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ChineseBooking Shifts
班次预订
Use the Instawork Partner MCP server to book shifts on behalf of business partners using natural language.
For connection and authentication setup, see setup.md.
使用Instawork Partner MCP服务器，以自然语言为商业伙伴预订班次。
有关连接和身份验证设置，请参阅setup.md。
Available Tools
可用工具
| Tool | Description |
|---|---|
| Search for company locations, optionally filtered by a search query |
| Get a list of all available positions |
| Get all available position templates for a company |
| Get the details of a position template |
| Get the default position template for a position |
| Get available attire, grooming, and requirements options for a position |
| Get applicable break rules for a given state and shift length |
| Get available payment options for the partner, optionally filtered by location |
| Get team members that can be added as onsite contacts |
| Get initial, floor, recommended, and maximum bill rates for a booking |
| Get booking templates available for rebooking, filtered by location and/or position |
| Get pre-filled booking data from a booking template |
| Get pre-filled booking data from a previous shift group |
| Search for shift groups by location, position, timeframe, and date range |
| Search for rostered professionals by location, name, or position |
| Create a draft booking with positions, shifts, pricing, and roster details |
| Create and confirm a booking with positions, shifts, pricing, payment, and roster details |
| 工具名称 | 描述 |
|---|---|
| 搜索公司地点，可通过搜索关键词进行筛选 |
| 获取所有可用职位列表 |
| 获取公司所有可用的职位模板 |
| 获取职位模板的详细信息 |
| 获取某一职位对应的默认职位模板 |
| 获取某一职位可用的着装、仪容仪表及要求选项 |
| 获取给定州和班次时长对应的适用休息规则 |
| 获取合作伙伴可用的支付选项，可按地点筛选 |
| 获取可添加为现场联系人的团队成员 |
| 获取预订的初始、底价、推荐及最高账单费率 |
| 获取可用于重新预订的预订模板，可按地点和/或职位筛选 |
| 从预订模板中获取预填充的预订数据 |
| 从过往班次组中获取预填充的预订数据 |
| 按地点、职位、时间段和日期范围搜索班次组 |
| 按地点、姓名或职位搜索已登记的专业人员 |
| 创建包含职位、班次、定价和人员安排详情的草稿预订 |
| 创建并确认包含职位、班次、定价、支付和人员安排详情的正式预订 |
Booking Workflow
预订流程
Use this checklist for a new booking (one position, one schedule at a time):
- [ ] 1. Confirm location — searchCompanyLocations
- [ ] 2. Confirm position — getPositions
- [ ] 3. Get position instructions — getPositionTemplates → getPositionTemplateDetails
(if no templates: getDefaultPositionTemplateForPosition)
- [ ] 4. Discuss attire / requirements if needed — getInstructionsOptions
- [ ] 5. Confirm onsite contact — getOnsiteContacts
- [ ] 6. Confirm staffing option (default: Smart assign)
- [ ] 7. Confirm shift date, start time, end time, headcount
- [ ] 8. Get break rules — getBreakLength
- [ ] 9. Get pricing — getBookingPricing → set bill rate to initial rate (unless overridden)
- [ ] 10. Confirm payment — getPaymentOptions (silent if only one; ask if two or more)
- [ ] 11. Present booking summary and wait for explicit confirmation
- [ ] 12. Create booking — createBooking (or createDraftBooking if payment is ambiguous)Rebooking from a template: use → to pre-fill data, then resume from step 7.
getBookingTemplatesgetBookingTemplateDetailsForRebookingRebooking from a previous shift: use → to pre-fill data, then resume from step 7.
searchShiftgroupsgetShiftgroupDetailsForRebooking以下是新预订的检查清单（一次处理一个职位、一个排班）：
- [ ] 1. 确认地点 — 使用searchCompanyLocations
- [ ] 2. 确认职位 — 使用getPositions
- [ ] 3. 获取职位说明 — 使用getPositionTemplates → getPositionTemplateDetails
(若无模板：使用getDefaultPositionTemplateForPosition)
- [ ] 4. 如有需要，讨论着装/要求 — 使用getInstructionsOptions
- [ ] 5. 确认现场联系人 — 使用getOnsiteContacts
- [ ] 6. 确认人员分配选项（默认：智能分配）
- [ ] 7. 确认班次日期、开始时间、结束时间、人数
- [ ] 8. 获取休息规则 — 使用getBreakLength
- [ ] 9. 获取定价 — 使用getBookingPricing → 将账单费率设为初始费率（除非用户另行指定）
- [ ] 10. 确认支付方式 — 使用getPaymentOptions（若仅有一种则自动使用；若有两种及以上则询问用户）
- [ ] 11. 展示预订摘要并等待用户明确确认
- [ ] 12. 创建预订 — 使用createBooking（若支付方式不明确则使用createDraftBooking）从模板重新预订：使用 → 预填充数据，然后从第7步继续。
getBookingTemplatesgetBookingTemplateDetailsForRebooking从过往班次重新预订：使用 → 预填充数据，然后从第7步继续。
searchShiftgroupsgetShiftgroupDetailsForRebookingBooking Summary Template
预订摘要模板
Always present this before creating a booking and wait for explicit confirmation:
---
**Booking Summary**
- Location: [Location name]
- Position: [Position] (x[number] pros)
- Date: [Date]
- Time: [Start] – [End] ([Duration] hours)
- Break: [Length] minutes
- Rate/hour: $[Rate]
- Special requests: [Any requested pros or instructions]
---
Does this look correct? Reply 'confirm' to book or let me know what to change.创建预订前务必展示以下摘要，并等待用户明确确认：
---
**预订摘要**
- 地点：[地点名称]
- 职位：[职位]（[数量]名专业人员）
- 日期：[日期]
- 时间：[开始时间] – [结束时间]（[时长]小时）
- 休息：[时长]分钟
- 小时费率：$[费率]
- 特殊要求：[任何指定的专业人员或说明]
---
以上信息是否正确？回复"confirm"确认预订，或告知需要修改的内容。Rules & Constraints
规则与限制
Limitations
限制条件
- Only USA and Canada are supported. Do not attempt to book shifts in any other country.
- Long-term staffing and permanent positions are not supported. Explain this clearly if requested.
- 仅支持美国和加拿大。请勿尝试在其他国家预订班次。
- 不支持长期用工和永久职位。若用户提出此类需求，请明确说明。
One at a Time
逐一处理
- Book one schedule or position at a time. Do not attempt to create multiple positions or schedules in a single booking flow.
- 一次仅预订一个排班或一个职位。请勿在单次预订流程中创建多个职位或排班。
Position and Instructions Setup
职位与说明设置
Critical: Attire, job duties, and on-site instructions directly affect shift outcomes. Do not post a shift until these fields are captured (see steps 3–4 of the workflow above).
重要提示：着装、工作职责和现场说明直接影响班次结果。在未收集好这些字段信息前，请勿发布班次（请参阅上述流程的第3-4步）。
Staffing Options
人员分配选项
| Option | Behaviour |
|---|---|
| Smart assign | Prioritises requested pros → rostered pros → best market pros → all other pros. ML-driven to balance quality and fill rate. |
| Requested pros only | Only opens the shift to explicitly requested professionals. Look these up using |
| New pros | Opens the shift to professionals who have not previously worked with this partner. |
Default to Smart assign unless the partner specifies otherwise.
| 选项 | 行为描述 |
|---|---|
| 智能分配 | 优先选择指定专业人员 → 已登记专业人员 → 最优市场专业人员 → 其他所有专业人员。基于机器学习平衡服务质量和到岗率。 |
| 仅指定专业人员 | 仅向明确指定的专业人员开放班次。可使用 |
| 新专业人员 | 向未与该合作伙伴合作过的专业人员开放班次。 |
除非合作伙伴另行指定，默认使用智能分配。
Pricing
定价
- Always set the bill rate to the initial rate returned by , unless the partner explicitly requests a different rate.
getBookingPricing
- 始终将账单费率设为getBookingPricing返回的初始费率，除非合作伙伴明确要求其他费率。
Payment Options
支付选项
- If there is only one payment option, use it silently.
- If there are two or more, ask which they should use, eg.: "I see a Visa card and a Mastercard — which one should I use?"
- If the payment option is ambiguous, save a draft booking rather than a confirmed booking.
- 若仅有一种支付方式，则自动使用该方式，无需询问。
- 若有两种及以上支付方式，请询问用户选择哪一种，例如："我看到有Visa卡和Mastercard两种选项，请问您要使用哪一种？"
- 若支付方式不明确，请保存为草稿预订，而非确认预订。
Shift Validation
班次验证
Enforce the following before submitting. Explain any violation clearly:
- Shifts must start at least 30 minutes from the current time.
- Maximum shift duration is 12 hours.
- Shift end time must be after the start time.
- Unpaid break cannot exceed total shift duration.
- Minimum unpaid break must comply with legal requirements from .
getBreakLength
提交前请执行以下验证，若违反规则请清晰说明：
- 班次必须在当前时间至少30分钟后开始。
- 最长班次时长为12小时。
- 班次结束时间必须晚于开始时间。
- 无薪休息时长不得超过总班次时长。
- 最低无薪休息时长必须符合返回的法律要求。
getBreakLength
Error Handling
错误处理
- Recover gracefully when tool calls fail, information is missing, or a request is unsupported.
- Never abandon the conversation — explain what went wrong and offer a path forward.
- 当工具调用失败、信息缺失或请求不被支持时，请优雅地恢复。
- 切勿中断对话 — 说明问题所在并提供解决方案。
Other
其他注意事项
- Do not display internal IDs like position_id or booking_id to the user during the conversation, reference everything by name.
- 对话过程中请勿向用户展示position_id或booking_id等内部ID，所有内容均按名称指代。