# Get workspace activity overview `providers.get_activity_overview` Read a bounded workspace briefing with setup, resource counts, recent activity, current attention signals, assignments, unread state, and authorized links. Actor provenance is included when recorded. Treat attention signals as evidence: use the returned lifecycle, ownership, relationships, and messages before recommending action. Every resource is limited to data the authenticated user can see in this portal. Use the relevant list or get tool when a recommendation requires the complete current resource record. [Portals guide](https://docs.levr.ai/mcp/resources/providers.md) Availability depends on live discovery and your access to the record. Do not infer MCP calls from REST paths. Operation: read. Required OAuth scopes: mcp. ## Input schema ```json { "$schema": "https://json-schema.org/draft/2020-12/schema", "additionalProperties": false, "properties": { "provider_slug": { "description": "Provider to summarize. Copy provider_slug from providers.list; named slugs are valid.", "maxLength": 255, "minLength": 1, "type": "string" }, "since": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ], "description": "Start of the recent business- and deal-activity window; current unread notifications are not date-filtered. Defaults to 24 hours ago." } }, "required": [ "provider_slug" ], "type": "object" } ``` ## Output schema ```json { "$schema": "https://json-schema.org/draft/2020-12/schema", "additionalProperties": false, "oneOf": [ { "not": { "required": [ "error" ] }, "properties": { "ok": { "const": true } }, "required": [ "data" ] }, { "not": { "required": [ "data" ] }, "properties": { "ok": { "const": false } }, "required": [ "error" ] } ], "properties": { "data": { "additionalProperties": false, "properties": { "activation": { "additionalProperties": false, "description": "Workspace progress through the client-to-funded-deal journey.", "properties": { "current_stage": { "type": "string" }, "milestones": { "additionalProperties": false, "properties": { "business_created": { "additionalProperties": false, "properties": { "evidence": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "reached_at": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ] } }, "required": [ "reached_at", "evidence" ], "type": "object" }, "deal_created": { "additionalProperties": false, "properties": { "evidence": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "reached_at": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ] } }, "required": [ "reached_at", "evidence" ], "type": "object" }, "deal_funded": { "additionalProperties": false, "properties": { "evidence": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "reached_at": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ] } }, "required": [ "reached_at", "evidence" ], "type": "object" }, "deal_submitted": { "additionalProperties": false, "properties": { "evidence": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "reached_at": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ] } }, "required": [ "reached_at", "evidence" ], "type": "object" }, "matches_calculated": { "additionalProperties": false, "properties": { "evidence": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "reached_at": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ] } }, "required": [ "reached_at", "evidence" ], "type": "object" } }, "required": [ "business_created", "matches_calculated", "deal_created", "deal_submitted", "deal_funded" ], "type": "object" }, "next_milestone": { "anyOf": [ { "type": "string" }, { "type": "null" } ] } }, "required": [ "current_stage", "next_milestone", "milestones" ], "type": "object" }, "activity_since": { "description": "Beginning of the recent activity window.", "format": "date-time", "type": "string" }, "as_of": { "description": "Time at which current state in this overview was calculated.", "format": "date-time", "type": "string" }, "available_actions": { "description": "Permission-safe onboarding and workspace actions with authorized links.", "items": { "additionalProperties": false, "properties": { "frontend_link": { "type": "string" }, "link_text": { "type": "string" }, "text": { "type": "string" } }, "required": [ "text", "link_text", "frontend_link" ], "type": "object" }, "maxItems": 10, "type": "array" }, "counts": { "additionalProperties": false, "description": "Current bounded workspace totals at the time the overview was built.", "properties": { "active_businesses": { "minimum": 0, "type": "integer" }, "active_deals": { "minimum": 0, "type": "integer" }, "businesses": { "minimum": 0, "type": "integer" }, "deals": { "minimum": 0, "type": "integer" }, "unread_notifications": { "minimum": 0, "type": "integer" } }, "required": [ "businesses", "active_businesses", "deals", "active_deals", "unread_notifications" ], "type": "object" }, "current_attention": { "description": "Current user-relevant active responsibilities and review signals, independent of the recent-activity window. Use the resource context to judge emphasis; this collection does not classify urgency or prescribe an action.", "items": { "additionalProperties": false, "properties": { "attention_context": { "additionalProperties": false, "properties": { "latest_unread_message": { "anyOf": [ { "additionalProperties": false, "properties": { "occurred_at": { "format": "date-time", "type": "string" }, "summary": { "maxLength": 500, "type": "string" } }, "required": [ "occurred_at", "summary" ], "type": "object" }, { "type": "null" } ] }, "latest_unseen_update": { "anyOf": [ { "additionalProperties": false, "properties": { "occurred_at": { "format": "date-time", "type": "string" }, "summary": { "maxLength": 564, "type": "string" } }, "required": [ "occurred_at", "summary" ], "type": "object" }, { "type": "null" } ] } }, "required": [ "latest_unread_message", "latest_unseen_update" ], "type": "object" }, "attention_level": { "description": "Whether current responsibility belongs to the authenticated user or is contextual review. This is not an urgency classification.", "enum": [ "action_required", "review_optional" ], "type": "string" }, "next_action_owner": { "enum": [ "signed_in_user", "provider_team", "client", "broker", "processor", "none" ], "type": "string" }, "reason_codes": { "items": { "enum": [ "unread_message", "ready_to_submit" ], "type": "string" }, "type": "array" }, "relevance": { "enum": [ "assigned_to_user", "unassigned", "assigned_to_teammate", "observer" ], "type": "string" }, "requires_user_action": { "description": "Whether unresolved work is assigned to the authenticated user or is unassigned team work they may take.", "type": "boolean" }, "resource": { "additionalProperties": false, "properties": { "business_name": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "current_state": { "additionalProperties": false, "properties": { "application_access": { "anyOf": [ { "additionalProperties": false, "properties": { "direct_recipient_count": { "minimum": 0, "type": "integer" }, "is_visible_to_client": { "type": "boolean" } }, "required": [ "is_visible_to_client", "direct_recipient_count" ], "type": "object" }, { "type": "null" } ] }, "application_progress": { "anyOf": [ { "additionalProperties": false, "properties": { "completed_count": { "minimum": 0, "type": "integer" }, "progress_percent": { "maximum": 100, "minimum": 0, "type": "integer" }, "required_completed_count": { "minimum": 0, "type": "integer" }, "required_is_complete": { "type": "boolean" }, "required_total_count": { "minimum": 0, "type": "integer" }, "total_count": { "minimum": 0, "type": "integer" } }, "required": [ "completed_count", "total_count", "progress_percent", "required_completed_count", "required_total_count", "required_is_complete" ], "type": "object" }, { "type": "null" } ] }, "application_status": { "anyOf": [ { "additionalProperties": false, "properties": { "is_terminal": { "type": "boolean" }, "key": { "type": "string" }, "label": { "type": "string" } }, "required": [ "key", "label", "is_terminal" ], "type": "object" }, { "type": "null" } ] }, "assignment": { "anyOf": [ { "additionalProperties": false, "properties": { "assignee_name": { "type": "string" }, "is_assigned_to_current_user": { "type": "boolean" } }, "required": [ "assignee_name", "is_assigned_to_current_user" ], "type": "object" }, { "type": "null" } ] }, "business_deals": { "anyOf": [ { "additionalProperties": false, "properties": { "active_deal_count": { "description": "Visible, non-archived deals without a terminal application outcome.", "minimum": 0, "type": "integer" }, "inactive_or_completed_deal_count": { "description": "Visible deal history that is archived or has reached a terminal outcome.", "minimum": 0, "type": "integer" }, "visible_deal_count": { "description": "All deals for this business visible to the provider, including terminal or archived history.", "minimum": 0, "type": "integer" } }, "required": [ "visible_deal_count", "active_deal_count", "inactive_or_completed_deal_count" ], "type": "object" }, { "type": "null" } ] }, "client_collaboration": { "anyOf": [ { "additionalProperties": false, "properties": { "can_invite_business_members": { "type": "boolean" }, "can_open_client_workspace": { "type": "boolean" }, "can_share_client_intake": { "type": "boolean" }, "can_view_business_members": { "type": "boolean" }, "frontend_link": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "is_applicable": { "type": "boolean" }, "is_visible_to_client": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] }, "provider_is_observer": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] }, "provider_is_responsible_for_client_updates": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] } }, "required": [ "frontend_link", "is_applicable", "can_open_client_workspace", "can_invite_business_members", "can_view_business_members", "can_share_client_intake", "is_visible_to_client", "provider_is_responsible_for_client_updates", "provider_is_observer" ], "type": "object" }, { "type": "null" } ] }, "financing_terms": { "anyOf": [ { "additionalProperties": false, "properties": { "currency": { "anyOf": [ { "description": "Recorded financing currency; null means unknown.", "type": "string" }, { "type": "null" } ], "description": "Recorded financing currency; null means unknown." }, "disbursed_date": { "anyOf": [ { "format": "date", "type": "string" }, { "type": "null" } ] }, "funded_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "net_funded_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "offered_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "requested_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] } }, "required": [ "requested_amount", "offered_amount", "funded_amount", "net_funded_amount", "disbursed_date" ], "type": "object" }, { "type": "null" } ] }, "has_unseen_completed_responses": { "description": "Whether completed application responses exist that the authenticated user has not marked reviewed. This field does not identify who supplied the response.", "type": "boolean" }, "is_archived": { "type": "boolean" }, "matchmaking": { "anyOf": [ { "additionalProperties": false, "properties": { "has_calculated_matches": { "description": "Whether matchmaking has been calculated for this business in this provider scope.", "type": "boolean" } }, "required": [ "has_calculated_matches" ], "type": "object" }, { "type": "null" } ] }, "next_action_owner": { "enum": [ "signed_in_user", "provider_team", "client", "broker", "processor", "none" ], "type": "string" }, "operational_context": { "anyOf": [ { "additionalProperties": false, "properties": { "current_phase": { "enum": [ "pre_submission", "post_submission", "terminal" ], "type": "string" }, "current_phase_owner": { "enum": [ "current_provider_team", "source_provider", "processing_provider", "none" ], "type": "string" }, "is_processing_provider": { "type": "boolean" }, "is_source_provider": { "type": "boolean" }, "workspace_role": { "enum": [ "source_and_processing_provider", "source_provider", "processing_provider", "observer", "collaborating_provider" ], "type": "string" } }, "required": [ "workspace_role", "is_source_provider", "is_processing_provider", "current_phase", "current_phase_owner" ], "type": "object" }, { "type": "null" } ] }, "pipeline": { "additionalProperties": false, "properties": { "id": { "description": "Stable public identifier for the referenced resource.", "maxLength": 255, "minLength": 1, "type": "string" }, "name": { "type": "string" } }, "required": [ "id", "name" ], "type": "object" }, "pipeline_stage": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "recipient": { "anyOf": [ { "additionalProperties": false, "properties": { "display_name": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "kind": { "type": "string" }, "kind_label": { "type": "string" } }, "required": [ "display_name", "kind", "kind_label" ], "type": "object" }, { "type": "null" } ] }, "relevance": { "enum": [ "assigned_to_user", "unassigned", "assigned_to_teammate", "observer" ], "type": "string" }, "source": { "anyOf": [ { "additionalProperties": false, "properties": { "channel_category": { "type": "string" }, "channel_category_label": { "type": "string" }, "channel_name": { "type": "string" }, "inherited_from_business": { "type": "boolean" } }, "required": [ "channel_name", "channel_category", "channel_category_label", "inherited_from_business" ], "type": "object" }, { "type": "null" } ] }, "submitted_at": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ] }, "work_tracking": { "additionalProperties": false, "properties": { "estimated_close_date": { "anyOf": [ { "description": "The provider team's estimated outcome date, not necessarily a task deadline.", "format": "date", "type": "string" }, { "type": "null" } ], "description": "The provider team's estimated outcome date, not necessarily a task deadline." }, "last_activity_at": { "description": "Latest visible product activity used to identify work that may have stalled.", "format": "date-time", "type": "string" }, "priority": { "anyOf": [ { "description": "The provider team's explicit pipeline priority. Interpret it with lifecycle, assignment, notes, and timing.", "type": "string" }, { "type": "null" } ], "description": "The provider team's explicit pipeline priority. Interpret it with lifecycle, assignment, notes, and timing." } }, "required": [ "priority", "estimated_close_date", "last_activity_at" ], "type": "object" } }, "required": [ "application_status", "pipeline", "pipeline_stage", "is_archived", "relevance", "assignment", "work_tracking", "next_action_owner", "application_progress", "operational_context", "has_unseen_completed_responses", "submitted_at", "recipient", "source", "financing_terms", "client_collaboration", "application_access", "business_deals", "matchmaking" ], "type": "object" }, "frontend_link": { "type": "string" }, "id": { "description": "Stable public identifier for the referenced resource.", "maxLength": 255, "minLength": 1, "type": "string" }, "kind": { "enum": [ "business", "deal" ], "type": "string" }, "name": { "type": "string" } }, "required": [ "kind", "id", "name", "business_name", "frontend_link", "current_state" ], "type": "object" } }, "required": [ "relevance", "attention_level", "requires_user_action", "reason_codes", "next_action_owner", "attention_context", "resource" ], "type": "object" }, "maxItems": 10, "type": "array" }, "current_businesses": { "description": "Bounded active client context ordered by assignment relevance and creation. Presence does not imply that a new deal should be created.", "items": { "additionalProperties": false, "properties": { "business_name": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "current_state": { "additionalProperties": false, "properties": { "application_access": { "anyOf": [ { "additionalProperties": false, "properties": { "direct_recipient_count": { "minimum": 0, "type": "integer" }, "is_visible_to_client": { "type": "boolean" } }, "required": [ "is_visible_to_client", "direct_recipient_count" ], "type": "object" }, { "type": "null" } ] }, "application_progress": { "anyOf": [ { "additionalProperties": false, "properties": { "completed_count": { "minimum": 0, "type": "integer" }, "progress_percent": { "maximum": 100, "minimum": 0, "type": "integer" }, "required_completed_count": { "minimum": 0, "type": "integer" }, "required_is_complete": { "type": "boolean" }, "required_total_count": { "minimum": 0, "type": "integer" }, "total_count": { "minimum": 0, "type": "integer" } }, "required": [ "completed_count", "total_count", "progress_percent", "required_completed_count", "required_total_count", "required_is_complete" ], "type": "object" }, { "type": "null" } ] }, "application_status": { "anyOf": [ { "additionalProperties": false, "properties": { "is_terminal": { "type": "boolean" }, "key": { "type": "string" }, "label": { "type": "string" } }, "required": [ "key", "label", "is_terminal" ], "type": "object" }, { "type": "null" } ] }, "assignment": { "anyOf": [ { "additionalProperties": false, "properties": { "assignee_name": { "type": "string" }, "is_assigned_to_current_user": { "type": "boolean" } }, "required": [ "assignee_name", "is_assigned_to_current_user" ], "type": "object" }, { "type": "null" } ] }, "business_deals": { "anyOf": [ { "additionalProperties": false, "properties": { "active_deal_count": { "description": "Visible, non-archived deals without a terminal application outcome.", "minimum": 0, "type": "integer" }, "inactive_or_completed_deal_count": { "description": "Visible deal history that is archived or has reached a terminal outcome.", "minimum": 0, "type": "integer" }, "visible_deal_count": { "description": "All deals for this business visible to the provider, including terminal or archived history.", "minimum": 0, "type": "integer" } }, "required": [ "visible_deal_count", "active_deal_count", "inactive_or_completed_deal_count" ], "type": "object" }, { "type": "null" } ] }, "client_collaboration": { "anyOf": [ { "additionalProperties": false, "properties": { "can_invite_business_members": { "type": "boolean" }, "can_open_client_workspace": { "type": "boolean" }, "can_share_client_intake": { "type": "boolean" }, "can_view_business_members": { "type": "boolean" }, "frontend_link": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "is_applicable": { "type": "boolean" }, "is_visible_to_client": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] }, "provider_is_observer": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] }, "provider_is_responsible_for_client_updates": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] } }, "required": [ "frontend_link", "is_applicable", "can_open_client_workspace", "can_invite_business_members", "can_view_business_members", "can_share_client_intake", "is_visible_to_client", "provider_is_responsible_for_client_updates", "provider_is_observer" ], "type": "object" }, { "type": "null" } ] }, "financing_terms": { "anyOf": [ { "additionalProperties": false, "properties": { "currency": { "anyOf": [ { "description": "Recorded financing currency; null means unknown.", "type": "string" }, { "type": "null" } ], "description": "Recorded financing currency; null means unknown." }, "disbursed_date": { "anyOf": [ { "format": "date", "type": "string" }, { "type": "null" } ] }, "funded_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "net_funded_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "offered_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "requested_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] } }, "required": [ "requested_amount", "offered_amount", "funded_amount", "net_funded_amount", "disbursed_date" ], "type": "object" }, { "type": "null" } ] }, "has_unseen_completed_responses": { "description": "Whether completed application responses exist that the authenticated user has not marked reviewed. This field does not identify who supplied the response.", "type": "boolean" }, "is_archived": { "type": "boolean" }, "matchmaking": { "anyOf": [ { "additionalProperties": false, "properties": { "has_calculated_matches": { "description": "Whether matchmaking has been calculated for this business in this provider scope.", "type": "boolean" } }, "required": [ "has_calculated_matches" ], "type": "object" }, { "type": "null" } ] }, "next_action_owner": { "enum": [ "signed_in_user", "provider_team", "client", "broker", "processor", "none" ], "type": "string" }, "operational_context": { "anyOf": [ { "additionalProperties": false, "properties": { "current_phase": { "enum": [ "pre_submission", "post_submission", "terminal" ], "type": "string" }, "current_phase_owner": { "enum": [ "current_provider_team", "source_provider", "processing_provider", "none" ], "type": "string" }, "is_processing_provider": { "type": "boolean" }, "is_source_provider": { "type": "boolean" }, "workspace_role": { "enum": [ "source_and_processing_provider", "source_provider", "processing_provider", "observer", "collaborating_provider" ], "type": "string" } }, "required": [ "workspace_role", "is_source_provider", "is_processing_provider", "current_phase", "current_phase_owner" ], "type": "object" }, { "type": "null" } ] }, "pipeline": { "additionalProperties": false, "properties": { "id": { "description": "Stable public identifier for the referenced resource.", "maxLength": 255, "minLength": 1, "type": "string" }, "name": { "type": "string" } }, "required": [ "id", "name" ], "type": "object" }, "pipeline_stage": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "recipient": { "anyOf": [ { "additionalProperties": false, "properties": { "display_name": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "kind": { "type": "string" }, "kind_label": { "type": "string" } }, "required": [ "display_name", "kind", "kind_label" ], "type": "object" }, { "type": "null" } ] }, "relevance": { "enum": [ "assigned_to_user", "unassigned", "assigned_to_teammate", "observer" ], "type": "string" }, "source": { "anyOf": [ { "additionalProperties": false, "properties": { "channel_category": { "type": "string" }, "channel_category_label": { "type": "string" }, "channel_name": { "type": "string" }, "inherited_from_business": { "type": "boolean" } }, "required": [ "channel_name", "channel_category", "channel_category_label", "inherited_from_business" ], "type": "object" }, { "type": "null" } ] }, "submitted_at": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ] }, "work_tracking": { "additionalProperties": false, "properties": { "estimated_close_date": { "anyOf": [ { "description": "The provider team's estimated outcome date, not necessarily a task deadline.", "format": "date", "type": "string" }, { "type": "null" } ], "description": "The provider team's estimated outcome date, not necessarily a task deadline." }, "last_activity_at": { "description": "Latest visible product activity used to identify work that may have stalled.", "format": "date-time", "type": "string" }, "priority": { "anyOf": [ { "description": "The provider team's explicit pipeline priority. Interpret it with lifecycle, assignment, notes, and timing.", "type": "string" }, { "type": "null" } ], "description": "The provider team's explicit pipeline priority. Interpret it with lifecycle, assignment, notes, and timing." } }, "required": [ "priority", "estimated_close_date", "last_activity_at" ], "type": "object" } }, "required": [ "application_status", "pipeline", "pipeline_stage", "is_archived", "relevance", "assignment", "work_tracking", "next_action_owner", "application_progress", "operational_context", "has_unseen_completed_responses", "submitted_at", "recipient", "source", "financing_terms", "client_collaboration", "application_access", "business_deals", "matchmaking" ], "type": "object" }, "frontend_link": { "type": "string" }, "id": { "description": "Stable public identifier for the referenced resource.", "maxLength": 255, "minLength": 1, "type": "string" }, "kind": { "enum": [ "business", "deal" ], "type": "string" }, "name": { "type": "string" } }, "required": [ "kind", "id", "name", "business_name", "frontend_link", "current_state" ], "type": "object" }, "maxItems": 10, "type": "array" }, "current_work": { "description": "The authenticated user's ordered active deal queue. This is context for the briefing, not evidence that every item needs attention.", "items": { "additionalProperties": false, "properties": { "business_name": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "current_state": { "additionalProperties": false, "properties": { "application_access": { "anyOf": [ { "additionalProperties": false, "properties": { "direct_recipient_count": { "minimum": 0, "type": "integer" }, "is_visible_to_client": { "type": "boolean" } }, "required": [ "is_visible_to_client", "direct_recipient_count" ], "type": "object" }, { "type": "null" } ] }, "application_progress": { "anyOf": [ { "additionalProperties": false, "properties": { "completed_count": { "minimum": 0, "type": "integer" }, "progress_percent": { "maximum": 100, "minimum": 0, "type": "integer" }, "required_completed_count": { "minimum": 0, "type": "integer" }, "required_is_complete": { "type": "boolean" }, "required_total_count": { "minimum": 0, "type": "integer" }, "total_count": { "minimum": 0, "type": "integer" } }, "required": [ "completed_count", "total_count", "progress_percent", "required_completed_count", "required_total_count", "required_is_complete" ], "type": "object" }, { "type": "null" } ] }, "application_status": { "anyOf": [ { "additionalProperties": false, "properties": { "is_terminal": { "type": "boolean" }, "key": { "type": "string" }, "label": { "type": "string" } }, "required": [ "key", "label", "is_terminal" ], "type": "object" }, { "type": "null" } ] }, "assignment": { "anyOf": [ { "additionalProperties": false, "properties": { "assignee_name": { "type": "string" }, "is_assigned_to_current_user": { "type": "boolean" } }, "required": [ "assignee_name", "is_assigned_to_current_user" ], "type": "object" }, { "type": "null" } ] }, "business_deals": { "anyOf": [ { "additionalProperties": false, "properties": { "active_deal_count": { "description": "Visible, non-archived deals without a terminal application outcome.", "minimum": 0, "type": "integer" }, "inactive_or_completed_deal_count": { "description": "Visible deal history that is archived or has reached a terminal outcome.", "minimum": 0, "type": "integer" }, "visible_deal_count": { "description": "All deals for this business visible to the provider, including terminal or archived history.", "minimum": 0, "type": "integer" } }, "required": [ "visible_deal_count", "active_deal_count", "inactive_or_completed_deal_count" ], "type": "object" }, { "type": "null" } ] }, "client_collaboration": { "anyOf": [ { "additionalProperties": false, "properties": { "can_invite_business_members": { "type": "boolean" }, "can_open_client_workspace": { "type": "boolean" }, "can_share_client_intake": { "type": "boolean" }, "can_view_business_members": { "type": "boolean" }, "frontend_link": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "is_applicable": { "type": "boolean" }, "is_visible_to_client": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] }, "provider_is_observer": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] }, "provider_is_responsible_for_client_updates": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] } }, "required": [ "frontend_link", "is_applicable", "can_open_client_workspace", "can_invite_business_members", "can_view_business_members", "can_share_client_intake", "is_visible_to_client", "provider_is_responsible_for_client_updates", "provider_is_observer" ], "type": "object" }, { "type": "null" } ] }, "financing_terms": { "anyOf": [ { "additionalProperties": false, "properties": { "currency": { "anyOf": [ { "description": "Recorded financing currency; null means unknown.", "type": "string" }, { "type": "null" } ], "description": "Recorded financing currency; null means unknown." }, "disbursed_date": { "anyOf": [ { "format": "date", "type": "string" }, { "type": "null" } ] }, "funded_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "net_funded_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "offered_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "requested_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] } }, "required": [ "requested_amount", "offered_amount", "funded_amount", "net_funded_amount", "disbursed_date" ], "type": "object" }, { "type": "null" } ] }, "has_unseen_completed_responses": { "description": "Whether completed application responses exist that the authenticated user has not marked reviewed. This field does not identify who supplied the response.", "type": "boolean" }, "is_archived": { "type": "boolean" }, "matchmaking": { "anyOf": [ { "additionalProperties": false, "properties": { "has_calculated_matches": { "description": "Whether matchmaking has been calculated for this business in this provider scope.", "type": "boolean" } }, "required": [ "has_calculated_matches" ], "type": "object" }, { "type": "null" } ] }, "next_action_owner": { "enum": [ "signed_in_user", "provider_team", "client", "broker", "processor", "none" ], "type": "string" }, "operational_context": { "anyOf": [ { "additionalProperties": false, "properties": { "current_phase": { "enum": [ "pre_submission", "post_submission", "terminal" ], "type": "string" }, "current_phase_owner": { "enum": [ "current_provider_team", "source_provider", "processing_provider", "none" ], "type": "string" }, "is_processing_provider": { "type": "boolean" }, "is_source_provider": { "type": "boolean" }, "workspace_role": { "enum": [ "source_and_processing_provider", "source_provider", "processing_provider", "observer", "collaborating_provider" ], "type": "string" } }, "required": [ "workspace_role", "is_source_provider", "is_processing_provider", "current_phase", "current_phase_owner" ], "type": "object" }, { "type": "null" } ] }, "pipeline": { "additionalProperties": false, "properties": { "id": { "description": "Stable public identifier for the referenced resource.", "maxLength": 255, "minLength": 1, "type": "string" }, "name": { "type": "string" } }, "required": [ "id", "name" ], "type": "object" }, "pipeline_stage": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "recipient": { "anyOf": [ { "additionalProperties": false, "properties": { "display_name": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "kind": { "type": "string" }, "kind_label": { "type": "string" } }, "required": [ "display_name", "kind", "kind_label" ], "type": "object" }, { "type": "null" } ] }, "relevance": { "enum": [ "assigned_to_user", "unassigned", "assigned_to_teammate", "observer" ], "type": "string" }, "source": { "anyOf": [ { "additionalProperties": false, "properties": { "channel_category": { "type": "string" }, "channel_category_label": { "type": "string" }, "channel_name": { "type": "string" }, "inherited_from_business": { "type": "boolean" } }, "required": [ "channel_name", "channel_category", "channel_category_label", "inherited_from_business" ], "type": "object" }, { "type": "null" } ] }, "submitted_at": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ] }, "work_tracking": { "additionalProperties": false, "properties": { "estimated_close_date": { "anyOf": [ { "description": "The provider team's estimated outcome date, not necessarily a task deadline.", "format": "date", "type": "string" }, { "type": "null" } ], "description": "The provider team's estimated outcome date, not necessarily a task deadline." }, "last_activity_at": { "description": "Latest visible product activity used to identify work that may have stalled.", "format": "date-time", "type": "string" }, "priority": { "anyOf": [ { "description": "The provider team's explicit pipeline priority. Interpret it with lifecycle, assignment, notes, and timing.", "type": "string" }, { "type": "null" } ], "description": "The provider team's explicit pipeline priority. Interpret it with lifecycle, assignment, notes, and timing." } }, "required": [ "priority", "estimated_close_date", "last_activity_at" ], "type": "object" } }, "required": [ "application_status", "pipeline", "pipeline_stage", "is_archived", "relevance", "assignment", "work_tracking", "next_action_owner", "application_progress", "operational_context", "has_unseen_completed_responses", "submitted_at", "recipient", "source", "financing_terms", "client_collaboration", "application_access", "business_deals", "matchmaking" ], "type": "object" }, "frontend_link": { "type": "string" }, "id": { "description": "Stable public identifier for the referenced resource.", "maxLength": 255, "minLength": 1, "type": "string" }, "kind": { "enum": [ "business", "deal" ], "type": "string" }, "name": { "type": "string" } }, "required": [ "kind", "id", "name", "business_name", "frontend_link", "current_state" ], "type": "object" }, "maxItems": 10, "type": "array" }, "provider": { "additionalProperties": false, "description": "Portal workspace summarized by this overview.", "properties": { "name": { "type": "string" }, "provider_slug": { "description": "Stable public identifier for the referenced resource.", "maxLength": 255, "minLength": 1, "type": "string" } }, "required": [ "provider_slug", "name" ], "type": "object" }, "recent_activity": { "description": "What happened recently. Resource current_state is present state and must not be reconstructed by replaying these events.", "items": { "additionalProperties": false, "properties": { "actor": { "anyOf": [ { "additionalProperties": false, "properties": { "is_current_user": { "type": "boolean" }, "kind": { "description": "Whether the actor is an authenticated platform user, an authenticated external human, or other external provenance.", "enum": [ "user", "external_user", "external" ], "type": "string" }, "name": { "maxLength": 255, "type": "string" } }, "required": [ "name", "is_current_user", "kind" ], "type": "object" }, { "type": "null" } ] }, "event_type": { "description": "Stable domain event or normalized activity name.", "type": "string" }, "occurred_at": { "format": "date-time", "type": "string" }, "origin": { "anyOf": [ { "additionalProperties": false, "properties": { "agent_run_id": { "description": "Originating AgentRun ID for audit correlation; not a product-resource selector.", "type": "integer" }, "request_id": { "type": "string" }, "source": { "description": "Transport that created the event.", "type": "string" }, "tool_name": { "type": "string" } }, "required": [ "source" ], "type": "object" }, { "type": "null" } ] }, "resource": { "additionalProperties": false, "properties": { "business_name": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "current_state": { "additionalProperties": false, "properties": { "application_access": { "anyOf": [ { "additionalProperties": false, "properties": { "direct_recipient_count": { "minimum": 0, "type": "integer" }, "is_visible_to_client": { "type": "boolean" } }, "required": [ "is_visible_to_client", "direct_recipient_count" ], "type": "object" }, { "type": "null" } ] }, "application_progress": { "anyOf": [ { "additionalProperties": false, "properties": { "completed_count": { "minimum": 0, "type": "integer" }, "progress_percent": { "maximum": 100, "minimum": 0, "type": "integer" }, "required_completed_count": { "minimum": 0, "type": "integer" }, "required_is_complete": { "type": "boolean" }, "required_total_count": { "minimum": 0, "type": "integer" }, "total_count": { "minimum": 0, "type": "integer" } }, "required": [ "completed_count", "total_count", "progress_percent", "required_completed_count", "required_total_count", "required_is_complete" ], "type": "object" }, { "type": "null" } ] }, "application_status": { "anyOf": [ { "additionalProperties": false, "properties": { "is_terminal": { "type": "boolean" }, "key": { "type": "string" }, "label": { "type": "string" } }, "required": [ "key", "label", "is_terminal" ], "type": "object" }, { "type": "null" } ] }, "assignment": { "anyOf": [ { "additionalProperties": false, "properties": { "assignee_name": { "type": "string" }, "is_assigned_to_current_user": { "type": "boolean" } }, "required": [ "assignee_name", "is_assigned_to_current_user" ], "type": "object" }, { "type": "null" } ] }, "business_deals": { "anyOf": [ { "additionalProperties": false, "properties": { "active_deal_count": { "description": "Visible, non-archived deals without a terminal application outcome.", "minimum": 0, "type": "integer" }, "inactive_or_completed_deal_count": { "description": "Visible deal history that is archived or has reached a terminal outcome.", "minimum": 0, "type": "integer" }, "visible_deal_count": { "description": "All deals for this business visible to the provider, including terminal or archived history.", "minimum": 0, "type": "integer" } }, "required": [ "visible_deal_count", "active_deal_count", "inactive_or_completed_deal_count" ], "type": "object" }, { "type": "null" } ] }, "client_collaboration": { "anyOf": [ { "additionalProperties": false, "properties": { "can_invite_business_members": { "type": "boolean" }, "can_open_client_workspace": { "type": "boolean" }, "can_share_client_intake": { "type": "boolean" }, "can_view_business_members": { "type": "boolean" }, "frontend_link": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "is_applicable": { "type": "boolean" }, "is_visible_to_client": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] }, "provider_is_observer": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] }, "provider_is_responsible_for_client_updates": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] } }, "required": [ "frontend_link", "is_applicable", "can_open_client_workspace", "can_invite_business_members", "can_view_business_members", "can_share_client_intake", "is_visible_to_client", "provider_is_responsible_for_client_updates", "provider_is_observer" ], "type": "object" }, { "type": "null" } ] }, "financing_terms": { "anyOf": [ { "additionalProperties": false, "properties": { "currency": { "anyOf": [ { "description": "Recorded financing currency; null means unknown.", "type": "string" }, { "type": "null" } ], "description": "Recorded financing currency; null means unknown." }, "disbursed_date": { "anyOf": [ { "format": "date", "type": "string" }, { "type": "null" } ] }, "funded_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "net_funded_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "offered_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "requested_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] } }, "required": [ "requested_amount", "offered_amount", "funded_amount", "net_funded_amount", "disbursed_date" ], "type": "object" }, { "type": "null" } ] }, "has_unseen_completed_responses": { "description": "Whether completed application responses exist that the authenticated user has not marked reviewed. This field does not identify who supplied the response.", "type": "boolean" }, "is_archived": { "type": "boolean" }, "matchmaking": { "anyOf": [ { "additionalProperties": false, "properties": { "has_calculated_matches": { "description": "Whether matchmaking has been calculated for this business in this provider scope.", "type": "boolean" } }, "required": [ "has_calculated_matches" ], "type": "object" }, { "type": "null" } ] }, "next_action_owner": { "enum": [ "signed_in_user", "provider_team", "client", "broker", "processor", "none" ], "type": "string" }, "operational_context": { "anyOf": [ { "additionalProperties": false, "properties": { "current_phase": { "enum": [ "pre_submission", "post_submission", "terminal" ], "type": "string" }, "current_phase_owner": { "enum": [ "current_provider_team", "source_provider", "processing_provider", "none" ], "type": "string" }, "is_processing_provider": { "type": "boolean" }, "is_source_provider": { "type": "boolean" }, "workspace_role": { "enum": [ "source_and_processing_provider", "source_provider", "processing_provider", "observer", "collaborating_provider" ], "type": "string" } }, "required": [ "workspace_role", "is_source_provider", "is_processing_provider", "current_phase", "current_phase_owner" ], "type": "object" }, { "type": "null" } ] }, "pipeline": { "additionalProperties": false, "properties": { "id": { "description": "Stable public identifier for the referenced resource.", "maxLength": 255, "minLength": 1, "type": "string" }, "name": { "type": "string" } }, "required": [ "id", "name" ], "type": "object" }, "pipeline_stage": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "recipient": { "anyOf": [ { "additionalProperties": false, "properties": { "display_name": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "kind": { "type": "string" }, "kind_label": { "type": "string" } }, "required": [ "display_name", "kind", "kind_label" ], "type": "object" }, { "type": "null" } ] }, "relevance": { "enum": [ "assigned_to_user", "unassigned", "assigned_to_teammate", "observer" ], "type": "string" }, "source": { "anyOf": [ { "additionalProperties": false, "properties": { "channel_category": { "type": "string" }, "channel_category_label": { "type": "string" }, "channel_name": { "type": "string" }, "inherited_from_business": { "type": "boolean" } }, "required": [ "channel_name", "channel_category", "channel_category_label", "inherited_from_business" ], "type": "object" }, { "type": "null" } ] }, "submitted_at": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ] }, "work_tracking": { "additionalProperties": false, "properties": { "estimated_close_date": { "anyOf": [ { "description": "The provider team's estimated outcome date, not necessarily a task deadline.", "format": "date", "type": "string" }, { "type": "null" } ], "description": "The provider team's estimated outcome date, not necessarily a task deadline." }, "last_activity_at": { "description": "Latest visible product activity used to identify work that may have stalled.", "format": "date-time", "type": "string" }, "priority": { "anyOf": [ { "description": "The provider team's explicit pipeline priority. Interpret it with lifecycle, assignment, notes, and timing.", "type": "string" }, { "type": "null" } ], "description": "The provider team's explicit pipeline priority. Interpret it with lifecycle, assignment, notes, and timing." } }, "required": [ "priority", "estimated_close_date", "last_activity_at" ], "type": "object" } }, "required": [ "application_status", "pipeline", "pipeline_stage", "is_archived", "relevance", "assignment", "work_tracking", "next_action_owner", "application_progress", "operational_context", "has_unseen_completed_responses", "submitted_at", "recipient", "source", "financing_terms", "client_collaboration", "application_access", "business_deals", "matchmaking" ], "type": "object" }, "frontend_link": { "type": "string" }, "id": { "description": "Stable public identifier for the referenced resource.", "maxLength": 255, "minLength": 1, "type": "string" }, "kind": { "enum": [ "business", "deal" ], "type": "string" }, "name": { "type": "string" } }, "required": [ "kind", "id", "name", "business_name", "frontend_link", "current_state" ], "type": "object" }, "summary": { "description": "Concise user-facing description of what happened.", "maxLength": 532, "type": "string" } }, "required": [ "event_type", "occurred_at", "summary", "actor", "resource" ], "type": "object" }, "maxItems": 10, "type": "array" }, "recent_outcomes": { "description": "Recent application lifecycle outcomes. Current resource state and financing terms remain authoritative if a later change occurred.", "items": { "additionalProperties": false, "properties": { "actor": { "anyOf": [ { "additionalProperties": false, "properties": { "is_current_user": { "type": "boolean" }, "kind": { "description": "Whether the actor is an authenticated platform user, an authenticated external human, or other external provenance.", "enum": [ "user", "external_user", "external" ], "type": "string" }, "name": { "maxLength": 255, "type": "string" } }, "required": [ "name", "is_current_user", "kind" ], "type": "object" }, { "type": "null" } ] }, "event_type": { "description": "Stable domain event or normalized activity name.", "type": "string" }, "occurred_at": { "format": "date-time", "type": "string" }, "origin": { "anyOf": [ { "additionalProperties": false, "properties": { "agent_run_id": { "description": "Originating AgentRun ID for audit correlation; not a product-resource selector.", "type": "integer" }, "request_id": { "type": "string" }, "source": { "description": "Transport that created the event.", "type": "string" }, "tool_name": { "type": "string" } }, "required": [ "source" ], "type": "object" }, { "type": "null" } ] }, "resource": { "additionalProperties": false, "properties": { "business_name": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "current_state": { "additionalProperties": false, "properties": { "application_access": { "anyOf": [ { "additionalProperties": false, "properties": { "direct_recipient_count": { "minimum": 0, "type": "integer" }, "is_visible_to_client": { "type": "boolean" } }, "required": [ "is_visible_to_client", "direct_recipient_count" ], "type": "object" }, { "type": "null" } ] }, "application_progress": { "anyOf": [ { "additionalProperties": false, "properties": { "completed_count": { "minimum": 0, "type": "integer" }, "progress_percent": { "maximum": 100, "minimum": 0, "type": "integer" }, "required_completed_count": { "minimum": 0, "type": "integer" }, "required_is_complete": { "type": "boolean" }, "required_total_count": { "minimum": 0, "type": "integer" }, "total_count": { "minimum": 0, "type": "integer" } }, "required": [ "completed_count", "total_count", "progress_percent", "required_completed_count", "required_total_count", "required_is_complete" ], "type": "object" }, { "type": "null" } ] }, "application_status": { "anyOf": [ { "additionalProperties": false, "properties": { "is_terminal": { "type": "boolean" }, "key": { "type": "string" }, "label": { "type": "string" } }, "required": [ "key", "label", "is_terminal" ], "type": "object" }, { "type": "null" } ] }, "assignment": { "anyOf": [ { "additionalProperties": false, "properties": { "assignee_name": { "type": "string" }, "is_assigned_to_current_user": { "type": "boolean" } }, "required": [ "assignee_name", "is_assigned_to_current_user" ], "type": "object" }, { "type": "null" } ] }, "business_deals": { "anyOf": [ { "additionalProperties": false, "properties": { "active_deal_count": { "description": "Visible, non-archived deals without a terminal application outcome.", "minimum": 0, "type": "integer" }, "inactive_or_completed_deal_count": { "description": "Visible deal history that is archived or has reached a terminal outcome.", "minimum": 0, "type": "integer" }, "visible_deal_count": { "description": "All deals for this business visible to the provider, including terminal or archived history.", "minimum": 0, "type": "integer" } }, "required": [ "visible_deal_count", "active_deal_count", "inactive_or_completed_deal_count" ], "type": "object" }, { "type": "null" } ] }, "client_collaboration": { "anyOf": [ { "additionalProperties": false, "properties": { "can_invite_business_members": { "type": "boolean" }, "can_open_client_workspace": { "type": "boolean" }, "can_share_client_intake": { "type": "boolean" }, "can_view_business_members": { "type": "boolean" }, "frontend_link": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "is_applicable": { "type": "boolean" }, "is_visible_to_client": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] }, "provider_is_observer": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] }, "provider_is_responsible_for_client_updates": { "anyOf": [ { "type": "boolean" }, { "type": "null" } ] } }, "required": [ "frontend_link", "is_applicable", "can_open_client_workspace", "can_invite_business_members", "can_view_business_members", "can_share_client_intake", "is_visible_to_client", "provider_is_responsible_for_client_updates", "provider_is_observer" ], "type": "object" }, { "type": "null" } ] }, "financing_terms": { "anyOf": [ { "additionalProperties": false, "properties": { "currency": { "anyOf": [ { "description": "Recorded financing currency; null means unknown.", "type": "string" }, { "type": "null" } ], "description": "Recorded financing currency; null means unknown." }, "disbursed_date": { "anyOf": [ { "format": "date", "type": "string" }, { "type": "null" } ] }, "funded_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "net_funded_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "offered_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "requested_amount": { "anyOf": [ { "type": "string" }, { "type": "null" } ] } }, "required": [ "requested_amount", "offered_amount", "funded_amount", "net_funded_amount", "disbursed_date" ], "type": "object" }, { "type": "null" } ] }, "has_unseen_completed_responses": { "description": "Whether completed application responses exist that the authenticated user has not marked reviewed. This field does not identify who supplied the response.", "type": "boolean" }, "is_archived": { "type": "boolean" }, "matchmaking": { "anyOf": [ { "additionalProperties": false, "properties": { "has_calculated_matches": { "description": "Whether matchmaking has been calculated for this business in this provider scope.", "type": "boolean" } }, "required": [ "has_calculated_matches" ], "type": "object" }, { "type": "null" } ] }, "next_action_owner": { "enum": [ "signed_in_user", "provider_team", "client", "broker", "processor", "none" ], "type": "string" }, "operational_context": { "anyOf": [ { "additionalProperties": false, "properties": { "current_phase": { "enum": [ "pre_submission", "post_submission", "terminal" ], "type": "string" }, "current_phase_owner": { "enum": [ "current_provider_team", "source_provider", "processing_provider", "none" ], "type": "string" }, "is_processing_provider": { "type": "boolean" }, "is_source_provider": { "type": "boolean" }, "workspace_role": { "enum": [ "source_and_processing_provider", "source_provider", "processing_provider", "observer", "collaborating_provider" ], "type": "string" } }, "required": [ "workspace_role", "is_source_provider", "is_processing_provider", "current_phase", "current_phase_owner" ], "type": "object" }, { "type": "null" } ] }, "pipeline": { "additionalProperties": false, "properties": { "id": { "description": "Stable public identifier for the referenced resource.", "maxLength": 255, "minLength": 1, "type": "string" }, "name": { "type": "string" } }, "required": [ "id", "name" ], "type": "object" }, "pipeline_stage": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "recipient": { "anyOf": [ { "additionalProperties": false, "properties": { "display_name": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "kind": { "type": "string" }, "kind_label": { "type": "string" } }, "required": [ "display_name", "kind", "kind_label" ], "type": "object" }, { "type": "null" } ] }, "relevance": { "enum": [ "assigned_to_user", "unassigned", "assigned_to_teammate", "observer" ], "type": "string" }, "source": { "anyOf": [ { "additionalProperties": false, "properties": { "channel_category": { "type": "string" }, "channel_category_label": { "type": "string" }, "channel_name": { "type": "string" }, "inherited_from_business": { "type": "boolean" } }, "required": [ "channel_name", "channel_category", "channel_category_label", "inherited_from_business" ], "type": "object" }, { "type": "null" } ] }, "submitted_at": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ] }, "work_tracking": { "additionalProperties": false, "properties": { "estimated_close_date": { "anyOf": [ { "description": "The provider team's estimated outcome date, not necessarily a task deadline.", "format": "date", "type": "string" }, { "type": "null" } ], "description": "The provider team's estimated outcome date, not necessarily a task deadline." }, "last_activity_at": { "description": "Latest visible product activity used to identify work that may have stalled.", "format": "date-time", "type": "string" }, "priority": { "anyOf": [ { "description": "The provider team's explicit pipeline priority. Interpret it with lifecycle, assignment, notes, and timing.", "type": "string" }, { "type": "null" } ], "description": "The provider team's explicit pipeline priority. Interpret it with lifecycle, assignment, notes, and timing." } }, "required": [ "priority", "estimated_close_date", "last_activity_at" ], "type": "object" } }, "required": [ "application_status", "pipeline", "pipeline_stage", "is_archived", "relevance", "assignment", "work_tracking", "next_action_owner", "application_progress", "operational_context", "has_unseen_completed_responses", "submitted_at", "recipient", "source", "financing_terms", "client_collaboration", "application_access", "business_deals", "matchmaking" ], "type": "object" }, "frontend_link": { "type": "string" }, "id": { "description": "Stable public identifier for the referenced resource.", "maxLength": 255, "minLength": 1, "type": "string" }, "kind": { "enum": [ "business", "deal" ], "type": "string" }, "name": { "type": "string" } }, "required": [ "kind", "id", "name", "business_name", "frontend_link", "current_state" ], "type": "object" }, "summary": { "description": "Concise user-facing description of what happened.", "maxLength": 532, "type": "string" } }, "required": [ "event_type", "occurred_at", "summary", "actor", "resource" ], "type": "object" }, "maxItems": 10, "type": "array" }, "setup": { "additionalProperties": false, "description": "Permission-aware workspace setup context and authorized navigation links.", "properties": { "branding": { "additionalProperties": false, "properties": { "description": { "type": "string" }, "portal_logo_and_colors": { "additionalProperties": false, "properties": { "can_change": { "type": "boolean" }, "frontend_link": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "is_managed_centrally": { "type": "boolean" } }, "required": [ "can_change", "is_managed_centrally", "frontend_link" ], "type": "object" }, "whitelabeling": { "additionalProperties": false, "properties": { "can_manage": { "type": "boolean" }, "can_request_access": { "type": "boolean" }, "description": { "type": "string" }, "frontend_link": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "is_available": { "type": "boolean" } }, "required": [ "description", "is_available", "can_manage", "can_request_access", "frontend_link" ], "type": "object" } }, "required": [ "description", "portal_logo_and_colors", "whitelabeling" ], "type": "object" }, "description": { "type": "string" }, "outbound_channels": { "additionalProperties": false, "properties": { "configured_count": { "minimum": 0, "type": "integer" }, "description": { "type": "string" }, "frontend_link": { "anyOf": [ { "type": "string" }, { "type": "null" } ] } }, "required": [ "description", "configured_count", "frontend_link" ], "type": "object" }, "source_channels": { "additionalProperties": false, "properties": { "configured_channels": { "items": { "additionalProperties": false, "properties": { "category": { "type": "string" }, "category_label": { "type": "string" }, "frontend_link": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "name": { "type": "string" } }, "required": [ "name", "category", "category_label", "frontend_link" ], "type": "object" }, "maxItems": 25, "type": "array" }, "configured_count": { "minimum": 0, "type": "integer" }, "description": { "type": "string" }, "frontend_link": { "anyOf": [ { "type": "string" }, { "type": "null" } ] } }, "required": [ "description", "configured_count", "configured_channels", "frontend_link" ], "type": "object" } }, "required": [ "description", "source_channels", "outbound_channels", "branding" ], "type": "object" }, "ui_preferences": { "additionalProperties": false, "description": "Workspace display preferences that affect how activity should be grouped.", "properties": { "default_deal_pipeline": { "anyOf": [ { "additionalProperties": false, "properties": { "id": { "description": "Stable public identifier for the referenced resource.", "maxLength": 255, "minLength": 1, "type": "string" }, "name": { "type": "string" } }, "required": [ "id", "name" ], "type": "object" }, { "type": "null" } ], "description": "The workspace's configured default submitted-deal pipeline, used as the report scope when present." } }, "required": [ "default_deal_pipeline" ], "type": "object" }, "unread_notifications": { "description": "Unread notifications assigned to the authenticated user.", "items": { "additionalProperties": false, "properties": { "category": { "description": "Notification category.", "type": "string" }, "event": { "description": "Stable notification event name.", "type": "string" }, "frontend_link": { "anyOf": [ { "description": "Authorized product destination when the notification has one.", "type": "string" }, { "type": "null" } ], "description": "Authorized product destination when the notification has one." }, "occurred_at": { "description": "When the notification was created.", "format": "date-time", "type": "string" }, "summary": { "description": "User-facing notification text; unread does not necessarily mean actionable.", "maxLength": 500, "type": "string" } }, "required": [ "category", "event", "summary", "occurred_at", "frontend_link" ], "type": "object" }, "maxItems": 10, "type": "array" }, "workspace_capabilities": { "additionalProperties": false, "description": "Permission-aware intake and deal capabilities currently available to the user.", "properties": { "deal_intake": { "additionalProperties": false, "properties": { "can_receive_from_provider_partners": { "type": "boolean" }, "is_available": { "description": "Whether this workspace is configured to receive deals.", "type": "boolean" }, "is_marketplace_lender": { "type": "boolean" }, "is_ready_for_provider_partners": { "type": "boolean" }, "provider_partner_blocker": { "anyOf": [ { "type": "string" }, { "type": "null" } ] }, "provider_partner_blocker_code": { "anyOf": [ { "type": "string" }, { "type": "null" } ] } }, "required": [ "is_available", "is_marketplace_lender", "can_receive_from_provider_partners", "is_ready_for_provider_partners", "provider_partner_blocker_code", "provider_partner_blocker" ], "type": "object" } }, "required": [ "deal_intake" ], "type": "object" } }, "required": [ "provider", "activation", "workspace_capabilities", "ui_preferences", "counts", "as_of", "activity_since", "recent_activity", "recent_outcomes", "current_attention", "current_work", "unread_notifications", "available_actions", "current_businesses", "setup" ], "type": "object" }, "error": { "additionalProperties": false, "properties": { "code": { "type": "string" }, "details": { "additionalProperties": true, "description": "Optional bounded, agent-safe correction or recovery facts.", "type": "object" }, "message": { "type": "string" }, "retryable": { "type": "boolean" } }, "required": [ "code", "message", "retryable" ], "type": "object" }, "meta": { "additionalProperties": false, "properties": { "request_id": { "type": "string" } }, "required": [ "request_id" ], "type": "object" }, "ok": { "description": "Whether the tool completed successfully.", "type": "boolean" } }, "required": [ "ok", "meta" ], "type": "object" } ```