AccountsReceivableReport
ChatGPTRead accounts-receivable snapshots for an inclusive startDate/endDate range; both inputs are DateWithoutTime values formatted yyyy-MM-ddT00:00:00. Returns daily sums of current balances across open DFAs without account-level PII or pagination. Requires Clerk OAuth and analytics permission and changes nothing.
ActiveVehicles
ChatGPTList active inventory vehicles. Inputs: take (page size, default 10), skip (offset, default 0), quickFilter (stock/VIN/make tokens), and sortBy ({ field, order }). Sortable fields include stockNumber, year, make, model, listPrice, stageName, purchaseDate, alternativeStockNumber, and vehicleYearMakeModel. Returns total count plus operational vehicle, pricing, mileage, stage, branch, and acquisition facts; vehicle id is retained as the exact target for comments. Requires Clerk OAuth and inventory permissions.
CollectionsReport
ChatGPTRead collections revenue for an inclusive startDate/endDate range; both inputs are DateWithoutTime values formatted yyyy-MM-ddT00:00:00. Returns balance type, effective date, and collected total without account-level PII or pagination. Requires Clerk OAuth and analytics permission and does not change any records.
CustomerDeal
ChatGPTRead one customer deal by integer id; this tool is not paginated. Returns deal status, terms, stage and assignee names, party names, vehicle facts, and finance status. Deal id plus target vehicle/DFA ids are retained for exact comments. Excludes contact data, government identifiers, addresses, income, credit reports, and payment methods. Requires Clerk OAuth and deal-view permission.
DealFinanceAccounts
ChatGPTList BHPH finance accounts. Inputs: take (page size, default 10), skip (offset, default 0), quickFilter (account/name/stock tokens), sort ({ field, order }), and optional FinanceAccountFilter values such as daysPastDue or totalPastDue. Sortable: daysPastDue, pastDueDate, totalPastDue, firstName, lastName, insuranceStatus, activePromiseDueDate, activePromiseAmount, assignedAgent, chargeOffDate, listingGroupCategory, alternativeStockNumber, customerId, originalFirstPaymentDate. Filter example for 30+ DPD: [{ field: daysPastDue, operator: gte, type: INT, value: { INT: 30 } }] Returns total count plus account status, balances, delinquency, payment, insurance, vehicle, borrower-name, and assigned-agent facts; the DFA id is retained as the exact target for comments. Requires Clerk OAuth and collections permissions; it returns no SSN, driver's-license, birth-date, or contact data.
DelinquencyReport
ChatGPTRead delinquent and total open-account counts for an inclusive startDate/endDate range; both inputs are DateWithoutTime values formatted yyyy-MM-ddT00:00:00. Returns daily aggregate counts without account-level PII or pagination. Requires Clerk OAuth and analytics permission and changes nothing.
