Tools reference

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 — 69 tools, 58 read, 11 write. Default. Default tools for identity, CRM context, meetings, library search, pipeline review, teams, signals, skills, notes, todos, and documents.
Lists — 36 tools, 18 read, 18 write. Opt-in. Work with Bigmind Lists and data tables, including rows, columns, cells, and outreach planning data.
Campaigns — 16 tools, 9 read, 7 write. Opt-in. Configure campaign drafts, inspect bounded previews, supply sequences, edit unsent emails, or remove account sequences from active campaigns. Starting campaigns and full-audience generation remain UI-only.
CRM — 33 tools, 28 read, 5 write. Opt-in. Read CRM context and inspect or update evidence-backed Deal and Account Framework assessments.
CRM schema — 1 tool, 1 read, 0 write. Opt-in. Inspect connected CRM objects and fields, including types, identity fields, picklists, and references.
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 — 8 tools, 8 read, 0 write. Opt-in. Discover pipeline views and review opportunities, warnings, activity, configured CRM fields, and Deal or Account Framework assessments.
Team — 4 tools, 4 read, 0 write. Opt-in. Look up organizations, teams, team members, and users visible to the connected account.
Signals — 5 tools, 3 read, 2 write. Opt-in. Read account and contact signals, create signal events with CRM or custom identities, inspect signal details, and configure workspace signal definitions.
Analysis — 8 tools, 8 read, 0 write. Opt-in. Read trackers, categories, and analysis metadata used to organize meeting insights.
Library content — 21 tools, 0 read, 21 write. Opt-in. Create and update ICPs, playbooks, products, case studies, battlecards, and library documents; create, rename, move, duplicate, delete, and change access to library folders.
Document templates — 2 tools, 0 read, 2 write. Opt-in. Create and update document templates with Bigmind editor tokens and AI instructions.
Coaching — 20 tools, 6 read, 14 write. Opt-in. List, create, edit, and delete coaching simulations; list, create, edit, and publish talking points, scorecards, scorecard questions, and playbooks.
Analysis config — 14 tools, 6 read, 8 write. Opt-in. List, create, and edit trackers, categories, custom vocabulary, and Deal or Account Framework configurations.
Development — 1 tool, 0 read, 1 write. Opt-in. Create, edit, build, and publish hosted mini apps and custom tools, and configure workspace signal definitions.

#Scopes

Every MCP connection receives account.read plus the default tool scopes. Optional groups are selected after choosing a workspace during connection and granted only to that connection.

When connecting an MCP client, first choose your workspace, then choose optional tool groups and their access levels. These permissions apply only to that connection. Reconnect to choose different permissions.

#All tools

Core

69 tools. 58 read, 11 write. Included by default. Default tools for identity, CRM context, meetings, library search, pipeline review, teams, signals, skills, notes, todos, and documents.

actOnInboxItem — Act on Inbox item (write)

Marks, dismisses, snoozes, completes, reopens, or creates a follow-up from a unified Inbox item.

Scopes: tools.default.write, tools.crm.write
createBattlecard — Create battlecard (write)

Create a competitive battlecard using Bigmind editor-compatible HTML.

Scopes: tools.default.write, tools.library_content.write
createCompetitor — Create competitor (write)

Create a first-class competitor profile library document.

Scopes: tools.default.write, tools.library_content.write
createTodo — Create action item (write)

Create a todo/action item in Bigmind. The todo may be synced to a connected CRM and may emit configured todo-created webhooks.

Scopes: tools.default.write
describeSignalById — Describe signal by ID (read)

Get the full definition for a signal by ID. Returns metadata, schema fields, agent configuration, and any workspace-authored AI guidance in aiInstructions, which can be surfaced or summarized for the user.

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
getAutomation — Get automation (read)

Get a Bigmind automation by ID.

Scopes: tools.default.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 and its first-class evidence sources by ID. Inline [n] markers in content resolve against the returned sources.

Scopes: tools.default.read, tools.library.read
getListColumns — Get list columns (read)

Get every column in a Bigmind List/data table. Returns compact ID, name, type, and source fields by default; request the full projection only when complete column definitions or configuration are needed.

Scopes: tools.default.read, tools.lists.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 active stored risks/warnings for a list of deals (opportunity IDs). Returns per-deal warnings with severity, warning text, reasoning, lifecycle status, stable identity, and observation/checkpoint timestamps. Use after listing opportunities to identify which deals are at risk.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
groupPipelineView — Group pipeline view (read)

Group opportunities in an active pipeline view by stage, owner, or a custom deal/account CRM field activated on that view. Returns deal and amount totals plus warning totals per group.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
listAccountActivities — List account activities (read)

Browse recent activities for an account. For focused synthesis across linked content, searchAccountActivities is also available with explicit activityTypes. Includes Slack conversations and their messages, 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
listAutomations — List automations (read)

List automations visible to the current Bigmind workspace. By default returns the active set that can fire; include paused/inactive rows for settings cleanup.

Scopes: tools.default.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 tenant and global document templates by purpose. Each result includes AI instruction summaries and a content preview. Use this to select a template, then read the selected template with getDocumentById before authoring. Pass its ID to the purpose-specific create tool when one exists; use writeDocument only when no specific tool applies.

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
listInboxItems — List Inbox items (read)

Lists the current user’s unified Inbox across todos, outreach, signals, notifications, and daily briefs.

Scopes: tools.default.read, tools.crm.read
listLibraryDocuments — List library documents (read)

List accessible library documents and folders. To find a folder by name, pass type=folder and query. To browse it, pass its ID as parentId and type=all; repeat for subfolders. Folder IDs also appear in /library/documents/folders/{id} URLs. Omit parentId to search across the library, or pass null for root items. Use offset to page through results, and getDocumentById to read document content. Public folders are shared within your organization; private items remain subject to their own access permissions.

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 keyword, concept, competition, or product feedback trackers were captured. Returns only accessible meeting sessions, grouped by session with tracker match counts and context.

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
listPipelineViews — List pipeline views (read)

List active pipeline views for a user, exact user selection, team, or all permitted users. Returns the resolved default, stages, Default playbook, the Deal-only default Sales framework, ordered columns, selected Deal or Account framework assessment columns, configured Account signal columns, and groupable custom CRM fields.

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. Returns UI event data, traceable Bigmind links, signal metadata, and any workspace-authored AI guidance in metadata.aiInstructions, which can be surfaced or summarized for the user.

Scopes: tools.default.read, tools.crm.read, tools.signals.read
listSignalsForContact — List signals for contact (read)

List recent signals for a CRM contact, including event data, traceable Bigmind links, signal metadata, and workspace-authored AI guidance in metadata.aiInstructions.

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, concept, competition, and product feedback trackers run automatically; manual trackers are added by users. Competition and product feedback trackers may optionally write cited findings to library documents.

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
queryPipelineView — Query pipeline view (read)

Query opportunities exactly within an active pipeline view for a user, exact user selection, or hierarchical team scope. Returns totals, stage cards, paginated deals, warnings, activity, playbook compatibility data, configured CRM columns, configured recent Account signals, and frameworkAssessments for the default Deal framework plus selected Deal or associated Account framework columns.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
readAutomation — Read automation (read)

Read a Bigmind automation by ID. Alias of getAutomation for document-style MCP clients.

Scopes: tools.default.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 using sourced public-web search and return a summary with sources.

Scopes: tools.default.read
searchAccountActivities — Research account activities (read)

Answer a question from activities linked to a CRM account. Requires explicit activityTypes: meetings, calendarEvents, emails, slack, or whatsapp. Reads linked content without embeddings; returns cited research and per-type coverage and pagination. Use searchAccounts to resolve the account ID first.

Scopes: tools.default.read, tools.crm.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 company-wide Bigmind documents and shared integration library content. Returns an answer and ordered source records from open-access documents, knowledge base articles, connected Confluence, website, and library sources, and shared resources. Excludes meetings and private user documents.

Scopes: tools.default.read, tools.library.read
searchDealActivities — Research deal activities (read)

Answer a question from activities linked directly to a CRM deal. Requires explicit activityTypes: meetings, calendarEvents, emails, slack, or whatsapp. Reads linked content without embeddings; returns cited research and per-type coverage and pagination. Does not expand to the account history or other deals.

Scopes: tools.default.read, tools.crm.read
searchMyMeetings — Search my meetings (read)

Search your own meeting transcripts and summaries. Returns an answer and ordered source records from meetings you recorded or hosted. Verify customer and session relevance before attributing facts; query text does not enforce CRM account scope.

Scopes: tools.default.read, tools.meetings.read
searchMyTeamsMeetings — Search my team's meetings (read)

Search meeting transcripts and summaries for meeting owners in your 'My team's meetings' scope. Returns an answer and ordered source records allowed by your meetings permission policy, including selected teams and all-company access when granted. Verify customer and session relevance before attributing facts; query text does not enforce CRM account scope.

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
updateAutomation — Update automation (write)

Update a Bigmind automation. Editing a global automation saves or updates the workspace override when one exists, matching the app behavior. Config edits are saved as staged drafts unless publishStaged is true.

Scopes: tools.default.write
updateBattlecard — Update battlecard (write)

Update an existing competitive battlecard when no document editor is active. For a partial edit to the currently open document, use editDocumentContent.

Scopes: tools.default.write, tools.library_content.write
updateCompetitor — Update competitor (write)

Update an existing first-class competitor profile when no document editor is active. For a partial edit to the currently open document, use editDocumentContent.

Scopes: tools.default.write, tools.library_content.write
updateSkill — Update skill (write)

Update a Bigmind workspace skill by name. Updating a built-in skill creates or updates the tenant override. Omitted fields keep their current values.

Scopes: tools.default.write
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. The change may be synced to a connected CRM and may emit configured todo-updated webhooks.

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. The change may be synced to a connected CRM and may emit configured todo-updated webhooks.

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)

Generate a document from a template and research notes, create it as a restricted document in the connected Bigmind workspace, and emit configured document-generated webhooks when enabled. Returns a success status, message, document ID, title, and generated content.

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

Lists

36 tools. 18 read, 18 write. Choose access during the MCP connection flow. 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
createListImportUploadUrl — Lists - Create import upload URL (write)

Create a signed upload URL for a .csv, .jsonl, or .ndjson file. PUT the raw file bytes to uploadUrl within expiresInSeconds (15 minutes), using the returned contentType. Keep objectKey for previewListImportCSV and importListCSV, importListCSVRows, or importListJSONL. The upload belongs to the connected user and workspace. This tool does not upload local files itself; use an HTTP-capable client to PUT the file. Do not send file contents as tool arguments.

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 every column in a Bigmind List/data table. Returns compact ID, name, type, and source fields by default; request the full projection only when complete column definitions or configuration are needed.

Scopes: tools.default.read, 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
getListRowsByColumnValues — Batch find list rows (read)

Match up to 25 queries against a list column in one call, returning a separate result for each queryId.

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
importListCSV — Lists - Import CSV as a new list (write)

Create a new list from an uploaded CSV. Pass objectKey from createListImportUploadUrl and the CSV filename, with optional folderId. Use previewListImportCSV first and supply mappings for typed columns, account name/domain, or person fields. entityType defaults to accounts. Omitting mappings imports all columns as text. People imports group people by account domain. Returns the created list and its columns. The uploaded file is consumed; upload it again before retrying.

Scopes: tools.lists.write
importListCSVRows — Lists - Import CSV into an existing list (write)

Import uploaded CSV rows into tableId. Inspect the list columns and previewListImportCSV first, then map sourceIndex values to destination column IDs. Choose append or match-account-domain; matching supports per-column fill-empty/overwrite policies and addUnmatchedRows. People imports require account-domain matching. applyAudienceChanges defaults to false; enable only when intending to update active campaign audiences. Existing campaign edit guards apply. The uploaded file is consumed; upload it again before retrying.

Scopes: tools.lists.write
importListJSONL — Lists - Import JSONL as a new list (write)

Restore a Bigmind list export uploaded using createListImportUploadUrl as a new list, optionally in folderId. Supports .jsonl and .ndjson in the Bigmind version 3 export format: a bigmind.list.export metadata line containing table and schema, followed by row records. Arbitrary JSON objects are not supported. Returns the created list and columns. The uploaded file is consumed; upload it again before retrying.

Scopes: tools.lists.write
listListColumnActions — List list-column actions (read)

List the platform and connected-integration actions that can be configured on list columns.

Scopes: tools.lists.read
listListEnrichmentTools — List enrichment tools (read)

Discover connected enrichment tools and input formats before adding or updating an api list column. Set source.type="api" and source.call.type="enrichment". Copy enrichment_id and action_id into source.call; put parameters in source.call.inputs. Text inputs accept Liquid column and table variables.

Scopes: tools.lists.read
listLists — List lists (read)

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

Scopes: tools.lists.read
listListViews — List list views (read)

List the saved Accounts and People views for a Bigmind List, including filters, sorting, grouping, and column order.

Scopes: tools.lists.read
previewListImportCSV — Lists - Preview CSV import (read)

Preview an uploaded CSV using objectKey from createListImportUploadUrl. Returns indexed headers, samples, suggested mappings, up to five preview rows, and the row count. Choose entityType accounts or people. Review these mappings before importing; sourceIndex is zero-based. The uploaded file is retained for import.

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
queryListView — Query list view (read)

Query Accounts or People using the same compound column filters and sorting stored by the Lists UI.

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
runListRow — Run list row (write)

Run the configured columns of one list row and show all row fields in a streaming chat card.

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
updateListExecutionSettings — Update list execution settings (write)

Update automatic execution behavior for 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

Campaigns

16 tools. 9 read, 7 write. Choose access during the MCP connection flow. Configure campaign drafts, inspect bounded previews, supply sequences, edit unsent emails, or remove account sequences from active campaigns. Starting campaigns and full-audience generation remain UI-only.

cancelOutreachCampaignTestPreview — Cancel outreach campaign test preview (write)

Cancel an in-progress or prepared test preview and clear only its generated preview rows.

Scopes: tools.campaigns.write
createOutreachCampaignDraft — Create outreach campaign draft (write)

Create an outreach campaign in setup status. This cannot publish, start, send, or generate a full-audience sequence plan.

Scopes: tools.campaigns.write
generateOutreachCampaignTestPreview — Generate outreach campaign test preview (write)

Generate sequences only for an explicit test pool of 1 to 5 list rows. The operation is fail-closed against full-audience generation and cannot start or send the campaign.

Scopes: tools.campaigns.write
getOutreachCampaign — Get outreach campaign (read)

Get one outreach campaign configuration, status, preview progress, and allowed actions without returning generated sequences.

Scopes: tools.campaigns.read
getOutreachCampaignSetupOptions — Get outreach campaign setup options (read)

List the campaign-ready Lists, targetable columns, materialized Targetable People source fields, users, teams, sender accounts, LinkedIn senders, skills, and safety constraints available to the current user.

Scopes: tools.campaigns.read
getOutreachCampaignSubmissionTargets — Get campaign sequence targets (read)

Read eligible people and their recipient keys for an existing account row in a campaign that accepts supplied sequences.

Scopes: tools.campaigns.read
getOutreachCampaignTestPreview — Get outreach campaign test preview (read)

Get the state, progress, safety scope, and sequence counts for a campaign test preview.

Scopes: tools.campaigns.read
getOutreachCampaignTestSequence — Get outreach campaign test sequence (read)

Get one generated or skipped account sequence from the current bounded campaign test preview.

Scopes: tools.campaigns.read
listOutreachCampaigns — List outreach campaigns (read)

List visible outreach campaigns with status, channels, preview progress, and allowed actions.

Scopes: tools.campaigns.read
listOutreachCampaignSuppliedSequences — List supplied campaign sequences (read)

Read supplied account sequences, messages, actual schedules, and task state for an externally planned campaign.

Scopes: tools.campaigns.read
listOutreachCampaignTestSequences — List outreach campaign test sequences (read)

List generated or skipped account sequences from the bounded campaign test preview, with optional status and channel filters.

Scopes: tools.campaigns.read
removeOutreachCampaignSequence — Remove account campaign sequence (write)

Remove all planned sequences for one account from a campaign and cancel its unfinished Daily Plan tasks. Available while the campaign is active.

Scopes: tools.campaigns.write
submitOutreachCampaignSequences — Submit campaign sequences (write)

Submit complete outreach sequences for people in an existing account to an active campaign configured for supplied sequences. Creates Daily Plan outreach according to the campaign settings. Email bodies must be HTML with basic formatting (for example <p>, <br>, and <a>), not plain text or Markdown. The sender account signature is appended automatically.

Scopes: tools.campaigns.write
updateOutreachCampaign — Update outreach campaign (write)

Update UI-equivalent outreach campaign setup, audience, channels, personalization, schedule, people or team sharing, and review settings.

Scopes: tools.campaigns.write
updateOutreachCampaignEmail — Edit unsent campaign email (write)

Edit the subject and body of an unsent campaign email, including in an active campaign. Updates its Daily Plan draft and any scheduled delivery copy without sending it. Supply the complete email body as HTML, not plain text or Markdown. The sender account signature is appended automatically.

Scopes: tools.campaigns.write
validateOutreachCampaign — Validate outreach campaign (read)

Validate campaign configuration and report setup errors, warnings, matching audience size, and test-pool membership.

Scopes: tools.campaigns.read

CRM

33 tools. 28 read, 5 write. Choose access during the MCP connection flow. Read CRM context and inspect or update evidence-backed Deal and Account Framework assessments.

actOnInboxItem — Act on Inbox item (write)

Marks, dismisses, snoozes, completes, reopens, or creates a follow-up from a unified Inbox item.

Scopes: tools.default.write, tools.crm.write
describeSignalById — Describe signal by ID (read)

Get the full definition for a signal by ID. Returns metadata, schema fields, agent configuration, and any workspace-authored AI guidance in aiInstructions, which can be surfaced or summarized for the user.

Scopes: tools.default.read, tools.crm.read, tools.signals.read
evaluateFramework — Evaluate framework (write)

Evaluate applicability and recalculate the current assessment for a Deal or Account framework now.

Scopes: tools.crm.write
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
getFrameworkAssessment — Review framework findings (read)

Review the current answers, evidence, progress, outcome, score, and coverage for one Deal or Account framework.

Scopes: tools.crm.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 active stored risks/warnings for a list of deals (opportunity IDs). Returns per-deal warnings with severity, warning text, reasoning, lifecycle status, stable identity, and observation/checkpoint timestamps. Use after listing opportunities to identify which deals are at risk.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
groupPipelineView — Group pipeline view (read)

Group opportunities in an active pipeline view by stage, owner, or a custom deal/account CRM field activated on that view. Returns deal and amount totals plus warning totals per group.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
listAccountActivities — List account activities (read)

Browse recent activities for an account. For focused synthesis across linked content, searchAccountActivities is also available with explicit activityTypes. Includes Slack conversations and their messages, 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
listApplicableFrameworks — Find relevant frameworks (read)

Find the active frameworks relevant to a Deal or Account, show whether each one applies, and include its current findings plus the exact answer_value contract for every component.

Scopes: 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
listInboxItems — List Inbox items (read)

Lists the current user’s unified Inbox across todos, outreach, signals, notifications, and daily briefs.

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
listPipelineViews — List pipeline views (read)

List active pipeline views for a user, exact user selection, team, or all permitted users. Returns the resolved default, stages, Default playbook, the Deal-only default Sales framework, ordered columns, selected Deal or Account framework assessment columns, configured Account signal columns, and groupable custom CRM fields.

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. Returns UI event data, traceable Bigmind links, signal metadata, and any workspace-authored AI guidance in metadata.aiInstructions, which can be surfaced or summarized for the user.

Scopes: tools.default.read, tools.crm.read, tools.signals.read
listSignalsForContact — List signals for contact (read)

List recent signals for a CRM contact, including event data, traceable Bigmind links, signal metadata, and workspace-authored AI guidance in metadata.aiInstructions.

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
queryPipelineView — Query pipeline view (read)

Query opportunities exactly within an active pipeline view for a user, exact user selection, or hierarchical team scope. Returns totals, stage cards, paginated deals, warnings, activity, playbook compatibility data, configured CRM columns, configured recent Account signals, and frameworkAssessments for the default Deal framework plus selected Deal or associated Account framework columns.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
searchAccountActivities — Research account activities (read)

Answer a question from activities linked to a CRM account. Requires explicit activityTypes: meetings, calendarEvents, emails, slack, or whatsapp. Reads linked content without embeddings; returns cited research and per-type coverage and pagination. Use searchAccounts to resolve the account ID first.

Scopes: tools.default.read, tools.crm.read
searchDealActivities — Research deal activities (read)

Answer a question from activities linked directly to a CRM deal. Requires explicit activityTypes: meetings, calendarEvents, emails, slack, or whatsapp. Reads linked content without embeddings; returns cited research and per-type coverage and pagination. Does not expand to the account history or other deals.

Scopes: tools.default.read, tools.crm.read
updateFrameworkAssessment — Save framework findings (write)

Save evidence-backed answers for one Deal or Account framework and recalculate its score and coverage. First use listApplicableFrameworks and follow its answer_requirements exactly. Percentage answers are JSON numbers from 0 to 100 (for example 65), never strings such as "65%" or prose.

Scopes: tools.crm.write
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. The change may be synced to a connected CRM and may emit configured todo-updated webhooks.

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. The change may be synced to a connected CRM and may emit configured todo-updated webhooks.

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

CRM schema

1 tool. 1 read, 0 write. Choose access during the MCP connection flow. Inspect connected CRM objects and fields, including types, identity fields, picklists, and references.

listCrmSchema — List CRM schema (read)

List CRM objects and fields from the connected provider schema, including provider field names, generic CRM field names, types, formats, required fields, identity fields, picklist values, and references.

Scopes: tools.crm_schema.read

Library

7 tools. 6 read, 1 write. Choose access during the MCP connection flow. Search and read documents, templates, case studies, and company library knowledge.

getDocumentById — Get document by ID (read)

Get a specific document and its first-class evidence sources by ID. Inline [n] markers in content resolve against the returned sources.

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 tenant and global document templates by purpose. Each result includes AI instruction summaries and a content preview. Use this to select a template, then read the selected template with getDocumentById before authoring. Pass its ID to the purpose-specific create tool when one exists; use writeDocument only when no specific tool applies.

Scopes: tools.default.read, tools.library.read
listLibraryDocuments — List library documents (read)

List accessible library documents and folders. To find a folder by name, pass type=folder and query. To browse it, pass its ID as parentId and type=all; repeat for subfolders. Folder IDs also appear in /library/documents/folders/{id} URLs. Omit parentId to search across the library, or pass null for root items. Use offset to page through results, and getDocumentById to read document content. Public folders are shared within your organization; private items remain subject to their own access permissions.

Scopes: tools.default.read, tools.library.read
searchCompanyLibrary — Search company library (read)

Search company-wide Bigmind documents and shared integration library content. Returns an answer and ordered source records from open-access documents, knowledge base articles, connected Confluence, website, and library sources, and shared resources. Excludes meetings and private user documents.

Scopes: tools.default.read, tools.library.read
writeDocument — Write document (write)

Generate a document from a template and research notes, create it as a restricted document in the connected Bigmind workspace, and emit configured document-generated webhooks when enabled. Returns a success status, message, document ID, title, and generated content.

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

Meetings

13 tools. 13 read, 0 write. Choose access during the MCP connection flow. 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 keyword, concept, competition, or product feedback trackers were captured. Returns only accessible meeting sessions, grouped by session with tracker match counts and context.

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 your own meeting transcripts and summaries. Returns an answer and ordered source records from meetings you recorded or hosted. Verify customer and session relevance before attributing facts; query text does not enforce CRM account scope.

Scopes: tools.default.read, tools.meetings.read
searchMyTeamsMeetings — Search my team's meetings (read)

Search meeting transcripts and summaries for meeting owners in your 'My team's meetings' scope. Returns an answer and ordered source records allowed by your meetings permission policy, including selected teams and all-company access when granted. Verify customer and session relevance before attributing facts; query text does not enforce CRM account scope.

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

Pipeline

8 tools. 8 read, 0 write. Choose access during the MCP connection flow. Discover pipeline views and review opportunities, warnings, activity, configured CRM fields, and Deal or Account Framework assessments.

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 active stored risks/warnings for a list of deals (opportunity IDs). Returns per-deal warnings with severity, warning text, reasoning, lifecycle status, stable identity, and observation/checkpoint timestamps. Use after listing opportunities to identify which deals are at risk.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
groupPipelineView — Group pipeline view (read)

Group opportunities in an active pipeline view by stage, owner, or a custom deal/account CRM field activated on that view. Returns deal and amount totals plus warning totals per group.

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
listPipelineViews — List pipeline views (read)

List active pipeline views for a user, exact user selection, team, or all permitted users. Returns the resolved default, stages, Default playbook, the Deal-only default Sales framework, ordered columns, selected Deal or Account framework assessment columns, configured Account signal columns, and groupable custom CRM fields.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
queryPipelineView — Query pipeline view (read)

Query opportunities exactly within an active pipeline view for a user, exact user selection, or hierarchical team scope. Returns totals, stage cards, paginated deals, warnings, activity, playbook compatibility data, configured CRM columns, configured recent Account signals, and frameworkAssessments for the default Deal framework plus selected Deal or associated Account framework columns.

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

Team

4 tools. 4 read, 0 write. Choose access during the MCP connection flow. 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

5 tools. 3 read, 2 write. Choose access during the MCP connection flow. Read account and contact signals, create signal events with CRM or custom identities, inspect signal details, and configure workspace signal definitions.

createSignal — Create signal event (write)

Create a signal event for an account, contact, deal, lead, account domain, or custom identity. Uses an existing active signal definition and processes the event with its configured automations and notifications.

Scopes: tools.signals.write
describeSignalById — Describe signal by ID (read)

Get the full definition for a signal by ID. Returns metadata, schema fields, agent configuration, and any workspace-authored AI guidance in aiInstructions, which can be surfaced or summarized for the user.

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. Returns UI event data, traceable Bigmind links, signal metadata, and any workspace-authored AI guidance in metadata.aiInstructions, which can be surfaced or summarized for the user.

Scopes: tools.default.read, tools.crm.read, tools.signals.read
listSignalsForContact — List signals for contact (read)

List recent signals for a CRM contact, including event data, traceable Bigmind links, signal metadata, and workspace-authored AI guidance in metadata.aiInstructions.

Scopes: tools.default.read, tools.crm.read, tools.signals.read
upsertSignalDefinition — Upsert signal definition (write)

Create or update one workspace event-signal definition and its event payload schema by stable signalKey. Supply eventSchema as a JSON Schema object to create a new latest version, or omit it to preserve the current schema. Existing events keep their schema versions. This is the normal user-facing configuration tool for external buying signals and internal customer or product signals. It does not fabricate signal occurrences or Inbox work.

Scopes: tools.signals.write, tools.development.write

Analysis

8 tools. 8 read, 0 write. Choose access during the MCP connection flow. 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 keyword, concept, competition, or product feedback trackers were captured. Returns only accessible meeting sessions, grouped by session with tracker match counts and context.

Scopes: tools.default.read, tools.meetings.read, tools.analysis.read
listTrackers — List trackers (read)

List all trackers configured for this tenant. Keyword, concept, competition, and product feedback trackers run automatically; manual trackers are added by users. Competition and product feedback trackers may optionally write cited findings to library documents.

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
queryListView — Query list view (read)

Query Accounts or People using the same compound column filters and sorting stored by the Lists UI.

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

Library content

21 tools. 0 read, 21 write. Choose access during the MCP connection flow. Create and update ICPs, playbooks, products, case studies, battlecards, and library documents; create, rename, move, duplicate, delete, and change access to library folders.

createBattlecard — Create battlecard (write)

Create a competitive battlecard using Bigmind editor-compatible HTML.

Scopes: tools.default.write, tools.library_content.write
createCaseStudy — Create case study (write)

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

Scopes: tools.library_content.write
createCompetitor — Create competitor (write)

Create a first-class competitor profile library document.

Scopes: tools.default.write, 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
createLibraryFolder — Library - Create folder (write)

Create a library folder at the root or inside another folder, with optional metadata and open or restricted access. Returns the created folder. Uses the same permissions and defaults as the UI. Use listLibraryDocuments with type folder to find folder IDs.

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
deleteLibraryFolder — Library - Delete folder (write)

Delete a library folder and its descendants using the same permissions and deletion behavior as the UI. Returns success and deletedCount.

Scopes: tools.library_content.write
duplicateLibraryFolder — Library - Duplicate folder (write)

Duplicate a library folder using the UI duplicate operation. Creates a sibling folder with a Copy suffix; does not recursively copy its contents. Returns the new folder.

Scopes: tools.library_content.write
moveLibraryItem — Library - Move item (write)

Move a library document or folder into another folder, or to the library root with parentId null. Uses the same destination and cycle validation as the UI. Returns the moved item.

Scopes: tools.library_content.write
updateBattlecard — Update battlecard (write)

Update an existing competitive battlecard when no document editor is active. For a partial edit to the currently open document, use editDocumentContent.

Scopes: tools.default.write, tools.library_content.write
updateCaseStudy — Update case study (write)

Update an existing case study library document.

Scopes: tools.library_content.write
updateCompetitor — Update competitor (write)

Update an existing first-class competitor profile when no document editor is active. For a partial edit to the currently open document, use editDocumentContent.

Scopes: tools.default.write, 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
updateLibraryFolder — Library - Update folder (write)

Rename a library folder, replace its metadata, or change its access to open or restricted using the same permissions as the UI. Omitted fields remain unchanged. Returns the updated folder.

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. Choose access during the MCP connection flow. 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

20 tools. 6 read, 14 write. Choose access during the MCP connection flow. List, create, edit, and delete coaching simulations; list, create, edit, and publish talking points, scorecards, scorecard questions, and playbooks.

createCoachingSimulation — Create coaching simulation (write)

Create a sales-call coaching simulation in Bigmind.

Scopes: tools.coaching.write
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
deleteCoachingSimulation — Delete coaching simulation (write)

Permanently delete a sales-call coaching simulation from Bigmind.

Scopes: tools.coaching.write
getCoachingSimulation — Get coaching simulation (read)

Get a sales-call coaching simulation by ID.

Scopes: tools.coaching.read
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
listCoachingSimulations — List coaching simulations (read)

List sales-call coaching simulations configured in Bigmind.

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
updateCoachingSimulation — Update coaching simulation (write)

Update an existing sales-call coaching simulation in Bigmind.

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

14 tools. 6 read, 8 write. Choose access during the MCP connection flow. List, create, and edit trackers, categories, custom vocabulary, and Deal or Account Framework configurations.

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 Deal or Account framework with an explicit display mode, applicability, typed components, evidence capture, and optional calculated scoring. Evaluation timing is system-managed.

Scopes: tools.analysis_config.write
createTracker — Create tracker (write)

Create a Bigmind tracker configuration for keyword, concept, competition, product feedback, or manual meeting tracking. Competition and product-feedback trackers work without document automation; setting their optional document fields enables cited document writing.

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 one Deal or Account 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
listFrameworks — List frameworks (read)

List Deal and Account framework configurations, including applicability, system-managed evaluation metadata, components, and optional scoring.

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 Deal or Account framework configuration.

Scopes: tools.analysis_config.write
updateTracker — Update tracker (write)

Update an existing Bigmind tracker configuration.

Scopes: tools.analysis_config.write

Development

1 tool. 0 read, 1 write. Choose access during the MCP connection flow. Create, edit, build, and publish hosted mini apps and custom tools, and configure workspace signal definitions.

upsertSignalDefinition — Upsert signal definition (write)

Create or update one workspace event-signal definition and its event payload schema by stable signalKey. Supply eventSchema as a JSON Schema object to create a new latest version, or omit it to preserve the current schema. Existing events keep their schema versions. This is the normal user-facing configuration tool for external buying signals and internal customer or product signals. It does not fabricate signal occurrences or Inbox work.

Scopes: tools.signals.write, tools.development.write