advisors_get_act_as_options
ChatGPTList the advisors you may act on behalf of. Maps to `GET /v1/advisor/act_as_options. Call this before passing act_as_advisor_id to a tool that accepts it — only some tools do, and a tool accepts it only if act_as_advisor_id appears in its own input schema; passing it to any other tool is rejected before the call is made. That argument takes an rsk_user_id, which is an internal identifier — it cannot be guessed, and a wrong value is refused with a message that deliberately reveals nothing about which advisors exist. This is the only way to obtain a usable one. Each entry carries rsk_user_id plus the advisor's name and email, so a person can be shown which advisor they are choosing rather than a number. Returns an empty list if you are not an assistant for anyone — that is a success, not an error. One response carries at most 100 advisors. When more than that match, the response says so in truncated and names the next_offset to ask for: every advisor you may act as is reachable by paging, or directly by search`. Never treat a page as the whole list.
checkins_get
ChatGPTFetch a single check-in by ID. Maps to `GET /v1/checkins/{checkin_id}. Returns {"data": <check-in>} or {"error": {...}}`.
checkins_get_list
ChatGPTList check-ins for the authenticated advisor. Maps to `GET /v1/checkins. When client_id is provided, returns check-ins for that client. Otherwise returns the advisor's full check-in list. Returns {"data": <check-ins>} or {"error": {...}}. The Core API serves those two modes from different code paths, so some filters are mode-specific: only_latest requires client_id, while show_all, exclude_analytics, and limit only apply to the full advisor list (omit client_id`). Using a filter with the wrong mode returns a validation error instead of silently ignoring it.
client_search
ChatGPTSearch for clients by name or other criteria. Use this tool to look up client identities before passing a client_id to the nucleus_agent tool.
clients_create
ChatGPTCreate a new client. Maps to `POST /v1/clients. Returns {"data": <created client>} or {"error": {...}}`.
clients_delete
ChatGPTDelete a client by ID. Maps to `DELETE /v1/clients/{client_id}. Returns {"data": <result>} or {"error": {...}}`.
clients_get
ChatGPTFetch a single client by ID. Maps to `GET /v1/clients/{client_id}. Returns {"data": <client>} or {"error": {...}}`.
clients_get_list
ChatGPTList the authenticated advisor's clients. Maps to `GET /v1/clients. Returns {"data": [...]} by default, or {"error": {...}} on failure. Set no_share=True` to return only clients the advisor owns.
clients_search_by_name
ChatGPTSearch clients by name only. Maps to `GET /v1/clients/search?q=.... Returns {"data": [...]} or {"error": {...}}`.
clients_search_by_name_email
ChatGPTSearch clients by name or email. Maps to `GET /v1/clients?q=.... Returns {"data": [...]} or {"error": {...}}`.
clients_sync_with_integrations
ChatGPTSync a client with their integrations. Maps to `GET /v1/integration/sync_client_generic/{client_id}. Triggers a sync for the client across linked integrations. Returns {"data": <result>} or {"error": {...}}`.
clients_update
ChatGPTUpdate an existing client. Maps to `PUT /v1/clients/{client_id}. Returns {"data": <updated client>} or {"error": {...}}`.
models_portfolios_create_model
ChatGPTCreate a new advisor model. Maps to `POST /v1/portfolios. Returns {"data": <created model>} or {"error": {...}}`.
models_portfolios_create_portfolio
ChatGPTCreate a new client portfolio. Maps to `POST /v1/portfolios. Returns {"data": <created portfolio>} or {"error": {...}}`.
models_portfolios_delete
ChatGPTDelete a model or client portfolio by ID. Maps to `DELETE /v1/portfolios/{portfolio_id}. Returns {"data": <result>} or {"error": {...}}`.
models_portfolios_get
ChatGPTFetch a single model or client portfolio by ID. Maps to `GET /v1/portfolios/{portfolio_id}. Returns {"data": <object>} or {"error": {...}}`.
models_portfolios_get_list
ChatGPTList the authenticated advisor's models. Maps to `GET /v1/portfolios. Returns {"data": [...]} or {"error": {...}}`. The advisor is identified by the session; no parameters are required.
models_portfolios_update_account
ChatGPTUpdate an existing account in a model or client portfolio. Maps to `PUT /v1/portfolios/{portfolio_id}. Returns {"data": <updated portfolio>} or {"error": {...}}. The account MUST contain its id. The account is replaced wholesale, so pass the complete account (all allocations to keep). This is a read-modify-write: the current portfolio is fetched and written back with only the matching account replaced, so all other accounts and the portfolio's client_id/name/type` are preserved automatically — you do not pass them.
models_portfolios_update_new_account
ChatGPTAdd a new account to a model or client portfolio. Maps to `PUT /v1/portfolios/{portfolio_id}. Returns {"data": <updated portfolio>} or {"error": {...}}. The account must NOT contain an id (use models_portfolios_update_account to modify an existing account). This is a read-modify-write: the current portfolio is fetched and written back with only the new account appended, so all other accounts and the portfolio's client_id/name/type` are preserved automatically — you do not pass them.
models_portfolios_update_preferred_proxy
ChatGPTSet a preferred proxy security for an allocation in a portfolio. Maps to `PUT /v1/portfolios/{portfolio_id}, setting the target allocation's adjustments.proxy.value to the Riskalyze Security ID. This is a read-modify-write: it fetches the portfolio, injects the proxy into the named allocation, and writes the whole portfolio back so nothing else is lost. Returns {"data": <updated portfolio>} or {"error": {...}}`.
nucleus_agent
ChatGPTSend a prompt or tool approval to Nucleus on behalf of the authenticated user. This tool proxies requests to nitrogen-agent-service. It handles both new prompts and tool-approval confirmations. The prompt field is optional when confirming an action — pass toolApprovals instead.
questionnaires_create
ChatGPTCreate a new risk questionnaire for a client. Maps to `POST /v1/questionnaires. Returns {"data": <created questionnaire>} or {"error": {...}}`.
questionnaires_delete
ChatGPTDelete a risk questionnaire by ID. Maps to `DELETE /v1/questionnaires/{questionnaire_id}. Returns {"data": <result>} or {"error": {...}}`.
questionnaires_get
ChatGPTFetch a single risk questionnaire by ID. Maps to `GET /v1/questionnaires/{questionnaire_id}. Returns {"data": <questionnaire>} or {"error": {...}}`.
questionnaires_get_lead_generation_key
ChatGPTGet the advisor's lead-generation questionnaire embed link key(s). Maps to `GET /v1/embed_links. Returns {"data": <embed link>} or {"data": [<embed links>]} (or {"error": {...}}). When token` is provided, returns the specific embed link whose key matches that token.
retirement_maps_create
ChatGPTCreate a new retirement map for a client. Maps to `POST /v2/retirement. Returns {"data": <created retirement map>} or {"error": {...}}`.
retirement_maps_delete
ChatGPTDelete a retirement map by ID. Maps to `DELETE /v2/retirement/{retirement_id}. Returns {"data": <result>} or {"error": {...}}`.
retirement_maps_get
ChatGPTFetch a single retirement map by ID. Maps to `GET /v2/retirement/{retirement_id}. Returns {"data": <retirement map>} or {"error": {...}}`.
retirement_maps_update
ChatGPTUpdate an existing retirement map. Fetches the current map, merges the provided settings into the existing `settings object, and PUTs the full merged settings to /v2/retirement/{retirement_id}. Provided fields overwrite existing fields; omitted fields are preserved. Returns {"data": <updated retirement map>} or {"error": {...}}`.
checkins_get
Claudecheckins_get_list
Claudeclient_search
Claudeclients_create
Claudeclients_delete
Claudeclients_get
Claudeclients_get_list
Claudeclients_search_by_name
Claudeclients_search_by_name_email
Claudeclients_sync_with_integrations
Claudeclients_update
Claudemodels_portfolios_create_model
Claudemodels_portfolios_create_portfolio
Claudemodels_portfolios_delete
Claudemodels_portfolios_get
Claudemodels_portfolios_get_list
Claudemodels_portfolios_update_account
Claudemodels_portfolios_update_new_account
Claudemodels_portfolios_update_preferred_proxy
Claudenucleus_agent
Claudequestionnaires_create
Claudequestionnaires_delete
Claudequestionnaires_get
Claudequestionnaires_get_lead_generation_key
Clauderetirement_maps_create
Clauderetirement_maps_delete
Clauderetirement_maps_get
Clauderetirement_maps_update
Claude
