Business & Operations

Settle

by Settle

Overview

Settle turns group indecision into action. Create a poll with 2–6 options, share the link, and get a settled answer — no accounts, no installs, no app store required. Tools: - create_poll — Create a new group decision poll with a question and 2–6 options. Returns a shareable settle.ink link that anyone can vote on instantly in their browser. - check_results — Check the current vote tally for any poll by its short code. See which option is winning, total votes, and whether the poll has settled. Voters tap a link, vote yes/no/maybe on each option, and results update in real time. No sign-in needed — for voters or for Claude users. Rate limiting uses anonymous guest tokens; no personal data is collected or stored. Built for the "where should we eat" moments — restaurants, movies, weekend plans, group gifts — any time a group needs to pick one thing and go.

Tools

assigned_comments

ChatGPT

List comments assigned to the signed-in person in the connected workspace.

buyer_contact_crm_sync

ChatGPT

Synchronize the selected contact with the connected CRM, potentially creating or updating external records. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_contact_delete

ChatGPT

Delete the selected contact from the buyer. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_create

ChatGPT

Create a tracked buyer from the supplied profile. May start research and configured CRM synchronization. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_crm

ChatGPT

Load buyer CRM context and reconcile its saved link. May auto-link a matched record or clear a stale link; requires write consent even though the app uses GET. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_crm_activity

ChatGPT

Load CRM activity, auto-matching and saving a buyer link when needed. Requires write consent even though the app uses GET. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_crm_link

ChatGPT

Link the selected buyer to an explicitly chosen record in the connected CRM. Show the CRM search matches. Obtain the chosen record ID and object type; do not guess which company/contact should be linked. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_crm_search

ChatGPT

Search the connected CRM for records to link to this buyer. Does not create a link.

buyer_crm_sync

ChatGPT

Synchronize the selected buyer with the connected CRM, potentially creating or updating external records. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_crm_unlink

ChatGPT

Remove the saved CRM link from the selected buyer. Does not delete the remote CRM record. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_detail

ChatGPT

Read a buyer profile in the connected workspace.

buyer_research

ChatGPT

Start research for the selected buyer using configured providers; persists results and may incur provider usage. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_summary_generate

ChatGPT

Generate and save a new summary for the selected buyer using existing research. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_tracking_toggle

ChatGPT

Toggle tracking. Read buyer_detail before and after; never retry blindly. If CRM owner confirmation is returned, obtain the user choice and repeat with crm_owner_action keep or reassign. Read the current state. If needs_crm_owner_decision is returned, ask whether to keep the displayed owner or reassign, then pass that crm_owner_action. A retry without a choice must not infer consent. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_update

ChatGPT

Update the supplied fields of the selected buyer profile. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyers_list

ChatGPT

List buyers in the connected workspace using the supplied filters.

check_submission_readiness

ChatGPT

Read RFP readiness blockers, delivery instructions for review, and saved submission receipts. This is a structural check, not a compliance guarantee. Does not export or send anything.

checklist_create

ChatGPT

Add a requirement to the selected project’s checklist. Inspect progress with project_work_items; do not start duplicate jobs. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

checklist_delete

ChatGPT

Delete the selected checklist requirement from the project. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

checklist_reorder

ChatGPT

Replace the ordering of the specified project checklist requirements. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

checklist_update

ChatGPT

Update the selected checklist requirement or its completion state. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

comment_create

ChatGPT

Add a comment to the selected question. Assigning a person may send a notification. Confirm comment text and any selected assignee; assignment can send a notification. A completed question must first be explicitly reopened. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

comment_delete

ChatGPT

Delete the selected comment from the question. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

comment_reopen

ChatGPT

Reopen the selected resolved comment on an open question. If the question is completed, ask whether to reopen the question as well. Explicitly reopen the question before reopening its comment. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

comment_resolve

ChatGPT

Mark the selected question comment resolved. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

comment_update

ChatGPT

Replace an open comment’s text and optionally its assignee, which may send a notification. Review the current comment text and any assignee change. Reopen resolved comments before editing. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

document_begin_upload

ChatGPT

Request a 15-minute upload ticket. PUT the exact bytes to uploadUrl with the declared Content-Type, without Settle credentials; then call document_complete_upload. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

document_complete_upload

ChatGPT

Verify uploaded bytes and register the document. Safe to retry the same uploadId. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

document_download

ChatGPT

Get a short-lived signed download URL for an organization-owned document. Do not forward Settle OAuth tokens to the URL.

document_html

ChatGPT

Read extracted HTML content of an authorized document.

document_preview

ChatGPT

Read a preview of an authorized document.

fetch

ChatGPT

Use this when the user needs the full, citation-ready contents of one Settle item returned by search.

get_buyer

ChatGPT

Read one buyer tracked by this organization, including its profile, location, tracking status and recent activity.

get_library_item

ChatGPT

Read the full approved question and answer for one organization-owned library item after search_library returns a truncated match.

get_project

ChatGPT

Use this when the user asks about one Settle RFP response project, including its deadline, contacts, response progress, and open questions.

get_project_completion_link

ChatGPT

Return the authorized project’s Settle review/completion page. Read-only: does not complete, lock, export, send a bid, or record a delivery receipt. The user reviews requirements and answer reuse before completing in Settle.

get_project_questions

ChatGPT

List or inspect project questions using the same paginated view as Settle AI. Defaults to 10 summaries without answer text. Use query/status to narrow, offset to paginate, or questionId to inspect one full answer with answerFields and answerValues before editing structured responses. Full-answer pages are capped at 10; summaries at 25.

get_rfp

ChatGPT

Read one RFP listing. Any Settle account can read the public card: title, agency, deadline, budget, and summary. Requirements, contacts, documents, and fit scores are included when RFP Hunter analysis is enabled.

get_rfp_workflow

ChatGPT

Explain Settle opportunity discovery, preparation, review, export and handoff to the app completion page. Export and completion do not deliver a proposal.

get_signal

ChatGPT

Use this when the user asks about one Settle buying signal, including fit reasons, cited details and sources, estimated value, and the recommended next action.

get_signal_tracking_settings

ChatGPT

Read Signals tracking categories, watches and available types before recommending or changing tracking settings.

get_workspace_access

ChatGPT

Read resolved Projects, Knowledge Hub, Settings and Signals access. Check this before recommending or changing workspace features; follow nextStep for unavailable areas rather than inferring access from the plan name.

get_workspace_overview

ChatGPT

Use this when the user asks about their Settle organization, workspace setup, RFP fit instructions, plan, or current counts of projects, signals, and tracked buyers.

knowledge_history

ChatGPT

List the signed-in person’s saved knowledge searches in the connected workspace.

knowledge_history_detail

ChatGPT

Read the selected saved knowledge search and its matching answers.

knowledge_matches

ChatGPT

Find reusable company knowledge matching the supplied query.

knowledge_search

ChatGPT

Search knowledge and save a persistent search-history entry. Requires write consent; use search_library for read-only retrieval. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

library_create

ChatGPT

Add the supplied question-and-answer records to the organization’s reusable knowledge library. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

library_delete

ChatGPT

Delete the selected reusable answer from the organization’s library. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

library_list

ChatGPT

List reusable answers saved in the connected organization’s knowledge library.

library_update

ChatGPT

Replace the supplied fields of an existing reusable library answer. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

list_buyer_contacts

ChatGPT

List this workspace’s contacts for a buyer, including title, email, phone, source and suggested next step.

list_buyers

ChatGPT

Use this when the user wants the buying organizations their Settle workspace tracks, including location, favorite status, and recent signal activity.

list_projects

ChatGPT

Use this when the user wants their Settle RFP response projects, with active projects and approaching deadlines first, followed by submitted projects.

manage_settle_connection

ChatGPT

Get a secure Settle page to enable or revoke this chatbot’s ability to make changes. Returning the link does not grant access; existing connections remain read-only until the user opts in.

notification_preferences

ChatGPT

Read the signed-in person’s email and alert preferences.

notification_preferences_update

ChatGPT

Replace the supplied email or alert preferences for the signed-in person. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

output_document_attach

ChatGPT

Attach an existing uploaded document as output for the selected deliverable. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

output_document_remove

ChatGPT

Remove the selected output document from its deliverable. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

project_active_intake

ChatGPT

Find the active intake job for this workspace to resume interrupted processing.

project_approve_plan

ChatGPT

Approve the selected project’s extracted plan and start its planned drafting workflow. Show the extracted plan, proposed deliverables, project guidance and per-item instructions. Obtain approval of this exact plan before starting drafts. Inspect progress with project_work_items; do not start duplicate jobs. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

project_checklist

ChatGPT

Read the selected project’s requirements checklist and completion state.

project_complete_answers

ChatGPT

Mark all incomplete project questions complete, including blank answers; resolve their open comments and ingest eligible reusable answers. Obtain approval for this exact scope and knowledge reuse before calling. Show the project and all incomplete questions, including blank answers and unresolved comments. Confirm marking ALL of them complete, resolving ALL their comments, and ingestion of eligible reusable answers. Ask which answers must remain project-specific before completion. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

project_create

ChatGPT

Create a project without source files using the buyer name and description. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

project_create_from_documents

ChatGPT

Create an RFP or questionnaire from uploaded document IDs and start durable intake. Confirm the selected uploaded files and whether this is an RFP or questionnaire. Do not choose a different project type silently. Inspect progress with project_intake_status; do not start duplicate jobs. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

project_delete

ChatGPT

Delete the selected project and its dependent workspace records. Confirm the exact target. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

project_detail

ChatGPT

Read one project’s metadata, ownership, workflow state and response progress.

project_draft_status

ChatGPT

Read drafting progress for the selected project without starting generation.

project_export

ChatGPT

Start an export of the full project or selected deliverables; use original for one questionnaire work item. This does not submit to a buyer. Confirm project/work-item scope, output format and whether a fresh regeneration is needed. Inspect the returned job and files; export is not delivery. Inspect progress with project_export_status; do not start duplicate jobs. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

project_export_status

ChatGPT

Read the selected project export job’s status and output files. Export is not delivery.

project_extract_questions

ChatGPT

Start question extraction for the selected questionnaire. Check intake status before retrying. Inspect progress with project_intake_status; do not start duplicate jobs. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

project_intake_status

ChatGPT

Read extraction and intake progress for the selected project without starting work.

project_questions

ChatGPT

List questions for the selected project, including saved answers and status.

project_reopen

ChatGPT

Reopen a completed project for editing. This does not withdraw a bid from a buyer. Submission receipts remain in history. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

project_save_guidance

ChatGPT

Save response-planning guidance and deliverable instructions for the selected project. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

project_source_documents

ChatGPT

List the source documents attached to the selected project.

project_update

ChatGPT

Update only the supplied project metadata, instructions, ownership or outcome fields. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

project_work_items

ChatGPT

Read work items and related checklist/workspace items. offset/limit page each collection independently; pagination contains per-collection totals and next offsets. Follow next_offset until null to read every collection.

project_workspace

ChatGPT

Read the selected project’s workspace items and response structure.

projects_list

ChatGPT

List projects in the active organization. Use offset and limit to page the results.

qa_section_create

ChatGPT

Create a question-and-answer section from supplied questions or an existing document. Inspect progress with project_work_items; do not start duplicate jobs. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

question_comments

ChatGPT

Read comments and their resolution state for the selected question.

question_complete_with_comments

ChatGPT

Complete the selected question and resolve all its open comments, with eligible answer reuse. Show the question and unresolved comments. Confirm completion AND resolution of all those comments before calling. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

question_delete

ChatGPT

Delete the selected question and its associated answer and comments. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

question_update

ChatGPT

Update the selected question, answer fields, completion state or project-specific reuse setting. Read the current answer and structured fields before changing them. Reopen a completed question explicitly before editing. For completion with open comments, ask whether to resolve those comments and use question_complete_with_comments only after that choice. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

questionnaire_export

ChatGPT

Start an export of the selected questionnaire’s saved answers. Does not submit it to a buyer. Inspect progress with questionnaire_export_status; do not start duplicate jobs. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

questionnaire_export_status

ChatGPT

Read questionnaire export status and its resulting file when ready.

refresh_buyer_contacts

ChatGPT

Refresh the selected buyer’s saved contacts from linked CRM records, persist changed fields and reconcile missing links, then return the contacts. Requires write consent. Use list_buyer_contacts to read saved contacts without refreshing. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

rfp_evaluation

ChatGPT

Read the organization’s existing fit evaluation for the selected public RFP.

rfp_import

ChatGPT

Import a discovered RFP into an owned response project and begin intake. Inspect progress with project_intake_status; do not start duplicate jobs. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

rfp_similar

ChatGPT

Find public RFP listings similar to the selected opportunity.

search

ChatGPT

Use this when the user wants to search across their Settle opportunities, RFPs, projects, buyers, and reusable company knowledge. Returns citation-ready result ids and URLs; call fetch with an id for full details.

search_library

ChatGPT

Use this when the user asks about prior proposal language, approved answers, policies, capabilities, or how their team answered a similar RFP question.

search_rfps

ChatGPT

Search open RFP listings by title, issuing agency, or summary. Any Settle account can search. Results are public listing details until RFP Hunter includes fit scores and full analysis. If the workspace has no opportunity profile, send the user to create one so later searches match the opportunities they want.

search_signals

ChatGPT

Use this when the user wants to find or rank buying signals in their Settle workspace by text, saved status, fit, recommended action, deadline, value, or recency.

section_complete_answers

ChatGPT

Complete every incomplete question in the selected section, resolve its open comments and ingest eligible reusable answers. Review the exact scope and obtain approval before calling. Show the selected Q&A section and its incomplete questions and unresolved comments. Confirm completing ALL questions in that section, resolving their open comments, and ingestion of eligible reusable answers. Preserve project-specific exclusions. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

set_buyer_tracking

ChatGPT

Set a buyer’s tracking to true or false, rather than toggling it. Requires explicit Settle write consent. Enabling tracking may trigger priority research and the workspace’s configured CRM sync. Use only when requested by the user. If needs_crm_owner_decision is returned, present the existing owner and ask whether to keep or reassign before retrying with crm_owner_action; never invent the choice.

signal_decide

ChatGPT

Accept, decline, or restore a signal. Accepting may sync the buyer to an enabled CRM. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

signal_detail

ChatGPT

Read the selected buying signal and the workspace’s current decision.

signal_tracking

ChatGPT

Read the workspace’s built-in signal categories and custom watches.

signal_tracking_update

ChatGPT

Replace the supplied tracking settings. Read signal_tracking first and preserve watches you want to keep, including their IDs. Every watch in custom_watches is active: remove a watch from the array to stop tracking it; enabled is not supported. Use [] to remove all custom watches while retaining at least one built-in category. Show the full replacement watch list and built-in categories. Ask before removing existing watches; preserve IDs of retained watches. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

signals_list

ChatGPT

List the connected workspace’s buying signals using the supplied filters.

work_item_create

ChatGPT

Add a deliverable work item to the selected project. Inspect progress with project_work_items; do not start duplicate jobs. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

work_item_delete

ChatGPT

Delete the selected deliverable work item and associated workspace content. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

work_item_draft

ChatGPT

Start or recover drafting for an eligible work item. Poll project_work_items. Select the work item and review its instructions and existing output. Ask before replacing or regenerating reviewed work. Inspect progress with project_work_items; do not start duplicate jobs. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

work_item_fill_pdf_fields

ChatGPT

Fill the supplied writable PDF form fields in a new output file using the sandboxed file service. Preserves the source file, attaches the output and marks the work item complete. Review the output before export; does not submit a proposal. Select the exact input PDF and show the form fields and values to change before creating the output. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

work_item_replace_document_text

ChatGPT

Apply the supplied exact text replacements in a new document output file using the sandboxed file service. Preserves the source file, attaches the output and marks the work item complete. Review the output before export; does not submit a proposal. Select the exact input document and show the text replacements before creating the output. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

work_item_set_spreadsheet_cells

ChatGPT

Set the supplied spreadsheet cells in a new output file using the sandboxed file service. Preserves the source file, attaches the output and marks the work item complete. Review the output before export; does not submit a proposal. Select the exact input workbook and show the cells and values to change before creating the output. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

work_item_update

ChatGPT

Update the selected deliverable’s title, instructions, kind or completion state. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

workspace_item_create

ChatGPT

Add a link or existing file to the project workspace, optionally associating it with a checklist requirement. Inspect progress with project_work_items; do not start duplicate jobs. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

workspace_item_delete

ChatGPT

Remove the selected item from the project workspace. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

workspace_item_update

ChatGPT

Change a workspace item’s requirement association or deliverable flag. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

workspace_people

ChatGPT

List people in the current organization for ownership and comment assignments.

workspace_settings

ChatGPT

Read the organization’s profile and opportunity-fit preferences.

workspace_settings_update

ChatGPT

Update the organization’s profile, opportunity-fit instructions or configured preferences. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

check_results

Claude

Check vote counts and status of a Settle poll. Includes the winner once the poll has closed.

create_poll

Claude

Create a Settle group decision poll. Returns a link anyone can vote on, with no app or account. Voters answer yes/no/maybe on each option; the poll closes at the deadline and picks the winner.

Capabilities

Writes

Links

Documentation ↗Privacy Policy ↗

App Stats

117

Tools

ChatGPT, Claude

Platforms