book_demo
ChatGPTGet a link to book a demo call with the Evertrace team. Returns a Calendly URL the user can open to schedule an introductory meeting.
count_events
ChatGPTCount events filtered by domain, source, action, resource, and/or date range. All filters are optional. Returns the count of matching user-initiated events.
count_signal_screenings
ChatGPTCount how many signals the current user has screened, optionally within a date range.
count_signal_views
ChatGPTCount how many signal profiles the current user has viewed, optionally within a date range.
count_signals
ChatGPTCount signals (people) matching filters without returning the data. Use the get_signals_metadata tool first to learn valid filter values. Supports the same filters as list_signals.
create_affinity_organization_batch
ChatGPTBatch add up to 100 signals to an Affinity organization list. Returns an execution ID to track progress via get_affinity_organization_batch_status.
create_affinity_organization_entry
ChatGPTAdd a signal's organization to an Affinity organization list. Creates the organization in Affinity if needed, sets owner field, links person, and updates LinkedIn URL and job title.
create_affinity_person_batch
ChatGPTBatch add up to 100 signals to an Affinity person list. Returns an execution ID to track progress via get_affinity_person_batch_status.
create_affinity_person_entry
ChatGPTAdd a signal (person) to an Affinity person list. Creates the person in Affinity if needed, sets owner field, links organization, and updates LinkedIn URL and job title.
create_attio_companies_batch
ChatGPTBatch add up to 100 signals to an Attio companies list. Returns an execution ID to track progress via get_attio_companies_batch_status.
create_attio_company_entry
ChatGPTAdd a signal's company to an Attio companies list. Creates/updates the company and person records in Attio, sets owner, and adds to the list.
create_attio_deal_entry
ChatGPTAdd a signal to an Attio deals list. Creates person and company records, creates a deal record linking them, sets owner, and adds to the list.
create_attio_people_batch
ChatGPTBatch add up to 100 signals to an Attio people list. Returns an execution ID to track progress via get_attio_people_batch_status.
create_attio_person_entry
ChatGPTAdd a signal (person) to an Attio people list. Creates/updates the person and company records in Attio, sets owner, and adds to the list.
create_list
ChatGPTCreate a new list in the workspace. Lists organize and track signals (people). Provide a name and optionally user IDs to share with.
create_list_batch
ChatGPTBatch add up to 100 signals to a list at once. Returns an execution ID to track progress via get_list_batch_status.
create_list_entry
ChatGPTAdd a signal (person) to a list. Provide the list ID and the signal ID.
create_screening_batch
ChatGPTBatch screen up to 100 signals at once. Returns an execution ID to track progress via get_screening_batch_status. Prefer this over calling screen_signal in a loop when screening multiple signals.
create_search
ChatGPTCreate a new saved search with filters. Each filter needs a key, operator ("in" or "eq"), and value. Use get_signals_metadata to discover valid filter keys, their operators, and allowed values, or list_search_templates for pre-built filter combinations.
create_unscreening_batch
ChatGPTBatch unscreen up to 100 signals at once. Returns an execution ID to track progress via get_unscreening_batch_status. Prefer this over calling unscreen_signal in a loop when unscreening multiple signals.
delete_list
ChatGPTPermanently delete a list and all its entries. This action cannot be undone.
delete_list_entry
ChatGPTRemove an entry from a list. This does not delete the signal itself.
delete_list_share
ChatGPTRemove a specific share from a list, revoking that user's access.
delete_search
ChatGPTPermanently delete a saved search. This action cannot be undone.
duplicate_search
ChatGPTDuplicate a saved search. Creates a copy titled "[original] (copy)" placed just before the original in the sidebar ordering.
get_affinity_organization_batch_status
ChatGPTCheck the status of a batch operation adding signals to an Affinity organization list. Returns progress, successes, failures, and individual item results.
get_affinity_person_batch_status
ChatGPTCheck the status of a batch operation adding signals to an Affinity person list. Returns progress, successes, failures, and individual item results.
get_attio_companies_batch_status
ChatGPTCheck the status of a batch operation adding signals to an Attio companies list. Returns progress, successes, failures, and individual item results.
get_attio_people_batch_status
ChatGPTCheck the status of a batch operation adding signals to an Attio people list. Returns progress, successes, failures, and individual item results.
get_execution
ChatGPTGet a specific workflow execution by ID. Returns the execution type and status.
get_list
ChatGPTGet a list by ID. By default returns a compact shape: {id, name, entriesCount, createdAt, shareeCount}. Set compact=false to get full list with creator object and access/sharing details.
get_list_batch_status
ChatGPTCheck the status of a batch add-to-list operation. Returns progress, successes, failures, and individual item results.
get_list_entry
ChatGPTGet a single list entry by ID. By default returns a compact shape: {entryId, signalId, firstName, lastName, score, city, country, nationality, discoveredAt, signalType, industries[], profileTags[], addedAt}. Set compact=false to get the full entry with all nested signal relations (experiences, educations, tags, views, screenings).
get_screening_batch_status
ChatGPTCheck the status of a batch screening operation. Returns progress, successes, failures, and individual item results.
get_search
ChatGPTGet a saved search by ID. By default returns a compact shape: {id, title, emoji, filterCount, shareeCount}. Set compact=false to get the full search with filters array and sharees.
get_search_notifications
ChatGPTCount new signals matching a saved search since it was last visited.
get_signal
ChatGPTGet a single signal (person) by ID. By default returns a compact shape: {id, firstName, lastName, score, city, country, nationality, age, gender, profileAccuracy, discoveredAt, linkedinIdStr, source, signalType, industries[], profileTags[]}. Set compact=false to get the full signal with all nested relations (experiences, educations, tags, views, screenings).
get_signals_metadata
ChatGPTGet all valid filter values, signal types, profile tags, industries, countries, regions, and other metadata needed to use the list_signals tool effectively. IMPORTANT: Call this before your first list_signals call in the session — filter values are workspace-specific and passing invalid values returns empty results without an error.
get_unscreening_batch_status
ChatGPTCheck the status of a batch unscreening operation. Returns progress, successes, failures, and individual item results.
get_user
ChatGPTGet a specific user by ID in the current workspace.
get_user_settings
ChatGPTGet the current user's notification and display settings.
get_workspace
ChatGPTGet the current workspace info including name, seats, and integration connection status (Attio, Affinity).
get_workspace_owner
ChatGPTGet the workspace owner.
invite_user
ChatGPTInvite a new user to the workspace by email. Sends a signup magic link email to the invitee. Members (ws_member) cannot invite admins (ws_admin).
list_affinity_lists
ChatGPTList connected Affinity lists from our database. Returns compact summaries: {id, name, affinityId, type, fieldCount}. Omits full field mapping arrays. Use list_affinity_list_fields for full field definitions.
list_attio_list_select_options
ChatGPTGet select/dropdown options for a list attribute. Needed to discover valid values before calling update_attio_entry_values on select-type attributes.
list_attio_list_statuses
ChatGPTGet status options for a list attribute. Needed to discover valid values before calling update_attio_entry_values on status-type attributes.
list_attio_lists
ChatGPTList connected Attio lists from our database. Returns compact summaries: {id, name, attioId, types, attributeCount}. Omits full attribute mapping arrays.
list_attio_object_select_options
ChatGPTGet select/dropdown options for an object attribute. Needed to discover valid values before calling update_attio_entry_values on object-level select-type attributes.
list_executions
ChatGPTList workflow executions for the current user (up to 50 most recent). Returns execution IDs, workflow types, and statuses (running or completed).
list_list_entries
ChatGPTList entries (people/signals) in a specific list with pagination, sorting, and filtering. Returns compact entry shapes: {entryId, signalId, firstName, lastName, score, city, country, nationality, discoveredAt, signalType, industries[], profileTags[], addedAt}. Use this tool when the user asks about people in a specific list. To search/filter across ALL signals in the workspace, use list_signals instead. Use get_signal with compact=false to get full signal details for a specific person.
list_lists
ChatGPTList all lists in the current workspace. Returns compact summaries: {id, name, entriesCount, createdAt, shareeCount}. Use get_list with compact=false for full creator and sharing details.
list_related_signals
ChatGPTGet all signals representing the same person as the given signal. Useful for finding duplicate or related profiles across signal types. Returns compact signal shapes: {id, firstName, lastName, score, city, country, nationality, age, gender, profileAccuracy, discoveredAt, linkedinIdStr, signalType, industries[], profileTags[]}. Use get_signal for full details.
list_related_signals_by_entry
ChatGPTGet all signals representing the same person as a list entry. Useful for finding duplicate or related profiles across signal types. Returns compact signal shapes: {id, firstName, lastName, score, city, country, nationality, age, gender, profileAccuracy, discoveredAt, linkedinIdStr, source, signalType, industries[], profileTags[]}. Use get_signal with compact=false to get full signal details.
list_search_templates
ChatGPTGet pre-built search templates with curated filter combinations. Templates cover common use cases like "DeepTech Founders", "Serial Founders", "European Founders", etc. Use these as starting points for signal searches.
list_searches
ChatGPTList all saved searches accessible to the current user. Returns compact summaries: {id, title, emoji, createdAt, shareeCount}. Use get_search for filters and full details.
list_signal_entries
ChatGPTGet all list entries for a specific signal. Shows which lists this signal (person) appears in. Returns compact entry shapes: {entryId, listId, addedAt}.
list_signals
ChatGPTSearch and filter signals (people) across the entire workspace with pagination. IMPORTANT: Always call get_signals_metadata first to discover valid filter values before using this tool — passing invalid values returns empty results without an error. Supports filtering by status, score, country, industry, profile tags, age, education, gender, and more. To get signals from a specific list, use list_list_entries instead. Returns compact signal shapes: {id, firstName, lastName, score, city, country, nationality, age, gender, profileAccuracy, discoveredAt, linkedinIdStr, signalType, industries[], profileTags[]}. Use get_signal for full details including experiences, educations, and views.
list_signals_by_search_id
ChatGPTList signals matching a saved search's filters with pagination. Convenience wrapper: fetches the search, applies its filters, and returns paginated compact signals. Equivalent to calling list_signals with the search's filters manually. Returns compact signal shapes: {id, firstName, lastName, score, city, country, nationality, age, gender, profileAccuracy, discoveredAt, linkedinIdStr, signalType, industries[], profileTags[]}.
list_users
ChatGPTList all users in the current workspace.
mark_signal_viewed
ChatGPTMark a signal as viewed by the current user. Idempotent — returns the existing view if already viewed.
overwrite_list_shares
ChatGPTSet the sharees for a list, replacing all existing shares. Provide the full list of user IDs who should have access. Returns the updated list with its accesses.
query_attio_list_entry
ChatGPTQuery an Attio list entry by name, linkedin URL, or domain. Returns: {attioId, createdAt, parentRecordId, parentObject}.
reorder_search
ChatGPTReorder a saved search in the sidebar by specifying the order indices of the searches it should appear between. Use list_searches to get current order indices.
screen_signal
ChatGPTScreen (dismiss) a signal. Screened signals are hidden from default views. Idempotent — returns the existing screening if already screened.
search_cities
ChatGPTSearch available cities for the city filter. Returns city names sorted by signal count. Use these values with the city filter in list_signals.
search_companies
ChatGPTSearch past companies to get entity IDs for the past_companies filter. Returns company name, ID, and employee count. Pass the entity IDs (exe_* format) to the past_companies filter in list_signals. Provide either search or ids, not both.
search_educations
ChatGPTSearch past education institutions to get entity IDs for the past_education filter. Returns institution name, ID, and student count. Pass the entity IDs (ede_* format) to the past_education filter in list_signals. Provide either search or ids, not both.
submit_feedback
ChatGPTSubmit feedback about the Evertrace platform or MCP integration. The feedback is forwarded to the Evertrace team for review.
unscreen_signal
ChatGPTUnscreen a signal, making it visible again in default views. Fails if the signal is not currently screened.
update_affinity_entry_values
ChatGPTUpdate field values on an Affinity list entry. Handles both global and list-specific fields. Optionally adds a note to the entity.
update_attio_entry_values
ChatGPTUpdate attribute values on an Attio list entry. Handles both list-level and object-level attributes. Optionally adds a note.
update_list
ChatGPTUpdate a list's name.
update_search
ChatGPTUpdate a saved search title, emoji, filters, or sharees. Only provided fields are changed. Returns null when the caller removes themselves as a sharee (or was the last sharee, deleting the search).
update_workspace_name
ChatGPTUpdate the current workspace name.