compare_application_offers
ChatGPTReads and compares available offers for one authenticated facility/application. Use when the user asks which offer is better or wants financing terms side by side. This is read-only.
Finance
Overview
Specter Systems helps merchants and brokers complete business financing intake, upload bank statements and supporting documents, and track financing applications. Authenticated Specter users can review their own recent applications, facilities, lender submissions, and offer status.
Tools
compare_application_offers
ChatGPTReads and compares available offers for one authenticated facility/application. Use when the user asks which offer is better or wants financing terms side by side. This is read-only.
create_application_facility
ChatGPTCreates an authenticated facility/application record inside the user's Specter tenant. Use for internal users or brokers who explicitly ask to create a facility after authentication. This is additive but writes live CRM/FOS data.
create_application_facility
ChatGPTCreates an authenticated facility/application record inside the user's Specter tenant. Use for internal users or brokers who explicitly ask to create a facility after authentication. This is additive but writes live CRM/FOS data.
create_lender_submission
ChatGPTCreates an authenticated lender submission for a specific facility/application. Use only when the user explicitly asks to submit or prepare a facility for a lender. This writes live submission pipeline data.
create_lender_submission
ChatGPTCreates an authenticated lender submission for a specific facility/application. Use only when the user explicitly asks to submit or prepare a facility for a lender. This writes live submission pipeline data.
get_application_details
ChatGPTGets one authenticated facility/application by ID, including currently available related entities and pipeline status. Use after list_my_recent_applications when the user asks about a specific application. Requires account authorization and does not mutate data.
get_application_details
ChatGPTGets one authenticated facility/application by ID, including currently available related entities and pipeline status. Use after list_my_recent_applications when the user asks about a specific application. Requires account authorization and does not mutate data.
get_my_specter_profile
ChatGPTReads the authenticated user's Specter profile, active tenant, and role context. Use before user-specific application, facility, or submission requests to confirm identity and authorization. Requires a connected Specter account or bearer token; it does not mutate data.
get_my_specter_profile
ChatGPTReads the authenticated user's Specter profile, active tenant, and role context. Use before user-specific application, facility, or submission requests to confirm identity and authorization. Requires a connected Specter account or bearer token; it does not mutate data.
get_public_application_form
ChatGPTFetches the public signed intake form for a merchant or broker without requiring a Specter user account. Use when a non-user wants to apply for business financing or a broker wants to start signup. It returns the live form schema and public bank-login/upload configuration; it does not submit anything.
get_public_application_form
ChatGPTFetches the public signed intake form for a merchant or broker without requiring a Specter user account. Use when a non-user wants to apply for business financing or a broker wants to start signup. It returns the live form schema and public bank-login/upload configuration; it does not submit anything.
list_application_submissions
ChatGPTLists lender submissions visible to the authenticated user, optionally filtered to one facility/application, lender, status, or recent-day window. Use when the user asks where an application was submitted, recent lender activity, or submission status. It is read-only.
list_application_submissions
ChatGPTLists lender submissions visible to the authenticated user, optionally filtered to one facility/application, lender, status, or recent-day window. Use when the user asks where an application was submitted, recent lender activity, or submission status. It is read-only.
list_my_recent_applications
ChatGPTLists recent financing application/facility records visible to the authenticated user. Use when the user asks what applications, deals, facilities, or funding requests they recently have in Specter. Filters are intentionally narrow: page size, recent-day window, status/stage, and search text.
list_my_recent_applications
ChatGPTLists recent financing application/facility records visible to the authenticated user. Use when the user asks what applications, deals, facilities, or funding requests they recently have in Specter. Filters are intentionally narrow: page size, recent-day window, status/stage, and search text.
refresh_specter_session
ChatGPTRefreshes an existing Specter Systems session with a refresh token from the auth backend. Use only when app-level OAuth is unavailable and an authenticated user's access token has expired. It sends the refresh token in the Authorization header; model-visible output redacts new tokens and secrets.
refresh_specter_session
ChatGPTRefreshes an existing Specter Systems session with a refresh token from the auth backend. Use only when app-level OAuth is unavailable and an authenticated user's access token has expired. It sends the refresh token in the Authorization header; model-visible output redacts new tokens and secrets.
select_specter_tenant
ChatGPTCompletes sign-in for users who have access to more than one tenant. Use after sign_in_to_specter returns requires_tenant_selection=true. It sends the tenant_selection_token and selected tenant_id to the live auth backend; model-visible output redacts session tokens and secrets.
select_specter_tenant
ChatGPTCompletes sign-in for users who have access to more than one tenant. Use after sign_in_to_specter returns requires_tenant_selection=true. It sends the tenant_selection_token and selected tenant_id to the live auth backend; model-visible output redacts session tokens and secrets.
show_application_summary
ChatGPTRenders a compact application or intake summary card from already retrieved data. Use after a data tool when a concise visual summary helps the user. This render-only tool does not call external systems or mutate data.
show_application_summary
ChatGPTRenders a compact application or intake summary card from already retrieved data. Use after a data tool when a concise visual summary helps the user. This render-only tool does not call external systems or mutate data.
sign_in_to_specter
ChatGPTAuthenticates an existing Specter Systems user with email and password. Use only when the user explicitly asks to sign in and app-level OAuth is unavailable. This calls the live auth backend and may return a tenant-selection challenge; model-visible output redacts session tokens and secrets. It does not create, update, or delete CRM/FOS business records.
sign_in_to_specter
ChatGPTAuthenticates an existing Specter Systems user with email and password. Use only when the user explicitly asks to sign in and app-level OAuth is unavailable. This calls the live auth backend and may return a tenant-selection challenge; model-visible output redacts session tokens and secrets. It does not create, update, or delete CRM/FOS business records.
submit_public_financing_application
ChatGPTSubmits a completed public financing application for a merchant or broker. Use only after the applicant reviews the answers and consents to submit them to Specter Systems. This creates or updates live intake/application records and may trigger downstream intake automation. Do not collect or submit SSNs, payment card data, health data, or unrelated personal data.
submit_public_financing_application
ChatGPTSubmits a completed public financing application for a merchant or broker. Use only after the applicant reviews the answers and consents to submit them to Specter Systems. This creates or updates live intake/application records and may trigger downstream intake automation. Do not collect or submit SSNs, payment card data, health data, or unrelated personal data.
update_lender_submission_status
ChatGPTTransitions an authenticated lender submission to a new workflow status. Use only when the user explicitly asks to update status. This may trigger notifications or downstream workflow behavior, so it is marked destructive.
update_lender_submission_status
ChatGPTTransitions an authenticated lender submission to a new workflow status. Use only when the user explicitly asks to update status. This may trigger notifications or downstream workflow behavior, so it is marked destructive.
upload_public_bank_statement
ChatGPTUploads a bank statement or supporting document to a specific public signed-form submission field. Use only when the applicant has supplied a file for their application. This writes the file to live Specter storage and can replace the file association for that form field depending on backend rules.
upload_public_bank_statement
ChatGPTUploads a bank statement or supporting document to a specific public signed-form submission field. Use only when the applicant has supplied a file for their application. This writes the file to live Specter storage and can replace the file association for that form field depending on backend rules.
validate_public_financing_application
ChatGPTValidates a public merchant or broker application before final submission. Use after collecting answers from the signed form. The applicant_data object must contain only fields from the fetched form schema; do not request SSNs, card data, health data, or unrelated personal data.
validate_public_financing_application
ChatGPTValidates a public merchant or broker application before final submission. Use after collecting answers from the signed form. The applicant_data object must contain only fields from the fetched form schema; do not request SSNs, card data, health data, or unrelated personal data.
Capabilities
WritesInteractive
Example Prompts
Click any prompt to copy it.
Links
App Stats
32
Tools
1
Prompts
ChatGPT
Platforms
Category
Tax CalculationsWorks with
ChatGPT
Data refreshed daily