Description

Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.

Website Preview

Screenshot of Findash website

App Screenshots

Findash screenshot

Capabilities

No special capabilities listed

AI Agent Discovery

Findash is indexed by Tedix as a structured business & analytics listing for AI assistants, search crawlers, and users comparing agent-ready apps.

  • Findash is categorized as Business & Analytics.
  • Developer: FinDash, Inc.
  • Connector type: AI-Powered App.
  • Current connector status: Connected.
  • Observed distribution channels: chatgpt.
  • Available regions: US, FR, GB, ES, KR, IN.

Use this page to understand whether Findash is relevant for business & analytics workflows in AI assistants.

For MCP discovery, this listing helps crawlers connect Findash to tool, resource, prompt, and server-health signals instead of treating it as a generic directory entry.

The canonical Tedix directory URL is https://tedix.dev/apps/findash/.

Crawlable Profile

Source and availability

Tedix identifies Findash from Upstream Mcp tool source; Store sources: ChatGPT app store; Distribution: Ecosystem Directory. Availability is reported for US, FR, GB, ES, KR, IN.

Auth, tools, and actions

Authentication: Requires Login. No special capability flags are currently listed. Current MCP inventory reports 165 tools, 0 resources, and 4 prompts.

  • List Accessible Entities · Read-only action

    Use this tool to list entities across accounts the current actor can edit, with optional type and name filters.

  • List Accessible Users · Read-only action

    Use this tool to list users/accounts the current actor can access, with optional filters for relationship, location, net worth, and access type.

  • Get Client Account Ownership/Beneficiaries · Read-only action

    Use this tool to return the full ownership and beneficiary designation for one existing account, including ownershipType, owners, trust/entity owner fields, nested entityOwners, and include/exclude net-worth flags.

  • Upsert Client Account Ownership/Beneficiaries · App action

    Use this tool to create or update ownership/beneficiary designations for an existing account (manual, plaid, or custodial). This writes the Net Worth/Estate ownership structure in client account ownership records and can auto-create linked trust/entity profile records in client entity records when owners reference them. If owners are omitted, the tool preserves the current owners when possible so beneficiary-only updates work.

  • Update Client Account Tags · App action

    Use this tool to add/remove/set/clear firm tags on a client account and sync the account tag copies used by the firm roster.

  • Create Client Account · App action

    Use this tool to create a Findash client account for a person or organization, or link an already-shared existing account when confirmExistingAccount=true. This creates or reuses one linked CRM contact for the client account and refuses ambiguous contact-only duplicates.

  • List Client Accounts · Read-only action

    Use this tool to list full firm client accounts from clientAccounts with relationship/status/advisor/location/tag filters.

  • Delete Client Investment Asset Class Override · High-impact write action

    Use this tool to delete a household or firm investment asset-class override by override id, security id, or ticker/canonical key.

Plus 157 additional actions in the full tool inventory.

Verification freshness

  • Catalog synced 11h ago (June 6, 2026)
  • Connector checked 5d ago (June 1, 2026)
  • MCP scanned 5d ago (June 1, 2026)
  • Website enriched May 28, 2026
  • Directory updated 11h ago (June 6, 2026)

Alternatives and related apps

Comparable apps in Business & Analytics include 4Degrees, AI Clarity Method, AWeber, Abacor.

Publisher Intelligence

Insights and recommendations for app publishers. See how your app performs and how to improve discoverability.

Server Status Findash v2.0.3

165
Tools
0
Resources
4
Prompts
https://findash.ai/api/ai/mcp

Last checked: 5d ago

Technical Details
Connection Latency 4.8s
30-Day Uptime 75.0%

Tools(165)

Showing 165 of 165 tools

Sorted by toolName
ToolDescriptionFlagsTestLast Tested
accessible_entities_list
Use this tool to list entities across accounts the current actor can edit, with optional type and name filters.
read-only
0%Latency 2.3s
4d ago
accessible_users_list
Use this tool to list users/accounts the current actor can access, with optional filters for relationship, location, net worth, and access type.
read-only
0%Latency 290ms
4d ago
client_account_ownership_get
Use this tool to return the full ownership and beneficiary designation for one existing account, including ownershipType, owners, trust/entity owner fields, nested entityOwners, and include/exclude net-worth flags.
read-only
0%Latency 299ms
4d ago
client_account_ownership_upsert
Use this tool to create or update ownership/beneficiary designations for an existing account (manual, plaid, or custodial). This writes the Net Worth/Estate ownership structure in client account ownership records and can auto-create linked trust/entity profile records in client entity records when owners reference them. If owners are omitted, the tool preserves the current owners when possible so beneficiary-only updates work.—
0%Latency 263ms
4d ago
client_account_tags_update
Use this tool to add/remove/set/clear firm tags on a client account and sync the account tag copies used by the firm roster.—
0%Latency 279ms
4d ago
client_accounts_create
Use this tool to create a Findash client account for a person or organization, or link an already-shared existing account when confirmExistingAccount=true. This creates or reuses one linked CRM contact for the client account and refuses ambiguous contact-only duplicates.—
0%Latency 284ms
4d ago
client_accounts_list
Use this tool to list full firm client accounts from clientAccounts with relationship/status/advisor/location/tag filters.
read-only
0%Latency 263ms
4d ago
client_asset_class_override_delete
Use this tool to delete a household or firm investment asset-class override by override id, security id, or ticker/canonical key.
destructive
0%Latency 312ms
4d ago
client_asset_class_override_upsert
Use this tool to create or update an investment asset-class override for a matched holding/security. This changes classification only; it does not replace holdings or alter account balances.—
0%Latency 287ms
4d ago
client_brief_get
Use this tool to fetch an aggregated client brief (profile, note previews, tasks, opportunities, workflows, transcript matches) in one call.
read-only
0%Latency 301ms
4d ago
client_cashflow_forecast_get
Use this tool to project monthly cash flow over N months from a manual cash flow planning scenario.
read-only
0%Latency 323ms
4d ago
client_cashflow_item_delete
Use this tool to delete one income/expense/savings item from a scenario group for future cash flow planning.
destructive
0%Latency 283ms
4d ago
client_cashflow_item_upsert
Use this tool to create or update one income/expense/savings item inside a scenario/group for future cash flow planning.—
0%Latency 282ms
4d ago
client_cashflow_scenario_delete
Use this tool to delete a manual cash flow scenario by scenarioId or exact scenarioName (auto-promotes a new default if needed).
destructive
0%Latency 306ms
4d ago
client_cashflow_scenario_get
Use this tool to fetch one manual cash flow planning scenario (or default) with groups, items, and totals.
read-only
0%Latency 287ms
4d ago
client_cashflow_scenario_upsert
Use this tool to create or update a manual cash flow scenario (future cash flow plan model) for a resolved client account.—
0%Latency 353ms
4d ago
client_cashflow_scenarios_list
Use this tool to list manual cash flow planning scenarios (future plan models) for a resolved client account.
read-only
0%Latency 274ms
4d ago
client_cashflow_summary_get
Use this tool to compute income/expense/net totals, trend, and monthly rollups from transactions using Cash Flow page rules.
read-only
0%Latency 272ms
4d ago
client_document_binary_get
Use this tool to return a base64 chunk of one client document so app clients can process bytes directly.
read-only
0%Latency 302ms
4d ago
client_document_download_url_get
Use this tool to get a signed or stored download URL for one client document.
read-only
0%Latency 279ms
4d ago
client_document_get
Use this tool to fetch one client document metadata record by documentRefId/documentId.
read-only
0%Latency 282ms
4d ago
client_document_text_get
Use this tool to extract text from one client document (PDF/text/json/csv/xml/html) with chunking.
read-only
0%Latency 278ms
4d ago
client_document_update
Use this tool to rename document title and optionally update Vault folder (category) and subfolder (documentType) metadata.—
0%Latency 299ms
4d ago
client_document_upload
Use this tool to upload a document/file into a client vault/documents collection and set category/subfolder metadata.—
0%Latency 296ms
4d ago
client_documents_list
Use this tool to list client vault/documents metadata for a resolved client with optional signed URLs.
read-only
0%Latency 262ms
4d ago
client_email_message_get
Use this tool to fetch one email message by grantId/messageId, including full body and headers. Uses archive cache first and can refresh live from Nylas.
read-only
0%Latency 310ms
4d ago
client_email_messages_list
Use this tool to list recent emails involving a client account or contact-only CRM record. Uses indexed email first and can optionally refresh from Nylas for freshness.
read-only
0%Latency 282ms
4d ago
client_email_thread_messages_list
Use this tool to list indexed metadata rows for one email thread by grantId/threadId across accessible mailboxes.
read-only
0%Latency 273ms
4d ago
client_entities_list
Use this tool to list Business Entities & Trusts profile records stored in client entity records. This powers the Profile/Estate Business Entities & Trusts UI, not net-worth manual accounts.
read-only
0%Latency 277ms
4d ago
client_entity_delete
Use this tool to delete or soft-delete one Business Entities & Trusts profile record from client entity records.
destructive
0%Latency 265ms
4d ago
client_entity_document_extract_get
Use this tool to inspect one client document for previously extracted entity/trust metadata and return the most relevant next extraction hint.
read-only
0%Latency 511ms
3d ago
client_entity_get
Use this tool to fetch one Business Entities & Trusts profile record from client entity records. Use this for trusts, LLCs, LPs, corporations, and similar profile records.
read-only
0%Latency 403ms
3d ago
client_entity_upsert
Use this tool to create or update one Business Entities & Trusts profile record in client entity records. Use this for trusts, LLCs, LPs, corporations, and similar profile records shown in the Profile/Estate UI. Do not use client_manual_account_upsert for this.—
0%Latency 398ms
3d ago
client_estate_summary_get
Use this tool to return a high-level estate summary with net worth, beneficiary count, missing core documents, and entity/trust counts.
read-only
0%Latency 595ms
3d ago
client_family_member_contact_methods_delete
Use this tool to remove one or all emails, phones, or addresses from a family member and resync primary legacy fields.
destructive
0%Latency 404ms
3d ago
client_family_member_contact_methods_upsert
Use this tool to add or replace emails, phones, and addresses for one family member in client workspace records/{memberId}, while keeping primary legacy fields like email, phone, address, city, state, and zipCode in sync.—
0%Latency 193ms
May 29, 2026
client_family_member_delete
Use this tool to delete (or soft-delete) a family member record from client profile.
destructive
0%Latency 222ms
May 29, 2026
client_family_member_upsert
Use this tool to create/update a family member record in client profile. For multiple family-member emails, phones, or addresses, use client_family_member_contact_methods_upsert.—
0%Latency 239ms
May 29, 2026
client_financial_snapshot_get
Use this tool to compute client net worth and investment positions from all account sources (Plaid, manual, custodial) with ownership-adjusted totals.
read-only
0%Latency 218ms
May 29, 2026
client_goal_delete
Use this tool to delete one financial goal by id from client financial goals and remove it from customOrder.
destructive
0%Latency 222ms
May 29, 2026
client_goal_upsert
Use this tool to create or update one financial goal in client financial goals (preserves full goalConfig fields).—
0%Latency 228ms
May 29, 2026
client_goals_list
Use this tool to list financial goals (including scenario-specific goals) from client financial goals.
read-only
0%Latency 203ms
May 29, 2026
client_insurance_policies_list
Use this tool to list insurance policy records from client documents/vault with coverage, cash value, premium, and policy metadata.
read-only
0%Latency 193ms
May 29, 2026
client_insurance_policy_delete
Use this tool to delete or soft-delete one insurance policy record (and optionally delete storage file).
destructive
0%Latency 224ms
May 29, 2026
client_insurance_policy_get
Use this tool to fetch one insurance policy record by policyRefId/policyId (aliases: documentRefId/documentId), including cash value and estate-treatment fields when present.
read-only
0%Latency 231ms
May 29, 2026
client_insurance_policy_upsert
Use this tool to create or update one insurance policy record (supports aliases and convenience policy fields, including cash value, policy loan balance, and estate tax treatment).—
0%Latency 260ms
May 29, 2026
client_insurance_summary_get
Use this tool to get insurance analysis summary and optional policy rollups for a resolved client account, including coverage, cash value, loan, and estate-includable death benefit totals.
read-only
0%Latency 233ms
May 29, 2026
client_investment_performance_get
Use this tool to summarize portfolio value, cost basis, gain/loss, and return percentage by investment account.
read-only
0%Latency 429ms
May 29, 2026
client_investment_positions_list
Use this tool to list merged investment positions across Plaid, manual, and custodial sources with account/security details, cost basis, and gain/loss metadata.
read-only
0%Latency 208ms
May 29, 2026
client_investment_transactions_list
Use this tool to list merged investment transactions across Plaid and custodial sources with deterministic pagination and source/account filters.
read-only
0%Latency 272ms
May 29, 2026
client_manual_account_delete
Use this tool to delete one manual net-worth account by accountId (or by name match).
destructive
0%Latency 218ms
May 29, 2026
client_manual_account_upsert
Use this tool to create or update a manual net-worth asset/liability account stored on the user doc manualAccounts array. When ownership fields are included, this tool can also sync estate ownership designations and auto-create/link the related trust/entity profile record in client entity records.—
0%Latency 265ms
May 29, 2026
client_manual_investment_account_delete
Use this tool to delete one manual investment account by accountId (or by name match) and remove its manualInvestmentHoldings records.
destructive
0%Latency 204ms
May 29, 2026
client_manual_investment_account_upsert
Use this tool to create or update a manual investment account and replace its detailed holdings in client manual investment holdings. This mirrors the manual investment account editor in the Investments UI and supports traditional assets, crypto, precious metals, and cash holdings.—
0%Latency 233ms
May 29, 2026
client_match_candidates
Use this tool to return ranked candidate matches for a client/person query with confidence and suggested references for follow-up tool calls.
read-only
0%Latency 204ms
May 29, 2026
client_meeting_fields_update
Use this tool to update meetingCadence and optionally lastMeetingDate for a client account or contact-only CRM record.—
0%Latency 201ms
May 29, 2026
client_meeting_history_add
Use this tool to append one meetingHistory entry for a client account or contact-only CRM record and optionally update lastMeetingDate.—
0%Latency 209ms
May 29, 2026
client_meeting_status_get
Use this tool to get meeting cadence, last meeting, upcoming meeting, and computed due/overdue status for a client account or contact-only CRM record.
read-only
0%Latency 206ms
May 29, 2026
client_net_worth_history_get
Use this tool to return current net worth plus historical net worth points from client net-worth history.
read-only
0%Latency 223ms
May 29, 2026
client_professional_contact_delete
Use this tool to delete one professional contact entry from client profile.
destructive
0%Latency 218ms
May 29, 2026
client_professional_contact_upsert
Use this tool to create/update a professional contact entry inside client profile (attorney, CPA, etc).—
0%Latency 223ms
May 29, 2026
client_profile_completeness_get
Use this tool to compute profile completeness for onboarding/planning fields with field-level missing/present output.
read-only
0%Latency 206ms
May 29, 2026
client_profile_contact_methods_delete
Use this tool to remove one or all primary-client Profile emails, phones, or addresses from profile data arrays and resync the primary legacy fields.
destructive
0%Latency 214ms
May 29, 2026
client_profile_contact_methods_upsert
Use this tool to add or replace primary-client Profile emails, phones, and addresses in profile email, phone, and address records, while keeping primary legacy fields like emailAddress, mobilePhone, address, city, state, and zipCode in sync.—
0%Latency 214ms
May 29, 2026
client_profile_get
Use this tool to get full client profile data (personal info, custom fields, professional contacts, family members, computed age/retirement metrics).
read-only
0%Latency 205ms
May 29, 2026
client_profile_update
Use this tool to update primary-client profile data, profile address records, non-standard custom profile fields, and optionally professionalContacts with merge and replace controls. Standard spouse/family-member fields must use client_family_member_upsert; net-worth assets/liabilities must use client_manual_account_upsert; planned income/expense facts must use client_cashflow_item_upsert.—
0%Latency 217ms
May 29, 2026
client_projection_summary_get
Use this tool to return high-level retirement simulation/projection fields including success probability and projected wealth.
read-only
0%Latency 224ms
May 29, 2026
client_relationship_history_get
Use this tool to read one client account relationship-history audit trail, including became-client/account-created milestones and status changes.
read-only
0%Latency 230ms
May 29, 2026
client_relationship_milestones_list
Use this tool to firm-wide search of relationship milestone dates across accessible client accounts, with aggregate counts by source/type/year. Defaults to became_client.
read-only
0%Latency 200ms
May 29, 2026
client_relationship_update
Use this tool to update relationship and active/inactive lifecycle for a client account and optionally contact record.—
0%Latency 200ms
May 29, 2026
client_resolve
Use this tool to resolve a person/client reference using name/email first, with optional IDs for ID-based workflows.
read-only
0%Latency 206ms
May 29, 2026
client_service_level_update
Use this tool to set or clear the firm service level/segment on a client account and optionally add new levels to firm settings.—
0%Latency 212ms
May 29, 2026
client_tax_summary_get
Use this tool to return the default client tax scenario summary from client tax scenarios.
read-only
0%Latency 197ms
May 29, 2026
client_timeline_get
Use this tool to build a chronological timeline of client note previews, tasks, opportunities, workflows, and transcript metadata.
read-only
0%Latency 229ms
May 29, 2026
client_transaction_exclude
Use this tool to exclude/include one transaction from budget tracking or add/remove exclusion rules for similar transactions.
destructive
0%Latency 207ms
May 29, 2026
client_transaction_recategorize
Use this tool to recategorize one transaction or create/update merchant/category mapping rules in default/manual cash flow scenario.—
0%Latency 222ms
May 29, 2026
client_transactions_list
Use this tool to list historical transactions for a resolved client account with Cash Flow-aligned filtering and classification.
read-only
0%Latency 232ms
May 29, 2026
client_vault_categories_list
Use this tool to list the effective Vault folder/category taxonomy and document subtypes for a client/user account.
read-only
0%Latency 219ms
May 29, 2026
client_vault_category_delete
Use this tool to delete a custom Vault folder/category or hide a default one; optionally migrate documents first.
destructive
0%Latency 206ms
May 29, 2026
client_vault_category_upsert
Use this tool to create or update a Vault folder/category in the persisted vault config for a client/user account.—
0%Latency 193ms
May 29, 2026
client_vault_document_type_delete
Use this tool to delete a Vault document subtype/subfolder; optionally migrate documents first.
destructive
0%Latency 259ms
May 29, 2026
client_vault_document_type_upsert
Use this tool to create or update a Vault document subtype/subfolder inside an existing category.—
0%Latency 242ms
May 29, 2026
clients_meeting_due_list
Use this tool to list full client accounts and optional contact-only CRM records with computed meeting due and overdue status.
read-only
0%Latency 188ms
May 29, 2026
contact_get
Use this tool to get one contact profile by contactId, clientId, email, or external reference.
read-only
0%Latency 203ms
May 29, 2026
contact_merge_candidates
Use this tool to find likely duplicate contacts by same email, phone, or name/company.
read-only
0%Latency 213ms
May 29, 2026
contact_merge_execute
Use this tool to merge duplicate contacts into one primary contact (with optional note migration and source soft-delete).
destructive
0%Latency 221ms
May 29, 2026
contact_methods_delete
Use this tool to remove one or all email/phone/address methods from a contact.
destructive
0%Latency 203ms
May 29, 2026
contact_methods_upsert
Use this tool to create/update typed contact methods (emails, phones, addresses) with merge and replace mode.—
0%Latency 201ms
May 29, 2026
contact_referral_get
Use this tool to get lead-source fields (lead source, legacy referredBy value, contact source) for a resolved contact/client.
read-only
0%Latency 229ms
May 29, 2026
contact_referral_update
Use this tool to update lead-source fields on contact and optionally linked client account profile.—
0%Latency 209ms
May 29, 2026
contact_tags_update
Use this tool to add/remove/set/clear tags on a contact.—
0%Latency 210ms
May 29, 2026
contacts_bulk_update
Use this tool to bulk update relationship/status/tags/referral/assignment fields across many contacts.—
0%Latency 199ms
May 29, 2026
contacts_delete
Use this tool to delete a contact by id/email/external ref (soft-delete default).
destructive
0%Latency 214ms
May 29, 2026
contacts_list
Use this tool to list firm contacts (contact-only and linked full accounts) with relationship/advisor/status/location/tag filters and optional expanded fields.
read-only
0%Latency 185ms
May 29, 2026
contacts_upsert
Use this tool to create or update a contact (match by contactId, clientId, email, query, or external reference).—
0%Latency 222ms
May 29, 2026
document_extract_result
Use this tool to return extraction output text for a completed async document extraction job.
read-only
0%Latency 200ms
May 29, 2026
document_extract_start
Use this tool to start async text extraction for one document and return a jobId for polling.—
0%Latency 201ms
May 29, 2026
document_extract_status
Use this tool to check async document extraction state by jobId.
read-only
0%Latency 379ms
May 29, 2026
findash_server_health_check
Use this tool to confirm that the Findash app server is reachable before running other Findash tools.
read-only
0%Latency 243ms
May 29, 2026
findash_session_identity_get
Use this tool to return the authenticated Findash user, organization, and app permission scope for the current session.
read-only
0%Latency 231ms
May 29, 2026
firm_assets_by_custodian_get
Use this tool to return a firm-level institution and custodian rollup from household account data.
read-only
0%Latency 237ms
May 29, 2026
firm_cash_by_client_list
Use this tool to list client households ranked by cash and uninvested cash balances.
read-only
0%Latency 241ms
May 29, 2026
firm_insurance_policies_list
Use this tool to search cross-client insurance policies by expiration, client, advisor, carrier, coverage, and premium fields.
read-only
0%Latency 254ms
May 29, 2026
firm_metrics_summary_get
Use this tool to return firm-level aggregate metrics, including net worth, cash, investable assets, assets under management, history, and holdings previews.
read-only
0%Latency 229ms
May 29, 2026
firm_positions_aggregate_list
Use this tool to list aggregated investment holdings across the firm.
read-only
0%Latency 236ms
May 29, 2026
household_get
Use this tool to get household/family members for a resolved client profile with relationship counts.
read-only
0%Latency 236ms
May 29, 2026
household_member_add
Use this tool to add a household/family member to a resolved client profile.—
0%Latency 229ms
May 29, 2026
household_member_remove
Use this tool to remove one household/family member from a resolved client profile.
destructive
0%Latency 246ms
May 29, 2026
household_member_role_update
Use this tool to update one household member relationship/role.—
0%Latency 220ms
May 29, 2026
knowledge_retrieve
Use this tool to run one cross-source retrieval pass (search and optional fetch details) across transcripts, notes, documents, tasks, and opportunities.
read-only
0%Latency 247ms
May 29, 2026
notes_create
Use this tool to write a note to a client account or a contact-only CRM record.—
0%Latency 221ms
May 29, 2026
notes_delete
Use this tool to delete a note by noteId for a client account or a contact-only CRM record (hard delete by default; optional soft delete).
destructive
0%Latency 241ms
May 29, 2026
notes_list
Use this tool to list notes for a client account or a contact-only CRM record. Returns preview content by default; request full content only when needed.
read-only
0%Latency 220ms
May 29, 2026
notes_update
Use this tool to update an existing note by noteId for a client account or a contact-only CRM record.—
0%Latency 270ms
May 29, 2026
notetaker_transcript_get
Use this tool to fetch a transcript for one AI Notetaker session (from Findash data or Storage). Long text transcripts are returned in chunks; use nextOffset as offset until nextOffset is null. If a client schema does not expose offset, use format="text;offset=N".
read-only
0%Latency 249ms
May 29, 2026
notetaker_transcripts_list
Use this tool to list firm AI Notetaker meeting transcripts (paginated). Returns meeting metadata and whether a transcript is available.
read-only
0%Latency 228ms
May 29, 2026
onboarding_flow_create
Use this tool to create a new organization onboarding flow.—
0%Latency 216ms
May 29, 2026
onboarding_flow_delete
Use this tool to delete one onboarding flow. Requires another flow to remain.
destructive
0%Latency 245ms
May 29, 2026
onboarding_flow_generate
Use this tool to generate a starter onboarding flow from a purpose and target audience.—
0%Latency 240ms
May 29, 2026
onboarding_flow_question_add
Use this tool to add one custom question to an onboarding flow.—
0%Latency 239ms
May 29, 2026
onboarding_flow_question_delete
Use this tool to delete one custom question from an onboarding flow.
destructive
0%Latency 239ms
May 29, 2026
onboarding_flow_question_update
Use this tool to update one custom question inside an onboarding flow.—
0%Latency 232ms
May 29, 2026
onboarding_flow_update
Use this tool to update an existing organization onboarding flow.—
0%Latency 264ms
May 29, 2026
onboarding_flows_list
Use this tool to list organization onboarding flows and question counts.
read-only
0%Latency 223ms
May 29, 2026
opportunities_create
Use this tool to create an opportunity (lead) in the firm pipeline with full opportunity fields.—
0%Latency 229ms
May 29, 2026
opportunities_list
Use this tool to list pipeline opportunities/leads with filters, velocity-ready fields, and pagination.
read-only
0%Latency 228ms
May 29, 2026
opportunities_metrics
Use this tool to compute opportunity velocity, revenue/AUM aggregates, and lead-source performance.
read-only
0%Latency 287ms
May 29, 2026
opportunity_delete
Use this tool to delete an opportunity (firm admin only; hard delete by default, optional soft delete).
destructive
0%Latency 229ms
May 29, 2026
opportunity_get
Use this tool to get one opportunity/lead by ID.
read-only
0%Latency 223ms
May 29, 2026
opportunity_update
Use this tool to update any editable opportunity fields (status, value, notes, owner, identifiers, dates).—
0%Latency 231ms
May 29, 2026
opportunity_update_stage
Use this tool to update opportunity pipeline stage/status (e.g. open, won, lost).—
0%Latency 239ms
May 29, 2026
org_context_get
Use this tool to return organization context (name/plan/timezone), optional counts, teams, and members.
read-only
0%Latency 248ms
May 29, 2026
recent_connected_emails_list
Use this tool to list recent emails across the authenticated user’s connected inboxes, with optional live Nylas refresh for freshness.
read-only
0%Latency 257ms
May 29, 2026
relationship_type_delete
Use this tool to delete a custom firm relationship value from organization settings (cannot delete Client/Prospect defaults).
destructive
0%Latency 227ms
May 29, 2026
relationship_type_upsert
Use this tool to create a new firm relationship value or rename an existing one in organization settings.—
0%Latency 234ms
May 29, 2026
relationship_types_list
Use this tool to list configured firm relationship values (Client/Prospect and custom values) from organization settings.
read-only
0%Latency 229ms
May 29, 2026
service_levels_list
Use this tool to list configured firm service levels/segments and optional usage counts from full client accounts.
read-only
0%Latency 235ms
May 29, 2026
tag_delete
Use this tool to delete a configured firm tag from organization settings.
destructive
0%Latency 232ms
May 29, 2026
tag_upsert
Use this tool to create a new firm tag or rename an existing one in organization settings.—
0%Latency 253ms
May 29, 2026
tags_list
Use this tool to list organization firm tags (configured tags and usage counts from contacts and full client accounts).
read-only
0%Latency 235ms
May 29, 2026
task_get
Use this tool to get one task with full details and optional comments (firm or personal scope).
read-only
0%Latency 241ms
May 29, 2026
task_route_resolve
Use this tool to preflight resolve task routing for scope, assignee/team, and optional client references before calling tasks_create. Defaults to personal scope for self-service users and firm scope for firm members.
read-only
0%Latency 264ms
May 29, 2026
tasks_complete
Use this tool to mark a task complete and optionally add a completion note (firm or personal scope).—
0%Latency 232ms
May 29, 2026
tasks_create
Use this tool to create a task. Defaults to personal tasks for self-service users and firm tasks for firm members.—
0%Latency 238ms
May 29, 2026
tasks_delete
Use this tool to delete a task (firm or personal scope). For firm tasks with subtasks, optional cascade/convert behavior.
destructive
0%Latency 238ms
May 29, 2026
tasks_list
Use this tool to list tasks with status/assignee/date filters and pagination (firm or personal scope).
read-only
0%Latency 246ms
May 29, 2026
tasks_update
Use this tool to update a task (firm or personal scope): assignment, dates, status, priority, fields.—
0%Latency 257ms
May 29, 2026
team_users_list
Use this tool to list team members in the current firm organization for assignment and routing.
read-only
0%Latency 245ms
May 29, 2026
teams_list
Use this tool to list firm teams/groups and member IDs (optionally expanded member records).
read-only
0%Latency 202ms
May 29, 2026
workflow_complete
Use this tool to mark every step in a workflow instance complete and finalize the workflow.
destructive
0%Latency 223ms
May 29, 2026
workflow_get
Use this tool to get one workflow instance with steps and optional linked tasks.
read-only
0%Latency 225ms
May 29, 2026
workflow_step_add
Use this tool to insert a new step into an existing workflow instance and optionally execute special step types immediately.
destructive
0%Latency 246ms
May 29, 2026
workflow_step_complete
Use this tool to mark a workflow step complete inside a workflow instance.—
0%Latency 211ms
May 29, 2026
workflow_step_delete
Use this tool to delete one step from a workflow instance and remove linked firm tasks.
destructive
0%Latency 198ms
May 29, 2026
workflow_step_revert
Use this tool to revert a completed workflow step back to to-do.—
0%Latency 210ms
May 29, 2026
workflow_step_update
Use this tool to update one workflow instance step fields/status/assignment/due date and sync linked firm tasks.
destructive
0%Latency 255ms
May 29, 2026
workflow_steps_list
Use this tool to list steps for a workflow instance, with optional linked task counts/details.
read-only
0%Latency 214ms
May 29, 2026
workflow_template_delete
Use this tool to delete one workflow template by templateId or templateName.
destructive
0%Latency 207ms
May 29, 2026
workflow_template_get
Use this tool to get one workflow template with optional full step schema.
read-only
0%Latency 227ms
May 29, 2026
workflow_template_upsert
Use this tool to create or update a workflow template with full step schema support.
destructive
0%Latency 194ms
May 29, 2026
workflow_templates_list
Use this tool to list workflow templates available in the firm for safe start/selection.
read-only
0%Latency 221ms
May 29, 2026
workflows_list
Use this tool to list workflow instances (active/completed/scheduled) with progress.
read-only
0%Latency 213ms
May 29, 2026
workflows_start
Use this tool to start a workflow instance from a template.—
0%Latency 187ms
May 29, 2026
workspace_record_get
Use this tool to retrieve one private Findash workspace record from a previous workspace search result.
read-only
0%Latency 213ms
May 29, 2026
workspace_records_search
Use this tool to search private Findash workspace records such as contacts, clients, tasks, opportunities, workflows, templates, and transcripts.
read-only
0%Latency 231ms
May 29, 2026

Discoverability Score

65

Fair

65 of 100 — how easily AI agents find your app

  • Description quality
    20/20
  • Example prompts
    0/20
  • Keyword coverage
    0/15
  • Tool metadata
    20/20
  • Visual assets
    13/20
  • Endpoint health
    10/10
  • Data freshness
    15/15

How to Improve

Add at least 2 example prompts. Prompt examples strongly improve app matching and click-through intent.

Increase keyword coverage (discovery + trigger) to improve retrieval for long-tail queries.

Add at least 2 screenshots that show real workflows to increase confidence and conversion.

Read the full discoverability guide →

Technical Details

Status
ENABLED
Type
AI-Powered App
Auth
Requires Login
Listed on
ChatGPT
Added
May 28, 2026
Last synced
11h ago
Last checked
5d ago
Version
2.0.3
Distribution
Ecosystem Directory

Related Apps in Business & Analytics

All app names, logos, and trademarks belong to their respective owners.