Tool Reference - Salesfinity API Docs

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

Contact Lists

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.

Parameter	Type	Required	Description
`search`	string	No	Search lists by name (case-insensitive)
`user`	string	No	Filter by user ID
`sort`	string	No	Sort by field. Prefix with `-` for descending. Default: `-createdAt`
`page`	number	No	Page number (default 1)
`limit`	number	No	Items per page (default 10, max 100)

get_contact_list_by_id

Get a single contact list with all its contacts. Supports searching, sorting, and paginating the contacts within the list.

Parameter	Type	Required	Description
`id`	string	Yes	Contact list ID
`search`	string	No	Search contacts by first name, last name, email, or company
`sort`	string	No	Sort contacts by field. Prefix with `-` for descending
`page`	number	No	Page number for contacts (default 1)
`limit`	number	No	Contacts per page (default 50)

create_contact_list

Create a new contact list with contacts. Maximum 2,000 contacts per list.

Parameter	Type	Required	Description
`name`	string	Yes	List name (1–100 characters)
`user_id`	string	Yes	User ID who will own this list
`contacts`	array	Yes	Array of contact objects (see Contact object)

add_contact_to_list

Add a single contact to an existing list. After adding, call reimport_contacts to include them in the dialing queue.

Parameter	Type	Required	Description
`list_id`	string	Yes	Contact list ID
All contact fields	—	—	See Contact object

remove_contact_from_list

Remove a contact from a list.

Parameter	Type	Required	Description
`list_id`	string	Yes	Contact list ID
`contact_id`	string	Yes	Contact ID to remove

delete_contact_list

Permanently delete a contact list and all its contacts. This action is irreversible.

Parameter	Type	Required	Description
`list_id`	string	Yes	Contact list ID to delete

reimport_contacts

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

Parameter	Type	Required	Description
`list_id`	string	Yes	Contact list ID to reimport

Team

get_team

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

Call Logs

get_call_logs

Search and filter call logs with extensive filtering options.

Parameter	Type	Required	Description
`page`	number	No	Page number (default 1)
`limit`	number	No	Items per page (1–100, default 10)
`sort`	string	No	Sort field. Default: `-createdAt`
`start_date`	string	No	Filter start date (ISO 8601)
`end_date`	string	No	Filter end date (ISO 8601)
`outcome`	string	No	Filter by outcome: `answered`, `no-answer`, `cancelled`
`direction`	string	No	Filter by direction: `inbound`, `outbound`
`min_duration`	number	No	Minimum call duration (seconds)
`max_duration`	number	No	Maximum call duration (seconds)
`has_recording`	boolean	No	Filter by recording availability
`answered_by`	string	No	Filter by who answered: `human`, `machine_start`
`is_completed`	boolean	No	Filter by completion status
`disposition_ids`	number[]	No	Filter by disposition IDs
`exclude_negative_dispositions`	boolean	No	Only return positive dispositions
`user_ids`	string[]	No	Filter by user IDs
`contact_list_ids`	string[]	No	Filter by contact list IDs
`sequences`	string[]	No	Filter by sequence IDs
`search`	string	No	Full-text search across contact name, company, phone

get_call_log_by_id

Get a specific call log by its ID.

Parameter	Type	Required	Description
`id`	string	Yes	Call log ID

Scored Calls

get_scored_calls

List AI-scored calls with insights, scoring facets, and coaching recommendations.

Parameter	Type	Required	Description
`page`	number	No	Page number (default 1)
`limit`	number	No	Items per page (1–100, default 10)
`sort`	string	No	Sort field. Default: `-createdAt`
`start_date`	string	No	Filter start date (ISO 8601)
`end_date`	string	No	Filter end date (ISO 8601)
`min_score`	number	No	Minimum total score (0–100)
`max_score`	number	No	Maximum total score (0–100)
`user_id`	string	No	Filter by user ID

get_scored_call_by_id

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

Parameter	Type	Required	Description
`id`	string	Yes	Scored call ID

Dispositions

get_dispositions

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

get_disposition_by_id

Get a specific disposition by ID.

Parameter	Type	Required	Description
`id`	string	Yes	Disposition ID

Sequences

get_sequences

List all sequences with pagination.

Parameter	Type	Required	Description
`page`	number	No	Page number (default 1)
`limit`	number	No	Items per page (default 10, max 100)

get_sequence_by_id

Get a specific sequence by ID.

Parameter	Type	Required	Description
`id`	string	Yes	Sequence ID

Snoozed Contacts

get_snoozed_contacts

List snoozed contacts with filtering.

Parameter	Type	Required	Description
`page`	number	No	Page number (default 1)
`limit`	number	No	Items per page (default 10, max 100)
`sort`	string	No	Sort field
`linkedin_username`	string	No	Filter by LinkedIn username
`external_contact_id`	string	No	Filter by external CRM contact ID
`email`	string	No	Filter by email
`phone_number`	string	No	Filter by phone number

get_snoozed_contact_by_id

Parameter	Type	Required	Description
`id`	string	Yes	Snoozed contact ID

get_snoozed_contact_by_linkedin

Look up a snoozed contact by LinkedIn username.

Parameter	Type	Required	Description
`username`	string	Yes	LinkedIn username

update_snoozed_contact

Update a snoozed contact’s details or extend the snooze duration.

Parameter	Type	Required	Description
`id`	string	Yes	Snoozed contact ID
`linkedin_username`	string	No	LinkedIn username
`external_contact_id`	string	No	External CRM contact ID
`email`	string	No	Email address
`phone_number`	string	No	Phone number
`snooze_until`	string	No	New snooze expiration (ISO 8601)

delete_snoozed_contact

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

Parameter	Type	Required	Description
`id`	string	Yes	Snoozed contact ID

Follow-up Tasks

get_follow_ups

List follow-up tasks with pagination.

Parameter	Type	Required	Description
`page`	number	No	Page number (default 1)
`limit`	number	No	Items per page (default 10, max 100)
`sort`	string	No	Sort field

Custom Fields

get_custom_fields

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

Analytics

get_analytics_overview

Get aggregated metrics with growth rates compared to the previous period.

Parameter	Type	Required	Description
`start_date`	string	Yes	Start date (ISO 8601)
`end_date`	string	Yes	End date (ISO 8601)
`user_ids`	string[]	No	Filter by user IDs
`disposition_ids`	string[]	No	Filter by disposition IDs

get_list_performance

Performance metrics grouped by contact list.

Parameter	Type	Required	Description
`start_date`	string	Yes	Start date (ISO 8601)
`end_date`	string	Yes	End date (ISO 8601)
`user_ids`	string[]	No	Filter by user IDs
`disposition_ids`	string[]	No	Filter by disposition IDs
`page`	number	No	Page number (default 1)
`limit`	number	No	Items per page (default 10, max 100)
`search`	string	No	Search by list name

get_sdr_performance

Performance metrics grouped by SDR.

Parameter	Type	Required	Description
`start_date`	string	Yes	Start date (ISO 8601)
`end_date`	string	Yes	End date (ISO 8601)
`user_ids`	string[]	No	Filter by user IDs
`disposition_ids`	string[]	No	Filter by disposition IDs
`page`	number	No	Page number (default 1)
`limit`	number	No	Items per page (default 10, max 100)
`search`	string	No	Search by SDR name or email

Webhooks

create_webhook

Create a webhook subscription.

Parameter	Type	Required	Description
`name`	string	Yes	Descriptive name
`events`	string[]	Yes	Event types: `CALL_LOGGED`, `CONTACT_SNOOZED`
`url`	string	Yes	URL to receive POST requests
`dispositions`	number[]	No	Filter `CALL_LOGGED` events by disposition IDs

get_webhooks

List all configured webhooks. Takes no parameters.

get_webhook_by_id

Parameter	Type	Required	Description
`webhook_id`	string	Yes	Webhook ID

update_webhook

Parameter	Type	Required	Description
`webhook_id`	string	Yes	Webhook ID
`name`	string	Yes	Descriptive name
`events`	string[]	Yes	Event types: `CALL_LOGGED`, `CONTACT_SNOOZED`
`url`	string	Yes	Webhook URL
`dispositions`	number[]	No	Filter `CALL_LOGGED` by disposition IDs

delete_webhook

Parameter	Type	Required	Description
`webhook_id`	string	Yes	Webhook ID

get_webhook_events

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

get_webhook_logs

Get delivery logs for a specific webhook.

Parameter	Type	Required	Description
`webhook_id`	string	Yes	Webhook ID
`page`	number	No	Page number (default 1)
`limit`	number	No	Items per page (default 10, max 100)
`sort`	string	No	Sort field

Contact object

Used when creating lists or adding contacts:

Field	Type	Required	Description
`first_name`	string	Yes	Contact’s first name
`last_name`	string	No	Last name
`email`	string	No	Email address
`phone_numbers`	array	No	Phone numbers (max 10). Each has `type` (`mobile`/`direct`/`office`), `number`, optional `country_code` and `extension`
`company`	string	No	Company name
`title`	string	No	Job title
`linkedin`	string	No	LinkedIn profile URL
`website`	string	No	Website URL
`notes`	string	No	Notes (max 2,000 characters)
`priority`	number	No	Priority
`timezone`	string	No	Timezone
`custom_fields`	array	No	Custom fields (max 10). Each has `type` (`string`/`number`/`boolean`), `label`, and optional `value`

​Contact Lists

​get_contact_lists

​get_contact_list_by_id

​create_contact_list

​add_contact_to_list

​remove_contact_from_list

​delete_contact_list

​reimport_contacts

​Team

​get_team

​Call Logs

​get_call_logs

​get_call_log_by_id

​Scored Calls

​get_scored_calls

​get_scored_call_by_id

​Dispositions

​get_dispositions

​get_disposition_by_id

​Sequences

​get_sequences

​get_sequence_by_id

​Snoozed Contacts

​get_snoozed_contacts

​get_snoozed_contact_by_id

​get_snoozed_contact_by_linkedin

​update_snoozed_contact

​delete_snoozed_contact

​Follow-up Tasks

​get_follow_ups

​Custom Fields

​get_custom_fields

​Analytics

​get_analytics_overview

​get_list_performance

​get_sdr_performance

​Webhooks

​create_webhook

​get_webhooks

​get_webhook_by_id

​update_webhook

​delete_webhook

​get_webhook_events

​get_webhook_logs

​Contact object