Headstart Health

Search Headstart Knowledge

Search governed Halo knowledge notes, uploaded files, and Library documents available through Headstart MCP.

Fetch Headstart Knowledge

Fetch one governed Halo knowledge item by id. Content may be truncated and marked in metadata.

Headstart Tool Catalog

Use this first after authentication. Lists the read-only Headstart MCP capabilities available to the authenticated employee, including executable tools, required permissions, source systems, PHI/export risk, routing guidance, and instructions for ChatGPT Sites/Codex dashboards to fetch live data through the MCP runtime gateway instead of embedding stale MCP output.

Lookup Provider Practice

Answer which practice a provider belongs to. Use for questions like "what is Savannah's practice?". Returns backend provider identity plus allowlisted Salesforce Provider Profile and Business Profile fields.

Get Client Authorization Status

Get compact authorization status for a named client. Use for questions like "give me authorization for Atticus". Asks the admin to clarify when multiple clients match.

Get Open Rbt Requests For Provider Practice

List open RBT requests for a named provider by resolving their practice first. Use when an admin asks what RBT requests a provider has open, active, or in progress. Returns compact request fields and asks for clarification when provider names are ambiguous.

Get Rbt Request Status

Get compact RBT request status from a request ID, friendly ID, or client/request search text. Returns candidate counts, funnel/status fields, assigned RBT metadata, dates, and source IDs.

Get Practice Roster Summary

Summarize active and intake clients for a named practice. Use for roster questions and capped practice client lists.

Get Intake Readiness Status

Get intake readiness, VOB/referral, assessment, and provider action-item status from allowlisted Opportunity fields. Use for questions about whether a client or practice is ready for intake/authorization next steps.

Find Expiring Authorizations By Practice

List clients of a named practice whose treatment authorizations are expiring soon. Sorted by expiration date ascending. Returns allowlisted authorization fields only.

Get Recent Claims For Entity

Resolve a free-form admin claims request to the safest scoped data source. Use this before generic claims_search for questions like "get claims for Savannah", "5 most recent claims for this user", "claims by Atticus", or "claims for Brick Road". It first resolves provider names to backend provider user IDs and provider-scoped claims. If the text looks like a client/claim search, it runs a bounded claims keyword search. If the text appears to be a practice, it asks for provider/client scope inste

Get Provider Utilization Summary

Find provider roster utilization for an admin question like "Find utilization for Savannah Smith", "client utilization for this provider", or "how is this provider doing against auth hours". This resolves the provider through Salesforce practice data, then uses the backend active client roster utilization path. Use this before generic Headstart data explorer calls for provider utilization questions.

Get Provider Practice Authorization Roster

Resolve a provider to their Salesforce practice, then list that practice roster with authorization summary rows. Use for questions like "what practice is Savannah Smith and name her clients and authorizations". This is the Salesforce-first skill for combined provider-practice-client-authorization questions.

Get Provider Portal Snapshot

Resolve a provider and fetch a compact provider-portal snapshot from existing backend services. Use this for broad provider questions about clients, statuses, roster, auth expirations, direct care, supervision, cancellations, parent training, intake assessments/treatments/documents, RBT requests, credentialing, billing, or claims. It resolves the provider once, then fetches the requested sections sequentially from existing backend/data-explorer read paths instead of requiring one endpoint per qu

Get Salesforce Client Snapshot

Get a bounded Salesforce client snapshot from Opportunity, linked Lead, and Authorization__c rows. Use for client/provider questions about intake status, VOB, assessments, treatment plan, treatment authorization, payer/auth hours, and source Salesforce records. Provide at least one client, provider, or practice lookup scope; use sections to request only the data needed. For broad Salesforce schema discovery, record search/querying, reports, or linked file question answering, use describe_salesfo

Get Salesforce Client Communications

Get a bounded Salesforce client communication timeline from Aircall call logs and SMS Tasks. Use for questions about recent client calls, Aircall AI summaries, key topics, sentiment, and SMS messages. The backend accepts a Salesforce Task, Aircall log, Lead, or Opportunity URL/ID, or resolves by client name, and never returns raw call recording URLs.

Get Operational Data Context

Fetch a scoped operational context bundle across Salesforce, Aloha, and claims without creating a one-off endpoint per question. Use this when an admin asks a cross-source or flexible data question such as client daily hours for a date range, appointments plus authorization, NPI/scheduling plus client status, or claims plus Aloha sessions. For Salesforce-only schema discovery, record search/querying, reports, or linked file question answering, use the generalized Salesforce MCP tools instead. Th

Describe Salesforce Schema

Discover allowlisted Salesforce schema for generalized MCP reads. Use before querying when you need object names, field API names, relationships, picklists, report/admin objects, or file objects. This is read-only and does not expose arbitrary Salesforce metadata mutations.

Search Salesforce Records

Search allowlisted Salesforce records by name, ID, URL fragment, email, phone, or free text using read-only SOSL. Use this to resolve a client, provider, practice, authorization, task, or related record before running structured reads.

Query Salesforce Records

Run admin-only read-only structured Salesforce reads without accepting raw SOQL. Use this for generalized Salesforce questions that need fields, typed filters, ordering, counts/top-N, batched reads, reports, or CSM/provider/practice rosters. The backend validates allowlisted objects and fields, builds bounded SOQL server-side, and rejects writes. For dashboards or more than 100 records (including Aircall), set paginate=true and omit orderBy. Repeat the same query with afterId=nextAfterId until n

Get Salesforce Record Files

List files linked to a Salesforce record and, when a question is present, read supported PDFs, images, Office documents, spreadsheets, and text files server-side to answer from the file. Use for VOB screenshots, treatment plans, PDFs, spreadsheets, and Salesforce ContentDocument/ContentVersion questions. The tool returns concise evidence and never returns raw file bytes, base64, raw download URLs, or full extracted document text.

Query Chat History

Read compact Headstart portal/admin chat history from the database for admin workflow questions. Use for newest unanswered channel messages, assigned chats, unassigned chats, channel-specific unread/open messages, and provider/client chat lookups. For full-history, broad-theme, or export-style requests, continue calling with nextCursor until hasMore is false. ChatGPT personalization may supply provider or client hints, but this tool only uses explicit structured arguments plus the authenticated

Query Headstart Data Explorer

Read Headstart admin data explorer APIs for internal customer-success, billing, Aloha, Candid, BigQuery, and user lookups. Use this for operational questions that are not Salesforce-specific; Salesforce-only questions should use describe_salesforce_schema, search_salesforce_records, query_salesforce_records, or get_salesforce_record_files. The backend only allows documented read-only operations, caps result sizes, parameterizes database-backed lookups, validates sort/filter enums, and validates