Cleverbridge

Cancel a running agent execution. Marks the run as cancelled. The run will stop processing and no result will be available. Can only cancel runs that are in "starting" or "running" status. Already completed, failed, or cancelled runs cannot be cancelled. Returns: confirmation of cancellation with final status

cancel_talk_to_data

Read-only: Check the status of a running agent execution. Only for runs started with start_talk_to_data (tracking_id). Not for QBR jobs use qbr_get_result with job_id from qbr_start. Returns current status, elapsed time, and progress information including: - status_message: Current operation being performed - thinking: Agent's working notes as it processes Poll every 10-15 seconds. Runs can take up to 15 minutes. **Possible statuses:** - "starting": Run is initializing - "running": Agent is processing (check status_message and thinking for progress) - "completed": Run finished; use get_talk_to_data_result. The response may be a table or a clarifying question - "failed": Run encountered an error (error field contains details) - "cancelled": Run was cancelled Returns: tracking_id, status, elapsed_seconds, and progress information. This tool only reads data and does not modify anything.

check_talk_to_data

Read-only. Finds clients by fuzzy name search or by client ID. Use name to search (e.g. 'ClientA') or id to fetch a specific client. Provide exactly one of 'id' or 'name'. limit (optional, default 10, max 50) applies when searching by name. No data is modified.

get_client

Read-only. Returns the current user's account username and email address. No data is modified.

get_current_user_account

Read-only. Returns products by ID or name based on the provided filters. Optional filter: salesforce_products=true limits results to items with an Internal ID starting with '01t'. No data is modified.

get_product

Read-only: Retrieve results or terminal failure details for an agent run. Not for QBR jobs; use qbr_get_result with job_id from qbr_start. When check_talk_to_data shows status "completed", returns the agent response (text, tables, or a clarifying question). A question is a successful result: show it to the user, then continue with start_talk_to_data using thread_id, parent_message_id from message_id, and their answer. Do not guess and start a new thread. When status is "failed" or "cancelled", returns JSON with status, error, and message explaining what happened (same details as check_talk_to_data) so the client can handle it without guessing. If the run is still "starting" or "running", this returns an error — poll check_talk_to_data first. Use thread_id and message_id from successful runs in subsequent start_talk_to_data calls. This tool only reads data and does not modify anything.

get_talk_to_data_result

Read-only. List of clients for the current user with fullname and client_id.

list_clients

Read-only. Returns a product catalog for a specific client. Includes product IDs, names, prices, and status information. No data is modified.

list_products

Start a read-only background agent run to answer a data question. Returns a tracking_id immediately so you can monitor progress. Runs can take up to 15 minutes. Not for QBR (Quarterly Business Review) reports: use qbr_start and qbr_get_result with job_id instead. **Getting client_id:** - If client_id is not provided, call list_clients to retrieve the available client IDs - Then use one of those client IDs for this tool - Note: users may refer to client_id as 'account' or 'account ID', but always use the parameter name 'client_id' **Starting a new conversation:** - Provide client_id and message only - A new thread will be created automatically **Continuing a conversation:** - Provide thread_id from a previous run's result - Provide parent_message_id from the previous assistant response A completed run may be a clarifying question instead of a table. Show that question to the user. When they answer, call this tool again with thread_id, parent_message_id, and their answer. Do not start a new run that guesses. **Workflow:** 1. Call this tool to start the run 2. Use check_talk_to_data to monitor progress (poll every 10-15 seconds) 3. When status is "completed", use get_talk_to_data_result to retrieve the response Returns: tracking_id and initial status

start_talk_to_data

Get raw data for a specific QBR section. Returns full agent result data including complete chart data and tables. Use this when you need more detail than qbr_get_result provides (which limits charts to 12 points, tables to 10 rows).