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ConnectorrequiredCommerce - list_variation_valueslistVendizapVendizapConnectorrequiredCommerce
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- Analyzing chartsquery · Query up to 3 charts concurrently given their IDs.
RULES:
- Users want to know references for analyses in order to validate the data.
- ALWAYS REFERENCE CHARTS TO THE USER BY THEIR LINK WHEN QUERIED AND USED IN ANALYSES.
WHEN TO USE:
- You want to query multiple charts to get their data efficiently.
- Maximum of 3 charts can be queried in a single request.
PREREQUISITES (required):
- You MUST have at least one concrete `chartIds` or `chartEditIds` entry before calling this tool. Do not call it speculatively.
- If you do not already have any, resolve them FIRST via:
- `search` with `entityTypes: ["CHART"]` to find saved charts by name.
- `get_from_url` when the user has shared Amplitude chart URLs.
- `query_dataset` if the user wants an ad-hoc analysis rather than an existing chart.
- If the user has not provided chart references and none of the above apply, STOP and ask the user which charts to query.
INSTRUCTIONS:
- Provide saved charts via `chartIds` and chart edits (links ending in `/chart/new/<edit_id>` or `/chart/<chart_id>/edit/<edit_id>`) via `chartEditIds`.
- Chart edit IDs take precedence over chart IDs when both are available for a given chart.
- Use this tool to query up to 3 charts + chart edits (combined total).
- Results will include data for each successfully queried chart and errors for any failed charts.
RESPONSE FORMAT:
Returns {isCsvResponse: bool, csvResponse or jsonResponse, definition}. Only ONE response type present.
Check the isCsvResponse flag to determine which response format to parse
CRITICAL — NON-ADDITIVE METRICS (uniques, pct_dau):
- These metrics cannot be summed across intervals. The chart UI plots per-interval values, not a running total.
- Additive metrics (totals, sums) CAN be summed across intervals.
How to read the JSON response, by metric type:
1. COUNT metrics ("uniques"):
- Use "overallSeries" — it is the TRUE deduped unique count across the full date range.
- Do NOT sum "timeSeries" values — that overstates the count due to user overlap across intervals.
2. RATIO metrics ("pct_dau" only):
- Use "timeSeriesAverage" (mean of per-interval values) — this matches what the chart UI displays.
For "current" reporting, also consider the most recent N intervals from "timeSeries".
- Do NOT use "overallSeries" for pct_dau over multi-interval ranges. For pct_dau, "overallSeries"
is a long-range aggregate (deduped numerator over the full range / deduped denominator over the
full range). Over many intervals the denominator dedupes a much larger pool than the numerator,
which compresses the ratio — typically reporting roughly half of the per-interval values the chart
shows. This is mathematically valid as a long-range aggregate but is NOT what users see in the chart.
- Do NOT sum "timeSeries" values — ratios cannot be summed.
CSV Response Structure (when isCsvResponse is true):
- Header rows: The top rows contain metadata including chart name, description, events, formulas, and other chart configuration details
- Data header row: A single row containing column labels for the data points below (typically includes dates or time periods)
- Data rows: Each row contains:
* Label columns: First few columns contain row labels identifying the data series
* Value columns: Numerical data organized under the corresponding date/time columns from the data header row
- Parse by: Skip metadata rows, identify the data header row, then extract labels from first columns and values from remaining columns
- Cells in the CSV response are delimited by commas and may be prepended with a character
Example below measures uniques of custom event "Valuable Tweaking" over 3 days (2025-08-23, 2025-08-24, 2025-08-25) for all users.
The data points are 614, 1769, and 4132 for the 3 days respectively.
IMPORTANT: The overall unique users is 5642 (NOT 614+1769+4132=6515), because users overlap across days.
data:
" Example chart name"
" Formula"," UNIQUES(A)"
" A:"," [Custom] 'Valuable Tweaking'"
" Segment"," 2025-08-23"," 2025-08-24"," 2025-08-25"
" All Non-Amplitude Users","614","1769","4132"
definition: {
"app": "APP_ID",
"params": {
"countGroup": "User",
"end": 1756166399,
"events": [
{
"event_type": "ce:'Valuable Tweaking'",
"filters": [],
"group_by": []
}
],
"groupBy": [],
"interval": 1,
"metric": "uniques",
"segments": [],
"start": 1755907200,
},
"type": "eventsSegmentation",
}
JSON Response Structure (when isCsvResponse is false):
- Parse using the following structure:
- timeSeries: Array of arrays, each containing data points for a given time period with a "value" property
- overallSeries: Array of arrays, each containing the overall data point across the entire range under the "value" property.
IMPORTANT — interpretation depends on the metric:
* For "uniques" (count): this is the TRUE deduped unique count over the full date range. Use this.
* For "pct_dau" (ratio): this is a long-range aggregate ratio (deduped numerator
over range / deduped denominator over range). It does NOT match the per-interval values the
chart UI plots and is typically much smaller. Do NOT report it as the headline number — use
"timeSeriesAverage" instead.
- timeSeriesAverage: Present only for "pct_dau". Array of arrays, one per series, each
containing a single {value} that is the mean of "timeSeries" values for that series. Use this as the
headline ratio when the chart spans multiple intervals — it matches what users see in the chart UI.
- seriesMetadata: Array of objects containing metadata for each series
- xValuesForTimeSeries: Array of strings representing the x-axis values (dates) for the time series
- Use the dataset definition to be able to parse referenced events, properties, and segments.
Example below is a JSON response is for the same query as the CSV example above.
{
"timeSeries": [[{"value": 614}, {"value": 1769}, {"value": 4132}]],
"overallSeries": [[{"value": 5642}]],
"seriesMetadata": [{"segmentIndex": 0, "formulaIndex": 0, "formula": "UNIQUES(A)"}],
"xValuesForTimeSeries": ["2025-08-23T00:00:00", "2025-08-24T00:00:00", "2025-08-25T00:00:00"]
}
Note: 614+1769+4132=6515, but overallSeries shows 5642. This is because unique users overlap across days. For "uniques", always use overallSeries for the total.
Example below is a "pct_dau" query over 3 weeks (a ratio metric):
{
"timeSeries": [[{"value": 0.1402}, {"value": 0.1421}, {"value": 0.1444}]],
"overallSeries": [[{"value": 0.0712}]],
"timeSeriesAverage": [[{"value": 0.1422}]],
"seriesMetadata": [{"segmentIndex": 0, "formulaIndex": 0, "formula": "PCT_DAU(A)"}],
"xValuesForTimeSeries": ["2026-04-06T00:00:00", "2026-04-13T00:00:00", "2026-04-20T00:00:00"]
}
Note: the chart UI shows ~14% per week. timeSeriesAverage (14.22%) matches that. overallSeries (7.12%) is the
deduped 3-week aggregate ratio and would HALVE the reported value if used as the headline — never report it
as "the number" for "pct_dau". Always use timeSeriesAverage for "pct_dau".
Event Segmentation with Insights (anomaly detection / confidence intervals):
- When params.insights.isOn is true, Event Segmentation charts queried via query_charts or query_dataset
return BOTH chartConfig (Highcharts) AND jsonResponse with joinable band data.
- jsonResponse.seriesIntervals maps stringified seriesMetadata keys to { low, high, yhat } arrays
(parallel to xValuesForTimeSeries). Use seriesMetadata + xValuesForTimeSeries to join bands to series.
- Metric Explorer charts with Insights return seriesIntervals inside each data[] entry instead.AmplitudeAmplitude
PluginrequiredData & Analytics - Analyzing datasetquery · Run analytics queries to answer data questions about users, events, funnels, and retention.
Chart definitions are validated inline before querying. When validation fails, the response includes chartTypeSchema (parameter schema, valid enums, working example, coercion rules) so you can fix the definition and retry.
Optional: call verify_chart_definition first for a dry-run validation without executing a query.
# WHEN TO USE - Answer questions like:
- "How many active users did we have last week?"
- "Show me a funnel from sign up to purchase"
- "What is the retention rate for new users?"
- "How many users completed checkout yesterday?"
- Any question asking for metrics, counts, trends, funnels, or retention analysis
# DO NOT USE FOR:
- Listing or checking which properties exist on an event (e.g. "what/which properties are on the checkout event?") → use 'get_properties' (propertyType="event", pass eventType). Do NOT run queries to discover a schema.
- Finding existing charts/dashboards → use 'search' instead
- Getting valid chart definition structure → use 'get_chart_definition_params' (or fix from chartTypeSchema in a validation-error response)
- If you need more information about existing charts in the project as an example → use 'get_charts' instead
- Project settings (timezone, currency) → use 'get_project_context' instead
# STRATEGIES
1. Use the 'search' tool to find if there are charts with properties that relate to the data you want to query.
2. Use 'get_chart_definition_params' when you need the full schema before building a definition (optional — validation errors also return chartTypeSchema).
3. Use the 'get_charts' tool to find examples of existing charts in the project to understand the events, properties, and dataset schema generally.
4. Optionally use the 'search' tool again to find additional events, user properties, etc. needed for the query.
5. Optionally use the 'get_properties' tool (propertyType="event", pass eventType) to get properties on individual events.
6. Use this tool to query the ad hoc analysis — definitions are validated and auto-corrected inline.
# GENERAL GUIDELINES
- Don't assume or guess properties, events, or schema. Use the tools provided to you to understand the data before running a dataset query.
- When running into query failures, try searching for existing charts to understand the data taxonomy and dataset schema.
- When you receive a validation error, use the returned chartTypeSchema to fix the definition.
- ALWAYS include a descriptive "name" field in the definition object. This name will be displayed as the chart title. Examples: "Active Users Last 7 Days", "Sign Up to Purchase Funnel", "New User Retention".
# AMPLITUDE WIDE META EVENTS TYPES
Special system events available for analysis. Events are passed in the "event_type" field:
- "_active": Any active event useful for tracking 'active users' like DAU, MAU(events not marked as inactive)
- "_all": Any event being tracked in Amplitude
- "_new": Events triggered by new users within the time interval. Useful for tracking 'new users'.
- "_any_revenue_event": Any revenue-generating event. Useful for tracking 'revenue'.
- "$popularEvents": Top events by volume (dynamically computed). Useful for more meta taxonomy analyses like 'what are the most common events'.
# PROPERTY TYPES:
- Amplitude core properties are built-in and use standard names like "country", "platform", "device_id", "user_id"
- Custom properties are organization-defined and are typically prefixed with "gp:"
- Derived/formula properties (from TMS) must use prop_type and group_by.type of "derivedV2" in segments and group_by — not "user" or legacy "derived". Use get_properties with propertyType "derived" to list them.
- Hidden properties are intentionally excluded from get_properties; do not use them. Prefer derived replacements named in project context.
- If you are unsure which properties exist, use get_properties (propertyType="event", pass eventType) first — this is the direct way to list an event's properties. search/get_charts are fallbacks for discovering related events or example charts.
Supported chart types: eventsSegmentation, funnels, metricExplorer, retention, revenueLtv, sessions, stickiness
RESPONSE FORMAT:
Returns {isCsvResponse: bool, csvResponse or jsonResponse, definition}. Only ONE response type present.
Check the isCsvResponse flag to determine which response format to parse
CRITICAL — NON-ADDITIVE METRICS (uniques, pct_dau):
- These metrics cannot be summed across intervals. The chart UI plots per-interval values, not a running total.
- Additive metrics (totals, sums) CAN be summed across intervals.
How to read the JSON response, by metric type:
1. COUNT metrics ("uniques"):
- Use "overallSeries" — it is the TRUE deduped unique count across the full date range.
- Do NOT sum "timeSeries" values — that overstates the count due to user overlap across intervals.
2. RATIO metrics ("pct_dau" only):
- Use "timeSeriesAverage" (mean of per-interval values) — this matches what the chart UI displays.
For "current" reporting, also consider the most recent N intervals from "timeSeries".
- Do NOT use "overallSeries" for pct_dau over multi-interval ranges. For pct_dau, "overallSeries"
is a long-range aggregate (deduped numerator over the full range / deduped denominator over the
full range). Over many intervals the denominator dedupes a much larger pool than the numerator,
which compresses the ratio — typically reporting roughly half of the per-interval values the chart
shows. This is mathematically valid as a long-range aggregate but is NOT what users see in the chart.
- Do NOT sum "timeSeries" values — ratios cannot be summed.
CSV Response Structure (when isCsvResponse is true):
- Header rows: The top rows contain metadata including chart name, description, events, formulas, and other chart configuration details
- Data header row: A single row containing column labels for the data points below (typically includes dates or time periods)
- Data rows: Each row contains:
* Label columns: First few columns contain row labels identifying the data series
* Value columns: Numerical data organized under the corresponding date/time columns from the data header row
- Parse by: Skip metadata rows, identify the data header row, then extract labels from first columns and values from remaining columns
- Cells in the CSV response are delimited by commas and may be prepended with a character
Example below measures uniques of custom event "Valuable Tweaking" over 3 days (2025-08-23, 2025-08-24, 2025-08-25) for all users.
The data points are 614, 1769, and 4132 for the 3 days respectively.
IMPORTANT: The overall unique users is 5642 (NOT 614+1769+4132=6515), because users overlap across days.
data:
" Example chart name"
" Formula"," UNIQUES(A)"
" A:"," [Custom] 'Valuable Tweaking'"
" Segment"," 2025-08-23"," 2025-08-24"," 2025-08-25"
" All Non-Amplitude Users","614","1769","4132"
definition: {
"app": "APP_ID",
"params": {
"countGroup": "User",
"end": 1756166399,
"events": [
{
"event_type": "ce:'Valuable Tweaking'",
"filters": [],
"group_by": []
}
],
"groupBy": [],
"interval": 1,
"metric": "uniques",
"segments": [],
"start": 1755907200,
},
"type": "eventsSegmentation",
}
JSON Response Structure (when isCsvResponse is false):
- Parse using the following structure:
- timeSeries: Array of arrays, each containing data points for a given time period with a "value" property
- overallSeries: Array of arrays, each containing the overall data point across the entire range under the "value" property.
IMPORTANT — interpretation depends on the metric:
* For "uniques" (count): this is the TRUE deduped unique count over the full date range. Use this.
* For "pct_dau" (ratio): this is a long-range aggregate ratio (deduped numerator
over range / deduped denominator over range). It does NOT match the per-interval values the
chart UI plots and is typically much smaller. Do NOT report it as the headline number — use
"timeSeriesAverage" instead.
- timeSeriesAverage: Present only for "pct_dau". Array of arrays, one per series, each
containing a single {value} that is the mean of "timeSeries" values for that series. Use this as the
headline ratio when the chart spans multiple intervals — it matches what users see in the chart UI.
- seriesMetadata: Array of objects containing metadata for each series
- xValuesForTimeSeries: Array of strings representing the x-axis values (dates) for the time series
- Use the dataset definition to be able to parse referenced events, properties, and segments.
Example below is a JSON response is for the same query as the CSV example above.
{
"timeSeries": [[{"value": 614}, {"value": 1769}, {"value": 4132}]],
"overallSeries": [[{"value": 5642}]],
"seriesMetadata": [{"segmentIndex": 0, "formulaIndex": 0, "formula": "UNIQUES(A)"}],
"xValuesForTimeSeries": ["2025-08-23T00:00:00", "2025-08-24T00:00:00", "2025-08-25T00:00:00"]
}
Note: 614+1769+4132=6515, but overallSeries shows 5642. This is because unique users overlap across days. For "uniques", always use overallSeries for the total.
Example below is a "pct_dau" query over 3 weeks (a ratio metric):
{
"timeSeries": [[{"value": 0.1402}, {"value": 0.1421}, {"value": 0.1444}]],
"overallSeries": [[{"value": 0.0712}]],
"timeSeriesAverage": [[{"value": 0.1422}]],
"seriesMetadata": [{"segmentIndex": 0, "formulaIndex": 0, "formula": "PCT_DAU(A)"}],
"xValuesForTimeSeries": ["2026-04-06T00:00:00", "2026-04-13T00:00:00", "2026-04-20T00:00:00"]
}
Note: the chart UI shows ~14% per week. timeSeriesAverage (14.22%) matches that. overallSeries (7.12%) is the
deduped 3-week aggregate ratio and would HALVE the reported value if used as the headline — never report it
as "the number" for "pct_dau". Always use timeSeriesAverage for "pct_dau".
Event Segmentation with Insights (anomaly detection / confidence intervals):
- When params.insights.isOn is true, Event Segmentation charts queried via query_charts or query_dataset
return BOTH chartConfig (Highcharts) AND jsonResponse with joinable band data.
- jsonResponse.seriesIntervals maps stringified seriesMetadata keys to { low, high, yhat } arrays
(parallel to xValuesForTimeSeries). Use seriesMetadata + xValuesForTimeSeries to join bands to series.
- Metric Explorer charts with Insights return seriesIntervals inside each data[] entry instead.AmplitudeAmplitudePluginrequiredData & Analytics
- Analyzing experimentquery · Query an experiment analysis.
CRITICAL: Do NOT pass metricIds unless user explicitly requests specific metrics or requests analysis on secondary metrics. Omit metricIds for primary metric only (cleaner, focused results).
RULES:
- Users want to know references for analyses in order to validate the data.
- ALWAYS REFERENCE EXPERIMENTS TO THE USER BY THEIR LINK WHEN QUERIED AND USED IN ANALYSES.
WHEN TO USE:
- You want to query a experiment for analysis.
INSTRUCTIONS:
- Use the search tool to find the ID of the experiment you want to query.
- You may want to use the get_experiments tool to get more context about the experiment (i.e. state, variants, etc.)
- Use this tool to query the experiment analysis.
EXAMPLE:
groupBy: [{"type": "user", "value": "device type", "group_type": "User"}]AmplitudeAmplitudePluginrequiredData & Analytics
- Analyzing metricquery · Query metric data using the dataset endpoint with metric references
RULES:
- Users want to know references for analyses in order to validate the data.
- ALWAYS REFERENCE METRICS TO THE USER BY THEIR LINK WHEN QUERIED AND USED IN ANALYSES.
WHEN TO USE:
- You want to query a metric to get its data.
INSTRUCTIONS:
- Use the search tool to find the ID of the metric you want to query.
- Use this tool to query the metric.
RESPONSE FORMAT:
Returns {isCsvResponse: bool, csvResponse or jsonResponse, definition}. Only ONE response type present.
Check the isCsvResponse flag to determine which response format to parse
CRITICAL — NON-ADDITIVE METRICS (uniques, pct_dau):
- These metrics cannot be summed across intervals. The chart UI plots per-interval values, not a running total.
- Additive metrics (totals, sums) CAN be summed across intervals.
How to read the JSON response, by metric type:
1. COUNT metrics ("uniques"):
- Use "overallSeries" — it is the TRUE deduped unique count across the full date range.
- Do NOT sum "timeSeries" values — that overstates the count due to user overlap across intervals.
2. RATIO metrics ("pct_dau" only):
- Use "timeSeriesAverage" (mean of per-interval values) — this matches what the chart UI displays.
For "current" reporting, also consider the most recent N intervals from "timeSeries".
- Do NOT use "overallSeries" for pct_dau over multi-interval ranges. For pct_dau, "overallSeries"
is a long-range aggregate (deduped numerator over the full range / deduped denominator over the
full range). Over many intervals the denominator dedupes a much larger pool than the numerator,
which compresses the ratio — typically reporting roughly half of the per-interval values the chart
shows. This is mathematically valid as a long-range aggregate but is NOT what users see in the chart.
- Do NOT sum "timeSeries" values — ratios cannot be summed.
CSV Response Structure (when isCsvResponse is true):
- Header rows: The top rows contain metadata including chart name, description, events, formulas, and other chart configuration details
- Data header row: A single row containing column labels for the data points below (typically includes dates or time periods)
- Data rows: Each row contains:
* Label columns: First few columns contain row labels identifying the data series
* Value columns: Numerical data organized under the corresponding date/time columns from the data header row
- Parse by: Skip metadata rows, identify the data header row, then extract labels from first columns and values from remaining columns
- Cells in the CSV response are delimited by commas and may be prepended with a character
Example below measures uniques of custom event "Valuable Tweaking" over 3 days (2025-08-23, 2025-08-24, 2025-08-25) for all users.
The data points are 614, 1769, and 4132 for the 3 days respectively.
IMPORTANT: The overall unique users is 5642 (NOT 614+1769+4132=6515), because users overlap across days.
data:
" Example chart name"
" Formula"," UNIQUES(A)"
" A:"," [Custom] 'Valuable Tweaking'"
" Segment"," 2025-08-23"," 2025-08-24"," 2025-08-25"
" All Non-Amplitude Users","614","1769","4132"
definition: {
"app": "APP_ID",
"params": {
"countGroup": "User",
"end": 1756166399,
"events": [
{
"event_type": "ce:'Valuable Tweaking'",
"filters": [],
"group_by": []
}
],
"groupBy": [],
"interval": 1,
"metric": "uniques",
"segments": [],
"start": 1755907200,
},
"type": "eventsSegmentation",
}
JSON Response Structure (when isCsvResponse is false):
- Parse using the following structure:
- timeSeries: Array of arrays, each containing data points for a given time period with a "value" property
- overallSeries: Array of arrays, each containing the overall data point across the entire range under the "value" property.
IMPORTANT — interpretation depends on the metric:
* For "uniques" (count): this is the TRUE deduped unique count over the full date range. Use this.
* For "pct_dau" (ratio): this is a long-range aggregate ratio (deduped numerator
over range / deduped denominator over range). It does NOT match the per-interval values the
chart UI plots and is typically much smaller. Do NOT report it as the headline number — use
"timeSeriesAverage" instead.
- timeSeriesAverage: Present only for "pct_dau". Array of arrays, one per series, each
containing a single {value} that is the mean of "timeSeries" values for that series. Use this as the
headline ratio when the chart spans multiple intervals — it matches what users see in the chart UI.
- seriesMetadata: Array of objects containing metadata for each series
- xValuesForTimeSeries: Array of strings representing the x-axis values (dates) for the time series
- Use the dataset definition to be able to parse referenced events, properties, and segments.
Example below is a JSON response is for the same query as the CSV example above.
{
"timeSeries": [[{"value": 614}, {"value": 1769}, {"value": 4132}]],
"overallSeries": [[{"value": 5642}]],
"seriesMetadata": [{"segmentIndex": 0, "formulaIndex": 0, "formula": "UNIQUES(A)"}],
"xValuesForTimeSeries": ["2025-08-23T00:00:00", "2025-08-24T00:00:00", "2025-08-25T00:00:00"]
}
Note: 614+1769+4132=6515, but overallSeries shows 5642. This is because unique users overlap across days. For "uniques", always use overallSeries for the total.
Example below is a "pct_dau" query over 3 weeks (a ratio metric):
{
"timeSeries": [[{"value": 0.1402}, {"value": 0.1421}, {"value": 0.1444}]],
"overallSeries": [[{"value": 0.0712}]],
"timeSeriesAverage": [[{"value": 0.1422}]],
"seriesMetadata": [{"segmentIndex": 0, "formulaIndex": 0, "formula": "PCT_DAU(A)"}],
"xValuesForTimeSeries": ["2026-04-06T00:00:00", "2026-04-13T00:00:00", "2026-04-20T00:00:00"]
}
Note: the chart UI shows ~14% per week. timeSeriesAverage (14.22%) matches that. overallSeries (7.12%) is the
deduped 3-week aggregate ratio and would HALVE the reported value if used as the headline — never report it
as "the number" for "pct_dau". Always use timeSeriesAverage for "pct_dau".
Event Segmentation with Insights (anomaly detection / confidence intervals):
- When params.insights.isOn is true, Event Segmentation charts queried via query_charts or query_dataset
return BOTH chartConfig (Highcharts) AND jsonResponse with joinable band data.
- jsonResponse.seriesIntervals maps stringified seriesMetadata keys to { low, high, yhat } arrays
(parallel to xValuesForTimeSeries). Use seriesMetadata + xValuesForTimeSeries to join bands to series.
- Metric Explorer charts with Insights return seriesIntervals inside each data[] entry instead.AmplitudeAmplitudePluginrequiredData & Analytics
- Creating dashboardcreate · Create a comprehensive dashboard with charts, rich text, and custom layout
WHEN TO USE:
- After the user has searched existing content or explored some analysis in Amplitude
- The user has explicitly requested to create a dashboard
CRITICAL - CHART IDs MUST BE FROM SAVED CHARTS:
- Only use chartIds from SAVED/PERMANENT charts - these are returned by save_chart_edits (in the chartId field) or create_chart
- DO NOT use editIds from query_dataset - these are temporary IDs that cannot be added to dashboards
- DO NOT use the editId from query_dataset responses - you must first call save_chart_edits to get a permanent chartId
- The typical workflow is: query_dataset (returns editId) → save_chart_edits (converts editId to permanent chartId) → create_dashboard (uses chartId)
- If you use an editId instead of a saved chartId, the dashboard creation will fail with "NotFoundError: No chart"
INSTRUCTIONS:
- Provide a descriptive name for the dashboard
- Use rows array where each row contains items in left-to-right order
- Each item specifies width (3-12 columns). If width is omitted, items auto-fill remaining space
- Each row must specify height in pixels. Only heights of 375, 500, 625, 750 are allowed
- Total width of items in a row must not exceed 12 columns
- Max 4 items per row (ensures minimum 3-column width per item)
- Use chartMetas to configure chart display options (view type, annotations, etc.)
- Return a link to the new dashboard in the response
- DO NOT include static analysis in dashboard text content. Dashboards are meant to be long-lived and thus a point in time insight does not help
- DO group similar charts together and include a header and some text describing how to interpret the charts effectively
MARKDOWN FORMAT:
- Rich text content uses standard markdown syntax
- Supported: headers (# ## ###), bold (**text**), italic (*text*), lists (- or 1.), links ([text](url)), code blocks (```), inline code (`code`)
- Example: "# Overview\n\nThis dashboard shows **key metrics** for user engagement."
LAYOUT EXAMPLES:
- Full-width item: { height: 6, items: [{ type: 'chart', chartId: '123', width: 12 }] }
- Two side-by-side: { height: 4, items: [{ type: 'chart', chartId: '1', width: 6 }, { type: 'rich_text', content: '# Notes', width: 6 }] }
- Three columns: { height: 5, items: [{ width: 4 }, { width: 4 }, { width: 4 }] }
- Auto-fill: { height: 4, items: [{ type: 'chart', chartId: '1' }, { type: 'chart', chartId: '2' }] } (each gets 6 columns)AmplitudeAmplitudePluginrequiredData & Analytics
- Finding cohortsget · Get detailed information about specific cohorts by their IDs.
WHEN TO USE:
- You want to retrieve full cohort definitions after finding them via search.
- You need detailed cohort information including definition, metadata, and audience details.
INSTRUCTIONS:
- Use the search tool to find the IDs of cohorts you want to retrieve, then call this tool with the IDs.
- This returns full cohort objects with all details, unlike the search tool which returns summary information.AmplitudeAmplitudePluginrequiredData & Analytics
- Getting Amplitude contextget · Unified entry point for Amplitude context. Routes to one of two underlying tools based on whether a `projectId` is provided.
ROUTES:
- No `projectId` → 'get_context' route: returns the current user, organization (including org-level AI context), and the LIST of accessible projects as `{ appId, appName }`. Use this to discover which projects exist and their ids.
- `projectId` provided → 'get_project_context' route: returns that single project's details — description, timezone, currency, session definition, source projects, and project-level AI context.
WHEN TO USE:
- Session start, "what projects do I have access to?", "show me my org details", "what is my role?" → call with no arguments.
- "what timezone / currency / session settings does project X use?", "describe project X" → pass `projectId`.
CONTEXT DOCUMENTS (uploaded files):
- `org.aiContext` / project `aiContext` are short text fields only. Customers also upload context files (CSV data dictionaries, PDFs, process docs) in Settings → AI Controls; those are indexed for search and never returned in full — only titles (opt-in) or search snippets.
- `listContextDocuments: true` adds `contextDocuments` — document titles and ids only, no file contents. Use it when `aiContext` references an uploaded file by name (e.g. "always check <file> before answering").
- `searchContextDocuments` runs semantic search over the uploaded documents' contents and adds `contextDocumentSearch` with matching text snippets. Use specific terms from the user's question (event names, property names, column names).
- Scope for both: without `projectId`, org-level documents only; with `projectId`, org-level plus that project's documents.
EXAMPLES:
- Session start: {}
- Project settings: {"projectId": 12345}
- aiContext says "check the event dictionary file" → {"projectId": 12345, "listContextDocuments": true}
- Look up a term from uploaded docs: {"projectId": 12345, "searchContextDocuments": "envelope_event_type_id"}
NOTES:
- `projectId` is optional on purpose. Omit it to get the project list first, then call again with a real id from that list — do NOT guess project ids.
- The two layers are meant to be loaded together: call once without `projectId` at session start for org context, then with a `projectId` to drill into a project. On conflict, project-level context overrides org-level.
- Omit `listContextDocuments` and `searchContextDocuments` at session start — they add latency and are only useful once you know what to look for.
DO NOT USE FOR:
- Running analytics queries → use 'query_dataset'.
- Finding charts/dashboards/cohorts → use 'search'.AmplitudeAmplitudePluginrequiredData & Analytics
- Getting chart alertsget · Retrieve chart alert anomalies for a project or for one specific chart.
WHEN TO USE:
- The user wants recent chart alerts, anomalies, or alert notifications.
- Use chartId to scope to one chart.
- Use get_chart_monitor when the user wants monitor configuration or subscribers instead of alert history.
INSTRUCTIONS:
- chartId is optional. If provided, projectId is not needed.
- For project-wide alerts, projectId is optional only when the user has access to exactly one project. If multiple projects are accessible, provide projectId.
- includeUnseen filters to alerts the current user has not marked as seen.
- limit defaults to 20 and is capped at 100.
EXAMPLES:
- {"projectId":"12345"}
- {"chartId":"abc123","limit":10}
- {"projectId":"12345","includeUnseen":true}
NOTES:
- This tool returns alert anomalies, not monitor configuration.
- Alerts are returned newest first.AmplitudeAmplitudePluginrequiredData & Analytics
- Getting chart definition paramsget · Get the parameter schema, valid enum values, and a working example for a specific chart type.
WHEN TO USE:
- Before calling query_dataset, to understand the correct parameter schema for a chart type.
- When you need to know valid enum values (e.g., funnel modes, segmentation metrics).
- When you need a working example definition to use as a template.
INSTRUCTIONS:
- Call this tool with the chart type you want to build a definition for.
- Use the returned schema to construct a valid definition object.
- Pass the constructed definition to query_dataset.
- If the chart type is not yet supported, construct the definition based on existing chart examples from search/get_charts.
SUPPORTED CHART TYPES: eventsSegmentation, funnels, metricExplorer, retention, revenueLtv, sessions, stickinessAmplitudeAmplitudePluginrequiredData & Analytics
- Getting chart monitorget · Retrieve the current monitor configuration and subscribers for a chart.
WHEN TO USE:
- The user wants to inspect a chart alert monitor before changing it.
- Use this before subscribe_chart_alert if you need the monitorId or current subscriber list.
- Use get_chart_alerts if the user wants alert anomalies instead of monitor settings.
INSTRUCTIONS:
- Provide chartId.
- Returns the monitor ID, enabled state, conditions, email recipients, and channel subscriptions.
EXAMPLES:
- {"chartId":"abc123"}
NOTES:
- This only works for charts that already have a monitor.AmplitudeAmplitudePluginrequiredData & Analytics
- Getting dashboard dataget · Get specific dashboards and all their charts
WHEN TO USE:
- You want to retrieve full dashboard definitions including chart IDs that you can query and analyze individually.
INSTRUCTIONS:
- Use the search tool to find the IDs of dashboards you want to retrieve, then call this tool with the IDs.
- Very commonly you will want to query the charts after retrieving a dashboard.
- When a dashboard has `activeFilters` (saved Replace Property entries, dashboard filters, or a date range), pass the dashboard's id as `dashboardId` to query_charts so those params are applied — and mention the replaced/filtered view when reporting numbers.AmplitudeAmplitudePluginrequiredData & Analytics
- Getting data from URLget · Retrieve objects from Amplitude URLs
WHEN TO USE:
- CRITICAL: Only use this tool for full Amplitude app URLs on supported hosts (app.amplitude.com, app.eu.amplitude.com, apps.stag2.amplitude.com, local.amplitude.com)
- You have an Amplitude URL and want to get the full object definition
- User shares a link to a dashboard, chart, notebook, experiment, etc.
INSTRUCTIONS:
- Provide the full Amplitude URL (e.g., https://app.amplitude.com/analytics/myorg/chart/456 or https://app.eu.amplitude.com/analytics/myorg/chart/456)
- The tool will parse the URL, validate the organization, and return the full object
- Works with charts, dashboards, notebooks, experiments, flags, cohorts, metrics, and opportunities
- /chart/new/{id} URLs may refer to a chart draft or a temporary chart edit (from query tools); both are resolved automatically
- Agent session URLs (/agents/session/{id}) are not resolvable here — use get_agent_results with the session_id insteadAmplitudeAmplitudePluginrequiredData & Analytics
- Getting eventsget · Retrieve events from a project with strict filtering by event types, limit, and cursor pagination.
WHEN TO USE:
- You can generally rely on the search tool to find the event you are looking for.
- Use this tool to get full event objects, including metadata like category, activity, visiblity, and more.
- Use this tool to paginate through ALL events when the search tool may not return the event you are looking for.
INSTRUCTIONS:
- Get the project ID from the context tool.
- Use the search tool first to try to find the event you're looking for.
- If the search tool does not return the event you are looking for, use this tool without specifying eventTypes to paginate through all events.
- If you know the event types you want to get, use this tool with the eventTypes parameter to get more information about the event.
- By default, returns events from the project's default branch. Pass branchId or branchName to fetch events from a specific tracking-plan branch — use get_branches first to find the branch.
NOTES:
- Event types are equivalent to the ingested name. Always use "ingested name" instead of "event type" when responding to the user.
- Each event has a "status" field: "planned" (in tracking plan, not yet ingested), "live" (in tracking plan and ingested), "unexpected" (ingested, not in tracking plan), "blocked" (ingestion blocked by an admin), or "deleted" (soft-deleted; only returned when includeDeleted is true).
- Amplitude system events (e.g. "[Amplitude] Page Viewed", "session_start", "_active") are flagged with "isAmplitudeEvent: true". The tracking-plan UI special-cases these as "live" in its status filter regardless of actual ingestion state — keep that in mind when reasoning about why a system event might show as "unexpected" or "planned" here.
- Source events of enabled merge transformations are hidden — only the merged target is returned, with a "mergedFrom" field listing the source event names. `mergedFrom` is always included for merge targets even when `fields` omits it (otherwise source-hiding would drop context).
- "firstSeen"/"lastSeen" are lifetime ingestion timestamps (not scoped to a lookback window). "createdAt"/"updatedAt" are tracking-plan edit times and are only present for events in the plan — unexpected events omit them. "updatedBy" is the last editor; Amplitude does not record who originally created an event.
- Valid requested fields: name, displayName, description, category, tags, status, isActiveAction, isOfficial, isAmplitudeEvent, hiddenFrom, sources, mergedFrom, owner, createdAt, updatedAt, updatedBy, firstSeen, lastSeen.
- Automatically returned when fields is provided: name (plus `mergedFrom` when the event is a merge target).
- When fields is omitted, the full event row is returned. Required fields are automatic, and [] is invalid.AmplitudeAmplitudePluginrequiredData & Analytics
- Getting experimentsget · Retrieve specific experiments by their IDs.
WHEN TO USE:
- You want to retrieve addition information for experiments like state, decisions, etc.
INSTRUCTIONS:
- Use the search tool to find the IDs of experiments you want to retrieve, then call this tool with the IDs.AmplitudeAmplitudePluginrequiredData & Analytics
- Getting feature flagsget · Retrieve specific feature flags by their IDs or flag key.
WHEN TO USE:
- You want to retrieve full flag definitions including variants, metadata, and configuration details.
INSTRUCTIONS:
- Use the search tool to find the IDs of flags you want to retrieve, then call this tool with the IDs.
- You can also pass in flag key instead and this can return multiple flags since the same flag key can be in multiple projects.AmplitudeAmplitudePluginrequiredData & Analytics
- Getting monitor historyget · Retrieve the audit history for a chart monitor.
WHEN TO USE:
- The user wants to know who changed a chart monitor and when.
- Use get_chart_monitor first if you need to discover the monitorId from a chart.
INSTRUCTIONS:
- Provide monitorId.
- Returns the history entries in reverse chronological order.
EXAMPLES:
- {"monitorId":"mon_123"}
NOTES:
- This is monitor change history, not alert anomaly history.AmplitudeAmplitudePluginrequiredData & Analytics
- Getting propertiesget · List the properties that exist in a project's taxonomy — the direct way to answer "which/what properties exist on <event>?" and to discover valid property names before querying or filtering.
# WHEN TO USE — answer questions like:
- "Which properties exist on the checkout event?" → { propertyType: "event", eventType: "checkout", projectId }
- "What properties are on the Purchase event?" → { propertyType: "event", eventType: "Purchase", projectId }
- "What user properties are in my project?" → { propertyType: "user", projectId }
- "What group / derived / channel / lookup properties are tracked?" → set propertyType accordingly
- Discovering valid event-property names before building a query_dataset filter or group_by
This is a fast, direct lookup. Do NOT run query_dataset to discover which properties an event has — that is a schema lookup, not a metric query, and belongs here.
# DO NOT USE FOR:
- Metrics, counts, trends, funnels, retention → use 'query_dataset'
- Finding which EVENTS exist (not their properties) → use 'get_events' or 'search'
PROPERTY TYPES:
| propertyType | What it returns | Key params |
|---|---|---|
| event | Event properties. Pass eventType to scope to one event; omit it to list project-wide. Pass includeDeleted to include deleted properties. | eventType, includeDeleted |
| user | User-level properties | sources, name |
| derived | Computed/formula properties | derivedPropertyType, names |
| group | Group properties (e.g., company_name, plan_tier) | groupTypes |
| lookup | CSV lookup table properties | configurationFilter, lookupTableName |
| channel | Traffic source channel classifiers (derived formula properties) | names |
| persisted | Event-to-user persisted properties | names |
CHART QUERY PROP TYPES (query_dataset / chart definitions):
- Derived and channel classifier properties must use prop_type / group_by.type / subprop_type of "derivedV2" — not legacy "derived" or other invented types.
- get_properties returns chartPropType: "derivedV2" for derived and channel properties. propertyType "event"/"user" is display scope only, not the chart API type.
GLOBAL VS. EVENT-SCOPED EVENT PROPERTIES:
Event properties in Amplitude have two scopes:
- Global (plan-wide): a property definition shared across the project's tracking plan, not tied to a single event.
- Event-scoped (local): a definition attached to one specific event type (e.g., "Button Clicked.button_name").
When the user looks for event properties without specifying a scope (global or event-scoped), prompt for clarification.
INSTRUCTIONS:
- Use the search tool or get_events first to find exact event/property names before calling this tool.
- All property types support limit/cursor pagination. For 'event', pagination applies only when eventType is omitted (event-scoped returns all properties for that event).
- If the user has not specified a project, prompt them to decide. Don't decide for them.
EXAMPLES:
- Event properties for one event: { "propertyType": "event", "projectId": "123", "eventType": "Button Clicked" }
- All event properties in a project: { "propertyType": "event", "projectId": "123" }
- Including deleted: { "propertyType": "event", "projectId": "123", "includeDeleted": true }
- User properties: { "propertyType": "user", "projectId": "123", "sources": ["CUSTOMER"] }
- Derived properties: { "propertyType": "derived", "projectId": "123", "derivedPropertyType": "event" }
- Group properties: { "propertyType": "group", "projectId": "123", "groupTypes": ["company"] }AmplitudeAmplitudePluginrequiredData & Analytics
- Reading chart dataget · Retrieve full chart objects by their IDs using the chart service directly
WHEN TO USE:
- You want to retrieve a full chart definition.
- Useful if you want to base an ad hoc query dataset analysis on an exsiting chart.
INSTRUCTIONS:
- Use the search tool to find the IDs of charts you want to retrieve, then call this tool with the IDs.AmplitudeAmplitudePluginrequiredData & Analytics
- Saving chart editssave · Save temporary chart edits as permanent charts
WHEN TO USE:
- You have chart edit IDs from query_dataset and want to save them as permanent charts
- You need to add charts to dashboards or notebooks (which require saved chart IDs)
WORKFLOW:
1. Use query_dataset to create ad-hoc analyses (returns editId)
2. Use save_chart_edits to convert editIds into permanent chartIds
3. Use chartIds in create_dashboard or create_notebook
IMPORTANT:
- All AI-generated charts are saved as unpublished in your personal space
- Charts require human review before publishing to shared spaces
- Use bulk saving to reduce tool calls when creating multiple chartsAmplitudeAmplitudePluginrequiredData & Analytics
- Searching entity relationshipssearch · Find relationships for any Amplitude entity - shows what charts, experiments, cohorts, and other entities are connected to or use the specified source entity.
WHEN TO USE:
- You want to understand dependencies and relationships for a specific Amplitude entity.
- You need to see what content references a specific entity before making changes.
- You're analyzing the impact of modifying or archiving an entity.
- You want to find all entities that use a particular event, property, cohort, chart, etc.
INSTRUCTIONS:
- Provide the app ID and specify a source entity with its type and name.
- The tool searches for relationships to a fixed set of target entity types (metrics, segments, cohorts, connections, predictions, experiments, flags, custom events, derived properties, lookup properties).
- Results are split into separate searches for charts vs other entities to prevent charts from crowding out other entity types.
- The response shows all entities that reference or are related to the specified source entity, organized by entity type.
- Use this to understand entity adoption and potential impact of changes.
SUPPORTED ENTITY TYPES:
- event
- custom_event
- event_property
- user_property
- derived_property
- lookup_property
- channel_classifier
- cohort
- prediction
- metric
RESPONSE FORMAT:
- results: Combined list of all related entities
- resultsByType: Results organized by entity type (charts, cohorts, metrics, etc.)
- counts: Count of results for each entity type
- totalHits: Total number of matching entities across both searches
- chartHits/nonChartHits: Separate hit counts for chart vs non-chart searches
EXAMPLES:
- Find all charts using event "Login" in app 187520
- Analyze which experiments are targeting a specific cohort id in an app
- Understand what content uses a particular custom event before archiving it
- Find all entities that reference a specific event_propertyAmplitudeAmplitudePluginrequiredData & Analytics
- Searching for contentsearch · Search for dashboards, charts, notebooks, experiments, and other content in Amplitude.
INSTRUCTIONS:
- Use this as your primary tool to discover and explore available analytics content before diving into specific analyses.
- If you are not sure what to search for, use the default search query.
- Do not specify appIds/projectIds in the input unless the user explicitly asks to search within a specific app/project.
- When searching for taxonomy entities like events, properties, etc. use higher limits (e.g. 100-200) to get more results as there are more important entities to search through.
- When searching for events, use the get_properties tool (propertyType="event") to get event properties on an individual event.
- To search Amplitude's official product documentation (SDK setup guides, API reference, help articles), include 'AMPLITUDE_DOCS' in entityTypes. This searches the public docs corpus — NOT your org's content — and returns doc pages with browsable URLs. Pair it with a natural-language query (e.g. "how to track revenue in the browser SDK").
DO NOT USE FOR:
- AI agent results, agent analyses, or agent runs → use 'get_agent_results' instead
- Getting full dashboard definitions with chart details → use 'get_dashboard' with the IDs from search results
- Running queries or analysis → use 'query_dataset' or 'query_charts'
ADDITIONAL INFORMATION:
- Results are personalized to the user you are making the request on behalf of.
- Results do not include the full object definition. You will need to use other tools to get the full object definition when needed.
- Best practice is to query for a single entity type, unless the user's request is open ended.
- The response includes an isOfficial flag in contentMeta to identify content that has been marked as official by the organization.AmplitudeAmplitudePluginrequiredData & Analytics
- Updating chart alert subscriptionsubscribe · Subscribe or unsubscribe the current user or a channel to chart alerts for a monitor.
WHEN TO USE:
- The user wants to subscribe or unsubscribe from chart alerts.
- Use get_chart_monitor first if you need the monitorId or want to inspect existing subscribers.
INSTRUCTIONS:
- Provide monitorId, action, and deliveryMethod.
- For email delivery, this tool only manages the current user's own email subscription.
- For Slack or Teams delivery, provide deliveryChannel.
- deliveryWorkspaceId is optional workspace context for Slack or Teams channels when needed.
- If adding the first subscriber to a disabled monitor, this tool re-enables the monitor automatically.
- If removing the last subscriber, this tool disables the monitor automatically.
EXAMPLES:
- {"monitorId":"mon_123","action":"subscribe","deliveryMethod":"email"}
- {"monitorId":"mon_123","action":"subscribe","deliveryMethod":"slack","deliveryChannel":"C024BE91L"}
- {"monitorId":"mon_123","action":"unsubscribe","deliveryMethod":"teams","deliveryChannel":"19:[email protected]","deliveryWorkspaceId":"tenant-id:team-id"}
NOTES:
- Do not use this to edit thresholds or other monitor settings. Use update_chart_monitor for that.AmplitudeAmplitudePluginrequiredData & Analytics
- Updating chart monitorupdate · Enable or disable an existing chart monitor.
WHEN TO USE:
- The user wants to turn a chart alert monitor on or off.
- Use get_chart_monitor first if you need to inspect the current monitor state.
INSTRUCTIONS:
- Provide monitorId.
- enabled=true turns the monitor on.
- enabled=false turns the monitor off.
EXAMPLES:
- {"monitorId":"mon_123","enabled":true}
- {"monitorId":"mon_123","enabled":false}
NOTES:
- This tool only changes the enabled state.
- Use subscribe_chart_alert to manage recipients and get_chart_monitor to inspect thresholds and subscribers.AmplitudeAmplitudePluginrequiredData & Analytics
- Using Amplitude metricsuse · Unified entry point for metric definitions, goals, and goal alerts in a project. Replaces get_metrics, create_metric, update_metric, delete_metric, get_metric_goals, the five goal write tools, and the four goal-alert CRUD tools.
WHEN TO USE:
- Anything about defining metrics, setting targets on metrics, listing goals/pacing, or configuring goal alerts.
- NOT for querying metric *values* over time — use query_metric or query_dataset instead.
INSTRUCTIONS:
- Select the operation with `action`.
- Metric defs: resolve metricIds with search first; create_metric needs projectId, name, and metricType plus type-specific fields (same rules as the legacy create_metric tool).
- Goals: use get_goals to discover goalIds before update / archive / restore / delete / alert actions.
- update_metric may be two-step when changing a metric definition with dependents; delete_metric and delete_goal may also be two-step when dependents exist. For any of these operations, first call without confirmed, show the returned dependency payload to the user, then retry with confirmed: true only after user confirmation.
- get_goals accepts either metricId OR projectId, not both.
DO NOT USE FOR:
- Chart or experiment metric *values* → query_metric / query_dataset.
- Experiments and flags → get_experiments / get_flags / create_experiment.AmplitudeAmplitudePluginrequiredData & Analytics
- Verifying chart definitionverify · Validate and auto-correct a chart definition before passing it to query_dataset.
WHEN TO USE:
- After constructing a chart definition, to verify it is valid before querying.
- When you want to catch and auto-fix common mistakes (wrong enum values, wrong field names).
- The tool will auto-coerce known LLM mistakes and return the corrected definition.
- Validates event types and properties exist in the project taxonomy.
WHAT IT DOES:
- Validates required fields (type, app, params) and chart-type-specific parameters.
- Auto-coerces known mistakes: wrong funnel mode names (this_order → ordered), conversionWindow objects → conversionSeconds, ISO date strings → Unix timestamps, string events → {event_type, filters, group_by}.
- Validates that referenced event types exist in the project.
- Validates that referenced properties exist on their event types.
- Validates user and derived properties in segments/group_by: hidden properties are rejected, and derived formula properties must use prop_type/group_by type derivedV2 (not user or legacy derived).
- Returns the corrected definition ready to pass to query_dataset.
SUPPORTED CHART TYPES: eventsSegmentation, funnels, metricExplorer, retention, revenueLtv, sessions, stickiness
Unsupported types pass through with a warning (not an error) — you can still send them to query_dataset.AmplitudeAmplitudePluginrequiredData & Analytics
- add-company-data-pointsadd · Add data points to companies in an existing search. Supports enriching ALL companies or specific companies via entityIds.
## Quick Reference
- **This tool**: Enrich COMPANIES with funding, tech stack, headcount, etc.
- **add-contact-data-points**: Enrich CONTACTS with emails, work history, etc.
- Requires a taskId from a previous search-* tool call
- **Use entityIds to enrich specific companies** — do NOT create a new search to enrich one company from an existing search
- **ANY research question about companies = call this tool** with a Custom data point
## IMPORTANT: When to Call This Tool
**Check before enriching:** If the user asks about a specific company's data (e.g. "what's their tech stack?"), call get-task-context FIRST — the user may have already enriched it through the widget. Only call this tool if get-task-context shows the enrichment hasn't been run.
Call this tool whenever the user asks to FETCH or ADD new information about companies, including:
- Standard data points (tech stack, funding, headcount, etc.)
- **Any open-ended research question** — use Custom type for these
Do NOT try to answer company research questions from your own knowledge. ALWAYS call this tool or get-task-context to fetch the data.
Examples that MUST trigger this tool:
- "What's their tech stack?" → Standard type
- "Find recent product announcements" → Custom type
- "Get me their latest news" → Custom type
- "What's their revenue model?" → Custom type
- "Find their competitors" → Custom type
- "Any recent acquisitions?" → Custom type
## Parameters
### taskId (required)
The task ID returned from search-contacts or search-contacts-by-name.
- Do NOT fabricate a taskId—use the one from the prior search
- If no search exists yet, prompt the user to search first
### dataPoints (required)
Array of data points to add.
- Standard: { type: "<DataPointType>" }
- Custom: { type: "Custom", customDataPoint: "<brief description>" }
**Available standard types:** Headcount Growth, Recent News, Investors, Company Competitors, Company Customers, Tech Stack, Website Traffic, Open Jobs, Revenue Model, Annual Revenue, Latest Funding
**Custom type**: Use for ANY research question not covered by standard types. Examples:
- "recent product announcements" → { type: "Custom", customDataPoint: "recent product announcements" }
- "B2B vs B2C classification" → { type: "Custom", customDataPoint: "B2B vs B2C classification" }
- "company founders" → { type: "Custom", customDataPoint: "company founders" }
### entityIds (optional)
Array of entityIds to enrich. When omitted, enriches all companies in the search.
- Use the entityId values from the company data returned by a previous search tool call
- Useful when the user wants to enrich specific companies
## Examples
| User request | dataPoints |
|--------------|------------|
| "What's their tech stack?" | [{ type: "Tech Stack" }] |
| "Get funding info and headcount" | [{ type: "Latest Funding" }, { type: "Headcount" }] |
| "Find recent product announcements" | [{ type: "Custom", customDataPoint: "recent product announcements" }] |
| "Are they B2B or B2C?" | [{ type: "Custom", customDataPoint: "B2B vs B2C classification" }] |
| "What's in the news about them?" | [{ type: "Custom", customDataPoint: "recent news and headlines" }] |
## Response Behavior
- Confirm briefly: "Fetching [data point] for [company/companies]."
- For single-company requests, name the company instead of saying "all companies."
Clay may render results in a widget in hosts that support MCP Apps, such as ChatGPT, claude.ai, and Cursor.
Other terminal/coding-agent hosts such as Codex, Claude Code, Windsurf, and CLI environments do not show the widget.
If you are unsure whether the widget is visible, assume it is not visible.
- If a widget is visible, avoid repeating the full widget contents unless the user asks for full contents; then call get-task-context with the taskId and answer inline.
- In terminal/coding-agent environments, when no widget is visible, or when the user asks for actual values/results, call get-task-context with the taskId and answer inline.
- **NEVER tell the user that data was not found, not returned, or unavailable without first calling get-task-context.** The initial search/tool response only includes base fields — enrichment results (emails, X/Twitter profiles, work history, custom data points, etc.) are only available via get-task-context.
- **When the user asks about a specific value** (e.g. "what's Patrick's email?", "what X profiles did you get?"), call get-task-context FIRST to check if the data has already been enriched — the user may have triggered enrichments through the widget. Only call add-contact-data-points / add-company-data-points if get-task-context shows the enrichment hasn't been run yet.
- Use get-task-context to poll until async results complete; if values are still in-progress, wait and retry rather than answering with missing values.
- If get-task-context is not available, fall back to get-task.ClayClayPluginrequiredSales & CRM
- add-contact-data-pointsadd · Add data points to contacts in an existing search. Supports enriching ALL contacts or specific contacts via entityIds.
## Quick Reference
- **This tool**: Enrich CONTACTS with emails, work history, etc.
- **add-company-data-points**: Enrich COMPANIES with funding, tech stack, headcount, etc.
- Requires a taskId from a previous search-* tool call
- **Use entityIds to enrich specific contacts** — do NOT create a new search to enrich one person from an existing search
- **ANY research question about contacts = call this tool** with a Custom data point
## IMPORTANT: When to Call This Tool
**Check before enriching:** If the user asks about a specific contact's data (e.g. "what's Patrick's email?"), call get-task-context FIRST — the user may have already enriched it through the widget. Only call this tool if get-task-context shows the enrichment hasn't been run.
Call this tool whenever the user asks to FETCH or ADD new information about contacts, including:
- Standard data points (email, work history, etc.)
- **Any open-ended research question** — use Custom type for these
Do NOT try to answer contact research questions from your own knowledge. ALWAYS call this tool or get-task-context to fetch the data.
Examples that MUST trigger this tool:
- "Get their emails" → Standard type
- "Find their recent publications" → Custom type
- "What have they posted on LinkedIn?" → Custom type
- "Summarize their career trajectory" → Custom type
- "Any recent job changes?" → Custom type
- "Score them against my ICP" → Custom type
## Parameters
### taskId (required)
The task ID returned from search-contacts or search-contacts-by-name.
- Do NOT fabricate a taskId—use the one from the prior search
- If no search exists yet, prompt the user to search first
### dataPoints (required)
Array of data points to add.
- Standard: { type: "<DataPointType>" }
- Custom: { type: "Custom", customDataPoint: "<brief description>" }
**Available standard types:** Email, Summarize Work History, Find Thought Leadership
**Custom type**: Use for ANY research question not covered by standard types. Examples:
- "recent publications" → { type: "Custom", customDataPoint: "recent publications" }
- "LinkedIn activity" → { type: "Custom", customDataPoint: "recent LinkedIn posts" }
- "ICP fit score" → { type: "Custom", customDataPoint: "ICP fit score based on seniority and tenure" }
### entityIds (optional)
Array of entityIds to enrich. When omitted, enriches all contacts in the search.
- Use the entityId values from the contact data returned by a previous search tool call
- Useful when the user wants to enrich specific contacts (e.g., "get John's email")
## Examples
| User request | dataPoints |
|--------------|------------|
| "Get their emails" | [{ type: "Email" }] |
| "Add work history" | [{ type: "Summarize Work History" }] |
| "Find their recent publications" | [{ type: "Custom", customDataPoint: "recent publications" }] |
| "What's their LinkedIn activity?" | [{ type: "Custom", customDataPoint: "recent LinkedIn posts" }] |
| "Score them for senior leaders in NYC" | [{ type: "Custom", customDataPoint: "ICP fit: senior leader in NYC" }] |
| "Get John's email" (single contact) | [{ type: "Email" }] + entityIds: ["<john's entityId>"] |
## Response Behavior
- Confirm briefly: "Fetching [data point] for all contacts."
- For single-contact requests, name the contact instead of saying "all contacts."
Clay may render results in a widget in hosts that support MCP Apps, such as ChatGPT, claude.ai, and Cursor.
Other terminal/coding-agent hosts such as Codex, Claude Code, Windsurf, and CLI environments do not show the widget.
If you are unsure whether the widget is visible, assume it is not visible.
- If a widget is visible, avoid repeating the full widget contents unless the user asks for full contents; then call get-task-context with the taskId and answer inline.
- In terminal/coding-agent environments, when no widget is visible, or when the user asks for actual values/results, call get-task-context with the taskId and answer inline.
- **NEVER tell the user that data was not found, not returned, or unavailable without first calling get-task-context.** The initial search/tool response only includes base fields — enrichment results (emails, X/Twitter profiles, work history, custom data points, etc.) are only available via get-task-context.
- **When the user asks about a specific value** (e.g. "what's Patrick's email?", "what X profiles did you get?"), call get-task-context FIRST to check if the data has already been enriched — the user may have triggered enrichments through the widget. Only call add-contact-data-points / add-company-data-points if get-task-context shows the enrichment hasn't been run yet.
- Use get-task-context to poll until async results complete; if values are still in-progress, wait and retry rather than answering with missing values.
- If get-task-context is not available, fall back to get-task.ClayClayPluginrequiredSales & CRM
- ask-question-about-accountsask · Ask a natural language question about one or more accounts available in Clay Audiences. Depending on your workspace settings and whether Salesforce owner data is available, this may be limited to accounts you own in Salesforce. An AI agent analyzes account data including contacts, opportunities, Gong calls, and emails to answer your question.
IMPORTANT: Both "accountIds" and "question" parameters are REQUIRED — you must always provide both when calling this tool.
## Quick Reference
- **This tool**: Ask questions or get analysis about specific accounts (e.g., "What's the status of this deal?", "Who are the key stakeholders?")
- **query-objects**: Call this first to get account entity IDs before calling this tool, unless you already have account IDs. Find and list accessible accounts by natural-language filters.
- **find-and-enrich-company**: Only for prospecting publicly available company info. Do NOT use find-and-enrich-company when the user is asking about their own accounts or deals; use this tool instead.
- For ambiguous queries (e.g., "Tell me about Acme"), call query-objects first. If the account exists, use this tool. If not, fall back to find-and-enrich-company.
## Prerequisites
You need the `accountId` (numeric) for each account you want to ask about. If you don't have it:
1. Call `query-objects` to find accounts by name or other natural-language filters. Use `onlyMine: true` when the user asks about "my" accounts or accounts they personally own; omit it when they ask about accounts in general.
2. Use the returned account `entityId` values as `accountIds`
Access to specific accounts depends on your workspace settings. Some workspaces allow questions about any account in the audience, while others restrict questions to accounts you own in Salesforce when Salesforce owner data is available.
## Parameters
### accountIds (required — MUST be provided)
Array of numeric account IDs from returned account `entityId` values in the `query-objects` response. Supports 1-10 accounts.
- For single-account questions: provide one ID (e.g., [12345])
- For multi-account questions (e.g., comparisons): provide multiple IDs (e.g., [12345, 67890]). The tool returns individual analyses for each account — you should synthesize and compare the results yourself.
### question (required — MUST be provided)
A natural language question about the account(s). Be specific for best results.
## Correct Usage
You MUST always call this tool with BOTH parameters like this:
{ "accountIds": [12345], "question": "What is the deal status?" }
## Examples
| User says | How to handle |
|-----------|---------------|
| "What's happening with the Acme deal?" | 1. Call `query-objects` with query: "Acme account" to get the account entityId. 2. Call this tool with that entityId in accountIds and the question. |
| "What's happening with my Acme deal?" | 1. Call `query-objects` with query: "Acme account" and onlyMine: true to get the account entityId. 2. If Clay says owner-scoped filtering is unavailable, explain that Clay can still search audience accounts but cannot determine ownership in this workspace. 3. Otherwise call this tool with that entityId in accountIds and the question. |
| "Compare my top two accounts" | 1. Call `query-objects` with query: "my accounts" and onlyMine: true to find accounts. 2. If owner-scoped filtering is unavailable, explain that Clay can still analyze audience accounts but cannot determine ownership in this workspace. 3. Otherwise call this tool with both entityIds in accountIds and the question. The tool returns individual analyses per account; synthesize and compare the results yourself. |
| "Who are the key contacts at account 12345?" | Call this tool directly with accountIds: [12345] and question: "Who are the key contacts?" (ID already known). |
## Response Behavior
- Returns a detailed text answer from the AI agent based on each account's data
- The agent analyzes contacts, opportunities, Gong call transcripts, and emails
- For multi-account requests, individual analyses are returned per account — you are responsible for comparing or synthesizing the results
- This tool may take longer than other tools due to the depth of analysisClayClayPluginrequiredSales & CRM
- get-credits-availableget · Check if credits are available for the workspace. Returns hasWorkspaceCredits, hasSalesRepCredits, and (when credit budgets are enabled) hasBudgetCredits.ClayClayPluginrequiredSales & CRM
What is Tool Explorer?
Tool Explorer indexes the callable tool names and descriptions attached to public registry profiles. It is useful for seeing what agents can actually invoke, not just which profile exists.
How do category and verb filters work?
Category filters use the live registry category rollup. Verb filters use the public tool insights rollup, so the page stays backed by the same read models as the tracker charts.
Why do auth requirements matter?
Auth requirements show whether a tool is likely usable without account connection, requires authentication, is private, or is unknown in the current snapshot.