ProfitHero

Retrieve calculated KPI values: historical (before plan start), goals (plan-period targets), and facts (actual values within the plan period). Requires dateRange and aggregation. For goals/historical use full-month boundaries; facts accept any range. Defaults to company totals when businessUnitId is omitted. Account is taken from the API key.

get_kpi_data

Discover what KPIs, business units, and raw-data reports are available for this account. Call this ONCE at the start of any analysis. Returns available KPIs (with type/direction), business units, the current plan period (if any), and which raw-data reports this account's CRM supports. Account is taken from the API key — do not pass any account/tenant id.

get_available_metrics_and_business_units

Fetch past insights for this account to provide context and continuity. All filters are optional. Returns insights ordered by period (most recent first). Account is taken from the API key. Accounts receivable (ars) insights are not available on this connector. DATE RANGE: when filtering by period, pass either a full calendar month (period_start on the 1st, period_end on the last day — e.g. 2026-08-01 to 2026-08-31) or a Mon–Sun week (period_start = Monday, period_end = Sunday — e.g. 2026-08-10 to 2026-08-16). A multi-week Mon–Sun window returns every contained week. Do not use arbitrary mid-week or mid-month cutoffs. CADENCE: callbacks_warranty, tech_productivity, and retrospective_pnl_changes are weekly (also queryable as a month window). goals and calls exist only at monthly cadence, for reconciled months — use cadence_type "monthly" and a full calendar month. A Mon–Sun week returns nothing for goals/calls.

get_historical_insights

Query individual records from the account's CRM. - jobs_with_invoice_items: completed jobs + invoice line items (what was sold, prices, quantities) - estimates: sales estimates with line items - ar_transactions: AR aging snapshot (ServiceTitan only) — dateRange.end is the "as of" date - campaigns: marketing campaigns (ServiceTitan only) - memberships: customer memberships — type, status, dates, BU, next bill (ServiceTitan only) - service_agreements: service agreements — status, dates, BU, total (ServiceTitan only) - purchase_orders: POs — number, vendor, BU, total, status, job (ServiceTitan only) - vendor_bills: inventory bills — vendor, total, date, PO, BU (ServiceTitan only) - campaign_costs: monthly campaign spend, joined to campaign name (ServiceTitan only) Customer names and identifiers are omitted; addresses are limited to city/state. Use get_available_metrics_and_business_units to see which reports this account supports. Account is taken from the API key.

get_raw_data

Fetch this account's WEEKLY insights memory — a concise, agent-maintained digest of durable operational business context. Returns memory_md (null if never written), updated_through, updated_at, and exists. Account is taken from the API key.

get_weekly_insights_memory