scope replaces application
authorization.

Use only the typed tools available on the current connection. Do not infer that a
missing tool or denied result means data does not exist.

## Company records

Use `list_workspace_objects` to find the permitted record type, then
`get_workspace_object_schema` to read its current allowed fields. Use those exact
object and field names with `query_workspace_records` or `get_workspace_record`.
Search results may be incomplete while an index is being updated; a search with
no matches does not replace a permitted record query.

## Finance reads

- Use `list_finance_payables` with `list_finance_payable_facets` for permitted
  payable rows and filters.
- Use `get_finance_payable_row_snapshots`, `get_finance_payable_detail` and
  `list_finance_payable_related_documents` for the selected payable.
- Use `list_outgoing_invoices` for permitted outgoing invoice summaries and
  `get_project_profitability` for permitted project profitability.
- Preserve returned currencies, periods, units and completeness. Do not invent
  totals from a partial page.

These tools are read-only. This plugin does not approve invoices, issue invoices,
make payments or perform general finance writes.

## Task reads

Use the available task tools for the user's permitted scope:

- `list_employee_tasks` and `get_employee_task` read tasks managed by the user.
- `list_my_employee_tasks` and `get_my_employee_task` read the user's assigned tasks.

Each tool has a fixed scope and appears only when current application permissions
allow it. Keep canonical task references from tool results for status and details.

## Task changes

Task changes use an exact preview followed by an inline approval card:

1. Read the current task. For create or assign, use an exact worker identifier
   returned by a permitted tool; never infer an assignee from a name alone.
2. Call the matching model-visible preview tool:
   `preview_create_employee_task`, `preview_assign_employee_task`,
   `preview_edit_employee_task`, `preview_approve_employee_task`,
   `preview_request_changes_employee_task`, `preview_start_employee_task`,
   `preview_pause_employee_task`, `preview_resume_employee_task`,
   `preview_submit_employee_task`, or `preview_cancel_employee_task`.
3. Show the complete preview summary. The user reviews it in the inline approval
   card in ChatGPT and explicitly selects `Approve and save` or `Dismiss`.
4. Never call a `confirm_*_employee_task` tool from the model. The corresponding
   `confirm_create_employee_task`, `confirm_assign_employee_task`,
   `confirm_edit_employee_task`, `confirm_approve_employee_task`,
   `confirm_request_changes_employee_task`, `confirm_start_employee_task`,
   `confirm_pause_employee_task`, `confirm_resume_employee_task`,
   `confirm_submit_employee_task` or `confirm_cancel_employee_task` tool is
   app-only and runs only from the approval card after the user's click.
5. Read back the task and report its canonical result. A stale, expired, denied
   or conflicting preview requires a fresh read and preview. An exact replay must
   return the same result without duplicating the change.

A chat message, silence or standing instruction is not the approval clic

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