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Findash

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Overview

Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.

Tools

accessible_entities_list

ChatGPT
List entities across accounts the current actor can edit, with optional type and name filters.

accessible_users_list

ChatGPT
List users/accounts the current actor can access, with optional filters for relationship, location, net worth, and access type.

client_account_ownership_upsert

ChatGPT
Create or update ownership/beneficiary designations for an existing account (manual, plaid, or custodial). This writes the Net Worth/Estate ownership structure in users/{uid}/estatePlan/data.accountBeneficiaries and can auto-create linked trust/entity profile records in users/{uid}/entities when owners reference them. If owners are omitted, the tool preserves the current owners when possible so beneficiary-only updates work.

client_account_tags_update

ChatGPT
Add/remove/set/clear firm tags on a full client account and sync the account tag copies used by the firm roster.

client_accounts_create

ChatGPT
Create a full Findash client account for a person or organization, or link an already-shared existing account when confirmExistingAccount=true. This creates or reuses one linked CRM contact for the full account and refuses ambiguous contact-only duplicates.

client_accounts_list

ChatGPT
List full firm client accounts from clientAccounts with relationship/status/advisor/location/tag filters.

client_brief_get

ChatGPT
Fetch an aggregated client brief (profile, note previews, tasks, opportunities, workflows, transcript matches) in one call.

client_cashflow_forecast_get

ChatGPT
Project monthly cash flow over N months from a manual cash flow planning scenario.

client_cashflow_item_delete

ChatGPT
Delete one income/expense/savings item from a scenario group for future cash flow planning.

client_cashflow_item_upsert

ChatGPT
Create or update one income/expense/savings item inside a scenario/group for future cash flow planning.

client_cashflow_scenario_delete

ChatGPT
Delete a manual cash flow scenario by scenarioId (auto-promotes a new default if needed).

client_cashflow_scenario_get

ChatGPT
Fetch one manual cash flow planning scenario (or default) with groups, items, and totals.

client_cashflow_scenario_upsert

ChatGPT
Create or update a manual cash flow scenario (future cash flow plan model) for a resolved full client account.

client_cashflow_scenarios_list

ChatGPT
List manual cash flow planning scenarios (future plan models) for a resolved full client account.

client_cashflow_summary_get

ChatGPT
Compute income/expense/net totals, trend, and monthly rollups from transactions using Cash Flow page rules.

client_document_binary_get

ChatGPT
Return a base64 chunk of one client document so MCP clients can process bytes directly.

client_document_download_url_get

ChatGPT
Get a signed or stored download URL for one client document.

client_document_get

ChatGPT
Fetch one client document metadata record by documentRefId/documentId.

client_document_text_get

ChatGPT
Extract text from one client document (PDF/text/json/csv/xml/html) with chunking.

client_document_update

ChatGPT
Rename document title and/or update Vault folder (category) and subfolder (documentType) metadata.

client_document_upload

ChatGPT
Upload a document/file into a client vault/documents collection and set category/subfolder metadata.

client_documents_list

ChatGPT
List client vault/documents metadata for a resolved client with optional signed URLs.

client_email_message_get

ChatGPT
Fetch one email message by grantId/messageId, including full body and headers. Uses archive cache first and can refresh live from Nylas.

client_email_messages_list

ChatGPT
List recent emails involving a full client account or contact-only CRM record. Uses indexed email first and can optionally refresh from Nylas for freshness.

client_email_thread_messages_list

ChatGPT
List indexed metadata rows for one email thread by grantId/threadId across accessible mailboxes.

client_entities_list

ChatGPT
List Business Entities & Trusts profile records stored in users/{clientUid}/entities. This powers the Profile/Estate Business Entities & Trusts UI, not net-worth manual accounts.

client_entity_delete

ChatGPT
Delete or soft-delete one Business Entities & Trusts profile record from users/{clientUid}/entities.

client_entity_document_extract_get

ChatGPT
Inspect one client document for previously extracted entity/trust metadata and return the best next extraction hint.

client_entity_get

ChatGPT
Fetch one Business Entities & Trusts profile record from users/{clientUid}/entities. Use this for trusts, LLCs, LPs, corporations, and similar profile records.

client_entity_upsert

ChatGPT
Create or update one Business Entities & Trusts profile record in users/{clientUid}/entities. Use this for trusts, LLCs, LPs, corporations, and similar profile records shown in the Profile/Estate UI. Do not use client_manual_account_upsert for this.

client_estate_summary_get

ChatGPT
Return a high-level estate summary with net worth, beneficiary count, missing core documents, and entity/trust counts.

client_family_member_delete

ChatGPT
Delete (or soft-delete) a family member record from client profile.

client_family_member_upsert

ChatGPT
Create/update a family member record in client profile.

client_financial_snapshot_get

ChatGPT
Compute client net worth and investment positions from all account sources (Plaid, manual, custodial) with ownership-adjusted totals.

client_goal_delete

ChatGPT
Delete one financial goal by id from users/{uid}/settings/financialGoals and remove it from customOrder.

client_goal_upsert

ChatGPT
Create or update one financial goal in users/{uid}/settings/financialGoals (preserves full goalConfig fields).

client_goals_list

ChatGPT
List financial goals (including scenario-specific goals) from users/{uid}/settings/financialGoals.

client_insurance_policies_list

ChatGPT
List insurance policy records from client documents/vault with coverage, cash value, premium, and policy metadata.

client_insurance_policy_delete

ChatGPT
Delete or soft-delete one insurance policy record (and optionally delete storage file).

client_insurance_policy_get

ChatGPT
Fetch one insurance policy record by policyRefId/policyId (aliases: documentRefId/documentId), including cash value and estate-treatment fields when present.

client_insurance_policy_upsert

ChatGPT
Create or update one insurance policy record (supports aliases and convenience policy fields, including cash value, policy loan balance, and estate tax treatment).

client_insurance_summary_get

ChatGPT
Get insurance analysis summary + optional policy rollups for a resolved client account, including coverage, cash value, loan, and estate-includable death benefit totals.

client_investment_performance_get

ChatGPT
Summarize portfolio value, cost basis, gain/loss, and return percentage by investment account.

client_investment_positions_list

ChatGPT
List merged investment positions across Plaid, manual, and custodial sources with account/security details, cost basis, and gain/loss metadata.

client_investment_transactions_list

ChatGPT
List merged investment transactions across Plaid and custodial sources with deterministic pagination and source/account filters.

client_manual_account_delete

ChatGPT
Delete one manual net-worth account by accountId (or by name match).

client_manual_account_upsert

ChatGPT
Create or update a manual net-worth asset/liability account stored on the user doc manualAccounts array. When ownership fields are included, this tool can also sync estate ownership designations and auto-create/link the related trust/entity profile record in users/{uid}/entities.

client_manual_investment_account_delete

ChatGPT
Delete one manual investment account by accountId (or by name match) and remove its manualInvestmentHoldings records.

client_manual_investment_account_upsert

ChatGPT
Create or update a manual investment account and replace its detailed holdings in users/{uid}/manualInvestmentHoldings. This mirrors the manual investment account editor in the Investments UI and supports traditional assets, crypto, precious metals, and cash holdings.

client_match_candidates

ChatGPT
Return ranked candidate matches for a client/person query with confidence and recommended references for follow-up tool calls.

client_meeting_fields_update

ChatGPT
Update meetingCadence and/or lastMeetingDate for a full client account or contact-only CRM record.

client_meeting_history_add

ChatGPT
Append one meetingHistory entry for a full client account or contact-only CRM record and optionally update lastMeetingDate.

client_meeting_status_get

ChatGPT
Get meeting cadence, last meeting, upcoming meeting, and computed due/overdue status for a full client account or contact-only CRM record.

client_net_worth_history_get

ChatGPT
Return current net worth plus historical net worth points from users/{uid}/netWorthHistory.

client_professional_contact_delete

ChatGPT
Delete one professional contact entry from client profile.

client_professional_contact_upsert

ChatGPT
Create/update a professional contact entry inside client profile (attorney, CPA, etc).

client_profile_completeness_get

ChatGPT
Compute profile completeness for onboarding/planning fields with field-level missing/present output.

client_profile_get

ChatGPT
Get full client profile data (personal info, custom fields, professional contacts, family members, computed age/retirement metrics).

client_profile_update

ChatGPT
Update client personalInfo, personalInfo.customFields, and/or professionalContacts with merge/replace controls.

client_projection_summary_get

ChatGPT
Return high-level retirement simulation/projection fields including success probability and projected wealth.

client_relationship_update

ChatGPT
Update relationship and active/inactive lifecycle for a full client account and/or contact record.

client_resolve

ChatGPT
Resolve a person/client reference using name/email first, with optional IDs for advanced workflows.

client_tax_summary_get

ChatGPT
Return the default client tax scenario summary from users/{uid}/taxScenarios.

client_timeline_get

ChatGPT
Build a chronological timeline of client note previews, tasks, opportunities, workflows, and transcript metadata.

client_transaction_exclude

ChatGPT
Exclude/include one transaction from budget tracking or add/remove exclusion rules for similar transactions.

client_transaction_recategorize

ChatGPT
Recategorize one transaction or create/update merchant/category mapping rules in default/manual cash flow scenario.

client_transactions_list

ChatGPT
List historical transactions for a resolved full client account with Cash Flow-aligned filtering and classification.

client_vault_categories_list

ChatGPT
List the effective Vault folder/category taxonomy and document subtypes for a client/user account.

client_vault_category_delete

ChatGPT
Delete a custom Vault folder/category or hide a default one; optionally migrate documents first.

client_vault_category_upsert

ChatGPT
Create or update a Vault folder/category in the persisted vault config for a client/user account.

client_vault_document_type_delete

ChatGPT
Delete a Vault document subtype/subfolder; optionally migrate documents first.

client_vault_document_type_upsert

ChatGPT
Create or update a Vault document subtype/subfolder inside an existing category.

clients_meeting_due_list

ChatGPT
List full client accounts and optional contact-only CRM records with computed meeting due and overdue status.

contact_get

ChatGPT
Get one contact profile by contactId, clientId, email, or external reference.

contact_merge_candidates

ChatGPT
Find likely duplicate contacts by same email, phone, or name/company.

contact_merge_execute

ChatGPT
Merge duplicate contacts into one primary contact (with optional note migration + source soft-delete).

contact_methods_delete

ChatGPT
Remove one or all email/phone/address methods from a contact.

contact_methods_upsert

ChatGPT
Create/update typed contact methods (emails, phones, addresses) with merge/replace mode.

contact_referral_get

ChatGPT
Get referral/source fields (lead source, referred by, contact source) for a resolved contact/client.

contact_referral_update

ChatGPT
Update referral/source fields on contact and/or linked client account profile.

contact_tags_update

ChatGPT
Add/remove/set/clear tags on a contact.

contacts_bulk_update

ChatGPT
Bulk update relationship/status/tags/referral/assignment fields across many contacts.

contacts_delete

ChatGPT
Delete a contact by id/email/external ref (soft-delete default).

contacts_list

ChatGPT
List firm contacts (contact-only + linked full accounts) with relationship/advisor/status/location/tag filters and optional expanded fields.

contacts_upsert

ChatGPT
Create or update a contact (match by contactId, clientId, email, query, or external reference).

document_binary_get

ChatGPT
Alias of client_document_binary_get.

document_extract_result

ChatGPT
Return extraction output text for a completed async document extraction job.

document_extract_start

ChatGPT
Start async text extraction for one document and return a jobId for polling.

document_extract_status

ChatGPT
Check async document extraction state by jobId.

documents_list

ChatGPT
Alias of client_documents_list.

fetch

ChatGPT
Fetch a full record by id from a prior search result (contact/task/opportunity/workflow/template/transcript).

firm_assets_by_custodian_get

ChatGPT
Firm-admin institution/custodian rollup from summary_accounts household account detail.

firm_cash_by_client_list

ChatGPT
Firm-admin ranking of households by cash / uninvested cash balances from summary_accounts.

firm_insurance_policies_list

ChatGPT
Firm-only cross-client insurance policy search with expiration, client, advisor, and carrier filters; items include normalized coverage, cash value, and estate-related fields when available.

firm_metrics_summary_get

ChatGPT
Firm-admin aggregate metrics from organization summary docs, including net worth, cash, investable assets, AUM, and optional history/holdings previews.

firm_positions_aggregate_list

ChatGPT
Firm-admin aggregated holdings across the firm from the cached firmHoldingsBreakdown summary.

household_get

ChatGPT
Get household/family members for a resolved client profile with relationship counts.

household_member_add

ChatGPT
Add a household/family member to a resolved client profile.

household_member_remove

ChatGPT
Remove one household/family member from a resolved client profile.

household_member_role_update

ChatGPT
Update one household member relationship/role.

knowledge_retrieve

ChatGPT
Run one cross-source retrieval pass (search + optional fetch details) across transcripts, notes, documents, tasks, and opportunities.

notes_create

ChatGPT
Write a note to a full client account or a contact-only CRM record.

notes_delete

ChatGPT
Delete a note by noteId for a full client account or a contact-only CRM record (hard delete by default; optional soft delete).

notes_list

ChatGPT
List notes for a full client account or a contact-only CRM record. Returns preview content by default; request full content only when needed.

notes_update

ChatGPT
Update an existing note by noteId for a full client account or a contact-only CRM record.

notetaker_transcript_get

ChatGPT
Fetch a transcript for one AI Notetaker session (from Firestore or Storage).

notetaker_transcripts_list

ChatGPT
List firm AI Notetaker meeting transcripts (paginated). Returns meeting metadata and whether a transcript is available.

onboarding_flow_create

ChatGPT
Create a new organization onboarding flow.

onboarding_flow_delete

ChatGPT
Delete one onboarding flow. Requires another flow to remain.

onboarding_flow_generate

ChatGPT
Generate a starter onboarding flow from a purpose and target audience.

onboarding_flow_question_add

ChatGPT
Add one custom question to an onboarding flow.

onboarding_flow_question_delete

ChatGPT
Delete one custom question from an onboarding flow.

onboarding_flow_question_update

ChatGPT
Update one custom question inside an onboarding flow.

onboarding_flow_update

ChatGPT
Update an existing organization onboarding flow.

onboarding_flows_list

ChatGPT
List organization onboarding flows and question counts.

opportunities_create

ChatGPT
Create an opportunity (lead) in the firm pipeline with full opportunity fields.

opportunities_list

ChatGPT
List pipeline opportunities/leads with filters, velocity-ready fields, and pagination.

opportunities_metrics

ChatGPT
Compute opportunity creation velocity and revenue/AUM aggregates.

opportunity_delete

ChatGPT
Delete an opportunity (firm admin only; hard delete by default, optional soft delete).

opportunity_get

ChatGPT
Get one opportunity/lead by ID.

opportunity_update

ChatGPT
Update any editable opportunity fields (status, value, notes, owner, identifiers, dates).

opportunity_update_stage

ChatGPT
Update opportunity pipeline stage/status (e.g. open, won, lost).

org_context_get

ChatGPT
Return organization context (name/plan/timezone), optional counts, teams, and members.

ping

ChatGPT
Health check for the Findash MCP server.

recent_connected_emails_list

ChatGPT
List recent emails across the authenticated user’s connected inboxes, with optional live Nylas refresh for freshness.

relationship_type_delete

ChatGPT
Delete a custom firm relationship value from organization settings (cannot delete Client/Prospect defaults).

relationship_type_upsert

ChatGPT
Create a new firm relationship value or rename an existing one in organization settings.

relationship_types_list

ChatGPT
List configured firm relationship values (Client/Prospect + custom values) from organization settings.

tag_delete

ChatGPT
Delete a configured firm tag from organization settings.

tag_upsert

ChatGPT
Create a new firm tag or rename an existing one in organization settings.

tags_list

ChatGPT
List organization firm tags (configured tags + usage counts from contacts and full client accounts).

task_get

ChatGPT
Get one task with full details and optional comments (firm or personal scope).

task_route_resolve

ChatGPT
Preflight resolve task routing for scope, assignee/team, and optional client references before calling tasks_create. Defaults to personal scope for self-service users and firm scope for firm members.

tasks_complete

ChatGPT
Mark a task complete and optionally add a completion note (firm or personal scope).

tasks_create

ChatGPT
Create a task. Defaults to personal tasks for self-service users and firm tasks for firm members.

tasks_delete

ChatGPT
Delete a task (firm or personal scope). For firm tasks with subtasks, optional cascade/convert behavior.

tasks_list

ChatGPT
List tasks with status/assignee/date filters and pagination (firm or personal scope).

tasks_update

ChatGPT
Update a task (firm or personal scope): assignment, dates, status, priority, fields.

team_users_list

ChatGPT
List team members in the current firm organization for assignment and routing.

teams_list

ChatGPT
List firm teams/groups and member IDs (optionally expanded member records).

whoami

ChatGPT
Return authenticated actor identity + MCP scope permissions for this session.

workflow_complete

ChatGPT
Mark every step in a workflow instance complete and finalize the workflow.

workflow_get

ChatGPT
Get one workflow instance with steps and optional linked tasks.

workflow_step_add

ChatGPT
Insert a new step into an existing workflow instance and optionally execute special step types immediately.

workflow_step_complete

ChatGPT
Mark a workflow step complete inside a workflow instance.

workflow_step_delete

ChatGPT
Delete one step from a workflow instance and remove linked firm tasks.

workflow_step_revert

ChatGPT
Revert a completed workflow step back to to-do.

workflow_step_update

ChatGPT
Update one workflow instance step fields/status/assignment/due date and sync linked firm tasks.

workflow_steps_list

ChatGPT
List steps for a workflow instance, with optional linked task counts/details.

workflow_template_delete

ChatGPT
Delete one workflow template by templateId or templateName.

workflow_template_get

ChatGPT
Get one workflow template with optional full step schema.

workflow_template_upsert

ChatGPT
Create or update a workflow template with full step schema support.

workflow_templates_list

ChatGPT
List workflow templates available in the firm for safe start/selection.

workflows_list

ChatGPT
List workflow instances (active/completed/scheduled) with progress.

workflows_start

ChatGPT
Start a workflow instance from a template.

Capabilities

Writes

App Stats

156

Tools

ChatGPT

Platforms

Works with

ChatGPT

Data refreshed daily