H&R Block

Financeby H&R Block

Launched Mar 19, 2026 on ChatGPT

Get expert-prepared tax returns and personalized advice at any of our 9,000 offices nationwide. Our appointment-setting app connects you with a local tax professional. Schedule your visit and have your taxes done in as little as one hour. Choose the option that works best for you—whether it's in person or online.

6ChatGPT Tools

H&R BlockDeveloper

FinanceCategory

Available Tools

Find Nearby Offices (Internal)

hrblock-find-nearby-offices

Full Description

INTERNAL WIDGET BACKEND TOOL — This tool is the backend API for the booking widget's office search feature. It is called automatically by the interactive booking widget when a user enters their ZIP code or location in the widget UI. Do NOT invoke this tool directly from chat. If a user asks about finding offices, nearby locations, ZIP code lookups, or checking appointment availability, use 'start-appointment-booking' instead which provides the full interactive booking experience with a seamless web-like UI. This tool only returns raw office data meant to be consumed by the widget.

Parameters (2 required, 2 optional)

Required

latitudestring

Latitude coordinate of the user's location (e.g. 39.1045785)

longitudestring

Longitude coordinate of the user's location (e.g. -94.58952939999999)

Optional

radiusInMilesstring

Search radius in miles (default: 50)

Default: 50

rangeDatestring

Date (YYYY-MM-DD) to check appointment availability. Defaults to today

Default: 2026-03-19

Get Availability and Pros (Internal)

hrblock-get-availability-and-pros

Full Description

INTERNAL WIDGET BACKEND TOOL — Do NOT call directly. Use "start-appointment-booking" instead. Returns combined office, tax professional, and appointment availability information for a specific H&R Block office.

Parameters (3 required)

Required

appointmentStartDateTimestring

Required: ISO-like appointment start datetime string

appointmentStartDateTimeUserstring

Required: ISO-like user-local appointment start datetime string

officeIdinteger

The unique identifier for the H&R Block office. Must be a positive integer up to 7 digits.

Get Available Days (Internal)

hrblock-get-available-days

Full Description

INTERNAL WIDGET BACKEND TOOL — This tool is the backend API for the booking widget's calendar day selection feature. It is called automatically by the interactive booking widget after a user selects an office in the widget UI. Do NOT invoke this tool directly from chat. If a user asks about available days or appointment dates, use 'start-appointment-booking' instead which provides the full interactive experience. This tool only returns raw available-day data meant to be consumed by the widget.

Parameters (4 required, 7 optional)

Required

appointmentServiceTypenumber

Required: appointment service type (numeric)

appointmentStartDateTimestring

Required: appointment start datetime

appointmentStartDateTimeUserstring

Required: user-local appointment start datetime

officeIdnumber

Required: H&R Block office ID

Optional

durationstring

Optional: appointment duration string

employeeIdarray

Optional: list of employee IDs

flowTypestring

Optional: flow type

isOpenSlotReqboolean

Optional: open slot request flag

isTestAndTargetboolean

Optional: test-and-target flag

minimumSlotsPerDaynumber

Optional: minimum slots per day

spanishIndicatorboolean/null

Optional: Spanish language preference (true/false/null)

Get Available Slots (Internal)

hrblock-get-available-slots

Full Description

INTERNAL WIDGET BACKEND TOOL — This tool is the backend API for the booking widget's time slot selection feature. It is called automatically by the interactive booking widget after a user selects an office and date in the widget UI. Do NOT invoke this tool directly from chat. If a user asks about availability or time slots, use 'start-appointment-booking' instead which provides the full interactive experience. This tool only returns raw slot data meant to be consumed by the widget.

Parameters (6 required, 9 optional)

Required

appointmentServiceTypestring

Required: appointment service type (e.g. 'OFFICE' or 'TAXPRO')

appointmentStartDateTimestring

Required: appointment start datetime

appointmentStartDateTimeUserstring

Required: user-local appointment start datetime

officeListarray

Required: list of H&R Block office IDs (max 8)

serviceTypenumber

Required: numeric service type (e.g. 1)

slotFilterstring

Required: slot filter string

Optional

durationstring

Optional: appointment duration string

earliestAppointmentboolean

Optional: earliest appointment flag

employeeListarray

Optional: list of tax professional employee IDs

flowTypestring

Optional flow type

isEaAppointmentboolean

Optional: EA appointment flag

isOpenSlotReqboolean

Optional: open slot request flag

isOverlappingSlotboolean

Optional: overlapping slot flag

numberOfSlotsnumber

Optional: number of slots to return

spanishIndicator

Optional Spanish preference

Set Appointment (Internal)

hrblock-set-appointment

Full Description

INTERNAL WIDGET BACKEND TOOL — This tool is the backend API for the booking widget's appointment confirmation feature. It is called automatically by the interactive booking widget after a user fills in their details and confirms a time slot in the widget UI. Do NOT invoke this tool directly from chat. If a user asks about booking or confirming an appointment, use 'start-appointment-booking' instead which provides the full interactive experience. This tool only processes booking requests from the widget.

Parameters (6 required, 21 optional)

Required

appointmentTokenstring

clientEmailTextstring

clientFirstNamestring

clientLastNamestring

clientPhoneNostring

officeIdnumber

Optional

appointmentClientDateTimestring

appointmentEndDateTimestring

appointmentFlowIdnumber

appointmentNotestring

appointmentStartDateTimestring

appointmentTypestring

clientMatchedQuestionsarray

clientOffsetstring

clientTextPhoneNumberstring

durationstring

employeeIdnumber

expertiseIdarray

flowTypestring

isEmployeeValidboolean

isOfficeValidboolean

isPytpFlowboolean

Default: False

IsPytpFlowboolean

Default: False

productIdnumber

slotGeneratedTimenumber

spanishFlowIdnumber

textConsentFieldboolean

Start Appointment Booking

start-appointment-booking

Full Description

Start the H&R Block appointment booking process. Use this tool for ANY user request related to: booking an appointment, scheduling a visit, finding nearby H&R Block offices, checking office availability, looking up offices by ZIP code, making a tax appointment, or any appointment/office/booking/zipcode related query. This loads an interactive booking widget with a seamless web-like experience. The widget handles the ENTIRE flow — office search, time slot selection, and booking confirmation — all within a single interactive UI. IMPORTANT: Once this widget is loaded, the user should interact directly with the widget to enter their ZIP code and complete the booking. Do NOT call any other office or booking tools after this tool is invoked. Always use this tool first and only for any booking-related request.

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