Business & Operations

Nexvio AI

by NexvioAI

Overview

Connect to your Nexvio workspace to manage AI agents, contacts, support tickets, analytics, and help documentation through our MCP App.

Tools

add_contact_to_account

ChatGPT

Link an existing contact to a contact account (same team).

assign_conversation

ChatGPT

Assign a support conversation to a team member. If assigneeUserId is omitted, assignment is attributed to the system actor.

cancel_invitation

ChatGPT

Cancel a pending team invitation by ID. Requires an OAuth user (or API key with createdBy).

check_connection_health

ChatGPT

Check health of team connections. A connection is healthy when enabled and not deleted. Optionally filter by connectionId or platform.

close_task

ChatGPT

Close an open task by ID.

connect_provider

ChatGPT

Start connecting an integration provider. Returns a connect card with a dashboard URL. If already connected, reports the existing connection.

create_account

ChatGPT

Create a contact account for a business domain.

create_agent

ChatGPT

Create a new AI agent for your project. Agents can be customized with system prompts, greetings, and AI models.

create_contact

ChatGPT

Create a new contact. At least one of name, firstName, email, or phone is required.

create_form

ChatGPT

Create a new form with fields and optional settings. All field IDs must be unique. Returns the created form's id, name, type, field count, and creation timestamp.

create_guardrail

ChatGPT

Create a new guardrail rule with a judge prompt, category, severity, and failure action.

create_help_category

ChatGPT

Create a category under a helpdocs collection. Returns categoryId for draft_help_article.

create_help_collection

ChatGPT

Create a collection under a help site. Always creates a default Uncategorized category — use defaultCategoryId for draft_help_article. Optional categories[] adds named categories too. Collections without published articles are omitted from the public site.

create_help_site

ChatGPT

Create a helpdocs site (help center). Visibility defaults to public, so the site is available at its subdomain even while its status is unpublished; choose private visibility to limit access. Next: create_help_collection on this siteId, then draft_help_article using the returned defaultCategoryId.

create_http_action

ChatGPT

Create a custom HTTP request action (action_type=http_request). Provide a title, absolute http(s) URL, and optional method (default GET).

create_task

ChatGPT

Create a new team task with a title and optional due date (Unix timestamp).

create_ticket

ChatGPT

Create an internal support ticket with subject, optional description, and priority.

create_website_data_source

ChatGPT

Validate a website URL and add or update its integration folder metadata, setting its index status to initializing. This tool does not dispatch a crawl. Optionally associate the website folder with an agent.

decide_approval

ChatGPT

Approve or reject a pending workflow human-approval step by stepRunId.

delete_account

ChatGPT

Soft-delete a contact account and unlink its contacts.

delete_contact

ChatGPT

Soft-delete a contact by ID.

delete_guardrail

ChatGPT

Soft-delete a guardrail rule by ID.

disconnect_connection

ChatGPT

Disconnect (soft-delete) a team connection by ID. Destructive — the connection is disabled and marked deleted.

draft_help_article

ChatGPT

Create a new help article in draft status with markdown content.

echo

ChatGPT

A simple echo tool to verify connectivity

get_account

ChatGPT

Get a contact account by ID including domain, display name, and contact count.

get_action

ChatGPT

Get details for a single team action by ID, including action_data configuration.

get_agent_config

ChatGPT

Get detailed configuration for a specific agent including system prompt, model, and settings.

get_agent_performance

ChatGPT

Get agent performance metrics including session volume, online status, and user engagement for all agents or a specific agent. This tool provides an interactive dashboard with charts and visualizations.

get_article_content

ChatGPT

Retrieve the full markdown content of a help article from R2 storage.

get_billing_summary

ChatGPT

Read-only billing summary: plan name, subscription status, and related fields. No write actions.

get_connection

ChatGPT

Get a single team connection by ID. Config is sanitized — tokens and secrets are never returned.

get_contact_details

ChatGPT

Get complete contact information including address, custom fields, and attribution data.

get_conversation

ChatGPT

Get a support conversation with recent messages. Message bodies are truncated for readability.

get_conversation_analytics

ChatGPT

Get conversation and message analytics for a specified time window (24h, 7d, or 30d). This tool provides an interactive dashboard with summary cards and visualizations.

get_data_source

ChatGPT

Get details for a single data source / content item by ID.

get_form_submission_metrics

ChatGPT

Get submission metrics for a specific form: total submissions, counts for today / this week / this month, conversion rate, and the timestamp of the last submission. Returns an interactive metrics dashboard.

get_provider_source_status

ChatGPT

Check whether Google Drive, Notion, and/or Shopify are connected for this team as data-source providers.

get_task

ChatGPT

Get a single task by ID including status, due date, and linked resources.

get_ticket

ChatGPT

Get a support ticket and recent thread replies. Thread bodies are truncated for readability.

get_ticket_stats

ChatGPT

Get summary statistics for support tickets. Returns total count, open/closed breakdown, and counts by status. This tool provides an interactive dashboard with visual breakdowns.

get_usage_metrics

ChatGPT

Get current billing period usage metrics including resource consumption, limits, and overage status for the project. This tool provides an interactive dashboard with progress bars and visual indicators.

get_widget_spec

ChatGPT

Get a single embed widget spec by ID (read-only). Includes inputSchema and full spec AST.

get_workflow

ChatGPT

Get a single workflow by ID (metadata only; graph omitted).

invite_member

ChatGPT

Create or refresh a pending team invitation for an email address and role. Refreshing an existing pending invitation replaces its token. Email delivery may be skipped if mail is not configured, and successful delivery is not confirmed by this tool.

link_guardrail_to_agent

ChatGPT

Associate a guardrail rule with an agent so it applies to that agent's responses.

list_accounts

ChatGPT

List contact accounts (company domains) for the team with optional search and pagination.

list_action_templates

ChatGPT

List available action templates from the dashboard registry (HTTP, Stripe, Shopify, Cal.com, messaging, helpdesk, etc.).

list_actions

ChatGPT

List all custom actions configured for the team (HTTP, integrations, messaging, etc.).

list_agents

ChatGPT

List all AI agents for your project with their basic information.

list_collections

ChatGPT

List helpdocs collections for a site. Use before list_categories or create_help_category.

list_connections

ChatGPT

List team integration connections (platforms like Slack, WhatsApp, Zendesk). Never includes secrets. Supports optional platform filter.

list_conversations

ChatGPT

List support conversations for the team. Optionally filter by status (all, active, unassigned, completed) and limit results. Last messages are truncated for readability.

list_data_sources

ChatGPT

List data sources and directories for the team. Optionally scope to a directory ID to browse a folder tree.

list_external_agents

ChatGPT

List external (API-key) agents for the team. Key material is never returned — only key prefixes.

list_form_submissions

ChatGPT

List form submissions with filtering and pagination. Supports filtering by status, agent, contact, and date range. Returns a total count for the active filter set. Provides an interactive table view.

list_forms

ChatGPT

List all forms for the team with per-form submission counts and the timestamp of the most recent submission. Supports filtering by form type, enabled status, and keyword search.

list_guardrails

ChatGPT

List team guardrail rules, optionally filtered to those linked to a specific agent. Returns name, category, severity, enabled state, and assigned agents.

list_help_sites

ChatGPT

List helpdocs sites for the team (name, status, subdomain, article counts). If empty, use create_help_site before collections/categories/articles.

list_integration_catalog

ChatGPT

List available integration providers (catalog) grouped by category: channels, support, productivity, commerce, automation, developer.

list_invitations

ChatGPT

List pending/past team invitations. Invitation tokens are never returned. Requires an OAuth user (or API key with createdBy).

list_invoices

ChatGPT

List Stripe invoices for the team (read-only). Supports pagination.

list_members

ChatGPT

List team members with roles and ownership. Requires an OAuth user (or API key with createdBy).

list_my_tasks

ChatGPT

List team MCP tasks for the open or closed tab. Open tab includes recently closed tasks from the last 24 hours.

list_pending_approvals

ChatGPT

List workflow human-approval steps awaiting a decision for the team. Newest requests first.

list_tickets

ChatGPT

List support tickets with filtering options. Returns ticket details including subject, status, priority, and requester information. This tool provides an interactive table view with pagination.

list_widgets

ChatGPT

List embed widget specs for the team (read-only). Returns id, name, status, and version.

list_workflow_runs

ChatGPT

List recent runs for a workflow with pagination.

list_workflows

ChatGPT

List team workflows (id, name, status, timestamps). Optional status filter.

publish_article

ChatGPT

Publish a help article by setting its status to published. It becomes publicly accessible when its helpdocs site has public visibility.

reopen_task

ChatGPT

Reopen a closed task by ID.

reply_to_conversation

ChatGPT

Send a reply to an active support conversation. A successful result confirms the message was recorded; it does not confirm the recipient received or read it.

search_contacts

ChatGPT

Search contacts by name, email, phone number, or company name. Returns up to 50 results ordered by last activity.

search_help_articles

ChatGPT

Search help documentation articles by title or description. Returns published and draft articles.

toggle_agent

ChatGPT

Enable or disable an AI agent. Enabling may fail if the team is at its plan limit.

toggle_guardrail

ChatGPT

Enable or disable a guardrail rule.

unlink_guardrail_from_agent

ChatGPT

Remove a guardrail association from an agent.

update_agent_instructions

ChatGPT

Update an agent's system prompt (instructions) to change its behavior and personality.

update_agent_settings

ChatGPT

Update agent settings like AI model, skills, name, or greeting message.

update_article

ChatGPT

Update an existing help article's title, markdown body, or description. Supplied values replace the corresponding stored values; published articles may be publicly visible.

update_contact

ChatGPT

Update contact information including name, email, phone, company, tags, or custom fields.

update_form_schema

ChatGPT

Update an existing form's name, description, field definitions, and/or settings. Supplied field definitions replace the current fields, while settings are merged. If the form is enabled, these changes can affect its public form.

update_guardrail

ChatGPT

Update an existing team guardrail's name, description, judge prompt, severity, or failure action. Supplied values replace the existing configuration values.