Docs

MCP tools

Every tool the server at https://api.closefinch.com/mcp offers, with what it's for. Each has its own page with an example call. Read-only tools change nothing; the others say what they change.

Tool	What it's for	Changes data
`ra_account_state`	Get an account's state: memory, each agent's decisions with evidence, and the next best action.	No
`ra_activities_create`	Log a call, meeting or note against records (it joins their timelines).	Yes
`ra_activities_get`	Read one email, meeting, call or note in full.	No
`ra_activities_list`	Find emails, meetings, calls and notes, for one record or a time range.	No
`ra_agents_add_trigger`	Add a trigger to an agent: a schedule (cron), an event or a webhook.	Yes
`ra_agents_create`	Create an agent as a draft, from a template or a spec. Nothing runs until it's published (ra_agents_publish).	Yes
`ra_agents_draft_from_goal`	Draft an agent from a goal in plain language (a draft to review, not a live agent).	Yes
`ra_agents_get`	Read one agent: its job, steps, triggers, permissions and version.	No
`ra_agents_list`	List the organization's agents and what each one does.	No
`ra_agents_publish`	Publish an agent's draft as its new live version.	Yes
`ra_agents_test_run`	Test-run an agent's draft once, as a dry run (nothing is sent or changed).	Yes
`ra_agents_triggers`	List what starts an agent: schedules, events and webhooks.	No
`ra_agents_update`	Edit an agent's draft (the live version keeps running until you publish).	Yes
`ra_api`	Call any Closefinch REST route (the spec is /v1/openapi.json) with your credentials. DELETE and merges need confirm: true.	Yes (asks for confirm)
`ra_approvals_get`	Read one item waiting for approval: what would happen, why, and its evidence.	No
`ra_approvals_list`	List what's waiting for a person's approval. Deciding happens in the app or Slack, never here.	No
`ra_ask`	Answer a question about your CRM in plain language, with the records it used as sources.	Yes
`ra_billing_upgrade_link`	Suggest a paid plan to the organization's owners: get a link for an owner to review and pay. Nothing is bought here.	Yes
`ra_canvases_get`	Read a canvas (a table or document a person or agent wrote).	No
`ra_conversations_ask`	Ask a follow-up question in an existing assistant conversation.	Yes
`ra_conversations_get`	Read one assistant conversation with its messages and sources.	No
`ra_conversations_list`	List your conversations with the assistant (questions asked in the app).	No
`ra_cpq_catalog`	List the product catalog: products, prices and pricing rules for quotes.	No
`ra_evals_add`	Add an eval case to an agent: an input and what a good result looks like.	Yes
`ra_evals_list`	List an agent's eval cases (its regression tests).	No
`ra_evals_run`	Run an agent's eval suite as dry runs on its draft or live version and score them.	Yes
`ra_graph_neighborhood`	Map who's connected to a record: people, companies and deals around it, and how recently they talked.	No
`ra_home`	Get today's summary: deals that need attention, meetings, waiting approvals and what agents did.	No
`ra_hygiene_issues`	Find data problems: duplicates, missing fields and stale records, with suggested fixes.	No
`ra_kb_get`	Read one knowledge base section in full.	No
`ra_kb_list`	Read the company's knowledge base: positioning, products, proof points, voice, ICP and playbooks.	No
`ra_knowledge_search`	Search the company's documents (help center, decks, policies) and get passages with links.	No
`ra_list_records`	Read the records in a saved list.	No
`ra_lists_list`	Find saved lists of records (segments), by object type.	No
`ra_memory_list`	Read what agents remember about a record (facts with their sources).	No
`ra_pipelines_list`	List the deal pipelines and their stages, with each stage's probability.	No
`ra_projects_get`	Read one project with its steps, owners and dates.	No
`ra_projects_list`	List projects (mutual action plans, onboarding plans).	No
`ra_propose`	Do something the way an agent would: reads now, sends and changes to existing records wait for a person's approval.	Yes
`ra_questionnaire_analytics`	Measure questionnaire workload: volume, time to answer and who answers.	No
`ra_questionnaire_answer`	Answer a buyer's security or RFP questions from approved sources, each answer with citations.	Yes
`ra_quotes_create`	Draft a quote on a deal from catalog products. Discounts beyond the rules wait for approval.	Yes
`ra_quotes_get`	Read a quote with each line and number's evidence (catalog price, rule, discount).	No
`ra_quotes_intel`	Compare prices: what similar deals paid, discounts given and win rates by price.	No
`ra_quotes_list`	Find quotes, for a deal, an owner or a status.	No
`ra_quotes_pipeline`	Find open quotes to chase next: oldest, biggest or about to expire.	No
`ra_records_archive`	Archive a record (it can be restored in the app). Needs confirm: true.	Yes (asks for confirm)
`ra_records_create`	Create an account, contact, deal, lead or task. Check the fields with ra_records_schema first.	Yes
`ra_records_get`	Read one account, contact, deal, lead or task with all its fields.	No
`ra_records_history`	See who changed a record's fields, when, and from what (people, agents, sync).	No
`ra_records_list`	Find accounts, contacts, deals, leads or tasks: filter by name (q), owner or any field (filter[field]=value), newest first.	No
`ra_records_schema`	List the fields an object has (built-in and custom), with their types and allowed values.	No
`ra_records_timeline`	Read a record's timeline: emails, meetings, calls and notes, newest first, each with its source.	No
`ra_records_update`	Change fields on a record; pass version to avoid overwriting someone else's edit.	Yes
`ra_runs_cancel`	Cancel a running agent run.	Yes
`ra_runs_get`	Read an agent run's trace: each step, its tool calls, cost and anything waiting for approval.	No
`ra_runs_list`	List agent runs, newest first, by agent or status.	No
`ra_runs_start`	Start an agent run now (dry_run: true to see what it would do without doing it).	Yes
`ra_telemetry`	Measure how agents are doing: runs, success rate, cost, approvals and time saved, by agent.	No
`ra_templates_list`	Browse agent templates (built-in and your team's) to start an agent from.	No
`ra_tools_list`	List the platform tools agents can use (for ra_propose), with what each reads or changes.	No
`ra_whoami`	Check who you're signed in as: your organization, role and scopes. Call it first to see what you may do.	No

Connecting a client: quickstarts. What runs at once and what waits for a person: approvals and policy.