Finance

Findash

by FinDash, Inc

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_entities_list

ChatGPT

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

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.

accessible_users_list

ChatGPT

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

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_ownership_upsert

ChatGPT

client_account_ownership_upsert

ChatGPT

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_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_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_create

ChatGPT

client_accounts_create

ChatGPT

client_accounts_list

ChatGPT

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

client_accounts_list

ChatGPT

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

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_brief_get

ChatGPT

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

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_forecast_get

ChatGPT

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

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_delete

ChatGPT

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

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_item_upsert

ChatGPT

Create or update one income/expense/savings item inside 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_delete

ChatGPT

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

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_get

ChatGPT

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

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_scenario_upsert

ChatGPT

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

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_scenarios_list

ChatGPT

List manual cash flow planning scenarios (future plan models) 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_cashflow_summary_get

ChatGPT

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

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_binary_get

ChatGPT

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

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_download_url_get

ChatGPT

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

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_get

ChatGPT

Fetch one client document metadata record by documentRefId/documentId.

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_text_get

ChatGPT

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

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_update

ChatGPT

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

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_document_upload

ChatGPT

Upload a document/file into a client vault/documents collection and set category/subfolder 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_documents_list

ChatGPT

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

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_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_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_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_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_email_thread_messages_list

ChatGPT

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

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_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_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_delete

ChatGPT

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

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_document_extract_get

ChatGPT

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

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_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_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_entity_upsert

ChatGPT

client_entity_upsert

ChatGPT

client_estate_summary_get

ChatGPT

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

client_estate_summary_get

ChatGPT

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

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_delete

ChatGPT

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

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_family_member_upsert

ChatGPT

Create/update a family member record in 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_financial_snapshot_get

ChatGPT

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

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_delete

ChatGPT

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

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_goal_upsert

ChatGPT

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

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_goals_list

ChatGPT

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

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_policies_list

ChatGPT

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

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_delete

ChatGPT

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

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_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_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_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_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_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_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_performance_get

ChatGPT

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

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_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_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_investment_transactions_list

ChatGPT

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

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_delete

ChatGPT

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

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_account_upsert

ChatGPT

client_manual_account_upsert

ChatGPT

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_delete

ChatGPT

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

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_manual_investment_account_upsert

ChatGPT

client_manual_investment_account_upsert

ChatGPT

client_match_candidates

ChatGPT

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

client_match_candidates

ChatGPT

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

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_fields_update

ChatGPT

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

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_history_add

ChatGPT

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

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_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_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_net_worth_history_get

ChatGPT

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

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_delete

ChatGPT

Delete one professional contact entry from client profile.

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_professional_contact_upsert

ChatGPT

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

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_completeness_get

ChatGPT

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

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_get

ChatGPT

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

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_profile_update

ChatGPT

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

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_projection_summary_get

ChatGPT

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

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_relationship_update

ChatGPT

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

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_resolve

ChatGPT

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

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_tax_summary_get

ChatGPT

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

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_timeline_get

ChatGPT

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

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_exclude

ChatGPT

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

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_transaction_recategorize

ChatGPT

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

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_transactions_list

ChatGPT

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

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_categories_list

ChatGPT

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

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_delete

ChatGPT

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

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_category_upsert

ChatGPT

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

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_delete

ChatGPT

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

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.

client_vault_document_type_upsert

ChatGPT

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

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.

clients_meeting_due_list

ChatGPT

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

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_get

ChatGPT

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

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_candidates

ChatGPT

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

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_merge_execute

ChatGPT

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

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_delete

ChatGPT

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

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_methods_upsert

ChatGPT

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

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_get

ChatGPT

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

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_referral_update

ChatGPT

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

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.

contact_tags_update

ChatGPT

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

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_bulk_update

ChatGPT

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

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_delete

ChatGPT

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

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_list

ChatGPT

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

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).

contacts_upsert

ChatGPT

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

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_binary_get

ChatGPT

Alias of client_document_binary_get.

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_result

ChatGPT

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

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_start

ChatGPT

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

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.

document_extract_status

ChatGPT

Check async document extraction state by jobId.

document_extract_status

ChatGPT

Check async document extraction state by jobId.

documents_list

ChatGPT

Alias of client_documents_list.

documents_list

ChatGPT

Alias of client_documents_list.

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).

fetch

ChatGPT

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

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_assets_by_custodian_get

ChatGPT

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

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_cash_by_client_list

ChatGPT

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

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_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_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_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_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.

firm_positions_aggregate_list

ChatGPT

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

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_get

ChatGPT

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

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_add

ChatGPT

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

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_remove

ChatGPT

Remove one household/family member from 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.

household_member_role_update

ChatGPT

Update one household member relationship/role.

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.

knowledge_retrieve

ChatGPT

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

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_create

ChatGPT

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

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_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_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_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_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.

notes_update

ChatGPT

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

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_transcript_get

ChatGPT

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

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.

notetaker_transcripts_list

ChatGPT

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

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_create

ChatGPT

Create a new organization onboarding flow.

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_delete

ChatGPT

Delete one onboarding flow. Requires another flow to remain.

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_generate

ChatGPT

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

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_add

ChatGPT

Add one custom question to an onboarding flow.

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_delete

ChatGPT

Delete one custom question from 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_question_update

ChatGPT

Update one custom question inside 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_flow_update

ChatGPT

Update an existing organization onboarding flow.

onboarding_flow_update

ChatGPT

Update an existing organization onboarding flow.

onboarding_flows_list

ChatGPT

List organization onboarding flows and question counts.

onboarding_flows_list

ChatGPT

List organization onboarding flows and question counts.

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_create

ChatGPT

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

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_list

ChatGPT

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

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.

opportunities_metrics

ChatGPT

Compute opportunity creation velocity and revenue/AUM aggregates.

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_delete

ChatGPT

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

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_get

ChatGPT

Get one opportunity/lead by ID.

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

ChatGPT

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

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).

opportunity_update_stage

ChatGPT

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

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.

org_context_get

ChatGPT

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

org_context_get

ChatGPT

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

ping

ChatGPT

Health check for the Findash MCP server.

ping

ChatGPT

Health check for the Findash MCP server.

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.

recent_connected_emails_list

ChatGPT

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

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_delete

ChatGPT

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

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_type_upsert

ChatGPT

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

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.

relationship_types_list

ChatGPT

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

relationship_types_list

ChatGPT

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

search

ChatGPT

Search across contacts, client accounts, tasks, opportunities, workflows, workflow templates, and transcripts.

search

ChatGPT

Search across contacts, client accounts, tasks, opportunities, workflows, workflow templates, and transcripts.

search

ChatGPT

Search across contacts, client accounts, tasks, opportunities, workflows, workflow templates, and transcripts.

tag_delete

ChatGPT

Delete a configured firm tag from organization settings.

tag_delete

ChatGPT

Delete a configured firm tag 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.

tag_upsert

ChatGPT

Create a new firm tag or rename an existing one in 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).

tags_list

ChatGPT

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

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_get

ChatGPT

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

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.

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.

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_complete

ChatGPT

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

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_create

ChatGPT

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

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_delete

ChatGPT

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

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_list

ChatGPT

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

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.

tasks_update

ChatGPT

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

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.

team_users_list

ChatGPT

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

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).

teams_list

ChatGPT

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

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.

whoami

ChatGPT

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

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_complete

ChatGPT

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

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_get

ChatGPT

Get one workflow instance with steps and optional linked tasks.

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_add

ChatGPT

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

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_complete

ChatGPT

Mark a workflow step complete inside a workflow instance.

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_delete

ChatGPT

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

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_revert

ChatGPT

Revert a completed workflow step back to to-do.

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_step_update

ChatGPT

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

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_steps_list

ChatGPT

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

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_delete

ChatGPT

Delete one workflow template by templateId or templateName.

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_get

ChatGPT

Get one workflow template with optional full step schema.

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_template_upsert

ChatGPT

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

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.

workflow_templates_list

ChatGPT

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

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_list

ChatGPT

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

workflows_list

ChatGPT

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

workflows_start

ChatGPT

Start a workflow instance from a template.

workflows_start

ChatGPT

Start a workflow instance from a template.

workflows_start

ChatGPT

Start a workflow instance from a template.

Capabilities

Writes

Links

Documentation ↗Privacy Policy ↗

App Stats

468

Tools

ChatGPT

Platforms