Subcontractor COI & paperwork tracking for general contractors — read-only demo tools.
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Export the full subcontractor compliance report as CSV text (sub, document, due date, status, request history).
This tool takes no arguments.
This tool isn't marked read-only, so it may change something on the server or in an account you connected.
Export the full subcontractor compliance report as CSV text (sub, document, due date, status, request history).
No arguments.
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {}
}Get the subcontractor compliance summary: totals for tracked, not received, lapsed cover, lapsing this week, and awaiting check.
No arguments.
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {}
}List subcontractor documents expiring within the next N days (default 30) so certificates can be renewed before a sub goes uncovered.
| Argument | Type | Description |
|---|---|---|
| days | number | Look-ahead window in days (default 30). |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"days": {
"type": "number",
"description": "Look-ahead window in days (default 30)."
}
}
}List subcontractors with lapsed or missing insurance documents — the ones creating liability exposure right now. Most dangerous first.
No arguments.
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {}
}Search subcontractor documents by sub name or document type. Returns matching records with expiry date and status (on file, needs check, not received, lapsed).
| Argument | Type | Description |
|---|---|---|
| query | string | Text to match against subcontractor or document type (case-insensitive; shorthand like "COI" or "workers comp" works). Omit to list everything. |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"query": {
"type": "string",
"description": "Text to match against subcontractor or document type (case-insensitive; shorthand like \"COI\" or \"workers comp\" works). Omit to list everything."
}
}
}