createHeadline
ChatGPTCreate a new headline in Success.co. Use leadershipTeam=true to automatically associate with the leadership team. Use currentUser=true to assign to the authenticated user. Perfect for queries like 'Add a headline: Won major client contract with ABC Corp'. Headlines are good news or updates shared during meetings. IMPORTANT: You must provide either 'teamId' or 'leadershipTeam=true'.
createIssue
ChatGPTCreate a new issue in Success.co. Use leadershipTeam=true to automatically assign to the leadership team. Use currentUser=true to assign to the authenticated user. Perfect for queries like 'Add a new issue for customer churn increase to the leadership team'. Either teamId or leadershipTeam is REQUIRED.
createMeeting
ChatGPTCreate a new meeting instance in Success.co. Perfect for queries like 'Schedule a Level 10 meeting for the leadership team next Monday at 2pm'. Provide either meetingAgendaId or meetingAgendaType (e.g., 'WEEKLY-L10', 'QUARTERLY-PULSING-AGENDA'). The tool will create a meeting info and then the meeting automatically. Meeting status defaults to 'NOT-STARTED'. You can optionally specify a start time in the user's timezone using the time parameter (HH:MM format).
createMilestone
ChatGPTCreate a new milestone on a rock in Success.co. Use currentUser=true to assign to the authenticated user. Milestones are checkpoints or sub-tasks within a rock. Perfect for queries like 'Add a milestone to the referral program rock'. Use getRocks to find the rock ID.
createRock
ChatGPTCreate a new Rock (90-day priority) in Success.co. IMPORTANT: Rocks MUST be assigned to at least one team - either provide 'teamId' or set 'leadershipTeam=true'. Supports assigning to multiple teams with comma-separated IDs. New rocks always start with status 'ONTRACK'. Perfect for queries like 'Create a Rock for marketing and sales teams to launch referral program due next quarter'.
createScorecardMeasurable
ChatGPTCreate a new scorecard measurable (KPI/metric). Perfect for queries like 'Create a new weekly measurable called Revenue' or 'Add a monthly measurable for customer satisfaction score'. Use teamId or leadershipTeam to associate with a team. Measurables track performance over time and can be weekly, monthly, quarterly, or annually.
createScorecardMeasurableEntry
ChatGPTCreate or update a scorecard measurable entry. Perfect for natural language commands like 'Set Bugs reported by customers to 15' or 'Set Revenue to 5000'. The start date is automatically calculated based on the metric's frequency (weekly=Monday, monthly=1st of month, quarterly=quarter start, annually=Jan 1). With overwrite=true, it will update existing entries for the same period instead of erroring. Use getScorecardMeasurables to find the dataFieldId, or search by metric name.
createTodo
ChatGPTCreate a new to-do in Success.co. Use leadershipTeam=true to automatically assign to the leadership team. Use currentUser=true to assign to the authenticated user. Perfect for queries like 'Add a to-do to follow up with vendor' or 'Create a to-do for the leadership team to review Q4 budget'. Either teamId or leadershipTeam is REQUIRED.
createVTOCoreValueDetail
ChatGPTCreate new VTO Core Value Detail
createVTODataFields
ChatGPTCreate a new VTO Measurable
createVTOMarketStrategy
ChatGPTCreate new VTO Secondary Market Strategy
createVTOThreeYearGoalDetail
ChatGPTCreate a new VTO Three-Year Goal Detail (Revenue or Profit)
deleteHeadline
ChatGPTDelete a headline in Success.co. This operation performs a soft delete - the headline is removed from normal views but not immediately permanently deleted. Perfect for queries like 'Delete the headline about ABC Corp'. Use getHeadlines first to find the headline ID by searching for the headline text.
deleteIssue
ChatGPTDelete an issue in Success.co. This operation performs a soft delete - the issue is removed from normal views but not immediately permanently deleted. Perfect for queries like 'Delete the issue about customer churn'. Use getIssues first to find the issue ID by searching for the issue name.
deleteMilestone
ChatGPTDelete a milestone in Success.co. This operation performs a soft delete - the milestone is removed from normal views but not immediately permanently deleted. Perfect for queries like 'Delete the first milestone on the marketing rock'. Use getMilestones to find the milestone ID.
deleteRock
ChatGPTDelete a rock in Success.co. This operation performs a soft delete - the rock is removed from normal views but not immediately permanently deleted. Perfect for queries like 'Delete the marketing rock'. Use getRocks first to find the rock ID by searching for the rock name.
deleteScorecardMeasurable
ChatGPTDelete a scorecard measurable (KPI/metric). This operation performs a soft delete - the measurable and all its associated data values are removed from normal views but not immediately permanently deleted. Perfect for queries like 'Delete the Revenue measurable' or 'Remove the customer satisfaction KPI'. Use getScorecardMeasurables to find the measurable ID. WARNING: This will also soft delete all historical data values associated with this measurable.
deleteTodo
ChatGPTDelete a todo in Success.co. This operation performs a soft delete - the todo is removed from normal views but not immediately permanently deleted. Perfect for queries like 'Delete the todo about follow up with vendor'. Use getTodos first to find the todo ID by searching for the todo name.
deleteVTOCoreValueDetail
ChatGPTDelete VTO Core Value Detail. This operation performs a soft delete. The record is removed from normal views but not immediately permanently deleted.
deleteVTODataFields
ChatGPTDelete a VTO Measurable
deleteVTOMarketStrategy
ChatGPTDelete VTO Market Strategy. This operation performs a soft delete. The record is removed from normal views but not immediately permanently deleted.
deleteVTOThreeYearGoalDetail
ChatGPTDelete a VTO Three-Year Goal Detail (Revenue or Profit)
executeGraphQL
ChatGPTExecute any GraphQL query or mutation against the Success.co API. This tool provides direct access to the GraphQL API, allowing you to perform any operation supported by the API including GraphQL introspection queries. Use introspection queries (__schema, __type) to explore the schema, or regular queries/mutations to interact with data. Common use cases: schema introspection, complex queries with custom filtering/sorting, batch operations, V/TO updates, or any operation the API supports. Authentication is handled automatically. Use 'getGraphQLOverview' first to learn about introspection and see examples.
fetch
ChatGPTFetch a single Success.co item by id returned from search.
getAccChartModuleGuide
ChatGPTGet the Success.co Accountability Chart module guide: entity model (accCharts, accChartSeats, roles & responsibilities), business validation rules (single primary chart per company, chart edit permissions for Admin/Leadership/Manager, single active owner seat, single assistant per seat, seat parent-change cycle prevention against the full descendant hierarchy), access controls, and example GraphQL patterns. Call this before creating or editing charts, seats, owners, or assistants.
getAccountabilityChart
ChatGPTGet the complete accountability chart (organizational structure) for the company. Fetches all users, their roles, teams, and reporting relationships to answer questions like 'Who reports to the Integrator?' or 'What is the organizational structure?'. This tool provides a comprehensive view of the company's organizational hierarchy including key EOS roles like Integrator and Visionary.
getCompanyInsights
ChatGPTGet high-level company insights combining execution health, quarterly rock progress, and key metrics. Returns overall health score, current quarter completion rate, days remaining in quarter, execution metrics across all entity types, blockers, and actionable insights. Perfect for answering 'Based on the data you can see, give me some insights about my company', 'How are we doing overall?', or 'What should I focus on?'. This is the best tool for comprehensive company overview and strategic insights.
getCurrentUser
ChatGPTGet information about the currently authenticated user (you). Use this to find your own userId when you need to filter data by 'my' or 'I' or similar.
getExecutionHealth
ChatGPTGet comprehensive execution health overview across rocks, issues, and todos. Returns health score (0-100), status breakdown by entity type, blockers, and recommendations. Perfect for answering 'How is my company executing?', 'What's blocking us?', or 'Give me an execution overview'. Use leadershipTeam=true to focus on leadership team. This is the best tool for high-level insights about company execution.
getGraphQLOverview
ChatGPTGet an overview of the Success.co GraphQL API including introspection query examples, common patterns, usage examples, and tips. This is the starting point for discovering the API. The overview teaches you how to use GraphQL introspection to explore the schema dynamically using executeGraphQL. Use this first to learn about introspection queries like __schema, __type, and how to discover types, queries, and mutations on-demand.
getHeadlines
ChatGPTList Success.co headlines. Use leadershipTeam=true to automatically filter by the leadership team. Use currentUser=true to filter by the authenticated user. Supports filtering by date, keyword, status, team, user, and meeting linkage. Perfect for queries like 'Show me all people headlines from this week' or 'List company headlines related to hiring'. Can also fetch a specific headline by ID.
getIssues
ChatGPTList Success.co issues. Use leadershipTeam=true to automatically filter by the leadership team. Use currentUser=true to filter by the authenticated user. Supports filtering by team, user, status, type, meeting linkage, and dates.
getLeadershipVTO
ChatGPTGet the complete leadership Vision/Traction Organizer in one call. Fetches all VTO components (core values, core focus, goals, market strategies) in parallel for maximum efficiency.
getMeetingAgendas
ChatGPTList Success.co meeting agendas (templates for meetings). These are used to create meeting series. Use leadershipTeam=true to automatically filter by the leadership team. Use this to find agenda IDs needed for creating meeting infos or understanding meeting structure.
getMeetingDetails
ChatGPTGet comprehensive meeting details including all related items (headlines, todos, issues, ratings) for a specific meeting. Can fetch by specific meetingId OR use lastFinishedL10=true to automatically get the most recent FINISHED L10 meeting for a team. Only returns meetings with status 'FINISHED' when using lastFinishedL10. Returns the meeting with its associated headlines, todos, and issues in a single call. Perfect for queries like 'Show me the last L10 meeting for the leadership team' or 'What happened in our most recent Level 10 meeting?'
getMeetingInfos
ChatGPTList Success.co meeting infos. Use leadershipTeam=true to automatically filter by the leadership team.
getMeetings
ChatGPTList Success.co meetings. IMPORTANT: Either teamId or leadershipTeam is REQUIRED. Use leadershipTeam=true to automatically filter by the leadership team. Supports filtering by team, meeting agenda, and dates. Note: Only one of meetingAgendaId or meetingAgendaType can be used.
getMilestones
ChatGPTList Success.co milestones on rocks. Use leadershipTeam=true to automatically filter by the leadership team. Use currentUser=true to filter by the authenticated user.
getOrgCheckups
ChatGPTGet Organization Checkup sessions with question scores. Perfect for queries like 'What's our current organization checkup score?', 'Which statements scored lowest?', or 'Compare this quarter's checkup to last quarter's'. Returns checkup sessions with all question answers and scores.
getProcessDetails
ChatGPTGet one process with full resolved content: steps, bullets, and optional media (videos, files, images). Resolves copy-on-write inherited titles like the web app. Required processId. Optional versionId (editors only for drafts). Use getProcesses to find process IDs. Prefer this over executeGraphQL for reading procedures.
getProcesses
ChatGPTList Success.co processes (company procedures/SOPs) visible to you, with resolved display titles and version status. Matches web app visibility: draft for editors, latest published for others. Filters: keyword (title/purpose), teamId (includes isAllTeams processes), championUserId, processStatusId (DRAFT|PUBLISHED|ARCHIVED), includeArchived. Returns canEdit, url, and version metadata. Use getProcessDetails for full step/bullet content.
getProcessesModuleGuide
ChatGPTGet the Success.co Process module guide: entity model (processes, versions, steps, bullets, media), version rules (DRAFT/PUBLISHED/ARCHIVED), copy-on-write inheritance, permissions, and example GraphQL patterns. Call this before working with company procedures/SOPs. Prefer getProcesses and getProcessDetails over executeGraphQL for Process tasks.
getRocks
ChatGPTList Success.co rocks with ownership, team information, and milestones. By default, returns rocks for 'this_year' with milestones included. Use leadershipTeam=true to automatically filter by the leadership team. Use currentUser=true to filter by the authenticated user. Returns userId (rock owner), teamIds (associated teams), and milestones for each rock. Perfect for analyzing accountability, team execution, and rock progress. Supports keyword search and flexible time period filtering.
getSampleQuestions
ChatGPTGet example questions users can ask about their Success.co data. Use this when users ask 'What can I ask you?', 'What questions can I ask?', 'What can you help me with?', 'Show me examples', or similar queries. Returns a comprehensive list of categorized sample questions covering all Success.co features including Vision/V/TO, Accountability Chart, Scorecard, Rocks, To-Dos, Issues, Meetings, Headlines, and more.
getScorecardMeasurables
ChatGPTGet scorecard data (KPIs) with their values. Use leadershipTeam=true to automatically filter by the leadership team. Use currentUser=true to filter by the authenticated user. Provides comprehensive scorecard analysis with data fields and their corresponding values. Supports flexible date filtering: use startDate/endDate for precise ranges, or use periods/type for relative periods (e.g., 'last 13 weeks', 'last 6 months'). Defaults to last 13 weeks of data when no date parameters are provided. Use status to filter by ACTIVE (default), ARCHIVED, or ALL measurables.
getTeams
ChatGPTList Success.co teams. Each team includes an 'isLeadership' flag indicating if it's the leadership team. Use this to find the leadership team ID before querying for leadership-specific data. Supports keyword search.
getTodos
ChatGPTList Success.co todos. Use leadershipTeam=true to automatically filter by the leadership team. Use currentUser=true to filter by the authenticated user. Use fromMeetings=true to get only todos from Level 10 meetings. Filter by teamId, userId, status (TODO, COMPLETE, OVERDUE, ALL), type (ALL, TEAM, PRIVATE), or keyword. Supports date filtering for creation and completion dates.
getUserWorkload
ChatGPTGet aggregated workload analysis by user showing counts of open rocks, issues, and todos. Returns summary statistics including average workload and overloaded users (those with 150% more than average). Perfect for answering 'Who's overloaded?', 'Show me team workload distribution', or 'How many items does each person have?'. Use leadershipTeam=true to analyze leadership team workload. Use currentUser=true to analyze only the authenticated user.
getUsers
ChatGPTList Success.co users. Use leadershipTeam=true to automatically filter by the leadership team. Filter by teamId to get users on a specific team.
getVTO
ChatGPTGet the complete Vision/Traction Organizer summary in one call for any team or vision ID. Fetches all VTO components (core values, core focus, goals, market strategies) in parallel. Support filtering by teamId, visionId, or leadershipTeam=true.
getVTOCoreValue
ChatGPTGet a VTO Core Value
listAccountabilityChartDrafts
ChatGPTList the draft accountability charts the current user can read. Drafts are alternative org structures (e.g. 'future state', 'Q3 reorg') saved alongside the live/primary chart — useful when leadership is comparing org options before publishing one. Only returns drafts the user owns or has been shared on, matching what they can see in the app. Pair with getAccountabilityChart({ chartId }) to read a specific draft's seats, roles, responsibilities and holders.
search
ChatGPTSearch Success.co data (supports: teams, users, todos, rocks, meetings, issues, headlines, visions).
updateAccountabilityChart
ChatGPTRename an accountability chart, or change its description. Works on ANY chart the user can see — the live/primary chart included, not just drafts. Use this for 'rename the accountability chart' or 'rename the org chart' with no further qualification: that means the live chart. It acts on the chart record itself, not its seats. Get the id from getAccountabilityChart (the Chart ID in its summary, which is the live chart unless you asked for a draft) or from listAccountabilityChartDrafts for a draft. Also handles 'rename the future state draft to Q3 reorg'. Don't decline for permission reasons without calling it — the tool decides and will say so.
updateHeadline
ChatGPTUpdate an existing headline in Success.co. Use leadershipTeam=true to reassign to the leadership team. Use currentUser=true to reassign to the authenticated user. Perfect for queries like 'Edit the ABC Corp headline to add more details' or 'Change the headline status'. Use getHeadlines first to find the headline ID.
updateIssue
ChatGPTUpdate an existing issue in Success.co. Use leadershipTeam=true to reassign to the leadership team. Use currentUser=true to reassign to the authenticated user. Perfect for queries like 'Close the issue about pricing inconsistencies' or 'Change the priority of the customer churn issue to High'. Use getIssues first to find the issue ID.
updateMeeting
ChatGPTUpdate an existing meeting in Success.co. Perfect for queries like 'Reschedule next Monday's L10 to Tuesday at 3pm' or 'Change tomorrow's meeting time to 10:30am' or 'Cancel tomorrow's meeting'. Use getMeetings or getMeetingDetails first to find the meeting ID. To cancel a meeting, set state to 'DELETED'. You can update the time in the user's timezone using the time parameter.
updateMilestone
ChatGPTUpdate a milestone in Success.co. Use currentUser=true to reassign to the authenticated user. Perfect for queries like 'Mark the milestone complete' or 'Change the due date of the milestone'. Use getMilestones to find the milestone ID.
updateRock
ChatGPTUpdate an existing Rock in Success.co. Use currentUser=true to reassign to the authenticated user. Perfect for queries like 'Mark the referral program rock as complete', 'Change the due date for the marketing rock to next month', or 'Reassign this rock to the Sales and Marketing teams'. Use getRocks first to find the rock ID. IMPORTANT: When updating team assignments, the teamId parameter REPLACES all existing team assignments - any teams not listed will be removed. Omit teamId to leave team assignments unchanged.
updateScorecardMeasurable
ChatGPTUpdate an existing scorecard measurable (KPI/metric). Perfect for queries like 'Change the Revenue measurable goal to 150' or 'Update the customer satisfaction measurable to monthly'. Use getScorecardMeasurables to find the measurable ID. Can update name, description, type, unit type, goals, and status (set to ARCHIVED to archive).
updateScorecardMeasurableEntry
ChatGPTUpdate an existing scorecard measurable entry (data value). Perfect for queries like 'Change the Revenue entry from last week to 300' or 'Update the note on this month's leads entry'. Note: Entries cannot be moved to different periods - only value and note can be updated. Use getScorecardMeasurables to find entries and their IDs.
updateTodo
ChatGPTUpdate an existing to-do in Success.co. Perfect for queries like 'Mark the to-do follow up with vendor as complete'. Use getTodos first to find the specific to-do ID by searching for the to-do name.
updateVTOCoreFocus
ChatGPTUpdate VTO Core Focus name, description, or cascade settings
updateVTOCoreValue
ChatGPTUpdate VTO Core Value name or cascade settings
updateVTOCoreValueDetail
ChatGPTUpdate VTO Core Value Detail name, description, or position
updateVTOCustomSection
ChatGPTUpdate a VTO Custom Section. Can update title, visibility (show/hide), or page (vision/traction).
updateVTOCustomSectionDetail
ChatGPTUpdate a VTO Custom Section Detail. Can update name, description, source link, or order position.
updateVTODataFields
ChatGPTUpdate a VTO Measurable (Data Field)
updateVTOMarketStrategy
ChatGPTUpdate VTO Marketing Strategy including ideal customer, proven process, guarantee, and unique value proposition
updateVTOThreeYearGoal
ChatGPTUpdate VTO Three-Year Goal name, target date, or cascade settings
updateVTOThreeYearGoalDetails
ChatGPTBulk update VTO three-year goal details (Revenue and Profit)
