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

createTodo — Create action item (write)

Create a todo/action item

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

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

Scopes: tools.default.read, tools.crm.read, tools.signals.read
getAccountForContact — Get account for contact (read)

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

Scopes: tools.default.read, tools.crm.read
getAccountForDeal — Get account for deal (read)

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

Scopes: tools.default.read, tools.crm.read
getCrmRecordsBySession — Get associated CRM records by session ID (read)

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

Scopes: tools.default.read, tools.crm.read, tools.meetings.read
getDocumentById — Get document by ID (read)

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

Scopes: tools.default.read, tools.library.read
getMeetingById — Get meeting by ID (read)

Get a meeting by its ID

Scopes: tools.default.read, tools.meetings.read
getMeetingNotesBySessionId — Get meeting notes by session ID (read)

Get meeting notes by meeting session ID

Scopes: tools.default.read, tools.meetings.read
getMeetingSessionById — Get meeting session by ID (read)

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

Scopes: tools.default.read, tools.meetings.read
getMeetingSummaryBySessionId — Get meeting summary by session ID (read)

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

Scopes: tools.default.read, tools.meetings.read
getMeetingTranscriptBySessionId — Get meeting transcript by session ID (read)

Get a meeting transcript with speaker names

Scopes: tools.default.read, tools.meetings.read
getPipelineStageSummary — Get pipeline stage summary (read)

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

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
getSessionsByMeetingId — Get sessions by meeting ID (read)

Get all meeting sessions for a specific meeting ID

Scopes: tools.default.read, tools.meetings.read
getSessionScorecards — Get session scorecards (read)

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

Scopes: tools.default.read, tools.meetings.read
getWarningsForDeals — Get warnings for deals (read)

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

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

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

Scopes: tools.default.read, tools.crm.read
listAccountContacts — List account contacts (read)

List all contacts for an account

Scopes: tools.default.read, tools.crm.read
listAccountDocuments — List account documents (read)

List all documents associated with an account

Scopes: tools.default.read, tools.crm.read, tools.library.read
listAccountOpportunities — List account opportunities (read)

List all opportunities for an account

Scopes: tools.default.read, tools.crm.read
listAccounts — List accounts (read)

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

Scopes: tools.default.read, tools.crm.read
listCaseStudies — List case studies (read)

List all case studies

Scopes: tools.default.read, tools.library.read
listCategories — List categories (read)

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

Scopes: tools.default.read, tools.analysis.read
listCustomAccountFields — List custom account fields (read)

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

Scopes: tools.default.read, tools.crm.read
listDocumentTemplates — List document templates (read)

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

Scopes: tools.default.read, tools.library.read
listEventuals — List eventuals (read)

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

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

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

Scopes: tools.default.read, tools.library.read
listMeetings — List meetings (read)

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

Scopes: tools.default.read, tools.meetings.read
listMeetingsByTrackerIds — List meetings by tracker IDs (read)

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

Scopes: tools.default.read, tools.meetings.read, tools.analysis.read
listMyTodos — List my todos (read)

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

Scopes: tools.default.read, tools.crm.read
listNotes — List notes (read)

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

Scopes: tools.default.read, tools.crm.read
listOpportunitiesForDirectReports — List opportunities for direct reports (read)

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

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
listOpportunitiesForEventuals — List opportunities for eventuals (read)

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

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
listOpportunitiesForUser — List opportunities for user (read)

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

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
listSignalsForAccount — List signals for account (read)

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

Scopes: tools.default.read, tools.crm.read, tools.signals.read
listSkills — List skills (read)

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

Scopes: tools.default.read
listTeamMembers — List team members (read)

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

Scopes: tools.default.read, tools.team.read
listTeams — List teams (read)

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

Scopes: tools.default.read, tools.team.read
listTodosBySession — List todos by session ID (read)

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

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

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

Scopes: tools.default.read, tools.analysis.read
lookupActivityById — Lookup activity by ID (read)

Lookup an activity by its ID

Scopes: tools.default.read, tools.crm.read
readSkill — Read skill (read)

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

Scopes: tools.default.read
researchCompanyByDomain — Research company by domain (read)

Research a company by domain

Scopes: tools.default.read
searchAccounts — Search accounts (read)

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

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

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

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

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

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

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

Scopes: tools.default.read, tools.meetings.read
searchUsers — Search users (read)

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

Scopes: tools.default.read, tools.team.read
updateTodoDueDate — Update todo due date (write)

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

Scopes: tools.default.write, tools.crm.write
updateTodoStatus — Update todo status (write)

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

Scopes: tools.default.write, tools.crm.write
whoami — Who am I (read)

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

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

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

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