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Find call tasks based on various filters. You can filter by lead, contact, assignee (a user or a voice agent), completion state, and scheduled/created/updated dates.

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List all contact custom fields defined for the organization. Includes both contact-specific fields and shared fields associated with contacts. Returns each field's ID, name, description, type, allowed choices (for choice fields), whether multiple values are accepted, and whether it is a shared field. Useful for decidi…

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List all active (non-archived) Custom Activity Types in the organization, along with the custom fields defined on each type. Call this before creating a workflow with a "custom-activity-event" trigger so you can look up the correct Custom Activity Type ID.

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Find a lead's custom activity instances based on various filters. A custom activity instance is an activity of a custom activity type, holding the custom field values defined by that type. Always scoped to a single lead; optionally filter by attributed user, one or more custom activity types, or activity date. Results…

Untrusted display-only summary

Find a lead's custom object instances. A custom object instance is a record of a custom object type, attached to a lead and holding the custom field values defined by that type. Always scoped to a single lead; optionally filter to a single custom object type. Results are ordered by creation date (oldest first) and are…

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List all custom object types in the organization, along with the custom fields defined on each type.

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List or find email templates

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List all web forms in the organization. Call this before creating a workflow with a "form-submission-event" trigger so you can look up the correct Form ID.

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List all groups in the organization.

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Find the organization's billing invoices, newest first. Invoices without a date sort first.

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List all lead custom fields defined for the organization. Returns each field's ID, name, description, type, allowed choices (for choice fields), whether multiple values are accepted, and whether it is a shared field. Useful for deciding which custom field to read or write when working with leads.

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List lead smart views (saved searches).

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List or find lead statuses for the organization

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List all outcomes applicable to meetings available in the organization.

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List the organization's members with each member's role name, whether the role is built-in or custom, active/inactive status, and join date. Richer than `org_users` — prefer this unless you only need a name or email. Most recent members first.

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Find notes based on various filters.

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Find opportunities by status (active/won/lost), owner, lead, or close-date range, optionally only those needing attention, sorted by soonest close, largest value, or highest confidence. Returns each opportunity with resolved lead, contact, owner, and status names; cursor-paginated.

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List all opportunity custom fields defined for the organization. Includes both opportunity-specific fields and shared fields associated with opportunities. Returns each field's ID, name, description, type, allowed choices (for choice fields), whether multiple values are accepted, and whether it is a shared field. Usef…

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List all opportunity pipelines and their opportunity statuses in the organization.

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List available scheduling links for the user and org. User-owned personal links come with a URL. Shared links come with a special template tag. Each can be inserted into generated templates.

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List or find SMS templates

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Find tasks based on various filters. You can filter by lead, assignee, completion state, and due/created/ updated dates.

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List all voice agents configured for the organization. Voice agents are AI callers that place outbound calls to leads' contacts on the user's behalf. Returns each voice agent's ID and name. Use this to find the right voice agent ID when scheduling a call or assigning a call step in a workflow. Users may refer to voice…

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List or find workflows

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AI credit usage for the billing account, broken down by feature. Reports total credits used and a per-feature breakdown. Credits are the billing unit for AI features. Usage covers the whole billing account, not a single organization. Omit `start`/`end` for the current billing period; the result's `start`/`end` report…

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Billing summary for the organization's billing account. Reports the subscription plan, billing status with the trial end date, seat counts, and AI usage availability, tier, and credit allowance for the current billing cycle. Whether the account is on trial is `status`, not anything under `ai_usage`. Use `get_ai_credit…

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Use this tool ONLY to get a list of fields for the aggregation tool.

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Cross-agent rollup for the Voice Agents list page. Returns one row per **active** agent — agents with completed calls in `date_range` **or** queued upcoming calls. Cumulative funnel counts (`answered`, `engaged`, `objective_met`) plus `total_calls`. `upcoming_calls` is the agent's queued (not yet completed) calls and…

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Performance metrics for one voice agent. Returns the numbers shown on the Performance tab of a Voice Agent detail page. Passing multiple `agent_config_ids` pools metrics into a single aggregate (not a per-agent breakdown — for that, use `get_voice_agent_overview_report`). For per-call drill-down, search Calls filtered…

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Return detailed configuration for one or more voice agents. Includes each agent's objective, user instructions, and which skills are enabled. Use this as the follow-up to `find_voice_agents` once one or more agent IDs have been selected.

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