> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nouxdigital.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Tool reference
> All tools exposed by the Noux MCP server.
All tools require a valid personal MCP token or OAuth access token. Responses are JSON with `structuredContent` and a text `content` field.
## Scopes and tool annotations
| Scope | What it unlocks |
| ----------- | ------------------------------------------------------------------- |
| `mcp:read` | All read tools below (default for personal tokens and Claude OAuth) |
| `mcp:write` | Write tools — only registered when the token includes this scope |
Call `get_info` after connecting. When write access is granted, `capabilities` includes both `read_only` and `write`.
**Read tools** use MCP annotations `readOnlyHint: true` and `destructiveHint: false`.
**Write tools** use `readOnlyHint: false` and `destructiveHint: false`. They create or queue side effects in your organization (comments, notifications, background jobs). Each write tool also checks your **room role** — the same permissions as in the Noux app.
| Write tool | Room permission required |
| ------------------------------------------ | -------------------------------------------------------------------------------------- |
| `add_room_comment` | **Commenting** — room owner, assisting seller, org member visitor, or external visitor |
| `send_room_invitations` | **ShareRoom** — room owner, assisting seller, org member visitor, or external visitor |
| `send_room_update_notifications` | **EditRoom** — room owner or assisting seller |
| `add_key_document_to_rooms` | **EditRoom** on every target room |
| `create_mutual_action_plan` | **EditRoom** |
| `update_mutual_action_plan` | **EditRoom** |
| `add_mutual_action_plan_item` | **EditRoom** |
| `update_mutual_action_plan_item` | **EditRoom** |
| `set_mutual_action_plan_item_participants` | **EditRoom** |
| `set_mutual_action_plan_item_status` | **EditRoom** for sellers; assignee may toggle their own items |
Organization members who can view a room but are not room members (**OrganizationMemberViewer**) can read conversations but cannot post comments via MCP.
## Pagination conventions
Several tools paginate results. Common patterns:
| Pattern | Tools | How to continue |
| ------------ | ----------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------ |
| Cursor by id | `get_light_rooms`, `get_light_notetaker_meetings`, `get_room_conversation`, `get_mutual_action_plans` | Pass the last item's id as `fromRoomId`, `fromMeetingId`, `fromCommentId`, or `fromPlanId` |
| Cursor pair | `get_room_comments`, `get_room_activities` | Pass both `cursorCreatedAt` and `cursorId` from `nextCursor` |
| `hasMore` | Most paginated tools | When `true`, fetch the next page |
Default `pageSize` is **50** where not specified. Minimum and maximum limits vary per tool.
***
## get\_info
Returns connection metadata for the authenticated token.
**Inputs:** none
**Output highlights:**
| Field | Description |
| ---------------- | --------------------------------------------------------------------------- |
| `organizationId` | Your Noux organization id |
| `userId` | Your user id (token acts as you) |
| `mcpVersion` | MCP API version (e.g. `1.0.0`) |
| `capabilities` | Includes `read_only`; includes `write` when the token has `mcp:write` scope |
Use this tool first to verify authentication.
***
## get\_organization\_members
Lists users in your organization.
**Inputs:** none
**Output:** `members` — array of `{ id, email, firstName, lastName }`
***
## get\_light\_rooms
Paginated list of sales rooms with owner, editors, visitors, pending invitees, and linked notetaker meeting ids. Sorted newest first.
**Inputs:**
| Field | Type | Description |
| ------------- | ------ | --------------------------------------------- |
| `pageSize` | number | Optional. 2–100, default 50 |
| `fromRoomId` | string | Optional. Start from this room id (inclusive) |
| `ownerUserId` | string | Optional. Filter by room owner |
**Output:** `rooms`, `hasMore`, `pageSize`
Each room includes `roomId`, `roomName`, `owner`, `editors`, `visitors`, `pendingInvitees`, `notetakerMeetingIds`, and timestamps.
Each `pendingInvitee` includes `invitationId`, `inviteeEmail`, `inviteeFirstName`, `inviteeLastName`, and `status` — use `inviteeEmail` with `send_room_update_notifications` when recipients have not joined yet.
***
## get\_light\_notetaker\_meetings
Paginated list of notetaker meetings with creator, light participants, key coaching scores, and playbook summary. Excludes transcript and media.
**Inputs:**
| Field | Type | Description |
| ---------------- | --------------------- | ------------------------------------ |
| `pageSize` | number | Optional. 2–100, default 50 |
| `fromMeetingId` | string | Optional. Pagination cursor |
| `creatorUserIds` | string\[] | Optional. Filter by creator user ids |
| `createdAfter` | string (ISO datetime) | Optional. Lower bound |
| `createdBefore` | string (ISO datetime) | Optional. Upper bound |
**Output:** `meetings`, `hasMore`, `pageSize`
***
## get\_notetaker\_meeting
Full notetaker meeting detail including speaker-attributed transcript, AI summary, and coach analysis. Excludes playbook analysis (use `get_notetaker_playbook_analysis`).
**Inputs:**
| Field | Type | Description |
| ----------- | ------ | ----------- |
| `meetingId` | string | Required |
**Output highlights:** `transcript` (turns with speaker, timing, text), `summary` (short/long summary, action items, next topics), `coaching` (customer and salesperson evaluations)
***
## get\_notetaker\_playbook\_analysis
Playbook analysis for a notetaker meeting, or `null` when not available yet.
**Inputs:**
| Field | Type | Description |
| ----------- | ------ | ----------- |
| `meetingId` | string | Required |
***
## get\_room\_comments
List room comments across your organization with optional filters. Newest first.
**Inputs:**
| Field | Type | Description |
| ----------------- | --------------------- | ------------------------------------------------------ |
| `authorId` | string | Optional filter |
| `authorEmail` | string | Optional filter |
| `authorFirstName` | string | Optional filter |
| `authorLastName` | string | Optional filter |
| `roomId` | string | Optional filter |
| `topLevelOnly` | boolean | Optional. Default `false`. Exclude replies when `true` |
| `createdAfter` | string (ISO datetime) | Optional |
| `createdBefore` | string (ISO datetime) | Optional |
| `pageSize` | number | Optional. 1–200, default 50 |
| `cursorCreatedAt` | string (ISO datetime) | Pagination — must pair with `cursorId` |
| `cursorId` | string | Pagination — must pair with `cursorCreatedAt` |
At least one of `authorId`, `authorEmail`, `authorFirstName`, `authorLastName`, or `roomId` is required.
**Output:** `comments`, `hasMore`, `pageSize`, `nextCursor`
***
## get\_room\_conversation
Paginated room conversation: pinned comments on the first page only, then unpinned top-level comments (oldest first) with nested replies, authors, timestamps, pinned/AI flags, and reaction summaries.
**Inputs:**
| Field | Type | Description |
| --------------- | ------ | -------------------------------------- |
| `roomId` | string | Required |
| `pageSize` | number | Optional. 2–100, default 50 |
| `fromCommentId` | string | Optional. Fetch more from this comment |
**Output:** `pinnedComments`, `comments`, `totalNumComments`, `hasMore`, `nextFromCommentId`, `pageSize`
***
## get\_room\_invitations
Room invitations filtered by room and/or invitor. Newest first.
**Inputs:**
| Field | Type | Description |
| ----------------- | --------------------- | --------------------------------------------- |
| `roomId` | string | Optional filter |
| `invitorId` | string | Optional filter |
| `invitorEmail` | string | Optional filter |
| `pageSize` | number | Optional. 1–200, default 50 |
| `cursorCreatedAt` | string (ISO datetime) | Pagination — must pair with `cursorId` |
| `cursorId` | string | Pagination — must pair with `cursorCreatedAt` |
At least one of `roomId`, `invitorId`, or `invitorEmail` is required.
Invitation message and email subject are only included for invitations **you** sent. Your personal token acts as you.
**Output:** invitations list, `hasMore`, `nextCursor`, `pageSize`
***
## get\_room\_invitation\_defaults
Preview the resolved invitation defaults for a room before calling `send_room_invitations`. This is a **read** tool (no `mcp:write` scope required) but still checks **ShareRoom** permission on the target room.
**Inputs:**
| Field | Type | Description |
| -------------- | ------ | ----------------------------------------------------------------------------------------- |
| `roomId` | string | Required |
| `inviteeEmail` | string | Optional. When provided, link-type resolution filters to that invitee (reinvite scenario) |
**Output:**
| Field | Description |
| ------------------- | ------------------------------------------------------------------------------------------------------- |
| `roomId` | Echo of the requested room |
| `linkType` | `MagicLink` or `VisitorToken` — same resolution as the Share Room form |
| `emailSubject` | Default subject with merge tags resolved for the actor |
| `invitationMessage` | Default HTML message body (may still contain per-recipient merge tags such as `{recipient_first_name}`) |
***
## get\_mutual\_action\_plans
Paginated mutual action plans (MAPs) for your organization. Each plan includes nested items with title, `bodyPlainText` (preferred for reading descriptions), stored HTML `body`, status, due dates, assignee, and follower participants. Sorted by most recently updated first.
**Inputs:**
| Field | Type | Description |
| ------------------- | ------------------------------------- | -------------------------------------------------------------------------- |
| `pageSize` | number | Optional. 2–100, default 50 |
| `fromPlanId` | string | Optional. Pagination cursor — pass `nextFromPlanId` from the previous page |
| `roomId` | string | Optional. Limit to one room |
| `itemStatus` | `"open"` \| `"done"` | Optional. Item-level filter |
| `assigneeUserId` | string | Optional. Item assignee user id |
| `assigneeEmail` | string | Optional. Item assignee email |
| `participantUserId` | string | Optional. Follower participant user id |
| `participantEmail` | string | Optional. Follower participant email |
| `involvesUserId` | string | Optional. Assignee or follower user id |
| `involvesUserEmail` | string | Optional. Assignee or follower email |
| `dueDateUrgency` | `"overdue"` \| `"urgent"` \| `"soon"` | Optional. Open items only; see urgency definitions below |
| `dueBefore` | string (ISO datetime) | Optional. Open items with due date on or before |
| `dueAfter` | string (ISO datetime) | Optional. Open items with due date on or after |
Item-level filters return only matching items inside each plan. `progress` and `itemCounts.totalInPlan` always reflect the **full** plan. `itemCounts.returned` is the number of items in the response after filtering.
**Output:** `plans`, `hasMore`, `pageSize`, `nextFromPlanId`
Each plan includes `id`, `roomId`, `roomName`, `title`, `sectionDescription`, `sectionOrder`, `createdAt`, `updatedAt`, `progress`, `itemCounts`, and `items`.
**Progress fields:** `doneCount`, `openCount`, `totalCount`, `percentDone`, `overdueOpenCount`
**Item fields:** `id`, `order`, `title`, `bodyParagraphs` (preferred for edits; `""` = blank line), `bodyPlainText`, `body` (stored HTML), `hasBody`, `status` (`open` | `done`), `doneAt`, `dueDateAt`, `dueDateUrgency`, `assignee`, `participants`
Assignees and participants include `id`, `email`, `firstName`, `lastName`, and `roomParticipantRole` (`Owner`, `Editor`, `Visitor`, or `Pending` for invitees not yet in the room).
**Due date urgency** (on items and for the `dueDateUrgency` filter on open items with a due date):
| Value | Meaning |
| --------- | --------------------------------------------------------- |
| `overdue` | Due date is in the past |
| `urgent` | Due within the next 24 hours |
| `soon` | Due between 24 and 48 hours from now |
| `none` | No due date, item is done, or due more than 48 hours away |
***
## get\_mutual\_action\_plan
Returns one mutual action plan by id with all items, section title and description, room context, progress summary, and full item details.
**Inputs:**
| Field | Type | Description |
| -------- | ------ | ----------- |
| `planId` | string | Required |
**Output:** Same plan shape as a single entry in `get_mutual_action_plans` (`plans` array), with all items included (no item-level filters).
***
## list\_key\_document\_folders
Lists organization **key document** folders (Materials, References, and other library folders) with document counts visible to you.
**Inputs:** none
**Output:** `folders` — array of `{ folderId, name, order, documentCount, isEditableByMember }`
Use this before `list_key_documents` to discover folder ids, or before `add_key_document_to_rooms` to understand your organization's document library layout.
***
## list\_key\_documents
Paginated list of organization key documents (the shared library you can spread into rooms). Sorted by attachment order within folders.
**Inputs:**
| Field | Type | Description |
| ------------------ | ------ | --------------------------------------------------------------------------------------------------------------------------------- |
| `pageSize` | number | Optional. 2–100, default 50 |
| `fromAttachmentId` | string | Optional. Pagination cursor — pass `nextFromAttachmentId` from the previous page |
| `folderId` | string | Optional. Limit to one folder |
| `search` | string | Optional. Case-insensitive title search |
| `type` | string | Optional. Attachment type filter: `FILE_UPLOAD_ATTACHMENT`, `LINK_ATTACHMENT`, `LOOM_VIDEO_ATTACHMENT`, or `REFERENCE_ATTACHMENT` |
**Output:** `documents`, `hasMore`, `pageSize`, `nextFromAttachmentId`
Each document includes `keyDocumentId`, `attachmentId`, `title`, `type`, `folderId`, `folderName`, `order`, `promoted`, `creator`, `roomAttachmentCount` (how many rooms already contain a copy), `aiContext`, and optional `mimeType` / `url` when visible to you.
***
## get\_room\_activities
Low-level activity rows for reporting. Useful for analytics and audit-style queries.
**Inputs:**
| Field | Type | Description |
| ---------------------- | --------------------- | --------------------------------------------- |
| `createdAfter` | string (ISO datetime) | Required |
| `createdBefore` | string (ISO datetime) | Required |
| `pageSize` | number | Optional. 1–200, default 50 |
| `roomIds` | string\[] | Optional. Limit to specific rooms |
| `activityTypes` | string\[] | Optional. Filter by activity type |
| `cursorCreatedAt` | string (ISO datetime) | Pagination — must pair with `cursorId` |
| `cursorId` | string | Pagination — must pair with `cursorCreatedAt` |
| `includeCommentBodies` | boolean | Optional. Default `false` |
The time range from `createdAfter` to `createdBefore` must not exceed **400 days**.
**Output:** `activities`, `hasMore`, `nextCursor`, `pageSize`
Each activity includes `type`, `createdAt`, `roomId`, `actor`, and optional `commentValue` when `includeCommentBodies` is enabled.
***
## Write tools
Write tools require the `mcp:write` scope on your token. They are not listed in clients that only have read access. Personal tokens created with write access (or OAuth clients that request `mcp:write`) expose these tools alongside the read tools.
All write tools act **as you** — the authenticated user id from the token is recorded as the actor.
***
### add\_room\_comment
Posts a new top-level comment or a reply in a room conversation. The comment appears immediately in the room; use `get_room_conversation` to read it back.
**Permission:** **Commenting** on the target room.
**Inputs:**
| Field | Type | Description |
| ---------- | ------- | --------------------------------------------------------------------------------------------------------- |
| `roomId` | string | Required. Target room |
| `value` | string | Required. Comment body (1–10,000 characters). Supports the same rich-text / mention syntax as the Noux UI |
| `parentId` | string | Optional. Reply to this top-level comment id (must belong to `roomId`) |
| `askAi` | boolean | Optional. Default `false`. When `true`, queues an AI reply job for the new comment |
**Output:**
| Field | Description |
| ----------- | ----------------------------------- |
| `commentId` | Id of the created comment |
| `roomId` | Echo of the target room |
| `isReply` | `true` when `parentId` was provided |
**Side effects:**
* Records an `AddComment` activity and bumps the room's `updatedAt`
* Queues CRM sync (`crm/sendRoomCommentToCrm`)
* When `askAi` is `true`, queues AI reply generation
* When you are an **external visitor**, queues email notifications to sellers (same as posting from the room UI)
Sellers and org member visitors can post comments but do not get automatic email notifications — use `send_room_update_notifications` to notify specific people after posting.
***
### send\_room\_invitations
Queues initial invitation emails to one or more invitees. Returns immediately; sending runs in the background.
**Permission:** **ShareRoom** on the target room (same as sharing from the room UI).
**Inputs:**
| Field | Type | Description |
| ------------------- | --------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| `roomId` | string | Required |
| `invitees` | object\[] | Required. 1–50 invitees; each must include `email`, `firstName`, and `lastName` (1–100 characters each). Ask the user for missing names before calling |
| `emailSubject` | string | Optional. 3–200 characters. Omit with `invitationMessage` and `linkType` to use organization/room defaults |
| `invitationMessage` | string | Optional. 10–10,000 characters. Omit with `emailSubject` and `linkType` to use defaults |
| `linkType` | `"MagicLink"` \| `"VisitorToken"` | Optional. Magic link vs personalized link. Omit to resolve from org default and your invitation history (same as the Share Room form) |
| `embedThumbnail` | boolean | Optional. Include room thumbnail in the invitation email |
| `remind` | boolean | Optional. Schedule invitation reminder emails |
**Output:**
| Field | Description |
| ---------- | -------------------------------------------------------------------- |
| `accepted` | Always `true` when the job is queued |
| `traceId` | Correlation id for the invitation batch (`mcp--`) |
**Typical workflow:**
1. `get_light_rooms` — resolve room name to `roomId`, check existing members and `pendingInvitees`
2. `get_room_invitation_defaults` — optional preview of `linkType`, `emailSubject`, and `invitationMessage` before sending (read tool; ShareRoom on the room)
3. `send_room_invitations` — e.g. `{ "roomId": "...", "invitees": [{ "email": "pekka.virtanen@example.com", "firstName": "Pekka", "lastName": "Virtanen" }] }` with no subject, message, or link type for defaults
4. `get_room_invitations` — confirm the new pending invitation after the job completes
***
### send\_room\_update\_notifications
Queues email notifications to selected room members and/or pending invitees about a room update. Returns immediately; delivery runs in the background.
**Permission:** **EditRoom** on the target room.
**Inputs:**
| Field | Type | Description |
| ------------------------ | --------- | ------------------------------------------------------------------------------------------------------------------------- |
| `roomId` | string | Required |
| `recipientUserIds` | string\[] | Optional. Room member user ids (default `[]`). At least one of `recipientUserIds` or `recipientInviteeEmails` is required |
| `recipientInviteeEmails` | string\[] | Optional. Pending invitee emails (default `[]`). At least one of the two recipient fields is required |
| `emailSubject` | string | Required. 3–200 characters |
| `emailMessage` | string | Required. 10–10,000 characters |
| `embedThumbnail` | boolean | Optional. Include room thumbnail in email |
| `remind` | boolean | Optional. Send as a reminder-style notification |
**Output:**
| Field | Description |
| ---------- | ---------------------------------------------------------------------- |
| `accepted` | Always `true` when the job is queued |
| `traceId` | Correlation id for the notification batch (`mcp--`) |
Use `get_light_rooms` for member user ids (`visitors`, `editors`, `owner`) and pending invitee emails (`pendingInvitees[].inviteeEmail`). You can notify pending invitees only — omit `recipientUserIds` when every recipient is still an invitee.
**Example (pending invitees only):**
```json theme={null}
{
"roomId": "...",
"recipientInviteeEmails": ["bill@example.com", "leslie@example.com"],
"emailSubject": "Updated proposal",
"emailMessage": "Hi {recipient_first_name}, we added new materials to the room."
}
```
***
### add\_key\_document\_to\_rooms
Queues a background job to copy an organization **key document** into one or more rooms. Returns as soon as the job is accepted; copying runs asynchronously.
**Permission:** **EditRoom** on **every** room in `roomIds`.
**Inputs:**
| Field | Type | Description |
| ------------------------------ | --------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `attachmentId` | string | Required. Key document attachment id from `list_key_documents` |
| `roomIds` | string\[] | Required. 1–2000 room ids (deduplicated server-side) |
| `placementBase` | string | Optional. `"promoted"` (default) or `"first_materials"` — where to place the copy |
| `attachmentPosition` | string | Optional. `"first"` (default) or `"last"` within the target folder or promoted area |
| `targetFolderNamesPrioritized` | string\[] | Optional. Up to 10 folder names, tried in order when resolving placement |
| `notifyVisitorsAfterAdd` | boolean | Optional. When `true`, email visitors after the document is added |
| `visitorNotificationTemplates` | object\[] | Optional. Required when notifying — up to 20 per-language templates with `languageCode`, `subjectTemplate` (3–200 chars), `messageTemplate` (10–10,000 chars) |
**Output:**
| Field | Description |
| ------- | ------------------------------------------------------------------------------------------- |
| `jobId` | Worker job id — use for support or monitoring; there is no MCP poll tool for job status yet |
**Typical workflow:**
1. `list_key_document_folders` / `list_key_documents` — find `attachmentId`
2. `get_light_rooms` — confirm target `roomIds`
3. `add_key_document_to_rooms` — queue the spread
4. `get_light_rooms` or room UI — verify `roomAttachmentCount` increased after the job completes
***
### create\_mutual\_action\_plan
Creates a new mutual action plan section in a room. Returns the full plan (initially with no items).
**Permission:** **EditRoom** on the target room.
**Inputs:**
| Field | Type | Description |
| -------------- | ------ | ------------------------------------------- |
| `roomId` | string | Required |
| `title` | string | Optional. Section title, max 120 characters |
| `sectionOrder` | number | Optional. Order among room sections |
**Output:** Full plan object (same shape as `get_mutual_action_plan`).
***
### update\_mutual\_action\_plan
Updates a mutual action plan section title.
**Permission:** **EditRoom** on the target room.
**Inputs:**
| Field | Type | Description |
| -------- | ------ | ---------------------------- |
| `roomId` | string | Required |
| `planId` | string | Required |
| `title` | string | Required. Max 120 characters |
**Output:** Full updated plan.
***
### add\_mutual\_action\_plan\_item
Adds a task item to a mutual action plan.
**Permission:** **EditRoom** on the target room.
**Inputs:**
| Field | Type | Description |
| -------- | ------ | ---------------------------------------------------------------------------------------------------------- |
| `roomId` | string | Required |
| `planId` | string | Required |
| `title` | string | Required. 1–200 characters |
| `body` | string | Optional. Plain-text description (use blank lines for paragraphs; do not send HTML), max 10,000 characters |
**Output:** Full updated plan including the new item.
***
### update\_mutual\_action\_plan\_item
Updates a MAP item's title, plain-text description (`body`), due date, or assignee. Omit fields to leave them unchanged.
**Permission:** **EditRoom** on the target room.
**Inputs:**
| Field | Type | Description |
| ---------------- | ------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `roomId` | string | Required |
| `planId` | string | Required |
| `itemId` | string | Required |
| `title` | string | Optional. 1–200 characters |
| `body` | string | Optional. Plain-text description that replaces the current text (do not send HTML), max 10,000 characters |
| `bodyParagraphs` | string\[] | Optional. Preferred. Paragraph list from read response; use `""` for blank lines. Replaces the full description. Mutually exclusive with `body` and `appendBody`. |
| `appendBody` | string | Optional. Plain text appended as a new paragraph at the end. Mutually exclusive with `body` and `bodyParagraphs`. |
| `dueDateAt` | string (ISO datetime) \| `null` | Optional. Set or clear due date |
| `assignee` | `null` \| `{ userId }` \| `{ email }` | Optional. `null` clears assignee; `email` supports pending invitees |
Assignee values are canonicalized against current room membership (same rules as the Noux UI).
**Output:** Full updated plan.
***
### set\_mutual\_action\_plan\_item\_participants
Replaces follower participants on a MAP item (not the assignee). Pass an empty array to clear all followers.
**Permission:** **EditRoom** on the target room.
**Inputs:**
| Field | Type | Description |
| -------------- | --------- | --------------------------------------------------------------- |
| `roomId` | string | Required |
| `planId` | string | Required |
| `itemId` | string | Required |
| `participants` | object\[] | Required. Up to 40 entries; each is `{ userId }` or `{ email }` |
**Output:** Full updated plan.
***
### set\_mutual\_action\_plan\_item\_status
Marks a MAP item `open` or `done`.
**Permission:** Room **owner** or **assisting seller** may toggle any item. Other room members may only toggle items assigned to them (by user id or email).
**Inputs:**
| Field | Type | Description |
| -------- | -------------------- | ----------- |
| `roomId` | string | Required |
| `planId` | string | Required |
| `itemId` | string | Required |
| `status` | `"open"` \| `"done"` | Required |
**Output:** Full updated plan.
**Typical workflow:**
1. `get_light_rooms` — resolve `roomId`
2. `get_mutual_action_plans` with `roomId` filter — find `planId` and item ids
3. `update_mutual_action_plan_item` / `set_mutual_action_plan_item_participants` / `set_mutual_action_plan_item_status` — apply changes
4. `get_mutual_action_plan` — confirm final state (write tools also return the updated plan)
***
## Related
* [MCP overview](/mcp/overview)
* [Getting started](/mcp/getting-started)
* [REST API](/api/overview) — additional automation beyond MCP