tools/list.
Read tools
search_leads matches saved lead names, companies, emails and job titles. Read-list tools have result limits and do not expose REST-style offset pagination. get_agent_stats summarizes up to 1,000 activity rows in the requested look-back window; it is not an unlimited historical export.
For lead tools, status/pipeline_stage values are: new, contacted, no_response, replied, bounced, meeting_booked, qualified, not_interested, won, lost.
Create and update leads
create_lead
Required: nonempty company_name.
Optional: contact_name, valid contact_email, job_title, company_website, industry, linkedin_url, notes, pipeline_stage, source.
Creates a saved lead. Defaults: source is mcp, lead_status is active, and pipeline_stage is new. Returns lead. It does not send outreach or enrich the lead.
update_lead
Required: id (UUID).
Optional: company_name, contact_name, valid contact_email, job_title, company_website, industry, linkedin_url, notes, pipeline_stage.
Updates the specified saved lead. Returns lead.
Sequence enrollment and replies
enroll_lead_in_sequence
Required: lead_id and sequence_id (UUIDs).
Creates an active enrollment at step zero with the next action due immediately. The outreach worker processes the first sequence step. Returns enrollment. Treat this as an outbound action, not a read-only operation.
send_reply
Required: reply_thread_id (UUID), nonempty plain-text body.
Optional: subject; when omitted, it uses a reply subject based on the original thread.
Queues an outbound reply linked to the original lead/thread. Returns queued_email. Delivery happens later through the connected mailbox; inspect the inbox/sent state rather than treating a queue response as delivered.
Deals and ICP profiles
update_deal
Required: id (UUID).
Optional: title, company_name, contact_name, value (number), stage, probability (integer 0–100), expected_close_date (YYYY-MM-DD), notes.
Returns deal.
update_icp_profile
Required: id (UUID).
Optional string fields: name, revenue_range, value_proposition, disqualifiers, notes.
Optional string arrays: industries, target_titles, departments, seniority_levels, geographies, tech_stack, buying_signals, intent_keywords, pain_points.
Optional integer fields: company_size_min, company_size_max.
Returns icp_profile.
AI SDR configuration
update_agent_config
Select an agent with optional agent_id (UUID) or agent_name_match; without either, the tool targets the primary agent. It can create a configuration when no matching configuration exists.
Optional fields:
enabled(boolean),agent_name,persona,tone,company_context,signature,calendly_url.role:full_cycle,lead_gen,outreachorreplies.can_reply_interested,can_handle_objections,can_book_meetings(booleans).max_daily_auto_replies(integer 0–500).reply_delay_minutes(integer 0–1440).
agent_config. Accepted input ranges do not override your plan’s feature or sending restrictions. Enabling an agent can affect future automated outreach; review settings before making the call.
Results and failures
Tools return text content and, on successful structured responses, the result keys listed above. A tool failure can setisError: true even when the MCP transport itself succeeds. Inspect the tool result before assuming a write completed.