Sunate

Creates 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.

upsert_quote_draft

Returns sanitized progress, created lead references, and normalized results for one authorized run; raw provider data is never returned.

get_lead_generation

Returns the authorized details of one contact by reference.

get_contact

Returns structured CRM context for an authorized deal, including notes, activity, tasks, documents, and upcoming appointments. Bounded sections can return partial warnings.

get_deal_timeline

Returns authorized roof-report status and measurements, with the customer link only after release.

get_roof_report

Returns one authorized deal by its internal reference. Use list_deals first when only a name is known.

get_deal

Returns the authorized details of one lead by reference.

get_lead

Returns the authorized details of one task by reference.

get_task

Returns the persisted details and status of a quote on a visible deal. Customer access links are omitted from plugin results.

get_quote

Lists contacts with structured filters, pagination, and an exact total when requested. Bounded filters can return partial warnings.

list_contacts

Lists authorized deal, lead, or task pipelines with their stage references. Very large directories can return partial warnings.

list_pipelines

Lists active workspace members for structured assignee selection. Very large directories can return partial warnings.

list_team_members

Lists authorized deal notes with pagination and an optional exact total.

list_deal_notes

Lists authorized deals with structured filters and pagination. A stage name can return needs_input candidates, and bounded searches can return partial warnings.

list_deals

Lists authorized leads with structured filters and pagination. A stage name can return needs_input candidates, and bounded searches can return partial warnings.

list_leads

Lists authorized tasks with structured filters, pagination, and an exact total when requested.

list_tasks

Lists authorized roof reports without exposing storage paths or public tokens. Bounded assignment visibility can return partial warnings.

list_roof_reports

Moves 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.

move_lead_stage

Read-only preflight that normalizes an exact location and filters, checks quota, and returns a 15-minute confirmation snapshot. It can return needs_input.

prepare_lead_generation

Read-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.

prepare_roof_report_request

Publishes a private quote after explicit confirmation. It does not send email, and customer access links are omitted from plugin results.

publish_quote

Consumes quota and queues an external lead search using an unexpired preparation digest and confirmed=true. Returns a run reference for polling.

request_lead_generation

Consumes 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.

request_roof_report

Overwrites selected contact fields and synchronizes primary email and phone mirrors. Address geocoding can return a partial warning.

update_contact

Overwrites 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_deal

Overwrites authorized lead details, contact email, wants, or exact disposition reference. Resolve names to internal references first.

update_lead

Overwrites authorized task details, board placement, responsibles, relation, or completion state. Recurrence materialization can return partial warnings.

update_task