Get Setup Checklist
get_setup_checklistRead where one business stands on setup: plan, phone number, texting registration, WhatsApp, call and lead alerts, connected mailbox for follow-up email, and email campaign sender. Each step has a state (done, in_progress, needs_owner, needs_action or unavailable) and one next action: either the tool that moves it forward, or the page the owner must open for steps only they can do, such as paying, typing their EIN or signing in to Facebook or Google. Read-only; changes nothing and contacts no one.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"business_id": "<business_id>"
},
"name": "get_setup_checklist"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| business_id | Yes | The business to check. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| error | No | Present when success is false | |
| success | Yes | Whether the tool completed successfully | |
| checklist | No |