DailyDashboard

Read the text of the transcript linked to a meeting (a Google Doc transcript or an in-app meeting capture), one page at a time. Returns text, characters (total length), offset, returnedCharacters, hasMore and nextOffset (the offset of the following page). When no transcript is linked, returns a message explaining why and no text.

getMeetingTranscript

List calendar meetings between startDate and endDate (inclusive), read live from DailyDashboard, across all clients or for one client. Each meeting includes timeStatus (past, in-progress or upcoming, relative to the current time in the user's time zone), summary (the calendar title), aiSummary (filled once a linked transcript has been processed) and a transcript object ({ linked, source, documentUrl, status: none|pending|processed|failed, processingError }). Returns the meetings with past, in-progress and upcoming counts.

getMeetingsByDateRange

List outstanding balances owed by clients, optionally filtered by client and date range. Returns the balances and totals.

getOutstandingBalances

List payments received, optionally filtered by client and date range. Returns the payments and totals.

getPayments

Aggregate metrics across all of the user's clients for one kind: financials, retainers, tasks, follow-ups, meetings, recommendations, clients, referrals or decisions, optionally filtered by client, amount or date. Returns the aggregated totals and matching records for that kind. Financials and retainers cover paying clients only; personal projects (kind "project") are not invoiced.

getPortfolioRollup

List client team members across the user's whole portfolio, filtered by role, person name, email, keyword, client or status. Returns the matching members, total and returned counts, and a count per role.

getPortfolioTeamMembers

List the clients in this DailyDashboard account. Returns each client's id, name, kind ("client" for a paying client that is invoiced, "project" for the user's own personal project, which is tracked but not invoiced), domains and a short summary, plus the total count.

listClients

Run DailyDashboard's transcript pipeline for a meeting with a linked transcript: generates the AI summary, extracts tasks, decisions, follow-ups and initiatives as meeting recommendations, and adds the transcript to the client's knowledge base. Can take up to a minute. An already processed meeting is skipped unless force is true, which also regenerates the AI summary. A meeting whose transcript has a coverageWarning (the captured captions may belong to a different meeting) is refused unless confirmCoverageWarning is true. Returns the updated transcript status, the AI summary and counts of extracted items.

processMeetingTranscript

Read one category of client data (tasks, follow-ups, meetings, decisions, initiatives, OKR objectives, team, billing, time entries, recommendations, profile fields and more) for a single client, or aggregated across all of the user's clients when clientId is omitted. Returns the records for the requested dataType; each dataType value lists the shape it returns.

queryClientData

Semantic search over a client's knowledge base: historical meeting transcripts, documents and notes. Returns the matching passages (vectorResults) plus current tasks, decisions, initiatives and follow-ups for the client (realTimeContext).

searchClientKnowledge

Overwrite high-level profile fields of an existing client: name, kind ("client" for a paying client, "project" for a personal project that is tracked but not invoiced), identifiers, mission, vision, values, goals, summary, team overview, meeting cadence, task focus or notes. Only the fields in updates change. With confirmation true, saves the changes and returns the list of updated fields; otherwise changes nothing and returns a preview of the updated fields with a confirmation prompt.

updateClientProfile

Edit an existing meeting by id: assign it to a different client, rename it, or set the time spent on it in minutes. Changes only that meeting, not the client's email domains, and calendar sync keeps a client assigned this way. A meeting in a month locked for invoicing cannot be edited. Only the fields passed change. With confirmation true, saves the changes and returns them with the meeting's new state, with a note when a linked transcript was already processed under the previous client; otherwise changes nothing and returns a preview of the changes with a confirmation prompt.

updateMeeting

Update an existing OKR objective in a client's Goals section by id: check in key result progress (keyResults: [{ id, currentValue }]), set confidence (on_track / at_risk / off_track), grade it (status "achieved" or "missed", which locks in its score), reopen a graded one (status "active"), or edit its title, description or owner. Key results and confidence change only while the objective is active. Only the fields passed change. With confirmation true, saves the changes and returns them with the objective's new state; otherwise changes nothing and returns a preview of the changes with a confirmation prompt.

updateObjective

Mark AI meeting recommendations for a client as processed or dismissed: one recommendation or all pending ones, for all or selected categories. With confirmation true, applies the change and returns how many items were updated; otherwise changes nothing and returns the number of items affected with a confirmation prompt.

updateRecommendationStatus

Update an existing task or follow-up by id: mark it complete (completed: true), reopen it (completed: false), or edit its text, due date (follow-ups only), assignees (follow-ups only), priority (tasks only) or link. Only the fields passed change. With confirmation true, saves the changes and returns them with the item's new state; otherwise changes nothing and returns a preview of the changes with a confirmation prompt.

updateClientItem