Read tools
get_scorecards
Scope:
mcp:read. No parameters.get_scorecard_details
Scope:
mcp:read.get_scorecards.
The UUID of the scorecard to retrieve.
Scorecard write tools
create_scorecard
Create a new scorecard. After creating, add scoring items withcreate_scorecard_item.
The scorecard title.
Apply to all teams. If
false, use team_ids.Team IDs this scorecard applies to. Required when
all_teams is false.Interaction type:
conversation (default), chat, or email.Label-based filter that determines which calls this scorecard applies to:
operator:AND(all must match) orOR(any must match).conditions: array of{ "field": "Call Type", "value": "Discovery" }.
list_labels to see available label categories and options.AI prompt used to evaluate calls against this scorecard.
Formatting instructions for how the AI should structure its evaluation feedback.
Enable expert mode for per-item custom prompts.
update_scorecard
Update an existing scorecard’s settings, criteria filters, or AI prompt. Useget_scorecard_details to see current values. Item-level changes (add/edit/delete/reorder) live in their own tools below.
The UUID of the scorecard to update.
New title.
Enable or disable the scorecard.
Apply to all teams.
Team IDs this scorecard applies to.
Interaction type:
conversation, chat, or email.Label-based filter conditions. Replaces all existing criteria.
AI prompt used to evaluate calls.
Evaluation instructions.
Enable expert mode.
Scorecard item tools
Scorecard items are the individual scoring criteria within a scorecard.create_scorecard_item
Add a scoring criterion to a scorecard. Each item defines what the AI evaluates on a numeric scale (e.g. 1–5).The UUID of the scorecard.
The scoring criterion title (e.g.
Effective Questioning, Need Discovery).Relative weight of this item in the overall score. Default:
1.Minimum score value. Default:
1. Must match the scale of existing items in this scorecard.Middle score value for 3-point anchor scales (e.g.
3 on a 1–5 scale). Must be strictly between min and max.Maximum score value. Default:
5.Description of what the minimum score means. Required unless the scorecard is in expert mode.
Description of what the middle score means.
Description of what the maximum score means. Required unless the scorecard is in expert mode.
Custom AI prompt for this item. Only used when the scorecard’s
expert_mode is enabled.update_scorecard_item
Update a scoring criterion. Useget_scorecard_details to find item IDs.
The UUID of the scorecard item.
New title.
New weight.
New minimum score value.
New middle score value.
New maximum score value.
New description for the minimum score.
New description for the middle score.
New description for the maximum score.
New custom AI prompt for this item.
delete_scorecard_item
Remove a scoring criterion from a scorecard.The UUID of the scorecard item to delete.
update_scorecard_item_order
Move a scorecard item to a new position within its scorecard. Items are reordered to accommodate the change.UUID of the scorecard item to move.
New position (0-based index).
update_scorecard_ranges
Set the score ranges (min, middle, max) for all items in a scorecard at once. Useful when migrating an existing scorecard from one scale to another.UUID of the scorecard.
Minimum score value.
Middle score value for 3-point anchor scales.
Maximum score value.