> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# MCP Tool Reference

> Every tool the Quivly MCP server exposes, grouped by category — customer context, health, revenue, search, calls, notebooks, aggregation, and live Slack/Salesforce/HubSpot.

All tools available once you [connect to the Quivly MCP server](/developers/mcp-server). All are read-only except `create_notebook`.

## Start here

| Tool | What it returns |
| - | - |
| `get_account_context` | A full 360° briefing on one customer: profile, MRR, health score and trend, open pipeline, usage, market signals, top calls, recent tickets, notebooks, firmographics, custom fields |
| `search_customers` | Find customers by name or domain — name, domain, segment, MRR, health risk |
| `list_contacts` | Contacts for one customer — name, title, email, role |

## Health

| Tool | What it returns |
| - | - |
| `get_health_score` | Latest health score, risk level, and contributing factors |
| `analyze_health_trends` | Health score time series with trend direction |
| `search_insights` | Market signals and competitive intel for a customer, filterable by relevance and sentiment |

## Revenue & usage

| Tool | What it returns |
| - | - |
| `get_revenue` | Subscriptions, recent invoices, MRR, total paid, outstanding balance |
| `list_usage` | Product usage time series by metric, granularity, and lookback |
| `list_contracts` | Contracts synced from the CRM (MSAs, order forms, renewals) |
| `get_billing_customer` | Live billing record from the connected billing provider |
| `get_billing_subscription` | Live subscription detail — line items, trial status, next invoice date |

## Cross-customer search

| Tool | What it returns |
| - | - |
| `search_calls` | Call recordings by title, customer, or date range |
| `search_opportunities` | Pipeline deals by customer, stage, amount, close date |
| `search_tickets` | Support tickets by customer, status, priority, or text |
| `search_conversations` | AI-enriched Slack and email threads — summary, sentiment, action items, key quotes |

## Calls

| Tool | What it returns |
| - | - |
| `get_call_summary` | AI summary of one call — overview, key points, action items, topics |
| `get_call_transcript` | Full raw transcript (up to 50,000 characters) |

## Notes, notebooks & skills

| Tool | What it returns |
| - | - |
| `list_notes` | Team-written notes on a customer, call, or notebook |
| `search_notebooks` | Find notebooks by content |
| `get_notebook` | One notebook's full content as text |
| `list_skills` / `get_skill` | Your org's skills and their instructions |
| `create_notebook` | **(write)** Start generating an AI notebook for a customer using a skill; returns a request ID immediately |
| `get_notebook_status` | Poll a generation: running, ready (with link), or failed |

## Projects & reference data

| Tool | What it returns |
| - | - |
| `list_projects` | Projects, optionally by customer or status |
| `list_products` | Your product catalog |
| `list_external_users` | People from connected systems — CSM owners, support agents |

## Aggregation & comparison

| Tool | What it returns |
| - | - |
| `compare_customers` | 2–5 customers side by side — MRR, health, usage, tickets, opportunities |
| `aggregate_metrics` | Count, sum, average, min, max of a metric across customers, optionally grouped |
| `list_top_customers_by_metric` | Top or bottom N customers by a metric |

## Live connected apps

Available when the corresponding integration is connected:

| Tool | What it does |
| - | - |
| `search_slack_messages` | Search Slack workspace messages |
| `get_slack_channel_history` | Recent messages from a channel |
| `slack_list_channels` / `slack_list_users` | Channels and workspace members |
| `get_slack_thread_replies` | Replies in a thread |
| `get_salesforce_record` / `search_salesforce_records` / `list_salesforce_records` | Live Salesforce record lookup, read-only SOQL search, and recent-record listing |
| `get_hubspot_record` / `search_hubspot_records` / `list_hubspot_records` | Live HubSpot record lookup, search, and recent-record listing |

Salesforce and HubSpot queries return up to 50 rows per call.


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