Organized by what they let you do. Each row shows the MCP annotations the tool advertises. For more on annotations, see Tool Annotations.
All are readOnlyHint: true, destructiveHint: false, idempotentHint: true. Safe to auto-approve in most client policies.
| Tool | Purpose |
|---|---|
current_user | Get the authenticated user's identity |
account_search | Find accounts by name, owner, or filters |
account_get_by_id | Fetch a single account's full record |
account_search_by_external_id | Find an account by ID from an external system (e.g., your CRM) |
account_answer_question | Ask a natural-language question about an account |
prospect_search | Find prospects by name, account, owner, or filters |
prospect_get_by_id | Fetch a single prospect's full record |
prospect_search_by_external_id | Find a prospect by external ID |
opportunity_search | Find opportunities by stage, status, account, or filters |
opportunity_get_by_id | Fetch a single opportunity's full record |
opportunity_search_by_external_id | Find an opportunity by external ID |
opportunity_answer_question | Ask a natural-language question about an opportunity |
opportunity_stage_fetch | List configured opportunity stages |
user_get_by_id | Fetch a single user's full record |
user_search | Find users by name or email |
sequence_search | Find sequences by name, state, or filters |
sequence_state_search | Find prospect-sequence enrollments |
stage_fetch | List configured prospect stages |
kaia_meeting_search | Search recorded meetings (Kaia transcripts) |
calendar_events_fetch | List calendar events |
emails_search | Find emails by account or opportunity |
Each write tool's annotations are listed individually because risk varies.
| Tool | Annotations | Purpose |
|---|---|---|
account_create | readOnlyHint: false, destructiveHint: false, idempotentHint: false | Create a new account |
account_delete | readOnlyHint: false, destructiveHint: true, idempotentHint: true | Delete an account |
prospect_create | readOnlyHint: false, destructiveHint: false, idempotentHint: false | Create a new prospect |
prospect_delete | readOnlyHint: false, destructiveHint: true, idempotentHint: true | Delete a prospect |
opportunity_create | readOnlyHint: false, destructiveHint: false, idempotentHint: false | Create a new opportunity |
opportunity_delete | readOnlyHint: false, destructiveHint: true, idempotentHint: true | Delete an opportunity |
sequence_add_prospects | readOnlyHint: false, destructiveHint: false, idempotentHint: true | Enroll prospects in a sequence |
sequence_states_destroy | readOnlyHint: false, destructiveHint: true, idempotentHint: true | Remove prospects from a sequence |
Most MCP clients prompt for confirmation when calling tools with destructiveHint: true. Build your agent flows to expect this UX.
| Tool | Annotations | Purpose |
|---|---|---|
input_fields_fetch | readOnlyHint: true, idempotentHint: true | Discover required/optional fields for create operations |
filter_fields_fetch | readOnlyHint: true, idempotentHint: true | Discover filterable fields for a resource type |
prepare_for_meeting | readOnlyHint: true, idempotentHint: false | Get AI-generated meeting briefing for an account (non-idempotent because LLM output varies) |
| You want to... | Use these tools |
|---|---|
| Find data | *_search, *_get_by_id |
| Discover schema | input_fields_fetch, filter_fields_fetch |
| Create records | account_create, prospect_create, opportunity_create |
| Enroll prospects | sequence_search + sequence_add_prospects |
| Remove from sequence | sequence_state_search + sequence_states_destroy |
| Delete records | *_delete |
| Ask AI questions | account_answer_question, opportunity_answer_question, prepare_for_meeting |
| Cross-system lookup | *_search_by_external_id |
| Meeting context | kaia_meeting_search, calendar_events_fetch, prepare_for_meeting |