orkasa

Reference

Tools

All nine, with their parameters and what they return.

Five questions and four actions. tools/list only returns the ones that fit the granted permissions: a tool the broker did not authorize does not exist for their assistant.

buscar

leads:read — the entry point. Returns matches for clients and properties, not the full file.

textostringrequired

Name, phone, email, address or neighbourhood. Two characters minimum.

limitenumber

Maximum results per type. Defaults to 8, caps at 25.

This tool returns two families of data, so its declared permission is not enough: it also checks properties:read on its own. Otherwise a permission the broker unchecked would mean nothing.

ver_expediente

leads:read — a client's whole file: operations, stage, property, viewings, offers, documents, latest messages, and the next move the Copilot recommends.

lead_iduuid

The client's id. One of the two is required.

operacion_iduuid

The operation's id; its client is resolved from it.

It checks permissions section by section, and returns in permisos_faltantes whatever it had to remove. Without that, a section left empty for lack of permission would be indistinguishable from a genuinely empty one, and the assistant would answer "they have no viewings" about a file that has three.

mi_jornada

operations:read — the next moves, own turn first, most overdue in front.

alcancestring

mios by default. A manager can ask for the whole brokerage; a restricted agent cannot. The parameter never widens beyond the role.

limitenumber

Defaults to 15, caps at 50.

buscar_propiedades

properties:read — the portfolio.

textostring

Words from the title, the address or the neighbourhood.

listing_typestring

sale or rent.

property_typestring

Property type.

property_statusstring

Listing status. No filter by default.

ciudadstring
barriostring

agenda

viewings:read — viewings in a time window.

desdeISO 8601

Defaults to now.

hastaISO 8601

Defaults to 7 days after desde.

estadostring

Viewing status.

alcancestring

mios by default.

crear_lead

leads:write — a contact the agent just had. "I just spoke with Marta Ríos, she wants a 3-bedroom in San Francisco up to 250k."

full_namestringrequired
phonestring

Formatted or not.

emailstring
operation_typebuy | rent

Omit it and the client is created with no open operation.

budget_maxnumber
bedrooms_minnumber
notesstring

What the client said, in their own words.

Listing leads — sellers and owners — are not created this way. A listing is negotiated and ends in a signed mandate; it does not come from a sentence.

agendar_visita

viewings:write — confirmed in the brokerage's time zone, which comes from its Market Pack. A 4pm viewing cannot show up at 9pm because the assistant lives in another zone.

lead_iduuidrequired

Use buscar if you do not have it.

scheduled_atISO 8601required
property_iduuid

The property to be seen.

operation_iduuid
typestring
duration_minutesnumber

Between 15 and 480.

notesstring

avanzar_etapa

operations:write — one pipeline step, through the same validation as the app's "Avanzar" button. It is marked destructive: clients that ask the user to confirm will ask here.

operation_iduuidrequired
stagestringrequired
lost_reasonstring

Required to close as lost.

amountnumber

Negotiated amount, if it changed.

When the gate refuses, nothing is written and the assistant is told what is missing, in the brokerage's language and with the identifiers:

Todavía no se puede avanzar: la etapa actual tiene 4 paso(s) pendiente(s) —
Oferta preparada con el comprador · Oferta enviada al vendedor ·
Respuesta del vendedor recibida · Precio acordado.
Dile al agente qué falta; se marcan en Orkasa, en la operación.

The identifiers travel in structuredContent, so the model can follow them one by one on the next turn.

registrar_oferta

offers:write — an offer received. It does not accept it and does not move the stage.

operation_iduuidrequired
amountnumberrequired
currencystring

Three letters. Defaults to the operation's.

property_iduuid
conditionsstring
term_monthsnumber
notesstring

Why there is no marcar_paso tool

The natural next tool would be "mark these four steps as done". It does not exist, on purpose: marking a step is not ticking a box.

precioAcordado moves the offer to accepted, which returns the property to pending and pauses its listings. ofertaPreparada creates an offer row and requires an amount. cartaPreaprob creates a document and advances the financing.

A generic "mark done" tool would let a chat sentence accept an offer and unpublish a listing. If that loop is ever closed, it will be through precise verbs whose meaning fits in a sentence — like registrar_oferta — never through a checkbox.