Meticulate

Discover recent Calibration Sessions. Use this first for recent/latest/most relevant calibration sessions, then call get_calibration_session with the chosen session_id for details. requested_fields can include calibration_summary and run_summaries. Enriched calibration-list requests are capped at limit <= 3.

Read companies in an org. requested_fields can include standard_company, company_info, people, signals, exclusion, notes, heat_score, detailed_topic_answers, targeting_qa, account_research, and people_finding. Default rows are designed for broad targeting review: company identity, min-criteria status, targeting state, overview.icps, lightweight firmographics, and overview.topic_answers with one compact value per configured company topic. Use requested_fields=["targeting_qa"] when you need fit/non-fit reasons, ICP pass/fail details, and min-criteria context. Requested fields add nested sections and capped evidence. Heavy enriched company requests are capped at limit <= 3. Use company_filters to narrow by CRM, ICP/min-criteria, lists, owners, prospecting state, exclusions, company IDs, names, or topic answers. Omit it when no filtering is needed. count is the total matched row count; pagination.returned_count is the number of rows returned on this page. Default sorting prioritizes companies that look more outbound-ready over alphabetical edge cases.

Read saved Company Searcher searches and optionally include result pages. Without results, each search is returned as metadata with no result count. With results, count_accuracy indicates whether the count is exact, estimated, or capped.

Read one area of an org's configuration. Choose exactly one requested_field per call: enterprise, company_targeting, person_targeting, rulesets, styles, guidance_notes, customer_stories, or calibration. Use compact detail for review/audit questions. Use full detail only when the user needs the complete text or structured body for that one area. The enterprise field returns org/business and operational settings. company_targeting returns min criteria, company topics, ICPs, and company search recommendations. person_targeting returns personas, person topics, and person targeting filters. The customer_stories field returns live customer-story collateral. The calibration field returns the org-level calibration summary and log. Full rulesets/styles can be long, so their blocks are paged per item with block_offset and block_limit. Start with block_offset=0 and continue while any returned item has has_more_blocks=true.

Read sent and received prospect interactions. Use this for recent outbound activity, replies, prior touches, event/context-play usage, and account history. Returns subject/body previews and guidance-note labels when available. By default this only returns interactions associated with Meticulate prospecting. Set include_unassociated=true only when explicitly debugging raw CRM/mailbox records outside Meticulate workflows.

Read person or company lists for an org. Use limit and offset for pagination.

Read lightweight setup options. Use this when you need IDs or labels for owners, sequence formats, rulesets, styles, event plays, context plays, locations, CRM owners, or outbounding accounts. Returns lightweight details only. Use get_config when you need full ruleset, style, event play, or context play details.

Read people in an org. Default rows include the person's core profile/contact fields. requested_fields can add company_info, interactions, signals, current_sequence, proposal, outbounding_plan, exclusion, notes, persona_fit, topic_answers, and guidance_notes. Requested fields add compact nested sections and capped evidence; enriched people requests are capped at limit <= 5. Use person_filters and company_filters to narrow by CRM, lists, owners, personas, titles, location, contact data, prospecting state, heat score, exclusions, ICP/min-criteria, or topic answers. Omit filters when no filtering is needed. count is the total matched row count; pagination.returned_count is the number of rows returned on this page.

Read one available product guide page by document ID. Use an ID returned in get_product_overview.available_pages. If the ID is unavailable, this returns the current available page directory.

Read the app Links doc. Use when the user asks where to open something in Meticulate, how to navigate to a page, or when the answer should include an app URL.

Read the product Overview doc. Call this before answering user questions to decide how Meticulate can help with the user's goal. Use the Overview to route the answer through the relevant Meticulate workflow, page, config, org data, or tool. The response includes available_pages. If more detail is needed about a specific product area, pass that page's document_id to get_product_doc.

Read example product questions and answers. Use this after the product Overview when the user needs guidance, explanation, interpretation, or help choosing how to use Meticulate. Skip it for straightforward requests that only require reading or changing clearly identified org data.

Read proposal/action sequences. Use this for pending proposals, approved sequences, queued sequences, active drafting, aborted, or nullified sequences. status='drafting' includes both queued and in-progress drafting; status='queued' and status='in_progress_drafting' split them apart. sequence_ids reads exact sequences and is the polling surface for proposal redrafts; omit status when polling exact sequence_ids unless the user asked for a specific status. Filter by guidance_note_ids for event/context-play usage. Date filters apply to time_queued, time_finished_drafting, or approved_at. requested_fields can include steps and warnings; when present, full records are returned in sequences in addition to compact objects. Use person_filters and company_filters to narrow by people/company properties. list_id is a shortcut for filtering to one people list. Enriched proposal requests are capped at limit <= 25.

Remove companies from a company list.

Remove one live customer story. Target exactly one story by story_label or zero-based story_index. Call get_config(requested_field='customer_stories') first when you need current labels or indexes.

Remove people from a people list.

Rename a company list.

Rename a saved Company Searcher search without changing its filters.

Rename a people list.

Request AI redrafts for proposal sequences. This creates replacement proposal drafts and immediately nullifies existing unapproved proposals for the selected people. Pass sequence_ids for exact proposals when available. Otherwise pass universe_person_ids to redraft each person's current pending proposal. REQUIRES POLLING: call get_proposals with sequence_ids from this response.

Review whether a Calibration Session is ready to make live. Use this for analyst-style Calibration Studio review. It returns a compact bundle for each requested surface: session status, dirty/made-live state, working-copy diff summary, latest simulation pointer, metrics, stale/no-entry warnings, and failed examples with denormalized subject details. Prefer this over broad working_configs/base_configs/ simulation_results when the user asks what changed, whether tests improved, what still fails, or whether the session is ready to make live. surfaces defaults to company_targeting, person_targeting, and messaging.

Run tests/simulations for the current Calibration Session. Use this when the user asks to simulate, run tests, or validate the current session without asking for another edit. After this returns, call wait_for_calibration_session before judging results. If the session is still running, call wait_for_calibration_session again; try at least 3 waits before giving up unless the user asked not to wait.

Send a message to a Calibration Session's AI assistant. This submits chat or edit work and returns before the assistant finishes. send_mode controls behavior: chat asks a question, edit_only asks for an edit without tests, and edit_and_test asks for an edit followed by tests. To test current changes without another edit, use run_calibration_simulation. After this returns, call wait_for_calibration_session before judging results. If the session is still running, call wait_for_calibration_session again; try at least 3 waits before giving up unless the user asked not to wait.

Create a saved Company Searcher search and return its first result page. Use input_type='description' for natural-language criteria or input_type='similar_company' for a domain. Results are immediately available; use get_company_searches to reopen the saved search later.

Replace one editable working-config slice in a calibration session. runbook can be ctr, ptr, ruleset/prr, style/psr, guidance_notes, customer_stories, mrr, or messaging_concepts. The payload must be the full replacement object/list for that slice, not a patch or natural-language edit request. Prefer send_calibration_chat_message for AI-assisted edits. The tool validates the payload, applies the same edit-mode and session ownership gates as Calibration Studio, updates dirty_runbooks, and returns the updated slice plus a compact top-level diff.

Update one live customer story. Target exactly one story by story_label or zero-based story_index. This edits live customer-story collateral only; use Calibration Studio for broader messaging or targeting changes. Call get_config(requested_field='customer_stories') first when you need current labels, indexes, or contents.

Write the org-level calibration summary for an org. This updates only calibration_configs.calibration_summary for the resolved org. It does not update any specific Calibration Session and must not be used for any other config fields.

Wait briefly for Calibration Session work to finish. Use after send_calibration_chat_message or run_calibration_simulation. It returns when the session is no longer busy or when max_wait_seconds elapses. If is_terminal=false, call this tool again; try at least 3 waits before giving up unless the user asked not to wait. If you stop waiting while the session is still running, explicitly tell the user to ask again in a bit for the result after the session finishes.