Propose updates
propose_updatesRead matched records, schema and history; assemble ONE complete plan of records, people, links, activity and requested tasks, then call review_proposed_updates without preliminary confirmation. Use create keys and {$ref:key} links; never save parents for ids or call write tools directly. Ask once in app OR chat; corrections replace the pending plan via replaces_receipt. After saving, propose only new changes to returned records. Reuse matched_entities ids/state/history without re-fetching get_context/search_*; ignore junk and never invent ids. Resolve entity_resolution ambiguities before review. For stored work pass source_touch_id; pinned:true links outrank heuristic matches. Pass source candidate_names for lowercase/uncased names.
When to use: After any meaningful conversation, email, or note about a relationship. Pass the text in text.
Example: Extract CRM changes from these call notes.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| text | No | Any source text: a transcript, an email, meeting notes, or a freeform request. | |
| transcript | No | Deprecated alias for `text`, kept for the old transcript-only signature; used only when `text` is omitted — prefer `text`. | |
| source_type | No | What the source text is (transcript, email, note, request, other); defaults to transcript and is echoed back as source_type. | |
| candidate_names | No | Entity names copied from the source, especially lowercase or uncased-script names. These are match candidates, not authoritative identities; names absent from the source are ignored. | |
| source_touch_id | No | Stored touch id for a recorded meeting or logged call; pins its linked records into the match. Use source_touch.participants for captured names/emails. Text is optional if this touch has a stored transcript, returned in full as source_touch.transcript. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| guidance | No | ||
| workspace | No | ||
| source_type | No | ||
| source_touch | No | ||
| source_length | No | ||
| recent_history | No | ||
| source_excerpt | No | ||
| matched_entities | No | ||
| entity_resolution | No | ||
| matched_account_states | No | ||
| extracted_candidate_names | No |