Scope legend
| Marker | Meaning |
|---|---|
mcp:read | Read-only tool. Available to OAuth tokens with the read scope and to any API key. |
mcp:write | Mutating tool. Requires the write scope. |
| Admin | Additionally requires the admin role on the authenticated user. |
| User-level | Cannot be called with org-level API keys; needs OAuth or a user-level API key. |
| Org-level | Requires an org-level API key; OAuth tokens and user-level API keys are not allowed. |
| Destructive | Permanently removes data or cannot be reversed without manual intervention. |
All tools
Identity
| Tool | Scope | Description |
|---|---|---|
get_me | mcp:read | Get the authenticated user, org, and roles. |
Calls
| Tool | Scope | Description |
|---|---|---|
search_calls | mcp:read | Search calls by date, rep, team, keyword, opportunity, CRM field, transcript. |
get_call_details | mcp:read | Get a single call’s transcript, scorecard results, and insights. |
AI Analysis
| Tool | Scope | Description |
|---|---|---|
ask_attention | mcp:read | Run AI analysis across up to 25 calls or all calls in a deal. |
Snippets
| Tool | Scope | Description |
|---|---|---|
create_snippet | mcp:write | Create a shareable clip from a call recording. |
Teams
| Tool | Scope | Description |
|---|---|---|
list_teams | mcp:read | List all teams and the team hierarchy. |
get_team | mcp:read | Get a single team’s details and sub-teams. |
get_team_members | mcp:read | List the members of a team with their roles. |
create_team | mcp:write, Admin | Create a new team. |
update_team | mcp:write, Admin | Rename a team or change its parent. |
archive_team | mcp:write, Admin | Archive or unarchive a team (reversible). |
change_team_parent | mcp:write, Admin | Move a team under a new parent or make it top-level. |
add_team_member | mcp:write, Admin | Add a user to a team. |
remove_team_member | mcp:write, Admin | Remove a user from a team. |
Users & Roles
| Tool | Scope | Description |
|---|---|---|
list_reps | mcp:read | List users in the org with optional filters. |
list_roles | mcp:read | List org roles with their type. |
list_invitations | mcp:read | List pending invitations. |
update_user | mcp:write, Admin | Update a user’s profile, role, or seat type. |
update_user_teams | mcp:write, Admin | Add/remove team memberships in one call. |
manage_user_role | mcp:write, Admin | Assign or remove a role for a user. |
delete_user | mcp:write, Admin, User-level | Soft-delete (deactivate) a user. Reversible via reactivate_user. |
reactivate_user | mcp:write, Admin | Reactivate a previously deactivated user. |
invite_user | mcp:write, Admin, User-level | Send an email invitation to a new user. |
update_invitation | mcp:write, Admin, User-level | Update a pending invitation’s seat type. |
delete_invitation | mcp:write, Admin, User-level, Destructive | Delete a pending invitation. |
Organization
| Tool | Scope | Description |
|---|---|---|
get_org_overview | mcp:read | Get a summary of roles and team structure. |
update_org_settings | mcp:write, Admin | Update org-wide settings (call joining, bot image). |
Scorecards
| Tool | Scope | Description |
|---|---|---|
get_scorecards | mcp:read | List all scorecards. |
get_scorecard_details | mcp:read | Get a scorecard’s full details and items. |
create_scorecard | mcp:write, Admin | Create a new scorecard. |
update_scorecard | mcp:write, Admin | Update a scorecard’s settings or criteria. |
create_scorecard_item | mcp:write, Admin | Add a scoring criterion to a scorecard. |
update_scorecard_item | mcp:write, Admin | Update a scoring criterion. |
delete_scorecard_item | mcp:write, Admin, Destructive | Remove a scoring criterion. |
update_scorecard_item_order | mcp:write, Admin | Reorder a scoring criterion. |
update_scorecard_ranges | mcp:write, Admin | Update min/middle/max for all items in a scorecard. |
Labels
| Tool | Scope | Description |
|---|---|---|
list_labels | mcp:read | List label categories and their options. |
create_label | mcp:write, Admin | Create a new label category. |
update_label | mcp:write, Admin | Update a label category. |
delete_label | mcp:write, Admin, Destructive | Delete a label category. |
change_conversation_labels | mcp:write | Apply or update labels on a conversation. |
Forecasting
| Tool | Scope | Description |
|---|---|---|
get_forecast_config | mcp:read | Get forecast categories. |
create_forecast_category | mcp:write, Admin | Create a new forecast category. |
update_forecast_category | mcp:write, Admin | Update a forecast category. |
CRM
| Tool | Scope | Description |
|---|---|---|
get_crm_integrations | mcp:read | List configured CRM integrations. |
create_crm_integration | mcp:write, Admin | Create a new CRM integration mapping. |
update_crm_integration | mcp:write, Admin | Update a CRM integration’s name, fields, or status. |
sync_crm_fields | mcp:write, Admin | Force-sync entity and field definitions from the CRM. |
delete_crm_account | mcp:write, Admin, Destructive | Disconnect a CRM account and remove its integrations. |
connect_integration | mcp:write, User-level (admin for CRM, write for Microsoft) | Generate an OAuth link to connect Salesforce, HubSpot, or Microsoft. |
Intelligence
| Tool | Scope | Description |
|---|---|---|
list_intelligence_collections | mcp:read | List CRM prompt collections. |
create_intelligence_collection | mcp:write, Admin | Create a new collection. |
update_intelligence_collection | mcp:write, Admin | Update a collection. |
delete_intelligence_collection | mcp:write, Admin, Destructive | Delete a collection. |
list_intelligence_items | mcp:read | List items in a collection. |
create_intelligence_item | mcp:write, Admin | Add a new prompt to a collection. |
update_intelligence_item | mcp:write, Admin | Update an item. |
delete_intelligence_item | mcp:write, Admin, Destructive | Delete an item. |
API Keys
| Tool | Scope | Description |
|---|---|---|
list_api_keys | mcp:read | List API keys (without tokens). |
create_api_key | mcp:write, Admin | Create a new API key. Token shown only once. |
delete_api_key | mcp:write, Admin, Destructive | Revoke an API key permanently. |
Super Agent
| Tool | Scope | Description |
|---|---|---|
send_super_agent_message | mcp:write, User-level | Send a message to the super agent (sync up to 15s, then async). |
list_super_agent_sessions | mcp:read, User-level | List your super agent sessions. |
get_super_agent_session_history | mcp:read, User-level | Get message history (used to poll for async responses). |
cancel_super_agent_processing | mcp:write, User-level | Cancel an in-progress super agent run. |
rename_super_agent_session | mcp:write, User-level | Rename a session. |
delete_super_agent_session | mcp:write, User-level, Destructive | Delete a session and its messages. |
Reports
| Tool | Scope | Description |
|---|---|---|
get_usage_report | mcp:read, Org-level | Per-user activity metrics for a date range (calls, coaching, AI usage). |