---
name: simlatech
description: Use when the user asks about data in the SimlaTech.ai panel (the internal panel of the Simla team), or wants to change it — team accounts, absences and vacations, Pipelines tasks, Scheduling event types and bookings, short links and their clicks, quotes, Simla Sentinel Bot reports and advisor tracking, recorded meetings, VPN profiles and usage, server health, backups, logs and Resend email usage. Uses the "simlatech" MCP server.
---

# SimlaTech.ai panel

The `simlatech` MCP server (https://mcp.simlatech.ai/mcp) gives you what the user's account can see and do in the panel, with the permissions of their groups. Tools marked **[writes]** change data; **[writes, irreversible]** cannot be undone.

## How to work
1. If you do not know who the user is or what they may see, call `whoami`: account, groups, permissions and time zone.
2. Use the list tools to find ids (`list_*`), then the `get_*` tool for one item. Never guess ids.
3. Lists are paginated (`limit` up to 100, `page`): read `total` and `pages`, and fetch every page when the question is about all of them.
4. Dates come in UTC. Show them in the user's time zone (from `whoami`) and say the zone when it matters.
5. Status codes are Spanish (borrador, confirmada, listo, activo, sin-cupo…): translate them.
6. If a tool says the account lacks a permission, say so: permissions belong to groups, and an admin changes them in Settings › Groups and permissions.
7. To create, change, cancel or delete something, use its **[writes]** tool. Ask first for every detail it needs that the user has not given (offer the options its schema accepts; never fill a gap with a guess), then say exactly what will be done and wait for an explicit yes. One yes covers one change.
8. If no tool does that change yet, tell the user to do it in the panel and name the screen.
9. After a change, report what the tool returned: what was saved, its id and its link.

## Quotes
The panel's quote builder, end to end, for advisors who prefer to work from the chat. The recipe `new_quote` walks through it:
1. `get_crm_order` with the CRM order number; show the client it found and ask the user to confirm it.
2. `get_quote_options` for what can be quoted today (plans, marketing base, email packs, periods and discounts, services, conditions, designs, PDF blocks). Ask for every choice; suggest the defaults, never assume them. A saved template (`list_quote_templates`) or an earlier quote can be the starting point.
3. Summarise, get a yes, `create_quote` with everything in one call (or `update_quote` on the existing one). Show the prices it returns.
4. Ask the validity date, then `generate_quote_pdf`: show the first page and give the download link as it comes (valid for one hour; `get_quote_pdf` makes a new one).
5. Only after the user approves the PDF, `upload_quote_to_crm`. If the client differs from the CRM, show the differences and ask: `customer: "update_from_crm"` or `"keep"`.
To review a quote (recipe `review_quote`): `list_quotes`, `get_quote` (what it is about) and `get_quote_pdf`.
Amounts are in the quote currency and are written 5,390.40 (dot for decimals). The six PDF designs:
- `01` Clásico corporativo — Classic corporate.
- `02` Editorial sobrio — Sober editorial. The default one.
- `03` Comparador de periodos — Period comparison: one card per payment period.
- `04` Proforma — Proforma: an invoice-like document.
- `05` Portada y detalle — Cover and detail: a cover page, then the detail.
- `06` Resumen ejecutivo — Executive summary: the key figures first.

## Never
- Ask for, show or repeat passwords, API keys, MCP tokens or 2FA codes. The tools never return them.
- Copy personal data (emails, phones, client chats) to other tools or services unless the user explicitly asks.

## Recipes (MCP prompts)
- `weekly_team_report` — A report of the team’s week: absences, tasks done and overdue, bookings, Sentinel reports and meetings.
- `server_health` — Is everything up? Services, disk, certificates, backups, VPN and the email quota.
- `who_is_out` — Who is on vacation, sick leave or a holiday on a day or a range.
- `my_week` — Your own week: tasks due, bookings, meetings and unread notifications.
- `advisor_activity` — One advisor’s days: online time, chats, orders, tasks and meetings, from Sentinel tracking.
- `new_quote` — A quote from a CRM order to the PDF in this chat and, once approved, to the CRM: asking for every detail and confirming each step.
- `review_quote` — What a quote is about, its prices, its CRM status and its PDF in this chat.

## Tools
### Your account
- `whoami` — Your account, groups, permissions and time zone
- `list_my_notifications` — Your bell: mentions, tasks, reminders and alerts
- `list_my_meetings` — Your Mymeet.ai and tl;dv recordings
- `get_my_meeting` — Summary, tasks and speakers
- `get_my_activity` — What you did in the panel, from the logs

### Team
- `list_users` — The team: name, area, title, groups and status (needs usuarios:ver)
- `get_user` — Details, groups, status and connections (needs usuarios:ver)
- `list_absences` — Team vacations, sick leave, leaves and holidays (needs jornadas:ver)
- `list_groups` — Each group, its members and its permissions (needs permisos:ver)

### Pipelines
- `list_boards` — Boards with their stages and task counts (needs tareas-tableros:ver)
- `list_tasks` — The tasks you can see, with filters (needs tareas:ver)
- `get_task` — With description, notes, attachments and history (needs tareas:ver)

### Scheduling
- `list_event_types` — Scheduling event types: one-on-one, group and webinars (needs agenda:ver)
- `list_bookings` — Bookings by date, host and status (needs agenda:ver)
- `get_schedules` — Availability schedules and date overrides (needs agenda-horario:ver)
- `create_event_type` **[writes]** — With all its settings, for you or someone else (needs agenda:crear or agenda:otros)
- `update_event_type` **[writes]** — Any of its settings; the rest stays as it is (needs agenda:editar or agenda:otros)
- `set_event_type_active` **[writes]** — Off cannot be booked; it is kept as it is (needs agenda:editar or agenda:otros)
- `duplicate_event_type` **[writes]** — A copy, turned off, with all its settings (needs agenda:crear or agenda:otros)
- `delete_event_type` **[writes, irreversible]** — Cannot be undone; its bookings stay (needs agenda:borrar or agenda:borrar-otros)

### Link shortener
- `list_links` — The my.simlatech.ai links with their clicks (needs enlaces:ver)
- `get_link_stats` — Clicks by day, country, city, source and device (needs estadisticas:ver)

### Quotes
- `list_quotes` — Yours or everyone’s, with the recommended total (needs cotizaciones:ver or cotizaciones-equipo:ver)
- `get_quote` — What was quoted, each period priced, and its versions (needs cotizaciones:ver or cotizaciones-equipo:ver)
- `list_quote_templates` — Saved templates, most used first (needs cotizaciones-plantillas:ver or cotizaciones-plantillas-generales:ver)
- `get_crm_order` — What the quote will show, before creating it (needs cotizaciones:crear)
- `get_quote_options` — Plans, extras, periods, services, conditions and designs (needs cotizaciones:crear)
- `create_quote` **[writes]** — From a CRM order: blank, from a template or from another quote (needs cotizaciones:crear)
- `update_quote` **[writes]** — Client, prices, texts, conditions and design; the rest stays (needs cotizaciones:crear)
- `generate_quote_pdf` **[writes]** — A new version, with its download link and first page (needs cotizaciones:crear)
- `get_quote_pdf` — Its download link, what it quotes and its first page (needs cotizaciones:ver or cotizaciones-equipo:ver)
- `upload_quote_to_crm` **[writes, irreversible]** — The latest PDF, attached to its order and checked (needs cotizaciones:cargar)
- `restore_quote_version` **[writes]** — The draft, as it was in an earlier PDF (needs cotizaciones:crear)
- `delete_quote` **[writes, irreversible]** — With its versions; what was uploaded stays in the CRM (needs cotizaciones:crear)
- `save_quote_as_template` **[writes]** — What was quoted, without client, number or dates (needs cotizaciones:crear)
- `rename_quote_template` **[writes]** — Not the name of another one (needs cotizaciones-plantillas:editar or cotizaciones-plantillas-generales:editar)
- `delete_quote_template` **[writes, irreversible]** — For the whole team; quotes made with it do not change (needs cotizaciones-plantillas:borrar or cotizaciones-plantillas-generales:borrar)

### Simla Sentinel Bot
- `list_reports` — The daily report of each group (needs informes:ver)
- `get_report` — Message, analysis and per-advisor figures (needs informes:ver)
- `get_tracking` — An advisor’s days: schedule, presence and activity (needs rastreo:ver)
- `get_tracking_day` — That day’s chats, orders, tasks and meetings (needs rastreo:ver)
- `list_telegram_groups` — Where each report goes, and with which advisors (needs grupos-telegram:ver)
- `list_advisors` — The CRM advisors Sentinel follows (needs asesores:ver)
- `list_channels` — Messaging channels and whose each one is (needs canales:ver)
- `list_redmine_users` — Redmine accounts and their advisor (needs redmine:ver)
- `list_tldv_people` — Who appears in meetings and their advisor (needs reuniones:ver)
- `list_team_meetings` — Recordings of everyone who connected Mymeet.ai (needs mymeet:ver)
- `get_team_meeting` — Its summary, tasks and speakers (needs mymeet:ver)

### VPN
- `get_my_vpn` — Your profiles, their state and this month’s use
- `list_vpn_profiles` — All profiles, owner, quota and use (needs vpn:ver)
- `get_vpn_usage` — Monthly traffic by day and profile, and who is connected (needs vpn-uso:ver)
- `get_vpn_status` — Whether Xray and AmneziaWG are up, outages and log (needs vpn-estado:ver)
- `list_vpn_segments` — Allowed or blocked destination lists (needs vpn-segmentos:ver)

### Settings
- `get_general_settings` — The panel time zone and the areas (needs ajustes-general:ver)
- `get_server_status` — Services, disk, certificates and daily backup (needs ajustes-servidor:ver)
- `list_backups` — Panel backups, their size and the disk (needs ajustes-copias:ver)
- `list_logs` — Everything that happens in the panel, filtered (needs ajustes-registro:ver)
- `get_email_usage` — Emails sent this month and how many the plan has left (needs correo-uso:ver)
- `list_emails` — Every email sent, to whom and how it went (needs correo-envios:ver)
- `get_service_settings` — CRM, Telegram, OpenAI, Redmine, tl;dv, Mymeet.ai, Resend, Google and Zoom (needs ajustes-crm:ver or ajustes-telegram:ver or ajustes-openai:ver or ajustes-redmine:ver or ajustes-tldv:ver or ajustes-mymeet:ver or ajustes-resend:ver or ajustes-google:ver or ajustes-zoom:ver)
- `get_module_settings` — VPN, Sentinel, Quotes, Pipelines and Scheduling (needs ajustes-vpn:ver or ajustes-sentinel:ver or ajustes-cotizaciones:ver or ajustes-tareas:ver or ajustes-agenda:ver)

Documentation: https://mcp.simlatech.ai/docs/en/