> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salescaptain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Available Tools

> Full reference of every tool the SalesCaptain MCP server exposes, grouped by resource.

The SalesCaptain MCP server exposes tools across the same resources as the [API reference](/API-reference/API-documentation/Introduction)  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`                    |

## Tags

| 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` |