Automate Neos with Caddi AI Agents

• Download documentDownloads a document from Neos using the document ID, retrieves the download URL, downloads the file content, and uploads it to S3 with proper metadata.
• Get case available tabsRetrieves all available tabs for a case including standard tabs, user-defined tabs, and their visibility settings.
• Get case dataRetrieves comprehensive case data including all case information, user-defined fields, metadata, and related entities.
• Get case general informationRetrieves comprehensive case information including metadata, staff assignments, dates, and case details.
• Get case note topicsRetrieves all available case note topic categories for message classification, with optional case-level filtering.
• Get case summaryRetrieves comprehensive case summary including all case information, parties, staff, dates, and case type details.
• Get document categoriesRetrieves all available document categories with their active status, title, and ID.
• Get document typesRetrieves all available document types with their description, label color, title, active status, and type category.
• Get documentsRetrieves all documents for a specific case/group including file details, metadata, analysis state, and document information.
• Get email addressesRetrieves all email addresses associated with a specific name/contact in Neos.
• Get eventsRetrieves calendar events for specified staff members within a date range, with sorting and pagination support.
• Get existing paymentsRetrieves comprehensive payment history for a value including payment amounts, dates, references, payer/payee information, and payment status with full audit trail.
• Get intake layoutRetrieves the complete layout structure for an intake form including all sections, rows, fields, and their configurations.
• Get messageRetrieves detailed information about a specific message including all metadata, flags, and associated case information.
• Get messagesRetrieves comprehensive message history using advanced search with flexible filtering, pagination, and column selection.
• Get partiesRetrieves all parties associated with a case including their personal details, contact information, roles, and relationships.
• Get party addressesRetrieves all addresses associated with a party including home, business, and other address types.
• Get party basic informationRetrieves comprehensive party information including personal details, contact information, and status flags.
• Get phone numbersSearches for phone numbers associated with a specific name ID in Neos and returns all phone details including number, title, extension, and call permission status.
• Get staffRetrieves comprehensive list of all staff members including their status, login information, contact details, and system metadata.
• Get template promptsRetrieves template prompts, AI tags, and sections for a specific template and case.
• Get templatesRetrieves all available templates with filtering options including active status, AI enhancement capability, merge target, and OneDrive availability.
• Get times and valuesRetrieves comprehensive times and values information for a case including billing details, provider information, and value codes with optional type and filter type parameters.
• Get user dashboardsRetrieves comprehensive list of user dashboards including dashboard metadata, ownership information, sharing status, and associated firm modules.
• Get user fieldsRetrieves user field definitions including field types, controls, lengths, and mini directories for a specific case type and screen type.
• Get user preferencesRetrieves comprehensive user preferences including billing settings, calendar preferences, time tracking settings, and UI customization options.
• Get user tab detailsRetrieves detailed information about a specific user tab within a case, including all tab-specific data and configurations.
• Get valueRetrieves comprehensive value details including billing information, payment history, provider details, and metadata with full audit trail and status information.
• SearchExecutes advanced searches in Neos with complex query filters and field selection.
• Search case detailsSearches for case details in Neos by case number and retrieves trial date, party information, and address details.
• Search case notesSearches for case notes in Neos by case number and retrieves all note details including entry date, topic, staff information, and note text.
• Search eventsSearches calendar events by staff, subject, case, date range, or iCal UID with sorting and pagination support.
• Search intakes by statusSearches for intakes in Neos by status filter and retrieves comprehensive intake details including case information, staff assignments, and dates.
• Search value itemsSearches for value items in Neos by case number and calculates the total amount due by summing all items.
• Add notesCreates a new case note with staff association and topic categorization, with optional subject update.
• Create messageCreates a new message (phone message, internal note) in Neos with recipient routing, case linking, and topic categorization.
• Create paymentCreates payment records with amount, payer/payee information, payment dates, and reference numbers with automatic validation and audit trail creation.
• Create staffCreates a new staff member with comprehensive profile information including contact details, authentication settings, and system preferences.
• Generate documentGenerates documents from templates with merge data, AI enhancements, and recipient management.
• Send text messageSends text messages to one or more phone numbers with case and contact association tracking.
• Update user tabsUpdates user tabs data including case data items, pick list selections, and name objects for a specific case tab.
• Upload document from S3Downloads a document from S3, uploads it to SharePoint, and creates the document record in Neos with specified author.

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