## Persona

SecureBarndoor ManagedFinance & Accounting

**Summary:** Manage identity verification workflows, accounts, inquiries, cases, and reports in Persona.

**How Teams Use It:** No how-to available.

Tools78

| Tool Name                             | Tool Description                                                | Tool Type |
|---------------------------------------|---------------------------------------------------------------|-----------|
| accounts\_add\_tag                  | Adds a new tag to an Account.                                  | Create    |
| accounts\_list\_all\_relations     | Gets relations for an Account by key.                         | Read      |
| accounts\_remove\_tag               | Removes an existing tag from an Account.                       | Update    |
| accounts\_set\_all\_tags           | Sets all tags on an Account.                                   | Update    |
| add\_persona\_objects               | Adds Persona objects (such as inquiries, accounts, or reports) to a Case. | Create    |
| approve\_an\_inquiry                | Approves an Inquiry.                                          | Update    |
| archive\_a\_list                    | Archive an existing list.                                      | Update    |
| archive\_a\_webhook                 | Archives a webhook.                                           | Update    |
| assign\_a\_case                     | Assigns a Case to a Persona user.                             | Update    |
| consolidate\_into\_an\_account     | Consolidates several source Accounts' information into one target Account. | Update    |
| create\_a\_case                     | Creates a new case in your organization.                       | Create    |
| create\_a\_report                   | Creates a new Report of any type.                             | Create    |
| create\_a\_strings\_list           | Create a new list for your organization.                      | Create    |
| create\_a\_transaction               | Creates a new Transaction for a specific transaction type in your organization. | Create    |
| create\_a\_transaction\_label       | Create a new label for an existing Transaction.               | Create    |
| create\_a\_webhook                  | Creates a new webhook with response defaults.                | Create    |
| create\_a\_workflow\_run           | Creates a new Workflow Run.                                   | Create    |
| create\_an\_account                  | Creates a new Account for your organization.                  | Create    |
| create\_an\_inquiry                  | Creates a new inquiry with optional pre-filled attributes.    | Create    |
| create\_an\_inquiry\_session       | Creates a new Inquiry Session.                                | Create    |