Sunwise

Retrieve 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.

Retrieve 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.

Retrieve 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.

Retrieve detailed information about a specific proposal plan by its UUID identifier. It returns comprehensive details about the preset.

Retrieve all active proposal plans for the authenticated user's company. It returns a list with UUIDs, names and basic information about each preset.

Retrieves 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.

Retrieve 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.

Retrieve 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.

Retrieve a proposal associated with a given proposal UUID.

Retrieve 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.

Retrieve 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.

Retrieve 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.

Retrieve all proposals associated with the authenticated user's company.

Retrieve all proposals associated with a given project UUID.

Retrieve 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.

Retrieve a list of contacts associated with the authenticated user.

Searches 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.

Searches for active project summaries that match a given name or contact name.

Searches 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.

Searches for active proposal summaries that match a given name, contact name or project name.

Searches for active proposals that match a given name, customer name, contact name or project name.

Searches for active reports that match a given name, contact name or project name.

Update 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.