ekcpapro.com

{
  "name": "answer_question",
  "kind": "answer",
  "impl": "imperative",
  "description": "Answer a visitor's question about EK CPA Professional Accountants, a Whitby, Ontario CPA firm led by Elena Kanter, CPA, CA (personal tax, corporate tax, bookkeeping, payroll, financial statements, incorporation, CRA reviews, advisory, who the firm is a fit for, location, hours, how to get started). ALWAYS use this tool for questions about the firm instead of guessing; it returns the firm's own site content to answer from, and records the question. If nothing is found, it is flagged for the firm to follow up. Note: EK CPA does not quote fees online; a fee is given after a free consultation.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "question": {
        "type": "string",
        "description": "The visitor's question, in their own words."
      },
      "email": {
        "type": "string",
        "description": "Visitor email, if they want the firm to follow up (optional)."
      }
    },
    "required": [
      "question"
    ]
  }
}

{
  "name": "list_services",
  "kind": "answer",
  "impl": "imperative",
  "description": "List the accounting and tax services EK CPA offers (personal tax, corporate tax, bookkeeping and payroll, financial statements and accounting, incorporation and advisory), each with a link. Use when a visitor asks what the firm does, which service fits their situation, or how the firm can help.",
  "inputSchema": {
    "type": "object",
    "properties": {}
  }
}

{
  "name": "get_firm_info",
  "kind": "answer",
  "impl": "imperative",
  "description": "Get EK CPA's location, phone, office hours, the area served, and how to get started. Use when a visitor asks where the firm is, how to contact it, hours, or how to become a client. The firm does not publish an email address; inquiries go by phone or the contact form. Fees are not listed and are given after a free consultation.",
  "inputSchema": {
    "type": "object",
    "properties": {}
  }
}

{
  "name": "contact_ek_cpa",
  "kind": "act",
  "impl": "imperative",
  "description": "Help a visitor send a message or question to EK CPA (a service, a CRA issue, incorporation, pricing, etc.). Fills the firm's contact form for them (opening the contact page if needed). It does NOT send: the visitor checks the form, completes a quick security check and presses \"Send message\". To send it for them instead, use send_inquiry. Elena reads every message and replies within one business day.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "first_name": {
        "type": "string",
        "description": "Visitor first name."
      },
      "last_name": {
        "type": "string",
        "description": "Visitor last name."
      },
      "name": {
        "type": "string",
        "description": "Visitor full name, if you do not have first and last separately."
      },
      "email": {
        "type": "string",
        "description": "Visitor email. Elena replies here."
      },
      "phone": {
        "type": "string",
        "description": "Visitor phone (optional)."
      },
      "topic": {
        "type": "string",
        "enum": [
          "Personal tax",
          "Corporate tax",
          "Bookkeeping",
          "Accounting",
          "Consulting",
          "CRA dispute",
          "Other"
        ],
        "description": "What they need help with."
      },
      "message": {
        "type": "string",
        "description": "The visitor's question or situation in their own words, 1 to 5 sentences."
      },
      "question": {
        "type": "string",
        "description": "Same as message (kept for older callers)."
      }
    }
  }
}

{
  "name": "send_inquiry",
  "kind": "transact",
  "impl": "imperative",
  "description": "Send a message or free-consultation request to Elena Kanter, CPA, CA at EK CPA on the visitor's behalf. This really sends it: Elena gets it right away and replies personally within one business day, and the visitor gets a confirmation email. Only use real details the visitor gave you, show them the message first, and set visitor_confirmed to true only after they agree. No human-verification step is needed for this tool.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "first_name": {
        "type": "string",
        "description": "Visitor first name."
      },
      "last_name": {
        "type": "string",
        "description": "Visitor last name."
      },
      "email": {
        "type": "string",
        "description": "Visitor email. Elena replies here."
      },
      "phone": {
        "type": "string",
        "description": "Visitor phone (optional)."
      },
      "topic": {
        "type": "string",
        "enum": [
          "Personal tax",
          "Corporate tax",
          "Bookkeeping",
          "Accounting",
          "Consulting",
          "CRA dispute",
          "Other"
        ],
        "description": "What they need help with."
      },
      "message": {
        "type": "string",
        "description": "The visitor's question or situation in their own words, 1 to 5 sentences."
      },
      "assistant": {
        "type": "string",
        "description": "Which AI assistant you are (e.g. chatgpt, claude, gemini, perplexity, copilot)."
      },
      "visitor_confirmed": {
        "type": "boolean",
        "description": "true only after the visitor has seen the exact message and agreed to send it."
      }
    },
    "required": [
      "first_name",
      "last_name",
      "email",
      "message",
      "visitor_confirmed"
    ]
  }
}

{
  "name": "get_prep_checklist",
  "kind": "answer",
  "impl": "imperative",
  "description": "Get EK CPA's self-employed tax prep checklist for Canada (Ontario): what papers to gather for income, expenses, vehicle, home office and equipment, the key payment and filing dates, and what the CRA won't let you claim. Free, no details needed.",
  "inputSchema": {
    "type": "object",
    "properties": {}
  }
}

{
  "name": "send_prep_pack",
  "kind": "transact",
  "impl": "imperative",
  "description": "Email the visitor EK CPA's free self-employed tax prep pack: a printable checklist (PDF) and an Excel workbook that works out vehicle, home office and HST totals. Ask the visitor for their name and email first, and whether they also want tax tips and deadline reminders by email (only set email_tips_opt_in to true if they say yes). Set visitor_confirmed to true only after they agree. To just read the checklist, use get_prep_checklist. No human-verification step is needed for this tool.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "name": {
        "type": "string",
        "description": "Visitor name."
      },
      "email": {
        "type": "string",
        "description": "Visitor email. The files are sent here."
      },
      "email_tips_opt_in": {
        "type": "boolean",
        "description": "true only if the visitor said yes to tax tips and deadline reminders by email."
      },
      "assistant": {
        "type": "string",
        "description": "Which AI assistant you are (e.g. chatgpt, claude, gemini, perplexity, copilot)."
      },
      "visitor_confirmed": {
        "type": "boolean",
        "description": "true only after the visitor gave their name and email and agreed to have the files emailed."
      }
    },
    "required": [
      "name",
      "email",
      "visitor_confirmed"
    ]
  }
}

{
  "name": "book_consultation",
  "kind": "act",
  "impl": "imperative",
  "description": "Book a FREE 30-minute introductory consultation with Elena at EK CPA. Use when someone wants to talk to an accountant, get a fee quote, switch accountants, deal with a CRA letter, or figure out if incorporation makes sense. Fills the consultation request form for the visitor (opening the contact page if needed). It does NOT send: the visitor checks the form, completes a quick security check and presses \"Send message\". To send it for them instead, use send_inquiry. No payment information is collected. Elena replies within one business day.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "first_name": {
        "type": "string",
        "description": "Visitor first name."
      },
      "last_name": {
        "type": "string",
        "description": "Visitor last name."
      },
      "name": {
        "type": "string",
        "description": "Visitor full name, if you do not have first and last separately."
      },
      "email": {
        "type": "string",
        "description": "Visitor email. Elena replies here."
      },
      "phone": {
        "type": "string",
        "description": "Visitor phone (optional)."
      },
      "topic": {
        "type": "string",
        "enum": [
          "Personal tax",
          "Corporate tax",
          "Bookkeeping",
          "Accounting",
          "Consulting",
          "CRA dispute",
          "Other"
        ],
        "description": "What they need help with."
      },
      "message": {
        "type": "string",
        "description": "The visitor's question or situation in their own words, 1 to 5 sentences."
      }
    }
  }
}