Report Tools
Reporting MCP tools for the email funnel, CRM pipeline, lead generation, and growth trends.
Overview
The tools on this page produce read-only reports that summarize your workspace data. All four tools share the same parameter shape:
| Parameter | Type | Required | Description |
|---|---|---|---|
workspace_id | UUID | Yes | Workspace ID |
start | ISO date | No | Start date (inclusive) |
end | ISO date | No | End date (inclusive — counts through the end of the day) |
The date range is only applied when start and end are provided together; otherwise the report covers all time.
Tools
get_reports_overview
A comprehensive workspace-wide summary: email funnel (sent / delivered / opened / clicked / bounced / replied), CRM pipeline stage distribution, lead temperature (cold / warm / hot), task and call stats, scraper job stats, task health (overdue, due this week, completion rate), and the performance of the top 10 campaigns.
Key parameters: the shared shape above (workspace_id, start, end).
Say this to your AI: "Give me this month's overview: how is the email funnel doing, which pipeline stage is piling up, and which campaign is performing best?"
get_email_daily_report
Daily email time-series: sent, delivered, opened, clicked, and bounced counts per day.
Key parameters: the shared shape above (workspace_id, start, end).
Say this to your AI: "Show last week's day-by-day email performance — which day had the highest open rate?"
get_leadgen_report
Lead-scraping analytics: the daily trend of leads and jobs, the top search-term distribution, and the top city distribution (completed jobs only).
Key parameters: the shared shape above (workspace_id, start, end).
Say this to your AI: "Which cities and search terms brought in the most leads over the last 30 days?"
get_crm_growth_report
Daily count of new CRM records over time (soft-deleted records excluded). Use it to track how fast your CRM is growing.
Key parameters: the shared shape above (workspace_id, start, end).
Say this to your AI: "How many new CRM records were added per day on average this quarter — is the trend going up?"
For raw per-message send history, use get_campaign_history from Campaign Read Tools.