add_information
ChatGPTSaves user-confirmed text or up to three structured observations to one accessible place as the connected person's notes, respecting role visibility. Accepted dates fall within the past 400 days and one day ahead; daily limits are 20 rows per person, 50 per place, and 100 per account. Repeated or non-observational text is refused. Bulk uploads are outside this tool's scope. Returns saved record references; existing SUMA analysis may remain pending. Does not accept source credentials, bulk sync, file attachments, or privileged metadata. Returned text may include customer-authored evidence.
cancel_import
ChatGPTPrevents this import receipt from being confirmed. Cancellation does not delete native drafts or undo previously saved records. Returned text may include customer-authored evidence.
commit_import
ChatGPTAdds the prepared file contents with explicit confirmation and the selected native answer, evidence role, and sheet choices. Retries are identified by the confirmed arguments and request_id. Saving records does not establish completed reading, scoring, or analysis. Returned text may include customer-authored evidence.
create_place
ChatGPTStarts resumable setup for a new place in the chosen customer account (account_slug is required for a SUMA team login), with required intake basics and optional context. Possible existing matches return confirmation_required, candidate details and a token without starting setup; a distinct-place confirmation requires the user's explicit choice. Success returns an intake ID and setup expectations, not an open place. Does not invite people or connect data sources. Returned text may include customer-authored evidence.
fetch
ChatGPTRetrieves one currently permitted record or place, or an Owner or SUMA team existing insight with supporting records, by its SUMA reference ID. Rechecks current access and record visibility on every retrieval and returns source content with its SUMA link. Returned text may include customer-authored evidence.
get_import
ChatGPTReturns the current import receipt, native mapping, evidence role, question, and per-sheet choices without issuing a new upload permission. Includes saved-result counts and uncertainty status. Existing destinations retain their SUMA visibility; this preview does not provide their exact audience. Stakeholder groups, evidence roles, and may_widen_visibility do not establish a destination's audience. Returned text may include customer-authored evidence.
get_import_context
ChatGPTReturns current permitted data types and destination choices for a file import into one SUMA place. Returned text may include customer-authored evidence.
get_intake
ChatGPTReturns a page of current intake questions, accepted answer formats, saved answers, and pagination. The onboarding overview includes full required and optional counts, answered and skipped progress across all pages. Branching answers can change the questions and counts. Setup can be paused and resumed; files and invitations are outside this tool's scope. Reads the persisted setup without moving answer ownership or saving legacy normalization. Returned text may include customer-authored evidence.
get_place
ChatGPTReturns an accessible place's status, readiness and score, with SUMA links. Includes draft and Early look explanations when evidence is limited. Existing generated insight text is available to the Owner or SUMA team when supporting records remain accessible; other roles receive place facts and scores. Native stored scores include their computation date; a score awaiting refresh is withheld with an explanation. Returns existing insights and scores; it does not request a new AI insight. SUMA's normal score updates and background processing may still run. Returned text may include customer-authored evidence.
get_score_history_contract
ChatGPTReturns what a reconstructed past Experience Score checkpoint must hold for one place: the place's own required nodes (pillars, systems, standards, signature moments, stakeholder types) with their names, the node shape and rules, how to cite the place's records, the days already held, the first nightly run day, the limits and the dry-run-then-commit flow, with one example checkpoint. For the place's Owner or the SUMA team; never a demo account. Reads only. Returned text may include customer-authored evidence.
import_score_history
ChatGPTWrites reconstructed past daily Experience Scores for one place from checkpoints the evaluator scored from this place's own records, for the days before the place's first nightly run. Insert-only: a day that already holds a nightly run or observation is refused; an imported day is replaced only by a newer checkpoint. mode dry_run checks every checkpoint against the place's Charter and its records and returns the plan and a receipt without writing; mode commit writes exactly that plan in one transaction, or nothing. Every written day is marked reconstructed with when and by whom. For the place's Owner or the SUMA team; never a demo account. Returned text may include customer-authored evidence.
list_places
ChatGPTLists accessible customer accounts (accounts and next_account_cursor) and active places (places and next_cursor). SUMA team grants span current customer access; account_slug narrows returned places and identifies the customer account for setup. Lists active places currently accessible to the connected SUMA account, with place identifiers, links, current platform role, connector capabilities, and pagination. Record and source visibility are checked separately on retrieval. Returned text may include customer-authored evidence.
open_place
ChatGPTOpens a place from saved intake using SUMA's existing Charter drafting. Accepted locations are blank for an intentionally unlocated place, a real full street address starting with its number and including a comma-separated city or locality, or a location selected in SUMA setup. Other locations return location_confirmation_required before opening. Incomplete setup remains visible. The resulting draft requires platform review; this action does not adopt or sign off the Charter or start automatic AI image generation. Returned text may include customer-authored evidence.
prepare_import
ChatGPTPrepares ChatGPT's original attached file for an existing SUMA import using its provider-supplied file reference. Available only to a registered ChatGPT connection. Returns a preview without confirming or adding records. Returned text may include customer-authored evidence.
save_intake_answers
ChatGPTValidates and saves supplied answers and eligible skips for current intake questions as the connected person. Returns changed fields and current progress. Current intake access, answer formats and place lifecycle restrictions apply. Returned text may include customer-authored evidence.
search
ChatGPTSearches currently permitted SUMA evidence, optionally within one place. Returns bounded source results with record references and SUMA links. Raw records require the platform's raw-record permission. Existing generated insight text is available to the Owner or SUMA team when supporting records remain accessible. Returned text may include customer-authored evidence.
start_import
ChatGPTCreates or resumes one import receipt for the chosen place and destination, with retries identified by request_id. Preparation provides the native mapping and sheet choices without adding records. Existing destinations retain their SUMA visibility. The upload_page, when present, is a signed-in SUMA fallback. Original ChatGPT attachments remain bound to the same import and attachment on retry. Returned text may include customer-authored evidence.
