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
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
Delete Customer is irreversible. Review the record before approving.
Review requests
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
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
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
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
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
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
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
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:
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.
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