CRM, tasks & workflows
Specter Systems connects business financing work to your daily CRM, tasks, calendar, documents, communications, and workflows. Authorized brokers and operators can review their pipeline, organize follow-ups, maintain records, compare recorded offers, and prepare or publish permitted automations. More
MCP connector Server URL https://mcp.spectersystems.io/mcpCopy Login OAuth Protocol MCP 2025-06-18 Instructions Specter's own API, as tools. Every tool wraps one HTTP route and runs with exactly the authority of the credential you connected with — a tool call is refused the same way the route would be. A question that names a record starts with get_search . When find_tools is listed, the tools you see are the core: find any other with find_tools and run it through call_read (it reads) or call_write (it changes something), or call_batch for one tool over a list. Read neo://catalog for the full list, neo://docs/api.md for the API reference. A row's cells are read and written by COLUMN NAME; neo://definitions/<key> reads a page's columns, for when a name is refused. When neo://me is listed, read it for the current authenticated caller and workspace context; personal context is never part of these shared instructions.
Tools Reads data312 get_ accounting_ accessget_ accounting_ allocationsget_ accounting_ bank- transactionsget_ accounting_ bank- transactions_ idget_ accounting_ categoriesget_ accounting_ dashboardget_ accounting_ deal- costsget_ accounting_ deal- splitsget_ accounting_ deal- splits_ idget_ accounting_ dealsget_ accounting_ deals_ idget_ accounting_ deals_ id_ activityget_ accounting_ deals_ id_ detailget_ accounting_ exceptionsget_ accounting_ me_ accessget_ accounting_ me_ availabilityget_ accounting_ me_ payout- methodsget_ accounting_ payoutsget_ accounting_ payouts_ idget_ accounting_ plaid- connectionsget_ accounting_ profit- lossget_ accounting_ settingsget_ activityget_ agents_ performanceget_ agents_ rowId_ creditsget_ billingget_ billing_ creditsget_ billing_ invoicesget_ billing_ usageget_ blastsget_ blasts_ id_ previewget_ blasts_ id_ reportget_ blasts_ merge- fieldsget_ blasts_ statsget_ boardsget_ boards_ idget_ boards_ id_ actionsget_ boards_ id_ column- policiesget_ boards_ id_ column- policies_ effectiveget_ boards_ id_ grantsget_ boards_ id_ importsget_ boards_ id_ rowsget_ boards_ id_ rows_ rowId_ filesget_ boards_ id_ viewsget_ boards_ id_ workspace- accessget_ calendar_ meet- syncget_ capital- sources_ rowId_ lendersget_ cash- flowsget_ cash- flows_ idget_ chatgpt_ merchant_ application_ linkget_ cloud- files_ source_ id_ contentget_ comms_ callsget_ comms_ connections_ id_ aliasesget_ comms_ connections_ id_ contactsget_ comms_ conversationsget_ comms_ conversations_ idget_ comms_ conversations_ id_ messagesget_ comms_ conversations_ id_ participantsget_ comms_ inboxesget_ comms_ messages_ id_ threadget_ comms_ numbersget_ comms_ numbers_ availableget_ comms_ opt- outsget_ comms_ recordings_ idget_ comms_ records_ definitionId_ rowId_ contactsget_ comms_ records_ definitionId_ rowId_ recordingsget_ comms_ sendersget_ comms_ settings_ visibilityget_ comms_ signaturesget_ comms_ textsget_ credit- memosget_ credit- memos_ idget_ definitions_ keyget_ definitions_ key_ actionsget_ definitions_ key_ aggregatesget_ definitions_ key_ child- pagesget_ definitions_ key_ column- policiesget_ definitions_ key_ column- policies_ effectiveget_ definitions_ key_ entity- groupsget_ definitions_ key_ entity- groups_ groupId_ membersget_ definitions_ key_ facetsget_ definitions_ key_ grantsget_ definitions_ key_ groupsget_ definitions_ key_ groups_ groupId_ rowsget_ definitions_ key_ labelsget_ definitions_ key_ repliesget_ definitions_ key_ rowsget_ definitions_ key_ rows_ assignees_ nextget_ definitions_ key_ rows_ dueget_ definitions_ key_ rows_ facetsget_ definitions_ key_ rows_ rowIdget_ definitions_ key_ rows_ rowId_ actionsget_ definitions_ key_ rows_ rowId_ activityget_ definitions_ key_ rows_ rowId_ ai_ insightsget_ definitions_ key_ rows_ rowId_ api- connectionget_ definitions_ key_ rows_ rowId_ assignmentsget_ definitions_ key_ rows_ rowId_ bank- statementsget_ definitions_ key_ rows_ rowId_ closingsget_ definitions_ key_ rows_ rowId_ contract_ documentsget_ definitions_ key_ rows_ rowId_ contract_ signature- requestsget_ definitions_ key_ rows_ rowId_ contract_ signature- requests_ requestId_ documentget_ definitions_ key_ rows_ rowId_ credit- records_ familyget_ definitions_ key_ rows_ rowId_ credit- reportsget_ definitions_ key_ rows_ rowId_ debt- schedulesget_ definitions_ key_ rows_ rowId_ detailget_ definitions_ key_ rows_ rowId_ disclosureget_ definitions_ key_ rows_ rowId_ document- analysesget_ definitions_ key_ rows_ rowId_ document- requestsget_ definitions_ key_ rows_ rowId_ documents_ checklistget_ definitions_ key_ rows_ rowId_ feedget_ definitions_ key_ rows_ rowId_ filesget_ definitions_ key_ rows_ rowId_ financialsget_ definitions_ key_ rows_ rowId_ foldersget_ definitions_ key_ rows_ rowId_ healthget_ definitions_ key_ rows_ rowId_ heartbeat_ actionsget_ definitions_ key_ rows_ rowId_ intake- reviewget_ definitions_ key_ rows_ rowId_ lender- recommendationsget_ definitions_ key_ rows_ rowId_ lenders_ eligibleget_ definitions_ key_ rows_ rowId_ lifecycleget_ definitions_ key_ rows_ rowId_ linksget_ definitions_ key_ rows_ rowId_ merchant- invitationsget_ definitions_ key_ rows_ rowId_ offersget_ definitions_ key_ rows_ rowId_ plaid_ itemsget_ definitions_ key_ rows_ rowId_ plaid_ monitoringget_ definitions_ key_ rows_ rowId_ prefill- linksget_ definitions_ key_ rows_ rowId_ processingget_ definitions_ key_ rows_ rowId_ relationshipsget_ definitions_ key_ rows_ rowId_ scriptget_ definitions_ key_ rows_ rowId_ signingget_ definitions_ key_ rows_ rowId_ signing- eventsget_ definitions_ key_ rows_ rowId_ slaget_ definitions_ key_ rows_ rowId_ statementsget_ definitions_ key_ rows_ rowId_ status- historyget_ definitions_ key_ rows_ rowId_ submission- notesget_ definitions_ key_ rows_ rowId_ submissionsget_ definitions_ key_ rows_ rowId_ submissions_ contract- requestget_ definitions_ key_ rows_ rowId_ submissions_ mailer- actionsget_ definitions_ key_ rows_ rowId_ subrecordsget_ definitions_ key_ rows_ rowId_ super- kycget_ definitions_ key_ rows_ rowId_ super- kyc_ idget_ definitions_ key_ rows_ rowId_ super- kyc_ id_ transactionsget_ definitions_ key_ rows_ rowId_ tax- returnsget_ definitions_ key_ rows_ rowId_ threadsget_ definitions_ key_ rows_ rowId_ transition_ requirementsget_ definitions_ key_ rows_ rowId_ underwritingget_ definitions_ key_ rows_ rowId_ underwriting_ evaluationsget_ definitions_ key_ rows_ rowId_ underwriting_ evaluations_ evaluationIdget_ definitions_ key_ rows_ rowId_ underwriting_ rule- factsget_ definitions_ key_ rows_ rowId_ vendor- slotsget_ definitions_ key_ scriptsget_ definitions_ key_ threads_ threadIdget_ definitions_ key_ threads_ threadId_ messagesget_ definitions_ key_ threads_ threadId_ participantsget_ definitions_ key_ transition- formsget_ definitions_ key_ workspace- accessget_ document- requestsget_ document- templatesget_ documents_ id_ signingget_ drive_ filesget_ drive_ files_ fileId_ exportget_ drive_ files_ fileId_ overviewget_ email- blasts_ idget_ filesget_ files_ id_ downloadget_ files_ id_ result- changesget_ finix_ transfersget_ formsget_ forms_ idget_ forms_ id_ analyticsget_ forms_ id_ public- linkget_ forms_ id_ rep- linksget_ forms_ id_ responsesget_ forms_ id_ responses_ submissionId_ visitget_ forms_ id_ submissionsget_ forms_ id_ submissions_ sid_ edit- linksget_ forms_ id_ visitsget_ integrationsget_ integrations_ managed- zoom_ draftget_ integrations_ managed- zoom_ offersget_ integrations_ managed- zoom_ ordersget_ integrations_ managed- zoom_ orders_ idget_ integrations_ managed- zoom_ reviewget_ integrations_ plaid_ partnerget_ integrations_ plaid_ readinessget_ integrations_ providerget_ integrations_ zoom_ statusget_ integrations_ zoom_ usersget_ iso- network_ disclosuresget_ leads_ snapshotget_ lender- directoryget_ lender- workspacesget_ lenders_ id_ analyticsget_ mailboxesget_ me_ calendarget_ me_ recent- recordsget_ me_ screen- captureget_ me_ script- templateget_ me_ usage_ summaryget_ message- automation- rulesget_ message- draftsget_ message- placeholdersget_ message- templatesget_ my_ specter_ profileget_ neo_ memoriesget_ notification- preferencesget_ notification- typesget_ obligationsget_ obligations_ idget_ onedrive_ filesget_ onedrive_ librariesget_ onedrive_ shared- workbookget_ payment- schedulesget_ payment- schedules_ idget_ payment- schedules_ id_ paymentsget_ payment- schedules_ id_ reconciliationget_ payments_ idget_ payments_ upcomingget_ portfolio_ agingget_ portfolio_ healthget_ portfolio_ projectionget_ preferencesget_ preferences_ keyget_ reports_ catalogueget_ reports_ views_ id_ sharesget_ risk- profilesget_ searchget_ servicing_ delinquenciesget_ servicing_ outcomesget_ signing- requests_ idget_ signing- requests_ id_ executedget_ sms- blasts_ idget_ storage- accountsget_ submissionsget_ submissions_ analyticsget_ table- preferencesget_ table- preferences_ tableKeyget_ tasksget_ tasks_ id_ commentsget_ tasks_ statsget_ threadsget_ undo_ historyget_ webhooksget_ webhooks_ idget_ webhooks_ id_ deliveriesget_ workflowsget_ workflows_ catalogget_ workflows_ idget_ workflows_ id_ versionsget_ workflows_ reviewsget_ workflows_ runsget_ workflows_ runs_ idget_ workspace_ access- denialsget_ workspace_ agreements_ kindget_ workspace_ automated- emailsget_ workspace_ compliance_ reportsget_ workspace_ compliance_ reports_ id_ runsget_ workspace_ compliance_ runs_ runIdget_ workspace_ delegationget_ workspace_ directoryget_ workspace_ disclosure- statesget_ workspace_ document- typesget_ workspace_ domainsget_ workspace_ domains_ idget_ workspace_ domains_ id_ inboundget_ workspace_ drive- foldersget_ workspace_ drive- watchesget_ workspace_ execution- profileget_ workspace_ heartbeatget_ workspace_ heartbeat_ actionsget_ workspace_ heartbeat_ runsget_ workspace_ heartbeat_ stopsget_ workspace_ lender- catalogueget_ workspace_ mcp_ usageget_ workspace_ membersget_ workspace_ onedrive- foldersget_ workspace_ overlapsget_ workspace_ planget_ workspace_ preferencesget_ workspace_ preferences_ keyget_ workspace_ processorget_ workspace_ processor_ connections_ mailbox_ send- asget_ workspace_ processor_ criteriaget_ workspace_ processor_ file- types_ key_ examplesget_ workspace_ processor_ result- mappingsget_ workspace_ processor_ whitelistget_ workspace_ readinessget_ workspace_ repget_ workspace_ sidebar- foldersget_ workspace_ sla- policiesget_ workspace_ staff- accessget_ workspace_ summaryget_ workspace_ super- kycget_ workspace_ support_ ticketsget_ workspace_ support_ tickets_ idget_ workspace_ team- scopeget_ workspace_ teamsget_ workspace_ underwriting_ rule- setsget_ workspace_ underwriting_ rule- sets_ setIdget_ workspace_ underwriting_ settingsget_ workspace_ underwriting- criteriaget_ workspace_ usage_ eventsget_ workspace_ usage_ membersget_ workspace_ usage_ summaryget_ workspace_ vendorsget_ workspace_ vocabularypost_ boards_ id_ transfer- previewpost_ comms_ conversations_ id_ messages_ previewpost_ comms_ send_ previewpost_ definitions_ key_ rows_ rowId_ assignee_ role_ email_ previewpost_ reports_ previewpost_ workflows_ validateopen_ chatgpt_ merchant_ application
Changes data200 get_ notificationsget_ notifications_ unread- countget_ reports_ viewsget_ workspace_ sla- summarypost_ accounting_ allocationspost_ accounting_ bank- transactionspost_ accounting_ categoriespost_ accounting_ deal- costspost_ accounting_ deal- costs_ id_ paidpost_ accounting_ deal- splitspost_ accounting_ dealspost_ accounting_ me_ payout- methods_ id_ account- number_ revealpost_ accounting_ me_ payout- methods_ id_ defaultpost_ accounting_ payoutspost_ accounting_ payouts_ id_ approvepost_ accounting_ payouts_ id_ paidpost_ accounting_ plaid- connections_ itemId_ check- paymentpost_ accounting_ plaid- connections_ itemId_ refreshpost_ accounting_ plaid- connections_ itemId_ syncpost_ accounting_ plaid- connections_ itemId_ transactions_ searchpost_ billing_ portal- sessionpost_ blastspost_ blasts_ id_ dispatchpost_ blasts_ id_ schedulepost_ boardspost_ boards_ copypost_ boards_ id_ actionspost_ boards_ id_ columnspost_ boards_ id_ columns_ columnId_ optionspost_ boards_ id_ importspost_ boards_ id_ rowspost_ boards_ id_ rows_ rowId_ filespost_ boards_ id_ viewspost_ boards_ import_ cellspost_ calendar_ eventspost_ calendar_ events_ linkpost_ calendar_ meet- syncpost_ cash- flowspost_ cash- flows_ id_ mark- failedpost_ cash- flows_ id_ mark- missedpost_ cash- flows_ id_ record- paymentpost_ comms_ calls_ dialpost_ comms_ conversationspost_ comms_ conversations_ id_ callspost_ comms_ conversations_ id_ messagespost_ comms_ conversations_ id_ mutepost_ comms_ conversations_ id_ participantspost_ comms_ conversations_ id_ readpost_ comms_ conversations_ id_ recordspost_ comms_ drafts_ aipost_ comms_ numberspost_ comms_ opt- outspost_ comms_ records_ definitionId_ rowId_ readpost_ comms_ sendpost_ credit- memospost_ definitions_ key_ actionspost_ definitions_ key_ columnspost_ definitions_ key_ columns_ columnId_ optionspost_ definitions_ key_ entity- groupspost_ definitions_ key_ entity- groups_ groupId_ memberspost_ definitions_ key_ groupspost_ definitions_ key_ groups_ groupId_ rowspost_ definitions_ key_ groups_ groupId_ rows_ removepost_ definitions_ key_ groups_ movepost_ definitions_ key_ groups_ rows_ removepost_ definitions_ key_ queues_ queue_ pullpost_ definitions_ key_ rowspost_ definitions_ key_ rows_ adoptpost_ definitions_ key_ rows_ assignmentspost_ definitions_ key_ rows_ rowId_ account- number_ revealpost_ definitions_ key_ rows_ rowId_ ai_ researchpost_ definitions_ key_ rows_ rowId_ assignee_ role_ emailpost_ definitions_ key_ rows_ rowId_ assignments_ role_ accountIdpost_ definitions_ key_ rows_ rowId_ contract_ documentspost_ definitions_ key_ rows_ rowId_ contract_ sendpost_ definitions_ key_ rows_ rowId_ convertpost_ definitions_ key_ rows_ rowId_ credit- records_ familypost_ definitions_ key_ rows_ rowId_ filespost_ definitions_ key_ rows_ rowId_ folderspost_ definitions_ key_ rows_ rowId_ intake- review_ changeId_ rejectpost_ definitions_ key_ rows_ rowId_ merchant- invitationspost_ definitions_ key_ rows_ rowId_ offerspost_ definitions_ key_ rows_ rowId_ plaid_ exchangepost_ definitions_ key_ rows_ rowId_ plaid_ items_ itemId_ check- paymentpost_ definitions_ key_ rows_ rowId_ plaid_ items_ itemId_ refreshpost_ definitions_ key_ rows_ rowId_ plaid_ items_ itemId_ transactions_ searchpost_ definitions_ key_ rows_ rowId_ prefill- linkspost_ definitions_ key_ rows_ rowId_ processing- feedbackpost_ definitions_ key_ rows_ rowId_ reactivatepost_ definitions_ key_ rows_ rowId_ script_ assistpost_ definitions_ key_ rows_ rowId_ script_ generatepost_ definitions_ key_ rows_ rowId_ seat_ seatpost_ definitions_ key_ rows_ rowId_ snoozepost_ definitions_ key_ rows_ rowId_ statuspost_ definitions_ key_ rows_ rowId_ submissions_ mailer- actionspost_ definitions_ key_ rows_ rowId_ submissions_ mailer- actions_ jobId_ reconcilepost_ definitions_ key_ rows_ rowId_ submissions_ prepare- sendpost_ definitions_ key_ rows_ rowId_ subrecordspost_ definitions_ key_ rows_ rowId_ super- kycpost_ definitions_ key_ rows_ rowId_ super- kyc_ id_ flags_ flagId_ acknowledgepost_ definitions_ key_ rows_ rowId_ threadspost_ definitions_ key_ rows_ rowId_ transitionpost_ definitions_ key_ scriptspost_ definitions_ key_ statusespost_ definitions_ key_ threads_ threadId_ messagespost_ definitions_ key_ threads_ threadId_ messages_ messageId_ pinpost_ definitions_ key_ threads_ threadId_ participantspost_ definitions_ key_ threads_ threadId_ readpost_ definitions_ key_ threads_ threadId_ resolvepost_ definitions_ key_ viewspost_ document- requests_ id_ fulfilpost_ document- templatespost_ filespost_ files_ id_ analyzepost_ files_ id_ landedpost_ files_ id_ linkspost_ files_ id_ result- changes_ changeId_ rejectpost_ files_ id_ sharepost_ formspost_ forms_ id_ publishpost_ forms_ id_ rep- linkspost_ forms_ id_ submissions_ sid_ edit- linkpost_ integrations_ managed- zoom_ orderspost_ integrations_ managed- zoom_ orders_ id_ billing_ inspectpost_ integrations_ managed- zoom_ orders_ id_ checkoutpost_ integrations_ managed- zoom_ reviewpost_ integrations_ plaid_ partner_ refreshpost_ integrations_ provider_ testpost_ integrations_ zoom_ oauth_ resumepost_ iso- conflict- checkspost_ me_ screen- capture_ allowpost_ message- draftspost_ message- drafts_ id_ approvepost_ message- templatespost_ message- templates_ id_ previewpost_ message- templates_ id_ set- defaultpost_ message- templates_ seed- defaultspost_ neo_ evaluatepost_ neo_ memoriespost_ notification- typespost_ notification- types_ key_ raisepost_ notifications_ dismisspost_ notifications_ mark- all- readpost_ notifications_ mark- readpost_ obligationspost_ obligations_ id_ completepost_ obligations_ id_ mark- overduepost_ outreach_ bulk- sendpost_ packs_ key_ installpost_ payment- schedulespost_ payment- schedules_ id_ resumepost_ payment- schedules_ id_ servicing- authorizationspost_ payments_ id_ failedpost_ payments_ id_ missedpost_ payments_ id_ reconcilepost_ payments_ id_ recordpost_ reports_ viewspost_ reports_ views_ id_ runpost_ reports_ views_ id_ sharespost_ servicing_ delinquenciespost_ servicing_ delinquencies_ id_ contactpost_ servicing_ delinquencies_ id_ resolvepost_ servicing_ delinquencies_ sweeppost_ servicing_ outcomespost_ servicing- authorizations_ id_ acceptpost_ sms- blasts_ id_ retarget- previewpost_ sms- blasts_ id_ retarget- sendpost_ submissionspost_ submissions_ bulkpost_ taskspost_ tasks_ id_ commentspost_ tasks_ id_ completepost_ workspace_ compliance_ reportspost_ workspace_ compliance_ reports_ id_ runpost_ workspace_ compliance_ runs_ runId_ decisionspost_ workspace_ directory_ invitepost_ workspace_ domainspost_ workspace_ domains_ id_ inboundpost_ workspace_ domains_ id_ recheckpost_ workspace_ drive- watchespost_ workspace_ drive- watches_ watchId_ sweeppost_ workspace_ invitespost_ workspace_ members_ accountId_ resumepost_ workspace_ processor_ connections_ mailbox_ aliasespost_ workspace_ processor_ criteria_ test- runpost_ workspace_ processor_ file- types_ key_ examplespost_ workspace_ processor_ whitelistpost_ workspace_ rep_ thread_ messagespost_ workspace_ sidebar- folderspost_ workspace_ sla- policiespost_ workspace_ support_ ticketspost_ workspace_ support_ tickets_ id_ commentspost_ workspace_ teamspost_ workspace_ underwriting_ rule- setspost_ workspace_ underwriting_ rule- sets_ seedpost_ workspace_ underwriting_ rule- sets_ setId_ publishpost_ workspace_ underwriting_ rule- sets_ setId_ rulespost_ workspace_ underwriting- criteria_ seedpost_ workspace_ vendorspost_ workspace_ vendors_ id_ documents
Deletes or can't be undone237 delete_ accounting_ access_ accountIddelete_ accounting_ allocations_ iddelete_ accounting_ categories_ identifierdelete_ accounting_ deals_ iddelete_ accounting_ me_ payout- methods_ iddelete_ accounting_ plaid- connections_ itemIddelete_ boards_ iddelete_ boards_ id_ actions_ actionIddelete_ boards_ id_ column- policies_ columndelete_ boards_ id_ columns_ columnIddelete_ boards_ id_ columns_ columnId_ options_ optionIddelete_ boards_ id_ grants_ accountIddelete_ boards_ id_ views_ viewIddelete_ calendar_ events_ iddelete_ comms_ conversations_ id_ participants_ userIddelete_ comms_ conversations_ id_ records_ rowIddelete_ comms_ inboxes_ medium_ identifier_ members_ accountIddelete_ comms_ messages_ iddelete_ comms_ numbers_ iddelete_ comms_ opt- outs_ addressdelete_ comms_ recordings_ iddelete_ comms_ signatures_ iddelete_ credit- memos_ iddelete_ definitions_ key_ actions_ actionIddelete_ definitions_ key_ column- policies_ columndelete_ definitions_ key_ columns_ columnIddelete_ definitions_ key_ columns_ columnId_ options_ optionIddelete_ definitions_ key_ credit- records_ family_ iddelete_ definitions_ key_ entity- groups_ groupIddelete_ definitions_ key_ entity- groups_ groupId_ members_ rowIddelete_ definitions_ key_ grants_ accountIddelete_ definitions_ key_ groups_ groupIddelete_ definitions_ key_ rows_ rowId_ api- connectiondelete_ definitions_ key_ rows_ rowId_ assignments_ role_ accountIddelete_ definitions_ key_ rows_ rowId_ feed_ reactionsdelete_ definitions_ key_ rows_ rowId_ folders_ folderIddelete_ definitions_ key_ rows_ rowId_ followdelete_ definitions_ key_ rows_ rowId_ merchant- invitations_ invitationIddelete_ definitions_ key_ rows_ rowId_ plaid_ items_ itemIddelete_ definitions_ key_ rows_ rowId_ prefill- links_ linkIddelete_ definitions_ key_ rows_ rowId_ scriptdelete_ definitions_ key_ rows_ rowId_ subrecords_ linkIddelete_ definitions_ key_ rows_ rowId_ super- kyc_ iddelete_ definitions_ key_ rows_ rowId_ vendor- slots_ kinddelete_ definitions_ key_ scripts_ scriptIddelete_ definitions_ key_ statuses_ statusIddelete_ definitions_ key_ threads_ threadIddelete_ definitions_ key_ threads_ threadId_ messages_ messageIddelete_ definitions_ key_ threads_ threadId_ participants_ userIddelete_ definitions_ key_ views_ viewIddelete_ files_ iddelete_ files_ id_ links_ linkIddelete_ files_ id_ stardelete_ forms_ iddelete_ forms_ id_ submissions_ sid_ edit- links_ linkIddelete_ lender- workspaces_ rowIddelete_ message- automation- rules_ iddelete_ message- drafts_ iddelete_ message- templates_ iddelete_ neo_ memories_ iddelete_ notification- types_ keydelete_ payment- schedules_ iddelete_ reports_ shares_ iddelete_ reports_ views_ iddelete_ table- preferences_ tableKeydelete_ webhooks_ iddelete_ workflows_ iddelete_ workspace_ compliance_ reports_ iddelete_ workspace_ domains_ iddelete_ workspace_ drive- watches_ watchIddelete_ workspace_ inbound_ iddelete_ workspace_ invites_ iddelete_ workspace_ members_ accountIddelete_ workspace_ processor_ aliases_ aliasIddelete_ workspace_ processor_ file- types_ key_ examples_ exampleIddelete_ workspace_ processor_ whitelist_ entryIddelete_ workspace_ sidebar- folders_ iddelete_ workspace_ sla- policies_ iddelete_ workspace_ teams_ teamIddelete_ workspace_ teams_ teamId_ members_ accountIddelete_ workspace_ underwriting_ rule- sets_ setId_ rules_ ruleIddelete_ workspace_ vendors_ iddelete_ workspace_ vendors_ id_ documents_ fileIdget_ me_ contextget_ me_ dayget_ payment- schedules_ id_ servicing- authorizationsget_ workspace_ rep_ threadpatch_ accounting_ deal- splits_ idpatch_ accounting_ deals_ idpatch_ blasts_ idpatch_ boards_ idpatch_ boards_ id_ actions_ actionIdpatch_ boards_ id_ cellspatch_ boards_ id_ columns_ columnIdpatch_ boards_ id_ columns_ columnId_ options_ optionIdpatch_ boards_ id_ rows_ rowIdpatch_ boards_ id_ views_ viewIdpatch_ calendar_ events_ idpatch_ comms_ conversations_ idpatch_ comms_ conversations_ id_ visibilitypatch_ comms_ messages_ id_ statuspatch_ credit- memos_ idpatch_ definitions_ key_ cellspatch_ definitions_ key_ columns_ columnId_ options_ optionIdpatch_ definitions_ key_ entity- groups_ groupIdpatch_ definitions_ key_ groups_ groupIdpatch_ definitions_ key_ rows_ rowId_ folders_ folderIdpatch_ definitions_ key_ statuses_ statusIdpatch_ files_ idpatch_ forms_ idpatch_ forms_ id_ rep- links_ linkIdpatch_ me_ calendarpatch_ message- automation- rules_ idpatch_ message- drafts_ idpatch_ message- templates_ idpatch_ neo_ memories_ idpatch_ notification- preferencespatch_ obligations_ idpatch_ reports_ views_ idpatch_ tasks_ idpatch_ workflows_ idpatch_ workspacepatch_ workspace_ compliance_ reports_ idpatch_ workspace_ inbound_ idpatch_ workspace_ members_ accountIdpatch_ workspace_ sidebar- folders_ idpatch_ workspace_ sla- policies_ idpatch_ workspace_ teams_ teamIdpatch_ workspace_ underwriting_ rule- sets_ setIdpatch_ workspace_ underwriting_ rule- sets_ setId_ rules_ ruleIdpatch_ workspace_ vendors_ idpost_ accounting_ deal- splits_ id_ deactivatepost_ accounting_ payouts_ id_ cancelpost_ accounting_ payouts_ id_ rejectpost_ billing_ cancelpost_ blasts_ id_ cancelpost_ boards_ id_ imports_ runId_ undopost_ boards_ id_ rows_ deletepost_ boards_ id_ rows_ rowId_ transferpost_ boards_ importpost_ boards_ import_ autopost_ comms_ connections_ id_ aliases_ importpost_ comms_ messages_ id_ cancelpost_ comms_ recordings_ id_ summarisepost_ definitions_ key_ importpost_ definitions_ key_ import_ autopost_ definitions_ key_ import_ jobspost_ definitions_ key_ imports_ runId_ undopost_ definitions_ key_ rows_ assigneespost_ definitions_ key_ rows_ bulkpost_ definitions_ key_ rows_ deletepost_ definitions_ key_ rows_ rowId_ ai_ insightspost_ definitions_ key_ rows_ rowId_ archivepost_ definitions_ key_ rows_ rowId_ disclosurepost_ definitions_ key_ rows_ rowId_ plaid_ items_ itemId_ syncpost_ definitions_ key_ rows_ rowId_ plaid_ syncpost_ definitions_ key_ rows_ rowId_ processpost_ document- requests_ id_ cancelpost_ documents_ id_ signingpost_ files_ id_ replacepost_ files_ id_ result- changes_ changeId_ acceptpost_ forms_ id_ unpublishpost_ message- drafts_ id_ cancelpost_ obligations_ id_ waivepost_ payment- schedules_ id_ completepost_ payment- schedules_ id_ pausepost_ payments_ id_ reversepost_ payments_ id_ waivepost_ servicing- authorizations_ id_ cancelpost_ servicing- authorizations_ id_ revokepost_ signing- requests_ id_ cancelpost_ signing- requests_ id_ remindpost_ undo_ lastpost_ workflows_ runs_ id_ cancelpost_ workspace_ directory_ syncpost_ workspace_ members_ accountId_ pauseput_ accounting_ access_ accountIdput_ accounting_ bank- transactions_ id_ classificationput_ accounting_ categories_ identifierput_ accounting_ category- orderput_ accounting_ plaid- connections_ itemId_ accountsput_ accounting_ settingsput_ boards_ id_ actions_ orderput_ boards_ id_ column- policies_ columnput_ boards_ id_ columns_ columnId_ calculationput_ boards_ id_ columns_ columnId_ formulaput_ boards_ id_ columns_ columnId_ options_ orderput_ boards_ id_ columns_ orderput_ boards_ id_ grants_ accountIdput_ boards_ id_ views_ orderput_ boards_ id_ workspace- accessput_ comms_ inboxes_ medium_ identifier_ members_ accountIdput_ comms_ inboxes_ medium_ identifier_ visibilityput_ comms_ settings_ visibilityput_ comms_ signaturesput_ definitions_ key_ actions_ orderput_ definitions_ key_ child- pagesput_ definitions_ key_ column- policies_ columnput_ definitions_ key_ columns_ columnId_ calculationput_ definitions_ key_ columns_ columnId_ options_ orderput_ definitions_ key_ columns_ orderput_ definitions_ key_ grants_ accountIdput_ definitions_ key_ rows_ rowId_ assignee_ roleput_ definitions_ key_ rows_ rowId_ assignmentsput_ definitions_ key_ rows_ rowId_ documents_ documentType_ standingput_ definitions_ key_ rows_ rowId_ feed_ reactionsput_ definitions_ key_ rows_ rowId_ files_ fileId_ folderput_ definitions_ key_ rows_ rowId_ followput_ definitions_ key_ rows_ rowId_ plaid_ monitoringput_ definitions_ key_ rows_ rowId_ submission- notesput_ definitions_ key_ rows_ rowId_ vendor- slots_ kindput_ definitions_ key_ statuses_ orderput_ definitions_ key_ workspace- accessput_ files_ id_ starput_ integrations_ managed- zoom_ draftput_ lender- workspaces_ rowIdput_ me_ script- templateput_ preferences_ keyput_ table- preferences_ tableKeyput_ workspace_ automated- emailsput_ workspace_ directory_ provisioningput_ workspace_ disclosure- statesput_ workspace_ domains_ id_ form- hostput_ workspace_ execution- profileput_ workspace_ heartbeat_ meput_ workspace_ heartbeat_ stops_ idput_ workspace_ preferences_ keyput_ workspace_ processor_ criteriaput_ workspace_ processor_ intakeput_ workspace_ processor_ result- mappingsput_ workspace_ processor_ submission- senderput_ workspace_ sidebar- folders_ id_ itemsput_ workspace_ sidebar- folders_ orderput_ workspace_ super- kycput_ workspace_ teams_ teamId_ members_ accountIdput_ workspace_ underwriting_ settingsput_ workspace_ underwriting- criteria
Skills 1 in the ChatGPT listing
Specter operations Work with Specter Systems CRM, business financing applications, pipeline follow-ups, tasks, calendar, documents, communications, and Workflow V3 through its connected MCP tools.