Openline

One agent run with its full step trace (model turns, tool calls and results, drafts). Do not pass a token.

Read one call: status, voicemail text, contact snapshot, and full transcript. While status is queued, ringing, or in_progress, turns is empty and note says the transcript will be available after the call ends. Argument: call_id from list_calls. Do not pass a token.

Look up a customer by contact_id, phone_number, email, or name. Returns identities (all phones/emails), tags, consent flags (do_not_call/do_not_text/do_not_email), details, and a memory summary. Do not pass a token.

Credit balance for this billing cycle (calendar month, UTC): allowance, top-ups, spent, balance, resets_at, and spend by kind (call minutes, GPT-Live minutes, SMS segments, emails, LLM tokens, rentals) with cost and credits. 1 credit = 1 US cent. When a tool returns insufficient_credits, tell the human the balance and reset date; do not retry. Optional cycle 'YYYY-MM'. Do not pass a token.

Everything Openline knows about one customer, token-budgeted, for personalising outreach: rolling memory (summary, facts, promises, open items, sentiment trend), a timeline of recent calls/texts/emails with summaries and outcomes, consent flags, and last_contacted_at. Identify by contact_id, email, or phone. budget_tokens (default 1500) trims oldest history first; include limits sections (memory, calls, texts, emails, consent). Do not pass a token.

Read the full body of one email plus thread_summary (how many earlier messages with this person, when) and a reply hint (account_id, reply_to_message_id, to, subject). Before replying, call get_email_thread so you have the whole exchange, then send_email with the reply hint. Argument: message_id from list_emails. Do not pass a token.

The whole conversation with one customer before you reply: every email (bodies with quoted history stripped), text, call summary, and agent reply, oldest first. Target by message_id (from list_emails/get_email), thread_id, contact_id, or contact_email. Returns items (structured, with UTC timestamps), turns (role user = the customer, each starting with <timestamp>...</timestamp>; role assistant = what was sent on the user's behalf) ready to drop into your context, now (current UTC time), and reply (account_id, reply_to_message_id, to, subject) to pass to send_email so the answer leaves from the inbox that received it and threads correctly. Do not pass a token.

Effective inbound policy for one endpoint (account_id) or for every endpoint when omitted, plus the defaults. Do not pass a token.

Read one SMS: body, status, and peer number. Argument: message_id from list_messages. Do not pass a token.

Return the signed-in user's Openline phone number. If none exists yet, one is created automatically (US local DID). Anyone can call this number; the agent answers. Do not pass a token.

One outreach chain: its wake-ups, the agent runs they started, and the calls tied to it. Do not pass a token.

Bulk-import customers. rows: list of objects with any of name, phone, email, tags (list or comma string), notes, plus free-form fields (company, role, ...). Rows are merged into existing contacts by phone or email identity; a person known by both becomes one contact. Max 2000 rows per call. Returns imported/merged/skipped counts and tag totals. Do not pass a token.

What the reply agent did on the user's behalf: runs with trigger, status (queued|running|done|escalated|failed|dry_run), and summary. Filter by contact_id, thread_id, status. Do not pass a token.

List recent calls for the signed-in user (inbound and outbound). Optional: limit (max 25), direction (inbound|outbound), status. Do not pass a token.

List the user's customers/contacts, newest activity first, with keyset pagination. Filters: tags (list or comma string; all must match), has_email, has_phone, updated_since (ISO). include_memory=true adds a one-line memory summary and last_contacted_at per contact. Pass the returned next_cursor to get the next page. limit up to 200. Do not pass a token.

Itemised credit charges for a cycle, newest first (kind, reference, units, cost, credits). Optional cycle, kind, limit. Do not pass a token.

List Openline inboxes for the signed-in user. Returns account_id, email address, provider ('openline'), and status. An inbox is created automatically on first send_email or list_emails. Do not pass a token.

Read recent messages from the user's Openline inbox. If none exists yet, one is created automatically. Optional: account_id, limit (max 25), unread_only, query (email address or free text). Pass contact_id (or contact_email) to get the cached conversation with one customer instead, both directions, newest first; optional since (ISO). Do not pass a token.

Things the voice agent promised, was asked for, or wants the user to know: callbacks, info to send, status checks, reminders. Optional: status (pending|done|scheduled|failed|cancelled), call_id, limit. Do not pass a token.

List recent SMS messages for the signed-in user (inbound and outbound). Optional: limit (max 25), direction (inbound|outbound), peer (E.164). Do not pass a token.

Show the Openline numbers/addresses assigned to the user and their verified personal channels. Do not pass a token.

List recurring outreach chains for this account. Optional status: active, paused, completed, abandoned, expired, cancelled. Do not pass a token.

List upcoming (pending) scheduled calls, or pass status=done|cancelled|missed|failed for history. Do not pass a token.

List this user's scheduled SMS and email. Optional kind: sms or email. Do not pass a token.

Sign this MCP client out of Openline. Uses the host Bearer token. Do not pass a token. The human must call connect again (OAuth) to sign back in.

Record that a customer asked not to be contacted again. Identify by contact_id, phone, or email; channels is a subset of calls, texts, emails (default all); quote their words. Future sends on those channels are refused. Do not pass a token.

Pause a recurring outreach chain. Nothing is sent until it is resumed. Do not pass a token.

The user takes over a customer conversation: no agent replies or automatic texts for this contact until `until` ('in 2 days', 'tomorrow 9am', ISO; default 7 days). Inbound messages still notify the user. Do not pass a token.

Delete one saved customer. Pass contact_id, phone_number (E.164), and/or email; every identifier you pass must belong to the same contact. Their calls, texts, emails, scheduled calls, and follow-ups stay, but are no longer linked to a contact. Do not pass a token.

Remove a verified personal phone or email so texts or mail from it are no longer owner commands. One address: kind plus address. Several of the same kind: address as a list. All phones or all emails: kind and all=true. Every personal channel: all=true. Does not disconnect an Openline number or inbox. Do not pass a token.

Resume a paused outreach chain and schedule the next wake-up. Do not pass a token.

Hand a paused customer conversation back to the endpoint policy. Do not pass a token.

Have Openline's reply agent act on one customer conversation under your instruction, e.g. 'answer their question about delivery and offer Thursday', using the same history, persona, consent, and tools it uses for automatic replies. Target by contact_id or thread_id. allowed_actions narrows what it may do (reply_same_channel, schedule_callback, mark_do_not_contact, notify_user, search, call_phone, email_new_address, send_sms_other_number, save_contact, remove_contact, schedule_message); default is the endpoint policy. dry_run=true drafts sends without executing; approve_agent_run executes them. Returns the run with its trace. Do not pass a token.

Save or update a customer. Pass phone_number (E.164) and/or email; optional name, tags, and details (JSON object: company, role, relationship, language, timezone, notes). Merges into an existing contact that shares the phone or email. Do not pass a token.

Schedule an outbound call for later, e.g. 'call them back next month about the EQ pricing'. Arguments: to, run_at (ISO-8601 with offset, or 'in 2 hours', 'tomorrow 3pm', 'next month'), goal, plus any call_phone brief fields (persona, voice, context, style, outcome_schema, ...). voice is optional (quartz, ripple, vesper, willow, stone, gleam, meridian, bossa, tempo, beacon, delta, cinder, marin, cedar); omit it and gleam is used. background_noise is optional (off, office, cafe, street): a quiet bed under the agent. Omit it and the call stays quiet. When persona is omitted, the booked call uses the person who matches that voice. reference_call_id makes this a follow-up to that earlier call (summary, promises, key quotes); omit it to start a new call that still knows earlier calls with this number and does not open as a follow-up. include_transcript memory|excerpt|full controls how much of the referenced call is included. callee_timezone (IANA) keeps the call inside the callee's 8am-9pm window. max_attempts > 1 retries on no answer. Do not pass a token.

Schedule one email for later. Arguments: to, subject, body, run_at (ISO-8601 with offset, or 'in 2 hours', 'tomorrow 3pm'). Optional: contact_id, account_id, callee_timezone (IANA). Books a one-shot workflow schedule; the email is sent at that time. Do not pass a token.

Schedule one SMS for later. Arguments: to (E.164 or a saved contact name), body, run_at (ISO-8601 with offset, or 'in 2 hours', 'tomorrow 3pm', 'next month'). Optional: contact_id, from_account_id, callee_timezone (IANA). Books a one-shot workflow schedule; the text is sent at that time. A time inside quiet hours moves to when they end. Do not pass a token.

Full-text search across past call transcripts, call summaries, SMS, and emails. Arguments: query; optional contact (E.164 or saved name) to scope to one person, since (ISO date), channel (call_turn|call_summary|sms|email), limit. Returns matching lines with surrounding context. Do not pass a token.

Send an email from the user's Openline inbox. If none exists yet, one is created automatically. Arguments: to, subject, body (to may be empty when contact_id is given). Optional: account_id (if multiple inboxes), reply_to_message_id, contact_id (links the message to that customer's history and drives consent), idempotency_key (repeat sends with the same key return the first message instead of sending again; use e.g. '<campaign>:<contact_id>' when looping over customers), unsubscribe (default true: adds an unsubscribe footer + List-Unsubscribe header; set false for one-off transactional replies). The first successful send may include tell_the_user: explain that to the user (verified personal emails, what they are, and that they can name one or more addresses to verify with no code). Errors: do_not_email (customer opted out), email_invalid (bounced), rate_limited with retry_after_sec. Do not pass a token.

Send several emails in one call; each item is {to?, contact_id?, subject, body, idempotency_key?, unsubscribe?}. Same consent, caps, and idempotency rules as send_email, applied per item; returns per-item results in order (ok or error with retry_after_sec). Stops early when rate_limited and reports the remaining items as skipped so you can retry them. No composition happens here; write each message yourself. Max 100 items. The first successful batch may include tell_the_user once on the result: explain that to the user. Do not pass a token.