clone-project-tool
ChatGPTClone an existing project, allowing to select which elements to copy: funnels, tags, checklists, form answers, media, forum, groups and assignments. Creates a new project based on the source project with the selected elements.
create-contact-tool
ChatGPTCreate a contact in the current workspace. Only name is required. Uses the same validation as the contact screen. Requires the contacts.create permission.
create-project-tool
ChatGPTCreate a new project with full configuration. Only "name" is required. Optionally set description, impact, status, budget, contact, customer, tags, funnels, users, groups, children, funnel_status, forecast_dates, form_answers and more. Tags, funnels, groups and children use incremental format: {"to_add": [id,...], "to_rem": [id,...]}. Users is an array of {"user_id": uuid, "role": "creator"|"assignee"|"follower", "action": "add"|"remove"}. Returns the created project data.
delete-contact-tool
ChatGPTSoft-delete a contact of the current workspace, the same way the contact screen deletes one. A contact from another company is not found. Requires the contacts.delete permission.
delete-customer-tool
ChatGPTSoft-delete a customer of the current workspace, the same way the customer screen deletes one. A customer from another company is not found. Requires the customers.delete permission.
edit-contact-tool
ChatGPTEdit a contact of the current workspace. Send only the fields that change. Send null to clear a nullable text field, the same way the contact screen does. Null on name, tags, customers or form answers is ignored. A blank string is ignored and leaves the stored value. A contact from another company is not found. Uses the same validation as the contact screen. Requires permission to edit that contact.
edit-project-tool
ChatGPTEdit an existing project's data. Supports updating name, description, impact, status, budget, contact, customer, tags (incremental add/remove), funnel_status, funnels, groups, users, children, forecast_dates and form_answers. Tags, funnels, groups and children use incremental operations with {"to_add": [id,...], "to_rem": [id,...]}. Users is an array of {"user_id": uuid, "role": "creator"|"assignee"|"follower", "action": "add"|"remove"}. funnel_status updates one funnel at a time: {"project_funnel_id": int, "funnel_status_id": int}. The response does NOT return tags or funnels — confirm changes via get-project-details-tool.
get-contact-details-tool
ChatGPTGet one contact of the current workspace by id, including the same fields the contact screen shows. A contact from another company is not found. Requires the contacts.index permission, the same check the contact screen uses to open a record.
get-customer-details-tool
ChatGPTGet one customer of the current workspace by id, including the same fields the customer screen shows. A customer from another company is not found. Requires permission to view that customer.
get-form-answers-tool
ChatGPTRead the current answers of one form at one target — one of the places that form is attached. Returns one entry per field of the form, answered or not: id (the field id used when writing), label, answer (the stored value, or null when the field was never answered at this target), model (the short name of the pivot the answer came from, useful to confirm you read the place you meant), answered_by and updated_at. For matrix fields, answer is a JSON-encoded object keyed by row then column — e.g. {"atend":{"nota":"Ok","obs":"atendeu bem"}} — and each entry also includes answer_markdown: a Markdown table with the row and column labels instead of the keys (null when unanswered). Prefer answer_markdown when reading, summarizing or summing a matrix. The row/column keys and cell types in the field's options from get-form-tool are only needed to write a matrix answer with set-form-answers-tool. For rich_text fields, each entry also includes answer_markdown: the TipTap document converted to Markdown for readable consumption (null when unanswered). Prefer answer_markdown when summarizing or quoting rich text; keep writing TipTap JSON via set-form-answers-tool. For attachment fields, answer is a JSON-encoded list of files, each with a url: pass that url as file_url to read-file-tool to read the file itself. Get target from get-model-dynamic-forms-tool. The same form read at a different target returns a different set of answers, so an empty result means "not answered here", not "not answered anywhere". Field types, options and required flags are NOT returned here. Call get-form-tool with the form_id of the target when you need them — always before writing with set-form-answers-tool. Note: the first read of a funnel-step or funnel form for a project may create the pivot row that holds those answers.
get-form-tool
ChatGPTGet form(s) information. If form_id is provided, returns a specific form with all its edges and conditionals (including soft deleted). If form_id is not provided, returns all forms in the frame with their edges and conditionals.
get-funnel-step-transitions-tool
ChatGPTGet the full chronological history of a project's funnel step transitions within a specific project funnel. Supports filters (period, step, user).
get-model-dynamic-forms-tool
ChatGPTDiscover every dynamic form attached to a record, and get for each one the ready-made target needed to read or answer it. Forms come grouped by where they are attached: model_form (the form of the record itself), forms_from_project_funnel, forms_from_project_funnel_steps and forms_from_project_loose_forms. Only projects have the last three; contact, customer and user records return model_form alone. A group that is absent or empty means no form is attached there. Every entry is already a valid target — copy the whole object into target of get-form-answers-tool or set-form-answers-tool without reshaping it. This tool lists where forms are, not what is in them: use get-form-tool with a returned form_id for the fields, types and options, and get-form-answers-tool for the current answers. For a project you have already fetched with get-project-details-tool, the same forms and answers are already in its all_forms_answers — call this tool when you only need the form list, or when the record is a contact, a customer or a user.
get-project-details-tool
ChatGPTGet the details like name, status, funnels, steps, forms, tags, groups and many other details of the project by project identifier.
get-project-funnel-metrics-tool
ChatGPTGet comprehensive metrics about a project funnel by project funnel identifier. Returns detailed metrics including basic info, counts, steps distribution, time metrics, activity metrics, tags, funnel status, attachments, average time per step, and average time and more. Each attachment carries a file_url: pass it to read-file-tool to read the file itself.
get-project-media-tool
ChatGPTGet the content/media of the project by project identifier. Useful to understand the project progress and its content. Files are sent here too — it's like a chat history of the project, with user messages and logs. By default, only the project's MAIN channel content is returned (medias with no channel). Pass a channel_id to retrieve content from a specific communication channel instead. Returns paginated items. Items that carry a file have a file_url: pass it to read-file-tool to read the file itself.
get-project-step-metrics-tool
ChatGPTGet the total time a specific project spent in each funnel step. Returns metrics, an array with step_id and total time in seconds for each step the project has been through, and attachments, the files attached to those steps (manuals, templates, guides) with their step_id. Pass an attachment's file_url to read-file-tool to read the file itself (attachments with extension link are external links, not files).
get-projects-in-step-tool
ChatGPTGet a list of projects in a specific project funnel step. Here just basic info about the projects, no details like forms, media, etc.
get-user-tool
ChatGPTGet the details like name, emails, and simple info about the user by user id.
index-contacts-tool
ChatGPTSearch and list contacts of the current workspace. To find a contact by name, phone, email or role, set search and leave id null. id is only for a contact id you already know. When both are sent, id is used and search is ignored, the same way the contact screen works. Do not invent an id. Results stay inside the authenticated user's company and require the contacts.index permission. Returns basic contact info (id, name, email, phone, role). Use the contact details tool for one full record. Structured filters are the same ones the contact screen already has.
index-project-funnels-tool
ChatGPTGet available project funnels with their steps, tags, and funnel status. Can filter by specific id or search term to find funnels that contain matching steps, tags, or funnel status. Use this tool when need to find/discover funnels by step, tag, or funnel status both by id or search term.
index-projects-tool
ChatGPTSearch and list projects of the current frame (workspace) with filters, sorting and pagination. Results are automatically restricted to the projects the authenticated user is allowed to see, and only basic project info is returned (id, code, name, description, status, impact) — use the project details tool to fetch full data of a single project. Filter by exact CODE/ID, free-text search on name/code, or structured filters/sorting.
me-tool
ChatGPTGet the current authenticated user (id, name, email, avatar_url) and the active workspace/frame context (id, name, subdomain). Use it to know who is logged in and which workspace the session is operating on.
move-project-to-funnel-step-tool
ChatGPTMove a project to a specific funnel step. Links a project to a funnel step, usually unlinking from other steps in the same funnel and forcing the funnel link if the project is not already linked to the funnel.
quick-create-project-tool
ChatGPTQuick project creation with minimal information. Ideal for creating projects without configuring all details immediately. Returns the project with defaults (status: running, impact: 10). If from_project_template_identifier is provided, the project will be created by cloning an existing project (copying its settings like funnels, tags, checklists, forms, media, etc.).
save-media-tool
ChatGPTSend content (text) to one project. Only type 1 is supported. Use project_identifier (CODE or UUID). For another project, call this tool again.
set-form-answers-tool
ChatGPTWrite or update the answers of one form at one target — one of the places that form is attached. target comes from get-model-dynamic-forms-tool. form_answers is a list of {"id": <form field id>, "answer": <value>}; the field ids come from get-form-answers-tool or from edges[].id of get-form-tool. Call get-form-tool first: what a field accepts depends on its type and options. This is a partial write — fields you do not send keep their current value, so send only what changes. Answering a required field with an empty value is rejected, unless that field is conditional. A field id that does not belong to this form is skipped, and a value sent to a counter field is discarded. When that happens, message reports how many of the ids you sent were applied and lists the ignored ones; otherwise it is a plain success string. Still compare the returned answers to confirm each value.
today-tool
ChatGPTUse this tool when you need to know what is the current date and time in the format ISO 8601.
clone-project-tool
Claudecreate-project-tool
Claudeedit-project-tool
Claudeget-form-answers-tool
Claudeget-form-tool
Claudeget-funnel-step-transitions-tool
Claudeget-model-dynamic-forms-tool
Claudeget-project-details-tool
Claudeget-project-funnel-metrics-tool
Claudeget-project-media-tool
Claudeget-project-step-metrics-tool
Claudeget-projects-in-step-tool
Claudeget-user-tool
Claudeindex-project-funnels-tool
Claudeindex-projects-tool
Claudeme-tool
Claudemove-project-to-funnel-step-tool
Claudequick-create-project-tool
Claudesave-media-tool
Claudeset-form-answers-tool
Claudetoday-tool
Claude
