Adrata MCP Policy · 395 Tools

POLICY

How to control Adrata

PolicyLayer is an MCP gateway — it sits between your AI agents and Adrata, and nothing reaches the server without passing your rules. These are the rules we recommend:

Block financial tools by default

{
  "transfer_work_item_between_boards": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Requires human approval."
      }
    ]
  }
}

Financial tools should be explicitly enabled per use case, not open by default.

Deny destructive operations

{
  "bulk_delete_buyer_groups": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Blocked by default. Requires approval."
      }
    ]
  }
}

Destructive tools should never be available to autonomous agents without human approval.

Rate limit write operations

{
  "activate_sequence": {
    "limits": [
      {
        "counter": "activate_sequence_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations

{
  "adrata_ai_tool_catalog": {
    "limits": [
      {
        "counter": "adrata_ai_tool_catalog_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

Create a free account and register Adrata — nothing to install.
Add these rules — paste them, or build them visually. Tune the limits to your setup.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

ENFORCE POLICY ON ADRATA →

Instant setup, no code required.

FULL CATALOGUE

All 395 Adrata tools

FINANCIAL 1 tools

Financial transfer_work_item_between_boards Transfer one existing card identity to a column on another operating board. This is NOT a copy and NOT a workf

DESTRUCTIVE 24 tools

Destructive bulk_delete_buyer_groups Soft-delete up to 50 buyer groups in ONE call, each cascading to its members. Use this instead of looping dele Destructive cancel_agent_task Cancel a queued or running agent/background task. Destructive delete_action Soft-delete an action. Destructive delete_buyer_group Soft-delete an entire buyer group (buyer room). CASCADES to every member seat in the room, so you do not need Destructive delete_company Soft-delete a company.${governedWriteNote( Destructive delete_note Delete a note.${governedWriteNote(null)} Destructive delete_opportunity Delete an opportunity. Destructive delete_partner Soft-delete a partner relationship. Destructive delete_person Soft-delete a person.${governedWriteNote( Destructive delete_webhook Delete an outbound webhook subscription. Destructive delete_work_item Retire a card as DELETED rather than archived. Rare, and deliberate. PREFER archive_work_item. The two do the Destructive delete_work_item_acceptance_criterion PERMANENTLY REMOVE one acceptance criterion from a card, taking its history with it. Reach for this ONLY when Destructive flag_work_item Flag unresolved work for the next repair and retest, or clear a flag once its reason is resolved. Ordinary fai Destructive forget Soft-delete a specific memory by ID. The memory will no longer appear in recall results. Destructive paper_delete_document Delete a Paper document. Live writes require dryRun:false, approved:true, reason, and idempotencyKey. Destructive paper_revoke_share Revoke a document share link, including Paper and Multiverse artifacts. Live writes require dryRun:false, appr Destructive remove_buyer_group_member Remove one person from a buyer group. Does NOT delete the underlying person record. To remove the whole room, Destructive remove_work_item_from_launch Take a card off a launch. The card itself is untouched — it stays on its board in its column. Use this when a Destructive requeue_work_item_qa_after_fix Clear a failed QA card’s waiting-for-fix flag only after a different exact build has been deployed and its rel Destructive tag_work_item_criterion_staging_only Say WHY one acceptance criterion cannot be checked locally, or clear that tag. Some criteria genuinely cannot Destructive unblock_work_item Remove a dependency that should not have been recorded — a link added in error, or one that turned out not to Destructive unfile_document Remove one Multiverse document from a thread noun. The document itself is untouched in Multiverse and the noun Destructive unlink_proposition Remove the ASSUMES edge between a proposition and one node. Both are untouched — only the edge and the reason Destructive unrelate_decisions Remove one typed edge between two decisions. Both decisions are untouched — only the edge goes, and only the e

EXECUTE 17 tools

Execute adrata_ai_tool_execute Execute the same governed AI CRM ToolDispatcher path used by Adrata chat. Explicit dryRun:true previews any to Execute adrata_api_request Governed low-level Adrata API request. Read calls run directly except sensitive denied surfaces. Writes defaul Execute attribute_partner_to_deal Credit a partner on an opportunity. attributionType is STRATEGIC (incremental revenue not won without the part Execute block_work_item Record that one card CANNOT START until another lands. Use this for a real dependency — the fix that has to sh Execute build_pursuit_command_center Build or refresh Adrata’s persistent, evidence-linked Pursuit command center for one enterprise account. Compo Execute draft_workflow Create an Adrata workflow draft manifest that can be saved as adrata.workflow.json, validated, dry-run, deploy Execute dry_run_workflow Dry-run a workflow draft through the control plane. If the API is unavailable, returns a local policy/audit ex Execute record_partner_consumption Record committed vs consumed revenue for a partner over a period. Signature != revenue: in a consumption busin Execute record_work_item_criterion_engineering_proof Record a structured, non-media Engineering verified receipt for one criterion in its current QA dwell. Use thi Execute record_work_item_local_proof Record that ONE acceptance criterion was checked LOCALLY, at a named commit, with the command that was run and Execute record_work_item_qa_failure_and_release Durably record why the current QA pass cannot proceed, then safely release the process-private lease without m Execute replay_workflow_run Replay or plan replay for a workflow run. Defaults to dry-run; live replay remains policy/audit gated. Execute request_deployment Request that the Adrata control plane deploy a custom integration or extension. The manifest is validated loca Execute request_provider_action_execution Request a scoped provider action execution without registering every provider endpoint as a separate MCP tool. Execute request_workflow_deployment Request hosted deployment for a workflow. Requires a prior dry-run id and keeps activation gated on policy pas Execute run_capability Run one exact capability through the governed dispatcher. Defaults to preview for every call. Set dryRun:false Execute warmup_email Start or stop gradual sending warmup for an email account. Warmup builds sender reputation by slowly increasin

WRITE 112 tools

Write activate_sequence Activate a sequence to start sending emails to enrolled contacts. The sequence must have at least one step and Write add_buyer_group_member Add a person to a buyer group.${GOVERNED_WRITE_NOTE} Write add_provider_action_column Add a provider action column to a GTM table. Mirrors Write add_sequence_step Add a step to an existing sequence. Steps are executed in order with configurable delays between them. Enterpr Write add_to_company_list Add company IDs to an existing saved company/account list. Write add_to_roadmap Add an idea to the roadmap as a PROPOSED epic — the Write add_work_item_acceptance_criterion Add one executable acceptance criterion to a card. This is grooming, not a comment: write where the check runs Write add_work_item_to_launch Put a card on a launch, with a priority and the reason it belongs there. The card does NOT move: it keeps its Write approve_partner_attribution Approve a partner attribution (finance/ops sign-off). Writes an immutable audit row so strategic revenue stays Write archive_work_item Retire a card: done with, wrong, obsolete, or superseded. It leaves every active count — the board Write attach_work_item_qa_evidence Attach one finalized local image or video to the card Write bulk_import Import records in bulk from CSV data. Creates companies, people, or opportunities from structured CSV input. E Write capture_idea Capture a big idea in state captured. vector and source are REQUIRED: say honestly where it came from (owner | Write comment_on_work_item Say something on a card: a question, a finding, or the reason a QA pass sent it back. This is the ONLY place t Write commit_lead_to_outbound Commit a lead to Outbound. On /targets the Outbound half above the line IS Pipeline\ Write complete_action Mark action as completed with optional outcome. Write configure_sloan Configure Sloan for the workspace. action Write connect_provider Connect a provider using the backend provider catalog. Supports hosted OAuth providers and generic credential/ Write connect_workspace Connect your Adrata workspace via OAuth 2.0. Opens a browser window for authorization. By default the connecti Write create_action Log an action (outreach, call, meeting, note) against a person or company. Metadata is JSONB for type-specific Write create_agent_task Create a long-running agent/background task for research, enrichment, auditing, or custom workflow automation. Write create_buyer_group Create a buyer group for a company.${GOVERNED_WRITE_NOTE} Write create_company Create a new company.${governedWriteNote( Write create_company_list Create and save a company/account list in Adrata, optionally with company IDs from search or research results. Write create_email_account Provision a new email mailbox on an owned domain. Creates the account and optionally starts warmup. Enterprise Write create_executive_partner_meeting Log an Executive Partner Meeting (EPM) — the partner analog of a new-business meeting. Capture the mutual enga Write create_goal Create a goal, or a STRATEGY under a goal (level: strategy + parentGoalId). A strategy is a bet: give its hypo Write create_indicator Create an indicator: name the measure, DEFINE it (how it is computed, so two people read the same number), giv Write create_intro_request Create a tracked warm introduction request between a connector and target. Write create_knowledge_file Create a knowledge file (battle card, playbook, competitive brief, objection handler, etc.). Saves to the know Write create_note Add a note to a person, company, or opportunity.${governedWriteNote(null)} Write create_onboarding_link Seat a person in the connected workspace and mint the adaptive onboarding link an AE drops into a Write create_opportunity Create a new deal. Write create_partner Create a partner relationship. partnerType is required (ISV_TECH, AI_LAB, HYPERSCALER, GSI_SI, RESELLER, MARKE Write create_person Create a new person/contact. Set contactCategory: Write create_sequence Create a new multichannel sequence with governed automatic emails and manual email, call or LinkedIn tasks. De Write create_strategic_work_stream Create a programmatic joint initiative with a partner ( Write create_webhook Create an outbound webhook subscription. Returns the signing secret once; store it securely. Write create_work_item Create a card on a board. Lands in the named column, or in Backlog on a standard board when none is given. AC Write create_work_launch Create a launch: a named, dated set of cards that must ship together. It owns no columns and no cards of its o Write disconnect_workspace Disconnect your Adrata workspace. Revokes OAuth tokens and clears local credentials. Enterprise tools will no Write draft_email Create an email draft with optimal send time suggestion and subject line variants. Uses send-time optimization Write edit_work_item_acceptance_criterion Rewrite the WORDS of one existing acceptance criterion — its \ Write enable_toolset Load a toolset into the current session. This registers all tools in the named toolset so you can call them. U Write export_data Export records as JSON or CSV with filters. Supports companies, people, opportunities, actions, and notes. Inc Write import_external_companies Import selected external catalog companies into the workspace through Adrata bulk import, then use check_batch Write import_external_pipeline_members Import members from an external pipeline/channel into the workspace through Adrata bulk import. Defaults to dr Write manage_activity Create, update, complete, or list activities (actions, notes, calls, meetings). Auto-logs to CRM timeline. Write manage_app_access Administrator-only replacement of the COMPLETE workspace product set or one member app set. Omitted grants are Write manage_buyer_group Full CRUD for buyer groups (decision-making units): create, read, list, update and delete groups, and add/upda Write manage_company Full CRUD for companies: create, read, update, delete, enrich, and view activity timeline. One tool for all co Write manage_custom_fields List, create, or update custom fields for an entity type. Custom fields in Adrata are JSONB-merged, so this to Write manage_data Import CSV data, run bulk operations, check data quality, or export records. The data management swiss army kn Write manage_domains Add, verify, and configure domains for email sending. Returns SPF/DKIM/DMARC setup instructions and verificati Write manage_inbound Configure inbound intake and speed-to-lead, manage sources/rules/pools, assign or acknowledge a lead, update s Write manage_leaderboard List, read, create, edit, duplicate, pin or delete activity leaderboards. Templates identify measured metrics; Write manage_lightspeed_run Create, pause, resume, finish or record an observed outcome in a Lightspeed run. Creating a run sends nothing. Write manage_mailboxes Create, configure, and manage sending mailboxes. Toggle warmup, check health, and set sending limits. Write manage_opportunity Full CRUD for deals/opportunities: create, read, update, delete, view stage history and stakeholders. Write manage_person Full CRUD for people/contacts: create, read, update, delete, enrich, and view communication history. Write manage_portal Create a Portal, replace capture policy, lock/unlock new admissions, mute/remove a participant, start/stop con Write manage_revenue_pipeline Create or rename a revenue pipeline or change Ask me first / Move it for me. Propose a stage move with recorde Write manage_sequences Create, update, or manage email sequences. Create multi-step sequences with enrollment, pause/resume, and perf Write manage_workflow Create/edit/on/off workflows, change tell/ask/do, replay evidence, install/activate packs, or approve/edit/ski Write manage_workspace View and update workspace settings, features, team members, and integrations. The admin control panel. Write move_pipeline_card Move a person/company/opportunity card on a pipeline board and publish a realtime event so the web app can upd Write move_work_item Move a card to another column on the same board — and, outside QA, use claim:true to pick it up in the same ac Write move_work_scope_under Re-file a roadmap container under a different parent — Write paper_archive_document Archive a Paper document without deleting it. Live writes require dryRun:false, approved:true, reason, and ide Write paper_create_calendar_event Create a Paper calendar event. Live writes require dryRun:false, approved:true, reason, and idempotencyKey. Write paper_create_document Create a Paper document. Live writes require dryRun:false, approved:true, reason, and idempotencyKey. Write paper_create_share Create a secure share link for a Paper or Multiverse document, spreadsheet, presentation or design. Live write Write paper_create_task Create a Paper task/action. Live writes require dryRun:false, approved:true, reason, and idempotencyKey. Write paper_resolve_share Resolve a public Paper share token. Write paper_send_email Send an email from the rep connected mailbox. Live sends require dryRun:false, approved:true, reason, and idem Write paper_update_document Update a Paper document title/content/status/metadata. Live writes require dryRun:false, approved:true, reason Write paper_update_task Update a Paper task/action title or status. Live writes require dryRun:false, approved:true, reason, and idemp Write post_discussion Post to the discussion under a goal, idea, decision or indicator. Reply to a post with inReplyTo; anchor the c Write rank_paths_to_power Rank existing warm introduction and network paths to a target account or decision maker through the governed T Write rank_people_by_icp Rank a set of people by fit to the workspace ICP profile (title/persona match blended with company firmographi Write recommend_deal_move Recommend Adrata chat’s next no-loss deal move through the governed ToolDispatcher. Read-only: use write tools Write record_decision_outcome Record what ACTUALLY happened after a decided decision — once, separately from the decision text, because deci Write resolve_discussion Resolve a discussion thread (resolved: true) or reopen it (resolved: false). Root posts only — replies inherit Write save_memory Store a fact, insight, preference, or deal context. Memories persist across conversations so Claude remembers Write schedule_demo Book a product demo with Adrata. Free tier — no account needed. Creates a calendar event via Cal.com. The atte Write schedule_meeting Preview or create a meeting through Adrata chat’s governed calendar path. Live creation requires an audit reas Write send_email Send or schedule an email. Handles mailbox selection and rate limiting. Links to CRM records for tracking. Use Write send_sms Preview or queue an SMS from a workspace business number. The API refuses recipients who opted out (STOP), sen Write set_decision_status Move a decision through its lifecycle: proposed → discussing → decided, or to superseded / reversed (prefer re Write set_idea_state Move an idea to a new state: captured → explored → committed → realized, or parked / dropped. Every move appen Write set_proposition_status Move a proposition through its lifecycle: proposed → supported, or to contested (the evidence cuts both ways) Write set_work_board_archived Hide or restore a board in the workspace catalogue without deleting anything. Archived boards disappear from n Write set_work_board_column_wip_limit Set or clear one board column Write set_work_item_kind Set what KIND of work a card is: bug, story, or chore. This is a FIELD on the card, not a tag — it is orthogon Write set_work_item_tag Set a card Write set_work_item_verification Choose Full QA or Confirmation with explicit owner approval of the current snapshot. This does not move the ca Write setup_domain Configure DNS records (SPF, DKIM, DMARC) for an email sending domain. Required before sending emails from the Write state_proposition State a proposition — a claim about the world we act on — as PROPOSED: the statement as one sentence, the rati Write submit_adrata_command Submit a governed Adrata Cloud command through the same command plane used by the app and CLI. Defaults to dry Write switch_workspace Switch the active workspace for the authenticated user. Subsequent tool calls read and write in the new worksp Write unarchive_work_item Bring a retired card back into circulation, whichever verb retired it — archived or deleted. It rejoins every Write update_action Update an action. Metadata is JSONB-merged. Write update_buyer_group Update a buyer group’s name or the company it belongs to.${GOVERNED_WRITE_NOTE} Write update_buyer_group_member Update a member’s role or influence inside a buyer group.${GOVERNED_WRITE_NOTE} Write update_company Update company fields. customFields are JSONB-merged.${governedWriteNote( Write update_intro_request Update the status or connector notes on a warm introduction request. Write update_note Update note content.${governedWriteNote(null)} Write update_opportunity Update deal fields. customFields are JSONB-merged. Write update_partner Update partner fields (type, tier, status, motions, owner, commitment, target ARR). Write update_person Update person fields. customFields are JSONB-merged. Works for leads too. Change contactCategory to move someo Write update_webhook Update an outbound webhook subscription URL, events, active flag, description, or filter expression. Write update_work_launch Rename a launch, move its target day, set its lifecycle (open | shipped | abandoned), or archive it. Status is

READ 241 tools

Read adrata_ai_tool_catalog List the AI CRM tools Adrata chat can use, including Channels, external source catalogs, ICP ranking, batch im Read adrata_api_catalog Describe the governed Adrata API bridge for Claude Code/Codex. Use this to discover how to call any allowliste Read adrata_desktop_app_audit Audit Adrata desktop app MCP coverage. Returns which existing MCP tools cover Adrata desktop revenue, pipeline Read ask_matrix Alias for matrix_nl_ask. Read audit_work_hub Audit every visible Starfield board as an operating ledger. Returns named findings for active cards without ow Read bind_repository_to_board Bind one repository to one board, so a merged pull request carrying a card id moves that card by itself. Read check_batch_import_status Check progress for Adrata bulk imports created by external catalog, Channel, CSV, or bulk create flows. Read check_calendar View your calendar: upcoming meetings, free/busy times, and scheduling conflicts. Helps find open slots for me Read check_inbox Check your inbox for new replies. Cross-references with CRM contacts and active sequences to classify reply ty Read check_subscription Check your current Adrata subscription plan, usage limits, trial status, and billing details. Read claim_next_work_item_qa_pass Atomically choose and take the first workable QA pass for ONE exact product in ONE requested gate across every Read claim_work_item_qa_pass Take one named card’s current Staging QA1 or Staging QA2 pass without changing its durable owner. A winning re Read classify_work_item_acceptance_criterion Change WHICH KIND OF PROOF one existing acceptance criterion needs, and record who decided. Use this when a cr Read count_emails Count emails by folder or status. Read count_records Get total counts of companies, people, opportunities. Read describe_capability Resolve one exact, versioned capability reference and return its input schema, risk, and execution metadata. T Read describe_fields List all available fields for an entity type, including enums, statuses, and custom field support. Use this to Read discover_prospects Find companies or people matching criteria. Search by industry, size, technology, title, or keywords. Returns Read enrich_company Trigger enrichment for a company — firmographic, news, competitors. SPENDS VENDOR CREDITS.${governedWriteNote( Read enrich_person Trigger enrichment for a person — email, phone, professional info, social profiles. SPENDS VENDOR CREDITS. Pho Read enroll_contacts Enroll contacts into a sequence. Contacts will begin receiving sequence emails according to the step schedule. Read file_document File a Multiverse document on a thread noun with a ROLE: a decision Read find_company Find a company. Connected to a workspace, returns that workspace\ Read find_intro_path Find the relationship path between two people for warm intro planning. Read find_or_create_company Find a company by name or domain, or create it if it doesn\ Read find_or_create_person Find a person by email or name+company, or create them if they don\ Read find_person Find a person. Connected to a workspace, returns that workspace\ Read get_access_graph_projection Inspect the access graph for a buyer group: buyer group coverage plus intro group routes and touchpoints. Read get_access_score Get the deterministic Access Score for a buyer group, including sub-scores, risk level, top gaps, and provenan Read get_account_read Get Adrata chat’s grounded no-loss account/deal read through the governed ToolDispatcher. Returns Known/Read/A Read get_account_wiki Get the compiled wiki for a company/account. Returns all wiki pages with intelligence, battle cards, and playb Read get_action Get full action details including metadata. Read get_action_history Full activity timeline for any entity: emails, calls, meetings, notes, stage changes. Shows the complete histo Read get_activity_summary Aggregated activity metrics (calls, emails, meetings) over time. Read get_agent_task Get detail, progress, and result for a long-running agent/background task. Read get_app_access Read own apps or administrator member/workspace grants. Read first before proposing a grant replacement. Read get_buyer_group Get buyer group details including members and roles. Read get_buyer_group_members List members of a buyer group with roles. Read get_calendar_agenda The agenda a person sees on /calendar — events in a date window with their attendees and organizer, from the d Read get_call_transcript Retrieve call recording transcript with AI summary, key topics, action items, and sentiment analysis. Read get_campaign Get campaign details and performance metrics. Read get_cloud_records Query the Adrata Cloud — the canonical, source-attributed, bitemporal record substrate — as one surface. Filte Read get_communication_status Read the canonical call or SMS record, its dispatch outcome and the carrier that handled it. Records created b Read get_company Get full company details including customFields, lastAction, intelligence data. Read get_company_actions List all actions on a company. Read get_company_firmographics Get employee count and revenue metadata for a company, including value/range, source, confidence, freshness, a Read get_company_invoices One account Read get_company_list Get a saved company/account list with its companies. Read get_company_opportunities List all opportunities for a company. Read get_company_people List all people at a company. Read get_competitive_intel Get competitive intelligence for a company: battlecard positioning, competitor strengths/weaknesses, recent co Read get_competitor_intel Competitive intelligence for ONE company: the competitor mentions attributed to that account, plus the workspa Read get_current_user Get the currently authenticated user. Read get_customer_health Customer health scores — the Service space. Every scored account with its health score, risk band, and the sig Read get_deal_authority Get authority mapping and stakeholder analysis for a deal. Read get_deal_coaching MEDDPIC analysis for a deal with risk assessment, forcing questions, and recommended next move. Orchestrates o Read get_decision Read one decision whole: title, body (context, choice, rationale, consequences), alternatives considered, door Read get_decision_graph Read the decision GRAPH around one decision: the decisions it relates to and those that relate to it, each edg Read get_deliverability Domain health check: SPF/DKIM/DMARC status, blacklist check, inbox placement prediction, and sender reputation Read get_demo_availability Check available demo time slots from Cal.com. Returns the next 5 available slots for scheduling a product demo Read get_email Get full email content by ID. Read get_email_health Get the deliverability health score for an email account. Returns sender reputation, bounce rate, spam complai Read get_email_thread Get full email conversation thread with all messages, timestamps, and CRM context. Read get_finance_overview The Finance space: booked and open pipeline value alongside the workspace Read get_forecast Pipeline forecast with confidence intervals, stage breakdown, at-risk deals, and win rate trends. The executiv Read get_forecast_data Sales forecast with predicted revenue by period. Read get_goal_thread Read one goal as a THREAD: the goal, its strategies, the initiatives/epics linked to it with their progress co Read get_icp_distribution Get ICP tier distribution (A/B/C/D breakdown) for one ICP profile, plus coverage showing how many companies ha Read get_idea Read one idea whole: title, body, vector and source, its state HISTORY (every move with its reason), the scope Read get_inbound Read inbound settings, status, members, sources/snippets/events, routing rules/pools/catalog, a lead routing s Read get_installed_base Finance/expansion installed base: which accounts bought which SKUs (spend, invoice count, first/last purchase) Read get_intent_signals Get buying intent signals for a company. Read get_intro_pipeline Get the warm intro pipeline organized by stage. Use for managing intro workflow across connectors and targets. Read get_lightspeed_runs Read your Lightspeed action runs and their saved outcomes. Pass runId to open a queue; omit it to list runs yo Read get_market_overview The Market space: ICP profiles, the campaigns running against them, and how the company book distributes acros Read get_matrix_anomalies Alias for matrix_anomalies_feed. Read get_matrix_deal_probability Get a Matrix posterior win probability and evidence chain for one opportunity. Read get_matrix_digest_preview Preview the Matrix morning digest: top anomalies, slipping deals, competitor event, and deep links. Read get_matrix_recommended_actions Get EV-ranked Matrix actions for an opportunity, including workflow template keys. Read get_mcp_analytics Get MCP usage analytics dashboard: top tools, search queries, conversion funnel, tier distribution. Admin only Read get_meeting Get meeting (calendar event) details, including the attendee roster. Read get_meeting_action_items Get action items from a meeting. Read get_meeting_brief Generate a pre-meeting intelligence brief: attendee profiles, company context, recent signals, talking points, Read get_meeting_summary Get AI summary of a meeting. Read get_network_paths Relationship mapping: find warm paths to a target person. Shows shared connections, intro strategies, and warm Read get_network_stats Get network coverage, relationship strength, and warm intro health metrics. Read get_next_contacts Who should I contact next? Returns a ranked list with last touch, days since touch, signal score, and recommen Read get_opportunity Get full opportunity details including stage, amount, customFields. Read get_outreach_analytics Open/reply/bounce rates per sequence and step. Shows what\ Read get_partner Get a single partner with its full profile (type, tier, motions, commitment, target incremental ARR). Read get_partner_consumption_rollup Get a partner\ Read get_partner_revenue Get a partner\ Read get_path_to_power Rank safe, reviewable routes to decision authority for a buyer group, including rationale, next actions, and d Read get_person Get full person details including customFields, lastAction, companyName. Read get_pipeline_board The Deals list as the /opportunities page assembles it: every pipeline stage in order, with the deals sitting Read get_pipeline_metrics Pipeline metrics: total value, deal count, win rate, stage distribution. Returns an object; when there are no Read get_portal Read a hosted Portal, admission lock, copyable invite, recording states or visible meeting conversation. Pendi Read get_priority_pursuits Get Priority Pursuits — your evidence-ranked daily account and next-move list. Read get_proposition Read one proposition whole: statement, rationale, falsifier, status, the confidence HISTORY as readings (each Read get_proposition_calibration Read how well a person\ Read get_provider_connect_plan Get the exact app/API/MCP/CLI connection plan for one integration provider without enabling the infrastructure Read get_revenue_pipelines List actual revenue pipelines and evidence-backed suggested or decided stage moves. Moves respect the caller\u Read get_sequence Get sequence details including steps. Read get_sequence_analytics Get performance analytics for a sequence. Returns open rates, reply rates, bounce rates, unsubscribe rates, an Read get_signals_dashboard Intent signals across all accounts, grouped by urgency. Shows buying signals, leadership changes, hiring patte Read get_source_control_connection_events Read the recent persisted delivery and attention ledger for one source-control connection. This is the evidenc Read get_speedrun_list Legacy alias for get_priority_pursuits. Read get_thread_graph Generate the THREAD GRAPH around any node — the goal graph the owner drew, and its cousins — with no new stora Read get_user Get user details. Read get_webhook_delivery Get status, response body, and retry metadata for a webhook delivery attempt. Read get_work_board Read one board whole: its columns (each with its own staleness policy) and every card on it. The card list car Read get_work_board_rollup Read several boards as one prioritisation view. Pass Read get_work_item Read one card by id: title, body, product, assignee, reporter, creator, its stored tag, and how long it has be Read get_work_item_comments Read what people have SAID about a card, newest first: each comment Read get_work_item_delivery_evidence Read the four facts that must never be collapsed into one status: the card Read get_work_item_field_changes Read recorded edits to one card, newest first: field, previous and new values, actor, timestamp, reason and it Read get_work_item_history Read a card\ Read get_work_item_verification Read the current verification level (Full QA by default), exact definition snapshot, review expiry, owner capa Read get_work_item_worker_activity Read the human-readable worker lifecycle for one card: claim, conflict, renewal, stall, release, handoff, and Read get_work_item_worker_lease Read who, if anyone, is actively running this card’s current QA pass. Returns the accountable teammate, declar Read get_work_launch Read one launch whole: its readiness counts and every member card the caller can see, p0 first. Each card carr Read get_workflows Read workflow library, packs, activity and approval stories, builder vocabulary, or an unsaved prompt draft. P Read get_workspace_settings View your workspace configuration, enabled modules, rate limits, user count, and subscription details. Use thi Read heartbeat_work_item_qa_pass Keep the current MCP session’s claimed QA pass Live. The private bearer and fence are attached inside this pro Read inspect_provider_catalog List the canonical integration provider catalog without loading provider endpoint tools into context. Use cate Read link_decision Say that this decision SHAPED a node: a goal, an idea, a scope (initiative/epic), a card (work_item) or an ind Read link_file_to_entity Connect a knowledge file to a CRM record (company, person, opportunity). Links battle cards to accounts, playb Read link_goal Say that an initiative/epic (scopeId) REALIZES this goal or strategy, or that an idea (ideaId) SERVES it. Exac Read link_idea Connect an idea to what realizes it or relates to it. Exactly one of: scopeId (an initiative/epic realizes the Read link_proposition Say that a node ASSUMES this proposition: a goal (or strategy), a decision, an idea or an indicator rests on t Read list_actions List actions with filters. Use to answer Read list_agent_tasks List long-running agent/background tasks with status and progress. Read list_buyer_groups List buyer groups — the decision-making units at companies. Read list_calling_identities Read which numbers this seller can call or text from (their verified own number, their Adrata number, local-pr Read list_campaigns List campaigns with optional status filter. Read list_company_lists List saved company/account lists in Adrata. Use before adding companies to an existing target list. Read list_content_files Content files — the Story space. Everything the workspace has written or uploaded as narrative material, with Read list_custom_fields Discover what custom fields are set across records of a given type. Samples up to 100 records and returns all Read list_customer_signals List first-party customer signals (the store live plays fire from) for the workspace, or scope to one company/ Read list_decisions List decisions — each with its status (proposed | discussing | decided | superseded | reversed), door (one_way Read list_discussion Read the discussion under one goal, idea, decision or indicator: a flat list, oldest first, each post with inR Read list_domains List all email sending domains in your workspace with health status. Shows verification state, deliverability Read list_email_accounts List email mailboxes in your workspace. Optionally filter by domain. Shows warmup status and health scores. En Read list_executive_partner_meetings List a partner Read list_external_companies Query Adrata nightly-refreshed external company catalogs directly, such as portfolio, cohort, or source-specif Read list_external_pipeline_members List members of an external pipeline/channel before import. Supports batch/country/status filters and can flag Read list_external_pipelines List Adrata Channels: refreshable external/internal pipelines such as YC, a16z Speedrun, Techstars, CSV import Read list_goals List the goal THREADS, compact: each goal with its strategies nested, each strategy with its indicators (lates Read list_icp_profiles List the workspace ICP profiles. A workspace selling into several motions keeps one active profile per segment Read list_ideas List the ideas — each with its state (captured | explored | parked | committed | realized | dropped), the vect Read list_indicators List the indicators — each a named measure with its definition, unit, direction (up | down), kind (leading | l Read list_intro_requests List tracked warm introduction requests by status or direction. Read list_meetings List your meetings (calendar events) with optional filters. Read list_my_work_items The cards that are YOURS, across every board in the workspace, ordered the way a developer actually picks: par Read list_notes List notes, filterable by entity. Read list_outbound_leads Who is committed to Outbound right now — the people above the line on /targets, which is Pipeline\ Read list_overdue_actions List actions past their due date. Read list_partner_attributions List every partner attribution on an opportunity (who drove strategic vs influenced revenue). The API route ha Read list_partner_consumption List a partner Read list_partners List partners in the workspace. Filter by partnerType (ISV_TECH, AI_LAB, HYPERSCALER, GSI_SI, RESELLER, MARKET Read list_propositions List propositions — the claims about the world we act on — each with its statement, status (proposed | support Read list_provider_catalog List Adrata integration providers with category, auth model, runtime status, headless support, and connect pat Read list_provider_endpoints Inspect a provider endpoint/action catalog before drafting a workflow. Returns available actions, auth mode, r Read list_sequences List email sequences. Read list_sequences_full List email sequences with full details including status, step count, and enrollment metrics. Enterprise only. Read list_source_control_connections List source-control connections with repository binding count, last durably acknowledged delivery, rejection s Read list_spaces The nine spaces this workspace is organised into, in their three families (Demand: Story, Market, Sell · Suppl Read list_strategic_work_streams List a partner Read list_thread_changes Read the field-change log for one goal, idea, decision or indicator: every PATCH and state move as a row with Read list_today_actions List actions scheduled for today. Read list_toolsets List available composite toolsets. Each toolset contains multiple high-level tools. Use enable_toolset to load Read list_users List workspace users/team members. Read list_webhook_deliveries List recent delivery attempts for a webhook subscription. Read list_webhook_events List supported outbound webhook event types, payload schemas, and examples. Read list_webhooks List outbound webhook subscriptions for the workspace. Read list_work_board_rollups List the curated roll-ups in the workspace. The implicit Read list_work_boards List the work boards in the connected workspace. Returns each board id, name, the company it is run for (if an Read list_work_item_acceptance_criteria Read the ordered, executable definition of done for one card. Each criterion says where to check, any starting Read list_work_item_qa_evidence Read the durable image/video QA receipts attached to one card. Returns governed metadata and availability, nev Read list_work_launches List the launches in the workspace — each a named, dated set of cards that must ship together, with its readin Read list_work_scopes The containers ABOVE the cards: every initiative, epic, and feature in the workspace, flat, each with its pare Read list_workspace_connectors The Cloud space: what is ACTUALLY connected in this workspace — the connector registry joined to the live OAut Read list_workspace_seats List the people already seated in the connected workspace, with their role. Read-only. Read list_workspaces List the workspaces the authenticated user is actually a member of, with their role in each. Use before switch Read log_interaction Log a sales interaction — finds the person (or creates them), creates an action with metadata, and optionally Read make_call Preview or queue a call that rings the seller’s own phone first and connects the recipient once the seller ans Read morning_brief Get your daily morning intelligence brief. Delivers top priorities, overnight signals, pipeline health, calend Read paper_app_audit Audit Paper app MCP coverage. Returns the Paper app API surfaces, local cache model, and which MCP tools cover Read paper_get_company Get the company context record Paper shows in calendar and workspace context rails. Read paper_get_document Get a Paper document by id from the active workspace. Read paper_get_email_thread Get messages for a Paper email thread. Read paper_list_calendar_events List Paper calendar events for a UTC ISO-8601 start/end window. Read paper_list_documents List Paper documents from the active workspace. Paper documents are Adrata documents with type=paper. Read paper_list_email_threads List Paper inbox thread summaries. Read paper_list_shares List workspace document share links, optionally filtered by resource id. Supports Paper and Multiverse documen Read paper_list_tasks List the seller task board used by Paper. Read pause_sequence Pause a running sequence. Enrolled contacts will stop receiving emails until the sequence is reactivated. Ente Read preview_work_item_acceptance_reaffirmation Read the exact current criterion definitions and preserved independent QA evidence for a legacy human-accepted Read purchase_domain Purchase a domain for email sending through Adrata. The domain will be added to your workspace and ready for D Read qualify_company Qualify a company against your ICP Matrix. Returns a coaching narrative with score, intent signals, deal autho Read rank_companies_by_icp Rank imported companies by similarity to the workspace ICP/closed-won profile. Use immediately after external Read rank_partners_for_account Rank the partners best positioned to break into a target account. Returns an explainable break-in probability Read reaffirm_work_item_current_acceptance Record a separate owner approval of the exact CURRENT scope and existing QA evidence from preview_work_item_ac Read recall Search saved memories by text query. Returns memories ranked by relevance. Use this to recall facts, preferenc Read record_decision Record a decision as PROPOSED: title, body in the register Read record_indicator_reading Append a reading to an indicator: the value observed, optionally the value the plan EXPECTED by that date (thi Read record_proposition_reading Append a reading to a proposition: the confidence 0-1 you now hold, the EVIDENCE that moved it (required — a c Read relate_decisions Draw a typed edge from one decision to another. refines = the related decision is a SUB-DECISION of this one ( Read release_lead_from_outbound Take a lead back out of Outbound — below the line on /targets, out of Pipeline\ Read release_work_item_qa_pass Release or hand off the current MCP session’s QA pass. This closes the active lease but does not change the ca Read reorder_sequence_steps Reorder every step in an unenrolled draft sequence. Preserves forward branch targets; rejects live/history-bea Read replay_webhook_delivery Replay a failed or previous webhook delivery. Read reply_to_email Reply to a specific email thread. Maintains threading and CRM tracking. Read research_company Deep research report on a company: firmographics, tech stack, funding, news, competitors, intent signals. Orch Read research_person Deep research on a person: professional profile, communication preferences, intro paths, recent activity. Orch Read satisfy_work_item_acceptance_criterion Tick one acceptance criterion with the evidence you actually observed. WHERE AND WHEN YOU TICK FROM DECIDES W Read score_company_icp Score how well a company matches your Ideal Customer Profile. When several profiles are active this scores the Read search_capabilities Search the authorized capability registry without loading schemas into context. A branded server fixes the nam Read search_companies Search companies by name, domain, industry, or status. Returns customFields. Read search_domains Search for available domains to purchase for email sending. Returns matching domains with pricing and availabi Read search_emails Search emails by subject, sender, recipient, or folder. Read search_emails_composite Full-text search across synced inbox by sender, subject, date range, or company. Returns formatted results wit Read search_knowledge Search wiki pages and knowledge files (battle cards, playbooks, competitive intel). Returns matching content r Read search_leads Search leads (people with status=LEAD). To update, use update_person. Read search_opportunities Search deals by name, stage, company, or owner. Read search_people Search people by name, email, company, title. Returns all statuses. Filter by contactCategory to separate real Read sloan_handoff Hand a prospect to Sloan (the AI executive assistant): creates a follow-up objective so Sloan pursues the meet Read sloan_status What Sloan (the AI executive assistant) is doing: follow-up objective counts by state, work due soon, drafts a Read take_decision_position Take the CALLER Read test_provider_credential Run a policy/audit-mapped credential test for a provider. Defaults to dry-run so Claude Code can check shape a Read test_webhook Queue a signed webhook.test delivery to validate a subscription endpoint. Read track_conversion Track a tier conversion event (internal). Used by billing to record upgrades: free->pro, pro->enterprise. Read unsatisfy_work_item_acceptance_criterion Un-tick one acceptance criterion, back to \ Read upgrade_account Open the Adrata Edition signup page in your browser to upgrade your account. Read validate_extension_manifest Validate a custom extension manifest (custom tables, fields, views, record cards, workflow nodes, provider act Read validate_integration_manifest Validate a custom integration manifest against the Adrata safety gates (auth, scopes, rate limits, test endpoi Read validate_workflow_draft Validate an Adrata workflow draft. Ensures every step has permissions, audit event mapping, policy risk, and d Read verify_domain Check DNS propagation status for an email domain. Returns verification status for SPF, DKIM, and DMARC records Read verify_work_item_qa_evidence_playback Record the separate fact that you REOPENED an already-uploaded QA video in the card UI and personally observed Read who_am_i Get your user profile with usage statistics — tier, top tools used, recent activity, saved memories count, and Read workspace_status Check which credential this MCP server is actually running on, what tier it grants, which workspace it is acti

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Other MCP servers with similar tools — same risk classification, starter policies for each.

FAQ

Questions about Adrata

Can an AI agent move money through the Adrata MCP server? +

Yes. The Adrata server exposes 1 financial tools including transfer_work_item_between_boards. Without a policy, an autonomous agent can call these with no spend caps, no rate limits, and no approval flow. PolicyLayer lets you block financial tools by default, require human approval, or set per-tool rate limits — enforced on every call.

Can an AI agent delete data through the Adrata MCP server? +

Yes. The Adrata server exposes 24 destructive tools including bulk_delete_buyer_groups, cancel_agent_task, delete_action. These permanently remove resources with no undo. PolicyLayer blocks destructive tools by default so they never reach the upstream server.

How do I prevent bulk modifications through Adrata? +

The Adrata server has 112 write tools including activate_sequence, add_buyer_group_member, add_provider_action_column. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach Adrata.

How many tools does the Adrata MCP server expose? +

395 tools across 5 categories: Destructive, Execute, Financial, Read, Write. 241 are read-only. 154 can modify, create, or delete data.

How do I enforce a policy on Adrata? +

Register the Adrata MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Adrata

What Adrata exposes to your agents

The most dangerous Adrata tools

How to control Adrata

All 395 Adrata tools

Related servers

Questions about Adrata

Enforce policy on every Adrata tool call.