Read tools
get_scorecards
Scope:
mcp:read. No parameters.get_scorecard_details
Scope:
mcp:read.get_scorecards.
string
required
The UUID of the scorecard to retrieve.
Scorecard write tools
create_scorecard
Create a new scorecard. After creating, add scoring items withcreate_scorecard_item.
string
required
The scorecard title.
boolean
Apply to all teams. If
false, use team_ids.array
Team IDs this scorecard applies to. Required when
all_teams is false.string
Interaction type:
conversation (default), chat, or email.object
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.string
AI prompt used to evaluate calls against this scorecard.
string
Formatting instructions for how the AI should structure its evaluation feedback.
boolean
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.
string
required
The UUID of the scorecard to update.
string
New title.
boolean
Enable or disable the scorecard.
boolean
Apply to all teams.
array
Team IDs this scorecard applies to.
string
Interaction type:
conversation, chat, or email.object
Label-based filter conditions. Replaces all existing criteria.
string
AI prompt used to evaluate calls.
string
Evaluation instructions.
boolean
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).string
required
The UUID of the scorecard.
string
required
The scoring criterion title (e.g.
Effective Questioning, Need Discovery).integer
Relative weight of this item in the overall score. Default:
1.integer
Minimum score value. Default:
1. Must match the scale of existing items in this scorecard.integer
Middle score value for 3-point anchor scales (e.g.
3 on a 1–5 scale). Must be strictly between min and max.integer
Maximum score value. Default:
5.string
Description of what the minimum score means. Required unless the scorecard is in expert mode.
string
Description of what the middle score means.
string
Description of what the maximum score means. Required unless the scorecard is in expert mode.
string
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.
string
required
The UUID of the scorecard item.
string
New title.
integer
New weight.
integer
New minimum score value.
integer
New middle score value.
integer
New maximum score value.
string
New description for the minimum score.
string
New description for the middle score.
string
New description for the maximum score.
string
New custom AI prompt for this item.
delete_scorecard_item
Remove a scoring criterion from a scorecard.string
required
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.string
required
UUID of the scorecard item to move.
integer
required
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.string
required
UUID of the scorecard.
integer
Minimum score value.
integer
Middle score value for 3-point anchor scales.
integer
Maximum score value.