MCP Server URL: https://mcp.listalpha.com/mcp

For any questions, contact [email protected].

Available Tools

Read Tools

Contacts

• search_contacts — search contacts by text query and/or list
• fetch_contact_by_id — get a single contact with deals and notes
• fetch_contact_interactions_by_emails — get email and calendar interactions with a contact by email address(es)
• get_contact_interactions — list email/calendar interactions with a single contact by CRM id (plus next upcoming event)
• contact_count — count contacts in a single list or saved contact report
• get_contact_lists — get all contact lists and folders hierarchy
• get_contact_fields — get all contact fields (standard and custom) with IDs and types
• get_contact_custom_fields — get custom field definitions for contacts
• get_adviser_profile — single-call relationship summary for a bank or adviser (top contacts, active deals, recent notes)

People

• search_people — search across people records (broader than contacts)
• enrich_person — enrich a person record with external data

Companies

• search_companies — search companies by name or domain
• fetch_company_by_domain — look up a company by its domain
• fetch_company_by_id — get a single company by its ID
• find_company — find a company by name or domain
• preview_company — preview company data before creation
• get_company_interactions — list email/calendar interactions with contacts at a company by CRM id
• get_company_relations — list aggregated relationships (one row per participant) for a company
• get_company_lists — get all company lists
• get_company_fields — get all company fields (standard and custom) with IDs and types
• get_company_custom_fields — get custom field definitions for companies
• aggregate_companies — group and count companies by field values for reporting

Deals

• search_deals — search deals by text, stage, or date range
• fetch_deal_by_deal_id — get full deal details with notes and related people
• get_deal_interactions — list email/calendar interactions for the company on a deal
• get_deal_relations — list aggregated relationships (one row per participant) for a deal
• get_deal_pipelines_with_stages — get all pipelines with their stages
• get_deal_custom_fields — get custom field definitions for deals
• get_deal_fields — get all deal fields (standard and custom) with IDs and types
• aggregate_deals — group and count deals by field values for reporting
• get_deal_stage_history — get timestamped stage transitions for a deal

Fundraising

• get_fundraising — get a single fundraising opportunity by ID
• search_fundraising — search and list fundraising opportunities
• get_fundraising_interactions — list email/calendar interactions for a fundraising opportunity
• get_fundraising_relations — list aggregated relationships (one row per participant) for a fundraising opportunity
• get_fundraising_stages — get all fundraising stages (valid stageId values)
• get_fundraising_custom_fields — get custom field definitions for fundraising
• get_fundraising_fields — get all fundraising fields (standard and custom) with IDs and types
• aggregate_fundraising — group and count fundraising opportunities by field values for reporting

Investors

• get_investor — get a single investor by ID
• search_investors — search and list investors
• get_investor_interactions — list email/calendar interactions for an investor
• get_investor_relations — list aggregated relationships (one row per participant) for an investor
• get_investor_custom_fields — get custom field definitions for investors
• get_investor_fields — get all investor fields (standard and custom) with IDs and types
• aggregate_investors — group and count investors by field values for reporting

Notes

• search_notes — full-text search across notes
• fetch_note_by_id — get a single note by ID
• get_note_folders — get note folder hierarchy
• list_linked_notes — list notes linked to a given entity
• list_notes_by_domain — list notes related to a company domain (aggregated across company, deals, investors, fundraising, contacts)

Themes

• search_themes — search themes by name
• get_theme_items — get items linked to a theme, optionally filtered by folder
• get_theme_folders — get folders within a theme, grouped by entity type (CONTACT, COMPANY, DEAL, NOTE, TAG)

Interactions

• list_interactions_by_domain — list email and calendar event interactions with contacts at a given domain

Email Campaigns

• list_email_campaigns — list the org's email campaigns (newest first), optionally filtered by status
• get_email_campaign — fetch a single email campaign by ID with HTML, subject, status, and available merge tags

Reports

• list_reports — list available reports for the organization
• get_report — get a single report by ID
• get_report_data — get data for a specific report
• get_report_schedule — get a report's schedule

Notifications

• get_user_notification_settings — fetch the current user's notification settings

Attachments

• get_file_content — fetch file content for an attachment

Platform

• get_platform_how_to_guide — get how-to guidance for using the platform
• get_current_user — return the current user and tenant (name, email, organization)
• objects_count — count all objects across the tenant (contacts, deals, fundraisings, investors, notes)

Write Tools

Contacts

• create_contact — create a new contact, optionally adding it to a specific list
• update_contact — update an existing contact by ID; only provide fields to change
• delete_contact — delete a contact by ID
• add_contact_to_list — add an existing contact to a list (use create_contact only for brand-new contacts)
• create_contact_list — create a new contact list at the root of the workspace
• update_contact_list — rename a list, move it into a folder, and/or change permission; pass folderId: null to move to root
• delete_contact_list — delete a contact list (the default "All Contacts" list cannot be deleted)
• create_contact_folder — create a new folder for organizing contact lists; pass parentFolderId to nest
• update_contact_folder — rename a folder, nest it under another folder, and/or change permission; pass parentFolderId: null to move to root
• delete_contact_folder — delete a folder; lists and sub-folders inside it are moved to the root, and their contacts are not deleted

Companies

• create_company — create a new company
• update_company — update an existing company by ID; only provide fields to change
• delete_company — delete a company by ID

Deals

• create_deal — create a new deal; pipeline and stage default to org defaults if omitted
• update_deal — update an existing deal by ID; only provide fields to change
• delete_deal — delete a deal by ID
• update_deal_stage — rename a deal stage and/or change its flags (default, funnel, kanban)
• reorder_deal_stage — change the position of a deal stage within its pipeline

Fundraising

• create_fundraising — create a new fundraising opportunity; stage defaults to first if omitted
• update_fundraising — update an existing fundraising opportunity by ID; only provide fields to change
• delete_fundraising — delete a fundraising opportunity by ID
• update_fundraising_stage — rename a fundraising stage and/or toggle kanban
• reorder_fundraising_stage — change the position of a fundraising stage

Investors

• create_investor — create a new investor
• update_investor — update an existing investor by ID; only provide fields to change
• delete_investor — delete an investor by ID

Notes

• create_note — create a new note
• update_note — update an existing note by ID; only provide fields to change
• delete_note — delete a note by ID
• link_note — link a note to an entity
• unlink_note — remove a note link from an entity

Themes

• create_theme — create a new theme; returns existing theme if name already exists
• create_theme_item — link an entity to a theme
• delete_theme_item — remove an entity link from a theme
• add_subtheme — make an existing theme a sub-theme of another theme
• remove_subtheme — remove a sub-theme link from a parent theme

Custom Fields

• create_custom_field — add a new custom field to an entity schema (companies, contacts, deals, investors, fundraising)
• update_custom_field — partially update an existing custom field
• delete_custom_field — delete a custom field (default fields cannot be deleted)

Email Campaigns

• create_email_campaign — create a draft email campaign (not sent; sending is manual from the app)
• update_email_campaign — update a draft/failed campaign (sent campaigns may only be renamed)
• delete_email_campaign — delete an email campaign of any status (irreversible; delivered emails unaffected)

Reports

• create_report — create a new report
• update_report — update an existing report by ID; only provide fields to change
• delete_report — delete a report by ID
• create_report_schedule — create a schedule for a report
• update_report_schedule — update a report schedule by ID; only provide fields to change
• delete_report_schedule — delete a report schedule by ID

File Generation

• generate_pdf_from_html — generate a PDF from HTML content
• generate_csv_from_entities — generate a CSV export from entity records

Notifications

• update_user_notification_settings — update the current user's notification settings

Support

• product_support_hotline — escalate product support questions