Available Tools

The Summit53 MCP server exposes 47 tools organized into nine categories. All tools are accessible to any connected MCP client. This reference documents each tool with its description, example prompts, and usage notes.

You do not need to call tools by name — just describe what you need in natural language and the AI assistant will select the appropriate tool. The names below are provided for reference and troubleshooting.

Tools are grouped into read-only tools (search, intelligence, forecasting), write tools (notes, outreach management, value tracking), and async tools (research, AI-generated summaries) that queue work for background processing.

Search

Find and filter CRM records using flexible search criteria.

`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.

Example Prompts
"Show me the details for deal 15"
"Get opportunity 42"
"What's the current state of the Acme renewal?"

`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.

Example Prompts
"Show me all deals over $50k"
"Find opportunities in the negotiation stage"
"Search for deals closing this quarter"

`search_accounts`

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

Example Prompts
"Find accounts in the technology industry"
"Show me accounts with over $1M revenue"
"Search for accounts owned by Sarah"

Account Intelligence

Health scoring, risk detection, and qualification analysis at the account and deal level.

`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.

Example Prompts
"Show me the account intelligence dashboard"
"Which accounts are at risk?"
"Who are our expansion candidates?"

`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.

Example Prompts
"What's the execution health for Acme Corp?"
"Show me deal health for account 42"

Note: Requires an account name or account ID. The AI will use search_accounts first if you provide a name.

`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.

Example Prompts
"Run MEDDPIC analysis on deal 15"
"What's the BANT score for the Contoso opportunity?"
"Show SPICED framework for my biggest deal"

Pipeline & Risk

Analyze pipeline health, identify risk concentrations, detect stalled deals, and drill into deal-level risk factors.

`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.

Example Prompts
"Show me pipeline risk for this quarter"
"What deals are at risk?"
"How confident are we in the current pipeline?"

`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.

Example Prompts
"Show me the risk heatmap"
"Which deals have the highest risk scores?"
"List high-risk deals sorted by amount"

`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.

Example Prompts
"How many stalled deals do we have?"
"What's the deal drag situation?"
"Show me deal drag summary metrics"

`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.

Example Prompts
"Show me the deal drag dashboard"
"Which deals are stalled?"
"List high-risk deals sorted by waste score"
"Show stalled deals for rep 5"

Forecasting

Revenue forecasts, ARR analytics, confidence scoring, and executive-level revenue intelligence.

`forecast_confidence`

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

Example Prompts
"What's our forecast confidence this quarter?"
"Show me rep performance metrics"
"How's our pipeline velocity?"

`arr_growth_analytics`

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

Example Prompts
"What's our current ARR?"
"Show me ARR growth trends over 12 months"
"What's our net retention rate?"

`arr_growth_narrative`

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

Example Prompts
"Generate an ARR growth narrative"
"What's the story behind our ARR growth?"

Rate limit: 15 requests/minute (lower than default due to AI generation cost).

`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.

Example Prompts
"Show me the executive forecast summary"
"What's the CRO view of revenue?"
"How are we tracking against quota?"

Activity

Track engagement, identify neglected accounts, and get AI-prioritized 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.

Example Prompts
"Which accounts haven't been touched in 30 days?"
"Show me neglected accounts"
"Find accounts with activity gaps"

`weekly_action_plan`

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

Example Prompts
"What's my weekly action plan?"
"What should I focus on this week?"
"Generate a fresh action plan"

Rate limit: 15 requests/minute (lower than default due to AI generation cost).

`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.

Example Prompts
"Show me my team's action plans"
"How is my team doing on their weekly plans?"
"Which reps have low completion rates?"
"Show team activities for last week"

Notes & Activities

Read, create, and summarize deal notes and activity logs. AI-generated summaries distill deal history into actionable context.

`get_opportunity_notes_summary`

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

Example Prompts
"Show me the notes summary for deal 15"
"What's the summary of notes on opportunity 42?"
"Get the deal summary for Acme Renewal"

`rebuild_opportunity_notes_summary`

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.

Example Prompts
"Rebuild the notes summary for deal 15"
"Refresh the summary for opportunity 42"
"Regenerate the notes summary"

Async: Results are queued for background processing. The updated summary will appear once regeneration completes.

`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.

Example Prompts
"Show me all activities for deal 15"
"List recent activity on opportunity 42"
"What meetings happened on this deal?"

`get_opportunity_notes`

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

Example Prompts
"Show me the notes for deal 15"
"What notes are logged on opportunity 42?"
"List all notes on the Acme deal"

`create_opportunity_note`

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

Example Prompts
"Add a note to deal 15"
"Log a note on opportunity 42"
"Create a note: champion confirmed budget approval"

Research

External intelligence gathering to enrich your account data with web and news sources.

`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.

Example Prompts
"Research Acme Corp online"
"Find recent news about our top prospect"
"Queue external research on Contoso"

Rate limit: 10 requests/minute (lowest limit due to external API costs). Async: Results are queued and will appear in the account record once processing completes.

Outreach

Manage outreach leads, sequences, and enrollment workflows. Search leads, run 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.

Example Prompts
"Show me outreach leads for Globex"
"Find replied outreach leads in list 4"
"Search outreach leads owned by user 12"

`get_outreach_lead`

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

Example Prompts
"Show outreach lead 18"
"Get details for lead 42"
"What's the status of this outreach lead?"

`update_outreach_lead`

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.

Example Prompts
"Update outreach lead 18 status to engaged"
"Change the title for lead 42"
"Set the owner of this outreach lead"

`bulk_upsert_outreach_leads`

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.

Example Prompts
"Import these 50 leads into outreach"
"Bulk upsert leads from my research list"
"Add these prospects and dedupe by email"

`list_outreach_lead_lists`

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

Example Prompts
"Show my outreach lead lists"
"List outreach lead lists for user 5"
"What lead lists are available?"

`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.

Example Prompts
"Show me the outreach funnel summary"
"How are my outreach leads distributed?"
"Give me an overview of outreach pipeline health"

`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.

Example Prompts
"List outreach sequences"
"Show my outreach sequences"
"What outreach sequences are available?"

`get_outreach_sequence`

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

Example Prompts
"Show outreach sequence 12"
"Get the details for sequence 7"
"What steps are in this outreach sequence?"

`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.

Example Prompts
"Show outreach starter templates"
"What outreach playbooks are available?"
"List the starter sequence templates"

`enroll_outreach_leads_in_sequence`

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

Example Prompts
"Enroll leads 11 and 12 in sequence 7"
"Start sequence 4 for these leads"
"Add these outreach leads to the published cadence"

`process_outreach_due_steps`

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.

Example Prompts
"Process outreach due steps"
"Run due outreach steps for enrollment 44"
"Execute pending outreach actions now"

`resolve_outreach_manual_step`

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.

Example Prompts
"Complete outreach manual step for enrollment 21"
"Skip the pending outreach task"
"Resolve the manual outreach step with a note"

`convert_outreach_lead`

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.

Example Prompts
"Convert outreach lead 18"
"Turn this outreach lead into a CRM opportunity"
"Convert the replied lead and create an opportunity"

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.

Example Prompts
"Show the value impact card for account 42"
"How is Acme Corp tracking on value delivery?"
"What's the expansion readiness for this account?"

`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.

Example Prompts
"Show the value contract for opportunity 15"
"What was promised to the customer on deal 7?"
"List promised outcomes for this deal"

`generate_value_contract`

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.

Example Prompts
"Generate a value contract for opportunity 15"
"Regenerate the value contract for deal 7"
"Create a value promise draft from this closed deal"

Async: AI-generated. Results are queued and appear once processing completes. Prerequisite: Opportunity must be in Closed Won stage.

`list_account_contracts`

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

Example Prompts
"Show contracts for account 42"
"List all contract scopes for Acme Corp"
"What contracts does this account have?"

`update_account_contract`

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

Example Prompts
"Update contract 8 end date to 2025-12-31"
"Set the ARR for contract 5 to 120000"
"Change contract term to 24 months"

`set_primary_contract`

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

Example Prompts
"Set contract 8 as primary for account 42"
"Make this the default contract scope"

`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.

Example Prompts
"Show impact entries for contract 8"
"What evidence do we have for account 42?"
"List all impact events for this contract"

`create_impact_entry`

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

Example Prompts
"Log an impact entry: customer reported 20% efficiency gain"
"Add a new impact event to contract 8"
"Record customer feedback as impact evidence"

`update_impact_entry`

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

Example Prompts
"Update impact entry 12 summary"
"Change the strength of entry 5 to high"
"Edit the impact type to metric_improvement"

`delete_impact_entry`

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

Example Prompts
"Delete impact entry 12"
"Remove that duplicate impact event"

`run_value_impact_pipeline`

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.

Example Prompts
"Run value impact analysis for account 42"
"Generate the full value impact report"
"Refresh the value impact pipeline for Acme Corp"

Async: This is a multi-step AI pipeline. Results are queued and appear once all stages complete.

Quick Reference Table

Category	Tool	Rate Limit
Search	`get_opportunity`	30/min
Search	`search_opportunities`	30/min
Search	`search_accounts`	30/min
Account Intelligence	`account_intelligence_summary`	30/min
Account Intelligence	`account_execution_health`	30/min
Account Intelligence	`opportunity_framework_summary`	30/min
Pipeline & Risk	`pipeline_risk_summary`	30/min
Pipeline & Risk	`risk_heatmap`	30/min
Pipeline & Risk	`deal_drag_summary`	30/min
Pipeline & Risk	`deal_drag_dashboard`	30/min
Forecasting	`forecast_confidence`	30/min
Forecasting	`arr_growth_analytics`	30/min
Forecasting	`arr_growth_narrative`	15/min
Forecasting	`unified_forecast_summary`	30/min
Activity	`activity_gaps`	30/min
Activity	`weekly_action_plan`	15/min
Activity	`team_action_plan`	30/min
Notes & Activities	`get_opportunity_notes_summary`	30/min
Notes & Activities	`rebuild_opportunity_notes_summary`	15/min
Notes & Activities	`get_opportunity_activities`	30/min
Notes & Activities	`get_opportunity_notes`	30/min
Notes & Activities	`create_opportunity_note`	30/min
Research	`external_account_research`	10/min
Outreach	`search_outreach_leads`	30/min
Outreach	`get_outreach_lead`	30/min
Outreach	`update_outreach_lead`	30/min
Outreach	`bulk_upsert_outreach_leads`	15/min
Outreach	`list_outreach_lead_lists`	30/min
Outreach	`outreach_funnel_summary`	30/min
Outreach	`list_outreach_sequences`	30/min
Outreach	`get_outreach_sequence`	30/min
Outreach	`list_outreach_starter_templates`	30/min
Outreach	`enroll_outreach_leads_in_sequence`	30/min
Outreach	`process_outreach_due_steps`	30/min
Outreach	`resolve_outreach_manual_step`	30/min
Outreach	`convert_outreach_lead`	30/min
Value Impact	`get_value_impact_card`	30/min
Value Impact	`get_value_contract`	30/min
Value Impact	`generate_value_contract`	15/min
Value Impact	`list_account_contracts`	30/min
Value Impact	`update_account_contract`	30/min
Value Impact	`set_primary_contract`	30/min
Value Impact	`list_impact_entries`	30/min
Value Impact	`create_impact_entry`	30/min
Value Impact	`update_impact_entry`	30/min
Value Impact	`delete_impact_entry`	30/min
Value Impact	`run_value_impact_pipeline`	10/min

Supported Clients

Summit53 MCP tools work with any MCP-compatible client. Tested and verified clients include:

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

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

MCP Integration: Tool Reference (14 Tools)

On this page

Available Tools

Search

get_opportunity

search_opportunities

search_accounts

Account Intelligence

account_intelligence_summary

account_execution_health

opportunity_framework_summary

Pipeline & Risk

pipeline_risk_summary

risk_heatmap

deal_drag_summary

deal_drag_dashboard

Forecasting

forecast_confidence

arr_growth_analytics

arr_growth_narrative

unified_forecast_summary

Activity

activity_gaps

weekly_action_plan

team_action_plan

Notes & Activities

get_opportunity_notes_summary

rebuild_opportunity_notes_summary

get_opportunity_activities

get_opportunity_notes

create_opportunity_note

Research

external_account_research

Outreach

search_outreach_leads

get_outreach_lead

update_outreach_lead

bulk_upsert_outreach_leads

list_outreach_lead_lists

outreach_funnel_summary

list_outreach_sequences

get_outreach_sequence

list_outreach_starter_templates

enroll_outreach_leads_in_sequence

process_outreach_due_steps

resolve_outreach_manual_step

convert_outreach_lead