# Sunate capabilities

> This catalog covers capabilities shared by Sunate Copilot and MCP clients. Access is still limited by workspace permissions, assignments, plan entitlements, and quota.

Use the [human-readable catalog](https://crm.sunate.app/docs) for an overview or connect to the [Sunate MCP server](https://crm.sunate.app/mcp) for authorized execution.

## Contacts {#contacts}

### list_contacts {#list_contacts}

**List Sunate contacts** — Find contacts by name, contact details, location, or other filters.

- Example: “Find contacts named Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `list_contacts`

### get_contact {#get_contact}

**Get a Sunate contact** — View the full details of one contact.

- Example: “Show Sarah Wilson’s contact details.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `get_contact`

### create_contact {#create_contact}

**Create a Sunate contact** — Create a new contact or enrich an existing matching contact.

- Example: “Create a contact for Sarah Wilson with email sarah@example.com.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; no confirmation for this operation.
- MCP tool: `create_contact`

### update_contact {#update_contact}

**Update a Sunate contact** — Update selected contact details while keeping CRM mirrors in sync.

- Example: “Update Sarah Wilson’s phone number to +1 617 555 0142.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; confirmation may be requested.
- MCP tool: `update_contact`

## Deals {#deals}

### list_deals {#list_deals}

**List visible Sunate deals** — Find open and closed deals using filters, stages, owners, and pagination.

- Example: “Show me the deals that need attention this week.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `list_deals`

### get_deal {#get_deal}

**Get a visible Sunate deal** — View the details of one deal, including its contact, stage, value, and assignments.

- Example: “Show me the details for the deal Re-roof — Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `get_deal`

### add_deal_note {#add_deal_note}

**Add a note to a Sunate deal** — Record an internal note on a deal for your team.

- Example: “Add a note to Re-roof — Sarah Wilson: customer requested a Monday callback.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; no confirmation for this operation.
- MCP tool: `add_deal_note`

### add_deal_collaborator {#add_deal_collaborator}

**Add a deal collaborator** — Add a teammate as a collaborator or watcher on a deal.

- Example: “Add Ana as a watcher on Re-roof — Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; confirmation may be requested.
- MCP tool: `add_deal_collaborator`

### get_deal_timeline {#get_deal_timeline}

**Get a Sunate deal timeline** — Review the timeline and connected work around a deal.

- Example: “Summarize the history of Re-roof — Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `get_deal_timeline`

### create_deal {#create_deal}

**Create a Sunate deal** — Start a deal with a contact, stage, value, and owners.

- Example: “Create an open deal for Sarah Wilson for a roof replacement at 500 Peebles St.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; External action; no confirmation for this operation.
- MCP tool: `create_deal`

### update_deal {#update_deal}

**Update a Sunate deal** — Change selected deal details, tags, stage, board, or ownership.

- Example: “Add the priority tag to Re-roof — Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; External action; confirmation may be requested.
- MCP tool: `update_deal`

### archive_deal {#archive_deal}

**Archive a Sunate deal** — Hide a deal that is no longer active or is a duplicate.

- Example: “Archive the duplicate deal Re-roof — Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; confirmation required.
- MCP tool: `archive_deal`

## Leads {#leads}

### list_leads {#list_leads}

**List visible Sunate leads** — Find leads by stage, owner, location, source, or other filters.

- Example: “Show my open leads.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `list_leads`

### get_lead {#get_lead}

**Get a visible Sunate lead** — View the details of one authorized lead.

- Example: “Show details for the lead Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `get_lead`

### create_lead {#create_lead}

**Create a Sunate lead** — Capture a new prospect with a contact and service request.

- Example: “Create a lead for Sarah Wilson requesting a roof replacement.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; External action; no confirmation for this operation.
- MCP tool: `create_lead`

### update_lead {#update_lead}

**Update a visible Sunate lead** — Correct or update an existing lead’s contact and service details.

- Example: “Update Sarah Wilson’s lead with a roof replacement request.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; confirmation may be requested.
- MCP tool: `update_lead`

### move_lead_stage {#move_lead_stage}

**Move a visible Sunate lead stage** — Move a lead through its pipeline as work progresses.

- Example: “Move Sarah Wilson’s lead to Inspection Scheduled.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; External action; confirmation may be requested.
- MCP tool: `move_lead_stage`

### convert_lead_to_deal {#convert_lead_to_deal}

**Convert a Sunate lead to a deal** — Turn a qualified lead into an active deal with the right stage.

- Example: “Convert Sarah Wilson’s lead into a deal.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; External action; confirmation may be requested.
- MCP tool: `convert_lead_to_deal`

### archive_lead {#archive_lead}

**Archive a Sunate lead** — Hide a lead that is a duplicate, invalid, or no longer relevant.

- Example: “Archive the duplicate lead for Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; confirmation required.
- MCP tool: `archive_lead`

## Tasks {#tasks}

### list_tasks {#list_tasks}

**List visible Sunate tasks** — Find tasks by due date, status, assignee, deal, or contact.

- Example: “Show my open tasks due this week.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `list_tasks`

### get_task {#get_task}

**Get a visible Sunate task** — View the details and current status of one task.

- Example: “Show details for the follow-up task with Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `get_task`

### complete_task {#complete_task}

**Complete a visible Sunate task** — Mark an authorized task complete and keep recurring work consistent.

- Example: “Mark the follow-up task for Sarah Wilson complete.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; confirmation may be requested.
- MCP tool: `complete_task`

### create_task {#create_task}

**Create a Sunate task** — Create an internal follow-up task linked to the right work.

- Example: “Create a follow-up task for Re-roof — Sarah Wilson due Friday.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; no confirmation for this operation.
- MCP tool: `create_task`

### update_task {#update_task}

**Update a visible Sunate task** — Reschedule, reassign, or change the details of an existing task.

- Example: “Move the follow-up task for Sarah Wilson to next Monday.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; confirmation may be requested.
- MCP tool: `update_task`

## Pipelines {#pipelines}

### list_pipelines {#list_pipelines}

**List Sunate pipelines and stages** — See the pipelines and stages available for deals, leads, or tasks.

- Example: “What pipelines and stages are available?”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `list_pipelines`

## Team {#team}

### list_team_members {#list_team_members}

**List Sunate team members** — Find active teammates when assigning work or adding collaborators.

- Example: “Who is on my Sunate team?”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `list_team_members`

## Quotes {#quotes}

### upsert_quote_draft {#upsert_quote_draft}

**Create or update a quote draft** — Create or revise the single private quote draft for a deal.

- Example: “Prepare a private quote draft for Re-roof — Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; External action; confirmation may be requested.
- MCP tool: `upsert_quote_draft`

### get_quote {#get_quote}

**Get an authorized quote** — View the saved quote draft, totals, and status for a deal.

- Example: “Show the current quote draft for Re-roof — Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `get_quote`

### publish_quote {#publish_quote}

**Publish a quote** — Make a private quote available to the customer after review.

- Example: “Publish the private quote draft for Re-roof — Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; External action; confirmation required.
- MCP tool: `publish_quote`

## Roof Reports {#roof-reports}

### prepare_roof_report_request {#prepare_roof_report_request}

**Prepare a roof report request** — Check the address, existing reports, and quota before requesting roof measurements.

- Example: “Check whether I can request a roof report for Re-roof — Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `prepare_roof_report_request`

### request_roof_report {#request_roof_report}

**Request a roof report** — Submit a roof measurement request after the address and quota have been confirmed.

- Example: “Request a roof report for Re-roof — Sarah Wilson.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; External action; confirmation required.
- MCP tool: `request_roof_report`

### list_roof_reports {#list_roof_reports}

**List visible roof reports** — See the roof reports available to you and their current status.

- Example: “Show the roof reports I can access.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `list_roof_reports`

### get_roof_report {#get_roof_report}

**Get a roof report** — Check the status, address, and measurements for one roof report.

- Example: “What is the status of the roof report for Sarah Wilson?”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `get_roof_report`

## Lead Generation {#lead-generation}

### prepare_lead_generation {#prepare_lead_generation}

**Prepare AI lead generation** — Validate a location, filters, and available quota before a lead search.

- Example: “Check whether I can generate leads near Cambridge, MA.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `prepare_lead_generation`

### request_lead_generation {#request_lead_generation}

**Request AI lead generation** — Queue an AI-assisted lead search after its location, filters, and quota are confirmed.

- Example: “Generate 20 roofing leads near Cambridge, MA.”
- Channels: Copilot and MCP
- Safety: Changes CRM data; External action; confirmation required.
- MCP tool: `request_lead_generation`

### get_lead_generation {#get_lead_generation}

**Get AI lead generation status** — Track a lead-generation run and review its normalized results.

- Example: “Show the status of my latest lead-generation run.”
- Channels: Copilot and MCP
- Safety: Read only; no confirmation for this operation.
- MCP tool: `get_lead_generation`

## Safety and outcomes

- Ambiguous references return a question and do not execute a mutation.
- Sensitive operations return a confirmation request before they run.
- `partial` means the main operation completed with an explicit warning.
- Safe failures do not substitute another record, tenant, operation, or value.