create_okr_key_result
ChatGPTCreates a key result in Profit.co under the given objective. Parameters are normally supplied after the key result preview flow (get_key_result_creation_preview), when the user is ready to create. The connector selects default key result settings from the firm configuration: Percentage Tracked type, Every Friday check-in frequency, Not Started status, and the current period. Returns created key result details for display. Keep internal identifiers such as ownerId, ownerTypeId, and objectiveId out of user-facing text.
create_okr_objective
ChatGPTCreates a new OKR objective in Profit.co after the user has confirmed the objective preview. This tool is used by the objective confirmation flow after get_objective_creation_preview returns a confirmation-ready payload and the user confirms. It creates the objective in Profit.co and returns the created objective details for display.
create_task
ChatGPTCreates a new task in Profit.co after the required task details have been provided and confirmed. Use this tool when the final task values are available, including the subject and any optional due date, status, priority, or assignee details. This tool creates the task in Profit.co and returns the created task details for display.
get_checkin_preview
ChatGPTPrepares and previews the data required to submit a check-in in Profit.co. Use this tool when the user wants to view available key results for check-in, list available check-in statuses, or prepare a check-in before submission. It retrieves relevant check-in data and validates provided inputs such as the key result, check-in value, status, and comment. When sufficient information is available, the tool returns a preview of the check-in and may present a confirmation interface. This tool does not create or modify any data.
get_key_result_creation_preview
ChatGPTPrepares and previews the data required to create a key result in Profit.co. Use this tool when the user wants to add a key result but has not yet confirmed creation. It retrieves available levels, objectives, and related context based on user input. When sufficient information is available, the tool returns a preview of the key result and may present a confirmation interface. This tool does not create or modify any data.
get_my_okrs
ChatGPTLists the signed-in user's objectives and key results from Profit.co, including sub-key results, for the individual OKR level only. Read-only. No parameters. Use when the user wants to view or list their personal OKRs (for example, phrases like "my OKRs", "show my objectives and key results", or similar intent for their own individual OKRs). This tool does not aggregate corporate- or department-level OKR trees. If the user asks for organization-wide or all-level OKR views, explain that this listing is limited to the individual level, or guide them in Profit.co for other scopes.
get_objective_creation_preview
ChatGPTCollects Profit.co data needed before creating an objective: available levels, current period, and owner context. Does not create an objective. Call with no arguments to show level options when the user wants to create an objective but has not chosen a level or title yet. Include level (individual, corporate, or department, with department fields when applicable) once the user has stated it. Include objectiveName only as the exact title the user provided. When level and objectiveName are both available, the tool returns a preview and drives the in-chat confirmation UI. Objective creation is completed by the separate create_okr_objective step after the user confirms (for example via the confirmation control), not by inferring create_okr_objective from this tool alone. Do not show internal identifiers such as ownerId or ownerTypeId to the user.
get_task_creation_preview
ChatGPTPrepares and previews the data required to create a task in Profit.co. Use this tool when the user wants to create a task but has not yet confirmed creation. It validates provided task details such as the subject, due date, status, and priority, and returns a preview of the task for confirmation. When sufficient information is available, the tool may present a confirmation interface. This tool does not create or modify any data.
get_task_update_preview
ChatGPTPrepares and previews the data required to update a task in Profit.co. Use this tool when the user wants to update a task but has not yet confirmed the changes. It accepts the task identifier and the fields to update, such as subject, description, due date, comment, status, or priority. When sufficient information is available, the tool returns a preview of the task update and may present a confirmation interface. This tool does not create or modify any data.
get_tasks_for_update
ChatGPTLists the signed-in user's tasks in Profit.co along with available status and priority options for task updates. Use this tool when the user wants to select an existing task to update and needs the available update options. This tool retrieves the user's current tasks and the valid status and priority values from Profit.co. It does not create or modify any data.
get_welcome_message
ChatGPTReturns a predefined welcome message for the Profit.co assistant. Use this tool when the user starts a conversation with a greeting (such as "hi", "hello", or "hey") or when they first interact with the assistant. This tool always returns the same static message and does not depend on user-specific or external data.
list_pending_actions
ChatGPTLists the signed-in user's pending actions in Profit.co. Use this tool when the user wants to view pending items that require attention, such as overdue check-ins, overdue tasks, approvals, timesheets, meetings, or other action-center items. This tool reads data from Profit.co and does not create or modify any data.
submit_checkin
ChatGPTSubmits a check-in in Profit.co after the required check-in details have been provided and confirmed. Use this tool when the final check-in values are available, including the key result, objective, progress value, and optional status or comment. This tool submits the check-in in Profit.co and returns the submitted check-in details for display.
update_task
ChatGPTUpdates an existing task in Profit.co after the required task changes have been provided and confirmed. Use this tool when the final task update values are available, including the task identifier and one or more fields to change, such as subject, description, due date, comment, status, or priority. This tool updates the task in Profit.co and returns the updated task details for display.
