Tool

Purpose

add_prospects_to_list

Add prospects to a prospect list by their UUIDs.

agent_draft_create

Stage an action (e.g. send a nudge, upsert a CRM contact, export a CSV) as a PENDING draft in the workspace for the human to approve. The draft is persisted in max-agent's agent_action_drafts table; nothing runs until the human approves. Returns { draft_id, state:'pending', review_url }. AFTER CREATING, POST THE RETURNED review_url (or a link to the agent drafts view in the workspace UI) TO THE USER'S CHAT CHANNEL SO THEY CAN APPROVE. Use this whenever an agent wants to take a write action on the user's behalf but the user hasn't pre-authorized the specific instance.

agent_draft_get

Fetch one agent action draft by id, including its full payload, current state, audit trail, and any execution result. Use to inspect a specific draft before recommending approve/reject to the user.

agent_draft_list

List agent action drafts in the workspace, optionally filtered by state (pending/approved/rejected/executed/failed/canceled) and/or action_type. Paginated via { limit, cursor }. Returns { data: [...], next_cursor? }. Use to show the user what's awaiting their approval or to audit recently-executed actions.

apollo_add_more

Append more leads to an existing Apollo list (async). Re-runs the saved search for additional results.

apollo_create_list

Create an Apollo-backed prospect list (async). Starts people search → ingestion. Poll the list status (or use wait_for_prospect_list) for progress. Auto-generates an idempotency_key if not provided so retries are safe.

approve_inbox_draft

Approve a drafted reply and send it in-thread via Unipile, setting the action's status to 'approved'. Optionally pass body to send an edited reply instead of the stored draft. Returns the updated {data: InboxAutopilotAction}. Fails with 404 (draft not found), 409 (action not in 'draft' status), or 400 SendReplyError (code CHAT_NOT_FOUND | ACCOUNT_NOT_FOUND | ACCOUNT_NOT_CONNECTED | NO_PROSPECT_EMAIL | SEND_FAILED).

approve_proposal

Approve a pending proposal and launch its draft campaign. SYNCHRONOUS — max-agent builds the prospect list, creates the campaign, and launches it (may take a while). Optionally pass modifications (titles, target_prospect_ids, campaign_name, campaign_description) to override the recommendation before launch; omit them to approve as-is. On success returns {data: SignalProposal (status 'launched', draft_campaign_id set), campaign_id}. Can fail with 402 (enrichment quota exceeded — proposal reverts to pending), 409 (not pending / already decided / expired), or 422 (no target prospects / no connected account).

archive_campaign

Archive a campaign (soft delete) — hidden from default views but restorable.

archive_chat

Archive a chat (soft delete). Messages remain, use archived=true filter to see them.

book_meeting

Create a Cal.com booking and record it as a meeting. event_type_id defaults to the connection's default event type; start is a required ISO8601 UTC time; attendee_name, attendee_email, and attendee_time_zone (IANA) describe the attendee. Optionally pass prospect_id (advances that prospect to 'replied'), campaign_id, and a flat string metadata map. Returns the created {data: meeting row} (calcom_booking_uid, meeting_url, status 'scheduled', etc.). Fails with 409 (no calendar connected), 400 (invalid body / no default event type), or 4xx/502 CALCOM_ERROR (e.g. slot conflict / instance unreachable).

bulk_delete_organizations

Delete multiple organizations. Set deleteProspects=true to cascade-delete linked prospects.

bulk_delete_prospects

Delete multiple prospects by IDs.

bulk_enrich

Queue many prospects and/or organizations for background enrichment by the cron worker (does NOT run inline). Provide prospect_ids and/or organization_ids. Returns {accepted} — how many rows were queued. Use this instead of calling enrich_prospect in a loop when enriching more than a couple of records.

bulk_import_organizations

Import multiple organizations. Deduplicates by domain. Returns imported/existing/failed counts.

bulk_import_prospects

Import multiple prospects at once. Deduplicates by email. Returns imported/existing/failed counts.

calendar_status

Return the workspace's Cal.com connection status. Returns {data: {connected: false}} when no instance is connected, or {data: CalendarStatus} (baseUrl, username, label, defaultEventTypeId, eventTypes) when connected. eventTypes may be [] if the instance is currently unreachable. The api_key is never returned.

cancel_meeting

Cancel a recorded meeting by its meetings.id UUID. If the meeting has a Cal.com booking uid it is cancelled on Cal.com first, then the row is marked cancelled. Optionally pass a reason. Returns the updated {data: meeting row} with status 'cancelled'. Fails with 404 (unknown / not in this workspace), 409 (no calendar connected, only when a Cal.com cancel is needed), or 4xx/502 CALCOM_ERROR.

claire_deep_research

Multi-source background research on a named person or company. Returns recent activity, news, role context, company highlights, and proof points. Synchronous (may take 30-90s). Call this BEFORE crafting personalized outreach so the message reflects who the prospect actually is.

claire_extract_prospects_from_url

Fetch a public URL (conference attendee list, team / about page, press release, panel announcement, etc.) and extract structured prospects (people / contacts) from it via Claire. Returns { prospects:[{ name, title, company, linkedin_url?, email?, ... }], source_url, extracted_count, claire_request_id? }. Use when the user pastes a URL and asks to 'find leads here' / 'build a list from this page'. Pair with create_prospect or import_prospect_list_csv to persist the result.

claire_find_competitors

Identify direct competitors of a company by URL. Returns a list of competing companies with descriptions and sources. Synchronous (typically 1-3 min). Use to expand a prospect list with similar companies or to ground competitive positioning in outreach.

claire_market_watch

Run a market-watch pass on a URL, optionally filtered by criteria (e.g. 'pricing', 'hiring', 'funding'). Returns a snapshot of detected signals. Use to inform outreach timing (e.g. just-funded companies) or to spot competitive moves.

claire_search

Free-text research query against Claire's hub. Use for quick lookups like industry trends, funding news, or any topic where you'd otherwise google. Synchronous — waits for Claire to finish and returns the result. Use mode='lite' for fast first-pass (default), 'full' for deeper multi-source.

clear_failed_requests

Drain the dead-letter queue. Returns the number of entries removed. Use after manually replaying or after resolving the upstream issue.

connect_calendar

Connect the workspace's self-hosted Cal.com instance so Max can read availability and book meetings. Validates the credentials by calling Cal.com listEventTypes before storing them. Pass base_url (the instance API base, e.g. https://cal.example.com or .../api/v2), api_key, and optionally default_event_type_id. Returns {data: CalendarStatus} with connected:true, baseUrl, username, label, defaultEventTypeId, and the list of eventTypes. The api_key is never returned.

create_campaign

Create a new campaign in draft state. Requires name, included_lists, and accounts. Won't send until launched.

create_intent_trigger

Set up a trigger that watches a target URL for a buying signal (funding, hiring, tech_stack, news, job_change, or custom). Optionally scope it to an organization or prospect and set how often it re-polls. Returns the created {data: IntentTrigger}. Used to start monitoring for intent before any signals exist.

create_organization

Create a new organization/company record.

create_prospect

Create a single prospect. Deduplicates by email — returns existing row if email already exists.

create_prospect_list

Create an empty platform prospect list. For Apollo-sourced lists, use apollo_create_list instead.

crm_assign_prospects

Assign prospects to HubSpot owners using agent_settings.assignment_rules (or assignment_rules_override). First matching rule wins; no match → owner_id null, reason 'no rule matched', priority 'low'. Priority otherwise derives from prospect.score (>=75 high, 50–74 med, <50 low) else 'med'. Returns { assignments: [{ id|email, owner_id, owner_name, owner_email, reasoning, priority }] }.

crm_detect_forecast_changes

Compare current open HubSpot deals against the workspace's deal snapshot from window_days ago (read from max-agent's crm_deal_snapshots via GET /api/v1/crm/deal-snapshots). Flags amount changes (abs delta pct > threshold), stage moves (forward/backward via pipeline displayOrder), close-date slips (> threshold days), new deals since last snapshot, and deals that disappeared. Returns { window_days, baseline_iso, current_iso, changes:[{ deal_id, dealname, owner_id, owner_name, amount, prior_amount, amount_delta_pct, stage, prior_stage, stage_movement, close_date, prior_close_date, close_date_slip_days, flag_reasons[] }] }.

crm_export_import_csv

Build a HubSpot-import CSV (base64-encoded) from prospects. When dedup_against_hubspot (default true), drops prospects whose email already exists in HubSpot (concurrency <=5). Columns: Email, First Name, Last Name, Job Title, Company, Company Domain, Country, Industry, Number of Employees [, HubSpot Owner ID when include_assignment]. Returns { csv_base64, row_count, deduped_count, deduped:[{ email, existing_id }] }.

crm_get_contact

Fetch a single CRM contact by email (the dedup identity). Returns null if not found.

crm_get_deal

Fetch a single HubSpot deal by id, including its full properties and associated company/contact ids. Returns null if not found.

crm_list_activities

List HubSpot engagements (call/email/meeting/note/task) with optional filters (deal, contact, owner, types, since). Per-type queries are merged sorted by timestamp desc. Returns id, type, timestamp, ownerId, dealId, contactId, subject, body.

crm_list_deals

List deals from HubSpot with optional filters (stage, owner, pipeline, amount range, close-date range, modified-after). Returns id, dealname, amount, ownerId, stage, pipeline, closeDate, lastModified, lastActivityDate, nextStep, associated company/contact ids.

crm_list_owners

List HubSpot owners (sales reps) for the workspace. Returns id, email, firstName, lastName, teams. Use to map deals/assignments to people.

crm_list_pipeline_stages

List deal pipeline stages (optionally scoped to one pipeline). Returns id, label, displayOrder, pipelineId, isWonStage, isLostStage.

crm_pipeline_risk_scan

Scan open HubSpot deals for risk: days inactive, days-to-close, missing fields (amount/owner/next_step/last_activity), close-date slipping, and high-value-low-activity. Computes a transparent weighted risk_score (0–100) and a PRIVATE suggested nudge draft to the owner (never sent). Uses agent_settings.risk_thresholds. Returns { scanned_count, flagged:[...] }.

crm_score_prospects

Score prospects 0–100 against the workspace ICP rules (agent_settings.icp_rules): country 25, industry 25, employee-in-range 20, any title keyword 30. With no rules configured, every prospect scores 50 (reason no_icp_rules_configured). Returns { scored: [{ id|email, score, matched[], missed[] }] }.

crm_search_contacts

Search the connected CRM (HubSpot) for contacts by free text (name, email, company). Returns matching contacts. Use before creating a contact to check if one already exists.

crm_status

Report whether HubSpot is connected for this workspace. Attempts a cheap HubSpot read; returns { connected: bool, ... }.

crm_upsert_company

Create-or-update a company in the connected CRM, matched by domain — never creates a duplicate. Requires a read + write HubSpot connection.

crm_upsert_contact

Create-or-update a contact in the connected CRM, matched by email — never creates a duplicate. Use when the user asks to add or update a contact in HubSpot. Requires a read + write HubSpot connection.

crm_weekly_brief_compose

Compose a structured weekly sales brief from last week's activities, current open deals, the pipeline risk scan, and per-rep aggregates. Pure data (no writes). Returns { week_ending, last_week_summary, this_week_priorities, stale_deals, deals_without_next_step, top_risks, per_rep_questions, suggested_bj_notes, action_items }. Pass the result to notion_publish_weekly_brief to draft it in Notion.

delete_campaign

Permanently delete a campaign and all its workflow executions. Prefer archive for soft removal.

delete_organization

Delete an organization. Linked prospects get organization_id = null.

delete_prospect

Delete a prospect permanently.

delete_prospect_list

Delete a prospect list (prospects themselves are NOT deleted).

disable_trigger

Disable an intent trigger (sets active=false) so it stops re-polling. Returns the updated {data: IntentTrigger}, or a 404 error if the trigger is not in this workspace.

disconnect_account

Disconnect a LinkedIn or email account from the workspace. Use hosted_auth_link to reconnect.

enrich_organization

Run Claire deep-research on an organization and save the result onto the record. SYNCHRONOUS — waits for Claire (may take 30-180s) and returns {status} ('complete' with the research, 'skipped' if the org has no name, or 'busy' if another enrichment is already running). Counts against the workspace's daily enrichment quota; returns a 429 quota error when exhausted. Set force=true to re-enrich an already-complete record.

enrich_prospect

Run Claire deep-research on a prospect and save the result onto the record. SYNCHRONOUS — waits for Claire (may take 30-180s) and returns {status} ('complete' with the research, 'skipped' if the prospect has no name, or 'busy' if another enrichment is already running). Counts against the workspace's daily enrichment quota; returns a 429 quota error when exhausted. Set force=true to re-enrich an already-complete record. Call this BEFORE crafting personalized outreach.

explorium_add_more

Append more leads to an existing Explorium list (async). Re-runs the saved search for additional results. Poll the list (or use wait_for_prospect_list) for progress.

explorium_create_company_list

Create an Explorium-backed company (organization) list (async). Runs a business search with the given filters → enrichment → ingestion. Returns a pending list DTO; poll its status (or use wait_for_prospect_list) until completed. Auto-generates an idempotency_key if not provided so retries are safe.

explorium_create_list

Create an Explorium-backed prospect (people) list (async). Runs a people search with the given filters → enrichment → ingestion. Returns a pending list DTO; poll its status (or use wait_for_prospect_list) until completed. Auto-generates an idempotency_key if not provided so retries are safe.

generate_message_preview

Use AI to generate a personalized message for a prospect. Charges credits. Specify channel and prompt.

generate_workflow

Use AI to generate a campaign workflow from natural language. Charges credits. Provide a prompt or structured fields.

get_account

Get full details of a connected account — provider, channel, config, sync status.

get_account_rate_limits

Get daily/weekly sending limits and current usage for a specific account.

get_availability

Fetch open booking slots for an event type, grouped by date. event_type_id defaults to the connection's default event type; start defaults to now and end to now + 14 days; time_zone is an optional IANA string to localize slots. Returns {data: {eventTypeId, slotsByDate: {: [{start, end?}]}}}. Fails with 409 if no calendar is connected, or 400 if no event type id is available.

get_campaign

Get full details of a campaign by ID — workflow, scheduling, accounts, prospect lists, stats.

get_campaign_engagement_summary

Engagement summary for a campaign: open/click/reply/bounce rates plus per-link click detail (top links, distinct URLs clicked).

get_campaign_lead_analytics

Per-prospect breakdown — where each lead is in the workflow and message event history.

get_campaign_memory

Read Max's durable memory for a campaign (ICP, decisions, notes). Recall this when working on one of several simultaneous campaigns so you keep them straight.

get_campaign_node_run_counts

Map of workflow node ID → execution count. Useful for funnel visualization.

get_campaign_stats

Aggregate performance stats — email open/reply rates, LinkedIn connection/reply rates, execution counts.

get_chat

Get full details of a single Unibox chat/conversation thread.

get_circuit_status

Inspect the circuit-breaker state for each upstream host the MCP server has called. Shows whether requests are being fast-failed (state=open), probing (half-open), or flowing normally (closed).

get_dashboard_kpis

Workspace-wide aggregate stats — execution counts, email/LinkedIn rates, completion percentage.

get_email_tracking_events

Raw per-event email tracking rows for a prospect (opens, clicks, replies, bounces) with url/ip/user_agent detail. Newest first. Optionally filter by event_types.

get_enrichment_credits

Return the workspace's daily enrichment quota usage: {cap, used_today, remaining}. Check this before a large bulk enrichment to confirm there's headroom.

get_enrichment_status

Check the enrichment state of a single prospect or organization. Provide exactly one of prospect_id or organization_id. Returns {enrichment_status, enrichment_updated_at, has_research}.

get_inbox_autopilot_status

Return the workspace's current inbox autopilot setting: {enabled, mode ('auto_safe'|'draft_all'|'off'), daily_cap}. Use this to confirm whether autopilot is active and how it is configured before changing it or reviewing drafts.

get_link_click_details

Link clicks for a campaign grouped by url, with total click counts and unique-prospect counts. Sorted by clicks desc.

get_organization

Get full details of an organization — domain, industry, employee count, funding, social URLs.

get_prospect

Get full profile of a prospect — name, title, company, LinkedIn, email, location, enrichment data.

get_prospect_campaign_activity

Chronological log of message events for a prospect across all campaigns (newest first).

get_prospect_engagement_timeline

Chronological email engagement timeline for a prospect (oldest first) — every open, click, reply, and bounce.

get_prospect_list

Get full details of a prospect list by ID — status, search config, result counts, timestamps.

get_signal_history

Return the detected SignalEvent rows for a single trigger — each event records whether the poll found changes, a summary, and the raw scrape. Returns {data: SignalEvent[]}.

get_signal_proposal

Fetch a single signal proposal by id, including its full recommendation (campaign name/description, workflow_config, target_prospect_ids, estimated contacts/credits, matched ICP, and entity). Returns {data: SignalProposal}, or a 404 error if not found.

get_upcoming_meetings

List upcoming non-cancelled meetings ordered by start time ascending. from defaults to now and to defaults to now + 30 days (both ISO8601). Returns {data: meeting row[]} (status one of scheduled|rescheduled|completed|no_show).

get_workspace_profile

Fetch workspace profile settings (company info) for the authenticated workspace via DigitalCrew API. Uses the MCP connection Authorization: Bearer token when set.

hosted_auth_link

Generate a short-lived URL for the user to connect a LinkedIn or email account via Unipile hosted auth.

import_prospect_list_csv

Create a new prospect list and import prospects in one call. Each row needs an email (for dedup).

launch_campaign

Launch a draft campaign — transitions draft → active and creates workflow executions for each prospect.

linkedin_cancel_invitation

Cancel/withdraw a sent LinkedIn invitation by its invitation_id (from list_invitations_sent).

linkedin_comment_on_post

Comment on a LinkedIn post.

linkedin_create_post

Create a LinkedIn post from the connected account.

linkedin_find_profile

Find a LinkedIn profile by name, company and/or title. Searches LinkedIn directly — always use this before any invitation or message. If multiple people share the name, returns candidates with ambiguous:true; show them to the user and ask which one. Never guess a slug or proceed when ambiguous.

linkedin_get_all_messages

Get all recent LinkedIn messages across all conversations.

linkedin_get_company_profile

Get a LinkedIn company profile by its identifier or slug.

linkedin_get_conversation_messages

Get messages in a specific LinkedIn conversation.

linkedin_get_own_profile

Get the profile of the connected LinkedIn account. Useful to confirm the account is active.

linkedin_get_profile

Get a full LinkedIn profile by slug (public identifier). Returns provider_id and profile data.

linkedin_get_user_posts

Get recent posts by a LinkedIn user.

linkedin_list_connections

List first-degree LinkedIn connections of the connected account.

linkedin_list_conversations

List LinkedIn conversations (inbox).

linkedin_list_invitations_received

List pending LinkedIn invitations received from others.

linkedin_list_invitations_sent

List pending LinkedIn invitations you have sent.

linkedin_react_to_post

React to a LinkedIn post.

linkedin_reply_in_chat

Reply in an existing LinkedIn conversation.

linkedin_search_people

Search LinkedIn for people by keywords.

linkedin_send_invitation

Send a LinkedIn connection request. ALWAYS call find_profile first to get provider_id.

linkedin_send_message

Send a LinkedIn direct message to start a new conversation. Requires existing connection or InMail credits.

list_accounts

List all connected LinkedIn and email accounts — name, email, status, daily limits.

list_campaigns

List all outreach campaigns. Filter by status, search by name, paginate and sort.

list_chat_messages

Get all messages in a conversation — body, direction (in/out), timestamp, status.

list_chats

List LinkedIn and email conversations — filter by channel, prospect, account, or archived status.

list_failed_requests

Inspect the dead-letter queue — write requests (POST/PATCH/DELETE) that exhausted all retries. Useful for forensics or manual replay. Backed by Redis if REDIS_URL is set, otherwise an in-memory ring buffer of up to 500 entries.

list_inbox_drafts

List the autopilot-generated reply drafts awaiting review (status='draft') for the workspace, newest first. Returns {data: InboxAutopilotAction[]}, each row including intent, sentiment, confidence, and the proposed reply_body. Review these before calling approve_inbox_draft or reject_inbox_draft.

list_intent_signals

List the workspace's intent triggers (optionally filtered by active state) so you can see what is being monitored and review recent signal activity. Returns {data: IntentTrigger[]}, each row including last_run_at and last_error. Use get_signal_history to drill into the detected events for a specific trigger.

list_organizations

List all organizations/companies — search by name or domain, filter by industry/country.

list_prospect_list_members

List all prospects in a specific list — paginated, searchable, sortable.

list_prospect_lists

List all prospect lists — name, status, result counts, and search criteria.

list_prospects

List prospects with rich filtering — search, status, org, titles, countries, industries, pagination, sorting.

list_signal_proposals

List the AI-generated campaign proposals produced from detected signals, optionally filtered by status (pending, approved, rejected, modified, launched, expired). An unknown status is ignored and all proposals are returned. Returns {data: SignalProposal[]}. Review pending proposals before approving them.

modify_proposal

Adjust a pending proposal WITHOUT launching it: pass modifications (titles, target_prospect_ids, campaign_name, campaign_description) to re-select prospects and regenerate the campaign workflow. The proposal stays pending so it can be reviewed and approved later. Returns the updated {data: SignalProposal}. Fails with 409 if the proposal is not pending, or 404 if not found.

notion_append_blocks

Append an array of Notion block JSON objects to an existing page (chunked into ≤100-block requests). Requires agent_settings.allow_notion_writes (default true). Returns { appended }.

notion_create_page

Create a new Notion page under a parent page, with an optional body of Notion block JSON. Requires agent_settings.allow_notion_writes (default true). Returns { id, url }.

notion_get_page

Fetch a Notion page object plus all of its child blocks (paginated). Returns { page, blocks }.

notion_publish_weekly_brief

Render a crm_weekly_brief_compose output as a DRAFT Notion page (H1 title + H2 section per part) under the workspace's Drafts/the assistant parent. Write-gated by agent_settings.allow_notion_writes. Defaults parent to agent_settings.notion_drafts_parent_id and template to agent_settings.notion_weekly_template_id. Returns { page_id, url, status:'draft', partial_success? }.

notion_search_pages

Search the connected Notion workspace for pages matching a free-text query. Returns [{ id, title, url }].

pause_campaign

Pause an active campaign — stops dequeueing new actions (in-flight calls finish).

propose_times

Return the n soonest available slots as a flat list — handy for offering a prospect a few concrete times. count is 1-50 (default 3); event_type_id defaults to the connection's default event type; time_zone is an optional IANA string. Returns {data: {eventTypeId, slots: [{start, end?}]}}. Fails with 409 if no calendar is connected.

reject_inbox_draft

Reject a drafted reply so it will not be sent, setting the action's status to 'rejected'. No message is sent. Returns the updated {data: InboxAutopilotAction}. Fails with 404 (draft not found) or 409 (action not in 'draft' status).

reject_proposal

Reject a pending proposal so it will not be launched. Returns the updated {data: SignalProposal (status 'rejected')}. Fails with 409 if the proposal is not pending.

remove_prospects_from_list

Remove prospects from a prospect list by their UUIDs.

restore_campaign

Restore an archived campaign back to draft status.

resume_campaign

Resume a paused campaign — transitions paused → active.

search_prospect_lists

Preview filter results without creating a list — search by titles, countries, industries, employee count, etc.

send_booking_link

Compose the rep's public Cal.com booking link so it can be shared with a prospect. Does NOT call Cal.com. Optionally pass prospect_id for context. Returns {data: {url, username}}. Fails with 409 if no calendar is connected.

send_chat_message

Send a manual reply in an existing Unibox chat. Channel (email/LinkedIn) is inferred from the chat.

send_new_email

Compose and send a brand-new email to any recipient, outside any chat or campaign. Sends from the workspace's connected email account. Use send_chat_message instead to reply within an existing conversation.

set_inbox_autopilot

Set the workspace's inbox autopilot configuration. enabled is the master kill switch (false = do nothing). When enabled, the autopilot reads each inbound email reply, drafts a suggested reply in the rep's voice, and NOTIFIES the user to review/approve it — it NEVER auto-sends; a human approves every reply (via list_inbox_drafts + approve_inbox_draft). mode: 'off' suppresses entirely; 'auto_safe' and 'draft_all' both draft-and-notify (auto-send is disabled in v1). daily_cap is reserved for a future auto-send mode. Returns the saved {data: inboxAutopilot}.

simulate_account_connected

Fire a Unipile account-connected webhook event. Use to test the handler that creates/updates an account record when Unipile finishes connecting.

simulate_account_status

Fire a Unipile account-status webhook. Use to test status changes (OK, CREDENTIALS, ERROR, CONNECTING, STOPPED). Useful for verifying that disconnected accounts are flagged correctly.

simulate_email_tracking

Fire a Unipile mail_opened or mail_link_clicked tracking event. Pass label as 'execution_state_id:node_id' to link the event to a campaign execution and increment open/click counts.

simulate_linkedin_messaging

Fire a Unipile LinkedIn messaging event (message_received, message_read, message_delivered, etc.). Use to test reply detection and campaign execution advancement on LinkedIn.

simulate_new_email

Fire a Unipile mail_received webhook. Use to test inbound email handling — reply detection, chat thread creation, and campaign execution advancement.

simulate_new_relation

Fire a Unipile new_relation event (LinkedIn invitation accepted). Use to test that the connection record is updated and any waiting campaign executions are advanced.

stop_campaign

Stop an active or paused campaign permanently — cannot be resumed.

update_account

Update account sender name, timezone, and working hours.

update_account_rate_limit

Update daily or weekly sending cap for a specific rate-limit row.

update_campaign

Partial update of a campaign — name, description, workflow, lists, accounts, scheduling.

update_campaign_memory

Record/update Max's durable memory for a campaign. Pass a partial 'memory' object (top-level keys merge; send the full array to change decisions/notes). Use it to remember ICP, decisions, and progress per campaign.

update_chat

Update chat metadata — title, read state, archived status, prospect link.

update_organization

Update an organization's fields (partial update).

update_prospect

Update a prospect's fields (partial update).

update_prospect_list

Update a prospect list (only list_name and status are editable).

update_workspace_profile

Create or update workspace profile settings for the authenticated workspace via DigitalCrew API (PUT upsert). Uses the MCP connection Authorization: Bearer token when set.

wait_for_prospect_list

Poll a prospect list (typically Apollo-backed) until its status becomes completed, failed, or cancelled — or the timeout elapses. Use this after apollo_create_list / apollo_add_more so the agent doesn't need to manage polling itself.

Variable

Required

Description

DIGITALCREW_API_BASE_URL

Yes

Base URL of the Digital Crew API (no trailing slash)

MCP_GATEWAY_SECRET

Yes (prod)

Shared secret; callers send X-MCP-Gateway-Key on /mcp and /chat

MCP_ADMIN_GATEWAY_KEY

No

Separate key required for admin tools when ENABLE_ADMIN_TOOLS=true

ALLOW_ENV_TOKEN_FALLBACK

No

Set true only for legacy scripts that cannot send per-request tokens

DIGITALCREW_API_TOKEN or DIGITALCREW_BEARER_TOKEN

No*

Used only when ALLOW_ENV_TOKEN_FALLBACK=true

ENABLE_ADMIN_TOOLS

No

Set true to expose dead-letter / circuit-breaker admin tools

ENABLE_WEBHOOK_SIMULATORS

No

Set true to expose webhook simulation tools (dev/staging only)

CHAT_RATE_LIMIT_PER_MINUTE

No

Per-gateway-key chat limit (default 20)

CHAT_DAILY_REQUEST_CAP

No

Daily OpenRouter call cap per key (default 500)

REDIS_URL

No

Shared dead-letter queue and circuit-breaker state across instances