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` `deal_value` `frustration` `recency` `name`	`insight_count`	Sort order
`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.

get_customer

Get full profile for a specific customer.

Parameter	Type	Required	Description
`id`	string	yes	Customer ID from search_customers

Returns: CRM data, deals, contacts, intelligence summary, strategic context.

Product Intelligence

search_insights

Find product intelligence using hybrid search (keyword + semantic). 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
`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 showing which customers raised this topic.

get_insight

Get full detail for a specific insight.

Parameter	Type	Required	Description
`id`	string	yes	Insight ID from search_insights

Returns: full verbatim content, pain point, workaround, use case, business outcomes, kano category, and reporter details. For an email insight, the response also includes a canonical conversation pointer and 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 canonical 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`
`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. Email results are deduplicated by canonical thread and include 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 an email insight’s conversation pointer.

Parameter	Type	Required	Description
`id`	string	yes	Conversation ID. For email, a canonical thread ID or one of its delivery IDs
`source`	`gong` `fireflies` `granola` `intercom` `email`	yes	Source system

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
`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.

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

Returns: full content, context, source URL, and competitor details. For email, it also returns a canonical conversation pointer plus every exact supporting span in ordered evidence, so the source can be checked with get_conversation.

search_opportunities

Find the biggest Themes ranked by business impact. The tool name retains the legacy opportunities identifier for compatibility.

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. The tool name retains the legacy opportunity identifier for compatibility.

Parameter	Type	Required	Description
`id`	string	yes	Theme ID from `search_opportunities`

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