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 — 62 tools, 51 read, 11 write. Default. Default tools for identity, CRM context, meetings, library search, pipeline review, teams, signals, skills, notes, todos, and documents.
Lists — 28 tools, 15 read, 13 write. Opt-in. Work with Bigmind Lists and data tables, including rows, columns, cells, and outreach planning data.
Campaigns — 11 tools, 7 read, 4 write. Opt-in. Configure outreach campaign drafts and generate or inspect bounded test-pool previews. Publishing, sending, and full-audience generation are unavailable.
CRM — 23 tools, 20 read, 3 write. Opt-in. Read account, contact, deal, activity, note, and task context from connected CRM data.
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 — 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 — 8 tools, 8 read, 0 write. Opt-in. Read trackers, categories, and analysis metadata used to organize meeting insights.
Library content — 16 tools, 0 read, 16 write. Opt-in. Create and update ICPs, playbooks, products, case studies, battlecards, 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 — 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 — 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 configured from the Bigmind MCP integration page and granted during OAuth.

Configure optional tool groups from the Bigmind MCP integration page before authorizing or reconnecting an MCP client. Bigmind applies the matching scopes during OAuth.

#All tools

Core

62 tools. 51 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
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
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, optionally filtered by document purpose. Use this to discover actual ICPs, competitor profiles, product docs, case studies, battlecards, 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 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
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
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
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
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
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.

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.

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

28 tools. 15 read, 13 write. Configurable from the Bigmind MCP integration page. 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
listListColumnActions — List list-column actions (read)

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

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
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
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

11 tools. 7 read, 4 write. Configurable from the Bigmind MCP integration page. Configure outreach campaign drafts and generate or inspect bounded test-pool previews. Publishing, sending, and full-audience generation are unavailable.

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
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
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
updateOutreachCampaign — Update outreach campaign (write)

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

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

23 tools. 20 read, 3 write. Configurable from the Bigmind MCP integration page. Read account, contact, deal, activity, note, and task context from connected CRM data.

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
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
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
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
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. 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. Configurable from the Bigmind MCP integration page. 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. Configurable from the Bigmind MCP integration page. 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, optionally filtered by document purpose. Use this to discover actual ICPs, competitor profiles, product docs, case studies, battlecards, 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 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. Configurable from the Bigmind MCP integration page. 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.

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.

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

Pipeline

5 tools. 5 read, 0 write. Configurable from the Bigmind MCP integration page. 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. Configurable from the Bigmind MCP integration page. 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. Configurable from the Bigmind MCP integration page. 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. 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

Analysis

8 tools. 8 read, 0 write. Configurable from the Bigmind MCP integration page. 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

16 tools. 0 read, 16 write. Configurable from the Bigmind MCP integration page. Create and update ICPs, playbooks, products, case studies, battlecards, and library documents.

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
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
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
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. Configurable from the Bigmind MCP integration page. 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. Configurable from the Bigmind MCP integration page. 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

13 tools. 5 read, 8 write. Configurable from the Bigmind MCP integration page. 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, 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 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