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MCP tools

The MCP server exposes tools grouped by product area. The list below is the reading reference; the authoritative list is the one the server returns to your client (tools/list) — it varies according to your profile and the features enabled in the company.

A tool outside your profile simply doesn't appear: there is no call that bypasses the permission.

Conversations​

ToolWhat it does
list_open_conversationsConversations awaiting response / open, with filters by tag, unread, and date
list_archived_conversationsArchived conversations
list_finished_conversationsFinished conversations
search_inboxSearch across conversations, contacts, and messages
get_conversation_detailsConversation data: channel, queue, agent, tags, state
get_conversation_historyMessage history of the conversation
take_conversationTakes the conversation for the user
transfer_conversationTransfers to another queue or agent, with a note
finish_conversationFinishes the service; ad conversations require classification
reopen_conversationReopens a finished conversation
update_conversationMarks read/unread, archives, mutes, pins
update_conversation_tagsApplies and removes tags
list_transfer_targetsQueues and agents to transfer to
recalculate_cx_scoreRecalculates the CX Score of a finished conversation

Messages and media​

ToolWhat it does
send_messageSends text in the conversation
send_templateSends an approved template (with variables)
send_mediaSends media (base64, up to 2 MB)
get_message_mediaRetrieves the media of a message
list_conversation_mediaLists the conversation's media
update_messageEdits the content of a message
react_to_messageReacts to a message
cancel_scheduled_messageCancels a scheduled template
list_starred_messagesMessages marked with a star
list_templatesApproved templates of the conversation's channel
start_conversationStarts a new conversation (channel + identifier)

Contacts and notes​

ToolWhat it does
search_contactsSearches contacts
get_contactContact record
create_contact / update_contact / delete_contactContact CRUD
import_contactsImports contacts in bulk from CSV
find_contact_matchesLooks for duplicate contacts before creating
list_contact_owners / transfer_contact_ownerOwners and owner transfer
convert_conversation_to_contactConverts the conversation into a CRM contact
unlink_conversation_contactUnlinks the conversation from the contact
rename_conversation_contactRenames the contact from the conversation
add_contact_note / list_contact_notesInternal notes about the contact

CRM (accounts and opportunities)​

ToolWhat it does
search_accounts, get_account, create_account, update_account, delete_accountAccount CRUD
list_account_owners, transfer_account_ownerOwners and transfer
search_opportunities, get_opportunity, create_opportunity, update_opportunity, delete_opportunityOpportunity CRUD
transfer_opportunity_ownerOwner transfer
list_opportunity_stages, create_opportunity_stage, update_opportunity_stage, delete_opportunity_stage, reorder_opportunity_stagesFunnel cycle and stages

Campaigns​

ToolWhat it does
list_campaigns / get_campaignList and detail
create_campaign / update_campaign / update_campaign_detailsAssembly and editing
delete_campaignDeletes (respecting the state)
dispatch_campaignDispatches a draft
cancel_campaignCancels a scheduled campaign
mark_campaign_winnerMarks the winning A/B variant
get_campaign_dashboardCampaign metrics
list_campaign_channels / list_campaign_templatesAvailable channels and templates
list_campaign_audience_reports / preview_campaign_audience_reportReports eligible as audience
upload_campaign_audience_csvUploads the audience by CSV

Reports and views​

ToolWhat it does
list_reports, run_reportLists and runs reports
describe_report_typeAvailable types and fields
create_report, update_report, delete_reportReport CRUD
get_report_config, save_report_configReading and writing the configuration (columns, groups, filters)
get_report_shares, share_reportSharing
describe_view_fieldsValid fields, operators, and columns per screen
list_views, create_view, update_view, delete_viewViews
run_viewRuns a view

Settings and platform​

ToolWhat it does
whoamiUser, company, role, and enabled features
list_users, create_user, list_rolesUsers and roles
create_role, update_roleAccess roles
list_channelsConnected channels
list_custom_fields, create_custom_field, update_custom_field, delete_custom_fieldCustom fields
list_agent_workspaces, update_agent_workspaceAI agents per channel
get_company_features, update_company_featuresCompany features
get_entity_labels, update_entity_labelsEntity names

Errors and what to do​

Rejections come with a fix hint in text, in addition to the code. Some examples:

CodeHint
session_assigned_to_otherThe conversation belongs to someone else — call take_conversation first
session_expired_template_required24-hour window closed — use list_templates and send_template
session_closedFinished conversation — use reopen_conversation
unknown_tagThe tag doesn't exist — check with the tag listing
too_many_rowsSplit into batches of up to 5,000 contacts
validation_errorThe fields with problems come in the error detail

The code catalog is the same one used by the internal API — the assistant receives the instruction, not just the failure.