Overview
This page lists every tool that the Every admin MCP server (https://admin-mcp.every.ai) gives to an MCP client that is not ChatGPT or Claude. ChatGPT and Claude get a reviewed subset of the same tools. The list is generated from the live server, so the names, inputs and classifications match what a client receives.
- Transport: Streamable HTTP at the root URL.
- Authentication: OAuth 2.1 through Clerk (dynamic client registration, authorization code with PKCE,
offline_accessrefresh), or an organization API key for headless use. Every tool acts only inside the signed-in member’s organization. - Read-only access: an API key can be limited to read permissions. An OAuth connection gets the member’s normal permissions in Every.
- Rate limits: an API key is limited to 120 requests per minute by default. An admin can change this per key. OAuth connections use the member’s normal plan limits.
ask_assistantuses the organization’s AI credits.
How tools are classified
| Class | Meaning | What Every does |
|---|---|---|
| Read | Returns information. Changes no data, account state or permissions. | Runs at once. |
| Write | Creates or changes data inside Every. | The first call returns a short confirmation phrase. Call the same tool again with confirmation set to that phrase. |
| Sensitive write | Sends something to another person, deletes or voids a record, or changes what can happen automatically. | Tools marked “Approve in the Every app” wait until the member approves the exact action in Every. The call returns a pending result. After approval, repeat the same call with the same arguments before the approval expires. A changed argument creates a new request. Hosts should ask the user before every call to a sensitive write. |
record_payment records a payment that already happened, and invoices are paid outside the MCP connection.
Results, errors and retries
- A tool that does not do what it was asked returns
isError: truewithstructuredContent.error = {code, message}. Codes are stable. Examples:not_found,invalid_request,reauthorization_required. - A pending approval, a denied approval or an expired approval is reported as an error that says that nothing changed.
- Tools that take an
operation_id(a UUID that you choose) are safe to retry: repeat the same call with the sameoperation_idafter an uncertain response, and the action runs at most once. - Older argument names that were renamed are still accepted, but only the current names are advertised.
Tools
Inputs marked * are required. The transport fieldconfirmation is not listed.
Home and setup
| Tool | Class | What it does | Inputs | Every approval |
|---|---|---|---|---|
open_every_workspace | Read | Open the user’s Every home: setup, Priorities and suggested conversations. | view, entity_type, entity_id | None |
get_workspace_setup | Read | Read current setup readiness and a bounded Business DNA summary without starting scans, minting links or changing settings. | None | None |
get_workspace_priorities | Read | Read your current ranked Priorities with scoped context for an Ask Every conversation. | None | None |
get_home | Read | Show the first-run getting-started overview of Every’s features and setup. | None | None |
get_started | Read | Use this when a newly connected user wants to get started or set up Business DNA. | None | None |
what_every_does | Read | Use this for high-level capability questions about Every. | None | None |
setup_business_context | Read | Same as get_started. Kept for clients that use the older name. | None | None |
save_business_info | Write | Save basic business information gathered during onboarding. | info*, replace_existing | Confirmation phrase |
business_settings | Read | Get business settings: name, address, default currency, timezone, tax rates with IDs, and subdomain. | None | None |
get_signup_status | Read | Check whether the user’s Every signup is finished, and what is needed to finish it. | include_optional_setup_url | None |
complete_signup | Write | Finish the user’s Every signup with the profile the user confirmed. | organization_name*, description, public_links | Confirmation phrase |
ask_assistant | Read | Ask the Every assistant a read-only question about the workspace. It cannot change data. | message* | None |
People and Companies
| Tool | Class | What it does | Inputs | Every approval |
|---|---|---|---|---|
list_people | Read | Search People by name, email, phone or employer. | query, archived, limit, offset, filters, order_by | None |
view_person | Read | Read one Person, their email/phone methods, Companies, avatar and current versions. | person_id* | None |
create_person | Write | Create a Person with a name and optional multiple methods or Company relationships, atomically. | command*, prospecting_suppressed | Confirmation phrase |
update_person | Write | Edit or archive a Person atomically using expected_version from view_person and an operation_id UUID. | person_id, command, prospecting_suppressed | Confirmation phrase |
delete_person | Sensitive write | Permanently delete a Person and their email/phone methods and Company relationships; an active Person is archived first. | person_id, expected_version, operation_id* | Approve in the Every app |
redact_person_history | Sensitive write | Remove a permanently deleted Person’s name from the activity history: their own events, events linked to them, their Deals’ events and the re-import record. | person_id, operation_id | Approve in the Every app |
list_companies | Read | Search Companies. | query, archived, limit, offset, filters, order_by | None |
view_company | Read | Read one Company, its methods, associated People, avatar and current versions. | company_id* | None |
create_company | Write | Create a real Company with a name and optional email/phone methods or existing People relationships, atomically. | command* | Confirmation phrase |
update_company | Write | Edit or archive a Company atomically using expected_version from view_company and an operation_id UUID. | company_id, command | Confirmation phrase |
delete_company | Sensitive write | Permanently delete a Company and its owned profile methods/relationships. | company_id, expected_version, operation_id* | Approve in the Every app |
end_affiliation | Sensitive write | End a Person’s relationship to a Company. | person_id, company_id, expected_person_version, expected_affiliation_version, operation_id* | Approve in the Every app |
get_recipient_defaults | Read | Read invoice/proposal To and CC defaults, addresses explicitly set to none, the effective recipients in force, eligible method IDs and configuration version. | party_kind, party_id, document_kind* | None |
set_recipient_defaults | Write | Set explicit To/CC email-method IDs, and none_method_ids for addresses that must not receive, using the current configuration version from get_recipient_defaults. | party_kind, party_id, document_kind, command | Confirmation phrase |
view_entity_timeline | Read | Read a Person, Company, or Deal’s activity timeline — emails, logged interactions, stage changes, and agent actions, newest first. | entity_type, entity_id, scope, limit, before, before_id | None |
get_entity_counts | Read | Exact counts of People, Companies, invoices, expenses, proposals, and active Deals you can access. | None | None |
Deals and pipeline
| Tool | Class | What it does | Inputs | Every approval |
|---|---|---|---|---|
get_pipeline_summary | Read | Summarize active deal counts, linked value by stage, and pending-review count. | None | None |
get_pipeline_settings | Read | Read the org’s pipeline (sales stage) settings: each stage’s (lead, opportunity, won, lost) success criteria and whether the agent is allowed to move a deal into it, plus whether Won automation is enabled overall. | None | None |
list_deals | Read | List pipeline deals. | stage, review_state, search, limit, offset, order_by, order_desc, response_format, include_archived | None |
list_workspace_deals | Read | Read all supported deal lanes with bounded cards and exact visible counts. | stage, search, offset, limit | None |
view_deal | Read | View a single deal with stage, Person or Company, sales strategy and its target, plan snapshot, and recent activity. | deal_id* | None |
create_deal | Write | Create a manual pipeline deal at Lead or Opportunity. | target_name*, party, target_email, target_company_name, target_role, notes, stage, sales_strategy_id | Confirmation phrase |
create_delivery_deal | Write | Start delivery tracking at Won for an existing Person or Company. | party*, name, budget_type, budget_amount, budget_hours, budget_currency, retainer_period, prior_deal_id | Confirmation phrase |
set_deal_name | Write | Set or clear WHAT a Deal is called (the name of the work, e.g. | deal_id*, name | Confirmation phrase |
set_deal_value_estimate | Write | Set or clear a manual value estimate on one Deal. | deal_id*, target_value | Confirmation phrase |
move_deal_stage | Write | Move a deal to Lead, Opportunity, Won, or Lost. | deal_id, stage | Confirmation phrase |
log_deal_activity | Write | Use this when the user shares a screenshot or description of an off-platform exchange (DM, text, call, in-person) with a prospect or customer to log against a Deal. | deal_id, note, completed_plan_action_id | Confirmation phrase |
link_deal_item | Write | Attach an existing invoice or proposal to ONE deal. | deal_id, entity_type, entity_id* | Confirmation phrase |
unlink_deal_item | Write | Remove an invoice or proposal link from ONE deal. | deal_id, entity_type, entity_id* | Confirmation phrase |
get_deal_burn | Read | How a deal is tracking against its budget: hours logged, billable vs unbilled WIP, amount billed, and what’s left of the budget. | deal_id* | None |
set_deal_auto_mode | Sensitive write | Turn a deal’s Auto mode on or off. Sensitive: lets the deal agent send messages on the deal by itself. | deal_id, enabled | Confirmation phrase |
archive_deal | Write | Archive an approved deal: it leaves the Deals board but keeps its stage, history and linked records, and can be restored from Archived deals. | deal_id* | Confirmation phrase |
delete_deal | Sensitive write | Permanently delete a deal with its messages, members and links; an active deal is archived first. | deal_id*, operation_id | Approve in the Every app |
approve_pending_deal | Write | Approve a prospect awaiting review, activate it in Lead, and queue its plan. | deal_id* | Confirmation phrase |
Sales strategies
| Tool | Class | What it does | Inputs | Every approval |
|---|---|---|---|---|
list_sales_strategies | Read | List the default sales strategy and strategies from active targets. | include_ids, limit, offset | None |
set_deal_sales_strategy | Write | Switch one visible Deal to a content-ready sales strategy, or null for the default. | deal_id, operation_id, expected_assignment_rev*, sales_strategy_id | Confirmation phrase |
update_sales_strategy | Write | Edit a shared sales strategy for all its Deals. | sales_strategy_id, expected_revision, summary* | Confirmation phrase |
Prospects
| Tool | Class | What it does | Inputs | Every approval |
|---|---|---|---|---|
list_workspace_targets | Read | Read active caller-visible prospecting targets without scanning or creating suggestions. | None | None |
create_prospecting_target | Write | Create a target from an explicit confirmed brief. | targeting, operation_id, service_ids, possible_match | Confirmation phrase |
list_workspace_prospects | Read | Read a bounded pending-only prospect review page for the current member. | target_id, search, cursor, limit | None |
list_prospects | Read | List prospects with a typed party, stage, score, and review state. | status, limit, cursor | None |
view_prospect | Read | View one prospect, a Person from the user’s network that prospecting surfaced, with its fit and relationship scores, plus why it scored that way. | prospect_id* | None |
approve_prospect | Write | Approve a selected pending prospect into a Deal using the canonical promotion path. | prospect_id* | Confirmation phrase |
merge_prospect | Write | Merge a selected prospect into the explicitly selected existing Deal into_deal_id after checking both identities. | prospect_id, into_deal_id | Confirmation phrase |
reject_prospect | Sensitive write | Reject this prospect and suppress the Person across workspace targets, not just this row. | prospect_id*, reason, note | Approve in the Every app |
network_summary | Read | Summarize the Prospecting People pool using the existing five-minute cache. | target_id | None |
Invoices and payments
| Tool | Class | What it does | Inputs | Every approval |
|---|---|---|---|---|
list_invoices | Read | List and search invoices with optional filters for status, payment state, Person or Company, and more. | status, payment_status, company_id, person_id, is_archived, limit, offset, order_by, order_desc, response_format, count_only | None |
list_workspace_invoices | Read | Read a structured member-scoped invoice page. | status, payment_status, offset, limit | None |
view_invoice | Read | View a specific invoice with full details including line items, payments, and totals. | identifier* | None |
create_invoice | Write | Create a draft invoice atomically with a new operation UUID and at least one line item. | command* | Confirmation phrase |
update_invoice | Write | Update an invoice atomically using its updated_at from view_invoice and a new operation UUID. | invoice_id, changes, expected_updated_at, operation_id | Confirmation phrase |
preview_document_send | Read | Return the current To and CC recipients and recipient digest for an invoice or proposal. | document_kind, document_id | None |
send_invoice | Sensitive write | Email an invoice to the To and CC recipients returned by preview_document_send for the same invoice, and set its status to ‘issued’. | invoice_id, recipients | Approve in the Every app |
void_invoice | Sensitive write | Void an invoice using its UUID and current updated_at from view_invoice: its status becomes void and it can no longer be paid. | invoice_id, expected_updated_at, operation_id* | Approve in the Every app |
generate_invoice_pdf | Read | Use this when the user asks for a downloadable or printable PDF of an invoice. | invoice_id* | None |
list_payments | Read | List payments with optional filters for invoice, Person or Company, and payment type. | invoice_id, company_id, person_id, payment_type, limit, offset, order_by, order_desc, response_format | None |
record_payment | Write | Record a positive payment against the invoice UUID and updated_at from view_invoice. | command* | Confirmation phrase |
list_recurring_invoices | Read | List readable schedules with typed People/Company targets and masked item rates. | active_only, limit, offset, company_id, person_id | None |
view_recurring_invoice | Read | Read one schedule, typed target, current updated_at and retained item IDs. | recurring_invoice_id* | None |
preview_recurring_invoice_send | Read | Preview exact To/CC for a Person or Company before enabling or resuming automatic invoice delivery. | party* | None |
create_recurring_invoice | Sensitive write | Create a schedule for a Person or Company. Sensitive: can schedule invoices that are sent automatically. | command* | Confirmation phrase |
update_recurring_invoice | Sensitive write | Apply sparse schedule changes against its current revision. Sensitive: can change who automatic invoices go to. | recurring_invoice_id, expected_updated_at, operation_id, changes | Confirmation phrase |
pause_recurring_invoice | Write | Pause a schedule using its current revision. | recurring_invoice_id, expected_updated_at, operation_id* | Confirmation phrase |
resume_recurring_invoice | Sensitive write | Resume a schedule and recompute its next run. Sensitive: restarts automatic invoice sends. | recurring_invoice_id, expected_updated_at, operation_id*, recipients | Confirmation phrase |
run_recurring_invoice_now | Sensitive write | Generate the next invoice now only when explicitly requested. | recurring_invoice_id, expected_updated_at, recipients | Approve in the Every app |
Proposals
| Tool | Class | What it does | Inputs | Every approval |
|---|---|---|---|---|
list_proposals | Read | List and search proposals with optional filters for status, Person or Company, and invoice. | status, company_id, person_id, proposal_number, limit, offset, order_by, order_desc, response_format | None |
view_proposal | Read | View a specific proposal with full details. | identifier* | None |
create_proposal | Write | Create a proposal atomically with operation_id, title, and party {kind: person|company, id: UUID}. | command* | Confirmation phrase |
update_proposal | Write | Update a proposal atomically using the UUID and updated_at from view_proposal, plus a new operation UUID. | proposal_id, changes, expected_updated_at, operation_id | Confirmation phrase |
duplicate_proposal | Write | Copy a proposal to a new draft with its title, typed recipient, content and items preserved. | proposal_id, expected_updated_at, operation_id* | Confirmation phrase |
send_proposal | Sensitive write | Email a proposal to the To and CC recipients returned by preview_document_send for the same proposal, including a resend of an issued proposal. | proposal_id, recipients, message | Approve in the Every app |
void_proposal | Sensitive write | Retire a proposal while preserving its record. | proposal_id, expected_updated_at, operation_id* | Approve in the Every app |
delete_proposal | Sensitive write | Permanently delete a proposal using its UUID and updated_at from view_proposal. | proposal_id, expected_updated_at, operation_id* | Approve in the Every app |
convert_proposal_to_invoice | Write | Convert an issued/approved proposal into a draft invoice for the same Person or Company. | proposal_id, expected_updated_at, operation_id* | Confirmation phrase |
generate_proposal_pdf | Write | Generate a PDF for a proposal. | proposal_id* | Confirmation phrase |
list_proposal_templates | Read | List proposal templates (global seeds + org-owned). | query, scope | None |
save_proposal_as_template | Write | Snapshot a proposal’s block content into a reusable org-owned template. | proposal_id, name, description | Confirmation phrase |
Expenses and services
| Tool | Class | What it does | Inputs | Every approval |
|---|---|---|---|---|
list_expenses | Read | List expenses with optional filters for merchant, category, Person or Company, billable status, currency, and vendor key. | merchant_name, category, company_id, person_id, is_billable, billed, currency, vendor_key, has_tax, is_archived, limit, offset, order_by, order_desc, response_format | None |
view_expense | Read | Read an expense’s current details, typed Person or Company target, and updated_at revision before editing. | expense_id* | None |
create_expense | Write | Record an expense or receipt with a new operation UUID, merchant_name, and amount. | command* | Confirmation phrase |
update_expense | Write | Update only supplied expense fields, using its UUID/updated_at from view_expense and a new operation UUID. | expense_id, changes, expected_updated_at, operation_id | Confirmation phrase |
delete_expense | Sensitive write | Permanently delete an expense using its UUID/updated_at from view_expense and a new operation UUID. | expense_id, expected_updated_at, operation_id* | Approve in the Every app |
list_services | Read | List services offered by the business. | name, is_archived, limit, offset, response_format | None |
create_service | Write | Create a service the business offers. | name*, description, rate, pricing_model | Confirmation phrase |
update_service | Write | Update a service. | service_id*, name, description, rate, pricing_model | Confirmation phrase |
Custom fields
| Tool | Class | What it does | Inputs | Every approval |
|---|---|---|---|---|
list_meta_field_definitions | Read | List the custom field definitions (meta fields/metafields) this organization uses for People, Companies, or Deals. | entity_type | None |
create_meta_field_definition | Write | Create a custom field definition (meta field/metafield) to track a typed property on People, Companies, or Deals, including boolean fields and validations. | entity_type, key, name, field_type, is_list, description, validations, filterable | Confirmation phrase |
update_meta_field_definition | Write | Update settings on a custom field definition (meta field/metafield). | definition_id, updates | Confirmation phrase |
get_meta_fields | Read | Read the custom field values (meta fields/metafields) recorded on one Person, Company, or deal, including tracked boolean values and other remembered properties. | entity_type, entity_id | None |
set_meta_fields | Write | Set or remember custom field values (meta fields/metafields) on a Person, Company, or deal. | entity_type, entity_id, values*, explicit_types, confidence | Confirmation phrase |
find_entities_by_meta_field | Read | Find People, Companies, or Deals by a filterable custom field value (meta field/metafield), including scalar comparisons and list containment. | entity_type, key, op, value, limit | None |
Email and calendar
| Tool | Class | What it does | Inputs | Every approval |
|---|---|---|---|---|
search_gmail_threads | Read | Search the caller’s Gmail mailbox and list matching conversation threads. | query*, max_results, label | None |
get_gmail_thread | Read | Get a Gmail thread from the caller’s mailbox. | thread_id*, max_messages, offset | None |
get_gmail_message | Read | Get one Gmail message from the caller’s mailbox. | message_id* | None |
draft_email | Write | Create a draft in the caller’s Gmail mailbox for human review and sending. | to, subject, body*, thread_id | Confirmation phrase |
send_email | Sensitive write | Send an email immediately from the caller’s Gmail mailbox to an external recipient. | to, subject, body*, thread_id | Approve in the Every app |
list_calendar_events | Read | List events from the caller’s own Google Calendar account. | start, end, max_results | None |
check_calendar_availability | Read | Return busy blocks from the caller’s primary Google Calendar. | start, end | None |
create_calendar_event | Sensitive write | Create an event in the caller’s Google Calendar. Sensitive: can send invitations to attendees. | summary, start, end*, attendees, description, include_meet, calendar_id | Confirmation phrase |
reschedule_calendar_event | Sensitive write | Reschedule one Google Calendar event and optionally notify attendees. Sensitive: can send updated invitations to attendees. | event_id, start, end*, calendar_id, send_updates | Confirmation phrase |
cancel_calendar_event | Sensitive write | Delete one Google Calendar event and optionally notify attendees. | event_id*, calendar_id, send_updates | Approve in the Every app |
Scheduled tasks and reports
| Tool | Class | What it does | Inputs | Every approval |
|---|---|---|---|---|
list_scheduled_tasks | Read | List the user’s self-directed scheduled tasks (routines) — a saved instruction that runs on a cadence (once, daily, weekly, or monthly). | status | None |
create_scheduled_task | Write | Create a self-directed scheduled task (a routine) that runs instruction on a cadence. | title, instruction, schedule_type*, run_at_local, day_of_month, day_of_week, run_date, timezone, email, result_format | Confirmation phrase |
cancel_scheduled_task | Sensitive write | Cancel a self-directed scheduled task so it no longer runs. | task_id* | Approve in the Every app |
get_scheduled_task_result | Read | Read the latest completed result of one of the user’s self-directed scheduled tasks. | task_id* | None |
get_daily_brief | Read | Read the caller’s latest stored daily brief, optionally for a UTC date. | date | None |
get_financial_report | Read | Get revenue, outstanding AR, expenses, net, proposals, and recurring totals. | entities | None |