ASPR

Contacts associated with a deal's account.

deals_get_contacts

Deal briefing: what has happened + next steps (deal recap).

deals_get_insights

EWMA sentiment nowcast / momentum for a deal.

meeting_get_deal_sentiment

Team members attached to a deal.

deals_get_team_members

AI recap of a past meeting.

meeting_get_recap

Per-meeting sentiment for a month (YYYY-MM) or a start/end date range.

meeting_get_sentiment_by_date

Raw transcript text for a meeting. Accepts a meeting handle (meeting_<uuid>) or a meeting uuid. May contain PII.

meeting_get_transcript

Historical development-plan phases for a rep. Non-admins are forced to their own account.

coaching_get_development_plans

Coaching tips (6 categories: rapport, active listening, discovery, value engineering, objection handling, closing) plus speech metrics for a coachee in a meeting. Both the coachee email and full name are required.

coaching_get_meeting

Script (transcript text) + timestamps for one podcast. Tenant-scoped. Take the arguments from a podcast_list row: `id` → podcast_id, `podcast_type` → source. For briefing_document/uploaded_document podcasts also pass the row's `document_id`; premeeting podcasts need no document_id (resolved server-side).

podcast_get

AI prep for an upcoming meeting: briefing, stakeholders, discovery questions, tactical plan, client news and recap.

premeeting_get_insights

One-hop lookup of a meeting's pre-meeting podcast by its meeting handle (from search/fetch/meeting_list_*/meeting_get). ALWAYS prefer this over paging podcast_list when the user asks for a specific meeting's podcast. Returns the podcast row (id, document_id, podcast_type, build_status); follow up with podcast_get for the script.

podcast_get_premeeting_by_meeting

Narrative coaching reviews (person-level or per-deal) plus development-plan context. Pass crm_link_ids=[""] for a person-level review.

coaching_get_reviews

AI-drafted follow-up email for a past meeting.

meeting_get_suggested_email

The rep's brief for one day, composed exactly as the ASPR dashboard composes it: that day's meetings, each with its pre-meeting TL;DR (mission, in-the-room action, commitment to lock, risk), grouped morning / afternoon / evening. Defaults to today in the rep's own timezone; pass `date` (YYYY-MM-DD) for another day. Meetings whose prep has not been generated are listed separately under `not_briefed` with no TL;DR. This tool NEVER substitutes a different day: if `meetings` is empty, tell the user there is nothing scheduled for that date rather than reporting some other day.

salesbrief_get_today

Paginated accounts (each embeds its enriched deals). Owned + team for user scope; whole tenant for admin.

accounts_list

Paginated deals visible to the connected user (owned + deal-team). Supports search and sort. Returns { result, totalPages, totalCount }.

deals_list

Paginated leads (owned for user scope; company-wide for admin).

leads_list

Paginated past meetings with search, score sort and insight filters.

meeting_list_past

Paginated AI training podcasts (briefing, pre-meeting and uploaded-document sources) with title/status. Use podcast_get for full metadata. For a specific meeting's podcast use podcast_get_premeeting_by_meeting instead of paging this list.

podcast_list

Paginated upcoming meetings — what's next on the calendar — with search and deal filter. Use the returned meeting ids with premeeting_get_insights for AI prep.

meeting_list_upcoming

Queues regeneration of a deal’s AI insights/overview ("what has happened + next steps"). Takes the NUMERIC deal id (deals_list `id`). Background job: the response includes the PREVIOUS build’s recap_generated_at — poll deals_get_insights until its timestamp moves past that baseline. Confirm with the user before calling unless they explicitly asked to (re)generate.

deals_generate_insights

DESTRUCTIVE regeneration of pre-meeting insights: the existing insights are DELETED FIRST, then rebuilt (a failed run leaves the meeting with none), and the rebuild FANS OUT to related meetings with the same participants. You MUST get the user’s explicit confirmation in the conversation before calling; set confirmed=true only after they said yes. Poll meeting_get until isPreMeetingProcessed is true, then read premeeting_get_insights.

premeeting_generate

Search across deals, accounts and past meetings. Returns citeable results ({ id, title, url }); pass an id to `fetch` for the full record.

search

The connected user's own profile: their name, work email and role, plus their company (full name, work domain(s), and description). Use this to greet the user or answer "who am I", "what's my email", or "what company am I with". Returns no internal ids — refer to the user by name/email and the company by name/domain.

whoami