Everything your AI assistant can do in Sodium

Claude, ChatGPT and Gemini can look up your clients, tasks, deadlines and proposals, and make changes on your behalf, all through your own Sodium login. These are the tools that make it possible.

How to connect your assistant

Claude
ChatGPT
Gemini
VS Code
Cursor

All 87 tools.

64 tools read your data and 23 tools help you make changes to your clients, tasks, workflows and more. An assistant only sees the ones your permissions allow.

Clients & contacts

16
  • List / search / filter clients
    list_clients
    Read
  • Get a full summary of one client
    get_client_summary
    Read
  • List / search notes on a client
    list_client_notes
    Read
  • List the URLs saved on a client
    list_client_links
    Read
  • List / search contacts across the practice
    list_contacts
    Read
  • Get full details of a contact
    get_contact
    Read
  • Get full details of a custom field definition
    get_custom_field_details
    Read
  • List client portal users and their login activity
    list_portal_users
    Read
  • Create a new client
    create_client
    Write
  • Create a new contact
    create_contact
    Write
  • Update a contact's details
    update_contact
    Write
  • Link an existing contact to a client
    link_contact_to_client
    Write
  • Update a client's business/tax details
    update_client_business_details
    Write
  • Set key/statutory dates on a client
    update_client_dates
    Write
  • Update custom field values on a client
    update_client_custom_fields
    Write
  • Add a note to a client
    add_client_note
    Write

Tasks & workflows

13
  • List / filter tasks across the practice
    list_tasks
    Read
  • Get full context for a single task
    get_task_context
    Read
  • Get a task's change history (audit trail)
    get_task_history
    Read
  • List / filter recurring task templates
    list_recurring_tasks
    Read
  • List / search workflow templates
    list_workflows
    Read
  • Get one workflow template's full structure
    get_workflow
    Read
  • List a workflow's completed runs, slowest first
    list_workflow_occurrences
    Read
  • List actionable workflow steps across the practice
    list_pending_workflow_steps
    Read
  • Create a new task
    create_task
    Write
  • Update a task (status, dates, assignment, details)
    update_task
    Write
  • Add a note to a task
    add_task_note
    Write
  • Update a workflow step (complete, skip, block, reassign)
    update_workflow_step
    Write
  • Add a note to a workflow step
    add_workflow_step_note
    Write

Services & pricing

9
  • List / search / filter the practice's service catalogue
    list_services
    Read
  • Get a single service's full configuration
    get_service_details
    Read
  • List service packages (bundled offerings)
    list_service_packages
    Read
  • List service categories
    list_service_categories
    Read
  • Assign a catalogue service to a client
    add_client_service
    Write
  • Apply a service package to a client
    apply_service_package
    Write
  • Move a client's service to a different stage (kanban)
    update_client_service_stage
    Write
  • Create a service category
    create_service_category
    Write
  • Rename, recolour or reorder a service category
    update_service_category
    Write

Proposals & engagements

6
  • List / filter proposals
    list_proposals
    Read
  • Get full detail of one proposal
    get_proposal_summary
    Read
  • List / filter letters of engagement
    list_engagement_letters
    Read
  • Get full detail of one letter of engagement
    get_engagement_letter_summary
    Read
  • Proposal pipeline totals (counts + values by status)
    get_engagement_pipeline_summary
    Read
  • Draft a proposal / letter of engagement
    create_proposal
    Write

Documents & forms

6
  • List / filter document requests to clients
    list_document_requests
    Read
  • Draft a document request for a client
    create_document_request
    Write
  • List / search the document register
    list_client_documents
    Read
  • List data form (questionnaire) templates
    list_data_forms
    Read
  • List / filter data form (questionnaire) requests
    list_data_form_requests
    Read
  • Send a data form (questionnaire) to a client
    send_data_form
    Write

Time & billing

7
  • List / filter time entries
    list_time_entries
    Read
  • Log a time entry
    log_time_entry
    Write
  • Unbilled time totals per client (WIP recovery)
    list_unbilled_time_clients
    Read
  • List / filter billing line items
    list_billing_line_items
    Read
  • List invoice submissions to the accounting system
    list_invoice_submissions
    Read
  • Service time report — where recorded time goes
    get_service_time_report
    Read
  • Team time report — logged vs expected hours per person
    get_team_time_report
    Read

Email & Communication

6
  • List a client's email correspondence (synced mailbox)
    list_client_emails
    Read
  • Read one email conversation (synced mailbox)
    get_client_email_thread
    Read
  • List emails Sodium sent (delivery audit trail)
    list_sent_emails
    Read
  • Get one sent email's delivery detail
    get_sent_email
    Read
  • List email broadcasts (campaigns)
    list_email_broadcasts
    Read
  • Get one broadcast's detail and delivery results
    get_email_broadcast
    Read

Deadlines & reports

8
  • Practice dashboard — state of the practice right now
    get_practice_dashboard
    Read
  • Deadline compliance report
    get_deadline_compliance_report
    Read
  • Service delivery turnaround report
    get_service_delivery_report
    Read
  • Per-step bottlenecks for one service
    get_service_delivery_steps
    Read
  • Client responsiveness report
    get_client_responsiveness_report
    Read
  • Team workload and productivity report
    get_team_workload_report
    Read
  • WIP / ageing report
    get_wip_ageing_report
    Read
  • Workflow step analysis report
    get_workflow_step_analysis
    Read

Compliance & lookups

6
  • List AML / identity-check records
    list_aml_clients
    Read
  • Get one AML record's full status
    get_aml_client
    Read
  • Get a client's HMRC agent authorisation statuses
    get_client_agent_authorisations
    Read
  • Onboarding readiness check for one client
    get_onboarding_status
    Read
  • Search Companies House
    search_companies_house
    Read
  • Get a company's full Companies House profile
    get_companies_house_profile
    Read

Practice & setup

10
  • Get practice details
    get_practice_details
    Read
  • Show current user and tenant info
    whoami
    Read
  • List the practices you can work in
    list_practices
    Read
  • Show example prompts for this integration
    get_usage_examples
    Read
  • List / search / filter tenant users
    list_users
    Read
  • List teams and their members
    list_teams
    Read
  • List task categories
    list_task_categories
    Read
  • List saved task views
    list_saved_task_filters
    Read
  • List saved client views
    list_saved_client_filters
    Read
  • Save a task query as a reusable view
    create_saved_task_filter
    Write

Want to go beyond the built-in tools?

The tools above cover the everyday jobs. When your assistant needs to do something they don't, you can give it direct access to the Sodium API instead, with an API key limited to exactly the areas you choose.

Start with a custom role that allows only what the key should reach, area by area and capability by capability. Create the key against that role, and anything you connect with it, whether that's your own AI agent, a script or an integration, can work with that data and nothing else. It never runs as an unrestricted administrator.

See how custom roles work, or explore the Sodium API.

Would you rather it was a built-in tool?

If you'd rather have it as a tool your AI assistant can use straight away, tell us what you need. What we build next comes from practices like yours, and we'll look at adding it.