Core tools | Bigmind

Default tools for identity, CRM context, meetings, library search, pipeline review, teams, signals, skills, notes, todos, and documents.

#Availability

This group is included in the default Bigmind MCP connection.

#Scopes

tools.default.read for read tools.
tools.default.write for write tools. Write access also grants read access for this group.

#Tools

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