# 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`](https://www.closefinch.com/docs/mcp/tools/ra_account_state) | Get an account's state: memory, each agent's decisions with evidence, and the next best action. | No |
| [`ra_activities_create`](https://www.closefinch.com/docs/mcp/tools/ra_activities_create) | Log a call, meeting or note against records (it joins their timelines). | Yes |
| [`ra_activities_get`](https://www.closefinch.com/docs/mcp/tools/ra_activities_get) | Read one email, meeting, call or note in full. | No |
| [`ra_activities_list`](https://www.closefinch.com/docs/mcp/tools/ra_activities_list) | Find emails, meetings, calls and notes, for one record or a time range. | No |
| [`ra_agents_add_trigger`](https://www.closefinch.com/docs/mcp/tools/ra_agents_add_trigger) | Add a trigger to an agent: a schedule (cron), an event or a webhook. | Yes |
| [`ra_agents_create`](https://www.closefinch.com/docs/mcp/tools/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`](https://www.closefinch.com/docs/mcp/tools/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`](https://www.closefinch.com/docs/mcp/tools/ra_agents_get) | Read one agent: its job, steps, triggers, permissions and version. | No |
| [`ra_agents_list`](https://www.closefinch.com/docs/mcp/tools/ra_agents_list) | List the organization's agents and what each one does. | No |
| [`ra_agents_publish`](https://www.closefinch.com/docs/mcp/tools/ra_agents_publish) | Publish an agent's draft as its new live version. | Yes |
| [`ra_agents_test_run`](https://www.closefinch.com/docs/mcp/tools/ra_agents_test_run) | Test-run an agent's draft once, as a dry run (nothing is sent or changed). | Yes |
| [`ra_agents_triggers`](https://www.closefinch.com/docs/mcp/tools/ra_agents_triggers) | List what starts an agent: schedules, events and webhooks. | No |
| [`ra_agents_update`](https://www.closefinch.com/docs/mcp/tools/ra_agents_update) | Edit an agent's draft (the live version keeps running until you publish). | Yes |
| [`ra_api`](https://www.closefinch.com/docs/mcp/tools/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`](https://www.closefinch.com/docs/mcp/tools/ra_approvals_get) | Read one item waiting for approval: what would happen, why, and its evidence. | No |
| [`ra_approvals_list`](https://www.closefinch.com/docs/mcp/tools/ra_approvals_list) | List what's waiting for a person's approval. Deciding happens in the app or Slack, never here. | No |
| [`ra_ask`](https://www.closefinch.com/docs/mcp/tools/ra_ask) | Answer a question about your CRM in plain language, with the records it used as sources. | Yes |
| [`ra_billing_upgrade_link`](https://www.closefinch.com/docs/mcp/tools/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`](https://www.closefinch.com/docs/mcp/tools/ra_canvases_get) | Read a canvas (a table or document a person or agent wrote). | No |
| [`ra_conversations_ask`](https://www.closefinch.com/docs/mcp/tools/ra_conversations_ask) | Ask a follow-up question in an existing assistant conversation. | Yes |
| [`ra_conversations_get`](https://www.closefinch.com/docs/mcp/tools/ra_conversations_get) | Read one assistant conversation with its messages and sources. | No |
| [`ra_conversations_list`](https://www.closefinch.com/docs/mcp/tools/ra_conversations_list) | List your conversations with the assistant (questions asked in the app). | No |
| [`ra_cpq_catalog`](https://www.closefinch.com/docs/mcp/tools/ra_cpq_catalog) | List the product catalog: products, prices and pricing rules for quotes. | No |
| [`ra_evals_add`](https://www.closefinch.com/docs/mcp/tools/ra_evals_add) | Add an eval case to an agent: an input and what a good result looks like. | Yes |
| [`ra_evals_list`](https://www.closefinch.com/docs/mcp/tools/ra_evals_list) | List an agent's eval cases (its regression tests). | No |
| [`ra_evals_run`](https://www.closefinch.com/docs/mcp/tools/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`](https://www.closefinch.com/docs/mcp/tools/ra_graph_neighborhood) | Map who's connected to a record: people, companies and deals around it, and how recently they talked. | No |
| [`ra_home`](https://www.closefinch.com/docs/mcp/tools/ra_home) | Get today's summary: deals that need attention, meetings, waiting approvals and what agents did. | No |
| [`ra_hygiene_issues`](https://www.closefinch.com/docs/mcp/tools/ra_hygiene_issues) | Find data problems: duplicates, missing fields and stale records, with suggested fixes. | No |
| [`ra_kb_get`](https://www.closefinch.com/docs/mcp/tools/ra_kb_get) | Read one knowledge base section in full. | No |
| [`ra_kb_list`](https://www.closefinch.com/docs/mcp/tools/ra_kb_list) | Read the company's knowledge base: positioning, products, proof points, voice, ICP and playbooks. | No |
| [`ra_knowledge_search`](https://www.closefinch.com/docs/mcp/tools/ra_knowledge_search) | Search the company's documents (help center, decks, policies) and get passages with links. | No |
| [`ra_list_records`](https://www.closefinch.com/docs/mcp/tools/ra_list_records) | Read the records in a saved list. | No |
| [`ra_lists_list`](https://www.closefinch.com/docs/mcp/tools/ra_lists_list) | Find saved lists of records (segments), by object type. | No |
| [`ra_memory_list`](https://www.closefinch.com/docs/mcp/tools/ra_memory_list) | Read what agents remember about a record (facts with their sources). | No |
| [`ra_pipelines_list`](https://www.closefinch.com/docs/mcp/tools/ra_pipelines_list) | List the deal pipelines and their stages, with each stage's probability. | No |
| [`ra_projects_get`](https://www.closefinch.com/docs/mcp/tools/ra_projects_get) | Read one project with its steps, owners and dates. | No |
| [`ra_projects_list`](https://www.closefinch.com/docs/mcp/tools/ra_projects_list) | List projects (mutual action plans, onboarding plans). | No |
| [`ra_propose`](https://www.closefinch.com/docs/mcp/tools/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`](https://www.closefinch.com/docs/mcp/tools/ra_questionnaire_analytics) | Measure questionnaire workload: volume, time to answer and who answers. | No |
| [`ra_questionnaire_answer`](https://www.closefinch.com/docs/mcp/tools/ra_questionnaire_answer) | Answer a buyer's security or RFP questions from approved sources, each answer with citations. | Yes |
| [`ra_quotes_create`](https://www.closefinch.com/docs/mcp/tools/ra_quotes_create) | Draft a quote on a deal from catalog products. Discounts beyond the rules wait for approval. | Yes |
| [`ra_quotes_get`](https://www.closefinch.com/docs/mcp/tools/ra_quotes_get) | Read a quote with each line and number's evidence (catalog price, rule, discount). | No |
| [`ra_quotes_intel`](https://www.closefinch.com/docs/mcp/tools/ra_quotes_intel) | Compare prices: what similar deals paid, discounts given and win rates by price. | No |
| [`ra_quotes_list`](https://www.closefinch.com/docs/mcp/tools/ra_quotes_list) | Find quotes, for a deal, an owner or a status. | No |
| [`ra_quotes_pipeline`](https://www.closefinch.com/docs/mcp/tools/ra_quotes_pipeline) | Find open quotes to chase next: oldest, biggest or about to expire. | No |
| [`ra_records_archive`](https://www.closefinch.com/docs/mcp/tools/ra_records_archive) | Archive a record (it can be restored in the app). Needs confirm: true. | Yes (asks for confirm) |
| [`ra_records_create`](https://www.closefinch.com/docs/mcp/tools/ra_records_create) | Create an account, contact, deal, lead or task. Check the fields with ra_records_schema first. | Yes |
| [`ra_records_get`](https://www.closefinch.com/docs/mcp/tools/ra_records_get) | Read one account, contact, deal, lead or task with all its fields. | No |
| [`ra_records_history`](https://www.closefinch.com/docs/mcp/tools/ra_records_history) | See who changed a record's fields, when, and from what (people, agents, sync). | No |
| [`ra_records_list`](https://www.closefinch.com/docs/mcp/tools/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`](https://www.closefinch.com/docs/mcp/tools/ra_records_schema) | List the fields an object has (built-in and custom), with their types and allowed values. | No |
| [`ra_records_timeline`](https://www.closefinch.com/docs/mcp/tools/ra_records_timeline) | Read a record's timeline: emails, meetings, calls and notes, newest first, each with its source. | No |
| [`ra_records_update`](https://www.closefinch.com/docs/mcp/tools/ra_records_update) | Change fields on a record; pass version to avoid overwriting someone else's edit. | Yes |
| [`ra_runs_cancel`](https://www.closefinch.com/docs/mcp/tools/ra_runs_cancel) | Cancel a running agent run. | Yes |
| [`ra_runs_get`](https://www.closefinch.com/docs/mcp/tools/ra_runs_get) | Read an agent run's trace: each step, its tool calls, cost and anything waiting for approval. | No |
| [`ra_runs_list`](https://www.closefinch.com/docs/mcp/tools/ra_runs_list) | List agent runs, newest first, by agent or status. | No |
| [`ra_runs_start`](https://www.closefinch.com/docs/mcp/tools/ra_runs_start) | Start an agent run now (dry_run: true to see what it would do without doing it). | Yes |
| [`ra_telemetry`](https://www.closefinch.com/docs/mcp/tools/ra_telemetry) | Measure how agents are doing: runs, success rate, cost, approvals and time saved, by agent. | No |
| [`ra_templates_list`](https://www.closefinch.com/docs/mcp/tools/ra_templates_list) | Browse agent templates (built-in and your team's) to start an agent from. | No |
| [`ra_tools_list`](https://www.closefinch.com/docs/mcp/tools/ra_tools_list) | List the platform tools agents can use (for ra_propose), with what each reads or changes. | No |
| [`ra_whoami`](https://www.closefinch.com/docs/mcp/tools/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](https://www.closefinch.com/docs/quickstart). What runs at once and what waits for a person:
[approvals and policy](https://www.closefinch.com/docs/approvals).