flevy

Search Flevy's marketplace of consulting frameworks, PowerPoint templates, Excel financial models, business toolkits, and management case studies. Use this whenever a user needs a best-practice framework, methodology, template, financial model, or real-world case example on any business or management topic (strategy, digital transformation, supply chain, pricing, operational excellence, M&A, etc.). Returns up to 10 relevance-ranked recommendations across two content types: "document" (premium documents authored by management consultants) and "case_study" (management case studies). ALWAYS include each recommended item's url as a clickable link when you mention it in your reply — never reference a document without its link, because the link is the only way the user can open it. Each result carries a content_id for get_content_details. Filters: topic (single, or "topics" for documents covering ALL of several topics), author (list more documents from an author seen in results), filetype (including tier1_consulting_deck for McKinsey-style strategy decks), content_type. Topic-filtered responses also list related_topics to pivot to. Provide at least one of query, topic(s), or author; use list_topics to map user phrasing to a canonical topic.

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Free-text search, e.g. \"balanced scorecard\", \"post-merger integration checklist\", \"DCF model\". Optional when topic or author is provided (returns their top content)."
    },
    "topic": {
      "type": "string",
      "description": "Optional management topic filter, e.g. \"Digital Transformation\". Accepts any known alias (see list_topics)."
    },
    "topics": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "maxItems": 3,
      "description": "Optional: up to 3 topics; returns documents associated with ALL of them (intersection), e.g. [\"Digital Transformation\",\"Supply Chain Analysis\"]. Documents only."
    },
    "author": {
      "type": "string",
      "description": "Optional author filter — the author name exactly as shown in document results. Use to list other documents from the same author, alone or combined with a topic. Documents only."
    },
    "filetype": {
      "type": "string",
      "enum": [
        "powerpoint",
        "excel",
        "word",
        "pdf",
        "project_plan",
        "tier1_consulting_deck",
        "flevypro"
      ],
      "description": "Optional file-type filter (documents only). Rules of thumb: frameworks, methodologies, and presentation templates are powerpoint; financial models are excel; tier1_consulting_deck = presentations crafted in the style of tier-1 consulting firms (McKinsey/MBB) with the headline-body-bumper slide structure — use it when the user wants consulting-grade frameworks or decks; flevypro = documents included with a FlevyPro subscription."
    },
    "content_type": {
      "type": "string",
      "enum": [
        "document",
        "case_study"
      ],
      "description": "Optional filter. Default: both types, documents first."
    }
  },
  "required": []
}

Full metadata for one Flevy item, by content_id from search_content (e.g. "doc-1234" or "case-567"). Documents return the author with their credentials (headline, bio, LinkedIn, profile URL; pass the author name to search_content's author filter to list more of their documents), full description, editor summary, AI summary, and editorial review when available, page/slide count, price, FlevyPro inclusion, management topics, ranking badge, and the number of slide deep dives available. Case studies return the client situation, TL;DR, and summary. Call this before recommending an item so you can describe it accurately and cite the author's credentials, and share the returned flevy.com URL.

{
  "type": "object",
  "properties": {
    "content_id": {
      "type": "string",
      "description": "The content_id from search_content: \"doc-<n>\" for documents, \"case-<n>\" for case studies."
    }
  },
  "required": [
    "content_id"
  ]
}

Slide-by-slide preview of a Flevy document (a "doc-<n>" content_id). Returns every showcased slide with its name, a text description of what the slide contains (you cannot see the image, so use the description), a preview image URL, and a deep link to that slide on flevy.com. Use when a user wants to know what is inside a specific presentation before purchasing, or to reference an individual slide. Only some documents have deep dives; get_content_details reports the count.

{
  "type": "object",
  "properties": {
    "content_id": {
      "type": "string",
      "description": "A document content_id from search_content, e.g. \"doc-1234\"."
    }
  },
  "required": [
    "content_id"
  ]
}

An end-to-end overview of one management topic: its definition, an in-depth explanation of the discipline, the 3 editor-curated top documents, all known aliases, document and case study counts, related topics, and the topic page URL. Use this to survey a discipline before going deep — e.g. "what does Digital Transformation cover and what are its key frameworks" — or to orient when the user describes a broad problem area. Follow with search_content (topic filter) for the full catalog.

{
  "type": "object",
  "properties": {
    "topic": {
      "type": "string",
      "description": "The management topic or any of its aliases, e.g. \"Digital Transformation\" (see list_topics)."
    }
  },
  "required": [
    "topic"
  ]
}

The canonical list of management topics Flevy's catalog is organized under, each with its known aliases (e.g. "Digital Transformation" and "Digital Transformation Strategy" may be the same topic) and content counts. Use this to map a user's phrasing to the exact topic filter accepted by search_content, or to show what subject areas Flevy covers.

{
  "type": "object",
  "properties": {},
  "required": []
}