MCP Tools

All tool names use snake_case. Optional fields can be omitted entirely.

Rooms

list_rooms

Returns a paginated list of rooms with engagement metrics.

Field	Type	Description
`page`	number	Page number (default: 1)
`limit`	number	Results per page (default: 10)
`sortBy`	string	`createdAt` · `updatedAt` · `totalEngagements` · `lastEngagedAt`
`sortDirection`	string	`ASC` or `DESC` (default: `DESC`)

Response includes: id, title, userId, companyId, totalEngagements, lastEngagedAt, totalViews, totalUniqueViews, engagements breakdown, and design fields.

create_room

Creates a new room. Resolve the company and owner first — call list_companies and list_users before this tool.

Field	Type	Description
`title`	string	Room display title
`description`	string	Optional description
`templateId`	string	Create from a template
`duplicateFromId`	string	Duplicate an existing room
`companyId`	string	Associated company ID
`userId`	string	Room owner user ID
`statusId`	string	Initial status
`labelId`	string	Label to apply
`email`	string	Primary contact email
`hsDealId`	string	HubSpot deal ID
`sfOpportunityId`	string	Salesforce opportunity ID
`attioDealId`	string	Attio deal ID
`coverTitle`	string	Cover page title
`coverDescription`	string	Cover page description
`coverDisabled`	boolean	Hide the cover page
`themeColor`	string	Background color (hex, e.g. `#FF5500`)
`navColor`	string	Nav bar color (hex, `"flow-org-color"`, or `"target-company-color"`)

get_room_contents

Returns the full structure of a room: sections, pages, groups, blocks (with extracted text content), and action items inside each action-plan block. Use this before suggesting edits or next best actions.

Field	Type	Required	Description
`id`	string	✓	Room ID

get_room_analytics

Returns engagement data for a room: progress, assignees, and section/step viewership.

Field	Type	Required	Description
`id`	string	✓	Room ID

update_room

Updates room properties. All fields optional.

Field	Type	Required	Description
`id`	string	✓	Room to update
`title`	string		New title
`description`	string		New description
`statusId`	string		New status
`userId`	string		New owner
`companyId`	string		New associated company
`hsDealId`	string		HubSpot deal ID
`sfOpportunityId`	string		Salesforce opportunity ID
`attioDealId`	string		Attio deal ID
`coverTitle`	string		Cover page title
`coverDescription`	string		Cover page description
`coverDisabled`	boolean		Hide the cover page
`themeColor`	string		Background color (hex)
`navColor`	string		Nav bar color

Sections

list_sections

Field	Type	Required	Description
`roomId`	string	✓	Room to list sections from

create_sections

Field	Type	Required	Description
`roomId`	string	✓	Room to add sections to
`sections`	array	✓	Array of `{ title, access? }` objects

access options: visible (default) · restricted · locked · hidden

update_section

Field	Type	Required	Description
`id`	string	✓	Section to update
`title`	string		New title
`access`	string		New access level

delete_section

Permanently deletes the section and all its pages, groups, and blocks.

Field	Type	Required	Description
`id`	string	✓	Section to delete

Pages

list_pages

Field	Type	Required	Description
`sectionId`	string	✓	Section to list pages from

create_pages

Field	Type	Required	Description
`sectionId`	string	✓	Section to add pages to
`pages`	array	✓	Array of `{ title, access? }` objects

update_page

Field	Type	Required	Description
`id`	string	✓	Page to update
`title`	string		New title
`access`	string		New access level

delete_page

Field	Type	Required	Description
`id`	string	✓	Page to delete

Groups

list_groups

Field	Type	Required	Description
`pageId`	string	✓	Page to list groups from

create_groups

Field	Type	Required	Description
`pageId`	string	✓	Page to add groups to
`groups`	array	✓	Array of `{ title? }` objects

update_group

Field	Type	Required	Description
`id`	string	✓	Group to update
`pageId`	string	✓	Page the group belongs to
`title`	string		New title

delete_group

Deletes the group and all its blocks.

Field	Type	Required	Description
`id`	string	✓	Group to delete
`pageId`	string	✓	Page the group belongs to

Blocks

list_blocks

Field	Type	Required	Description
`pageId`	string	✓	Page containing the group
`groupId`	string		Filter by group

create_blocks

Adds blocks to a group. Each element of columns is a vertical stack; multiple elements appear side by side.

Field	Type	Required	Description
`pageId`	string	✓	Page the group belongs to
`groupId`	string		Group to add blocks to
`columns`	array	✓	Array of `{ blocks: [{ type, content?, url? }] }`

Block types: text · image · embed · link · pdf · action-plan

text: content field accepts Markdown (headings, bold, lists, tables, etc.)
image / pdf: provide any public url — the file is fetched and stored automatically
embed / link: provide url
action-plan: no extra fields needed; use create_action_items to add tasks

Single column

{
  "pageId": "<page_id>",
  "columns": [{ "blocks": [{ "type": "text", "content": "## Hello\n\nWelcome!" }] }]
}

Two side-by-side columns

{
  "pageId": "<page_id>",
  "columns": [
    { "blocks": [{ "type": "text", "content": "Left" }] },
    { "blocks": [{ "type": "image", "url": "https://example.com/img.png" }] }
  ]
}

update_block

Field	Type	Required	Description
`id`	string	✓	Block to update
`pageId`	string	✓	Page the block belongs to
`content`	string		New text (for `text` blocks; accepts Markdown)
`url`	string		New URL (for `image`, `embed`, `link`, `pdf` blocks)

delete_block

Field	Type	Required	Description
`id`	string	✓	Block to delete
`pageId`	string	✓	Page the block belongs to

Assets

The organization’s asset library. To add a library asset to a room, pass its id as assetId in create_blocks — do not use libraryLink for that.

get_assets

Searches and lists assets in the library. Provide llmQuery for natural-language semantic search (returns only high-relevance matches), or keyword to match asset titles by name. Omit both to list assets filtered by type, tag, creator, folder, and date range, newest first.

Field	Type	Description
`llmQuery`	string	Semantic search query — ranked by relevance
`keyword`	string	Match against asset titles (ignored when `llmQuery` is set)
`types`	string[]	Asset type names, e.g. `pdf` · `video` · `googleSlides` · `loom` · `notion` · `document` · `checklist` (mutual action plan) — see the library’s type filter for the full list
`tags`	string[]	Tag names (case-insensitive)
`createdByIds`	string[]	Creator user IDs — resolve with `list_users` first
`folderId`	string	Scope to one folder (direct children only) — resolve with `list_asset_folders` first
`createdAfter` / `createdBefore`	string	ISO 8601
`updatedAfter` / `updatedBefore`	string	ISO 8601
`page`	number	Page number (default: 1)
`limit`	number	Results per page (default: 5, max: 20)

list_asset_folders

Lists the library’s folders with their IDs, so a folder name can be resolved to an ID before calling get_assets with folderId.

Field	Type	Required	Description
`keyword`	string		Filter by folder title — omit to list all

If more than one folder shares the target name, ask the user which one to use.

Returns a shareable public link for a library asset, creating the share if one doesn’t exist yet.

Field	Type	Required	Description
`assetId`	string	✓	Asset to share

Response includes: id (share id), shareLink (viewer-facing URL).

get_asset_intelligence

Returns one intelligence artifact for a single library asset. Exactly one of includeIntelligenceGraph or includeParse must be set.

Field	Type	Required	Description
`assetId`	string	✓	Asset ID
`includeIntelligenceGraph`	boolean		Structured projection: overview, personas, features, integrations, competitors, sales stages — each with evidence
`includeParse`	boolean		Parsed content: full extracted text plus per-page/section breakdown

Either may return null if that artifact hasn’t been generated yet for this asset.

Action items

list_action_items

Returns action items scoped to a room, page, or block. Paginated (default 100 per page, max 1000). If blockId is set, pageId is required.

Field	Type	Description
`roomId`	string	All items in the room
`pageId`	string	All items on the page
`blockId`	string	Items in a specific block (requires `pageId`)
`page`	number	Page number (default: 1)
`limit`	number	Results per page (default: 100, max: 1000)

Response: items (each includes blockId), totalRecords, totalPages.

create_action_items

Field	Type	Required	Description
`pageId`	string	✓	Page containing the block
`blockId`	string	✓	Action-plan block to add items to
`items`	array	✓	Array of action item objects

Item fields: title (required), description, status, dueDate, startDate, internal, assignees (email array)

update_action_item

All fields optional. assignees replaces the full list.

Field	Type	Required	Description
`id`	string	✓	Action item to update
`title`	string
`description`	string
`status`	string		`todo` · `in_progress` · `done` · `cancelled`
`dueDate`	string		ISO 8601
`startDate`	string		ISO 8601
`internal`	boolean		Hide from buyers
`assignees`	string[]		Emails — replaces current list

delete_action_item

Field	Type	Required	Description
`id`	string	✓	Action item to delete

Forms

list_forms

Returns paginated forms in the organization.

Field	Type	Description
`search`	string	Match against form title
`createdBy`	string	Creator user ID — resolve with `list_users` first
`createdAtFrom`	string	ISO 8601 datetime
`createdAtTo`	string	ISO 8601 datetime
`page`	number	Page number (default: 1)
`limit`	number	Results per page (default: 10)

Response includes: id, title, createdAt, answerCount, questionCount, user (creator: id, firstName, lastName, email).

create_form

Creates a form with optional questions.

Field	Type	Required	Description
`title`	string	✓	Form title
`type`	string	✓	`linear` (standard single-answer) or `table` (multi-row, spreadsheet-style)
`collaborative`	boolean		Allow multiple responders to fill it together (default: `true`)
`questions`	array		Questions to add — see below

Question fields: type (required — text · email · number · link · date · date-range · date-time · date-time-range · file-upload · single-choice · multiple-choice), title, visibility (visible default · hidden), options (choice labels — single-choice/multiple-choice only), viewType (list default · dropdown — choice types only), placeholder / preFill (text-based types only: text, email, number, link), dateFormat (dd/mm/yyyy · mm/dd/yyyy — date types only)

Sessions

list_sessions

Returns visitor sessions (paginated). Each session represents one visit to a room.

Field	Type	Description
`roomId`	string	Filter by room
`contactId`	string	Filter by identified contact
`keyword`	string	Search by visitor name or email
`onlyContacts`	boolean	Only sessions with an identified contact
`sortBy`	string	`createdAt` · `updatedAt` (default: `createdAt`)
`sortDirection`	string	`ASC` or `DESC` (default: `DESC`)
`from`	string	Sessions created at or after this ISO date
`to`	string	Sessions created at or before this ISO date
`page`	number	Page number (default: 1)
`limit`	number	Results per page (default: 10)

Response: results (each includes id, roomId, createdAt, location, browser, contact info, and room owner).

Workflows & webhooks

trigger_workflow

Triggers a configured automation.

Field	Type	Required	Description
`workflowId`	string	✓	Workflow to trigger
`data`	object		Key-value payload passed to the workflow

Contacts

get_contacts

Returns contacts enriched with company associations and view counts.

Field	Type	Required	Description
`roomIds`	string		Comma-separated room IDs to filter by — omit to return every contact in the organization

Response includes: id, email, fullName, title, headline, phone, linkedInUrl, avatar, isAccessGranted, source, addedAt, viewCount, and companies (id, name, domain, website, logo).

CRM

update_deal_contact_properties

Updates properties on the primary contact associated with a room’s linked CRM deal. Works with HubSpot and Salesforce. Requires a HubSpot or Salesforce integration to be connected.

Field	Type	Required	Description
`roomId`	string	✓	Room whose linked CRM deal’s contact to update
`crm`	string		Target CRM — omit to use the first linked CRM (HubSpot → Salesforce → Attio priority)
`properties`	object	✓	Field name → new value. HubSpot examples: `jobtitle`, `phone`, `lifecyclestage`. Salesforce examples: `Title`, `Phone`, `LeadSource`

Use exact CRM API field names — not display labels.

Slack

send_slack_message

Sends a Slack message to a user (DM) or a channel. Requires a Slack integration connected for the org.

Field	Type	Required	Description
`text`	string	✓	Message text
`userEmail`	string		Send as a direct message to this user
`channelId`	string		Send to a channel by its Slack ID
`channelName`	string		Send to a channel by name (e.g. `"general"`) — ignored if `channelId` is set

Provide at least one of userEmail, channelId, or channelName.

Conversations

search_conversations

Searches the calling user’s own past REX conversations, most recently updated first, by keyword (case-insensitive fuzzy match over titles and message content). Omit search to list the most recent conversations.

Field	Type	Description
`search`	string	Fuzzy match over title and message content — omit to list most recent
`page`	number	Page number (default: 1)
`limit`	number	Results per page (default: 10)

Response includes: id, title, updatedAt per match.

REX signals

Signals are the dated, actionable observations REX makes about a deal. Omitting roomId on query_signals and aggregate_signals searches every room you have access to. Status values are TODO · IN_PROGRESS · DONE · DISMISSED. Urgency values are LOW · MEDIUM · HIGH.

get_signal

Returns a single signal by id, or null if it doesn’t exist for this org.

Field	Type	Required	Description
`id`	string	✓	Signal ID (uuid)

Response includes: id, flowId, flowTitle, orgId, status, urgency, dismissReason, resolvedBy (user or agent), dateDone, dateDismissed, createdAt, updatedAt, and data — the signal content: title, description, justificationCapture (what triggered it), justificationImportance (why it matters), urgency, icon, recommendedActions (array of { action, actionDescription }, or null), dismissReasons (array of { reason } options offered to the user, or null).

query_signals

Returns a paginated list of signals ({ results, totalRecords, totalPages }). Without roomId, searches across every room you can access.

Field	Type	Description
`roomId`	string	Scope to one room — omit for all rooms
`onlyUnresolved`	boolean	Only `TODO` / `IN_PROGRESS`, excluding `DONE` / `DISMISSED`
`conditions`	array	Field filters, see below
`combinator`	string	`AND` (default) or `OR` — how `conditions` combine
`keyword`	string	Fuzzy match over signal title and description
`sortOrder`	string	`ASC` or `DESC` (default: `DESC`, by `createdAt`)
`page`	number	Page number (default: 1)
`limit`	number	Results per page (default: 10)

Each conditions entry is { field, operator, value }:

Field	Type	Description
`field`	string	`status` · `urgency` · `title` · `description` · `createdAt`
`operator`	string	`eq` · `neq` · `contains` · `gte` · `lte` — use `contains` for text, `gte`/`lte` for `createdAt` ranges
`value`	string	Compared against `field`. For `status`: `TODO`\|`IN_PROGRESS`\|`DONE`\|`DISMISSED`. For `urgency`: `LOW`\|`MEDIUM`\|`HIGH`. For `createdAt`: an ISO date string

Add several conditions to filter in one call, e.g. status=TODO AND urgency=HIGH. Each result is tagged with flowId/flowTitle, so an org-wide query is actionable without a second lookup.

aggregate_signals

Returns signal counts for the org or one room: the total plus a breakdown by status and by urgency. Every enum value is included even at zero, so the response shape is stable, e.g. { total: 7, byStatus: { TODO: 5, IN_PROGRESS: 1, DONE: 1, DISMISSED: 0 }, byUrgency: { LOW: 4, MEDIUM: 2, HIGH: 1 } }.

Field	Type	Required	Description
`roomId`	string		Scope to one room — omit for org-wide totals

Use this before query_signals when you only need to know where to look.

upsert_signals

Creates new signals and/or updates existing ones for a room in a single batch. The only REX tool that writes.

Field	Type	Required	Description
`roomId`	string	✓	Room the signals belong to
`create`	array		Brand-new signals to raise — see Create fields
`update`	array		Changes to existing signals, addressed by id — see Update fields

Create fields (each entry in create):

Field	Type	Required	Description
`title`	string	✓	A few words, e.g. “Champion sentiment dropped”
`description`	string \| null	✓	At most two short sentences
`justificationCapture`	string	✓	What in the data led to this signal
`justificationImportance`	string	✓	Why this signal matters
`urgency`	string	✓	`LOW` · `MEDIUM` · `HIGH`
`icon`	string	✓	One of a fixed icon vocabulary, e.g. `risk`, `competition`, `going_silent` (see `SignalIcons`), `milestone`, `general`
`recommendedActions`	array \| null		`{ action, actionDescription }` next steps REX can carry out
`dismissReasons`	array \| null		`{ reason }` options offered to the user when dismissing

Update fields (each entry in update):

Field	Type	Required	Description
`id`	string	✓	Existing signal to update
`status`	string		`TODO` · `IN_PROGRESS` · `DONE` · `DISMISSED` — resolving (`DONE`/`DISMISSED`) requires `reason`
`urgency`	string		`LOW` · `MEDIUM` · `HIGH`
`reason`	string		Why you’re resolving/changing this signal. Required when setting `DONE` or `DISMISSED`

There’s no dedupe on title — a create call always creates a new signal, even if a similar one is already open.

Create one signal

{
  "roomId": "<room_id>",
  "create": [{
    "title": "Security review hasn't started",
    "description": "Close date is three weeks out and no review has been kicked off.",
    "justificationCapture": "The IT contact said sign-off is required on last week's call, but nobody followed up.",
    "justificationImportance": "Security review is where deals with a firm close date quietly slip.",
    "urgency": "HIGH",
    "icon": "security",
    "recommendedActions": [{
      "action": "Kick off the security review proactively",
      "actionDescription": "Reach out to the IT contact with the standard security pack before they ask."
    }],
    "dismissReasons": [{ "reason": "Already in progress" }]
  }]
}

Resolve one signal

{
  "roomId": "<room_id>",
  "update": [{
    "id": "<signal_id>",
    "status": "DONE",
    "reason": "The security review kicked off this week."
  }]
}

REX knowledge graph

Read-only. Everything here is computed by REX from your calls, CRM, and room activity, and can’t be set externally.

get_knowledge_graph

Returns a serialized snapshot of the room’s Knowledge Graph — the same picture the room’s own REX views read from, in one call.

Field	Type	Required	Description
`roomId`	string	✓	Room ID

Response includes: dealScore — the aggregate 0–5 health score with its analysis; meddpicc — all eight MEDDPICC dimensions, each scored 0–5 with its own analysis; insightCards — the four insight cards, each with a status (on_track · needs_attention · neutral) and summary; and findings — the quote-backed moments behind all of the above, each with a type, description, quote (the exact words said), and the meetingId and contactId it came from.MEDDPICC dimensions: metrics · economic_buyer · decision_criteria · decision_process · paper_process · identify_pain · champion · competitionInsight card categories: motivation · stance · obstacle · trajectoryFinding types: pain_point · concern · objection · blocker · urgency_signal · aha_moment · commitment · competitor_mention · unanswered_question · priorityA score with no evidence behind it yet returns notScored rather than 0.

Lookups

list_templates

Field	Type	Description
`source`	string	`org` (default) or `public`
`page`	number
`limit`	number

list_companies

Searches by name or domain.

Field	Type	Description
`keyword`	string	Name or domain (e.g. `"Acme"` or `"acme.com"`)
`page`	number
`limit`	number

create_company

Field	Type	Required	Description
`domain`	string	✓	Company domain (e.g. `acme.com`)
`name`	string		Display name (defaults to domain)
`website`	string		Full website URL

list_users

Returns active users in the organization. Use returned IDs as userId when creating rooms.(No parameters)

list_statuses

Returns room statuses. Each result has id, title, and defaultStatus.(No parameters)

list_labels

(No parameters)

Getting started

Features

Reference

Troubleshooting

Rooms

Sections

Pages

Groups

Blocks

Assets

Action items

Forms

Sessions

Workflows & webhooks

Contacts

CRM

Slack

Conversations

REX signals

REX knowledge graph

Lookups

​Rooms

​Sections

​Pages

​Groups

​Blocks

​Assets

​Action items

​Forms

​Sessions

​Workflows & webhooks

​Contacts

​CRM

​Slack

​Conversations

​REX signals

​REX knowledge graph

​Lookups

Rooms

Sections

Pages

Groups

Blocks

Assets

Action items

Forms

Sessions

Workflows & webhooks

Contacts

CRM

Slack

Conversations

REX signals

REX knowledge graph

Lookups