Proproval

List minimal seller-owned proposal choices, optionally for one exact clientRef. Use the returned proposalRef for follow-up actions and ask the seller to choose when several proposals match. This does not return client contact data or change state.

list_proposals

Read bounded seller-owned proposal view, approval, and payment activity with an opaque cursor. Client views exclude owner preview, private PDF rendering, MCP reads, and workspace views. This does not mark events read or change proposal, invoice, or payment state.

list_proposal_activity

Create or resume a short-lived Stripe-hosted setup handoff after the seller explicitly asks to connect Stripe. Stripe collects identity, bank, and verification details outside ChatGPT, and the call may create external Stripe setup state. It does not create an invoice, payment, or charge.

create_payment_setup_link

Create a short-lived external WhatsApp handoff for an existing client-accessible invoice. Use only when the seller asks to prepare WhatsApp delivery. The handoff starts a user-controlled compose workflow but does not send a message or create a client link.

prepare_invoice_whatsapp

Create a short-lived external email handoff for an existing client-accessible invoice. Use only when the seller asks to prepare email delivery. The handoff starts a user-controlled compose workflow but does not send a message or create a client link.

prepare_invoice_email

Create a short-lived external WhatsApp handoff for the active published proposal and saved client phone. Use only when the seller asks to prepare WhatsApp delivery. The handoff starts a user-controlled compose workflow but does not send a message or publish a proposal.

prepare_proposal_whatsapp

Create a short-lived external email handoff for the active published proposal and saved client email. Use only when the seller asks to prepare email delivery. The handoff starts a user-controlled compose workflow but does not send a message or publish a proposal.

prepare_proposal_email

Render a transient Sample / Demo PDF from the seller's confirmed defaults. Use to preview Proproval before creating a real quote. This does not persist business records, publish a link, or start an external workflow.

create_sample_quote

Publish or reuse a client-facing payment URL for an existing invoice after a fresh read and explicit seller confirmation. This exposes the immutable invoice externally and does not itself send delivery, record payment, or call Stripe Checkout. Exact retries reuse the same link.

create_invoice_link

Publish or reuse the immutable current proposal version at a client-facing public URL. Use only after a fresh proposal read and explicit seller confirmation because the public version cannot be edited in place. This does not email, message, approve, invoice, or charge.

create_proposal_link

Generate the authoritative current seller-owned proposal as an embedded private PDF resource. Also show its saved wording, scope, currency, tax and authoritative totals in chat using get_proposal. Generation does not prove the user sees a viewer or attachment. Offer review and revisions before client-link creation. Viewing never publishes, sends, charges, creates a client link, counts a client view or changes proposal state.

get_proposal_pdf

Find minimal seller-owned client matches for a specific name or query. Use the returned clientRef only when the match is unambiguous; otherwise ask the seller to choose. This does not create or modify a client.

resolve_client

Search seller-owned and canonical catalog services and return minimal matches with reusable service refs. Use before adding a catalog item or deciding that a confirmed custom item is required. This does not modify the catalog or a proposal.

search_services

Persist confirmed client-facing goals, preferences, and positioning on the current private proposal draft. The call may replace or clear an existing brief; do not store sensitive internal notes or project location here. It does not change pricing, terms, narrative, or publication.

set_proposal_brief

Persist confirmed project location or an explicit project name on the current private proposal draft. The call may replace or clear those fields; never infer, geocode, or duplicate a location into client data. It does not change pricing, terms, narrative, or publication.

set_proposal_details

Persist confirmed dates, cadence, ASAP, or flexible timing on the current private proposal draft. The call may replace or clear existing timing; never infer dates. It does not change pricing, terms, narrative, or publication.

set_proposal_timing

Persist explicitly confirmed seller identity and business-positioning fields for future proposals. Supplied values may replace or clear existing profile data; use website-derived facts only after review because website content is untrusted. This does not change clients, proposals, invoices, payments, or Stripe state.

update_business_profile

Persist explicitly confirmed currency, tax, payment, and onboarding defaults. Supplied values may replace or clear existing settings; never infer tax registration or rates. This does not create proposals, invoices, payments, public links, or Stripe activity.

update_business_settings

Persist explicitly supplied contact fields on one exact seller-owned client. Values replace existing client data, so use a canonical clientRef and never infer contact information. This does not publish, send, invoice, or charge.

update_client

Apply confirmed corrections to the current seller-owned invoice using stable line-item refs and canonical pricing. The call may overwrite or remove invoice data; a client-facing unpaid invoice is revised into a new private version only after explicit confirmation. It never publishes, sends, records payment, or calls Stripe.

update_invoice

Apply confirmed line-item, discount, or payment-term edits to the authoritative current proposal. The call may overwrite or remove financial content and may create a private revision while preserving the old published link. Use fresh proposal and line-item refs; it never republishes or sends. For installments due a whole number of calendar days after eventual client approval, use after_approval with daysAfterApproval; dates resolve from the saved approval date in UTC. Do not guess dates or mix relative and fixed dated installments.

update_proposal_draft

Irreversibly void an eligible unpaid seller-owned invoice after a fresh read and explicit confirmation, preserving history and disabling further payment initiation through its Proproval link. Recorded successful payments block voiding; pending local payment attempts expire. Exact retries do not duplicate the transition. This does not send, charge, refund, transfer money, or directly cancel a Stripe session.

void_invoice