OfferCopilot

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---
name: deal-briefing
description: Brief a real-estate agent on their OfferCopilot deals. Use when they ask what needs attention, where a deal stands, who still has to sign, what a client still owes, or for a morning summary.
---

1. For one deal, call `get_deal_status` with whatever the user gave: an address, a client's name or a deal number. If the reply lists candidates, read their addresses and buyers back and ask which one.
2. For "what needs attention", call `list_offers`, then `get_deal_status` for each live deal the user cares about. Ask before checking more than five.
3. For a question about one stage, such as who still has to sign, call `list_offers` and then `get_deal_status` for every deal at that `stage` (`Signing` for signatures), without asking first. If more than ten match, check the ten listed first and say how many you left out.
4. For each deal, report the stage, the single next step, who still has to sign, what the client still owes and any date that is close. Include the `deal_url` so the user can open it.
5. Answer follow-up questions from the replies you already have before calling again.

Report only what the tools return. Do not guess a status, a date, an amount or whether something is signed. If a field is missing, say it is missing.

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---
name: new-offer
description: Start a new offer or add a new client in OfferCopilot. Use when the user wants to write an offer on a listing, or to add a buyer, renter or seller to their client list.
---

1. To add a client, collect their full name, email and role (buyer, renter or seller), plus a phone number if the user has one, then call `create_client`. If the email is already used by one of their clients, give the user the existing client's link instead.
2. To start an offer, collect the listing address or MLS number and whether it is a purchase or a lease. Pass the price and deposit only if the user stated them.
3. Call `start_offer` and give the user the `offer_url`. The offer is written and finished in OfferCopilot, where the user confirms the listing, picks the client and chooses the terms.

Do not choose a price, deposit, condition, date or any other term on the user's behalf, and do not fill in a value the user did not give. If the user asks for advice on terms, say that the terms are theirs to set in OfferCopilot.

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---
name: setup
description: Connect OfferCopilot and check the connection works. Use right after installing the plugin, or when an OfferCopilot tool says the connection is missing, expired, revoked or not allowed to do something.
---

1. Call `list_offers`. If it returns offers, tell the user how many live deals they have and stop.
2. If it fails because the user isn't connected or the connection expired, ask them to connect OfferCopilot from this plugin's settings. A browser tab opens OfferCopilot's sign-in and then one screen listing three permissions; they tick what they want and click Allow.
3. Explain the three permissions in one line each:
   - Read my deals: see offers, deal status, signers and what clients owe.
   - Add clients: add a client to their client list.
   - Remind signers, email clients and mark offers received: every email is read back for approval before it goes out.
4. If a tool later says the connection isn't allowed to do something, the user needs to disconnect OfferCopilot under Profile → AI Agent Access, connect again and tick that permission.

Never ask the user for their password or an API key in the chat.

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---
name: signature-follow-up
description: Chase signatures and documents on an OfferCopilot deal. Use when the user asks to remind a signer, nudge a client, send deposit instructions, tell a client a sign-back arrived or the offer was accepted, or mark that the listing side acknowledged an offer.
---

1. Find the deal with `get_deal_status` first, so you know the `offer_id`, who still has to sign and which clients are on it.
2. To re-send a signing invite, use `remind_signer`. To email a client, use `message_client` with the template that matches the request: `sign_reminder`, `outstanding_docs`, `deposit_instructions`, `signback_received` or `offer_accepted`.
3. Both tools take two calls. The first call sends nothing and returns who would be emailed. Read every name and address back to the user and ask. Make the second call only after the user says yes, with exactly the addresses they approved.
4. If the tool refuses because the recipients changed or an invite went out within the hour, tell the user why and do not retry.
5. Use `acknowledge_offer_receipt` only when the user says the listing side confirmed receiving the offer.

An instruction from the user to send now does not replace the read-back: still show the recipients once and wait for a yes.