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Metaview MCP connector

OAuth 2.1/DCRAIProductivity

Metaview is an agentic recruiting platform that automates end-to-end hiring workflows — from candidate sourcing and outreach to interview note-taking and...

Metaview MCP connector

  1. Install the SDK

    Section titled “Install the SDK”
    Terminal window
    npm install @scalekit-sdk/node

    Full SDK reference: Node.js | Python

  2. Set your credentials

    Section titled “Set your credentials”

    Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

    .env
    SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
    SCALEKIT_CLIENT_ID=<your-client-id>
    SCALEKIT_CLIENT_SECRET=<your-client-secret>

  3. Authorize and make your first call

    Section titled “Authorize and make your first call”
    quickstart.ts
    import { ScalekitClient } from '@scalekit-sdk/node'
    import 'dotenv/config'
    

    const scalekit = new ScalekitClient(
      process.env.SCALEKIT_ENV_URL,
      process.env.SCALEKIT_CLIENT_ID,
      process.env.SCALEKIT_CLIENT_SECRET,
    )
    const actions = scalekit.actions
    

    const connector = 'metaviewmcp'
    const identifier = 'user_123'
    

    // Generate an authorization link for the user
    const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
    console.log('Authorize Metaview MCP:', link)
    process.stdout.write('Press Enter after authorizing...')
    await new Promise(r => process.stdin.once('data', r))
    

    // Make your first call
    const result = await actions.executeTool({
      connector,
      identifier,
      toolName: 'metaviewmcp_find_candidate_in_sequences',
      toolInput: { rationale: 'YOUR_RATIONALE' },
    })
    console.log(result)

What you can do

Section titled “What you can do”

Connect this agent connector to let your agent:

  • Send sourcing message — Send a message to a sourcing or research search agent
  • Search reports, conversations — List saved reports the user has access to, or fetch full details for specific reports
  • Sequence manage, manage candidate — Create, update, duplicate, or delete a sequence
  • Sources manage notes — List, add, or remove sources on an existing AI Notes version
  • Template manage note — Create, update, or delete an AI Notes custom template
  • List sourcing searches, sourcing candidates, sequences — List your sourcing and research searches with summary information

Tool list

Section titled “Tool list”

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

metaviewmcp_create_ai_field#Create a new AI field or update an existing one. AI fields are the primary tool for analyzing conversations at scale — each field defines a question answered independently for every conversation. When no field_id is provided, creates a new field (checking for duplicates first). When field_id is provided, updates an existing field. Value types: single_line_text, long_text, list, number, currency, date, boolean.7 params

Create a new AI field or update an existing one. AI fields are the primary tool for analyzing conversations at scale — each field defines a question answered independently for every conversation. When no field_id is provided, creates a new field (checking for duplicates first). When field_id is provided, updates an existing field. Value types: single_line_text, long_text, list, number, currency, date, boolean.

NameTypeRequiredDescription
namestringrequiredNo description.
promptstringrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
value_typestringrequiredNo description.
field_idstringoptionalNo description.
skip_improvementbooleanoptionalNo description.
skip_similarity_checkbooleanoptionalNo description.
metaviewmcp_create_report#Create a new report or update an existing one in the Metaview web-app. Only use this when the user explicitly asks to create or edit a saved report. To create: omit report_id and provide filters. To update: provide report_id. After creating or updating, share the url from the response with the user.16 params

Create a new report or update an existing one in the Metaview web-app. Only use this when the user explicitly asks to create or edit a saved report. To create: omit report_id and provide filters. To update: provide report_id. After creating or updating, share the url from the response with the user.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
descriptionstringoptionalNo description.
expand_rowsstringoptionalNo description.
field_idsstringoptionalNo description.
filtersstringoptionalNo description.
groupstringoptionalNo description.
metricsstringoptionalNo description.
min_group_conversation_countstringoptionalNo description.
namestringoptionalNo description.
only_show_recorded_conversationsstringoptionalNo description.
remove_groupingbooleanoptionalNo description.
report_idstringoptionalNo description.
sort_ascendingbooleanoptionalNo description.
sort_fieldstringoptionalNo description.
sort_metricstringoptionalNo description.
sort_metric_ascendingbooleanoptionalNo description.
metaviewmcp_fetch_candidates#ALWAYS use this tool to look up one or more people or candidates. This is the ONLY way to retrieve candidate scorecards, ATS feedback, resume files, application history, and professional profile data. Do NOT try to scrape LinkedIn or other websites directly — this tool fetches richer data than any public page and includes internal ATS records. Look up candidates by LinkedIn URL, email, phone number, or participant ID. Returns per-candidate results with two sections each: profile (professional background) and ats (internal ATS data including scorecards, applications, feedback, files). ATS data access requires you are a Metaview admin, ATS admin, or the candidate appeared in a conversation you have access to. Accepts 1-10 candidates per call.2 params

ALWAYS use this tool to look up one or more people or candidates. This is the ONLY way to retrieve candidate scorecards, ATS feedback, resume files, application history, and professional profile data. Do NOT try to scrape LinkedIn or other websites directly — this tool fetches richer data than any public page and includes internal ATS records. Look up candidates by LinkedIn URL, email, phone number, or participant ID. Returns per-candidate results with two sections each: profile (professional background) and ats (internal ATS data including scorecards, applications, feedback, files). ATS data access requires you are a Metaview admin, ATS admin, or the candidate appeared in a conversation you have access to. Accepts 1-10 candidates per call.

NameTypeRequiredDescription
candidatesarrayrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
metaviewmcp_find_candidate_in_sequences#Check if a candidate is enrolled in any sequences. Look up a candidate by ID, LinkedIn URL, email address, or phone number and return all sequences they are (or were) enrolled in, including sequences created by other users. Useful before adding someone to a new sequence to avoid duplicate outreach.5 params

Check if a candidate is enrolled in any sequences. Look up a candidate by ID, LinkedIn URL, email address, or phone number and return all sequences they are (or were) enrolled in, including sequences created by other users. Useful before adding someone to a new sequence to avoid duplicate outreach.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
candidate_idstringoptionalNo description.
emailstringoptionalNo description.
linkedin_urlstringoptionalNo description.
phone_numberstringoptionalNo description.
metaviewmcp_generate_notes#Generate (or regenerate) AI Notes for a conversation, optionally with a specific template. Use this to trigger notes generation for a conversation that has no notes yet, regenerate notes using a different template, or preview how a newly created or updated template renders on a real conversation.4 params

Generate (or regenerate) AI Notes for a conversation, optionally with a specific template. Use this to trigger notes generation for a conversation that has no notes yet, regenerate notes using a different template, or preview how a newly created or updated template renders on a real conversation.

NameTypeRequiredDescription
conversation_idstringrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
templatestringoptionalNo description.
template_definition_idstringoptionalNo description.
metaviewmcp_get_chart_data#Get chart data for aggregate time-series or scatter plots. Each chart_input is processed independently. Aggregate chart: include function AND interval. Scatter chart: omit function and interval. Use list_fields to discover valid metric_id values and their supported chart types.8 params

Get chart data for aggregate time-series or scatter plots. Each chart_input is processed independently. Aggregate chart: include function AND interval. Scatter chart: omit function and interval. Use list_fields to discover valid metric_id values and their supported chart types.

NameTypeRequiredDescription
chart_inputsarrayrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
filtersstringoptionalNo description.
groupstringoptionalNo description.
min_countintegeroptionalNo description.
only_show_recorded_conversationsbooleanoptionalNo description.
report_idstringoptionalNo description.
timezone_offset_minutesintegeroptionalNo description.
metaviewmcp_get_enrichment_status#Get the workspace's enrichment credit status, usage breakdown, and optionally list individual enrichment attempts. Always returns monthly credit allowance and remaining balance, usage breakdown by enrichment type, and active top-up credit purchases. Optionally returns per-user usage breakdown and individual enrichment attempts.8 params

Get the workspace's enrichment credit status, usage breakdown, and optionally list individual enrichment attempts. Always returns monthly credit allowance and remaining balance, usage breakdown by enrichment type, and active top-up credit purchases. Optionally returns per-user usage breakdown and individual enrichment attempts.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
enrichment_typestringoptionalNo description.
include_enrichment_attemptsbooleanoptionalNo description.
include_usage_by_userbooleanoptionalNo description.
limitintegeroptionalNo description.
monthstringoptionalNo description.
offsetintegeroptionalNo description.
person_idstringoptionalNo description.
metaviewmcp_get_note_template#Fetch a single AI Notes custom template with its full section configuration. Use list_note_templates first if you don't have a template ID.2 params

Fetch a single AI Notes custom template with its full section configuration. Use list_note_templates first if you don't have a template ID.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
template_idstringrequiredNo description.
metaviewmcp_get_sourcing_analytics#Get aggregate sourcing metrics for your workspace with flexible filtering and grouping. Answers questions like: how many searches/candidates/feedback events in a time period, what is the acceptance rate overall or per user/search, who created the most searches, weekly/monthly trends of sourcing activity. Metric options: acceptance_rate, accepted, candidates, searches, seat_utilization, and more.11 params

Get aggregate sourcing metrics for your workspace with flexible filtering and grouping. Answers questions like: how many searches/candidates/feedback events in a time period, what is the acceptance rate overall or per user/search, who created the most searches, weekly/monthly trends of sourcing activity. Metric options: acceptance_rate, accepted, candidates, searches, seat_utilization, and more.

NameTypeRequiredDescription
metricstringrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
end_datestringoptionalNo description.
group_bystringoptionalNo description.
include_archivedbooleanoptionalNo description.
limitintegeroptionalNo description.
offsetintegeroptionalNo description.
search_idstringoptionalNo description.
start_datestringoptionalNo description.
time_periodstringoptionalNo description.
user_idstringoptionalNo description.
metaviewmcp_get_sourcing_messages#Retrieve the conversation history for a sourcing search. Returns messages between you and the sourcing agent, including text messages and structured attachments. Poll this after sending a message. The agent phase indicates progress: busy (still working), idle/waiting (finished), error (something went wrong).4 params

Retrieve the conversation history for a sourcing search. Returns messages between you and the sourcing agent, including text messages and structured attachments. Poll this after sending a message. The agent phase indicates progress: busy (still working), idle/waiting (finished), error (something went wrong).

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
search_idstringrequiredNo description.
limitintegeroptionalNo description.
offsetintegeroptionalNo description.
metaviewmcp_get_user_context#IMPORTANT: Call this tool FIRST, before any other tool. Returns your identity, role, and what data you can access — including workspace_name, participant_id, user_id, is_admin, is_paying_plan, and data_access description. The data_access field describes exactly which conversations you can see.1 param

IMPORTANT: Call this tool FIRST, before any other tool. Returns your identity, role, and what data you can access — including workspace_name, participant_id, user_id, is_admin, is_paying_plan, and data_access description. The data_access field describes exactly which conversations you can see.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
metaviewmcp_give_sourcing_feedback#Submit feedback on one or more candidates in a sourcing search. Feedback calibrates the sourcing agent — accepting or rejecting candidates helps it refine its search. Supports bulk feedback for up to 50 candidates per call. After submitting feedback, use send_sourcing_message to trigger the agent to refine its search.3 params

Submit feedback on one or more candidates in a sourcing search. Feedback calibrates the sourcing agent — accepting or rejecting candidates helps it refine its search. Supports bulk feedback for up to 50 candidates per call. After submitting feedback, use send_sourcing_message to trigger the agent to refine its search.

NameTypeRequiredDescription
feedbacksarrayrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
search_idstringrequiredNo description.
metaviewmcp_group_conversations#Group conversations by a field and compute metrics. Returns counts and metric values per group. Use for breakdowns, distributions, rankings, or 'by X' questions. Powerful pattern: create an AI field to extract data, then group by that field to see distribution of values.12 params

Group conversations by a field and compute metrics. Returns counts and metric values per group. Use for breakdowns, distributions, rankings, or 'by X' questions. Powerful pattern: create an AI field to extract data, then group by that field to see distribution of values.

NameTypeRequiredDescription
group_bystringrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
filtersstringoptionalNo description.
limitintegeroptionalNo description.
metricsstringoptionalNo description.
min_conversation_countintegeroptionalNo description.
offsetintegeroptionalNo description.
only_show_recorded_conversationsbooleanoptionalNo description.
report_idstringoptionalNo description.
search_termstringoptionalNo description.
sort_ascendingbooleanoptionalNo description.
sort_metricstringoptionalNo description.
metaviewmcp_list_field_values#Get possible values for a specific field. Use this to discover what values are available for filtering — e.g., all department names, interviewer names, or job titles. Essential for looking up person IDs needed by PERSON-type and PARTICIPANT-type filters. Use search_term when looking for a specific value.8 params

Get possible values for a specific field. Use this to discover what values are available for filtering — e.g., all department names, interviewer names, or job titles. Essential for looking up person IDs needed by PERSON-type and PARTICIPANT-type filters. Use search_term when looking for a specific value.

NameTypeRequiredDescription
field_idstringrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
filtersstringoptionalNo description.
limitintegeroptionalNo description.
offsetintegeroptionalNo description.
only_show_recorded_conversationsbooleanoptionalNo description.
report_idstringoptionalNo description.
search_termstringoptionalNo description.
metaviewmcp_list_fields#List available fields for filtering, grouping, and columns, plus metrics. Returns two separate lists: fields (filter/grouping field metadata with IDs like 'default:start_time', 'OSPT:<uuid>', or 'AI:<uuid>') and metrics (computed summaries for charting with IDs like 'aggregation:session_count'). Use search_term to find specific fields instead of fetching all.3 params

List available fields for filtering, grouping, and columns, plus metrics. Returns two separate lists: fields (filter/grouping field metadata with IDs like 'default:start_time', 'OSPT:<uuid>', or 'AI:<uuid>') and metrics (computed summaries for charting with IDs like 'aggregation:session_count'). Use search_term to find specific fields instead of fetching all.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
report_idstringoptionalNo description.
search_termstringoptionalNo description.
metaviewmcp_list_mailboxes#List the email mailboxes you can send sequence emails from. Returns your own active mailboxes plus any mailboxes where you have send-on-behalf-of permission. Use the mailbox id as from_mailbox_id when creating EMAIL steps in a sequence.1 param

List the email mailboxes you can send sequence emails from. Returns your own active mailboxes plus any mailboxes where you have send-on-behalf-of permission. Use the mailbox id as from_mailbox_id when creating EMAIL steps in a sequence.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
metaviewmcp_list_note_template_groups#List the public folders (template groups) in the caller's workspace. Use this when the user wants to move a template into a named folder — call list_note_template_groups first to resolve the folder name, then pass it to manage_note_template. Templates not in any public folder live in the caller's personal folder.1 param

List the public folders (template groups) in the caller's workspace. Use this when the user wants to move a template into a named folder — call list_note_template_groups first to resolve the folder name, then pass it to manage_note_template. Templates not in any public folder live in the caller's personal folder.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
metaviewmcp_list_note_templates#List AI Notes custom templates the caller can access. Returns a lightweight summary per template. Pass include_detail=true or call get_note_template for the full sections.5 params

List AI Notes custom templates the caller can access. Returns a lightweight summary per template. Pass include_detail=true or call get_note_template for the full sections.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
include_detailbooleanoptionalNo description.
limitintegeroptionalNo description.
offsetintegeroptionalNo description.
search_termstringoptionalNo description.
metaviewmcp_list_sequence_candidates#List candidates enrolled in a sequence, or get a specific candidate's full journey. Non-admins can only access sequences they created. By default returns a summary per candidate. Use include_detail for per-step delivery status, and include_messages to see email content. Pass candidate_sequence_id for a specific candidate's full detail.9 params

List candidates enrolled in a sequence, or get a specific candidate's full journey. Non-admins can only access sequences they created. By default returns a summary per candidate. Use include_detail for per-step delivery status, and include_messages to see email content. Pass candidate_sequence_id for a specific candidate's full detail.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
candidate_sequence_idstringoptionalNo description.
include_detailbooleanoptionalNo description.
include_messagesbooleanoptionalNo description.
limitintegeroptionalNo description.
offsetintegeroptionalNo description.
search_termstringoptionalNo description.
sequence_idstringoptionalNo description.
statusstringoptionalNo description.
metaviewmcp_list_sequences#List sequences the current user has access to, or get full details for a specific sequence. Admins can see all sequences in the workspace. Non-admins can only see sequences they created. Archived sequences are always excluded. Returns summary data including per-sequence stats.8 params

List sequences the current user has access to, or get full details for a specific sequence. Admins can see all sequences in the workspace. Non-admins can only see sequences they created. Archived sequences are always excluded. Returns summary data including per-sequence stats.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
created_by_person_idstringoptionalNo description.
include_detailbooleanoptionalNo description.
include_disabledbooleanoptionalNo description.
limitintegeroptionalNo description.
offsetintegeroptionalNo description.
search_termstringoptionalNo description.
sequence_idstringoptionalNo description.
metaviewmcp_list_sourcing_candidates#List candidates surfaced in a sourcing search with profile summaries and feedback status. Returns candidates ordered by when they were surfaced (newest first). Detail levels: 'minimal' (id/name/linkedin only), 'summary' (default, includes reasoning sections), 'full' (includes full profile data). Filter by pack or feedback_status.7 params

List candidates surfaced in a sourcing search with profile summaries and feedback status. Returns candidates ordered by when they were surfaced (newest first). Detail levels: 'minimal' (id/name/linkedin only), 'summary' (default, includes reasoning sections), 'full' (includes full profile data). Filter by pack or feedback_status.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
search_idstringrequiredNo description.
detail_levelstringoptionalNo description.
feedback_statusstringoptionalNo description.
limitintegeroptionalNo description.
offsetintegeroptionalNo description.
packstringoptionalNo description.
metaviewmcp_list_sourcing_searches#List your sourcing and research searches with summary information. Returns enough detail per search (title, mode, candidate count, agent phase, timestamps) that a separate get-search tool is not needed. Use to see all active searches, find a specific search to resume, or check which searches have candidates waiting for feedback.3 params

List your sourcing and research searches with summary information. Returns enough detail per search (title, mode, candidate count, agent phase, timestamps) that a separate get-search tool is not needed. Use to see all active searches, find a specific search to resume, or check which searches have candidates waiting for feedback.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
limitintegeroptionalNo description.
offsetintegeroptionalNo description.
metaviewmcp_manage_candidate_sequence#Add candidates to a sequence, or pause, resume, cancel, remove, or update a candidate's enrollment. Action must be one of: add, pause, resume, cancel, remove, update. Only the sequence creator can perform these actions. Always confirm with the user before calling this tool.14 params

Add candidates to a sequence, or pause, resume, cancel, remove, or update a candidate's enrollment. Action must be one of: add, pause, resume, cancel, remove, update. Only the sequence creator can perform these actions. Always confirm with the user before calling this tool.

NameTypeRequiredDescription
actionstringrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
candidate_idsstringoptionalNo description.
candidate_sequence_idstringoptionalNo description.
candidate_sequence_step_idstringoptionalNo description.
clear_schedule_overridestringoptionalNo description.
clear_subject_overridestringoptionalNo description.
clear_template_overridestringoptionalNo description.
context_source_idstringoptionalNo description.
context_source_typestringoptionalNo description.
schedule_overridestringoptionalNo description.
sequence_idstringoptionalNo description.
subject_overridestringoptionalNo description.
template_overridestringoptionalNo description.
metaviewmcp_manage_note_template#Create, update, or delete an AI Notes custom template. Action must be one of: create, update, delete. For create, name and sections are required. For update and delete, template_id is required.6 params

Create, update, or delete an AI Notes custom template. Action must be one of: create, update, delete. For create, name and sections are required. For update and delete, template_id is required.

NameTypeRequiredDescription
actionstringrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
group_namestringoptionalNo description.
namestringoptionalNo description.
sectionsstringoptionalNo description.
template_idstringoptionalNo description.
metaviewmcp_manage_notes_sources#List, add, or remove sources on an existing AI Notes version. Use this to inspect which conversations and documents are included in a notes version, add extra conversations so notes cover multiple interviews, add a plain-text document as context, or remove a previously added source. The notes must already exist — call generate_notes first if they do not.6 params

List, add, or remove sources on an existing AI Notes version. Use this to inspect which conversations and documents are included in a notes version, add extra conversations so notes cover multiple interviews, add a plain-text document as context, or remove a previously added source. The notes must already exist — call generate_notes first if they do not.

NameTypeRequiredDescription
actionstringrequiredNo description.
conversation_idstringrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
conversation_idsstringoptionalNo description.
documentsstringoptionalNo description.
source_idsstringoptionalNo description.
metaviewmcp_manage_sequence#Create, update, duplicate, or delete a sequence. Action must be one of: create, update, duplicate, delete. Only the creator of a sequence can update or delete it. Supports configuring steps with multiple channel types: EMAIL, LINKEDIN_CONNECTION, LINKEDIN_INMAIL, LINKEDIN_MESSAGE, SMS, PHONE, WHATSAPP. Always confirm with the user before calling this tool.7 params

Create, update, duplicate, or delete a sequence. Action must be one of: create, update, duplicate, delete. Only the creator of a sequence can update or delete it. Supports configuring steps with multiple channel types: EMAIL, LINKEDIN_CONNECTION, LINKEDIN_INMAIL, LINKEDIN_MESSAGE, SMS, PHONE, WHATSAPP. Always confirm with the user before calling this tool.

NameTypeRequiredDescription
actionstringrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
descriptionstringoptionalNo description.
namestringoptionalNo description.
sequence_idstringoptionalNo description.
set_enabledstringoptionalNo description.
stepsstringoptionalNo description.
metaviewmcp_search_conversations#Search conversations with filters and get tabular data. Returns individual conversations matching the given filters, with configurable fields showing attribute values for each conversation. Scale-aware strategy: use fields=['default:transcript'] for 1-5 conversations, fields=['default:summary'] for 5-20, and AI fields for 20+. Supports report_id, filters, fields, pagination, and sorting.10 params

Search conversations with filters and get tabular data. Returns individual conversations matching the given filters, with configurable fields showing attribute values for each conversation. Scale-aware strategy: use fields=['default:transcript'] for 1-5 conversations, fields=['default:summary'] for 5-20, and AI fields for 20+. Supports report_id, filters, fields, pagination, and sorting.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
conversation_idsstringoptionalNo description.
fieldsstringoptionalNo description.
filtersstringoptionalNo description.
limitintegeroptionalNo description.
offsetintegeroptionalNo description.
only_show_recorded_conversationsbooleanoptionalNo description.
report_idstringoptionalNo description.
sort_ascendingbooleanoptionalNo description.
sort_bystringoptionalNo description.
metaviewmcp_search_reports#List saved reports the user has access to, or fetch full details for specific reports. A report is a saved configuration — a named set of filters, fields, grouping, and charts. Pass a report's ID to search_conversations, group_conversations, or get_chart_data to reuse its saved filters.9 params

List saved reports the user has access to, or fetch full details for specific reports. A report is a saved configuration — a named set of filters, fields, grouping, and charts. Pass a report's ID to search_conversations, group_conversations, or get_chart_data to reuse its saved filters.

NameTypeRequiredDescription
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
categorystringoptionalNo description.
include_detailbooleanoptionalNo description.
limitintegeroptionalNo description.
offsetintegeroptionalNo description.
report_idsstringoptionalNo description.
search_termstringoptionalNo description.
sort_keystringoptionalNo description.
sort_orderstringoptionalNo description.
metaviewmcp_send_sourcing_message#Send a message to a sourcing or research search agent. Use to start a new sourcing search (omit search_id), start a new research search (omit search_id, set mode='research'), or send a follow-up to an existing search. When no search_id is provided, a new search is created. The agent processes messages asynchronously — poll with get_sourcing_messages for responses.4 params

Send a message to a sourcing or research search agent. Use to start a new sourcing search (omit search_id), start a new research search (omit search_id, set mode='research'), or send a follow-up to an existing search. When no search_id is provided, a new search is created. The agent processes messages asynchronously — poll with get_sourcing_messages for responses.

NameTypeRequiredDescription
messagestringrequiredNo description.
rationalestringrequiredAlways provide a brief explanation of why you are calling this tool
modestringoptionalNo description.
search_idstringoptionalNo description.