Etropo

Create one or more new budget categories. Only organization admins can create categories. Supports hierarchy: set parentId to create subcategories, or isMasterCategory for top-level groupings.

add_categories

Create one or more new line items in the budget. Requires a category ID and name for each item. Currency defaults to the organization's default currency if not specified. Returns created items with IDs.

add_line_items

Save a durable marketing fact/learning into the organization's Marketing Brain so it persists across sessions. PROACTIVELY offer to use this whenever the user discusses a marketing learning, result, experiment outcome, metric (CAC/LTV/CPA), channel insight, or strategic decision worth remembering — ask if they'd like it saved. Synthesize a concise, self-contained fact (don't copy the raw message). Default entryType is 'learning' with a category (Channels/Campaigns/Strategic/Operational). ALWAYS confirm the exact title + content with the user before calling.

add_marketing_context_fact

Calculate and analyze variance (actual - planned) across all line items, categories, and budget totals. Use when users ask about spend vs plan comparisons, overspend/underspend analysis, budget performance, or questions like "which line items are over budget". Variance is positive when over budget and negative when under budget.

analyze_variance

List a budget's versions. A budget can hold several versions — alternative PLANS side by side (a reforecast, a what-if, last quarter's approved plan) — and exactly ONE is ACTIVE: the active version is what the app shows and what every other tool here reads and writes. ACTUALS AND CATEGORIES ARE SHARED BY EVERY VERSION; only planned amounts fork. Returns each version's id, name, number, active flag, creation date, target budget, line-item count and a link. Use when the user asks what versions, scenarios or reforecasts a budget has, or which plan is live.

list_budget_versions

Browse the organization's Marketing Brain like a filesystem (`ls`). The brain holds company knowledge: overview, go-to-market, personas, products, marketing facts (metric definitions, operations/tech-stack), and learnings (what worked/didn't and why). It holds qualitative knowledge, not budget numbers. Call with no folder for the top-level folders; call with a folder path (e.g. "learnings/Channels", "marketing_facts/metrics", "company/go_to_market/strategy") for the entries in it plus child folders with counts. Use this FIRST for strategic tasks, then read the entries that look relevant.

list_marketing_context

Read full Marketing Brain entries by id (`cat`). Pass ids returned by list_marketing_context or search_marketing_context to get each entry's full title, content, structured data, source, and last-updated. Use after listing/searching to pull the specific knowledge you need.

read_marketing_context_entries

Retrieve the organization's marketing channels with rolled-up totals and hierarchy for the latest budget. Use when users ask about channels (e.g. "show me my channels", "how much is planned for paid media", "what channels do we have"). Channels group line items by marketing function (Paid Search, SEO, Events, etc.) and support one level of parent/child nesting. Use the optional startMonth/endMonth parameters when the user asks about a specific timeframe (e.g. "Q1 paid media", "March 2025") — pass the inferred YYYY-MM bounds; omit both to total across all months in the budget. Returns each channel with its direct and rolled-up line-item count and planned/actual totals for the requested period, plus a count of unassigned line items in the active budget.

retrieve_channels

Retrieve detailed line item data based on semantic search. Use when users ask about specific line items by name, category, or description (e.g., "show me social media line items", "what are the marketing costs"). Returns structured data including line item names, categories, currencies, and monthly planned/actual values. Use the optional startMonth/endMonth parameters when the user asks about a specific timeframe (e.g. "spend in March 2025", "Q1 plans") — pass the inferred YYYY-MM bounds; omit both to return all months.

retrieve_line_items

Keyword search across the entire Marketing Brain (`grep`), ranked by relevance. Use when you know what you want but not which folder it lives in (e.g. "CAC LTV", "LinkedIn events"). Returns matching entries with a snippet and relevance rank; read the ones you want with read_marketing_context_entries. Supports websearch-style queries (quoted phrases, OR, -exclusion).

search_marketing_context