SpecterSystems.io

Returns the merchant application link and signed form ID for ChatGPT applicants. Use this first when a new merchant wants to apply through the Specter Systems ChatGPT app. This does not require an account and does not submit data. Do not describe internal workspace routing or tenant configuration.

get_chatgpt_merchant_application_link

Fetches the public signed merchant intake form. Use for merchant applicants and public signed-form flows. For ChatGPT merchant applicants, call get_chatgpt_merchant_application_link first and use its signed_id. Use returned schema only to collect valid applicant answers; do not display backend configuration, bank-login configuration, internal routing, tenant setup, or operational settings to the merchant.

get_public_application_form

Refreshes an existing Specter Systems session with a refresh token from the auth backend. Use only when app-level OAuth is unavailable and an authenticated user's access token has expired. It sends the refresh token in the Authorization header; model-visible output redacts new tokens and secrets.

refresh_specter_session

Locally analyzes a user's Workflow V3 request and returns the likely FOS entity, trigger, fields, operators, action node types, and minimal next MCP calls. Use this as the first Workflow Builder tool call before loading broad catalogs, so the assistant can retrieve only the small schemas needed for the requested workflow. This tool does not call external systems or access tenant records.

search_workflow_builder_tools

Completes sign-in for users who have access to more than one tenant. Use after sign_in_to_specter returns requires_tenant_selection=true. It sends the tenant_selection_token and selected tenant_id to the live auth backend; model-visible output redacts session tokens and secrets.

select_specter_tenant

Renders a compact application or intake summary card from already retrieved data. Use after a data tool when a concise visual summary helps the user. This render-only tool does not call external systems or mutate data.

show_application_summary

Authenticates an existing Specter Systems user with email and password. Use only when the user explicitly asks to sign in and app-level OAuth is unavailable. This calls the live auth backend and may return a tenant-selection challenge; model-visible output redacts session tokens and secrets. It does not create, update, or delete CRM/FOS business records.

sign_in_to_specter

Submits a completed public financing application for a merchant or broker. Use only after the applicant reviews the answers and consents to submit them to Specter Systems. This creates or updates live intake/application records and may trigger downstream intake automation. Do not collect or submit SSNs, payment card data, health data, or unrelated personal data.

submit_public_financing_application

Uploads a bank statement or supporting document to a specific public signed-form submission field. Use only when the applicant supplied a file for their application. Do not say files are attached unless this tool succeeds for each supplied file.

upload_public_bank_statement

Validates a public merchant or broker application before final submission. Use after collecting answers from the signed form. The applicant_data object must contain only fields from the fetched form schema; do not request SSNs, card data, health data, or unrelated personal data.

validate_public_financing_application