list_templates
Retrieve available document checklist templates, including built-in starter packages for tax returns, KYC, and mortgage underwriting, to reuse for client intake requests.
Instructions
List available checklist templates (including starter packages for tax returns, KYC, and mortgage underwriting).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| includeStarters | No | Whether to include built-in starter templates (default: true) |