toflow.ai

Create a new custom attribute (field) for a CRM resource type. resource_type: "person" | "company" | "deal" attribute_type: text | number | currency | date | datetime | boolean | email | phone | url | select | multiselect | record_reference CONFIG — required for certain types: select / multiselect: config={"options": [{"value": "1", "label": "Low"}, {"value": "2", "label": "High"}]} currency: config={"currency_code": "USD"} record_reference: config={"reference_resource": "person" | "company" | "deal", "is_multiselect": false} WORKFLOW: 1. Call list_attributes(resource_type=...) to confirm the field does not already exist. 2. Confirm title, type, and config with the user. 3. Show "Create '{title}' ({attribute_type}) field for {resource_type}?" and wait for explicit user approval before calling this tool.

create_attribute

Create a new dashboard. Call this when list_dashboards returns an empty list or when the user explicitly asks to create a new dashboard for their report. BEFORE CALLING: confirm the dashboard name with the user — do not invent one. AFTER CALLING: use the returned id as dashboard_id in create_report. Share the url with the user so they can open the new dashboard. name: Display name for the dashboard — must be unique in the workspace description: Optional description of what this dashboard is for

create_dashboard

Create a new list for people, companies, or deals. resource_type: "person" | "company" | "deal" Returns the created list ID — use it with add_people_to_list or add_companies_to_list.

create_list

Create a new note. WORKFLOW — follow these steps before calling: 1. Confirm the person / company / deal context with the user if relevant. 2. Show the user a summary: "Create note '{title}' on [context]?" and wait for explicit approval before calling this tool. The note is attributed to the current user (owner_id = actor_id).

create_note

Create a new record (person, company, or deal). resource_type: "person" | "company" | "deal" Call record_schema(resource_type=<resource_type>) first to see all available fields, which are required, and allowed values for select fields. Workflow: 1. Read the schema to find required fields. 2. ALWAYS ask the user for any required field they did NOT provide — never auto-resolve or assume a value. Wait for the user's reply before proceeding. 3. Once the user provides a value: - If the field is a record_reference, use the appropriate lookup tool to resolve the name the user gave into a numeric ID: * reference_resource=pipeline → list_pipelines * reference_resource=stage → list_pipelines first, then list_stages(pipeline_id) * reference_resource=workspace_member → list_workspace_members * reference_resource=person → list_records(resource_type="person", search=<name>) * reference_resource=company → list_records(resource_type="company", search=<name>) - For "Categories" field (company only): call list_company_categories to get existing category IDs, or get_or_create_category(name=<name>) to resolve a name to an ID. Pass the resolved IDs as a list: {"title": "Categories", "value": [12, 34]} - For other types (text, select, etc.), use the value directly. 4. For optional fields the user did NOT mention, omit them entirely — do NOT ask, assume, or look them up. IMPORTANT: `attributes` must be a JSON object, NOT a string. Example: { "resource_type": "person", "attributes": { "items": [ {"title": "First Name", "value": "John"}, {"title": "Last Name", "value": "Smith"}, {"title": "Email Addresses", "value": "john@acme.com"} ] } }

create_record

Save a report permanently to a dashboard. PREREQUISITES — do not call this unless ALL of the following are true: 1. validate_and_preview_report returned valid=true. 2. You showed the preview_rows to the user. 3. The user explicitly confirmed they want to save (e.g. "yes", "save it", "looks good"). If dashboard_id is unknown, call list_dashboards first and ask the user which dashboard they want the report placed on. If no dashboards exist, call create_dashboard to create one before calling this tool. AFTER CALLING: share the url from the response so the user can open the dashboard. dashboard_id: ID from list_dashboards name: Unique name within the dashboard — ask the user if they have not provided one dataset_id: ID from list_datasets query / chart / filters / timezone: use the exact same values as the validated preview

create_report

Create a sequence with any mix of node types. MANDATORY: call get_sequence_creation_guide first and follow all steps before calling this tool. Do not call this tool until all guide steps are complete and the user has approved the final plan.

create_sequence

Create a new task. due_date must be an ISO 8601 string, e.g. "2026-03-15" or "2026-03-15T09:00:00Z". Dates without time are treated as midnight UTC. WORKFLOW — follow these steps before calling: 1. Confirm person / company / deal context with the user if relevant. 2. Confirm the due date. 3. Show the user: "Create task '{title}' due {due_date}?" and wait for explicit approval before calling this tool. assignee_id defaults to the current user when not provided.

create_task

Create a new saved view for a specific list. MANDATORY: call get_view_creation_guide first for the required workflow and parameter reference.

create_view

Permanently delete a custom attribute and all its stored values across all records. System attributes (is_system=true) cannot be deleted. To hide a field without losing data, use update_attribute with is_archived=true instead. Ask the user to confirm before calling this tool: "Are you sure you want to permanently delete attribute {attribute_id}? This will remove all stored values for this field across all records." Only call once the user explicitly approves.

delete_attribute

Delete a call record permanently. Ask the user to confirm before calling this tool: "Are you sure you want to delete call {call_id}?" Only call once the user explicitly approves.

delete_call

Soft-delete a company from the workspace. The company is removed from all lists and marked as deleted. This action cannot be undone from the MCP interface — always confirm with the user before calling this tool.

delete_company

Soft-delete a deal from the workspace. The deal is removed from all lists and marked as deleted. This action cannot be undone from the MCP interface — always confirm with the user before calling this tool.

delete_deal

Delete a draft email permanently. Only draft emails can be deleted via this tool. This action cannot be undone — always confirm with the user before calling.

delete_draft

Delete a list (soft delete). This action cannot be undone via MCP.

delete_list

Delete a draft LinkedIn or WhatsApp message permanently. Only draft messages (status="draft") can be deleted via this tool. This action cannot be undone — always confirm with the user before calling. ## Parameters - **message_id**: ID of the draft message to delete (from send_linkedin_message or send_whatsapp_message with draft=True).

delete_message_draft

Delete a note permanently. Ask the user to confirm before calling this tool: "Are you sure you want to delete note {note_id}?" Only call once the user explicitly approves.

delete_note

Soft-delete a person from the workspace. The person is removed from all lists and marked as deleted. This action cannot be undone from the MCP interface — always confirm with the user before calling this tool.

delete_person

Delete a task permanently. Ask the user to confirm before calling this tool: "Are you sure you want to delete task {task_id}?" Only call once the user explicitly approves.

delete_task

Draft an email in the workspace. MANDATORY: call get_draft_email_guide first and follow every step exactly. Optionally link the draft to a CRM person by passing person_id. Returns the draft email ID and a url — share the url with the user after drafting.

draft_email

Find an email address for a person. Identifies the person using person_id, linkedin_url, or name (checked in that order). At least one must be provided. - person_id: uses the existing record directly. - linkedin_url: looks up the person in the workspace; if not found, automatically enriches their profile and creates the record first, then finds the email address. - first_name / last_name only: searches the workspace. If exactly one match is found the email lookup proceeds. If none are found, the tool asks for a LinkedIn URL. If multiple are found, it returns the candidates and asks for person_id. IMPORTANT — after this tool returns: - Always show the email address (or not-found result) to the user. - If the person did not previously exist and was created automatically (profile_task_id is present in the response), explicitly tell the user: "A new person record was created in toflow before finding the email." - Always confirm with the user that the record and contact data look correct. - If enriching emails for multiple people in a list, after finishing ALL calls suggest a focused filtered view — see the LISTS section of the server instructions for details. A LinkedIn URL must be resolvable (stored or provided) before email enrichment can run — it is required by the enrichment provider. Waits up to 80 s total (40 s per phase). If it times out, call get_person_enrichment_status(task_id) to check the result — but at most 3 times (waiting ~3 s between calls). Stop after 3 attempts and tell the user to retry manually later.

enrich_person_email

Find a phone number for a person. Identifies the person using person_id, linkedin_url, or name (checked in that order). At least one must be provided. - person_id: uses the existing record directly. - linkedin_url: looks up the person in the workspace; if not found, automatically enriches their profile and creates the record first, then finds the phone number. - first_name / last_name only: searches the workspace. If exactly one match is found the phone lookup proceeds. If none are found, the tool asks for a LinkedIn URL. If multiple are found, it returns the candidates and asks for person_id. A LinkedIn URL must be resolvable (stored or provided) before phone enrichment can run — it is required by the enrichment provider. Waits up to 80 s total (40 s per phase). If it times out, call get_person_enrichment_status(task_id) to check the result — but at most 3 times (waiting ~3 s between calls). Stop after 3 attempts and tell the user to retry manually later. IMPORTANT — after this tool returns: - Always show the phone number (or not-found result) to the user. - If the person did not previously exist and was created automatically (profile_task_id is present in the response), explicitly tell the user: "A new person record was created in toflow before finding the phone." - Always confirm with the user that the record and contact data look correct. - If enriching phones for multiple people in a list, after finishing ALL calls suggest a focused filtered view — see the LISTS section of the server instructions for details.

enrich_person_phone

Get or enrich a person's profile using their LinkedIn URL. Searches for an existing person in the workspace with that LinkedIn URL. - If found and already has job_title + description: returns the existing data immediately with status "already_enriched" — no Bitscale call made. - If found but missing job_title or description: enriches and updates the existing record. - If not found: runs enrichment and automatically creates a new person record from the returned data. Enriched fields include: job_title, description, location, linkedin_url, company_name, company_website, company_linkedin_url, company_description. Works with both regular LinkedIn profile URLs and Sales Navigator URLs. Providing first_name / last_name is optional but improves match accuracy. Waits up to 60 seconds for Bitscale to respond. If it times out, call get_person_enrichment_status(task_id) to check the result — but at most 3 times (waiting ~3 s between calls). Stop after 3 attempts and tell the user to retry manually later. IMPORTANT — after this tool returns: - Always show the enriched data to the user in a readable format. - If created_new_person is true, explicitly tell the user: "A new person record has been created in toflow with this data." - If status is "already_enriched", tell the user the person already exists and show their current profile data. - Otherwise confirm the existing record was updated with fresh data.

enrich_person_by_linkedin

Enroll a person in a sequence. MANDATORY: call get_enroll_in_sequence_guide first and follow every step exactly. Do not call this tool until all guide steps are complete.

enroll_in_sequence

Show the credit cost of bulk_enrich_list before it runs. MANDATORY — call this before bulk_enrich_list. Show the result to the user and get explicit confirmation before proceeding. enrichment_type: "email" (2 cr), "phone" (20 cr), or "profile" (1 cr).

estimate_bulk_enrich_list

Forward an email to new recipients. Forwards the original email as-is — no additional message or signature is added. The subject is prefixed with "Fwd:" automatically. Non-inline attachments from the original email are carried over. Call list_connected_accounts first to get available sending accounts if you don't know which from_email to use. Only call this tool once the user explicitly confirms they want to forward. After forwarding, share the url with the user as a clickable link.

forward_email

Get a single AI enrichment configuration by provider_id. Use this before update_ai_enrichment to fetch the full current config — especially the complete field_mappings list — so you can pass all mappings back with only the desired ones modified.

get_ai_enrichment

Get the guide for creating an AI enrichment — model options, template variables, and approval steps. Call this BEFORE create_ai_enrichment and follow every step exactly.

get_ai_enrichment_guide

Get current load stats for sending accounts. Extract the IDs from the list_connected_accounts response and pass them here: - email_account_ids: [a.id for a in list_connected_accounts_result.email] - linkedin_account_ids: [a.id for a in list_connected_accounts_result.linkedin] - whatsapp_account_ids: [a.id for a in list_connected_accounts_result.whatsapp] Pass an empty list [] for channels with no accounts. Do NOT omit the parameters or pass None — omitting them returns no stats for that channel. For each account it returns: - active_enrollments: how many people are currently active/queued in sequences that use this account at this channel's current step - today: enrollments whose next step for this account is scheduled today - tomorrow: enrollments scheduled tomorrow - this_week: enrollments scheduled within the next 7 days Use these stats to recommend less-loaded accounts to the user. An account with high active_enrollments or today count is already carrying significant load — prefer accounts with lower values when the user has not expressed a preference. When presenting to the user, look up the label or identifier from your list_connected_accounts results using account_id — never show a raw account_id.

get_account_load_stats

List all accessible lists in the workspace. Optionally filter by resource_type: "person" | "company" | "deal" Returns list IDs, names, resource types, and item counts.

get_all_lists

Retrieve a single attribute by its ID.

get_attribute

Check status of multiple enrichment tasks at once. Pass the task_ids returned by bulk_enrich_emails or bulk_enrich_phones. Returns current status for each task (pending / completed / failed). IMPORTANT — do NOT call this immediately after bulk_enrich_emails or bulk_enrich_phones. Only call this tool when the user explicitly asks for the results, and only after they have waited at least [N × 30] seconds where N is the number of people in the original batch.

get_bulk_enrichment_status

Retrieve a single call by its ID. Returns full call details including linked person, company, deal, phone number, outcome, duration, notes, and assignee.

get_call

Get a single company by ID with full profile. IMPORTANT: Use this tool for a SINGLE company only. If you need data for multiple companies, do NOT call this tool in a loop. Instead, call list_records(resource_type="company", ids=[id1, id2, ...]) once to fetch all of them in a single request.

get_company

Get a single deal by ID with full profile. IMPORTANT: Use this tool for a SINGLE deal only. If you need data for multiple deals, do NOT call this tool in a loop. Instead, call list_records(resource_type="deal", ids=[id1, id2, ...]) once to fetch all of them in a single request.

get_deal

Get the mandatory step-by-step guide for drafting an email. Call this BEFORE draft_email and follow every step exactly.

get_draft_email_guide

Get a single email by ID — returns subject, body, recipients, status, and thread info.

get_email

Get open tracking statistics for a sent email. Returns whether it was opened, total opens, and first/last open timestamps. Timestamps are returned in the member's configured timezone (UTC if not set). Use this to answer "did they open my email?" before deciding on follow-up.

get_email_tracking

Get the mandatory step-by-step guide for enrolling a person in a sequence. Call this BEFORE enroll_in_sequence and follow every step in the response exactly.

get_enroll_in_sequence_guide

Get details of a specific sequence enrollment. Returns status, current node, next execution time, and per-node personalizations. Use the enrollment_id returned from enroll_in_sequence.

get_enrollment