Settle

Read Signals tracking categories, watches and available types before recommending or changing tracking settings.

get_signal_tracking_settings

Read one buyer tracked by this organization, including its profile, location, tracking status and recent activity.

get_buyer

Read resolved Projects, Knowledge Hub, Settings and Signals access. Check this before recommending or changing workspace features; follow nextStep for unavailable areas rather than inferring access from the plan name.

get_workspace_access

Use this when the user asks about their Settle organization, workspace setup, RFP fit instructions, plan, or current counts of projects, signals, and tracked buyers.

get_workspace_overview

Use this when the user wants their Settle RFP response projects, with active projects and approaching deadlines first, followed by submitted projects.

list_projects

List this workspace’s contacts for a buyer, including title, email, phone, source and suggested next step.

list_buyer_contacts

Use this when the user wants the buying organizations their Settle workspace tracks, including location, favorite status, and recent signal activity.

list_buyers

Use this when the user wants to search across their Settle opportunities, RFPs, projects, buyers, and reusable company knowledge. Returns citation-ready result ids and URLs; call fetch with an id for full details.

search

Use this when the user wants to find or rank buying signals in their Settle workspace by text, saved status, fit, recommended action, deadline, value, or recency.

search_signals

Use this when the user asks about prior proposal language, approved answers, policies, capabilities, or how their team answered a similar RFP question.

search_library

Search open RFP listings by title, issuing agency, or summary. Any Settle account can search. Results are public listing details until RFP Hunter includes fit scores and full analysis. If the workspace has no opportunity profile, send the user to create one so later searches match the opportunities they want.

search_rfps

Set a buyer’s tracking to true or false, rather than toggling it. Requires explicit Settle write consent. Enabling tracking may trigger priority research and the workspace’s configured CRM sync. Use only when requested by the user. If needs_crm_owner_decision is returned, present the existing owner and ask whether to keep or reassign before retrying with crm_owner_action; never invent the choice.

set_buyer_tracking

List comments assigned to the signed-in person in the connected workspace.

assigned_comments

Synchronize the selected contact with the connected CRM, potentially creating or updating external records. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_contact_crm_sync

Delete the selected contact from the buyer. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_contact_delete

Create a tracked buyer from the supplied profile. May start research and configured CRM synchronization. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_create

Load buyer CRM context and reconcile its saved link. May auto-link a matched record or clear a stale link; requires write consent even though the app uses GET. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_crm

Load CRM activity, auto-matching and saving a buyer link when needed. Requires write consent even though the app uses GET. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_crm_activity

Link the selected buyer to an explicitly chosen record in the connected CRM. Show the CRM search matches. Obtain the chosen record ID and object type; do not guess which company/contact should be linked. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_crm_link

Search the connected CRM for records to link to this buyer. Does not create a link.

buyer_crm_search

Synchronize the selected buyer with the connected CRM, potentially creating or updating external records. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_crm_sync

Remove the saved CRM link from the selected buyer. Does not delete the remote CRM record. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_crm_unlink

Read a buyer profile in the connected workspace.

buyer_detail

Start research for the selected buyer using configured providers; persists results and may incur provider usage. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_research

Generate and save a new summary for the selected buyer using existing research. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_summary_generate

Toggle tracking. Read buyer_detail before and after; never retry blindly. If CRM owner confirmation is returned, obtain the user choice and repeat with crm_owner_action keep or reassign. Read the current state. If needs_crm_owner_decision is returned, ask whether to keep the displayed owner or reassign, then pass that crm_owner_action. A retry without a choice must not infer consent. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_tracking_toggle

Update the supplied fields of the selected buyer profile. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

buyer_update

List buyers in the connected workspace using the supplied filters.

buyers_list

Add a requirement to the selected project’s checklist. Inspect progress with project_work_items; do not start duplicate jobs. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

checklist_create

Delete the selected checklist requirement from the project. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

checklist_delete

Replace the ordering of the specified project checklist requirements. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

checklist_reorder

Update the selected checklist requirement or its completion state. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

checklist_update

Add a comment to the selected question. Assigning a person may send a notification. Confirm comment text and any selected assignee; assignment can send a notification. A completed question must first be explicitly reopened. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

comment_create

Delete the selected comment from the question. Show the exact target and consequences, including any child records removed or project lock reopened. Obtain approval for those targets; reopening does not withdraw a delivered proposal. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

comment_delete

Reopen the selected resolved comment on an open question. If the question is completed, ask whether to reopen the question as well. Explicitly reopen the question before reopening its comment. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

comment_reopen

Mark the selected question comment resolved. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

comment_resolve

Replace an open comment’s text and optionally its assignee, which may send a notification. Review the current comment text and any assignee change. Reopen resolved comments before editing. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

comment_update

Request a 15-minute upload ticket. PUT the exact bytes to uploadUrl with the declared Content-Type, without Settle credentials; then call document_complete_upload. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

document_begin_upload

Verify uploaded bytes and register the document. Safe to retry the same uploadId. Requires Settle write consent and user authorization for this change. After an ambiguous timeout, inspect saved state before retrying.

document_complete_upload

Get a short-lived signed download URL for an organization-owned document. Do not forward Settle OAuth tokens to the URL.

document_download