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_dealsSearch deals with filters for pipeline, stage, account, contact, deal size, close date, and staleness.
Search by deal/opportunity name.
Filter by pipeline name (e.g., “Sales”).
Filter by stage name (e.g., “Negotiation”, “Won”).
Filter by associated company/account name.
Filter by associated contact name.
Start of close date range (ISO 8601).
End of close date range (ISO 8601).
Filter to deals with no activity for N days (stale deals).
Maximum results to return. Defaults to 10, max 25.
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 by name, email, company, or job title.
Search by contact name or email.
Maximum results to return. Defaults to 10, max 25.
Prompt: “Find all contacts at Stripe”Tool call: { "tool" : "search_contacts" , "arguments" : { "company_name" : "Stripe" } }
search_accountsSearch accounts (companies) by name, domain, or industry.
Search by company name or domain.
Filter by company domain.
Maximum results to return. Defaults to 10, max 25.
Prompt: “Find SaaS companies in our CRM”Tool call: { "tool" : "search_accounts" , "arguments" : { "industry" : "SaaS" } }
search_emailsSearch email conversations by contact, company domain, keyword, or direction.
Search emails involving this email address.
Search emails involving this company domain.
Search by email subject or content.
Filter by direction: sent, inbox, or all. Defaults to all.
Maximum results to return. Defaults to 10, max 25.
Prompt: “Show me all emails we’ve sent to Stripe”Tool call: { "tool" : "search_emails" , "arguments" : { "account_domain" : "stripe.com" , "label" : "sent" } }
search_meetingsSearch past and upcoming meetings by keyword, attendee, or date range.
Search keywords for meeting title, summary, transcript, or attendee. Omit for purely temporal queries like “my next meeting”.
Start of date range (ISO 8601).
End of date range (ISO 8601).
Sort order for start_time: asc for upcoming, desc for recent. Defaults to desc.
Maximum results to return. Defaults to 10, max 25.
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_detailsGet full details of a specific deal including associated contacts, account, notes, tasks, and next steps.
The deal/opportunity ID. Use search_deals to find it.
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_overviewGet a summary of your sales pipeline(s) showing deal counts, total values, and average deal size by stage.
Filter by pipeline name. Omit to see all pipelines.
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_visitorsRetrieve website visitors identified by Octolane Signal with visit counts, intent scores, and activity dates.
Search by company name or domain.
Page number for pagination. Defaults to 1.
Results per page. Defaults to 10, max 50.
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_threadGet the full email thread conversation by thread ID.
The email thread ID. Get this from search_emails results.
get_notesSearch and retrieve notes linked to a deal, contact, or account. Supports lookup by name, email, or domain — no ID required.
Direct entity UUID (deal, contact, or account).
Find notes by company name.
Find notes by company domain.
Find notes by contact name.
Find notes by contact email.
Maximum results. Defaults to 10, max 25.
Prompt: “Show me all notes on the Stripe account”Tool call: { "tool" : "get_notes" , "arguments" : { "account_name" : "Stripe" } }
get_tasksGet tasks assigned to you or linked to a specific deal, contact, or account.
Get tasks linked to this entity UUID.
Type of entity: account, contact, or opportunity. Required when entity_id is provided.
Include completed tasks. Defaults to false.
Maximum results. Defaults to 15, max 25.
Prompt: “What are my open tasks?”Tool call: { "tool" : "get_tasks" , "arguments" : {} }
get_current_userGet your identity, workspace role, and subscription details. Returns name, email, organization, role, and billing info.
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_dealCreate 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.
Pipeline UUID. Use get_pipeline_overview to find it.
Deal name. Auto-generated from account/contact if omitted.
Stage UUID within the pipeline. Defaults to first stage. Use list_pipeline_stages to find it.
Expected close date (ISO 8601).
Next follow-up date (ISO 8601).
Description of next steps for this deal.
Domain of the associated company (must already exist in CRM).
Email of the primary contact (must already exist in CRM).
additional_contact_emails
Emails of additional contacts (must already exist in CRM).
Email of the deal owner (org member). Defaults to current user.
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 a new contact from an email address. The backend auto-creates the associated account from the email domain and enriches the contact.
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_accountCreate a new account (company) from a domain. Automatically enriched with company info, size, industry, funding, and more.
Company domain (e.g., “stripe.com”, “linear.app”).
Tool call: { "tool" : "create_account" , "arguments" : { "domain" : "linear.app" } }
create_noteCreate a note and link it to a deal, contact, or account.
Short title for the note.
Full note content (plain text).
UUID of the entity to link this note to. Use a search tool first to find the ID.
Type of the linked entity: account, contact, or opportunity.
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_taskCreate a task and optionally link it to a deal, contact, or account. Use for reminders, follow-ups, action items, or next steps.
Short title for the task.
Detailed description of the task.
Priority level: Low, Medium, High, or Urgent.
Mark as urgent. Defaults to false.
UUID of the entity to link this task to.
Type of the linked entity: account, contact, or opportunity. Required when entity_id is provided.
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_stageMove a deal to a specific stage by stage ID.
The deal/opportunity ID. Use search_deals to find it.
Target stage ID. Use list_pipeline_stages to find available stages.
move_deal_to_next_stageAutomatically advance a deal to the next stage in its pipeline based on stage order.
The deal/opportunity ID. Use search_deals to find it.
Prompt: “Move the Stripe deal to the next stage”{ "tool" : "move_deal_to_next_stage" , "arguments" : { "opportunity_id" : "deal_abc123" } }
update_noteUpdate an existing note’s title or content.
UUID of the note to update.
New content for the note.
update_taskUpdate an existing task — change title, due date, priority, or mark as complete.
UUID of the task to update.
New due date (ISO 8601). Set to null to remove.
New priority: Low, Medium, High, or Urgent.
Set or unset urgent flag.
Set to true to mark as done, false to reopen.
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_stagesList all stages for a pipeline, showing name, order, type (won/lost/default), and win probability.
Name or partial name of the pipeline. Omit to list stages for all pipelines.
Pipeline ID, if already known.
rename_pipelineRename a sales pipeline.
UUID of the pipeline to rename. Use get_pipeline_overview to find it.
The new name for the pipeline.
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_fieldsDiscover available fields and custom properties for accounts (companies). Returns field names, types, and valid dropdown options.
No parameters required.
Discover available fields and custom properties for contacts. Returns field names, types, and valid dropdown options.
No parameters required.
get_deal_fieldsDiscover available fields and custom properties for deals in a specific pipeline. Each pipeline can have different custom fields.
Name or partial name of the pipeline.
Pipeline ID, if already known.
Signal get_signal_scriptGet 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>.
No parameters required.
Workspace Tools for managing your workspace and team.
list_workspace_membersList all members in the workspace with their name, email, role, and avatar.
Filter by name to find a specific member.
invite_team_memberInvite one or more people to your workspace by email. Requires admin or owner role.
List of people to invite (max 10). Each entry has:
email (string, required) — email address of the person to inviterole (string) — member (default), admin, or owner 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. 
