admin_add_member
ChatGPTADMINISTRATION, SENDS AN E-MAIL. Use this when staff want to give someone access to a client organization by e-mail address. Like admin_invite_member: an invitation e-mail goes out, and the person joins once they accept it. Confirm the address first. Reserved for workspace staff.
admin_apply_phase_template
ChatGPTADMINISTRATION, WRITE. Use this when staff want to give a project without phases a whole plan from a named template: phases, steps and the client actions it carries. Refuses a project that already has phases. Sends nothing to the client.
admin_archive_organization
ChatGPTADMINISTRATION, WRITE. Use this when staff want to take a client organization out of the working lists, or bring it back (archived: false). Nothing is deleted, but an archived organization disappears from the screens: ask the user to confirm before archiving. Notifies nobody. Reserved for workspace staff.
admin_cancel_invoice
ChatGPTADMINISTRATION, WRITE. Use this to void an issued invoice but keep it listed as cancelled; its payment link is withdrawn (to erase it: admin_delete_invoice). Paid or cancelled ones are refused. Notifies nobody. Ask first.
admin_cancel_scheduled_email
ChatGPTADMINISTRATION, WRITE. Use this when staff want to stop an e-mail that is scheduled and not yet sent (an invoice, a reminder, a document, or the automatic e-mail of a recurring contract). Take the send id from admin_get_invoice or admin_get_document, or the sendIds a send returned. An e-mail already sent is refused.
admin_cancel_signature_request
ChatGPTADMINISTRATION, WRITE. Use this when staff withdraw a pending signature request: the document returns to published, still visible to the client, and its reminders stop. Notifies nobody.
admin_confirm_invoice_payment
ChatGPTADMINISTRATION, WRITE. Use this when staff have seen the money arrive and want to mark a published invoice as paid; a draft or cancelled one is refused. Records the payment date. Notifies nobody. Payments made online through the portal are recorded automatically.
admin_create_client_action
ChatGPTADMINISTRATION, WRITE, NOTIFIES THE CLIENT. Use this when staff want to add an action card expected FROM THE CLIENT, with an optional due date and phase. The client is notified, unless internal: true (team-only task). Steps are admin_update_plan. No phaseId on a project with several open phases: nothing is created, the user picks one, call again with it.
admin_create_invoice
ChatGPTADMINISTRATION, WRITE. Use this when staff want to prepare an invoice: a DRAFT that reaches nobody, PDF generated in the background; publishing (admin_publish_invoice) and e-mailing (admin_send_invoice) are separate. Needs the organization's billing address and a complete creditor (VAL_INVOICE_CREDITOR_INCOMPLETE names the settings section). Same lines every period: admin_create_invoice_schedule.
admin_create_invoice_schedule
ChatGPTADMINISTRATION, WRITE, NOTIFIES THE CLIENT LATER. Use this when staff want to bill a client every month, quarter or year: each issue day the invoice is created, published (client notified) and, with autoSend, e-mailed; issueNow also issues the current period now. VAL_INVOICE_CREDITOR_INCOMPLETE while the creditor is incomplete. Restate amount, frequency and start first.
admin_create_organization
ChatGPTADMINISTRATION, WRITE. Use this when staff want to add a new client organization to their workspace. The billing address is optional here but needed before invoicing; admin_update_organization completes it. Invite people afterwards with admin_invite_member. Notifies nobody. Reserved for workspace staff.
admin_create_project
ChatGPTADMINISTRATION, WRITE. Use this when staff want to create a project for a client organization. Pass templateKey to lay down a ready-made plan in the same call; otherwise build it with admin_update_plan. Notifies nobody.
admin_decide_organization_change_request
ChatGPTADMINISTRATION, WRITE, NOTIFIES THE CLIENT. Use this when staff have read a client's change request. apply writes the requested values on the organization, decline changes nothing. The client is notified either way. Restate the change before applying. Reserved for workspace staff.
admin_delete_invoice
ChatGPTADMINISTRATION, DELETES. Use this when staff want an invoice gone for good, at any status: it, its PDF and sends are erased, an open payment link is withdrawn, the books follow. Refused if paid online through Stripe. Cannot be undone; restate the number and ask first.
admin_delete_invoice_schedule
ChatGPTADMINISTRATION, DELETES. Use this when staff want to end a recurring contract for good. No further invoice is issued; invoices already issued stay. Pausing (admin_update_invoice_schedule, active false) keeps the contract instead. Ask for confirmation first.
admin_delete_phase
ChatGPTADMINISTRATION, DELETES. Use this when staff want to remove a phase from a project. By default its steps and hand-written actions are deleted with it; generated actions (pay, sign) move to the open phase. Pass keepCards: true to move its steps and actions to the Other lane instead. Cannot be undone; confirm first.
admin_delete_project
ChatGPTADMINISTRATION, DELETES. Use this when staff confirmed a project must be deleted with all it holds: phases, steps, actions, meetings, requests, announcements, draft invoices, unsigned documents, logged time. Refused while an issued invoice or signed document depends on it (archive with admin_update_project). Cannot be undone; confirm the name first.
admin_delete_site_records
ChatGPTADMINISTRATION, DELETES. Use this when a SmartFlow platform administrator wants to delete website problem reports, inbound leads or outbound prospects, up to 100 at once. Cannot be undone: restate what goes and wait for a yes. Reserved for unrestricted SmartFlow platform administrators.
admin_delete_snippet
ChatGPTADMINISTRATION. Use this when staff want one of their saved replies removed.
admin_delete_time_entry
ChatGPTADMINISTRATION, DELETES. Use this when staff want to remove a time entry logged by mistake. Cannot be undone; restate the date and minutes first. To correct an entry instead, use admin_log_time with its entryId.
admin_disconnect_integration
ChatGPTADMINISTRATION, DELETES. Use this when staff want to disconnect Stripe or Resend, or remove a Teams or Slack channel: online payment or client e-mails stop until reconnected in the portal. To stop an app for a while, use admin_pause_integration. Ask the user to confirm first.
admin_get_document
ChatGPTADMINISTRATION. Use this when staff need one document in full: status, placement, signature request, who signed and when, its last e-mails (sendIds for admin_cancel_scheduled_email). Never returns the file.
admin_get_finance_summary
ChatGPTADMINISTRATION. Use this when a SmartFlow platform administrator wants SmartFlow's own bookkeeping totals: revenue, expenses, deductible share and net result, in centimes. Not a client's invoices. Tax, VAT and forecasts are not exposed: they only make sense next to the assumptions the portal shows. Reserved for unrestricted SmartFlow platform administrators.
admin_get_invoice
ChatGPTADMINISTRATION. Use this when staff need one invoice in full: lines, VAT, discount, amounts due, dates, whether the PDF is ready (pdfReady, required to publish or e-mail) and the last e-mails sent with their send ids. payableOnline only says the portal offers online payment; no payment link is returned.
admin_get_invoice_schedule
ChatGPTADMINISTRATION. Use this when staff need one recurring contract in full: lines and rates, VAT, discount, amount per period, e-mail settings, the next three issue dates and the last twelve invoices it issued.
admin_get_my_agenda
ChatGPTADMINISTRATION. Use this when staff ask what is on their plate or want to plan their day: open steps and team tasks by due bucket (overdue, today, tomorrow, week, later, undated), next 7 days of meetings, client hand-ins and requests (inbox), overdue invoices, hours logged this week. Dates YYYY-MM-DD, workspace time zone.
admin_get_organization
ChatGPTADMINISTRATION. Use this when staff need one client organization: billing address, contact, archived state, project count and whether a change request waits. billingComplete false means no invoice can be issued yet; check it before admin_create_invoice. Reserved for workspace staff.
admin_get_workspace
ChatGPTADMINISTRATION. Use this when staff want their workspace settings: identity, currency, time zone, brand, invoice creditor, numbering, terms, legal mentions and setup guide. Bank details are masked to their last 4 characters.
admin_invite_member
ChatGPTADMINISTRATION, SENDS AN E-MAIL. Use this when staff want to invite someone to a client organization. An invitation e-mail goes to that address and cannot be recalled; confirm the address first. The person joins once they accept it, with or without an account. Reserved for workspace staff.
admin_issue_invoice_schedule_now
ChatGPTADMINISTRATION, WRITE, NOTIFIES THE CLIENT. Use this when staff want the invoice of the current period of a contract now instead of waiting for its issue day. It is published as soon as its PDF exists (the client is notified) and e-mailed if autoSend. A period already billed is refused. Restate contract and amount first.
admin_list_announcements
ChatGPTADMINISTRATION. Use this when staff want to know what was already announced to a client organization, newest first, for instance before writing something similar. Filter by orgId. Returns at most 100 announcements plus hasMore.
admin_list_client_actions
ChatGPTADMINISTRATION. Use this when staff want the actions expected from clients: what awaits review, what a client still has to do, or what was settled. Defaults to submitted; pass status, orgId or projectId to narrow. Returns at most 100 items plus hasMore, with the task ids admin_review_client_action needs.
admin_list_documents
ChatGPTADMINISTRATION. Use this when staff want the documents of their clients, or of one organization or project, with status and signature state. Metadata only, never file contents. Returns at most 100 documents plus hasMore; admin_get_document reads one in full.
admin_list_integrations
ChatGPTADMINISTRATION. Use this when staff want to know which apps are connected or paused: Resend for client e-mails (domain, sender), Stripe for online payment, Teams or Slack channels. No secret is returned; connecting is done in the portal.
admin_list_invoice_schedules
ChatGPTADMINISTRATION. Use this when staff want their recurring billing contracts: what is billed, to whom, how often, the next issue date and the last period billed. Returns at most 100 contracts plus hasMore. For lines, VAT and the invoices already issued, use admin_get_invoice_schedule.
admin_list_invoices
ChatGPTADMINISTRATION. Use this when staff want the invoices of their clients, drafts included, with the invoice ids the other tools need. Pass orgId to narrow. Returns at most 100 invoices plus hasMore. For lines, VAT, PDF readiness and e-mails sent, use admin_get_invoice.
admin_list_issues
ChatGPTADMINISTRATION. Use this when a SmartFlow platform administrator wants the problems visitors reported from the public website. They belong to no organization. The reporter's e-mail is never returned, only whether one was left. Returns at most 100 reports plus hasMore. Reserved for unrestricted SmartFlow platform administrators.
admin_list_leads
ChatGPTADMINISTRATION. Use this when a SmartFlow platform administrator wants the people who wrote in from the public website, with their request and budget range. Filter by status to see what still needs a reply. Not outbound prospects (admin_list_prospects). Returns at most 100 leads plus hasMore. Reserved for unrestricted SmartFlow platform administrators.
admin_list_members
ChatGPTADMINISTRATION. Use this when staff want to know who can access a client organization. Returns at most 100 members with their member ids, plus pending invitations with their invitation ids, and hasMore. Those ids feed admin_remove_member. Reserved for workspace staff.
admin_list_organization_change_requests
ChatGPTADMINISTRATION. Use this when staff want the changes clients asked for on their organization details (name, address, billing contact). Each item gives the requested and the current values. Returns at most 100 pending requests plus hasMore. Settle one with admin_decide_organization_change_request.
admin_list_organizations
ChatGPTADMINISTRATION. Use this when staff want their client organizations. Returns at most 100 organizations plus hasMore, with org ids and project counts. For one organization's details, use admin_get_organization. Reserved for workspace staff; others get an empty list.
admin_list_projects
ChatGPTADMINISTRATION. Use this when staff want the projects of their client organizations. Returns at most 100 projects plus hasMore; pass orgId to narrow. For the phases and cards of one project, use get_project_board. A client account gets an empty list.
admin_list_requests
ChatGPTADMINISTRATION. Use this when staff want the requests their clients raised, newest first, with priority and state. Filter by orgId or status. Not the actions expected FROM a client (admin_list_client_actions). Returns at most 100 requests plus hasMore.
admin_list_snippets
ChatGPTADMINISTRATION. Use this when staff want their saved replies (short texts reused in messages), with their shortcut. Returns at most 100 replies plus hasMore.
admin_list_time_entries
ChatGPTADMINISTRATION. Use this when staff want the time logged on projects, for instance to total a month before invoicing. Filter by projectId or orgId and a fromDate/toDate range (YYYY-MM-DD). Returns at most 100 entries plus hasMore, and the total minutes of the returned page.
admin_log_time
ChatGPTADMINISTRATION, WRITE. Use this when staff want to record time worked on a project, split across morning, afternoon and evening minutes. Without entryId it adds a new entry, so calling twice logs twice; pass entryId to correct an existing entry. Notifies nobody.
admin_mark_invoice_unpaid
ChatGPTADMINISTRATION, WRITE. Use this when staff marked an invoice paid by mistake: it is due again, its booked payment reversed and the bank movement back to sort. Refused if paid online through Stripe. Notifies nobody. Ask first.
admin_move_card
ChatGPTADMINISTRATION, WRITE. Use this when staff want to move a board card (step, action, meeting, invoice, document, announcement) to another phase, to the Other lane (toPhaseId: null), or to another position. An organization-wide invoice or document placed in a phase joins its project. Notifies nobody.
admin_pause_integration
ChatGPTADMINISTRATION, WRITE. Use this when staff want to pause a connected app or resume it: while paused nothing acts on its behalf; keys and settings stay.
admin_preview_email
ChatGPTADMINISTRATION. Use this when staff want to read an e-mail that left or is scheduled: recipient, subject, text, summary lines and attachment name, as frozen when it was queued. Returns null outside the caller's clients.
admin_publish_announcement
ChatGPTADMINISTRATION, SENDS AN E-MAIL. Use this when staff want to announce something to a client organization. Publishing e-mails every member of that organization and pushes a notification; the e-mail cannot be recalled. Restate the organization, title and text and wait for an explicit yes. Calling twice sends twice.
admin_publish_invoice
ChatGPTADMINISTRATION, WRITE, NOTIFIES THE CLIENT. Use this when staff confirmed a draft must be issued: the client organization sees it and its members are notified; it never returns to draft. Restate number, organization and amount, wait for an explicit yes. Fails while pdfReady is false. Sends no e-mail (admin_send_invoice).
admin_remove_board_card
ChatGPTADMINISTRATION, DELETES. Use this when staff want to delete a board card: a step, a hand-written action, a meeting (reminder cancelled), a document with its file, an announcement, a request, or a DRAFT invoice (issued: admin_delete_invoice). Cannot be undone; restate the card first.
admin_remove_member
ChatGPTADMINISTRATION, DELETES. Use this when staff want to take away someone's access to a client organization, or cancel a pending invitation. The account itself stays. The owner and yourself are refused. Ask the user to confirm the person first. Ids come from admin_list_members. Reserved for workspace staff.
admin_reorder_phases
ChatGPTADMINISTRATION, WRITE. Use this when staff want to change the order of a project's phases. Pass every phase id of the project in the wanted order (get_project_board lists them). Sends nothing to the client.
admin_request_signature
ChatGPTADMINISTRATION, WRITE, NOTIFIES THE CLIENT. Use this when staff want a client to sign a draft or published document: it awaits signature and the client signs in the portal. Stamps the caller's profile signature; fails without one. Confirm first.
admin_review_client_action
ChatGPTADMINISTRATION, WRITE, NOTIFIES THE CLIENT. Use this when staff want to settle an action. approve closes it and tells the client; request_changes sends it back and REQUIRES a note the client reads; reopen undoes a closure or a cancellation; cancel withdraws it without deleting it. reopen and cancel notify nobody.
admin_save_snippet
ChatGPTADMINISTRATION. Use this when staff want to create or change one of their saved replies. Saving an existing shortcut replaces its text. Personal: nobody else sees it.
admin_schedule_meeting
ChatGPTADMINISTRATION, WRITE, NOTIFIES THE CLIENT. Use this when staff want to schedule a meeting on a client project. The client organization and the workspace team are notified now and reminded the day before. startsAt is an absolute instant: convert from the workspace time zone. Calling twice creates two meetings.
admin_send_document
ChatGPTADMINISTRATION, SENDS AN E-MAIL. Use this when staff want a published document e-mailed to the client, file attached, now or at sendAt. Drafts refused. Uses the workspace's own Resend; refused if none. Restate document, recipients and timing, wait for a yes. Returns sendIds; withdraw a scheduled one with admin_cancel_scheduled_email.
admin_send_invoice
ChatGPTADMINISTRATION, SENDS AN E-MAIL. Use this when staff want a published invoice e-mailed to the client, PDF attached, now or at sendAt; kind reminder sends the next payment reminder (up to three). Uses the workspace's own Resend; refused if none. Restate number, recipients and timing, wait for a yes: a sent e-mail cannot be recalled.
admin_test_integration
ChatGPTADMINISTRATION, SENDS A MESSAGE. Use this when staff want to check a Teams or Slack channel: posts a test message there, outside the portal, and reports whether it was accepted. A success brings a broken channel back. Confirm the channel first.
admin_update_announcement
ChatGPTADMINISTRATION, WRITE. Use this when staff want to fix the title or text of an announcement already published. Only the portal shows the correction: the e-mail already sent is not resent. Notifies nobody. Take the id from admin_list_announcements; to delete it, use admin_remove_board_card.
admin_update_channel_notifications
ChatGPTADMINISTRATION, WRITE. Use this when staff want to change which events a Teams or Slack channel receives, or rename it. events replaces the whole list (at least one). The webhook address never changes here.
admin_update_client_action
ChatGPTADMINISTRATION, WRITE. Use this when staff want to reword an action, set or clear its due date, move it to another phase of the same project, or switch it between client-visible and internal. Only the fields passed change. Notifies nobody, except that an internal action made visible reaches the client as a new one.
admin_update_document
ChatGPTADMINISTRATION, WRITE, NOTIFIES THE CLIENT. Use this when staff rename a document, publish it, archive it or put it back to draft (hidden from the client). Publishing notifies the organization's members; confirm first. Renaming, archiving or drafting notifies nobody.
admin_update_invoice
ChatGPTADMINISTRATION, WRITE. Use this when staff want to correct a DRAFT invoice: lines, due date, conditions, VAT, VAT mention, discount or notes. Only the fields passed change; the PDF is regenerated. A published invoice is refused: cancel it and create a new one. Notifies nobody.
admin_update_invoice_schedule
ChatGPTADMINISTRATION, WRITE. Use this when staff want to change a recurring contract (rates, lines, dates, VAT, project, e-mail, reminders) or pause it with active false and resume it with true. Only the fields passed change; issued invoices stay. Resuming restarts automatic publication and e-mails.
admin_update_issue_status
ChatGPTADMINISTRATION, WRITE. Use this when a SmartFlow platform administrator wants to move a website problem report to another status. Notifies nobody and replies to no one. Reserved for unrestricted SmartFlow platform administrators.
admin_update_lead_status
ChatGPTADMINISTRATION, WRITE. Use this when a SmartFlow platform administrator wants to record where an inbound lead stands: contacted, converted or lost. Sends nothing; contacting the lead happens outside the portal. Reserved for unrestricted SmartFlow platform administrators.
admin_update_meeting
ChatGPTADMINISTRATION, WRITE, NOTIFIES THE CLIENT. Use this when staff want to reschedule, reword, cancel or close a meeting. Only the fields you pass change. A new date or cancelled notifies both sides and resets the reminder; done or a text edit notifies nobody. To delete it, use admin_remove_board_card.
admin_update_member_role
ChatGPTADMINISTRATION, WRITE. Use this only when staff ask to fix the underlying role of a member. Every member gets the same full access: either value writes the standard member role, which can invite. The owner cannot be changed. Notifies nobody.
admin_update_organization
ChatGPTADMINISTRATION, WRITE. Use this when staff want to rename a client organization, change its slug, billing details or private staff notes. Only the fields you pass change. Notifies nobody. To settle a change the client asked for, use admin_decide_organization_change_request.
admin_update_plan
ChatGPTADMINISTRATION, WRITE. Use this when staff want to create, rename or restate phases and the steps (internal milestones) inside them. Matched by exact title, created when missing, so a replay is harmless. Client work is admin_create_client_action. Pass orgId if the slug exists in several organizations. Notifies nobody, except that closing a phase posts the usual announcement.
admin_update_project
ChatGPTADMINISTRATION, WRITE. Use this when staff want to rename a project, change its slug, description or website, or move it between active, paused, done and archived. Only the fields passed change. The plan inside the project is admin_update_plan. Notifies nobody.
admin_update_prospect_status
ChatGPTADMINISTRATION, WRITE. Use this when a SmartFlow platform administrator wants to move an OUTBOUND prospect to draft, approved, rejected or skipped. Sends nothing and cannot mark it sent (admin_send_prospect does). Reserved for unrestricted SmartFlow platform administrators.
admin_update_request_status
ChatGPTADMINISTRATION, WRITE, NOTIFIES THE CLIENT. Use this when staff want to move a client request to in review, in progress, done or declined. The person who raised it is notified when the state actually changes. Take the id from admin_list_requests.
admin_update_workspace_settings
ChatGPTADMINISTRATION, WRITE. Use this when staff change workspace preferences (see the fields). Only passed fields change. Bank details, creditor name and address stay in the portal.
admin_upload_document
ChatGPTADMINISTRATION, WRITE. Use this when staff attach a file in the conversation and want it filed for a client, on a project or a phase. Creates a DRAFT the client cannot see and notifies nobody; admin_update_document publishes it, admin_request_signature asks for a signature. PDF, PNG or JPEG, 20 MB max.
announce_my_invoice_payment
ChatGPTUse this when a client says they have paid an invoice of their organization, for instance by bank transfer. Marks it as payment announced and notifies the provider's staff, who confirm receipt on their side. Takes no payment and moves no money. Confirm the invoice number with the user first.
ask_about_my_action
ChatGPTUse this when a client member is stuck on an action expected from them and wants to ask their provider. Opens a request in the action's conversation and notifies the provider's team; the action stays to do. Restate the question first; calling twice asks twice.
create_request
ChatGPTUse this when a client wants to ask their service provider for something: a change, a question, a new need. Opens a conversation thread with the request as its first message and notifies the provider's team. Restate the title and message and get a yes first. Calling twice creates two requests.
delete_conversation
ChatGPTUse this when the user wants a conversation removed for every participant. Only its creator or the staff answering it may. Cannot be undone: restate which conversation first.
delete_message
ChatGPTUse this when the user wants to remove a message they posted (staff answering the thread may remove any), or cancel a scheduled one (scheduledId, from read_conversation). Cannot be undone.
export_my_data
ChatGPTUse this when the user asks for a copy of the personal data SmartFlow holds on them: profile, requests, signatures, messages, meetings, hours, e-mails received, calendars, accepted terms, notifications, devices. At most 100 of each, plus hasMore.
get_document_file_link
ChatGPTUse this when a client or workspace staff ask to open or download a document: the original file, the signed copy or the signature certificate. The link opens the file without signing in: give it only to the person asking. A client never gets a draft. Fails with NOT_FOUND when the document is not theirs.
get_invoice_pdf_link
ChatGPTUse this when a client or workspace staff want the PDF of an invoice. Clients never get drafts. Returns a download link that opens without sign-in: give it only to the user. pdfReady false means the PDF is still being generated. No payment link is returned.
get_my_account
ChatGPTUse this first when you need to know who the signed-in user is: name, e-mail, language, whether they are workspace staff or a client, the workspaces they run and the client organizations they belong to, with ids. Open to every account. Reads only the caller's own account.
get_my_invoice
ChatGPTUse this when a client wants the detail of an invoice issued to their organization: lines, VAT, total due, due date and payment state. Drafts do not exist for clients. Paying happens in the SmartFlow portal; payableOnline says whether online payment is offered there, and no payment link is returned.
get_my_organization
ChatGPTUse this when a client wants the details SmartFlow holds on their own organization: name, website, billing address and contact. Also returns a change they asked for that still waits. To change something, use request_organization_change.
get_my_profile
ChatGPTUse this to tell which SmartFlow account this connection uses: stable id, name, e-mail and workspace. For anything else, use get_my_account.
get_project_board
ChatGPTUse this when the user wants everything in one project: phases in order, each card with id, type and status (steps, client actions, meetings, invoices, documents, announcements), and the Other lane with requests. Clients and staff; a client never sees team-only, draft or cancelled cards. Card ids feed the edit tools. NOT_FOUND when out of reach.
get_project_plan
ChatGPTUse this when the user wants the ordered phases of one project, with the phase ids, the steps (internal milestones) and the client actions inside each. For every card of the project (invoices, documents, meetings...), use get_project_board. A client only sees their own organization's projects and never team-only items.
invite_to_my_organization
ChatGPTUse this when a client wants to invite a colleague to their own organization. Sends an invitation e-mail to that address, which cannot be recalled: confirm the address first. The colleague gets the same access as every member.
list_conversations
ChatGPTUse this when the user wants their portal conversations: with their provider for a client, with clients for workspace staff. Most recent first, with unread counts and a preview. Returns at most 100 conversations plus hasMore, with the conversation ids read_conversation and send_message take.
list_meetings
ChatGPTUse this when the user asks about upcoming or past meetings of their projects. Clients see their own organization's meetings; workspace staff see their clients'. Upcoming by default, soonest first; pass from and to for another range. Returns at most 100 meetings plus hasMore, each with the time zone to show local time in.
list_my_actions
ChatGPTUse this when a client asks what is waiting on them: actions to do or already declared done, invoices to pay and documents to sign. Each list holds at most 100 items; actionsHasMore is the hasMore flag of the actions. Paying and signing happen in the portal; submit_my_action declares an action done.
list_my_announcements
ChatGPTUse this when a client member wants the announcements their provider published to their organization, newest first, including those not tied to a project (they appear on no board). seen tells whether they marked it as read. Returns at most 100 plus hasMore.
list_my_documents
ChatGPTUse this when a client wants the documents shared with their organization and which ones wait for their signature. Returns at most 100 documents plus hasMore, each with portalUrl. Signing is never done from the conversation: give the user portalUrl, where they read the document and sign it.
list_my_invoices
ChatGPTUse this when a member of a client organization wants the invoices issued to it. Returns at most 100 non-draft invoices plus hasMore, including invoice ids. Drafts are never returned.
list_my_notifications
ChatGPTUse this when the user asks what is new for them: invoices, documents, requests, messages or actions. Returns at most 100 of the caller's own notifications, newest first, plus hasMore. Pass unreadOnly: true for what they have not seen yet.
list_my_projects
ChatGPTUse this when a client wants the projects of their own organization. Returns at most 100 projects plus hasMore; filter by status. Staff should use admin_list_projects.
list_my_requests
ChatGPTUse this when a client wants the requests their organization raised with its service provider, newest first, with their state. Each carries the conversation id where the provider answers (read_conversation). Returns at most 100 requests plus hasMore.
list_my_team
ChatGPTUse this when a client wants to know who in their own organization can access SmartFlow. Returns at most 100 members and pending invitations, with their ids, plus hasMore. Workspace staff use admin_list_members instead.
mark_my_announcement_seen
ChatGPTUse this when a client member has read an announcement and wants it off their pending list, or seen: false to bring it back. Only changes their own read state; notifies nobody.
mark_my_notifications_read
ChatGPTUse this when the user wants their notifications marked as read. Pass the ids from list_my_notifications, or omit them to mark every unread one. Affects only the caller's notifications. Notifies nobody.
open_card_thread
ChatGPTUse this when the user wants to discuss one board item (action, step, invoice, document, request, announcement, project) with the other side. Returns the thread's conversationId, creating it if needed; post with send_message.
read_conversation
ChatGPTUse this when the user wants the messages of one conversation they take part in, newest first. Attachments are listed by name only; scheduled lists my pending scheduled messages. At most 100 messages plus hasMore; pass nextCursor back as cursor for older ones. Reading does not mark it read: update_conversation with markRead does.
remove_from_my_organization
ChatGPTUse this when a client wants to take away a colleague's access to their own organization, or cancel an invitation. The owner and yourself are refused. Ask the user to confirm the person first. Ids come from list_my_team.
request_organization_change
ChatGPTUse this when a client wants their organization details changed (name, address, billing contact or e-mail). Nothing changes yet: the service provider is notified and applies or declines it. Pass only the fields to change; an empty string clears one. A new request replaces the pending one.
search_messages
ChatGPTUse this when the user looks for something said in their portal conversations. Searches only the conversations they take part in; returns matching excerpts, newest first, with the ids read_conversation takes.
send_message
ChatGPTUse this when the user wants to post a message in the portal. Pass conversationId to reply in an existing thread. Without it, a client writes to their provider's support thread; workspace staff start a thread with orgId (a client) or memberIds (chosen people). Participants are notified. Restate the text and recipients first; calling twice posts twice.
submit_my_action
ChatGPTUse this when a client member says they did an action expected from them (from list_my_actions or get_project_board). It moves to submitted and the provider is notified. withdraw: true takes the declaration back while nobody has reviewed it. Actions to pay an invoice or sign a document close by themselves and are refused.
update_conversation
ChatGPTUse this when the user wants to archive or restore one of their conversations, or mark it read (clears its unread count and message notifications). Affects only the caller; others are not notified.
update_message
ChatGPTUse this when the user wants to correct their own message (body), pin or unpin a message, or add or remove their reaction. Sets the given state, so repeating the call changes nothing. Nobody is notified.
update_my_profile
ChatGPTUse this when the signed-in user wants to change their own display name, language, bio, or newsletter subscription. Only the fields you pass change. Affects only the caller's account. Notifies nobody.
withdraw_organization_change
ChatGPTUse this when a client wants to cancel the change to their organization details they asked for and that is still pending. Returns withdrawn: false if nothing was pending. Notifies nobody.
