Tool reference

None of these change anything. Your assistant can run them without asking you first.

search Finds people, companies, events, notes, interactions and opportunities by the words in them: names, any of a person's email addresses, and what was written down. Near misses and misspellings still match. An exact email, full name or company name short circuits straight to that record. Search by meaning is planned and not live yet.

get_person Everything known about one person. Their details and tags, every place they work now and where they worked before, every interaction, every note, open tasks, and who they are connected to.

get_company Everything known about one company. Who works there, what has happened with them, any live opportunities, and how it relates to other companies: its members or the networks it belongs to, its clients and suppliers, its parent or subsidiaries, its partners.

get_opportunity Everything known about one opportunity. Value, stage, status, who is involved and in what role, and the history of what has happened.

query Structured questions across the whole book, returning just the fields that answer the question. Open tasks, live opportunities, people not contacted since a date, everyone carrying a tag, every member company of a network, and so on.

These change your book. Your assistant confirms before running the ones that modify or remove existing data.

record_encounter The main capture tool. Takes a whole account of what happened and records the meeting, the people in it, the company, the notes and the commitments in one call. Every person, company and event is matched before anything is written, so an ambiguous name stops the capture before it starts rather than halfway through. Returns a readable confirmation of exactly what it did.

Tags and contact details given for someone already in your book are not applied by a capture. The confirmation says so, and one follow-up sentence adds them.

Exists because capture used to be eight or ten separate calls, and anything that takes eight calls will eventually half-fail in a way nobody notices.

create_entity Creates one person, company, note, task, event or opportunity, with tags if you give them. A tag you have used before is reused, however you spell it. Only adds, never modifies.

link Connects two things. A person to their employer, a note to who it is about, a person to an opportunity with their role in it, one company to another: a member of a network, a client of a supplier, a subsidiary of its parent, or a partner, with dates and notes if you have them. People can work in more than one place, so a new job never ends an old one by itself: your assistant asks whether they have left.

update_entity Changes something that already exists. Email addresses, phone numbers and tags are added and removed one at a time, so changing one never loses the others.

update_link Changes a connection, such as someone's role in a deal.

delete_entity Removes a record.

delete_link Removes a connection without removing either thing it connected.