Zentility

Create Rate Check From Opportunity

Creates a new draft rate check from an existing opportunity. This tool automatically extracts the commodity type, state, and associated meters from the opportunity, eliminating the need to manually specify these parameters. Args: authTokenRef: Redis key reference to the user's authentication token. authToken: Direct authentication token (fallback if authTokenRef not provided). organizationId: Organization UUID (required). customerId: Customer ID (required, must be positive inte

Get Service Address Opportunity Dashboard

Get the opportunity dashboard for a specific service address (location). Use this tool when: - User asks about "this location" or "this service address" - You want opportunities for ONE specific service address only The dashboard includes: - Service address opportunities grouped by workflow (recommended, inProgress, other) - Aggregated metrics by group (total count, ARR, monthly trends) - Commodity breakdowns (natural gas vs electricity) - Annual usage and savings projections Args: authTo

Get Daily Day Ahead Pricing

Get daily day-ahead pricing data for specified ISO and zones with lookback period. Args: authTokenRef: Redis key reference to the user's authentication token. authToken: Direct authentication token (fallback if authTokenRef not provided). organizationId: Organization UUID to send as 'X-Organization-Id'. iso: ISO name (e.g., ERCOT, PJM, CAISO) - required. zones: Set of zone names to filter by - required. date: Target date in yyyy-MM-dd format (defaults to today if not pro

Get Organization Opportunity Dashboard

Get the opportunity dashboard for an entire organization, showing all procurement opportunities grouped by workflow status (Recommended, In Progress, Other Ideas). The dashboard includes: - All opportunities grouped by workflow (recommended, inProgress, other) - Aggregated metrics by group (total count, ARR, monthly trends) - Commodity breakdowns (natural gas vs electricity) - Annual usage and savings projections Args: authTokenRef: Redis key reference to the user's authentication token.

Get Lens

Get Legal Entity Names (LENs) from the portfolio. SORTING: You can sort by any lenMetrics field using the sort parameter. Available fields: serviceAddressCount, meterCount, activeRateCheckCount, natGasUsage, electricityUsage Format: "lenMetrics.{field},{direction}" where direction is "asc" or "desc" Example: "lenMetrics.electricityUsage,desc" for highest-usage first Default: "name,asc" Args: authTokenRef: Redis key reference to the user's authentication token. authToken: Direct authent

Get Meter Opportunity Dashboard

Get the opportunity dashboard for a specific meter. Use this tool when: - User asks about "this meter" or a specific meter - You want opportunities for ONE specific meter only The dashboard includes: - Meter opportunities grouped by workflow (recommended, inProgress, other) - Aggregated metrics by group (total count, ARR, monthly trends) - Commodity breakdowns (natural gas vs electricity) - Annual usage and savings projections Args: authTokenRef: Redis key reference to the user's authenti

Get Customers

Get customers from the portfolio. CRITICAL - TWO MODES: 1. TEXT SEARCH MODE (organization-wide search): Search across all customers by name or address - Use when: User provides customer name or address to search for - Include: customerName OR customerAddress (text search parameters) - OMIT: customerId (will be automatically ignored if text search is provided) 2. DIRECT LOOKUP MODE: Retrieve specific customer by ID - Use when: You have a specific customer ID to look up - Include:

Get Monthly Day Ahead Pricing

Get monthly aggregated day-ahead pricing data for specified ISO and zones. Args: authTokenRef: Redis key reference to the user's authentication token. authToken: Direct authentication token (fallback if authTokenRef not provided). organizationId: Organization UUID to send as 'X-Organization-Id'. iso: ISO name (e.g., ERCOT, PJM, CAISO) - required. zones: Set of zone names to filter by - required. minDate: Minimum date in yyyy-MM format (optional, e.g., 2024-01). maxDa

Get Utilities

Get utilities from the system. This tool retrieves a list of utilities filtered by state and/or provider type. The AI can use this to find the correct utilityId by searching for utilities by name or other attributes. Each utility in the response includes: - utilityId: The unique identifier for the utility - name: The utility name (e.g., "Pacific Gas and Electric", "Con Edison") - state: State code where the utility operates (2-letter code like "TX", "CA") - isGasProvider: Whether the utility p

Get Meters

Get meters from the portfolio. SORTING: You can sort results using the sort parameter. Format: "{field},{direction}" where direction is "asc" or "desc" Example: "label,desc" for reverse alphabetical order Default: "label,asc" Args: authTokenRef: Redis key reference to the user's authentication token. authToken: Direct authentication token (fallback if authTokenRef not provided). organizationId: Organization UUID to send as 'X-Organization-Id'. meterId: Optional meter ID to filt

Import Electric Meter

Imports a single electric meter and associated data for a customer. Creates or updates: - Legal Entity Name (LEN) with billing address - Service address with utility association - Meter with account number - Existing contract (if not on utility) - Billing history (if provided) Returns: JSON string with standardized envelope: - success=true: Contains import results with created/updated entity IDs - success=false: Contains error details with code, message, and HTTP status if applicab

Get Service Addresses

Get service addresses from the portfolio. CRITICAL - TWO MODES: 1. TEXT SEARCH MODE (organization-wide search): Search across all service addresses by name, address, utility, or LEN - Use when: User provides service address name, street address, utility name, or LEN name to search for - Include: serviceAddressName OR serviceAddressAddress OR legalEntityName OR utilityName (text search parameters) - OMIT: serviceAddressId and customerId (will be automatically ignored if text search is p

Get Customer Opportunity Dashboard

Get the opportunity dashboard for a specific customer across ALL their locations. Use this tool when: - User asks about "this customer" or customer opportunities generally - You want ALL opportunities for a customer regardless of location The dashboard includes: - All customer opportunities grouped by workflow (recommended, inProgress, other) - Aggregated metrics by group (total count, ARR, monthly trends) - Commodity breakdowns (natural gas vs electricity) - Annual usage and savings projectio

Get Context Day Ahead Pricing

Get day-ahead pricing data for a specific service address with automatic ISO/zone detection. This tool automatically determines the ISO and zone based on the service address context, eliminating the need to manually specify these parameters. Returns both monthly and daily pricing data in a single response. Args: authTokenRef: Redis key reference to the user's authentication token. authToken: Direct authentication token (fallback if authTokenRef not provided). organizationId: Organi

Get Len Opportunity Dashboard

Get the opportunity dashboard for a specific Legal Entity Name (LEN). Use this tool when: - User asks about "this LEN" or "this legal entity" - You want opportunities for ONE specific LEN only The dashboard includes: - LEN opportunities grouped by workflow (recommended, inProgress, other) - Aggregated metrics by group (total count, ARR, monthly trends) - Commodity breakdowns (natural gas vs electricity) - Annual usage and savings projections Args: authTokenRef: Redis key reference to the

Create Rate Check

Creates a new draft rate check for a customer. At least one of meterIds, serviceAddressIds, lenIds, or utilityIds must be provided to filter meters. Args: authTokenRef: Redis key reference to the user's authentication token. authToken: Direct authentication token (fallback if authTokenRef not provided). organizationId: Organization UUID to send as 'X-Organization-Id'. customerId: Customer integer ID (must be positive). commodityType: Commodity type (must be ELECTRICITY, ELE