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MCP server

MCP tools

The 65 tools Finn's MCP server at https://mcp.hirefinn.ai/mcp can offer an AI app. A key only sees the tools its scopes allow. To connect a client, see the MCP server guide.

Finn agents

  • create_finn

    Create a new Finn (voice or chat agent) as a draft from a name and persona.

    finn · writes

  • duplicate_finn

    Copy an existing Finn as a new draft.

    finn · writes

  • generate_finn

    Generate a complete draft Finn from a plain-language brief.

    finn · writes

  • get_finn

    Read one Finn's configuration.

    finn · read only

  • get_finn_flow

    Show a Finn's call flow canvas and whether it is on.

    finn · read only

  • get_finn_settings

    Read a Finn's handbook toggles, speech settings and knowledge-base documents.

    finn · read only

  • get_finn_stats

    Call totals and rates for one Finn over a date range.

    finn · read only

  • get_finn_variables

    List a Finn's placeholders, CSV mappings and post-call fields.

    finn · read only

  • get_share_link

    Get (or create) a Finn's public talk-to-it link.

    finn · writes

  • list_finns

    List your Finns, newest first.

    finn · read only

  • list_orgs

    Show which organizations your key belongs to and your role in each.

    finn · read only

  • list_voices

    List the voice ids a Finn can speak with.

    finn · read only

  • set_finn_flow_enabled

    Choose whether a draft voice Finn follows its call flow canvas or its prompt.

    finn · writes

  • summarize_finn_outcomes

    Totals of what a Finn extracted after its calls over a date range.

    finn · read only

  • update_finn_draft

    Edit a draft Finn's prompt, voice, language and call handling.

    finn · writes

  • update_finn_handbook

    Turn agent handbook guidelines on or off for a draft Finn.

    finn · writes

  • update_finn_speech_settings

    Tune how a draft voice Finn sounds and takes turns.

    finn · writes

  • update_finn_variables

    Map a draft Finn's placeholders to CSV columns and set its post-call fields.

    finn · writes

CRM

  • crm_get_schema

    The CRM's setup: record kinds, stages, fields, document types and filters.

    crm:read · read only

  • crm_search_records

    Find CRM records by free text or a filter.

    crm:read · read only

  • crm_count_records

    Count records matching a filter, optionally per stage.

    crm:read · read only

  • crm_get_record

    One record in full: fields, stage, assignee, sections and links.

    crm:read · read only

  • crm_get_timeline

    A record's timeline: notes, stage and field changes, call summaries.

    crm:read · read only

  • crm_get_stage_gate

    What a record still needs before it can move to a stage.

    crm:read · read only

  • crm_list_documents

    A record's documents, files and forms checklist.

    crm:read · read only

  • crm_list_forms

    The organization's form templates.

    crm:read · read only

  • crm_get_form_submissions

    A record's submitted forms and saved drafts, with answers.

    crm:sensitive:read · read only

  • crm_list_follow_ups

    Follow-up tasks: yours, the team's or unassigned, by status.

    crm:read · read only

  • crm_my_work

    The user's work queue: assigned records that need action now.

    crm:read · read only

  • crm_list_views

    The organization's saved CRM views (named filters).

    crm:read · read only

  • crm_get_pipeline_stats

    Pipeline overview: records per stage, a summary and response speed.

    crm:read · read only

  • crm_find_duplicates

    Records that look like duplicates of each other.

    crm:read · read only

  • crm_ask

    Ask a question about the records in plain English; get a filter and a count.

    crm:read · read only

  • crm_add_note

    Add a comment to a record's timeline.

    crm:write · writes

  • crm_create_follow_up

    Create a follow-up task on a record.

    crm:write · writes

  • crm_update_follow_up

    Complete, cancel, snooze or edit a follow-up.

    crm:write · writes

  • crm_create_record

    Add a new record to the CRM.

    crm:write · writes

  • crm_update_fields

    Change a record's name, tags or custom fields.

    crm:write · writes

  • crm_tick_stage_check

    Tick or untick a check a stage needs.

    crm:write · writes

  • crm_assign_reference_no

    Give a record its reference number.

    crm:write · writes

  • crm_assign_case_id

    Older name for crm_assign_reference_no.

    crm:write · writes

  • crm_set_document_status

    Mark a required document verified, rejected or missing.

    crm:write · writes

  • crm_save_form_draft

    Save form answers on a record as a draft for a person to submit.

    crm:write · writes

  • crm_save_view

    Save a filter as one of the user's own record views.

    crm:write · writes

  • crm_draft_document

    Start an AI draft of a document from a template for a record.

    crm:write · writes

  • crm_move_stage

    Move a record to another pipeline stage, after the user approves.

    crm:stage · writes · confirm step

  • crm_submit_form

    Submit a form on a record as the user, after they approve.

    crm:stage · writes · confirm step

  • crm_attach_document

    Attach a file (up to 5 MB) to a record.

    crm:docs:write · writes

  • crm_create_outside_party_link

    Make a form or upload link for someone outside Finn, after the user approves.

    crm:share · writes · confirm step

  • crm_import_csv

    Import up to 500 sheet rows into the CRM in three steps.

    crm:import · writes · confirm step

Chat inbox

  • list_conversations

    The organization's chat inbox, newest first.

    chat:read or chat:write · read only

  • read_conversation

    One conversation: contact, channel, status and latest messages.

    chat:read or chat:write · read only

  • send_message_to_contact

    Send a chat message to a customer; may be held for approval.

    chat:write · writes · can be held for approval

Operator agents and approvals

  • list_operator_agents

    The organization's Operator agents and their status.

    operator:read or operator:write or operator:build · read only

  • get_case_status

    Where an Operator case stands and its latest events.

    operator:read or operator:write or operator:build · read only

  • start_operator_case

    Ask an Operator agent to work a case on one record; may be held for approval.

    operator:write · writes · can be held for approval

  • draft_operator_agent

    Turn a plain job description into an unpublished Operator agent draft.

    operator:build · writes

  • test_operator_agent

    Run an Operator agent's draft on a test case that reaches no customer.

    operator:build · writes

  • whats_waiting_for_approval

    Check a held action, or list the organization's approvals inbox.

    approvals:read or chat:write or operator:write · read only

Calls and campaigns

  • list_calls

    The organization's Finn phone calls, filtered and paged.

    voice:read or voice:write · read only · planned for R2

  • get_call

    One phone call: status, duration, AI analysis and charge.

    voice:read or voice:write · read only · planned for R2

  • place_call

    Have a Finn phone one number now; may be held for approval.

    voice:write · writes · can be held for approval · planned for R2

  • list_campaigns

    The organization's calling campaigns and their status.

    voice:read or voice:write · read only · planned for R2

  • get_campaign

    One calling campaign: status, progress and analytics.

    voice:read or voice:write · read only · planned for R2

  • start_campaign

    Have a Finn call every contact in an audience; always held for approval.

    voice:write · writes · can be held for approval · planned for R2