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.
textostringrequiredName, phone, email, address or neighbourhood. Two characters minimum.
limitenumberMaximum 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_iduuidThe client's id. One of the two is required.
operacion_iduuidThe 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.
alcancestringmios by default. A manager can ask for the whole brokerage; a restricted
agent cannot. The parameter never widens beyond the role.
limitenumberDefaults to 15, caps at 50.
buscar_propiedades
properties:read — the portfolio.
textostringWords from the title, the address or the neighbourhood.
listing_typestringsale or rent.
property_typestringProperty type.
property_statusstringListing status. No filter by default.
ciudadstringbarriostringagenda
viewings:read — viewings in a time window.
desdeISO 8601Defaults to now.
hastaISO 8601Defaults to 7 days after desde.
estadostringViewing status.
alcancestringmios 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_namestringrequiredphonestringFormatted or not.
emailstringoperation_typebuy | rentOmit it and the client is created with no open operation.
budget_maxnumberbedrooms_minnumbernotesstringWhat 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_iduuidrequiredUse buscar if you do not have it.
scheduled_atISO 8601requiredproperty_iduuidThe property to be seen.
operation_iduuidtypestringduration_minutesnumberBetween 15 and 480.
notesstringavanzar_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_iduuidrequiredstagestringrequiredlost_reasonstringRequired to close as lost.
amountnumberNegotiated 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_iduuidrequiredamountnumberrequiredcurrencystringThree letters. Defaults to the operation's.
property_iduuidconditionsstringterm_monthsnumbernotesstringWhy 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.