Cloze

Search for steps based on name, segment, or stage. This is used to find the unique ids of steps to add to other APIs. The input parameters are ANDed together when searching. For each step that matches, the result includes the step id, step name, as well as the segment and stage the step applies to

project_find_steps

Search for people and contacts using any of the fields for the record and return all matches. Returned syncKey values should not be shared with the user but should be retained internally for subsequent API calls that may reference a record. By default this only returns 10 people. If your goal is to change multiple people, you're better using person_change directly, since you can bulk change all people that match a query. If you want to know what projects this person is a client of, add `projects` to the `projection` field.

person_find

Search for projects using any of the fields for the record and return all matches. Users don't generally know the term project. Instead they will use words like property, deal, listing, transaction, opportunity or other similar terminology. Often they will use the project segment names as the way to talk about a project. If you're searching by postal address (submitted in the name field), make sure to use a numerical street number not a spelled out street number. Returned syncKey values should not be shared with the user but should be retained internally for subsequent API calls that may reference a record. By default this only returns 10 projects. If your goal is to change multiple projects, you're better using project_change directly, since you can bulk change all projects that match a query. If you need to find the clients of the project (they might be referred to as buyers, sellers, customers, etc.) add `clientpeople` to the `projection` field.

project_find

Returns the complete set of "audiences" for people. Some users might refer to these as "smart lists" (just the word "list" often refers to what we call "tag"). Internally, the API refers to these as "views". Each item returned includes the view id and name. Use this API to translate from view names to view Ids for other APIs.

person_views

Returns the most used tags and lists for people (sorted by most used to least). Note that the words tag and list are used interchangeably.

person_tags

Returns the most used tags and lists for properties (sorted by most used to least). Note that the words tag and list are used interchangeably.

project_tags

Returns the complete set of "views" for properties. Some users might refer to these as "smart lists" (just the word "list" often refers to what we call "tag"). Internally, the API refers to these as "views". Each item returned includes the view id and name. Use this API to translate from view names to view Ids for other APIs.

project_views

Get the full content of a message or note given a `messageKey` returned from the `timeline` tool. The content is formatted as markdown.

full_content

Get all of the recent communication and notes related to a person. Because `syncKey` is not human readable, if you don't already have the key use the `person_find` tool to find it. This gives the context of the relationship with the person. Each item in the list includes a summary of its content. To retrieve the complete details (the full message or note body), you can use the `full_content` tool.

timeline

Save the draft of an email to Cloze's drafts folder. This will allow the user to edit the email and send it to the recipient. Because `syncKey` is not human readable, if you don't already have the key use the `person_find` tool to find it. Never include a greeting or salutation in the body - Cloze will add those separately.

save_draft

Start Buyer Agreement. A buyer agreement is sometimes referred to as a buyer agency agreement, a buyer representation agreement, a buyer broker agreement, or a BRBC (buyer representation and broker compensation) agreement. This tool starts drafting or writing one of these real estate agreements. This tool may act like a multi-wizard: Based on the inputs, the outputs will tell you whether you need to gather more information from the user and call the tool again.

person_skyslopeforms_brbc

Start Listing Agreement. This tool begins drafting or writing a real estate listing agreement (to list a property for sale or rental). This tool may act like a multi-wizard: Based on the inputs, the outputs will tell you whether you need to gather more information from the user and call the tool again.

person_skyslopeforms_listing

Start Listing Agreement. This tool begins drafting or writing a real estate listing agreement (to list a property for sale or rental). This tool may act like a multi-wizard: Based on the inputs, the outputs will tell you whether you need to gather more information from the user and call the tool again.

project_skyslopeforms_listing

Get a profile of the user who you are working with - including their name, headline, and bio. This is often used when drafting emails to introduce the user to potential clients or new contacts.

about_me

View Form File. This tool lets you view the forms, draft agreements, and signed agreements for the person. This tool may act like a multi-wizard: Based on the inputs, the outputs will tell you whether you need to gather more information from the user and call the tool again.

person_skyslopeforms_file-view

Write an Offer. This tool begins drafting or writing a real estate purchase offer agreement. This tool may act like a multi-wizard: Based on the inputs, the outputs will tell you whether you need to gather more information from the user and call the tool again.

person_skyslopeforms_offer

Write an Offer. This tool begins drafting or writing a real estate purchase offer agreement. This tool may act like a multi-wizard: Based on the inputs, the outputs will tell you whether you need to gather more information from the user and call the tool again.

project_skyslopeforms_offer