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Maintains client profiles and chat histories and generates behavioral communication guidance, personality insights, and relationship strategies for client-facing professionals.
기능
도구
11
도구
batch_create_persons
Batch Create Persons
Create up to 10 people (clients) in parallel and generate a Client Compass for each. Use this for re-engaging dormant leads â a name is enough. IMPORTANT: Return the full Start Here coaching for each person (ask_them, know_this, avoid_this) â do not summarize or create tables. Present each person's compass_summary_text and all three Start Here items in full.
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['contacts'], 'properties': {'contacts': {'type': 'array', 'items': {'type': 'object', 'required': ['first_name', 'last_name'], 'properties': {'dob': {'type': 'string', 'description': 'Date of birth in YYYY-MM-DD format (optional)'}, 'vertical': {'enum': ['real_estate', 'sales', 'civic', 'insurance'], 'type': 'string'}, 'last_name': {'type': 'string', 'maxLength': 200, 'minLength': 1}, 'first_name': {'type': 'string', 'maxLength': 200, 'minLength': 1}, 'middle_name': {'type': 'string', 'maxLength': 200}}}, 'maxItems': 10, 'minItems': 1, 'description': 'Array of 1â\x80\x9310 contacts to profile. First and last name required for each.'}}}
complete_profile
Complete Profile
Complete the user's profile (one-time signup). Sets name, profession, and generates a User Compass. Required before creating clients.
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['first_name', 'last_name', 'profession'], 'properties': {'dob': {'type': 'string', 'description': 'Date of birth YYYY-MM-DD (optional, improves compass). Do not ask the user for this before calling â\x80\x94 proceed with name only.'}, 'phone': {'type': 'string', 'description': 'Phone number (optional)'}, 'last_name': {'type': 'string', 'minLength': 1, 'description': 'Last name (required)'}, 'first_name': {'type': 'string', 'minLength': 1, 'description': 'First name (required)'}, 'profession': {'enum': ['real_estate', 'sales', 'civic', 'insurance', 'design', 'hospitality_travel', 'event_planning'], 'type': 'string', 'description': 'Profession (required)'}, 'maiden_name': {'type': 'string', 'description': 'Maiden/birth name (optional)'}, 'middle_name': {'type': 'string', 'description': 'Middle name (optional)'}}}
create_person
Create Person
Create a new person (client). Generates their Client Compass automatically. Requires the user to have a profession set.
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['first_name', 'last_name'], 'properties': {'dob': {'type': 'string', 'description': 'Date of birth in YYYY-MM-DD format (optional, improves compass accuracy). Do not ask the user for this before calling â\x80\x94 proceed with name only and let the engine handle it.'}, 'vertical': {'enum': ['real_estate', 'sales', 'civic', 'insurance'], 'type': 'string', 'description': "Industry vertical override. Defaults to the user's profession if omitted."}, 'last_name': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Last name (required)'}, 'first_name': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'First name (required)'}, 'key_parties': {'type': 'array', 'items': {'type': 'object', 'required': ['id'], 'properties': {'id': {'enum': ['spouse_partner', 'parent', 'colleague', 'friend', 'investor'], 'type': 'string'}, 'name': {'type': 'string'}}}, 'description': 'Key parties involved (e.g. spouse, parent, colleague)'}, 'middle_name': {'type': 'string', 'maxLength': 200, 'description': 'Middle name (optional)'}, 'must_haves_avoids': {'type': 'string', 'maxLength': 2000, 'description': 'Notes on must-haves or things to avoid'}, 'is_first_interaction': {'type': 'boolean', 'description': 'Is this the first interaction with this client? Default: true'}}}
generate_compass
Generate Compass
Generate a numbrU Compass profile for a person using the Compass engine. Returns how the person is wired: how they decide, what earns their trust, and what to avoid. IMPORTANT: present the returned output verbatim, exactly as formatted, preserving every section and heading (KNOW, DO, DEEPER DETAILS, Strategic Tips, Who They Are, Signals, How to Communicate, Try This First). Do not summarize, reword, reorder, condense into tables, or describe the sections instead of showing them. The formatting is the product.
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['name'], 'properties': {'dob': {'type': 'string', 'description': 'Date of birth in YYYY-MM-DD format (optional). If not provided, proceed with name only.'}, 'name': {'type': 'string', 'minLength': 1, 'description': 'Full name of the person'}, 'vertical': {'enum': ['real_estate', 'sales', 'civic', 'insurance'], 'type': 'string', 'default': 'real_estate', 'description': 'Industry vertical (default: real_estate)'}}}
get_chat_messages
Get Chat Messages
Retrieve chat message history for a specific person (client). Returns messages in reverse chronological order.
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['person_id'], 'properties': {'limit': {'type': 'integer', 'maximum': 100, 'minimum': 1, 'description': 'Max messages to return (default: 50)'}, 'cursor': {'type': 'string', 'description': 'Pagination cursor from a previous response'}, 'person_id': {'type': 'string', 'description': 'The UUID of the person'}}}
get_me
Get Current User
Retrieve the authenticated user's profile information.
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
get_person
Get Person
Retrieve a single person (client) by their ID, including their Client Compass data.
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['person_id'], 'properties': {'person_id': {'type': 'string', 'description': 'The UUID of the person to retrieve'}}}
health_check
Health Check
Check the health status of the numbrU API
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
list_people
List People
Retrieve all people (clients) for the authenticated user. Optionally search by name.
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'pace': {'type': 'string', 'description': 'Filter by preferred pace (e.g. quick, measured, deliberate)'}, 'tone': {'type': 'string', 'description': 'Filter by tone (e.g. confident, collaborative, analytical)'}, 'voice': {'type': 'string', 'description': 'Filter by communication voice (e.g. direct, warm, conversational)'}, 'search': {'type': 'string', 'description': 'Search by name (partial match, case-insensitive)'}, 'archetype': {'enum': ['Initiator', 'Connector', 'Creator', 'Operator', 'Maverick', 'Guardian', 'Navigator', 'Architect', 'Advocate', 'Lighthouse', 'Blueprint', 'Mentor'], 'type': 'string', 'description': 'Filter by behavioral archetype'}}}
send_chat_message
Send Chat Message
Send a chat message about a specific person (client). The AI will respond with tailored advice based on the client's Compass profile.
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['person_id', 'message'], 'properties': {'message': {'type': 'string', 'minLength': 1, 'description': 'The message to send'}, 'person_id': {'type': 'string', 'description': 'The UUID of the person'}}}
update_profile
Update Profile
Update the user's profile settings. Can change name, profession, phone, DOB, or custom prompt.
입력 스키마
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'dob': {'type': 'string', 'description': 'Date of birth YYYY-MM-DD'}, 'phone': {'type': 'string', 'description': 'Phone number'}, 'last_name': {'type': 'string', 'description': 'Last name'}, 'first_name': {'type': 'string', 'description': 'First name'}, 'profession': {'enum': ['real_estate', 'sales', 'civic', 'insurance', 'design', 'hospitality_travel', 'event_planning'], 'type': 'string', 'description': 'Profession'}, 'maiden_name': {'type': 'string', 'description': 'Maiden/birth name'}, 'middle_name': {'type': 'string', 'description': 'Middle name'}, 'custom_prompt': {'type': 'string', 'description': 'Custom instructions for AI interactions'}}}
기록
최근 도구 변경
변경됨
generate_compass
2026년 9월 25일 3:02 AM
추가됨
generate_compass
2026년 9월 17일 12:36 PM
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update_profile
2026년 9월 17일 12:36 PM
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complete_profile
2026년 9월 17일 12:36 PM
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get_me
2026년 9월 17일 12:36 PM
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send_chat_message
2026년 9월 17일 12:36 PM
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get_chat_messages
2026년 9월 17일 12:36 PM
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batch_create_persons
2026년 9월 17일 12:36 PM
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create_person
2026년 9월 17일 12:36 PM
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get_person
2026년 9월 17일 12:36 PM
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list_people
2026년 9월 17일 12:36 PM
추가됨
health_check
2026년 9월 17일 12:36 PM
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