The OpenCX MCP server exposes over 140 tools across 25+ domains, usable from any MCP-compatible client — Claude Desktop, Cursor, VS Code, or your own integration.
Ask your AI assistant: “What OpenCX tools do you have?” — it will enumerate all available tools live.
Tool Description list_contactsList contacts with cursor pagination create_contactCreate a contact (email, phone, name, custom data) update_contactUpdate contact fields delete_contactDelete a contact by ID
Chat Sessions Tool Description list_sessionsList sessions with filters (status, channel, date range) filter_sessionsAdvanced search (sentiment, tags, teams, language) get_sessionGet session details by ID get_session_by_ticketLook up a session by ticket number create_sessionCreate a chat session for a contact update_sessionUpdate session status (resolve, close, reopen) assign_sessionAssign or unassign a session to an agent transfer_session_to_teamTransfer a session to a team send_messageSend a message in a session (as contact or agent) add_session_commentAdd an internal agent comment to a thread get_session_historyGet message history for a session get_session_handoffsGet handoff event details for a session get_session_tagsGet all tags on a session tag_sessionAdd a tag to a session untag_sessionRemove a tag from a session searchFull-text search across contacts and messages search_sessionsSearch contacts and messages by keyword investigate_sessionDeep investigation with summary and diagnostics investigate_ticketInvestigate a session by ticket number investigate_session_debugFull debug data with AI reasoning and citations
Blocklist Tool Description list_blocked_contactsList all blocked contacts block_contactBlock a contact by email check_contact_blockedCheck if a contact is blocked unblock_contactRemove a contact from the blocklist list_blocked_domainsList all blocked email domains block_domainsBlock one or more email domains check_domain_blockedCheck if a domain or email is blocked unblock_domainRemove a domain from the blocklist
Autopilot Tool Description get_autopilot_statusGet autopilot enabled/disabled status per channel set_autopilotEnable or disable autopilot for a channel
AI Training Tool Description list_training_scenariosList training scenarios with filters and pagination get_training_scenarioGet a scenario by ID create_training_scenarioCreate a scenario (type, draft, channels, segments) update_training_scenarioUpdate a scenario with diff or direct mode delete_training_scenarioDelete a scenario publish_training_scenarioPublish a draft scenario toggle_training_draftUnpublish a scenario (set to draft) get_training_version_historyGet publish history for a scenario revert_training_versionRevert a scenario to a previous version move_training_to_directoryMove a scenario into a directory search_training_knowledgeSemantic search across training and knowledge base get_ai_profileGet the AI agent identity and system prompt update_ai_profileUpdate the AI agent system prompt
Training Directories Tool Description list_training_directoriesList all directories get_training_directory_treeGet full directory tree with items create_training_directoryCreate a new directory update_training_directoryRename a directory delete_training_directoryDelete a directory and its contents
AI Actions Tool Description list_actionsList all actions the AI agent can call get_actionGet an action with its full payload spec create_actionCreate an action with parameters and request body update_actionUpdate an existing action delete_actionDelete a single action list_action_tagsList all unique tags across actions
Website Crawling Tool Description list_datasourcesList website datasources create_datasourceCreate a datasource and start crawling get_datasourceGet datasource details and crawl status start_crawlRe-crawl an existing datasource get_crawl_statusGet progress of a crawl job list_crawled_pagesList discovered pages with filters
Help Center Tool Description list_help_centersList all help centers export_help_center_contentExport full content tree (categories, articles) sync_help_center_contentReplace the content tree atomically list_help_center_mediaList media files in a help center delete_help_center_mediaDelete a media file
Customer Insights Tool Description list_insightsList customer insights with pagination get_insightGet a specific insight resolve_insightMark an insight as resolved assign_insightAssign an insight to a team list_insight_categoriesList insight categories
Teams Tool Description list_teamsList all teams get_teamGet team details create_teamCreate a new team update_teamUpdate a team delete_teamDelete a team list_team_membersList users in a team list_available_team_membersList available members with capacity add_team_memberAdd a user to a team remove_team_memberRemove a user from a team
Users Tool Description list_org_usersList organization users (search by name or email) get_org_userGet a user with team memberships and availability
Email Tool Description send_emailSend AI-generated emails to contacts list_email_domainsList configured sending domains add_email_domainAdd a custom sending domain verify_email_domainVerify a domain’s DNS records
AI Phone Agents Tool Description list_voicesList available voices (accent, gender, preview) list_phone_agentsList all phone agents get_phone_agentGet a phone agent’s full configuration create_phone_agentCreate a phone agent (voice, instructions, type) update_phone_agentUpdate agent settings delete_phone_agentDelete a phone agent and release its number make_outbound_callCall a contact or number via an AI agent present_phone_agentRe-display a phone agent’s test card get_phone_agent_knowledge_sourcesGet knowledge sources attached to an agent update_phone_agent_knowledge_sourcesSet knowledge sources for an agent get_phone_agent_workflowsList workflows available to an agent update_phone_agent_workflowsSet workflows an agent can trigger
Outbound Sequences Tool Description create_sequenceCreate a multi-step outbound sequence get_sequenceGet sequence details and status update_sequenceUpdate a sequence start_sequenceStart a sequence cancel_sequenceCancel a running sequence add_contacts_to_sequenceEnroll contacts in a continuous sequence
Tool Description list_tagsList all tags in your organization list_tags_in_useList tags currently applied to sessions upsert_tagCreate or update a tag delete_tagRemove a tag get_auto_tagging_statusCheck if AI auto-tagging is enabled set_auto_taggingEnable or disable AI auto-tagging
Office Hours Tool Description list_office_hoursList all schedules get_office_hoursGet a schedule with its shifts create_office_hoursCreate a schedule with timezone and shifts update_office_hoursUpdate a schedule (replaces all shifts) delete_office_hoursDelete a schedule
Organization Tool Description get_organizationGet organization info update_organizationUpdate organization name
CSAT Tool Description list_csat_scoresList customer satisfaction scores get_csat_scoreGet a specific CSAT score get_session_csatGet the CSAT score for a session
Workflows Tool Description list_workflow_definitionsList available action types and their schemas validate_workflowValidate workflow blocks without creating create_workflowCreate a workflow (saved as inactive draft) list_workflowsList all workflows with status get_workflowGet a workflow with blocks and configuration update_workflowUpdate a workflow draft delete_workflowDelete a workflow and all versions activate_workflowActivate the latest version deactivate_workflowDeactivate the active version trigger_workflowManually trigger a workflow list_workflow_runsList runs with status and cause filters get_workflow_runGet a specific run with details
SLA Policies Tool Description list_sla_policiesList all SLA policies get_sla_policyGet a policy by ID create_sla_policyCreate a policy with target times update_sla_policyUpdate a policy delete_sla_policyDelete a policy
SLA Analytics Tool Description get_sla_analytics_overviewCompliance rates and time percentiles for a range get_sla_analytics_breakdownCompliance grouped by policy, team, agent, or channel get_sla_analytics_trendCompliance over time (daily or weekly) get_sla_breach_heatmapBreach frequency by hour and day of week
Handoff Analytics Tool Description get_handoff_analyticsHandoff reasons, sentiment, trends, and resources
Impact Report Tool Description get_impact_reportAI automation rate and resolution breakdown
Audit Logs Tool Description get_audit_logsQuery change history (who changed what, when)
Redaction Tool Description redact_messageRedact a specific message by ID redact_sessionRedact all messages in a session
Tool Description upload_imageUpload an image file and get an embeddable URL
Tool Description authenticate_widget_userGenerate a JWT for an authenticated widget user
WhatsApp Tool Description send_whatsapp_templateSend a WhatsApp template message
Installation Set up the MCP server in your AI tool
Authentication API key configuration and security
Use Cases Practical workflows and examples
Troubleshooting Common issues and fixes
