cfsalestools

List my accounts

Returns the customer accounts owned by the calling SE. Use this to look up an account_id by name before calling add_account_note or list_account_notes.

Add a note to an account

Appends a new note to the named account, visible alongside SE-authored notes in the cfsalestools UI. Use this for call summaries, observations, customer pushback, drafts of customer-facing content (email replies, doc outlines) — anything you would otherwise put in a local Markdown file. Body is Markdown; headings, lists, bold, and italic are rendered in the editor. Title becomes the note name in the list view. Set `kind` so the UI can filter and the timeline can label the entry.

List notes for an account

Returns the most recent notes attached to an account, including notes you (the agent) wrote previously and notes the SE wrote in the cfsalestools UI. Bodies are returned as Markdown for direct consumption. Use this to load context before answering questions about an account.

Update an agent-authored note

Replaces the body of a note the agent previously created with `add_account_note`. Use this to iterate on a draft as it evolves — typically when refining a customer-facing draft email or extending a research note — without spamming the notes list with duplicates. The existing body is fully overwritten; partial edits are not supported in v1. Refuses to update SE-authored notes (source != 'agent'); edit those in the cfsalestools UI directly. To find a note_id, call `list_account_notes` first.

Search my accounts by name or domain

Substring search across the calling SE's accounts. Matches account name, customer name, and customer domain (case-insensitive). Use this when the agent knows a partial name like "acme" and needs the account_id, instead of paging through list_my_accounts.

Create a new customer account

Creates a customer account owned by the calling SE. Mirrors the in-app create flow: spins up an initial thread and dispatches the background research workflow. Use this when the SE mentions an account that does not yet exist in cfsalestools. Returns the new account_id.

List commitments for an account

Returns commitments (action items) attached to an account, ordered with open items first then by priority. Commitments are the SE's tracked follow-ups: things owed to the customer, things waiting on others, things to close out before the next call. Filter by status to focus on open work.

Add a commitment to an account

Creates a new open commitment on the account. Use this for follow-ups the SE owes the customer, items waiting on the customer or AE, or any tracked action surfaced from a call or note. `assignee` controls which "My commitments" / "Waiting on" bucket the item lands in.

Mark a commitment as done

Flips a commitment to status="completed" and stamps completed_at. Use this when the SE confirms the follow-up is finished, or when the agent has just executed the action itself. No-op if already completed.

Add a structured document to an account

Stores a structured document as a cfsalestools File on the named account, where it is visible to the SE and account team. Use this for research write-ups, pitch decks, discovery summaries — anything long-form that should live as a file rather than an inline note. Body is markdown: `#` / `##` / `###` headings, pipe tables, bullets, bold, italic, inline code, and links are rendered as native Word structures. When opened in Google Drive the file converts to a native Google Doc with a working outlin

List documents for an account

Returns documents stored as cfsalestools Files for an account — agent-generated docs by default, optionally including SE-uploaded files. Use this to find a `document_id` before calling `update_account_document` or `delete_account_document`, or to load context about what's already been written for an account. Distinct from `drive_search`, which searches the SE's Google Drive.

Update an agent-authored document

Replaces the body of a document the agent previously created with `add_account_document`. Regenerates the .docx in place — same file ID, same name, same cfsalestools Files row. Refuses if the document has already been exported to Google Drive (edit it in Drive directly in that case). Only works on `source='agent'` files; will not touch SE uploads or Drive syncs. This tool writes to cfsalestools' own file store — it is unrelated to the read-only `drive_*` / `docs_*` tools.

Delete an agent-authored document

Permanently removes a document the agent previously created with `add_account_document` — deletes the R2 object, the cfsalestools Files row, and any associated vector embeddings. Only works on `source='agent'` files; the agent cannot delete SE-uploaded files or Drive syncs through this tool. This is a hard delete and cannot be undone.