MCP Tool Reference

A guide to Quivly MCP tools for customer research, project work, product discovery, and approved actions.

Use this guide after you connect to the Quivly MCP server. Availability depends on the client’s granted permissions, your role, and connected integrations. The live tool catalog is the source of truth for exact inputs and supported operations.

Start here

Tool	What it returns
get_account_context	A full 360° briefing on one customer: profile, MRR, health score and trend, open pipeline, usage, market signals, top calls, recent tickets, notebooks, firmographics, custom fields
get_company_brain_context	Available company or customer Brain knowledge with source context
search_customers	Find customers by name or domain — name, domain, segment, MRR, health risk
list_contacts	Contacts for one customer — name, title, email, role

Health

Tool	What it returns
get_health_score	Latest health score, risk level, and contributing factors
analyze_health_trends	Health score time series with trend direction
search_insights	Market signals and competitive intel for a customer, filterable by relevance and sentiment

Revenue & usage

Tool	What it returns
get_revenue	Subscriptions, recent invoices, MRR, total paid, outstanding balance
list_usage	Product usage time series by metric, granularity, and lookback
list_contracts	Contracts synced from the CRM (MSAs, order forms, renewals)
get_billing_customer	Live billing record from the connected billing provider
get_billing_subscription	Live subscription detail — line items, trial status, next invoice date

Cross-customer search

Tool	What it returns
search_calls	Call recordings by title, customer, or date range
search_opportunities	Pipeline deals by customer, stage, amount, close date
search_tickets	Support tickets by customer, status, priority, or text
search_conversations	AI-enriched Slack and email threads — summary, sentiment, action items, key quotes

Calls

Tool	What it returns
get_call_summary	AI summary of one call — overview, key points, action items, topics
get_call_transcript	Full raw transcript (up to 50,000 characters)

Notes, notebooks & skills

Tool	What it returns
search_notebooks	Find notebooks by title or content
get_notebook	One notebook’s full content as text
list_skills / get_skill	Your org’s skills and their instructions
create_notebook	(write) Generate a customer notebook, optionally using a Skill; confirmation and permission behavior depend on the client, as explained in the MCP guide
get_notebook_status	Poll a generation: running, ready (with link), or failed

Projects & reference data

Project reads include templates, projects, tasks, forms and submissions, comments, files, and activity. The projects, tasks, and milestones domain tools expose supported operations; request their schema action before constructing inputs. Their write operations require projects:write and a separate confirmation form. Standalone read tools remain available.

Tool	What it returns
list_projects	Projects, optionally by customer or status
list_products	Your product catalog
list_external_users	People from connected systems — CSM owners, support agents

Product discovery and proposed actions

Tool	How to use it
list_product_operations	Discover supported creation, update, publication, lifecycle, and run operations; request an operation’s schema before using it
read_product_operation	Inspect a discovered read-only product operation, such as configuration, versions, templates, or run status
list_write_actions	Discover exact action IDs and input schemas
plan_agent	Plan an Agent from a description; answer clarification questions before proceeding
propose_internal_action	Prepare a supported Quivly change for review
propose_action	Prepare an action in a connected app for review
list_actions / get_action	Inspect account Actions and available approval details
get_approval_status	Check an approval-gated request’s execution status

Named shortcuts also cover supported customer, record, segment, and Skill-draft changes. Proposals require actions:write and return a Quivly review link; they do not apply the target change themselves. The user reviews and approves in Quivly. Other write tools can use a client confirmation form with their matching write scope.

An approved operation can still be running or fail. Read the result or status before reporting success. Creating an Agent draft does not publish or activate it. See review and execution for permissions and the notebook-generation exception.

Aggregation & comparison

Tool	What it returns
compare_customers	2–5 customers side by side — MRR, health, usage, tickets, opportunities
aggregate_metrics	Count, sum, average, min, max of a metric across customers, optionally grouped
list_top_customers_by_metric	Top or bottom N customers by a metric

Live connected apps

Available when the corresponding integration is connected:

Tool	What it does
search_slack_messages	Search Slack workspace messages
get_slack_channel_history	Recent messages from a channel
slack_list_channels / slack_list_users	Channels and workspace members
get_slack_thread_replies	Replies in a thread
get_salesforce_record / search_salesforce_records / list_salesforce_records	Live Salesforce record lookup, read-only SOQL search, and recent-record listing
get_hubspot_record / search_hubspot_records / list_hubspot_records	Live HubSpot record lookup, search, and recent-record listing

Salesforce and HubSpot queries return up to 50 rows per call.