Connect Claude & ChatGPT to TrustLayer

104 tools for TrustLayer

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

• attach_compliance_profile_to_request_recordChanges dataAttach a compliance profile (request record id).
• create_cancellation_logChanges dataCreate a new log for a cancellation.
• create_compliance_profileChanges dataCreate a new compliance profile. Required: name.
• create_compliance_profile_requirementChanges dataCreate a new requirement for a compliance profile. Required: requirements.
• create_contactChanges dataCreate a contact with `email` (required), contact person name, company name, title, phone, fax and address. Search first to avoid duplicates.
• create_context_objectChanges dataCreate a new context object. Required: name or plural name. Search context objects first to avoid duplicates.
• create_context_recordChanges dataCreate a new context record. Required: context object id or name. Search context records first to avoid duplicates.
• create_context_record_request_recordChanges dataCreate a new request record for a context record. Required: primary record id. Search request records first to avoid duplicates.
• create_policy_cancellationChanges dataCreate a new cancellation for a policy. Required: document id or effective date.
• create_policy_reinstatementChanges dataCreate a new reinstatement for a policy. Required: document id or effective date.
• create_primary_objectChanges dataCreate a new primary object. Required: name or plural name. Search primary objects first to avoid duplicates.
• create_primary_recordChanges dataCreate a new primary record. Required: primary object id. Search primary records first to avoid duplicates.
• create_primary_record_compliance_certificateChanges dataCreate a new compliance certificate for a primary record.
• create_primary_record_contactChanges dataCreate a new contact for a primary record. Required: id. Search contacts first to avoid duplicates.
• create_primary_record_tagChanges dataCreate a new tag for a primary record. Required: id.
• create_reinstatement_logChanges dataCreate a new log for a reinstatement.
• create_request_recordChanges dataCreate a request record (a compliance request) for a primary record by `primary_record_id`, with an optional `name` and `compliance_tracking` flag.
• create_request_record_2Changes dataCreate a new request record. Required: primary record id. Search request records first to avoid duplicates.
• create_request_record_compliance_certificateChanges dataCreate a new compliance certificate for a request record.
• create_request_record_compliance_certificate_create_primary_recoChanges dataCreate a new compliance certificate for a request record.
• create_request_record_compliance_certificate_create_request_recoChanges dataCreate a new compliance certificate for a request record.
• create_request_record_requirementChanges dataCreate a new requirement for a request record. Required: requirements.
• create_request_record_waiverChanges dataCreate a new waiver for a request record. Required: target or type.
• create_requirementChanges dataCreate a new requirement. Required: body.
• delete_compliance_profile_requirementDeletesPermanently delete a requirement by attribute code. Destructive action; may require approval.
• delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval.
• delete_context_objectDeletesPermanently delete a context object by context object id. Destructive action; may require approval.
• delete_context_recordDeletesPermanently delete a context record by context record id. Destructive action; may require approval.
• delete_context_record_attributeDeletesPermanently delete a attribute by attribute id. Destructive action; may require approval.
• delete_context_record_request_recordDeletesPermanently delete a request record by record id. Destructive action; may require approval.
• delete_policy_cancellationDeletesPermanently delete a cancellation by cancellation id. Destructive action; may require approval.
• delete_policy_reinstatementDeletesPermanently delete a reinstatement by reinstatement id. Destructive action; may require approval.
• delete_primary_objectDeletesPermanently delete a primary object by primary object id. Destructive action; may require approval.
• delete_primary_recordDeletesPermanently delete a primary record by primary record id. Destructive action; may require approval.
• delete_primary_record_attributeDeletesPermanently delete a attribute by attribute id. Destructive action; may require approval.
• delete_primary_record_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval.
• delete_primary_record_request_recordDeletesPermanently delete a request record by record id. Destructive action; may require approval.
• delete_primary_record_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval.
• delete_request_recordDeletesPermanently delete a request record by request record id. Destructive action; may require approval.
• delete_request_record_attributeDeletesPermanently delete a attribute by attribute id. Destructive action; may require approval.
• delete_request_record_waiversMoves moneyPermanently delete a waiver by request record id. Financial or irreversible action; may require approval.
• delete_requirement_messagesMoves moneyPermanently delete a message by attribute code. Financial or irreversible action; may require approval.
• detach_compliance_profile_to_request_recordMoves moneyDetach a compliance profile (request record id). Financial or irreversible action; may require approval.
• get_compliance_certificateGet the compliance certificate of a request record by `request_record_id`.
• get_compliance_profile_requirementGet one requirement for a compliance profile by attribute code.
• get_contactGet one contact by `contact_id`.
• get_context_objectGet one context object by context object id.
• get_context_recordGet one context record (e.g. a project) by `context_record_id`.
• get_context_record_attributeGet one attribute for a context record by attribute id.
• get_context_record_request_recordGet one request record for a context record by record id.
• get_document_typeGet one document type by document type id.
• get_policyGet an insurance policy by its `policy_number`.
• get_primary_objectGet one primary object by primary object id.
• get_primary_recordGet one primary record (e.g. a vendor) by `primary_record_id`, with address, status and compliance details.
• get_primary_record_attributeGet one attribute for a primary record by attribute id.
• get_primary_record_contactGet one contact for a primary record by contact id.
• get_primary_record_request_recordGet one request record for a primary record by record id.
• get_primary_record_tagGet one tag for a primary record by tag id.
• get_request_recordGet one request record by `request_record_id`, with its compliance status and requirements.
• get_request_record_attributeGet one attribute for a request record by attribute id.
• get_requirementGet one requirement by requirement id.
• get_userGet one user by user id.
• get_viewGet one view by view id.
• get_workspaceGet the connected TrustLayer workspace's details. Use to confirm which workspace you are working in.
• list_compliance_profile_requirementsList requirements for a compliance profile. Results are paginated.
• list_context_objectsList the context object types in the workspace (for example Projects or Locations) with their IDs.
• list_context_record_attributesList attributes for a context record. Results are paginated.
• list_context_record_requestsList the request records under one context record (e.g. a project) by `context_record_id`, filtered by `compliance_status` or primary record.
• list_document_amendmentsList amendments for a document. Results are paginated.
• list_policy_amendmentsList amendments for a policy. Optional filters: id, created at, updated at, primary record id, type or effective date. Results are paginated.
• list_policy_documentsList the documents attached to an insurance policy by `policy_number`, filtered by primary record or dates.
• list_primary_objectsList the primary object types in the workspace (for example Vendors or Tenants) with their IDs.
• list_primary_record_attributesList attributes for a primary record. Results are paginated.
• list_primary_record_contactsList the contacts assigned to a primary record by `primary_record_id`.
• list_primary_record_requestsList the request records (compliance requests) of one primary record by `primary_record_id`, filtered by `compliance_status`, status or context record.
• list_primary_record_tagsList the tags on a primary record by `primary_record_id`.
• list_request_record_attributesList the attributes (tracked coverage and field values) of a request record by `request_record_id`.
• list_request_record_compliance_certificatesList compliance certificates for a request record.
• list_request_record_compliance_certificates_get_primary_record_rList compliance certificates for a request record.
• list_requirementsList the insurance requirements defined in the workspace, filtered by `attribute_code` or `attribute_label`.
• search_contactsSearch contacts by `email`, `contact_person_name`, `company_name` or dates. Use to find a contact's ID.
• search_context_recordsSearch context records (e.g. projects or locations) by `name`, `status`, `context_object_id`, start/end dates or external codes.
• search_document_typesSearch document types by sort, id, created at, updated at, name or plural name. Use this to find existing document types before creating a new document type. Results are paginated.
• search_primary_recordsSearch primary records (the parties you track, e.g. vendors) by `name`, `status`, `primary_object_id`, `external_codes` or dates; `limit`/`offset` paginate. Use to find a record's ID.
• search_request_recordsSearch request records across the workspace by `name`, `compliance_status`, `status`, `primary_record_id`, `context_record_id` or dates.
• search_usersSearch workspace users by `email`, `profile_name` or `role`.
• search_viewsSearch views by sort, id, created at, updated at, name or type. Use this to find existing views before creating a new view. Results are paginated.
• update_compliance_profileChanges dataUpdate an existing compliance profile identified by compliance profile id. Only the fields you pass are changed.
• update_compliance_profile_requirementChanges dataUpdate an existing requirement identified by attribute code. Only the fields you pass are changed.
• update_contactChanges dataUpdate a contact by `contact_id`: email, name, company, title, phone, fax or address.
• update_context_objectChanges dataUpdate an existing context object identified by context object id. Only the fields you pass are changed.
• update_context_recordChanges dataUpdate an existing context record identified by context record id. Only the fields you pass are changed.
• update_context_record_attributeChanges dataUpdate an existing attribute identified by attribute id.
• update_context_record_request_recordChanges dataUpdate an existing request record identified by record id. Only the fields you pass are changed.
• update_primary_objectChanges dataUpdate an existing primary object identified by primary object id. Only the fields you pass are changed.
• update_primary_recordChanges dataUpdate a primary record by `primary_record_id`: name, status (active/archived), address, website, external codes, portal message or notes.
• update_primary_record_attributeChanges dataUpdate an existing attribute identified by attribute id.
• update_primary_record_contactChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed.
• update_primary_record_request_recordChanges dataUpdate an existing request record identified by record id. Only the fields you pass are changed.
• update_primary_record_tagChanges dataUpdate an existing tag identified by tag id. Only the fields you pass are changed.
• update_request_recordChanges dataUpdate a request record by `request_record_id`: `name`, `status` (active/archived) or `compliance_tracking`.
• update_request_record_attributeChanges dataUpdate an existing attribute identified by attribute id.
• update_requirementChanges dataUpdate an existing requirement identified by requirement id. Only the fields you pass are changed.
• update_requirement_messagesVisible to othersUpdate an existing message identified by attribute code. Has effects visible outside this system.

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