LeftLane

Create exactly one private comment on a customer deal. Inputs are the full note body and the exact integer deal id. The side effect permanently adds the note to that authenticated tenant record; repeated calls create duplicate comments. Returns the comment id, body, timestamp, and target relationship ids. Requires Clerk OAuth and permission to comment on the selected deal.

CreateDealComment

Create exactly one private comment on a deal finance account. Inputs are the full note body and the exact integer account id. The side effect permanently adds the note to that authenticated tenant record; repeated calls create duplicate comments. Returns the comment id, body, timestamp, and target relationship ids. Requires Clerk OAuth and permission to comment on the selected account.

CreateAccountComment

Create exactly one private comment on a vehicle. Inputs are the full note body and the exact integer vehicle id. The side effect permanently adds the note to that authenticated tenant record; repeated calls create duplicate comments. Returns the comment id, body, timestamp, and target relationship ids. Requires Clerk OAuth and permission to comment on the selected vehicle.

CreateVehicleComment

Create exactly one private dealership comment. Inputs are the full note body, parentType (Vehicle, CustomerDeal, or DealFinanceAccount), and the exact integer parentId. The side effect permanently adds the note to that authenticated tenant record; repeated calls create duplicate comments. Returns the comment id, body, timestamp, and nullable target relationship ids. Requires Clerk OAuth and permission to comment on the selected record.

CreateComment

List active inventory vehicles. Inputs: take (page size, default 10), skip (offset, default 0), quickFilter (stock/VIN/make tokens), and sortBy ({ field, order }). Sortable fields include stockNumber, year, make, model, listPrice, stageName, purchaseDate, alternativeStockNumber, and vehicleYearMakeModel. Returns total count plus operational vehicle, pricing, mileage, stage, branch, and acquisition facts; vehicle id is retained as the exact target for comments. Requires Clerk OAuth and inventory permissions.

ActiveVehicles

List BHPH finance accounts. Inputs: take (page size, default 10), skip (offset, default 0), quickFilter (account/name/stock tokens), sort ({ field, order }), and optional FinanceAccountFilter values such as daysPastDue or totalPastDue. Sortable: daysPastDue, pastDueDate, totalPastDue, firstName, lastName, insuranceStatus, activePromiseDueDate, activePromiseAmount, assignedAgent, chargeOffDate, listingGroupCategory, alternativeStockNumber, customerId, originalFirstPaymentDate. Filter example for 30+ DPD: [{ field: daysPastDue, operator: gte, type: INT, value: { INT: 30 } }] Returns total count plus account status, balances, delinquency, payment, insurance, vehicle, borrower-name, and assigned-agent facts; the DFA id is retained as the exact target for comments. Requires Clerk OAuth and collections permissions; it returns no SSN, driver's-license, birth-date, or contact data.

DealFinanceAccounts

Read one customer deal by integer id; this tool is not paginated. Returns deal status, terms, stage and assignee names, party names, vehicle facts, and finance status. Deal id plus target vehicle/DFA ids are retained for exact comments. Excludes contact data, government identifiers, addresses, income, credit reports, and payment methods. Requires Clerk OAuth and deal-view permission.

CustomerDeal

Read accounts-receivable snapshots for an inclusive startDate/endDate range; both inputs are DateWithoutTime values formatted yyyy-MM-ddT00:00:00. Returns daily sums of current balances across open DFAs without account-level PII or pagination. Requires Clerk OAuth and analytics permission and changes nothing.

AccountsReceivableReport

Read collections revenue for an inclusive startDate/endDate range; both inputs are DateWithoutTime values formatted yyyy-MM-ddT00:00:00. Returns balance type, effective date, and collected total without account-level PII or pagination. Requires Clerk OAuth and analytics permission and does not change any records.

CollectionsReport

Read delinquent and total open-account counts for an inclusive startDate/endDate range; both inputs are DateWithoutTime values formatted yyyy-MM-ddT00:00:00. Returns daily aggregate counts without account-level PII or pagination. Requires Clerk OAuth and analytics permission and changes nothing.

DelinquencyReport