Heed

Add a to-do to the signed-in member's Checklist in Heed, with an optional detail and due date. Use it when the member says 'remind me to', 'add to my checklist' or 'I need to file X by'. This writes to their real record: repeat the item and the date in words first. Returns the item with its id.

Record a company, holding or structure the signed-in member owns, as on Heed's Companies page: name, country, form (company, holding, trust, foundation, partnership, SPV, branch, other), incorporation date, ownership share, status and purpose. Its country then feeds the member's change feed. This writes to their real record: confirm the details in words first. Returns the company as stored, with its id.

Side-by-side headline rates and residency rules for two to five countries Heed tracks, each with its official source. Use it when someone weighs places against each other; use run_scenario to measure a move against their own profile.

Mark an item on the signed-in member's Checklist as done (from list_checklist_items), reopen one, or set its due date. Use it when the member says 'I've done that' or 'move that to the 15th'. A date set here is the member's own and the feed will not move it. This writes to their real record: name the item first. Returns the item as stored.

List which of the signed-in advisor's clients are affected by a specific Change Feed item, with the reasons they match. Read-only; uses the same matching engine as the Change Feed. Advisor accounts.

Company forms Heed has researched, cheapest first by official fees: setup, yearly renewal and the three-year cost, each with the authority's own fee page, plus tax rate and, where Heed has it on file, a local director or office requirement and a residence visa (null means not on file, never no). Filter by country, category (private_limited, onshore_llc, freezone, offshore_ibc, holding_co, foundation_trust) or operating companies only. Use it for 'cheapest company in X' and 'where should I incorporate'.

Visa and residence programmes Heed has researched: who they are for, income or investment thresholds, processing time, validity, whether they allow remote work and dependants, whether they trigger tax residency and the path to permanent residence, each with the authority's own page. Filter by country, category (work, student, family, investor, talent, digital_nomad, retirement, startup, tax_regime, golden_visa, passive_income, other), remote work or a path to permanent residence. Use it for 'which visa', 'can I live in X' and 'how do I get residence in X', and with get_move_checklist for a move.

Which Heed plan the connected account is on and which tools it may use. Call it first when a tool is missing from the list or answers that the plan does not include it. Available to every signed-in account.

Answers 'when is the best day to move' and 'if I leave on this date, am I still resident': how the day the member leaves one country for another plays against both countries' residency day tests, on their logged days: the latest day to leave and stay under the origin's test this tax year, the first year they can be non-resident, and what a given move date would do. Days only; a home, family or work in a country can still make someone resident. The summary field is the one-line answer.

For one Change Feed item: the rate before and after, and what the change costs or saves per 10,000 (or another amount) of the income it touches, from rows a person at Heed approved. Use it after list_change_feed_items when someone asks 'what does this mean for me' or 'what does this change cost me'. Many changes carry no approved figure yet; the tool says so. The summary field is the one-line answer.

Profile signals, calendar-year residency day counts per country and open tasks for one client of the signed-in advisor. Read-only. Advisor accounts.

Answers 'what happens if I leave X' and 'is there an exit tax': what a country does when someone leaves it or sells a business from it: exit tax and its threshold, deferral, the temporary non-residence rule, founder relief, participation exemption, whether residence ends by tax year or day count, and whether tax follows citizenship. Reviewed rows only; a country without one is said to have none on file. The summary field is the one-line answer.

Headline tax rates and residency rules for one country Heed tracks, with the official source and the date each was last checked, plus enacted rate changes that take effect later and the next budget dates. Use it for 'what is the tax in X'. For a region inside a federal country (US states, Swiss cantons, Spanish communities) follow with get_region_rates.

The steps of a move from one country to another, before, during and after, with the documents to carry and a suggested provider where Heed works with one (company formation and bookkeeping in Singapore, Hong Kong, the UK and the UAE). Built from the member's profile and reviewed exit rules only. Give a move date to get a due date per step.

The signed-in member's Heed profile: declared tax residency, the countries they spend time in, income types, asset classes, citizenships, household (single, married or a partner they are not married to: family and dependant visa routes usually need a legal marriage) and any offshore entity. Read it first when a question depends on who the person is; the planning tools read it themselves. Call list_companies for the companies on record.

Rates for the regions of a country where tax differs by state, canton, province or community: AU, BE, CA, CH, ES, IN, MY, US. A proven row holds the combined rate a resident pays, national tax included; an unproven row is the regional layer only. Pass a region to narrow it to one.

Answers 'am I safe', 'am I at risk of becoming resident' and 'will I go over': the countries where the signed-in member is close to, or past, a residency threshold they want to stay under (or short of one they want to reach), with a projected date at their current pace and the rule's official source when Heed has proven it. The declared tax residency is never reported as a risk. The summary field is the one-line answer; an empty at_risk list means nothing is near a line.

Answers 'how many days do I have left in X', 'how many days have I spent in X' and 'where do I stand': day count, threshold and days remaining for each country the signed-in member has logged days in, under that country's own counting rule (tax year, rolling window, the member's custom threshold), each with the rule's official source when Heed has proven it, plus the stretches of three days or more with no location logged (unlogged_gaps), so you can offer to fill them. The summary field is the one-line answer. Pass a country to narrow it to one. Use get_residency_risk for 'am I safe'.

How often each country with a Heed guide has changed its tax rules: changes recorded in the last 12 and 24 months, a band from stable to volatile, and the ranking from steadiest to busiest. Pass a country for its own band and position. 'How often does this place move the goalposts' is a planning question, so use it beside rates.

Answers 'what changed' and 'any news on X': recent tax rule changes Heed has published (enacted, in force or proposed), newest first, optionally for one country. Each carries its status, effective date, severity and official source. Use get_change_cost with an item's id for what it costs per 10,000 of the income it touches.

The signed-in member's Checklist in Heed: open items by default (the ones the feed matched to them, their move checklist lines and their own to-dos), each with its id, due date and where it came from. Use it for 'what do I still need to do' and before complete_checklist_item.

The companies, holdings and structures the signed-in member has recorded in Heed (the Companies page), with each one's id, form, country, incorporation date, ownership share and status. Call it before update_company or remove_company to find the id, and for 'what companies do I have'.

Every country Heed tracks, with its two-letter code, whether a public guide exists and whether it has regional rates. Call it once when you need to know which names the other tools accept, or to check coverage before asking about a country.

List the firm's proposed actions (pending approvals by default). Every consequential Heed action passes this queue; approval and execution happen in the Heed dashboard, never through MCP. Advisor accounts.

The individual days the signed-in member has logged, optionally for one country and date range. Use it to check what is behind a count or before removing days; get_residency_status gives the totals.

Add days spent in a country to the signed-in member's residency tracker. Writes to their real record, so confirm the country and the exact dates with them first and never infer dates. Days already logged are kept (their kind and note are updated when given).

Create a PROPOSED action (task, draft, document request, channel alert) for advisor approval in the Heed dashboard. Nothing is sent, changed or posted by this tool: it only queues the request. Advisor accounts.

Delete one of the signed-in member's recorded companies (from list_companies). A company that was wound up is better marked dissolved with update_company; use this for one recorded by mistake. It removes the row from their record, so name the company and get a yes first. Returns what was removed.

Delete logged residency days for a country and date range. This permanently removes entries from the member's record, so list them first (list_residency_days) and confirm the country and the exact dates before calling.

Run Heed's Position Optimiser for the signed-in member and return its score and ranked findings. It spends no credit; it takes up to a minute, so run it when the member asks for it and do not repeat it in the same conversation.

Answers 'what if I move to X' and 'what would I pay in X': the signed-in member's current country against a target one across the income and asset types on their profile, with the headline rate delta for each. Saves nothing. The summary field is the one-line answer. Follow with get_best_move_date, get_exit_rules and get_move_checklist for the timing, the exit charge and the steps.

Save a move comparison to the signed-in member's Scenario Planner, so it appears under their saved scenarios in Heed: the origin (their declared tax residency unless given), the destination, the planned move date and a label. Use it after run_scenario when the member says 'save that'. Pro. Saves nothing else; it writes one row to their record, so confirm first. Returns the saved scenario with its id.

Change one of the signed-in member's recorded companies (from list_companies): name, country, form, incorporation date, ownership share, status (active, dormant, dissolved), purpose or notes. Send only what changes. This writes to their real record: confirm the change in words first. Returns the company as stored.

Change the signed-in member's Heed profile: declared tax residency, citizenships, the countries they spend time in, income types, asset classes, wealth bracket, the situations on their horizon, crypto mode, and the residency goal per country (establish or avoid, with an optional custom threshold). Use it when the member says something like 'I now live in Lisbon', 'I sold my crypto' or 'track Spain for me'. Partial: send only what changes. Values come from Heed's own lists (the tool names them when one does not fit). This changes their real record, so repeat the change in words and get a yes before calling. Returns the whole position after the write.

Change the signed-in member's alert settings, as on Heed's Settings page: urgent alerts by email, monitor alerts by email, the weekly digest, how often alerts arrive (realtime, daily, weekly) and countries to mute. Send only what changes. Use it for 'stop emailing me about X' or 'send me a weekly digest instead'. Confirm first. Returns every setting as stored.