Read tools
list_reps
Scope:
mcp:read.Filter by user email address.
Filter by user ID.
Filter by team ID.
Include soft-deleted (deactivated) users.
list_roles
Scope:
mcp:read. No parameters.admin, manager, or sales_rep). Use this before assigning roles via manage_user_role or update_user.
Returns: Markdown list of roles with name, type, and UUID.
list_invitations
Scope:
mcp:read.Page number. Default:
1.Page size. Default:
20. Maximum: 50.Filter invitations by email address (exact match).
Filter invitations by team ID.
User write tools
update_user
Update a user’s profile, role, or seat type. Omitted fields preserve current values (read-before-write merge).The UUID of the user to update.
New first name.
New last name.
UUID of the role to assign. Use
list_roles to find role IDs.Seat type:
recording (can record calls) or listener (view-only).Custom name for the user’s recording bot.
Whether deal/pipeline features are enabled for this user.
update_user_teams
Add or remove a user from teams in a single operation. Can also set the user’s primary team. At least one ofteams_to_add or team_ids_to_remove is required.
The UUID of the user.
Teams to add the user to. Each entry:
{ "team_id": "...", "primary": false }. Only one team can be primary.Team UUIDs to remove the user from.
Role and lifecycle tools
manage_user_role
Assign or remove a role for a user. Uselist_roles to find available role IDs.
Action to perform:
set to assign, remove to remove.UUID of the user.
UUID of the role.
delete_user
Soft-delete (deactivate) a user. The user loses access immediately but can be reactivated later. Their team memberships are preserved.UUID of the user to deactivate.
reactivate_user
Reactivate a previously deactivated user. Restores their access and team memberships.UUID of the user to reactivate.
Invitation tools
invite_user
Invite a user to your organization by email. The recipient receives an email invitation to join the specified team with the given role.Email address of the user to invite.
Role UUID to assign. Use
list_roles to get available role IDs.Team UUID to add the user to. Use
list_teams to get available team IDs.Seat type:
listener (view-only) or recording (can record calls).update_invitation
Update a pending invitation’s seat type. Only pending (not yet accepted) invitations can be updated.UUID of the invitation to update.
New seat type:
listener or recording.delete_invitation
Delete a pending invitation. Only pending (not yet accepted) invitations can be deleted.UUID of the invitation to delete.