@oneshot-agent/mcp-server 0.51.0 → 0.52.0

package/dist/tools/lookup-manifest.generated.js

@@ -3902,6 +3902,111 @@ export const ROUTE_MANIFEST = [
             "state": "IL"
         }
     },
+    {
+        "name": "calls_get",
+        "method": "POST",
+        "path": "/v1/tools/calls/get",
+        "paid": true,
+        "readOnly": true,
+        "title": "Calls get",
+        "description": "Read a business phone call. Transcript is returned only when include requests it and it is available. Unknown fields stay null; absent transcripts are never invented. Returned inline only. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "call_id": {
+                    "type": "string",
+                    "description": "The id from calls_list"
+                },
+                "include": {
+                    "type": "array",
+                    "items": {
+                        "type": "string",
+                        "enum": [
+                            "transcript"
+                        ]
+                    },
+                    "description": "Transcript only when requested and available; default none"
+                }
+            },
+            "required": [
+                "connection_id",
+                "call_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "call_id": "call_1",
+            "include": [
+                "transcript"
+            ]
+        }
+    },
+    {
+        "name": "calls_list",
+        "method": "POST",
+        "path": "/v1/tools/calls/list",
+        "paid": true,
+        "readOnly": true,
+        "title": "Calls list",
+        "description": "Read business phone calls in a required window of at most 31 days, filtered by either phone number, direction and business user id. Follow next_cursor even on empty filtered pages. Returned inline only. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "started_after": {
+                    "type": "string",
+                    "description": "Inclusive start instant, ISO 8601 with timezone"
+                },
+                "started_before": {
+                    "type": "string",
+                    "description": "Exclusive end instant, at most 31 days after started_after"
+                },
+                "number": {
+                    "type": "string",
+                    "description": "E.164 phone number matching either party"
+                },
+                "direction": {
+                    "type": "string",
+                    "enum": [
+                        "inbound",
+                        "outbound",
+                        "all"
+                    ],
+                    "description": "Call direction, default all"
+                },
+                "user": {
+                    "type": "string",
+                    "description": "The business user id who made or took the call"
+                },
+                "limit": {
+                    "type": "integer",
+                    "description": "Calls per page, 1 to 100, default 25"
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "The previous next_cursor, unchanged"
+                }
+            },
+            "required": [
+                "connection_id",
+                "started_after",
+                "started_before"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "started_after": "2026-10-01T00:00:00Z",
+            "started_before": "2026-11-01T00:00:00Z",
+            "limit": 25
+        }
+    },
     {
         "name": "physical_mail_cancel",
         "method": "POST",
@@ -4013,6 +4118,171 @@ export const ROUTE_MANIFEST = [
             "since": "2026-01-01"
         }
     },
+    {
+        "name": "client_work_clients",
+        "method": "POST",
+        "path": "/v1/tools/client_work/clients",
+        "paid": true,
+        "readOnly": true,
+        "title": "Client work clients",
+        "description": "Read Karbon clients by partial name and person or organization type, with contact details and client manager and owner. Answered inline only; nothing fetched is stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor from this connection and read, with unchanged filters"
+                },
+                "query": {
+                    "type": "string",
+                    "description": "Partial client name, case insensitive"
+                },
+                "type": {
+                    "type": "string",
+                    "enum": [
+                        "person",
+                        "organization",
+                        "all"
+                    ],
+                    "default": "all",
+                    "description": "All pages through people, then organizations; follow next_cursor"
+                }
+            },
+            "required": [
+                "connection_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "limit": 25,
+            "query": "Acme"
+        }
+    },
+    {
+        "name": "client_work_items",
+        "method": "POST",
+        "path": "/v1/tools/client_work/items",
+        "paid": true,
+        "readOnly": true,
+        "title": "Client work items",
+        "description": "Read Karbon work items by client, status, due date, assignee email and work type. Planned includes ready to start. Planned and due date filters narrow each page: follow next_cursor even on empty pages. Answered inline only; nothing fetched is stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor from this connection and read, with unchanged filters"
+                },
+                "client_id": {
+                    "type": "string",
+                    "description": "Client id from client_work_clients"
+                },
+                "status": {
+                    "type": "string",
+                    "enum": [
+                        "planned",
+                        "in_progress",
+                        "waiting",
+                        "completed",
+                        "all"
+                    ],
+                    "default": "all"
+                },
+                "due_before": {
+                    "type": "string",
+                    "description": "Due on or before this YYYY-MM-DD day, inclusive"
+                },
+                "assignee": {
+                    "type": "string",
+                    "description": "The assigned user email address"
+                },
+                "work_type": {
+                    "type": "string",
+                    "description": "Exact work type name"
+                }
+            },
+            "required": [
+                "connection_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "limit": 25,
+            "due_before": "2026-11-01"
+        }
+    },
+    {
+        "name": "client_work_timesheets",
+        "method": "POST",
+        "path": "/v1/tools/client_work/timesheets",
+        "paid": true,
+        "readOnly": true,
+        "title": "Client work timesheets",
+        "description": "Read Karbon individual time entries by client, work item, user id and start date, with minutes and task-type billability. Related names and titles may be null. Answered inline only; nothing fetched is stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor from this connection and read, with unchanged filters"
+                },
+                "client_id": {
+                    "type": "string",
+                    "description": "Client id from client_work_clients"
+                },
+                "work_item_id": {
+                    "type": "string",
+                    "description": "Work item id from client_work_items"
+                },
+                "user": {
+                    "type": "string",
+                    "description": "The system user id"
+                },
+                "since": {
+                    "type": "string",
+                    "description": "Entries on or after this YYYY-MM-DD day, inclusive"
+                }
+            },
+            "required": [
+                "connection_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "limit": 25,
+            "since": "2026-10-01"
+        }
+    },
     {
         "name": "company_dossier",
         "method": "POST",
@@ -5205,6 +5475,67 @@ export const ROUTE_MANIFEST = [
             "as_of": "2026-09-30"
         }
     },
+    {
+        "name": "matters_list",
+        "method": "POST",
+        "path": "/v1/tools/matters/list",
+        "paid": true,
+        "readOnly": true,
+        "title": "Legal matters",
+        "description": "Find legal matters by text, client, status, practice area id and update time. From connected Clio. Read-only; privileged records returned inline and never stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor from this connection and read, with the same filters"
+                },
+                "query": {
+                    "type": "string",
+                    "description": "Search matter numbers, descriptions and client names"
+                },
+                "client_id": {
+                    "type": "string",
+                    "description": "Clio client id"
+                },
+                "status": {
+                    "type": "string",
+                    "enum": [
+                        "open",
+                        "pending",
+                        "closed",
+                        "all"
+                    ]
+                },
+                "practice_area": {
+                    "type": "string",
+                    "description": "Clio practice area id"
+                },
+                "updated_since": {
+                    "type": "string",
+                    "description": "Updated after this ISO 8601 timestamp with offset"
+                }
+            },
+            "required": [
+                "connection_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "query": "Acme",
+            "limit": 25
+        }
+    },
     {
         "name": "linkedin_sync_run",
         "method": "GET",
@@ -5360,13 +5691,13 @@ export const ROUTE_MANIFEST = [
         "example": {}
     },
     {
-        "name": "meetings_get",
+        "name": "matters_calendar",
         "method": "POST",
-        "path": "/v1/tools/meetings/get",
+        "path": "/v1/tools/matters/calendar",
         "paid": true,
         "readOnly": true,
-        "title": "Meetings get",
-        "description": "One meeting from the customer's connected meeting recorder: its summary and action items, and its transcript only when asked for. Read-only; returned inline and never stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "title": "Matter calendar",
+        "description": "Read calendar entries and court-rule deadlines, filtered by matter and start time. From connected Clio. Read-only; privileged records returned inline and never stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
         "inputSchema": {
             "type": "object",
             "properties": {
@@ -5374,12 +5705,201 @@ export const ROUTE_MANIFEST = [
                     "type": "string",
                     "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
                 },
-                "meeting_id": {
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
                     "type": "string",
-                    "description": "The id of the meeting, as meetings_list answers it"
+                    "description": "Opaque next_cursor from this connection and read, with the same filters"
                 },
-                "include": {
-                    "type": "array",
+                "matter_id": {
+                    "type": "string",
+                    "description": "Clio matter id"
+                },
+                "starts_after": {
+                    "type": "string",
+                    "description": "Starts on or after this ISO 8601 timestamp with offset"
+                },
+                "starts_before": {
+                    "type": "string",
+                    "description": "Starts on or before this ISO 8601 timestamp with offset"
+                }
+            },
+            "required": [
+                "connection_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "matter_id": "101",
+            "limit": 25
+        }
+    },
+    {
+        "name": "matters_contacts",
+        "method": "POST",
+        "path": "/v1/tools/matters/contacts",
+        "paid": true,
+        "readOnly": true,
+        "title": "Matter contacts",
+        "description": "Find contacts by matter id or query, with emails, phones and their role on the matter. From connected Clio. Read-only; privileged records returned inline and never stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor from this connection and read, with the same filters"
+                },
+                "matter_id": {
+                    "type": "string",
+                    "description": "Clio matter id; provide this or query"
+                },
+                "query": {
+                    "type": "string",
+                    "description": "Search contacts; on a matter, filter names, emails and phones"
+                }
+            },
+            "required": [
+                "connection_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "matter_id": "101",
+            "limit": 25
+        }
+    },
+    {
+        "name": "matters_documents",
+        "method": "POST",
+        "path": "/v1/tools/matters/documents",
+        "paid": true,
+        "readOnly": true,
+        "title": "Matter documents",
+        "description": "List document metadata for a matter, optionally by name. No file bodies. From connected Clio. Read-only; privileged records returned inline and never stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor from this connection and read, with the same filters"
+                },
+                "matter_id": {
+                    "type": "string",
+                    "description": "Clio matter id, required"
+                },
+                "query": {
+                    "type": "string",
+                    "description": "Search document names"
+                }
+            },
+            "required": [
+                "connection_id",
+                "matter_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "matter_id": "101",
+            "limit": 25
+        }
+    },
+    {
+        "name": "matters_time",
+        "method": "POST",
+        "path": "/v1/tools/matters/time",
+        "paid": true,
+        "readOnly": true,
+        "title": "Matter time",
+        "description": "Read time entries by matter, user id, date and billed state. From connected Clio. Read-only; privileged records returned inline and never stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor from this connection and read, with the same filters"
+                },
+                "matter_id": {
+                    "type": "string",
+                    "description": "Clio matter id"
+                },
+                "user": {
+                    "type": "string",
+                    "description": "Clio user id"
+                },
+                "since": {
+                    "type": "string",
+                    "description": "On or after this YYYY-MM-DD date"
+                },
+                "billed": {
+                    "type": "boolean",
+                    "description": "true reads billed time only; false reads unbilled time, including draft and non-billable entries; omit for all time"
+                }
+            },
+            "required": [
+                "connection_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "matter_id": "101",
+            "limit": 25
+        }
+    },
+    {
+        "name": "meetings_get",
+        "method": "POST",
+        "path": "/v1/tools/meetings/get",
+        "paid": true,
+        "readOnly": true,
+        "title": "Meetings get",
+        "description": "One meeting from the customer's connected meeting recorder: its summary and action items, and its transcript only when asked for. Read-only; returned inline and never stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "meeting_id": {
+                    "type": "string",
+                    "description": "The id of the meeting, as meetings_list answers it"
+                },
+                "include": {
+                    "type": "array",
                     "items": {
                         "type": "string",
                         "enum": [
@@ -5393,26 +5913,236 @@ export const ROUTE_MANIFEST = [
             },
             "required": [
                 "connection_id",
-                "meeting_id"
+                "meeting_id"
+            ]
+        },
+        "example": {
+            "connection_id": "6f1c2d3e-4b5a-4c6d-8e7f-9a0b1c2d3e4f",
+            "meeting_id": "0dba4400-0000-4000-8000-000000000001",
+            "include": [
+                "summary",
+                "action_items"
+            ]
+        }
+    },
+    {
+        "name": "meetings_list",
+        "method": "POST",
+        "path": "/v1/tools/meetings/list",
+        "paid": true,
+        "readOnly": true,
+        "title": "Meetings list",
+        "description": "Meetings recorded by the customer's connected meeting recorder, with title, start, duration and participants, filtered by start day and by title or participant. Read-only. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "since": {
+                    "type": "string",
+                    "description": "Meetings that started on or after this day (YYYY-MM-DD, UTC)"
+                },
+                "query": {
+                    "type": "string",
+                    "description": "Meetings whose title, or a participant's name or email, contains this text (any case)"
+                },
+                "limit": {
+                    "type": "integer",
+                    "description": "Meetings per page, 1 to 100 (default 25)"
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "The next_cursor of the previous page"
+                }
+            },
+            "required": [
+                "connection_id"
+            ]
+        },
+        "example": {
+            "connection_id": "6f1c2d3e-4b5a-4c6d-8e7f-9a0b1c2d3e4f",
+            "since": "2026-10-01",
+            "query": "client",
+            "limit": 25
+        }
+    },
+    {
+        "name": "portfolio_entities",
+        "method": "POST",
+        "path": "/v1/tools/portfolio/entities",
+        "paid": true,
+        "readOnly": true,
+        "title": "Portfolio entities",
+        "description": "Read Addepar entities by partial name and type: clients, households, legal entities, accounts and funds, with parent entity ids, currency and custodian. The name filter narrows each page: follow next_cursor even on empty pages. Answered inline only; nothing fetched is stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor from this connection and read, with unchanged filters"
+                },
+                "query": {
+                    "type": "string",
+                    "description": "Partial entity name, case insensitive; narrows each page"
+                },
+                "type": {
+                    "type": "string",
+                    "enum": [
+                        "client",
+                        "household",
+                        "legal_entity",
+                        "account",
+                        "fund",
+                        "all"
+                    ],
+                    "default": "all"
+                }
+            },
+            "required": [
+                "connection_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "limit": 25,
+            "query": "Reyes"
+        }
+    },
+    {
+        "name": "portfolio_holdings",
+        "method": "POST",
+        "path": "/v1/tools/portfolio/holdings",
+        "paid": true,
+        "readOnly": true,
+        "title": "Portfolio holdings",
+        "description": "Read Addepar holdings of one entity as of a date (today by default), grouped by security, asset class or custodian: quantity, market value, currency, weight and tax basis. One query, paged locally. Answered inline only; nothing fetched is stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor from this connection and read, with unchanged filters"
+                },
+                "entity_id": {
+                    "type": "string",
+                    "description": "Entity id from portfolio_entities"
+                },
+                "as_of": {
+                    "type": "string",
+                    "description": "Holdings date, YYYY-MM-DD; today when omitted"
+                },
+                "group_by": {
+                    "type": "string",
+                    "enum": [
+                        "security",
+                        "asset_class",
+                        "custodian"
+                    ],
+                    "default": "security"
+                }
+            },
+            "required": [
+                "connection_id",
+                "entity_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "limit": 25,
+            "entity_id": "1001",
+            "group_by": "asset_class"
+        }
+    },
+    {
+        "name": "portfolio_performance",
+        "method": "POST",
+        "path": "/v1/tools/portfolio/performance",
+        "paid": true,
+        "readOnly": true,
+        "title": "Portfolio performance",
+        "description": "Read Addepar performance of one entity over a period (year to date by default), the entity total first, then each security, asset class or custodian group: time-weighted return, IRR, beginning and ending value and net flows. Answered inline only; nothing fetched is stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor from this connection and read, with unchanged filters"
+                },
+                "entity_id": {
+                    "type": "string",
+                    "description": "Entity id from portfolio_entities"
+                },
+                "start": {
+                    "type": "string",
+                    "description": "First day, YYYY-MM-DD; the first day of the end year when omitted"
+                },
+                "end": {
+                    "type": "string",
+                    "description": "Last day, YYYY-MM-DD; today when omitted"
+                },
+                "group_by": {
+                    "type": "string",
+                    "enum": [
+                        "security",
+                        "asset_class",
+                        "custodian"
+                    ],
+                    "default": "asset_class"
+                }
+            },
+            "required": [
+                "connection_id",
+                "entity_id"
             ]
         },
         "example": {
-            "connection_id": "6f1c2d3e-4b5a-4c6d-8e7f-9a0b1c2d3e4f",
-            "meeting_id": "0dba4400-0000-4000-8000-000000000001",
-            "include": [
-                "summary",
-                "action_items"
-            ]
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "limit": 25,
+            "entity_id": "1001",
+            "start": "2026-07-01",
+            "end": "2026-09-30"
         }
     },
     {
-        "name": "meetings_list",
+        "name": "portfolio_transactions",
         "method": "POST",
-        "path": "/v1/tools/meetings/list",
+        "path": "/v1/tools/portfolio/transactions",
         "paid": true,
         "readOnly": true,
-        "title": "Meetings list",
-        "description": "Meetings recorded by the customer's connected meeting recorder, with title, start, duration and participants, filtered by start day and by title or participant. Read-only. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "title": "Portfolio transactions",
+        "description": "Read Addepar transactions of one entity between two dates (the last 90 days by default) by type: buys, sells, contributions, distributions, capital calls, income and fees, with security, quantity, amount and currency. The type filter is applied by Addepar, so each page holds only that type. Answered inline only; nothing fetched is stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
         "inputSchema": {
             "type": "object",
             "properties": {
@@ -5420,21 +6150,266 @@ export const ROUTE_MANIFEST = [
                     "type": "string",
                     "description": "The connection to read. An agent can have several connections to the same system: list your connections first (`GET /v1/connections`) and pick by `system` and `account_label`."
                 },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor from this connection and read, with unchanged filters"
+                },
+                "entity_id": {
+                    "type": "string",
+                    "description": "Entity id from portfolio_entities"
+                },
                 "since": {
                     "type": "string",
-                    "description": "Meetings that started on or after this day (YYYY-MM-DD, UTC)"
+                    "description": "Trades on or after this YYYY-MM-DD day; 90 days before until when omitted"
+                },
+                "until": {
+                    "type": "string",
+                    "description": "Trades on or before this YYYY-MM-DD day; today when omitted"
+                },
+                "type": {
+                    "type": "string",
+                    "enum": [
+                        "buy",
+                        "sell",
+                        "contribution",
+                        "distribution",
+                        "capital_call",
+                        "income",
+                        "fee",
+                        "all"
+                    ],
+                    "default": "all",
+                    "description": "Only transactions of this type"
+                }
+            },
+            "required": [
+                "connection_id",
+                "entity_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "limit": 25,
+            "entity_id": "1001",
+            "type": "capital_call",
+            "since": "2026-10-01"
+        }
+    },
+    {
+        "name": "practice_appointments",
+        "method": "POST",
+        "path": "/v1/tools/practice/appointments",
+        "paid": true,
+        "readOnly": true,
+        "title": "Practice appointments",
+        "description": "Read the practice schedule, patient and provider ids, times, operatory, type, confirmation and status. Required start and end instants must be at most 31 days apart. Related names may be null. Follow next_cursor even on empty filtered pages. Read Dentrix, Eaglesoft, Open Dental, Curve, Denticon, athenaOne, eClinicalWorks or Epic. Read-only; answered inline and never stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The practice connection id from GET /v1/connections."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor with unchanged filters."
+                },
+                "starts_after": {
+                    "type": "string",
+                    "format": "date-time",
+                    "description": "Inclusive start instant with timezone."
+                },
+                "starts_before": {
+                    "type": "string",
+                    "format": "date-time",
+                    "description": "Exclusive end instant with timezone."
+                },
+                "patient_id": {
+                    "type": "string",
+                    "description": "The system record id."
+                },
+                "provider_id": {
+                    "type": "string",
+                    "description": "The system record id."
+                },
+                "status": {
+                    "type": "string",
+                    "enum": [
+                        "booked",
+                        "confirmed",
+                        "cancelled",
+                        "no_show",
+                        "completed",
+                        "all"
+                    ],
+                    "default": "all"
+                }
+            },
+            "required": [
+                "connection_id",
+                "starts_after",
+                "starts_before"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "limit": 25,
+            "starts_after": "2026-11-05T00:00:00Z",
+            "starts_before": "2026-11-06T00:00:00Z"
+        }
+    },
+    {
+        "name": "practice_openings",
+        "method": "POST",
+        "path": "/v1/tools/practice/openings",
+        "paid": true,
+        "readOnly": true,
+        "title": "Practice openings",
+        "description": "Find available appointment slots by provider and appointment type in a required window of at most 14 days. Without either filter, page through the practice providers; Epic needs patient_id and a service type. Related names may be null. Read Dentrix, Eaglesoft, Open Dental, Curve, Denticon, athenaOne, eClinicalWorks or Epic. Read-only; answered inline and never stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The practice connection id from GET /v1/connections."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor with unchanged filters."
+                },
+                "starts_after": {
+                    "type": "string",
+                    "format": "date-time",
+                    "description": "Inclusive start instant with timezone."
+                },
+                "starts_before": {
+                    "type": "string",
+                    "format": "date-time",
+                    "description": "Exclusive end instant with timezone."
+                },
+                "provider_id": {
+                    "type": "string",
+                    "description": "The system record id."
+                },
+                "appointment_type_id": {
+                    "type": "string",
+                    "description": "The system record id; on Epic a service type code, or system|code."
+                },
+                "patient_id": {
+                    "type": "string",
+                    "description": "Required on Epic: the patient the openings are for."
+                }
+            },
+            "required": [
+                "connection_id",
+                "starts_after",
+                "starts_before"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "limit": 25,
+            "starts_after": "2026-11-05T00:00:00Z",
+            "starts_before": "2026-11-06T00:00:00Z"
+        }
+    },
+    {
+        "name": "practice_patients",
+        "method": "POST",
+        "path": "/v1/tools/practice/patients",
+        "paid": true,
+        "readOnly": true,
+        "title": "Practice patients",
+        "description": "Find patients by name, email, phone or id, updated time and overdue recall. Patient pages contain at most one patient to read recalls within the call limit. Follow next_cursor even on empty pages. Last visit and next appointment are null when unavailable. Read Dentrix, Eaglesoft, Open Dental, Curve, Denticon, athenaOne, eClinicalWorks or Epic. Read-only; answered inline and never stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The practice connection id from GET /v1/connections."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor with unchanged filters."
                 },
                 "query": {
                     "type": "string",
-                    "description": "Meetings whose title, or a participant's name or email, contains this text (any case)"
+                    "description": "Patient name, email or phone."
+                },
+                "patient_id": {
+                    "type": "string",
+                    "description": "The system record id."
+                },
+                "updated_since": {
+                    "type": "string",
+                    "format": "date-time"
+                },
+                "due_for_recall": {
+                    "type": "boolean",
+                    "default": false,
+                    "description": "Only patients whose earliest recall is due before today (UTC)."
+                }
+            },
+            "required": [
+                "connection_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "limit": 25
+        }
+    },
+    {
+        "name": "practice_providers",
+        "method": "POST",
+        "path": "/v1/tools/practice/providers",
+        "paid": true,
+        "readOnly": true,
+        "title": "Practice providers",
+        "description": "Find practice providers by name, with specialty, bookability at the connected location and appointment types and durations. Read Dentrix, Eaglesoft, Open Dental, Curve, Denticon, athenaOne, eClinicalWorks or Epic. Read-only; answered inline and never stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The practice connection id from GET /v1/connections."
                 },
                 "limit": {
                     "type": "integer",
-                    "description": "Meetings per page, 1 to 100 (default 25)"
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
                 },
                 "cursor": {
                     "type": "string",
-                    "description": "The next_cursor of the previous page"
+                    "description": "Opaque next_cursor with unchanged filters."
+                },
+                "query": {
+                    "type": "string"
                 }
             },
             "required": [
@@ -5442,9 +6417,65 @@ export const ROUTE_MANIFEST = [
             ]
         },
         "example": {
-            "connection_id": "6f1c2d3e-4b5a-4c6d-8e7f-9a0b1c2d3e4f",
-            "since": "2026-10-01",
-            "query": "client",
+            "connection_id": "11111111-1111-4111-8111-111111111111",
+            "limit": 25
+        }
+    },
+    {
+        "name": "practice_treatment_plans",
+        "method": "POST",
+        "path": "/v1/tools/practice/treatment-plans",
+        "paid": true,
+        "readOnly": true,
+        "title": "Practice treatment plans",
+        "description": "Read treatment plans and their procedures by patient, status, update time or plan id. Dates are the plan update time and procedure start and end dates, never diagnosis dates. Financing approval and remaining insurance benefits are unavailable. Follow next_cursor even on empty filtered pages. Read-only; answered inline and never stored. Paid per read. Call oneshot_connections_list first and pick the connection_id by system and account_label.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "connection_id": {
+                    "type": "string",
+                    "description": "The practice connection id from GET /v1/connections."
+                },
+                "limit": {
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 100,
+                    "default": 25
+                },
+                "cursor": {
+                    "type": "string",
+                    "description": "Opaque next_cursor with unchanged filters."
+                },
+                "patient_id": {
+                    "type": "string",
+                    "description": "The system patient id."
+                },
+                "status": {
+                    "type": "string",
+                    "enum": [
+                        "not_applicable",
+                        "proposed",
+                        "accepted",
+                        "rejected",
+                        "completed"
+                    ]
+                },
+                "updated_since": {
+                    "type": "string",
+                    "format": "date-time",
+                    "description": "Inclusive plan update time, not a diagnosis date."
+                },
+                "plan_id": {
+                    "type": "string",
+                    "description": "Read one plan by its system id; other filters still apply."
+                }
+            },
+            "required": [
+                "connection_id"
+            ]
+        },
+        "example": {
+            "connection_id": "11111111-1111-4111-8111-111111111111",
             "limit": 25
         }
     },
@@ -6224,6 +7255,52 @@ export const ROUTE_MANIFEST = [
             "address_zip": "94107"
         }
     },
+    {
+        "name": "company_visa_sponsorship",
+        "method": "POST",
+        "path": "/v1/tools/lookup/company-visa-sponsorship",
+        "paid": true,
+        "readOnly": true,
+        "title": "Visa Sponsorship",
+        "description": "Look up whether a US employer sponsors foreign workers, by employer name or FEIN: its H-1B, H-1B1 and E-3 labor condition applications and PERM labor certifications as decided by the Department of Labor, with job titles, SOC codes, worksites, offered and prevailing wages, case status and decision dates, and counts by fiscal year, program, visa class and status. For example, “Does Airbus Americas sponsor H-1B workers, for which jobs and at what wages?” or “List the PERM certifications the employer with FEIN 13-3243459 obtained”, where market_federal_labor_rates prices federal contract labor and says nothing about sponsorship. Quarterly OFLC disclosure files, cumulative for the federal fiscal year and posted five to six weeks after each quarter: every H-1B, H-1B1 and E-3 labor condition application (LCA) and every PERM labor certification decided through the quarter of each loaded file, one record per case with its latest decision. The current quarter’s decisions arrive with the next file. Attorney, agent and employer contact names, emails, phones and street addresses are excluded.",
+        "inputSchema": {
+            "type": "object",
+            "properties": {
+                "employer_name": {
+                    "type": "string",
+                    "description": "Employer name as filed; case, punctuation and a trailing legal suffix are ignored. Supply either employer_name or fein"
+                },
+                "fein": {
+                    "type": "string",
+                    "description": "Employer identification number, NN-NNNNNNN. Supply either fein or employer_name"
+                },
+                "program": {
+                    "type": "string",
+                    "description": "LCA (H-1B, H-1B1, E-3 labor condition applications) or PERM (permanent labor certifications)"
+                },
+                "fiscal_year": {
+                    "type": "integer",
+                    "description": "Federal fiscal year of the decision, such as 2026"
+                },
+                "state": {
+                    "type": "string",
+                    "description": "Two-letter worksite state"
+                },
+                "limit": {
+                    "type": "integer",
+                    "description": "Page size, 1-100, default 25"
+                },
+                "offset": {
+                    "type": "integer",
+                    "description": "Filings to skip, 0-10000, default 0"
+                }
+            },
+            "required": []
+        },
+        "example": {
+            "fein": "13-3243459"
+        }
+    },
     {
         "name": "watch",
         "method": "POST",