How do AI agents use Factorial through Open Connector?

Your user connects Factorial once with one of its cataloged authentication methods. Open Connector stores the credential in an encrypted vault and exposes Factorial tools to your agent over MCP or a typed API, with credentials injected server-side on each call.

Is this a Factorial MCP server?

Yes. Open Connector can serve Factorial as a named MCP server with a scoped allowlist and a per-user connection URL, so any MCP client can call Factorial actions with credentials injected server-side.

Where do Factorial credentials live?

In your own infrastructure. Open Connector keeps credentials in its own vault and injects them at call time, so they never leave your environment.

Factorial integration

Factorial integration for AI agents.

Factorial integration for AI agents with secure authentication and server-side credential injection. Open Connector runs the OAuth, seals the token in an encrypted vault, and serves Factorial tools to your agent over MCP or a typed API — credentials injected server-side, every call audited, nothing leaving your infrastructure. Open source (AGPL-3.0) and self-hostable.

View source on GitHub All integrations →

What your agents can do

Real Factorial actions, managed and audited.

Your user connects Factorial once; your agent can then secure AI-agent actions — scoped to the OAuth permissions you grant and the tool allowlist you configure. Every action is least-privilege and written to a tamper-evident audit trail.

1
Your user grants Factorial access once (OAuth) — the token lands in the vault.
2
Your agent calls a tool over MCP or the typed API; Open Connector injects the credential server-side.
3
Every routed call appends a hash-chained audit record — nothing leaves your infra.

Tools & triggers

Supported Factorial tools.

552 tools are generated from the published Factorial catalog. Descriptions are plain text; each action remains subject to its configured authentication and tool allowlist.

Showing 552 tools. All published catalog entries are included in this page's server-rendered HTML.

Deletes a Webhook subscription: Deletes a Webhook subscription; ApiPublic > WebhookSubscription
Deletes an Application: Deletes an Application; Ats > Application
Deletes a Candidate: Deletes a candidate from the ATS; Ats > Candidate
Deletes a Feedback: This endpoint allows to delete a specific feedback entry associated with a candidate's application.; Ats > Feedback
Deletes a Job posting: Delete a job posting.; Ats > JobPosting
Deletes a Question: Deletes a Question; Ats > Question
Deletes an Edit timesheet request: Deletes an edit timesheet.; Attendance > EditTimesheetRequest
Deletes an Overtime request: Deletes an Overtime request; Attendance > OvertimeRequest
Deletes a Shift: Deletes a Shift; Attendance > Shift
Deletes a Compensation: Deletes a Compensation; Contracts > Compensation
Deletes a Contract version: Deletes a Contract version; Contracts > ContractVersion
Deletes a Field: Deletes a Field; CustomFields > Field
Deletes a Document: Deletes a Document; Documents > Document
Deletes a Cost center: Deletes a Cost center; Finance > CostCenter
Deletes an It asset: Deletes an It asset; ItManagement > ItAsset
Deletes a Location: Deletes a Location; Locations > Location
Deletes an Identifier: Reads Payroll employee identifier codes, current countries supported are Portugal, Italy and Germany; PayrollEmployees > Identifier
Deletes a Code: Deletes a Code; PayrollIntegrationsBase > Code
Deletes a Supplement: Deletes a Supplement; Payroll > Supplement
Deletes a Review owner: Remove an owner from a review process. The review process must have at least one owner.; Performance > ReviewOwner
Deletes a Review process target: Delete a participant from the active review process. This will also remove all previously submitted evaluations about the participant.; Performance > ReviewProcessTarget
Deletes a Review process: Delete an existing review process.; Performance > ReviewProcess
Deletes a Comment: Deletes a Comment; Posts > Comment
Deletes a Group: Deletes a Group; Posts > Group
Deletes a Post: Deletes a Post; Posts > Post
Deletes a Budget strategy: Deletes a Budget strategy; ProjectManagement > BudgetStrategy
Deletes a Planned record: Deletes a Planned record; ProjectManagement > PlannedRecord
Deletes a Subproject: ###### **What does it do?** This deletes a subproject. ###### **Who can use it?** Only companies who have enabled the `projects_with_subprojects` feature and users with a role in the project owning the subproject.; ProjectManagement > Subproject
Deletes a Time record: Deletes a Time record; ProjectManagement > TimeRecord
Deletes a Shift: Deletes a Shift; ShiftManagement > Shift
Deletes a Task file: Deletes a Task file; Tasks > TaskFile
Deletes a Task: This endpoint deletes a task.; Tasks > Task
Deletes a Membership: Delete the membership to remove the employee from the team.; Teams > Membership
Deletes a Team: Delete a team; Teams > Team
Deletes a Planning version: Deletes a Planning version; TimePlanning > PlanningVersion
Deletes an Allowance incidence: Deletes an allowance incidence; Timeoff > AllowanceIncidence
Deletes an Allowance: Deletes an allowance; Timeoff > Allowance
Deletes a Blocked period: Deletes a blocked period; Timeoff > BlockedPeriod
Deletes a Leave: Deletes a Leave; Timeoff > Leave
Deletes a Policy: Deletes a Policy; Timeoff > Policy
Deletes a Policy assignment: Delete a Time off Policy Assignment; Timeoff > PolicyAssignment
Deletes a Category: Deletes a Category; Trainings > Category
Deletes a Session: Deletes a Session; Trainings > Session
Deletes a Training class: Deletes a Training class; Trainings > TrainingClass
Deletes a Training: Deletes a Training; Trainings > Training
Deletes an Overlap period: Deletes an Overlap period; WorkSchedule > OverlapPeriod
Reads all Credentials: Reads all Credentials; ApiPublic > Credential
Reads all Webhook subscriptions: Reads all Webhook subscriptions; ApiPublic > WebhookSubscription
Reads a single Webhook subscription: Reads a single Webhook subscription; ApiPublic > WebhookSubscription
Reads all Answers: Reads all Answers; Ats > Answer
Reads a single Answer: Reads a single Answer; Ats > Answer
Reads all Application phases: Reads all Application phases; Ats > ApplicationPhase
Reads a single Application phase: Reads a single Application phase; Ats > ApplicationPhase
Reads all Applications: Reads all Applications; Ats > Application
Reads a single Application: Reads a single Application; Ats > Application
Reads all Candidate sources: Reads all Candidate sources; Ats > CandidateSource
Reads a single Candidate source: Reads a single Candidate source; Ats > CandidateSource
Reads all Candidates: Fetches candidates data from Factorial. When using administrator-level API Credentials, all candidates associated with a company will be returned. When using non-admin level API credentials, only candidates that applied to a job for which the user is a hiring manager will be returned.; Ats > Candidate
Reads a single Candidate: Fetches candidates data from Factorial. When using administrator-level API Credentials, all candidates associated with a company will be returned. When using non-admin level API credentials, only candidates that applied to a job for which the user is a hiring manager will be returned.; Ats > Candidate
Reads all Evaluation forms: Reads all Evaluation forms; Ats > EvaluationForm
Reads a single Evaluation form: Reads a single Evaluation form; Ats > EvaluationForm
Reads all Feedbacks: This endpoint retrieves all feedbacks associated with a candidate's applications.; Ats > Feedback
Reads a single Feedback: This endpoint retrieves all feedbacks associated with a candidate's applications.; Ats > Feedback
Reads all Hiring stages: Reads all Hiring stages; Ats > HiringStage
Reads a single Hiring stage: Reads a single Hiring stage; Ats > HiringStage
Reads all Job postings: Reads all Job postings; Ats > JobPosting
Reads a single Job posting: Reads a single Job posting; Ats > JobPosting
Reads all Messages: Reads all Messages; Ats > Message
Reads a single Message: Reads a single Message; Ats > Message
Reads all Questions: Reads all Questions; Ats > Question
Reads a single Question: Reads a single Question; Ats > Question
Reads all Rejection reasons: Reads all Rejection reasons; Ats > RejectionReason
Reads a single Rejection reason: Reads a single Rejection reason; Ats > RejectionReason
Reads all Break configurations: Reads all Break configurations; Attendance > BreakConfiguration
Reads a single Break configuration: Reads a single Break configuration; Attendance > BreakConfiguration
Reads all Edit timesheet requests: Reads all Edit timesheet requests; Attendance > EditTimesheetRequest
Reads all Edit timesheet requests: Reads a single Edit timesheet request; Attendance > EditTimesheetRequest
Reads all Estimated times: Get information about estimated data for a given date range and a bunch of employees.; Attendance > EstimatedTime
Reads all Open shifts: This endpoint retrieves the current open shifts for the specified employee_ids.; Attendance > OpenShift
Reads all Overtime requests: Reads all Overtime requests; Attendance > OvertimeRequest
Reads a single Overtime request: Reads a single Overtime request; Attendance > OvertimeRequest
Reads all Reviews: Reads all Reviews; Attendance > Review
Reads all Shifts: Reads all Shifts; Attendance > Shift
Reads a single Shift: Reads a single Shift; Attendance > Shift
Reads all Worked times: Reads all Worked times; Attendance > WorkedTime
Reads all Bank accounts: Fetch one or all bank accounts for the company.; Banking > BankAccount
Reads a single Bank account: Fetch one or all bank accounts for the company.; Banking > BankAccount
Reads all Card payments: Reads all Card payments; Banking > CardPayment
Reads a single Card payment: Reads a single Card payment; Banking > CardPayment
Reads all Transactions: Reads all Transactions; Banking > Transaction
Reads a single Transaction: Reads a single Transaction; Banking > Transaction
Reads all Incidences: Reads all Incidences; BookkeepersManagement > Incidence
Reads a single Incidence: Reads a single Incidence; BookkeepersManagement > Incidence
Reads all Legal entities: Reads all Legal entities; Companies > LegalEntity
Reads a single Legal entity: Reads a single Legal entity; Companies > LegalEntity
Reads all Concepts: Reads all Concepts; Compensations > Concept
Reads a single Concept: Reads a single Concept; Compensations > Concept
Reads all Compensations: Reads all Compensations; Contracts > Compensation
Reads a single Compensation: Reads a single Compensation; Contracts > Compensation
Reads all Contract templates: Read Contract Template; Contracts > ContractTemplate
Reads a single Contract template: Read Contract Template; Contracts > ContractTemplate
Reads all Contract version histories: Reads all Contract version histories; Contracts > ContractVersionHistory
Reads a single Contract version history: Reads a single Contract version history; Contracts > ContractVersionHistory
Reads all Contract version meta data: Reads all Contract version meta data; Contracts > ContractVersionMetaDatum
Reads all Contract versions: Reads all Contract versions; Contracts > ContractVersion
Reads a single Contract version: Reads a single Contract version; Contracts > ContractVersion
Reads all French contract types: Reads all French contract types; Contracts > FrenchContractType
Reads a single French contract type: Reads a single French contract type; Contracts > FrenchContractType
Reads all German contract types: Reads all German contract types; Contracts > GermanContractType
Reads a single German contract type: Reads a single German contract type; Contracts > GermanContractType
Reads all Materialized templates: Reads all Materialized templates; Contracts > MaterializedTemplate
Reads all Portuguese contract types: Reads all Portuguese contract types; Contracts > PortugueseContractType
Reads a single Portuguese contract type: Reads a single Portuguese contract type; Contracts > PortugueseContractType
Reads all Reference contracts: Reads all Reference Contracts. The reference contract is the contract that applies today. If no contract applies today, we will return the nearest upcoming contract. If there are no upcoming contracts, we will provide the most recent past contract.; Contracts > ReferenceContract
Reads all Spanish contract types: Reads all Spanish contract types; Contracts > SpanishContractType
Reads a single Spanish contract type: Reads a single Spanish contract type; Contracts > SpanishContractType
Reads all Spanish education levels: Reads all Spanish education levels; Contracts > SpanishEducationLevel
Reads a single Spanish education level: Reads a single Spanish education level; Contracts > SpanishEducationLevel
Reads all Spanish professional categories: Reads all Spanish professional categories; Contracts > SpanishProfessionalCategory
Reads a single Spanish professional category: Reads a single Spanish professional category; Contracts > SpanishProfessionalCategory
Reads all Spanish working day types: Reads all Spanish working day types; Contracts > SpanishWorkingDayType
Reads a single Spanish working day type: Reads a single Spanish working day type; Contracts > SpanishWorkingDayType
Reads all Taxonomies: Reads all Taxonomies; Contracts > Taxonomy
Reads a single Taxonomy: Reads a single Taxonomy; Contracts > Taxonomy
Reads all Fields: Reads all Fields; CustomFields > Field
Reads a single Field: Reads a single Field; CustomFields > Field
Reads all Options: Reads all Options; CustomFields > Option
Reads a single Option: Reads a single Option; CustomFields > Option
Reads all Resource fields: Reads schema custom fields; CustomFields > ResourceField
Reads a single Resource field: Reads schema custom fields; CustomFields > ResourceField
Reads all Values: Reads all Values; CustomFields > Value
Reads a single Value: Reads a single Value; CustomFields > Value
Reads all Resources: Reads all Resources; CustomResources > Resource
Reads a single Resource: Reads a single Resource; CustomResources > Resource
Reads all Schemas: Reads all Schemas; CustomResources > Schema
Reads a single Schema: Reads a single Schema; CustomResources > Schema
Reads all Values: Reads all Values; CustomResources > Value
Reads a single Value: Reads a single Value; CustomResources > Value
Reads all Documents: Reads all Documents; Documents > Document
Reads a single Document: Reads a single Document; Documents > Document
Reads all Folders: Get all folders.; Documents > Folder
Reads a single Folder: Get all folders.; Documents > Folder
Reads all Absences: This endpoint can be used to retrieve a list of absence `employee updates`.; EmployeeUpdates > Absence
Reads a single Absence: This endpoint can be used to retrieve a list of absence `employee updates`.; EmployeeUpdates > Absence
Reads all Contract changes: This endpoint can be used to retrieve a list of contract changes `employee updates` details.; EmployeeUpdates > ContractChange
Reads a single Contract change: This endpoint can be used to retrieve a list of contract changes `employee updates` details.; EmployeeUpdates > ContractChange
Reads all New hires: This endpoint can be used to retrieve a detail of new hire `employee updates`.; EmployeeUpdates > NewHire
Reads a single New hire: This endpoint can be used to retrieve a detail of new hire `employee updates`.; EmployeeUpdates > NewHire
Reads all Personal changes: This endpoint can be used to retrieve a list of personal changes `employee updates`.; EmployeeUpdates > PersonalChange
Reads a single Personal change: This endpoint can be used to retrieve a list of personal changes `employee updates`.; EmployeeUpdates > PersonalChange
Reads all Summaries: This endpoint can be used to retrieve a list of `employee updates`.; EmployeeUpdates > Summary
Reads a single Summary: This endpoint can be used to retrieve a list of `employee updates`.; EmployeeUpdates > Summary
Reads all Terminations: This endpoint can be used to retrieve a list of termination `employee updates`.; EmployeeUpdates > Termination
Reads a single Termination: This endpoint can be used to retrieve a list of termination `employee updates`.; EmployeeUpdates > Termination
Reads all Employees: Only admins can see all the employees' information, regular users will get a restricted version of the payload as a response based on the permission set by the admin; Employees > Employee
Reads a single Employee: Only admins can see all the employees' information, regular users will get a restricted version of the payload as a response based on the permission set by the admin; Employees > Employee
Reads all Expensables: Reads all Expensables; Expenses > Expensable
Reads a single Expensable: Reads a single Expensable; Expenses > Expensable
Reads all Expenses: Reads all Expenses; Expenses > Expense
Reads a single Expense: Reads a single Expense; Expenses > Expense
Reads all Mileages: Reads all Mileages; Expenses > Mileage
Reads a single Mileage: Reads a single Mileage; Expenses > Mileage
Reads all Per diems: Reads all Per diems; Expenses > PerDiem
Reads a single Per diem: Reads a single Per diem; Expenses > PerDiem
Reads all Accounting settings: Reads all Accounting settings; Finance > AccountingSetting
Reads a single Accounting setting: Reads a single Accounting setting; Finance > AccountingSetting
Reads all Accounts: Fetch one or all ledger accounts for the company legal_entities.; Finance > Account
Reads a single Account: Fetch one or all ledger accounts for the company legal_entities.; Finance > Account
Reads all Budget options: Fetch budget options for the company; Finance > BudgetOption
Reads a single Budget option: Fetch budget options for the company; Finance > BudgetOption
Reads all Categories: Fetch expense categories and subcategories for the company; Finance > Category
Reads a single Category: Fetch expense categories and subcategories for the company; Finance > Category
Reads all Contacts: Reads all Contacts; Finance > Contact
Reads a single Contact: Reads a single Contact; Finance > Contact
Reads all Cost center memberships: Reads all Cost center memberships; Finance > CostCenterMembership
Reads all Cost centers: Reads all Cost centers; Finance > CostCenter
Reads a single Cost center: Reads a single Cost center; Finance > CostCenter
Reads all Financial documents: Fetch one or all financial documents for the company.; Finance > FinancialDocument
Reads a single Financial document: Fetch one or all financial documents for the company.; Finance > FinancialDocument
Reads all Journal entries: Reads all Journal entries; Finance > JournalEntry
Reads a single Journal entry: Reads a single Journal entry; Finance > JournalEntry
Reads all Journal lines: Reads all Journal lines; Finance > JournalLine
Reads a single Journal line: Reads a single Journal line; Finance > JournalLine
Reads all Ledger account resources: Fetch one or all ledger account resource for the company.; Finance > LedgerAccountResource
Reads a single Ledger account resource: Fetch one or all ledger account resource for the company.; Finance > LedgerAccountResource
Reads all Tax rates: Reads all Tax rates; Finance > TaxRate
Reads a single Tax rate: Reads a single Tax rate; Finance > TaxRate
Reads all Tax types: Reads all Tax types; Finance > TaxType
Reads a single Tax type: Reads a single Tax type; Finance > TaxType
Reads all Company holidays: Retrieves company holidays; Holidays > CompanyHoliday
Reads a single Company holiday: Retrieves company holidays; Holidays > CompanyHoliday
Reads all Syncable items: Reads all Syncable items; Integrations > SyncableItem
Reads all Syncable sync runs: Reads all Syncable sync runs; Integrations > SyncableSyncRun
Reads a single Syncable sync run: Reads a single Syncable sync run; Integrations > SyncableSyncRun
Reads all It asset models: Reads all It asset models; ItManagement > ItAssetModel
Reads a single It asset model: Reads a single It asset model; ItManagement > ItAssetModel
Reads all It assets: Reads all It assets; ItManagement > ItAsset
Reads a single It asset: Reads a single It asset; ItManagement > ItAsset
Reads all Levels: This returns the job catalog levels; JobCatalog > Level
Reads a single Level: This returns the job catalog levels; JobCatalog > Level
Reads all Node attributes: Fetch Attributes for a node (Family, Function, role or level) in the Job Catalog Tree; JobCatalog > NodeAttribute
Reads all Roles: Reads all Roles; JobCatalog > Role
Reads a single Role: Reads a single Role; JobCatalog > Role
Reads all Tree nodes: Fetch Job Catalog Tree Node. For now only admins can see all the nodes' information, regular users won't have access to the nodes' information. In general there are four node types level, function, role and family.; JobCatalog > TreeNode
Reads all Locations: Reads all Locations; Locations > Location
Reads a single Location: Reads a single Location; Locations > Location
Reads all Work areas: Reads all Work areas; Locations > WorkArea
Reads a single Work area: Reads a single Work area; Locations > WorkArea
Reads all Installation settings: Reads all Installation settings; Marketplace > InstallationSetting
Reads all Identifiers: Reads Payroll employee identifier codes, current countries supported are Portugal, Italy and Germany; PayrollEmployees > Identifier
Reads a single Identifier: Reads Payroll employee identifier codes, current countries supported are Portugal, Italy and Germany; PayrollEmployees > Identifier
Reads all Family situations: Get all family situations.; Payroll > FamilySituation
Reads all Codes: Reads all Codes; PayrollIntegrationsBase > Code
Reads all Supplements: Reads all Supplements; Payroll > Supplement
Reads a single Supplement: Reads a single Supplement; Payroll > Supplement
Reads all Agreements: Retrieves the action plans of review processes.; Performance > Agreement
Reads a single Agreement: Retrieves the action plans of review processes.; Performance > Agreement
Reads all Company employee score scales: Retrieves the predefined scale set for the company and used when scoring the employee inside a review.; Performance > CompanyEmployeeScoreScale
Reads a single Company employee score scale: Retrieves the predefined scale set for the company and used when scoring the employee inside a review.; Performance > CompanyEmployeeScoreScale
Reads all Employee score scales: Retrieves the predefined employee score scales that can be set for the company to be used when scoring the employee inside a review.; Performance > EmployeeScoreScale
Reads a single Employee score scale: Retrieves the predefined employee score scales that can be set for the company to be used when scoring the employee inside a review.; Performance > EmployeeScoreScale
Reads all Review evaluation answers: Retrieves the questions and answers of review evaluations.; Performance > ReviewEvaluationAnswer
Reads all Review evaluation scores: Retrieves the published evaluation scores of performance reviews.; Performance > ReviewEvaluationScore
Reads a single Review evaluation score: Retrieves the published evaluation scores of performance reviews.; Performance > ReviewEvaluationScore
Reads all Review evaluations: Retrieves the pending and published review evaluations. The evaluations are created based on the participants and the review types when the review process is started. For example, if the defined review types are "self-review" and "manager review," two evaluations will be created for each participant when the review process starts. One will be for the self-review, where the participant is both the target and the reviewer. The other will be for the manager review, where the participant is the target, and the manager is the reviewer.; Performance > ReviewEvaluation
Reads a single Review evaluation: Retrieves the pending and published review evaluations. The evaluations are created based on the participants and the review types when the review process is started. For example, if the defined review types are "self-review" and "manager review," two evaluations will be created for each participant when the review process starts. One will be for the self-review, where the participant is both the target and the reviewer. The other will be for the manager review, where the participant is the target, and the manager is the reviewer.; Performance > ReviewEvaluation
Reads all Review owners: Retrieves the review owners of review processes (each process has at least one owner). The owners can edit the review process and access its results.; Performance > ReviewOwner
Reads all Review process custom templates: Retrieves the templates for the company.; Performance > ReviewProcessCustomTemplate
Reads a single Review process custom template: Retrieves the templates for the company.; Performance > ReviewProcessCustomTemplate
Reads all Review process estimated targets: Retrieve review process estimated target before the review process is launched; Performance > ReviewProcessEstimatedTarget
Reads all Review process targets: Retrieves the participants of active review processes.; Performance > ReviewProcessTarget
Reads a single Review process target: Retrieves the participants of active review processes.; Performance > ReviewProcessTarget
Reads all Review processes: Reads all Review processes; Performance > ReviewProcess
Reads a single Review process: Reads a single Review process; Performance > ReviewProcess
Reads all Review questionnaire by strategies: Retrieves the questionnaires by reviewer strategy for review processes.; Performance > ReviewQuestionnaireByStrategy
Reads a single Review questionnaire by strategy: Retrieves the questionnaires by reviewer strategy for review processes.; Performance > ReviewQuestionnaireByStrategy
Reads all Review visibility settings: Retrieves the visibility settings of review processes.; Performance > ReviewVisibilitySetting
Reads all Target managers: Retrieves the participants' managers of a review process.; Performance > TargetManager
Reads a single Target manager: Retrieves the participants' managers of a review process.; Performance > TargetManager
Reads all Comments: Reads all Comments; Posts > Comment
Reads a single Comment: Reads a single Comment; Posts > Comment
Reads all Groups: > ###### **What does it do?** > These endpoints will allow you to retrieve groups > ###### **What can you do with groups?** > Increase visibility and communication within the company by creating events and announcements. You can create groups for different departments, teams, or projects. > ###### **Who can use it?** > For having this funcionality available, you need to have Communities V2 feature enabled.; Posts > Group
Reads a single Group: > ###### **What does it do?** > These endpoints will allow you to retrieve groups > ###### **What can you do with groups?** > Increase visibility and communication within the company by creating events and announcements. You can create groups for different departments, teams, or projects. > ###### **Who can use it?** > For having this funcionality available, you need to have Communities V2 feature enabled.; Posts > Group
Reads all Posts: ###### **What does it do?** These endpoints allow you to retrieve posts of a community ###### **What can you do with groups?** Increase visibility and communication within the company by creating interaction and community within your company. ###### **Who can use it?** For having this funcionality available, you need to have Communities V2 feature available; Posts > Post
Reads a single Post: ###### **What does it do?** These endpoints allow you to retrieve posts of a community ###### **What can you do with groups?** Increase visibility and communication within the company by creating interaction and community within your company. ###### **Who can use it?** For having this funcionality available, you need to have Communities V2 feature available; Posts > Post
Reads all Purchase orders: Fetch one or all purchase orders for the company.; Procurement > PurchaseOrder
Reads a single Purchase order: Fetch one or all purchase orders for the company.; Procurement > PurchaseOrder
Reads all Purchase requests: Fetch one or all purchase requests for the company.; Procurement > PurchaseRequest
Reads a single Purchase request: Fetch one or all purchase requests for the company.; Procurement > PurchaseRequest
Reads all Types: Fetch one or all procurement types for the company.; Procurement > Type
Reads a single Type: Fetch one or all procurement types for the company.; Procurement > Type
Reads all Budget strategies: Reads all Budget strategies; ProjectManagement > BudgetStrategy
Reads a single Budget strategy: Reads a single Budget strategy; ProjectManagement > BudgetStrategy
Reads all Expense records: Reads all Expense records; ProjectManagement > ExpenseRecord
Reads a single Expense record: Reads a single Expense record; ProjectManagement > ExpenseRecord
Reads all Exportable expenses: ###### **What does it do?** This will generate an export of the type **"Project's expenses"**. You will have to pass the start and end date to determine the range for which htis information will be exported; as well as the projects ids to get the information of specifically given projects. ###### **What params does it accept?** - `start_date`: It's mandatory to pass this data, being start date to delimit the range of information exported. - `end_date`: It's mandatory to pass this data, corresponding to an end date for the date range of data to be exported. - `project_ids`: Mandatory data to pass to the export, specifying the projects to be exported from. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of read projects.; ProjectManagement > ExportableExpense
Reads all Imputable projects: Reads all Imputable projects; ProjectManagement > ImputableProject
Reads a single Imputable project: Reads a single Imputable project; ProjectManagement > ImputableProject
Reads all Planned records: Reads all Planned records; ProjectManagement > PlannedRecord
Reads a single Planned record: Reads a single Planned record; ProjectManagement > PlannedRecord
Reads all Project tasks: ###### **What does it do?** This reads the data of projects tasks, and retrieves the information based on permissions: - If the user can see all company projects for everybody, the endpoint will return a list with the tasks from the related projects. - If the user can create projects for everybody, the endpoint will return a list with the tasks from the related projects. - If the user has any role (editor or owner) on the project, the endpoint will return a list with the tasks from the related projects where the user has that role. - If those conditions are not matched, the endpoint will return an empty list. ###### **What params does it accept?** - `ids`: retrieve only the projects tasks that matches the ids passed in the request. - `project_ids`: retrieve only the projects tasks from the projects that matched the ids passed in the request. - `subproject_ids`: retrieve only the projects tasks from the subprojects that matched the ids passed in the request. - `completed`: boolean - retrieve only the projects tasks with the status completed. - `overdue`: boolean - retrieve only the projects tasks that are overdue. - `search`: retrieve only the projects tasks that their name match with the content passed as argument. - `due_status`: retrieve only the project tasks that their due status match with the content passed as argument. - `client_ids`: retrieve only the projects tasks from the clients that matched the ids passed in the request. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of read projects.; ProjectManagement > ProjectTask
Reads a single Project task: ###### **What does it do?** This reads the data of projects tasks, and retrieves the information based on permissions: - If the user can see all company projects for everybody, the endpoint will return a list with the tasks from the related projects. - If the user can create projects for everybody, the endpoint will return a list with the tasks from the related projects. - If the user has any role (editor or owner) on the project, the endpoint will return a list with the tasks from the related projects where the user has that role. - If those conditions are not matched, the endpoint will return an empty list. ###### **What params does it accept?** - `ids`: retrieve only the projects tasks that matches the ids passed in the request. - `project_ids`: retrieve only the projects tasks from the projects that matched the ids passed in the request. - `subproject_ids`: retrieve only the projects tasks from the subprojects that matched the ids passed in the request. - `completed`: boolean - retrieve only the projects tasks with the status completed. - `overdue`: boolean - retrieve only the projects tasks that are overdue. - `search`: retrieve only the projects tasks that their name match with the content passed as argument. - `due_status`: retrieve only the project tasks that their due status match with the content passed as argument. - `client_ids`: retrieve only the projects tasks from the clients that matched the ids passed in the request. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of read projects.; ProjectManagement > ProjectTask
Reads all Project workers: ###### **What does it do?** This endpoint reads and retrieves a list of project workers. You can utilize URL parameters to filter the results. ###### **Is it related to other entities?** A project_worker is always related to a project and a employee. Only a `project worker` is able to add time to a project using the `time_record` entity. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission to read project workers.; ProjectManagement > ProjectWorker
Reads a single Project worker: ###### **What does it do?** This endpoint reads and retrieves a list of project workers. You can utilize URL parameters to filter the results. ###### **Is it related to other entities?** A project_worker is always related to a project and a employee. Only a `project worker` is able to add time to a project using the `time_record` entity. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission to read project workers.; ProjectManagement > ProjectWorker
Reads all Projects: ###### **What does it do?** This reads the data of projects, and retrieves the information based on the permissions: - If the user has the `team_leader` permission, he will only be able to read the projects that he is the team leader. - If the user has the `reportees` permission, he will only be able to read the projects that he is the team leader or the projects that he is a team member. - If the user has `everyone` permission, he will be able to read all projects. - If the user has the `owned` permission, he will only be able to read the projects that he is the assigned. ###### **Is it related to other entities?** A project is always related to a company, so you can use the query params to list only the projects that are related to a specific company. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of read projects.; ProjectManagement > Project
Reads a single Project: ###### **What does it do?** This reads the data of projects, and retrieves the information based on the permissions: - If the user has the `team_leader` permission, he will only be able to read the projects that he is the team leader. - If the user has the `reportees` permission, he will only be able to read the projects that he is the team leader or the projects that he is a team member. - If the user has `everyone` permission, he will be able to read all projects. - If the user has the `owned` permission, he will only be able to read the projects that he is the assigned. ###### **Is it related to other entities?** A project is always related to a company, so you can use the query params to list only the projects that are related to a specific company. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of read projects.; ProjectManagement > Project
Reads all Subprojects: ###### **What does it do?** This reads all subprojects created ###### **What params does it accept?** - `ids`: retrieve only the subprojects that matches the ids passed in the request.\n - `include_inputed_minutes`: if `true` we will perform the minutes calculations and will be return the total `inputed_minutes`. If the param is not passed in the request, its default value is `FALSE` so it will return `inputed_minutes: 0` and no minutes calculations will be performed. - `updated_after`: this parameter is needed to filter subprojects created or updated after a date. ###### **Is it related to other entities?** A subproject is always related to a project, so you can use the query params to list only the subprojects that are related to a specific project. ###### **Who can use it?** Only companies who have enabled the `projects_with_subprojects` feature and users with the permission of read subprojects.; ProjectManagement > Subproject
Reads a single Subproject: ###### **What does it do?** This reads all subprojects created ###### **What params does it accept?** - `ids`: retrieve only the subprojects that matches the ids passed in the request.\n - `include_inputed_minutes`: if `true` we will perform the minutes calculations and will be return the total `inputed_minutes`. If the param is not passed in the request, its default value is `FALSE` so it will return `inputed_minutes: 0` and no minutes calculations will be performed. - `updated_after`: this parameter is needed to filter subprojects created or updated after a date. ###### **Is it related to other entities?** A subproject is always related to a project, so you can use the query params to list only the subprojects that are related to a specific project. ###### **Who can use it?** Only companies who have enabled the `projects_with_subprojects` feature and users with the permission of read subprojects.; ProjectManagement > Subproject
Reads all Time records: ###### **What does it do?** This endpoint reads and retrieves a list of time records. You can utilize URL parameters to filter the results. ###### **What params does it accept?** - `ids`: retrieve only the time records that matches the `ids` passed in the request. - `project_workers_ids`: Retrieve only the time records assigned to any `project_workers_ids` passed in the request. - `subproject_ids`: retrieve only the time records related with any `subproject_ids` passed in the request. - `attendance_shift_ids`: retrieve only the time records related with any `attendance_shift_ids` passed in the request. - `employee_ids`: ⚠️ This param, will be deprecated soon. **Please use `project_worker_ids` param instead.** - `month`: Filter time records created in a specific month of the year. - `year`: To be used with the `month` parameter to filter time records created in a particular period. - `updated_after`: this parameter is needed to filter time records created or updated after a date. ###### **Is it related to other entities?** A `time_record` is mandatory related to a `project_worker_id` and an `attendance_shift_id`. Optionally, it can be related to a subproject. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission to read time_records.; ProjectManagement > TimeRecord
Reads a single Time record: ###### **What does it do?** This endpoint reads and retrieves a list of time records. You can utilize URL parameters to filter the results. ###### **What params does it accept?** - `ids`: retrieve only the time records that matches the `ids` passed in the request. - `project_workers_ids`: Retrieve only the time records assigned to any `project_workers_ids` passed in the request. - `subproject_ids`: retrieve only the time records related with any `subproject_ids` passed in the request. - `attendance_shift_ids`: retrieve only the time records related with any `attendance_shift_ids` passed in the request. - `employee_ids`: ⚠️ This param, will be deprecated soon. **Please use `project_worker_ids` param instead.** - `month`: Filter time records created in a specific month of the year. - `year`: To be used with the `month` parameter to filter time records created in a particular period. - `updated_after`: this parameter is needed to filter time records created or updated after a date. ###### **Is it related to other entities?** A `time_record` is mandatory related to a `project_worker_id` and an `attendance_shift_id`. Optionally, it can be related to a subproject. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission to read time_records.; ProjectManagement > TimeRecord
Reads all Shifts: Reads all Shifts; ShiftManagement > Shift
Reads a single Shift: Reads a single Shift; ShiftManagement > Shift
Reads all Task files: Reads all Task files; Tasks > TaskFile
Reads a single Task file: Reads a single Task file; Tasks > TaskFile
Reads all Tasks: This endpoint retrieves all tasks created.; Tasks > Task
Reads a single Task: This endpoint retrieves all tasks created.; Tasks > Task
Reads all Memberships: Get all memberships.; Teams > Membership
Reads a single Membership: Get all memberships.; Teams > Membership
Reads all Teams: Gets all the teams; Teams > Team
Reads a single Team: Gets all the teams; Teams > Team
Reads all Planned breaks: Reads all Planned breaks; TimePlanning > PlannedBreak
Reads a single Planned break: Reads a single Planned break; TimePlanning > PlannedBreak
Reads all Planning versions: Reads all Planning versions; TimePlanning > PlanningVersion
Reads all Break configurations: Reads all Break configurations; TimeSettings > BreakConfiguration
Reads a single Break configuration: Reads a single Break configuration; TimeSettings > BreakConfiguration
Reads all Allowance incidences: Reads all Allowance incidences; Timeoff > AllowanceIncidence
Reads a single Allowance incidence: Reads a single Allowance incidence; Timeoff > AllowanceIncidence
Reads all Allowance stats: Retrieves the employee time off counters for a specific allowance with a reference date; Timeoff > AllowanceStat
Reads a single Allowance stat: Retrieves the employee time off counters for a specific allowance with a reference date; Timeoff > AllowanceStat
Reads all Allowances: Retrieves allowances; Timeoff > Allowance
Reads a single Allowance: Retrieves allowances; Timeoff > Allowance
Reads all Blocked periods: Retrieves blocked periods; Timeoff > BlockedPeriod
Reads a single Blocked period: Retrieves blocked periods; Timeoff > BlockedPeriod
Reads all Leave types: Reads all Leave types; Timeoff > LeaveType
Reads a single Leave type: Reads a single Leave type; Timeoff > LeaveType
Reads all Leaves: Reads all Leaves; Timeoff > Leave
Reads a single Leave: Reads a single Leave; Timeoff > Leave
Reads all Policies: Reads all Policies; Timeoff > Policy
Reads a single Policy: Reads a single Policy; Timeoff > Policy
Reads all Policy assignments: Read Time off Policy Assignments; Timeoff > PolicyAssignment
Reads a single Policy assignment: Read Time off Policy Assignments; Timeoff > PolicyAssignment
Reads all Policy timelines: Reads all Policy timelines; Timeoff > PolicyTimeline
Reads all Categories: Reads all Categories; Trainings > Category
Reads a single Category: Reads a single Category; Trainings > Category
Reads all Session access memberships: Reads all Session access memberships; Trainings > SessionAccessMembership
Reads a single Session access membership: Reads a single Session access membership; Trainings > SessionAccessMembership
Reads all Session attendances: Reads all Session attendances; Trainings > SessionAttendance
Reads a single Session attendance: Reads a single Session attendance; Trainings > SessionAttendance
Reads all Sessions: Reads all Sessions; Trainings > Session
Reads a single Session: Reads a single Session; Trainings > Session
Reads all Training classes: Reads all Training classes; Trainings > TrainingClass
Reads a single Training class: Reads a single Training class; Trainings > TrainingClass
Reads all Training memberships: Reads all Training memberships; Trainings > TrainingMembership
Reads a single Training membership: Reads a single Training membership; Trainings > TrainingMembership
Reads all Trainings: Reads all Trainings; Trainings > Training
Reads a single Training: Reads a single Training; Trainings > Training
Reads all Day configurations: Reads all Day configurations; WorkSchedule > DayConfiguration
Reads a single Day configuration: Reads a single Day configuration; WorkSchedule > DayConfiguration
Reads all Overlap periods: Reads all Overlap periods; WorkSchedule > OverlapPeriod
Reads a single Overlap period: Reads a single Overlap period; WorkSchedule > OverlapPeriod
Reads all Schedules: Reads all Schedules; WorkSchedule > Schedule
Reads a single Schedule: Reads a single Schedule; WorkSchedule > Schedule
Creates a Webhook subscription: Creates a Webhook subscription; ApiPublic > WebhookSubscription
Approves an approval flow by resource: Approves the current pending step of an approval flow identified by resource_id and resource_type, without needing to know the materialized_approval_flow_id.; Approvals > MaterializedApprovalsFlow
Rejects an approval flow by resource: Rejects the current pending step of an approval flow identified by resource_id and resource_type, without needing to know the materialized_approval_flow_id.; Approvals > MaterializedApprovalsFlow
Creates an Answer: Creates an Answer; Ats > Answer
Creates an Application: Creates an Application; Ats > Application
Applies an Application: Apply to a job posting; Ats > Application
Move to phases an Application: Move an application to a different phase within the same job posting. Triggers the same side effects as moving a candidate in the product: configured phase-change automations and emails (smart actions) are executed.; Ats > Application
Creates a Candidate: Creates candidates related to a particular company in an ATS; Ats > Candidate
Save as templates an Evaluation form: Save an evaluation form as a template.; Ats > EvaluationForm
Creates a Feedback: This endpoint allows to create new feedback entries for candidates.; Ats > Feedback
Creates a Job posting: Create a new job posting.; Ats > JobPosting
Duplicates a Job posting: Duplicate an existing job posting.; Ats > JobPosting
Creates a Message: Creates a Message; Ats > Message
Creates a Question: Creates a Question; Ats > Question
Creates a Break configuration: Creates a Break configuration; Attendance > BreakConfiguration
Creates an Edit timesheet request: Creates an edit timesheet request by specifying the type of the request and the fields required to create or update the shift.; Attendance > EditTimesheetRequest
Creates an Overtime request: Creates an Overtime request; Attendance > OvertimeRequest
Approves an Overtime request: Approves an Overtime request; Attendance > OvertimeRequest
Rejects an Overtime request: Rejects an Overtime request; Attendance > OvertimeRequest
Bulk creates a Review: Bulk creates a Review; Attendance > Review
Bulk destroys a Review: Bulk destroys a Review; Attendance > Review
Creates a shift: Creates a complete shift by specifying both the clock-in and clock-out times. If you need to clock in directly, consider using or subscribing to the [clock-in endpoint](https://apidoc.factorialhr.com/v2025-01-01/reference/post_api-2025-01-01-resources-attendance-shifts-clock-in); Attendance > Shift
Autofills a Shift: Autofills a Shift; Attendance > Shift
Break ends a Shift: Given that attendance breaks are enabled, this endpoint ends a break in an open shift.; Attendance > Shift
Break starts a Shift: Given that attendance breaks are enabled, this endpoint starts a break in an open shift.; Attendance > Shift
Clocks in a shift: Records the start of a shift by setting the current time as the clock-in. The shift remains open and will not have a clock-out time until explicitly updated. If you need to clock out directly, consider using or subscribing to the [clock-out endpoint](https://apidoc.factorialhr.com/v2025-01-01/reference/post_api-2025-01-01-resources-attendance-shifts-clock-out); Attendance > Shift
Clocks out a shift: Completes an open shift by setting the current time as the clock-out. This action only applies to shifts that were previously started using clock_in. If you need to clock in directly, consider using or subscribing to the [clock-in endpoint](https://apidoc.factorialhr.com/v2025-01-01/reference/post_api-2025-01-01-resources-attendance-shifts-clock-in); Attendance > Shift
Clock in/out a shift: Use this endpoint to toggle shift (it will clock in or out); Attendance > Shift
Create manuals a Bank account: Create a manual bank account.; Banking > BankAccount
Creates a Legal entity: Creates a Legal entity; Companies > LegalEntity
Creates a Compensation: Creates a Compensation; Contracts > Compensation
Creates a Contract version: Creates a Contract version; Contracts > ContractVersion
Creates a Spanish contract type: Creates a Spanish contract type; Contracts > SpanishContractType
Creates a Spanish education level: Creates a Spanish education level; Contracts > SpanishEducationLevel
Creates a Spanish professional category: Creates a Spanish professional category; Contracts > SpanishProfessionalCategory
Creates a Spanish working day type: Creates a Spanish working day type; Contracts > SpanishWorkingDayType
Creates a Field: Creates a Field; CustomFields > Field
Creates an Option: Creates an Option; CustomFields > Option
Creates a Resource field: Creates an schema custom field; CustomFields > ResourceField
Creates a Value: Creates a Value; CustomFields > Value
Creates a Schema: Creates a Schema; CustomResources > Schema
Creates a Value: Creates a Value; CustomResources > Value
Creates a Document: Creates a Document; Documents > Document
Move to trash bins a Document: This endpoint moves the documents to the trash bin, after 30 days they will be deleted from the system.; Documents > Document
Restore from trash bins a Document: This endpoint restores the documents from the trash bin, remember that a document in the trash bin will be deleted from the system after 30 days.; Documents > Document
Bulk creates a Download url: This endpoint generate temporal urls for a list of documents. The urls let you download the documents.; Documents > DownloadUrl
Creates a Folder: Create a folder.; Documents > Folder
Create with contracts an Employee: Create an employee with a contract; Employees > Employee
Invites an Employee: Send an email invitation to an unconfirmed employee to join Factorial; Employees > Employee
Set regular access start dates an Employee: Set regular access start dates an Employee; Employees > Employee
Terminates an Employee: Terminates an Employee; Employees > Employee
Unterminates an Employee: Unterminates an Employee; Employees > Employee
Bulk set to paids an Expensable: Bulk set to paids an Expensable; Expenses > Expensable
Update reimbursable amount on an expensable: Update the reimbursable amount on an expensable. Only expense-type expensables with reimbursable payment are supported.; Expenses > Expensable
Upserts an Accounting setting: Upserts an Accounting setting; Finance > AccountingSetting
Creates an Account: Create a ledger account for the company legal_entity. To avoid duplicates use the external_id field to set the ID of the ledger account in the external system.; Finance > Account
Creates a Contact: Creates a Contact; Finance > Contact
Bulk create updates a Cost center membership: ###### **What does it do?** Performs an update of cost center memberships for an employee. The action creates new memberships starting from today, terminating any pre-existing memberships for the employee. This ensures a history of cost center memberships is preserved. ###### **What does the `memberships` array look like?** An array of objects with these properties: - `cost_center_id` - `percentage`: A float between 0 and 1 representing the percentage that the employee is assigned to the cost center. For multiple assignments, the sum of percentages must equal 1.0. For example, for an employee assigned to cost center 1 during 30% of their time and cost center 2 during 70% of their time, the request parameters would look like: `memberships: [{"cost_center_id": 1, "percentage": 0.3} ,{"cost_center_id": 2, "percentage": 0.7}]`; Finance > CostCenterMembership
Creates a Cost center: Creates a Cost center; Finance > CostCenter
Edits a Cost center: Edits a Cost center; Finance > CostCenter
Creates a Journal entry: Creates a Journal entry; Finance > JournalEntry
Upserts a Ledger account resource: Create or update a ledger account resource.; Finance > LedgerAccountResource
Creates a Tax rate: Creates a Tax rate; Finance > TaxRate
Creates a Tax type: Creates a Tax type; Finance > TaxType
Creates a Sync run output: Creates a Sync run output; Integrations > SyncRunOutput
Creates an It asset model: Creates an It asset model; ItManagement > ItAssetModel
Creates an It asset: Creates an It asset; ItManagement > ItAsset
Creates a Location: Creates a Location; Locations > Location
Creates a Work area: Creates a Work area; Locations > WorkArea
Archives a Work area: Archives a Work area; Locations > WorkArea
Unarchives a Work area: Unarchives a Work area; Locations > WorkArea
Creates an Installation: Creates an Installation; Marketplace > Installation
Creates an Identifier: Reads Payroll employee identifier codes, current countries supported are Portugal, Italy and Germany; PayrollEmployees > Identifier
Creates a Family situation: Create a family situation.; Payroll > FamilySituation
Creates a Code: Creates a Code; PayrollIntegrationsBase > Code
Change statuses a Policy period: Change statuses a Policy period; Payroll > PolicyPeriod
Creates a Supplement: Creates a Supplement; Payroll > Supplement
Bulk initiates an Agreement: Initiate the action plan for all your direct reports in a review process. If you are acting as a company, the action plan from all employees in the review process will be initiated.; Performance > Agreement
Initiates an Agreement: Initiate the action plan for a review process target ID in a review process.; Performance > Agreement
Sets a Company employee score scale: Set the predefined employee score scale for the company.; Performance > CompanyEmployeeScoreScale
Replace reviewers a Review evaluation: Define a new reviewer for the evaluation that will only be able to leave feedback about the employee. This can only be done if the process is active, the evaluation is not published and the evaluation type is not "self".; Performance > ReviewEvaluation
Bulk creates a Review owner: Add multiple owners to a review process.; Performance > ReviewOwner
Add peers a Review process target: Assign peers to evaluate a specific participant.; Performance > ReviewProcessTarget
Bulk creates a Review process target: Add multiple participants to the active review process and create the evaluations for them.; Performance > ReviewProcessTarget
Remove peer evaluations a Review process target: Remove peers and their evaluations from a specific participant.; Performance > ReviewProcessTarget
Creates a Review process: Create a new review process.; Performance > ReviewProcess
Create from templates a Review process: Create a new review process from a template.; Performance > ReviewProcess
Duplicates a Review process: Duplicate an existing review process; Performance > ReviewProcess
Remind in bulks a Review process: Send bulk reminders to the reviewers that haven't answered their evaluations in a review process.; Performance > ReviewProcess
Remove schedules a Review process: Removes the schedule job for a review process. This is only allowed if the process is scheduled.; Performance > ReviewProcess
Reopens a Review process: Reopen a finished review process.; Performance > ReviewProcess
Schedules a Review process: Schedule a review process to start at a given date. This is only allowed if the process is in draft.; Performance > ReviewProcess
Starts a Review process: Start a review process. This is only allowed if the process is in draft or scheduled.; Performance > ReviewProcess
Stops a Review process: Stop a review process.; Performance > ReviewProcess
Toggle archives a Review process: Archive or unarchive a review process; Performance > ReviewProcess
Update agreements configurations a Review process: Enable or disable action plans in a review process.; Performance > ReviewProcess
Update basic infos a Review process: Update the basic information of an existing review process.; Performance > ReviewProcess
Update competencies assessments configurations a Review process: Allows to assess employees based on their assigned competencies through both manager and self-reviews.; Performance > ReviewProcess
Update deadlines a Review process: Update the deadline of a review process.; Performance > ReviewProcess
Update employee score configurations a Review process: Includes or not one question at the end of the review to rate participants' performance.; Performance > ReviewProcess
Update reviewer strategies a Review process: Update the review types of a review process. This is only allowed while the process is in draft.; Performance > ReviewProcess
Update schedules a Review process: Update the starting date of a scheduled review process. This is only allowed if the process is scheduled.; Performance > ReviewProcess
Update target strategies a Review process: Update the criteria for calculating the participants of a review process. This is only allowed while the process is in draft.; Performance > ReviewProcess
Update default rating scales a Review questionnaire by strategy: Update the scoring range used in rating questions for all reviewer strategies.; Performance > ReviewQuestionnaireByStrategy
Update questionnaire for strategies a Review questionnaire by strategy: Update the review process questionnaire for a specific reviewer strategy (review type). It can be used to add, edit or delete questions from a draft review process.; Performance > ReviewQuestionnaireByStrategy
Creates a Comment: Creates a Comment; Posts > Comment
Creates a Group: Creates a Group; Posts > Group
Archives a Group: Archives a group but keeps the data.; Posts > Group
Creates a Post: Creates a Post; Posts > Post
Creates a Budget strategy: Creates a Budget strategy; ProjectManagement > BudgetStrategy
Bulk creates a Planned record: Bulk creates a Planned record; ProjectManagement > PlannedRecord
Creates a Project task: ###### **What does it do?** This creates a new project task. It will also create a new normal task in the system linked with the project task. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of create projects.; ProjectManagement > ProjectTask
Bulk destroys a Project task: ###### **What does it do?** This will delete the project tasks with the ids passed as an argument. ###### **What params does it accept?** - `ids`: Project task ids ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of read projects.; ProjectManagement > ProjectTask
Bulk duplicates a Project task: ###### **What does it do?** This will create new project tasks with the same attributes as the project task ids passed as an argument. ###### **What params does it accept?** - `ids`: Project task ids ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of read projects.; ProjectManagement > ProjectTask
Creates a Project worker: ###### **What does it do?** This creates a new project worker. By default, the project worker will be created with the status `assigned`. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with a role in the given project.; ProjectManagement > ProjectWorker
Bulk assigns a Project worker: ###### **What does it do?** This method is used to specify a set of employees that should be assigned as a result of the execution. All the employees in the list will be assigned and all others will be unassigned. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with a role in the given project.; ProjectManagement > ProjectWorker
Bulk creates a Project worker: Bulk creates a Project worker; ProjectManagement > ProjectWorker
Unassigns a Project worker: Unassigns a Project worker; ProjectManagement > ProjectWorker
Creates a Project: ###### **What does it do?** This creates a new project. By default, the project will be created with the status `active`. ###### **What body params do you need?** - `name`: is mandatory to pass a name of the project. - `code`: optional unique code for the project to be identifiable and searchable. - `start_date`: optional start date for the project. If given must be in iso-8601 format (YYYY-MM-DD). - `due_date`: optional due date for the project. If given must be in iso-8601 format (YYYY-MM-DD). - `status`: a project can have the status `active` or `closed`. By default, the project will be created with the status `active`. - `employees_assignment`: optional param to define the kind of assignation the project has. Its possible values are: [`manual`, `company`]. A project can have `manual` assignation or can be defined to be assigned to the whole `company`. Defaults to `manual`. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of create projects.; ProjectManagement > Project
Activates a Project: ###### **What does it do?** This endpoint can be used to set a project as `Active`. ###### **What body params do you need?** - `id`: mandatory. The id of the project aimed to be activated. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with a role in the project.; ProjectManagement > Project
Change assignments a Project: ###### **What does it do?** **DEPRECATED**; this endpoint will be removed soon. This changes assignment type to a project. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of assign employees.; ProjectManagement > Project
Change statuses a Project: ###### **What does it do?** This update the project status. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with owner permission.; ProjectManagement > Project
Closes a Project: ###### **What does it do?** This endpoint can be used to set a project as `Closed`. ###### **What body params do you need?** - `id`: mandatory. The id of the project aimed to be closed. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with a role in the project.; ProjectManagement > Project
Soft deletes a Project: ###### **What does it do?** This soft deletes a project. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of delete projects.; ProjectManagement > Project
Creates a Subproject: ###### **What does it do?** This creates a new subproject. ###### **Is it related to other entities?** A subproject is always related to a project. ###### **Who can use it?** Only companies who have enabled the `projects_with_subprojects` feature and users with a role in the project owning the subproject.; ProjectManagement > Subproject
Renames a Subproject: ###### **What does it do?** This renames a subproject. ###### **Who can use it?** Only companies who have enabled the `projects_with_subprojects` feature and users with a role in the project owning the subproject.; ProjectManagement > Subproject
Creates a Time record: ###### **What does it do?** "This endpoint is used to create time records. A time record is an entity that establishes a mandatory relationship between `project_worker` and `attendance_shift_id`, and optionally with `subproject`. For a successful creation of a `time_record`, the `project_worker` must be **assigned**, and the associated `project` must be **active**." ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission to create `time_records`.; ProjectManagement > TimeRecord
Bulk deletes a Time record: ###### **What does it do?** This endpoint is used to bulk delete all the time records in a particular `date` for a specific `project_worker_id`.; ProjectManagement > TimeRecord
Bulk processes a Time record: ###### **What does it do?** This versatile endpoint allows for the creation, update, or deletion of a time record associated with an `attendance_shift_id`. To achieve this, provide an array of items with the following structure: ```json [{ "time_record_id": number | null, "attendance_shift_id": number | null, "project_worker_id": number | null, "subproject_id": number | null }] ``` - If no `time_record_id` provided, a created will be performed with the other data that will be required (except for `subproject_id`, that is always optional). - If `time_record_id but no other data provided, then the action will be a **delete**. - If `time_record_id` and more data, then it's an **update**. Please note: The relationship between `time_record` and `attendance_shift` is unique. In the provided array of items, if two items have exactly the same `attendance_shift_id`, only the last action specified will be executed, **unless the first action is a delete and the second one an update**. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature.; ProjectManagement > TimeRecord
Update project workers a Time record: ###### **What does it do?** This endpoint is used to change the project that an employee (`project_worker`) has assigned to an `attendance_shift`.; ProjectManagement > TimeRecord
Creates a Shift: Creates a Shift; ShiftManagement > Shift
Bulk creates a Shift: Bulk creates a Shift; ShiftManagement > Shift
Bulk deletes a Shift: Bulk deletes a Shift; ShiftManagement > Shift
Creates a Task file: Creates a Task file; Tasks > TaskFile
Creates a Task: This endpoint creates a new task.; Tasks > Task
Bulk creates a Task: This endpoint creates a new task for each assignee.; Tasks > Task
Bulk deletes a Task: This endpoint allows to delete a list of tasks given the ids.; Tasks > Task
Bulk updates a Task: Bulk updates a Task; Tasks > Task
Copies a Task: This endpoint duplicates a task.; Tasks > Task
Create comments a Task: Create comments a Task; Tasks > Task
Creates a Membership: Assign an employee to a team, meaning create a membership.; Teams > Membership
Creates a Team: Create a team with a given name; Teams > Team
Bulk creates a Planned break: Bulk creates a Planned break; TimePlanning > PlannedBreak
Creates a Planning version: Creates a Planning version; TimePlanning > PlanningVersion
Bulk creates a Planning version: Bulk creates a Planning version; TimePlanning > PlanningVersion
Creates a Break configuration: Creates a Break configuration; TimeSettings > BreakConfiguration
Creates an Allowance incidence: Creates an allowance incidence, also known as an Allowance Adjustment in the Employee Time off Page. They are hours or days added or subtracted from the time off allowance; Timeoff > AllowanceIncidence
Creates an Allowance: Creates a new Time off allowance; Timeoff > Allowance
Delete with alt allowances an Allowance: Deletes an allowance and migrate the existing incidences in the alternative allowance; Timeoff > Allowance
Creates a Blocked period: Creates a blocked period is add a range of dates during which employees cannot submit time off requests. This allows to better plan your team's work throughout the year and ensure that time off requests are in line with the company's needs; Timeoff > BlockedPeriod
Creates a Leave type: Creates a Leave type; Timeoff > LeaveType
Creates a Leave: Creates a Leave; Timeoff > Leave
Approves a Leave: Allows authorized users to approve employee time-off requests by approving the corresponding approval flow if it exists; Timeoff > Leave
Approve alls a Leave: Allows authorized users to approve employee time-off requests by directly approving the leave; Timeoff > Leave
Rejects a Leave: Allows authorized users to reject employee time-off requests; Timeoff > Leave
Creates a Policy: Creates a Policy; Timeoff > Policy
Creates a Policy assignment: Create a Time off Policy Assignment; Timeoff > PolicyAssignment
Creates a Category: Creates a Category; Trainings > Category
Bulk creates a Session access membership: Bulk creates a Session access membership; Trainings > SessionAccessMembership
Bulk destroys a Session access membership: Bulk destroys a Session access membership; Trainings > SessionAccessMembership
Bulk update session attendances: Updates the status or completed duration of multiple session attendances. When status is set to completed, completed_duration is automatically set to session duration. When only completed_duration is provided, attendances must already be in completed status.; Trainings > SessionAttendance
Create a new training session: Create a new training session, do not forget to make it child from a training class if you want it to be displayed in the frontend application.; Trainings > Session
Creates a Training class: Creates a Training class; Trainings > TrainingClass
Bulk creates a Training membership: Creates training memberships in bulk; Trainings > TrainingMembership
Bulk destroys a Training membership: Deletes training memberships in bulk; Trainings > TrainingMembership
Creates a Training: Creates a Training; Trainings > Training
Bulk deletes a Training: Bulk deletes a Training; Trainings > Training
Bulk update catalogs a Training: Bulk update catalogs a Training; Trainings > Training
Update statuses a Training: Update statuses a Training; Trainings > Training
Bulk cuds a Day configuration: Bulk cuds a Day configuration; WorkSchedule > DayConfiguration
Creates an Overlap period: Creates an Overlap period; WorkSchedule > OverlapPeriod
Creates a Schedule: Creates a Schedule; WorkSchedule > Schedule
Toggle archives a Schedule: Toggle archives a Schedule; WorkSchedule > Schedule
Updates a Webhook subscription: Updates a Webhook subscription; ApiPublic > WebhookSubscription
Updates an Application: Updates an Application; Ats > Application
Updates a Candidate: Updates ATS Candidates data; Ats > Candidate
Updates a Feedback: This endpoint allows to update existing feedback entries associated with candidates' applications.; Ats > Feedback
Updates a Job posting: Update a job posting.; Ats > JobPosting
Updates a Question: Updates a Question; Ats > Question
Updates a Break configuration: Updates a Break configuration; Attendance > BreakConfiguration
Updates an Edit timesheet request: Updates an edit timesheet request by specifying the fields required to update the shift.; Attendance > EditTimesheetRequest
Updates an Overtime request: Updates an Overtime request; Attendance > OvertimeRequest
Updates a Shift: Updates a Shift; Attendance > Shift
Updates an Incidence: Updates an Incidence; BookkeepersManagement > Incidence
Updates a Compensation: Updates a Compensation; Contracts > Compensation
Updates a Contract version: Updates a Contract version; Contracts > ContractVersion
Updates a Value: Updates a Value; CustomFields > Value
Updates a Document: Updates a Document; Documents > Document
Updates a Folder: Update a folder.; Documents > Folder
Updates an Employee: Updates an Employee; Employees > Employee
Updates an Account: Update a ledger account.; Finance > Account
Updates a Contact: Updates a Contact; Finance > Contact
Updates a Tax rate: Updates a Tax rate; Finance > TaxRate
Updates a Tax type: Updates a Tax type; Finance > TaxType
Updates a Syncable sync run: Updates a Syncable sync run; Integrations > SyncableSyncRun
Updates an It asset model: Updates an It asset model; ItManagement > ItAssetModel
Updates an It asset: Updates an It asset; ItManagement > ItAsset
Updates a Location: Updates a Location; Locations > Location
Updates a Work area: Updates a Work area; Locations > WorkArea
Updates an Identifier: Reads Payroll employee identifier codes, current countries supported are Portugal, Italy and Germany; PayrollEmployees > Identifier
Updates a Family situation: Update a family situation.; Payroll > FamilySituation
Updates a Code: Updates a Code; PayrollIntegrationsBase > Code
Updates a Supplement: Updates a Supplement unless it is an additional compensation supplement (In such case, you need to create a new one, then remove the old compensation supplement from the contract and add the newly created one to it).; Payroll > Supplement
Updates a Review visibility setting: Modifiy the visibility settings of the review process.; Performance > ReviewVisibilitySetting
Updates a Comment: Updates a Comment; Posts > Comment
Updates a Group: Updates a Group; Posts > Group
Updates a Post: Updates a Post; Posts > Post
Updates a Budget strategy: Updates a Budget strategy; ProjectManagement > BudgetStrategy
Updates a Planned record: Updates a Planned record; ProjectManagement > PlannedRecord
Updates a Project task: ###### **What does it do?** This update a project task. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of create projects.; ProjectManagement > ProjectTask
Updates a Project: ###### **What does it do?** This updates a project with the given params. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with a role in the project.; ProjectManagement > Project
Updates a Subproject: ###### **What does it do?** This updates the subproject details.; ProjectManagement > Subproject
Updates a Task: This endpoint updates an existing task.; Tasks > Task
Updates a Membership: Update the membership to either make the employee a lead of the team or remove them as a lead.; Teams > Membership
Updates a Team: Update a team; Teams > Team
Updates a Planning version: Updates a Planning version; TimePlanning > PlanningVersion
Updates a Break configuration: Updates a Break configuration; TimeSettings > BreakConfiguration
Updates an Allowance incidence: Updates an allowance incidence; Timeoff > AllowanceIncidence
Updates an Allowance: Updates an existing Time Off Allowance; Timeoff > Allowance
Updates a Blocked period: Updates a blocked period; Timeoff > BlockedPeriod
Updates a Leave type: Updates a Leave type; Timeoff > LeaveType
Updates a Leave: Updates a Leave; Timeoff > Leave
Updates a Policy: Updates a Policy; Timeoff > Policy
Updates a Policy assignment: Update a Time off Policy Assignment; Timeoff > PolicyAssignment
Update training session: Update fields from a training session; Trainings > Session
Updates a Training class: Updates a Training class; Trainings > TrainingClass
Updates a Training membership: Update a training membership; Trainings > TrainingMembership
Updates a Training: Updates a Training; Trainings > Training
Updates an Overlap period: Updates an Overlap period; WorkSchedule > OverlapPeriod
Updates a Schedule: Updates a Schedule; WorkSchedule > Schedule

FAQ

Factorial integration, answered

How do AI agents use Factorial through Open Connector?: Your user connects Factorial once with one of its cataloged authentication methods. Open Connector stores the credential in an encrypted vault and exposes Factorial tools to your agent over MCP or a typed API, with credentials injected server-side on each call.
Is this a Factorial MCP server?: Yes. Open Connector can serve Factorial as a named MCP server with a scoped allowlist and a per-user connection URL, so any MCP client can call Factorial actions with credentials injected server-side.
Where do Factorial credentials live?: In your own infrastructure. Open Connector keeps credentials in its own vault and injects them at call time, so they never leave your environment.

Give your agents Factorial — keep the keys.

Open source, self-hostable, with Factorial credentials that never leave your infrastructure. Run it from source today.

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