Bring Briefs into Claude or ChatGPT

Coach the user through a financial-foundation framework — debt payoff, emergency savings, or planning — chosen by the `topic` param (debt | emergency_savings | planning | analyze). Reads the continuity spine (get_coach_context) plus optional capture-only financial-situation answers, then returns a meta-prompt that teaches the framework generically with illustrative example math (avalanche vs snowball, the 3-6 month emergency-fund rule, the foundation ordering). Educational and impersonal state only (BT-883) — never a buy/sell/hold recommendation, never a personalized 'you should' directive, and never the user's captured figures in math. Capture happens via set_profile_answer (pointed to by the prompt) — this tool writes nothing and never moves risk level or guardrails (those are set by profile answers). Personalized figures are Ring 3 (Plaid/BT-440). May reference Briefs content (search_content) when available. Requires briefs:read scope. Side effects: None Idempotency: Safe to retry

Start a Thesis Finder discovery session from a free-text investment idea (seed). Returns one of two shapes keyed on `kind`: (1) a **Question** (`kind: "question"`) when the seed is ambiguous — it carries a `prompt`, selectable `options` (each with an `option_id`), and an opaque `state` blob. Present the options to the user; when they pick one, call **thesis_refine** with that `option_id` and the `state` blob echoed verbatim from this tool's resource. The option id "__other__" means the user supplied free text — pass it as refine's free_text. (2) a **DiscoveryResult** (`kind: "result"`) with matched ETFs, a thesis summary, and sources — skip refine and call **thesis_plan** with the `result` blob echoed verbatim from this tool's resource. If the user has exhausted their monthly discovery limit, returns a readable upgrade prompt instead of a result. Requires briefs:read scope. Side effects: Consumes one Thesis Finder query against the monthly cap (Plus/Platinum tiers; Pro and free are uncapped) Idempotency: Not idempotent (each call consumes a query and may start a new session)

Return the Briefs investor-type scores for a stock ticker — one per investor archetype (Income, Wealth Preservation, Growth). Each archetype returns a letter grade and a neutral-labelled 7-axis snowflake (axis label → 0–100 value) plus a status (scored / na / stale). The scores are deterministic and educational; the underlying methodology (weights, formulas, thresholds) is not exposed. Call get_score_glossary to learn what each axis label means. Returns score_available=false when nothing has been computed for the symbol yet — check unavailable_reason to tell why: "not_yet_scored" means a real ticker whose score simply hasn't been computed/frozen yet (safe to retry shortly); "ticker_not_found" means the symbol itself could not be resolved by any data vendor — e.g. a company name ("Apple") or a misspelled ticker ("APPL") instead of the real symbol ("AAPL") — retrying won't help, the caller should re-check the symbol instead; "store_unavailable" means an infra/store outage, also safe to retry. This tool does NOT resolve a company name to a ticker — pass an actual ticker symbol. Requires a Briefs Pro subscription. A “Briefs score” is Briefs’ proprietary, named investor-type score — not a generic financial score. The briefs_score in this tool’s name is intentional and refers to that named concept; see get_guidelines for what a Briefs score is and how the score tools fit together. Side effects: None Idempotency: Safe to retry

Get the current user's answers to all profile questions. Returns the question id, label, input type, and the user's answer (text or selected options). Use this to see what the user has already answered. Side effects: None Idempotency: Safe to retry

Create a new named watchlist for the user. Use this to set up a sleeve (e.g. "AI Semis") before adding tickers with create_watchlist_item. Returns the new watchlist's id. Requires briefs:write scope. Side effects: Creates a watchlist row Idempotency: Safe to retry (duplicate name returns conflict, no duplicate created)

Save a content item as a bookmark. Supports brief, article, lesson, and post types. If no collection_id is specified, the item is saved to the default 'Saved' collection. Requires briefs:write scope. Side effects: Creates a bookmark row (in the default 'Saved' collection if none specified) Idempotency: Safe to retry (duplicate content returns conflict, no duplicate created)

Create a comment on a community feed post. Provide the post_id and text content. Posts containing external URLs will be auto-flagged for review. Requires a Briefs Pro subscription. Admins and support staff with community:moderate scope act with elevated privileges. Call get_post_thread first to get the post_id and understand the conversation context. Side effects: Creates a comment row; may auto-flag for moderation Idempotency: Not idempotent (each call creates a new comment)

Read a single published Briefs news article by id (from search_articles). Returns the title, link, publish date, and full article content as HTML. Only published articles are available; drafts are not returned to members. Side effects: None Idempotency: Safe to retry

List INDIVIDUAL Briefs research reports, newest first (content-identity design: a report lesson like "Briefs Pro Reports | 2026" is a year-archive, not a report itself — each entry here is one specific report, e.g. "Growth Report | August 2026"). Each entry has the content_id (the primary key for read_report_section), the parent lesson_id/lesson_slug and module_slug, title, published_on, minimum tier, whether it's locked for your current subscription tier, and has_text (false for a stub entry with no extracted body text — skip those). The FIRST entry is the latest report. Use search_report_content to find a specific passage across reports by natural language, or read_report_section with the content_id to page through a specific report deterministically (works even for a just-published report search hasn't ranked yet). Side effects: None Idempotency: Safe to retry

Create a new chat project (folder) for organizing chat sessions. Requires briefs:write scope. Side effects: Creates a chat project (folder) row Idempotency: Not idempotent (each call creates a new project)