YouEx.ai

Delete an email topic

delete_email_topic

Permanently delete a lead together with everything attached to it: its saved email drafts, any pending draft-generation and send jobs, its email list memberships, and its web page-view history. This cannot be undone.

delete_lead

Permanently delete every lead matching the given exact email addresses. Each one is removed together with everything attached to it: its saved email drafts, any pending draft-generation and send jobs, its email list memberships, and its web page-view history. This cannot be undone.

delete_leads_by_emails

Permanently delete an opportunity together with its saved email drafts. This cannot be undone.

delete_opportunity

Search for companies by name or industry

find_companies

Search for contacts by name, email, or company

find_contacts

Search for leads by name, email, or company

find_leads

Search for opportunities by name or company

find_opportunities

Get the full stored research report and sources for a lead, contact, or company. Use list/search tools first to find the record ID.

get_crm_research_report

Get a summary of CRM data including counts of leads, contacts, companies, and opportunities

get_crm_summary

View one saved contact email draft by ID.

get_contact_email_draft

Get a single email topic by ID

get_email_topic

Get a lead's full chat conversations with the web agent (most recent first), including message transcripts and collected info. Use this to read exactly what a lead discussed. Sensitive visitor data (IP address, precise coordinates, raw user agent) is excluded. Scope is a single lead identified by leadId.

get_lead_conversations

View one saved lead email draft by ID.

get_lead_email_draft

Get a lead's web engagement in one call: an insights-ready summary of the pages they viewed and the CTAs they clicked on the website (captured by the web agent), an interactionsByType breakdown of their non-page-view activity keyed by <surface>:<eventType> (shared video playback and Q&A, web chat, public calendar booking), plus their chat conversations with the agent (collected info and recent messages). pageViewCount and topPages count website page views only. Use this to analyze what a specific lead is interested in. Scope is a single lead identified by leadId.

get_lead_engagement

Get a lead's lifecycle timeline (most recent first): created/updated, status changes, tier scoring, routing decisions, assignment changes, research/enrichment, and conversion. This is the CRM-side history of what happened TO the lead — complementary to get_lead_engagement, which shows what the lead DID on the site and in chat. Scope is a single lead identified by leadId.

get_lead_history

List CRM actions logged or scheduled for a specific lead, contact, company, or opportunity in the workspace.

list_crm_actions

List the authenticated user's scheduled CRM action reminders across every record in the workspace, sorted by reminder time. Defaults to upcoming reminders with no end date. Use scope=overdue for reminders whose time has already passed, or scope=range with from/to for a specific window. Only scheduled reminders are returned (not logged activity).

list_crm_reminders

List companies with cursor pagination. Pass tag to return only companies with that tag. When hasMore is true, call again with nextCursor as cursor.

list_companies

View saved email drafts for a contact, including send/scheduled status and sent message metadata.

list_contact_email_drafts

List contacts with cursor pagination. Pass tag to return only contacts with that tag. When hasMore is true, call again with nextCursor as cursor.

list_contacts

List the workspace's email topics (reusable subject/keyword templates that drive email draft generation). Optionally filter by a search term.

list_email_topics

View saved email drafts for a lead, including send status and sent message metadata.

list_lead_email_drafts

List a lead's raw public engagement events (most recent first): website page views and clicks captured by the web agent, plus shared-video, web-chat and public-calendar events. Each row carries eventType and surface. Use this to drill into the exact pages, CTAs and interactions behind a lead's engagement summary. Scope is a single lead identified by leadId.

list_lead_page_views

List leads with cursor pagination. Use this for requests like recent leads, latest leads, all leads, leads from today, leads from yesterday, or leads from the last 7 or 30 days. Pass tag to return only leads with that tag. When hasMore is true, call again with nextCursor as cursor.

list_leads

List opportunities with cursor pagination. Pass tag to return only opportunities with that tag. When hasMore is true, call again with nextCursor as cursor.

list_opportunities

Open an interactive CRM editor widget for creating or editing a lead, contact, company, or opportunity. Pass recordType to select the branch, then only include prefill fields for that record type.

open_crm_record_editor

Open a visual CRM report card showing lead tiers, pipeline value, new leads logged, and upcoming scheduled reminders.

open_crm_report_card

Open a formatted lead research card widget. Use this when the user asks to view lead research as a card or formatted view.

open_lead_research_card

Refresh research for a lead, contact, or company. Leads are queued on the research worker; contacts and companies are marked pending and refreshed in the background.

refresh_crm_research_report

Schedule a saved email draft (lead or contact) to send automatically at a future time. Create or retrieve the draft first. If the draft is already scheduled, this returns needsConfirmation unless overwrite is true.

schedule_email_draft

Send a saved email draft to its contact using the workspace email transport. Retrieve or create a draft first, then pass its draftId.

send_contact_email_draft

Send a saved email draft to its lead using the workspace email transport. Retrieve or create a draft first, then pass its draftId.

send_lead_email_draft

Update an existing company. Use tagsMode=unchanged unless changing tags.

update_company

Update an existing contact. Use tagsMode=unchanged unless changing tags.

update_contact

Update an existing email topic. Use keywordsMode=unchanged unless changing keywords.

update_email_topic

Update an existing lead. Use tagsMode=unchanged unless changing tags.

update_lead

Update an existing opportunity. Use tagsMode=unchanged unless changing tags.

update_opportunity