Provides access to Vitally customer success platform data, enabling users to search accounts and users, view health scores, manage conversations and tasks, and create notes through natural language interactions.
Provides read-only tools for analyzing a collections portfolio, including summaries, aging, account details, cashflow, and collector performance, with on-demand HTML reporting via natural language.
Provides read-only operational tools (sales summaries, orders, top customers) over a multi-tenant dataset, with tenant isolation enforced server-side so no tenant parameter appears in the tool schema.
Enables MCP-compatible agents to access read-only financial context from a Shelter account, including forecasts, runway, alerts, opportunities, and affordability guidance.
Enables read-only access to Addepar portfolio and ownership data for financial reporting, with transparent provenance caveats and compliance-oriented audit logging.