get_availability
ChatGPTGet free time slots for the authenticated user between 08:00 and 18:00 in their timezone. fromDate and toDate are returned as YYYY-MM-DD. Slot startTimeLocal/endTimeLocal are ISO 8601 with timezone offset. Use this when proposing meeting times.
get_coaching_plan
ChatGPTSaved coaching plan for one person and meeting category. Returns the focus text and reason shown on the Coaching page. Date-range scores stay on get_coaching_scores. Does not write a plan. The plan keeps its own window until someone generates a new one in Kong.
get_coaching_scores
ChatGPTCoaching scores for one person. userId comes from get_workspace. Dates are YYYY-MM-DD in the signed-in user's timezone (default last 14 days). Fewer than 5 coaching meetings returns scores null. The saved plan is get_coaching_plan. Does not include meeting quotes.
get_company
ChatGPTGet one Kong relationship: contacts, synced CRM deals, and recent completed meetings. Qualification results and deal-state narratives are omitted by default — set includeQualification/includeDealState, or use get_deal. Accepts a Kong companyId or a CRM company id.
get_contact
ChatGPTGet one Kong contact: person, company, notes, and completed meetings. Same fields as Kong contact details. Accepts a Kong contactId or a CRM contact id. Meetings default to 50 per page; follow meetingsNextPage. Set includeMeetings false to skip them (meeting counts are then 0).
get_crm_record
ChatGPTGet one CRM contact, company, deal, or owner by id. Set includeActivities=true for HubSpot notes, tasks, calls, and meetings on the same record.
get_deal
ChatGPTGet a Kong-internal deal: qualification, score, and state-of-the-deal. This is not a CRM deal — use get_crm_record for HubSpot/Pipedrive deals.
get_insight_details
ChatGPTGet per-meeting rows for one capture agent in a date range (max 366 days). Use list_capture_agents to get the configuration id.
get_insights
ChatGPTGet aggregated capture-agent insights. Omit companyId for the workspace insights rollup (default last 30 days, new-customer meetings, max 366 days). Pass companyId for one relationship. Use list_capture_agents first if you need configuration names.
get_meeting
ChatGPTGet full meeting details excluding transcript content for the authenticated customer.
get_meeting_transcript
ChatGPTGet transcript for a meeting. Use this when transcript content is needed.
get_performance
ChatGPTGet team performance stats for a date range (max 366 days): meeting volume, talk ratio, question rate, and qualification scores. Users with no meetings in the range are omitted.
get_workspace
ChatGPTGet the authenticated user, workspace, teammates, timezone, and whether CRM or email search are connected. Call this first so later tools can use the right user ids and query style.
list_actions
ChatGPTList follow-up actions and todos. Defaults to the authenticated user's open dated actions. Use companyId or meetingId to narrow, or scope=team for the workspace. completedBy is user when that person marked it done, and kong_overdue when Kong autocompleted it because it stayed overdue.
list_calendar_events
ChatGPTList the authenticated user's upcoming calendar events. Times are returned in ISO UTC (startTime/endTime) and as ISO 8601 with timezone offset (startTimeLocal/endTimeLocal). Paginate with nextPage. Descriptions are clipped.
list_capture_agents
ChatGPTList configured meeting capture agents (insight extractors). Full-access accounts can pass the configuration id to get_insights or get_insight_details; viewers can use it only as labels for captures on get_meeting.
list_coaching_scores
ChatGPTTeam coaching scores, same as the Coaching page. Defaults to the last 14 days and saleNewCustomer (Opportunity). People with fewer than 5 coaching meetings are omitted. Use get_coaching_scores for one person. Does not include meeting quotes.
list_crm
ChatGPTList synced CRM contacts, companies, deals, or owners with pagination. Deal lists support status, owner, pipeline, and stage filters. Use list_crm_pipelines to resolve pipeline/stage ids.
list_crm_pipelines
ChatGPTList synced CRM pipelines and stages. Use these ids with list_crm deal filters.
list_meetings
ChatGPTList customer meetings with lightweight metadata and pagination.
search_companies
ChatGPTSearch Kong relationships (companies the workspace has met or scheduled). Use get_company for full details, contacts, and deals.
search_contacts
ChatGPTSearch contacts the workspace has met. Matches name, email, title, company name, or phone number. Each item has the same fields as a Kong contact list row. Use get_contact for the person, notes, and meetings. Paginate with nextPage.
search_crm
ChatGPTSearch the connected CRM (HubSpot or Pipedrive) by object type and term. If CRM is not connected, returns status=not_connected. Salesforce and Dynamics 365 return status=unsupported. Prefer search_companies / get_company for Kong relationships.
search_emails
ChatGPTSearch the authenticated user's mailbox. Gmail accepts Gmail operators. Outlook accepts a plain keyword or phrase only. Bodies default to a short preview — set includeBodies=true only when you need more text. Call get_workspace first to see which provider is connected.
get_availability
Claudeget_company
Claudeget_crm_record
Claudeget_deal
Claudeget_insight_details
Claudeget_insights
Claudeget_meeting
Claudeget_meeting_transcript
Claudeget_performance
Claudeget_workspace
Claudelist_actions
Claudelist_calendar_events
Claudelist_capture_agents
Claudelist_crm
Claudelist_crm_pipelines
Claudelist_meetings
Claudesearch_companies
Claudesearch_crm
Claudesearch_emails
Claude
