YouEx.ai

Permanently delete a contact together with its saved email drafts. This cannot be undone.

delete_contact

Permanently delete an email list, its membership, and its campaigns. This cannot be undone.

delete_email_list

Remove one lead from an email list. The lead record itself is kept.

delete_email_list_member

Delete an email topic

delete_email_topic

Permanently delete a lead together with everything attached to it: its saved email drafts, any pending draft-generation and send jobs, its email list memberships, and its web page-view history. This cannot be undone.

delete_lead

Permanently delete every lead matching the given exact email addresses. Each one is removed together with everything attached to it: its saved email drafts, any pending draft-generation and send jobs, its email list memberships, and its web page-view history. This cannot be undone.

delete_leads_by_emails

Permanently delete an opportunity together with its saved email drafts. This cannot be undone.

delete_opportunity

Search for companies by name or industry

find_companies

Search for contacts by name, email, or company

find_contacts

Search for leads by name, email, or company

find_leads

Search for opportunities by name or company

find_opportunities

Get the full stored research report and sources for a lead, contact, or company. Use list/search tools first to find the record ID.

get_crm_research_report

Get a summary of CRM data including counts of leads, contacts, companies, and opportunities

get_crm_summary

View one saved contact email draft by ID.

get_contact_email_draft

Get a single email list by ID.

get_email_list

Get one email list membership by list ID and lead ID.

get_email_list_member

Get a single email topic by ID

get_email_topic

Get a lead's full chat conversations with the web agent (most recent first), including message transcripts and collected info. Use this to read exactly what a lead discussed. Sensitive visitor data (IP address, precise coordinates, raw user agent) is excluded. Scope is a single lead identified by leadId.

get_lead_conversations

View one saved lead email draft by ID.

get_lead_email_draft

Get a lead's web engagement in one call: an insights-ready summary of the pages they viewed and the CTAs they clicked on the website (captured by the web agent), an interactionsByType breakdown of their non-page-view activity keyed by <surface>:<eventType> (shared video playback and Q&A, web chat, public calendar booking), plus their chat conversations with the agent (collected info and recent messages). pageViewCount and topPages count website page views only. Use this to analyze what a specific lead is interested in. Scope is a single lead identified by leadId.

get_lead_engagement

Get a lead's lifecycle timeline (most recent first): created/updated, status changes, tier scoring, routing decisions, assignment changes, research/enrichment, and conversion. This is the CRM-side history of what happened TO the lead — complementary to get_lead_engagement, which shows what the lead DID on the site and in chat. Scope is a single lead identified by leadId.

get_lead_history

List CRM actions logged or scheduled for a specific lead, contact, company, or opportunity in the workspace.

list_crm_actions

List the authenticated user's scheduled CRM action reminders across every record in the workspace, sorted by reminder time. Defaults to upcoming reminders with no end date. Use scope=overdue for reminders whose time has already passed, or scope=range with from/to for a specific window. Only scheduled reminders are returned (not logged activity).

list_crm_reminders

List companies with cursor pagination. Pass tag to return only companies with that tag. When hasMore is true, call again with nextCursor as cursor.

list_companies

View saved email drafts for a contact, including send/scheduled status and sent message metadata.

list_contact_email_drafts

List contacts with cursor pagination. Pass tag to return only contacts with that tag. When hasMore is true, call again with nextCursor as cursor.

list_contacts

List the leads on an email list, including each member's name and email. Stale members whose leads were deleted are omitted. When hasMore is true, call again with nextCursor as cursor.

list_email_list_members

List the workspace's email lists. Optionally filter by name or description. When hasMore is true, call again with nextCursor as cursor.

list_email_lists

List the workspace's email topics (reusable subject/keyword templates that drive email draft generation). Optionally filter by a search term.

list_email_topics

View saved email drafts for a lead, including send status and sent message metadata.

list_lead_email_drafts

List a lead's raw public engagement events (most recent first): website page views and clicks captured by the web agent, plus shared-video, web-chat and public-calendar events. Each row carries eventType and surface. Use this to drill into the exact pages, CTAs and interactions behind a lead's engagement summary. Scope is a single lead identified by leadId.

list_lead_page_views

List leads with cursor pagination. Use this for requests like recent leads, latest leads, all leads, leads from today, leads from yesterday, or leads from the last 7 or 30 days. Pass tag to return only leads with that tag. When hasMore is true, call again with nextCursor as cursor.

list_leads

List opportunities with cursor pagination. Pass tag to return only opportunities with that tag. When hasMore is true, call again with nextCursor as cursor.

list_opportunities

Open an interactive CRM editor widget for creating or editing a lead, contact, company, or opportunity. Pass recordType to select the branch, then only include prefill fields for that record type.

open_crm_record_editor

Open a visual CRM report card showing lead tiers, pipeline value, new leads logged, and upcoming scheduled reminders.

open_crm_report_card

Open a formatted lead research card widget. Use this when the user asks to view lead research as a card or formatted view.

open_lead_research_card

Refresh research for a lead, contact, or company. Leads are queued on the research worker; contacts and companies are marked pending and refreshed in the background.

refresh_crm_research_report

Schedule a saved email draft (lead or contact) to send automatically at a future time. Create or retrieve the draft first. If the draft is already scheduled, this returns needsConfirmation unless overwrite is true.

schedule_email_draft

Send a saved email draft to its contact using the workspace email transport. Retrieve or create a draft first, then pass its draftId.

send_contact_email_draft

Send a saved email draft to its lead using the workspace email transport. Retrieve or create a draft first, then pass its draftId.

send_lead_email_draft