MCP

Tools reference

Generated reference for Bigmind MCP tool groups, scopes, and tool names.

This reference is generated from the MCP tool registry in Bigmind. It lists the tools Bigmind can expose through MCP, grouped by the same scopes used by OAuth.

#Groups

  • Core — 51 tools, 47 read, 4 write. Default. Default tools for identity, CRM context, meetings, library search, pipeline review, teams, signals, skills, notes, todos, and documents.
  • Lists — 24 tools, 12 read, 12 write. Opt-in. Work with Bigmind Lists and data tables, including rows, columns, cells, and outreach planning data.
  • CRM — 21 tools, 19 read, 2 write. Opt-in. Read account, contact, deal, activity, note, and task context from connected CRM data.
  • Library — 7 tools, 6 read, 1 write. Opt-in. Search and read documents, templates, case studies, and company library knowledge.
  • Meetings — 13 tools, 13 read, 0 write. Opt-in. Access meeting records, transcripts, notes, summaries, scorecards, and meeting-linked CRM context.
  • Pipeline — 5 tools, 5 read, 0 write. Opt-in. Read pipeline opportunities, deal warnings, stages, ownership, and related account context.
  • Team — 4 tools, 4 read, 0 write. Opt-in. Look up organizations, teams, team members, and users visible to the connected account.
  • Signals — 2 tools, 2 read, 0 write. Opt-in. Read account signals and inspect signal details used by Bigmind.
  • Analysis — 7 tools, 7 read, 0 write. Opt-in. Read trackers, categories, and analysis metadata used to organize meeting insights.
  • Library content — 12 tools, 0 read, 12 write. Opt-in. Create and update ICPs, playbooks, products, case studies, and library documents.
  • Document templates — 2 tools, 0 read, 2 write. Opt-in. Create and update document templates with Bigmind editor tokens and AI instructions.
  • Coaching — 15 tools, 4 read, 11 write. Opt-in. List, create, edit, and publish talking points, scorecards, scorecard questions, and playbooks.
  • Analysis config — 13 tools, 5 read, 8 write. Opt-in. List, create, edit, and publish trackers, categories, custom vocabulary, and frameworks.

#Scopes

Every MCP connection receives account.read plus the default tool scopes. Optional groups are requested with the tools query parameter on the MCP URL.

https://api.bigmind.ai/mcp
https://api.bigmind.ai/mcp?tools=lists.read
https://api.bigmind.ai/mcp?tools=lists.write
https://api.bigmind.ai/mcp?tools=library_content.write&tools=library_templates.write&tools=coaching.write&tools=analysis_config.write

#All tools

Core

51 tools. 47 read, 4 write. Included by default. Default tools for identity, CRM context, meetings, library search, pipeline review, teams, signals, skills, notes, todos, and documents.

  • createTodo — Create action item (write)

    Create a todo/action item

    Scopes: tools.default.write

  • describeSignalById — Describe signal by ID (read)

    Get the full definition for a signal by ID, including metadata, schema fields, agent configuration, and AI instructions.

    Scopes: tools.default.read, tools.crm.read, tools.signals.read

  • getAccountForContact — Get account for contact (read)

    Given a contact ID, return the account associated with that contact. Returns the full account object if found, or null if the contact has no associated account.

    Scopes: tools.default.read, tools.crm.read

  • getAccountForDeal — Get account for deal (read)

    Given a deal/opportunity ID, return the account associated with that deal. Returns the full account object if found, or null if the deal has no associated account.

    Scopes: tools.default.read, tools.crm.read

  • getCrmRecordsBySession — Get associated CRM records by session ID (read)

    Get all CRM records (contacts, leads, deals, accounts) associated with a meeting session. This returns the contacts and leads who attended the meeting, plus any linked accounts and deals.

    Scopes: tools.default.read, tools.crm.read, tools.meetings.read

  • getDocumentById — Get document by ID (read)

    Get a specific document (like account plan, pricing, etc.) by its ID. See <documents> for a list of all documents available.

    Scopes: tools.default.read, tools.library.read

  • getMeetingById — Get meeting by ID (read)

    Get a meeting by its ID

    Scopes: tools.default.read, tools.meetings.read

  • getMeetingNotesBySessionId — Get meeting notes by session ID (read)

    Get meeting notes by meeting session ID

    Scopes: tools.default.read, tools.meetings.read

  • getMeetingSessionById — Get meeting session by ID (read)

    Get information about the attendees, participants, and other details for a meeting session by its ID. Use this tool to determine the email address for the attendee (if we have it) to follow up emails, for example.

    Scopes: tools.default.read, tools.meetings.read

  • getMeetingSummaryBySessionId — Get meeting summary by session ID (read)

    Get meeting summary by meeting session ID. Use this tool to get the summary of the meeting to determine the topics discussed, the next steps, and other details.

    Scopes: tools.default.read, tools.meetings.read

  • getMeetingTranscriptBySessionId — Get meeting transcript by session ID (read)

    Get a meeting transcript with speaker names

    Scopes: tools.default.read, tools.meetings.read

  • getPipelineStageSummary — Get pipeline stage summary (read)

    Get deal count and total amount per stage. Optionally filter by Bigmind user IDs and/or year/quarter.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • getSessionsByMeetingId — Get sessions by meeting ID (read)

    Get all meeting sessions for a specific meeting ID

    Scopes: tools.default.read, tools.meetings.read

  • getSessionScorecards — Get session scorecards (read)

    Retrieve all scorecards (with their questions and recorded answers) for a meeting session. If sessionId is not provided, falls back to the current meeting session context. Use this to inspect how a session was scored, which questions are answered or unanswered, and the reasoning behind each answer.

    Scopes: tools.default.read, tools.meetings.read

  • getWarningsForDeals — Get warnings for deals (read)

    Look up stored risks/warnings for a list of deals (opportunity IDs). Returns per-deal warnings with severity, warning text, and reasoning. Use after listing opportunities to identify which deals are at risk.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • listAccountActivities — List account activities (read)

    List recent activities for an account, including emails, events, and meeting sessions. Results are paginated and email bodies are omitted by default to keep responses compact.

    Scopes: tools.default.read, tools.crm.read

  • listAccountContacts — List account contacts (read)

    List all contacts for an account

    Scopes: tools.default.read, tools.crm.read

  • listAccountDocuments — List account documents (read)

    List all documents associated with an account

    Scopes: tools.default.read, tools.crm.read, tools.library.read

  • listAccountOpportunities — List account opportunities (read)

    List all opportunities for an account

    Scopes: tools.default.read, tools.crm.read

  • listAccounts — List accounts (read)

    List CRM accounts owned by Bigmind users. Defaults to the current user. Respects deals/accounts permissions.

    Scopes: tools.default.read, tools.crm.read

  • listCaseStudies — List case studies (read)

    List all case studies

    Scopes: tools.default.read, tools.library.read

  • listCategories — List categories (read)

    List all meeting categories configured for this organization. Categories are used to organize and group similar meetings together. Returns the category ID, name, description, and whether it is restricted to external meetings only.

    Scopes: tools.default.read, tools.analysis.read

  • listCustomAccountFields — List custom account fields (read)

    List all custom fields for an account. These fields will include enriched fields the user has defined to be of interest for accounts. Enriched fields are enriched using third-party services.

    Scopes: tools.default.read, tools.crm.read

  • listDocumentTemplates — List document templates (read)

    List accessible document templates by purpose. Each result includes AI instruction summaries: concise descriptions of the template’s embedded generation directives, including what the agent should research and how specific sections/placeholders should be filled. Use this before writing a document from a template, especially when the template was not already provided in context.

    Scopes: tools.default.read, tools.library.read

  • listEventuals — List eventuals (read)

    List all users who report (directly or indirectly) to a given user — known as their 'eventuals'. Returns user IDs and display names. Defaults to the current user when userId is omitted.

    Scopes: tools.default.read, tools.team.read

  • listLibraryDocuments — List library documents (read)

    List accessible library documents, optionally filtered by document purpose. Use this to discover actual ICPs, product docs, case studies, account plans, playbooks, and other reusable library documents before calling getDocumentById for full content.

    Scopes: tools.default.read, tools.library.read

  • listMeetings — List meetings (read)

    List meetings within a date range with pagination and direction. Includes both meeting sessions and calendar events, along with attendees, participants, and associated CRM records (contacts, accounts, leads, opportunities).

    Scopes: tools.default.read, tools.meetings.read

  • listMeetingsByTrackerIds — List meetings by tracker IDs (read)

    Find meeting sessions where specific trackers (keywords or concepts) were detected. Returns only meeting sessions the current user has permission to access, grouped by session with tracker match details including count and context. Useful for finding meetings where specific topics, objections, or concepts were discussed.

    Scopes: tools.default.read, tools.meetings.read, tools.analysis.read

  • listMyTodos — List my todos (read)

    List todos assigned to the current user across CRM records. Can be scoped to a CRM object, a due-date range, or a direct report.

    Scopes: tools.default.read, tools.crm.read

  • listNotes — List notes (read)

    List user notes across CRM accounts, contacts, deals, and leads, or for a specific CRM object.

    Scopes: tools.default.read, tools.crm.read

  • listOpportunitiesForDirectReports — List opportunities for direct reports (read)

    List opportunities owned by the direct reports of a user (one level down). Defaults to the current user when userId is omitted. Omit stage for all stages.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • listOpportunitiesForEventuals — List opportunities for eventuals (read)

    List opportunities owned by all reports of a user (full org tree, up to 5 levels). Defaults to the current user when userId is omitted. Omit stage for all stages.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • listOpportunitiesForUser — List opportunities for user (read)

    List opportunities owned by a user. Defaults to the current (logged-in) user when userId is omitted. Optionally filter by year/quarter and stage (omit stage for all stages). Use the stage value from crm-pipeline-stages context.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • listSignalsForAccount — List signals for account (read)

    List recent explicit signals detected for a CRM account, including UI event data plus signal metadata and AI instructions.

    Scopes: tools.default.read, tools.crm.read, tools.signals.read

  • listSkills — List skills (read)

    List the skills available to the current Bigmind workspace. Tenant skills override built-in skills with the same name.

    Scopes: tools.default.read

  • listTeamMembers — List team members (read)

    List members of a specific organization team by team ID. Can return only direct members or effective members including descendant teams.

    Scopes: tools.default.read, tools.team.read

  • listTeams — List teams (read)

    List the organization team hierarchy. Returns both a flat teams list and a nested hierarchy, with team IDs, parent/child relationships, direct member counts, and optionally direct member details. Use this to navigate team structure and choose team IDs for team-scoped analysis.

    Scopes: tools.default.read, tools.team.read

  • listTodosBySession — List todos by session ID (read)

    List all action items (todos) associated with a meeting session. Returns todo descriptions, statuses, priorities, and assignee information.

    Scopes: tools.default.read, tools.meetings.read

  • listTrackers — List trackers (read)

    List all trackers configured for this tenant. Keyword and concept trackers are used to automatically detect specific topics, phrases, or concepts mentioned in meetings; manual trackers are added by users. Returns tracker IDs, names, types, keywords/examples, status, capture output instructions, and capture-scope settings.

    Scopes: tools.default.read, tools.analysis.read

  • lookupActivityById — Lookup activity by ID (read)

    Lookup an activity by its ID

    Scopes: tools.default.read, tools.crm.read

  • readSkill — Read skill (read)

    Read a Bigmind skill by name, including its instructions and supporting files.

    Scopes: tools.default.read

  • researchCompanyByDomain — Research company by domain (read)

    Research a company by domain

    Scopes: tools.default.read

  • searchAccounts — Search accounts (read)

    Search CRM accounts by name or domain. Used by the orchestrator to resolve ambiguous account references before routing.

    Scopes: tools.default.read

  • searchCompanyLibrary — Search company library (read)

    Search through company-wide Bigmind documents and shared integration library content. This includes open-access documents, knowledge base articles, connected Confluence/website/library sources, and shared resources. Does NOT include meetings or private user documents.

    Scopes: tools.default.read, tools.library.read

  • searchMyMeetings — Search my meetings (read)

    Search through your own meeting transcripts and summaries. This includes all meetings you have recorded or been the host of. Use this for questions about your past conversations, customer interactions, or meeting content.

    Scopes: tools.default.read, tools.meetings.read

  • searchMyTeamsMeetings — Search my team's meetings (read)

    Search through meeting transcripts and summaries for the meeting owners included in your 'My team's meetings' scope. This follows your meetings permission policy, including selected teams and all-company access when granted.

    Scopes: tools.default.read, tools.meetings.read

  • searchUsers — Search users (read)

    Search for users in the organization by name or email. Returns matching users with their user IDs, names, titles, and roles. Use this to find a specific user's ID before calling other tools like listEventuals.

    Scopes: tools.default.read, tools.team.read

  • updateTodoDueDate — Update todo due date (write)

    Update or clear the due date of a todo assigned to the current user or an allowed direct report.

    Scopes: tools.default.write, tools.crm.write

  • updateTodoStatus — Update todo status (write)

    Update the status of a todo assigned to the current user or an allowed direct report.

    Scopes: tools.default.write, tools.crm.write

  • whoami — Who am I (read)

    Get the connected Bigmind user identity, selected workspace, and granted scopes.

    Scopes: tools.default.read

  • writeDocument — Write document (write)

    Write a document based on a template. Pass the template ID and research notes grouped by template section or AI instruction.

    Scopes: tools.default.write, tools.library.write

Lists

24 tools. 12 read, 12 write. Opt-in with query scopes. Work with Bigmind Lists and data tables, including rows, columns, cells, and outreach planning data.

  • addListColumns — Add list columns (write)

    Add multiple columns to a Bigmind List/data table in one batch.

    Scopes: tools.lists.write

  • addListRows — Add list rows (write)

    Add multiple rows to a Bigmind List/data table in one batch.

    Scopes: tools.lists.write

  • addListTargetablePeople — Add list targetable people (write)

    Add or upsert people into the Targetable People column for rows matched by Targetable Account domain.

    Scopes: tools.lists.write

  • countListRowsByColumnValue — Count list rows by column value (read)

    Count rows in a Bigmind List/data table where one column matches a typed filter.

    Scopes: tools.lists.read, tools.analysis.read

  • createList — Create list (write)

    Create a new Bigmind List/data table.

    Scopes: tools.lists.write

  • deleteList — Delete list (write)

    Delete a Bigmind List/data table.

    Scopes: tools.lists.write

  • deleteListColumn — Delete list column (write)

    Delete a column from a Bigmind List/data table.

    Scopes: tools.lists.write

  • deleteListRows — Delete list rows (write)

    Delete one or more rows from a Bigmind List/data table.

    Scopes: tools.lists.write

  • describeListColumnValues — Describe list column values (read)

    List unique/effective values for one column with counts, ordered by most frequent first.

    Scopes: tools.lists.read, tools.analysis.read

  • findListRowsWhere — Find list rows where (read)

    Find and page through list rows where one column matches a typed filter.

    Scopes: tools.lists.read, tools.analysis.read

  • getList — Get list (read)

    Get basic metadata for a Bigmind List/data table.

    Scopes: tools.lists.read

  • getListColumn — Get list column (read)

    Get one column from a Bigmind List/data table by column ID.

    Scopes: tools.lists.read

  • getListColumns — Get list columns (read)

    Get all columns for a Bigmind List/data table.

    Scopes: tools.lists.read

  • getListRowByIndex — Get list row by index (read)

    Get a row from a Bigmind List/data table by zero-based display/index order.

    Scopes: tools.lists.read

  • getListRows — Get list rows (read)

    Get one or more rows from a Bigmind List/data table by row ID.

    Scopes: tools.lists.read

  • getListRowsByColumnValue — Get list rows by column value (read)

    Find rows in a Bigmind List/data table by matching a typed column value without returning the whole list.

    Scopes: tools.lists.read

  • getListSummary — Get list summary (read)

    Get a compact Bigmind List/data table summary, including column count, row count, first row ID, and last row ID.

    Scopes: tools.lists.read

  • listLists — List lists (read)

    List all Bigmind Lists/data tables available to the current user.

    Scopes: tools.lists.read

  • queryListTargetablePeople — Query list targetable people (read)

    Search and page through people inside a Targetable People column, optionally filtered by target flag, persona, contactability, or text.

    Scopes: tools.lists.read, tools.analysis.read

  • removeListTargetablePeople — Remove list targetable people (write)

    Remove people from the Targetable People column for rows matched by Targetable Account domain.

    Scopes: tools.lists.write

  • reorderListColumns — Reorder list columns (write)

    Set the display order of columns in a Bigmind List/data table.

    Scopes: tools.lists.write

  • updateListCells — Update list cells (write)

    Update multiple cells in a Bigmind List/data table in one batch.

    Scopes: tools.lists.write

  • updateListColumn — Update list column (write)

    Update a column in a Bigmind List/data table.

    Scopes: tools.lists.write

  • updateListTargetablePeople — Update list targetable people (write)

    Update existing people in the Targetable People column for rows matched by Targetable Account domain.

    Scopes: tools.lists.write

CRM

21 tools. 19 read, 2 write. Opt-in with query scopes. Read account, contact, deal, activity, note, and task context from connected CRM data.

  • describeSignalById — Describe signal by ID (read)

    Get the full definition for a signal by ID, including metadata, schema fields, agent configuration, and AI instructions.

    Scopes: tools.default.read, tools.crm.read, tools.signals.read

  • getAccountForContact — Get account for contact (read)

    Given a contact ID, return the account associated with that contact. Returns the full account object if found, or null if the contact has no associated account.

    Scopes: tools.default.read, tools.crm.read

  • getAccountForDeal — Get account for deal (read)

    Given a deal/opportunity ID, return the account associated with that deal. Returns the full account object if found, or null if the deal has no associated account.

    Scopes: tools.default.read, tools.crm.read

  • getCrmRecordsBySession — Get associated CRM records by session ID (read)

    Get all CRM records (contacts, leads, deals, accounts) associated with a meeting session. This returns the contacts and leads who attended the meeting, plus any linked accounts and deals.

    Scopes: tools.default.read, tools.crm.read, tools.meetings.read

  • getPipelineStageSummary — Get pipeline stage summary (read)

    Get deal count and total amount per stage. Optionally filter by Bigmind user IDs and/or year/quarter.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • getWarningsForDeals — Get warnings for deals (read)

    Look up stored risks/warnings for a list of deals (opportunity IDs). Returns per-deal warnings with severity, warning text, and reasoning. Use after listing opportunities to identify which deals are at risk.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • listAccountActivities — List account activities (read)

    List recent activities for an account, including emails, events, and meeting sessions. Results are paginated and email bodies are omitted by default to keep responses compact.

    Scopes: tools.default.read, tools.crm.read

  • listAccountContacts — List account contacts (read)

    List all contacts for an account

    Scopes: tools.default.read, tools.crm.read

  • listAccountDocuments — List account documents (read)

    List all documents associated with an account

    Scopes: tools.default.read, tools.crm.read, tools.library.read

  • listAccountOpportunities — List account opportunities (read)

    List all opportunities for an account

    Scopes: tools.default.read, tools.crm.read

  • listAccounts — List accounts (read)

    List CRM accounts owned by Bigmind users. Defaults to the current user. Respects deals/accounts permissions.

    Scopes: tools.default.read, tools.crm.read

  • listCustomAccountFields — List custom account fields (read)

    List all custom fields for an account. These fields will include enriched fields the user has defined to be of interest for accounts. Enriched fields are enriched using third-party services.

    Scopes: tools.default.read, tools.crm.read

  • listMyTodos — List my todos (read)

    List todos assigned to the current user across CRM records. Can be scoped to a CRM object, a due-date range, or a direct report.

    Scopes: tools.default.read, tools.crm.read

  • listNotes — List notes (read)

    List user notes across CRM accounts, contacts, deals, and leads, or for a specific CRM object.

    Scopes: tools.default.read, tools.crm.read

  • listOpportunitiesForDirectReports — List opportunities for direct reports (read)

    List opportunities owned by the direct reports of a user (one level down). Defaults to the current user when userId is omitted. Omit stage for all stages.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • listOpportunitiesForEventuals — List opportunities for eventuals (read)

    List opportunities owned by all reports of a user (full org tree, up to 5 levels). Defaults to the current user when userId is omitted. Omit stage for all stages.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • listOpportunitiesForUser — List opportunities for user (read)

    List opportunities owned by a user. Defaults to the current (logged-in) user when userId is omitted. Optionally filter by year/quarter and stage (omit stage for all stages). Use the stage value from crm-pipeline-stages context.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • listSignalsForAccount — List signals for account (read)

    List recent explicit signals detected for a CRM account, including UI event data plus signal metadata and AI instructions.

    Scopes: tools.default.read, tools.crm.read, tools.signals.read

  • lookupActivityById — Lookup activity by ID (read)

    Lookup an activity by its ID

    Scopes: tools.default.read, tools.crm.read

  • updateTodoDueDate — Update todo due date (write)

    Update or clear the due date of a todo assigned to the current user or an allowed direct report.

    Scopes: tools.default.write, tools.crm.write

  • updateTodoStatus — Update todo status (write)

    Update the status of a todo assigned to the current user or an allowed direct report.

    Scopes: tools.default.write, tools.crm.write

Library

7 tools. 6 read, 1 write. Opt-in with query scopes. Search and read documents, templates, case studies, and company library knowledge.

  • getDocumentById — Get document by ID (read)

    Get a specific document (like account plan, pricing, etc.) by its ID. See <documents> for a list of all documents available.

    Scopes: tools.default.read, tools.library.read

  • listAccountDocuments — List account documents (read)

    List all documents associated with an account

    Scopes: tools.default.read, tools.crm.read, tools.library.read

  • listCaseStudies — List case studies (read)

    List all case studies

    Scopes: tools.default.read, tools.library.read

  • listDocumentTemplates — List document templates (read)

    List accessible document templates by purpose. Each result includes AI instruction summaries: concise descriptions of the template’s embedded generation directives, including what the agent should research and how specific sections/placeholders should be filled. Use this before writing a document from a template, especially when the template was not already provided in context.

    Scopes: tools.default.read, tools.library.read

  • listLibraryDocuments — List library documents (read)

    List accessible library documents, optionally filtered by document purpose. Use this to discover actual ICPs, product docs, case studies, account plans, playbooks, and other reusable library documents before calling getDocumentById for full content.

    Scopes: tools.default.read, tools.library.read

  • searchCompanyLibrary — Search company library (read)

    Search through company-wide Bigmind documents and shared integration library content. This includes open-access documents, knowledge base articles, connected Confluence/website/library sources, and shared resources. Does NOT include meetings or private user documents.

    Scopes: tools.default.read, tools.library.read

  • writeDocument — Write document (write)

    Write a document based on a template. Pass the template ID and research notes grouped by template section or AI instruction.

    Scopes: tools.default.write, tools.library.write

Meetings

13 tools. 13 read, 0 write. Opt-in with query scopes. Access meeting records, transcripts, notes, summaries, scorecards, and meeting-linked CRM context.

  • getCrmRecordsBySession — Get associated CRM records by session ID (read)

    Get all CRM records (contacts, leads, deals, accounts) associated with a meeting session. This returns the contacts and leads who attended the meeting, plus any linked accounts and deals.

    Scopes: tools.default.read, tools.crm.read, tools.meetings.read

  • getMeetingById — Get meeting by ID (read)

    Get a meeting by its ID

    Scopes: tools.default.read, tools.meetings.read

  • getMeetingNotesBySessionId — Get meeting notes by session ID (read)

    Get meeting notes by meeting session ID

    Scopes: tools.default.read, tools.meetings.read

  • getMeetingSessionById — Get meeting session by ID (read)

    Get information about the attendees, participants, and other details for a meeting session by its ID. Use this tool to determine the email address for the attendee (if we have it) to follow up emails, for example.

    Scopes: tools.default.read, tools.meetings.read

  • getMeetingSummaryBySessionId — Get meeting summary by session ID (read)

    Get meeting summary by meeting session ID. Use this tool to get the summary of the meeting to determine the topics discussed, the next steps, and other details.

    Scopes: tools.default.read, tools.meetings.read

  • getMeetingTranscriptBySessionId — Get meeting transcript by session ID (read)

    Get a meeting transcript with speaker names

    Scopes: tools.default.read, tools.meetings.read

  • getSessionsByMeetingId — Get sessions by meeting ID (read)

    Get all meeting sessions for a specific meeting ID

    Scopes: tools.default.read, tools.meetings.read

  • getSessionScorecards — Get session scorecards (read)

    Retrieve all scorecards (with their questions and recorded answers) for a meeting session. If sessionId is not provided, falls back to the current meeting session context. Use this to inspect how a session was scored, which questions are answered or unanswered, and the reasoning behind each answer.

    Scopes: tools.default.read, tools.meetings.read

  • listMeetings — List meetings (read)

    List meetings within a date range with pagination and direction. Includes both meeting sessions and calendar events, along with attendees, participants, and associated CRM records (contacts, accounts, leads, opportunities).

    Scopes: tools.default.read, tools.meetings.read

  • listMeetingsByTrackerIds — List meetings by tracker IDs (read)

    Find meeting sessions where specific trackers (keywords or concepts) were detected. Returns only meeting sessions the current user has permission to access, grouped by session with tracker match details including count and context. Useful for finding meetings where specific topics, objections, or concepts were discussed.

    Scopes: tools.default.read, tools.meetings.read, tools.analysis.read

  • listTodosBySession — List todos by session ID (read)

    List all action items (todos) associated with a meeting session. Returns todo descriptions, statuses, priorities, and assignee information.

    Scopes: tools.default.read, tools.meetings.read

  • searchMyMeetings — Search my meetings (read)

    Search through your own meeting transcripts and summaries. This includes all meetings you have recorded or been the host of. Use this for questions about your past conversations, customer interactions, or meeting content.

    Scopes: tools.default.read, tools.meetings.read

  • searchMyTeamsMeetings — Search my team's meetings (read)

    Search through meeting transcripts and summaries for the meeting owners included in your 'My team's meetings' scope. This follows your meetings permission policy, including selected teams and all-company access when granted.

    Scopes: tools.default.read, tools.meetings.read

Pipeline

5 tools. 5 read, 0 write. Opt-in with query scopes. Read pipeline opportunities, deal warnings, stages, ownership, and related account context.

  • getPipelineStageSummary — Get pipeline stage summary (read)

    Get deal count and total amount per stage. Optionally filter by Bigmind user IDs and/or year/quarter.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • getWarningsForDeals — Get warnings for deals (read)

    Look up stored risks/warnings for a list of deals (opportunity IDs). Returns per-deal warnings with severity, warning text, and reasoning. Use after listing opportunities to identify which deals are at risk.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • listOpportunitiesForDirectReports — List opportunities for direct reports (read)

    List opportunities owned by the direct reports of a user (one level down). Defaults to the current user when userId is omitted. Omit stage for all stages.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • listOpportunitiesForEventuals — List opportunities for eventuals (read)

    List opportunities owned by all reports of a user (full org tree, up to 5 levels). Defaults to the current user when userId is omitted. Omit stage for all stages.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

  • listOpportunitiesForUser — List opportunities for user (read)

    List opportunities owned by a user. Defaults to the current (logged-in) user when userId is omitted. Optionally filter by year/quarter and stage (omit stage for all stages). Use the stage value from crm-pipeline-stages context.

    Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

Team

4 tools. 4 read, 0 write. Opt-in with query scopes. Look up organizations, teams, team members, and users visible to the connected account.

  • listEventuals — List eventuals (read)

    List all users who report (directly or indirectly) to a given user — known as their 'eventuals'. Returns user IDs and display names. Defaults to the current user when userId is omitted.

    Scopes: tools.default.read, tools.team.read

  • listTeamMembers — List team members (read)

    List members of a specific organization team by team ID. Can return only direct members or effective members including descendant teams.

    Scopes: tools.default.read, tools.team.read

  • listTeams — List teams (read)

    List the organization team hierarchy. Returns both a flat teams list and a nested hierarchy, with team IDs, parent/child relationships, direct member counts, and optionally direct member details. Use this to navigate team structure and choose team IDs for team-scoped analysis.

    Scopes: tools.default.read, tools.team.read

  • searchUsers — Search users (read)

    Search for users in the organization by name or email. Returns matching users with their user IDs, names, titles, and roles. Use this to find a specific user's ID before calling other tools like listEventuals.

    Scopes: tools.default.read, tools.team.read

Signals

2 tools. 2 read, 0 write. Opt-in with query scopes. Read account signals and inspect signal details used by Bigmind.

  • describeSignalById — Describe signal by ID (read)

    Get the full definition for a signal by ID, including metadata, schema fields, agent configuration, and AI instructions.

    Scopes: tools.default.read, tools.crm.read, tools.signals.read

  • listSignalsForAccount — List signals for account (read)

    List recent explicit signals detected for a CRM account, including UI event data plus signal metadata and AI instructions.

    Scopes: tools.default.read, tools.crm.read, tools.signals.read

Analysis

7 tools. 7 read, 0 write. Opt-in with query scopes. Read trackers, categories, and analysis metadata used to organize meeting insights.

  • countListRowsByColumnValue — Count list rows by column value (read)

    Count rows in a Bigmind List/data table where one column matches a typed filter.

    Scopes: tools.lists.read, tools.analysis.read

  • describeListColumnValues — Describe list column values (read)

    List unique/effective values for one column with counts, ordered by most frequent first.

    Scopes: tools.lists.read, tools.analysis.read

  • findListRowsWhere — Find list rows where (read)

    Find and page through list rows where one column matches a typed filter.

    Scopes: tools.lists.read, tools.analysis.read

  • listCategories — List categories (read)

    List all meeting categories configured for this organization. Categories are used to organize and group similar meetings together. Returns the category ID, name, description, and whether it is restricted to external meetings only.

    Scopes: tools.default.read, tools.analysis.read

  • listMeetingsByTrackerIds — List meetings by tracker IDs (read)

    Find meeting sessions where specific trackers (keywords or concepts) were detected. Returns only meeting sessions the current user has permission to access, grouped by session with tracker match details including count and context. Useful for finding meetings where specific topics, objections, or concepts were discussed.

    Scopes: tools.default.read, tools.meetings.read, tools.analysis.read

  • listTrackers — List trackers (read)

    List all trackers configured for this tenant. Keyword and concept trackers are used to automatically detect specific topics, phrases, or concepts mentioned in meetings; manual trackers are added by users. Returns tracker IDs, names, types, keywords/examples, status, capture output instructions, and capture-scope settings.

    Scopes: tools.default.read, tools.analysis.read

  • queryListTargetablePeople — Query list targetable people (read)

    Search and page through people inside a Targetable People column, optionally filtered by target flag, persona, contactability, or text.

    Scopes: tools.lists.read, tools.analysis.read

Library content

12 tools. 0 read, 12 write. Opt-in with query scopes. Create and update ICPs, playbooks, products, case studies, and library documents.

  • createCaseStudy — Create case study (write)

    Create a case study library document using Bigmind editor-compatible HTML.

    Scopes: tools.library_content.write

  • createIcp — Create ICP (write)

    Create an ideal customer profile library document using Bigmind editor-compatible HTML.

    Scopes: tools.library_content.write

  • createLibraryDocument — Create library document (write)

    Create a general Bigmind library document. Prefer the specific ICP, case study, product, and playbook tools when the document has one of those purposes.

    Scopes: tools.library_content.write

  • createPlaybook — Create playbook (write)

    Create a playbook library document. The saved HTML preserves Bigmind playbookResources metadata for linked ICPs, products, case studies, and frameworks.

    Scopes: tools.library_content.write

  • createProduct — Create product (write)

    Create a product library document using Bigmind editor-compatible HTML.

    Scopes: tools.library_content.write

  • createProductFamily — Create product family (write)

    Create a product family library document using Bigmind editor-compatible HTML.

    Scopes: tools.library_content.write

  • updateCaseStudy — Update case study (write)

    Update an existing case study library document.

    Scopes: tools.library_content.write

  • updateIcp — Update ICP (write)

    Update an existing ideal customer profile library document.

    Scopes: tools.library_content.write

  • updateLibraryDocument — Update library document (write)

    Update a general Bigmind library document. Prefer the specific ICP, case study, product, and playbook tools when applicable.

    Scopes: tools.library_content.write

  • updatePlaybook — Update playbook (write)

    Update an existing playbook library document while preserving Bigmind playbook resource metadata.

    Scopes: tools.library_content.write

  • updateProduct — Update product (write)

    Update an existing product library document.

    Scopes: tools.library_content.write

  • updateProductFamily — Update product family (write)

    Update an existing product family library document.

    Scopes: tools.library_content.write

Document templates

2 tools. 0 read, 2 write. Opt-in with query scopes. Create and update document templates with Bigmind editor tokens and AI instructions.

  • createDocumentTemplate — Create document template (write)

    Create a Bigmind document template with editor-compatible HTML and optional AI instruction metadata.

    Scopes: tools.library_templates.write

  • updateDocumentTemplate — Update document template (write)

    Update an existing Bigmind document template.

    Scopes: tools.library_templates.write

Coaching

15 tools. 4 read, 11 write. Opt-in with query scopes. List, create, edit, and publish talking points, scorecards, scorecard questions, and playbooks.

  • createScorecard — Create scorecard (write)

    Create a Bigmind scorecard draft.

    Scopes: tools.coaching.write

  • createScorecardQuestion — Create scorecard question (write)

    Create a question in a scorecard draft staged settings.

    Scopes: tools.coaching.write

  • createTalkingPointQuestion — Create talking point question (write)

    Create a question inside a talking point template section.

    Scopes: tools.coaching.write

  • createTalkingPoints — Create talking points (write)

    Create a Bigmind talking point template.

    Scopes: tools.coaching.write

  • createTalkingPointSection — Create talking point section (write)

    Create a section inside a talking point template.

    Scopes: tools.coaching.write

  • getScorecardDraft — Get scorecard draft (read)

    Get a scorecard including its staged draft settings and questions.

    Scopes: tools.coaching.read

  • getTalkingPoints — Get talking points (read)

    Get a talking point template with its sections and questions.

    Scopes: tools.coaching.read

  • listScorecards — List scorecards (read)

    List Bigmind scorecard configurations.

    Scopes: tools.coaching.read

  • listTalkingPoints — List talking points (read)

    List talking point templates configured in Bigmind.

    Scopes: tools.coaching.read

  • publishScorecard — Publish scorecard (write)

    Publish the current staged scorecard settings. This activates the scorecard and makes staged questions/settings live.

    Scopes: tools.coaching.write

  • updateScorecardDraft — Update scorecard draft (write)

    Update scorecard top-level fields and staged settings. Call publishScorecard to publish staged settings.

    Scopes: tools.coaching.write

  • updateScorecardQuestion — Update scorecard question (write)

    Update a question in scorecard staged settings.

    Scopes: tools.coaching.write

  • updateTalkingPointQuestion — Update talking point question (write)

    Update a question inside a talking point template.

    Scopes: tools.coaching.write

  • updateTalkingPoints — Update talking points (write)

    Update a Bigmind talking point template.

    Scopes: tools.coaching.write

  • updateTalkingPointSection — Update talking point section (write)

    Update a section inside a talking point template.

    Scopes: tools.coaching.write

Analysis config

13 tools. 5 read, 8 write. Opt-in with query scopes. List, create, edit, and publish trackers, categories, custom vocabulary, and frameworks.

  • createCategory — Create category (write)

    Create a meeting category using the same configuration shape as the Bigmind UI.

    Scopes: tools.analysis_config.write

  • createCustomVocabulary — Create custom vocabulary (write)

    Create a custom vocabulary term for transcription and summarization.

    Scopes: tools.analysis_config.write

  • createFramework — Create framework (write)

    Create a sales framework with UI-compatible components, tracker links, and CRM field mappings.

    Scopes: tools.analysis_config.write

  • createTracker — Create tracker (write)

    Create a Bigmind tracker configuration for keyword, concept, or manual meeting tracking.

    Scopes: tools.analysis_config.write

  • getCategory — Get category (read)

    Get one meeting category configuration by ID.

    Scopes: tools.analysis_config.read

  • getFramework — Get framework (read)

    Get a sales framework configuration by ID.

    Scopes: tools.analysis_config.read

  • getTracker — Get tracker (read)

    Get one tracker configuration by ID.

    Scopes: tools.analysis_config.read

  • listCustomVocabulary — List custom vocabulary (read)

    List custom vocabulary terms configured for the organization.

    Scopes: tools.analysis_config.read

  • listFrameworkTemplates — List framework templates (read)

    List built-in framework templates that can guide framework creation.

    Scopes: tools.analysis_config.read

  • updateCategory — Update category (write)

    Update an existing meeting category.

    Scopes: tools.analysis_config.write

  • updateCustomVocabulary — Update custom vocabulary (write)

    Update a custom vocabulary term.

    Scopes: tools.analysis_config.write

  • updateFramework — Update framework (write)

    Update an existing sales framework.

    Scopes: tools.analysis_config.write

  • updateTracker — Update tracker (write)

    Update an existing Bigmind tracker configuration.

    Scopes: tools.analysis_config.write

Updated 6/17/2026