add_deal_collaborator
ChatGPTAdds an active workspace member as collaborator or watcher on an authorized deal. An existing assignment can be replaced with the requested role.
Overview
Connect your Sunate workspace to ChatGPT and Codex to manage everyday CRM work in natural language. Find and update contacts, leads, deals, tasks, pipelines, assignments, and private quote drafts; check roof reports; and prepare lead-generation requests. Access follows each member's Sunate permissions, and sensitive actions require confirmation. A Sunate account with the OpenAI integration enabled is required.
Tools
add_deal_note
ChatGPTAdds an internal note to an authorized deal.
archive_deal
ChatGPTSoft-archives an authorized deal. The first call returns a server-issued confirmation_ref and confirmation_digest; execute only with that proof, confirmed=true, and the unchanged target. A bare confirmed=true is rejected.
archive_lead
ChatGPTArchives an authorized lead. The first call returns a server-issued confirmation_ref and confirmation_digest; execute only with that proof, confirmed=true, and the unchanged target. A bare confirmed=true is rejected.
complete_task
ChatGPTTransitions one authorized task to completed. Repeating the call is safe and recurring-task materialization can return partial warnings.
convert_lead_to_deal
ChatGPTConverts an authorized lead into an open deal at an exact deal stage. It can create a linked CompanyCam project and may return partial warnings.
create_contact
ChatGPTCreates or enriches a tenant contact from normalized identity fields. Address geocoding can return a partial warning while preserving the contact.
create_deal
ChatGPTCreates a deal with an authorized contact, stage, and explicit owners. An inline contact must include a complete street, city, state, and ZIP address; an existing contact_ref must already have a complete address. It can also create the linked CompanyCam project and may return partial warnings.
create_lead
ChatGPTCreates one lead in an authorized leads pipeline and open stage, with a structured contact. Creation can trigger workspace automations, including external actions.
create_task
ChatGPTCreates one internal task in an authorized task pipeline and open stage.
get_contact
ChatGPTReturns the authorized details of one contact by reference.
get_deal
ChatGPTReturns one authorized deal by its internal reference. Use list_deals first when only a name is known.
get_deal_timeline
ChatGPTReturns structured CRM context for an authorized deal, including notes, activity, tasks, documents, and upcoming appointments. Bounded sections can return partial warnings.
get_lead
ChatGPTReturns the authorized details of one lead by reference.
get_lead_generation
ChatGPTReturns sanitized progress, created lead references, and normalized results for one authorized run; raw provider data is never returned.
get_quote
ChatGPTReturns the persisted details and status of a quote on a visible deal. Customer access links are omitted from plugin results.
get_roof_report
ChatGPTReturns authorized roof-report status and measurements, with the customer link only after release.
get_task
ChatGPTReturns the authorized details of one task by reference.
list_contacts
ChatGPTLists contacts with structured filters, pagination, and an exact total when requested. Bounded filters can return partial warnings.
list_deal_notes
ChatGPTLists authorized deal notes with pagination and an optional exact total.
list_deals
ChatGPTLists authorized deals with structured filters and pagination. A stage name can return needs_input candidates, and bounded searches can return partial warnings.
list_leads
ChatGPTLists authorized leads with structured filters and pagination. A stage name can return needs_input candidates, and bounded searches can return partial warnings.
list_pipelines
ChatGPTLists authorized deal, lead, or task pipelines with their stage references. Very large directories can return partial warnings.
list_roof_reports
ChatGPTLists authorized roof reports without exposing storage paths or public tokens. Bounded assignment visibility can return partial warnings.
list_tasks
ChatGPTLists authorized tasks with structured filters, pagination, and an exact total when requested.
list_team_members
ChatGPTLists active workspace members for structured assignee selection. Very large directories can return partial warnings.
move_lead_stage
ChatGPTMoves an authorized lead to an open or lost stage in its current lead pipeline. The transition can trigger workspace automations, including external actions. This is destructive; winning requires conversion.
prepare_lead_generation
ChatGPTRead-only preflight that normalizes an exact location and filters, checks quota, and returns a 15-minute confirmation snapshot. It can return needs_input.
prepare_roof_report_request
ChatGPTRead-only preflight for an exact lead or deal: checks address, active report, and included quota, then returns a 15-minute confirmation snapshot. If no included request remains, it returns needs_input without executing.
publish_quote
ChatGPTPublishes a private quote after explicit confirmation. It does not send email, and customer access links are omitted from plugin results.
request_lead_generation
ChatGPTConsumes quota and queues an external lead search using an unexpired preparation digest and confirmed=true. Returns a run reference for polling.
request_roof_report
ChatGPTConsumes included quota and submits external roof-measurement work using an unexpired preparation digest and confirmed=true. If no included request remains, it fails without executing; notification or imagery degradation can return partial warnings.
update_contact
ChatGPTOverwrites selected contact fields and synchronizes primary email and phone mirrors. Address geocoding can return a partial warning.
update_deal
ChatGPTOverwrites selected authorized deal, contact, board, tag, or owner fields. Moving a deal to a won or lost stage requires a server-issued confirmation_ref and confirmation_digest from a prior call; confirmed=true alone is never sufficient. A board move can trigger workspace automations, including external actions. Ambiguous input must be resolved before this call; geocoding or automation can return partial warnings.
update_lead
ChatGPTOverwrites authorized lead details, contact email, wants, or exact disposition reference. Resolve names to internal references first.
update_task
ChatGPTOverwrites authorized task details, board placement, responsibles, relation, or completion state. Recurrence materialization can return partial warnings.
upsert_quote_draft
ChatGPTCreates or overwrites the single private draft on an authorized deal. Line items are markup-eligible; separate labor is not. It never publishes a customer link, but moving the deal to a quoted stage can trigger workspace automations. PDF or deal-stage degradation can return partial warnings.
Capabilities
Writes
Example Prompts
Click any prompt to copy it.
