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This page documents every tool available through the Salesfinity MCP server, including parameters, behavior, and usage tips.

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Contact Lists

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get_contact_lists

List all contact lists for your team. Returns metadata only — use get_contact_list_by_id to see the contacts inside a list.
ParameterTypeRequiredDescription
searchstringNoSearch lists by name (case-insensitive)
userstringNoFilter by user ID
sortstringNoSort by field. Prefix with - for descending. Default: -createdAt
pagenumberNoPage number (default 1)
limitnumberNoItems per page (default 10, max 100)

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get_contact_list_by_id

Get a single contact list with all its contacts. Supports searching, sorting, and paginating the contacts within the list.
ParameterTypeRequiredDescription
idstringYesContact list ID
searchstringNoSearch contacts by first name, last name, email, or company
sortstringNoSort contacts by field. Prefix with - for descending
pagenumberNoPage number for contacts (default 1)
limitnumberNoContacts per page (default 50)

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create_contact_list

Create a new contact list with contacts. Maximum 2,000 contacts per list.
ParameterTypeRequiredDescription
namestringYesList name (1–100 characters)
user_idstringYesUser ID who will own this list
contactsarrayYesArray of contact objects (see Contact object)

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add_contact_to_list

Add a single contact to an existing list. After adding, call reimport_contacts to include them in the dialing queue.
ParameterTypeRequiredDescription
list_idstringYesContact list ID
All contact fields——See Contact object

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remove_contact_from_list

Remove a contact from a list.
ParameterTypeRequiredDescription
list_idstringYesContact list ID
contact_idstringYesContact ID to remove

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delete_contact_list

Permanently delete a contact list and all its contacts. This action is irreversible.
ParameterTypeRequiredDescription
list_idstringYesContact list ID to delete

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reimport_contacts

Reimport contacts from the source list to the dialing queue. Call this after adding contacts to make them available for dialing.
ParameterTypeRequiredDescription
list_idstringYesContact list ID to reimport

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Team

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get_team

Get team information including all team members. Takes no parameters.

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Call Logs

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get_call_logs

Search and filter call logs with extensive filtering options.
ParameterTypeRequiredDescription
pagenumberNoPage number (default 1)
limitnumberNoItems per page (1–100, default 10)
sortstringNoSort field. Default: -createdAt
start_datestringNoFilter start date (ISO 8601)
end_datestringNoFilter end date (ISO 8601)
outcomestringNoFilter by outcome: answered, no-answer, cancelled
directionstringNoFilter by direction: inbound, outbound
min_durationnumberNoMinimum call duration (seconds)
max_durationnumberNoMaximum call duration (seconds)
has_recordingbooleanNoFilter by recording availability
answered_bystringNoFilter by who answered: human, machine_start
is_completedbooleanNoFilter by completion status
disposition_idsnumber[]NoFilter by disposition IDs
exclude_negative_dispositionsbooleanNoOnly return positive dispositions
user_idsstring[]NoFilter by user IDs
contact_list_idsstring[]NoFilter by contact list IDs
sequencesstring[]NoFilter by sequence IDs
searchstringNoFull-text search across contact name, company, phone

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get_call_log_by_id

Get a specific call log by its ID.
ParameterTypeRequiredDescription
idstringYesCall log ID

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Scored Calls

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get_scored_calls

List AI-scored calls with insights, scoring facets, and coaching recommendations.
ParameterTypeRequiredDescription
pagenumberNoPage number (default 1)
limitnumberNoItems per page (1–100, default 10)
sortstringNoSort field. Default: -createdAt
start_datestringNoFilter start date (ISO 8601)
end_datestringNoFilter end date (ISO 8601)
min_scorenumberNoMinimum total score (0–100)
max_scorenumberNoMaximum total score (0–100)
user_idstringNoFilter by user ID

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get_scored_call_by_id

Get a specific scored call with full AI-generated insight, facets, and recommendations.
ParameterTypeRequiredDescription
idstringYesScored call ID

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Dispositions

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get_dispositions

Get all available call dispositions for the team. Takes no parameters.

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get_disposition_by_id

Get a specific disposition by ID.
ParameterTypeRequiredDescription
idstringYesDisposition ID

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Sequences

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get_sequences

List all sequences with pagination.
ParameterTypeRequiredDescription
pagenumberNoPage number (default 1)
limitnumberNoItems per page (default 10, max 100)

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get_sequence_by_id

Get a specific sequence by ID.
ParameterTypeRequiredDescription
idstringYesSequence ID

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Snoozed Contacts

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get_snoozed_contacts

List snoozed contacts with filtering.
ParameterTypeRequiredDescription
pagenumberNoPage number (default 1)
limitnumberNoItems per page (default 10, max 100)
sortstringNoSort field
linkedin_usernamestringNoFilter by LinkedIn username
external_contact_idstringNoFilter by external CRM contact ID
emailstringNoFilter by email
phone_numberstringNoFilter by phone number

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get_snoozed_contact_by_id

ParameterTypeRequiredDescription
idstringYesSnoozed contact ID

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get_snoozed_contact_by_linkedin

Look up a snoozed contact by LinkedIn username.
ParameterTypeRequiredDescription
usernamestringYesLinkedIn username

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update_snoozed_contact

Update a snoozed contact’s details or extend the snooze duration.
ParameterTypeRequiredDescription
idstringYesSnoozed contact ID
linkedin_usernamestringNoLinkedIn username
external_contact_idstringNoExternal CRM contact ID
emailstringNoEmail address
phone_numberstringNoPhone number
snooze_untilstringNoNew snooze expiration (ISO 8601)

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delete_snoozed_contact

Remove a contact from the snooze list, allowing them to appear in call lists again.
ParameterTypeRequiredDescription
idstringYesSnoozed contact ID

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Follow-up Tasks

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get_follow_ups

List follow-up tasks with pagination.
ParameterTypeRequiredDescription
pagenumberNoPage number (default 1)
limitnumberNoItems per page (default 10, max 100)
sortstringNoSort field

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Custom Fields

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get_custom_fields

Get all custom field definitions configured for the team. Use these when adding contacts with custom fields. Takes no parameters.

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Analytics

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get_analytics_overview

Get aggregated metrics with growth rates compared to the previous period.
ParameterTypeRequiredDescription
start_datestringYesStart date (ISO 8601)
end_datestringYesEnd date (ISO 8601)
user_idsstring[]NoFilter by user IDs
disposition_idsstring[]NoFilter by disposition IDs

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get_list_performance

Performance metrics grouped by contact list.
ParameterTypeRequiredDescription
start_datestringYesStart date (ISO 8601)
end_datestringYesEnd date (ISO 8601)
user_idsstring[]NoFilter by user IDs
disposition_idsstring[]NoFilter by disposition IDs
pagenumberNoPage number (default 1)
limitnumberNoItems per page (default 10, max 100)
searchstringNoSearch by list name

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get_sdr_performance

Performance metrics grouped by SDR.
ParameterTypeRequiredDescription
start_datestringYesStart date (ISO 8601)
end_datestringYesEnd date (ISO 8601)
user_idsstring[]NoFilter by user IDs
disposition_idsstring[]NoFilter by disposition IDs
pagenumberNoPage number (default 1)
limitnumberNoItems per page (default 10, max 100)
searchstringNoSearch by SDR name or email

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Webhooks

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create_webhook

Create a webhook subscription.
ParameterTypeRequiredDescription
namestringYesDescriptive name
eventsstring[]YesEvent types: CALL_LOGGED, CONTACT_SNOOZED
urlstringYesURL to receive POST requests
dispositionsnumber[]NoFilter CALL_LOGGED events by disposition IDs

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get_webhooks

List all configured webhooks. Takes no parameters.

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get_webhook_by_id

ParameterTypeRequiredDescription
webhook_idstringYesWebhook ID

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update_webhook

ParameterTypeRequiredDescription
webhook_idstringYesWebhook ID
namestringYesDescriptive name
eventsstring[]YesEvent types: CALL_LOGGED, CONTACT_SNOOZED
urlstringYesWebhook URL
dispositionsnumber[]NoFilter CALL_LOGGED by disposition IDs

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delete_webhook

ParameterTypeRequiredDescription
webhook_idstringYesWebhook ID

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get_webhook_events

List available webhook event types and their descriptions. Takes no parameters.

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get_webhook_logs

Get delivery logs for a specific webhook.
ParameterTypeRequiredDescription
webhook_idstringYesWebhook ID
pagenumberNoPage number (default 1)
limitnumberNoItems per page (default 10, max 100)
sortstringNoSort field

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Contact object

Used when creating lists or adding contacts:
FieldTypeRequiredDescription
first_namestringYesContact’s first name
last_namestringNoLast name
emailstringNoEmail address
phone_numbersarrayNoPhone numbers (max 10). Each has type (mobile/direct/office), number, optional country_code and extension
companystringNoCompany name
titlestringNoJob title
linkedinstringNoLinkedIn profile URL
websitestringNoWebsite URL
notesstringNoNotes (max 2,000 characters)
prioritynumberNoPriority
timezonestringNoTimezone
custom_fieldsarrayNoCustom fields (max 10). Each has type (string/number/boolean), label, and optional value