Lumenbase for Claude
Reference
Lumenbase MCP tools
Every tool the server at https://lumenbase.io/api/mcp offers, generated from the live catalog. Your client shows this list narrowed by your role, plan and approved access.
Tiago F.
Writer
Which tools does the Lumenbase MCP server offer?
112 tools in four groups: 42 that read records, email, meetings and settings; 26 that create and update records; 4 that send messages from your own accounts; and 40 that delete records.
All tools
Read (42)
Look things up. Never changes anything.
| Tool | What it does |
|---|---|
Check remote outreach status check_outreach_status | Check the delivery status of a queued remote outreach command (LinkedIn message queued via MCP/agent). |
Check an email campaign audience email_campaign_audience_health | Check the audience of one Email Campaign before it is sent: how many contacts in its lists will receive it, and how many are left out and why (unsubscribed, suppressed, not subscribed or unknown consent, invalid or missing email, duplicate address, missing merge data, manually excluded). |
Read a contact's email campaign history email_campaign_contact_history | How one contact has engaged with Email Campaigns (marketing newsletters): each campaign they were sent, newest first, with when it was sent, its delivery status, and whether they opened, clicked, replied or unsubscribed. |
Read email campaign results email_campaign_results | Read Email Campaigns (marketing newsletters sent to lists) and how they performed: status, recipients, sent, delivered, opened (unique people and all opens), clicked, bounced, unsubscribed, failed, and when each was sent. |
List activities fetch_activities | Fetch activities from the CRM with optional filters. |
List files (artifacts) fetch_artifacts | Fetch artifacts (files) from the workspace file hub. |
Find Routine steps and read their settings fetch_automation_options | Routine building blocks. search: step ids. operation: one step id's settings (entity: trigger record). |
Read a saved chart fetch_charts | Read a chart that already exists in Analytics: how it is defined, and the numbers it is currently drawing. |
List companies fetch_companies | Fetch companies from the CRM with optional filters. |
Read verified contact event roles fetch_contact_event_roles | Read verified public speaker/host roles for an exact visible CRM contact, including historical events. |
List contacts fetch_contacts | Fetch contacts from the CRM with optional filters. |
Read contract summaries fetch_contract_summaries | Fetch the short summary and key terms (parties, value, dates, renewal, notice, governing law, obligations) of contracts sent for signature. |
List deals fetch_deals | Fetch deals from the CRM with optional filters. |
Find contacts that matter at industry events fetch_event_contacts | Find which of the user's contacts matter at upcoming industry events (Roadshows), in two lists. "At the event": contacts who speak there or work at a sponsor or exhibitor, from anywhere. "Worth inviting": contacts within 50 km whose company is in the event's industry and who had a conversation, open deal, open task, sequence or Routine in the last 6 months. |
List invoices fetch_invoices | Fetch invoices from the CRM with optional filters. |
Search knowledge base fetch_kb | Search the Lumenbase Help Center; returns the article sections that match. |
Search company knowledge fetch_knowledge | Hybrid keyword and semantic search over the workspace's OWN indexed company knowledge (product docs, pricing pages, case studies, manual notes). |
Discover company knowledge fetch_knowledge_catalog | Discover readable company-knowledge collections and source navigation briefs. |
Read knowledge source fetch_knowledge_source | Read ONE indexed knowledge source in depth: its full summary plus content passages. |
List LinkedIn extension imports fetch_linkedin_imports | Fetch CRM contacts imported via the Lumenbase LinkedIn browser extension on a given date or range. |
Find LinkedIn warm intro paths fetch_linkedin_intro_paths | Find which teammates can provide a warm LinkedIn intro to a contact, or list intro paths for contacts at a company. |
List contact lists fetch_lists | Fetch contact lists (segments) in the workspace. |
List email conversations fetch_mail_conversations | List CRM-linked email conversations from the user's synced mailbox. |
Read email thread fetch_mail_thread | Read a bounded email thread page, then follow cursor for older messages or message_id/body_offset/body_revision for omitted body text. |
List page blocks fetch_page_blocks | List a workspace page and its content blocks, including each block's block_key. |
List actions waiting for your approval fetch_pending_approvals | List Lumo actions waiting for approval that the user requested or owns: what each would do, the record it is about, and when it expires. |
List project items fetch_project_items | Fetch items (cards) inside Projects: tasks, requests, bugs, and ideas. |
List projects fetch_projects | Fetch Projects in the workspace (e.g. Simple Project, Feature Requests, Customer Project). |
List quiet or stalled deals fetch_quiet_deals | Find open deals with no recent communication touch (email, call, meeting, LinkedIn message). |
List recent meetings and who attended fetch_recent_meetings | List the meetings the user has just had (their own calendar events and recorded meetings, last 48 hours by default), with every attendee resolved to a CRM contact and company where one exists, or marked as an unmatched guest or a colleague. |
Discover record fields fetch_record_fields | Discover exactly which native and custom fields Lumo can edit for an entity in this workspace. |
List revenue at risk fetch_revenue_at_risk | Fetch Revenue at Risk (RAR) entries: exposed revenue and likelihood by company for forecast and churn tracking. |
Read settings and configuration fetch_settings | Read settings, or diagnose website tracking and email sender/DNS setup with section. website_tracking requires inbound.view and returns the collection switch, Marketing suite gate, allowed domains, consent mode, last event and sampled refusals; it cannot inspect the installed tag or consent manager. email_campaign_sending requires campaign or workspace settings management and returns stored domain/record status and sender identities, without a provider recheck or changes. |
List tasks fetch_tasks | Fetch tasks from the CRM with optional filters. |
List upcoming meetings fetch_upcoming_meetings | List upcoming calendar meetings synced to the CRM. |
List workspace members fetch_workspace_members | List current workspace members and pending invitations. |
Read workspace setup fetch_workspace_setup | Read workspace core configuration: deal and Lead pipelines/stages, allowed settings, inbound defaults and each form override/effective journey, teams and eligible members. |
Read your learned writing style fetch_writing_style | Read the logged-in user's analyzed writing style for the current workspace, learned only from mail they sent in this workspace: core tone description, channel notes, and up to five real examples per channel (only examples the user may already see through the mail tools). |
Get calendar availability get_calendar_availability | Get free/busy times and suggested open slots from the user's connected calendar (Google or Outlook). |
Get funnel overview get_funnel_overview | Get a compact overview of the workspace sales funnel (Active Lists to Leads to Deals to Accounts) with summary counts, per-stage breakdowns including empty stages/columns, active list details, and server-computed focus areas. |
Get daily briefing get_today_briefing | Structured daily briefing for the workspace, drawn from the Feed: contacts to reach, open deals, and overdue tasks. |
Query permitted workspace knowledge query_core_v2 | Read permitted workspace data through Query Core. |
Write (26)
Create and update records in your workspace.
| Tool | What it does |
|---|---|
Add page block add_page_block | Add a content block to a page. |
Add contact to list add_to_list | Add one or more contacts to a list. |
Attach file to record attach_file_to_entity | Attach a file to a contact, company, or deal timeline (same as uploading on the entity timeline). |
Comment on project item comment_on_project_item | Add a comment to a project item. |
Create a draft Routine create_automation | Create a Routine as a DRAFT: one trigger, then steps in order (steps) and/or graph changes (operations: add_node, connect with branch or outcome, as Create with Lumo makes them). |
Create company create_company | Create a new company in the CRM. |
Create contact create_contact | Create a new contact in the CRM. |
Add custom field create_custom_field | Add a custom field to an entity, like Configure Fields (admin + setup tools enabled). |
Create deal create_deal | Create a new deal in the pipeline. |
Create invoice create_invoice | Create a new invoice. |
Create list create_list | Create a new contact list (segment). |
Create page create_page | Create a new marketing/landing Page in the workspace (the same Pages the visual page editor manages). |
Create project create_project | Create a new Project board (a workspace for tasks, requests, bugs or ideas). |
Create project item create_project_item | Create an item (card) inside a Project: a task, request, bug, or idea. |
Create revenue at risk create_revenue_at_risk | Create a Revenue at Risk (RAR) row for a company: exposed revenue and likelihood for forecast / churn tracking. |
Create task create_task | Create a CRM to-do or reminder (follow-up, call prep, etc.). |
Draft an email campaign draft_email_campaign | Create a DRAFT Email Campaign (a marketing email to one or more contact lists). |
Enrich company enrich_company | Apply company field values you ALREADY HAVE (description, social links, industry, size), sourced from the company's own site or a cited web search. |
Enrich contact enrich_contact | Apply contact values a connected enrichment provider ALREADY REPORTED (email, phone, title, LinkedIn, country, location), to confirm a pending enrich_contact proposal. |
Invite team member invite_team_member | Invite a new team member to the workspace by email. |
Log activity note log_activity_note | Log a note/activity on a contact, company, or deal timeline. |
Propose duplicate merge propose_merge | Propose merging a likely duplicate record into another (same entity type). |
Restore deleted records restore_record | Restore deleted records from the trash (workspace admins only). |
Research company run_company_research | Research ONE company on the public web: news, leadership, competitors, open roles, events and tech stack. |
Run enrichment providers run_enrichment | Run the workspace's connected enrichment providers against ONE contact or company to FIND missing details. |
Schedule meeting schedule_meeting | Schedule a calendar meeting via the user's connected Google or Outlook calendar. |
Send (4)
Send a message from your own accounts to someone outside the workspace.
| Tool | What it does |
|---|---|
Propose meeting times propose_meeting_times | Propose a meeting when no time has been agreed yet: sends the contact a contextual message offering up to three times that are genuinely open on the user's calendar, inside the user's own working hours, and always carrying the user's booking link so the contact can pick something else. |
Send email send_email | Draft and send an email to a contact from the user's connected mailbox (Gmail, Outlook, or SMTP). |
Send LinkedIn message send_linkedin_message | Send or queue a LinkedIn direct message to a contact. |
Send WhatsApp message send_whatsapp_message | Send a WhatsApp message to a contact from the workspace's connected WhatsApp number. |
Delete (40)
Remove a record for good.
| Tool | What it does |
|---|---|
Apply page template apply_page_template | Adopt a shared Community page template into the workspace, creating a new editable draft page from it (with its blocks). |
Complete or reopen task complete_task | Mark a task as done (or reopen it). |
Configure deal pipeline configure_deal_pipeline | Configure deal pipelines, their stages, stage entry criteria and the stage automation policy (workspace admin + setup tools enabled). |
Configure inbound journey configure_inbound_journey | Configure future inbound submissions: workspace defaults or one form journey. |
Configure lead stages configure_lead_stages | Configure the stages of a Lead pipeline (Leads board columns), their entry criteria and the stage automation policy (workspace admin + setup tools enabled). |
Configure team assignment configure_team_assignment | Set a team assignment strategy or one existing member eligibility. |
Delete activity delete_activity | Permanently delete a timeline activity (e.g. a mistaken note). |
Delete company delete_company | Permanently delete a company. |
Delete contact delete_contact | Permanently delete a contact. |
Delete deal delete_deal | Permanently delete a deal. |
Delete invoice delete_invoice | Permanently delete an invoice. |
Delete list delete_list | Delete a contact list (segment). |
Delete revenue at risk delete_revenue_at_risk | Delete a Revenue at Risk entry. |
Delete task delete_task | Permanently delete a task. |
Update activity edit_activity | Edit an existing timeline activity's title or description (e.g. fix a note). |
Update many companies edit_companies_bulk | Apply ONE set of changes to up to 100 companies with one approval, instead of one edit_company call per company. |
Update company edit_company | Update the company the user requested. |
Update contact edit_contact | Update an existing contact. |
Update many contacts edit_contacts_bulk | Apply ONE set of changes to up to 100 contacts with one approval, instead of one edit_contact call per contact. |
Update custom field edit_custom_field | Set or clear one custom field through the shared reviewed write pipeline. |
Update deal edit_deal | Update the deal the user requested. |
Update many deals edit_deals_bulk | Apply ONE set of changes to up to 100 deals with one approval, instead of one edit_deal call per deal. |
Update invoice edit_invoice | Update an existing invoice. |
Update project item edit_project_item | Update a project item's fields (title, description, status, priority, type, roadmap bucket, decision, or due date). |
Update revenue at risk edit_revenue_at_risk | Update an existing Revenue at Risk entry. |
Update task edit_task | Update an existing task's fields (title, description, type, priority, due date, or assignee). |
Update many tasks edit_tasks_bulk | Apply ONE set of changes to up to 100 tasks with one approval, instead of one edit_task call per task. |
Move company on Leads board move_company_column | Move a company (lead) to a different column on the Leads board. |
Publish page publish_page | Publish a page so it becomes live at its public URL (sets status to published). |
Record job change record_job_change | Record that a contact moved to a different company. |
Move or rename file relocate_artifact | Move an artifact (workspace file) into a folder (or to the top level) and/or rename it. |
Remove contact from list remove_from_list | Remove a contact from a list. |
Rename list rename_list | Rename a contact list. |
Reorder page blocks reorder_page_blocks | Set the order of a page's blocks. |
Set page design system set_page_design_system | Apply a workspace design system (tokens, typography, components) to a page. |
Set page password set_page_password | Enable or disable password protection on this page's public link. |
Update page update_page | Update page-level settings: title, SEO metadata, accent color token, registration toggle, or status. |
Update page block update_page_block | Replace the content of an existing block on a page, identified by its block_key. |
Update your personal setting update_personal_setting | Change a personal setting for the requesting user only. |
Update workspace setting update_workspace_setting | Update an allowed workspace setting (admin + setup tools enabled). |
Common questions
The list in your client is narrowed by your role, your plan's data access and the access you approved. Admin tools appear only for admins.
Yes. /mcp/tools.json has the same list as JSON, and MCP clients read it from the server's tools/list.
No. Every call runs as you and is checked again on the server.
Sources and scope
Generated from the Lumenbase MCP tool catalog. Tool descriptions are shortened to their first sentence.
Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Cursor is a trademark of Anysphere. Lumenbase is not affiliated with, sponsored by or endorsed by these companies.