Sunate documentation
This reference covers capabilities shared by Copilot and MCP clients, including ChatGPT, Codex, and Claude. Search an entity or tool to see what you can ask Sunate to do.
list_contactsRead onlyNo confirmation for this operationFind contacts by name, contact details, location, or other filters.
Try saying
“Find contacts named Sarah Wilson.”
Lists contacts with structured filters, pagination, and an exact total when requested. Bounded filters can return partial warnings.
Capability reference: contacts.list
get_contactRead onlyNo confirmation for this operationView the full details of one contact.
Try saying
“Show Sarah Wilson’s contact details.”
Returns the authorized details of one contact by reference.
Capability reference: contacts.get
create_contactChanges CRM dataNo confirmation for this operationCreate a new contact or enrich an existing matching contact.
Try saying
“Create a contact for Sarah Wilson with email sarah@example.com.”
Creates or enriches a tenant contact from normalized identity fields. Address geocoding can return a partial warning while preserving the contact.
Capability reference: contacts.create
update_contactChanges CRM dataConfirmation may be requestedUpdate selected contact details while keeping CRM mirrors in sync.
Try saying
“Update Sarah Wilson’s phone number to +1 617 555 0142.”
Overwrites selected contact fields and synchronizes primary email and phone mirrors. Address geocoding can return a partial warning.
Capability reference: contacts.update
list_dealsRead onlyNo confirmation for this operationFind open and closed deals using filters, stages, owners, and pagination.
Try saying
“Show me the deals that need attention this week.”
Lists authorized deals with structured filters and pagination. A stage name can return needs_input candidates, and bounded searches can return partial warnings.
Capability reference: deals.list
get_dealRead onlyNo confirmation for this operationView the details of one deal, including its contact, stage, value, and assignments.
Try saying
“Show me the details for the deal Re-roof — Sarah Wilson.”
Returns one authorized deal by its internal reference. Use list_deals first when only a name is known.
Capability reference: deals.get
add_deal_noteChanges CRM dataNo confirmation for this operationRecord an internal note on a deal for your team.
Try saying
“Add a note to Re-roof — Sarah Wilson: customer requested a Monday callback.”
Adds an internal note to an authorized deal.
Capability reference: deals.notes.create
add_deal_collaboratorChanges CRM dataConfirmation may be requestedAdd a teammate as a collaborator or watcher on a deal.
Try saying
“Add Ana as a watcher on Re-roof — Sarah Wilson.”
Adds an active workspace member as collaborator or watcher on an authorized deal. An existing assignment can be replaced with the requested role.
Capability reference: deals.collaborators.add
get_deal_timelineRead onlyNo confirmation for this operationReview the timeline and connected work around a deal.
Try saying
“Summarize the history of Re-roof — Sarah Wilson.”
Returns structured CRM context for an authorized deal, including notes, activity, tasks, documents, and upcoming appointments. Bounded sections can return partial warnings.
Capability reference: deals.timeline.get
create_dealChanges CRM dataExternal actionNo confirmation for this operationStart a deal with a contact, stage, value, and owners.
Try saying
“Create an open deal for Sarah Wilson for a roof replacement at 500 Peebles St.”
Creates a deal with an authorized contact, stage, and explicit owners. An inline contact must include a complete street, city, state, and ZIP address; an existing contact_ref must already have a complete address. It can also create the linked CompanyCam project and may return partial warnings.
Capability reference: deals.create
update_dealChanges CRM dataExternal actionConfirmation may be requestedChange selected deal details, tags, stage, board, or ownership.
Try saying
“Add the priority tag to Re-roof — Sarah Wilson.”
Overwrites selected authorized deal, contact, board, tag, or owner fields. Moving a deal to a won or lost stage requires a server-issued confirmation_ref and confirmation_digest from a prior call; confirmed=true alone is never sufficient. A board move can trigger workspace automations, including external actions. Ambiguous input must be resolved before this call; geocoding or automation can return partial warnings.
Capability reference: deals.update
archive_dealChanges CRM dataConfirmation requiredHide a deal that is no longer active or is a duplicate.
Try saying
“Archive the duplicate deal Re-roof — Sarah Wilson.”
Soft-archives an authorized deal. The first call returns a server-issued confirmation_ref and confirmation_digest; execute only with that proof, confirmed=true, and the unchanged target. A bare confirmed=true is rejected.
Capability reference: deals.archive
list_leadsRead onlyNo confirmation for this operationFind leads by stage, owner, location, source, or other filters.
Try saying
“Show my open leads.”
Lists authorized leads with structured filters and pagination. A stage name can return needs_input candidates, and bounded searches can return partial warnings.
Capability reference: leads.list
get_leadRead onlyNo confirmation for this operationView the details of one authorized lead.
Try saying
“Show details for the lead Sarah Wilson.”
Returns the authorized details of one lead by reference.
Capability reference: leads.get
create_leadChanges CRM dataExternal actionNo confirmation for this operationCapture a new prospect with a contact and service request.
Try saying
“Create a lead for Sarah Wilson requesting a roof replacement.”
Creates one lead in an authorized leads pipeline and open stage, with a structured contact. Creation can trigger workspace automations, including external actions.
Capability reference: leads.create
update_leadChanges CRM dataConfirmation may be requestedCorrect or update an existing lead’s contact and service details.
Try saying
“Update Sarah Wilson’s lead with a roof replacement request.”
Overwrites authorized lead details, contact email, wants, or exact disposition reference. Resolve names to internal references first.
Capability reference: leads.update
move_lead_stageChanges CRM dataExternal actionConfirmation may be requestedMove a lead through its pipeline as work progresses.
Try saying
“Move Sarah Wilson’s lead to Inspection Scheduled.”
Moves an authorized lead to an open or lost stage in its current lead pipeline. The transition can trigger workspace automations, including external actions. This is destructive; winning requires conversion.
Capability reference: leads.move_stage
convert_lead_to_dealChanges CRM dataExternal actionConfirmation may be requestedTurn a qualified lead into an active deal with the right stage.
Try saying
“Convert Sarah Wilson’s lead into a deal.”
Converts an authorized lead into an open deal at an exact deal stage. It can create a linked CompanyCam project and may return partial warnings.
Capability reference: leads.convert_to_deal
archive_leadChanges CRM dataConfirmation requiredHide a lead that is a duplicate, invalid, or no longer relevant.
Try saying
“Archive the duplicate lead for Sarah Wilson.”
Archives an authorized lead. The first call returns a server-issued confirmation_ref and confirmation_digest; execute only with that proof, confirmed=true, and the unchanged target. A bare confirmed=true is rejected.
Capability reference: leads.archive
list_tasksRead onlyNo confirmation for this operationFind tasks by due date, status, assignee, deal, or contact.
Try saying
“Show my open tasks due this week.”
Lists authorized tasks with structured filters, pagination, and an exact total when requested.
Capability reference: tasks.list
get_taskRead onlyNo confirmation for this operationView the details and current status of one task.
Try saying
“Show details for the follow-up task with Sarah Wilson.”
Returns the authorized details of one task by reference.
Capability reference: tasks.get
complete_taskChanges CRM dataConfirmation may be requestedMark an authorized task complete and keep recurring work consistent.
Try saying
“Mark the follow-up task for Sarah Wilson complete.”
Transitions one authorized task to completed. Repeating the call is safe and recurring-task materialization can return partial warnings.
Capability reference: tasks.complete
create_taskChanges CRM dataNo confirmation for this operationCreate an internal follow-up task linked to the right work.
Try saying
“Create a follow-up task for Re-roof — Sarah Wilson due Friday.”
Creates one internal task in an authorized task pipeline and open stage.
Capability reference: tasks.create
update_taskChanges CRM dataConfirmation may be requestedReschedule, reassign, or change the details of an existing task.
Try saying
“Move the follow-up task for Sarah Wilson to next Monday.”
Overwrites authorized task details, board placement, responsibles, relation, or completion state. Recurrence materialization can return partial warnings.
Capability reference: tasks.update
list_pipelinesRead onlyNo confirmation for this operationSee the pipelines and stages available for deals, leads, or tasks.
Try saying
“What pipelines and stages are available?”
Lists authorized deal, lead, or task pipelines with their stage references. Very large directories can return partial warnings.
Capability reference: pipelines.list
list_team_membersRead onlyNo confirmation for this operationFind active teammates when assigning work or adding collaborators.
Try saying
“Who is on my Sunate team?”
Lists active workspace members for structured assignee selection. Very large directories can return partial warnings.
Capability reference: team_members.list
upsert_quote_draftChanges CRM dataExternal actionConfirmation may be requestedCreate or revise the single private quote draft for a deal.
Try saying
“Prepare a private quote draft for Re-roof — Sarah Wilson.”
Creates or overwrites the single private draft on an authorized deal. Line items are markup-eligible; separate labor is not. It never publishes a customer link, but moving the deal to a quoted stage can trigger workspace automations. PDF or deal-stage degradation can return partial warnings.
Capability reference: quotes.draft.save
get_quoteRead onlyNo confirmation for this operationView the saved quote draft, totals, and status for a deal.
Try saying
“Show the current quote draft for Re-roof — Sarah Wilson.”
Returns the persisted details and status of a quote on a visible deal. Customer access links are omitted from plugin results.
Capability reference: quotes.get
publish_quoteChanges CRM dataExternal actionConfirmation requiredMake a private quote available to the customer after review.
Try saying
“Publish the private quote draft for Re-roof — Sarah Wilson.”
Publishes a private quote after explicit confirmation. It does not send email, and customer access links are omitted from plugin results.
Capability reference: quotes.publish
prepare_roof_report_requestRead onlyNo confirmation for this operationCheck the address, existing reports, and quota before requesting roof measurements.
Try saying
“Check whether I can request a roof report for Re-roof — Sarah Wilson.”
Read-only preflight for an exact lead or deal: checks address, active report, and included quota, then returns a 15-minute confirmation snapshot. If no included request remains, it returns needs_input without executing.
Capability reference: roof_reports.prepare_request
request_roof_reportChanges CRM dataExternal actionConfirmation requiredSubmit a roof measurement request after the address and quota have been confirmed.
Try saying
“Request a roof report for Re-roof — Sarah Wilson.”
Consumes included quota and submits external roof-measurement work using an unexpired preparation digest and confirmed=true. If no included request remains, it fails without executing; notification or imagery degradation can return partial warnings.
Capability reference: roof_reports.request
list_roof_reportsRead onlyNo confirmation for this operationSee the roof reports available to you and their current status.
Try saying
“Show the roof reports I can access.”
Lists authorized roof reports without exposing storage paths or public tokens. Bounded assignment visibility can return partial warnings.
Capability reference: roof_reports.list
get_roof_reportRead onlyNo confirmation for this operationCheck the status, address, and measurements for one roof report.
Try saying
“What is the status of the roof report for Sarah Wilson?”
Returns authorized roof-report status and measurements, with the customer link only after release.
Capability reference: roof_reports.get
prepare_lead_generationRead onlyNo confirmation for this operationValidate a location, filters, and available quota before a lead search.
Try saying
“Check whether I can generate leads near Cambridge, MA.”
Read-only preflight that normalizes an exact location and filters, checks quota, and returns a 15-minute confirmation snapshot. It can return needs_input.
Capability reference: lead_generation.prepare
request_lead_generationChanges CRM dataExternal actionConfirmation requiredQueue an AI-assisted lead search after its location, filters, and quota are confirmed.
Try saying
“Generate 20 roofing leads near Cambridge, MA.”
Consumes quota and queues an external lead search using an unexpired preparation digest and confirmed=true. Returns a run reference for polling.
Capability reference: lead_generation.request
get_lead_generationRead onlyNo confirmation for this operationTrack a lead-generation run and review its normalized results.
Try saying
“Show the status of my latest lead-generation run.”
Returns sanitized progress, created lead references, and normalized results for one authorized run; raw provider data is never returned.
Capability reference: lead_generation.get
Safety and outcomes
Ambiguous references: Sunate asks a question and performs no mutation until the target is clear.
Sensitive actions: Archiving, publishing, external requests, and other high-impact work require confirmation.
Partial results: The main operation completed, but Sunate is showing an explicit warning that should be reviewed.
Access: Workspace role, record assignment, plan entitlements, and quota continue to apply in every channel.