For the complete documentation index, see llms.txt. This page is also available as Markdown.

Tools

Every project MCP tool and built-in workflow prompt for customers, reviews, messages, and reputation data.

The project MCP Server exposes tools an assistant can call on your behalf. Each tool maps to an action inside one project. The assistant sees only tools that match the Read, Write, and Delete scopes you approved during sign-in.

List-style tools return paginated results. When a list is long, the assistant may need to request additional pages to see everything. Ask for narrower date ranges or filters when summaries look incomplete.


Customers

Tool
Permission
What it does

List Customers

Read

Search and filter your customer directory by name, email, tags, lifecycle state, and date ranges

Get Customer

Read

Retrieve one customer with location and tags

Create Customer

Write

Add a new customer with contact details, location, tags, and notes

Update Customer Notes

Write

Change internal notes on a customer record

Update Customer Tags

Write

Attach or replace tags on a customer

Archive Customer

Write

Move a customer to archived state

Unarchive Customer

Write

Restore an archived customer

Unsubscribe Customer

Write

Stop outreach to a customer

Resubscribe Customer

Write

Resume outreach to a previously unsubscribed customer

Cancel Customer Unsent Messages

Write

Cancel queued messages that have not been sent yet for one customer

List Customer Charges

Read

View spend signals recorded for one customer

List Customer Messages

Read

View outbound message history for one customer

List Customer Reviews

Read

View reviews left by one customer

Delete Customer

Delete

Permanently remove a customer record


Review requests

Tool
Permission
What it does

Create Ask

Write

Schedule a review request (email or SMS) with reminders for one customer

Review requests respect your project's strategy, throttles, and unsubscribe rules. The assistant cannot bypass sending limits you configured in the console.


Reviews

Tool
Permission
What it does

List Reviews

Read

Search reviews by score, source, location, tags, reply status, and date ranges

Update Review Visibility

Write

Show or hide a review in your project

Update Review Duplicate Flag

Write

Mark or unmark a review as a duplicate

Mark Review Replied

Write

Record that you replied outside the platform

Reply to Review on Integration

Write

Publish a reply to Google or Facebook when that integration is connected

Update Review Tags

Write

Attach or replace tags on a review

Create Review Share Image

Write

Generate a share graphic from a saved template

Delete Review

Delete

Remove a review from your project

Reply to Review on Integration publishes to connected third-party platforms. The assistant should show you draft replies and wait for confirmation before calling this tool.


Messages

Tool
Permission
What it does

List Messages

Read

Search outbound message history by channel, status, and date

Delete Message

Delete

Remove a message record

New review requests are created with Create Ask, not by adding arbitrary message rows.


Locations

Tool
Permission
What it does

List Locations

Read

View all locations in the project

Get Location

Read

Retrieve one location

Create Location

Write

Add a new location

Update Location

Write

Change location details

Delete Location

Delete

Remove a location


Charges

Tool
Permission
What it does

List Charges

Read

Search spend signals across customers

Create Charge

Write

Record a charge tied to a customer

Delete Charge

Delete

Remove a charge record


Sources

Tool
Permission
What it does

List Sources

Read

View review source catalog

Create Source

Write

Add a new source

Update Source

Write

Rename or reconfigure a source

Delete Source

Delete

Remove a source


Tags

Tool
Permission
What it does

List Tags

Read

View workspace tags

Create Tag

Write

Add a new tag

Update Tag

Write

Rename or reconfigure a tag

Delete Tag

Delete

Remove a tag


Share templates

Tool
Permission
What it does

List Share Templates

Read

View saved layouts for review share graphics

Delete Share Template

Delete

Remove a share template


Built-in workflow prompts

The project server includes prompts (reusable workflow templates) the assistant can invoke. These guide multi-step reputation tasks:

Prompt
Permission
What it does

Reputation Dashboard

Read

Builds a multi-section dashboard with review summary, location leaderboard, outreach health, and items needing attention

Review Velocity

Read

Tracks how fast new reviews arrive, whether pace is accelerating, and optional reviews-per-ask conversion

Triage Negative Reviews

Read

Finds unreplied low-score reviews, ranks urgency, and drafts suggested responses without publishing

Publish Replies to Google/Facebook

Write

Finds unreplied reviews, drafts replies, and publishes to connected platforms after your confirmation

Run a Review Request Campaign

Write

Finds customers matching a segment and schedules review requests after your confirmation

Add a Customer and Request a Review

Write

Creates a customer from details you provide, then schedules a review request

These prompts appear automatically in compatible MCP clients that support server-defined prompts. You can also describe the same workflows in plain language without invoking a prompt by name.


Tool behavior notes

Pagination. List tools accept page and limit parameters. Large directories or long review histories may require multiple calls. Ask the assistant to "show the next page" or narrow the date window.

Filters on List Customers. Useful filters include not-asked (never received a review request), not-reviewed, unsubscribed, archived, and has-charges. Combine with date bounds on signup or last-contact columns.

Filters on List Reviews. Filter by score, source, location, tags, with-replies, without-replies, hidden, and date ranges.

Destructive tools. Tools marked Delete in the tables above, plus archive and unsubscribe actions, change or remove data. Assistants compatible with MCP safety hints will flag these before running.

For setup steps and example chat prompts, see MCP Server.

Last updated