Meta Council

Add a single lead to the authenticated user's outreach book. Returns the new lead id. Provenance is stamped source="agent" server-side. Does not send any email. Requires authentication.

Advance a workflow past a human checkpoint — approve or reject the paused step so the pipeline continues. Use the session id from run_workflow / get_workflow_session. Requires authentication.

Approve one submitted internal deliverable and record approver evidence. Requires consulting:approve and never publishes or sends it.

Approve and lock one exact proposal/SOW revision. Requires the separate consulting:approve scope and never publishes or shares it.

Approve a submitted owned revision and attest to its exact content hash. Requires marketing:approve, separate from draft authority.

Research a U.S. federal and/or California legal question through the citation-grounded Themis corpus. The server controls whether the response is extractive or LLM-grounded; callers cannot enable paid generation. Returns source-linked research for informational use, not legal advice. Requires authentication.

Assign one or more of the user's existing leads to one of the user's campaigns (both must be owned by the caller). Returns how many were assigned. Idempotent. Requires authentication.

Pipeline-stage breakdown for one outreach campaign — total / sent / active / won / lost, reply rate, and per-stage lead counts. Requires authentication.

Mark one of the caller's sales tasks/activities done (or reopen it with done=false). Stamps or clears the completion time; activity_id is required.

Convert an owned outreach lead into a deal and advance the lead into the deal stage of the funnel (never downgrading an already-closed lead). Optional deal fields mirror create_deal; lead_id is required.

Analyze supported textual accounting records with the pinned deterministic Writeoff engine and create a private, encrypted audit run owned by the caller. Accepted filenames end in .txt, .md, .text, .eml, .csv, .ofx, .qfx, or .qif. Returns estimates for review only: it does not file taxes, move money, or send data to an external accounting service.

Create an account-private consulting client.

Create an internal draft deliverable on an owned engagement.

Create a revision-safe proposal or SOW draft on an owned engagement.

Create an engagement for an owned consulting client.

Create a private draft content asset. There is no publish/send operation.

Create a new owned draft revision from a frozen submitted/approved/rejected revision.

Create a sales deal owned by the caller. Provide a title, or a lead_id to inherit the lead's company/name as the title. The deal appears live on the owner's Sales board. No deletes are exposed over MCP.

Create an owner-private reusable audience definition.

Create an owner-private brand identity. Requires marketing:agent_write.

Create an owner-private marketing campaign linked only to owned brand/audience ids.

Create a new outreach campaign owned by the authenticated user. Returns the new campaign id. Reversible (campaigns can be edited/deleted in the dashboard). Requires authentication.

Create a reusable pitch template (subject + body templates, optional drafting prompt) owned by the user. Provenance is stamped source="agent" server-side. Returns the new pitch id. Requires authentication.

Permanently delete one private Accounting audit run owned by the caller. This is the only Accounting MCP deletion; it never files taxes, moves money, or contacts an external service.

Save a draft email subject and/or body onto one of the user's leads. This only stores the draft for human review — it does NOT send anything. A human sends from the dashboard. Requires authentication.

Get one private Accounting run owned by the caller, including its deterministic estimates, disclaimer, engine revision, and audit timestamps. Source input stays omitted unless include_input=true is explicitly requested.

Full detail on one expert agent by slug (from list_agents): role, description, default model, domain, tags, and tools.

Get one owned engagement with its document revisions, milestones, and internal deliverables. Long document bodies are previewed.

Get one owned content revision, including its review state and exact content hashes.

List scheduled owned content between optional ISO-8601 boundaries. Scheduling is planning metadata, not publishing.

Fetch one of the caller's deals by id with its full activity timeline (notes, calls, meetings, emails, tasks; newest first).

Health scores for the caller's OPEN deals: each scored 0-100 on how likely it is to be slipping (healthy >= 70 / watch / at_risk), worst first, with plain-language reasons — days since last logged contact, whether it is past its own expected close date, and how its age compares to the caller's average won-deal cycle. Includes per-band counts, an average score, and the reference cycle. Read-only and deterministic over the caller's own deals + activities; nothing is executed or sent. Pair with get_sales_recommendations to act on what is slipping. Requires authentication.

Get one owned audience definition with pain points and channels.

Get one owned brand identity with its voice, value proposition, and guidelines.

Get one owned marketing campaign with its brand, audience, channels, and dates.

Sales pipeline analytics for the caller: probability-weighted forecast, per-stage $ rollup, win rate (won / decided, by count and by value), average sales-cycle days over won deals, and open-deal aging with a stale count. Read-only; computed from the caller's own deals. Requires authentication.

The caller's prioritized next-best sales actions: interested leads to convert, open deals gone stale enough to need a follow-up, and overdue tasks — each with a rationale and the exact governed tool to run next (convert_lead_to_deal / log_deal_activity / complete_sales_task) plus its arguments. Read-only; ranks the caller's own CRM data (overdue > convert > follow-up). Nothing is executed or sent — approve an item by calling the named write tool. Requires authentication.

Get the full results of a previous Meta Council session, including all agent opinions and the synthesis.

Get the authenticated user's Meta Council settings — preferred model, plan tier, and which provider/tool API keys are configured (booleans only, never the secret values). Requires authentication.

Fetch a chart artifact generated by a council session or LOCUS determination. Returns the machine-readable spec (the data behind the chart) plus the stable SVG URL, or the raw SVG itself with include_svg=true. Artifact ids appear in session results as 'visualizations' / 'visualization' reference blocks. Requires authentication and enforces the artifact owner's tenant boundary.

Poll a previously started workflow run for its current step-by-step status and output (useful when run_workflow timed out or is awaiting a checkpoint). Requires authentication.

Idempotently initialize stable engagement milestones. Retries return the same ids and external refs.

List only the caller's private Accounting-run audit metadata, newest first. Raw source text and analysis results are intentionally omitted.

List all available expert agents with their roles, domains, and specialties.

List sent / received emails for an outreach campaign, newest first — subject, body preview, and reply classification. Requires authentication.

List automation triggers (auto-reply rules, status updates, notifications) configured for an outreach campaign. Requires authentication.

List consulting clients owned by the API-key account.

List consulting engagements owned by the API-key account.

List owned content assets and immutable revisions; content is never published by this tool.

List the caller's sales deals (newest first) together with a weighted pipeline forecast (open/weighted/won totals). Optionally filter by stage or lead_id. Deals are private to the API-key owner.