Documentation

Tools

The connector exposes 29 tools: 12 read tools and 17 write tools. A tool appears only when the credential has every scope it needs; write tools also need writing enabled on the service.

How to read this page

readOnlyHint is true for tools that never change data.
destructiveHint is true when a write can overwrite or change existing data. No tool deletes records.
idempotentHint is true when repeating the same call (same requestId where there is one) does not write twice.

Read

Inspect workspace and permissions

leitvik_context

Read

Returns the workspace name, plan, timezone and the scopes of the connection. Use it first to confirm the assistant is in the right workspace.

Scopes: Any scope
Annotations: readOnlyHint: truedestructiveHint: falseidempotentHint: true

Example prompt

Which Leitvik workspace are you connected to, and what can you do there?

List or search companies

leitvik_companies_list

Read

Lists companies with pagination; can search by name or domain.

Scopes: companies:read
Annotations: readOnlyHint: truedestructiveHint: falseidempotentHint: true

Example prompt

Find the company with the domain bruma.example.

Read a company

leitvik_company_get

Read

Reads one company by its id. Private captured emails and provider credentials are not included.

Scopes: companies:read
Annotations: readOnlyHint: truedestructiveHint: falseidempotentHint: true

Example prompt

Show me the record for Nubelar Labs.

List the pipeline

leitvik_leads_list

Read

Reads leads with their state and next step; can filter by state and search by company or contact.

Scopes: leads:read
Annotations: readOnlyHint: truedestructiveHint: falseidempotentHint: true

Example prompt

Which leads are in proposal right now?

List a company's contacts

leitvik_contacts_list

Read

Reads the contacts of one company. Contact details are personal data.

Scopes: contacts:read
Annotations: readOnlyHint: truedestructiveHint: falseidempotentHint: true

Example prompt

Who do we know at Bruma?

Read recorded conversations

leitvik_touches_list

Read

Reads the conversations recorded for a company. A record is history, not proof that a message was delivered.

Scopes: touches:read
Annotations: readOnlyHint: truedestructiveHint: falseidempotentHint: true

Example prompt

When did we last talk to Bruma, and what about?

Read company signals

leitvik_signals_list

Read

Reads buying signals with their source and quote.

Scopes: signals:read
Annotations: readOnlyHint: truedestructiveHint: falseidempotentHint: true

Example prompt

Are there recent signals for Nubelar Labs?

Read research dossiers

leitvik_dossiers_list

Read

Reads the research dossiers stored for a company.

Scopes: dossiers:read
Annotations: readOnlyHint: truedestructiveHint: falseidempotentHint: true

Example prompt

Summarize the dossier we have on Bruma.

Read today's agenda

leitvik_today

Read

Returns what is due today, most urgent first: waiting replies, overdue and due next steps, open tasks, this week's steps, bounces and stale signals.

Scopes: leads:read
Annotations: readOnlyHint: truedestructiveHint: falseidempotentHint: true

Example prompt

What do I have to do today in Leitvik?

List tasks

leitvik_tasks_list

Read

Lists tasks by due date, with filters for status, due date, owner and company. Each task carries the version needed to change it.

Scopes: tasks:read
Annotations: readOnlyHint: truedestructiveHint: falseidempotentHint: true

Example prompt

Which tasks are overdue?

List opportunities

leitvik_opportunities_list

Read

Lists opportunities, most recently updated first, filtered by company or stage. Amounts are exact.

Scopes: opportunities:read
Annotations: readOnlyHint: truedestructiveHint: falseidempotentHint: true

Example prompt

Which opportunities are in proposal and for how much?

Read a relationship brief

leitvik_relationship_brief

Read

Summarizes one company from stored evidence: next step, notes, last conversation and signals. Needs read access to companies, leads, conversations and signals.

Scopes: companies:readleads:readtouches:readsignals:read
Annotations: readOnlyHint: truedestructiveHint: falseidempotentHint: true

Example prompt

Brief me on Bruma before my call.

Write: CRM records

Save company and lead details

leitvik_company_upsert

Write

Creates or updates a company by domain and its lead. Fields you send can overwrite existing ones. Does no research or outreach.

Scopes: companies:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: true

Example prompt

Add Taller Alba, taller-alba.example, as a company in Spain.

Save a contact

leitvik_contact_upsert

Write

Creates or updates a contact at a company; a contact with the same email is updated. Does not contact the person.

Scopes: contacts:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: true

Example prompt

Add Ana Rivas, CEO, ana@taller-alba.example, to Taller Alba.

Update a lead

leitvik_lead_update

Write

Changes only the lead fields you send: state, next step and date, notes. A held lead needs a reason.

Scopes: leads:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: false

Example prompt

Move Bruma to contacted with the next step "Send the proposal" on Friday.

Record a conversation

leitvik_touch_record

Write

Records a conversation that already happened, with its real date. It never sends a message.

Scopes: touches:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: true

Example prompt

Log that I emailed Ana at Bruma this morning about pricing.

Record a signal

leitvik_signal_record

Write

Stores a buying signal with its source URL, literal quote and dates.

Scopes: signals:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: true

Example prompt

Save this job post as a signal for Nubelar Labs.

Replace a dossier

leitvik_dossier_write

Write

Saves the dossier text for a company, replacing the stored one.

Scopes: dossiers:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: false

Example prompt

Rewrite Bruma's dossier with what we learned in today's call.

Write: tasks and opportunities

Create a task

leitvik_task_create

Write

Creates an open task for a company, optionally with owner, due date and detail. Sends nothing to anyone.

Scopes: tasks:write
Annotations: readOnlyHint: falsedestructiveHint: falseidempotentHint: true

Example prompt

Create a task for Bruma: "Send the revised proposal", due Friday.

Complete a task

leitvik_task_complete

Write

Marks an open task completed at its current version.

Scopes: tasks:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: false

Example prompt

Mark the proposal task for Bruma as done.

Snooze a task

leitvik_task_snooze

Write

Moves an open task's due date later, with a reason kept in the audit log.

Scopes: tasks:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: false

Example prompt

Snooze the Bruma task to next Tuesday: they asked for more time.

Dismiss a task

leitvik_task_dismiss

Write

Closes an open task without completing it, with a reason. It can be reopened.

Scopes: tasks:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: false

Example prompt

Dismiss the follow-up task for Nubelar Labs; they went with another supplier.

Reopen a task

leitvik_task_reopen

Write

Reopens a completed or dismissed task.

Scopes: tasks:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: false

Example prompt

Reopen the Nubelar Labs follow-up task.

Edit a task

leitvik_task_edit

Write

Changes only the title, detail, owner or due date you send.

Scopes: tasks:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: false

Example prompt

Rename the Bruma task to "Call Ana about the budget".

Create an opportunity

leitvik_opportunity_create

Write

Creates an opportunity for a company with an exact amount and currency. Stage defaults to open.

Scopes: opportunities:write
Annotations: readOnlyHint: falsedestructiveHint: falseidempotentHint: true

Example prompt

Open a 12,000 EUR opportunity for Bruma called "Q1 retainer".

Update an opportunity

leitvik_opportunity_update

Write

Changes stage, amount, name, owner, close date or notes at the current version. Stage changes are kept in the history.

Scopes: opportunities:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: true

Example prompt

Move the Bruma retainer to proposal.

Write: reviewed capture

Preview a conversation capture

leitvik_capture_preview

Write

Turns pasted notes into a proposal: the conversation and the new next step. It changes no CRM data until you approve.

Scopes: captures:write
Annotations: readOnlyHint: falsedestructiveHint: falseidempotentHint: true

Example prompt

Here are my notes from the call with Bruma. Record them and set the next step to "Call on Tuesday".

Apply a reviewed capture

leitvik_capture_apply

Write

Applies exactly the proposal you reviewed. If the next step changed in the meantime, nothing is written.

Scopes: captures:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: true

Example prompt

Yes, apply it.

Undo a reviewed next step

leitvik_capture_undo

Write

Restores the next step an applied proposal replaced. The conversation stays in the history.

Scopes: captures:write
Annotations: readOnlyHint: falsedestructiveHint: trueidempotentHint: true

Example prompt

Undo the next step you just set for Bruma.

Errors

A failed call returns isError with { "error": { "code", "message", "retryable" } }. The message says how to recover and never carries server internals.

Code	Meaning	Retry
`validation`	The input does not match the tool's schema.	No
`not_found`	No such record in this workspace, or the company was merged.	No
`conflict`	The record changed, the transition is not allowed, or the `requestId` was used with different content.	No
`forbidden`	This workspace or credential cannot do it.	No
`unauthorized`	The credential is missing, expired, revoked or lacks the scope.	No
`rate_limited`	The per-minute limit was reached; wait `retryAfterSeconds`.	Yes
`too_large`	The request or response is too large.	No
`timeout`	No answer in time; a write may already have applied.	Yes
`unavailable`	Leitvik could not be reached.	Yes
`result_too_large`	The result was withheld; ask for a smaller page.	No
`request_failed`	The operation could not be completed.	No