MCP tools reference
Every tool the Harmonia MCP server exposes — read, write, comms, admin.
The live tool list lives in the app at Settings → MCP → Docs, and
auto-updates as we add tools. This page summarizes the surface for
public reference. Scopes are enforced server-side — sending the wrong
scope returns unauthorized.
Reads (mcp:read)
| Tool | Purpose |
|---|---|
contacts.list | Filter / paginate contacts |
contacts.get | Fetch one contact by id |
contacts.search | Free-text search across contacts |
accounts.list | Filter / paginate accounts |
accounts.get | Fetch one account |
opportunities.list | Filter / paginate deals |
opportunities.get | Fetch one deal with timeline |
pipelines.list | List all pipelines + stages |
conversations.list | Filter inbox threads |
conversations.get | Read a thread |
calendars.list | List bookable calendars |
appointments.list | List bookings |
tasks.list | List tasks |
notes.list | List notes |
reports.run | Run a saved report |
Writes (mcp:write)
| Tool | Purpose |
|---|---|
contacts.create | Create a contact |
contacts.update | Update fields |
contacts.tag | Add / remove tags |
accounts.create | Create an account |
accounts.update | Update fields |
opportunities.create | Open a deal |
opportunities.update | Update fields |
opportunities.move_stage | Move a deal to a new stage |
tasks.create | Create a task |
notes.create | Add a note |
appointments.create | Book an appointment |
workflows.run | Trigger a workflow manually |
Comms (mcp:comms)
Every comm tool is gated by the tenant outbound kill switch. If
your org has the switch off (the default for new tenants), these tools
return outbound_disabled regardless of scope.
| Tool | Purpose |
|---|---|
email.send | Send an email |
sms.send | Send a text message |
calls.place | Place an outbound call (with TwiML/transfer logic) |
conversations.reply | Reply to an inbox thread |
Admin (mcp:admin)
| Tool | Purpose |
|---|---|
users.list | List org members |
users.invite | Invite a new user |
audit_log.list | Read the audit log |
org.update_settings | Update org-level settings |
Prompt templates
The MCP server also exposes named prompts that Claude can run on demand:
| Prompt | Args | Output |
|---|---|---|
daily_pipeline_brief | — | 5-bullet summary of in-progress deals |
stale_deal_alert | days_stale (default 14) | Untouched deals + next steps |
lender_match_brief | opportunity_id | Two-paragraph submission brief |
Audit log
Every tool call (read or write) is logged to your org's audit table. View it at Settings → MCP → Audit.