Connect Claude & ChatGPT to Investment Dominator

117 tools for Investment Dominator

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_property_tagChanges dataAdd a tag (`tag_id`) to a property (`p_id`).
• create_bulk_deleteVisible to othersCreate a new bulk delete. Has effects visible outside this system.
• create_bulk_delete_public_tasks_bulk_delete_createVisible to othersCreate a new bulk delete. Has effects visible outside this system.
• create_bulk_update_assigned_toVisible to othersCreate a new bulk update assigned to. Required: ids. Has effects visible outside this system.
• create_bulk_update_dealflow_preflightVisible to othersCreate a new bulk update dealflow preflight. Required: ids. Has effects visible outside this system.
• create_callChanges dataCreate a new call. Required: ph id. Search calls first to avoid duplicates.
• create_call_flowChanges dataCreate a new call flow. Required: phcf title. Search call flows first to avoid duplicates.
• create_call_flow_stepChanges dataCreate a new call flow step. Required: phcf id or phcfs title. Search call flow steps first to avoid duplicates.
• create_comparableChanges dataCreate a new comparable. Required: p id, comp type, comp status, comp title, comp source or comp date. Search comparables first to avoid duplicates.
• create_contactChanges dataCreate a contact with `c_status` plus name, email, phone, company, address, lead source and tags. Search first to avoid duplicates.
• create_contact_2Changes dataCreate a new contact. Required: c id, n status, n description or n uid. Search contacts first to avoid duplicates.
• create_contact_public_contact_types_createChanges dataCreate a new contact. Search contacts first to avoid duplicates.
• create_dealChanges dataCreate a new deal. Required: property ids.
• create_deal_propertyChanges dataCreate a new deal. Required: p id or df id.
• create_extensionChanges dataCreate a new extension. Required: ph id, phex title or phex extension. Search extensions first to avoid duplicates.
• create_messageChanges dataCreate a new message. Required: p id, n status, n description or n uid. Search messages first to avoid duplicates.
• create_ownerChanges dataCreate a property owner with mailing address (`m_address`, `m_city`, `m_state`, `m_zip`), `o_type` (individual or company) and names, email and phone.
• create_pageChanges dataCreate a new page.
• create_phoneChanges dataCreate a new phone. Required: ph name. Search phones first to avoid duplicates.
• create_properties_stageChanges dataCreate a new properties stage. Required: sg name. Search properties stages first to avoid duplicates.
• create_properties_statusChanges dataCreate a new properties status. Required: s name or sg id. Search properties statuses first to avoid duplicates.
• create_propertyChanges dataCreate a property; pass its address, details, status and optional owner in `body`. Search first to avoid duplicates.
• create_property_public_properties_bulk_reorder_createVisible to othersCreate a new property. Required: property orders. Search properties first to avoid duplicates. Has effects visible outside this system.
• create_public_keyChanges dataCreate a new public key. Required: pk title. Search public keys first to avoid duplicates.
• create_routing_ruleChanges dataCreate a new routing rule. Search routing rules first to avoid duplicates.
• create_scenarioChanges dataCreate a new scenario. Required: phrr id. Search scenarios first to avoid duplicates.
• create_tagChanges dataCreate a new tag. Required: u id, tag status, tag title, tag created or tag updated. Search tags first to avoid duplicates.
• create_taskChanges dataCreate a task with title, description, start and end time, status, priority and user (`u_id`), optionally linked to a property, contact or owner. Look at an existing task for valid status and priority values.
• create_training_resourceChanges dataCreate a new training resource. Required: phrr id or phtr title. Search training resources first to avoid duplicates.
• create_transcriptChanges dataCreate a new transcript. Required: phc id. Search transcripts first to avoid duplicates.
• delete_call_flowDeletesPermanently delete a call flow by phcf id. Destructive action; may require approval.
• delete_call_flow_stepDeletesPermanently delete a call flow step by phcfs id. Destructive action; may require approval.
• delete_contactDeletesPermanently delete a contact by c id. Destructive action; may require approval.
• delete_extensionDeletesPermanently delete a extension by phex id. Destructive action; may require approval.
• delete_phoneDeletesPermanently delete a phone by ph id. Destructive action; may require approval.
• delete_public_keyDeletesPermanently delete a public key by pk id. Destructive action; may require approval.
• delete_routing_ruleDeletesPermanently delete a routing rule by phrr id. Destructive action; may require approval.
• delete_scenarioDeletesPermanently delete a scenario by phs id. Destructive action; may require approval.
• delete_training_resourceDeletesPermanently delete a training resource by phtr id. Destructive action; may require approval.
• export_properties_csvChanges dataExport properties.
• export_properties_csv_asyncChanges dataExport properties.
• export_properties_csv_statusExport properties.
• get_callGet one call by `phc_id`, with summary, duration, status and recording link.
• get_call_flowGet one call flow by phcf id.
• get_call_flow_stepGet one call flow step by phcfs id.
• get_comparableGet one comparable by comp id.
• get_contactGet one contact by `c_id`.
• get_contact_2Get one contact by n id.
• get_contact_public_contact_types_retrieveGet one contact by ct id.
• get_extensionGet one extension by phex id.
• get_messageGet one message by n id.
• get_ownerGet one property owner by `or_id`.
• get_owners_historyGet one owners history by oh id.
• get_phoneGet one phone by ph id.
• get_properties_stageGet one properties stage by sg id.
• get_properties_statusGet one properties status by s id.
• get_propertyGet one property by `p_id`, with address, owner, status, price and details.
• get_public_keyGet one public key by pk id.
• get_routing_ruleGet one routing rule by phrr id.
• get_scenarioGet one scenario by phs id.
• get_tagGet one tag by tag id.
• get_taskGet one task by `t_id`.
• get_training_resourceGet one training resource by phtr id.
• get_transcriptGet one transcript by phts id.
• list_check_bulk_update_task_statusesList check bulk update task statuses. Optional filters: task id.
• list_contact_notesList notes on contacts, filtered by contact (`c_id`), text or date.
• list_contactsList contacts.
• list_contacts_public_contacts_latest_updated_retrieveList contacts.
• list_contacts_public_properties_latest_created_retrieveList contacts. Optional filters: ids. Results are paginated.
• list_contacts_public_tasks_latest_created_retrieveList contacts.
• list_contacts_public_tasks_latest_updated_retrieveList contacts.
• list_due_remindersList task reminders due within the next `window` minutes, optionally including overdue ones.
• list_projectsList projects. Results are paginated.
• list_property_notesList notes on properties, filtered by property (`p_id`), text or date.
• list_property_stagesList the property pipeline stages.
• list_property_statusesList the property statuses you can set on properties.
• list_recently_updated_propertiesList the most recently updated properties (`limit`).
• list_tagsList tags, optionally filtered by title or status. Use to get tag_ids for tagging properties.
• remove_property_tagDeletesRemove a tag (`tag_id`) from a property (`p_id`).
• search_call_flow_stepsSearch call flow steps by ordering, phcf id, phcfs id, phcfs id in, phcfs order or phcfs title icontains. Use this to find existing call flow steps before creating a new call flow step. Results are paginated.
• search_call_flowsSearch call flows by ordering, phcf id, phcf id in, phcf title icontains or search. Use this to find existing call flows before creating a new call flow. Results are paginated.
• search_call_transcriptsSearch call transcripts, e.g. for one call (`phc_id`) or by text.
• search_callsSearch phone calls by phone number, status, extension or text, with paging.
• search_comparablesSearch comparable sales (comps), e.g. for one property (`p_id`), with price, size, distance and source.
• search_contactsSearch contacts (buyers, agents, leads) by name, email, phone, company, city, type, status or tags, with paging.
• search_contacts_public_contact_types_listSearch contacts by ct id, ct name, ordering or search. Use this to find existing contacts before creating a new contact. Results are paginated.
• search_extensionsSearch extensions by ordering, ph id, phcf id, phcf id isnull, phex extension or phex id. Use this to find existing extensions before creating a new extension. Results are paginated.
• search_filesSearch files attached to properties, by property (`p_id`), name, type or text.
• search_ownersSearch property owners by name, company, email, phone or mailing address, with paging.
• search_owners_historiesSearch owners histories by o id, o name, oh end date, oh id, oh init date or ordering. Use this to find existing owners histories before creating a new owners history. Results are paginated.
• search_phonesSearch phones by ordering, ph id, ph id in, ph name icontains, ph phone or ph phone icontains. Use this to find existing phones before creating a new phone. Results are paginated.
• search_propertiesSearch properties with a free-text `search` and filters such as city, state, zip, status, owner (`or_id`), contact (`c_id`), deal flow or tags, with paging.
• search_public_keysSearch public keys by ordering, pk last digits, pk title or search. Use this to find existing public keys before creating a new public key. Results are paginated.
• search_routing_rulesSearch routing rules by ordering, ph id, ph id isnull, phex id, phex id isnull or phrr connection. Use this to find existing routing rules before creating a new routing rule. Results are paginated.
• search_scenariosSearch scenarios by ordering, phrr id, phs default, phs id, phs id in or search. Use this to find existing scenarios before creating a new scenario. Results are paginated.
• search_tasksSearch tasks by text, status, priority, assignee, property (`p_id`), contact (`c_id`) or owner, with paging.
• search_training_resourcesSearch training resources by ordering, phrr id, phtr default, phtr id, phtr id in or phtr status. Use this to find existing training resources before creating a new training resource. Results are paginated.
• submit_loginVisible to othersRefresh a login (crm). Has effects visible outside this system.
• update_callChanges dataUpdate an existing call identified by phc id. Only the fields you pass are changed.
• update_call_flowChanges dataUpdate an existing call flow identified by phcf id. Only the fields you pass are changed.
• update_call_flow_stepChanges dataUpdate an existing call flow step identified by phcfs id. Only the fields you pass are changed.
• update_comparableChanges dataUpdate an existing comparable identified by comp id. Only the fields you pass are changed.
• update_contactChanges dataUpdate a contact by `c_id`. Only the fields you pass change.
• update_contact_2Changes dataUpdate an existing contact identified by n id. Only the fields you pass are changed.
• update_contact_public_contact_types_partial_updateChanges dataUpdate an existing contact identified by ct id. Only the fields you pass are changed.
• update_documents_videoChanges dataUpdate an existing document identified by crm.
• update_extensionChanges dataUpdate an existing extension identified by phex id. Only the fields you pass are changed.
• update_ownerChanges dataUpdate a property owner by `or_id`. Only the fields you pass change.
• update_phoneChanges dataUpdate an existing phone identified by ph id. Only the fields you pass are changed.
• update_propertiesVisible to othersUpdate an existing property identified by crm. Has effects visible outside this system.
• update_properties_stageChanges dataUpdate an existing properties stage identified by sg id. Only the fields you pass are changed.
• update_properties_statusChanges dataUpdate an existing properties status identified by s id. Only the fields you pass are changed.
• update_propertyChanges dataUpdate a property by `p_id`; pass only the fields to change in `body`.
• update_routing_ruleChanges dataUpdate an existing routing rule identified by phrr id. Only the fields you pass are changed.
• update_scenarioChanges dataUpdate an existing scenario identified by phs id. Only the fields you pass are changed.
• update_training_resourceChanges dataUpdate an existing training resource identified by phtr id. Only the fields you pass are changed.
• update_transcriptChanges dataUpdate an existing transcript identified by phts id. Only the fields you pass are changed.

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