get_contacts
ChatGPTRetrieve full details for 1 to 10 contacts: profile, parent organizations, last 5 meetings (where the contact was an attendee), and open action items linked to the contact.
Business
Overview
Abacor turns your client meetings and conversations into searchable, structured intelligence, built for accounting firms. Connect Abacor to ChatGPT to: - Search across meeting notes, transcripts, and summaries from past client conversations - Recall what a specific client said, asked for, or committed to - Pull open action items across your book of business or for a single engagement - Get a prep brief before any upcoming meeting on your calendar - Look up contacts and organizations synced from your practice management system Abacor records and summarizes your meetings, extracts action items, and ties every conversation back to the right contact and organization. All data stays scoped to your Abacor workspace.
Tools
get_contacts
ChatGPTRetrieve full details for 1 to 10 contacts: profile, parent organizations, last 5 meetings (where the contact was an attendee), and open action items linked to the contact.
get_meeting_details
ChatGPTFull details for 1 to 10 specific meetings by ID. Default returns summary and action items. Add
transcript only when verbatim quotes are needed (transcripts can be large). Add insights only when the user explicitly asks for structured analysis (sentiment, speaker analytics, decisions, Q&A breakdown). For overview questions across many meetings, use list_completed_meetings or search_meetings first to find IDs.get_meeting_details
ChatGPTFull details for 1 to 10 specific meetings by ID. Default returns summary and action items. Add
transcript only when verbatim quotes are needed (transcripts can be large). Add insights only when the user explicitly asks for structured analysis (sentiment, speaker analytics, decisions, Q&A breakdown). For overview questions across many meetings, use list_completed_meetings or search_meetings first to find IDs.get_organizations
ChatGPTRetrieve full details for 1 to 10 organizations: profile, member contacts (people linked to the org), last 5 meetings (across all member contacts, deduped), and open action items linked to the org or any member.
get_organizations
ChatGPTRetrieve full details for 1 to 10 organizations: profile, member contacts (people linked to the org), last 5 meetings (across all member contacts, deduped), and open action items linked to the org or any member.
get_self
ChatGPTReturn the current user, their workspace, and role. Call this once at the start of a session to ground 'my', 'our', and 'the workspace' references. Also returns a
timezone field (the workspace's headquarters timezone, or UTC if unset) — but for the timezone parameter on date-aware tools, prefer the user's local timezone if you already know it from system context, prior conversation, or the user's profile. Don't call this tool just to discover a timezone you already know.get_self
ChatGPTReturn the current user, their workspace, and role. Call this once at the start of a session to ground 'my', 'our', and 'the workspace' references. Also returns a
timezone field (the workspace's headquarters timezone, or UTC if unset) — but for the timezone parameter on date-aware tools, prefer the user's local timezone if you already know it from system context, prior conversation, or the user's profile. Don't call this tool just to discover a timezone you already know.list_action_items
ChatGPTList action items across meetings. Defaults: assignee = current user (matched by email), status = open. Filter by assignee email, status, due date range, meeting, or contact.
list_action_items
ChatGPTList action items across meetings. Defaults: assignee = current user (matched by email), status = open. Filter by assignee email, status, due date range, meeting, or contact.
list_completed_meetings
ChatGPTList past meetings ordered by date descending — fast overview only, no summary content. Filter by date range, contact, organization, or assigned-to-me. To read summaries or action items for specific meetings, follow up with
get_meeting_details. For full-text search across notes/transcripts/summaries, use search_meetings.list_completed_meetings
ChatGPTList past meetings ordered by date descending — fast overview only, no summary content. Filter by date range, contact, organization, or assigned-to-me. To read summaries or action items for specific meetings, follow up with
get_meeting_details. For full-text search across notes/transcripts/summaries, use search_meetings.list_future_meetings
ChatGPTList upcoming calendar events ordered by start time ascending (soonest first). Each item flags whether a prep brief has been generated. To pull richer details for a specific meeting once it's recorded, use
get_meeting_details. For past meetings, use list_completed_meetings or search_meetings.list_future_meetings
ChatGPTList upcoming calendar events ordered by start time ascending (soonest first). Each item flags whether a prep brief has been generated. To pull richer details for a specific meeting once it's recorded, use
get_meeting_details. For past meetings, use list_completed_meetings or search_meetings.list_workspace_members
ChatGPTList members of the current workspace, optionally filtered by a name or email substring. Use to resolve names like 'Sarah' to user IDs for filtering tasks or meetings.
list_workspace_members
ChatGPTList members of the current workspace, optionally filtered by a name or email substring. Use to resolve names like 'Sarah' to user IDs for filtering tasks or meetings.
search_contacts
ChatGPTFuzzy search across contacts in the user's Abacor workspace — auto-extracted from meeting attendees and synced from accounting practice management integrations. Filter by integration source or owner.
search_contacts
ChatGPTFuzzy search across contacts in the user's Abacor workspace — auto-extracted from meeting attendees and synced from accounting practice management integrations. Filter by integration source or owner.
search_meetings
ChatGPTFuzzy search across notes, transcripts, summaries, and action items of completed meetings — returns short snippets, not full content. Filter by date range or attendee email. To read full summaries or action items for matching meetings, follow up with
get_meeting_details. For upcoming meetings, use list_future_meetings.search_meetings
ChatGPTFuzzy search across notes, transcripts, summaries, and action items of completed meetings — returns short snippets, not full content. Filter by date range or attendee email. To read full summaries or action items for matching meetings, follow up with
get_meeting_details. For upcoming meetings, use list_future_meetings.
