Every AI

Create a Person with a name and optional multiple methods or Company relationships, atomically. Search first; shared addresses do not automatically merge people. Supply a new operation_id UUID and reuse it only to retry this exact request. Methods identify their primary status. A Person needs no Company.

create_person

Create an event in the caller's Google Calendar. This can immediately invite external attendees. start and end must be RFC3339 timestamps with timezone offsets.

create_calendar_event

Create a manual pipeline deal at Lead or Opportunity. Set party to an existing Person or Company. Without party, the supplied name/email resolves or creates a Person. A Company target needs no Person. Optionally choose a content-ready sales_strategy_id from list_sales_strategies; omitting it uses the default sales strategy.

create_deal

Start delivery tracking at Won for an existing Person or Company. Use for already-won retainers/projects. The shared claim preserves an existing request for the same party/name; use a distinct name for a new workstream. Optional budgets and prior_deal_id retain delivery/lineage behavior. Outreach is not started. People do not require a Company.

create_delivery_deal

Record an expense or receipt with a new operation UUID, merchant_name, and amount. amount is the final charged total INCLUDING tax/tip; refunds are negative. Use the printed merchant and currency, visible tax only, and a legible YYYY-MM-DD date. Omit unreadable dates or tax instead of inventing them. One expense represents one transaction. Attach a hosted receipt image/PDF using photo_url when available. party may be a Person or Company, or omitted/null. Omitted is_billable uses the business default; vendor_key is derived and category is validated. Possible duplicates or receipt-sanity warnings require confirmation before allow_duplicate=true. Retry identical inputs with the same operation UUID after an uncertain response.

create_expense

Create a draft invoice atomically with a new operation UUID and at least one line item. Set command.party to {kind: person|company, id: UUID} from list_people/list_companies; a draft may omit it until the recipient is known. No Company is created for a Person. Use business_settings for currency/tax defaults and list_services for service IDs. Omitted currency uses the business default; issue/due dates default to today/+30 days. New line items must not carry retained IDs. Retry identical inputs with the same operation UUID after an uncertain response; the same invoice is returned.

create_invoice

Create a custom field definition (meta field/metafield) to track a typed property on People, Companies, or Deals, including boolean fields and validations. This is a schema decision: check list_meta_field_definitions and reuse an existing definition when one fits; never create per-occurrence or date-stamped fields — events belong on the activity timeline (log_deal_activity), not in the schema.

create_meta_field_definition

Create a proposal atomically with operation_id, title, and party {kind: person|company, id: UUID}. Look up the Person or Company first. Optional line items use description, quantity, unit_price and tax/discount fields; new items must not carry retained IDs. Prefer command.text={summary?, scope?, notes?, terms?, custom?: [{heading, body}]}. template_id selects a saved template; text/header_extras customize it. For custom layouts, content is the full {version:1, sections:[{id,rowLayout,columns:[{id,blocks}]}]} tree, with each block's fields inside props. The header and estimate are prepared automatically. Currency defaults to business_settings. Retry identical inputs with the same operation UUID after an uncertain response; no second proposal is created.

create_proposal

Create a schedule for a Person or Company. Default action is draft; sending requires explicit user intent and recipients from preview_recurring_invoice_send. Reuse operation_id after an uncertain response. Items use name, rate and quantity; new items cannot reuse an existing ID.

create_recurring_invoice

Create a self-directed scheduled task (a routine) that runs `instruction` on a cadence. `run_at_local` is 24h HH:MM. `schedule_type='weekly'` requires `day_of_week` (0=Sunday, 6=Saturday); `'monthly'` requires `day_of_month`; `'once'` requires `run_date` (YYYY-MM-DD) and must resolve to a future time. `timezone` defaults to the org's timezone if omitted — use an IANA name (e.g. America/Toronto) to override. `result_format` is an optional short markdown outline of how every result should be laid out (sections in order, table columns) so recurring reports look the same each run; leave it empty for the default (summary paragraph, table of items, Needs review). Results and any notifications from each run always arrive inside the Every app (Daily Brief / notifications) and by email if `email=true` — never in this chat, so do not tell the user to expect a reply here.

create_scheduled_task

Create a service the business offers. pricing_model is 'fixed' or 'hourly' (default fixed). The business's default sales tax is applied automatically.

create_service

Permanently delete a Company and its owned profile methods/relationships. Archives Company-only Deals; Person-linked Deals remain active. Financial, provider and protected historical references prevent deletion. Use view_company's version and an operation_id UUID; archive instead when history must retain the Company.

delete_company

Permanently delete an expense using its UUID/updated_at from view_expense and a new operation UUID. Billed or otherwise linked dependencies may prevent deletion. Retry identical inputs after an uncertain response.

delete_expense

Permanently delete a proposal using its UUID and updated_at from view_proposal. Use a new operation UUID; retry identical inputs after an uncertain response. A proposal number is insufficient for deletion retries. Linked invoices, active work, shared items, or Portal dependencies may prevent deletion.

delete_proposal

Create a draft in the caller's Gmail mailbox for human review and sending. When thread_id is provided, creates a threaded reply draft. This tool does not send the email.

draft_email

Copy a proposal to a new draft with its title, typed recipient, content and items preserved. Use its UUID and updated_at from view_proposal plus a new operation UUID. Reuse identical inputs after an uncertain result. Source prices must be visible. Dates and acceptance are cleared.

duplicate_proposal

End a Person's relationship to a Company. Keeps the Person, methods and history. Invalidates dependent future recipients and dependent Portal permissions; restoring the relationship does not silently regrant access. Requires current Person and relationship versions from view_person.

end_affiliation

Open the user's Every home: setup, Priorities and suggested conversations. List views are home|people|invoices; people includes People and Companies. Prospects and Deals have no list view: use list_workspace_prospects or list_workspace_deals in chat, then open one record with entity_type prospect or deal and its entity_id. Pass entity_type and the entity_id from a list or search read to open a specific Person, Company, Deal, Prospect or Invoice; an existing card needs no additional panel.

open_every_workspace

Find People, Companies, or Deals by a filterable custom field value (meta field/metafield), including scalar comparisons and list containment. The definition must have filterable enabled. If the definition is not filterable, explain that limitation. Change its definition only after the user explicitly requests that schema change. Use contains with one value for a list-type definition, or contains_any with a list of values; omit value for is_set/is_not_set. Results are entity id + a human-readable label, ready to pass to view_person/view_company/view_deal without a follow-up lookup.

find_entities_by_meta_field

Use this when the user asks for a downloadable or printable PDF of an invoice. Do not use this to get a shareable recipient link — view_invoice's response already includes the invoice's public URL once it has one (issue or send the invoice first). `invoice_id` accepts a UUID or invoice number (e.g. INV-0007). Returns an error if the invoice has no public ID yet (unissued).

generate_invoice_pdf

Generate a PDF for a proposal. The rendered PDF is available on the public proposal page.

generate_proposal_pdf

Get one Gmail message from the caller's mailbox. Returns message text and headers. Attachments are redacted to filename, MIME type, and size metadata; attachment bytes are never returned.

get_gmail_message

Get a Gmail thread from the caller's mailbox. Returns message text and headers. Attachments are redacted to filename, MIME type, and size metadata; attachment bytes are never returned. By default returns the 10 most recent messages. Long threads are PAGEABLE: when the response's `truncated` is true, read `note` / `next_offset` and call again with `offset` until `next_offset` is null — do not fall back to per-participant searches for a long thread.

get_gmail_thread

Read the caller's latest stored daily brief, optionally for a UTC date. This only reads an already-generated artifact and never re-runs the brief.

get_daily_brief

How a deal is tracking against its budget: hours logged, billable vs unbilled WIP, amount billed, and what's left of the budget. Cost and margin appear only when the caller's role may see cost in this workspace; otherwise they come back as null, which means "not visible to you", never "zero". Answer with the figures you get and don't infer a margin from a null cost.

get_deal_burn

Exact counts of People, Companies, invoices, expenses, proposals, and active Deals you can access. Archived profiles and documents are excluded. Use this FIRST for "how many X do I have" instead of counting a capped list page.

get_entity_counts

Get recorded revenue, invoice face-value rollups, expenses, net, proposals, and recurring totals. Invoice rollups include unpaid, partial and overdue records at their full invoice values, not their remaining balance due. Use list_workspace_invoices with payment_status=outstanding, then view_invoice for current balances. Currencies stay separate. Use get_pipeline_summary for Deal pipeline reporting.

get_financial_report

Show the first-run getting-started overview of Every's features and setup. This is not the user's Every home. To open their home with setup, Priorities and suggested conversations, use open_every_workspace. Use this onboarding overview when the user has just connected Every, asks for help getting started, or asks what to do first. It is read-only: a welcome overview, workspace setup status, and suggested next actions. Prefer this over business_settings for welcome, onboarding, or getting-started questions. For high-level informational questions like "what can Every do?" or "what does Every do?", use what_every_does. Do not use for specific invoice, Person, Company, proposal, expense, or payment requests unless this is the user's first interaction after an MCP workspace was auto-created.

get_home

Read the custom field values (meta fields/metafields) recorded on one Person, Company, or deal, including tracked boolean values and other remembered properties.

get_meta_fields

Read the org's pipeline (sales stage) settings: each stage's (lead, opportunity, won, lost) success criteria and whether the agent is allowed to move a deal into it, plus whether Won automation is enabled overall. Read-only — settings are changed in the Every app.

get_pipeline_settings

Summarize active deal counts, linked value by stage, and pending-review count. Renders an interactive pipeline board grouped by stage where supported.

get_pipeline_summary

Read invoice/proposal To and CC defaults, addresses explicitly set to none, the effective recipients in force, eligible method IDs and configuration version. An unconfigured record still has effective recipients: every active address receives, one as To. Companies may select their own emails or active associated People's emails; People select their own. This configuration does not grant Portal access.

get_recipient_defaults

Read the latest completed result of one of the user's self-directed scheduled tasks. Use list_scheduled_tasks to find the task ID. This only reads a stored result and never runs the task. Each run still delivers its result inside the Every app and by email if enabled; use this to read the most recent one on request.

get_scheduled_task_result

Check whether the user's Every signup is finished, and what is needed to finish it. Call this after the user connects Every for the first time, when the user asks you to sign them up, or when another tool returns signup_incomplete. Returns signup_status "needs_profile" (the organization name must be confirmed) or "ready". For needs_profile it also returns the current profile and suggested values inferred from the user's mailbox and the public web. Suggestions are unverified: show them to the user, then ask once to confirm or change the organization name and, optionally, a description and public links. The result does not change on its own; there is no need to call this again before complete_signup.

get_signup_status

Use this when a new ChatGPT connector user wants to get started or set up Business DNA. This is for users who may have an auto-created Every org and incomplete Google Workspace permissions. Prefer sending them to the app-led Google permissions and Business DNA path. If Business DNA already exists, this tool returns a review link instead of re-onboarding. If the user does not want to grant Google permissions, ask for a compact business brief and then call save_business_info with the facts they provided.

get_started

Search Companies. A Company can exist without People. Results include typed keys, avatars and profile versions; private fields obey your billing role. Page through has_more before treating results as complete.

list_companies

Search People by name, email, phone or employer. Results include typed keys, avatars and profile versions. A Person may have multiple Companies or none. Page through has_more before treating results as complete.

list_people

List events visible through the caller's Google account, including owned and shared writer calendars. start and end must be RFC3339 timestamps with timezone offsets. Returns event IDs, titles, times, attendees, Google Meet links and source_calendar attribution. An unknown source role remains unknown. Attendee is_self is Google's event metadata, not the authenticated Every user identity.

list_calendar_events

List pipeline deals. Defaults to live, non-archived deals: approved deals assigned to a pipeline stage. Set review_state to pending, dismissed, approved, or all to inspect other review states. Use search for target name or company text. Pass include_archived=True to also see archived (closed-out) deals — omitted by default since an archived deal is something the user explicitly removed from their board. Responses include record ids; response_format='concise' returns trimmed rows (ids kept), 'detailed' adds links and secondary fields. Renders an interactive pipeline board grouped by stage where supported. Approved Deal rows include their sales strategy and its target.

list_deals

List expenses with optional filters for merchant, category, Person or Company, billable status, currency, and vendor key. Returns amount, merchant, category, billable/billed fields, tax, vendor key, and date. Responses include record ids; response_format='concise' returns trimmed rows (ids kept), 'detailed' adds links and secondary fields.

list_expenses