Tools reference

The server exposes 47 tools, all prefixed kodlo_. Claude picks them for you; you rarely need to name one.

How to read the tables

• Changes data: the tool writes to your workspace. Read-only keys cannot call it, and it counts toward the write limit.
• Costs: 💲 means the tool spends AI budget from your workspace’s plan. See Costs.
• Async: the tool returns an operation id and finishes in the background.
• client_request_id: an optional field on create tools that makes them safe to retry. A retry with the same id returns the first result instead of creating a duplicate.
• untrusted: text written by third parties or imported from the web (contact bios, posts, documents, report text) comes back inside an untrusted object. Claude treats it as data, never as instructions.

Lists are paged. When a result has next_cursor, Claude passes it back with the same filters to get the next page.

Workspace

Tool	What it does	Changes data
kodlo_whoami	Called first. Returns you and your workspace, your role and plan, AI budget used, which capabilities are available (with a reason when one isn’t), and any runs in progress.	No
kodlo_get_workspace_profile	The company profile written by your workspace’s admins. It is edited in the web app.	No
kodlo_get_tone_of_voice	Your own tone-of-voice prompts and sample messages, default first. It never returns a teammate’s.	No

Campaigns

Tool	What it does	Changes data
kodlo_list_campaigns	Lists campaigns with contact counts per status. Filter by status.	No
kodlo_get_campaign	A campaign’s overview, ICP, offering, contact counts and recent discovery runs.	No
kodlo_create_campaign	Creates a campaign. Names are unique in the workspace.	Yes
kodlo_update_campaign	Renames a campaign, changes its status or replaces its overview. Status moves: active ↔ paused, → completed, completed → archived (final). Campaigns are never deleted.	Yes
kodlo_set_campaign_icp	Writes the structured ICP: what you sell, target companies, personas, signals, disqualifiers, notes.	Yes
kodlo_set_campaign_section	Writes or removes the Offering or Outreach Playbook section. An empty body removes it.	Yes

Contacts

Tool	What it does	Changes data
kodlo_search_contacts	Free-text search over name, company, title and location. Filter by campaign and status, and sort.	No
kodlo_get_contact	The full contact record, its 10 latest timeline events and its open tickets.	No
kodlo_create_contacts	Adds 1–50 contacts, each with a campaign and a first name. Duplicates (same LinkedIn URL, or same full name and company) are reported, not created.	Yes
kodlo_update_contact	Changes the fields you pass. An empty string clears a field. Do Not Contact contacts cannot be edited.	Yes
kodlo_set_contact_status	Sets the pipeline status: contact, prospecting, engaged, nurturing, qualified, meeting_scheduled or rejected. It cannot set or lift Do Not Contact.	Yes
kodlo_copy_contact_to_campaign	Copies a contact into another campaign as a new record.	Yes

Lead discovery

Discovery is a five-step flow. Nothing is added to your CRM until the import step.

Tool	What it does	Changes data	Costs
kodlo_discovery_prepare	Step 1. Checks that the campaign’s ICP is ready and returns questions to answer if not, plus warnings and your budget.	No	Free
kodlo_discovery_start	Step 2, async. Searches the web for people who match the campaign and your focus. Takes a few minutes, up to about an hour. Creates a review set only.	Yes	💲
kodlo_discovery_review	Step 3. Candidates with their fit and whether they can be imported, plus the people the search excluded.	No	Free
kodlo_discovery_decide	Step 4. Records accept and reject decisions. Rejected people are excluded from future searches for that campaign.	Yes	Free
kodlo_discovery_import	Step 5. Adds the accepted candidates as contacts, each with a timeline note. Safe to call again.	Yes	Free

Only the person who started a run, or an admin or owner, can review, decide on or import it.

Research, lookup and enrichment

Tool	What it does	Changes data	Costs
kodlo_research_start	Async. A deep web investigation of a person, company, market or topic that returns a cited Markdown report. Depth: economy (about 5 min), standard (about 10–20 min) or thorough (up to 30 min). The report is filed in the workspace’s shared Deep Research Reports folder, which every member can read.	Yes	💲
kodlo_research_get_report	Reads a report, 20,000 characters per page.	No	Free
kodlo_lookup_contact	Async, about 15 seconds. Searches the public web for a contact already in your CRM: profile and recent public posts (LinkedIn and X by default). It adds one timeline event and proposes profile fields without writing them. You approve them, and Claude applies them with kodlo_update_contact.	Yes	💲 cents
kodlo_enrich_contact	Async, about a minute. Pulls partner data for a contact: profile, follower counts and posts with engagement. With scope: account it covers the contact’s employer, optionally with web-traffic estimates. It fills empty fields only and never overwrites a value. Pass up to 25 contact_ids for one cheaper batch run.	Yes	💲 tens of cents per contact

Lookup and enrichment need either a LinkedIn URL or a first name, last name and company. They refuse Do Not Contact contacts before spending anything. Run a lookup first, and enrich only when you need more.

Knowledge Hub

Tool	What it does	Changes data	Costs
kodlo_list_knowledge_projects	The projects you can see: your own, shared ones, and the Deep Research Reports and Slide Decks folders.	No	Free
kodlo_create_knowledge_project	Creates a folder, either private (only you) or public (the whole workspace).	Yes	Free
kodlo_add_knowledge_document	Adds a document to one of your projects: Markdown (up to 2 MB), a public URL (kōdlo fetches it), or a file (PDF, DOCX, XLSX, PPTX, CSV, TXT or MD, up to 10 MB). It is indexed in the background.	Yes	Free
kodlo_get_knowledge_file	A document’s processing status (READY means searchable), and optionally its extracted text, 20,000 characters per page.	No	Free
kodlo_search_knowledge	Semantic search with 1–5 queries. It returns excerpts.	No	💲 a little

Tickets

Tool	What it does	Changes data
kodlo_list_tickets	Tickets, newest first. Filter by status, assignee or creator (an id or me), source or text.	No
kodlo_get_ticket	A ticket with its content, comments, assignee and linked contact.	No
kodlo_create_ticket	Creates a task, linked to a contact through a timeline event or at workspace level. The assignee (you by default) is notified.	Yes
kodlo_update_ticket	Changes the title, content, status (pending, in_process, done), priority, deadline or assignee. A ticket’s owner can change anything; its assignee can change only the status.	Yes
kodlo_comment_ticket	Adds a comment. @mentions notify people.	Yes
kodlo_delete_ticket_comment	Deletes a comment. Allowed for its author or an admin or owner.	Yes, destructive
kodlo_delete_ticket	Deletes a ticket. Owner only. It disappears at once and is purged after your workspace’s retention period.	Yes, destructive

Timeline and events

Tool	What it does	Changes data
kodlo_get_timeline	A contact’s events, newest first. Archived events are left out unless you ask for them.	No
kodlo_list_event_types	Your workspace’s active event types.	No
kodlo_add_event	Logs a call, meeting, email or note on a contact, credited to you. Markdown, up to 10,000 characters.	Yes
kodlo_update_event	Edits an event’s title, content or type. Allowed for its author or an admin or owner. Every edit is kept as a version.	Yes
kodlo_comment_event	Adds a comment of up to 1,000 characters. @mentions notify people.	Yes
kodlo_create_event_type	Adds an event type. Admins and owners only.	Yes

Conversations

These tools cover your own kōdlo chat history only, never a colleague’s.

Tool	What it does	Changes data	Costs
kodlo_search_conversations	Keyword search, plus search by meaning when long-term memory is on for your workspace.	No	💲 a little (meaning search)
kodlo_get_session	Opens one of your conversations, with the documents it produced.	No	Free

Operations

Tool	What it does	Changes data
kodlo_get_operation	The status of a background run: queued, running (with progress), succeeded (with ids and a suggested next step), failed or canceled.	No
kodlo_list_operations	Your recent runs, newest first. Filter by kind.	No
kodlo_cancel_operation	Cancels a run. A queued run is cancelled with nothing spent. A running one stops within about 30 seconds, and the work done so far stays billed.	Yes, destructive

Prompts

The server also offers three ready-made prompts. In clients that support MCP prompts, they appear in the prompt or slash-command menu.

Prompt	What it does
find_leads: Find new leads for a campaign	Walks through the whole discovery flow and leaves every decision to you. Optional argument: campaign name.
research_brief: Prepare a deep research brief	Asks for each part of a research brief and reminds you that the report goes to the shared folder. Optional argument: subject.
daily_pipeline: My pipeline today	Due tickets, next steps, and engaged or qualified contacts that have gone quiet. Asks before changing anything.

Resources

Clients that support MCP resources can attach these directly. They follow the same permissions as the tools.

URI	Content
kodlo://reports/{artifact_id}	One of your research reports, in Markdown
kodlo://campaigns/{campaign_id}	A campaign, as JSON
kodlo://contacts/{contact_id}	A contact, as JSON
kodlo://knowledge/files/{file_id}	A Knowledge Hub document, in Markdown (up to 200,000 characters)