# Max MCP Server MCP server

Agent View of the PolicyLayer registry record for Max MCP Server: identity, probed posture, risk grade, and all 415 tools classified. HTML page: https://policylayer.com/tools/digital-crew-technologies-max-mcp-server

## Facts

- Server id: `digital-crew-technologies/max-mcp-server`
- Homepage: https://github.com/Digital-Crew-Technologies/max-mcp-server
- Registry record: grade F, identity unverified
- Lifecycle: active
- Rate-limited: no
- Tools: 415
- Tool categories present: Destructive, Execute, Read, Write
- Tags: digital crew technologies max mcp server, admin, automation
- Record last modified: 2026-10-17T11:32:59.968Z

## Tools (415)

| Tool | Category | Risk | Record |
| --- | --- | --- | --- |
| `automation_cancel_run` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-cancel-run.md |
| `automation_delete` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-delete.md |
| `automation_discard_draft` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-discard-draft.md |
| `bulk_delete_organizations` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/bulk-delete-organizations.md |
| `bulk_delete_prospects` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/bulk-delete-prospects.md |
| `cancel_meeting` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/cancel-meeting.md |
| `cancel_meeting_series` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/cancel-meeting-series.md |
| `cancel_warmup` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/cancel-warmup.md |
| `clear_failed_requests` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/clear-failed-requests.md |
| `decline_meeting` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/decline-meeting.md |
| `delete_calendar_event` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-calendar-event.md |
| `delete_campaign` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-campaign.md |
| `delete_campaign_attachment` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-campaign-attachment.md |
| `delete_deal` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal.md |
| `delete_deal_attachment` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal-attachment.md |
| `delete_deal_pipeline` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal-pipeline.md |
| `delete_deal_stage` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal-stage.md |
| `delete_deal_stage_rule` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal-stage-rule.md |
| `delete_icp` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-icp.md |
| `delete_meeting_link` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-meeting-link.md |
| `delete_organization` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-organization.md |
| `delete_prospect` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-prospect.md |
| `delete_prospect_list` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-prospect-list.md |
| `delete_prospect_profile_hook` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-prospect-profile-hook.md |
| `delete_saved_view` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-saved-view.md |
| `delete_schedule_preset` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-schedule-preset.md |
| `disconnect_data_supplier` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/disconnect-data-supplier.md |
| `pipeline_delete_campaign_route` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-campaign-route.md |
| `pipeline_delete_canvas_draft` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-canvas-draft.md |
| `pipeline_delete_link` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-link.md |
| `pipeline_delete_pipeline` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-pipeline.md |
| `pipeline_delete_placement` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-placement.md |
| `pipeline_delete_stage` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-stage.md |
| `pipeline_delete_stage_rule` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-stage-rule.md |
| `pipeline_webhook_delete` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-delete.md |
| `pipeline_webhook_route_delete` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-route-delete.md |
| `remove_campaign_audience_prospects` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/remove-campaign-audience-prospects.md |
| `remove_deal_line_item` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/remove-deal-line-item.md |
| `remove_deal_prospect` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/remove-deal-prospect.md |
| `remove_prospects_from_list` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/remove-prospects-from-list.md |
| `revoke_campaign_share_link` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/revoke-campaign-share-link.md |
| `revoke_organization_share_link` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/revoke-organization-share-link.md |
| `revoke_people_share_link` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/revoke-people-share-link.md |
| `revoke_prospect_list_share_link` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/revoke-prospect-list-share-link.md |
| `revoke_prospect_share_link` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/revoke-prospect-share-link.md |
| `social_cancel_invitation` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-cancel-invitation.md |
| `stop_campaign` | Destructive | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/stop-campaign.md |
| `approve_proposal` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/approve-proposal.md |
| `automation_activate` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-activate.md |
| `automation_resume` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-resume.md |
| `automation_run` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-run.md |
| `enrich_organization` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/enrich-organization.md |
| `generate_message_preview` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/generate-message-preview.md |
| `generate_workflow` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/generate-workflow.md |
| `launch_campaign` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/launch-campaign.md |
| `pipeline_preview_rule_assignment` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-preview-rule-assignment.md |
| `pipeline_webhook_replay_delivery` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-replay-delivery.md |
| `pipeline_webhook_test` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-test.md |
| `refresh_prospect_social_profiles` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/refresh-prospect-social-profiles.md |
| `run_prospect_profile_hook` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/run-prospect-profile-hook.md |
| `simulate_account_connected` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/simulate-account-connected.md |
| `simulate_account_status` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/simulate-account-status.md |
| `simulate_email_tracking` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/simulate-email-tracking.md |
| `simulate_linkedin_messaging` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/simulate-linkedin-messaging.md |
| `simulate_new_email` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/simulate-new-email.md |
| `simulate_new_relation` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/simulate-new-relation.md |
| `sync_all_warmups` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/sync-all-warmups.md |
| `sync_calendars_now` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/sync-calendars-now.md |
| `sync_warmup` | Execute | High | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/sync-warmup.md |
| `create_mailpool_order` | Financial | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-mailpool-order.md |
| `resume_warmup` | Financial | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/resume-warmup.md |
| `start_warmup` | Financial | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/start-warmup.md |
| `verify_emails` | Financial | Critical | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/verify-emails.md |
| `agent_draft_get` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/agent-draft-get.md |
| `agent_draft_list` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/agent-draft-list.md |
| `automation_get` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-get.md |
| `automation_get_run` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-get-run.md |
| `automation_list` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-list.md |
| `automation_list_runs` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-list-runs.md |
| `automation_list_versions` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-list-versions.md |
| `bulk_enrich` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/bulk-enrich.md |
| `bulk_get_campaign_node_run_counts` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/bulk-get-campaign-node-run-counts.md |
| `calendar_status` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/calendar-status.md |
| `claire_deep_research` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/claire-deep-research.md |
| `claire_extract_prospects_from_url` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/claire-extract-prospects-from-url.md |
| `claire_find_competitors` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/claire-find-competitors.md |
| `claire_market_watch` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/claire-market-watch.md |
| `claire_search` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/claire-search.md |
| `confirm_meeting` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/confirm-meeting.md |
| `crm_detect_forecast_changes` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-detect-forecast-changes.md |
| `crm_get_contact` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-get-contact.md |
| `crm_get_deal` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-get-deal.md |
| `crm_list_activities` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-list-activities.md |
| `crm_list_deals` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-list-deals.md |
| `crm_list_owners` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-list-owners.md |
| `crm_list_pipeline_stages` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-list-pipeline-stages.md |
| `crm_pipeline_risk_scan` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-pipeline-risk-scan.md |
| `crm_score_prospects` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-score-prospects.md |
| `crm_search_contacts` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-search-contacts.md |
| `crm_status` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-status.md |
| `crm_weekly_brief_compose` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-weekly-brief-compose.md |
| `detach_campaign_audience_list` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/detach-campaign-audience-list.md |
| `dismiss_duplicate_pair` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/dismiss-duplicate-pair.md |
| `enrich_contact_details` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/enrich-contact-details.md |
| `enrich_prospect` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/enrich-prospect.md |
| `enrich_prospect_with_claire` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/enrich-prospect-with-claire.md |
| `ensure_default_icp` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/ensure-default-icp.md |
| `fullenrich_get_job` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/fullenrich-get-job.md |
| `get_account` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-account.md |
| `get_account_rate_limits` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-account-rate-limits.md |
| `get_agent_session_messages` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-agent-session-messages.md |
| `get_analytics_overview` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-analytics-overview.md |
| `get_availability` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-availability.md |
| `get_campaign` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-campaign.md |
| `get_campaign_ab_tests` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-campaign-ab-tests.md |
| `get_campaign_audience` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-campaign-audience.md |
| `get_campaign_engagement_summary` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-campaign-engagement-summary.md |
| `get_campaign_feed` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-campaign-feed.md |
| `get_campaign_launch_preflight` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-campaign-launch-preflight.md |
| `get_campaign_lead_analytics` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-campaign-lead-analytics.md |
| `get_campaign_memory` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-campaign-memory.md |
| `get_campaign_node_run_counts` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-campaign-node-run-counts.md |
| `get_campaign_share_link` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-campaign-share-link.md |
| `get_campaign_stats` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-campaign-stats.md |
| `get_channel_sync_rules` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-channel-sync-rules.md |
| `get_chat` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-chat.md |
| `get_circuit_status` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-circuit-status.md |
| `get_contact_enrichment_job` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-contact-enrichment-job.md |
| `get_current_workspace` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-current-workspace.md |
| `get_dashboard_kpis` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-dashboard-kpis.md |
| `get_data_quality_settings` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-data-quality-settings.md |
| `get_deal` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-deal.md |
| `get_deal_board_totals` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-deal-board-totals.md |
| `get_default_icp` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-default-icp.md |
| `get_email_tracking_events` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-email-tracking-events.md |
| `get_email_verification_job` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-email-verification-job.md |
| `get_enrichment_credits` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-enrichment-credits.md |
| `get_enrichment_status` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-enrichment-status.md |
| `get_entity_analytics` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-entity-analytics.md |
| `get_icp` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-icp.md |
| `get_inbox_autopilot_status` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-inbox-autopilot-status.md |
| `get_inbox_placement` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-inbox-placement.md |
| `get_link_click_details` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-link-click-details.md |
| `get_mailpool_pricing` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-mailpool-pricing.md |
| `get_meeting_link` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-meeting-link.md |
| `get_organization` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-organization.md |
| `get_organization_geo_points` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-organization-geo-points.md |
| `get_organization_geo_stats` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-organization-geo-stats.md |
| `get_organization_share_link` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-organization-share-link.md |
| `get_people_share_link` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-people-share-link.md |
| `get_prospect` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-prospect.md |
| `get_prospect_campaign_activity` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-prospect-campaign-activity.md |
| `get_prospect_engagement_timeline` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-prospect-engagement-timeline.md |
| `get_prospect_list` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-prospect-list.md |
| `get_prospect_list_share_link` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-prospect-list-share-link.md |
| `get_prospect_qualification` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-prospect-qualification.md |
| `get_prospect_share_link` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-prospect-share-link.md |
| `get_sales_workspace` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-sales-workspace.md |
| `get_saved_view` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-saved-view.md |
| `get_signal_history` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-signal-history.md |
| `get_signal_proposal` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-signal-proposal.md |
| `get_team_calendar_availability` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-team-calendar-availability.md |
| `get_unibox_message` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-unibox-message.md |
| `get_unibox_sync_progress` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-unibox-sync-progress.md |
| `get_upcoming_meetings` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-upcoming-meetings.md |
| `get_warmup_deliverability` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-warmup-deliverability.md |
| `get_warmup_pricing` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-warmup-pricing.md |
| `get_workspace_agents` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-workspace-agents.md |
| `get_workspace_profile` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-workspace-profile.md |
| `get_workspace_wallet` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/get-workspace-wallet.md |
| `hosted_auth_link` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/hosted-auth-link.md |
| `link_icp` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/link-icp.md |
| `list_account_shares` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-account-shares.md |
| `list_accounts` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-accounts.md |
| `list_agent_sessions` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-agent-sessions.md |
| `list_campaign_attachments` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-campaign-attachments.md |
| `list_campaign_audience_prospects` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-campaign-audience-prospects.md |
| `list_campaign_conversations` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-campaign-conversations.md |
| `list_campaigns` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-campaigns.md |
| `list_chat_messages` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-chat-messages.md |
| `list_chats` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-chats.md |
| `list_conversation_analytics` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-conversation-analytics.md |
| `list_crew_rates` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-crew-rates.md |
| `list_custom_fields` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-custom-fields.md |
| `list_data_suppliers` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-data-suppliers.md |
| `list_deal_attachments` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-deal-attachments.md |
| `list_deal_line_items` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-deal-line-items.md |
| `list_deal_pipelines` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-deal-pipelines.md |
| `list_deal_stage_events` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-deal-stage-events.md |
| `list_deal_stage_rules` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-deal-stage-rules.md |
| `list_deals` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-deals.md |
| `list_digital_workers` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-digital-workers.md |
| `list_duplicate_records` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-duplicate-records.md |
| `list_failed_requests` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-failed-requests.md |
| `list_icp_links` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-icp-links.md |
| `list_icps` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-icps.md |
| `list_icps_for_record` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-icps-for-record.md |
| `list_inbox_drafts` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-inbox-drafts.md |
| `list_inbox_placements` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-inbox-placements.md |
| `list_intent_signals` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-intent-signals.md |
| `list_mailpool_domains` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-mailpool-domains.md |
| `list_mailpool_orders` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-mailpool-orders.md |
| `list_meeting_link_submissions` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-meeting-link-submissions.md |
| `list_meeting_links` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-meeting-links.md |
| `list_organizations` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-organizations.md |
| `list_prospect_campaigns` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-prospect-campaigns.md |
| `list_prospect_list_member_ids` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-prospect-list-member-ids.md |
| `list_prospect_list_members` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-prospect-list-members.md |
| `list_prospect_list_organizations` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-prospect-list-organizations.md |
| `list_prospect_lists` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-prospect-lists.md |
| `list_prospect_profile_activities` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-prospect-profile-activities.md |
| `list_prospect_profile_hooks` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-prospect-profile-hooks.md |
| `list_prospects` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-prospects.md |
| `list_sales_catalog_fields` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-sales-catalog-fields.md |
| `list_sales_catalog_items` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-sales-catalog-items.md |
| `list_sales_os_crew` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-sales-os-crew.md |
| `list_sales_os_desktop_items` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-sales-os-desktop-items.md |
| `list_saved_views` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-saved-views.md |
| `list_schedule_presets` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-schedule-presets.md |
| `list_signal_proposals` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-signal-proposals.md |
| `list_synced_calendar_accounts` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-synced-calendar-accounts.md |
| `list_unibox_channels` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-unibox-channels.md |
| `list_wallet_budgets` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-wallet-budgets.md |
| `list_wallet_consumption` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-wallet-consumption.md |
| `list_wallet_gifts` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-wallet-gifts.md |
| `list_warmups` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-warmups.md |
| `list_workspace_members` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-workspace-members.md |
| `list_workspace_roles` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/list-workspace-roles.md |
| `lose_deal` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/lose-deal.md |
| `notion_get_page` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/notion-get-page.md |
| `notion_search_pages` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/notion-search-pages.md |
| `pause_campaign` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pause-campaign.md |
| `pipeline_get_canvas` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-get-canvas.md |
| `pipeline_get_canvas_draft_diff` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-get-canvas-draft-diff.md |
| `pipeline_get_pipeline` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-get-pipeline.md |
| `pipeline_get_prospect_journey` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-get-prospect-journey.md |
| `pipeline_list_campaign_routes` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-list-campaign-routes.md |
| `pipeline_list_canvas_draft_publications` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-list-canvas-draft-publications.md |
| `pipeline_list_canvas_drafts` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-list-canvas-drafts.md |
| `pipeline_list_links` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-list-links.md |
| `pipeline_list_pipelines` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-list-pipelines.md |
| `pipeline_list_placements` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-list-placements.md |
| `pipeline_list_stage_rules` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-list-stage-rules.md |
| `pipeline_list_stages` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-list-stages.md |
| `pipeline_validate_canvas_draft` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-validate-canvas-draft.md |
| `pipeline_webhook_get` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-get.md |
| `pipeline_webhook_list` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-list.md |
| `pipeline_webhook_list_deliveries` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-list-deliveries.md |
| `pipeline_webhook_rotate` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-rotate.md |
| `pipeline_webhook_route_list` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-route-list.md |
| `preview_enrichment` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/preview-enrichment.md |
| `preview_organization_search` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/preview-organization-search.md |
| `propose_times` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/propose-times.md |
| `prospect_list_meetings` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/prospect-list-meetings.md |
| `prospect_list_tasks` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/prospect-list-tasks.md |
| `refresh_prospect_images` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/refresh-prospect-images.md |
| `reorder_deal_stages` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/reorder-deal-stages.md |
| `reschedule_meeting` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/reschedule-meeting.md |
| `sales_os_crew_check_in` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/sales-os-crew-check-in.md |
| `scan_duplicate_records` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/scan-duplicate-records.md |
| `search_from_icp` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/search-from-icp.md |
| `search_mailpool_domains` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/search-mailpool-domains.md |
| `search_prospect_lists` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/search-prospect-lists.md |
| `search_workspace` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/search-workspace.md |
| `social_follow` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-follow.md |
| `social_get_post` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-get-post.md |
| `social_inmail_balance` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-inmail-balance.md |
| `social_list_comments` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-list-comments.md |
| `social_list_invitations_received` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-list-invitations-received.md |
| `social_list_invitations_sent` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-list-invitations-sent.md |
| `social_list_posts` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-list-posts.md |
| `social_list_reactions` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-list-reactions.md |
| `social_react` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-react.md |
| `social_relationship` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-relationship.md |
| `suggest_campaign_ideas` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/suggest-campaign-ideas.md |
| `suggest_meeting_link_slug` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/suggest-meeting-link-slug.md |
| `sync_accounts` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/sync-accounts.md |
| `sync_campaign_audience` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/sync-campaign-audience.md |
| `sync_mailpool_order` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/sync-mailpool-order.md |
| `sync_unibox` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/sync-unibox.md |
| `wait_for_prospect_list` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/wait-for-prospect-list.md |
| `win_deal` | Read | Low | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/win-deal.md |
| `add_campaign_audience_prospects` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/add-campaign-audience-prospects.md |
| `add_deal_line_item` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/add-deal-line-item.md |
| `add_deal_prospect` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/add-deal-prospect.md |
| `add_prospects_to_list` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/add-prospects-to-list.md |
| `add_sales_os_desktop_item` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/add-sales-os-desktop-item.md |
| `agent_draft_create` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/agent-draft-create.md |
| `apollo_add_more` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/apollo-add-more.md |
| `apollo_create_list` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/apollo-create-list.md |
| `approve_inbox_draft` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/approve-inbox-draft.md |
| `archive_campaign` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/archive-campaign.md |
| `archive_chat` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/archive-chat.md |
| `attach_campaign_audience_list` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/attach-campaign-audience-list.md |
| `attach_campaign_to_intent_trigger` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/attach-campaign-to-intent-trigger.md |
| `auto_create_organization_list` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/auto-create-organization-list.md |
| `auto_create_prospect_list` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/auto-create-prospect-list.md |
| `automation_create` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-create.md |
| `automation_deactivate` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-deactivate.md |
| `automation_save_draft` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-save-draft.md |
| `automation_update` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-update.md |
| `book_meeting` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/book-meeting.md |
| `bulk_create_intent_triggers` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/bulk-create-intent-triggers.md |
| `bulk_import_organizations` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/bulk-import-organizations.md |
| `bulk_import_prospects` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/bulk-import-prospects.md |
| `connect_calendar` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/connect-calendar.md |
| `create_calendar_event` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-calendar-event.md |
| `create_campaign` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-campaign.md |
| `create_campaign_share_link` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-campaign-share-link.md |
| `create_deal` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-deal.md |
| `create_deal_pipeline` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-deal-pipeline.md |
| `create_deal_stage` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-deal-stage.md |
| `create_deal_stage_rule` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-deal-stage-rule.md |
| `create_icp` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-icp.md |
| `create_intent_trigger` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-intent-trigger.md |
| `create_linkedin_prospect_list` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-linkedin-prospect-list.md |
| `create_meeting_link` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-meeting-link.md |
| `create_organization` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-organization.md |
| `create_organization_share_link` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-organization-share-link.md |
| `create_people_share_link` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-people-share-link.md |
| `create_prospect` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-prospect.md |
| `create_prospect_intelligence_watchers` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-prospect-intelligence-watchers.md |
| `create_prospect_list` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-prospect-list.md |
| `create_prospect_list_share_link` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-prospect-list-share-link.md |
| `create_prospect_profile_hook` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-prospect-profile-hook.md |
| `create_prospect_share_link` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-prospect-share-link.md |
| `create_sales_catalog_field` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-sales-catalog-field.md |
| `create_sales_catalog_item` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-sales-catalog-item.md |
| `create_saved_view` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-saved-view.md |
| `create_schedule_preset` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/create-schedule-preset.md |
| `crm_assign_prospects` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-assign-prospects.md |
| `crm_export_import_csv` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-export-import-csv.md |
| `crm_upsert_company` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-upsert-company.md |
| `crm_upsert_contact` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-upsert-contact.md |
| `disable_trigger` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/disable-trigger.md |
| `disconnect_account` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/disconnect-account.md |
| `disconnect_synced_calendar_account` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/disconnect-synced-calendar-account.md |
| `duplicate_campaign` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/duplicate-campaign.md |
| `explorium_add_more` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/explorium-add-more.md |
| `explorium_create_company_list` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/explorium-create-company-list.md |
| `explorium_create_list` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/explorium-create-list.md |
| `fill_icp` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/fill-icp.md |
| `generate_icp` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/generate-icp.md |
| `generate_workspace_intel` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/generate-workspace-intel.md |
| `getleads_add_more` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/getleads-add-more.md |
| `getleads_create_list` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/getleads-create-list.md |
| `import_prospect_list_csv` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/import-prospect-list-csv.md |
| `modify_proposal` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/modify-proposal.md |
| `move_deal` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/move-deal.md |
| `notion_append_blocks` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/notion-append-blocks.md |
| `notion_create_page` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/notion-create-page.md |
| `notion_publish_weekly_brief` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/notion-publish-weekly-brief.md |
| `pipeline_create_campaign_route` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-create-campaign-route.md |
| `pipeline_create_canvas_draft` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-create-canvas-draft.md |
| `pipeline_create_link` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-create-link.md |
| `pipeline_create_pipeline` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-create-pipeline.md |
| `pipeline_create_stage` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-create-stage.md |
| `pipeline_create_stage_rule` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-create-stage-rule.md |
| `pipeline_publish_canvas_draft` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-publish-canvas-draft.md |
| `pipeline_rebase_canvas_draft` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-rebase-canvas-draft.md |
| `pipeline_reorder_stages` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-reorder-stages.md |
| `pipeline_rollback_canvas_publication` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-rollback-canvas-publication.md |
| `pipeline_set_placement` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-set-placement.md |
| `pipeline_update_campaign_route` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-update-campaign-route.md |
| `pipeline_update_canvas_draft` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-update-canvas-draft.md |
| `pipeline_update_link` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-update-link.md |
| `pipeline_update_pipeline` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-update-pipeline.md |
| `pipeline_update_stage` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-update-stage.md |
| `pipeline_update_stage_rule` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-update-stage-rule.md |
| `pipeline_webhook_create` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-create.md |
| `pipeline_webhook_route_create` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-route-create.md |
| `pipeline_webhook_route_reorder` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-route-reorder.md |
| `pipeline_webhook_route_update` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-route-update.md |
| `pipeline_webhook_update` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-webhook-update.md |
| `reject_inbox_draft` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/reject-inbox-draft.md |
| `reject_proposal` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/reject-proposal.md |
| `restore_campaign` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/restore-campaign.md |
| `resume_campaign` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/resume-campaign.md |
| `send_booking_link` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/send-booking-link.md |
| `send_chat_message` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/send-chat-message.md |
| `send_new_email` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/send-new-email.md |
| `set_campaign_step_attachments` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/set-campaign-step-attachments.md |
| `set_channel_sync_rules` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/set-channel-sync-rules.md |
| `set_inbox_autopilot` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/set-inbox-autopilot.md |
| `social_comment` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-comment.md |
| `social_handle_invitation` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-handle-invitation.md |
| `social_invite` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-invite.md |
| `social_send_inmail` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/social-send-inmail.md |
| `suggest_chat_replies` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/suggest-chat-replies.md |
| `unlink_icp` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/unlink-icp.md |
| `update_account` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-account.md |
| `update_account_rate_limit` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-account-rate-limit.md |
| `update_calendar_event` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-calendar-event.md |
| `update_campaign` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-campaign.md |
| `update_campaign_ab_test` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-campaign-ab-test.md |
| `update_campaign_memory` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-campaign-memory.md |
| `update_chat` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-chat.md |
| `update_data_supplier` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-data-supplier.md |
| `update_deal` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-deal.md |
| `update_deal_pipeline` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-deal-pipeline.md |
| `update_deal_stage` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-deal-stage.md |
| `update_deal_stage_rule` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-deal-stage-rule.md |
| `update_icp` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-icp.md |
| `update_meeting_attendance` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-meeting-attendance.md |
| `update_meeting_link` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-meeting-link.md |
| `update_organization` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-organization.md |
| `update_prospect` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-prospect.md |
| `update_prospect_list` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-prospect-list.md |
| `update_prospect_profile_hook` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-prospect-profile-hook.md |
| `update_sales_catalog_item` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-sales-catalog-item.md |
| `update_saved_view` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-saved-view.md |
| `update_schedule_preset` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-schedule-preset.md |
| `update_warmup` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-warmup.md |
| `update_workspace_profile` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/update-workspace-profile.md |
| `upload_campaign_attachment` | Write | Medium | https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/upload-campaign-attachment.md |

## Tool descriptions

- `automation_cancel_run` — Cancel a queued or waiting (delayed) run; 409 if it already ran or is running. Returns {data: Run}.
- `automation_delete` — Permanently delete a workflow with all its versions and run history. Returns {data: {deleted: true}}.
- `automation_discard_draft` — Archive the pending draft, keeping the active version (409 if there is no draft; 404 where the draft lifecycle is not enabled). Returns {data: Version}.
- `bulk_delete_organizations` — Delete multiple organizations. Set deleteProspects=true to cascade-delete linked prospects.
- `bulk_delete_prospects` — Delete multiple prospects by IDs.
- `cancel_meeting` — Cancel a recorded meeting by its meetings.id UUID. If the meeting has a Cal.com booking uid it is cancelled on Cal.com first, then the row is marked cancelled. Optionally pass a reason. Irreversible; Cal.com notifies the attendee. Return…
- `cancel_meeting_series` — Cancel a recurring Cal.com series from one occurrence (meeting_id): scope
- `cancel_warmup` — Stop a warm-up at the end of its paid period (no refund; ends immediately if unpaid). resume_warmup undoes a pending cancellation.
- `clear_failed_requests` — Drain the dead-letter queue. Returns the number of entries removed. Use after manually replaying or after resolving the upstream issue.
- `decline_meeting` — Reject a pending Cal.com booking request by meeting_id, with an optional reason. Irreversible; Cal.com notifies the attendee. Returns {data: meeting row} with status
- `delete_calendar_event` — Delete an event from a synced Google/Outlook calendar by event_id + account_id. Irreversible; the provider may notify attendees. Returns {success: true}; 404 if the event is not found.
- `delete_campaign` — Permanently delete a campaign and all its workflow executions. Prefer archive for soft removal.
- `delete_campaign_attachment` — Remove a file from the campaign attachment library. Refused (409) while any campaign step — or a prospect already enrolled in one — still sends it; detach it with set_campaign_step_attachments first.
- `delete_deal` — Permanently delete a deal, its line items and attached files. Irreversible. Fails (500) if documents are linked to it. Returns {success: true}.
- `delete_deal_attachment` — Permanently delete a file attached to a deal. Irreversible. Returns {success: true}.
- `delete_deal_pipeline` — Permanently delete an EMPTY deal pipeline; 409 pipeline_in_use if it holds deals (archive it instead). The last pipeline can
- `delete_deal_stage` — Delete a custom deal stage (default stages can
- `delete_deal_stage_rule` — Delete a deal stage entry rule. Returns {success: true}.
- `delete_icp` — Permanently delete an ICP and its record links (searches it produced are kept). Prefer update_icp status=archived. Returns {data: {id}}.
- `delete_meeting_link` — Permanently delete a booking page and its lead submissions; its address stops working. The CRM people it captured and their timelines stay. To take a page offline but keep it, use update_meeting_link with is_active=false instead. Returns…
- `delete_organization` — Delete an organization. Linked prospects get organization_id = null.
- `delete_prospect` — Delete a prospect permanently.
- `delete_prospect_list` — Delete a prospect list (prospects themselves are NOT deleted).
- `delete_prospect_profile_hook` — Delete a profile hook permanently.
- `delete_saved_view` — Permanently delete a saved view (creator or signed-in admin only). Records are untouched. Returns {data: {id}}.
- `delete_schedule_preset` — Delete a saved schedule. Campaigns keep their own copy, so this never changes how an existing campaign sends.
- `disconnect_data_supplier` — Revoke the workspace
- `pipeline_delete_campaign_route` — Delete a campaign outcome route. Returns {success}.
- `pipeline_delete_canvas_draft` — Delete an unpublished change set. Returns an empty body (204) on success.
- `pipeline_delete_link` — Delete a pipeline link (stops its auto_move handoff). Returns {success}.
- `pipeline_delete_pipeline` — Permanently delete a non-default pipeline with its stages and links. If it holds prospects pass reassign_to, else 409 reassign_required. Returns {success}.
- `pipeline_delete_placement` — Forget a canvas node
- `pipeline_delete_stage` — Permanently delete a custom column (system columns can
- `pipeline_delete_stage_rule` — Permanently delete a stage rule. Returns {success}.
- `pipeline_webhook_delete` — Permanently delete an endpoint with its branches and delivery log; its URL stops accepting posts. Returns {data: {id}}.
- `pipeline_webhook_route_delete` — Permanently delete a routing branch; payloads it matched fall through to the remaining branches. Returns {data: {id}}.
- `remove_campaign_audience_prospects` — Take people out of a campaign and stop any in-flight executions so they get no further outreach. Enrollment is kept as
- `remove_deal_line_item` — Remove a line item from an OPEN deal (soft-removed, kept in history). Returns {data: {id}}.
- `remove_deal_prospect` — Unlink a contact (prospect_id) from a deal. A won deal must keep at least one contact. Returns {success: true}.
- `remove_prospects_from_list` — Remove prospects from a prospect list by their UUIDs.
- `revoke_campaign_share_link` — Disable a campaign
- `revoke_organization_share_link` — Disable an organization
- `revoke_people_share_link` — Disable the People database public share link; the URL stops working. Admin only.
- `revoke_prospect_list_share_link` — Disable a list
- `revoke_prospect_share_link` — Disable a prospect
- `social_cancel_invitation` — Withdraw a pending invitation sent by the account (LinkedIn only).
- `stop_campaign` — Stop an active or paused campaign permanently — cannot be resumed.
- `approve_proposal` — Approve a pending proposal and launch its draft campaign. SYNCHRONOUS — max-agent builds the prospect list, creates the campaign, and launches it (may take a while). Optionally pass modifications (titles, target_prospect_ids, campaign_na…
- `automation_activate` — Publish the pending draft and arm its trigger — from now on it fires automatically on real records (422 with {details:[{step_id,message}]} if not runnable). A new webhook
- `automation_resume` — Re-arm a paused workflow
- `automation_run` — Fire the workflow once, now, inline — runs the draft if one exists, else the active version — and REALLY executes its actions (tasks, campaign enrolls, webhooks, signature requests). Pass prospect_id for person-scoped manual triggers. Re…
- `enrich_organization` — Run Claire deep-research on an organization and save the result onto the record. SYNCHRONOUS — waits for Claire (may take 30-180s) and returns {status} (
- `generate_message_preview` — Use AI to generate a personalized message for a prospect. Charges credits. Specify channel and prompt.
- `generate_workflow` — Use AI to generate a campaign workflow from natural language. Charges credits. Provide a prompt or structured fields.
- `launch_campaign` — Launch a draft campaign — transitions draft → active and creates workflow executions for each prospect.
- `pipeline_preview_rule_assignment` — Dry-run an
- `pipeline_webhook_replay_delivery` — Re-run a logged delivery
- `pipeline_webhook_test` — Run a sample JSON payload through an endpoint
- `refresh_prospect_social_profiles` — Recompute the prospect
- `run_prospect_profile_hook` — Run a profile hook immediately (synchronous, up to ~5 min). May charge credits for the provider work. Returns {status, activitiesWritten, summary}.
- `simulate_account_connected` — Fire a Unipile account-connected webhook event. Use to test the handler that creates/updates an account record when Unipile finishes connecting.
- `simulate_account_status` — Fire a Unipile account-status webhook. Use to test status changes (OK, CREDENTIALS, ERROR, CONNECTING, STOPPED). Useful for verifying that disconnected accounts are flagged correctly.
- `simulate_email_tracking` — Fire a Unipile mail_opened or mail_link_clicked tracking event. Pass label as
- `simulate_linkedin_messaging` — Fire a Unipile LinkedIn messaging event (message_received, message_read, message_delivered, etc.). Use to test reply detection and campaign execution advancement on LinkedIn.
- `simulate_new_email` — Fire a Unipile mail_received webhook. Use to test inbound email handling — reply detection, chat thread creation, and campaign execution advancement.
- `simulate_new_relation` — Fire a Unipile new_relation event (LinkedIn invitation accepted). Use to test that the connection record is updated and any waiting campaign executions are advanced.
- `sync_all_warmups` — Refresh every live warm-up from Mailpool. Returns {data, unmanaged (warm-ups Mailpool runs that Max doesn
- `sync_calendars_now` — Pull the latest events from the synced Google/Outlook calendars now: every account, or only account_id. May take minutes; an account already mid-sync is skipped. Returns {data: {accounts, synced, needsReauth, failed, skipped, eventsUpser…
- `sync_warmup` — Refresh one warm-up
- `create_mailpool_order` — CHARGES THE WORKSPACE: buys domains and pre-configured sending mailboxes from Mailpool (real supplier purchase; not reversible). Confirm domains, mailboxes and price with the user first (search_mailpool_domains, get_mailpool_pricing). Ne…
- `resume_warmup` — MAY CHARGE THE WORKSPACE: undoes a pending cancellation (free), or pays a past-due warm-up
- `start_warmup` — CHARGES THE WORKSPACE: buys email warm-up for each mailbox, billed the first day now and then daily until cancel_warmup. Confirm the mailboxes and price (get_warmup_pricing) with the user first. Returns {started, failed, tokens_charged};…
- `verify_emails` — Queue email verification (Bouncer) for prospect_ids or a whole list_id. CHARGES CREDITS (402 if insufficient). Async: returns 202 {job_id, job_ids, total}; a cron writes deliverable/risky/undeliverable/unknown onto each prospect
- `agent_draft_get` — Fetch one agent action draft by id, including its full payload, current state, audit trail, and any execution result. Use to inspect a specific draft before recommending approve/reject to the user.
- `agent_draft_list` — List agent action drafts in the workspace, optionally filtered by state (pending/approved/rejected/executed/failed/canceled) and/or action_type. Paginated via { limit, cursor }. Returns { data: [...], next_cursor? }. Use to show the user…
- `automation_get` — Get one workflow with its draft_version and active_version documents and webhook_url. Returns {data: WorkflowDetail}.
- `automation_get_run` — One run with per-step states, outputs and errors (403 for document-triggered runs without a member session). Returns {data: Run}.
- `automation_list` — List the workspace
- `automation_list_runs` — A workflow
- `automation_list_versions` — Every version of a workflow (draft, active, archived), newest first. Returns {data: Version[]}.
- `bulk_enrich` — Queue many prospects and/or organizations for background enrichment by the cron worker (does NOT run inline). Provide prospect_ids and/or organization_ids. Returns {accepted} — how many rows were queued. Use this instead of calling enric…
- `bulk_get_campaign_node_run_counts` — Node run counts for up to 100 campaigns in one call: { nodeRunCounts: { campaignId: { nodeId: count } } }. Inaccessible ids and campaigns with no runs are omitted.
- `calendar_status` — Return the workspace
- `claire_deep_research` — Multi-source background research on a named person or company. Returns recent activity, news, role context, company highlights, and proof points. Synchronous (may take 30-90s). Call this BEFORE crafting personalized outreach so the messa…
- `claire_extract_prospects_from_url` — Fetch a public URL (conference attendee list, team / about page, press release, panel announcement, etc.) and extract structured prospects (people / contacts) from it via Claire. Returns { prospects:[{ name, title, company, linkedin_url?…
- `claire_find_competitors` — Identify direct competitors of a company by URL. Returns a list of competing companies with descriptions and sources. Synchronous (typically 1-3 min). Use to expand a prospect list with similar companies or to ground competitive position…
- `claire_market_watch` — Run a market-watch pass on a URL, optionally filtered by criteria (e.g.
- `claire_search` — Free-text research query against Claire
- `confirm_meeting` — Accept a pending Cal.com booking request (status
- `crm_detect_forecast_changes` — Compare current open HubSpot deals against the workspace
- `crm_get_contact` — Fetch a single CRM contact by email (the dedup identity). Returns {data: contact} or {data: null} if not found.
- `crm_get_deal` — Fetch a single HubSpot deal by id, including its full properties and associated company/contact ids. Returns null if not found.
- `crm_list_activities` — List HubSpot engagements (call/email/meeting/note/task) with optional filters (deal, contact, owner, types, since). Per-type queries are merged sorted by timestamp desc. Returns id, type, timestamp, ownerId, dealId, contactId, subject, b…
- `crm_list_deals` — List deals from HubSpot with optional filters (stage, owner, pipeline, amount range, close-date range, modified-after). Returns id, dealname, amount, ownerId, stage, pipeline, closeDate, lastModified, lastActivityDate, nextStep, associat…
- `crm_list_owners` — List HubSpot owners (sales reps) for the workspace. Returns id, email, firstName, lastName, teams. Use to map deals/assignments to people.
- `crm_list_pipeline_stages` — List deal pipeline stages (optionally scoped to one pipeline). Returns id, label, displayOrder, pipelineId, isWonStage, isLostStage.
- `crm_pipeline_risk_scan` — Scan open HubSpot deals for risk: days inactive, days-to-close, missing fields (amount/owner/next_step/last_activity), close-date slipping, and high-value-low-activity. Computes a transparent weighted risk_score (0–100) and a PRIVATE sug…
- `crm_score_prospects` — Score prospects 0–100 against the workspace ICP rules (agent_settings.icp_rules): country 25, industry 25, employee-in-range 20, any title keyword 30. With no rules configured, every prospect scores 50 (reason no_icp_rules_configured). R…
- `crm_search_contacts` — Search the connected CRM (HubSpot) for contacts by free text (name, email, company). Returns {data: contacts[]}. Use before creating a contact to check if one already exists.
- `crm_status` — Report whether HubSpot is connected for this workspace. Returns { connected: bool, provider, connections: [{ provider, portal_id, connected_at, last_refresh_at }] }.
- `crm_weekly_brief_compose` — Compose a structured weekly sales brief from last week
- `detach_campaign_audience_list` — Detach a prospect list from a campaign. People it already enrolled stay in — use remove_campaign_audience_prospects to stop them.
- `dismiss_duplicate_pair` — Mark a duplicate pair as not-a-duplicate so it leaves the pending queue. Records are untouched. Returns {success: true}.
- `enrich_contact_details` — Find emails/phones (optionally LinkedIn URLs) for prospect_ids or a whole list_id via FullEnrich (default) or Explorium; results are written onto the prospects. CHARGES CREDITS (402 if insufficient) — run preview_enrichment first for the…
- `enrich_prospect` — Run Claire deep-research on a prospect and save the result onto the record. SYNCHRONOUS — waits for Claire (may take 30-180s) and returns {status} (
- `enrich_prospect_with_claire` — Enrich a saved prospect using Max-owned FullEnrich jobs. Optional categories select exactly which data is saved or kept as alternates; valid primary values and unchecked data are preserved. Omit categories for automatic gap selection (co…
- `ensure_default_icp` — Make sure the workspace has a default ICP that says who to look for: returns the current default, else promotes the most recent active ICP, else has Max draft one from the company profile and SAVES it (source
- `fullenrich_get_job` — Poll a Max FullEnrich job by job_id. Returns status, phase, categories, matched, result, provider_credits, credits_charged and error_message. Read-only: polls the existing provider job without creating a new paid enrichment. Pending iden…
- `get_account` — Get full details of a connected account — provider, channel, config, sync status.
- `get_account_rate_limits` — Get daily/weekly sending limits and current usage for a specific account.
- `get_agent_session_messages` — Read one of the caller
- `get_analytics_overview` — Workspace analytics for a period, optionally filtered by campaign_ids/account_ids: totals and rates per channel (email, LinkedIn, WhatsApp, mail, meetings), by_campaign, by_account, prospect_lists, deals, crew, signals, funnel, previous-…
- `get_availability` — Fetch open booking slots for an event type, grouped by date. event_type_id defaults to the connection
- `get_campaign` — Get full details of a campaign by ID — workflow, scheduling, accounts, prospect lists, stats.
- `get_campaign_ab_tests` — Every email step testing 2+ variants: weights, live traffic share, per-variant sent/open/click/reply/bounce rates and a verdict (collecting/inconclusive/winner with confidence). Empty tests[] when none run.
- `get_campaign_audience` — Lists the campaign draws from (included/excluded, live member count, pending_count not yet enrolled) plus a rollup: in_campaign, active, finished, removed, manual, pending_from_lists. Also says whether the audience is editable and enroll…
- `get_campaign_engagement_summary` — Engagement summary for a campaign: open/click/reply/bounce rates plus per-link click detail (top links, distinct URLs clicked).
- `get_campaign_feed` — Most recent workflow steps executed in a campaign, newest first: node, action_type, status, error_message, prospect. limit default 20, max 100.
- `get_campaign_launch_preflight` — Before launch: how many people in the audience at least one sequence step can reach. Returns { audience, reachable, unreachable, required_channels, segments } (segments keyed by channel combo, e.g.
- `get_campaign_lead_analytics` — Per-prospect breakdown — where each lead is in the workflow and message event history.
- `get_campaign_memory` — Read Max
- `get_campaign_node_run_counts` — Map of workflow node ID → execution count. Useful for funnel visualization.
- `get_campaign_share_link` — Read a campaign
- `get_campaign_stats` — Aggregate performance stats — email open/reply rates, LinkedIn connection/reply rates, execution counts.
- `get_channel_sync_rules` — Get one account
- `get_chat` — Get full details of a single Unibox chat/conversation thread.
- `get_circuit_status` — Inspect the circuit-breaker state for each upstream host the MCP server has called. Shows whether requests are being fast-failed (state=open), probing (half-open), or flowing normally (closed).
- `get_contact_enrichment_job` — Status of a contact-enrichment job: {job_id, status (pending|processing|completed|failed), total, enriched_count, error_message}. Poll until completed or failed, then re-read the prospects.
- `get_current_workspace` — Return the Max workspace this connection reads and writes: {data: {workspace_id, workspace_name, auth_method, scopes}}. A Max API key reaches exactly ONE workspace; no tool can act in another. Check this before writing when the user name…
- `get_dashboard_kpis` — Workspace-wide aggregate stats — execution counts, email/LinkedIn rates, completion percentage.
- `get_data_quality_settings` — Read the workspace
- `get_deal` — Get one native deal by deal_id with its organization and linked contacts (each omitted if the key lacks organizations:read / prospects:read). Returns {data: Deal}.
- `get_deal_board_totals` — Per-stage totals for one deal pipeline, optionally filtered by status/owner_id/organization_id/search. Returns {data: {<stage_id>: {count, sums: [{currency, amount, weighted}]}}}; weighted = amount × probability.
- `get_default_icp` — Read the workspace
- `get_email_tracking_events` — Raw per-event email tracking rows for a prospect (opens, clicks, replies, bounces) with url/ip/user_agent detail. Newest first. Optionally filter by event_types.
- `get_email_verification_job` — Status of an email-verification job: {job_id, status (pending|processing|completed|failed), total, error_message}. Poll until completed, then read verdicts from the prospects.
- `get_enrichment_credits` — Return the workspace
- `get_enrichment_status` — Check the enrichment state of a single prospect or organization. Provide exactly one of prospect_id or organization_id. Returns {enrichment_status, enrichment_updated_at, has_research}.
- `get_entity_analytics` — 360° analytics for one person (prospect) or organization over a period: touch totals per channel, meetings, by_campaign enrollment, linked deals, by_contact (organizations), daily timeseries and comparison totals. 404 if not in this work…
- `get_icp` — Get one ICP by id with its criteria, profile and stats. Returns {data: Icp}.
- `get_inbox_autopilot_status` — Return the workspace
- `get_inbox_placement` — Get one inbox placement check: {check, result} with placement per provider and per seed inbox once completed (result null until then).
- `get_link_click_details` — Link clicks for a campaign grouped by url, with total click counts and unique-prospect counts. Sorted by clicks desc.
- `get_mailpool_pricing` — Monthly price per done-for-you mailbox (USD and credits) for Google and Microsoft, and whether purchasing is enabled.
- `get_meeting_link` — Get one booking page by meeting_link_id, with
- `get_organization` — Get full details of an organization — domain, industry, employee count, funding, social URLs.
- `get_organization_geo_points` — The workspace
- `get_organization_geo_stats` — Geographic distribution of the workspace
- `get_organization_share_link` — Read an organization
- `get_people_share_link` — Get the public share link of the workspace
- `get_prospect` — Get full profile of a prospect — name, title, company, LinkedIn, email, location, enrichment data.
- `get_prospect_campaign_activity` — Chronological log of message events for a prospect across all campaigns (newest first).
- `get_prospect_engagement_timeline` — Chronological email engagement timeline for a prospect (oldest first) — every open, click, reply, and bounce.
- `get_prospect_list` — Get full details of a prospect list by ID — status, search config, result counts, timestamps.
- `get_prospect_list_share_link` — Get a list
- `get_prospect_qualification` — Qualification derived from the prospect
- `get_prospect_share_link` — Get a prospect
- `get_sales_workspace` — Read-only map of the sales setup (lists, campaigns, signals, people/deal pipelines and stages, stage rules, meetings) as {nodes, edges, notices, updatedAt}. limit caps each source (1-100, default 50).
- `get_saved_view` — Get one saved view by id. Returns {data: SavedView}.
- `get_signal_history` — Return the detected SignalEvent rows for a single trigger — each event records whether the poll found changes, a summary, and the raw scrape. Returns {data: SignalEvent[]}.
- `get_signal_proposal` — Fetch a single signal proposal by id, including its full recommendation (campaign name/description, workflow_config, target_prospect_ids, estimated contacts/credits, matched ICP, and entity). Returns {data: SignalProposal}, or a 404 erro…
- `get_team_calendar_availability` — Per-member free/busy from the workspace
- `get_unibox_message` — Get one Unibox message
- `get_unibox_sync_progress` — Live state of the Unibox history import: per-account phase and counters plus a summary. Cheap; poll while sync_unibox runs.
- `get_upcoming_meetings` — List upcoming meetings (excluding cancelled/rejected) ordered by start time ascending. from defaults to now and to defaults to now + 30 days (both ISO8601). Returns {data: meeting row[]} (status one of pending|scheduled|rescheduled|compl…
- `get_warmup_deliverability` — Warm-up health of every done-for-you mailbox, read live from Mailpool: status, health score, inbox rate, landed-inbox/spam totals and a daily series.
- `get_warmup_pricing` — Warm-up price per mailbox (daily credits/USD, monthly USD) and whether purchasing is enabled.
- `get_workspace_agents` — Read the workspace
- `get_workspace_profile` — Fetch workspace profile settings (company info) for the authenticated workspace via DigitalCrew API. Uses the MCP connection Authorization: Bearer token when set.
- `get_workspace_wallet` — Read the workspace
- `hosted_auth_link` — Generate a short-lived URL for the user to connect a LinkedIn or email account via Unipile hosted auth.
- `link_icp` — Mark a deal, organization or prospect as matching an ICP, with optional fit_score (0-100) and rationale. Upserts: re-linking updates the existing link. Returns {data: IcpLink}.
- `list_account_shares` — List the other workspaces a connected account is shared with (they see its live conversations). Returns share rows with the campaign/direct conversation flags.
- `list_accounts` — List all connected LinkedIn and email accounts — name, email, status, daily limits.
- `list_agent_sessions` — List the caller
- `list_campaign_attachments` — The workspace
- `list_campaign_audience_prospects` — Paginated people in a campaign with enrollment status, source (list/manual) and workflow execution status. Filter by search, enrollment_status, source. Returns { data, count, page, pageSize }.
- `list_campaign_conversations` — Newest-first feed of every Unibox message the campaign sent/received (chat_id, direction, subject, preview, status) merged with its physical letters (delivery status). Returns { data: { items, counts } }.
- `list_campaigns` — List all outreach campaigns. Filter by status, search by name, paginate and sort.
- `list_chat_messages` — Get all messages in a conversation — body, direction (in/out), timestamp, status.
- `list_chats` — List LinkedIn and email conversations — filter by channel, prospect, account, or archived status.
- `list_conversation_analytics` — Conversation-intelligence rollup of analyzed meetings in a period: {data: {totals (analyzedConversations, averageScore, averageInternalTalkPct, objectionRatePct, highRiskDeals), forecast, benchmarks per rep, trackerTrends, dealRisks, coa…
- `list_crew_rates` — List hourly rates and commission for the workspace default, members and digital workers. Returns {data: [{subject_type, subject_id, label, currency, hourly_rate, commission_pct, default_action_minutes, weekly_capacity_hours}]}.
- `list_custom_fields` — List the workspace
- `list_data_suppliers` — List the bring-your-own-key data suppliers (getleads, explorium, apollo) with enabled flag, status (active/revoked/error) and saved default config. Never returns keys. A disconnected supplier can still show connected=true — trust status.…
- `list_deal_attachments` — List files attached to a deal — metadata only (file_name, mime_type, size_bytes, created_at, derivation status); no file contents. Returns {data: Attachment[]}.
- `list_deal_line_items` — List a deal
- `list_deal_pipelines` — List deal pipelines with their ordered stages (id, label, type open/won/lost, win_probability, rule_count). Seeds the default pipeline on first use. Returns {data: Pipeline[]}.
- `list_deal_stage_events` — A deal
- `list_deal_stage_rules` — List a deal stage
- `list_deals` — List deals in Max
- `list_digital_workers` — List the workspace
- `list_duplicate_records` — List pending duplicate pairs for prospects (default) or organizations, each with match_type, confidence and a summary of both records. Returns {data: Pair[], counts} (pending counts per match type). Merging is a human action in the app.
- `list_failed_requests` — Inspect the dead-letter queue — write requests (POST/PATCH/DELETE) that exhausted all retries. Useful for forensics or manual replay. Backed by Redis if REDIS_URL is set, otherwise an in-memory ring buffer of up to 500 entries.
- `list_icp_links` — List the deals, organizations and prospects an ICP claims. Returns {data: IcpLink[]} (entity_type, entity_id, entity_label, fit_score, rationale, linked_by).
- `list_icps` — List the workspace
- `list_icps_for_record` — Reverse lookup: which ICPs claim this deal, organization or prospect. Returns {data: IcpLink[]} including icp_name.
- `list_inbox_drafts` — List the autopilot-generated reply drafts awaiting review (status=
- `list_inbox_placements` — List inbox placement (spam) checks run on the workspace
- `list_intent_signals` — List the workspace
- `list_mailpool_domains` — List domains this workspace already bought through done-for-you setup, with Mailpool status, so new mailboxes can reuse them.
- `list_mailpool_orders` — List the workspace
- `list_meeting_link_submissions` — Everyone who left a phone number on a booking page (newest first, up to 200), booked or not: status (partial = stopped after phone/name, qualified, disqualified, booked, cancelled), name, phone, email, prospect_id (their CRM person), rea…
- `list_meeting_links` — List the workspace
- `list_organizations` — List all organizations/companies — search by name or domain, filter by industry/country.
- `list_prospect_campaigns` — Campaigns a prospect is enrolled in: campaign name/status, enrollment status, source, added/removed dates, next scheduled step.
- `list_prospect_list_member_ids` — IDs of every list member matching filters, unpaginated, for bulk actions. Returns {ids, count, truncated} (ids capped at limit).
- `list_prospect_list_members` — List all prospects in a specific list — paginated, searchable, sortable.
- `list_prospect_list_organizations` — List companies in an organization-type list (search_type=organizations). Paginated, searchable. Returns {data: Organization[], count}.
- `list_prospect_lists` — List all prospect lists — name, status, result counts, and search criteria.
- `list_prospect_profile_activities` — Stored social/profile activity timeline for a prospect (posts, contact changes, research found by profile hooks), newest first.
- `list_prospect_profile_hooks` — Recurring watchers on a prospect (provider, source, frequency, active, last run status).
- `list_prospects` — List prospects with rich filtering — search, status, org, titles, countries, industries, pagination, sorting.
- `list_sales_catalog_fields` — List the custom catalog field definitions (key, label, type, kind, options) that catalog items
- `list_sales_catalog_items` — Search the products/services catalog (30 per page) by name or kind. Returns {data: Offering[], count}.
- `list_sales_os_crew` — Who on the team is active now vs inactive — people, Max, digital workers and connected agents — with status (people: online/idle/away/offline/hidden; AI: working/active/ready/paused/error/offline), activity and lastSeenAt, active first. …
- `list_sales_os_desktop_items` — List the member
- `list_saved_views` — List one surface
- `list_schedule_presets` — List the workspace
- `list_signal_proposals` — List the AI-generated campaign proposals produced from detected signals, optionally filtered by status (pending, approved, rejected, modified, launched, expired). An unknown status is ignored and all proposals are returned. Returns {data…
- `list_synced_calendar_accounts` — List the workspace
- `list_unibox_channels` — List the accounts the Unibox imports (own + shared-in email, LinkedIn, WhatsApp) with message/contact stats, the last history-import job and each account
- `list_wallet_budgets` — List per-member spending allowances on the workspace wallet. Returns {data: MemberBudget[]}.
- `list_wallet_consumption` — Who spent how many workspace tokens, with their allowance, optionally since a timestamp. Returns {data: MemberConsumption[]}.
- `list_wallet_gifts` — List token gifts this workspace gives to other workspaces (one-off and recurring). Returns {data: WorkspaceGrant[]}.
- `list_warmups` — List the workspace
- `list_workspace_members` — List human members and pending invites (who is online now: list_sales_os_crew). Returns {data: [{id, user_id, name, email, role, custom_role, status, access_mode, is_admin, permissions, invited_at, joined_at}]}.
- `list_workspace_roles` — List custom roles with their object/field permissions and assignment counts. Returns {data: CustomRole[]}.
- `lose_deal` — Mark a deal lost with optional lost_reason: moves it to its pipeline
- `notion_get_page` — Fetch a Notion page object plus all of its child blocks (paginated). Returns { page, blocks }.
- `notion_search_pages` — Search the connected Notion workspace for pages matching a free-text query. Returns [{ id, title, url }].
- `pause_campaign` — Pause an active campaign — stops dequeueing new actions (in-flight calls finish).
- `pipeline_get_canvas` — The whole journey graph in one read: pipelines with stages, prospect and rule counts, links, campaigns and their routes, stage automations, webhooks and their routes, deal pipelines. Returns {data: {...}}.
- `pipeline_get_canvas_draft_diff` — Review a change set against current Production: additions, edits, removals, relocations, warnings, conflicts and drift. Returns {data: Diff}.
- `pipeline_get_pipeline` — Get one pipeline with all its stages (archived included). Returns {data: Pipeline & {stages: Stage[]}}.
- `pipeline_get_prospect_journey` — One prospect
- `pipeline_list_campaign_routes` — List campaign outcome routes (campaign outcome → column). Returns {data: CampaignRoute[]}.
- `pipeline_list_canvas_draft_publications` — A change set
- `pipeline_list_canvas_drafts` — List Production change sets (reviewed batches of pipeline edits) with status, revision and operations. Returns {data: ChangeSet[]}; 404 if change sets are disabled.
- `pipeline_list_links` — List pipeline links: journey edges between pipelines, or column-to-column handoffs when both stage ids are set. Returns {data: Link[]}.
- `pipeline_list_pipelines` — List the workspace
- `pipeline_list_placements` — List saved journey-canvas positions of campaign / webhook / deal-pipeline nodes. Returns {data: Placement[]}.
- `pipeline_list_stage_rules` — List a column
- `pipeline_list_stages` — List pipeline columns (stages), optionally for one pipeline. Returns {data: Stage[]} with id, pipeline_id, key, label, type, position.
- `pipeline_validate_canvas_draft` — Check a change set against current Production without saving anything. Returns {data: {valid, drifted, issues[]}}.
- `pipeline_webhook_get` — Get one inbound webhook endpoint by webhook_id, with its routing branches. Returns {data: Webhook & {routes}}.
- `pipeline_webhook_list` — List the workspace
- `pipeline_webhook_list_deliveries` — Read an endpoint
- `pipeline_webhook_rotate` — Replace an endpoint
- `pipeline_webhook_route_list` — List routing branches (payload filter -> destination column) in evaluation order, for one webhook_id or the whole workspace. Returns {data: Route[]}.
- `preview_enrichment` — Free, read-only estimate for enrich_contact_details / verify_emails over prospect_ids or a list_id. Returns {coverage (with_email, with_phone, missing_contact, unverified_email...), providers [{provider, eligible, skipped, estimated_cred…
- `preview_organization_search` — Run a small, unsaved company search (1–25 rows) to check targeting before building a list, in the order the list would run: GetLeads first (company names, industries, HQ country or office locations, size, domains or LinkedIn company page…
- `propose_times` — Return the n soonest available slots as a flat list — handy for offering a prospect a few concrete times. count is 1-50 (default 3); event_type_id defaults to the connection
- `prospect_list_meetings` — List the meetings involving one prospect, newest first — the prospect meeting feed. Same filters and shape as the
- `prospect_list_tasks` — List the tasks about one prospect, newest first. Same filters and shape as the
- `refresh_prospect_images` — Re-fetch the prospect
- `reorder_deal_stages` — Reorder a deal pipeline
- `reschedule_meeting` — Move a scheduled Cal.com meeting (meeting_id) to new_start (future ISO8601; check get_availability first), with an optional reason. Cal.com emails the attendee the new time. Returns {data: meeting row} with status
- `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 work session and whenever the activity changes (state busy while working), and with state offline when done. Repeats within 10 s a…
- `scan_duplicate_records` — Rescan all workspace prospects and organizations for duplicates now (can be slow). Returns {data: {prospects_scanned, organizations_scanned, new_candidates}}; read pairs with list_duplicate_records.
- `search_from_icp` — Find people matching a saved ICP: runs its criteria as a prospect search (async), the same as picking the ICP in the People search bar. Auto chain (the member
- `search_mailpool_domains` — Check availability and annual price of a domain name across TLDs, plus suggestions and mailbox pricing. Read-only; buys nothing.
- `search_prospect_lists` — Preview filter results without creating a list — search by titles, countries, industries, employee count, etc.
- `search_workspace` — Full-text search across people, organizations, deals, lists, campaigns, tasks and meeting notes. Returns {query, groups:[{type, total, hits:[{id, title, subtitle, meta, href}]}]}; entity kinds the key lacks scope for come back empty.
- `social_follow` — Follow a person or company as the account (publicly visible). LinkedIn returns {requested: true}; the follow itself is not confirmed.
- `social_get_post` — Get one post: text, author, date and reaction/comment/repost counters.
- `social_inmail_balance` — Remaining LinkedIn InMail credits of the account per product: {premium, recruiter, sales_navigator}.
- `social_list_comments` — List comments on a post, or replies to one comment. Paginated: {items, cursor}.
- `social_list_invitations_received` — List invitations received by the account. Paginated: {items, cursor}.
- `social_list_invitations_sent` — List pending invitations sent by the account. Paginated: {items, cursor}.
- `social_list_posts` — List recent posts by a person or company: text, date, counters, share_url. Paginated: {items, cursor}.
- `social_list_reactions` — List reactions on a post or comment, with who reacted. Paginated: {items, cursor}.
- `social_react` — React to a post, or one of its comments, as the account (publicly visible).
- `social_relationship` — Check whether the account is connected to a person (LinkedIn only): {status: connected|not_connected|unknown, network_distance}.
- `suggest_campaign_ideas` — Propose 3-8 distinct outbound campaign ideas for an audience. Charges credits (402 if insufficient); creates nothing. Returns {data: {ideas: [{title, description, instruction, play}]}} — pass an idea
- `suggest_meeting_link_slug` — A free slug drawn from a title: the title
- `sync_accounts` — Reconcile the workspace
- `sync_campaign_audience` — Enroll members added to the campaign
- `sync_mailpool_order` — Refresh an order
- `sync_unibox` — Import message history from every connected account (or one account_id) into the Unibox. Long-running (up to ~5 min) and idempotent; returns partial:true when the time budget ran out — call again to continue. Track it with get_unibox_syn…
- `wait_for_prospect_list` — Poll a provider-built list (auto, GetLeads, Explorium, LinkedIn or Apollo) until its status becomes completed, failed, or cancelled — or the timeout elapses. Use after any *_create_list / *_add_more so the agent doesn
- `win_deal` — Mark a deal won: moves it to its pipeline
- `add_campaign_audience_prospects` — Add people directly (no list) by prospect_ids, organization_ids and/or stage_keys — at least one required. On an active/paused campaign they START THE SEQUENCE IMMEDIATELY (outreach is sent). Returns enrolled/already_enrolled/reactivated…
- `add_deal_line_item` — Add an active catalog item (offering_id) to an OPEN deal at an agreed unit_price in the deal
- `add_deal_prospect` — Link a prospect to a deal as a contact, with optional role and is_primary. Returns {data: DealContact[]} (all the deal
- `add_prospects_to_list` — Add prospects to a prospect list by their UUIDs.
- `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
- `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 for the human to approve. The draft is persisted in max-agent
- `apollo_add_more` — Append more leads to an existing Apollo list (async). Re-runs the saved search for additional results.
- `apollo_create_list` — LAST RESORT: create an Apollo-backed prospect list (async). Use only when getleads_create_list and the Explorium tools cannot serve the request, or the user explicitly asks for Apollo. People search → ingestion. Poll with wait_for_prospe…
- `approve_inbox_draft` — Approve a drafted reply and send it in-thread via Unipile, setting the action
- `archive_campaign` — Archive a campaign (soft delete) — hidden from default views but restorable.
- `archive_chat` — Archive a chat (soft delete). Messages remain, use archived=true filter to see them.
- `attach_campaign_audience_list` — Attach a prospect list as included (default) or excluded, also while running. Unless enroll_now=false, an included list
- `attach_campaign_to_intent_trigger` — Link an existing campaign to up to 20 intent triggers so a changed signal auto-launches it. Idempotent. Returns {data: {attached, requested}}; 404 if the campaign or none of the triggers are in this workspace.
- `auto_create_organization_list` — Create a saved company (organization) list from unified criteria (async). GetLeads first (company names, industries, HQ country or office locations, size, domains or LinkedIn company pages, revenue, technologies, company age); buyer inte…
- `auto_create_prospect_list` — Default way to source new people: create a prospect list from unified criteria (async). Starts on the member
- `automation_create` — Create a workflow (unique name) with a first draft version; nothing fires until automation_activate. Returns {data: WorkflowDetail}.
- `automation_deactivate` — Pause an active workflow: disarms its trigger; versions, runs and counters stay. Returns {data: WorkflowDetail}.
- `automation_save_draft` — Replace the workflow
- `automation_update` — Rename or redescribe a workflow (definition changes go through automation_save_draft). Returns {data: Workflow}.
- `book_meeting` — Create a Cal.com booking and record it as a meeting. event_type_id defaults to the connection
- `bulk_create_intent_triggers` — Create one monitor per member of a prospect_list_id (first 200) OR per organization_ids, sharing signal_type/platform/frequency/criteria/campaign_ids. Members with no URL for the platform are skipped, not fatal. Returns 201 {data: {creat…
- `bulk_import_organizations` — Import multiple organizations. Deduplicates by domain. Returns imported/existing/failed counts.
- `bulk_import_prospects` — Import multiple prospects at once. Deduplicates by email. Returns imported/existing/failed counts.
- `connect_calendar` — Connect the workspace
- `create_calendar_event` — Create an event directly on a synced Google/Outlook calendar (account_id; primary calendar unless calendar_id). Needs title and start_at (timed) or start_date (all-day); optional end_at/end_date, time_zone, body, location, attendees, rec…
- `create_campaign` — Create a new campaign in draft state. Requires name, included_lists, and accounts. Won
- `create_campaign_share_link` — PUBLISHES the campaign: enables an
- `create_deal` — Create a native Max deal. Requires name; defaults to the default pipeline
- `create_deal_pipeline` — Create a deal pipeline seeded with the default stages (max 10 per workspace). Returns {data: Pipeline}.
- `create_deal_stage` — Add a stage (column) to a deal pipeline (max 24): label, optional color, type, win_probability, position. Returns {data: Stage}.
- `create_deal_stage_rule` — Add an entry rule to a deal stage: rule_action notify, assign or enroll_campaign (enrolls the deal
- `create_icp` — Save a new ICP. Only name is required; criteria/profile can be filled later. 409 code name_taken on a duplicate name. Returns {data: Icp}.
- `create_intent_trigger` — Set up a monitor that watches for a buying signal (funding, hiring, tech_stack, news, job_change, topic, or custom): either a specific target_url, or a person/organization
- `create_linkedin_prospect_list` — Create a list filled by a people search run on a connected LinkedIn account (classic or Sales Navigator). No credits; no emails/phones returned. Async: returns the pending list — poll wait_for_prospect_list.
- `create_meeting_link` — Publish a new booking page. Only title and time_zone (the host
- `create_organization` — Create a new organization/company record.
- `create_organization_share_link` — PUBLISHES the organization: enables an
- `create_people_share_link` — PUBLISHES the workspace
- `create_prospect` — Create a single prospect. Deduplicates by email — returns existing row if email already exists.
- `create_prospect_intelligence_watchers` — Ask Claire to propose recurring research watchers for a prospect and create up to 4 (as claire profile hooks, deduped against existing). Runs a Claire search (~2 min); later hook runs charge credits. 409 if a run is already in progress.
- `create_prospect_list` — Create an empty platform prospect list. To source NEW leads into a list use auto_create_prospect_list (GetLeads → Explorium), or pin a provider in this order: getleads_create_list, then explorium_create_list, then apollo_create_list as a…
- `create_prospect_list_share_link` — PUBLISHES the list publicly: anyone with the link (/share/{token}) can view its prospects (contact details masked). Creates or re-enables the same token. List owner or admin only. Also the way to copy a list into ANOTHER Max workspace: t…
- `create_prospect_profile_hook` — Create a recurring watcher on a prospect (scrapecreators social posts, fullenrich contact refresh, or claire research). Each scheduled run may charge credits. Results land in list_prospect_profile_activities.
- `create_prospect_share_link` — PUBLISHES the prospect publicly: anyone with the link (/share/{token}) can view it (contact details masked). Creates or re-enables the same token. Owner or admin only.
- `create_sales_catalog_field` — Define a custom catalog field (max 50): key, label, type text|number|boolean|date|select, kind product|service|both, options (required for select only). Returns {data: Field}.
- `create_sales_catalog_item` — Create a catalog product/service: name, kind; optional description, status draft|active|archived (default draft; only active can go on deals), unit_price+currency (both or neither), unit_label, attributes. Returns {data: Offering}.
- `create_saved_view` — Save a named view (filters, sorting, columns, page size) on a list surface; appended as the last tab. 409 code name_taken on a duplicate name. Returns {data: SavedView}.
- `create_schedule_preset` — Save a scheduling_config under a name so later campaigns can reuse it. Names are unique per workspace. Set is_default to pre-fill it on new campaigns. Applying a preset copies it — later edits never retime a running campaign.
- `crm_assign_prospects` — Assign prospects to HubSpot owners using agent_settings.assignment_rules (or assignment_rules_override). First matching rule wins; no match → owner_id null, reason
- `crm_export_import_csv` — Build a HubSpot-import CSV (base64-encoded) from prospects. When dedup_against_hubspot (default true), drops prospects whose email already exists in HubSpot (concurrency <=5). Columns: Email, First Name, Last Name, Job Title, Company, Co…
- `crm_upsert_company` — Create-or-update a company in the connected CRM, matched by domain — never creates a duplicate. Requires a read + write HubSpot connection.
- `crm_upsert_contact` — Create-or-update a contact in the connected CRM, matched by email — never creates a duplicate. Use when the user asks to add or update a contact in HubSpot. Requires a read + write HubSpot connection.
- `disable_trigger` — Disable an intent trigger (sets active=false) so it stops re-polling. Returns the updated {data: IntentTrigger}, or a 404 error if the trigger is not in this workspace.
- `disconnect_account` — Disconnect a LinkedIn or email account from the workspace. Use hosted_auth_link to reconnect.
- `disconnect_synced_calendar_account` — Disconnect a synced Google/Outlook calendar account by account_id (any member
- `duplicate_campaign` — Copy a campaign into a new draft (workflow, scheduling, exclusions, lists, accounts). Run history, enrolled people and sharing are not copied. Returns { campaign }.
- `explorium_add_more` — Append more leads to an existing Explorium list (async). Re-runs the saved search for additional results. Poll the list (or use wait_for_prospect_list) for progress.
- `explorium_create_company_list` — Create an Explorium-backed company (organization) list (async). Prefer auto_create_organization_list, which runs GetLeads first (revenue, company age and technologies included) and routes intent, website keywords and number of locations …
- `explorium_create_list` — SECOND CHOICE after getleads_create_list: create an Explorium-backed prospect (people) list (async). Use for what only Explorium filters on (buyer intent, website keywords, enrichments) or when GetLeads returned nothing; GetLeads handles…
- `fill_icp` — Fill an ICP
- `generate_icp` — Draft an ICP with Max from a free-text brief (or refine icp_id). CHARGES workspace credits; slow (up to ~90s). Returns an UNSAVED {data: {draft, model, truncated}} — save it with create_icp/update_icp and source=
- `generate_workspace_intel` — Have Max scan the workspace
- `getleads_add_more` — Append more contacts to a COMPLETED GetLeads list (async), re-running its saved filters from the next offset. Charges credits per contact returned. Poll with wait_for_prospect_list.
- `getleads_create_list` — FIRST CHOICE for sourcing new people: create a GetLeads-backed prospect list (async). Needs at least one targeting filter (job_titles, seniority, job_functions, a location, industries, domains, company_linkedin_urls, technologies or head…
- `import_prospect_list_csv` — Create a new prospect list and import prospects in one call. Each row needs an email (for dedup).
- `modify_proposal` — Adjust a pending proposal WITHOUT launching it: pass modifications (titles, target_prospect_ids, campaign_name, campaign_description) to re-select prospects and regenerate the campaign workflow. The proposal stays pending so it can be re…
- `move_deal` — Move a deal to stage_id (any pipeline). Runs the target stage
- `notion_append_blocks` — Append an array of Notion block JSON objects to an existing page (chunked into ≤100-block requests). Requires agent_settings.allow_notion_writes (default true). Returns { appended }.
- `notion_create_page` — Create a new Notion page under a parent page, with an optional body of Notion block JSON. Requires agent_settings.allow_notion_writes (default true). Returns { id, url }.
- `notion_publish_weekly_brief` — Render a crm_weekly_brief_compose output as a DRAFT Notion page (H1 title + H2 section per part) under the workspace
- `pipeline_create_campaign_route` — Route a campaign outcome (contacted/replied/bounced/opted_out) into a column: prospects are moved there automatically when it happens. One route per campaign+outcome (409 if taken). Returns {data: CampaignRoute}.
- `pipeline_create_canvas_draft` — Start a change set based on current Production (empty, or duplicate_from another); add operations with pipeline_update_canvas_draft. Returns {data: ChangeSet} incl. revision and definition.base.
- `pipeline_create_link` — Link two pipelines, or two columns (both stage ids) as a handoff; auto_move=true moves every prospect entering from_stage into to_stage. Returns {data: Link}.
- `pipeline_create_pipeline` — Create a pipeline (max 12 per workspace); starter columns are seeded unless seed_stages=false. Returns {data: Pipeline}.
- `pipeline_create_stage` — Add a column to a pipeline (workspace default when pipeline_id omitted; max 24 per pipeline). Returns {data: Stage}.
- `pipeline_create_stage_rule` — Add an on-enter rule to a column: every prospect entering it gets rule_action (enroll in campaign, notify, assign, create deal, move, set field) — fires for real prospects once enabled. Cross-workspace move_stage needs a signed-in user, …
- `pipeline_publish_canvas_draft` — Atomically apply a
- `pipeline_rebase_canvas_draft` — Re-base a drifted change set onto current Production (new base fingerprint); review and mark ready again before publishing. Returns {data: ChangeSet}.
- `pipeline_reorder_stages` — Set a new left-to-right column order. Returns {data: Stage[]} (every column).
- `pipeline_rollback_canvas_publication` — Create a NEW draft change set that reverts a publication (422 if Production changed since). Nothing goes live until it is marked ready and published. Returns {data: ChangeSet}.
- `pipeline_set_placement` — Save where a campaign / webhook / deal-pipeline node sits on the journey canvas (upsert by kind + ref_id). Layout only. Returns {data: Placement}.
- `pipeline_update_campaign_route` — Point a campaign route at another column, or arm/disarm it. Returns {data: CampaignRoute}.
- `pipeline_update_canvas_draft` — Save a change set
- `pipeline_update_link` — Relabel, re-point, pin/unpin columns or arm/disarm auto_move on a pipeline link. Returns {data: Link}.
- `pipeline_update_pipeline` — Rename, recolor, reorder or archive a pipeline, make it the default (is_default=true), or set its canvas position. Returns {data: Pipeline}.
- `pipeline_update_stage` — Rename, recolor, retype, move or archive a column. Returns {data: Stage}.
- `pipeline_update_stage_rule` — Change a stage rule
- `pipeline_webhook_create` — Create an inbound webhook endpoint that turns posted JSON into prospects. Pass to_stage_id to seed a catch-all branch into that column (otherwise add branches with pipeline_webhook_route_create). Returns {data} with endpoint_url, plus
- `pipeline_webhook_route_create` — Add a branch sending payloads that match filter (omit = catch-all) from webhook_id into column to_stage_id. Returns {data: Route}; 409 if the endpoint already routes into that column.
- `pipeline_webhook_route_reorder` — Set the evaluation order of one endpoint
- `pipeline_webhook_route_update` — Partially update a branch: to_stage_id, label, filter (replaced whole), position, is_enabled. Returns {data: Route}.
- `pipeline_webhook_update` — Partially update an endpoint (name, auth, field_mapping, routing/dedupe mode, rate limit, is_enabled). Changing auth_mode to hmac/token issues new material (the old stops working) returned as
- `reject_inbox_draft` — Reject a drafted reply so it will not be sent, setting the action
- `reject_proposal` — Reject a pending proposal so it will not be launched. Returns the updated {data: SignalProposal (status
- `restore_campaign` — Restore an archived campaign back to draft status.
- `resume_campaign` — Resume a paused campaign — transitions paused → active.
- `send_booking_link` — Compose the rep
- `send_chat_message` — Send a manual reply in an existing Unibox chat. Channel (email/LinkedIn) is inferred from the chat.
- `send_new_email` — Compose and send a brand-new email to any recipient, outside any chat or campaign. Sends from the workspace
- `set_campaign_step_attachments` — Choose which library files one step sends with its message (send_email, send_linkedin_message or send_whatsapp_message; not InMail or connection requests). Replaces the step
- `set_channel_sync_rules` — Replace an account
- `set_inbox_autopilot` — Set the workspace
- `social_comment` — Publish a comment on a post, or a reply to one of its comments, as the account (public). Returns {comment_id}.
- `social_handle_invitation` — Accept or decline an invitation received by the account. Returns {status: ACCEPTED|DECLINED}.
- `social_invite` — Send a connection invitation (LinkedIn) or follow request (Instagram) as the given account — goes out to the person. Returns {invitation_id}.
- `social_send_inmail` — Send a LinkedIn InMail as the account — sends a message and spends one InMail credit of the chosen product (see social_inmail_balance). Returns {chat_id, message_id}; nulls mean accepted but delivery unconfirmed.
- `suggest_chat_replies` — Generate up to 3 ready-to-send reply drafts for a Unibox chat (nothing is sent). Charges 1 automation credit per call (402 when the balance is short). Returns {suggestions: [{label, intent, deal_target, rationale, text}], usedProspectCard}.
- `unlink_icp` — Remove one ICP link by link_id (the record itself is untouched). Returns {data: {id}}.
- `update_account` — Update account sender name, timezone, working hours, and email signature.
- `update_account_rate_limit` — Update daily or weekly sending cap for a specific rate-limit row.
- `update_calendar_event` — Patch an event on a synced Google/Outlook calendar by event_id + account_id; omitted fields are left unchanged. The provider may notify attendees. Returns {data: provider event}; 409 conflict if it was edited elsewhere, 401 reauth_requir…
- `update_campaign` — Partial update of a campaign — name, description, workflow, lists, accounts, scheduling. Name and description can be changed at any status (including launched campaigns); all other fields require the campaign to be in
- `update_campaign_ab_test` — Apply one live traffic control to an email step
- `update_campaign_memory` — Record/update Max
- `update_chat` — Update chat metadata — title, read state, archived status, prospect link.
- `update_data_supplier` — Enable/disable a connected data supplier or replace its saved default search config. 404 if the provider is not connected. Returns {data: DataSupplier}.
- `update_deal` — Partially update a deal (name, amount, currency, close_date, probability, owner_id, organization_id, description, custom_fields, lost_reason). Change stage with move_deal / win_deal / lose_deal. Returns {data: Deal}.
- `update_deal_pipeline` — Rename, reposition, make default, or archive/restore a deal pipeline. Returns {data: Pipeline}.
- `update_deal_stage` — Update a deal stage
- `update_deal_stage_rule` — Update a deal stage rule
- `update_icp` — Patch an ICP: rename, archive, make default, or replace its criteria/profile. Omitted fields are untouched, but a sent criteria or profile object replaces that whole half. Returns {data: Icp}.
- `update_meeting_attendance` — Mark (absent: true) or clear (absent: false) a guest
- `update_meeting_link` — Change any subset of a booking page
- `update_organization` — Update an organization
- `update_prospect` — Update a prospect
- `update_prospect_list` — Update a prospect list (only list_name and status are editable).
- `update_prospect_profile_hook` — Update a profile hook
- `update_sales_catalog_item` — REPLACE a catalog item: omitted optional fields reset to defaults, so send the full record plus expected_updated_at (its current updated_at; 409 if it changed). Returns {data: Offering}.
- `update_saved_view` — Rename, reconfigure, reorder, share/unshare or make default a saved view. Only the view
- `update_schedule_preset` — Rename a saved schedule, replace its scheduling_config, or make it the workspace default. At least one field beyond the id is required.
- `update_warmup` — Change a warm-up
- `update_workspace_profile` — Create or update workspace profile settings for the authenticated workspace via DigitalCrew API (PUT upsert). Uses the MCP connection Authorization: Bearer token when set.
- `upload_campaign_attachment` — Add a file (a PDF guide, one-pager, screenshot or short video) to the workspace

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## 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`

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