{"id":42329,"plugin_id":"plugin_asdk_app_6a7b22a8eaa881918ffc0a2f427d2bbf","kind":"skill","collection_source":"plugin_package","comparison_source":null,"observed_at":"2026-10-24T13:04:22.516Z","digest":"e5bfe1c670dd378860c63fc43e7da2a6157f7465aae22225c18fdab91b7c7427","against":null,"payload":{"description":"Use Arez Help for grounded public product guidance and, for authorised users, the correct FieldIQ or Operate workflow from operational triage through confirmed actions.","included_files":[{"relative_path":"references/mcp-surface.md","size_in_bytes":20573}],"name":"arez-help-mcp","skill_md_contents":"---\nname: arez-help-mcp\ndescription: Use Arez Help for grounded public product guidance and, for authorised users, the correct FieldIQ or Operate workflow from operational triage through confirmed actions.\n---\n\n# Arez Help\n\n<!-- noodle-app-package source:716019b97772c97744ae5d83305a5912498a80951fe5b757d1fc3fcc26fa6cce surface:f4c1c735858771f2221912fea11e24dd50363b854b4882bf51d0405a052e9a05 -->\n\n## When to use this product\n- The user asks how Arez works or asks an Arez product capability question.\n- A signed-in Arez user asks about operational attention, jobs, visits, notes, assets, reports, RFQs, suppliers, quotes or quotations, or Operate rotas.\n\n## Workflows\n\n### Answer a documented Arez product question\n\n1. `tool:search_arez_knowledge` — Use for how-to or capability questions, not a request to perform an action on a specific record. Search the original question with a focused phrase; use at most three materially different searches. (read-only; idempotent)\n2. `tool:get_arez_knowledge` — Retrieve selected results once and answer only from returned official content with source URLs. (read-only; idempotent)\n\n### Check the signed-in account product\n\n1. `tool:get_workspace_capabilities` — Use first when private account access is not established. If the requested product is unavailable, state its returned message and stop. (read-only; idempotent)\n\n### Show FieldIQ operational attention\n\n1. `tool:get_workspace_capabilities` — Stop if FieldIQ is unavailable. (read-only; idempotent)\n2. `tool:get_action_required` — Use for a general actionable backlog. For “this morning” use get_morning_risk_brief; for overall health use get_operational_overview; for SLA-only questions use show_sla_risks. (read-only; idempotent)\n\n### Show FieldIQ operational health\n\n1. `tool:get_workspace_capabilities` — Stop if FieldIQ is unavailable. (read-only; idempotent)\n2. `tool:get_operational_overview` — Use for overall operational health, company status, or a management snapshot; do not use it as an actionable task list. (read-only; idempotent)\n\n### Show FieldIQ SLA risks\n\n1. `tool:get_workspace_capabilities` — Stop if FieldIQ is unavailable. (read-only; idempotent)\n2. `tool:show_sla_risks` — Use for approaching or missed SLA deadlines and late attendance, not a general overdue-job list. (read-only; idempotent)\n\n### Show overdue FieldIQ jobs\n\n1. `tool:get_workspace_capabilities` — Stop if FieldIQ is unavailable. (read-only; idempotent)\n2. `tool:show_overdue_jobs` — Use for an overdue-job list; pass YYYY-MM only for a requested past calendar month. (read-only; idempotent)\n\n### Find a FieldIQ job and show its summary\n\n1. `tool:get_workspace_capabilities` — Always call first and stop if FieldIQ is unavailable. (read-only; idempotent)\n2. `tool:search_sites` — Use only when resolving a named site for a job list. (read-only; idempotent)\n3. `tool:search_jobs` — Use only for a list or when the exact job number is unknown; skip for a known exact job number. (read-only; idempotent)\n4. `tool:get_job_summary` — Call directly for a known exact job number, or after the user selects one returned job. (read-only; idempotent)\n\n### Explain one job status\n\n1. `tool:explain_job_status` — Use the exact job number and only recorded blockers, stage durations, and SLA trace; do not infer a cause. (read-only; idempotent)\n\n### Create a FieldIQ job\n\n1. `tool:start_job_creation` — Open the review form for a create, add, raise, log, or open-job request; a blank form is valid and writes nothing. (read-only; idempotent)\n2. `tool:create_job` — Create only after the user reviews and confirms the form; report the action result. (write; confirmation required)\n\n### Edit a FieldIQ job\n\n1. `tool:start_job_editing` — Open the prefilled form for one exact job; this writes nothing. (read-only; idempotent)\n2. `tool:update_job` — Send only reviewed title, description, category, or priority changes after confirmation; use add_note separately for notes. (write; destructive; confirmation required)\n\n### Review one FieldIQ site\n\n1. `tool:search_sites` — Resolve one unambiguous site from the user wording; ask the user to choose if multiple match. (read-only; idempotent)\n2. `tool:get_site_summary` — Show only the selected site’s recorded work, visits, risks, and compliance alerts. (read-only; idempotent)\n\n### Show job notes\n\n1. `tool:get_notes` — Use for notes, comments, or recorded updates on one exact job number. This read does not add a note. (read-only; idempotent)\n\n### Add a job note\n\n1. `tool:add_note` — Append only after the user reviews the exact job number and note text and confirms. (write; confirmation required)\n\n### Show job visits\n\n1. `tool:get_visits` — Use for scheduled, planned, or recorded visits on one exact job number. This read does not schedule a visit. (read-only; idempotent)\n\n### Schedule a job visit\n\n1. `tool:start_visit_creation` — Use only for an explicit add, create, book, or schedule visit request; it opens a form and writes nothing. (read-only; idempotent)\n2. `tool:add_visit` — Create only after the user reviews the visit details and confirms. (write; confirmation required)\n\n### Review asset evidence and reporting\n\n1. `tool:search_assets` — Resolve the asset first; for a named site, resolve the site before its assets. (read-only; idempotent)\n2. `tool:get_asset_failure_history` — Use for repeat failures, breakdowns, reactive history, or cost trends. (read-only; idempotent)\n3. `tool:get_engineer_reports` — Use for engineer, technician, or service findings. Treat symptoms as evidence, not diagnoses. (read-only; idempotent)\n\n### Review asset status and risk\n\n1. `tool:search_assets` — Resolve the asset first; resolve a named site with search_sites before searching its assets. (read-only; idempotent)\n2. `tool:get_asset_summary` — Use for current status, safety, risk, compliance, and next maintenance. (read-only; idempotent)\n3. `tool:get_asset_history` — Use only when the user asks for recorded status or risk changes over time. (read-only; idempotent)\n\n### Find a worker or engineer\n\n1. `tool:get_workspace_capabilities` — Stop if FieldIQ is unavailable. (read-only; idempotent)\n2. `tool:search_workers` — Use to resolve a worker, engineer, staff member, or operative for a later job or visit request; it does not assign work or change a rota. (read-only; idempotent)\n\n### Find a named supplier or contractor\n\n1. `tool:get_workspace_capabilities` — Stop if FieldIQ is unavailable. (read-only; idempotent)\n2. `tool:search_suppliers` — Use only when the user names a specific supplier. For a general request to send an RFQ to suppliers, open start_rfq_creation instead so the user selects them in the form. (read-only; idempotent)\n\n### Show the signed-in user’s Operate rota\n\n1. `tool:get_workspace_capabilities` — Always call first and stop if Operate is unavailable. (read-only; idempotent)\n2. `tool:get_today_rota_summary` — Use for today’s rota or rota-stat questions. Preserve returned counts and attendance states; do not infer coverage or availability. (read-only; idempotent)\n\n### Show the signed-in user’s morning priorities\n\n1. `tool:get_workspace_capabilities` — Always call first and stop if FieldIQ is unavailable. (read-only; idempotent)\n2. `tool:get_morning_risk_brief` — Preserve the live returned counts and site names; do not invent a fixed total. (read-only; idempotent)\n\n### Review RFQ supplier responses\n\n1. `tool:search_rfqs` — Resolve the exact RFQ first. A best-quote, submitted-cost, supplier-response, or comparison request cannot end here. (read-only; idempotent)\n2. `tool:review_rfq_responses` — Always call after search_rfqs for response comparison. With no submitted cost lines, state that no best value exists and present Open RFQ in Arez. This review does not accept a response. (read-only; idempotent)\n\n### Show RFQ details\n\n1. `tool:search_rfqs` — Resolve the exact RFQ first; for best-quote or response comparison instead follow rfq_response_review. (read-only; idempotent)\n2. `tool:get_rfq_details` — Show the selected RFQ’s returned scope, invitations, deadline, and response state without accepting a response. (read-only; idempotent)\n\n### Accept a reviewed RFQ response\n\n1. `tool:search_rfqs` — Resolve the exact RFQ unless its ID is already known from a prior lookup. (read-only; idempotent)\n2. `tool:review_rfq_responses` — Show the submitted responses before a decision. (read-only; idempotent)\n3. `tool:accept_rfq_response` — Use only when the user explicitly asks to accept one response and confirms the reviewed choice. Acceptance does not create a FieldJob. (write; destructive; confirmation required)\n\n### Create a FieldJob from a reviewed RFQ response\n\n1. `tool:search_rfqs` — Resolve the exact RFQ unless its ID is already known from a prior lookup. (read-only; idempotent)\n2. `tool:review_rfq_responses` — Review the selected submitted response and any existing acceptance or conversion. (read-only; idempotent)\n3. `tool:accept_rfq_response` — Use only if a response is not yet accepted and the user confirms the selected response; skip if it is already accepted. (write; destructive; confirmation required)\n4. `tool:create_field_job_from_rfq` — If the discussed quote came from this RFQ, use this tool, not search_logquotes. Convert only after acceptance and a separate user confirmation; never duplicate a conversion. (write; destructive; confirmation required)\n\n### Prepare and send an RFQ\n\n1. `tool:get_workspace_capabilities` — Always call first and stop if FieldIQ is unavailable. (read-only; idempotent)\n2. `tool:start_rfq_creation` — Open the supplier-selection form for one exact source job; it creates nothing. (read-only; idempotent)\n3. `tool:create_rfq` — Create and send only after the user confirms the reviewed supplier selection. (write; destructive; open-world; confirmation required)\n\n### Review a standalone quote or quotation\n\n1. `tool:search_logquotes` — Use for a standalone LogQuote, not the discussed RFQ response. Resolve its exact ID unless already known. (read-only; idempotent)\n2. `tool:get_logquote_details` — Show the amount, lines, status, and any existing FieldJob. A review request does not accept or convert the quote. (read-only; idempotent)\n\n### Create a FieldJob from a standalone quote or quotation\n\n1. `tool:search_logquotes` — Use only for a standalone LogQuote, not the discussed RFQ response. Resolve its exact ID unless already known. (read-only; idempotent)\n2. `tool:get_logquote_details` — Review amount, lines, status, and decision before any write. (read-only; idempotent)\n3. `tool:accept_logquote` — Use only when the quote is outstanding and the user confirms acceptance; skip when it is already accepted. (write; destructive; confirmation required)\n4. `tool:start_logquote_job_creation` — Open the FieldJob review form only after the quote is accepted. (read-only; idempotent)\n5. `tool:create_field_job_from_logquote` — Create only after the user confirms the reviewed FieldJob details. (write; destructive; confirmation required)\n\n### Reject a standalone LogQuote\n\n1. `tool:search_logquotes` — Resolve the exact standalone LogQuote, not an RFQ response. (read-only; idempotent)\n2. `tool:get_logquote_details` — Show amount, lines, and status before a decision. (read-only; idempotent)\n3. `tool:reject_logquote` — Reject only after the user confirms the reviewed decision; report the action result. (write; destructive; confirmation required)\n\n### Review a client across sites\n\n1. `tool:search_sites` — Resolve the selected site and its client; do not guess a client ID. (read-only; idempotent)\n2. `tool:get_client_review_pack` — Pass the resolved client and explicit inclusive dates; report returned costs and current open items. (read-only; idempotent)\n\n### Review contract performance\n\n1. `tool:get_contract_performance` — Use only an ID supplied by the user or authoritative lookup and explicit inclusive dates; never guess either. (read-only; idempotent)\n\n## Boundaries\n- Public knowledge answers must be grounded in retrieved official content and include the source URLs used.\n- Private FieldIQ and Operate data requires a signed-in, authorised account. State the capability message and stop when the requested product is unavailable.\n- Never guess an internal ID, job number, supplier, site, asset, or quote. Present ambiguous matches and ask the user to choose.\n- Persistent FieldIQ actions require explicit user confirmation; never claim success without the action result, and never duplicate a quote or RFQ conversion.\n- Never expose raw internal identifiers, raw app URLs, or another user’s private data.\n\n## Examples\n- “How do I add a visit to a job in Arez?” — use `product_guidance`.\n- “What needs attention across the business?” — use `fieldiq_operational_attention`.\n- “What are the urgent issues we need to deal with?” — use `fieldiq_operational_attention`.\n- “Which work is blocked or slipping?” — use `fieldiq_operational_attention`.\n- “How are operations doing overall?” — use `fieldiq_operational_overview`.\n- “Give me a management view of current operational health.” — use `fieldiq_operational_overview`.\n- “Which jobs are close to missing SLA?” — use `fieldiq_sla_risks`.\n- “What work is overdue?” — use `fieldiq_overdue_jobs`.\n- “Find jobs at Victoria Street Offices.” — use `fieldiq_job_lookup`.\n- “Show the notes on job J000242.” — use `fieldiq_job_notes`.\n- “Add this note to job J000242.” — use `fieldiq_add_note`.\n- “Show visits for job J000242.” — use `fieldiq_job_visits`.\n- “Book an engineer visit for this job.” — use `fieldiq_schedule_visit`.\n- “Find an engineer called Sam.” — use `worker_resolution`.\n- “Find supplier Acme Electrical.” — use `supplier_resolution`.\n- “Show the engineer reports for the pump at CORAL.” — use `asset_reporting`.\n- “Why does this asset keep breaking down?” — use `asset_reporting`.\n- “What rotas are there today?” — use `operate_rota_summary`.\n- “Who is working today?” — use `operate_rota_summary`.\n- “Which supplier gave the best quote for RFQ-000237?” — use `rfq_response_review`.\n- “Have any suppliers responded to this RFQ?” — use `rfq_response_review`.\n- “Accept the submitted quote for this RFQ.” — use `rfq_response_acceptance`.\n- “Turn this accepted RFQ quote into a job.” — use `rfq_to_fieldjob`.\n- “Raise an RFQ from job J000242.” — use `rfq_creation`.\n- “I need quotes from contractors for this job.” — use `rfq_creation`.\n- “Show me the price and status of quotation Q00042.” — use `quote_review`.\n- “Accept quotation Q00042 and create the FieldJob.” — use `quote_to_fieldjob`.\n- “Turn this approved LogQuote into a job.” — use `quote_to_fieldjob`.\n- “Add a visit to job J000242.” — use `fieldiq_schedule_visit`.\n- “Why is job J000242 on hold?” — use `fieldiq_job_status_explanation`.\n- “Create a job for this site.” — use `fieldiq_job_creation`.\n- “Change the priority of job J000242.” — use `fieldiq_job_editing`.\n- “How is the CORAL site doing?” — use `fieldiq_site_review`.\n- “What is the current status of this pump?” — use `asset_status_review`.\n- “Show this asset’s recorded risk changes.” — use `asset_status_review`.\n- “Show the scope and deadline for RFQ-000237.” — use `rfq_details`.\n- “Reject this outstanding LogQuote.” — use `quote_rejection`.\n- “Review this client’s sites for the selected period.” — use `client_review`.\n- “Show performance for this contract over the selected period.” — use `contract_review`.\n\n## MCP surface\n\n[Read the MCP surface reference.](references/mcp-surface.md)\n"},"changes":[],"summary":"First saved snapshot. No earlier version is available for comparison.","summary_kind":"deterministic","summary_metadata":{}}