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A connected assistant can use these tools, within the permissions of the person who connected and the scopes they approved.
  • search: Search businesses, people and deals
  • get_deal: Get a deal (full picture)
  • get_business: Get a business
  • get_person: Find a person
  • list_deals: List deals
  • get_statement_analysis: Get bank statement analysis
  • get_recommended_lenders: Get recommended lenders
  • get_offers: Get offers on a deal
  • list_renewal_ready_advances: List renewal-ready advances
  • list_team_members: List team members
  • get_pipeline: Get the pipeline
  • list_lenders: List lenders
  • get_lender: Get a lender
  • create_deal: Create a deal
  • update_deal: Update a deal
  • move_deal_stage: Move a deal to a stage
  • submit_deal: Submit a deal to lenders
  • log_offer: Log an offer
  • set_primary_offer: Set the primary offer
  • request_documents: Request documents from the merchant
  • send_merchant_portal: Send the merchant portal link
  • check_datamerch: Check a merchant in DataMerch
  • add_note: Add a note
  • create_task: Create a task
  • create_lender: Create a lender
  • set_lender_criteria: Set a lender’s criteria
  • update_lender: Update a lender
  • delete_lender: Delete a lender
  • get_team_member: Get a team member with permissions
  • list_permission_templates: List permission templates
  • add_team_member: Add a team member
  • update_team_member: Change a team member