Clients and engagements

Start here to choose the client and period for your conversation.

Find your engagement

Tool	Tool name	Example prompt
Find clients	list_clients	Show my Client Portal clients matching [client name]. Let me choose the right one.
List reporting periods	list_periods	Show the available reporting periods for [client].
Confirm the engagement	resolve_engagement	Confirm that we are working on [client] for [period] before continuing.

Understand the engagement

Tool	Tool name	Example prompt
Get an engagement briefing	get_engagement_briefing	Brief me on [client] for [period]. Show outstanding work, available evidence and recent activity, with source links.
Read engagement settings	get_engagement_settings	Show the saved engagement settings and materiality for [client] and [period]. Flag anything missing.
List client contacts	list_engagement_contacts	Who are the saved contacts for [client]? Show their available contact details.
List the engagement team	list_engagement_team	Show the team assigned to [client], including their roles and responsibilities.