---
title: "RevSure MCP Tool Catalogue"
slug: "revsure-mcp-tool-catalogue"
updated: 2026-08-24T10:06:31Z
published: 2026-08-24T10:06:31Z
canonical: "documents.revsure.ai/revsure-mcp-tool-catalogue"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documents.revsure.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# RevSure MCP Tool Catalogue

*Single-page reference for all tools*

This page lists every tool, grouped by module.

| Category | Tool | Overview |
| --- | --- | --- |
| **Session / Helpers** |  |  |
| Helpers | init_context | Initializes the session — returns company profile, ICP definitions, communication preferences, and (if memory is on) persistent user memories. Must be called first, every session. |
| Helpers | get_funnel_stages | Get the tenant's sales funnel stage configuration — stage keys, display names, entity types, and funnel groupings. |
| Helpers | get_calendar_config | Get the tenant's fiscal calendar configuration — fiscal year start/end months, week start day, and timezone. |
| Helpers | get_buyer_personas | List the tenant's configured buyer personas (name, description, type, matching dimensions) — needed before filtering by persona. |
| Helpers | find_matching_dimensions | Perform semantic search to find correct dimension names and values in the system. |
| Helpers | get_parameter_options | Fetch valid values for a tool parameter that requires an API lookup (e.g. quarter keys, stage keys, split-by dimension IDs, metric catalogues) before calling the parent tool. |
| Helpers | recall_memory | Search stored user memories (persona, vocabulary, tracked entities, corrections, analysis preferences, tool defaults) before an analysis. |
| Helpers | remember_memory | Store a durable fact about the user — preference, vocabulary definition, tracked entity, correction, or tool default — for future sessions. |
| Helpers | get_additional_model_config | Get the tenant's current `additionalModelConfig` values (competitors, brands, domain, role seniority, role department) from the Projection Config. |
| Helpers | edit_additional_model_config | Add and/or remove competitors, brands, domain, role seniority, or role department on the tenant's Projection Config. |
| **Visitors** |  |  |
| Visitors | visitor_details | Get full details of one or more visitors — scores, activities, industry, and more. |
| Visitors | visitor_journey | Retrieve the engagement journey of a visitor — campaigns, activities, and touchpoints over time. |
| **Leads** |  |  |
| Leads | lead_details | Get full details of one or more leads — scores, activities, industry, and more. |
| Leads | lead_journey | Retrieve the engagement journey of a lead — campaigns, activities, and touchpoints over time. |
| Leads | lead_enrichment | Enrich a lead/person by email across Apollo, MixRank, PDL, and LimaData in parallel — LinkedIn profile, title, company, work history. |
| **Accounts** |  |  |
| Accounts | account_details | Get full details of one or more accounts — propensity scores, opportunity count, lead count, and more. |
| Accounts | account_journey | Retrieve the engagement journey of an account — campaigns, activities, and touchpoints over time. |
| Accounts | account_enrichment | Enrich an account/company by domain via Apollo — industry, size, location, funding, tech stack, founding year, keywords. |
| Accounts | account_engagement_trends | Fetch account engagement metrics over time — LinkedIn impressions/engagement, email sent/opened, visitors, campaign touches, activities — bucketed by day/week/month/quarter/year. |
| **Opportunities** |  |  |
| Opportunities | opportunity_details | Get full details of one or more opportunities — stage, value, activities, industry, and more. |
| Opportunities | opportunity_journey | Retrieve the engagement journey of an opportunity — campaigns, activities, and touchpoints over time. |
| Opportunities | get_opportunity_contacts | Get all contacts related to an opportunity (primary contact, all contacts in opportunity, or all contacts in account). |
| **Prospects** |  |  |
| Prospects | get_account_prospects | Get prospects for a specific account based on ICP Fit. |
| **Journeys** |  |  |
| Journeys | aggregate_journey | Analyse the most common aggregate buyer journey paths — sequences of engagements contacts follow as they progress through the funnel. |
| Journeys | aggregate_journey_drilldown | Drill down into a journey path returned by aggregate_journey — returns the specific entities that followed that journey. |
| Journeys | aggregate_journey_entities | Return entities corresponding to the top aggregate journey paths. |
| Journeys | aggregate_touchpoint | Analyse the most influential touchpoints across journeys — which engagements appear most frequently and broadly across entity journeys. |
| Journeys | aggregate_touchpoint_drilldown | Drill down into a touchpoint returned by aggregate_touchpoint — returns the specific entities whose journeys include that touchpoint. |
| Journeys | aggregate_touchpoint_composition | Break down a touchpoint category into its internal composition — which campaigns/activities within that touchpoint drive impact. |
| Journeys | get_meetings | Get an overview list of meetings/calls/conversations for a lead, account, or opportunity. |
| Journeys | get_meeting_details | Get full details of a specific meeting/call (summary, attendees, next steps, pain points, sentiment, etc.). |
| Journeys | get_engagement_signals | Holistic engagement signals for a lead/account/opportunity from meetings and/or chat (Slack) — sentiment, intent/risk level, pain points, objections, MEDDPICC, buying-group coverage, next steps, trajectory. |
| **Multitouch Attribution & Conversion Paths** |  |  |
| Multitouch Attribution | conversion_attribution | Funnel Conversion Attribution table — how each value of a chosen dimension (e.g. Channel) contributes to conversion between every consecutive pair of funnel stages. |
| Multitouch Attribution | conversion_path | Top end-to-end touch sequences that move entities from one funnel stage to the next, returned as a sankey graph plus a flat table. |
| Multitouch Attribution | conversion_lift_analysis | Measures whether a binary GTM touch (e.g. "Google Touched") has a statistically significant impact on conversion between two funnel stages (Chi-squared test). |
| Multitouch Attribution | deep_funnel_creation_attribution | For a chosen dimension (e.g. Campaign Channel), how much volume/value it generated at each funnel stage, broken down by attribution model. |
| Multitouch Attribution | deep_funnel_leakage_attribution | Same as above but for leakage/drop-off — how much volume/value was lost at each stage, by dimension and attribution model. |
| **Cohort Intelligence** |  |  |
| Cohort Intelligence | cohort_stage_view | Point-in-time, single-start-stage cohort analytics — funnel chart, per-stage KPI cards, progression cards, or a stage metrics table. |
| Cohort Intelligence | cohort_movement | Stage-transition analytics for a cohort — KPI summary (progressed/regressed/leaked/open), stage-to-stage matrix, or flat edge list for Sankey/flow diagrams. |
| Cohort Intelligence | cohort_trend | Time-series of cohort metrics (created/progressed/open/leaked/regressed) across fiscal quarters, anchored at one start stage, with up to a 2-D dimension split. |
| **DGE (Demand Gen / Campaigns)** |  |  |
| DGE | campaign_metrics_with_attribution | Retrieve aggregated campaign performance metrics with attribution (where configured). |
| DGE | campaign_metrics_without_attribution | Retrieve aggregated campaign performance metrics without attribution (raw / non-attributed) — spend, impressions, clicks, CTR, CPM, CPC. |
| DGE | drill_down_without_attribution | Retrieve individual records (leads/contacts, opportunities, or accounts) behind campaign metrics without attribution. |
| **Campaign Reallocation** |  |  |
| Campaign Reallocation | campaign_reallocation | Recommend campaign budget reallocations to maximize ROI (keeping total budget constant) — top/bottom performers and per-campaign spend shift. |
| **Campaign Analytics** |  |  |
| Campaign Analytics | individual_campaign_lift_analysis | Analyze lift for individual campaign dimensions — compares conversion rates between exposed vs not exposed. |
| Campaign Analytics | across_campaign_lift_analysis | Analyze campaign lift across multiple campaigns — compares engagement types relative to average conversion rate. |
| **Funnel** |  |  |
| Funnel | funnel_health_metrics | Retrieve funnel health KPI metrics — lead volumes, pipeline values, conversion rates, velocity, win rate, sales cycle, and more (aggregated or trended). |
| Funnel | funnel_additions | Per-stage Additions — new volume/value entering each funnel stage, as KPI cards, an operational trend chart, or a period-over-period trend, optionally split by dimension. |
| **Pipeline** |  |  |
| Pipeline | pipeline_generation_performance | Get pipeline generation projection performance — summary metric cards per quarter or year, cumulative trend-line, and stage-level projection funnel. |
| Pipeline | pipeline_generation_winrate | Get pipeline generation win rates — conversion efficiency cards for generated pipeline projections. |
| Pipeline | pipeline_generation_trends | Pipeline Generation Trends chart — generated pipeline (value/volume) as one bar per period (quarter/month/week/day/year), optionally split by dimension, with current-period actual vs. projected. |
| Pipeline | pipeline_generation_split_performance | Pipeline generation projections split by a chosen dimension (industry, company size, etc.) — per-segment projection metrics and composition breakdown. |
| Pipeline | pipeline_generation_winrate_split | Pipeline generation win rates split by a chosen dimension — per-segment conversion efficiency for newly generated pipeline. |
| Pipeline | pipeline_progression_trends | For each destination stage, the value/volume/% of a cohort that progressed into that stage across selected trend quarters — optionally split by dimension. |
| Pipeline | open_pipeline_trends_by_close_quarter | Open pipeline value/volume bucketed by quarter of expected close (q0–q7), optionally split by a secondary dimension. |
| Pipeline | pipeline_readiness | Health of existing open deals and how likely they are to close — summary cards, win-rate %, stage-by-stage breakdown, projected pipeline values, and optional stage-specific insights. |
| Pipeline | pipeline_readiness_split | Same open-pipeline health data as pipeline_readiness, sliced by a dimension (region, industry, deal size) — per-segment readiness, win rates, and composition. |
| Pipeline | pipeline_health_overview | Snapshot of open-pipeline health per closing quarter — Current Pipeline value, Avg Age, Avg Deal Size, # Accounts, coverage, activity/campaign-touch metrics, projected win rate, plus Win Rate Till Date, with week-over-week (or custom) deltas. |
| Pipeline | booking_readiness | Likelihood of current pipeline converting into closed-won revenue within a target period — summary cards, trend, funnel projection, and optional stage-specific AI insights. |
| Pipeline | booking_readiness_split | Same booking-to-close data as booking_readiness, sliced by a dimension (company size, opportunity type, industry) — per-segment metrics, win rates, and composition. |
| Pipeline | booking_daily_trends | Day-by-day Booking Daily Trends chart — cumulative or relative, value or volume, one line per requested quarter (up to ~90 days each). |
| Pipeline | daily_pacing_stage_metrics | Month-level pacing summary per funnel stage — Final Actual, % to Target, Avg. Daily Actual, Delta, Business Days, Overall Target, in volume and value. |
| Pipeline | daily_pacing_daily_breakdown | Day-by-day cumulative pacing curve for a single funnel stage in a chosen month — Target, Actual, Delta, % to Target per calendar day. |
| **Win Rate Analysis** |  |  |
| Win Rate Analysis | winrate_factors | Top factors driving or hurting pipeline win rate for a given quarter, ranked by net impact. |
| Win Rate Analysis | winrate_factor_drilldown | Drill down into a specific win-rate factor to see the individual opportunities behind it. |
| **Incrementality** |  |  |
| Incrementality | incrementality_prepost_analysis | Pre & Post analysis testing the statistical impact of a GTM treatment (e.g. spend, campaign) on a response variable (e.g. pipeline, leads) using a Welch t-test. |
| **Enrichment** |  |  |
| Enrichment | account_enrichment | Enriches account info with data from partners like Apollo (industry, size, location, funding, tech stack). |
| Enrichment | lead_enrichment | Enriches lead/person info by email across Apollo, MixRank, PDL, and LimaData. |
| **LinkedIn — Research** |  |  |
| LinkedIn | get_person_linkedin_data | Finds LinkedIn profile details of any lead — ICP analysis, recent activity, suggested outreach, and pain points derived from the profile. |
| LinkedIn | get_account_linkedin_data | Finds LinkedIn profile and recent post activity of an account/company for research and ICP fit. |
| **LinkedIn — Actions** |  |  |
| LinkedIn | linkedin_connect_account | Generates a hosted browser link for the user to authenticate (or reconnect) a LinkedIn account. |
| LinkedIn | linkedin_get_user_posts | Fetches a LinkedIn user's recent posts for outreach personalization or as a prerequisite to engaging with a post. |
| LinkedIn | linkedin_engage_with_post | Reacts to and/or comments on a LinkedIn post from a connected account. |
| LinkedIn | linkedin_send_connection_request | Sends a LinkedIn connection request to a person from a connected account, with an optional personalized note. |
| LinkedIn | linkedin_send_message | Sends a LinkedIn message (DM or InMail, auto-selected) from a connected account. |
| **MMX (Marketing Mix)** |  |  |
| MMX | mmx_contribution_by_channel | Shows how each marketing factor contributed to pipeline/booking generation per quarter as a stacked bar chart. |
| MMX | mmx_contribution_by_quarter | Returns a per-factor breakdown table with spend, impressions, campaigns, contribution, and ROI for a given quarter. |
| MMX | mmx_channel_bar_trends | Plots one or more marketing metrics (e.g. spend, pipeline) as a time-series trend bucketed by day/week/month/quarter. |
| MMX | mmx_channel_performance_comparison | Compares all channels side-by-side on two metrics (e.g. pipeline vs. booking ROI) over a selected time window. |
| MMX | mmx_channel_performance_trends | Shows how two performance metrics for selected channels evolve quarter-over-quarter. |
| MMX | mmx_marketing_movement | Compares how selected factors moved on two metrics between a start and end quarter. |
| MMX | mmx_response_curve_analysis | Understand the response of a metric like pipeline generated to a marketing input like spend, plus ROI and marginal ROI views, and find the saturation point. |
| **Reli and Agent Config** |  |  |
| Reli | reli_get_config | Get the tenant's current Reli ICP definitions (lead + account) and playbooks — required before editing either. |
| Reli | reli_edit_icp_definitions | Add and/or remove lead-level and account-level ICP definitions on the tenant's Reli config. |
| Reli | reli_add_playbook | Add a single playbook (lead/opportunity/account) to the tenant's Reli config — name, content, description. |
| **Agents** |  |  |
| Agents | list_agents | Discover available agents for the tenant, searchable by name/description/tags (e.g. account research, prospecting). |
| Agents | trigger_agent | Trigger an agent run with user-supplied inputs (e.g. account_research with an Action Plan) — always confirm with the user before calling. |
| Agents | get_agent_run_status | Poll the status and result of a previously triggered agent run until it reaches a terminal state. |