Abacor

Retrieve full details for 1 to 10 contacts: profile, parent organizations, last 5 meetings (where the contact was an attendee), and open action items linked to the contact.

get_contacts

Full details for 1 to 10 specific meetings by ID. Default returns summary and action items. Add `transcript` only when verbatim quotes are needed (transcripts can be large). Add `insights` only when the user explicitly asks for structured analysis (sentiment, speaker analytics, decisions, Q&A breakdown). For overview questions across many meetings, use `list_completed_meetings` or `search_meetings` first to find IDs.

get_meeting_details

Return the current user, their workspace, and role. Call this once at the start of a session to ground 'my', 'our', and 'the workspace' references. Also returns a `timezone` field (the workspace's headquarters timezone, or UTC if unset) — but for the `timezone` parameter on date-aware tools, prefer the user's local timezone if you already know it from system context, prior conversation, or the user's profile. Don't call this tool just to discover a timezone you already know.

get_self

Retrieve full details for 1 to 10 organizations: profile, member contacts (people linked to the org), last 5 meetings (across all member contacts, deduped), and open action items linked to the org or any member.

get_organizations

List action items across meetings. Defaults: assignee = current user (matched by email), status = open. Filter by assignee email, status, due date range, meeting, or contact.

list_action_items

List past meetings ordered by date descending — fast overview only, no summary content. Filter by date range, contact, organization, or assigned-to-me. To read summaries or action items for specific meetings, follow up with `get_meeting_details`. For full-text search across notes/transcripts/summaries, use `search_meetings`.

list_completed_meetings

List upcoming calendar events ordered by start time ascending (soonest first). Each item flags whether a prep brief has been generated. To pull richer details for a specific meeting once it's recorded, use `get_meeting_details`. For past meetings, use `list_completed_meetings` or `search_meetings`.

list_future_meetings

List members of the current workspace, optionally filtered by a name or email substring. Use to resolve names like 'Sarah' to user IDs for filtering tasks or meetings.

list_workspace_members

Fuzzy search across notes, transcripts, summaries, and action items of completed meetings — returns short snippets, not full content. Filter by date range or attendee email. To read full summaries or action items for matching meetings, follow up with `get_meeting_details`. For upcoming meetings, use `list_future_meetings`.

search_meetings

Fuzzy search across contacts in the user's Abacor workspace — auto-extracted from meeting attendees and synced from accounting practice management integrations. Filter by integration source or owner.

search_contacts