Operations

Tool Registry

Every tool an agent can call. All start disabled. Sensitive tools are forbidden in Phase 10.

Tool	Module	Type	Side effect	Approval	Enabled
get_client_summary Get Client Summary	crm	Read	None	No	No
get_household_summary Get Household Summary	crm	Read	None	No	No
list_pending_tasks List Pending Tasks	crm	Read	None	No	No
get_event_summary Get Event Summary	events	Read	None	No	No
get_calendar_summary Get Calendar Summary	calendar	Read	None	No	No
get_document_summary Get Document Summary	documents	Read	None	No	No
get_sales_process_summary Get Sales Process Summary	sales_process	Read	None	No	No
get_policy_summary Get Policy Summary	policies	Read	None	No	No
get_commission_summary Get Commission Summary	commissions	Read	None	No	No
get_compliance_readiness Get Compliance Readiness	compliance	Read	None	No	No
draft_follow_up_message Draft Follow-up Message	communications	Draft	Low	Required	No
draft_email Draft Email	communications	Draft	Low	Required	No
draft_sms Draft SMS	communications	Draft	Low	Required	No
propose_appointment Propose Appointment	calendar	Propose	Low	Required	No
propose_task Propose Task	crm	Propose	Low	Required	No
propose_event_recap Propose Event Recap	events	Propose	Low	Required	No
propose_commission_discrepancy_resolution Propose Commission Discrepancy Resolution	commissions	Propose	Medium	Required	No
propose_compliance_checklist Propose Compliance Checklist	compliance	Propose	Medium	Required	No
approve_payout_batch Approve Payout Batch	commissions	Admin	Critical	Required	No
change_commission_rule Change Commission Rule	commissions	Admin	Critical	Required	No
send_communication Send Communication	communications	Send	Critical	Required	No
bind_policy Bind Policy	policies	Admin	Critical	Required	No
generate_final_compliance_bundle Generate Final Compliance Bundle	compliance	Admin	Critical	Required	No