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Tools

These are the tools the iClosed MCP server gives your assistant. Tool names are the same in every client, though some clients display them differently (for example, Claude shows create_contact as Create contact).

Each tool needs a scope that you approve on the consent screen. The tool also only works if your iClosed role allows the action. Write tools change data in your workspace. Consider setting them to Needs approval in your assistant. See Security.


Contacts

ToolWhat it doesScopeType
get_contactsList and search contacts, with filters such as status, event, owner, tags and UTM valuescontacts:readRead
get_contact_by_idGet one contact, including statscontacts:readRead
get_contact_journeyGet a contact's activity historycontacts:readRead
create_contactCreate a contact, or update the existing one with the same email or phonecontacts:writeWrite
update_contactUpdate a contact's detailscontacts:writeWrite

Contact notes

ToolWhat it doesScopeType
get_contact_notesList the notes on a contactcontacts.notes:readRead
create_contact_noteAdd a note to a contactcontacts.notes:writeWrite

Custom fields

ToolWhat it doesScopeType
get_all_object_types_custom_fieldsList custom fields for every object typefields:readRead
get_custom_fields_by_object_typeList custom fields for one object type, such as contact or callfields:readRead
get_contact_stageGet the Contact Stages field and its optionsfields:readRead
create_custom_fieldCreate a custom fieldfields:writeWrite
update_custom_fieldUpdate a custom fieldfields:writeWrite
create_custom_field_answerSet a field answer on a contact or callfields:writeWrite
bulk_create_custom_field_answerSet the same field answer on many contactsfields:writeWrite
insert_invitee_answersSave a contact's answers to an event's booking questionsfields:writeWrite

Deals

ToolWhat it doesScopeType
get_dealsList deals, with filters such as contact, closer, product and datedeals:readRead
create_dealCreate a deal for a calldeals:writeWrite
update_dealUpdate a deal's value, closer or other detailsdeals:writeWrite

Events

ToolWhat it doesScopeType
get_eventsList events, or get one by ID or tokenevents:readRead
get_events_for_link_prefix, search_public_eventsList events with their booking link prefixevents:readRead
get_event_by_idGet one event by ID or link prefixevents:readRead
get_public_event_dates, get_available_booking_slotsGet available booking dates and times for an eventevents:readRead
troubleshoot_slotsShow every slot on a date and why each is or isn't availableevents:readRead
update_event_statusActivate or deactivate an eventevents:writeWrite

Event calls

ToolWhat it doesScopeType
search_event_callSearch calls by date, event, closer, setter, contact, outcome and moreeventCalls:readRead
create_event_call, book_public_eventBook a call on an eventeventCalls:writeWrite
reschedule_event_callMove a call to a new timeeventCalls:writeWrite
cancel_event_callCancel a calleventCalls:writeWrite
update_call_closerReassign a call to another closereventCalls:writeWrite
update_slot_freeMark a booked call's calendar slot as free or busyeventCalls:writeWrite

Products

ToolWhat it doesScopeType
list_productsList productsproducts:readRead
create_productCreate a productproducts:writeWrite
update_productUpdate a productproducts:writeWrite

Call outcomes

ToolWhat it doesScopeType
update_taskSet a call's outcome, with notes, and create a deal when the outcome is wonoutcomes:writeWrite

Transactions

ToolWhat it doesScopeType
get_transactionsList transactions, with filters such as source, sync status and datetransactions:readRead
create_transactionRecord a transactiontransactions:writeWrite
update_transactionUpdate a transactiontransactions:writeWrite
delete_transactionPermanently delete a transactiontransactions:deleteWrite

Users and availability

ToolWhat it doesScopeType
get_usersList the users in your workspace, including removed usersusers:readRead
get_user_availabilitiesList availability schedules, with their weekly slots and linked eventsavailabilities:readRead

Some tools are aliases of another tool, under a name assistants find more easily: get_events_for_link_prefix and search_public_events (of get_events), get_available_booking_slots (of get_public_event_dates), and book_public_event (of create_event_call).