Read tools
list_reps
Scope:
mcp:read.string
Filter by user email address.
string
Filter by user ID.
string
Filter by team ID.
boolean
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.integer
Page number. Default:
1.integer
Page size. Default:
20. Maximum: 50.string
Filter invitations by email address (exact match).
string
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).string
required
The UUID of the user to update.
string
New first name.
string
New last name.
string
UUID of the role to assign. Use
list_roles to find role IDs.string
Seat type:
recording (can record calls) or listener (view-only).string
Custom name for the user’s recording bot.
boolean
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.
string
required
The UUID of the user.
array
Teams to add the user to. Each entry:
{ "team_id": "...", "primary": false }. Only one team can be primary.array
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.
string
required
Action to perform:
set to assign, remove to remove.string
required
UUID of the user.
string
required
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.string
required
UUID of the user to deactivate.
reactivate_user
Reactivate a previously deactivated user. Restores their access and team memberships.string
required
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.string
required
Email address of the user to invite.
string
required
Role UUID to assign. Use
list_roles to get available role IDs.string
required
Team UUID to add the user to. Use
list_teams to get available team IDs.string
required
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.string
required
UUID of the invitation to update.
string
required
New seat type:
listener or recording.delete_invitation
Delete a pending invitation. Only pending (not yet accepted) invitations can be deleted.string
required
UUID of the invitation to delete.