Tools - Other

This page documents the MCP tools grouped by domain that do not have their own dedicated page.

---

Leads (CRM)

list_leads

Lists CRM leads with optional pagination and filters.

Parameters:

Name	Type	Required	Description
page	number	No	Page number (default: 1)
limit	number	No	Items per page (default: 50, max: 100)
search	string	No	Search by name, email, phone, or company
source	string	No	Filter by lead source (e.g., linkedin, manual, api)
funnelId	string (UUID)	No	Filter by funnel
stageId	string (UUID)	No	Filter by funnel stage

Example:

{
  "search": "Juan",
  "source": "linkedin",
  "limit": 20
}

---

get_lead

Retrieves a lead by ID, including tags, funnel stages, and other relations.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	Lead ID

Example:

{
  "id": "lead-uuid-001"
}

---

create_lead

Creates a new lead in the CRM. The name is required.

Parameters:

Name	Type	Required	Description
name	string	Yes	Lead name
email	string	No	Email address
phone	string	No	Phone number
company	string	No	Company name
position	string	No	Job title/position
source	string	No	Source (e.g., linkedin, tiktok, instagram, manual, api, import)
notes	string	No	Additional notes

Example:

{
  "name": "Ana Garcia",
  "email": "[email protected]",
  "company": "Company SL",
  "source": "linkedin"
}

---

update_lead

Updates the fields of an existing lead. Only the provided fields are updated.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	Lead ID
name	string	No	Updated name
email	string	No	Updated email
phone	string	No	Updated phone
company	string	No	Updated company
position	string	No	Updated position
notes	string	No	Updated notes

Example:

{
  "id": "lead-uuid-001",
  "position": "CTO",
  "notes": "Interested in enterprise plan"
}

---

delete_lead

Permanently deletes a lead from the CRM by its ID.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	ID of the lead to delete

Example:

{
  "id": "lead-uuid-001"
}

---

move_lead_stage

Moves a lead to a different stage within a funnel.

Parameters:

Name	Type	Required	Description
leadId	string (UUID)	Yes	Lead ID
funnelId	string (UUID)	Yes	Target funnel ID
stageId	string (UUID)	Yes	Target stage ID

Example:

{
  "leadId": "lead-uuid-001",
  "funnelId": "funnel-uuid-001",
  "stageId": "stage-uuid-003"
}

Response:

{
  "success": true,
  "previousStageId": "stage-uuid-002",
  "currentStageId": "stage-uuid-003",
  "lead": { ... }
}

---

Documents

list_documents

Lists documents with optional pagination and filters.

Parameters:

Name	Type	Required	Description
page	number	No	Page number (default: 1)
limit	number	No	Items per page (default: 50, max: 100)
search	string	No	Search by title
categoryId	string (UUID)	No	Filter by category
projectId	string (UUID)	No	Filter by project

Example:

{
  "search": "changelog",
  "projectId": "550e8400-e29b-41d4-a716-446655440000"
}

---

list_document_categories

Lists all document categories with the document count per category.

Parameters:

This tool does not require parameters.

Example:

{}

Response:

[
  {
    "id": "cat-001",
    "name": "Changelogs",
    "documentCount": 12
  },
  {
    "id": "cat-002",
    "name": "Architecture",
    "documentCount": 5
  }
]

---

Tags

list_tags

Lists all CRM tags, including the count of leads associated with each tag.

Parameters:

This tool does not require parameters.

Example:

{}

Response:

[
  {
    "id": "tag-001",
    "name": "VIP",
    "color": "#ff5733",
    "leadCount": 8
  }
]

---

create_tag

Creates a new tag for organizing leads and work items. The name must be unique.

Parameters:

Name	Type	Required	Description
name	string	Yes	Tag name (unique)
color	string	No	Color in hex format (e.g., #ff5733)

Example:

{
  "name": "Enterprise",
  "color": "#3498db"
}

---

delete_tag

Permanently deletes a tag by ID. This removes the tag from all associated leads.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	ID of the tag to delete

Example:

{
  "id": "tag-001"
}

---

Funnels

list_funnels

Lists all sales funnels, including their stages.

Parameters:

This tool does not require parameters.

Example:

{}

---

get_funnel

Retrieves a funnel by ID, including all its stages and configuration.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	Funnel ID

Example:

{
  "id": "funnel-uuid-001"
}

---

Ideas (Idea Hub)

list_idea_items

Lists Idea Hub items (ideas and todos) with pagination and filters.

Parameters:

Name	Type	Required	Description
page	number	No	Page number (default: 1)
limit	number	No	Items per page (default: 50, max: 100)
type	string	No	Filter by type: idea, todo
status	string	No	Filter by status: active, archived, pending, done, blocked
ownerUserId	string	No	Filter by owner
projectId	string (UUID)	No	Filter by project
search	string	No	Search by title/description
dueDate	string	No	Filter by due date
discussed	boolean	No	Filter by discussion flag

Example:

{
  "type": "idea",
  "status": "active",
  "limit": 20
}

---

get_idea_item

Retrieves an Idea Hub item by ID, including traceability links.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	Idea item ID

Example:

{
  "id": "idea-uuid-001"
}

---

create_idea_item

Creates a new item in the Idea Hub.

Parameters:

Name	Type	Required	Description
title	string	Yes	Item title
type	string	Yes	Type: idea or todo
status	string	No	Initial status: active, archived, pending, done, blocked
projectId	string (UUID) or null	No	Associated project (falls back to session project)
description	string or null	No	Description
ownerUserId	string or null	No	Owner user ID
dueDate	string or null	No	Due date (ISO 8601)
metadata	object	No	Arbitrary metadata

Example:

{
  "title": "Integrate push notifications",
  "type": "idea",
  "description": "Send notifications when work items are completed"
}

---

update_idea_item

Updates an existing Idea Hub item. Only the provided fields are modified.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	Idea item ID
title	string	No	New title
type	string	No	New type: idea, todo
status	string	No	New status
projectId	string (UUID) or null	No	New project
description	string or null	No	New description
ownerUserId	string or null	No	New owner
dueDate	string or null	No	New due date
metadata	object	No	New metadata
discussed	boolean	No	Mark as discussed

Example:

{
  "id": "idea-uuid-001",
  "status": "done",
  "discussed": true
}

---

delete_idea_item

Deletes an Idea Hub item by ID.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	Idea item ID

Example:

{
  "id": "idea-uuid-001"
}

---

set_idea_item_status

Updates the status of an Idea Hub item.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	Idea item ID
status	string	Yes	New status: active, archived, pending, done, blocked

Example:

{
  "id": "idea-uuid-001",
  "status": "archived"
}

---

assign_idea_item_owner

Assigns or removes the owner of an Idea Hub item.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	Idea item ID
ownerUserId	string or null	Yes	Owner user ID (null to remove)

Example:

{
  "id": "idea-uuid-001",
  "ownerUserId": "user-uuid-001"
}

Discover user IDs

Use list_members to get the user IDs of your organization's members before assigning owners.

---

set_idea_item_due_date

Sets or removes the due date of an Idea Hub item.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	Idea item ID
dueDate	string or null	Yes	ISO 8601 due date (null to remove)

Example:

{
  "id": "idea-uuid-001",
  "dueDate": "2025-03-15"
}

---

toggle_idea_item_discussed

Toggles the "discussed" flag of an Idea Hub item.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	Idea item ID
discussed	boolean	Yes	true to mark as discussed, false to unmark

Example:

{
  "id": "idea-uuid-001",
  "discussed": true
}

---

promote_idea_item

Promotes an Idea Hub item to a work item and creates a traceability link between them.

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	ID of the idea item to promote
workItemType	string	Yes	Work item type: task, story, feature, epic
title	string	Yes	Title of the resulting work item
description	string	No	Work item description
priority	string	No	Priority: low, medium, high, urgent
boardId	string (UUID)	Yes	Target board
boardColumnId	string (UUID)	Yes	Initial column
projectId	string (UUID)	No	Project (falls back to the idea item's or session project)
parentId	string (UUID)	No	Parent work item
notes	string	No	Promotion notes
promotedBy	string	No	ID of the user performing the promotion

Example:

{
  "id": "idea-uuid-001",
  "workItemType": "task",
  "title": "Implement push notifications",
  "boardId": "b1234567-89ab-cdef-0123-456789abcdef",
  "boardColumnId": "col-001",
  "priority": "medium"
}

Response:

{
  "source": {
    "id": "idea-uuid-001",
    "type": "idea",
    "status": "active"
  },
  "workItem": {
    "id": "wi-new-001",
    "taskId": "A-T-55",
    "title": "Implement push notifications",
    "type": "task"
  },
  "link": {
    "id": "link-uuid-001",
    "ideaItemId": "idea-uuid-001",
    "workItemId": "wi-new-001",
    "linkType": "promoted_to",
    "createdAt": "2025-02-15T10:00:00.000Z"
  }
}

---

get_idea_item_traceability

Retrieves the traceability links of an Idea Hub item (promoted work items, linked feedback, etc.).

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	Idea item ID

Example:

{
  "id": "idea-uuid-001"
}

---

link_feedback_to_idea_item

Creates a traceability link between an Idea Hub item and a feedback item.

Parameters:

Name	Type	Required	Description
ideaItemId	string (UUID)	Yes	Idea item ID
feedbackItemId	string (UUID)	Yes	Feedback item ID
metadata	object	No	Link metadata

Example:

{
  "ideaItemId": "idea-uuid-001",
  "feedbackItemId": "feedback-uuid-001"
}

---

unlink_feedback_from_idea_item

Removes the traceability link between an idea item and a feedback item.

Parameters:

Name	Type	Required	Description
ideaItemId	string (UUID)	Yes	Idea item ID
feedbackItemId	string (UUID)	Yes	Feedback item ID

Example:

{
  "ideaItemId": "idea-uuid-001",
  "feedbackItemId": "feedback-uuid-001"
}

---

Dependencies

get_work_item_dependencies

Retrieves all dependencies and dependents of a work item.

• Dependencies = what blocks this item
• Dependents = what this item blocks

Parameters:

Name	Type	Required	Description
id	string (UUID)	Yes	Work item ID

Example:

{
  "id": "wi-001"
}

Response:

{
  "dependencies": [
    {
      "workItemId": "wi-001",
      "blockedByWorkItemId": "wi-000",
      "createdAt": "2025-02-01T10:00:00.000Z"
    }
  ],
  "dependents": [
    {
      "workItemId": "wi-002",
      "blockedByWorkItemId": "wi-001",
      "createdAt": "2025-02-01T10:00:00.000Z"
    }
  ]
}

---

add_work_item_dependency

Adds a dependency to a work item (marks it as blocked by another item). Circular dependencies are not allowed (an item cannot depend on itself).

Parameters:

Name	Type	Required	Description
workItemId	string (UUID)	Yes	ID of the blocked work item
blockedByWorkItemId	string (UUID)	Yes	ID of the blocking work item

Example:

{
  "workItemId": "wi-002",
  "blockedByWorkItemId": "wi-001"
}

---

remove_work_item_dependency

Removes a dependency from a work item.

Parameters:

Name	Type	Required	Description
workItemId	string (UUID)	Yes	Work item ID
blockedByWorkItemId	string (UUID)	Yes	ID of the blocking work item to remove

Example:

{
  "workItemId": "wi-002",
  "blockedByWorkItemId": "wi-001"
}

---

get_dependencies_batch

Retrieves dependencies and dependents for multiple work items in a single call.

Parameters:

Name	Type	Required	Description
workItemIds	string[] (UUID)	Yes	List of work item IDs

Example:

{
  "workItemIds": ["wi-001", "wi-002", "wi-003"]
}

Response:

{
  "items": [
    {
      "workItemId": "wi-001",
      "dependencies": [],
      "dependents": [{ "workItemId": "wi-002", "blockedByWorkItemId": "wi-001" }]
    },
    {
      "workItemId": "wi-002",
      "dependencies": [{ "workItemId": "wi-002", "blockedByWorkItemId": "wi-001" }],
      "dependents": []
    },
    {
      "workItemId": "wi-003",
      "dependencies": [],
      "dependents": []
    }
  ]
}

---

AI and sessions

record_ai_session

Records the token consumption and cost of an AI session associated with a work item. Use this tool when finishing work on a task to track AI resource usage.

Parameters:

Name	Type	Required	Description
workItemId	string (UUID)	Yes	Associated work item ID
model	string	Yes	AI model used (e.g., claude-opus-4-6, claude-sonnet-4-5-20250929)
provider	string	No	AI provider (default: openai)
inputTokens	number	Yes	Input tokens consumed
outputTokens	number	Yes	Output tokens consumed
totalTokens	number	Yes	Total tokens (input + output)
estimatedCost	number	No	Estimated cost in USD (calculated automatically if possible)
durationMs	number	No	Session duration in milliseconds
sessionType	string	No	Session type (default: implement)
metadata	object	No	Additional metadata (e.g., { taskId: "A-T-48", skill: "implement" })

Example:

{
  "workItemId": "wi-001",
  "model": "claude-opus-4-6",
  "provider": "anthropic",
  "inputTokens": 50000,
  "outputTokens": 15000,
  "totalTokens": 65000,
  "durationMs": 180000,
  "sessionType": "implement"
}

---

get_ai_sessions

Retrieves the AI session history for a work item, with an optional aggregated summary of total tokens, cost, and duration.

Parameters:

Name	Type	Required	Description
workItemId	string (UUID)	Yes	Work item ID
includeSummary	boolean	No	Include aggregated summary (default: true)

Example:

{
  "workItemId": "wi-001",
  "includeSummary": true
}

Response:

{
  "workItemId": "wi-001",
  "taskId": "A-T-37",
  "title": "Implement login",
  "sessions": [
    {
      "id": "session-001",
      "model": "claude-opus-4-6",
      "provider": "anthropic",
      "inputTokens": 50000,
      "outputTokens": 15000,
      "totalTokens": 65000,
      "estimatedCost": "0.0975",
      "sessionType": "implement",
      "createdAt": "2025-02-15T10:00:00.000Z"
    }
  ],
  "summary": {
    "totalSessions": 1,
    "totalTokens": 65000,
    "totalCost": "0.0975"
  }
}

---

check_quota

Checks whether an AI provider has available quota (tokens, cost, requests). Returns whether usage is allowed and the remaining capacity.

Parameters:

Name	Type	Required	Description
provider	string	Yes	AI provider (e.g., anthropic, openai)

Example:

{
  "provider": "anthropic"
}

---

get_quota_usage

Retrieves the current quota usage for an AI provider. Returns usage data per active period (daily, weekly, monthly) including tokens, cost, and requests.

Parameters:

Name	Type	Required	Description
provider	string	No	AI provider. If omitted, returns usage for all providers

Example:

{
  "provider": "anthropic"
}

---

Members

list_members

Lists all members of the current workspace. Returns userId, name, email, image, and role for each member.

Parameters:

This tool does not require parameters.

Example:

{}

Response:

[
  {
    "userId": "user-001",
    "name": "Javier Lopez",
    "email": "[email protected]",
    "image": "https://...",
    "role": "owner"
  },
  {
    "userId": "user-002",
    "name": "Ana Garcia",
    "email": "[email protected]",
    "image": null,
    "role": "member"
  }
]

Discover user IDs

Use this tool to get user IDs before assigning work items or idea items to specific people.

---

Milestones

list_milestones

Lists all milestones for a project, including progress statistics. Uses the MCP session projectId if none is provided.

Parameters:

Name	Type	Required	Description
projectId	string (UUID)	No	Project ID (falls back to session project)

Example:

{
  "projectId": "550e8400-e29b-41d4-a716-446655440000"
}

---

get_milestone

Retrieves a milestone by ID, including its linked work items and progress statistics.

Parameters:

Name	Type	Required	Description
milestoneId	string (UUID)	Yes	Milestone ID

Example:

{
  "milestoneId": "ms-uuid-001"
}

---

get_milestone_progress

Retrieves progress statistics for a milestone (total items, completed items, percentage).

Parameters:

Name	Type	Required	Description
milestoneId	string (UUID)	Yes	Milestone ID

Example:

{
  "milestoneId": "ms-uuid-001"
}

---

create_milestone

Creates a new milestone in a project. Optionally links work items upon creation. Uses the session projectId if none is provided.

Parameters:

Name	Type	Required	Description
projectId	string (UUID)	No	Project ID (falls back to session project)
title	string	Yes	Milestone title
description	string	No	Description
priority	string	No	Priority: low, medium, high, urgent (default: medium)
targetDate	string	No	Target date (ISO 8601, e.g., 2026-03-15)
workItemIds	string[] (UUID)	No	Work items to link upon creation

Example:

{
  "title": "Authentication MVP",
  "description": "Google login + email/password working",
  "priority": "high",
  "targetDate": "2025-03-31",
  "workItemIds": ["wi-001", "wi-002", "wi-003"]
}

Response:

{
  "id": "ms-uuid-001",
  "title": "Authentication MVP",
  "description": "Google login + email/password working",
  "status": "planned",
  "priority": "high",
  "targetDate": "2025-03-31T00:00:00.000Z",
  "linkedWorkItems": 3,
  "createdAt": "2025-02-15T10:00:00.000Z"
}

---

update_milestone

Updates an existing milestone. Only the provided fields are modified.

Parameters:

Name	Type	Required	Description
milestoneId	string (UUID)	Yes	Milestone ID
title	string	No	New title
description	string or null	No	New description (null to clear)
status	string	No	New status: planned, in_progress, completed, on_hold, cancelled
priority	string	No	New priority: low, medium, high, urgent
targetDate	string or null	No	New target date (null to clear)

Example:

{
  "milestoneId": "ms-uuid-001",
  "status": "in_progress"
}

---

delete_milestone

Deletes a milestone by ID. Also removes all associations with work items.

Parameters:

Name	Type	Required	Description
milestoneId	string (UUID)	Yes	Milestone ID

Example:

{
  "milestoneId": "ms-uuid-001"
}

---

add_work_items_to_milestone

Links one or more work items to a milestone. Duplicates are silently ignored.

Parameters:

Name	Type	Required	Description
milestoneId	string (UUID)	Yes	Milestone ID
workItemIds	string[] (UUID)	Yes	List of work item IDs (minimum 1)

Example:

{
  "milestoneId": "ms-uuid-001",
  "workItemIds": ["wi-004", "wi-005"]
}

Response:

{
  "milestoneId": "ms-uuid-001",
  "linkedCount": 2
}

---

remove_work_item_from_milestone

Unlinks a work item from a milestone.

Parameters:

Name	Type	Required	Description
milestoneId	string (UUID)	Yes	Milestone ID
workItemId	string (UUID)	Yes	ID of the work item to unlink

Example:

{
  "milestoneId": "ms-uuid-001",
  "workItemId": "wi-004"
}

Response:

{
  "removed": true,
  "milestoneId": "ms-uuid-001",
  "workItemId": "wi-004"
}