# Adrata MCP server

Agent View of the PolicyLayer registry record for Adrata: identity, probed posture, risk grade, and all 278 tools classified. HTML page: https://policylayer.com/tools/adrata-adrata-mcp

## Facts

- Server id: `@adrata/adrata-mcp`
- Install: `npx -y @adrata/adrata-mcp`
- Homepage: https://www.npmjs.com/package/@adrata/adrata-mcp
- Registry record: grade F, identity unverified
- Lifecycle: active
- Rate-limited: no
- Tools: 278
- Tool categories present: Destructive, Execute, Read, Write
- Tags: adrata adrata mcp, admin, automation
- Record last modified: 2026-08-06T15:06:09.255Z

## Tools (278)

| Tool | Category | Risk | Record |
| --- | --- | --- | --- |
| `bulk_delete_buyer_groups` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/bulk-delete-buyer-groups.md |
| `cancel_agent_task` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/cancel-agent-task.md |
| `delete_action` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/delete-action.md |
| `delete_buyer_group` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/delete-buyer-group.md |
| `delete_company` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/delete-company.md |
| `delete_note` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/delete-note.md |
| `delete_opportunity` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/delete-opportunity.md |
| `delete_partner` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/delete-partner.md |
| `delete_person` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/delete-person.md |
| `delete_webhook` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/delete-webhook.md |
| `flag_work_item` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/flag-work-item.md |
| `forget` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/forget.md |
| `paper_delete_document` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/paper-delete-document.md |
| `paper_revoke_share` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/paper-revoke-share.md |
| `remove_buyer_group_member` | Destructive | Critical | https://policylayer.com/tools/adrata-adrata-mcp/remove-buyer-group-member.md |
| `adrata_ai_tool_execute` | Execute | High | https://policylayer.com/tools/adrata-adrata-mcp/adrata-ai-tool-execute.md |
| `adrata_api_request` | Execute | High | https://policylayer.com/tools/adrata-adrata-mcp/adrata-api-request.md |
| `attribute_partner_to_deal` | Execute | High | https://policylayer.com/tools/adrata-adrata-mcp/attribute-partner-to-deal.md |
| `build_pursuit_command_center` | Execute | High | https://policylayer.com/tools/adrata-adrata-mcp/build-pursuit-command-center.md |
| `draft_workflow` | Execute | High | https://policylayer.com/tools/adrata-adrata-mcp/draft-workflow.md |
| `dry_run_workflow` | Execute | High | https://policylayer.com/tools/adrata-adrata-mcp/dry-run-workflow.md |
| `record_partner_consumption` | Execute | High | https://policylayer.com/tools/adrata-adrata-mcp/record-partner-consumption.md |
| `replay_workflow_run` | Execute | High | https://policylayer.com/tools/adrata-adrata-mcp/replay-workflow-run.md |
| `request_deployment` | Execute | High | https://policylayer.com/tools/adrata-adrata-mcp/request-deployment.md |
| `request_provider_action_execution` | Execute | High | https://policylayer.com/tools/adrata-adrata-mcp/request-provider-action-execution.md |
| `request_workflow_deployment` | Execute | High | https://policylayer.com/tools/adrata-adrata-mcp/request-workflow-deployment.md |
| `warmup_email` | Execute | High | https://policylayer.com/tools/adrata-adrata-mcp/warmup-email.md |
| `adrata_ai_tool_catalog` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/adrata-ai-tool-catalog.md |
| `adrata_api_catalog` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/adrata-api-catalog.md |
| `adrata_desktop_app_audit` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/adrata-desktop-app-audit.md |
| `ask_matrix` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/ask-matrix.md |
| `check_batch_import_status` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/check-batch-import-status.md |
| `check_calendar` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/check-calendar.md |
| `check_inbox` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/check-inbox.md |
| `check_subscription` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/check-subscription.md |
| `count_emails` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/count-emails.md |
| `count_records` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/count-records.md |
| `describe_fields` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/describe-fields.md |
| `discover_prospects` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/discover-prospects.md |
| `enrich_company` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/enrich-company.md |
| `enrich_person` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/enrich-person.md |
| `enroll_contacts` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/enroll-contacts.md |
| `find_company` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/find-company.md |
| `find_intro_path` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/find-intro-path.md |
| `find_or_create_company` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/find-or-create-company.md |
| `find_or_create_person` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/find-or-create-person.md |
| `find_person` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/find-person.md |
| `get_access_graph_projection` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-access-graph-projection.md |
| `get_access_score` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-access-score.md |
| `get_account_read` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-account-read.md |
| `get_account_wiki` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-account-wiki.md |
| `get_action` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-action.md |
| `get_action_history` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-action-history.md |
| `get_activity_summary` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-activity-summary.md |
| `get_agent_task` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-agent-task.md |
| `get_buyer_group` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-buyer-group.md |
| `get_buyer_group_members` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-buyer-group-members.md |
| `get_call_transcript` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-call-transcript.md |
| `get_campaign` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-campaign.md |
| `get_cloud_records` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-cloud-records.md |
| `get_company` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-company.md |
| `get_company_actions` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-company-actions.md |
| `get_company_firmographics` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-company-firmographics.md |
| `get_company_invoices` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-company-invoices.md |
| `get_company_list` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-company-list.md |
| `get_company_opportunities` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-company-opportunities.md |
| `get_company_people` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-company-people.md |
| `get_competitive_intel` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-competitive-intel.md |
| `get_competitor_intel` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-competitor-intel.md |
| `get_current_user` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-current-user.md |
| `get_deal_authority` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-deal-authority.md |
| `get_deal_coaching` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-deal-coaching.md |
| `get_deliverability` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-deliverability.md |
| `get_demo_availability` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-demo-availability.md |
| `get_email` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-email.md |
| `get_email_health` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-email-health.md |
| `get_email_thread` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-email-thread.md |
| `get_forecast` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-forecast.md |
| `get_forecast_data` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-forecast-data.md |
| `get_icp_distribution` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-icp-distribution.md |
| `get_installed_base` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-installed-base.md |
| `get_intent_signals` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-intent-signals.md |
| `get_intro_pipeline` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-intro-pipeline.md |
| `get_matrix_anomalies` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-matrix-anomalies.md |
| `get_matrix_deal_probability` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-matrix-deal-probability.md |
| `get_matrix_digest_preview` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-matrix-digest-preview.md |
| `get_matrix_recommended_actions` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-matrix-recommended-actions.md |
| `get_mcp_analytics` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-mcp-analytics.md |
| `get_meeting` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-meeting.md |
| `get_meeting_action_items` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-meeting-action-items.md |
| `get_meeting_brief` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-meeting-brief.md |
| `get_meeting_summary` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-meeting-summary.md |
| `get_network_paths` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-network-paths.md |
| `get_network_stats` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-network-stats.md |
| `get_next_contacts` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-next-contacts.md |
| `get_opportunity` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-opportunity.md |
| `get_outreach_analytics` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-outreach-analytics.md |
| `get_partner` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-partner.md |
| `get_partner_consumption_rollup` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-partner-consumption-rollup.md |
| `get_partner_revenue` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-partner-revenue.md |
| `get_path_to_power` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-path-to-power.md |
| `get_person` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-person.md |
| `get_pipeline_metrics` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-pipeline-metrics.md |
| `get_priority_pursuits` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-priority-pursuits.md |
| `get_provider_connect_plan` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-provider-connect-plan.md |
| `get_sequence` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-sequence.md |
| `get_sequence_analytics` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-sequence-analytics.md |
| `get_signals_dashboard` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-signals-dashboard.md |
| `get_speedrun_list` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-speedrun-list.md |
| `get_user` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-user.md |
| `get_webhook_delivery` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-webhook-delivery.md |
| `get_work_board` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-work-board.md |
| `get_work_board_rollup` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-work-board-rollup.md |
| `get_work_item` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-work-item.md |
| `get_work_item_comments` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-work-item-comments.md |
| `get_work_item_history` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-work-item-history.md |
| `get_workspace_settings` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/get-workspace-settings.md |
| `inspect_provider_catalog` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/inspect-provider-catalog.md |
| `link_file_to_entity` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/link-file-to-entity.md |
| `list_actions` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-actions.md |
| `list_agent_tasks` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-agent-tasks.md |
| `list_buyer_groups` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-buyer-groups.md |
| `list_campaigns` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-campaigns.md |
| `list_company_lists` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-company-lists.md |
| `list_custom_fields` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-custom-fields.md |
| `list_customer_signals` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-customer-signals.md |
| `list_domains` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-domains.md |
| `list_email_accounts` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-email-accounts.md |
| `list_executive_partner_meetings` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-executive-partner-meetings.md |
| `list_external_companies` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-external-companies.md |
| `list_external_pipeline_members` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-external-pipeline-members.md |
| `list_external_pipelines` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-external-pipelines.md |
| `list_icp_profiles` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-icp-profiles.md |
| `list_intro_requests` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-intro-requests.md |
| `list_meetings` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-meetings.md |
| `list_my_work_items` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-my-work-items.md |
| `list_notes` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-notes.md |
| `list_overdue_actions` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-overdue-actions.md |
| `list_partner_attributions` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-partner-attributions.md |
| `list_partner_consumption` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-partner-consumption.md |
| `list_partners` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-partners.md |
| `list_provider_catalog` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-provider-catalog.md |
| `list_provider_endpoints` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-provider-endpoints.md |
| `list_sequences` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-sequences.md |
| `list_sequences_full` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-sequences-full.md |
| `list_strategic_work_streams` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-strategic-work-streams.md |
| `list_today_actions` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-today-actions.md |
| `list_toolsets` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-toolsets.md |
| `list_users` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-users.md |
| `list_webhook_deliveries` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-webhook-deliveries.md |
| `list_webhook_events` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-webhook-events.md |
| `list_webhooks` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-webhooks.md |
| `list_work_board_rollups` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-work-board-rollups.md |
| `list_work_boards` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-work-boards.md |
| `list_workspaces` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/list-workspaces.md |
| `log_interaction` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/log-interaction.md |
| `make_call` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/make-call.md |
| `morning_brief` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/morning-brief.md |
| `paper_app_audit` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/paper-app-audit.md |
| `paper_get_company` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/paper-get-company.md |
| `paper_get_document` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/paper-get-document.md |
| `paper_get_email_thread` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/paper-get-email-thread.md |
| `paper_list_calendar_events` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/paper-list-calendar-events.md |
| `paper_list_documents` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/paper-list-documents.md |
| `paper_list_email_threads` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/paper-list-email-threads.md |
| `paper_list_shares` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/paper-list-shares.md |
| `paper_list_tasks` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/paper-list-tasks.md |
| `pause_sequence` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/pause-sequence.md |
| `purchase_domain` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/purchase-domain.md |
| `qualify_company` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/qualify-company.md |
| `rank_companies_by_icp` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/rank-companies-by-icp.md |
| `rank_partners_for_account` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/rank-partners-for-account.md |
| `recall` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/recall.md |
| `replay_webhook_delivery` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/replay-webhook-delivery.md |
| `reply_to_email` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/reply-to-email.md |
| `research_company` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/research-company.md |
| `research_person` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/research-person.md |
| `score_company_icp` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/score-company-icp.md |
| `search_companies` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/search-companies.md |
| `search_domains` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/search-domains.md |
| `search_emails` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/search-emails.md |
| `search_emails_composite` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/search-emails-composite.md |
| `search_knowledge` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/search-knowledge.md |
| `search_leads` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/search-leads.md |
| `search_opportunities` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/search-opportunities.md |
| `search_people` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/search-people.md |
| `sloan_handoff` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/sloan-handoff.md |
| `sloan_status` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/sloan-status.md |
| `test_provider_credential` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/test-provider-credential.md |
| `test_webhook` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/test-webhook.md |
| `track_conversion` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/track-conversion.md |
| `upgrade_account` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/upgrade-account.md |
| `validate_extension_manifest` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/validate-extension-manifest.md |
| `validate_integration_manifest` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/validate-integration-manifest.md |
| `validate_workflow_draft` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/validate-workflow-draft.md |
| `verify_domain` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/verify-domain.md |
| `who_am_i` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/who-am-i.md |
| `workspace_status` | Read | Low | https://policylayer.com/tools/adrata-adrata-mcp/workspace-status.md |
| `activate_sequence` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/activate-sequence.md |
| `add_buyer_group_member` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/add-buyer-group-member.md |
| `add_provider_action_column` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/add-provider-action-column.md |
| `add_sequence_step` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/add-sequence-step.md |
| `add_to_company_list` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/add-to-company-list.md |
| `approve_partner_attribution` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/approve-partner-attribution.md |
| `bulk_import` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/bulk-import.md |
| `comment_on_work_item` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/comment-on-work-item.md |
| `complete_action` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/complete-action.md |
| `configure_sloan` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/configure-sloan.md |
| `connect_provider` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/connect-provider.md |
| `connect_workspace` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/connect-workspace.md |
| `create_action` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-action.md |
| `create_agent_task` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-agent-task.md |
| `create_buyer_group` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-buyer-group.md |
| `create_company` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-company.md |
| `create_company_list` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-company-list.md |
| `create_email_account` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-email-account.md |
| `create_executive_partner_meeting` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-executive-partner-meeting.md |
| `create_intro_request` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-intro-request.md |
| `create_knowledge_file` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-knowledge-file.md |
| `create_note` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-note.md |
| `create_opportunity` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-opportunity.md |
| `create_partner` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-partner.md |
| `create_person` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-person.md |
| `create_sequence` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-sequence.md |
| `create_strategic_work_stream` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-strategic-work-stream.md |
| `create_webhook` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-webhook.md |
| `create_work_item` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/create-work-item.md |
| `disconnect_workspace` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/disconnect-workspace.md |
| `draft_email` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/draft-email.md |
| `enable_toolset` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/enable-toolset.md |
| `export_data` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/export-data.md |
| `import_external_companies` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/import-external-companies.md |
| `import_external_pipeline_members` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/import-external-pipeline-members.md |
| `manage_activity` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/manage-activity.md |
| `manage_buyer_group` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/manage-buyer-group.md |
| `manage_company` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/manage-company.md |
| `manage_custom_fields` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/manage-custom-fields.md |
| `manage_data` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/manage-data.md |
| `manage_domains` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/manage-domains.md |
| `manage_mailboxes` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/manage-mailboxes.md |
| `manage_opportunity` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/manage-opportunity.md |
| `manage_person` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/manage-person.md |
| `manage_sequences` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/manage-sequences.md |
| `manage_workspace` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/manage-workspace.md |
| `move_pipeline_card` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/move-pipeline-card.md |
| `move_work_item` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/move-work-item.md |
| `paper_archive_document` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/paper-archive-document.md |
| `paper_create_calendar_event` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/paper-create-calendar-event.md |
| `paper_create_document` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/paper-create-document.md |
| `paper_create_share` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/paper-create-share.md |
| `paper_create_task` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/paper-create-task.md |
| `paper_resolve_share` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/paper-resolve-share.md |
| `paper_send_email` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/paper-send-email.md |
| `paper_update_document` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/paper-update-document.md |
| `paper_update_task` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/paper-update-task.md |
| `rank_paths_to_power` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/rank-paths-to-power.md |
| `rank_people_by_icp` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/rank-people-by-icp.md |
| `recommend_deal_move` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/recommend-deal-move.md |
| `save_memory` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/save-memory.md |
| `schedule_demo` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/schedule-demo.md |
| `schedule_meeting` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/schedule-meeting.md |
| `send_email` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/send-email.md |
| `send_sms` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/send-sms.md |
| `set_work_item_kind` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/set-work-item-kind.md |
| `set_work_item_tag` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/set-work-item-tag.md |
| `setup_domain` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/setup-domain.md |
| `submit_adrata_command` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/submit-adrata-command.md |
| `switch_workspace` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/switch-workspace.md |
| `update_action` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/update-action.md |
| `update_buyer_group` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/update-buyer-group.md |
| `update_buyer_group_member` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/update-buyer-group-member.md |
| `update_company` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/update-company.md |
| `update_intro_request` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/update-intro-request.md |
| `update_note` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/update-note.md |
| `update_opportunity` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/update-opportunity.md |
| `update_partner` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/update-partner.md |
| `update_person` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/update-person.md |
| `update_webhook` | Write | Medium | https://policylayer.com/tools/adrata-adrata-mcp/update-webhook.md |

## Tool descriptions

- `bulk_delete_buyer_groups` — Soft-delete up to 50 buyer groups in ONE call, each cascading to its members. Use this instead of looping delete_buyer_group when cleaning many rooms out of a workspace.
- `cancel_agent_task` — Cancel a queued or running agent/background task.
- `delete_action` — Soft-delete an action.
- `delete_buyer_group` — Soft-delete an entire buyer group (buyer room). CASCADES to every member seat in the room, so you do not need to empty it first. Does NOT delete the underlying people or the company.${GOVERNED_WRITE_NOTE}
- `delete_company` — Soft-delete a company.
- `delete_note` — Delete a note.
- `delete_opportunity` — Delete an opportunity.
- `delete_partner` — Soft-delete a partner relationship.
- `delete_person` — Soft-delete a person.
- `delete_webhook` — Delete an outbound webhook subscription.
- `flag_work_item` — Flag a card as having a problem WITH THE CARD — unclear scope, no repro, a blocked dependency, a question waiting on an answer — or clear a flag once it is resolved. A flagged card is drawn differently on the board so nobody picks it up …
- `forget` — Soft-delete a specific memory by ID. The memory will no longer appear in recall results.
- `paper_delete_document` — Delete a Paper document. Live writes require dryRun:false, approved:true, reason, and idempotencyKey.
- `paper_revoke_share` — Revoke a Paper share link. Live writes require dryRun:false, approved:true, reason, and idempotencyKey.
- `remove_buyer_group_member` — Remove one person from a buyer group. Does NOT delete the underlying person record. To remove the whole room, use delete_buyer_group instead — it cascades.${GOVERNED_WRITE_NOTE}
- `adrata_ai_tool_execute` — Execute the same governed AI CRM ToolDispatcher path used by Adrata chat. Free reads run directly. Reads that can spend external data credits return a spend hold; execute one only with confirmSpend:true, a reason, and an idempotencyKey (…
- `adrata_api_request` — Governed low-level Adrata API request. Read calls run directly except sensitive denied surfaces. Writes default to dry-run; a live write requires dryRun:false plus approved:true, a reason, and an idempotencyKey, and additionally requires…
- `attribute_partner_to_deal` — Credit a partner on an opportunity. attributionType is STRATEGIC (incremental revenue not won without the partner) or INFLUENCED (facilitation). motion: co_sell, joint_solution, services_delivery, funding, intro, information_sharing, mar…
- `build_pursuit_command_center` — Build or refresh Adrata’s persistent, evidence-linked Pursuit command center for one enterprise account. Composes the active opportunity, structured MEDDPICC, buyer room and path to power, deal health and forecast risk, triggers, one rec…
- `draft_workflow` — Create an Adrata workflow draft manifest that can be saved as adrata.workflow.json, validated, dry-run, deployed, and replayed without opening the app.
- `dry_run_workflow` — Dry-run a workflow draft through the control plane. If the API is unavailable, returns a local policy/audit execution plan for review.
- `record_partner_consumption` — Record committed vs consumed revenue for a partner over a period. Signature != revenue: in a consumption business revenue is realized as usage grows, and partners drive it. driver: services_delivery, marketplace, self_serve, center_of_ex…
- `replay_workflow_run` — Replay or plan replay for a workflow run. Defaults to dry-run; live replay remains policy/audit gated.
- `request_deployment` — Request that the Adrata control plane deploy a custom integration or extension. The manifest is validated locally first; the request is only sent if validation passes. Activation stays gated on policy review.
- `request_provider_action_execution` — Request a scoped provider action execution without registering every provider endpoint as a separate MCP tool. Defaults to dry-run and returns policy, scope, billing, risk, and approval requirements before any live request.
- `request_workflow_deployment` — Request hosted deployment for a workflow. Requires a prior dry-run id and keeps activation gated on policy pass and audit logging.
- `warmup_email` — Start or stop gradual sending warmup for an email account. Warmup builds sender reputation by slowly increasing send volume. Enterprise only.
- `adrata_ai_tool_catalog` — List the AI CRM tools Adrata chat can use, including Channels, external source catalogs, ICP ranking, batch import progress, and automation tools. Use this to audit parity before falling back to adrata_api_request.
- `adrata_api_catalog` — Describe the governed Adrata API bridge for Claude Code/Codex. Use this to discover how to call any allowlisted platform API safely from the agent layer.
- `adrata_desktop_app_audit` — Audit Adrata desktop app MCP coverage. Returns which existing MCP tools cover Adrata desktop revenue, pipeline, and API surfaces.
- `ask_matrix` — Alias for matrix_nl_ask.
- `check_batch_import_status` — Check progress for Adrata bulk imports created by external catalog, Channel, CSV, or bulk create flows.
- `check_calendar` — View your calendar: upcoming meetings, free/busy times, and scheduling conflicts. Helps find open slots for meetings.
- `check_inbox` — Check your inbox for new replies. Cross-references with CRM contacts and active sequences to classify reply types (positive, OOO, meeting request, not interested) and suggest Next Moves. The
- `check_subscription` — Check your current Adrata subscription plan, usage limits, trial status, and billing details.
- `count_emails` — Count emails by folder or status.
- `count_records` — Get total counts of companies, people, opportunities.
- `describe_fields` — List all available fields for an entity type, including enums, statuses, and custom field support. Use this to discover what data you can read/write before creating or updating records.
- `discover_prospects` — Find companies or people matching criteria. Search by industry, size, technology, title, or keywords. Returns qualified matches with ICP Matrix scores.
- `enrich_company` — Trigger enrichment for a company — firmographic, news, competitors.
- `enrich_person` — Trigger enrichment for a person — professional info, social profiles.
- `enroll_contacts` — Enroll contacts into a sequence. Contacts will begin receiving sequence emails according to the step schedule. Enterprise only.
- `find_company` — Search for a company using Claude\
- `find_intro_path` — Find the relationship path between two people for warm intro planning.
- `find_or_create_company` — Find a company by name or domain, or create it if it doesn\
- `find_or_create_person` — Find a person by email or name+company, or create them if they don\
- `find_person` — Search for a professional using Claude\
- `get_access_graph_projection` — Inspect the access graph for a buyer group: buyer group coverage plus intro group routes and touchpoints.
- `get_access_score` — Get the deterministic Access Score for a buyer group, including sub-scores, risk level, top gaps, and provenance.
- `get_account_read` — Get Adrata chat’s grounded no-loss account/deal read through the governed ToolDispatcher. Returns Known/Read/Ask, evidence, confidence, why-now, best move, alternatives, falsification criteria, and observable-evidence triangulation guard…
- `get_account_wiki` — Get the compiled wiki for a company/account. Returns all wiki pages with intelligence, battle cards, and playbook content for that account.
- `get_action` — Get full action details including metadata.
- `get_action_history` — Full activity timeline for any entity: emails, calls, meetings, notes, stage changes. Shows the complete history of interactions with a person, company, or deal.
- `get_activity_summary` — Aggregated activity metrics (calls, emails, meetings) over time.
- `get_agent_task` — Get detail, progress, and result for a long-running agent/background task.
- `get_buyer_group` — Get buyer group details including members and roles.
- `get_buyer_group_members` — List members of a buyer group with roles.
- `get_call_transcript` — Retrieve call recording transcript with AI summary, key topics, action items, and sentiment analysis.
- `get_campaign` — Get campaign details and performance metrics.
- `get_cloud_records` — Query the Adrata Cloud — the canonical, source-attributed, bitemporal record substrate — as one surface. Filter by entity, field, source, and classification, and read AS OF a point in time:
- `get_company` — Get full company details including customFields, lastAction, intelligence data.
- `get_company_actions` — List all actions on a company.
- `get_company_firmographics` — Get employee count and revenue metadata for a company, including value/range, source, confidence, freshness, and missing fields.
- `get_company_invoices` — One account
- `get_company_list` — Get a saved company/account list with its companies.
- `get_company_opportunities` — List all opportunities for a company.
- `get_company_people` — List all people at a company.
- `get_competitive_intel` — Get competitive intelligence for a company: battlecard positioning, competitor strengths/weaknesses, recent competitive moves, and displacement strategies.
- `get_competitor_intel` — Get competitive intelligence for a company.
- `get_current_user` — Get the currently authenticated user.
- `get_deal_authority` — Get authority mapping and stakeholder analysis for a deal.
- `get_deal_coaching` — MEDDPIC analysis for a deal with risk assessment, forcing questions, and recommended next move. Orchestrates opportunity, stakeholder, and activity data into coaching insights.
- `get_deliverability` — Domain health check: SPF/DKIM/DMARC status, blacklist check, inbox placement prediction, and sender reputation score.
- `get_demo_availability` — Check available demo time slots from Cal.com. Returns the next 5 available slots for scheduling a product demo. Free tier — no account needed. Falls back to a booking link if Cal.com API is unavailable.
- `get_email` — Get full email content by ID.
- `get_email_health` — Get the deliverability health score for an email account. Returns sender reputation, bounce rate, spam complaints, and warmup progress. Enterprise only.
- `get_email_thread` — Get full email conversation thread with all messages, timestamps, and CRM context.
- `get_forecast` — Pipeline forecast with confidence intervals, stage breakdown, at-risk deals, and win rate trends. The executive-level view of your pipeline health.
- `get_forecast_data` — Sales forecast with predicted revenue by period.
- `get_icp_distribution` — Get ICP tier distribution (A/B/C/D breakdown) for one ICP profile, plus coverage showing how many companies have been scored at all. Pass profileId to read a specific segment; omit for the workspace default.
- `get_installed_base` — Finance/expansion installed base: which accounts bought which SKUs (spend, invoice count, first/last purchase) from the customer\
- `get_intent_signals` — Get buying intent signals for a company.
- `get_intro_pipeline` — Get the warm intro pipeline organized by stage. Use for managing intro workflow across connectors and targets.
- `get_matrix_anomalies` — Alias for matrix_anomalies_feed.
- `get_matrix_deal_probability` — Get a Matrix posterior win probability and evidence chain for one opportunity.
- `get_matrix_digest_preview` — Preview the Matrix morning digest: top anomalies, slipping deals, competitor event, and deep links.
- `get_matrix_recommended_actions` — Get EV-ranked Matrix actions for an opportunity, including workflow template keys.
- `get_mcp_analytics` — Get MCP usage analytics dashboard: top tools, search queries, conversion funnel, tier distribution. Admin only for server-side data; free tier shows local analytics.
- `get_meeting` — Get meeting (calendar event) details, including the attendee roster.
- `get_meeting_action_items` — Get action items from a meeting.
- `get_meeting_brief` — Generate a pre-meeting intelligence brief: attendee profiles, company context, recent signals, talking points, and suggested agenda. Walk into every meeting prepared.
- `get_meeting_summary` — Get AI summary of a meeting.
- `get_network_paths` — Relationship mapping: find warm paths to a target person. Shows shared connections, intro strategies, and warmth scores.
- `get_network_stats` — Get network coverage, relationship strength, and warm intro health metrics.
- `get_next_contacts` — Who should I contact next? Returns a ranked list with last touch, days since touch, signal score, and recommended next move. Combines overdue tasks, stale contacts, and hot signals.
- `get_opportunity` — Get full opportunity details including stage, amount, customFields.
- `get_outreach_analytics` — Open/reply/bounce rates per sequence and step. Shows what\
- `get_partner` — Get a single partner with its full profile (type, tier, motions, commitment, target incremental ARR).
- `get_partner_consumption_rollup` — Get a partner\
- `get_partner_revenue` — Get a partner\
- `get_path_to_power` — Rank safe, reviewable routes to decision authority for a buyer group, including rationale, next actions, and drafts.
- `get_person` — Get full person details including customFields, lastAction, companyName.
- `get_pipeline_metrics` — Pipeline metrics: total value, deal count, win rate, stage distribution. Returns an object; when there are no deals it says so explicitly rather than returning a bare empty list.
- `get_priority_pursuits` — Get Priority Pursuits — your evidence-ranked daily account and next-move list.
- `get_provider_connect_plan` — Get the exact app/API/MCP/CLI connection plan for one integration provider without enabling the infrastructure toolset.
- `get_sequence` — Get sequence details including steps.
- `get_sequence_analytics` — Get performance analytics for a sequence. Returns open rates, reply rates, bounce rates, unsubscribe rates, and per-step metrics. Enterprise only.
- `get_signals_dashboard` — Intent signals across all accounts, grouped by urgency. Shows buying signals, leadership changes, hiring patterns, funding events, and competitive moves.
- `get_speedrun_list` — Legacy alias for get_priority_pursuits.
- `get_user` — Get user details.
- `get_webhook_delivery` — Get status, response body, and retry metadata for a webhook delivery attempt.
- `get_work_board` — Read one board whole: its columns (each with its own staleness policy) and every card on it. The card list carries columnId, enteredColumnAt, position, and the stored tag — everything needed to reason about what is stale and what matters.
- `get_work_board_rollup` — Read several boards as one prioritisation view. Pass
- `get_work_item` — Read one card by id: title, body, product, assignee, reporter, creator, its stored tag, and how long it has been in its current column. THREE DIFFERENT PEOPLE can appear on a card and they answer different questions:
- `get_work_item_comments` — Read what people have SAID about a card, oldest first: each comment\
- `get_work_item_history` — Read a card\
- `get_workspace_settings` — View your workspace configuration, enabled modules, rate limits, user count, and subscription details. Use this to understand what features are available. Enterprise only.
- `inspect_provider_catalog` — List the canonical integration provider catalog without loading provider endpoint tools into context. Use category/status/search to narrow before inspecting endpoints.
- `link_file_to_entity` — Connect a knowledge file to a CRM record (company, person, opportunity). Links battle cards to accounts, playbooks to deals, etc.
- `list_actions` — List actions with filters. Use to answer
- `list_agent_tasks` — List long-running agent/background tasks with status and progress.
- `list_buyer_groups` — List buyer groups — the decision-making units at companies.
- `list_campaigns` — List campaigns with optional status filter.
- `list_company_lists` — List saved company/account lists in Adrata. Use before adding companies to an existing target list.
- `list_custom_fields` — Discover what custom fields are set across records of a given type. Samples up to 100 records and returns all unique customFields keys found. Use this to understand what custom data has been added.
- `list_customer_signals` — List first-party customer signals (the store live plays fire from) for the workspace, or scope to one company/person via subjectType + subjectId. Distinct from get_intent_signals (third-party intent).
- `list_domains` — List all email sending domains in your workspace with health status. Shows verification state, deliverability scores, and active mailbox counts. Enterprise only.
- `list_email_accounts` — List email mailboxes in your workspace. Optionally filter by domain. Shows warmup status and health scores. Enterprise only.
- `list_executive_partner_meetings` — List a partner
- `list_external_companies` — Query Adrata nightly-refreshed external company catalogs directly, such as portfolio, cohort, or source-specific company lists. Prefer list_external_pipelines for group-shaped searches.
- `list_external_pipeline_members` — List members of an external pipeline/channel before import. Supports batch/country/status filters and can flag records for ICP ranking.
- `list_external_pipelines` — List Adrata Channels: refreshable external/internal pipelines such as YC, a16z Speedrun, Techstars, CSV imports, LinkedIn searches, sequences, and other source adapters.
- `list_icp_profiles` — List the workspace ICP profiles. A workspace selling into several motions keeps one active profile per segment; use this to see them and to get a profileId for segment-specific scoring.
- `list_intro_requests` — List tracked warm introduction requests by status or direction.
- `list_meetings` — List your meetings (calendar events) with optional filters.
- `list_my_work_items` — The cards that are YOURS, across every board in the workspace, ordered the way a developer actually picks: escalated first (the top band of each card
- `list_notes` — List notes, filterable by entity.
- `list_overdue_actions` — List actions past their due date.
- `list_partner_attributions` — List every partner attribution on an opportunity (who drove strategic vs influenced revenue). The API route has no pagination; limit/offset are applied client-side by this tool (default cap ${CLIENT_PAGE_CAP} rows).
- `list_partner_consumption` — List a partner
- `list_partners` — List partners in the workspace. Filter by partnerType (ISV_TECH, AI_LAB, HYPERSCALER, GSI_SI, RESELLER, MARKETPLACE, ADVISORY, REFERRAL, COMMUNITY) or status (PROSPECT, ONBOARDING, ACTIVE, DORMANT, CHURNED).
- `list_provider_catalog` — List Adrata integration providers with category, auth model, runtime status, headless support, and connect path.
- `list_provider_endpoints` — Inspect a provider endpoint/action catalog before drafting a workflow. Returns available actions, auth mode, required scopes, rate-limit hints, and policy constraints when the registry exposes them.
- `list_sequences` — List email sequences.
- `list_sequences_full` — List email sequences with full details including status, step count, and enrollment metrics. Enterprise only.
- `list_strategic_work_streams` — List a partner
- `list_today_actions` — List actions scheduled for today.
- `list_toolsets` — List available composite toolsets. Each toolset contains multiple high-level tools. Use enable_toolset to load one into your session. Only toolsets your tier can access are shown.
- `list_users` — List workspace users/team members.
- `list_webhook_deliveries` — List recent delivery attempts for a webhook subscription.
- `list_webhook_events` — List supported outbound webhook event types, payload schemas, and examples.
- `list_webhooks` — List outbound webhook subscriptions for the workspace.
- `list_work_board_rollups` — List the curated roll-ups in the workspace. The implicit
- `list_work_boards` — List the work boards in the connected workspace. Returns each board id, name, the company it is run for (if any), and the tag scheme its cards are read under. Start here — every other board tool needs an id from this list.
- `list_workspaces` — List the workspaces the authenticated user is actually a member of, with their role in each. Use before switch_workspace when a user belongs to more than one workspace.
- `log_interaction` — Log a sales interaction — finds the person (or creates them), creates an action with metadata, and optionally updates the person\
- `make_call` — Dial a number via connected telephony provider. Initiates the call and returns a call ID for tracking. Use get_call_transcript after the call to get the AI summary.
- `morning_brief` — Get your daily morning intelligence brief. Delivers top priorities, overnight signals, pipeline health, calendar prep, and coaching — all in 30 seconds. Automatically adapts to your role (SDR/AE/VP). Cached per day so it runs fast on rep…
- `paper_app_audit` — Audit Paper app MCP coverage. Returns the Paper app API surfaces, local cache model, and which MCP tools cover them.
- `paper_get_company` — Get the company context record Paper shows in calendar and workspace context rails.
- `paper_get_document` — Get a Paper document by id from the active workspace.
- `paper_get_email_thread` — Get messages for a Paper email thread.
- `paper_list_calendar_events` — List Paper calendar events for a UTC ISO-8601 start/end window.
- `paper_list_documents` — List Paper documents from the active workspace. Paper documents are Adrata documents with type=paper.
- `paper_list_email_threads` — List Paper inbox thread summaries.
- `paper_list_shares` — List workspace share links, optionally filtered by Paper document/resource id.
- `paper_list_tasks` — List the seller task board used by Paper.
- `pause_sequence` — Pause a running sequence. Enrolled contacts will stop receiving emails until the sequence is reactivated. Enterprise only.
- `purchase_domain` — Purchase a domain for email sending through Adrata. The domain will be added to your workspace and ready for DNS setup. Enterprise only.
- `qualify_company` — Qualify a company against your ICP Matrix. Returns a coaching narrative with score, intent signals, deal authority, and recommended next move. Orchestrates 4+ API calls into one result.
- `rank_companies_by_icp` — Rank imported companies by similarity to the workspace ICP/closed-won profile. Use immediately after external or bulk imports to surface the best-fit accounts first.
- `rank_partners_for_account` — Rank the partners best positioned to break into a target account. Returns an explainable break-in probability (0..1) per partner with reasons, blending relationship strength, tier, industry fit, co-sell/referral motions, committed-spend …
- `recall` — Search saved memories by text query. Returns memories ranked by relevance. Use this to recall facts, preferences, deal context, or patterns from previous conversations.
- `replay_webhook_delivery` — Replay a failed or previous webhook delivery.
- `reply_to_email` — Reply to a specific email thread. Maintains threading and CRM tracking.
- `research_company` — Deep research report on a company: firmographics, tech stack, funding, news, competitors, intent signals. Orchestrates 5+ API calls into a structured report.
- `research_person` — Deep research on a person: professional profile, communication preferences, intro paths, recent activity. Orchestrates 3+ API calls.
- `score_company_icp` — Score how well a company matches your Ideal Customer Profile. When several profiles are active this scores the company against EVERY segment and returns one score per profile plus the best fit. Pass profileId to score against a single se…
- `search_companies` — Search companies by name, domain, industry, or status. Returns customFields.
- `search_domains` — Search for available domains to purchase for email sending. Returns matching domains with pricing and availability. Enterprise only.
- `search_emails` — Search emails by subject, sender, recipient, or folder.
- `search_emails_composite` — Full-text search across synced inbox by sender, subject, date range, or company. Returns formatted results with CRM context.
- `search_knowledge` — Search wiki pages and knowledge files (battle cards, playbooks, competitive intel). Returns matching content ranked by relevance.
- `search_leads` — Search leads (people with status=LEAD). To update, use update_person.
- `search_opportunities` — Search deals by name, stage, company, or owner.
- `search_people` — Search people by name, email, company, title. Returns all statuses. Filter by contactCategory to separate real targets (Lead/Prospect) from known-but-not-a-target relationships (Introducer). Use viewMode:
- `sloan_handoff` — Hand a prospect to Sloan (the AI executive assistant): creates a follow-up objective so Sloan pursues the meeting goal in the seller
- `sloan_status` — What Sloan (the AI executive assistant) is doing: follow-up objective counts by state, work due soon, drafts awaiting approval, and recent events. Scope
- `test_provider_credential` — Run a policy/audit-mapped credential test for a provider. Defaults to dry-run so Claude Code can check shape and policy before touching live credentials.
- `test_webhook` — Queue a signed webhook.test delivery to validate a subscription endpoint.
- `track_conversion` — Track a tier conversion event (internal). Used by billing to record upgrades: free->pro, pro->enterprise.
- `upgrade_account` — Open the Adrata Edition signup page in your browser to upgrade your account.
- `validate_extension_manifest` — Validate a custom extension manifest (custom tables, fields, views, record cards, workflow nodes, provider actions, permissions, retention). Accepts either a file path or an inline manifest object.
- `validate_integration_manifest` — Validate a custom integration manifest against the Adrata safety gates (auth, scopes, rate limits, test endpoint, redaction, idempotency, PII fields, docs URL). Accepts either a file path or an inline manifest object.
- `validate_workflow_draft` — Validate an Adrata workflow draft. Ensures every step has permissions, audit event mapping, policy risk, and deploy requires a dry-run.
- `verify_domain` — Check DNS propagation status for an email domain. Returns verification status for SPF, DKIM, and DMARC records. Enterprise only.
- `who_am_i` — Get your user profile with usage statistics — tier, top tools used, recent activity, saved memories count, and industries researched. Useful for understanding your Adrata context.
- `workspace_status` — Check which credential this MCP server is actually running on, what tier it grants, which workspace it is acting in, and whether that credential still works. Run this first when a tool returns 401 or 403 — it names the credential in play…
- `activate_sequence` — Activate a sequence to start sending emails to enrolled contacts. The sequence must have at least one step and enrolled contacts. Enterprise only.
- `add_buyer_group_member` — Add a person to a buyer group.${GOVERNED_WRITE_NOTE}
- `add_provider_action_column` — Add a provider action column to a GTM table. Mirrors
- `add_sequence_step` — Add a step to an existing sequence. Steps are executed in order with configurable delays between them. Enterprise only.
- `add_to_company_list` — Add company IDs to an existing saved company/account list.
- `approve_partner_attribution` — Approve a partner attribution (finance/ops sign-off). Writes an immutable audit row so strategic revenue stays defensible. MONEY WRITE: dry-run by default (returns a preview); live execution requires approved:true, a non-empty auditReaso…
- `bulk_import` — Import records in bulk from CSV data. Creates companies, people, or opportunities from structured CSV input. Each row becomes a record. Custom fields are supported via column names prefixed with
- `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 to put a fact that contradicts the card — the ship-the-card skill tells you to say so on the card rather than silently fixing so…
- `complete_action` — Mark action as completed with optional outcome.
- `configure_sloan` — Configure Sloan for the workspace. action
- `connect_provider` — Connect a provider using the backend provider catalog. Supports hosted OAuth providers and generic credential/BYOK providers.
- `connect_workspace` — Connect your Adrata workspace via OAuth 2.0. Opens a browser window for authorization. By default the connection is READ-ONLY (least privilege): search/read companies, people, opportunities, pipeline, buyer groups, signals and analytics,…
- `create_action` — Log an action (outreach, call, meeting, note) against a person or company. Metadata is JSONB for type-specific data.
- `create_agent_task` — Create a long-running agent/background task for research, enrichment, auditing, or custom workflow automation.
- `create_buyer_group` — Create a buyer group for a company.${GOVERNED_WRITE_NOTE}
- `create_company` — Create a new company.
- `create_company_list` — Create and save a company/account list in Adrata, optionally with company IDs from search or research results.
- `create_email_account` — Provision a new email mailbox on an owned domain. Creates the account and optionally starts warmup. Enterprise only.
- `create_executive_partner_meeting` — Log an Executive Partner Meeting (EPM) — the partner analog of a new-business meeting. Capture the mutual engagement that should lead to strategic revenue.
- `create_intro_request` — Create a tracked warm introduction request between a connector and target.
- `create_knowledge_file` — Create a knowledge file (battle card, playbook, competitive brief, objection handler, etc.). Saves to the knowledge hub for team-wide access.
- `create_note` — Add a note to a person, company, or opportunity.
- `create_opportunity` — Create a new deal.
- `create_partner` — Create a partner relationship. partnerType is required (ISV_TECH, AI_LAB, HYPERSCALER, GSI_SI, RESELLER, MARKETPLACE, ADVISORY, REFERRAL, COMMUNITY). The authenticated user becomes owner unless ownerId is explicitly supplied. motions is …
- `create_person` — Create a new person/contact. Set contactCategory:
- `create_sequence` — Create a new multi-step email sequence. Define the name and optionally include initial steps. Steps specify delay, subject, and body template. Enterprise only.
- `create_strategic_work_stream` — Create a programmatic joint initiative with a partner (
- `create_webhook` — Create an outbound webhook subscription. Returns the signing secret once; store it securely.
- `create_work_item` — Create a card on a board. Lands in the named column, or the board
- `disconnect_workspace` — Disconnect your Adrata workspace. Revokes OAuth tokens and clears local credentials. Enterprise tools will no longer be available after disconnecting.
- `draft_email` — Create an email draft with optimal send time suggestion and subject line variants. Uses send-time optimization to suggest the best time to send based on recipient engagement patterns.
- `enable_toolset` — Load a toolset into the current session. This registers all tools in the named toolset so you can call them. Use list_toolsets first to see what
- `export_data` — Export records as JSON or CSV with filters. Supports companies, people, opportunities, actions, and notes. Includes custom fields. Enterprise only.
- `import_external_companies` — Import selected external catalog companies into the workspace through Adrata bulk import, then use check_batch_import_status and rank_companies_by_icp for best-fit ordering.
- `import_external_pipeline_members` — Import members from an external pipeline/channel into the workspace through Adrata bulk import. Defaults to dry-run; live import requires explicit approval and reason.
- `manage_activity` — Create, update, complete, or list activities (actions, notes, calls, meetings). Auto-logs to CRM timeline.
- `manage_buyer_group` — Full CRUD for buyer groups (decision-making units): create, read, list, update and delete groups, and add/update/remove/list members with roles (Champion, Decision Maker, Influencer, Blocker, End User). Deleting a group cascades to its m…
- `manage_company` — Full CRUD for companies: create, read, update, delete, enrich, and view activity timeline. One tool for all company operations.
- `manage_custom_fields` — List, create, or update custom fields for an entity type. Custom fields in Adrata are JSONB-merged, so this tool helps discover existing fields, define conventions, and bulk-update field values. Enterprise only.
- `manage_data` — Import CSV data, run bulk operations, check data quality, or export records. The data management swiss army knife.
- `manage_domains` — Add, verify, and configure domains for email sending. Returns SPF/DKIM/DMARC setup instructions and verification status.
- `manage_mailboxes` — Create, configure, and manage sending mailboxes. Toggle warmup, check health, and set sending limits.
- `manage_opportunity` — Full CRUD for deals/opportunities: create, read, update, delete, view stage history and stakeholders.
- `manage_person` — Full CRUD for people/contacts: create, read, update, delete, enrich, and view communication history.
- `manage_sequences` — Create, update, or manage email sequences. Create multi-step sequences with enrollment, pause/resume, and performance tracking. The full sequence lifecycle in one tool.
- `manage_workspace` — View and update workspace settings, features, team members, and integrations. The admin control panel.
- `move_pipeline_card` — Move a person/company/opportunity card on a pipeline board and publish a realtime event so the web app can update. Requires explicit approval, reason, and idempotencyKey.
- `move_work_item` — Move a card to another column on the same board — and, with claim:true, pick it up in the same action. The server does this in ONE transaction: it closes the card
- `paper_archive_document` — Archive a Paper document without deleting it. Live writes require dryRun:false, approved:true, reason, and idempotencyKey.
- `paper_create_calendar_event` — Create a Paper calendar event. Live writes require dryRun:false, approved:true, reason, and idempotencyKey.
- `paper_create_document` — Create a Paper document. Live writes require dryRun:false, approved:true, reason, and idempotencyKey.
- `paper_create_share` — Create a secure share link for a Paper document. Live writes require dryRun:false, approved:true, reason, and idempotencyKey.
- `paper_create_task` — Create a Paper task/action. Live writes require dryRun:false, approved:true, reason, and idempotencyKey.
- `paper_resolve_share` — Resolve a public Paper share token.
- `paper_send_email` — Send an email from the rep connected mailbox. Live sends require dryRun:false, approved:true, reason, and idempotencyKey.
- `paper_update_document` — Update a Paper document title/content/status/metadata. Live writes require dryRun:false, approved:true, reason, and idempotencyKey.
- `paper_update_task` — Update a Paper task/action title or status. Live writes require dryRun:false, approved:true, reason, and idempotencyKey.
- `rank_paths_to_power` — Rank existing warm introduction and network paths to a target account or decision maker through the governed ToolDispatcher. Does not create synthetic paths. Never infer IQ, age, college-as-IQ, or protected classes.
- `rank_people_by_icp` — Rank a set of people by fit to the workspace ICP profile (title/persona match blended with company firmographics). Use after importing a list of people (e.g. LinkedIn post engagers) to surface the best-fit contacts first.
- `recommend_deal_move` — Recommend Adrata chat’s next no-loss deal move through the governed ToolDispatcher. Read-only: use write tools separately after the seller chooses an action. Supports competitor wedge inputs and uses observable-evidence triangulation gua…
- `save_memory` — Store a fact, insight, preference, or deal context. Memories persist across conversations so Claude remembers important information. Free tier stores locally; Pro+ stores server-side with vector search.
- `schedule_demo` — Book a product demo with Adrata. Free tier — no account needed. Creates a calendar event via Cal.com. The attendee receives an email confirmation automatically.
- `schedule_meeting` — Preview or create a meeting through Adrata chat’s governed calendar path. Live creation requires an audit reason and the server-issued confirmation token returned by the first approved request. Provider delivery remains pending until syn…
- `send_email` — Send or schedule an email. Handles mailbox selection and rate limiting. Links to CRM records for tracking. Use draft_email first to preview, or send directly.
- `send_sms` — Send a text message via connected telephony provider (Twilio/Vonage). Links to CRM for tracking.
- `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 orthogonal to urgency, so a card can be a bug AND Critical, and setting the kind never touches the tag (or the assignee, product, or bo…
- `set_work_item_tag` — Set a card
- `setup_domain` — Configure DNS records (SPF, DKIM, DMARC) for an email sending domain. Required before sending emails from the domain. Enterprise only.
- `submit_adrata_command` — Submit a governed Adrata Cloud command through the same command plane used by the app and CLI. Defaults to dry-run preview. Use execute only when the user asked for a write and you have an idempotency key; high-risk writes require approval.
- `switch_workspace` — Switch the active workspace for the authenticated user. Subsequent tool calls read and write in the new workspace. Use list_workspaces first to get valid IDs.
- `update_action` — Update an action. Metadata is JSONB-merged.
- `update_buyer_group` — Update a buyer group’s name or the company it belongs to.${GOVERNED_WRITE_NOTE}
- `update_buyer_group_member` — Update a member’s role or influence inside a buyer group.${GOVERNED_WRITE_NOTE}
- `update_company` — Update company fields. customFields are JSONB-merged.
- `update_intro_request` — Update the status or connector notes on a warm introduction request.
- `update_note` — Update note content.
- `update_opportunity` — Update deal fields. customFields are JSONB-merged.
- `update_partner` — Update partner fields (type, tier, status, motions, owner, commitment, target ARR).
- `update_person` — Update person fields. customFields are JSONB-merged. Works for leads too. Change contactCategory to move someone between pipeline (Lead/Prospect) and known-relationship-only (Introducer).
- `update_webhook` — Update an outbound webhook subscription URL, events, active flag, description, or filter expression.

## Related servers

- UnClick (1662 tools) — https://policylayer.com/tools/io-github-malamutemayhem-unclick-mcp-server.md
- Delx Protocol — Agent Recovery & Continuity (1076 tools) — https://policylayer.com/tools/io-github-davidmosiah-delx-protocol.md
- Delx Mcp A2a (1068 tools) — https://policylayer.com/tools/io-github-davidmosiah-delx-mcp-a2a.md
- Nodebench (824 tools) — https://policylayer.com/tools/io-github-homenshum-nodebench.md
- MCP Framework Personal (811 tools) — https://policylayer.com/tools/inggerman-mcps.md
- Delx MCP Server (740 tools) — https://policylayer.com/tools/io-github-davidmosiah-delx-mcp-server.md
- Binance MCP Server (734 tools) — https://policylayer.com/tools/nirholas-binance-mcp.md
- Eda Agent (726 tools) — https://policylayer.com/tools/eda-agent.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=adrata-adrata-mcp · API: https://policylayer.com/registry/api · Recommended policies for every tool: https://policylayer.com/policies/adrata-adrata-mcp