Zoie

Look up a lead by phone number (E.164 preferred; '+' is added if missing).

get_lead_by_phone

Return notes attached to a lead, newest first. Trimmed to LLM-useful fields. Paginated client-side from the upstream response.

get_lead_notes

Read a single campaign's current state: name, channel, status, schedule, and recipient count. Use this to check whether a campaign is armed (Scheduled / In progress), Paused, or finished before acting on it. `campaign_schedule` is a UTC instant — quote `schedule_business_local` to the user instead, which is the same moment in the business's own timezone.

get_campaign

Search across leads, appointments, conversations, and deals in the active business. Useful for open-ended queries like 'find anything about Jane Doe'.

global_search

Return the messaging channels (SMS, WhatsApp, Email, FacebookMessenger, Instagram) available to the active business.

list_conversation_channels

Return the businesses the authenticated user can operate on, with real business names and the user's role in each. Also indicates the active scope of the current MCP token: a single business if `active_business_id` is set, or a list of approved businesses if `allowed_business_ids` is set (multi-business consent). Tools operate ONLY on those tenants. To change scope, the user must re-authorize from their MCP client.

list_my_businesses

List outreach campaigns in the active business, optionally filtered by status, channel type, or free-text campaign-name search.

list_campaigns

List leads that have appointments. Optionally filter by appointment status or lead status via `searchType`.

list_appointment_leads

Resolve the IDs create_campaign needs: AI agents, approved WhatsApp templates, from-phone numbers, WhatsApp senders, email sender identities, and email templates for the active business.

list_campaign_options

Return the CRM users (and their roles) in the active business. Use this when a tool returns an `assigned_id` or `user_id` and you need the human's name. Also useful when picking a user to assign a lead to.

list_team_members

Pause a running campaign. Outbound sends stop until resumed. Confirm with the user before calling.

pause_campaign

Count how many leads a set of audience filters would match for a given channel, WITHOUT creating anything. Opted-out leads are excluded automatically. Always use this to iterate on filters before calling create_campaign.

preview_campaign_audience

Resume a paused campaign.

resume_campaign

Search leads in the active business by free-text query. Returns a paginated list trimmed to the most useful fields. The `assigned_id` field is opaque (a user_id when `assigned_type='user'`, or an AI agent id otherwise) — call `list_team_members` if you need the assignee's human name.

search_leads

Send an outbound message via SMS, WhatsApp, Email, FacebookMessenger, or Instagram. The user MUST confirm before sending — this is a real outbound message and may incur cost. Subject to a tighter rate limit than read tools (10/min vs the default 120/min).

send_message

Fire off an existing campaign immediately — a Paused campaign resumes, and a Scheduled campaign sends now instead of waiting for its scheduled time. Sending begins within a minute and real messages go out, so confirm with the user first. Already-running campaigns are left alone; finished ones cannot be restarted. Use pause_campaign to stop a send.

start_campaign

Edit an existing campaign: rename, reschedule (this is also how you cancel-by-postponing a Scheduled campaign), change the message, or replace the audience filters (`channel` is then required, and the new audience is previewed and capped first). Never re-arms a Paused campaign — resume_campaign is the only way to do that.

update_campaign

Edit an existing note's content.

update_lead_note

Update fields on an existing lead. Only the provided fields are changed.

update_lead