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Available MCP Tools Catalog

The GroupTrack MCP server exposes 17 specialized tools covering core CRM entities: Contacts, Pipelines & Stages, Tag Sets & Tags, Activities & Notes, Tasks, and Account Verification.

All tools include built-in smart name resolution: AI agents can pass natural friendly names (such as pipeline name "Sales Pipeline", stage name "Discovery", or tag name "VIP") and the MCP server will automatically resolve them to their corresponding UIDs.

1. Contact Management​

get_contact_count​

Returns the total count of contacts matching optional filters.

  • When to use: Whenever the user asks "How many contacts do we have?" or requests counts filtered by tag, pipeline, or stage.
  • Parameters:
    • tagName (string, optional): Filter by tag name (e.g. "VIP").
    • pipelineName (string, optional): Filter by pipeline name (e.g. "Sales Pipeline").
    • stageName (string, optional): Filter by stage name (e.g. "Lead").
  • Returns: { totalContacts: number }

search_contacts​

The primary contact discovery tool. Search contacts using specific attributes, tags, pipeline stages, or natural-language semantic queries across notes and conversations.

  • When to use: Call this tool first when a user mentions a person by name or email, to obtain their unique GTID before calling update, tag, or pipeline tools.
  • Parameters:
    • name / query (string, optional): Search by person's full name (e.g. "John Doe").
    • firstName (string, optional): Filter by first name.
    • lastName (string, optional): Filter by last name.
    • emailAddress (string, optional): Exact or prefix email address.
    • phoneNumber (string, optional): Phone number digits.
    • tagName (string, optional): Filter by tag name.
    • pipelineName (string, optional): Filter by pipeline name.
    • stageName (string, optional): Filter by pipeline stage name.
    • semanticQuery (string, optional): Natural language semantic query across conversation history and notes (e.g. "leads interested in coaching"). Do not place names or tags here.
    • limit (number, optional): Max records to return (default: 20, max: 100).
    • page (number, optional): Page number for pagination.
    • sort (string, optional): Sort order (e.g. addedAt, -addedAt).
  • Returns: List of contact summaries containing gtid, fullName, email, phone, tags, and pipelines.

get_contact​

Retrieves the complete 360-degree contact record.

  • Parameters:
    • gtid (string, required): The unique GroupTrack ID (GTID) of the contact.
  • Returns: Full contact object including custom fields, social profiles, pipelines, tags, and stage history.

create_contact​

Creates a new contact record in GroupTrack.

  • Parameters:
    • firstName (string, optional): First name.
    • lastName (string, optional): Last name.
    • emailAddress (string, optional): Email address.
    • phoneNumber (string, optional): Phone number.
    • bioText (string, optional): Biography or background note.
    • pipelineName (string, optional): Automatically enroll contact into this pipeline upon creation.
    • stageName (string, optional): Set initial stage within the pipeline.
    • tagName (string, optional): Apply an initial tag upon creation.
  • Returns: Newly created contact record with assigned GTID.

update_contact​

Updates properties on an existing contact record.

  • Parameters:
    • gtid (string, required): Target contact GTID.
    • firstName (string, optional): Updated first name.
    • lastName (string, optional): Updated last name.
    • emailAddress (string, optional): Updated email address.
    • phoneNumber (string, optional): Updated phone number.
    • bioText (string, optional): Updated bio text.
  • Returns: Updated contact record.

2. Pipelines & Stages​

get_pipelines​

Retrieves all sales pipelines and their ordered stages.

  • Parameters: None.
  • Returns: Array of pipeline definitions containing pipelineUID, nickName, name, and stages (with stageUID, name, order).

add_contact_to_pipeline​

Enrolls a contact into a pipeline.

  • Parameters:
    • gtid (string, required): Contact GTID.
    • pipelineName (string, optional): Friendly pipeline name (e.g. "Sales Pipeline").
    • pipelineUID (string, optional): Explicit pipeline UID (grp_... or ppln_...).
    • stageName (string, optional): Initial stage name to place contact in.
    • stageUID (string, optional): Explicit stage UID (stg_...).
  • Returns: Confirmation of enrollment with resolved pipeline and stage.

set_contact_stage​

Moves a contact to a different stage within a pipeline.

  • Parameters:
    • gtid (string, required): Contact GTID.
    • pipelineName (string, optional): Friendly pipeline name.
    • pipelineUID (string, optional): Explicit pipeline UID.
    • stageName (string, optional): Target stage name (e.g. "Proposal Sent", "Closed Won").
    • stageUID (string, optional): Explicit stage UID (stg_...).
  • Returns: Updated pipeline state for the contact.

remove_contact_from_pipeline​

Removes a contact from a pipeline.

  • Parameters:
    • gtid (string, required): Contact GTID.
    • pipelineName (string, optional): Friendly pipeline name.
    • pipelineUID (string, optional): Explicit pipeline UID.
  • Returns: Removal confirmation.

3. Tag Sets & Tags​

get_tag_sets​

Lists all tag sets and their individual tags.

  • Parameters: None.
  • Returns: Array of tag sets with their tagSetUID, category name, and nested tags array (tagID, name).

add_tag_to_contact​

Applies a tag to a contact. Resolves tag and tagSet automatically by friendly name.

  • Parameters:
    • gtid (string, required): Contact GTID.
    • tagName (string, optional): Friendly tag name (e.g. "VIP", "Hot Lead").
    • tagID (string, optional): Explicit tag ID (t_...).
    • tagSetUID (string, optional): Explicit tag set UID (ts_...).
  • Returns: Confirmation with applied tag and tag set details.

remove_tag_from_contact​

Removes a tag from a contact record.

  • Parameters:
    • gtid (string, required): Contact GTID.
    • tagName (string, optional): Friendly tag name.
    • tagID (string, optional): Explicit tag ID.
    • tagSetUID (string, optional): Explicit tag set UID.
  • Returns: Removal confirmation.

4. Activities & Notes​

search_activities​

Fetches interaction logs, call logs, and notes.

  • Parameters:
    • GTID (string, optional): Filter activities by contact GTID.
    • type (string, optional): Filter by activity type (e.g. "note", "call", "email").
    • limit (number, optional): Max records to return.
  • Returns: Array of activity records ordered by creation date.

create_activity​

Logs a note or interaction onto a contact record.

  • Parameters:
    • GTID (string, required): Target contact GTID.
    • type (string, required): Activity type (e.g. "note", "call", "meeting").
    • note (string, optional): Detailed text content or meeting summary.
    • action (string, optional): Action descriptor (e.g. "Sent follow-up proposal").
  • Returns: Created activity record with timestamp and activity UID.

5. Tasks & Follow-ups​

search_tasks​

Queries tasks across the team or for a specific contact.

  • Parameters:
    • GTID (string, optional): Filter tasks for a specific contact.
    • taskStatus (string, optional): Filter by status: "incomplete" or "completed".
    • limit (number, optional): Maximum number of tasks.
  • Returns: Array of task objects with due dates, assignees, and completion statuses.

create_task​

Creates a follow-up task or reminder.

  • Parameters:
    • taskName (string, required): Title/description of the task (e.g. "Follow up on pricing demo").
    • GTID (string, optional): Associated contact GTID.
    • dueDate (string, optional): ISO-8601 timestamp string (e.g. "2026-10-05T14:00:00Z").
  • Returns: Created task details with assigned UID.

6. Account & Connectivity​

get_team_info​

Fetches team name, owner, and active team member roster.

  • Parameters: None.
  • When to use: Use as a connectivity sanity check when setting up an MCP connection in Meta Muse or Claude Desktop to verify the API key is active.
  • Returns: { teamName, ownerUID, members: [...] }