Action catalog

Nine Actions. One Clean Operating System.

Use one focused tool or assemble the complete package. Every output supports human review and stays inside the product boundary.

One endpoint. Nine focused moves.

Every action sends JSON to POST /api/actions/public. The dispatcher validates, rejects prohibited sensitive fields, and routes to one deterministic module.

build_data_room_package

Build Data Room Package

Assemble the complete folder, checklist, naming, tracker, snapshot, privacy, context, and QA package.

Best for

complete intake
broker handoff
owner readiness workflow

Typical input

business profile
funding request
available and missing documents

Key outputs

package summary
folder tree
tracker
deal snapshot
readiness QA

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generate_folder_structure

Generate Folder Structure

Create a business-type-aware folder tree with descriptions and sensitive-folder warnings.

Best for

new data rooms
clean reorganizations
broker intake

Typical input

business name
business type
role
funding purpose

Key outputs

copy-ready tree
folder descriptions
business-specific additions

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generate_document_checklist

Generate Document Checklist

Build a categorized checklist that marks received, requested, and not-yet-requested items.

Best for

document intake
processor review
client follow-up

Typical input

business type
role
available documents
missing documents

Key outputs

sectioned checklist
item status
why it matters

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generate_file_naming_rules

Generate File Naming Rules

Turn vague download names into consistent working-copy names without overwriting originals.

Best for

messy folders
version control
broker operations

Typical input

business name
current file names

Key outputs

naming formula
suggested names
privacy warnings

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create_missing_document_tracker

Create Missing-Document Tracker

Assign statuses, priorities, owners, and next actions to open document items.

Best for

follow-up management
broker queues
owner accountability

Typical input

received items
missing items
status notes

Key outputs

operational tracker
priority
owner
next action

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generate_deal_snapshot

Generate Deal Snapshot

Create a factual one-page summary of the business, request, documents, gaps, and next step.

Best for

human review
handoffs
internal deal summaries

Typical input

business profile
funding request
documents
debt
context

Key outputs

business identity
request summary
gaps
QA classification

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generate_privacy_checklist

Generate Privacy Checklist

Identify credentials, unrestricted sharing, mixed-client files, identity exposure, and redaction needs.

Best for

pre-share review
clinic workflows
broker operations

Typical input

privacy constraints
sharing notes
document metadata

Key outputs

privacy blockers
redaction checklist
stop-processing flag

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rewrite_context_notes

Rewrite Context Notes

Convert rough cash-flow notes into factual, source-aware explanations with reviewer questions.

Best for

large transactions
seasonality
payout delays
one-time events

Typical input

event type
period
amount
explanation
supporting records

Key outputs

plain-English note
support suggestions
open facts

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run_readiness_qa_gate

Run Readiness QA Gate

Classify the file as ready, held by a blocker, or provisional pending confirmation.

Best for

pre-handoff QA
broker review
submission preparation

Typical input

available documents
missing documents
readiness gaps

Key outputs

classification
blockers
fixes
next action

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Shared request contract

Request

{
  "action": "generate_folder_structure",
  "payload": {},
  "request_id": "optional"
}

Response

{
  "ok": true,
  "action": "generate_folder_structure",
  "data": {},
  "warnings": [],
  "human_review_required": true
}