Tools (8)
| Tool | Access | What it does | Serves |
|---|---|---|---|
get_meeting_context | Read | Resolve a meeting to its household, attendees and type. | 1 agent tool |
get_crm_history | Read | Contacts, life events, notes, tasks and prior meeting summaries. | 1 agent tool |
get_household_snapshot | Read | Balances, allocation vs targets and performance. | 1 agent tool |
get_insights | Read | Latest planning and peer-agent insight records. | 1 agent tool |
publish_brief | Writes | Attach a brief to the meeting record and notify the advisor. | 1 agent tool |
get_onboarding_case | Read | Onboarding case with parties, roles and intended accounts. | 1 agent tool |
generate_forms | Writes | Prefill approved onboarding forms. | 1 agent tool |
request_signoff | Reads & writes | Create or query attestation, compliance and ops review tasks. | 1 agent tool |
Overview
Advisor-side system of record for meeting prep and onboarding agents.
Backing systems
- Wealth CRM
- Financial planning platform
- Onboarding platform
- Calendar
Security & data
Entitlement scope per attendee and advisor; briefs never include data the advisor cannot see.
Build & deploy
Wrap CRM (e.g. Salesforce FSC style) and planning platform APIs.
Packaged as a container alongside the agents that use it; deployed into the licensee's environment.