What an assistant can do

A connected AI client gets a fixed set of tools. This is all of them. You never call these yourself — the list is here so you know what a client can reach, and what it cannot.

Reading

Tool	What it returns
get_authoring_context	Your templates, reusable blocks, recent proposals and brand colours, plus the exact section format. Assistants call this first.
search_docs	This documentation.
list_proposals	Your proposals, newest first, filterable by status and free text.
get_proposal	One proposal with all its sections.
list_sections	A proposal’s or template’s sections with a text preview and the placeholders each uses, without the full layout tree.
render_preview	A layout report and screenshots of what a section actually looks like.
list_templates	Your proposal template library.
get_proposal_template	One template with its sections and the placeholders it actually contains.
list_placeholders	Every placeholder that exists, with the markup to insert it.
fetch_page_content	The text of a public web page — your own services or process page — as source material.
list_template_blocks	Your reusable blocks.
get_template_block	The sections inside one block.
get_price_table	The line items of a price section, without the computed totals.
get_accept_section	The acceptance configuration: button, form fields, decline link, signature flag.
find_images	Stock photo candidates, returned as actual pictures.
list_customers	Your customer list, searchable.
get_customer	One customer record.

Writing

Every tool below needs the write permission and an active subscription — the same gate the app applies. During an expired trial an assistant can still read, but not write.

Tool	What it changes
create_proposal	Creates a draft, optionally from a template.
create_proposal_template	Creates an empty proposal template.
add_section	Inserts a section at a position you choose, or at the end.
update_section	Replaces one section. It cannot change a section’s kind.
remove_section	Deletes one section.
reorder_sections	Sets the order. Must list every section exactly once.
add_price_section	Creates a price section with its line items.
set_price_table	Replaces a price table’s line items.
add_accept_section	Creates the acceptance block. One per proposal or template.
set_accept_section	Replaces the acceptance configuration — it replaces rather than merges.
create_customer	Creates a customer. This writes real CRM data.

Totals are never written

For a price table an assistant supplies only line items — description, quantity, unit price, discounts, tax. Pural computes every subtotal, discount, tax line and grand total when the proposal is read. A typed total would go stale the moment a line above it changed, so none is ever stored.

The same tools edit templates

Every section tool takes either a proposalId or a proposalTemplateId, never both. A template holds exactly the same sections as a proposal, so an assistant builds one with the same add_section, add_price_section and add_accept_section calls — the difference is in the text, where anything client-specific becomes a placeholder.

The guided prompts

Alongside the tools, the server offers two prompts. In Claude Code they appear as /pural:draft_proposal and /pural:draft_proposal_template. See Drafting with AI.

What no tool can do

These limits hold regardless of which permissions were granted:

• Sending. No tool sends email. Sending stays a decision you make in the app.
• Uploading. An assistant can place a stock photo or an asset that already exists, but it cannot put a file into your workspace.
• Deleting a template. It can create and edit proposal templates; it cannot delete one. Other proposals were built from it, so that stays a decision you make in the app.
• Editing customers. It can create one and read the list; it cannot change or delete an existing record, and customer contacts are not exposed at all.