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Besides tools, the server offers 2 prompts and 1 resource template. Clients show prompts in their prompt or slash-command menu, and let you attach resources to a conversation without a tool call.

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Prompts

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Prepare an account review

prepare_account_review Brief on one company before a meeting or review: record, recent activity, open work, deals and signals.
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string
required
The company record id (heliyos_records_lookup finds it).

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Daily pipeline summary

daily_pipeline_summary Summarise today’s pipeline: deals, open tasks, runs waiting on a person and new signals. This prompt takes no arguments.

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Resources

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Heliyos record

heliyos://records/{id} · application/json One record (company, person, deal or custom object row) as JSON: id, object_type, schema_id, name, every field, linked records and timestamps. The same data as heliyos_records_get with response_format detailed.
Last modified on November 5, 2026