create_contact
ChatGPTCreate a contact in the Sunwise app. Args: name: Name of the contact (required). email: Email address of the contact (required). first_lastname: First last name of the contact (optional, default is an empty string). second_lastname: Second last name of the contact (optional, default is an empty string). integration_source: Source of the integration (optional, default is an empty string). telephone: Telephone number of the contact (optional, default is an empty string). status_flag: Status of the contact (optional, default is "active" options: "archived", "active"). agent: Agent associated with the contact (optional, default is an empty string). company_name: Name of the company (optional, default is an empty string). contact_origin: Origin of the contact (optional, default is None). status_contact: Status of the contact (optional, default is None). Returns: A dictionary containing the contact information.
create_contact
ChatGPTCreate a contact in the Sunwise app. Args: name: Name of the contact (required). email: Email address of the contact (required). first_lastname: First last name of the contact (optional, default is an empty string). second_lastname: Second last name of the contact (optional, default is an empty string). integration_source: Source of the integration (optional, default is an empty string). telephone: Telephone number of the contact (optional, default is an empty string). status_flag: Status of the contact (optional, default is "active" options: "archived", "active"). agent: Agent associated with the contact (optional, default is an empty string). company_name: Name of the company (optional, default is an empty string). contact_origin: Origin of the contact (optional, default is None). status_contact: Status of the contact (optional, default is None). Returns: A dictionary containing the contact information.
create_energies_without_consumptions
ChatGPTCreate energy records without consumption data. Use this to update consumption data in case you are getting a consumption related error.
create_energies_without_consumptions
ChatGPTCreate energy records without consumption data. Use this to update consumption data in case you are getting a consumption related error.
create_financing_in_proposal
ChatGPTCreate a financing plan for a commercial offer (proposal) using the provided financing request data. Request Parameters - proposal_id (UUID): Identifier of the commercial offer to create a financing plan for. Must correspond to a proposal that does not yet have an active financing plan. The proposal ID can be retrieved using the tools tagged "proposals" or "projects". - financier_id (UUID): Identifier of the selected financier. Must be a value returned by the get_financing_options_for_proposal tool. Call that tool first to retrieve the available financiers for this proposal. - financier_product_id (UUID): Identifier of the specific financing product under the selected financier. Must be a value returned by the get_financing_options_for_proposal tool. - term (int): Duration of the financing plan in months. Must be one of the term options returned by the get_financing_options_for_proposal tool for the selected financier product. Response - Returns a dictionary containing the created financing plan data.
create_financing_in_proposal
ChatGPTCreate a financing plan for a commercial offer (proposal) using the provided financing request data. Request Parameters - proposal_id (UUID): Identifier of the commercial offer to create a financing plan for. Must correspond to a proposal that does not yet have an active financing plan. The proposal ID can be retrieved using the tools tagged "proposals" or "projects". - financier_id (UUID): Identifier of the selected financier. Must be a value returned by the get_financing_options_for_proposal tool. Call that tool first to retrieve the available financiers for this proposal. - financier_product_id (UUID): Identifier of the specific financing product under the selected financier. Must be a value returned by the get_financing_options_for_proposal tool. - term (int): Duration of the financing plan in months. Must be one of the term options returned by the get_financing_options_for_proposal tool for the selected financier product. Response - Returns a dictionary containing the created financing plan data.
create_project
ChatGPTCreate a new project in the Sunwise platform without requiring consumption data. This tool is used to initialize a project associated with a specific contact. It is especially useful when you want to create a project as an initial step in the workflow, even if detailed consumption information is not yet available. Args: contact_id: Unique identifier (UUID) of the contact to associate the new project with (required). project_name: Name of the new project to be created (required). zip_code: Postal code of the project's location (optional, default is None). service_number: Service number or identifier associated with the electrical service (optional, default is None). Notes: - This tool creates a new project without needing any consumption data at the time of creation. - The contact_id must correspond to an existing contact in the Sunwise system. - The project_name is required and uniquely identifies the project. - You can optionally provide zip_code and service_number to enrich the project metadata. Returns: A dictionary containing the details of the created project, including its unique ID, name, associated contact, and any additional metadata provided.
create_project
ChatGPTCreate a new project in the Sunwise platform without requiring consumption data. This tool is used to initialize a project associated with a specific contact. It is especially useful when you want to create a project as an initial step in the workflow, even if detailed consumption information is not yet available. Args: contact_id: Unique identifier (UUID) of the contact to associate the new project with (required). project_name: Name of the new project to be created (required). zip_code: Postal code of the project's location (optional, default is None). service_number: Service number or identifier associated with the electrical service (optional, default is None). Notes: - This tool creates a new project without needing any consumption data at the time of creation. - The contact_id must correspond to an existing contact in the Sunwise system. - The project_name is required and uniquely identifies the project. - You can optionally provide zip_code and service_number to enrich the project metadata. Returns: A dictionary containing the details of the created project, including its unique ID, name, associated contact, and any additional metadata provided.
create_proposal
ChatGPTCreate a new commercial proposal within an existing project in the Sunwise platform. This tool allows you to initialize a proposal inside a specific project, optionally using a preset plan and triggering automatic generation from a predefined template. It is useful for automating proposal creation workflows directly from other systems or assistants. Args: project_id: Unique identifier (UUID) of the project where the proposal will be created (required). name: Name of the new proposal (required). generate: Flag indicating whether the proposal should be automatically generated upon creation (optional, default is 0). Use 1 to enable automatic generation. preset: Name of the preset plan to initialize the proposal with (optional, default is None). If provided, the proposal will use the template associated with that preset. Notes: - If a preset is provided, the proposal will be initialized using the corresponding plan and template. - If generate=1, the proposal will be generated immediately upon creation. - If no preset is provided, the proposal is still created, using the project's default template. - The name field is mandatory and identifies the proposal within the project. Returns: A dictionary representing the created proposal, including metadata, status, and configuration details.
create_proposal
ChatGPTCreate a new commercial proposal within an existing project in the Sunwise platform. This tool allows you to initialize a proposal inside a specific project, optionally using a preset plan and triggering automatic generation from a predefined template. It is useful for automating proposal creation workflows directly from other systems or assistants. Args: project_id: Unique identifier (UUID) of the project where the proposal will be created (required). name: Name of the new proposal (required). generate: Flag indicating whether the proposal should be automatically generated upon creation (optional, default is 0). Use 1 to enable automatic generation. preset: Name of the preset plan to initialize the proposal with (optional, default is None). If provided, the proposal will use the template associated with that preset. Notes: - If a preset is provided, the proposal will be initialized using the corresponding plan and template. - If generate=1, the proposal will be generated immediately upon creation. - If no preset is provided, the proposal is still created, using the project's default template. - The name field is mandatory and identifies the proposal within the project. Returns: A dictionary representing the created proposal, including metadata, status, and configuration details.
create_report
ChatGPTCreate a new report for a given project and a specific historical record. This tool allows you to generate a new report associated with a specified project and historical data record on the Sunwise platform. Args: history_id (str): you should provide the ID of the historical record to base the report on. This can be retrieved from the "get_historical_electrical_bills" tool. report_name (str): The name to assign to the new report. project_id (UUID): The unique identifier of the project to associate with the report. Returns: An object containing: - id: Unique identifier of the created report. - name: Name of the report. - commercial_offer: Commercial offer details associated with the report. - project_id: The unique identifier of the associated project. - interactive_data: Public URL or data for interacting with the report (if available).
create_report
ChatGPTCreate a new report for a given project and a specific historical record. This tool allows you to generate a new report associated with a specified project and historical data record on the Sunwise platform. Args: history_id (str): you should provide the ID of the historical record to base the report on. This can be retrieved from the "get_historical_electrical_bills" tool. report_name (str): The name to assign to the new report. project_id (UUID): The unique identifier of the project to associate with the report. Returns: An object containing: - id: Unique identifier of the created report. - name: Name of the report. - commercial_offer: Commercial offer details associated with the report. - project_id: The unique identifier of the associated project. - interactive_data: Public URL or data for interacting with the report (if available).
get_active_report
ChatGPTRetrieve details of a specific active report by its UUID.
get_active_report
ChatGPTRetrieve details of a specific active report by its UUID.
get_active_reports
ChatGPTRetrieve a list of active reports generated by the authenticated user in the Sunwise platform. This tool allows you to programmatically access all active reports created by the current user, including essential metadata and public URLs where you can see the report itself. Notes: - Only reports generated by the currently authenticated user are returned. - If the user has no active reports, the tool will return an empty list. - Each report includes a public URL that can be used for sharing or embedding purposes. - Reports are linked to their associated project and contact, providing contextual information useful for further automation. Returns: A list of ReportWithUrl objects, each containing: - id: Unique identifier of the report. - name: Name of the report. - interactive_data: Public URL for the report data. - project: Details of the associated project, including its ID and name. - contact: Contact information linked to the project, including its ID and name. - url: A public URL for accessing the report.
get_active_reports
ChatGPTRetrieve a list of active reports generated by the authenticated user in the Sunwise platform. This tool allows you to programmatically access all active reports created by the current user, including essential metadata and public URLs where you can see the report itself. Notes: - Only reports generated by the currently authenticated user are returned. - If the user has no active reports, the tool will return an empty list. - Each report includes a public URL that can be used for sharing or embedding purposes. - Reports are linked to their associated project and contact, providing contextual information useful for further automation. Returns: A list of ReportWithUrl objects, each containing: - id: Unique identifier of the report. - name: Name of the report. - interactive_data: Public URL for the report data. - project: Details of the associated project, including its ID and name. - contact: Contact information linked to the project, including its ID and name. - url: A public URL for accessing the report.
get_contact_by_id
ChatGPTRetrieve a contact by its UUID identifier.
get_contact_by_id
ChatGPTRetrieve a contact by its UUID identifier.
get_contact_projects
ChatGPTRetrieve projects associated with a specific contact.
get_contact_projects
ChatGPTRetrieve projects associated with a specific contact.
get_favorite_commercial_proposal_from_project
ChatGPTRetrieve the favorite commercial proposal associated with a specific project in the Sunwise platform. This tool allows you to programmatically access the commercial proposal marked as "favorite" for a given project. It is useful for quickly identifying the most relevant or approved proposal among multiple options linked to a project. Args: project_id: Unique identifier (UUID) of the project from which to retrieve the favorite commercial proposal (required). Notes: - If a favorite commercial proposal exists for the specified project, its details will be returned. - If no favorite proposal has been set, the response may indicate that no such proposal exists. - This tool is useful for downstream automations that require accessing the primary commercial offer for reporting, analysis, or further processing. Returns: A FavoriteCommercialOfferResponse object containing the details of the favorite commercial proposal, including its ID, associated metadata, and related project information.
get_favorite_commercial_proposal_from_project
ChatGPTRetrieve the favorite commercial proposal associated with a specific project in the Sunwise platform. This tool allows you to programmatically access the commercial proposal marked as "favorite" for a given project. It is useful for quickly identifying the most relevant or approved proposal among multiple options linked to a project. Args: project_id: Unique identifier (UUID) of the project from which to retrieve the favorite commercial proposal (required). Notes: - If a favorite commercial proposal exists for the specified project, its details will be returned. - If no favorite proposal has been set, the response may indicate that no such proposal exists. - This tool is useful for downstream automations that require accessing the primary commercial offer for reporting, analysis, or further processing. Returns: A FavoriteCommercialOfferResponse object containing the details of the favorite commercial proposal, including its ID, associated metadata, and related project information.
get_financing_options_for_proposal
ChatGPTRetrieve financing options for a commercial offer (proposal) by its ID. No request body is required; authentication context is used. Request Parameters - proposal_id (UUID): Identifier of the commercial offer to retrieve financing options for. - business_type (str): The type of business entity for the financing applicant. This value determines which financing products are returned, as available options differ by entity type. Accepted values: - "person_company": A company associated with an individual (moral person with a named representative). - "company": A standalone corporate entity. - "physical_person": An individual person. This parameter is required and must be confirmed with the end user before calling the tool, since financing products vary significantly by business type. Response - Returns a list of dictionaries representing the financing options, including available financiers and their associated financier products.
get_financing_options_for_proposal
ChatGPTRetrieve financing options for a commercial offer (proposal) by its ID. No request body is required; authentication context is used. Request Parameters - proposal_id (UUID): Identifier of the commercial offer to retrieve financing options for. - business_type (str): The type of business entity for the financing applicant. This value determines which financing products are returned, as available options differ by entity type. Accepted values: - "person_company": A company associated with an individual (moral person with a named representative). - "company": A standalone corporate entity. - "physical_person": An individual person. This parameter is required and must be confirmed with the end user before calling the tool, since financing products vary significantly by business type. Response - Returns a list of dictionaries representing the financing options, including available financiers and their associated financier products.
get_historical_electrical_bills
ChatGPTRetrieve all usable historical electrical bills for a specific project. Returns a list of bill records each containing a history_id. If the list is empty, stop immediately and tell the user the project has no bills and a report cannot be created until bills are uploaded in Sunwise. Do not retry.
get_historical_electrical_bills
ChatGPTRetrieve all usable historical electrical bills for a specific project. Returns a list of bill records each containing a history_id. If the list is empty, stop immediately and tell the user the project has no bills and a report cannot be created until bills are uploaded in Sunwise. Do not retry.
get_preset
ChatGPTRetrieve detailed information about a specific proposal plan by its UUID identifier. It returns comprehensive details about the preset.
get_preset
ChatGPTRetrieve detailed information about a specific proposal plan by its UUID identifier. It returns comprehensive details about the preset.
get_presets_list
ChatGPTRetrieve all active proposal plans for the authenticated user's company. It returns a list with UUIDs, names and basic information about each preset.
get_presets_list
ChatGPTRetrieve all active proposal plans for the authenticated user's company. It returns a list with UUIDs, names and basic information about each preset.
get_project
ChatGPTRetrieves a specific project by its ID. Returns a single Project object containing key details of the project, including its ID, name, associated contact, and metadata, or None if the project is not found.
get_project
ChatGPTRetrieves a specific project by its ID. Returns a single Project object containing key details of the project, including its ID, name, associated contact, and metadata, or None if the project is not found.
get_project_summaries_list
ChatGPTRetrieve a list of project summaries for the authenticated user. Each summary includes the summary name, associated contact, an interactive summary URL, and a list of related projects.
get_project_summaries_list
ChatGPTRetrieve a list of project summaries for the authenticated user. Each summary includes the summary name, associated contact, an interactive summary URL, and a list of related projects.
get_project_summary
ChatGPTRetrieve a single project summary by its UUID for the authenticated user. The summary includes the summary name, associated contact, an interactive summary URL, and a list of related projects.
get_project_summary
ChatGPTRetrieve a single project summary by its UUID for the authenticated user. The summary includes the summary name, associated contact, an interactive summary URL, and a list of related projects.
get_proposal
ChatGPTRetrieve a proposal associated with a given proposal UUID.
get_proposal
ChatGPTRetrieve a proposal associated with a given proposal UUID.
get_proposal_financing_info
ChatGPTRetrieve detailed financing information for a commercial offer that has an active financing plan applied. No request body is required; authentication context is used. Request Parameters - proposal_id (UUID): Identifier of the commercial offer to retrieve financing information for. Response - Returns a dictionary containing the commercial offer data with its financing information data.
get_proposal_financing_info
ChatGPTRetrieve detailed financing information for a commercial offer that has an active financing plan applied. No request body is required; authentication context is used. Request Parameters - proposal_id (UUID): Identifier of the commercial offer to retrieve financing information for. Response - Returns a dictionary containing the commercial offer data with its financing information data.
get_proposal_summaries_list
ChatGPTRetrieve a list of proposal summaries associated with the authenticated user in the Sunwise platform. Each summary contains key contextual information, including associated project and contact details, as well as the proposals it consolidates. This is useful for listing, displaying, or selecting summaries in downstream workflows. Notes: - The interactive_data field provides a public URL to view the summary interactively. - If no summaries exist for the user, an empty list will be returned. Returns: A list of ProposalSummary objects, each containing: - id: Unique identifier (UUID) of the summary. - name: Name of the summary. - project_id and project_name: ID and name of the associated project. - contact_id and contact_name: ID and name of the associated contact. - interactive_data: A public URL for accessing the summary interactively. - linked_proposals: A list of proposals included in the summary, with their IDs and names.
get_proposal_summaries_list
ChatGPTRetrieve a list of proposal summaries associated with the authenticated user in the Sunwise platform. Each summary contains key contextual information, including associated project and contact details, as well as the proposals it consolidates. This is useful for listing, displaying, or selecting summaries in downstream workflows. Notes: - The interactive_data field provides a public URL to view the summary interactively. - If no summaries exist for the user, an empty list will be returned. Returns: A list of ProposalSummary objects, each containing: - id: Unique identifier (UUID) of the summary. - name: Name of the summary. - project_id and project_name: ID and name of the associated project. - contact_id and contact_name: ID and name of the associated contact. - interactive_data: A public URL for accessing the summary interactively. - linked_proposals: A list of proposals included in the summary, with their IDs and names.
get_proposal_summary
ChatGPTRetrieve a single proposal summary by its UUID from the Sunwise platform. This tool allows you to fetch the full details of a specific proposal summary, including its associated project, contact, linked proposals, and the public URL for interactive viewing. It is useful for displaying summary details, sharing them externally, or building workflows around a specific summary. Args: summary_id: The unique identifier (UUID) of the summary to retrieve (required). Notes: - The interactive_data field provides a public URL that can be used to open the summary in a browser. Returns: A ProposalSummary object containing: - id: Unique identifier (UUID) of the summary. - name: Name of the summary. - project_id and project_name: ID and name of the associated project. - contact_id and contact_name: ID and name of the associated contact. - interactive_data: A public URL to view the summary interactively. - linked_proposals: A list of linked proposals, including their IDs and names.
get_proposal_summary
ChatGPTRetrieve a single proposal summary by its UUID from the Sunwise platform. This tool allows you to fetch the full details of a specific proposal summary, including its associated project, contact, linked proposals, and the public URL for interactive viewing. It is useful for displaying summary details, sharing them externally, or building workflows around a specific summary. Args: summary_id: The unique identifier (UUID) of the summary to retrieve (required). Notes: - The interactive_data field provides a public URL that can be used to open the summary in a browser. Returns: A ProposalSummary object containing: - id: Unique identifier (UUID) of the summary. - name: Name of the summary. - project_id and project_name: ID and name of the associated project. - contact_id and contact_name: ID and name of the associated contact. - interactive_data: A public URL to view the summary interactively. - linked_proposals: A list of linked proposals, including their IDs and names.
get_proposals
ChatGPTRetrieve all proposals associated with the authenticated user's company.
get_proposals
ChatGPTRetrieve all proposals associated with the authenticated user's company.
get_proposals_in_project
ChatGPTRetrieve all proposals associated with a given project UUID.
get_proposals_in_project
ChatGPTRetrieve all proposals associated with a given project UUID.
get_recent_projects
ChatGPTRetrieve the three most recent projects associated with the authenticated user in the Sunwise platform. This tool allows you to quickly access the latest projects created or updated by the current user. It is useful for workflows that require referencing recent activity — for example, suggesting actions on active projects, retrieving context for ongoing proposals, or automating follow-ups. Notes: - Returns up to three projects, ordered from most recently created or updated to least recent. - Only projects associated with the currently authenticated user are included. - The response is not given per contact, is a list of the user's recent projects across all contacts. - This tool is ideal for use cases such as surfacing recent work, initializing proposal creation, or listing active opportunities. Returns: A list of up to three ProjectZapierSchemaResponse objects, each containing key details of the project, including its ID, name, associated contact, and metadata.
get_recent_projects
ChatGPTRetrieve the three most recent projects associated with the authenticated user in the Sunwise platform. This tool allows you to quickly access the latest projects created or updated by the current user. It is useful for workflows that require referencing recent activity — for example, suggesting actions on active projects, retrieving context for ongoing proposals, or automating follow-ups. Notes: - Returns up to three projects, ordered from most recently created or updated to least recent. - Only projects associated with the currently authenticated user are included. - The response is not given per contact, is a list of the user's recent projects across all contacts. - This tool is ideal for use cases such as surfacing recent work, initializing proposal creation, or listing active opportunities. Returns: A list of up to three ProjectZapierSchemaResponse objects, each containing key details of the project, including its ID, name, associated contact, and metadata.
list_contacts
ChatGPTRetrieve a list of contacts associated with the authenticated user.
list_contacts
ChatGPTRetrieve a list of contacts associated with the authenticated user.
search_contacts
ChatGPTSearches for active contacts that match a given name, company name, or email address associated with the authenticated user. Returns a list of matching contacts with their details like ID, name, last names, emails, telephones, company name, and creation date.
search_contacts
ChatGPTSearches for active contacts that match a given name, company name, or email address associated with the authenticated user. Returns a list of matching contacts with their details like ID, name, last names, emails, telephones, company name, and creation date.
search_project_summaries
ChatGPTSearches for active project summaries that match a given name or contact name.
search_project_summaries
ChatGPTSearches for active project summaries that match a given name or contact name.
search_projects
ChatGPTSearches for active projects that match a given name, customer name, contact name, or service number associated with the authenticated user. Returns a list of matching projects with their details like ID, name, customer name, contact name, service number, status, and creation date.
search_projects
ChatGPTSearches for active projects that match a given name, customer name, contact name, or service number associated with the authenticated user. Returns a list of matching projects with their details like ID, name, customer name, contact name, service number, status, and creation date.
search_proposal_summaries
ChatGPTSearches for active proposal summaries that match a given name, contact name or project name.
search_proposal_summaries
ChatGPTSearches for active proposal summaries that match a given name, contact name or project name.
search_proposals
ChatGPTSearches for active proposals that match a given name, customer name, contact name or project name.
search_proposals
ChatGPTSearches for active proposals that match a given name, customer name, contact name or project name.
search_reports
ChatGPTSearches for active reports that match a given name, contact name or project name.
search_reports
ChatGPTSearches for active reports that match a given name, contact name or project name.
update_contact
ChatGPTUpdate a contact in the Sunwise app. Args: contact_id: ID of the contact to update (required). name: Name of the contact (required). first_lastname: First last name of the contact (optional, default is an empty string). second_lastname: Second last name of the contact (optional, default is an empty string). integration_source: Source of the integration (optional, default is an empty string). email: Email address of the contact (optional, default is an empty string). telephone: Telephone number of the contact (optional, default is an empty string). status_flag: Status of the contact (optional, default is "active" options: "archived", "active"). agent: Agent associated with the contact (optional, default is an empty string). company_name: Name of the company (optional, default is an empty string). contact_origin: Origin of the contact (optional, default is None). status_contact: Status of the contact (optional, default is None). Returns: A dictionary containing the updated contact information.
update_contact
ChatGPTUpdate a contact in the Sunwise app. Args: contact_id: ID of the contact to update (required). name: Name of the contact (required). first_lastname: First last name of the contact (optional, default is an empty string). second_lastname: Second last name of the contact (optional, default is an empty string). integration_source: Source of the integration (optional, default is an empty string). email: Email address of the contact (optional, default is an empty string). telephone: Telephone number of the contact (optional, default is an empty string). status_flag: Status of the contact (optional, default is "active" options: "archived", "active"). agent: Agent associated with the contact (optional, default is an empty string). company_name: Name of the company (optional, default is an empty string). contact_origin: Origin of the contact (optional, default is None). status_contact: Status of the contact (optional, default is None). Returns: A dictionary containing the updated contact information.
