add_listing_photo
ChatGPTAdds one JPEG, PNG, GIF, WebP, or AVIF photo to a product/directory listing. Provide exactly one direct public image_url or ChatGPT image_file reference. The server downloads and resizes the image; never encode image bytes as text. Source limit 20 MiB. The listing enters In Review. When admin_url is present, show it as a clickable link when naming that record or report to the user.
analyze_broker_performance
ChatGPTRuns a bounded broker-efficiency workflow for the selected exchange and returns staff performance evidence and next actions. Use only when the user explicitly asks for a broker, sales-rep, or staff breakdown. Treat evidence as executed report sources and disclose skipped_reports separately. When admin_url is present, show it as a clickable link when naming that record or report to the user.
analyze_credit_risk
ChatGPTRuns a bounded credit-risk workflow for the selected exchange and returns receivable, transaction, and exposure findings. Treat evidence as executed report sources and disclose skipped_reports separately. When admin_url is present, show it as a clickable link when naming that record or report to the user.
analyze_member_health
ChatGPTRuns a bounded member-health workflow for the selected exchange and returns findings, evidence reports, skipped reports, and next actions. Treat evidence as executed report sources and disclose skipped_reports separately. When admin_url is present, show it as a clickable link when naming that record or report to the user.
create_csv_report_link
ChatGPTCreates a short-lived downloadable CSV link for one authorized report from the selected exchange and returns normalized search_params for source disclosure. When admin_url is present, show it as a clickable link when naming that record or report to the user.
create_listing
ChatGPTCreates a local listing for an exact account number in In Review. Describe the type first. Money fields are decimal currency strings, such as "12.50"; never put status or photos in fields. When admin_url is present, show it as a clickable link when naming that record or report to the user.
create_member_note
ChatGPTCreates a note on one authorized member account in the selected exchange. When admin_url is present, show it as a clickable link when naming that record or report to the user.
create_member_task
ChatGPTCreates a task attached to one authorized member. By default it is assigned to the authenticated employee; assignment may instead select the member's assigned trade broker. When admin_url is present, show it as a clickable link when naming that record or report to the user.
create_personal_task
ChatGPTCreates a task in the selected exchange assigned to the authenticated employee without attaching it to a member or prospect. When admin_url is present, show it as a clickable link when naming that record or report to the user.
create_pick_list_draft
ChatGPTCreates an unsent shopping-list draft for the authenticated employee from authorized local product and directory listings. A linked member or prospect is optional; its read scope is required when supplied. A linked member or prospect requires person_id or person_email selecting a person within that recipient. Unpublished listings are allowed but flagged. Does not send or activate a browser session. When admin_url is present, show it as a clickable link when naming that record or report to the user.
create_prospect
ChatGPTCreates a prospect with business name and primary contact email or phone. Defaults to Warm and contact name N/A. New Online Application and Not interested cannot be set. Search first if duplicate checking is desired; matching records are not merged or blocked. Use existing note tools for notes. When admin_url is present, show it as a clickable link when naming that record or report to the user.
create_prospect_note
ChatGPTCreates a dated staff note on one authorized prospect in the selected exchange. When admin_url is present, show it as a clickable link when naming that record or report to the user.
create_prospect_task
ChatGPTCreates a task attached to one authorized prospect. By default it is assigned to the authenticated employee; assignment may instead select the prospect's assigned sales rep. When admin_url is present, show it as a clickable link when naming that record or report to the user.
delete_mcp_task
ChatGPTHard-deletes a pristine Not started MCP-created task. Use only for a mistaken or duplicate task or at the user's request; report the deletion.
describe_csv_report
ChatGPTReturns detailed purpose, allowed filters, and examples for one CSV report from the selected exchange. When admin_url is present, show it as a clickable link when naming that record or report to the user.
describe_listing_type
ChatGPTReturns enabled fields, categories, valid statuses, photo support, and description guidance for one listing type. Read this before creating or broadly rewriting a listing.
describe_operational_workflow
ChatGPTReturns report sequence, filters, interpretation notes, and next actions for one operational workflow in the selected exchange. When admin_url is present, show it as a clickable link when naming that record or report to the user.
describe_prospect_fields
ChatGPTLists prospect creation and edit fields, defaults, allowed statuses, categories, address options, and active sales reps in this exchange. Optionally search NAICS names (up to 20 matches). Use these options before assigning a sales rep or category.
find_trade_opportunities
ChatGPTRuns a bounded trade-opportunity workflow for the selected exchange to match member demand with available supply. Treat evidence as executed report sources and disclose skipped_reports separately. When admin_url is present, show it as a clickable link when naming that record or report to the user.
get_exchange_context
ChatGPTReturns authenticated runtime context for the selected exchange, including local time, employee roles and scopes, operating model, service capabilities, and tool availability. Call this before any other NexTrade360 tool in each user request.
get_listing
ChatGPTReturns the complete current authorized local listing, photos with dimensions and signed full-resolution download links, and revision. WebP/PNG photos also include a JPEG download link. Read before every edit and fetch again when download links expire. When admin_url is present, show it as a clickable link when naming that record or report to the user.
get_mcp_task
ChatGPTReads one MCP-created task and its current revision for safe editing. When admin_url is present, show it as a clickable link when naming that record or report to the user.
get_member_summary
ChatGPTReturns a safe operational summary for one authorized member, including the complete prominent profile note and its revision when that field is viewable. Use the revision when replacing the profile note. When admin_url is present, show it as a clickable link when naming that record or report to the user.
get_prospect_summary
ChatGPTReturns one authorized prospect, its MCP origin, editable profile fields and revision. Use revision for update_mcp_prospect. The complete profile_note and separate profile_note_sha256 are included when viewable; use profile_note_sha256 when replacing the profile note. When admin_url is present, show it as a clickable link when naming that record or report to the user.
list_available_reports
ChatGPTLists available reports for the selected exchange with compact purpose, best-use, output mode, and filter-name metadata so a client can choose the right report before requesting details. When admin_url is present, show it as a clickable link when naming that record or report to the user.
list_members_near_credit_limit
ChatGPTLists authorized active members of the selected exchange currently at or above a credit-line utilization threshold. This is a current-state snapshot, not evidence about a historical period. When admin_url is present, show it as a clickable link when naming that record or report to the user.
list_operational_workflows
ChatGPTLists broker/operator workflows for the selected exchange that map common staff questions to report sequences.
remove_listing_photo
ChatGPTRemoves one photo from a product/directory listing; does not delete the listing. The listing enters In Review. When admin_url is present, show it as a clickable link when naming that record or report to the user.
reorder_listing_photos
ChatGPTReorders every photo on a product/directory listing using an exact ordered list of existing photo IDs. The listing enters In Review. When admin_url is present, show it as a clickable link when naming that record or report to the user.
resolve_member_by_account_number
ChatGPTResolves an exact account number from the selected exchange to the internal member id required by member-scoped reports. When admin_url is present, show it as a clickable link when naming that record or report to the user.
run_structured_report
ChatGPTRuns one authorized report for the selected exchange and returns bounded structured JSON rows plus source provenance in meta.search_params and meta.pagination. When admin_url is present, show it as a clickable link when naming that record or report to the user.
search_csv_reports
ChatGPTSearches authorized reports for the selected exchange by natural-language purpose and returns ranked, scope-filtered report metadata. When admin_url is present, show it as a clickable link when naming that record or report to the user.
search_listings
ChatGPTFinds authorized local listings by exact account number, name/title or description text, and status. Omit search filters to browse bounded authorized listings. Use it to resolve review-report rows to listing IDs; never guess among ambiguous matches. When admin_url is present, show it as a clickable link when naming that record or report to the user.
search_members
ChatGPTSearches authorized members of the selected exchange by business, account, location, or contact details. When admin_url is present, show it as a clickable link when naming that record or report to the user.
search_prospects
ChatGPTSearches authorized prospects of the selected exchange by business, location, or contact details. When admin_url is present, show it as a clickable link when naming that record or report to the user.
set_listing_status
ChatGPTChanges only status, using a valid value from describe_listing_type. Never approve an In Review listing on your own; leaving In Review requires the user's explicit approval instruction in approval_instruction. When admin_url is present, show it as a clickable link when naming that record or report to the user.
update_listing
ChatGPTPatches any normal staff-editable listing content and pricing together; omitted fields are unchanged. Broad edits enter In Review, temporarily removing a public listing from public views. When admin_url is present, show it as a clickable link when naming that record or report to the user.
update_listing_pricing
ChatGPTDirectly patches only the listed product/need pricing, tax, fee, and quantity fields. Use for narrow inventory or price changes; directory listings have no pricing operation. Money fields are decimal currency strings. When admin_url is present, show it as a clickable link when naming that record or report to the user.
update_mcp_prospect
ChatGPTPartially updates an authorized prospect originally created through MCP, by any employee or connection. Fetch get_prospect_summary first. Omitted fields are preserved. Optional fields can be cleared with null; email or phone and business name must remain. New Online Application and Not interested cannot be set. Converted members cannot be edited. When admin_url is present, show it as a clickable link when naming that record or report to the user.
update_mcp_task
ChatGPTRevises the complete comment, due time, priority, or task type of a Not started MCP-created task. First read the task, preserve relevant comment text, and supply its revision. When admin_url is present, show it as a clickable link when naming that record or report to the user.
update_member_profile_note
ChatGPTReplaces the prominent member profile note, not a dated Note record. Use only when the user directly requests this edit, or when a newly discovered significant fact would be highly beneficial as the first thing admins and brokers see. For a discovery-driven edit, give a concrete rationale and tell the user afterward. First read the complete current note with get_member_summary, preserve relevant content in the replacement, and pass its revision. Never use for routine findings. When admin_url is present, show it as a clickable link when naming that record or report to the user.
update_prospect_profile_note
ChatGPTReplaces the prominent prospect profile note, not a dated Note record. Use only when the user directly requests this edit, or when a newly discovered significant fact would be highly beneficial as the first thing admins and brokers see. For a discovery-driven edit, give a concrete rationale and tell the user afterward. First read the complete current note with get_prospect_summary, preserve relevant content in the replacement, and pass its revision. Never use for routine findings. When admin_url is present, show it as a clickable link when naming that record or report to the user.
