Give your assistant a phone number it can actually use.

List the account's leads, newest first. Optionally filter by pipeline stage. Each lead comes back with its address and map coordinates when it has them, so a lead you created with an address reads back the same way.

List recent calls for the account with outcome, direction and duration. Use for 'what happened on the phone today'.

List upcoming appointments for the account. Use for 'what is on my calendar'.

Call performance over a period: total, connected, voicemail, and how many reached a real person. Reads the one canonical call vocabulary, so these numbers match the dashboard exactly.

The agent's actual to-do list right now: leads that went cold, connected calls that never got a follow-up, and appointments coming up. Call this when asked 'what should I do today', 'what needs attention', or at the start of a work session. Returns work to be done, not a data dump. Each item includes the lead id and phone so you can act on it with other tools.

Open appointment slots for the account's booking calendar over the next two weeks. Call this BEFORE book_appointment so you offer a real time instead of guessing one.

List the account's saved lead lists with each list's member count and a per-stage rollup (new, contacted, booked, sold, and so on). Use this to find a listId to pass to run_list, and to watch results roll up as calls complete.

List the account's named booking calendars and their settings.

List the account's drip sequences and their steps.

Read the account's pipeline stages, custom lead field definitions, and automation settings. Use before writing config so you patch rather than clobber.

List the accounts this key can act on. A per-account key returns just its own account. An organization key (held by a team lead) returns every seat in the org, each with an account_id to pass as `account_id` on any GTM tool to act on that seat.

Score a saved lead now and return the reasons. Gives the 1-99 priority score, the hot/warm/cold tier, the fit and intent dimensions, the A-D x 1-4 grid, the routing call, and the factor breakdown. This is a read: it computes and explains, and writes nothing. Fit is null when the account has no closed-deal history to judge source fit from, which is honest, not an error.

Build the closing-call brief for a saved lead: who they are, what they need, their pain points, the deal state, a price recommendation with its inputs shown, a talk track, and the next step. Every line cites the record it came from; a lead with no activity yet returns empty sections on purpose rather than guesses. Returns the structured brief and a ready-to-read text version.

Real go-to-market intel distilled from this account's vertical: per-source win rates, price anchors by tier, winning hooks, and losing patterns, all counted from closed deals (never guessed or competitor data). Pass an asset_type to also get the current winning assets of that kind. Returns available:false when not enough deals have closed yet.

Book an appointment on the account's calendar. Requires a slot returned by get_availability. The customer must have agreed to be contacted; pass consent only when they actually have.

Create a new lead on the account. Pass an address when you have one and the lead appears on the door-mode map, so a business your assistant found on a map becomes a stop a rep can walk to.

Update a saved lead: its contact details, its pipeline stage, its notes, or its address. Only the fields you send are changed; everything else is left alone. Get the leadId from list_leads.

Search Google Maps for businesses in a place and save them to the account as leads, with their street address so they appear on the door-mode map. This one costs credits, so it works in two steps: call it first to get the price and the balance, then call it again with confirm set to true to actually run it. Available on Right Hand and Front Desk Pro. Set enrich to also read each business's website for what they do and a contact email, priced per site on top.

Create a named booking calendar. Slugs are unique per account, so re-running with an existing slug is refused rather than silently duplicating.

Set the account's default weekly availability and booking rules. `weekly` maps each weekday to its open windows.

Create a drip sequence with its ordered steps. Steps send on a delay after enrollment. Creating a sequence does NOT enroll anyone.

Replace the account's pipeline stage configuration. Read get_account_config first, because this overwrites the whole object.

Add a custom lead field definition. Appends to the existing definitions rather than replacing them.

Create a payment request the customer can pay by card, and return a pay-link URL to send them. Money goes to the account's own connected Stripe. Pass amountCents (e.g. 25000 for $250.00) and a short description; optionally a leadId to attach it to a saved lead. Requires the account's Stripe to be connected. If it is not, this returns needsConnect.

Re-verify a saved lead's email deliverability and phone line-type (mobile, landline, or VoIP), optionally enrich it, and store the result on the lead. Returns the verification detail and skip_dial (true when the number is proven invalid or VoIP, so it should not be dialed). An unchecked leg reports "unknown", never a guess.

Record a deal as won or lost so the GTM learning loop can learn from a real close. A won REQUIRES deal_id (a closed deal this account owns) and amount_cents. Optionally attach the lead, the reason it was won or lost, the price offered, and the asset/play ids that were in play, so the win is attributed back to what produced it. Nothing is counted from a timer; only this closer-confirmed outcome moves the loop.

Place an outbound AI phone call from the account's own number. The AI agent holds the conversation, books the appointment, and the call lands in list_calls when it completes. Dial a saved lead by leadId (uses the consent already on file), or an ad-hoc number with phone and name. Calls are DNC-scrubbed and consent-gated; a blocked number returns the reason instead of dialing.

Run outbound AI calls against a set of leads at once. Pass a listId (from list_lead_lists) to call every member of a saved list, or leadIds (from list_leads) to call a hand-picked set. Each call goes out from the account's own number, DNC-scrubbed, consent-gated, and only inside legal calling hours; leads that cannot be called are returned with the reason instead of being forced. Optionally cap this run with maxCalls. Returns a per-lead summary of what was placed and what was skipped. Outcomes (connected, qualified, booked) land as each call finishes; read them with list_calls, get_call_metrics, or list_leads.