MCP Tools Reference

Every tool available on the Octolane MCP server, organized by category. Each tool includes its parameters, types, and example usage.

All tools are available at https://mcp.octolane.com/mcp and require authentication via the X-API-Key header.

Search & Query

Tools for finding and retrieving data from your CRM.

`search_deals`

Search deals with filters for pipeline, stage, account, contact, deal size, close date, and staleness.

Show Parameters

string

Search by deal/opportunity name.

string

Filter by pipeline name (e.g., “Sales”).

string

Filter by stage name (e.g., “Negotiation”, “Won”).

string

Filter by associated company/account name.

string

Filter by associated contact name.

number

Minimum deal value.

number

Maximum deal value.

string

Start of close date range (ISO 8601).

string

End of close date range (ISO 8601).

integer

Filter to deals with no activity for N days (stale deals).

integer

Maximum results to return. Defaults to 10, max 25.

Show Example

Prompt: “Show me all stale deals worth more than $50K”Tool call:

{
  "tool": "search_deals",
  "arguments": {
    "min_amount": 50000,
    "days_without_activity": 14
  }
}

`search_contacts`

Search contacts by name, email, company, or job title.

Show Parameters

string

Search by contact name or email.

string

Filter by company name.

string

Filter by job title.

integer

Maximum results to return. Defaults to 10, max 25.

Show Example

Prompt: “Find all contacts at Stripe”Tool call:

{
  "tool": "search_contacts",
  "arguments": {
    "company_name": "Stripe"
  }
}

`search_accounts`

Search accounts (companies) by name, domain, or industry.

Show Parameters

string

Search by company name or domain.

string

Filter by company domain.

string

Filter by industry.

integer

Maximum results to return. Defaults to 10, max 25.

Show Example

Prompt: “Find SaaS companies in our CRM”Tool call:

{
  "tool": "search_accounts",
  "arguments": {
    "industry": "SaaS"
  }
}

`search_emails`

Search email conversations by contact, company domain, keyword, or direction.

Show Parameters

string

Search emails involving this email address.

string

Search emails involving this company domain.

string

Search by email subject or content.

string

Filter by direction: sent, inbox, or all. Defaults to all.

integer

Maximum results to return. Defaults to 10, max 25.

Show Example

Prompt: “Show me all emails we’ve sent to Stripe”Tool call:

{
  "tool": "search_emails",
  "arguments": {
    "account_domain": "stripe.com",
    "label": "sent"
  }
}

`search_meetings`

Search past and upcoming meetings by keyword, attendee, or date range.

Show Parameters

string

Search keywords for meeting title, summary, transcript, or attendee. Omit for purely temporal queries like “my next meeting”.

string

Start of date range (ISO 8601).

string

End of date range (ISO 8601).

string

Sort order for start_time: asc for upcoming, desc for recent. Defaults to desc.

integer

Maximum results to return. Defaults to 10, max 25.

Show Example

Prompt: “What meetings do I have this week?”Tool call:

{
  "tool": "search_meetings",
  "arguments": {
    "start_date": "2026-04-14T00:00:00Z",
    "sort": "asc"
  }
}

`get_deal_details`

Get full details of a specific deal including associated contacts, account, notes, tasks, and next steps.

Show Parameters

string

required

The deal/opportunity ID. Use search_deals to find it.

Show Example

Prompt: “Pull up the Stripe deal”First call search_deals with search_query: "Stripe" to get the ID, then:

{
  "tool": "get_deal_details",
  "arguments": {
    "opportunity_id": "deal_abc123"
  }
}

Returns deal details, current stage, value, close date, all associated contacts, notes, tasks, and next steps.

`get_pipeline_overview`

Get a summary of your sales pipeline(s) showing deal counts, total values, and average deal size by stage.

Show Parameters

string

Filter by pipeline name. Omit to see all pipelines.

Show Example

Prompt: “What’s our pipeline look like?”Tool call:

{
  "tool": "get_pipeline_overview",
  "arguments": {}
}

Returns pipeline ID, name, and breakdown by stage with deal counts, total values, and average deal size.

`get_signal_visitors`

Retrieve website visitors identified by Octolane Signal with visit counts, intent scores, and activity dates.

Show Parameters

string

Search by company name or domain.

integer

Page number for pagination. Defaults to 1.

integer

Results per page. Defaults to 10, max 50.

Show Example

Prompt: “What companies have been visiting our site?”Tool call:

{
  "tool": "get_signal_visitors",
  "arguments": {
    "limit": 20
  }
}

Returns companies with visit counts, intent scores, and activity dates.

`get_email_thread`

Get the full email thread conversation by thread ID.

Show Parameters

string

required

The email thread ID. Get this from search_emails results.

`get_notes`

Search and retrieve notes linked to a deal, contact, or account. Supports lookup by name, email, or domain. No ID required.

Show Parameters

string

Direct entity UUID (deal, contact, or account).

string

Find notes by company name.

string

Find notes by company domain.

string

Find notes by contact name.

string

Find notes by contact email.

integer

Maximum results. Defaults to 10, max 25.

Show Example

Prompt: “Show me all notes on the Stripe account”Tool call:

{
  "tool": "get_notes",
  "arguments": {
    "account_name": "Stripe"
  }
}

`get_tasks`

Get tasks assigned to you or linked to a specific deal, contact, or account.

Show Parameters

string

Get tasks linked to this entity UUID.

string

Type of entity: account, contact, or opportunity. Required when entity_id is provided.

boolean

Include completed tasks. Defaults to false.

integer

Maximum results. Defaults to 15, max 25.

Show Example

Prompt: “What are my open tasks?”Tool call:

{
  "tool": "get_tasks",
  "arguments": {}
}

`get_current_user`

Get your identity, workspace role, and subscription details. Returns name, email, organization, role, and billing info.

Show Parameters

No parameters required.

Create & Update

Tools for writing data to your CRM. Records created via MCP are immediately picked up by Octolane’s agents for enrichment and follow-up.

`create_deal`

Create a new deal in the CRM and assign it to a pipeline stage. The associated account and contacts must already exist. Create them first if needed.

Show Parameters

string

required

Pipeline UUID. Use get_pipeline_overview to find it.

string

Deal name. Auto-generated from account/contact if omitted.

string

Stage UUID within the pipeline. Defaults to first stage. Use list_pipeline_stages to find it.

number

Deal value in dollars.

string

Expected close date (ISO 8601).

string

Next follow-up date (ISO 8601).

string

Description of next steps for this deal.

string

Domain of the associated company (must already exist in CRM).

string

Email of the primary contact (must already exist in CRM).

array

Emails of additional contacts (must already exist in CRM).

string

Email of the deal owner (org member). Defaults to current user.

Show Example

Prompt: “Create a deal for Stripe, $120K enterprise plan”The AI assistant will chain tools: get_pipeline_overview → create_account (if needed) → create_contact (if needed) → create_deal:

{
  "tool": "create_deal",
  "arguments": {
    "pipeline_id": "pipe_abc123",
    "name": "Stripe - Enterprise Plan",
    "deal_size": 120000,
    "account_domain": "stripe.com",
    "primary_contact_email": "sarah@stripe.com",
    "close_date": "2026-04-30"
  }
}

What happens next: Octolane creates the deal, enriches linked contacts and accounts, and the Follow-Up Agent starts monitoring the conversation for stale threads.

`create_contact`

Create a new contact from an email address. The backend auto-creates the associated account from the email domain and enriches the contact.

Show Parameters

string

required

Contact’s email address.

string

Contact’s first name.

string

Contact’s last name.

Show Example

Prompt: “Add Sarah Chen from Stripe to our CRM”Tool call:

{
  "tool": "create_contact",
  "arguments": {
    "email": "sarah@stripe.com",
    "first_name": "Sarah",
    "last_name": "Chen"
  }
}

`create_account`

Create a new account (company) from a domain. Automatically enriched with company info, size, industry, funding, and more.

Show Parameters

string

required

Company domain (e.g., “stripe.com”, “linear.app”).

Show Example

Tool call:

{
  "tool": "create_account",
  "arguments": {
    "domain": "linear.app"
  }
}

`create_note`

Create a note and link it to a deal, contact, or account.

Show Parameters

string

required

Short title for the note.

string

Full note content (plain text).

string

required

UUID of the entity to link this note to. Use a search tool first to find the ID.

string

required

Type of the linked entity: account, contact, or opportunity.

Show Example

Prompt: “Add a note to the Stripe deal: spoke with Sarah, they want SOC 2 before signing”The AI assistant will call search_deals first to get the deal ID, then:

{
  "tool": "create_note",
  "arguments": {
    "title": "Call with Sarah Chen",
    "content": "Spoke with Sarah - they want SOC 2 report before procurement can sign off. Timeline is end of Q1.",
    "entity_id": "deal_abc123",
    "entity_type": "opportunity"
  }
}

`create_task`

Create a task and optionally link it to a deal, contact, or account. Use for reminders, follow-ups, action items, or next steps.

Show Parameters

string

required

Short title for the task.

string

Detailed description of the task.

string

Due date (ISO 8601).

string

Priority level: Low, Medium, High, or Urgent.

boolean

Mark as urgent. Defaults to false.

string

UUID of the entity to link this task to.

string

Type of the linked entity: account, contact, or opportunity. Required when entity_id is provided.

Show Example

Prompt: “Remind me to send SOC 2 report to Stripe by Friday”

{
  "tool": "create_task",
  "arguments": {
    "title": "Send SOC 2 report to Stripe",
    "due_date": "2026-04-17",
    "priority": "High",
    "entity_id": "deal_abc123",
    "entity_type": "opportunity"
  }
}

`update_deal_stage`

Move a deal to a specific stage by stage ID.

Show Parameters

string

required

The deal/opportunity ID. Use search_deals to find it.

string

required

Target stage ID. Use list_pipeline_stages to find available stages.

`move_deal_to_next_stage`

Automatically advance a deal to the next stage in its pipeline based on stage order.

Show Parameters

string

required

The deal/opportunity ID. Use search_deals to find it.

Show Example

Prompt: “Move the Stripe deal to the next stage”

{
  "tool": "move_deal_to_next_stage",
  "arguments": {
    "opportunity_id": "deal_abc123"
  }
}

`update_note`

Update an existing note’s title or content.

Show Parameters

string

required

UUID of the note to update.

string

New title for the note.

string

New content for the note.

`update_task`

Update an existing task. Change title, due date, priority, or mark as complete.

Show Parameters

string

required

UUID of the task to update.

string

New title.

string

New description.

string

New due date (ISO 8601). Set to null to remove.

string

New priority: Low, Medium, High, or Urgent.

boolean

Set or unset urgent flag.

boolean

Set to true to mark as done, false to reopen.

Show Example

Prompt: “Mark my SOC 2 task as done”

{
  "tool": "update_task",
  "arguments": {
    "task_id": "task_xyz789",
    "completed": true
  }
}

Pipeline Management

Tools for configuring and navigating your pipeline structure.

`list_pipeline_stages`

List all stages for a pipeline, showing name, order, type (won/lost/default), and win probability.

Show Parameters

string

Name or partial name of the pipeline. Omit to list stages for all pipelines.

string

Pipeline ID, if already known.

`rename_pipeline`

Rename a sales pipeline.

Show Parameters

string

required

UUID of the pipeline to rename. Use get_pipeline_overview to find it.

string

required

The new name for the pipeline.

string

New description for the pipeline.

Field Discovery

Tools for discovering available fields and custom properties on your CRM records. Useful before creating or updating records to check what fields are available.

`get_account_fields`

Discover available fields and custom properties for accounts (companies). Returns field names, types, and valid dropdown options.

Show Parameters

No parameters required.

`get_contact_fields`

Discover available fields and custom properties for contacts. Returns field names, types, and valid dropdown options.

Show Parameters

No parameters required.

`get_deal_fields`

Discover available fields and custom properties for deals in a specific pipeline. Each pipeline can have different custom fields.

Show Parameters

string

Name or partial name of the pipeline.

string

Pipeline ID, if already known.

Signal

`get_signal_script`

Get the Octolane Signal tracking script tag for your website. Returns an HTML snippet with your organization’s unique public key to install in your website’s <head>.

Show Parameters

No parameters required.

Workspace

Tools for managing your workspace and team.

`list_workspace_members`

List all members in the workspace with their name, email, role, and avatar.

Show Parameters

string

Filter by name to find a specific member.

`invite_team_member`

Invite one or more people to your workspace by email. Requires admin or owner role.

Show Parameters

array

required

List of people to invite (max 10). Each entry has:

email (string, required). Email address of the person to invite
role (string). member (default), admin, or owner

Show Example

Prompt: “Invite sarah@company.com as an admin”Tool call:

{
  "tool": "invite_team_member",
  "arguments": {
    "members": [
      { "email": "sarah@company.com", "role": "admin" }
    ]
  }
}

Rate limits

MCP tools share the same rate limits as the REST API: 100 requests per minute per API key. If you hit the limit, you’ll receive a 429 response with a Retry-After header. Most AI assistants handle rate limiting automatically by waiting and retrying.

​Search & Query

​search_deals

​search_contacts

​search_accounts

​search_emails

​search_meetings

​get_deal_details

​get_pipeline_overview

​get_signal_visitors

​get_email_thread

​get_notes

​get_tasks

​get_current_user

​Create & Update

​create_deal

​create_contact

​create_account

​create_note

​create_task

​update_deal_stage

​move_deal_to_next_stage

​update_note

​update_task

​Pipeline Management

​list_pipeline_stages

​rename_pipeline

​Field Discovery

​get_account_fields

​get_contact_fields

​get_deal_fields

​Signal

​get_signal_script

​Workspace

​list_workspace_members

​invite_team_member

​Rate limits

Search & Query

`search_deals`

`search_contacts`

`search_accounts`

`search_emails`

`search_meetings`

`get_deal_details`

`get_pipeline_overview`

`get_signal_visitors`

`get_email_thread`

`get_notes`

`get_tasks`

`get_current_user`

Create & Update

`create_deal`

`create_contact`

`create_account`

`create_note`

`create_task`

`update_deal_stage`

`move_deal_to_next_stage`

`update_note`

`update_task`

Pipeline Management

`list_pipeline_stages`

`rename_pipeline`

Field Discovery

`get_account_fields`

`get_contact_fields`

`get_deal_fields`

Signal

`get_signal_script`

Workspace

`list_workspace_members`

`invite_team_member`

Rate limits