MCP Integration: Tool Reference

Available Tools

The Summit53 MCP server is the distribution layer for the Revenue Engine: it lets compatible assistants diagnose, decide, act, and preserve evidence around the Figure-Eight revenue loop. The production release gate currently freezes 78 externally published functions across 17 categories.

You do not need to call functions by name — describe the outcome you need and the AI assistant can select from the functions available to the current session. Visibility depends on granted scopes and Summit53 organization permissions; call list_available_tools for the authoritative session-specific list. The in-product Ask Summit53 assistant is a separate, read-only surface and does not mirror this external catalogue.

Functions are classified as read, write, or destructive. Business writes require explicit write scopes and are marked as approval-requiring for clients that support approval UX. Long-running functions return durable jobs that can be inspected, listed, or cancelled through the Job Lifecycle category.

Search

Find or fetch accounts and opportunities by name, filters, or ID.

get_opportunity

Get full details for a specific opportunity or deal by ID, including stage, amount, owner, health score, close date, and more. Use this when you already know the deal ID and need its complete record.

search_opportunities

Search and filter CRM opportunities and deals by name, stage, account, and value range. Useful for finding specific deals or building filtered lists for review.

search_accounts

Search and filter CRM accounts by name, industry, owner, and revenue. Returns account details and key metrics.

Forecasting

Forecast confidence and coverage, forward and reverse capacity planning, the unified forecast overview, ARR growth, hunter/farmer mix, and ramp cohorts.

forecast_confidence

Forecast data with confidence scores, rep performance metrics, pipeline velocity, and quota coverage. The primary tool for understanding forecast health.

forecast_gap_diagnosis

Diagnose the forecast gap by decomposing it into ramp capacity, productivity shortfall, and residual, using total-ARR rep quota attainment. Shows where the gap to target actually comes from.

capacity_to_target_planner

Model a capacity-to-target plan from current quota, ramp, forecast, and pipeline. Group by all sellers, team, or sales role to see whether existing capacity can reach the target.

reverse_capacity_planner

Work backwards from a revenue target to the selling capacity and support roles required — AEs, BDRs, SEs, and managers — using configurable ratios, ramp factors, and average quota assumptions.

unified_forecast_summary

Executive and CRO-level view of revenue intelligence: pipeline coverage, team metrics, and quota tracking in a single summary. The go-to tool for leadership briefings.

arr_growth_analytics

ARR growth metrics including total ARR, net retention rate, and growth stage classification. Supports trend analysis over configurable time periods.

arr_growth_narrative

AI-generated ARR growth narrative with recommendations and stage transition hints. Designed for board presentations and QBR preparation.

hunter_farmer_mix

Per-rep deal-mix classification (hunter / farmer / hybrid / unknown) over the rolling closed-won window. Manager-gated — individual contributors receive an empty payload with a manager-role warning.

ramp_cohort

Per-cohort and per-rep ramp progress for reps still in their ramp window: expected vs actual attainment and status (ahead / on track / behind / no quota). Manager-gated.

Pipeline & Risk

Portfolio and deal-level risk, heatmaps, and deal-drag diagnosis.

pipeline_risk_summary

Pipeline risk analysis including high-risk deals, risk distribution across stages, and overall confidence. Ideal for pipeline review meetings and forecast calls.

risk_heatmap

Paginated deal-level risk heatmap with risk scores, framework scores, and detailed risk factors for each deal. Supports sorting and filtering for focused analysis.

deal_drag_summary

Summary metrics for Deal Drag analysis: stalled deal counts, average waste scores, risk distribution, and top qualification gaps across the pipeline. A quick health check on deal velocity.

deal_drag_dashboard

Full Deal Drag dashboard with paginated stalled opportunities, waste score breakdowns, drag patterns, and recovery strategies. Filter by score range, stage, activity level, or specific reps.

RevOps

CRM data quality and sync health for revenue operations leaders.

data_quality_score

Organisation-wide CRM data quality score: overall completeness, the top issues, and the opportunities needing attention. Mirrors the RevOps data quality home card.

crm_sync_health

Per-CRM sync health for the org's enabled CRMs (Salesforce, HubSpot, JobAdder): last successful sync, 7-day error rate, average latency, and a rolled-up health status.

Activity

Track engagement, identify neglected accounts, and get AI-prioritised action plans for individuals and teams.

activity_gaps

Find accounts with no recent engagement — accounts that have not been touched in a configurable number of days. Essential for maintaining healthy account coverage.

weekly_action_plan

Prioritised weekly action plan with tasks, risk summaries, and suggested actions. The AI analyses your pipeline and generates the highest-impact activities for the week ahead.

team_action_plan

Team-wide action plan overview for sales leaders. Shows each rep’s completion rate, high-priority items, flagged deals, and missed actions. Filter by week, rep, completion rate, or urgency level.

Opportunity Strategy

Strategic narrative artefacts for individual opportunities — the assertive hypotheses, discovery questions, value framing, and stakeholder maps that drive customer-facing meetings.

get_opportunity_signals

Return the current signal layer for one opportunity, including signal state, evidence, freshness, and the most relevant diagnostic context for strategy work.

opportunity_three_whys

Get the Three Whys strategic narrative for an opportunity: executive summary, integrated narrative covering Why Anything / Why Us / Why Now, and a set of power phrases the rep can drop into a customer conversation.

opportunity_discovery_planner

Get the Discovery Planner for an opportunity: executive summary, structured discovery guide, and the priority questions to ask on the next call. Designed for first-meeting prep and sales coach hand-offs.

opportunity_value_pyramid

Get the Value Pyramid analysis for an opportunity: executive summary, layered value pyramid (functional → financial → strategic), and stakeholder-specific messaging that ladders up from features to business outcomes.

opportunity_stakeholder_intelligence

Get stakeholder intelligence for an opportunity: stakeholder profiles, org structure, recommended engagement moves, coverage gaps, and a buying-committee risk summary. The single view of who’s on the deal and where the air-cover is missing.

Revenue Loop

Diagnose the Figure-Eight revenue loop across its pipeline and coaching lanes.

revenue_loop_diagnosis

Find the first failing Figure-Eight stage and the first failing coaching layer for the highest-priority manager-scoped rep, with persisted evidence and safe next-inspection functions. The two lanes are reported separately — no invented cross-lane score. Requires team or all-metrics application permission.

Notes & Activities

Opportunity-level notes, activities, and AI-generated summaries.

get_opportunity_notes_summary

Get the AI-generated notes summary for a specific opportunity or deal. Returns a synthesised overview of all logged notes, highlighting key themes, decisions, and next steps.

rebuild_opportunity_notes_summary (write)

Rebuild or regenerate the AI notes summary for a specific opportunity from scratch. Useful after adding several new notes or if the existing summary feels stale. This is an async operation — the refreshed summary will be available shortly after.

get_opportunity_activities

List all activities (calls, emails, meetings, notes) for a specific opportunity or deal. Optionally filter by activity type to focus on a specific channel.

get_opportunity_notes

List all notes for a specific opportunity or deal. Returns the raw note entries with timestamps, authors, and content.

create_opportunity_note (write)

Create a new note on an opportunity or deal. Also triggers an async update of the AI-generated notes summary so it stays current.

Account Intelligence

Account-level intelligence, execution health, and qualification framework scores.

account_intelligence_summary

Dashboard-level metrics including health scores, at-risk accounts, and expansion candidates. Provides a bird’s-eye view of your entire account portfolio. Supports filtering by industry, territory, owner, and revenue range.

account_execution_health

Execution health score and deal-level health breakdown for a specific account. Shows how well the sales team is executing on each opportunity within the account.

opportunity_framework_summary

Sales qualification framework scores for a specific opportunity. Supports MEDDPIC, BANT, SPICED, and THREE_WHYS frameworks. Returns component scores, overall score, and gaps to address.

Customer Success

Renewal exposure and account-health movement for customer success and retention work. Both functions are manager-team scoped, read-only, and require team or all-metrics application permission.

renewal_forecast_summary

Summarise active primary contract ARR renewing in the next 30 to 180 days, including at-risk causes and existing renewal-opportunity commit and best-case forecasts. Accepts a window_days parameter (default 90).

account_health_movement

Compare persisted current and previous account-health snapshots, identify manager-visible movers, and explain the existing evidence behind each delta. Reports exact snapshot ages and insufficient history explicitly — it never creates a new score or infers a prior one. Accepts optional account_id and limit (default 5) parameters.

Research

Queue fresh external account research for meeting and opportunity preparation.

external_account_research

Queue external web and news research for a specific account. Results arrive asynchronously and are stored in the account record. Use this to gather fresh intelligence before important meetings.

Outreach

Manage outreach leads, sequences, and enrollment workflows. Search leads, build and publish multi-step sequences, process due steps, and convert engaged leads into CRM records.

search_outreach_leads

Search and filter outreach leads by query, status, stage, tier, fit rating, touchpoint stage, engagement signal, and more. Supports pagination for large result sets.

list_outreach_sequences

List outreach sequences with published and draft version metadata plus enrollment counts. See which sequences are active and how many leads are enrolled.

get_outreach_sequence

Get full details for a specific outreach sequence including individual steps, timing, and version history.

create_outreach_sequence (write)

Create a draft or published outreach sequence with ordered steps. Use this to stand up a new cadence from scratch.

update_outreach_sequence (write)

Update sequence metadata or save step changes to an editable draft. Only the fields you provide are changed.

publish_outreach_sequence (write)

Publish a draft outreach sequence version so leads can be enrolled in it.

list_outreach_lead_events

List outreach lead activity events or replies across the outreach book. Filter by lead, sequence, event type, or date range.

enroll_outreach_leads_in_sequence (write)

Enroll one or more outreach leads into a published sequence version. Optionally start execution immediately or schedule for later.

process_outreach_due_steps (write)

Trigger due-step processing for outreach enrollments. Can run across the entire org or for a specific enrollment. Executes any automated steps that are now due based on timing rules.

resolve_outreach_manual_step (write)

Complete or skip a pending outreach manual step for an enrollment. Manual steps require human action (e.g., a phone call or LinkedIn message) — use this to mark them done or skip ahead.

convert_outreach_lead (write)

Convert an outreach lead into full CRM records — account, contact, and opportunity. Use this when a lead has engaged and is ready to enter the sales pipeline.

list_outreach_starter_templates

List the predefined outreach starter templates available for assistants and operators. Use these as a starting point when creating new sequences.

get_outreach_lead

Get full details for a specific outreach lead including list memberships, sequence enrollments, and recent activity history.

update_outreach_lead (write)

Update fields on an existing outreach lead. Only the fields you provide are changed — everything else stays as-is. Supports status, stage, fit rating, notes, contact details, and more.

list_outreach_lead_lists

List outreach lead lists with lead counts. Optionally filter by name or owner.

bulk_upsert_outreach_leads (write)

Create or update outreach leads in bulk from structured data. Returns per-row outcomes (created, updated, skipped, or error). Supports up to 200 leads per call with configurable deduplication strategies: email_only, email_company, or none.

outreach_funnel_summary

Funnel summary of outreach leads with breakdowns by status, stage, fit rating, tier, engagement metrics, enrollment counts, and conversions. The bird’s-eye view of outreach pipeline health.

Value Impact

Track the journey from promised value to proven impact. Manage contracts, log post-sale evidence, measure fulfilment scores, and identify expansion-ready accounts.

get_value_impact_card

Get the Value→Impact diagnostic card for an account: fulfilment score, category, expansion readiness, evidence confidence, and recommended actions. The single-screen view of whether you’re delivering on your promises.

get_value_contract

Get the value contract with promised outcomes for a specific opportunity. Shows what was committed to the customer at close — the baseline against which impact is measured.

list_impact_entries

List post-sale impact entries (evidence) for a specific contract. Each entry represents proof that value is being delivered — metrics improvements, customer feedback, usage milestones, etc.

list_account_contracts

List all contracts for an account with dates, ARR, status, and primary flag. Useful for understanding the full commercial relationship.

create_impact_entry (write)

Add a manual impact entry (post-sale evidence) to a contract. Log customer-reported outcomes, metric improvements, or qualitative feedback.

update_impact_entry (write)

Update an existing impact entry’s date, summary, type, or strength. Use this to correct or refine previously logged evidence.

delete_impact_entry (destructive)

Delete an impact entry from a contract. Use sparingly — typically for removing duplicate or erroneous entries.

update_account_contract (write)

Update contract dates, ARR, term months, department, or product. Only the fields you provide are changed.

set_primary_contract (write)

Set a contract as the primary contract for an account. The primary contract is used as the default scope for value impact analysis.

generate_value_contract (write)

Generate or regenerate a value contract draft from opportunity notes. Requires the opportunity to be in Closed Won stage. This is an async AI operation — the contract will be available once processing completes.

run_value_impact_pipeline (write)

Run the full Value→Impact pipeline for an account: ensure contracts exist, generate value contracts, extract impact evidence, and produce the overall assessment. This is a comprehensive async operation that orchestrates multiple steps.

Coaching

Diagnose where a rep or team needs help, prep data-driven 1:1 agendas, and close the loop with notes and action items that flow into the next session.

coaching_diagnostic

Get a performance diagnostic for an individual rep or the whole team. Identifies the coaching layer (Results / Effort / Knowledge / Skills), the single focus metric with the highest improvement leverage, the gap percentage versus a P75 team benchmark, and the resulting coaching priority.

coaching_agenda

Get or generate a pre-populated 1:1 coaching agenda for a rep. Returns the week type (Strategic / Skills / Career / Execution / Close), recommended coaching model, diagnostic summary, agenda sections with data-driven discussion prompts, and the previous session’s outstanding action items.

complete_coaching_session (write)

Close out a coaching session by recording manager notes and action items. Creates a PerformanceNote record and marks the session complete. Action items captured here surface as previous_action_items in the next agenda — giving you session-to-session continuity.

Knowledge Base

Search the organisation’s Knowledge Base — positioning, ICP, brand voice, product, battlecards, case studies, methodology, and reactive plays.

search_knowledge

Search the Knowledge Base across positioning, ICP, brand voice, product, battlecards, case studies, methodology, and snippets. Optionally restrict to specific asset types. Only published assets in your organisation are returned, ranked by relevance.

get_knowledge_asset

Fetch a single Knowledge Base asset by ID, including its full markdown body, tags, and structured payload.

list_methodology_playbooks

List the org’s published methodology assets (e.g. MEDDPICC, BANT, SPICED definitions). Each asset carries framework key and component metadata when present.

get_battlecard

Find the best-matching competitive battlecard in the Knowledge Base by competitor name. Returns up to three ranked candidates across battlecard title, summary, and body.

list_reactive_plays

List the org’s published reactive plays. Optionally filter by trigger type from the asset’s structured payload.

Job Lifecycle

Inspect and manage durable work returned by long-running Revenue Engine functions. Job records are retained for 30 days.

get_job

Get the current status, progress, result, and error details for one job owned by the current organization.

list_jobs

List recent jobs for the current organization, optionally filtering by status or originating function.

cancel_job (write)

Request cancellation of a job that is still cancellable. This management action requires jobs:manage and does not bypass job ownership or organization boundaries.

Discovery

Discover the authoritative function surface available to the current session.

list_available_tools

List published functions and their categories, access classification, required scope, approval hint, and behavior annotations. Use this instead of assuming every client or user sees the same catalogue.

Quick Reference Table

The 78-function external release-gate catalogue is shown below. Access describes behavior, not session availability. Business writes require their explicit scope and carry an approval hint; cancel_job is a scoped job-management write. Summit53 application permissions remain authoritative.

Supported Clients

Summit53 uses standard MCP transport and can be configured in compatible clients. Exact remote-server, custom-app, and approval capabilities vary by client plan and workspace:

• Claude.ai — via custom connector in Settings → Connectors
• Claude Desktop — via mcp-remote proxy
• ChatGPT — via Apps connector settings
• Cursor — via MCP server configuration
• Windsurf — via MCP configuration panel
• Codex — via CLI settings
• MCP CLI Proxy — for programmatic access and scripting

Access Model

Interactive clients use OAuth with PKCE. Access tokens last one hour and rotating refresh tokens last seven days; approved service integrations may use scoped static API keys. Business writes always enforce their explicit scopes, Job Lifecycle always enforces jobs:read or jobs:manage, and the remaining read-scope rollout is staged behind a production gate. Summit53 organization, role, and ownership permissions remain authoritative.

Scope authorization is not the same as portable human approval. Published business writes carry approval hints for clients that support approval UX; broader high-risk write workflows remain gated.

Related Documentation

• MCP Setup Guide — Step-by-step connection instructions for each client
• MCP User Guide — Daily workflows and practical usage patterns
• Integrations Overview — Connect Salesforce, Google Workspace, Slack, and more
• Apply to the Founding 50 — Help shape the Revenue Engine in production