> ## 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.