Tools Reference

All 39 tools exposed by the Outdoo MCP server.

• Organizations: 8 tools
• Conversations: 8 tools
• CRMs: 23 tools

Common query parameters (Conversations & CRMs)
Most tools accept the same set of filter parameters. Unless noted otherwise, all filters are optional.

Organizations

Tools for retrieving company profile, structure, and user information from your Outdoo workspace.

• /organizations_get_company_description

Fetch high-level company profile and descriptive metadata.

Returns company identity (name, website, location, founded year), business context (description, industry, tags), scale indicators (revenue range, employee count), and technology stack.

# Claude Code prompt
Get the company description for my workspace.

# Python
params = {"params": {"limit": 1}}

• /organizations_get_company_model

Get the business model information for the company.

Returns the company's business model, revenue model, and go-to-market structure.

• /organizations_get_company_sources

Get the company's lead and customer sources.

Returns information about where the company's customers and leads originate from.

• /organizations_get_company_target

Get the company's target market and ideal customer profile.

Returns ICP details, target verticals, firmographics, and personas the company sells to.

• /organizations_get_person_manager

Get the manager of a specific person in the organization.

Useful for understanding reporting structure and routing conversations to the right escalation path.

• /organizations_search_users

Search users in your Outdoo workspace by name or email.

Returns matching users with their IDs. User IDs are needed to filter conversations and CRM data by rep.

# Example use case: find a rep's user_id to filter their calls
Find the user ID for Sachin Sinha.

• /organizations_query_inside_attachment

Query and search inside document attachments in your workspace.

Allows semantic search over uploaded documents — useful for finding content in playbooks, battlecards, or uploaded PDFs.

• /organizations_answer_user_query_related_to_outdoo

Answer general questions about Outdoo AI, its product, and capabilities.

Useful for building internal chatbots or help flows that answer questions about Outdoo's own product using the workspace's knowledge base.

Conversations Conversations

Tools for retrieving and analyzing calls, meetings, and emails recorded in your Outdoo workspace. All tools accept the common query parameters described at the top of this page.

• /conversations_get_conversations_by_fields

Retrieve full conversation records with all stored fields, including transcripts and metadata.

The most complete conversation retrieval tool. Use when you need raw content, speaker transcripts, or full metadata. For summaries or insights, prefer the narrower tools below.

Note on response size
Full transcripts are very large. Set a small limit (1–5) when fetching full records, or use summary/key-point tools for larger date ranges.

# Get today's external calls with full transcript
Get full conversation records for external calls from today.

• /conversations_get_conversation_summaries_by_fields

Retrieve concise summaries and structured outlines for conversations.

Returns a brief overview of each conversation — suitable for list views, weekly digests, or report generation where you need breadth over depth.

# Weekly digest example
Summarize all external conversations from the last 7 days.

• /conversations_get_key_points

Extract the most important takeaways from conversations.

Returns high-signal highlights — customer needs, solutions discussed, feedback, and next goals. Ideal for executive summaries and quick review flows.

# Example prompt
What were the key points from calls this week?

• /conversations_get_next_steps

Retrieve action items, follow-ups, and committed next steps with due dates.

Returns structured follow-up tasks with personResponsible, dueDate, and priority. Essential for tracking commitments made during calls.

# Track overdue follow-ups
Show me all next steps from this week's calls that have a due date.

• /conversations_get_conversation_topics

Identify the purpose and main discussion topics of each conversation.

Returns topic labels with timestamps (start/end of each topic segment). Useful for categorization, thematic analysis, and routing.

# Thematic analysis
What topics came up most frequently in calls this month?

• /conversations_get_call_customer_insights

Extract customer-facing insights: pain points, interests, objections, stakeholders, competitors, and pricing discussions.

The most useful tool for sales and CS workflows. Returns per-participant insights including:

• Interests — what the prospect is trying to achieve

• Pain points — current frustrations or blockers

• Decision-making process — who else is involved, what's the approval path

• Competitors discussed — other tools being evaluated

• Budget / pricing discussions — any pricing signals or constraints

• Person of interest — role classification (Champion, Decision Maker, Influencer, End User)

# Account review prompt
Get customer insights for all external calls this week and
identify decision makers and any budget discussions.

• /conversations_get_conversations_ids_by_vector_search

Find conversations by semantic similarity to a natural language query.

Uses vector embeddings to search conversation content. Returns conversation IDs that can be passed to other tools. Use when you need topic-based retrieval rather than date-based filtering.

# Semantic search
Find all conversations where customers asked about HubSpot integration.

• /conversations_get_crm_associations_of_conversations

Get the CRM objects (deals, contacts, accounts) linked to each conversation.

Returns the HubSpot/CRM IDs associated with each conversation — useful for joining conversation data with deal pipeline data.

# Join conversations to deals
Which deals had conversations this week? Show me the deal IDs.

CRMs

Tools for reading deals, contacts, accounts, pipelines, and stages from your connected CRM (HubSpot or similar). All data is read-only via MCP.

Accounts

• /crms_get_all_accounts

Retrieve all accounts from your CRM.

• /crms_get_accounts_by_ids

Fetch specific accounts by their CRM IDs.

• /crms_get_accounts_with_related_data

Get accounts with their associated contacts and deals.

Returns a richer view of each account including linked contacts and deal history. Use for account review workflows.

• /crms_search_accounts_by_name

Search accounts by company name.

# Find Trustlocal's account ID
Search for account named "Trustlocal".

Contacts

• /crms_get_all_contacts

Retrieve all contacts from your CRM.

• /crms_get_contacts_by_ids

Fetch specific contacts by their CRM IDs.

• /crms_get_contacts_by_account_ids

Get all contacts belonging to specific accounts.

• /crms_get_contacts_with_related_data

Get contacts with associated deals and account data.

Returns enriched contact records including their linked accounts and open/closed deals.

• /crms_search_contacts_by_name_email

Search contacts by name or email address.

# Find a contact
Search for contact "Karen Santos".

Deals

• /crms_get_all_deals

Retrieve all deals from your CRM pipeline.

• /crms_get_deals_by_ids

Fetch specific deals by their CRM IDs.

• /crms_get_deals_with_related_data

Get deals with associated contacts, accounts, and activities.

Returns an enriched deal view including linked contacts, account info, and recent activity. Best for deal review and prep workflows.

# Pre-meeting deal prep
Get full deal details including contacts for the Trustlocal deal.

• /crms_get_deals_by_close_date_range

Get deals closing within a specified date range.

# End of quarter pipeline
Show me all deals closing before June 30, 2026.

• /crms_get_deals_by_owner_ids

Get all deals owned by specific reps.

• /crms_get_deals_by_pipeline_ids

Get deals filtered by pipeline.

• /crms_get_deals_by_stage_ids

Get deals at specific pipeline stages.

• /crms_get_high_value_deals

Retrieve deals above a value threshold — your highest-priority opportunities.

Returns deals ranked by deal value. Use for executive pipeline reviews and prioritization workflows.

# Executive pipeline review
Show me the top high-value deals in the pipeline right now.

• /crms_get_future_meetings_of_deals

Get upcoming scheduled meetings for deals.

Returns future meetings associated with open deals — useful for pre-call prep and pipeline coverage checks.

# What deals have meetings scheduled next week?
Show me upcoming meetings for all open deals.

• /crms_search_deals_by_name

Search deals by name.

Pipeline & Metadata

• /crms_get_all_pipelines

Get all configured sales pipelines.

Returns pipeline names and IDs. Run this first to discover pipeline IDs for use in get_deals_by_pipeline_ids.

• /crms_get_all_stages

Get all deal stages across your pipelines.

Returns stage names and IDs. Use to discover stage IDs for use in get_deals_by_stage_ids.

• /crms_get_all_owners

Get all deal owners (reps) from your CRM.

Returns owner names and IDs. Use to discover owner IDs for use in get_deals_by_owner_ids.

• /crms_get_crm_summary_statistics

Get aggregate CRM statistics — deal counts, values, conversion rates.

Returns a high-level summary of your CRM health. Use for board reports or weekly pipeline snapshots.

# Quick pipeline health check
Give me a summary of our CRM statistics.

• /crms_get_available_crm_custom_fields_and_enums

List all custom fields and their allowed values configured in your CRM.

Useful for understanding what custom properties are available before querying or filtering deals and contacts.

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