Tools Reference

Overview & Discovery

get_overview

Get a high-level summary of your product intelligence landscape. Use this as a starting point.

Parameter	Type	Default	Description
`time_range`	`7d` `30d` `90d` `all`	`30d`	Time window

Returns: total insights, deal blockers, churn risks, top categories.

get_facets

Get aggregated counts by dimension. Use to understand distributions before drilling in.

Parameter	Type	Required	Description
`dimensions`	array	yes	Which dimensions: `category`, `severity`, `feature_area`, `emotion`, `country`, `industry`, `source_type`
`date_from`	string	no	Start date YYYY-MM-DD
`date_to`	string	no	End date YYYY-MM-DD

Returns: top 20 values with counts per dimension. source_type separates calls, support, and email.

get_trends

Get time-bucketed counts for trend analysis.

Parameter	Type	Default	Description
`query`	string	none	Topic to trend. Leave empty for overall volume
`category`	string	none	Filter by category
`feature_area`	string	none	Filter by feature area
`granularity`	`daily` `weekly` `monthly`	`weekly`	Time bucket size
`date_from`	string	90 days ago	Start date
`date_to`	string	today	End date

Returns: time-bucketed counts with unique customers and average frustration per period.

Customer Intelligence

search_customers

Find customers by name, industry, country, or engagement metrics. Every result includes revenue context.

Parameter	Type	Default	Description
`query`	string	none	Company name, domain, or keyword
`industry`	string	none	Filter by industry
`country`	string	none	Filter by country
`has_active_deals`	boolean	none	Only customers with open deals
`has_deal_blockers`	boolean	none	Only customers with deal blockers
`has_churn_risks`	boolean	none	Only customers with churn risks
`min_insights`	integer	none	Only customers with N+ insights
`sort`	`insight_count` `arr` `deal_value` `frustration` `recency` `churn` `name`	`insight_count`	Sort order. `arr` ranks by what each customer pays now; `churn` ranks churned, then at-risk customers first
`limit`	integer	10	Max results (1-50)
`offset`	integer	0	Skip first N results

Returns: company profiles with CRM data, deal values, and intelligence stats. Customers with equal sort values come in customer ID order, so pages never repeat or skip a customer. Customers with nothing to sort by come last, in customer ID order, after negative values too: no product insights for insight_count and recency, no current ARR and no product insights for arr, no won deal value for deal_value, no frustration score for frustration, and no churn state, stated churn or product insights for churn.

get_customer

Get full profile for a specific customer.

Parameter	Type	Required	Description
`id`	string	yes	Customer ID from search_customers. Pass the full ID, never a shortened one

Returns: CRM data, deals, contacts, intelligence summary, strategic context, and the account family the customer is counted under, with each of its accounts’ CRM record id.

Product Intelligence

search_insights

Find product intelligence by keyword or meaning. Returns 300-character content previews and a customers_mentioned summary.

Parameter	Type	Default	Description
`query`	string	none	What to search for. Works with natural language
`customer_id`	string	none	Filter to one customer. Pass the full ID, never a shortened one
`category`	`bug` `feature request` `improvement` `integration issue` `missing functionality` `ux/ui issue` `documentation` `performance issue` `security issue` `reporting`	none	Filter by category
`severity`	`Critical` `High` `Medium` `Low`	none	Filter by severity
`is_deal_blocker`	boolean	none	Only deal-blocking insights
`is_churn_risk`	boolean	none	Only churn-risk insights
`feature_area`	string	none	Filter by product area
`emotion`	string	none	Filter by emotion (frustrated, disappointed, confused, hopeful, etc.)
`source_type`	`calls` `support` `email`	none	Filter by source. Email results come from parsed forwarded-email threads
`country`	string	none	Filter by customer country
`industry`	string	none	Filter by customer industry
`date_from`	string	none	Start date YYYY-MM-DD
`date_to`	string	none	End date YYYY-MM-DD
`sort`	`relevance` `severity` `frustration` `recency`	`relevance`	Sort order
`limit`	integer	20	Max results (1-100)
`offset`	integer	0	Skip first N results

Returns: matching insights with content previews, plus a customers_mentioned summary of the customers behind the insights on that page. With a query, the matches form one ranked list of at most 300 insights: offset and sort page through it and total_matches is its size. semantic_matching_available: false means only keyword matches came back, so a topic with no match may still have been raised in other words; pages only follow on from each other while that value stays the same.

get_insight

Get full detail for a specific insight.

Parameter	Type	Required	Description
`id`	string	yes	Insight ID from search_insights. Pass the full ID, never a shortened one

Returns: full verbatim content, pain point, workaround, use case, business outcomes, kano category, and reporter details. The response includes a conversation pointer (id and source) to the call, ticket, or other source the insight came from, or null when no openable source is stored; pass both to get_conversation to read the full source. For an email insight, the response also includes every exact supporting span in evidence, ordered as used by the insight. Each span identifies its message and source part so it can be checked against the full thread.

Conversation Evidence

list_conversations

List calls, support tickets, and email threads for a customer. Prefer customer_id; name lookup is a fallback.

Parameter	Type	Default	Description
`customer_id`	string	none	Customer ID from `search_customers`. Pass the full ID, never a shortened one
`customer_name`	string	none	Customer or account name when no ID is available
`source_type`	`calls` `support` `email` `all`	`all`	Filter by conversation source
`limit`	integer	20	Max results (1-50)
`customer_scope`	`family` `entity`	`family`	Expand to the customer family or use only the selected CRM entity

Returns: conversation metadata without transcript content. Each email thread appears once, with the matched account, participants, ordered delivery IDs, message count, and source-completeness warnings.

get_conversation

Get the source content for one conversation returned by list_conversations or by the conversation pointer of get_insight or get_signal.

Parameter	Type	Required	Description
`id`	string	yes	Conversation ID from `list_conversations` or from a `conversation` pointer. This is the ClosedLoop AI ID, not the ID the source system shows in its own links. For email, a thread ID or one of its delivery IDs
`source`	`gong` `fireflies` `granola` `plaud` `readai` `google_meet` `noota` `intercom` `freshdesk` `ada` `typeform` `slack` `mcp` `canny` `uservoice` `email`	yes	Source system, as given by `list_conversations` or the `conversation` pointer

Google Meet, Noota, Typeform, Slack, Canny, UserVoice and submitted-feedback conversations can be opened only when they are the source of at least one insight or context record. For email, returns the complete parsed thread in chronological order as structured messages with sender, recipients, subject, body, and extracted attachments. It also returns a compatible transcript, the matched account, participants, ordered delivery IDs, and source_complete. This is the complete parsed source, not raw MIME or attachment bytes. Check source_complete and warning_codes: false means parsing, extraction, or response limits omitted some source content, and the warnings explain why.

Sales Intelligence

search_signals

Search strategic intelligence: satisfaction, churn, competitor mentions, buying behavior.

Parameter	Type	Default	Description
`query`	string	none	What to search for
`type`	string	none	Context type: `satisfaction`, `churn_reason`, `competitor_mention`, `decision_criteria`, `purchase_hesitation`, `win_reason`, `onboarding_friction`, and more
`customer_id`	string	none	Filter to one customer. Pass the full ID, never a shortened one
`date_from`	string	none	Start date YYYY-MM-DD
`competitor_name`	string	none	Filter by competitor name. Use get_competitors to see valid names
`date_to`	string	none	End date YYYY-MM-DD
`sort`	`relevance` `recency`	`relevance`	Sort order
`limit`	integer	20	Max results (1-100)
`offset`	integer	0	Skip first N results

Returns: strategic context records with content previews, churn urgency, satisfaction level, competitor names. With a query, the matches form one ranked list of at most 300 records that offset and sort page through, total_matches is its size, and semantic_matching_available: false means only keyword matches came back.

get_competitors

List your configured competitors with mention counts from customer conversations. Use this to see which competitors come up most, then drill in with search_signals(competitor_name="..."). No parameters required. Returns: competitor list with names, products, mention counts, and whether they’re a direct competitor.

get_signal

Get full detail for a specific context record.

Parameter	Type	Required	Description
`id`	string	yes	Context record ID from search_signals. Pass the full ID, never a shortened one

Returns: full content, context, source URL, and competitor details. The response includes a conversation pointer (id and source) to the call, ticket, or other source the record came from, or null when no openable source is stored; pass both to get_conversation to read the full source. For email, it also returns every exact supporting span in ordered evidence.

search_opportunities

Find the biggest Themes ranked by business impact. In tool names, opportunity means Theme.

Parameter	Type	Default	Description
`query`	string	none	Search by topic
`status`	`active` `new` `declined` `all`	`active`	Filter by status
`velocity_status`	`accelerating` `active` `cooling` `dormant`	none	Filter by growth trend
`sort`	`ric_score` `signal_count` `customer_count` `deal_blocker_count` `recency`	`ric_score`	Sort order
`min_signals`	integer	10	Minimum insight count
`has_deal_blockers`	boolean	none	Only Themes with deal blockers
`limit`	integer	10	Max results (1-50)
`offset`	integer	0	Skip first N results

Returns: Themes with RIC scores (reach/impact/confidence), customer counts, severity breakdown, and velocity status.

get_opportunity

Get full detail for a specific Theme, including evidence and revenue impact. In tool names, opportunity means Theme.

Parameter	Type	Required	Description
`id`	string	yes	Theme ID from `search_opportunities`. Pass the full ID, never a shortened one

Returns: full evidence (top 50 quotes), customer list with IDs and deal values, total_won_deal_value, and Features associated with parent Themes.

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Overview & Discovery

get_overview

get_facets

get_trends

Customer Intelligence

search_customers

get_customer

Product Intelligence

search_insights

get_insight

Conversation Evidence

list_conversations

get_conversation

Sales Intelligence

search_signals

get_competitors

get_signal

search_opportunities

get_opportunity

​Overview & Discovery

​get_overview

​get_facets

​get_trends

​Customer Intelligence

​search_customers

​get_customer

​Product Intelligence

​search_insights

​get_insight

​Conversation Evidence

​list_conversations

​get_conversation

​Sales Intelligence

​search_signals

​get_competitors

​get_signal

​search_opportunities

​get_opportunity

Overview & Discovery

get_overview

get_facets

get_trends

Customer Intelligence

search_customers

get_customer

Product Intelligence

search_insights

get_insight

Conversation Evidence

list_conversations

get_conversation

Sales Intelligence

search_signals

get_competitors

get_signal

search_opportunities

get_opportunity