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These prompts work with a connection that has Read and change access. Prompts that only look things up also work with Read only. Replace the names with your own clients and templates. Your AI client picks the tools. The lists below show what it will usually call, so you know what each prompt can do.

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Find clients who haven’t finished their checklist

Which clients haven’t finished their checklist?
  • list_clients returns each client’s checklist progress (items done out of total) and where they stand: waiting on the client, needs you, invited or not invited.
  • list_client_checklists shows which items a client still has open.
Follow up with “Send them all a reminder” and the client uses post_message for each one. Each client is emailed that there is a new message.

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Send a checklist to a client

Send Anna Lee the End of year checklist.
  1. list_clients finds Anna Lee’s client id.
  2. list_checklist_templates finds the End of year template.
  3. send_checklist sends a copy to Anna.
Anna sees the checklist in her portal at once and gets an email a few minutes later. Sending needs an active subscription. See troubleshooting.

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Review what clients have submitted

What has been submitted that I still need to review? Approve anything that’s complete and ask for changes on the rest.
  1. list_clients finds clients that need you.
  2. list_client_checklists shows each submitted item with its files and answers.
  3. approve_checklist_item approves an item. request_checklist_item_changes sends it back with a note.
The client sees the note on the item in their portal and gets an email. Check what your AI client plans to approve before you let it go ahead.

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Add a new client and invite them

Add Ben and Priya Shah as a couple. Ben’s email is ben@example.com. Send them our New client onboarding checklist and invite them.
  1. list_checklist_templates finds the template.
  2. create_client adds the client with both people, the template and send_invite set to true.
Ben gets an invite email from your firm. Priya is invited too if you give her email address. Adding a client needs an active subscription and a free place on your plan. See troubleshooting.

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Catch up on client messages

Which clients have messaged us that I haven’t read? Summarise each thread.
  1. list_threads with unread lists threads waiting on the firm.
  2. list_messages reads each thread.
  3. mark_thread_read marks a thread read once you have dealt with it.
Ask “Reply to Sam saying we’ll call on Thursday” and the client uses post_message. Messages are posted as you.

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Check a client’s position

What is the Nguyen family’s net worth? Break it down by institution.
  • get_money_summary returns assets, debts and net worth from accepted balances, in total and by institution.
  • list_accounts lists each account with its newest balance.
  • list_transactions reads transactions from connected banks.
Balances read from documents count once they are accepted. Amounts are in cents, so your AI client divides by 100.

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Export a report

Export a balance summary for Sam Patel as at 30 June, as a PDF.
  1. list_clients finds Sam’s client id.
  2. create_report with kind set to balance_summary, as_at set to the date and format set to pdf.
The answer includes a download link that works for 15 minutes. Spending summary and income and expenses reports take a start and end date instead, at most two years apart. To get a fresh link later, ask for the report again (get_report).

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Review a document

Show me what was read from Sam’s latest payslip and approve it if nothing is flagged.
  1. list_documents finds the payslip.
  2. list_document_values shows each value, the value as read and whether it waits for approval.
  3. approve_document approves every waiting value and accepts the document’s facts and balance.
A flagged value must be approved or changed first (approve_document_value). To send a file back to the client, ask for send_back_document with a reason.

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Tips

  • Ask for a plan first on anything that sends email to clients, such as invites, checklists, messages and change requests.
  • Name the client the way Advisor shows them. If two clients match, your AI client should ask which one.
  • Admin-only tasks, such as inviting colleagues or managing webhooks, need an admin’s connection. See tools.