black-diamond.blackdiamond_invoke_tool critical conf mediumhuman approval
Dispatches arbitrary Black Diamond operations under the advisor's entitlements, reaching rebalance session initiation and client report queuing without any per-tool gate.
black-diamond.blackdiamond_ask_data_warehouse critical conf mediumhuman approval
Answers free-form questions by querying the firm's entire reporting warehouse, so one call can pull holdings, balances, fees, and transaction history for every client under management.
All other tools (4)
black-diamond.blackdiamond_get_navigation_links low conf mediumallow
Returns UI deep links so a user can jump to the referenced record; carries record identifiers but no financial figures.
black-diamond.blackdiamond_get_user_context low conf mediumallow
Reveals which firm and account set the authenticated advisor can reach, mapping the blast radius available to every other call in the session.
black-diamond.blackdiamond_search_help_documentation low conf mediumallow
Reads published product documentation only, with no exposure to client, account, or firm data.
black-diamond.blackdiamond_search_tools low conf mediumallow
Enumerates the platform capabilities reachable by the session, which is reconnaissance for what the agent can go on to invoke.