Tools reference

Tandem's MCP server exposes 28 tools to agents, plus 6 that only signed-in people can use. The same operations are available over the REST API at POST /v1/ops/<name>, with the same inputs and results.

An agent only sees the tools its permissions allow: a read-only connection never even lists the write tools. Every tool's description is written for a model choosing between tools, and is reproduced here exactly as the server sends it.

Orient and read

Learn the workspace's shape, find records and read them with their context.

Tool	Kind	Scope	What it does
`describe_schema`	read	`crm:read`	Describe the record types, fields, deal stages and activity types in this workspace.
`search`	read	`crm:read`	Find companies, people and deals by name, domain, email or title.
`list_records`	read	`crm:read`	List companies, people or deals, most recently changed first, with who changed each one last.
`get_record`	read	`crm:read`	Get one company, person or deal with the context you need to act on it: related people, deals and company, the 10 most recent activities, and who changed which fields recently.
`get_pipeline`	read	`crm:read`	The deal pipeline at a glance: every open and closed deal grouped by stage, with counts and totals per stage.
`list_changes`	read	`crm:read`	Read the change feed: every write in this workspace, with who made it and which fields changed.

Companies and people

Create or update records without duplicates, and fill gaps from websites and your own tools.

Tool	Kind	Scope	What it does
`upsert_company`	write	`crm:write`	Create a company, or update it if one with the same domain already exists.
`enrich_company`	write	`crm:write`	Fill logo, description and social links from a company's own website.
`upsert_person`	write	`crm:write`	Create a person (contact), or update them if one with the same email already exists.
`list_enrichment_queue`	read	`crm:read`	Find incomplete people and companies or stale website enrichment.

Deals

Open deals, move them through stages and record who is involved.

Tool	Kind	Scope	What it does
`create_deal`	write	`crm:write`	Create a deal (opportunity) in the pipeline.
`update_deal`	write	`crm:write`	Update a deal: move it to another stage, change its amount, rename it, or set custom fields.
`set_deal_contact`	write	`crm:write`	Add a person to a deal, or change their role on it: who the champion is, who decides, who signs.
`remove_deal_contact`	write	`crm:write`	Take a person off a deal.

Activity and tasks

Log what happened and book what happens next.

Tool	Kind	Scope	What it does
`log_activity`	write	`crm:write`	Record a note, email, call or meeting against a company, person or deal.
`create_task`	write	`crm:write`	Book a next step, optionally linked to one record and a signal.
`update_task`	write	`crm:write`	Change only supplied task fields.
`complete_task`	write	`crm:write`	Complete a task once; an optional outcome also logs a note on its linked record in the same transaction.
`list_tasks`	read	`crm:read`	Read next steps, overdue first and undated last.

Buying signals

Record evidence that an account may buy now, ranked by timing and strength.

Tool	Kind	Scope	What it does
`record_signal`	write	`crm:write`	Record an observed buying signal with a one-line why-now and evidence URL.
`list_signals`	read	`crm:read`	Rank buying signals by timing × distinct signal types on the account.
`update_signal`	write	`crm:write`	Dismiss a signal or mark it converted after creating a deal.
`convert_signal`	write	`crm:write` (people only)	Create a deal for a signal's company and mark it converted atomically.

Suggestions

Propose a change for a person to approve instead of making it.

Tool	Kind	Scope	What it does
`suggest_change`	write	`crm:suggest`	Propose a change for a person to approve instead of making it.
`list_suggestions`	read	`crm:read`	List proposed changes and whether they were approved or rejected.
`review_suggestion`	write	`crm:write` (people only)	Approve or reject a suggested change.

Custom fields

Typed fields of your own on companies, people and deals.

Tool	Kind	Scope	What it does
`list_fields`	read	`crm:read` (people only)	The custom fields defined for companies, people and deals.
`define_field`	write	`crm:write` (people only)	Add a custom field to companies, people or deals, or change an existing one's label, options or description.
`archive_field`	write	`crm:write` (people only)	Hide a custom field.
`set_custom_fields`	write	`crm:write`	Set custom field values on one company, person or deal by id.

Do-not-contact

Emails and domains nobody may enrich or contact.

Tool	Kind	Scope	What it does
`add_suppression`	write	`crm:write`	Prevent outreach to an email or domain, including when someone asks not to be contacted.
`remove_suppression`	write	`crm:delete` (people only)	Remove a do-not-contact entry.
`list_suppressions`	read	`crm:read`	Read the do-not-contact list before enriching contacts or preparing outreach.

Deleting

Soft-delete records; admins can restore them.

Tool	Kind	Scope	What it does
`delete_record`	write	`crm:delete`	Soft-delete a company, person or deal.

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