Client Compass

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com.numbru/client-compassv1.0.0 Domain verified

Behavioral intelligence for client-facing professionals. Know who you're walking into.

Sales & CRM

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batch_create_persons

Create up to 10 people (clients) in parallel and generate a Client Compass for each. Use this for re-engaging dormant leads — a name is enough. IMPORTANT: Return the full Start Here coaching for each person (ask_them, know_this, avoid_this) — do not summarize or create tables. Present each person's compass_summary_text and all three Start Here items in full.

contactsarray, required

Array of 1–10 contacts to profile. First and last name required for each.

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Tools (11)

batch_create_persons

Argument	Type	Description
contacts*	array	Array of 1–10 contacts to profile. First and last name required for each.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "contacts"
  ],
  "properties": {
    "contacts": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "first_name",
          "last_name"
        ],
        "properties": {
          "dob": {
            "type": "string",
            "description": "Date of birth in YYYY-MM-DD format (optional)"
          },
          "vertical": {
            "enum": [
              "real_estate",
              "sales",
              "civic",
              "insurance"
            ],
            "type": "string"
          },
          "last_name": {
            "type": "string",
            "maxLength": 200,
            "minLength": 1
          },
          "first_name": {
            "type": "string",
            "maxLength": 200,
            "minLength": 1
          },
          "middle_name": {
            "type": "string",
            "maxLength": 200
          }
        }
      },
      "maxItems": 10,
      "minItems": 1,
      "description": "Array of 1–10 contacts to profile. First and last name required for each."
    }
  }
}

complete_profile

Complete the user's profile (one-time signup). Sets name, profession, and generates a User Compass. Required before creating clients.

Argument	Type	Description
dob	string	Date of birth YYYY-MM-DD (optional, improves compass). Do not ask the user for this before calling — proceed with name only.
phone	string	Phone number (optional)
last_name*	string	Last name (required)
first_name*	string	First name (required)
profession*	string	Profession (required)
maiden_name	string	Maiden/birth name (optional)
middle_name	string	Middle name (optional)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "first_name",
    "last_name",
    "profession"
  ],
  "properties": {
    "dob": {
      "type": "string",
      "description": "Date of birth YYYY-MM-DD (optional, improves compass). Do not ask the user for this before calling — proceed with name only."
    },
    "phone": {
      "type": "string",
      "description": "Phone number (optional)"
    },
    "last_name": {
      "type": "string",
      "minLength": 1,
      "description": "Last name (required)"
    },
    "first_name": {
      "type": "string",
      "minLength": 1,
      "description": "First name (required)"
    },
    "profession": {
      "enum": [
        "real_estate",
        "sales",
        "civic",
        "insurance",
        "design",
        "hospitality_travel",
        "event_planning"
      ],
      "type": "string",
      "description": "Profession (required)"
    },
    "maiden_name": {
      "type": "string",
      "description": "Maiden/birth name (optional)"
    },
    "middle_name": {
      "type": "string",
      "description": "Middle name (optional)"
    }
  }
}

create_person

Save a new person (client) to the user's people list. Only call this when the user asks to save or add someone. Never call it to get a Lowdown, a card, or to go deeper: use generate_compass for every read. Requires the user to have a profession set.

Argument	Type	Description
dob	string	Date of birth in YYYY-MM-DD format (optional, improves compass accuracy). Do not ask the user for this before calling — proceed with name only and let the engine handle it.
vertical	string	Industry vertical override. Defaults to the user's profession if omitted.
last_name*	string	Last name (required)
first_name*	string	First name (required)
key_parties	array	Key parties involved (e.g. spouse, parent, colleague)
middle_name	string	Middle name (optional)
must_haves_avoids	string	Notes on must-haves or things to avoid
is_first_interaction	boolean	Is this the first interaction with this client? Default: true

Input schema (JSON)

generate_compass

Get the Lowdown on a person from the numbrU engine. Call with depth "card" first (the default): it returns a short card with KNOW, AVOID, and INSTEAD. If the user has described the moment (a listing meeting, a negotiation, a first call), pass it in context so the card fits that moment. When the user asks to go deeper, call again with the same name, dob, vertical, and context and depth "full" for the Deeper Details: how they decide, what earns their trust, the signs to watch for, and how to communicate. IMPORTANT: present the returned output verbatim, exactly as formatted, preserving every heading. Do not summarize, reword, reorder, condense into tables, or describe the sections instead of showing them. The formatting is the product. Get every read from generate_compass only: do not call create_person, list_people, or get_person to get or deepen a read, and do not save the person unless the user asks. In any note you add after the output, refer to the person by first name or "they", never he/she.

Argument	Type	Description
dob	string	Date of birth in YYYY-MM-DD format (optional). If not provided, proceed with name only.
name*	string	Full name of the person
depth	string	card = short card first (default). full = Deeper Details, only when the user asks to go deeper.
context	string	Optional: the moment the user described, in their words (e.g. 'listing appointment Thursday, first meeting').
vertical	string	Industry vertical (default: real_estate)

Input schema (JSON)

get_chat_messages

Retrieve chat message history for a specific person (client). Returns messages in reverse chronological order.

Argument	Type	Description
limit	integer	Max messages to return (default: 50)
cursor	string	Pagination cursor from a previous response
person_id*	string	The UUID of the person

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "person_id"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1,
      "description": "Max messages to return (default: 50)"
    },
    "cursor": {
      "type": "string",
      "description": "Pagination cursor from a previous response"
    },
    "person_id": {
      "type": "string",
      "description": "The UUID of the person"
    }
  }
}

get_me

Retrieve the authenticated user's profile information.

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_person

Retrieve a single person (client) by their ID. Returns contact details only, not the Lowdown: for any read, card or "go deeper", call generate_compass.

Argument	Type	Description
person_id*	string	The UUID of the person to retrieve

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "person_id"
  ],
  "properties": {
    "person_id": {
      "type": "string",
      "description": "The UUID of the person to retrieve"
    }
  }
}

health_check

Check the health status of the numbrU API

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

list_people

Retrieve all people (clients) for the authenticated user. Optionally search by name. Returns contact details only, not the Lowdown: for any read, card or "go deeper", call generate_compass.

Argument	Type	Description
pace	string	Filter by preferred pace (e.g. quick, measured, deliberate)
tone	string	Filter by tone (e.g. confident, collaborative, analytical)
voice	string	Filter by communication voice (e.g. direct, warm, conversational)
search	string	Search by name (partial match, case-insensitive)
archetype	string	Filter by archetype name

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "pace": {
      "type": "string",
      "description": "Filter by preferred pace (e.g. quick, measured, deliberate)"
    },
    "tone": {
      "type": "string",
      "description": "Filter by tone (e.g. confident, collaborative, analytical)"
    },
    "voice": {
      "type": "string",
      "description": "Filter by communication voice (e.g. direct, warm, conversational)"
    },
    "search": {
      "type": "string",
      "description": "Search by name (partial match, case-insensitive)"
    },
    "archetype": {
      "type": "string",
      "description": "Filter by archetype name"
    }
  }
}

send_chat_message

Send a chat message about a specific person (client). The AI will respond with tailored advice based on the client's Compass profile.

Argument	Type	Description
message*	string	The message to send
person_id*	string	The UUID of the person

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "person_id",
    "message"
  ],
  "properties": {
    "message": {
      "type": "string",
      "minLength": 1,
      "description": "The message to send"
    },
    "person_id": {
      "type": "string",
      "description": "The UUID of the person"
    }
  }
}

update_profile

Update the user's profile settings. Can change name, profession, phone, DOB, or custom prompt.

Argument	Type	Description
dob	string	Date of birth YYYY-MM-DD
phone	string	Phone number
last_name	string	Last name
first_name	string	First name
profession	string	Profession
maiden_name	string	Maiden/birth name
middle_name	string	Middle name
custom_prompt	string	Custom instructions for AI interactions

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "dob": {
      "type": "string",
      "description": "Date of birth YYYY-MM-DD"
    },
    "phone": {
      "type": "string",
      "description": "Phone number"
    },
    "last_name": {
      "type": "string",
      "description": "Last name"
    },
    "first_name": {
      "type": "string",
      "description": "First name"
    },
    "profession": {
      "enum": [
        "real_estate",
        "sales",
        "civic",
        "insurance",
        "design",
        "hospitality_travel",
        "event_planning"
      ],
      "type": "string",
      "description": "Profession"
    },
    "maiden_name": {
      "type": "string",
      "description": "Maiden/birth name"
    },
    "middle_name": {
      "type": "string",
      "description": "Middle name"
    },
    "custom_prompt": {
      "type": "string",
      "description": "Custom instructions for AI interactions"
    }
  }
}