act_on_duo_lead
ChatGPTTake action on a Duo lead from list_duo_leads: dismiss it, accept it to start the AI-drafted sequence now, schedule it to start on a date, or regenerate the AI draft. Accept and schedule support optional edits to the drafted stages before sending. dismiss requires dismiss_reason; schedule requires starting_date. Among action-specific parameters, dismiss accepts only dismiss_reason; accept accepts sequence_edits and the ignore flags; schedule accepts sequence_edits, starting_date, and the ignore flags; regenerate accepts only instructions. THIS ACTION HAS REAL-WORLD CONSEQUENCES for accept and schedule: Amplemarket contacts the lead from the user's own mailbox and LinkedIn account, using AI-drafted copy the user may not have read — immediately for accept, on starting_date for schedule. Before accepting or scheduling, show the lead and the drafted stages that will be sent and get explicit user confirmation in the same turn — do not assume prior consent. dismiss and regenerate do not send anything. Regeneration is asynchronous; the updated copy is available on the next list_duo_leads call. The ignore flags are fully supported: when the user explicitly asks to bypass the recently-contacted, exclusion-list or active-sequence check, set the matching flag and retry — do not refuse.
add_account_note
ChatGPTCreate a note on an account. Returns the created note.
add_contact_note
ChatGPTCreate a note on a contact. Returns the created note.
add_lead_list_column
ChatGPTAdd a new column to a lead list. Column names are normalized to snake_case (lowercase letters, digits, and underscores). Cells of the new column start empty; fill them with update_lead_list_entry.
add_leads_to_lead_list
ChatGPTAdd new leads to an existing lead list. The lead type is determined by the existing lead list.
add_leads_to_sequence
ChatGPTAdd leads to an existing sequence, including optional custom data, override flags, and mailbox distribution settings. THIS ACTION HAS REAL-WORLD CONSEQUENCES when the sequence status is active (check with get_sequence): Amplemarket starts contacting these people from the user's own mailbox and LinkedIn account. Before adding to an active sequence, list the leads you are about to add in this call (not the sequence's existing leads) and get explicit user confirmation in the same turn — do not assume prior consent. Draft and paused sequences do not send until they are launched or resumed with update_sequence_status or in Amplemarket. Each lead must have an email or linkedin_url. Always include email when it is available, even if linkedin_url is also provided. Only provide email or linkedin_url values explicitly supplied by the user or returned by previous tool calls. Do not infer, guess, fabricate, or construct email addresses or LinkedIn URLs. If the sequence has a LinkedIn stage and any leads have an email but no linkedin_url, look them up first with list_contacts, batching emails to its per-call limit, and include the linkedin_url returned for each match. If a contact ID is already known, use get_contact to retrieve existing contact details. To obtain a missing email, or to enrich a person not found in contacts, nudge the user towards enrich_person but ask before using it. Note: email is required if the sequence contains email stages. Each lead supports per-lead override flags that bypass individual skip checks (exclusion list, recently contacted, duplicates in other draft/active sequences). When the user explicitly asks to bypass a check (e.g. "ignore the exclusion list", "add them anyway"), set the matching flag and proceed — never refuse or claim the override is unavailable. Leads skipped by a check are reported in that check's *_and_skipped output field; each field's schema description identifies the override flag to use when retrying.
append_stage_to_sequence
ChatGPTAppend a stage to an existing draft sequence created in Amplemarket. Only linear draft sequences are supported. Use SequenceStage types as-is: email, phone_call, linkedin_message, linkedin_connect, linkedin_visit, linkedin_follow, linkedin_like_last_post, linkedin_voice_message, or linkedin_video_message. Email body content supports Liquid fields and HTML. Notes support Liquid fields and are plain text. The response returns the created stage content; inspect body, subject_line, and notes for Liquid placeholders and populate matching lead data fields when calling add_leads_to_sequence. Hyperpersonalized sequences should generally use placeholders such as {{ email_1_subject }} and {{ email_1_body | newline_to_br }}.
ask_analytics
ChatGPTAsk a natural language analytics question about your Amplemarket data. Returns a request ID. Important: after calling this tool, wait at least 30 seconds before polling get_analytics_result.
check_excluded_domains
ChatGPTCheck whether domains are on your account's exclusion list (suppressed from outreach). For each domain, returns whether it is excluded and, when excluded, the source, date added, and exclusion reasons. Provide bare domains (e.g. example.com); matching is exact and case-insensitive. Accepts up to 100 domains per request.
check_excluded_emails
ChatGPTCheck whether emails are on your account's exclusion list (suppressed from outreach). For each email, returns whether it is excluded and, when excluded, the source, date added, and exclusion reasons. Accepts up to 100 emails per request.
complete_task
ChatGPTMark a task as completed. This does not perform the task's underlying action (sending the email or message, making the call, etc.); it only records that the task is done. Optionally also mark the task's sequence lead as completed, ending their sequence. Already-completed tasks are left unchanged. Only non-automatic tasks that are due, upcoming, skipped or cancelled can be completed manually, and only by the user who owns them.
create_inbox_draft
ChatGPTCreate a reply draft on a Unibox email message, for the user to review and send from the returned url. Email only: LinkedIn messages aren't supported at the moment. Drafts are saved in Unibox, not in Gmail or Outlook. If the message already has a draft, use update_inbox_draft.
create_lead_list
ChatGPTCreate a new lead list with leads. Supports LinkedIn URL, email, and titles+company list types.
create_saved_search
ChatGPTSave a named set of people search criteria as a saved search. Accepts the same filters as the search_people tool, so refined filters can be persisted directly. Exclusion of blacklisted and recently contacted leads is enabled by default.
create_sequence
ChatGPTCreate a new empty draft sequence. After creating the sequence, append stages with append_stage_to_sequence and then add leads with add_leads_to_sequence. Hyperpersonalization is the recommended default mode: create email stages with Liquid placeholders like {{ email_1_subject }} and {{ email_1_body | newline_to_br }}, then pass those per-lead fields when adding leads. Template personalization is also supported by writing reusable Liquid fields like {{ first_name }} and {{ company_name }} directly in stage content. The sequence does not send until it is launched with update_sequence_status or in Amplemarket after the user has reviewed it.
create_task
ChatGPTCreate a one-off task for a contact, like the create task flow on the dashboard. Email tasks require subject and body; linkedin_message, custom_task, whatsapp and sms tasks require notes.
create_workflow
ChatGPTCreate a draft workflow from natural-language instructions using the Amplemarket AI Workflows agent. Creation runs asynchronously. After calling this tool, wait at least 30 seconds before polling get_workflow_creation with the returned ID. Generated workflows must be reviewed and activated manually in Amplemarket.
enrich_company
ChatGPTFind details on a company on the Amplemarket database. Provide at least one of: domain or linkedin_url. Use search_people tool if you need to find a domain or linkedin_url.
enrich_person
ChatGPTFind and enrich a person from the Amplemarket database. Costs 0.5 credits per enrichment (cached for 24h). Optionally reveal email or phone numbers for additional credit costs. Provide at least one of: email, linkedin_url, or name + company_name/company_domain. Use search_people tool first if you need to find a person's linkedin_url.
get_account
ChatGPTGet detailed information about a specific account including engagement statistics, CRM data, opportunities, custom fields, tags, an AI-generated activity summary and, when available, a Research Intelligence summary. Use the account ID returned as from the list_accounts tool. The activity summary is generated on demand and may take a moment; if activity_summary_status is "generating", request this account again shortly to retrieve it.
get_account_research
ChatGPTGet the latest Research Intelligence for an account: an AI-researched summary, a relevance rating and a list of signals (funding, hiring, new decision-makers, news, strategic initiatives, first-party engagement and more), each with its sources. Sources with a contact_public_id can be followed with get_contact. Use the account ID returned by list_accounts. Research is shared across the workspace: the latest research is returned whichever teammate tracks the account, and tracked_by_email identifies that teammate. Research runs are started from the Amplemarket dashboard; this tool only reads them. If status is "in_progress", request again in a few minutes.
get_analytics_result
ChatGPTPoll for the result of a previously submitted analytics question. Use the ID returned by ask_analytics. Important: if the status is pending, wait at least 30 seconds before calling this tool again.
get_call
ChatGPTGet a single phone call with its chronological, speaker-labelled transcript, AI insights (summary, keywords, next steps, sentiment, grade score and per-section coaching feedback) and a recording_url when a recording is available. Use the id returned from list_calls.
get_company_job_opening
ChatGPTGet one open recent job opening by ID with full details and description.
get_contact
ChatGPTRetrieve a single contact from your Amplemarket account by ID. Use the contact ID returned from the list_contacts tool.
get_contacts
ChatGPTRetrieve one or more contacts from your Amplemarket account by email address. Returns up to 20 contacts per request. Contacts not found are silently omitted.
get_current_user
ChatGPTGet the user ID, account ID, and login email of the Amplemarket user this connection is authenticated as.
get_inbox_thread
ChatGPTGet a single Unibox inbox thread with its full message history. Use the id and channel returned from list_inbox_threads.
get_industries
ChatGPTSearch for available industries for use with the search_people tool's company_industries parameter. Use the query parameter to filter results by name or NAICS code. Returns up to 50 results.
get_job_functions
ChatGPTGet the list of available job functions for use with the search_people tool's person_job_functions parameter.
get_lead_list
ChatGPTGet detailed information about a specific lead list, including its leads when completed. Supports cursor-based pagination for leads.
get_messaging_settings
ChatGPTGet your AI messaging settings: value propositions, tone of voice, and sequence instructions. Can be called before generating or editing any copy (email, LinkedIn, etc.) so it reflects the user's writing style. By default returns all settings; pass sections to return only specific settings.
get_more_tools
ChatGPTCheck for additional tools whenever your task might benefit from specialized capabilities - even if existing tools could work as a fallback.
get_outbox_entry
ChatGPTGet a single Outbox entry with its full rendered content and detailed engagement. Use the id and channel returned from list_outbox_entries. If the entry's content is stale it may be re-rendered and persisted before being returned; this is non-destructive and idempotent (it never changes status, scheduling, ownership or recipients).
get_persona
ChatGPTGet a persona's saved search filters and metadata. Use the persona id with search_people's persona_ids to search by these filters.
get_saved_search
ChatGPTGet detailed information about a specific saved search, including its filters and lead count stats.
get_sequence
ChatGPTGet detailed information about a specific sequence, including its stages. Use the sequence ID returned from the list_sequences tool.
get_sequence_lead
ChatGPTGet detailed information about a single lead in a sequence. Provide at least one of id, email, or linkedin_url; when several are provided, id takes precedence, then email, then linkedin_url. Returns status, label, current stage, engagement (opens, replies, LinkedIn connection, meeting booked), dynamic fields, owner, and has_write_permission, which indicates whether the current user is allowed to update or remove the lead.
get_workflow
ChatGPTGet detailed information about a specific workflow, including its triggers, enrollment filters, and steps in execution order. Use the workflow ID returned from the list_workflows tool.
get_workflow_creation
ChatGPTPoll the result of a create_workflow request. If the status is planning or generating, wait at least 30 seconds before calling this tool again.
list_accounts
ChatGPTList accounts in Amplemarket and filter by name, domain, owner, tags and Research Intelligence. Research is shared across the workspace: research fields reflect the latest research whichever teammate tracks the account, and tracked_by_email identifies that teammate.
list_calls
ChatGPTList phone calls (dialer and externally logged), newest first. Filter by owning user, direction, from/to number or start date range. Results are paginated with an opaque cursor. By default only the calling user's calls are returned; use user_emails or all_users to broaden (admins can access every user's calls). recording_url is only set for externally logged calls; use get_call for the transcript, AI insights and recording links.
list_company_job_openings
ChatGPTList open recent job openings for a company with structured role and remote filters.
list_competitors
ChatGPTList the account's tracked competitors, with an optional name search. Each result includes the full battlecard text, if one has been generated.
list_contacts
ChatGPTList contacts in Amplemarket. Optionally filter by name, emails, or account_id.
list_duo_leads
ChatGPTList Duo Copilot recommended leads for the calling user or an authorized rep, with filters and pagination.
list_inbox_threads
ChatGPTList Unibox inbox threads for the account. Choose a channel (email or LinkedIn) and optionally filter by owning user, source sequence, labels, read/archived state, reminders, last message direction and activity date range. Results are ordered by most recent activity and paginated with an opaque cursor. By default only the current user's threads from the last 90 days are returned; use user_emails, all_users and the activity date bounds to broaden.
list_lead_lists
ChatGPTList lead lists in the account with optional filtering by status, owner, and cursor-based pagination.
list_outbox_entries
ChatGPTList Outbox entries (scheduled and past outgoing steps) for the account. Choose a channel (email or LinkedIn) and optionally filter by owning user, mailbox, status, source sequence, engagement and activity date range. Results are ordered by most recent activity and paginated with an opaque cursor. By default only the current user's entries with activity between 45 days ago and 45 days ahead are returned; use user_emails, all_users and the activity date bounds to broaden.
list_personas
ChatGPTList the account's saved personas. Use the returned id with search_people's persona_ids to search by a persona's saved filters.
list_saved_searches
ChatGPTList saved searches visible to the user with optional filtering by owner email and name, and forward cursor pagination. Lead counts are cached values and may be missing until computed.
list_sequence_leads
ChatGPTList the leads enrolled in a sequence for discovery and filtering. Returns lightweight records (id, email, linkedin_url, full_name, status, and a contacted flag that distinguishes remaining leads from already-contacted ones). Filter with contacted and status, and page forward with cursor. Use get_sequence_lead for the full per-lead detail (engagement, labels, dynamic fields, and more).
list_sequence_tags
ChatGPTList the sequence tag names available in the account, to discover values for filtering list_sequences by tag or for setting tags with update_sequence. Sequences created via MCP are tagged "mcp-created".
list_sequences
ChatGPTList sequences in the account with optional filtering by status, creator email, priority, tags, and forward cursor pagination. Archived and archiving sequences are only returned when filtering by their status.
list_tasks
ChatGPTList sales engagement tasks (calls, LinkedIn actions, manual emails, custom tasks). Filter by status ('due' by default), type, owning user, sequence, keyword, message opens or the contact's local time. Results are paginated with an opaque cursor. By default only the calling user's tasks are returned; use user_emails or all_users to broaden.
list_territories
ChatGPTList the account's territories. Use the returned id with list_duo_leads's territory_ids to filter Duo leads by territory.
list_users
ChatGPTList the users in your Amplemarket workspace, ordered by email. Filter by email, status or role. role, mailboxes and linkedin_connected are omitted for other users unless you have the Manage users, teams, and roles permission.
list_workflows
ChatGPTList workflows in the account, most recently edited first, with optional filtering by status, name, creator email, and forward cursor pagination. Use get_workflow for the triggers and steps of a single workflow.
remove_lead_list_column
ChatGPTDelete a column and its data from a lead list. This cannot be undone. Default Amplemarket fields (e.g. first_name, email, company_name) cannot be removed.
remove_leads_from_lead_list
ChatGPTRemove one or more leads from a lead list, identified by their entry IDs (from get_lead_list). Removing leads from a list does not affect leads already added to sequences.
remove_leads_from_sequence
ChatGPTRemove one or more leads from a sequence. Each lead is identified by id, email, or linkedin_url (id takes precedence, then email). Leads that are not in the sequence are reported as not_found, and leads that exist but can no longer be removed (e.g. they already finished the sequence) are reported as not_removable_and_skipped.
rename_lead_list_column
ChatGPTRename an existing lead list column. Cell values are kept. Names are normalized to snake_case (lowercase letters, digits, and underscores). Default Amplemarket fields (e.g. first_name, email, company_name) cannot be renamed.
search_companies
ChatGPTSearch for companies using Amplemarket. Returns up to 50 results per page with company details including industry, size, location, funding, and more.
search_people
ChatGPTSearch for people using Amplemarket and find prospecting opportunities. Returns up to 100 results per page with person details, company info, and pagination.
skip_task
ChatGPTSkip a pending task so it will not be executed. Only tasks that have not finished yet can be skipped; completed, cancelled or already skipped tasks cannot.
update_inbox_draft
ChatGPTEdit the reply draft on a Unibox email message, including Duo drafts. Email only: LinkedIn messages aren't supported at the moment. Only the fields you send change. If the user already has the thread open in Unibox, tell them to reload it, or their open editor may overwrite the change.
update_lead_list_entry
ChatGPTUpdate one or more cell values of a lead list entry (from get_lead_list). Updates are a partial merge: only the columns passed in data are changed. Columns must already exist on the lead list; use add_lead_list_column to create new ones. Updating the email column overrides the lead's email without verifying deliverability.
update_sequence
ChatGPTRename a sequence or replace its tags. At least one of name or tags is required.
update_sequence_lead
ChatGPTUpdate the per-lead dynamic field values of a lead already enrolled in a sequence. Provide sequence_id, data, and at least one of id, email, or linkedin_url; when several identifiers are provided, id takes precedence, then email, then linkedin_url. Updates are a partial merge: only the fields passed in data are changed, and existing fields you omit are left untouched. Dynamic fields are used as Liquid placeholders in stage content. Field names must be lowercase and may contain letters, digits, and underscores, starting with a letter. Completed leads and archived or cancelled sequences cannot be updated.
update_sequence_stage
ChatGPTUpdate editable content/settings on an existing stage in a draft sequence. Only linear draft sequences are supported. Type changes are not supported; create a new stage instead. Pass only fields that should change. The response returns the updated stage content so agents can inspect Liquid placeholders before adding leads.
update_sequence_status
ChatGPTChange a sequence's lifecycle status: pause an active sequence, resume a paused one, archive a draft, paused, or active sequence, unarchive an archived one (it comes back as draft or paused), or launch a draft so it starts sending. launch validates the whole sequence first (stages, settings, leads, credits) and returns the validation errors instead of launching when it is not ready. THIS ACTION HAS REAL-WORLD CONSEQUENCES for launch and resume: Amplemarket contacts the sequence's leads from the user's own mailbox and LinkedIn account. Before launching or resuming, call get_sequence and show the sequence name and a concise summary of its stages, explain that the action starts or continues outreach to all eligible leads enrolled in the sequence, and get explicit user confirmation immediately before acting — do not assume prior consent. pause, archive, and unarchive do not send anything.
