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Intelligence in Attention refers to AI-extracted CRM fields — Champion, Next Steps, Competitor, Budget, etc. The data model has two levels:
  1. Collections group related prompts and apply them to calls matching a label-based criteria filter.
  2. Items are the individual prompts inside a collection, each describing one field to extract from a call.
Use list_intelligence_collections to see what’s configured, then drill into one with list_intelligence_items. All write tools require admin access.

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Collection tools

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list_intelligence_collections

Scope: mcp:read. No parameters.
List all CRM prompt collections in your organization. Each collection defines which CRM prompts apply to calls matching its label-based criteria. Returns: Markdown list of collections with name, ID, team scope, and criteria operators / conditions.

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create_intelligence_collection

Scope: mcp:write. Requires admin role.
Create a new CRM prompt collection. Collections group CRM extraction prompts and apply them to calls matching label-based criteria.
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string
required
Name of the collection (must be unique within the org).
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boolean
Apply to all teams.
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array
Team IDs this collection applies to. Ignored if all_teams is true.
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object
Label-based filter: calls matching these criteria use this collection’s CRM prompts.
  • operator: AND or OR.
  • conditions: array of { "field": "Call Type", "value": "Discovery" }.

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update_intelligence_collection

Scope: mcp:write. Requires admin role.
Update a collection’s name, team assignments, or criteria filters. Omitted fields preserve their current values.
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string
required
The UUID of the collection to update.
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string
New name.
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boolean
Apply to all teams.
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array
Team IDs this collection applies to.
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object
New label-based filter conditions. Replaces existing criteria.

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delete_intelligence_collection

Scope: mcp:write. Requires admin role. Destructive.
Delete a collection. This is permanent.
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string
required
The UUID of the collection to delete.

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Item tools

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list_intelligence_items

Scope: mcp:read.
List all CRM prompts/fields in an intelligence collection. Shows titles, prompts, response types, and options.
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string
required
UUID of the intelligence collection.
Returns: Markdown list of intelligence items with title, ID, category, description, prompt (truncated to 200 chars), response type, options, and analysis level.

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create_intelligence_item

Scope: mcp:write. Requires admin role.
Add a CRM prompt/field to a collection. Each item defines an AI extraction prompt that runs on calls matching the collection’s criteria.
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string
required
UUID of the intelligence collection.
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string
required
Field title (e.g. Champion, Next Steps, Competitor).
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string
required
The AI prompt that defines what to extract from calls.
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string
Item category. Default: CRM.
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string
Content type. Default: text.
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string
Prompt type. Default: base.
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string
Response type: list for multi-select. Omit for free-text responses.
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array
For list response type: available options (e.g. ["Salesforce", "HubSpot"]).
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string
Description of this field.
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boolean
Allow longer AI responses.
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boolean
Include direct quotes from the call.
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integer
Maximum number of values for list responses.
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string
Analysis scope: conversation (per-call, default) or deal (across all calls in a deal).
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integer
Position in the UI list. Lower numbers appear first.

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update_intelligence_item

Scope: mcp:write. Requires admin role.
Update a CRM prompt/field’s title, prompt, response type, or options. Omitted fields preserve current values.
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string
required
UUID of the intelligence item assignment.
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string
Updated title.
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string
Updated AI prompt.
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string
Content type.
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string
Prompt type.
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string
Response type: list for multi-select.
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array
Available options for list responses.
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string
Description.
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boolean
Allow longer AI responses.
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boolean
Include direct quotes.
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integer
Max values for list responses.
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string
Analysis scope: conversation or deal.
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integer
Position in the UI list.

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delete_intelligence_item

Scope: mcp:write. Requires admin role. Destructive.
Delete a CRM prompt/field from its collection. This is permanent.
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string
required
UUID of the intelligence item to delete.