Pace

Return the caller's organization context, current fiscal quarter, and allowed forecast periods. Use this tool at the start of a conversation (or whenever date-based filters are needed) to ground the model in the org's fiscal calendar. Different organizations can start their fiscal year in different months, so "this quarter" is not a universal span — always rely on this tool instead of computing quarters from the wall-clock date. Returns: - organization_id, organization_name - fiscal_year_start_month (1-12) - today (ISO date, UTC) - current_quarter: number (1-4), label (e.g. "Q1"), start (inclusive ISO date), end (exclusive ISO date) - current_month: start (inclusive ISO date), end (exclusive ISO date) - allowed_forecast_periods: list of period types the org forecasts on (any of "quarter", "month"). Use this to pick a valid `period` value for set_forecast / get_forecast_stats.

get_org_context

Fetch recent emails for an opportunity or account. Provide either `opportunity_id` (or `opportunity_external_id`) or `account_external_id` to scope the results. When an opportunity is provided, the account is resolved automatically. Returns emails from the owner's mailbox. Users without `opportunities_see_all` permission can only access emails from their own mailbox.

get_recent_emails

List accounts with optional filters and sorting. Results are paginated (default 50 per page, max 50). Use the `page` parameter to fetch additional pages when `total_matching` exceeds the returned count. Supports filtering by: - team_id: Filter by team/AE group - owner_id: Filter by owner's CRM user ID - custom_filters: Filter by Account custom CRM fields (object_type="Account"). custom_filters format: Each filter is a dict with keys: "field" (CRM API name from discover_custom_fields, e.g. "Region__c" — not the human label), "operator", and "value". Pick an operator compatible with the field's type_category: - string: equals, not_equals, in, not_in, contains, not_contains, starts_with, is_null, is_not_null - picklist: equals, not_equals, in, not_in, is_null, is_not_null - multipicklist: equals, not_equals, in, not_in, contains, not_contains, contains_all, starts_with, is_null, is_not_null - number/currency: equals, not_equals, in, not_in, gt, gte, lt, lte, is_null, is_not_null - date/datetime: equals, not_equals, in, not_in, gt, gte, lt, lte, is_null, is_not_null (value must be ISO-8601) - boolean: equals, not_equals, is_null, is_not_null (value must be true/false) value must be a list for in/not_in/contains_all; omit value (or use null) for is_null/is_not_null; use a single scalar otherwise. Invalid or incompatible entries are dropped before the query runs, so always call discover_custom_fields first to confirm the field name and type_category. Supports sorting by: name, created_at Each account includes an opportunity summary with open_count, closed_won_count, closed_lost_count, total_open_amount, and total_closed_won_amount. Results are scoped based on user permissions.

list_accounts

List opportunities with optional filters and sorting. Use the `status` parameter to filter by opportunity status: - "all" (default): All opportunities regardless of status - "open": Only open opportunities - "closed_won": Only closed-won opportunities - "closed_lost": Only closed-lost opportunities - "closed": All closed opportunities (won and lost) Results are paginated (default 50 per page, max 50). Use the `page` parameter to fetch additional pages when `total_matching` exceeds the returned count. The response includes `page` (current page) and `total_pages` for navigation. Supports filtering by: - forecast_category: Rep's forecast (Commit, BestCase, Pipeline, Omitted) - suggested_forecast: AI-suggested forecast - team_id: Filter by team/AE group - owner_id: Filter by owner - forecast_mismatch: True = AI differs from rep forecast - close_date_from/to: Date range (ISO format YYYY-MM-DD) - amount_min/max: Amount range - custom_filters: Filter by Opportunity custom CRM fields (object_type="Opportunity"). - account_custom_filters: Filter by Account custom CRM fields (object_type="Account"). Same dict format as custom_filters. - momentum: AI-assessed deal momentum. Values: positive, neutral, negative - engagement_level: AI-assessed engagement level. Values: high, medium, low, none - forecast_bias: Forecast mismatch direction. Values: over_optimistic, over_pessimistic - win_probability_trend: Trend of win probability over recent evaluations. Values: improving, declining, stable custom_filters / account_custom_filters format: Each filter is a dict with keys: "field" (CRM API name from discover_custom_fields, e.g. "Region__c" — not the human label), "operator", and "value". Pick an operator compatible with the field's type_category: - string: equals, not_equals, in, not_in, contains, not_contains, starts_with, is_null, is_not_null - picklist: equals, not_equals, in, not_in, is_null, is_not_null - multipicklist: equals, not_equals, in, not_in, contains, not_contains, contains_all, starts_with, is_null, is_not_null - number/currency: equals, not_equals, in, not_in, gt, gte, lt, lte, is_null, is_not_null - date/datetime: equals, not_equals, in, not_in, gt, gte, lt, lte, is_null, is_not_null (value must be ISO-8601) - boolean: equals, not_equals, is_null, is_not_null (value must be true/false) value must be a list for in/not_in/contains_all; omit value (or use null) for is_null/is_not_null; use a single scalar otherwise. Invalid or incompatible entries are dropped before the query runs, so always call discover_custom_fields first to confirm the field name and type_category. Supports sorting by: amount, close_date, name

list_opportunities

Search for accounts by name. Uses fuzzy matching to find accounts even with typos or partial matches. Returns account details including external ID, name, website, domain, and owner. Results are scoped based on user permissions. Users without 'opportunities_see_all' permission will only see accounts they own.

search_accounts

Search organization documents using semantic similarity. Returns the most relevant document chunks matching the query. Useful for finding policies, playbooks, pricing guides, competitive intel, etc. Args: query: Natural language search query describing what to find top_k: Number of relevant chunks to return (default: 5, max: 10) document_id: Optional - filter results to a specific document (by internal ID)

search_documents

Search for emails using semantic similarity. Optionally filter by `opportunity_id` (or `opportunity_external_id`) or `account_external_id` to scope results to a specific deal or company. When neither is provided, searches across all emails in the organization (or user's mailbox based on permissions). Users without `opportunities_see_all` permission can only search emails in their own mailbox. Unlike keyword search, this finds emails based on meaning, so "budget concerns" would match emails about "cost constraints" or "pricing objections".

search_emails

Search for opportunities by name or account name. Uses fuzzy matching to find opportunities even with typos or partial matches. By default searches across all opportunities (open and closed). Use the `status` parameter to filter results: - "all" (default): Search across all opportunities - "open": Only open opportunities - "closed_won": Only closed-won opportunities - "closed_lost": Only closed-lost opportunities - "closed": All closed opportunities (won and lost) Results are scoped based on user permissions. Users without 'opportunities_see_all' permission will only see their own opportunities.

search_opportunities

Search for teams (AE groups) by name using fuzzy matching. Use this tool to find teams when given a name like "Enterprise" or "West Coast". Also answers "who manages/runs team X?" and shows how teams nest. Returns a list of matching teams, each with: - id, name, and team members - manager: the team's manager ({id, name, email}), or null - parent_team: the team this team nests under ({id, name}), or null If no query is provided (empty string), returns all teams in the organization.

search_teams_by_name

Search for CRM users by name using fuzzy matching. Use this tool to find users when given a name like "John" or "Mary Smith". Handles typos and variations (e.g., "Jon" finds "John"). Also answers "who is X's manager?" and "what does X manage?". Returns a list of matching users, each with: - id, name, email - team: the user's team ({id, name}), or null - manager: the user's direct manager ({id, name}), or null - manages_teams: teams the user manages ([{id, name}]). Only the roots of the managed subtree are listed; managing a root implies managing its sub-teams.

search_users_by_name

Create or update a sales forecast. Use this tool when a user wants to set the commit amount, best case amount, or add a note to a forecast. Period selection (use `period`): - "default": use the organization's allowed forecast period. Works only if the org forecasts on a single period (quarter OR month). If the org allows both, the tool returns an error and you must specify a period explicitly. - "current_quarter" / "next_quarter": use the current or next fiscal quarter. Rejected if the org doesn't forecast on quarters. - "current_month" / "next_month": use the current or next calendar month. Rejected if the org doesn't forecast on months. Call `get_org_context` if you need to know which periods the org allows. Level selection (inferred from intent — provide at most one of ae_group_id or crm_user_id): - "update my forecast" / "set my numbers" → omit both ae_group_id and crm_user_id (updates the calling user's own personal forecast). - "set [rep name]'s forecast" / "update the commit for [rep] on their behalf" → provide crm_user_id (that rep's personal forecast; resolve the name to an ID with search_users_by_name). - "update the forecast for my team" / "set the team forecast for [team name]" → provide ae_group_id (resolve the team name to an ID with search_teams_by_name). Parameters: - period: One of "default", "current_quarter", "next_quarter", "current_month", "next_month". Defaults to "default", which will update the current forecast. - ae_group_id: Team ID (from search_teams_by_name). Provide for team-level forecasts. - crm_user_id: CRM user ID (from search_users_by_name). Provide to set an individual rep's personal forecast on their behalf; omit to set your own. - commit_amount: The commit amount — the rep's high-confidence number. - best_case_amount: The best case amount — optimistic scenario. - note: Optional note or comment attached to this forecast update. Permissions: - Your own personal (sales) forecast: requires manage_sales_forecast permission. - Another rep's personal forecast (via crm_user_id): requires manage_reps_forecast permission (sales managers / admins). - Team level: requires manage_team_forecast permission (team managers). Call search_users_by_name / search_teams_by_name first if you need to resolve a name to an ID.

set_forecast