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// SCAN REPORT

Max MCP Server

415 tools. 206 can modify or destroy data without limits.

51 destructive tools with no built-in limits. Policy required.

Last updated:

206 can modify or destroy data
209 read-only
415 tools total

Community server · catalogue entry checked 17/10/2026

How to control Max MCP Server ↓

TOOL MAP

What Max MCP Server exposes to your agents

Read (209) Write / Execute (155) Destructive / Financial (51)

Running more than one server? Check your whole stack →

MOST DANGEROUS TOOLS
Critical Risk

The most dangerous Max MCP Server tools

Financial · Critical start_warmup Tool directly charges money to the workspace on a recurring basis until cancelled. Financial · Critical create_mailpool_order Irreversibly charges workspace funds to purchase domains and mailboxes from external supplier. Financial · Critical resume_warmup Tool may trigger financial charges by paying past-due warm-up fees. Financial · High verify_emails Tool consumes financial credits for email verification, constituting a financial obligation.

206 of Max MCP Server's 415 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

POLICY

How to control Max MCP Server

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

Block financial tools by default
{
  "create_mailpool_order": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Requires human approval."
      }
    ]
  }
}

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

Deny destructive operations
{
  "automation_cancel_run": {
    "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
{
  "add_campaign_audience_prospects": {
    "limits": [
      {
        "counter": "add_campaign_audience_prospects_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations
{
  "agent_draft_get": {
    "limits": [
      {
        "counter": "agent_draft_get_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

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

  1. Create a free account and register Max MCP Server — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
ENFORCE POLICY ON MAX →

Instant setup, no code required.

FULL CATALOGUE

All 415 Max MCP Server tools

FINANCIAL 4 tools
Financial create_mailpool_order CHARGES THE WORKSPACE: buys domains and pre-configured sending mailboxes from Mailpool (real supplier purchase Financial resume_warmup MAY CHARGE THE WORKSPACE: undoes a pending cancellation (free), or pays a past-due warm-up Financial start_warmup CHARGES THE WORKSPACE: buys email warm-up for each mailbox, billed the first day now and then daily until canc Financial verify_emails Queue email verification (Bouncer) for prospect_ids or a whole list_id. CHARGES CREDITS (402 if insufficient).
DESTRUCTIVE 47 tools
Destructive automation_cancel_run Cancel a queued or waiting (delayed) run; 409 if it already ran or is running. Returns {data: Run}. Destructive automation_delete Permanently delete a workflow with all its versions and run history. Returns {data: {deleted: true}}. Destructive automation_discard_draft Archive the pending draft, keeping the active version (409 if there is no draft; 404 where the draft lifecycle Destructive bulk_delete_organizations Delete multiple organizations. Set deleteProspects=true to cascade-delete linked prospects. Destructive bulk_delete_prospects Delete multiple prospects by IDs. Destructive cancel_meeting Cancel a recorded meeting by its meetings.id UUID. If the meeting has a Cal.com booking uid it is cancelled on Destructive cancel_meeting_series Cancel a recurring Cal.com series from one occurrence (meeting_id): scope Destructive cancel_warmup Stop a warm-up at the end of its paid period (no refund; ends immediately if unpaid). resume_warmup undoes a p Destructive clear_failed_requests Drain the dead-letter queue. Returns the number of entries removed. Use after manually replaying or after reso Destructive decline_meeting Reject a pending Cal.com booking request by meeting_id, with an optional reason. Irreversible; Cal.com notifie Destructive delete_calendar_event Delete an event from a synced Google/Outlook calendar by event_id + account_id. Irreversible; the provider may Destructive delete_campaign Permanently delete a campaign and all its workflow executions. Prefer archive for soft removal. Destructive delete_campaign_attachment Remove a file from the campaign attachment library. Refused (409) while any campaign step — or a prospect alre Destructive delete_deal Permanently delete a deal, its line items and attached files. Irreversible. Fails (500) if documents are linke Destructive delete_deal_attachment Permanently delete a file attached to a deal. Irreversible. Returns {success: true}. Destructive delete_deal_pipeline Permanently delete an EMPTY deal pipeline; 409 pipeline_in_use if it holds deals (archive it instead). The las Destructive delete_deal_stage Delete a custom deal stage (default stages can Destructive delete_deal_stage_rule Delete a deal stage entry rule. Returns {success: true}. Destructive delete_icp Permanently delete an ICP and its record links (searches it produced are kept). Prefer update_icp status=archi Destructive delete_meeting_link Permanently delete a booking page and its lead submissions; its address stops working. The CRM people it captu Destructive delete_organization Delete an organization. Linked prospects get organization_id = null. Destructive delete_prospect Delete a prospect permanently. Destructive delete_prospect_list Delete a prospect list (prospects themselves are NOT deleted). Destructive delete_prospect_profile_hook Delete a profile hook permanently. Destructive delete_saved_view Permanently delete a saved view (creator or signed-in admin only). Records are untouched. Returns {data: {id}} Destructive delete_schedule_preset Delete a saved schedule. Campaigns keep their own copy, so this never changes how an existing campaign sends. Destructive disconnect_data_supplier Revoke the workspace Destructive pipeline_delete_campaign_route Delete a campaign outcome route. Returns {success}. Destructive pipeline_delete_canvas_draft Delete an unpublished change set. Returns an empty body (204) on success. Destructive pipeline_delete_link Delete a pipeline link (stops its auto_move handoff). Returns {success}. Destructive pipeline_delete_pipeline Permanently delete a non-default pipeline with its stages and links. If it holds prospects pass reassign_to, e Destructive pipeline_delete_placement Forget a canvas node Destructive pipeline_delete_stage Permanently delete a custom column (system columns can Destructive pipeline_delete_stage_rule Permanently delete a stage rule. Returns {success}. Destructive pipeline_webhook_delete Permanently delete an endpoint with its branches and delivery log; its URL stops accepting posts. Returns {dat Destructive pipeline_webhook_route_delete Permanently delete a routing branch; payloads it matched fall through to the remaining branches. Returns {data Destructive remove_campaign_audience_prospects Take people out of a campaign and stop any in-flight executions so they get no further outreach. Enrollment is Destructive remove_deal_line_item Remove a line item from an OPEN deal (soft-removed, kept in history). Returns {data: {id}}. Destructive remove_deal_prospect Unlink a contact (prospect_id) from a deal. A won deal must keep at least one contact. Returns {success: true} Destructive remove_prospects_from_list Remove prospects from a prospect list by their UUIDs. Destructive revoke_campaign_share_link Disable a campaign Destructive revoke_organization_share_link Disable an organization Destructive revoke_people_share_link Disable the People database public share link; the URL stops working. Admin only. Destructive revoke_prospect_list_share_link Disable a list Destructive revoke_prospect_share_link Disable a prospect Destructive social_cancel_invitation Withdraw a pending invitation sent by the account (LinkedIn only). Destructive stop_campaign Stop an active or paused campaign permanently — cannot be resumed.
EXECUTE 22 tools
Execute approve_proposal Approve a pending proposal and launch its draft campaign. SYNCHRONOUS — max-agent builds the prospect list, cr Execute automation_activate Publish the pending draft and arm its trigger — from now on it fires automatically on real records (422 with { Execute automation_resume Re-arm a paused workflow Execute automation_run Fire the workflow once, now, inline — runs the draft if one exists, else the active version — and REALLY execu Execute enrich_organization Run Claire deep-research on an organization and save the result onto the record. SYNCHRONOUS — waits for Clair Execute generate_message_preview Use AI to generate a personalized message for a prospect. Charges credits. Specify channel and prompt. Execute generate_workflow Use AI to generate a campaign workflow from natural language. Charges credits. Provide a prompt or structured Execute launch_campaign Launch a draft campaign — transitions draft → active and creates workflow executions for each prospect. Execute pipeline_preview_rule_assignment Dry-run an Execute pipeline_webhook_replay_delivery Re-run a logged delivery Execute pipeline_webhook_test Run a sample JSON payload through an endpoint Execute refresh_prospect_social_profiles Recompute the prospect Execute run_prospect_profile_hook Run a profile hook immediately (synchronous, up to ~5 min). May charge credits for the provider work. Returns Execute simulate_account_connected Fire a Unipile account-connected webhook event. Use to test the handler that creates/updates an account record Execute simulate_account_status Fire a Unipile account-status webhook. Use to test status changes (OK, CREDENTIALS, ERROR, CONNECTING, STOPPED Execute simulate_email_tracking Fire a Unipile mail_opened or mail_link_clicked tracking event. Pass label as Execute simulate_linkedin_messaging Fire a Unipile LinkedIn messaging event (message_received, message_read, message_delivered, etc.). Use to test Execute simulate_new_email Fire a Unipile mail_received webhook. Use to test inbound email handling — reply detection, chat thread creati Execute simulate_new_relation Fire a Unipile new_relation event (LinkedIn invitation accepted). Use to test that the connection record is up Execute sync_all_warmups Refresh every live warm-up from Mailpool. Returns {data, unmanaged (warm-ups Mailpool runs that Max doesn Execute sync_calendars_now Pull the latest events from the synced Google/Outlook calendars now: every account, or only account_id. May ta Execute sync_warmup Refresh one warm-up
WRITE 133 tools
Write add_campaign_audience_prospects Add people directly (no list) by prospect_ids, organization_ids and/or stage_keys — at least one required. On Write add_deal_line_item Add an active catalog item (offering_id) to an OPEN deal at an agreed unit_price in the deal Write add_deal_prospect Link a prospect to a deal as a contact, with optional role and is_primary. Returns {data: DealContact[]} (all Write add_prospects_to_list Add prospects to a prospect list by their UUIDs. Write add_sales_os_desktop_item Add a sticky note (text), a shortcut to a Max page (href, e.g. /campaigns/42) or a folder (name) to the member Write agent_draft_create Stage an action (e.g. send a nudge, upsert a CRM contact, export a CSV) as a PENDING draft in the workspace fo Write apollo_add_more Append more leads to an existing Apollo list (async). Re-runs the saved search for additional results. Write apollo_create_list LAST RESORT: create an Apollo-backed prospect list (async). Use only when getleads_create_list and the Explori Write approve_inbox_draft Approve a drafted reply and send it in-thread via Unipile, setting the action Write archive_campaign Archive a campaign (soft delete) — hidden from default views but restorable. Write archive_chat Archive a chat (soft delete). Messages remain, use archived=true filter to see them. Write attach_campaign_audience_list Attach a prospect list as included (default) or excluded, also while running. Unless enroll_now=false, an incl Write attach_campaign_to_intent_trigger Link an existing campaign to up to 20 intent triggers so a changed signal auto-launches it. Idempotent. Return Write auto_create_organization_list Create a saved company (organization) list from unified criteria (async). GetLeads first (company names, indus Write auto_create_prospect_list Default way to source new people: create a prospect list from unified criteria (async). Starts on the member Write automation_create Create a workflow (unique name) with a first draft version; nothing fires until automation_activate. Returns { Write automation_deactivate Pause an active workflow: disarms its trigger; versions, runs and counters stay. Returns {data: WorkflowDetail Write automation_save_draft Replace the workflow Write automation_update Rename or redescribe a workflow (definition changes go through automation_save_draft). Returns {data: Workflow Write book_meeting Create a Cal.com booking and record it as a meeting. event_type_id defaults to the connection Write bulk_create_intent_triggers Create one monitor per member of a prospect_list_id (first 200) OR per organization_ids, sharing signal_type/p Write bulk_import_organizations Import multiple organizations. Deduplicates by domain. Returns imported/existing/failed counts. Write bulk_import_prospects Import multiple prospects at once. Deduplicates by email. Returns imported/existing/failed counts. Write connect_calendar Connect the workspace Write create_calendar_event Create an event directly on a synced Google/Outlook calendar (account_id; primary calendar unless calendar_id) Write create_campaign Create a new campaign in draft state. Requires name, included_lists, and accounts. Won Write create_campaign_share_link PUBLISHES the campaign: enables an Write create_deal Create a native Max deal. Requires name; defaults to the default pipeline Write create_deal_pipeline Create a deal pipeline seeded with the default stages (max 10 per workspace). Returns {data: Pipeline}. Write create_deal_stage Add a stage (column) to a deal pipeline (max 24): label, optional color, type, win_probability, position. Retu Write create_deal_stage_rule Add an entry rule to a deal stage: rule_action notify, assign or enroll_campaign (enrolls the deal Write create_icp Save a new ICP. Only name is required; criteria/profile can be filled later. 409 code name_taken on a duplicat Write create_intent_trigger Set up a monitor that watches for a buying signal (funding, hiring, tech_stack, news, job_change, topic, or cu Write create_linkedin_prospect_list Create a list filled by a people search run on a connected LinkedIn account (classic or Sales Navigator). No c Write create_meeting_link Publish a new booking page. Only title and time_zone (the host Write create_organization Create a new organization/company record. Write create_organization_share_link PUBLISHES the organization: enables an Write create_people_share_link PUBLISHES the workspace Write create_prospect Create a single prospect. Deduplicates by email — returns existing row if email already exists. Write create_prospect_intelligence_watchers Ask Claire to propose recurring research watchers for a prospect and create up to 4 (as claire profile hooks, Write create_prospect_list Create an empty platform prospect list. To source NEW leads into a list use auto_create_prospect_list (GetLead Write create_prospect_list_share_link PUBLISHES the list publicly: anyone with the link (/share/{token}) can view its prospects (contact details mas Write create_prospect_profile_hook Create a recurring watcher on a prospect (scrapecreators social posts, fullenrich contact refresh, or claire r Write create_prospect_share_link PUBLISHES the prospect publicly: anyone with the link (/share/{token}) can view it (contact details masked). C Write create_sales_catalog_field Define a custom catalog field (max 50): key, label, type text|number|boolean|date|select, kind product|service Write create_sales_catalog_item Create a catalog product/service: name, kind; optional description, status draft|active|archived (default draf Write create_saved_view Save a named view (filters, sorting, columns, page size) on a list surface; appended as the last tab. 409 code Write create_schedule_preset Save a scheduling_config under a name so later campaigns can reuse it. Names are unique per workspace. Set is_ Write crm_assign_prospects Assign prospects to HubSpot owners using agent_settings.assignment_rules (or assignment_rules_override). First Write crm_export_import_csv Build a HubSpot-import CSV (base64-encoded) from prospects. When dedup_against_hubspot (default true), drops p Write crm_upsert_company Create-or-update a company in the connected CRM, matched by domain — never creates a duplicate. Requires a rea Write crm_upsert_contact Create-or-update a contact in the connected CRM, matched by email — never creates a duplicate. Use when the us Write disable_trigger Disable an intent trigger (sets active=false) so it stops re-polling. Returns the updated {data: IntentTrigger Write disconnect_account Disconnect a LinkedIn or email account from the workspace. Use hosted_auth_link to reconnect. Write disconnect_synced_calendar_account Disconnect a synced Google/Outlook calendar account by account_id (any member Write duplicate_campaign Copy a campaign into a new draft (workflow, scheduling, exclusions, lists, accounts). Run history, enrolled pe Write explorium_add_more Append more leads to an existing Explorium list (async). Re-runs the saved search for additional results. Poll Write explorium_create_company_list Create an Explorium-backed company (organization) list (async). Prefer auto_create_organization_list, which ru Write explorium_create_list SECOND CHOICE after getleads_create_list: create an Explorium-backed prospect (people) list (async). Use for w Write fill_icp Fill an ICP Write generate_icp Draft an ICP with Max from a free-text brief (or refine icp_id). CHARGES workspace credits; slow (up to ~90s). Write generate_workspace_intel Have Max scan the workspace Write getleads_add_more Append more contacts to a COMPLETED GetLeads list (async), re-running its saved filters from the next offset. Write getleads_create_list FIRST CHOICE for sourcing new people: create a GetLeads-backed prospect list (async). Needs at least one targe Write import_prospect_list_csv Create a new prospect list and import prospects in one call. Each row needs an email (for dedup). Write modify_proposal Adjust a pending proposal WITHOUT launching it: pass modifications (titles, target_prospect_ids, campaign_name Write move_deal Move a deal to stage_id (any pipeline). Runs the target stage Write notion_append_blocks Append an array of Notion block JSON objects to an existing page (chunked into ≤100-block requests). Requires Write notion_create_page Create a new Notion page under a parent page, with an optional body of Notion block JSON. Requires agent_setti Write notion_publish_weekly_brief Render a crm_weekly_brief_compose output as a DRAFT Notion page (H1 title + H2 section per part) under the wor Write pipeline_create_campaign_route Route a campaign outcome (contacted/replied/bounced/opted_out) into a column: prospects are moved there automa Write pipeline_create_canvas_draft Start a change set based on current Production (empty, or duplicate_from another); add operations with pipelin Write pipeline_create_link Link two pipelines, or two columns (both stage ids) as a handoff; auto_move=true moves every prospect entering Write pipeline_create_pipeline Create a pipeline (max 12 per workspace); starter columns are seeded unless seed_stages=false. Returns {data: Write pipeline_create_stage Add a column to a pipeline (workspace default when pipeline_id omitted; max 24 per pipeline). Returns {data: S Write pipeline_create_stage_rule Add an on-enter rule to a column: every prospect entering it gets rule_action (enroll in campaign, notify, ass Write pipeline_publish_canvas_draft Atomically apply a Write pipeline_rebase_canvas_draft Re-base a drifted change set onto current Production (new base fingerprint); review and mark ready again befor Write pipeline_reorder_stages Set a new left-to-right column order. Returns {data: Stage[]} (every column). Write pipeline_rollback_canvas_publication Create a NEW draft change set that reverts a publication (422 if Production changed since). Nothing goes live Write pipeline_set_placement Save where a campaign / webhook / deal-pipeline node sits on the journey canvas (upsert by kind + ref_id). Lay Write pipeline_update_campaign_route Point a campaign route at another column, or arm/disarm it. Returns {data: CampaignRoute}. Write pipeline_update_canvas_draft Save a change set Write pipeline_update_link Relabel, re-point, pin/unpin columns or arm/disarm auto_move on a pipeline link. Returns {data: Link}. Write pipeline_update_pipeline Rename, recolor, reorder or archive a pipeline, make it the default (is_default=true), or set its canvas posit Write pipeline_update_stage Rename, recolor, retype, move or archive a column. Returns {data: Stage}. Write pipeline_update_stage_rule Change a stage rule Write pipeline_webhook_create Create an inbound webhook endpoint that turns posted JSON into prospects. Pass to_stage_id to seed a catch-all Write pipeline_webhook_route_create Add a branch sending payloads that match filter (omit = catch-all) from webhook_id into column to_stage_id. Re Write pipeline_webhook_route_reorder Set the evaluation order of one endpoint Write pipeline_webhook_route_update Partially update a branch: to_stage_id, label, filter (replaced whole), position, is_enabled. Returns {data: R Write pipeline_webhook_update Partially update an endpoint (name, auth, field_mapping, routing/dedupe mode, rate limit, is_enabled). Changin Write reject_inbox_draft Reject a drafted reply so it will not be sent, setting the action Write reject_proposal Reject a pending proposal so it will not be launched. Returns the updated {data: SignalProposal (status Write restore_campaign Restore an archived campaign back to draft status. Write resume_campaign Resume a paused campaign — transitions paused → active. Write send_booking_link Compose the rep Write send_chat_message Send a manual reply in an existing Unibox chat. Channel (email/LinkedIn) is inferred from the chat. Write send_new_email Compose and send a brand-new email to any recipient, outside any chat or campaign. Sends from the workspace Write set_campaign_step_attachments Choose which library files one step sends with its message (send_email, send_linkedin_message or send_whatsapp Write set_channel_sync_rules Replace an account Write set_inbox_autopilot Set the workspace Write social_comment Publish a comment on a post, or a reply to one of its comments, as the account (public). Returns {comment_id}. Write social_handle_invitation Accept or decline an invitation received by the account. Returns {status: ACCEPTED|DECLINED}. Write social_invite Send a connection invitation (LinkedIn) or follow request (Instagram) as the given account — goes out to the p Write social_send_inmail Send a LinkedIn InMail as the account — sends a message and spends one InMail credit of the chosen product (se Write suggest_chat_replies Generate up to 3 ready-to-send reply drafts for a Unibox chat (nothing is sent). Charges 1 automation credit p Write unlink_icp Remove one ICP link by link_id (the record itself is untouched). Returns {data: {id}}. Write update_account Update account sender name, timezone, working hours, and email signature. Write update_account_rate_limit Update daily or weekly sending cap for a specific rate-limit row. Write update_calendar_event Patch an event on a synced Google/Outlook calendar by event_id + account_id; omitted fields are left unchanged Write update_campaign Partial update of a campaign — name, description, workflow, lists, accounts, scheduling. Name and description Write update_campaign_ab_test Apply one live traffic control to an email step Write update_campaign_memory Record/update Max Write update_chat Update chat metadata — title, read state, archived status, prospect link. Write update_data_supplier Enable/disable a connected data supplier or replace its saved default search config. 404 if the provider is no Write update_deal Partially update a deal (name, amount, currency, close_date, probability, owner_id, organization_id, descripti Write update_deal_pipeline Rename, reposition, make default, or archive/restore a deal pipeline. Returns {data: Pipeline}. Write update_deal_stage Update a deal stage Write update_deal_stage_rule Update a deal stage rule Write update_icp Patch an ICP: rename, archive, make default, or replace its criteria/profile. Omitted fields are untouched, bu Write update_meeting_attendance Mark (absent: true) or clear (absent: false) a guest Write update_meeting_link Change any subset of a booking page Write update_organization Update an organization Write update_prospect Update a prospect Write update_prospect_list Update a prospect list (only list_name and status are editable). Write update_prospect_profile_hook Update a profile hook Write update_sales_catalog_item REPLACE a catalog item: omitted optional fields reset to defaults, so send the full record plus expected_updat Write update_saved_view Rename, reconfigure, reorder, share/unshare or make default a saved view. Only the view Write update_schedule_preset Rename a saved schedule, replace its scheduling_config, or make it the workspace default. At least one field b Write update_warmup Change a warm-up Write update_workspace_profile Create or update workspace profile settings for the authenticated workspace via DigitalCrew API (PUT upsert). Write upload_campaign_attachment Add a file (a PDF guide, one-pager, screenshot or short video) to the workspace
READ 209 tools
Read agent_draft_get Fetch one agent action draft by id, including its full payload, current state, audit trail, and any execution Read agent_draft_list List agent action drafts in the workspace, optionally filtered by state (pending/approved/rejected/executed/fa Read automation_get Get one workflow with its draft_version and active_version documents and webhook_url. Returns {data: WorkflowD Read automation_get_run One run with per-step states, outputs and errors (403 for document-triggered runs without a member session). R Read automation_list List the workspace Read automation_list_runs A workflow Read automation_list_versions Every version of a workflow (draft, active, archived), newest first. Returns {data: Version[]}. Read bulk_enrich Queue many prospects and/or organizations for background enrichment by the cron worker (does NOT run inline). Read bulk_get_campaign_node_run_counts Node run counts for up to 100 campaigns in one call: { nodeRunCounts: { campaignId: { nodeId: count } } }. Ina Read calendar_status Return the workspace Read claire_deep_research Multi-source background research on a named person or company. Returns recent activity, news, role context, co Read claire_extract_prospects_from_url Fetch a public URL (conference attendee list, team / about page, press release, panel announcement, etc.) and Read claire_find_competitors Identify direct competitors of a company by URL. Returns a list of competing companies with descriptions and s Read claire_market_watch Run a market-watch pass on a URL, optionally filtered by criteria (e.g. Read claire_search Free-text research query against Claire Read confirm_meeting Accept a pending Cal.com booking request (status Read crm_detect_forecast_changes Compare current open HubSpot deals against the workspace Read crm_get_contact Fetch a single CRM contact by email (the dedup identity). Returns {data: contact} or {data: null} if not found Read crm_get_deal Fetch a single HubSpot deal by id, including its full properties and associated company/contact ids. Returns n Read crm_list_activities List HubSpot engagements (call/email/meeting/note/task) with optional filters (deal, contact, owner, types, si Read crm_list_deals List deals from HubSpot with optional filters (stage, owner, pipeline, amount range, close-date range, modifie Read crm_list_owners List HubSpot owners (sales reps) for the workspace. Returns id, email, firstName, lastName, teams. Use to map Read crm_list_pipeline_stages List deal pipeline stages (optionally scoped to one pipeline). Returns id, label, displayOrder, pipelineId, is Read crm_pipeline_risk_scan Scan open HubSpot deals for risk: days inactive, days-to-close, missing fields (amount/owner/next_step/last_ac Read crm_score_prospects Score prospects 0–100 against the workspace ICP rules (agent_settings.icp_rules): country 25, industry 25, emp Read crm_search_contacts Search the connected CRM (HubSpot) for contacts by free text (name, email, company). Returns {data: contacts[] Read crm_status Report whether HubSpot is connected for this workspace. Returns { connected: bool, provider, connections: [{ p Read crm_weekly_brief_compose Compose a structured weekly sales brief from last week Read detach_campaign_audience_list Detach a prospect list from a campaign. People it already enrolled stay in — use remove_campaign_audience_pros Read dismiss_duplicate_pair Mark a duplicate pair as not-a-duplicate so it leaves the pending queue. Records are untouched. Returns {succe Read enrich_contact_details Find emails/phones (optionally LinkedIn URLs) for prospect_ids or a whole list_id via FullEnrich (default) or Read enrich_prospect Run Claire deep-research on a prospect and save the result onto the record. SYNCHRONOUS — waits for Claire (ma Read enrich_prospect_with_claire Enrich a saved prospect using Max-owned FullEnrich jobs. Optional categories select exactly which data is save Read ensure_default_icp Make sure the workspace has a default ICP that says who to look for: returns the current default, else promote Read fullenrich_get_job Poll a Max FullEnrich job by job_id. Returns status, phase, categories, matched, result, provider_credits, cre Read get_account Get full details of a connected account — provider, channel, config, sync status. Read get_account_rate_limits Get daily/weekly sending limits and current usage for a specific account. Read get_agent_session_messages Read one of the caller Read get_analytics_overview Workspace analytics for a period, optionally filtered by campaign_ids/account_ids: totals and rates per channe Read get_availability Fetch open booking slots for an event type, grouped by date. event_type_id defaults to the connection Read get_campaign Get full details of a campaign by ID — workflow, scheduling, accounts, prospect lists, stats. Read get_campaign_ab_tests Every email step testing 2+ variants: weights, live traffic share, per-variant sent/open/click/reply/bounce ra Read get_campaign_audience Lists the campaign draws from (included/excluded, live member count, pending_count not yet enrolled) plus a ro Read get_campaign_engagement_summary Engagement summary for a campaign: open/click/reply/bounce rates plus per-link click detail (top links, distin Read get_campaign_feed Most recent workflow steps executed in a campaign, newest first: node, action_type, status, error_message, pro Read get_campaign_launch_preflight Before launch: how many people in the audience at least one sequence step can reach. Returns { audience, reach Read get_campaign_lead_analytics Per-prospect breakdown — where each lead is in the workflow and message event history. Read get_campaign_memory Read Max Read get_campaign_node_run_counts Map of workflow node ID → execution count. Useful for funnel visualization. Read get_campaign_share_link Read a campaign Read get_campaign_stats Aggregate performance stats — email open/reply rates, LinkedIn connection/reply rates, execution counts. Read get_channel_sync_rules Get one account Read get_chat Get full details of a single Unibox chat/conversation thread. Read get_circuit_status Inspect the circuit-breaker state for each upstream host the MCP server has called. Shows whether requests are Read get_contact_enrichment_job Status of a contact-enrichment job: {job_id, status (pending|processing|completed|failed), total, enriched_cou Read get_current_workspace Return the Max workspace this connection reads and writes: {data: {workspace_id, workspace_name, auth_method, Read get_dashboard_kpis Workspace-wide aggregate stats — execution counts, email/LinkedIn rates, completion percentage. Read get_data_quality_settings Read the workspace Read get_deal Get one native deal by deal_id with its organization and linked contacts (each omitted if the key lacks organi Read get_deal_board_totals Per-stage totals for one deal pipeline, optionally filtered by status/owner_id/organization_id/search. Returns Read get_default_icp Read the workspace Read get_email_tracking_events Raw per-event email tracking rows for a prospect (opens, clicks, replies, bounces) with url/ip/user_agent deta Read get_email_verification_job Status of an email-verification job: {job_id, status (pending|processing|completed|failed), total, error_messa Read get_enrichment_credits Return the workspace Read get_enrichment_status Check the enrichment state of a single prospect or organization. Provide exactly one of prospect_id or organiz Read get_entity_analytics 360° analytics for one person (prospect) or organization over a period: touch totals per channel, meetings, by Read get_icp Get one ICP by id with its criteria, profile and stats. Returns {data: Icp}. Read get_inbox_autopilot_status Return the workspace Read get_inbox_placement Get one inbox placement check: {check, result} with placement per provider and per seed inbox once completed ( Read get_link_click_details Link clicks for a campaign grouped by url, with total click counts and unique-prospect counts. Sorted by click Read get_mailpool_pricing Monthly price per done-for-you mailbox (USD and credits) for Google and Microsoft, and whether purchasing is e Read get_meeting_link Get one booking page by meeting_link_id, with Read get_organization Get full details of an organization — domain, industry, employee count, funding, social URLs. Read get_organization_geo_points The workspace Read get_organization_geo_stats Geographic distribution of the workspace Read get_organization_share_link Read an organization Read get_people_share_link Get the public share link of the workspace Read get_prospect Get full profile of a prospect — name, title, company, LinkedIn, email, location, enrichment data. Read get_prospect_campaign_activity Chronological log of message events for a prospect across all campaigns (newest first). Read get_prospect_engagement_timeline Chronological email engagement timeline for a prospect (oldest first) — every open, click, reply, and bounce. Read get_prospect_list Get full details of a prospect list by ID — status, search config, result counts, timestamps. Read get_prospect_list_share_link Get a list Read get_prospect_qualification Qualification derived from the prospect Read get_prospect_share_link Get a prospect Read get_sales_workspace Read-only map of the sales setup (lists, campaigns, signals, people/deal pipelines and stages, stage rules, me Read get_saved_view Get one saved view by id. Returns {data: SavedView}. Read get_signal_history Return the detected SignalEvent rows for a single trigger — each event records whether the poll found changes, Read get_signal_proposal Fetch a single signal proposal by id, including its full recommendation (campaign name/description, workflow_c Read get_team_calendar_availability Per-member free/busy from the workspace Read get_unibox_message Get one Unibox message Read get_unibox_sync_progress Live state of the Unibox history import: per-account phase and counters plus a summary. Cheap; poll while sync Read get_upcoming_meetings List upcoming meetings (excluding cancelled/rejected) ordered by start time ascending. from defaults to now an Read get_warmup_deliverability Warm-up health of every done-for-you mailbox, read live from Mailpool: status, health score, inbox rate, lande Read get_warmup_pricing Warm-up price per mailbox (daily credits/USD, monthly USD) and whether purchasing is enabled. Read get_workspace_agents Read the workspace Read get_workspace_profile Fetch workspace profile settings (company info) for the authenticated workspace via DigitalCrew API. Uses the Read get_workspace_wallet Read the workspace Read hosted_auth_link Generate a short-lived URL for the user to connect a LinkedIn or email account via Unipile hosted auth. Read link_icp Mark a deal, organization or prospect as matching an ICP, with optional fit_score (0-100) and rationale. Upser Read list_account_shares List the other workspaces a connected account is shared with (they see its live conversations). Returns share Read list_accounts List all connected LinkedIn and email accounts — name, email, status, daily limits. Read list_agent_sessions List the caller Read list_campaign_attachments The workspace Read list_campaign_audience_prospects Paginated people in a campaign with enrollment status, source (list/manual) and workflow execution status. Fil Read list_campaign_conversations Newest-first feed of every Unibox message the campaign sent/received (chat_id, direction, subject, preview, st Read list_campaigns List all outreach campaigns. Filter by status, search by name, paginate and sort. Read list_chat_messages Get all messages in a conversation — body, direction (in/out), timestamp, status. Read list_chats List LinkedIn and email conversations — filter by channel, prospect, account, or archived status. Read list_conversation_analytics Conversation-intelligence rollup of analyzed meetings in a period: {data: {totals (analyzedConversations, aver Read list_crew_rates List hourly rates and commission for the workspace default, members and digital workers. Returns {data: [{subj Read list_custom_fields List the workspace Read list_data_suppliers List the bring-your-own-key data suppliers (getleads, explorium, apollo) with enabled flag, status (active/rev Read list_deal_attachments List files attached to a deal — metadata only (file_name, mime_type, size_bytes, created_at, derivation status Read list_deal_line_items List a deal Read list_deal_pipelines List deal pipelines with their ordered stages (id, label, type open/won/lost, win_probability, rule_count). Se Read list_deal_stage_events A deal Read list_deal_stage_rules List a deal stage Read list_deals List deals in Max Read list_digital_workers List the workspace Read list_duplicate_records List pending duplicate pairs for prospects (default) or organizations, each with match_type, confidence and a Read list_failed_requests Inspect the dead-letter queue — write requests (POST/PATCH/DELETE) that exhausted all retries. Useful for fore Read list_icp_links List the deals, organizations and prospects an ICP claims. Returns {data: IcpLink[]} (entity_type, entity_id, Read list_icps List the workspace Read list_icps_for_record Reverse lookup: which ICPs claim this deal, organization or prospect. Returns {data: IcpLink[]} including icp_ Read list_inbox_drafts List the autopilot-generated reply drafts awaiting review (status= Read list_inbox_placements List inbox placement (spam) checks run on the workspace Read list_intent_signals List the workspace Read list_mailpool_domains List domains this workspace already bought through done-for-you setup, with Mailpool status, so new mailboxes Read list_mailpool_orders List the workspace Read list_meeting_link_submissions Everyone who left a phone number on a booking page (newest first, up to 200), booked or not: status (partial = Read list_meeting_links List the workspace Read list_organizations List all organizations/companies — search by name or domain, filter by industry/country. Read list_prospect_campaigns Campaigns a prospect is enrolled in: campaign name/status, enrollment status, source, added/removed dates, nex Read list_prospect_list_member_ids IDs of every list member matching filters, unpaginated, for bulk actions. Returns {ids, count, truncated} (ids Read list_prospect_list_members List all prospects in a specific list — paginated, searchable, sortable. Read list_prospect_list_organizations List companies in an organization-type list (search_type=organizations). Paginated, searchable. Returns {data: Read list_prospect_lists List all prospect lists — name, status, result counts, and search criteria. Read list_prospect_profile_activities Stored social/profile activity timeline for a prospect (posts, contact changes, research found by profile hook Read list_prospect_profile_hooks Recurring watchers on a prospect (provider, source, frequency, active, last run status). Read list_prospects List prospects with rich filtering — search, status, org, titles, countries, industries, pagination, sorting. Read list_sales_catalog_fields List the custom catalog field definitions (key, label, type, kind, options) that catalog items Read list_sales_catalog_items Search the products/services catalog (30 per page) by name or kind. Returns {data: Offering[], count}. Read list_sales_os_crew Who on the team is active now vs inactive — people, Max, digital workers and connected agents — with status (p Read list_sales_os_desktop_items List the member Read list_saved_views List one surface Read list_schedule_presets List the workspace Read list_signal_proposals List the AI-generated campaign proposals produced from detected signals, optionally filtered by status (pendin Read list_synced_calendar_accounts List the workspace Read list_unibox_channels List the accounts the Unibox imports (own + shared-in email, LinkedIn, WhatsApp) with message/contact stats, t Read list_wallet_budgets List per-member spending allowances on the workspace wallet. Returns {data: MemberBudget[]}. Read list_wallet_consumption Who spent how many workspace tokens, with their allowance, optionally since a timestamp. Returns {data: Member Read list_wallet_gifts List token gifts this workspace gives to other workspaces (one-off and recurring). Returns {data: WorkspaceGra Read list_warmups List the workspace Read list_workspace_members List human members and pending invites (who is online now: list_sales_os_crew). Returns {data: [{id, user_id, Read list_workspace_roles List custom roles with their object/field permissions and assignment counts. Returns {data: CustomRole[]}. Read lose_deal Mark a deal lost with optional lost_reason: moves it to its pipeline Read notion_get_page Fetch a Notion page object plus all of its child blocks (paginated). Returns { page, blocks }. Read notion_search_pages Search the connected Notion workspace for pages matching a free-text query. Returns [{ id, title, url }]. Read pause_campaign Pause an active campaign — stops dequeueing new actions (in-flight calls finish). Read pipeline_get_canvas The whole journey graph in one read: pipelines with stages, prospect and rule counts, links, campaigns and the Read pipeline_get_canvas_draft_diff Review a change set against current Production: additions, edits, removals, relocations, warnings, conflicts a Read pipeline_get_pipeline Get one pipeline with all its stages (archived included). Returns {data: Pipeline & {stages: Stage[]}}. Read pipeline_get_prospect_journey One prospect Read pipeline_list_campaign_routes List campaign outcome routes (campaign outcome → column). Returns {data: CampaignRoute[]}. Read pipeline_list_canvas_draft_publications A change set Read pipeline_list_canvas_drafts List Production change sets (reviewed batches of pipeline edits) with status, revision and operations. Returns Read pipeline_list_links List pipeline links: journey edges between pipelines, or column-to-column handoffs when both stage ids are set Read pipeline_list_pipelines List the workspace Read pipeline_list_placements List saved journey-canvas positions of campaign / webhook / deal-pipeline nodes. Returns {data: Placement[]}. Read pipeline_list_stage_rules List a column Read pipeline_list_stages List pipeline columns (stages), optionally for one pipeline. Returns {data: Stage[]} with id, pipeline_id, key Read pipeline_validate_canvas_draft Check a change set against current Production without saving anything. Returns {data: {valid, drifted, issues[ Read pipeline_webhook_get Get one inbound webhook endpoint by webhook_id, with its routing branches. Returns {data: Webhook & {routes}}. Read pipeline_webhook_list List the workspace Read pipeline_webhook_list_deliveries Read an endpoint Read pipeline_webhook_rotate Replace an endpoint Read pipeline_webhook_route_list List routing branches (payload filter -> destination column) in evaluation order, for one webhook_id or the wh Read preview_enrichment Free, read-only estimate for enrich_contact_details / verify_emails over prospect_ids or a list_id. Returns {c Read preview_organization_search Run a small, unsaved company search (1–25 rows) to check targeting before building a list, in the order the li Read propose_times Return the n soonest available slots as a flat list — handy for offering a prospect a few concrete times. coun Read prospect_list_meetings List the meetings involving one prospect, newest first — the prospect meeting feed. Same filters and shape as Read prospect_list_tasks List the tasks about one prospect, newest first. Same filters and shape as the Read refresh_prospect_images Re-fetch the prospect Read reorder_deal_stages Reorder a deal pipeline Read reschedule_meeting Move a scheduled Cal.com meeting (meeting_id) to new_start (future ISO8601; check get_availability first), wit Read sales_os_crew_check_in Tell the team what this AI agent is doing so it shows as active in the Crew widget: call at the start of a wor Read scan_duplicate_records Rescan all workspace prospects and organizations for duplicates now (can be slow). Returns {data: {prospects_s Read search_from_icp Find people matching a saved ICP: runs its criteria as a prospect search (async), the same as picking the ICP Read search_mailpool_domains Check availability and annual price of a domain name across TLDs, plus suggestions and mailbox pricing. Read-o Read search_prospect_lists Preview filter results without creating a list — search by titles, countries, industries, employee count, etc. Read search_workspace Full-text search across people, organizations, deals, lists, campaigns, tasks and meeting notes. Returns {quer Read social_follow Follow a person or company as the account (publicly visible). LinkedIn returns {requested: true}; the follow i Read social_get_post Get one post: text, author, date and reaction/comment/repost counters. Read social_inmail_balance Remaining LinkedIn InMail credits of the account per product: {premium, recruiter, sales_navigator}. Read social_list_comments List comments on a post, or replies to one comment. Paginated: {items, cursor}. Read social_list_invitations_received List invitations received by the account. Paginated: {items, cursor}. Read social_list_invitations_sent List pending invitations sent by the account. Paginated: {items, cursor}. Read social_list_posts List recent posts by a person or company: text, date, counters, share_url. Paginated: {items, cursor}. Read social_list_reactions List reactions on a post or comment, with who reacted. Paginated: {items, cursor}. Read social_react React to a post, or one of its comments, as the account (publicly visible). Read social_relationship Check whether the account is connected to a person (LinkedIn only): {status: connected|not_connected|unknown, Read suggest_campaign_ideas Propose 3-8 distinct outbound campaign ideas for an audience. Charges credits (402 if insufficient); creates n Read suggest_meeting_link_slug A free slug drawn from a title: the title Read sync_accounts Reconcile the workspace Read sync_campaign_audience Enroll members added to the campaign Read sync_mailpool_order Refresh an order Read sync_unibox Import message history from every connected account (or one account_id) into the Unibox. Long-running (up to ~ Read wait_for_prospect_list Poll a provider-built list (auto, GetLeads, Explorium, LinkedIn or Apollo) until its status becomes completed, Read win_deal Mark a deal won: moves it to its pipeline
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FAQ

Questions about Max MCP Server

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

Yes. The Max MCP Server server exposes 4 financial tools including create_mailpool_order, resume_warmup, start_warmup. 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 Max MCP Server MCP server? +

Yes. The Max MCP Server server exposes 47 destructive tools including automation_cancel_run, automation_delete, automation_discard_draft. 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 Max MCP Server? +

The Max MCP Server server has 133 write tools including add_campaign_audience_prospects, add_deal_line_item, add_deal_prospect. 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 Max MCP Server.

How many tools does the Max MCP Server MCP server expose? +

415 tools across 4 categories: Destructive, Execute, Read, Write. 209 are read-only. 206 can modify, create, or delete data.

How do I enforce a policy on Max MCP Server? +

Register the Max MCP Server 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.

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Deterministic rules across all 415 Max MCP Server tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

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415 Max MCP Server tools catalogued and risk-classified — across an index of 46,500+ MCP servers.

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