SalesCaptain Documentation

The SalesCaptain MCP server exposes tools across the same resources as the API reference Companies, Accounts, Conversations, Contacts, Messages, Tags, Templates, Custom Fields, and Analytics — plus account and pipeline management.

Note: Tool names and parameters below are a starting template. Confirm the exact names, parameters, and return shapes with whoever owns the MCP server implementation before publishing.

Companies

Tool	Description	Key parameters
`list_companies`	List companies on your account, with search and pagination	`search`, `limit`, `page`
`get_company`	Fetch a single company by ID	`company_id`

Accounts

Tool	Description	Key parameters
`get_account_settings`	Fetch current business and account configuration	—
`list_team_members`	List users on your account and their roles	`role`, `limit`

Conversations

Tool	Description	Key parameters
`list_conversations`	List inbox conversations, filterable by channel or status	`channel`, `status`, `limit`
`get_conversation`	Fetch full message history for a conversation	`conversation_id`

Conversation Profiles

Tool	Description	Key parameters
`list_conversation_profiles`	List configured conversation profiles (routing/assignment rules)	`limit`
`get_conversation_profile`	Fetch a single conversation profile by ID	`profile_id`

Contacts

Tool	Description	Key parameters
`list_contacts`	List contacts, with search, tag, and stage filtering	`search`, `tags`, `stage`, `limit`
`get_contact`	Fetch a single contact’s full record by ID	`contact_id`
`create_contact`	Add a new contact with name, details, tags, and custom fields	`name`, `email`, `phone`, `tags`
`update_contact`	Update an existing contact’s details, tags, or stage	`contact_id`, fields to update
`delete_contact`	Remove a contact from your account	`contact_id`

Messages

Tool	Description	Key parameters
`send_message`	Send an email, text, or social message to a contact	`contact_id`, `channel`, `body`
`get_message`	Fetch a single message by ID	`message_id`

Tool	Description	Key parameters
`list_tags`	List all tags available on your account	—
`create_tag`	Create a new tag	`name`, `color`

Templates

Tool	Description	Key parameters
`list_templates`	List message/email templates	`channel`
`get_template`	Fetch a single template by ID	`template_id`

Custom Fields

Tool	Description	Key parameters
`list_custom_fields`	List custom fields configured on contacts or companies	`object_type`

Analytics

Tool	Description	Key parameters
`fetch_call_analytics`	Fetch call analytics for a company over a date range	`company_id`, `start_date`, `end_date`

Call Flows

Tool	Description	Key parameters
`list_call_flows`	List configured call flows and IVR menus	`limit`
`get_call_flow`	Fetch a single call flow’s configuration	`flow_id`
`get_call_logs`	Retrieve call history and recordings for a date range	`start_date`, `end_date`

Stages & Pipeline

Tool	Description	Key parameters
`list_stages`	List pipeline stages and the contacts in each	—
`move_contact_stage`	Move a contact to a different stage	`contact_id`, `stage_id`

Website Tools

Tool	Description	Key parameters
`list_web_leads`	List leads captured through your website or webchat widget	`limit`, `date_range`
`get_webchat_config`	Fetch your webchat widget’s current configuration	—

Payments

Tool	Description	Key parameters
`list_invoices`	List invoices with filtering by status and date	`status`, `start_date`, `end_date`
`create_invoice`	Create and send a new invoice to a contact	`contact_id`, `amount`, `due_date`
`get_payment_status`	Check the payment status of an invoice	`invoice_id`

Reviews

Tool	Description	Key parameters
`list_reviews`	List reviews collected across connected platforms	`platform`, `responded`
`respond_to_review`	Post a response to a review	`review_id`, `response`

MCP

Tools

MCP Examples

Available Tools

Companies

Accounts

Conversations

Conversation Profiles

Contacts

Messages

Tags

Templates

Custom Fields

Analytics

Call Flows

Stages & Pipeline

Website Tools

Payments

Reviews

​Companies

​Accounts

​Conversations

​Conversation Profiles

​Contacts

​Messages

​Tags

​Templates

​Custom Fields

​Analytics

​Call Flows

​Stages & Pipeline

​Website Tools

​Payments

​Reviews

Companies

Accounts

Conversations

Conversation Profiles

Contacts

Messages

Tags

Templates

Custom Fields

Analytics

Call Flows

Stages & Pipeline

Website Tools

Payments

Reviews