How it works
Tool reference
Every tool the connector offers, grouped the way the workspace is. Generated from the connector's own registry, so it cannot describe a tool that is not there.
How to read this#
Each row is one tool: the name Claude calls, what it does, and which of the three kinds it belongs to. You never type these names — Claude picks the tool, and this is what it can pick from. Each is an action the workspace’s own screens already perform, authorised the same way.
Looks and changes nothing. Runs without asking.
Edits the agency’s own record, under Claude’s normal approval.
A policyholder would see it, or it can’t be undone. Claude asks you every time.
102 tools in 12 areas — 30 read, 38 change the record, 34 ask first. What the three kinds mean, and how your client is told which is which, is on permissions and approval.
Generated, not written
This list is produced from the connector’s own tool registry. A tool added, renamed or re-tiered in Brella OS changes this page; a test fails while the two disagree.
The book
7 read
Search it, open any policy and its activity, today’s work, and the before-you-send report.
get_workspace_contextWorkspace overview — Who is signed in to Brella OS (name, email, role), which agency workspace this connection acts in, today's date and time zone, and an overview of the book they can see.
Readsearch_policiesSearch the book — Find policies and leads in this agency's book by insured name, reference code (BRL-XXXXXX), contact, or coverage.
Readget_policyOpen the policy — Everything about one policy in one call.
Readget_policy_activityRead the activity log — The policy's activity — stage moves, messages, documents, coverage decisions, claims, changes, certificates, signatures — newest first.
Readget_readinessCheck what is missing — The "before you send" report.
Readlist_membersList the team — The agency's members — id, name, email, role — for assigning a lead or naming a producer.
Readget_today_workRead today's work — What needs a person today, already ranked — renewals, unrecorded GL, unanswered advisories, open claims, unverified certificates, change requests, questionnaires, new leads.
Read
Addresses & property data
2 read
Addresses resolved to real ones, and the public record for the building.
lookup_addressLook up an address — Resolve an address as a person gave it into real, complete US addresses (street, city, state, zip) through the property data service, with the property id lookup_property takes.
Readlookup_propertyLook up the property — The public record for a resolved address — year built, square footage, stories, units, construction, roof, sprinklers, occupancy, flood zone, value — from the property data service.
Read
The record
11 read · 14 changes · 10 asks first
Stage, policy facts, locations and buildings, general liability, workers’ comp, questionnaires.
set_policy_stageMove the stage — Record where a policy is in its lifecycle.
Asks firstassign_leadAssign the policy — Route a lead or policy to a member of the agency (memberId from list_members).
Asks firstupdate_policy_factsUpdate policy facts — Edit the policy-level record.
Changesadd_locationAdd a location — Add a location (an address) to the policy.
Changesupdate_locationUpdate a location — Change a location's address, parcel details or hazard ratings.
Changesdelete_locationRemove a location — Remove a location and every building under it.
Asks firstadd_buildingAdd a building — Add a building to a location.
Changesupdate_buildingUpdate a building — Change a building's details or its coverage lines.
Changesdelete_buildingRemove a building — Remove one building and its coverage lines.
Asks firstget_general_liabilityRead general liability — The policy's GL record — limits, the per-location hazard schedule, the ACORD 126 answers, custom fields.
Readupdate_general_liabilityRecord general liability — Record or change general liability.
Changesget_workers_compRead workers' comp — The workers' compensation worksheet — payroll by class code, officers, experience mod, loss history, coverage lines — with its summary.
Readupdate_workers_compUpdate workers' comp — Change the workers' comp worksheet.
Changesget_questionnaireRead the questions — The questions on this policy — each with its id, kind, who answers it (customer or internal, the team), whether a customer question has been sent (sentAt null = not yet), and its answer and files.
Readanswer_questionnaireAnswer the team's questions — Save the team's answers to the policy's internal questions.
Changesadd_questionAdd a team question — Add one of the team's own questions to this policy — the policyholder never sees it.
Changesask_customer_questionAdd a question for the policyholder — Add one question for the policyholder to this policy, worded exactly as given; kind: text (short answer) or long_text, and they can attach a file to any answer.
Changessend_customer_questionsSend the policyholder their questions — Send the policyholder the questions on this policy that are waiting for them.
Asks firstread_binderRead the binder — Read a binder PDF already on the policy (documentId from list_documents) into what bind_policy takes.
Readbind_policyBind the policy — Bind a lead.
Asks firstupdate_policy_linesUpdate the lines sold — Replace the lines sold on a bound policy.
Changesget_accountRead the account — The client's whole account, reached from any one of its policies.
Readget_policy_linesRead the lines sold — The lines sold on one policy.
Readresearch_applicantFind the applicant’s public facts — Searches the web for the applicant’s public facts that are still blank on the policy.
Readget_change_applyRead what an endorsed change writes — For a change request the carrier endorsed: what applying it can write onto the policy.
Readlist_signature_templatesList signature templates — The documents this agency can send for signature.
Readprepare_signaturePrepare a document for signature — Prepare a draft from a template for one policy.
Changesupdate_signature_draftFill in the draft — Change a draft before it is sent.
Changessend_for_signatureSend for signature — Send a prepared draft: the signers are emailed a secure link (and policyholders see it in their portal).
Asks firstlist_signaturesList documents out for signature — Documents prepared or sent for signature — on one policy, or across the agency — with who has signed and who is still to sign.
Readremind_signersRemind the signers — Email everyone whose turn it is a reminder with their signing link.
Asks firstvoid_signatureVoid a document — Cancel a document out for signature: its links stop working and the signers are told.
Asks firstcheck_bulk_signaturesCheck a bulk send — Before a bulk send: for one template and many policies, report which are ready and what each is missing.
Readbulk_send_signaturesSend to many policies — Send one template to many policies, each filled from its own record.
Asks firstcreate_signature_templateMake a template — Save a reusable signature template for this agency from a description of the document (`prompt`), or from a PDF or text file already uploaded to Brella (`blobPathname`, `fileName`, `contentType`).
Changes
Documents & forms
2 read · 2 changes · 2 asks first
Read any file on the policy; generate the ACORD forms and the Schedule of Values.
list_documentsList the documents — Every file on the policy — uploads, the completed application, generated ACORDs, the SOV, certificates — with ids for read_document.
Readread_documentRead a document — Read the contents of a PDF, CSV or text file already on the policy (documentId from list_documents) and get its text back — figures, dates, names, tables.
Readrequest_documentsAsk the policyholder for documents — Ask the policyholder for documents.
Asks firstgenerate_acordsGenerate the ACORD forms — Render the ACORD forms this policy produces — 125, 140 for property, 130 for workers' comp, 126 when it has general liability.
Asks firstgenerate_sovGenerate the Schedule of Values — Build the Schedule of Values workbook (and its PDF) from the policy's locations, buildings, coverage lines, deductibles and GL, and file it on the policy as the current version.
Changesprepare_policy_documentsPrepare the policy’s documents for signature — Prepare a draft that has documents already on a policy’s file signed.
Changes
Certificates
1 read · 2 changes · 5 asks first
Holders and what their contracts require, the endorsement on file, issuing and reissuing.
list_certificatesList certificate holders — Certificate holders on the policy with their contract requirements, every certificate issued, the endorsement evidence on file, and candidates.
Readrecord_endorsementRecord the endorsement — Record the additional-insured endorsement the policy carries (e.g. "CG 20 10 04 13 (blanket)").
Asks firstadd_certificate_holderAdd a certificate holder — Add a certificate holder (a landlord, lender or contract counterparty) with its full mailing address and what their contract requires.
Changesupdate_certificate_holderUpdate a certificate holder — Change a holder's details or requirements — its address, a lender's loanNumber or the premises (locationIds) its evidence is for.
Changesdelete_certificate_holderArchive a certificate holder — Archive a certificate holder: it leaves the policy's holder list and reissues, and every certificate already issued to it stays on file.
Asks firstissue_certificateIssue a certificate — Issue a certificate of insurance to one holder on the right ACORD form.
Asks firstreissue_certificatesReissue every certificate — Issue a fresh certificate to every active holder on the policy at once — the renewal move, each on its right form (ACORD 28 for a lender on a property policy, ACORD 25 otherwise).
Asks firstsend_certificateSend the certificate — E-mail a holder its current certificate — the PDF attached, to the holder's e-mail on file (or `to` for this send only), from the agency, with replies to the person who sends it.
Asks first
Claims
1 read · 1 changes · 3 asks first
Report a claim, record the carrier and the adjuster, move its status, add notes.
list_claimsList the claims — Every claim on the policy with its status, carrier details and loss history summary.
Readreport_claimReport a claim — Open a claim on the policy.
Asks firstrecord_claim_statusUpdate a claim's status — Move a claim's status.
Asks firstrecord_claim_carrierRecord the carrier claim details — Record the carrier on a claim: the carrier's name, its claim number, and the adjuster's name, email and phone.
Changesadd_claim_noteAdd a claim note — Add a note to a claim.
Asks first
Mid-term changes
1 read · 2 changes · 2 asks first
Draft a change request, answer its questions, record where it stands.
list_change_requestsList change requests — Mid-term change requests on the policy (drafts, submitted, endorsed, declined, withdrawn), each with its questions.
Readcreate_change_requestDraft a change request — Open a draft change request.
Changesupdate_change_requestEdit a change request — Edit a change request while it is still a draft — its summary, the carrier note, the effective date, the answers.
Changestransition_change_requestMove a change request — Record a change request's next state: submitted (a person sent it to the carrier), endorsed, declined or withdrawn.
Asks firstapply_change_requestApply an endorsed change to the policy — Write a change the carrier endorsed onto the policy record — once.
Asks first
The E&O advisory record
1 read · 2 changes · 1 asks first
What was offered and declined this term, and the letter that confirms it.
list_advisoriesRead the advisory record — The coverage advisory record for this term.
Readadd_advisory_coverageAdd a coverage to the record — Add a coverage from the catalog to this term's Coverages record, unanswered, so what the insured decides can be recorded.
Changesrecord_advisoryRecord what the insured decided — Record what the insured decided about one coverage.
Changesremove_advisoryRemove an advisory row — Remove a coverage from the advisory record.
Asks first
Producer licensing
1 read · 7 changes · 4 asks first
Producers, licences, carrier appointments and continuing education.
get_licensingRead the licensing board — Producers with their licences, appointments and CE, the resident-licence cascades, and what is expiring.
Readadd_producerAdd a producer — Add a producer to the agency's licensing calendar (name, NPN, home state, optionally the member they are).
Changesupdate_producerUpdate a producer — Change a producer's details.
Changesdelete_producerRemove a producer — Remove a producer and every licence, appointment and CE record under them.
Asks firstadd_licenseAdd a licence — Record a licence for a producer: state, number, lines, resident or non-resident, issued and expiry dates.
Changesupdate_licenseUpdate a licence — Change a licence — a renewed expiry date, a status.
Changesdelete_licenseRemove a licence — Remove a licence record.
Asks firstadd_appointmentAdd an appointment — Record a carrier appointment for a producer.
Changesupdate_appointmentUpdate an appointment — Change an appointment record.
Changesdelete_appointmentRemove an appointment — Remove an appointment record.
Asks firstadd_ce_recordRecord CE hours — Record a continuing-education course for a producer: course, provider, hours, ethics hours, date.
Changesdelete_ce_recordRemove a CE record — Remove a continuing-education record.
Asks first
Surplus lines
1 read · 5 changes · 5 asks first
Non-admitted filings, their obligations, and the agency’s own deadline rules.
get_surplus_linesRead the surplus lines calendar — Non-admitted filings with their obligations (premium tax, stamping fee, filing, diligent search), which are undated, due soon or overdue, and the agency's own deadline rules.
Readadd_surplus_filingRecord a non-admitted filing — Open a surplus lines filing for a non-admitted placement: insured, carrier, home state, premium, transaction type, effective date.
Changesupdate_surplus_filingUpdate a filing — Change a surplus lines filing's details.
Changesdelete_surplus_filingRemove a filing — Remove a surplus lines filing that has nothing filed against it yet.
Asks firstadd_surplus_obligationAdd an obligation — Add an obligation to a surplus lines filing (premium tax, stamping fee, filing, diligent search).
Changesupdate_surplus_obligationUpdate an obligation — Set or change an obligation's due date, amount or note.
Changesrecord_surplus_filedRecord that it was filed — Record that a person filed this obligation with the state on a given date.
Asks firstwaive_surplus_obligationWaive an obligation — Waive a surplus lines obligation, with the reason a person stands behind.
Asks firstdelete_surplus_obligationRemove an obligation — Remove a surplus lines obligation that has not been filed.
Asks firstsave_surplus_ruleSave a deadline rule — Save the agency's own deadline rule for a jurisdiction and obligation kind (e.g. "premium tax due 45 days after effective").
Changesdelete_surplus_ruleRemove a deadline rule — Remove one of the agency's own surplus lines deadline rules.
Asks first
The policyholder
1 read · 1 asks first
Read the conversation on a policy, and send a message into it.
read_conversationRead the conversation — The conversation with the policyholder on a policy, oldest to newest — what they asked for, what was promised, what is still open.
Readmessage_customerMessage the policyholder — Send a message to the policyholder in the policy's conversation.
Asks first
Reminders
1 read · 3 changes · 1 asks first
Your own reminders on a lead or policy, on your clock.
set_reminderSet a reminder — Set a private reminder for the signed-in person about one lead or policy: a short note and when.
Changeslist_remindersList reminders — The signed-in person's own reminders: on one policy, or across their book within a range of days.
Readupdate_reminderMove a reminder — Change one of the signed-in person's reminders: a new day, a new time, or new words.
Changescomplete_reminderMark a reminder done — Mark one of the signed-in person's reminders done (reversible).
Changesdelete_reminderDelete a reminder — Delete one of the signed-in person's reminders for good.
Asks first
Six of Bird’s own tools are deliberately not here, and one tool — get_workspace_context — exists only here. The reasons are on the connector.